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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
AXS Esoterica NextG Economy ETF
85.10
+0.8426
1.00%
盤後：
84.26
-0.8426
-0.99%
19:30 EDT
成交量：
40
成交額：
3,426.67
市值：
3,197.70萬
市盈率：
- -
高：
85.10
開：
84.26
低：
85.10
收：
84.26
52周最高：
97.10
52周最低：
62.65
股本：
37.58萬
流通股本：
37.58萬
量比：
0.11
換手率：
0.01%
股息：
16.52
股息率：
19.41%
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
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| 台積電174萬美元Put比率價差收租佈局，虛值420/350美元組合透露中性偏多；另見38萬美元遠月400Put防禦","url":"https://stock-news.laohu8.com/highlight/detail?id=1198800885","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198800885?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 09:02","pubTimestamp":1789002163,"startTime":"0","endTime":"0","summary":"台积电收报435.36美元，跌0.83%。当日TSM期权大单交易显示，一笔净收款达174.00万美元的Put比率价差组合领先市场，另有38.00万美元远月400Put防御性买入，整体呈现谨慎乐观的偏多情绪。由于420执行价与350执行价均低于当前435.36美元，整体为虚值PUT结构，说明资金并非在押注TSM迅速深跌，而是倾向于判断股价在较长周期内大概率不会明显跌破420附近，并通过卖出较高执行价PUT获取权利金，再用更低执行价PUT进行尾部风险保护。","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":["BK4503","WUGI","CHPX","LU1048588211.SGD","LU0175139822.USD","LU1803068979.SGD","LU0882747503.HKD","BK4548","LU0384037296.USD","EMXC","AVEM","LU0823414478.USD","LU0359201612.USD","LU1282649810.SGD","LU1267930813.SGD","LU0072462343.USD","LU2237443382.USD","UMMA","LU1989764748.USD","LU2663582299.SGD","TSMU","LU2491050154.USD","CNEQ","FLTW","LU0345770308.USD","SMH","LU0965509010.AUD","ESIM","BK4533","LU2041044095.USD","LU2471134879.HKD","BK4532","LU2023251221.USD","LU0359202008.SGD","LU1989764664.SGD","EWT","BK4526","LU2294711713.HKD","BLOX","SGXZ81514606.USD","LU0158827781.USD","LU2360032135.SGD","LU2750360641.GBP","BK4512","TSMX","UDN","BK4602","CGNG","BK4581","IE0004091025.USD","LU0823414551.USD","FDTX","LU1037948541.HKD","LU2087625088.SGD","LU2250418816.HKD","LU2458330169.SGD","TSMY","LU2543165471.USD","LU0264606111.USD","LU0965508806.USD","LU1037948897.HKD","LU2063271972.USD","LU2237443549.SGD","LU2750360997.AUD","LU1852331112.SGD","BK4534","BK4605","LU2237443978.SGD","LU0541502299.USD","LU2298321311.HKD","LU0158827948.USD","LU0541501648.USD","ADVE","03145","LU1917777945.USD","SGXZ51526630.SGD","LU0211327993.USD","LU1023057109.AUD","LU2860962120.EUR","STSM","IE00BFXG0V08.USD","LU2491050071.SGD","LU0056508442.USD","LU0289960550.SGD","LU2458330243.SGD","SPTE","LU1934455277.USD","LU0823421416.USD","LU2247934214.USD","LU1323610961.USD","CGGO","EMM","LU0323591593.USD","LU0965509101.SGD","BK4504","LU0889565833.HKD","LU2360108059.USD","TWSC","LU1989772923.USD","IE00BZ199S13.USD","LU0572939691.SGD","LU2028103732.USD","TINS","LU2133065610.SGD","LU0878005551.USD","AVXC","IE00B5TLWC47.USD","LU1868838027.USD","LU2249611893.SGD","LU0345770993.USD","LU1989772840.SGD","LU0143863198.USD","BAI","LU1712237335.SGD","IE00B3M56506.USD","BGIA","LU2089284900.SGD","BK4141","IE00BYQQ9H92.USD","LU2360106780.USD","LU0878004406.USD","BK4550","LU2211814178.USD","LU1934455863.HKD","LU0823421333.USD","LU2471134952.CNY","SGXZ99366536.SGD","LU2211815571.USD","LU0316494557.USD","BK4543","LU2357125470.USD","LU0143863784.USD","IE00BQXX3F31.USD","LU0353189763.USD","KNOW","LU2089283258.USD","LU2106854487.HKD","LU0198837287.USD","LU0124676726.USD","BK4585","LU2271345857.HKD","LU2023250504.SGD","LU2125154935.USD","IE00BKPKM429.USD","SG9999000418.SGD","IE00BQXX3C00.GBP","LU2111349929.HKD","ASIA","AIQ","EDZ","LU0965509283.SGD","LU1508157978.USD","TSMZ","LU2491049909.HKD","EMC","TWN","LU1623119135.USD","BK4527","TEK","LU0310799852.SGD","LU0082616367.USD","IE00BQXX3D17.EUR","CGIC","LU0211328371.USD","UUP","LU0792757196.USD","BK4554","LU0488056044.USD","BK4505","LU0348723411.USD","LU2471134796.USD","LU0359201885.HKD","LU1211504680.USD","LU1282649067.USD","LU1974910355.USD","CWI","MEMX","LU0109392836.USD","LU0238689110.USD","BK4588","SPWO","CORO","TSM","LU2471134523.USD","LU1934455194.USD","LU1868837565.USD","AVSE","IE00BD6J9T35.USD","LU0642271901.SGD","LU0094547139.USD","LU0719512351.SGD","LU1316542783.SGD","LU0353189680.USD","IE0004086264.USD","BK4612","SG9999004220.SGD","IE0004445239.USD","CGDG","TTEQ","LU0889566641.SGD","LU0861579265.USD","LU1267930490.SGD","BK4535","LU2054465674.USD","LU2125154778.USD","BK4591","IEMG","LU2237443622.USD","LU0689626769.HKD","LU0572940350.SGD","LU2092937221.SGD","LU2506951792.HKD","LU1868837722.USD","TSMG","IE00BHPRN162.