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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
Global X AI Semiconductor & Quantum ETF
90.79
-4.9249
-5.15%
盤後：
90.73
-0.0551
-0.06%
19:49 EDT
成交量：
2.03萬
成交額：
184.64萬
市值：
1.17億
市盈率：
- -
高：
91.62
開：
91.53
低：
90.23
收：
95.71
52周最高：
112.00
52周最低：
49.00
股本：
129.00萬
流通股本：
129.00萬
量比：
1.07
換手率：
1.57%
股息：
0.03
股息率：
0.03%
淨資產收益率：
--
總資產收益率：
--
市淨率：
--
市盈率(LYR):
- -
資料載入中...
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公司
新聞資訊
公告
媒體摘要-《紐約時報》商業新聞——9月4日
路透中文
·
09/04
半導體設備板塊持續走低，強一股份跌超7%，華亞智能、金海通、微導納米、硅電股份等跟跌。
智通财经
·
09/04
英偉達收購Hugging Face的金額裏，藏着兩個彩蛋
01Founder
·
09/04
Hugging Face 被英偉達收購後，三位聯創各自身家均達 18 億美元
链捕手
·
09/04
中國正在贏模型，美國仍掌握「貨架」：我們可以做些什麼？
观察者网
·
09/04
大行評級丨花旗：上調博通目標價至515美元，上調AI半導體收入展望
格隆汇
·
09/04
IFA 2026|聯想集團攜手英偉達，將千億參數大模型裝進筆記本！
市场资讯
·
09/04
A股開盤速遞 | 滬指高開0.34% 通信電子領升
智通财经
·
09/04
理工科天才的黃金時代
创事记
·
09/04
英偉達洽談向Thinking Machines Lab投資約 25 億美元
环球市场播报
·
09/04
期權聚焦 | 台積電驚現331萬美元熊市看漲價差，機構賣出420Call收租、押注長期上漲空間受限
期权女巫
·
09/04
期權聚焦 | 英偉達驚現417萬美元雙買跨式大單，偏多收租與波動博弈並存，機構押注大級別行情？
期权女巫
·
09/04
期權聚焦 | 美光科技現110萬美元賣出遠月620美元PUT，虛值收租彰顯逢低接貨意願，看空資金幾乎缺席
期权女巫
·
09/04
美光計劃年底將 HBM 產能擴至約月產 10 萬片
链捕手
·
09/04
英偉達 N1X 設備 10 月出貨，推出開源工具 PAIR
链捕手
·
09/04
黃仁勳140億美元豪賭一隻鴨
虎嗅网
·
09/04
加息預期降温，美股收漲，科技股反彈，特斯拉升逾5%
第一财经
·
09/04
OpenAI發布GPT-6 Astra，奧特曼首次明確將自研人形機器人；英偉達129.3億美元收購Hugging Face，承諾維持開放平台｜全球科技早參
每日经济新闻
·
09/04
9月4日外盤頭條：美副總統萬斯淡化伊朗衝突規模 OpenAI推出GPT-6 Astra 英偉達130億美元收購Hugging Face
环球市场播报
·
09/04
9月4日美股成交額前20：Snowflake領升AI應用軟件 特斯拉、SpaceX均大升逾5%
环球市场播报
·
09/04
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Face的金額裏，藏着兩個彩蛋","url":"https://stock-news.laohu8.com/highlight/detail?id=2664389687","media":"01Founder","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664389687?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 12:12","pubTimestamp":1788495120,"startTime":"0","endTime":"0","summary":"Nvidia昨天收购Hugging Face居然有这么两个彩蛋NVIDIA 收购 Hugging Face 的交易的最终价格是 $12,930,300,000。把前六位 129303 当成 Unicode 码点，就是 U+1F917，对应的 Emoji 正好是：也就是 Hugging Face的logo。Hugging Face 联合创始人 Thomas Wolf 在官宣时就提示过，收购价格里同时藏了 Hugging Face 和 NVIDIA 两个彩蛋。第二个彩蛋也很直接：把 129303 写成十六进制颜色 #129303，得到的是一块很接近 NVIDIA 标志色的绿色。一笔接近 130 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Face 被英偉達收購後，三位聯創各自身家均達 18 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664386588","media":"链捕手","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664386588?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 11:38","pubTimestamp":1788493137,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据彭博社报道，英伟达以约 130 亿美元收购 AI 平台 Hugging Face 后，三位法国联合创始人——38 岁的 Clément Delangue、42 岁的 Julien Chaumond 和 41 岁的 Thomas Wolf——各自身家约 18 亿美元，首次跻身彭博亿万富翁指数。交易预计 2027 年上半年完成，三位联合创始人将在六年留任协议下继续留任。英伟达承诺 Hugging Face 将继续保持开放平台，用户可自由上传和下载 AI 模型和数据集。Hugging Face 成立于 2016 年，最初在巴黎起步，现总部位于布鲁克林。 