美股詳情

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2倍做多SMCI ETF-Corgi

41.37

+5.0013.74%

盤後：39.52-1.8484-4.47%16:10 EDT

成交量：519

成交額：2.02萬

市值：62.05萬

市盈率：- -

高：41.37

開：39.52

低：39.52

收：36.37

52周最高：46.62

52周最低：6.21

股本：1.50萬

流通股本：1.50萬

量比：0.51

換手率：3.46%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞公告

SemiAnalysis最新研判：英偉達Rubin Ultra規格縮水，AI服務器開始重新計算「成本賬」

老虎资讯综合

Supermicro 擴展 DCBBS 產品線，推出精密工程 AI 機架系列，加速部署並縮短上線時間

台方查處一起AI芯片跨境流轉案件嚴控英偉達高端芯片走私

塔塔通信有限公司與塔塔電信商業服務公司攜手為印度中小微企業經濟引入統一人工智能基礎設施。

台灣基隆地方檢察署：偵辦不法出口美超微生產高階AI服務器一案，張嫌收押禁見

台灣檢方在「超微」出口調查中再羈押一名嫌疑人

光弘科技：液冷服務器相關業務將於下半年逐步進入量產

台灣基隆地檢署：超微電腦AI服務器疑似非法出口至中國大陸案，再有一名嫌疑人被羈押

Supermicro推出搭載第六代AMD EPYC™ 9006系列CPU的全新服務器，實現1.7倍的跨世代性能

重温稿-BUZZ-美國股市周報：多空交織

一周美股牛榜 | 超微電腦上周飆升24%；洛歇馬丁大升15%；戴爾和雷神技術升10%

老虎资讯综合

上市公司加碼高端印製電路板產能建設

ETF周報 | 2倍做多超微電腦ETF大漲49%；2倍做多特斯拉ETF暴跌35%；美國原油ETF升逾10%；反向科技與能源、貴金屬主題領跑

美國股市周報：多空交織

【券商聚焦】瑞穗大幅下調超微電腦(SMCI)目標價至34美元指其陷資金乾渴或需再融資

超微電腦推出搭載第六代AMD EPYC 9006系列處理器的新服務器產品組合帶來1.7倍代際性能提升。

超微電腦推出搭載第六代AMD EPYC™ 9006系列CPU的新服務器產品線，實現1.7倍的跨代性能提升

Needham上調超微電腦目標價至46美元

期權大單｜SMCI現6600張同向雙賣CALL組合收租，特斯拉遭531萬美元熊市價差押注

ETF日報 | 2倍做多超微電腦ETF漲近40%；二倍做多黃金礦業指數ETF升逾7%；貴金屬與公共事業走強

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Ultra規格縮水，AI服務器開始重新計算「成本賬」","url":"https://stock-news.laohu8.com/highlight/detail?id=1191337680","media":"老虎资讯综合","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191337680?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 16:52","pubTimestamp":1785747178,"startTime":"0","endTime":"0","summary":"研究机构SemiAnalysis最新报告指出，英伟达向核心客户展示的Rubin Ultra预览版规格低于市场此前预期。SemiAnalysis表示，MI455X取消了LPDDR5X配置，并下调DDR5容量，整机DRAM预算明显收缩。报告认为，这背后反映的是AI服务器厂商开始重新平衡成本投入。随着HBM价格持续上涨，Rubin Ultra单机架物料成本一度由约660万美元升至800万美元。不过，SemiAnalysis认为，近期AI存储板块股价大幅波动，并不意味着行业基本面发生根本变化，更大程度上反映了杠杆资金出清及外资获利了结带来的短期冲击。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDD","07388","AMDY","MUD","NVDB","NVDW","NVDY","MUU","07788","AMYY","NVYY","AVS","ANV","DIPS","MU","NVDG","SMYY","NVDA","NVDL","AMD","NVII","SMCL","NVDX","AVGU","MUZ","NVDO","AMDG","AVGO","AVL","NVD","AVGG","NVDS","DAMD","AVGX","DLLL","DELL","SMCZ","SMCX","MUYY","AMDU","MULL","AMDD","AMDW","MIC","NVDU","AMDL","AMUU","SMCC","SMCI","SMCY","HPE","AVGW","NVDQ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656399448","title":"Supermicro 擴展 DCBBS 產品線，推出精密工程 AI 機架系列，加速部署並縮短上線時間","url":"https://stock-news.laohu8.com/highlight/detail?id=2656399448","media":"美通社","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656399448?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 03:11","pubTimestamp":1785525060,"startTime":"0","endTime":"0","summary":"Supermicro DCBBS 机架经过全面测试后，以专用防震防振箱体发货，是 Supermicro DCBBS 产品组合的重要组成部分。Supermicro 面向 AI 数据中心部署的全面机架产品组合  “AI 基础设施始于正确的底层架构，我们专为 AI 打造的机架产品组合旨在加速部署的每个环节。”Supermicro 总裁兼首席执行官 Charles Liang 表示。依托 Supermicro 机架整合服务及模块化 DCBBS 产品组合，Supermicro 能够大规模交付完整的机架级数据中心基础设施解决方案，大幅简化部署流程，帮助客户缩短上线时间。Supermicro 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嚴控英偉達高端芯片走私","url":"https://stock-news.laohu8.com/highlight/detail?id=2654300809","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654300809?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 17:55","pubTimestamp":1785232519,"startTime":"0","endTime":"0","summary":"该案是台湾地区在美国长期施压、要求强化高端科技出口管制的背景下，首次公开落地的AI芯片违规流转专项查处案例，标志着当地对高端算力芯片跨境流通的监管力度显著升级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303097","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["VERS","FTXL","ALAI","PTF","SSG","159813","RAUS","AIFD","SMCC","SMHX","XSD","WTAI","BULZ","PSI","NVDA","SMCY","WISE","OND","SMCZ","CHAT","SMCX","CHPS","NVIW.SI","AIS","META","AIBU","ARTY","SOXL","SOXQ","LRNZ","AIVC","SOXS","SOXY","YMAG","CHPY","EPAI","ESUM","SMH","TEK","TEKX","MAGY","GPTZ","USD","AVGX","AVGC","TSLA","DIPS","FAI","SOXX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654075735","title":"塔塔通信有限公司與塔塔電信商業服務公司攜手為印度中小微企業經濟引入統一人工智能基礎設施。","url":"https://stock-news.laohu8.com/highlight/detail?id=2654075735","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654075735?