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110729362","title":"期權聚焦 | AMD驚現近1400萬美元雙買實值Call組合，多空激烈博弈下中長期看漲信號浮現？","url":"https://stock-news.laohu8.com/highlight/detail?id=1110729362","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110729362?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 09:01","pubTimestamp":1789002070,"startTime":"0","endTime":"0","summary":"当日AMD期权市场出现一笔规模达1398.60万美元的同向双买实值CALL组合，叠加一笔369.60万美元的实值CALL买入，资金在中长期维度上集中押注股价继续上行，但全量大单分布仍偏空，多空博弈较为激烈。总体来看，AMD期权大单情绪偏空，但空方优势并不极端，整体呈现出多空激烈博弈的格局。","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":["LU0174119429.USD","AMDG","BK4605","SMH","AMD","LU0081259029.USD","LU2543165471.USD","LU2360106780.USD","AMDD","LU1303367103.USD","LU0823434583.USD","AMYY","IE0001KFT4U8.USD","SG9999001424.SGD","LU0823434740.USD","LU1989772840.SGD","LU0082616367.USD","LU0642271901.SGD","LU2264538146.SGD","QQQA","LU0889566641.SGD","IE00BMPRXN33.USD","LU1232071149.USD","LU0133085943.USD","LU0251132253.USD","IE00BMPRXR70.SGD","LU0210536198.USD","IE0004445239.USD","IETC","GFSG","LU1242518857.USD","LU2860962120.EUR","LU2361044865.SGD","AIQ","LU1267930813.SGD","GAMR","IE00BMPRXQ63.HKD","BK4543","IE00B1BXHZ80.USD","AMDL","IE00BQXX3F31.USD","LU0390134368.USD","LU1989764748.USD","LU1803068979.SGD","IE00B5949003.HKD","LU1951200564.SGD","LU1989764664.SGD","BK4612","BAI","AMDY","LU2265009873.SGD","LU1861559042.SGD","LU2236285917.USD","WISE","SAMD0main","LU1880398471.USD","BK4512","BK4141","SGXZ81514606.USD","BK4573","LU0109392836.USD","LU1923623000.USD","LU2247934214.USD","LU1951198990.SGD","LU2242649171.HKD","AMDS","IE00BQXX3C00.GBP","LU2896262040.SGD","LU1861220033.SGD","LU0127658192.USD","LU0823421416.USD","BK4554","LU2361045086.USD","AMDW","BK4566","IE00BZ1G4Q59.USD","LU2355687059.USD","LU1988902786.USD","LU0719512351.SGD","AMDC","LU1316542783.SGD","LU2456880835.USD","LU2458330169.SGD","LU2361044949.HKD","SMHX","LU2931357623.SGD","IE00BQXX3D17.EUR","TRFK","GFS","CHPS","AMDU","LU2108987350.USD","LU2360107168.USD","LU2290526834.HKD","BK4575","LU1861215975.USD","BK4532","LU1861558580.USD","TEK","BK4588","LU2462591350.SGD","PSI","WUGI","ARTY","FAI","LU2054465674.USD","LU0792757196.USD","CHAT","LU0274383776.USD","LU1242518931.SGD","BK4585","LEGR","BK4614","LU2458330243.SGD","DAMD","AIS","IE0009356076.USD","USXF","LU1989772923.USD","LU2417539215.USD","LU2098885051.SGD","TTEQ","BK4534","LU1064131342.USD","LU0056508442.USD","SGXZ51526630.SGD","LU2089985449.USD","ILDR","LU2250418816.HKD","SGXZ99366536.SGD","SOXY","LU1804176565.USD","LU0889565833.HKD","LU0979878070.USD","LU2461242641.AUD","SOXX","IE00BKVL7J92.USD","XNTK","LU0198837287.USD","FTXL","AMUU","LU1880398554.USD","LU0786609619.USD","BK4529","LU0048584097.USD","CNAV","LU0823421333.USD","LU1852331112.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154426485","title":"期權聚焦 | 美光科技77.57萬美元賣出虛值Put押注1020美元支撐，另現雙買Put組合博深跌，偏多情緒主導","url":"https://stock-news.laohu8.com/highlight/detail?id=1154426485","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154426485?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 09:00","pubTimestamp":1789002046,"startTime":"0","endTime":"0","summary":"美光科技收盘报1027.77美元，涨2.75%。当日大单交易整体偏多，一笔77.57万美元的虚值PUT卖出成为最突出单腿大单，同时出现小规模双买PUT组合博取潜在深跌，偏多情绪主导盘面。虽然也存在看空Call卖出和双买PUT组合这类偏谨慎或看跌仓位，但整体规模与主导性都明显弱于偏多资金，说明当前大单交易所传递出的主基调仍是乐观中带有一定防御。","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":["IE0034235303.USD","LU0157215616.USD","LU0203347892.USD","MULL","JGRO","LU1145028129.USD","XLK","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU2054465674.USD","IXN","LU2756315318.SGD","LU0210536198.USD","BK4585","FTEC","EFIV","LU0256863902.USD","SOXQ","LU0719512351.SGD","LU1551013342.USD","SGXZ99366536.SGD","SOXX","LU1861220033.SGD","LU2290526834.HKD","LU2543165471.USD","MUYY","SG9999001424.SGD","UUP","LU0964807845.USD","IE00BSNM7G36.USD","LU1323610961.USD","LU2360106780.USD","LU1868836757.USD","LU1674673691.USD","IE00BKDWB100.SGD","MU","IETC","BK4566","LU0056508442.USD","USXF","LU2458330243.SGD","LU0082616367.USD","MIC","CGGO","LU0640476718.USD","LU2471134796.USD","LU0792757196.USD","BK4527","LU2102340556.USD","BK4588","LU0256863811.USD","IE00B1XK9C88.USD","LU0787776722.HKD","LU2471134