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09:19","pubTimestamp":1788484741,"startTime":"0","endTime":"0","summary":"AI造富浪潮里，水涨船高的不仅有创业老板的身价，还有顶级打工人的年包，新时代的New Money正在批量制造。天才和人才的区别，就是这么直接。2025年10月，OpenAI回购了一次员工股票，600名员工一共入账66亿美元，其中75人卖满了公司设定的3000万美元上限。所以年龄只是表象，理工天才身价膨胀，离不开另一个大背景：AI的技术迭代速度非常快。","market":"sh","thumbnail":"https://k.sinaimg.cn/n/finance/crawl/354/w550h604/20260904/d09d-42fbac7d30396bce4306a61d761842a6.png/w120h90l50t1832.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/finance/crawl/354/w550h604/20260904/d09d-42fbac7d30396bce4306a61d761842a6.png/w120h90l50t1832.jpg"],"rights":{"source":"sina_tech","url":"http://tech.sina.cn/csj/2026-09-04/doc-iniqrihy4098422.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, 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Machines Lab投資約 25 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664653388","media":"环球市场播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664653388?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 09:15","pubTimestamp":1788484517,"startTime":"0","endTime":"0","summary":"现有投资方安德森霍洛维茨基金向其他潜在投资者透露，由前 OpenAI 首席技术官米拉穆拉蒂执掌的人工智能企业Thinking Machines Lab，正洽谈一轮融资，拟募资 5060 亿美元，投前估值至少 400 亿美元。这家在Thinking Machines Lab占有董事会席位的投资机构表示，预计英伟达将出资约半数资金。英伟达当时表示，计划与Thinking Machines Lab建立 “长期、吉瓦级的战略合作伙伴关系”，外界认为这大概率是帮助这家初创企业获取英伟达紧俏的 AI 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| 台積電驚現331萬美元熊市看漲價差，機構賣出420Call收租、押注長期上漲空間受限","url":"https://stock-news.laohu8.com/highlight/detail?id=1152678577","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152678577?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 09:02","pubTimestamp":1788483728,"startTime":"0","endTime":"0","summary":"当日TSM期权市场出现数笔大额交易，其中一笔规模达331.50万美元净收款的熊市看涨价差尤为突出，配合远月虚值CALL买入，多空分歧明显但偏空资金占据上风。由于两条腿均为虚值CALL，这类结构通常反映资金认为TSM后续上涨空间将受到压制，更倾向于押注股价难以大幅突破上方区间，并以收取权利金的方式表达偏空或至少偏谨慎的判断。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1037948897.HKD","IE00BHPRN162.USD","LU2860962120.EUR","WUGI","LU0345770993.USD","LU2506951792.HKD","LU0882747503.HKD","LU0143863198.USD","BK4550","LU1974910355.USD","LU0861579265.USD","LU0158827781.USD","EDZ","BK4535","LU2237443622.USD","LU0345770308.USD","TSMZ","LU0359201885.HKD","LU2063271972.USD","LU0094547139.USD","BK4504","LU0823414551.USD","LU1852331112.SGD","AIQ","BK4141","KNOW","LU0056508442.USD","LU2089283258.USD","LU0384037296.USD","LU1211504680.USD","LU2543165471.USD","LU0348723411.USD","BK4591","LU0238689110.USD","BK4512","LU1282649810.SGD","LU2360032135.SGD","LU2298321311.HKD","LU2491050071.SGD","BLOX","LU2491050154.USD","LU0719512351.SGD","LU2458330243.SGD","IE0004445239.USD","LU2471134952.CNY","SPWO","CGDG","LU0175139822.USD","LU1868837565.USD","LU0965508806.USD","LU2471134523.USD","BK4532","LU0109392836.USD","TSMY","BK4503","LU1989772923.USD","BGIA","LU1868837722.USD","BK4505","IE00BD6J9T35.USD","LU0572940350.SGD","BK4533","LU2133065610.SGD","LU2249611893.SGD","LU1323610961.USD","LU0316494557.USD","LU1868838027.USD","FDTX","LU2271345857.HKD","ESIM","LU2237443978.SGD","TTEQ","LU2054465674.USD","SGXZ99366536.SGD","LU2360108059.USD","SGXZ51526630.SGD","CORO","BK4602","LU2089284900.SGD","TWN","SG9999004220.SGD","LU0143863784.USD","LU1282649067.USD","IE00BQXX3C00.GBP","LU0965509010.AUD","LU0359202008.SGD","SGXZ81514606.USD","TSMU","LU0124676726.USD","LU0889565833.HKD","LU0572939691.SGD","LU1934455863.HKD","BK4526","LU0072462343.USD","AVSE","CNEQ","LU0211328371.USD","LU0541501648.USD","LU0823414478.USD","CGIC","AVEM","LU2237443549.SGD","BK4605","LU0488056044.USD","LU0211327993.USD","BAI","BK4612","TSM","BK4554","LU2750360997.AUD","LU1508157978.USD","LU0965509101.SGD","LU1267930490.SGD","LU1023057109.AUD","LU2211815571.USD","ADVE","LU0359201612.USD","IE00BQXX3D17.EUR","BK4543","LU0878005551.USD","LU2023250504.SGD","EMC","IE00BFXG0V08.USD","EMM","LU0158827948.USD","LU0965509283.SGD","EMXC","BK4581","LU2023251221.USD","LU2111349929.HKD","LU1037948541.HKD","TWSC","BK4527","LU0642271901.SGD","AVXC","IE00BZ199S13.USD","LU0082616367.USD","LU1048588211.SGD","SPTE","TSMX","BK4548","LU2125154935.USD","LU0889566641.SGD","CHPX","IE00BKPKM429.USD","LU1267930813.SGD","LU1803068979.SGD","LU2458330169.SGD","IE00B3M56506.USD","LU0264606111.USD","LU2663582299.SGD","LU2750360641.GBP","TEK","LU0353189763.USD","LU2237443382.USD","STSM","LU0878004406.USD","LU2041044095.USD","LU1989764748.USD","BK4534","LU0198837287.USD","BK4585","LU0310799852.SGD","LU0689626769.HKD","LU1934455277.USD","LU2247934214.USD","LU2491049909.HKD","LU2106854487.HKD","IE0004091025.USD","LU2250418816.HKD","LU2360106780.USD","SG9999000418.SGD","CWI","IE00BQXX3F31.USD","IEMG","EWT","IE0004086264.USD","LU1989772840.SGD","CGGO","BK4588","LU1712237335.SGD","LU0353189680.USD","IE00B5TLWC47.USD","LU2125154778.USD","LU2471134879.HKD","03145","SMH","UMMA","CGNG","LU0792757196.USD","LU0541502299.USD","LU1934455194.USD","LU2357125470.USD","LU0289960550.SGD","LU1989764664.SGD","LU2211814178.USD","LU0323591593.USD","LU0823421416.USD","LU2087625088.SGD","TSMG","LU0823421333.USD","IE00BYQQ9H92.USD","LU2092937221.SGD","LU1623119135.USD","MEMX","ASIA","LU1316542783.SGD","LU2471134796.USD","LU1917777945.USD","LU2294711713.HKD","TINS","FLTW","LU2028103732.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113591131","title":"期權聚焦 | 英偉達驚現417萬美元雙買跨式大單，偏多收租與波動博弈並存，機構押注大級別行情？","url":"https://stock-news.laohu8.com/highlight/detail?id=1113591131","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113591131?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 09:00","pubTimestamp":1788483645,"startTime":"0","endTime":"0","summary":"NVDA收盘报228.45美元，涨1.80%。当日大单资金呈现偏多收租与波动博弈并存的特征，一笔417.00万美元的双买跨式大单与一笔173.20万美元净收款的牛市看跌价差同场出现，机构在中期偏多基础上，同时为潜在的大级别行情预留波动敞口。Call/Put 成交量比为 1.79，表明当日看涨期权交投活跃度明显高于看跌期权，与整体偏多情绪相互印证。一笔净支出417.00万美元的CALL+PUT双买组合，是展示大单中规模最大的方向性押注。