港股详情

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上海复旦

28.800

-1.800-5.88%

成交量：1,922.44万

成交额：5.72亿

市值：236.45亿

市盈率：38.37

高：31.450

开：30.950

低：28.500

收：30.600

数据加载中...

总览公司新闻公告

港股概念追踪|2025年半导体产业复苏 DeepSeek带动国产供应链（附概念股）

港股午评|恒生指数早盘跌0.59% 半导体板块集体承压

港股异动 | 半导体股集体承压华虹半导体(01347)跌超4% 中芯国际(00981)跌超3%

上海复旦02月06日主力资金流入1587万元连续3日加仓

异动解读 | AI算力芯片需求旺盛上海复旦盘中大涨5.12%

【港股半导体股走势分化华虹半导体跌超3%】截至发稿，华虹半导体(01347.HK)跌3.49%、中芯国际(00981.HK)跌1.98%，而脑洞科技(02203.HK)、上海复旦(01385.HK)小幅上涨。

金十数据全球财经早餐 | 2025年2月5日

上海复旦(01385)上涨10.04%，报15.78元/股

港股午评|恒生指数早盘涨2% 半导体板块全面领涨恒生科技

【港股异动丨中芯华虹飙升9%，据报台积电明年整体先进制程将全面加价】港股市场芯片股全线上扬。其中，中芯国际一度涨9%报45.7港元，创历史新高；华虹半导体也一度抽升9.6%，上海复旦涨近9%，晶门半导体一度涨25%。中国台湾媒体引述芯片业界称，由于美国制造成本至少较台湾高三成，加上考虑特朗普政策、先进制程产能供不应求等多项因素，台积电明年整体先进制程报价将全面加价，业界估计调升幅度约5%至10%，亦有可能透过加价3%与取消折让优惠等措施。

异动解读 | 半导体股掀涨潮上海复旦涨7.81%领涨

【港股异动 | 半导体股走强华虹半导体(01347.HK)涨超8% 中芯国际(00981.HK)盘中涨超7%创新高】半导体股走强，中芯国际一度涨超7%破顶。截至发稿，华虹半导体(01347.HK)涨8.08%，报24.75港元；上海复旦(01385.HK)涨7.25%，报15.38港元；中电华大科技(00085.HK)涨7.2%，报1.34港元；中芯国际(00981.HK)涨6.21%，报44.5港元。