952.CNY","CHPS","WUGI","LU0689472784.USD","LU0943347566.SGD","LU1280957306.USD","SMH","LU2750360641.GBP","LU1720051108.HKD","IE00B19Z3581.USD","PTF","MUG","LU1861215975.USD","TTXU","LU2286300806.USD","LU2471134879.HKD","LU1852331112.SGD","TRFK","WLDR","LU0154236417.USD","BK4554","BK4605","LU2168564149.EUR","BK4533","LU2168564222.USD","LU2168564495.EUR","LU2756315664.SGD","LU0820561818.USD","SHOC","LU1366333091.USD","LU0234570918.USD","BK4141","DRMY","LU2250418816.HKD","XNTK","LU0820562030.AUD","AIS","EGGY","RULE","LU0859254822.USD","LU2023250330.USD","LU2931357623.SGD","DISK","IE000M9KFDE8.USD","LU0109392836.USD","FTXL","MUZ","LU1316542783.SGD","MUU","CHAT","LU2357305700.SGD","LU0061475181.USD","FDTX","LU1674673428.USD","LU1868837300.USD","BK4532","IE00BK4W5M84.HKD","AIFD","UDN","LU0274383776.USD","BOBP","SGXZ51526630.SGD","AIQ","LU0683600562.USD","LU2750360997.AUD","LU0353189763.USD","LU1868836591.USD","LU1551013425.SGD","LU2048586759.USD","BK4512","LU0820561909.HKD","LU0133085943.USD","MUD","GB00BDT5M118.USD","LU2213496289.HKD","LU0081259029.USD","LU1629891620.HKD","LU0642271901.SGD","LU1267930813.SGD","HBMX","LU2471134523.USD","LU2458330169.SGD","LU1720051017.SGD","LU1914381329.SGD","BK4579","LU0096364046.USD","EMSF","LU0889565833.HKD","LU2357627491.SGD","IE0009356076.USD","IE00B5949003.HKD","ARTY","BK4543","LU0203345920.USD","LU1778281490.HKD","FAI","IE0002270589.USD","LU2896262040.SGD","LU0323591593.USD","LU2089985449.USD","LU2168564065.EUR","BK4575","CHPX","LU2403377893.USD","LU0672654240.SGD","LU0417517546.SGD","LU1548497426.USD","BK4553","LU1989764748.USD","IE00BJLML261.HKD","LU0353189680.USD","IE00BK4W5L77.USD","VGT","LU1868836914.USD","LU1868837136.USD","LEGR","LU1989764664.SGD","LU0109391861.USD","LU1803068979.SGD","PSI","LU2360107168.USD","LU0320765059.SGD","IE00BWXC8680.SGD","LU0889566641.SGD","LU0127658192.USD","LU2087625088.SGD","SMU00main","LU2168563687.JPY","FXL","LU0238689110.USD","LU1267930730.SGD","BAI","LU0708995401.HKD","SGXZ81514606.USD","LU2211815571.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556287","title":"NVIDIA 加價鎖定測試界面產能，台積電等啓動多元供應商驗證","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556287","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556287?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:54","pubTimestamp":1789001650,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，供应链传出，AI 芯片用高阶测试界面产能吃紧，NVIDIA 大举加价包下主流测试界面业者的探针卡及测试座产能，部分研发与工程验证需求受排挤。包括晶圆代工厂台积电及芯片厂已启动多元供应商验证，以应对产能被锁定后的供应压力。 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23:16","pubTimestamp":1788966981,"startTime":"0","endTime":"0","summary":"• 机构对AI数据中心基础设施的强劲需求推动美满电子股价上涨。\n• 该公司宣布即将展示先进的AI互连与存储解决方案。\n• 市场看涨情绪极其高昂，分析师维持“买入”的一致评级。","market":"sh","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262158993-market-movers-mrvl-20260909","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":["LU2272731600.USD","LU1823568750.SGD","LU1316542783.SGD","LU0187121727.USD","LU1815336760.USD","LU0957808578.USD","GTEK","SMHX","LU2089985449.USD","IE0004091025.USD","LU0823421416.USD","LU0823421333.USD","FDTX","BK4588","LU1169590202.USD","LU1989764748.USD","LU0061475181.USD","LU0476273544.USD","LU1720051017.SGD","LU0154236417.USD","AIS","LU0056508442.USD","SOXY","LU0274383776.USD","LU2357305700.SGD","LU0127658192.USD","LU1861215975.USD","MRVL","LU0786609619.USD","MRVX","BK4581","FTXL","IE00BBT3K403.USD","LU1084165304.USD","LU1303367103.USD","ARTY","LU1548497426.USD","QQQA","LU2322448791.USD","LU2290526834.HKD","LU2244417387.USD","LU1261432733.SGD","IE00BLSP4452.SGD","FAI","LU0444973449.USD","LU1119994496.HKD","LU1992135472.HKD","IE00BMPRXQ63.HKD","LU2543165471.USD","LU1642822529.SGD","BK4141","WUGI","LU2458330169.SGD","LU2098885051.SGD","LU1852331112.SGD","LU0642271901.SGD","IE00BMPRXN33.USD","DTCR","BK4543","LU2360107168.USD","XNTK","LU2931357623.SGD","BK4605","LU1046421795.USD","LU2473716301.USD","IE00BLSP4239.USD","MRVU","SG9999000418.SGD","IE00BMPRXR70.SGD","IE0004086264.USD","LU1989764664.SGD","MVLL","LU2272731865.HKD","LU2272731782.SGD","LU0823434740.USD","LU2322448957.HKD","FXL","LU0444971666.USD","LU2458330243.SGD","LU1861220033.SGD","LU1169589451.USD","LU0823434583.USD","BK4604","BK4515","LU0081259029.USD","LU1720051108.HKD","BK4585","LU1235294995.USD","AIFD","LU1992135399.USD","IE00BN8TJ469.