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2286300806.USD","NVDS","IE00B3M56506.USD","LU0057025933.USD","LU0094547139.USD","LU1861220033.SGD","CNEQ","IE00BKPKM429.USD","LU1066053197.SGD","SG9999000418.SGD","BK4551","LU0345768153.USD","LU1069344957.HKD","LU2242650005.HKD","NVD","LU2471134952.CNY","DIPS","LU2023250330.USD","HK0000304805.HKD","IE0003U64NQ7.SGD","LU2063271972.USD","LU2420271590.USD","LU2506951792.HKD","LU2463028550.USD","LU0347712357.USD","LU2047632596.USD","LU2381873111.SGD","IE00BYXW3230.USD","LU2089985449.USD","IE00B3S45H60.SGD","LU2458330169.SGD","LU0823421416.USD","LU0943347566.SGD","BK4554","IE0034235303.USD","LU2089284900.SGD","LU0265550946.USD","SG9999015358.SGD","IE00BMPRXR70.SGD","HK0000304797.USD","SG9999014914.USD","SG9999002224.SGD","SGXZ80539844.SGD","LU2271345857.HKD","NVYY","LU2347655156.SGD","LU0642271901.SGD","BK4550","IE00B19Z8W00.USD","LU0795875169.SGD","LU2461242641.AUD","LU2931357623.SGD","IE00BQXX3C00.GBP","LU1951200564.SGD","LU0138981039.USD","LU1037948541.HKD","LU0345769631.USD","LU1868836591.USD","LU0109391861.USD","LU0072462426.USD","BK4592","BK4585","BK4141","LU0444971666.USD","IE0004445015.USD","LU0070217475.USD","LU0133085943.USD","LU0985320562.USD","LU0788109477.HKD","LU1400636491.USD","LU1992135399.USD","LU2452424414.USD","LU0266013472.USD","IE0034235295.USD","LU2133065610.SGD","2NVD.UK","SGXZ81514606.USD","LU2237443382.USD","LU0553294199.USD","SG9999018865.SGD","LU0323239441.USD","FDTX","LU2213496289.HKD","LU2361044949.HKD","LU1935042991.SGD","LU2430703095.HKD","SG9999015978.USD","LU1066051225.USD","IE00B3SWFQ91.USD","LU0965508806.USD","LU0097036916.USD","LU2054465674.USD","SMH","LU1670756490.USD","IE00BDRTCR15.USD","LU2746668974.SGD","LU1814569148.SGD","LU0354030511.USD","07788","LU2491050071.SGD","SG9999015945.SGD","LU1868837136.USD","TTEQ","LU0861579265.USD","NVII","LU0061474705.USD","LU1721428933.USD","NVDS.UK","LU2168564222.USD","LU1116320737.USD","LU2471134879.HKD","BK4598","BK4614","LU2552382132.HKD","LU0187121727.USD","IE0009356076.USD","BK4543","LU2471134523.USD","IE00B775H168.HKD","LU2168563687.JPY","SG9999014898.SGD","IE00BKVL7J92.USD","USD","SG9999015952.SGD","LU2394011477.USD","LU0029864427.USD","METV","IXN","LU0256863902.USD","LU0211328371.USD","LU2290526834.HKD","LU1712237335.SGD","LU0979878070.USD","LU2089283258.USD","BK4612","LU2746668461.USD","LU2125909247.SGD","LU0708995401.HKD","LU1261432733.SGD","LU1548497426.USD","LU2403377893.USD","LU1935043023.USD","LU2413666426.HKD","SG9999014542.SGD","LU2125154778.USD","SNPE","LU0210533765.USD","HK0000320223.HKD","LU0417517546.SGD","SGXZ51526630.SGD","FAI","LU2125909916.SGD","LU1988902786.USD","LU1989764748.USD","LU1718418525.SGD","LU0077335932.USD","LU0820562030.AUD","LU1366333091.USD","LU0210536198.USD","LU1868836757.USD","IE00B19Z8X17.USD","LU0494093205.USD","LU0820561818.USD","LU2360107168.USD","LU1551013342.USD","LU2505996509.AUD","LU2191332357.HKD","IE00BFSS8Q28.SGD","IE0001KFT4U8