港股半导体股走强晶门半导体大涨25%

港股异动 | 半导体股走强华虹半导体(01347)涨超8% 中芯国际(00981)盘中涨超7%创新高

异动解读 | DeepSeek引发芯片股恐慌上海复旦(01385)盘中大跌5.92%

DeepSeek爆火引发硅谷恐慌芯片股延续跌势上海复旦(01385)跌4.34%

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AI”战略规划，机构指其具备数据优势。泡泡玛特涨2.25%，股价创历史新高。博彩股早盘普跌，1月澳门博彩收入同比下滑5.6%，高盛预计上季度行业收入短暂回调。光伏股全线走低，新能源全面入市新政出炉，新能源项目投资收益率或发生变化。","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":"http://www.zhitongcaijing.com/content/detail/1248185.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00981","HHImain","BK1607","BK1526","HSI","159582","BK1589","HSCEI","01347","BK1610","LU0320764599.SGD","IE0034224299.USD","SG9999006597.SGD","513600","02833","LU0708995583.HKD","MCHmain","01385","HSTECH","BK1163","LU0052750758.USD","YANG"],"gpt_icon":1},{"id":"2510847784","title":"港股异动 | 半导体股集体承压 华虹半导体(01347)跌超4% 中芯国际(00981)跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2510847784","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510847784?lang=zh_cn&edition=fundamental","pubTime":"2025-02-11 11:14","pubTimestamp":1739243681,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，半导体股早盘集体承压，截至发稿，上海复旦跌4.27%，报16.6港元；华虹半导体跌4.02%，报26.25港元；中芯国际跌3.56%，报46.1港元。消息面上，据央视新闻报道，当地时间2月10日，美国总统特朗普签署行政命令，宣布对所有进口至美国的钢铁和铝征收25%关税。特朗普当天还表示，相关要求“没有例外和豁免”。特朗普还表示，将考虑对汽车、芯片和药品征收关税。值得注意的是，中芯、华虹四季度业绩公布在即。","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":"http://www.zhitongcaijing.com/content/detail/1248175.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00981","01385","IE0034224299.USD","BK0214","LU1064130708.USD","LU2148510915.USD","BK1607","159582","BK1163","LU0320764599.SGD","SGXZ49509284.SGD","01347","688981","LU1064131003.USD","BK1610","BK1526","SG9999006597.SGD","LU0052750758.USD","SGXZ81163826.USD","LU0708995583.HKD","BK1589"],"gpt_icon":0},{"id":"2509246481","title":"上海复旦02月06日主力资金流入1587万元 连续3日加仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2509246481","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509246481?lang=zh_cn&edition=fundamental","pubTime":"2025-02-06 16:15","pubTimestamp":1738829739,"startTime":"0","endTime":"0","summary":"02月06日, 上海复旦股价涨5.83%，报收17.78元，成交金额2.16亿元，换手率4.36%，振幅7.26%，量比2.53。上海复旦今日主力资金净流入1587万元，连续3日净流入，上一交易日主力净流入513万元。近一年数据显示，该股主力连续3日净流入后，次日上涨概率为53.85%，平均涨幅为4.26%。该股近5个交易日上涨16.97%，主力资金累计净流入3532万元；近20日主力资金累计净流入3284万元，其中净流入天数为7日。该股主力净额占比0.31%，港股市场排名22/2647。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250206161611a23b6238&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250206161611a23b6238&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1163","01385"],"gpt_icon":0},{"id":"1179063737","title":"异动解读 | AI算力芯片需求旺盛 上海复旦盘中大涨5.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179063737","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179063737?lang=zh_cn&edition=fundamental","pubTime":"2025-02-06 10:48","pubTimestamp":1738810116,"startTime":"0","endTime":"0","summary":"上海复旦集团(01385)今日盘中大涨5.12%,备受市场关注。\n\n这一涨幅的主要原因是,据最新研报报告,展望未来,生成式人工智能(AI)应用有望成为AI浪潮的新主流,将带来对芯片的大量需求。作为AI芯片龙头之一的上海复旦集团,将直接受益于这一行业趋势。\n\n分析人士指出,随着DeepSeek等大模型的不断发展,AI算力芯片的需求预计将在成本快速下降的背景下大幅扩张。同时,端侧AI应用如AI手机、智能硬件等领域,也将持续升级,从而推动上海复旦等AI芯片厂商的业绩增长。