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666398895","title":"超威半導體(AMD)股票9月9日盤中上漲3.08%：投資者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2666398895","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666398895?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 22:16","pubTimestamp":1788963383,"startTime":"0","endTime":"0","summary":"• AMD将2030年人工智能潜在市场规模预测上调至3万亿美元。\n• 管理层将长期服务器CPU潜在市场规模预测上调至2200亿美元。\n• 该公司公布最新年度营收为346.4亿美元，净利润为43.3亿美元。","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240105/18b798b01dc3322740b6cbe2bf6a2ac3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240105/18b798b01dc3322740b6cbe2bf6a2ac3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262158688-market-movers-amd-20260909","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":["LU1989772923.USD","ARTY","SGXZ51526630.SGD","FAI","LU2458330243.SGD","LU1861220033.SGD","LEGR","LU1988902786.USD","LU1989764748.USD","SOXX","LU0210536198.USD","IE00B5949003.HKD","SGXZ99366536.SGD","LU2247934214.USD","AMDG","LU0127658192.USD","LU2098885051.SGD","AMDD","LU2360107168.USD","AMDU","LU0823434740.USD","IE0001KFT4U8.USD","USXF","TRFK","AMUU","LU2089985449.USD","LU1064131342.USD","LU2456880835.USD","LU2458330169.SGD","XNTK","LU0198837287.USD","LU0823421416.USD","LU0719512351.SGD","BK4554","LU0081259029.USD","IE00BMPRXQ63.HKD","IE00BMPRXR70.SGD","LU1232071149.USD","LU1804176565.USD","LU2236285917.USD","BK4534","LU2250418816.HKD","LU2931357623.SGD","LU0642271901.SGD","LU2461242641.AUD","LU0174119429.USD","IE00BQXX3C00.GBP","LU1951200564.SGD","LU0048584097.USD","LU0274383776.USD","LU1923623000.USD","BK4532","LU1852331112.SGD","CHAT","BK4588","IE00BQXX3F31.USD","BK4585","BK4141","LU0133085943.USD","BK4573","LU0390134368.USD","ILDR","AMDY","BAI","AIS","LU2265009873.SGD","LU1880398471.USD","LU1242518931.SGD","IE00B1BXHZ80.USD","QQQA","SGXZ81514606.USD","LU2355687059.USD","LU1242518857.USD","LU0792757196.USD","AMDS","LU0082616367.USD","LU2361044949.HKD","LU2543165471.USD","FTXL","IE0004445239.USD","CNAV","LU2054465674.USD","SMH","LU1267930813.SGD","BK4529","PSI","SAMD0main","WISE","LU2361045086.USD","AMDL","TTEQ","LU0056508442.USD","DAMD","LU1803068979.SGD","LU0251132253.USD","AMDC","IE00BMPRXN33.USD","LU0786609619.USD","SMHX","LU1303367103.USD","LU1861558580.USD","SOXY","BK4614","LU2264538146.SGD","LU0823421333.USD","LU0823434583.USD","IE0009356076.USD","BK4543","AMDW","IETC","LU1989772840.SGD","LU1880398554.USD","LU2896262040.SGD","LU2108987350.USD","IE00BKVL7J92.USD","LU1951198990.SGD","BK4512","LU1989764664.SGD","AIQ","LU0109392836.USD","LU1861215975.USD","IE00BZ1G4Q59.USD","LU0889566641.SGD","LU2361044865.SGD","GAMR","BK4605","LU1861559042.SGD","LU2290526834.HKD","LU0979878070.USD","LU2860962120.EUR","AMYY","BK4612","TEK","CHPS","AMD","BK4575","WUGI","LU2242649171.HKD","LU1316542783.SGD","BK4566","SG9999001424.SGD","LU2360106780.USD","LU0889565833.HKD","LU2462591350.SGD","IE00BQXX3D17.EUR","LU2417539215.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666453983","title":"美光科技(MU)股票9月9日盤中上漲3.86%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2666453983","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666453983?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 22:16","pubTimestamp":1788963373,"startTime":"0","endTime":"0","summary":"• 受对先进内存基础设施的强劲需求推动，美光科技大幅上涨。\n• 与超大规模云服务商签订的多年期合同保障了长期收入承诺。\n• 该公司报告年度营收为373.8亿美元。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262158674-market-movers-mu-20260909","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":["LU2211815571.USD","LU1861220033.SGD","LU2048586759.USD","LU2471134952.CNY","WUGI","LU0238689110.USD","LU0109392836.USD","LU0234570918.USD","MUZ","LU0081259029.USD","LU1629891620.HKD","EGGY","LU2089985449.USD","FXL","LU2054465674.USD","ARTY","IETC","LU1720051017.SGD","LU1551013342.USD","LU1674673691.USD","IE00BK4W5M84.HKD","FTXL","LU2458330243.SGD","LU2543165471.USD","LU1868837136.USD","LU0256863902.USD","BK4575","LU2360107168.USD","LU0642271901.SGD","LU2290526834.HKD","LU0256863811.USD","MUYY","LU1674673428.USD","LU2250418816.HKD","PTF","LU1316542783.SGD","LU0683600562.USD","MUU","BK4588","LU1267930813.SGD","PSI","AIS","LU2102340556.USD","BK4579","FTEC","LU2756315318.SGD","LU2357627491.SGD","LU1720051