.USD","LU1145028129.USD","LU2750360641.GBP","SG9999014880.SGD","TRFK","LU1645745479.HKD","LU2322448791.USD","LU2272731865.HKD","AGOX","NVD2.UK","LU0882574139.USD","LU2456880835.USD","BK4581","XLK","LU1127390331.HKD","NVD3.UK","LU0203201768.USD","HK0000532082.HKD","LU1923622291.USD","LU0545039389.USD","IE00BN29S564.USD","LU0395794307.EUR","IE00BMPRXQ63.HKD","LU1069347547.HKD","CLSE","NVDO","LU1791710400.SGD","LU2471134796.USD","BK4548","LU0061474960.USD","LU1804176565.USD","LU0048584097.USD","LU0274383776.USD","LU0661504455.SGD","LU1923623000.USD","LU0528227936.USD","HK0000819398.USD","LU0342679015.USD","CHAT","FTEC","SG9999002232.USD","LU0390134368.USD","BK4527","IE00BJJMRX11.SGD","NVIW.SI","LU2462157665.USD","LU1242518931.SGD","LU1914381329.SGD","LU0689472784.USD","LU2552382215.SGD","LU2487616109.SGD","LU1037948897.HKD","LU1242518857.USD","LU0203202063.USD","LU2357305700.SGD","IE000KEQY171.SGD","BK4533","LU2505996681.GBP","IE0004445239.USD","LU0557290698.USD","LU0868494617.USD","NVDD","BK4529","LU0949170772.SGD","LU2279689827.SGD","LU2491049909.HKD","AIPI","LU0289961442.SGD","SG9999018857.SGD","LU2592432038.USD","CHPX","LU0276348264.USD","LU0942090050.USD","LU0080751232.USD","LU0251132253.USD","LU1400636574.HKD","LU1571399168.USD","SG9999014567.USD","LU1815336760.USD","EFIV","IE00BMPRXN33.USD","LU0323240290.USD","LU0640476718.USD","LU1732799900.SGD","LU2065170008.USD","BK4579","LU1202635105.USD","LU0823421333.USD","SNVDAmain","LU1003077747.HKD","LU1691799644.USD","LU0107464264.USD","GB00BDT5M118.USD","IE0004091025.USD","LU1989764664.SGD","LU1429558221.USD","LU1861215975.USD","LU1674673691.USD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| 美光科技現110萬美元賣出遠月620美元PUT，虛值收租彰顯逢低接貨意願，看空資金幾乎缺席","url":"https://stock-news.laohu8.com/highlight/detail?id=1142543622","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142543622?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 09:00","pubTimestamp":1788483634,"startTime":"0","endTime":"0","summary":"美光科技今日出现多笔偏多大单，以卖出远月虚值PUT为主，其中一笔620.00美元行权价的卖出PUT规模达110.25万美元，显示资金逢低接货意愿较强，看空资金几乎缺席。从全量大单来看，MU期权资金情绪呈现明确偏多特征，且看空资金几乎缺席。大单主要集中在卖出虚值PUT这类偏多策略上，说明市场更倾向于认为股价中期下方支撑较强，并希望通过收取权利金表达乐观判断。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["XLK","LU1548497426.USD","UDN","SMU00main","JGRO","LU1674673428.USD","LU2896262040.SGD","UUP","SGXZ99366536.SGD","DRMY","MU","SOXQ","IE0002270589.USD","LU2211815571.USD","SG9999001424.SGD","GB00BDT5M118.USD","IE000M9KFDE8.USD","LU1551013425.SGD","MUZ","WLDR","BK4585","IE00BSNM7G36.USD","LU0203345920.USD","MUYY","LEGR","LU2471134879.HKD","LU0203347892.USD","MUU","LU0323591593.USD","LU0820561909.HKD","LU0127658192.USD","LU0889566641.SGD","LU0081259029.USD","LU2168564065.EUR","LU1868836591.USD","LU2360106780.USD","LU2458330243.SGD","LU2357627491.SGD","LU0889565833.HKD","LU1280957306.USD","BK4543","IE00B5949003.HKD","LU2750360997.AUD","LU0792757196.USD","LU2168