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01385"],"gpt_icon":0},{"id":"2509441377","title":"【港股半导体股走势分化 华虹半导体跌超3%】截至发稿，华虹半导体(01347.HK)跌3.49%、中芯国际(00981.HK)跌1.98%，而脑洞科技(02203.HK)、上海复旦(01385.HK)小幅上涨。","url":"https://stock-news.laohu8.com/highlight/detail?id=2509441377","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509441377?lang=zh_cn&edition=fundamental","pubTime":"2025-02-05 10:53","pubTimestamp":1738723983,"startTime":"0","endTime":"0","summary":"截至发稿，华虹半导体(01347.HK)跌3.49%、中芯国际(00981.HK)跌1.98%，而脑洞科技(02203.HK)、上海复旦(01385.HK)小幅上涨。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/05105347952962.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["02203","LU0052750758.USD","01385","LU0708995583.HKD","BK1607","LU1064131003.USD","SGXZ81163826.USD","BK1589","HSTECH","BK1526","LU2148510915.USD","HSCEI","BK1610","IE0034224299.USD","07226","SGXZ49509284.SGD","LU1064130708.USD","SG9999006597.SGD","688981","LU0320764599.SGD","01347","159582","BK1163","YANG","BK0214"],"gpt_icon":0},{"id":"2509809413","title":"金十数据全球财经早餐 | 2025年2月5日","url":"https://stock-news.laohu8.com/highlight/detail?id=2509809413","media":"金十数据","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509809413?lang=zh_cn&edition=fundamental","pubTime":"2025-02-05 06:37","pubTimestamp":1738708651,"startTime":"0","endTime":"0","summary":"特朗普欲将伊朗石油出口归零，油价V型反转；美国劳动力市场再呈放缓迹象，现货金价涨破2840再创历史记录；港股大爆发……昨夜今晨，全球都发生了哪些大事？","market":"us","thumbnail":"https://img.jin10.com/news/25/01/tnqSLpMmbL4OHR_ZjnN2j.jpg/lite","type":0,"news_type":0,"thumbnails":["https://img.jin10.com/news/25/01/tnqSLpMmbL4OHR_ZjnN2j.jpg/lite"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://xnews.jin10.com/webapp/details.html?id=161634&type=news&data_type=0","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":"xnew_highlight","symbols":["SH","USAW.SI","09988","UPRO","ESmain","81810","01347","SPXU","LU1988902786.USD","LU0154236417.USD","MACW.SI","OEF",".SPX","LU0353189680.USD","03145","SG9999000418.SGD","SSO","IE00B7KXQ091.USD","AAPL","01810","LU1923623000.USD","USJW.SI","SDS","00361","SPY","EVS.SI","BK4122","TSYW.SI","02878","01385","SGXZ99366536.SGD","XPEV","GOOG","LU0107464264.USD","BABA","TSLA","IVV","BK4525","AMZN","LU1974910355.USD","LU0878005551.USD","OEX","09868"],"gpt_icon":1},{"id":"2508148468","title":"上海复旦(01385)上涨10.04%，报15.78元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2508148468","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508148468?lang=zh_cn&edition=fundamental","pubTime":"2025-02-04 14:59","pubTimestamp":1738652380,"startTime":"0","endTime":"0","summary":"2月4日，上海复旦盘中上涨10.04%，截至14:59，报15.78元/股，成交4656.38万元。关键经营数据显示，公司的射频识别读写器RFID/Reader累计出货量超过100亿片，单相表主控MCU市场占有率超过60%，累计销售高可靠工业级主控MCU达到4亿颗，非挥发存储器月出货量超过亿片。截至2024年三季报，上海复旦营业总收入26.84亿元、净利润4.27亿元。","market":"hk","thumbnail":"","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.jrj.com.cn/2025/02/04145947946079.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK1163","01385"],"gpt_icon":0},{"id":"2508102244","title":"港股午评|恒生指数早盘涨2%   半导体板块全面领涨恒生科技","url":"https://stock-news.laohu8.com/highlight/detail?id=2508102244","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508102244?lang=zh_cn&edition=fundamental","pubTime":"2025-02-04 12:00","pubTimestamp":1738641620,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数早盘涨2%，报20622点；恒生科技指数大涨3.91%。半导体股走强，华虹半导体涨8.73%，中芯国际盘中涨超7%创新高。中资券商股早盘普涨，中长期资金入市制度落地，机构称行业Q4业绩或为短期利好催化。