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 14:09","pubTimestamp":1785218959,"startTime":"0","endTime":"0","summary":null,"market":"us","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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["TEK","GTEK","QMNV","NVIB","AIS","QQJG","QQQG","DAT","SMCC","TEKY","CRTC","AIQD","TTXU","MQQQ","FRWD","QXQ","DRAI","USMD","AIVC","EPAI","QBIG","WDCC","WDAI","TTEQ","THMZ","AXTX","AMZO","ALAI","QNXT","AGIQ","RSPT","DARP","IVEP","TIME","FXL","SMCX","XLKI","SMCY","NTAL","BTHM","ORAC","GPTY","XQQI","AVGC","SPRX","BAY","FDIF","INVN","AIPI","AMZU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654781090","title":"台灣基隆地方檢察署：偵辦不法出口美超微生產高階AI服務器一案，張嫌收押禁見","url":"https://stock-news.laohu8.com/highlight/detail?id=2654781090","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654781090?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 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12:36","pubTimestamp":1785213380,"startTime":"0","endTime":"0","summary":"台湾检方在“超微”出口调查中再羁押一名嫌疑人Wen-Yee Lee路透台北7月28日-基隆地检署周二表示，台湾检方在针对Super Micro公司涉嫌向中国非法出口SMCI.O人工智能服务器的调查中，又羁押了一名嫌疑人。检方表示，这些服务器搭载了受美国出口管制约束的英伟达NVDA.O芯片。此次行动是该调查第三轮搜查的一部分，此前已于5月 (link) 和6月 (link) 进行了前两轮搜查。","market":"hk","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260728:nL4S43U0C5:1","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":["SMCL","LU0053671581.USD","LU1861220033.SGD","BK4585","SMCY","BK4170","SMCC","SMCX","SMYY","SMCI","BK4588","SMCZ","LU1861215975.USD","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654078632","title":"光弘科技：液冷服務器相關業務將於下半年逐步進入量產","url":"https://stock-news.laohu8.com/highlight/detail?id=2654078632","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654078632?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 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12:16","pubTimestamp":1785212189,"startTime":"0","endTime":"0","summary":"台湾基隆地检署宣布，针对超微电脑（SUPER MICRO COMPUTER INC）AI服务器涉嫌非法出口至中国大陆的调查，已再次羁押一名嫌疑人。此案仍在进一步侦办中。","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":["BK4543","SMCI","LU0053671581.USD","SMCX","SMCL","BK4170","BK4585","BK4588","SMCZ","LU1861220033.SGD","LU1861215975.USD","SMCC","SMYY","SMCY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654450370","title":"Supermicro推出搭載第六代AMD EPYC™ 9006系列CPU的全新服務器，實現1.7倍的跨世代性能","url":"https://stock-news.laohu8.com/highlight/detail?id=2654450370","media":"美通社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654450370?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 18:17","pubTimestamp":1785147420,"startTime":"0","endTime":"0","summary":"Supermicro首席商务官Vik Malyala表示：\"本次推出的AMD服务器，是Supermicro DCBBS系列新产品，可提供具高性能、快速扩展性和卓越效率的新一代AI基础设施。\"  All-New Supermicro Servers with AMD EPYC 9006 Series CPUs  点击此处，或通过视频，了解更多关于Supermicro的AMD服务器。Supermicro AMD Helios平台采用液冷式散热，并搭载了AMD Instinct MI455X GPU、第六代AMD EPYC处理器、AMD Pensando网络技术与 AMD 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18:01","pubTimestamp":1785146473,"startTime":"0","endTime":"0","summary":"重温稿-BUZZ-美国股市周报：多空交织转载自周五报道，正文内容无改动。谷歌母公司AlphabetGOOGL.O股价走低，此前支出激增  引发市场对AI投资回报的担忧，而Gemini项目又遭遇延迟**可选消费品板块.SPLRCD暴跌6.1%。AI服务器制造商超微SMCI.O在发布强劲业务更新  后股价飙升，订单额达600亿美元，利好效应  波及戴尔DELL.N及惠普企业HPE.N英特尔INTC.O尽管发布亮眼财报 ，股价仍下跌；周五芯片指数回落半导体指数.SOX收涨1.2%** 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ETF上涨0.46%。","market":"us","thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVXX","QLD","YANG","GDXJ","BKLN","XLK","GDX","EDC","UNG","FXP","ERX","GEVX","DGP","SMCX","DRV","FEMB","FLTR","NUGT","CWB","RCAX","POEL","SMCZ","DUST","NLR","SMH","SCO","TQQQ","PFXF","SLV","WZRD","XLU","FCVT","DUG","UYM","SMCL","SRLN","EWT","NBIC","SRS","TZA","AGQ","ICVT","EWZ","SMCC","PATX","SOXL","RAM","TWM","COHC","UMAL","CNXT","FGRU"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":9,"totalSize":200,"code":"91000000","status":"200"}]}}