564149.EUR","CHPX","EMSF","BK4605","LU1316542783.SGD","LU2750360641.GBP","LU2756315664.SGD","IE00BK4W5L77.USD","WUGI","BK4554","RULE","LU2756315318.SGD","LU2168563687.JPY","LU2471134523.USD","IE00BWXC8680.SGD","LU1323610961.USD","BK4566","LU2931357623.SGD","VGT","IXN","IE0009356076.USD","LU0157215616.USD","LU2048586759.USD","SGXZ51526630.SGD","BK4527","AIS","LU2543165471.USD","LU0056508442.USD","LU1629891620.HKD","LU0256863811.USD","LU0859254822.USD","LU0820562030.AUD","LU2054465674.USD","IE00B7SZLL34.SGD","BK4553","DISK","LU1914381329.SGD","LU0133085943.USD","LU0109391861.USD","LU2102340556.USD","TTXU","LU2023250330.USD","LU0640476718.USD","LU0096364046.USD","LU2168564495.EUR","LU0820561818.USD","LU1868837300.USD","LU0274383776.USD","SOXX","LU1778281490.HKD","FTXL","LU0787776722.HKD","LU0238689110.USD","HBMX","BK4533","FXL","LU0708995401.HKD","LU0719512351.SGD","LU2403377893.USD","ARTY","LU0964807845.USD","CGGO","LU1989764748.USD","BK4579","LU1861220033.SGD","LU2250418816.HKD","LU1861215975.USD","BOBP","EFIV","LU1551013342.USD","LU2168564222.USD","LU0256863902.USD","IE0034235303.USD","LU2290526834.HKD","FTEC","BK4512","LU2471134952.CNY","PTF","LU1267930730.SGD","LU1366333091.USD","LU0672654240.SGD","LU1267930813.SGD","USXF","LU2089985449.USD","PSI","TRFK","LU2357305700.SGD","CHPS","IE00B19Z3B42.SGD","MULL","BK4588","XNTK","EGGY","LU0689472784.USD","LU1674673691.USD","LU1852331112.SGD","LU1989764664.SGD","LU0320765059.SGD","LU2213496289.HKD","IE00B1XK9C88.USD","LU0082616367.USD","LU1868836914.USD","CHAT","LU2360107168.USD","IE00BKDWB100.SGD","LU0642271901.SGD","MUG","AIQ","IE00BK4W5M84.HKD","LU1720051108.HKD","LU2458330169.SGD","SGXZ81514606.USD","BK4532","LU1868836757.USD","FAI","LU1145028129.USD","IETC","LU1720051017.SGD","LU0683600562.USD","BAI","LU0943347566.SGD","IE00BJLML261.HKD","AIFD","LU1803068979.SGD","MUD","LU0417517546.SGD","MIC","FDTX","SMH","IE00B19Z3581.USD","LU0210536198.USD","SHOC","LU0154236417.USD","BK4141","LU2286300806.USD","LU0109392836.USD","LU2471134796.USD","BK4575","LU0061475181.USD","LU1868837136.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664800464","title":"美光計劃年底將 HBM 產能擴至約月產 10 萬片","url":"https://stock-news.laohu8.com/highlight/detail?id=2664800464","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664800464?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 08:24","pubTimestamp":1788481473,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据电子新闻 9 月 3 日报道，美光计划将高带宽内存 HBM 产能较去年扩大一倍，今年年底前最多新增月产能 6 万片晶圆。知情人士称，去年美光 HBM 产量约月产 4 万至 5 万片，年底有望达到约月产 10 万片规模，以缩小与三星电子、SK 海力士的差距。美光正增加对多家 HBM 设备商的采购订单，生产基地主要在中国台湾与新加坡晶圆厂，持续导入设备。目前产量以 HBM3E 12 层为主，今年初 HBM4 12 层占比约 20% 至 30%，年底或升至最高 50%。HBM4 12 层将用于英伟达最新 AI 加速器 Vera Rubin，美光自今年二季度起量产该产品。美光 CEO 梅赫罗特拉今年 6 月在 2026 财年三季度业绩会上表示，HBM4 12 层量产爬坡速度约为 HBM3E 12 层的两倍，HBM4 累计出货营收已超 10 亿美元。业界认为三星、SK 海力士各自 HBM 产能约月产 15 万至 20 万片。Counterpoint 数据显示，今年二季度全球 HBM 市占率 SK 海力士 50%、三星 32%、美光 18%。