康耐特光学早盘涨超9%，预计全年纯利同比增超30%，公司近期获歌尔股份入股。中国中免早盘涨5%，春节期间海南多地发放免税消费券 今年免税销售表现有望同比改善。","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":"http://www.zhitongcaijing.com/content/detail/1245554.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00981","01385","IE0034224299.USD","BK1607","02833","159582","MCHmain","BK1163","HSTECH","LU0320764599.SGD","01347","07226","YANG","HHImain","HSCEI","BK1610","BK1526","SG9999006597.SGD","513600","LU0052750758.USD","HSI","03033","LU0708995583.HKD","159740","BK1589"],"gpt_icon":1},{"id":"2508104098","title":"【港股异动丨中芯华虹飙升9%，据报台积电明年整体先进制程将全面加价】港股市场芯片股全线上扬。其中，中芯国际一度涨9%报45.7港元，创历史新高；华虹半导体也一度抽升9.6%，上海复旦涨近9%，晶门半导体一度涨25%。 中国台湾媒体引述芯片业界称，由于美国制造成本至少较台湾高三成，加上考虑特朗普政策、先进制程产能供不应求等多项因素，台积电明年整体先进制程报价将全面加价，业界估计调升幅度约5%至10%，亦有可能透过加价3%与取消折让优惠等措施。","url":"https://stock-news.laohu8.com/highlight/detail?id=2508104098","media":"金融界","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508104098?lang=zh_cn&edition=fundamental","pubTime":"2025-02-04 11:35","pubTimestamp":1738640106,"startTime":"0","endTime":"0","summary":"港股市场芯片股全线上扬。其中，中芯国际一度涨9%报45.7港元，创历史新高；华虹半导体也一度抽升9.6%，上海复旦涨近9%，晶门半导体一度涨25%。 中国台湾媒体引述芯片业界称，由于美国制造成本至少较台湾高三成，加上考虑特朗普政策、先进制程产能供不应求等多项因素，台积电明年整体先进制程报价将全面加价，业界估计调升幅度约5%至10%，亦有可能透过加价3%与取消折让优惠等措施。","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":"https://24h.jrj.com.cn/2025/02/04113547944595.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK1163","IE0034224299.USD","LU0572939691.SGD","LU1508157978.USD","YANG","688981","LU0143863198.USD","LU0792757196.USD","LU2360032135.SGD","LU1868837565.USD","03145","LU1282649067.USD","LU2125154935.USD","02878","LU2360106780.USD","LU1282649810.SGD","LU0823414551.USD","LU1211504680.USD","01347","LU2249611893.SGD","BK4503","LU0541501648.USD","LU1989764664.SGD","LU2458330243.SGD","LU2237443549.SGD","BK4585","LU2294711713.HKD","LU0889565833.HKD","SG9999000418.SGD","BK4581","LU1623119135.USD","LU0143863784.USD","LU0052750758.USD","159813","BK4527","BK4543","LU0488056044.USD","LU2506951792.HKD","07226","HSCEI","IE00BHPRN162.USD","LU0348723411.USD","LU0572940350.SGD","BK1610","00981","BK4533","TSM","LU2491050071.SGD","LU2663582299.SGD","01385"],"gpt_icon":0},{"id":"1125575230","title":"异动解读 | 半导体股掀涨潮 上海复旦涨7.81%领涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1125575230","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125575230?lang=zh_cn&edition=fundamental","pubTime":"2025-02-04 10:14","pubTimestamp":1738635298,"startTime":"0","endTime":"0","summary":"在半导体行业发展前景向好的大背景下,上海复旦今日盘中大涨7.81%,领涨半导体股板块。消息面上,随着人工智能发展带动云端、边缘AI芯片需求旺盛,加之半导体国产化进程加速,为包括上海复旦在内的国内半导体企业带来重大发展机遇。此外,近年中国半导体产业链面临严峻外部环境,国产化生存发展迫在眉睫,推动先进制程、设备等核心领域国产化加速,上海复旦作为先进半导体晶圆代工厂商,将迎来重大机遇。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01385"],"gpt_icon":0},{"id":"2508210645","title":"【港股异动 | 半导体股走强 华虹半导体(01347.HK)涨超8% 中芯国际(00981.HK)盘中涨超7%创新高】半导体股走强，中芯国际一度涨超7%破顶。截至发稿，华虹半导体(01347.HK)涨8.08%，报24.75港元；上海复旦(01385.HK)涨7.25%，报15.38港元；中电华大科技(00085.HK)涨7.2%，报1.34港元；中芯国际(00981.HK)涨6.21%，报44.5港元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2508210645","media":"金融界","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508210645?lang=zh_cn&edition=fundamental","pubTime":"2025-02-04 10:14","pubTimestamp":1738635278,"startTime":"0","endTime":"0","summary":"半导体股走强，中芯国际一度涨超7%破顶。