108.HKD","LU0082616367.USD","LEGR","LU0889565833.HKD","IE00BJLML261.HKD","EFIV","LU2286300806.USD","LU0210536198.USD","LU0672654240.SGD","FAI","LU0964807845.USD","LU2168563687.JPY","SGXZ99366536.SGD","CHAT","IE00B5949003.HKD","LU0820562030.AUD","LU2213496289.HKD","LU0133085943.USD","DISK","IE00B1XK9C88.USD","LU0056508442.USD","SHOC","LU0820561909.HKD","BK4554","BK4532","BK4527","LU0109391861.USD","SGXZ51526630.SGD","LU0689472784.USD","LU2471134879.HKD","TRFK","JGRO","BK4553","MUG","XNTK","SOXX","IE00BKDWB100.SGD","IE000M9KFDE8.USD","LU1868837300.USD","AIFD","LU2360106780.USD","LU1778281490.HKD","TTXU","IE0002270589.USD","LU2168564495.EUR","LU2168564222.USD","BOBP","LU0061475181.USD","IE00BK4W5L77.USD","LU2931357623.SGD","LU2168564065.EUR","LU0640476718.USD","LU0859254822.USD","BAI","BK4533","EMSF","LU2023250330.USD","MULL","IE00B7SZLL34.SGD","LU0323591593.USD","LU1989764664.SGD","SMH","MU","LU0708995401.HKD","VGT","LU2087625088.SGD","IE0009356076.USD","IE0034235303.USD","LU0320765059.SGD","BK4585","BK4566","LU0096364046.USD","LU1551013425.SGD","LU0889566641.SGD","GB00BDT5M118.USD","LU2471134796.USD","LU0943347566.SGD","FDTX","XLK","IE00BWXC8680.SGD","IE00B19Z3581.USD","LU1267930730.SGD","LU0353189763.USD","RULE","MIC","WLDR","LU2896262040.SGD","HBMX","CGGO","BK4543","LU2750360641.GBP","CHPS","LU2458330169.SGD","LU1914381329.SGD","LU0154236417.USD","LU1868836591.USD","LU1868836914.USD","SG9999001424.SGD","IE00B19Z3B42.SGD","LU2750360997.AUD","LU1868836757.USD","LU0792757196.USD","LU1803068979.SGD","LU2756315664.SGD","IE00BSNM7G36.USD","LU2357305700.SGD","LU0203345920.USD","LU1852331112.SGD","BK4141","LU2471134523.USD","BK4605","SOXQ","MUD","LU1280957306.USD","LU0787776722.HKD","LU1366333091.USD","LU1861215975.USD","LU0203347892.USD","LU0353189680.USD","LU0820561818.USD","IXN","USXF","CHPX","DRMY","BK4512","SGXZ81514606.USD","LU0719512351.SGD","LU1323610961.USD","LU1989764748.USD","LU0127658192.USD","LU2403377893.USD","LU0417517546.SGD","AIQ","LU0157215616.USD","LU1145028129.USD","LU2168564149.EUR","LU0274383776.USD","LU1548497426.USD","SMU00main"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666539752","title":"美股光通信、存儲板塊走強，邁威爾科技升逾6.5%，中概股走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2666539752","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666539752?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 22:15","pubTimestamp":1788963340,"startTime":"0","endTime":"0","summary":"9月9日晚，美股三大指数低开，截至发稿，道指下跌0.61%，纳指下跌0.48%，标普500指数下跌0.33%。美股光通信板块走高，迈威尔科技涨超6.5%，Lumentum、Coherent涨超3%。存储板块走强，SK海力士涨5.5%，美光科技、闪迪涨超3%，西部数据涨近2%。中概股走低，纳斯达克中国金龙指数跌超1%。爱奇艺跌近4%，京东、理想汽车跌超2%，阿里巴巴下跌2%。国际油价走高，布伦特原油涨破100美元，涨幅2.74%，美油涨近3%。现货黄金涨超1.4%，现货白银上涨2.65%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8wHtnGAQ9CO","rn_cache_url":null,"customStyle":"","selectors":"article, 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SK海力士（SKHY）升逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666553606","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666553606?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 22:11","pubTimestamp":1788963083,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股盘初存储概念板块强势，截止发稿，SK海力士 涨5.42%，闪迪涨3.88%，美光科技涨3.72%，慧荣科技涨2.93%，Rambus涨2.90%。细分数据方面，7月全球芯片总销售额环比下滑9.8%。其中存储板块销售额环比回落16.3%，剔除存储之后的集成电路销售额反而上涨0.9%。存储收入下滑主要来自出货量收缩，但产品价格保持上行，DRAM、NAND平均售价分别环比上涨8.3%、9.8%。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/N2NlYWIzMDQ5MjY5YzU0NWM0NDMwZTE4ZDQ3MjY3ODIxNTA5MDg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/N2NlYWIzMDQ5MjY5YzU0NWM0NDMwZTE4ZDQ3MjY3ODIxNTA5MDg=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305867","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":["OPTZ","HYNX","DISK","TMSL","07709","TTXU","LU1674673428.USD","LU2250418816.HKD","LU2357305700.SGD","VGT","LU1956131251.USD","LU2054465674.USD","CHPX","LU2087625088.SGD","LU1720051108.HKD","LU2089985449.USD","IE0002270589.USD","LU1316542783.SGD","LU2102340556.USD","LU2403377893.USD","LU0964807845.USD","LU2471134523.USD","LU0820561818.USD","LU0056508442.USD","PTF","QQQG","LU2471134952.CNY","IE000M9KFDE8.USD","LU2211815571.USD","CHPS","AIFD","CGGO","SOXQ","LU0109392836.USD","LU0081259029.USD","IE00B1XK9C88.USD","LU2168563687.JPY","FAI","LU1629891620.HKD","ARTY","FXL","LU2756315318.SGD","FDTX