美光还在日本广岛筹备相关投资。 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OpenAI推出GPT-6 Astra 英偉達130億美元收購Hugging Face","url":"https://stock-news.laohu8.com/highlight/detail?id=2664802893","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664802893?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 06:01","pubTimestamp":1788472860,"startTime":"0","endTime":"0","summary":"OpenAI周四表示，已向Daybreak项目中的企业用户推出GPT-6 Astra。英伟达斥资约130亿美元收购人工智能平台Hugging Face英伟达同意以约130亿美元收购人工智能初创公司Hugging Face。交易价格中包括一项最高10亿美元的股权留任计划，用于留住加入英伟达的Hugging 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特斯拉、SpaceX均大升逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664804742","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664804742?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 05:40","pubTimestamp":1788471600,"startTime":"0","endTime":"0","summary":"当地时间9月3日，特斯拉将正式发布其自动驾驶出租车Cybercab。第7名SpaceX大涨6.42%，成交180.21亿美元。霍兰给予SpaceX股票买入评级，并将目标股价从250美元上调至280美元。新目标价意味着SpaceX较目前水平有约100%的上涨空间。Meta发布了其迄今最为强大的AI模型Muse Spark 1.3。第14名Snowflake大涨16.55%，成交80.42亿美元。Snowflake公布超预期的第二财季业绩，营收同比增长35%至15.5亿美元，核心产品收入同比增长37%至14.9亿美元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/2026-09-04/doc-iniqrazh1611105.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["TSLG","LU2210150020.SGD","LU0957808578.USD","LU0256863902.USD","LU2357125470.USD","LU0985489474.SGD","FAI","HBMX","LU1951198990.SGD","LU1720051108.HKD","LU0708994859.HKD","LU2237438978.USD","LU2271345857.HKD","LU2491049909.HKD","SG9999014898.SGD","SPCQ","LU0345770993.USD","SG9999017495.SGD","LU0353189763.USD","LU1064131342.USD","LU2041044095.USD","IE00BKVL7J92.USD","LU0128525689.USD","NVDS","AGOX","LU1645745479.HKD","LU2361044949.HKD","LU1894683348.USD","LU2237957811.SGD","LU2357305700.SGD","IE00BVYPNV92.GBP","SG9999001077.SGD","GOOP","LU0289739343.SGD","LU2087621335.USD","BK4608","LU0238689110.USD","BK4512","LU1988902786.USD","SG9999001424.SGD","LU0133085943.USD","LU1917777945.USD","EFIV","OGIG","LU0234570918.USD","WANT","LU0494093205.USD","LU1989772840.SGD","AAPY","IE0004091025.USD","WARP","LU2360108059.USD","LU0124676726.USD","LU0456855351.SGD","LU1153585028.USD","LU1244550221.USD","LU1670756490.USD","SMETAmain","METW","LU3102509885.SGD","LU1228905037.USD","LU0642271901.SGD","LU2462157665.USD","IE000MB6IJN5.SGD","IE00BK4W5L77.USD","GAMR","SG9999002224.SGD","PSI","IE0004445239.USD","IE0004445015.USD","SG9999011175.SGD","LU1334329650.SGD","LU1823568750.SGD","SGXZ51526630.SGD","LU1202635105.USD","SPCM","BK4573","GOU","LU1670711040.USD","BK4551","THMR","LU0316494557.USD","LU0738911758.USD","LU0274383776.USD","LU1803068623.USD","LU1267930730.SGD","LU2265009873.SGD","LU2756315664.SGD","LU0096364046.USD","BK4577","07766","LU1316542783.SGD","LU2065171402.SGD","LU1116320901.HKD","BK4514","LU0889565833.HKD","WATS","BK4532","CLSE","LU2355687059.USD","LU0106261372.USD","CGBL","LU1923622291.USD","BK4504","LU1267930813.SGD","LU2089985449.USD","LU2125154935.USD","TTEQ","SPCX","LU0289960550.SGD","IE00B1XK9C88.USD","LU2048586759.USD","IE0034235295.USD","LU2592432038.USD","IE00BFSS7M15.SGD","IE00B4JS1V06.HKD","LU1934455863.HKD","IE0001KFT4U8.USD","LU1839511570.USD","SNOU","LU0251131958.USD","LU1697837992.HKD","IE000ITXATA3.USD","BK4507","SMH","BK4548","LU0082616367.USD","LU0787776722.HKD","LU0072461881.USD","IE00BJJMRX11.SGD","AVL","LU2210149790.SGD","LU1196500208.SGD","LU0081259029.USD","LU2023250843.SGD","ESUM","LU0210536198.USD","LU1585245621.USD","LU1989763005.USD","FXL","LU2106854487.HKD","LU0265550359.USD","LU2065169927.USD","LU0960925559.SGD","LU2237443549.SGD","MIC","BK4585","LU1429558221.USD","LU0912757837.SGD","LU2236285917.USD","LU1267930573.SGD","TSLW","LU0203202063.USD","LU2098885051.SGD","LU0006306889.USD","LIT","FDTX","3NVD.UK","LU2168564065.EUR","SHOC","LU1127390331.HKD","LU1670627923.USD","LU2543165471.USD","ARTY","LU2458330169.SGD","LU2213496289.HKD","DAT","HK0000914660.USD","GB00B4QBRK32.GBP","LU0080751232.USD","LU0345768740.USD","LU1861215975.USD","BK4605","SG9999015978.USD","LU1059921491.USD","LU2471134879.HKD","LU0323239441.USD","LU0211326755.USD","IE00BDCRKT87.USD","LU2092937148.SGD","LU1732799900.SGD","IE000M9KFDE8.USD","LU1228905540.USD","IE00BHPRN162.USD","IE000YTNTUN2.SGD","LU0158827948.USD","TSLT","LU1670710661.SGD","IE00BQXX3C00.GBP","LU2168564222.USD","LU1430594728.SGD","LU1791710400.SGD","BK4515","IE000W1ABFV2.USD","LU0965508806.USD","LU0965509283.SGD","LU2360032135.SGD","WISE","LU2931357623.SGD","CHPS","IE000Q6AESB8.SGD","LU0345774391.USD","LU0894486033.HKD","LU0077335932.USD","HK0000320223.HKD","LU1046421795.USD","LU2102340556.USD","LU1084165304.USD","LU0648000940.SGD","LU2381873111.SGD","SGXZ31699556.SGD","LU0203201768.USD","IE00BFSS8Q28.SGD","LU1221951046.USD","LU2097829019.USD","LU2413666426.HKD","LU2092937221.SGD","METD","SOCL","IE000WAW04H5.SGD","LU1037948897.HKD","LU2552382058.USD","LU0211328371.USD","LU1989764748.USD","LU0208291251.USD","BK4554","LU0823411888.USD","LU0708995401.HKD","BK4528","CHAT","LU1074936037.SGD","LU0094547139.USD","MARS","CQTM","LU0310800965.SGD","LU1551013425.SGD","LU0820561909.HKD","NVDU","METU","BK4529","LU0068578508.USD","LFGY","LU0345769128.USD","NVD","LU0154236417.USD","LU0823417653.USD","LU1280957306.USD","LU2317271919.USD","MSFO","DIPS","LU0109392836.USD","LU1815333072.USD","LU2023250330.USD","LU0149725797.USD","LU2111349929.HKD","LU0795875169.SGD","LU1066051225.USD","LU1267930490.SGD","LU1037948541.HKD","LU0868494617.USD","LU2602419157.SGD","LU0528227936.USD","LU1201861165.SGD","LU2249611893.SGD","SNPE","FBL","AVGW","SKYY","LU0170899867.USD","IE0002270589.USD","AIQ","LU2125909593.SGD","BK4141","LU2125154778.USD","LU2095319765.USD","LU0672654240.SGD","IE00BJTD4V19.USD","LU0985320562.USD","IE00BMC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