","BK4533","RULE","XNTK","BK4588","PSI","LU2360107168.USD","LU0054578231.USD","CNAV","LU0061475181.USD","LU0642271901.SGD","LU1674673691.USD","LU0238689110.USD","IE00BJLML261.HKD","LU0154236417.USD","XLK","LU0943347566.SGD","LU0792757196.USD","LU0109391861.USD","SNDK","TRFK","SKHA","LU1323610961.USD","SG9999002950.SGD","IE00BK4W5L77.USD","IE00BSNM7G36.USD","LU0823397103.USD","IE00B19Z3581.USD","BK4512","MUD","MUZ","LU0823413660.USD","AIQ","LU2896262040.SGD","RMBX","BK4585","LU0203345920.USD","MULL","BOBP","FTEC","LU0719512351.SGD","BK4605","IE00BK4W5M84.HKD","JGRO","LU2048586759.USD","LU2931357623.SGD","SGXZ51526630.SGD","LU0417517546.SGD","LU1868836914.USD","LU0127658192.USD","LU0963586101.USD","LU0787776722.HKD","LU2168564149.EUR","SK","LU0353189763.USD","LU1267930730.SGD","FSMD","LU0859254822.USD","SKHX","IE00B5949003.HKD","LU0323591593.USD","LU0096364046.USD","BK4141","LU1868837300.USD","LU2471134879.HKD","SCHA","LU0256863902.USD","LU2168564495.EUR","HBMX","BK4579","BK4170","IE00BKDWB100.SGD","LU0234570918.USD","SGXZ81514606.USD","LU2290526834.HKD","LU1914381329.SGD","SKHY","USXF","LU0274383776.USD","LU0823413587.USD","LU2750360997.AUD","FCUS","MU","SKHU","MUG","SHOC","LU0133085943.USD","LU0889566641.SGD","LU2756315664.SGD","IE00B19Z3B42.SGD","LU2360106780.USD","SKHZ","SNDC","SNDQ","AIS","BK4527","LU2471134796.USD","LU2286300806.USD","LU0889565833.HKD","BK4566","LU2543165471.USD","LU1861220033.SGD","LU2213496289.HKD","LU1366333091.USD","LU1778281490.HKD","MUU","LU0082616367.USD","XITK","SMH","MUYY","LU0689472784.USD","WUGI","RMBS","IE0009356076.USD","SGXZ99366536.SGD","SOXX","LU0157215616.USD","LU1803068979.SGD","LU1267930813.SGD","IXN","SKUU","LU0203347892.USD","LU2458330243.SGD","CHAT","LU1551013425.SGD","BK4554","EFIV","BK4526","LU0256863811.USD","LU1989764664.SGD","COWG","LU0672654240.SGD","LU1861215975.USD","SKHQ","FTXL","SKHN","SNDG","IE0034235303.USD","SKDD","LEGR","LU2750360641.GBP","SKHYV","IETC","LU1280957306.USD","IE00B7SZLL34.SGD","DRMY","LU2458330169.SGD","BK4575","LU1551013342.USD","LU0820561909.HKD","EMSF","LU1868836591.USD","BK4553","LU0708995401.HKD","LU1868837136.USD","SMU00main","SG9999001424.SGD","SCHM","SIMX","BAI","SNXX","RMBC","SNDU","LU1548497426.USD","LU2023250330.USD","WLDR","LU1720051017.SGD","LU0353189680.USD","LU2168564222.USD","LU1145028129.USD","LU2063271972.USD","LU0640476718.USD","LU0820562030.AUD","SKHL","LU1868836757.USD","MIC","BK4532","GB00BDT5M118.USD","IE00BWXC8680.SGD","LU1852331112.SGD","LU2357627491.SGD","LU0210536198.USD","LU0320765059.SGD","EGGY","SIMO","LU0683600562.USD","LU0823397285.USD","LU2168564065.EUR","LU1989764748.USD","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666584744","title":"大模型涉足半導體設計，EDA會「顫抖」嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2666584744","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666584744?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 17:53","pubTimestamp":1788947597,"startTime":"0","endTime":"0","summary":"7月月之暗面发布KimiK3时，大模型自主Agent连续运行48小时，无人工干预，仅凭开源EDA工具和Nangate45nm工艺库，就完成了一款推理芯片原型的设计、优化与验证。次日，新思科技盘中一度暴跌超12%（收盘跌约8%），Cadence亦遭重挫，单日大跌7.85%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609093869425987.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609093869425987.html","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":"stock_eastmoney","symbols":["LU0823414478.USD","LU0107464264.USD","BK4141","IE0034235188.USD","SG9999004303.SGD","LU1917777945.USD","LU0878004406.USD","LU0792757196.USD","IE00BHPRN162.USD","LU2413666426.HKD","LU2357125470.USD","TSMX","LU1815333072.USD","LU0097036916.USD","LU0572939691.SGD","LU2355687059.USD","LU0823421416.USD","IE00BN0W2T93.GBP","LU1934455194.USD","LU2360107325.USD","BK4527","LU1623119135.USD","LU2023251221.USD","TSMZ","LU1951200564.SGD","LU2247934214.USD","BK4567","SPWO","CHPX","LU0175139822.USD","LU1267930813.SGD","IE00B3M56506.USD","LU0211327993.USD","IE00BN0W2W23.USD","LU1989772923.USD","LU2477742899.HKD","LU2210150020.SGD","BK4585","LU1303367103.USD","IE0004091025.USD","LU0359201612.USD","LU0094547139.USD","BK4534","LU1282649067.USD","LU0170899867.USD","LU2860962120.EUR","LU0124384867.USD","BK4503","SG9999004220.SGD","LU1868838027.USD","LU0143863198.USD","LU2764262908.HKD","SGXZ81514606.USD","SNPS","LU1923622614.USD","IE00B5TLWC47.USD","TTEQ","LU0238689110.USD","LU0541502299.USD","LU0878005551.USD","LU2471134523.USD","ESIM","IE00BQXX3D17.EUR","LU2063271972.USD","TSMG","LU1861215975.USD","LU1861214812.USD","LU0642271901.SGD","EMM","LU1854104046.USD","LU2089283258.USD","LU0198837287.USD","LU2210149790.SGD","LU1978683503.SGD","AVSE","CLOD","LU0158827948.USD","LU0302445910.USD","LU0957808578.USD","LU2125909759.SGD","LU2360032135.SGD","LU1267930490.SGD","LU0354030438.USD","LU2298322129.HKD","LU2543165471.USD","IE0004086264.USD","IE00BYQQ9H92.USD","LU2211815571.USD","LU1821325948.USD","LU2720916845.USD","LU0823421333.USD","LU0965509283.SGD","LU2125909247.SGD","LU0072462343.USD","ADVE","LU1854103824.USD","LU2506951792.HKD","LU2750360641.GBP","LU2092937221.SGD","LU0345770308.USD","LU1852331112.SGD","LU2237443622.USD","LU0354030511.USD","LU2089284900.SGD","BK4591","CDNG","LU1934455277.USD","LU2491050154.USD","LU0266013472.USD","LU2433249047.HKD","LU0310799852.SGD","LU1989764748.USD","LU2750360997.AUD","CGIC","UMMA","LU0211328371.USD","LU2095319765.USD","IE0004445239.USD","BLOX","LU0082616367.USD","LU0359201885.HKD","LU0384037296.USD","TSM","LU0957791311.USD","LU1316542783.SGD","LU1989772840.SGD","LU1861220033.SGD","LU1023057109.AUD","LU2023250504.SGD","LU0728928796.USD","LU2125909916.SGD","LU2458330169.SGD","BK4512","BK4550","LU1989764664.SGD","WUGI","LU2133065610.SGD","LU2125154778.USD","LU1211504680.USD","SGXZ99366536.SGD","KNOW","LU2106854487.HKD","LU0124676726.USD","SGXZ51526630.SGD","IE00BN0W2V16.EUR","LU0316494557.USD","LU2491050071.SGD","LU1803068979.SGD","LU0056508442.USD","LU2413666699.HKD","SMH","LU1037948897.HKD","ASIA","LU2506952410.USD","LU0345770993.USD","TSMU","LU2054465674.USD","CDNS","LU2237443978.SGD","LU2275660780.HKD","LU2271345857.HKD","AVEM","CNEQ","LU0323239441.USD","LU2764263039.SGD","BK4505","PRNT","TWSC","LU2249611893.SGD","LU1282649810.SGD","LU0348723411.USD","LU0323591593.USD","BK4605","LU0488056044.USD","LU1934455863.HKD","AVXC","LU2211814178.USD","LU0823414551.USD","SNPX","BK4532","LU2028103732.USD","LU0965509010.AUD","IE00BFXG0V08.USD","SG9999000418.SGD","LU0312595415.SGD","LU0289960550.SGD","LU0882747503.HKD","LU1642822529.SGD","BK4588","LU0143863784.USD","LU1721428347.USD","LU0096362180.USD","LU2125909593.SGD","LU1951198990.SGD","TSMY","LU0719512351.SGD","STSM","IE00B5949003.HKD","LU0444971666.USD","TINS","CGDG","LU2087625088.SGD","BK4602","IE00BD6J9T35.USD","LU2471134879.HKD","LU0689626769.HKD","CORO","LU1861219969.SGD","LU2458330243.SGD","BK4533","LU2041044095.USD","LU0390134368.USD","LU2125154935.USD","LU2491049909.HKD","LU1868837722.USD","FDTX","LU2237443549.SGD","LU0541501648.USD","LU1048588211.SGD","LU0353189763.USD","LU0572940350.SGD","CWI","LU1868837565.USD","LU2471134952.CNY","IE00BQXX3F31.USD","LU2294711713.HKD","IE0009356076.USD","LU2764263203.CNY","LU2111349929.HKD","LU0264606111.USD","LU0861579265.USD","BK4554","CGGO","LU0724618433.USD","LU0965509101.SGD","LU1323610961.USD","LU1508157978.USD","LU1974910355.USD","LU0965508806.USD","LU0323240290.USD","LU0359202008.SGD","LU0061474960.USD","LU2360108059.USD","BK4543","LU2250418816.HKD","LU1721428933.USD","SPTE","IE00BQXX3C00.GBP","LU1815336760.USD","LU1923623000.USD","LU2360106780.USD","LU2290526834.HKD","IE00BZ199S13.USD","BK4548","LU0158827781.U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再創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2666533583","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666533583?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 15:33","pubTimestamp":1788939227,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据TrendForce集邦咨询最新研究，2026年第二季全球前十大晶圆代工厂合计产值季增11.5%，已接近534.9亿美元，再创新高。分析第二季前十大晶圆代工厂商营收表现，TSMC营收近402亿美元，季增12.1%，以72.5%的市占率稳居龙头。第五名GlobalFoundries(格芯)因消费性客户陆续恢复备货动能，加上AI/Server周边Power、TIA/Driver等产品需求成长，第二季晶圆出货与ASP同步增长，营收季增9.3%至17.9亿美元左右，市占为3.2%。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1493821.html","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":"stock_zhitongcaijing","symbols":["IE00BFXG0V08.USD","EMM","TEK","LUMA","LU0348723411.USD","LU1623119135.USD","BK4591","LU2111349929.HKD","LU2250418816.HKD","LU0823414478.USD","LU2054465674.USD","LU1211504680.USD","CHPX","LU2087625088.SGD","IE00BQXX3C00.GBP","BK4612","LU1316542783.SGD","LU2471134523.USD","LU0289960550.SGD","BK4581","IE00BQXX3D17.EUR","LU0056508442.USD","LU1037948897.HKD","LU2471134952.CNY","LU2125154935.USD","LU1868837565.USD","CGGO","LU2211815571.USD","LU2663582299.SGD","AVSE","LU0109392836.USD","LU0861579265.USD","LU1712237335.SGD","LU1989772923.USD","CORO","STSM","LU0541502299.USD","LU0878004406.USD","FDTX","BK4533","LU0124676726.USD","03145","LU0359201612.USD","BK4588","CNEQ","LU2028103732.USD","AVXC","LU2089284900.SGD","LU2360107168.USD","LU0689626769.HKD","LU1037948541.HKD","CGIC","LU0642271901.SGD","LU0345770993.USD","LU2092937221.SGD","LU0238689110.USD","LU0211327993.USD","TSMG","LU1048588211.SGD","LU1974910355.USD","LU1934455863.HKD","LU0882747503.HKD","LU2237443622.USD","LU0792757196.USD","SPWO","BK4503","LU2237443549.SGD","688249","LU0310799852.SGD","LU0158827781.USD","LU1323610961.USD","LU0965509283.SGD","LU1267930490.SGD","LU0359201885.HKD","IE0004091025.USD","BK4512","BLOX","LU0211328371.USD","AIQ","LU0198837287.USD","LU0264606111.USD","LU2098885051.SGD","LU1303367103.USD","LU2271345857.HKD","BK4602","IE00BKPKM429.USD","CGDG","BK4585","LU0965509101.SGD","IE0009354923.USD","EMC","LU0719512351.SGD","BK4605","BK4548","KNOW","SGXZ51526630.SGD","LU1282649067.USD","BK4505","TWSC","LU2491050071.SGD","LU2360108059.USD","LU2247934214.USD","LU2357125470.USD","LU0823414551.USD","ESIM","TSMU","LU2125154778.USD","LU1934455194.USD","LU0353189763.USD","LU2249611893.SGD","LU0323591593.USD","LU0572939691.SGD","LU2298321311.HKD","BK4141","LU2211814178.USD","LU2133065610.SGD","SGXZ81514606.USD","LU2023251221.USD","LU2290526834.HKD","LU2041044095.USD","LU0143863784.USD","LU2750360997.AUD","LU1868837722.USD","LU0488056044.USD","IE00BHPRN162.USD","LU0823421416.USD","LU0889566641.SGD","LU2506951792.HKD","LU0384037296.USD","SPTE","IE0004086264.USD","LU2360106780.USD","IE00BD6J9T35.USD","IE0004445239.USD","BK4527","LU2360032135.SGD","LU2471134796.USD","TSMZ","IE00B3M56506.USD","IE00B5TLWC47.USD","LU0889565833.HKD","02249","LU1917777945.USD","LU2543165471.USD","LU1861220033.SGD","TINS","LU0965508806.USD","LU0082616367.USD","SMH","BK4550","LU1064130708.USD","TSEM","LU0345770308.USD","WUGI","LU0541501648.USD","688981","LU0359202008.SGD","LU2491050154.USD","SGXZ99366536.SGD","GFSG","LU1803068979.SGD","TSMX","LU1267930813.SGD","TTEQ","LU2294711713.HKD","SGXZ81163826.USD","LU2458330243.SGD","TSEU","AVEM","BK4554","BK4526","CGNG","LAZR","LU1989764664.SGD","LU1861215975.USD","SGXZ49509284.SGD","LU1989772840.SGD","UMMA","LU0143863198.USD","TSM","SG9999000418.SGD","LU2750360641.GBP","LU1934455277.USD","LU2089283258.USD","LU2860962120.EUR","LU2458330169.SGD","IE00BYQQ9H92.USD","LU0094547139.USD","LU0823421333.USD","LU2148510915.USD","LU0878005551.USD","TSMY","BK0214","LU0158827948.USD","LU1282649810.SGD","BAI","LU0572940350.SGD","LU0353189680.USD","LU0072462343.USD","ADVE","LU0316494557.USD","LU2063271972.USD","LU2237443382.USD","LU2237443978.SGD","BK4534","LU1868838027.USD","LU2491049909.HKD","LU1064131003.USD","SG9999004220.SGD","BK4532","LU0175139822.USD","LU0965509010.AUD","LU2023250504.SGD","ASIA","GFS","LU1508157978.USD","LU1852331112.SGD","LU2106854487.HKD","LU1023057109.AUD","TSEG","MEMX","CWI","00981","IE00BQXX3F31.USD","LU2471134879.HKD","LU1989764748.USD","BK4543","IE00BZ199S13.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666300648","title":"AMD 稱 AI 機會 2030 年達 2 萬億美元，數據中心 2027 年預計達 700 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666300648","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666300648?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 14:37","pubTimestamp":1788935860,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，AMD 于 2026 年 9 月 8 日在花旗 2026 年全球 TMT 大会上表示，人工智能相关机会至 2030 年可达 2 万亿美元。公司预计数据中心业务将在 2027 年翻倍，销售额约达 700 亿美元，其中 AI GPU 贡献约 400 亿美元，其余来自服务器 CPU。服务器 CPU 市场至 2030 年规模上调至 2200 亿美元，此前估计为 600 亿美元。AMD 已获得 290 亿至 300 亿美元采购承诺，获得台积电所有客户中最大的产能分配增幅，但仍面临晶圆、HBM 内存、先进封装和基板供应紧张。MI450 将于 2026 年第三季度开始量产出货，第四季度进一步放量。第三季度毛利率指引为 56%，因 MI450 爬坡，2026 年第四季度及 2027 年毛利率预计略有下降。首席财务官 Jean Hu 表示，AI 的速度、规模和崛起前所未有。AMD 已宣布 Meta、OpenAI 和 Anthropic 三家主要锚定客户，均涉及多吉瓦部署及多代合作。Helios 正在机架级放量。已完成对 Taalas 的收购，并与 Cerebras 合作整合 Helios 系统与其晶圆级引擎技术。服务器 CPU 预计 2026 年下半年同比增长超过 80%，进入 2027 年增长超过 70%。企业服务器收入在 2026 年第二季度增长超过 70%。 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