截至发稿，华虹半导体(01347.HK)涨8.08%，报24.75港元；上海复旦(01385.HK)涨7.25%，报15.38港元；中电华大科技(00085.HK)涨7.2%，报1.34港元；中芯国际(00981.HK)涨6.21%，报44.5港元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6ee53cd6a360e22e1707123779e546a5","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/04101447943890.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["SGXZ81163826.USD","BK0214","IE0034224299.USD","LU1064131003.USD","SGXZ49509284.SGD","LU2148510915.USD","LU1064130708.USD","BK1163","BK1526","LU0708995583.HKD","SG9999006597.SGD","BK1607","BK1610","00085","01385","LU0052750758.USD","01347","159582","LU0320764599.SGD","688981","00981","BK1589"],"gpt_icon":0},{"id":"2508404105","title":"港股半导体股走强 晶门半导体大涨25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2508404105","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508404105?lang=zh_cn&edition=fundamental","pubTime":"2025-02-04 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中芯国际(00981)盘中涨超7%创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2508610509","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508610509?lang=zh_cn&edition=fundamental","pubTime":"2025-02-04 10:03","pubTimestamp":1738634614,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，半导体股走强，中芯国际一度涨超7%破顶。截至发稿，华虹半导体涨8.08%，报24.75港元；上海复旦涨7.25%，报15.38港元；中电华大科技涨7.2%，报1.34港元；中芯国际涨6.21%，报44.5港元。对于人工智能芯片市场，该行认为中国芯片供应商可能略受利好。另外，受人工智能芯片禁令影响，国内人工智能芯片仍处于短缺状态。民生证券指出，半导体的核心成长逻辑来自国产化。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6ee53cd6a360e22e1707123779e546a5","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1245525.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1610","BK1163","159582","LU1064131003.USD","BK0214","01347","01385","BK1526","LU0320764599.SGD","IE0034224299.USD","688981","BK1589","LU0708995583.HKD","LU1064130708.USD","SGXZ49509284.SGD","SGXZ81163826.USD","LU2148510915.USD","SG9999006597.SGD","LU0052750758.USD","00085","00981","BK1607"],"gpt_icon":1},{"id":"1189100621","title":"异动解读 | DeepSeek引发芯片股恐慌 上海复旦(01385)盘中大跌5.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189100621","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189100621?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 10:03","pubTimestamp":1738029782,"startTime":"0","endTime":"0","summary":"上海复旦(01385)今日盘中大幅下挫5.92%,主因DeepSeek的突然崛起引发了芯片股的下跌恐慌情绪。\n\nDeepSeek是一家开源的AI公司,其低成本的AI模型训练方式颠覆了投资者对于硅谷科技巨头在AI领域巨额投入的认知。数据显示,DeepSeek的AI模型成本仅为OpenAI ChatGPT的十分之一,引发了投资者对硅谷公司在AI领域持续高投入的担忧。\n\n由于上海复旦的主营业务为芯片设计和制造,受到DeepSeek事件的牵连,投资者担忧其未来业绩可能受到影响。据分析,随着更多低成本AI技术的涌现,芯片公司在AI领域的高投入模式或将被迫调整,因此导致芯片股当日回落。","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":"-1","news_top_title":"异动解读 | DeepSeek引发芯片股恐慌 上海复旦(01385)盘中大跌5.92%","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01385"],"gpt_icon":0},{"id":"2506655344","title":"DeepSeek爆火引发硅谷恐慌 芯片股延续跌势 上海复旦(01385)跌4.34%","url":"https://stock-news.laohu8.com/highlight/detail?id=2506655344","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2506655344?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 09:50","pubTimestamp":1738029049,"startTime":"0","endTime":"0","summary":"金吾财讯 | 芯片股延续跌势，宏光半导体 跌4.84%，上海复旦跌4.34%，中芯国际跌3.28%，华虹半导体跌2.66%。隔夜美股芯片股受挫，DeepSeek爆火引发硅谷恐慌，迈威尔科技跌19.1%，博通收跌17.4%，英伟达跌近17%，台积电跌13.33%，美国超微公司跌6.37%，思科跌5.06%。硅谷科技巨头如在AI领域的投入动辄数十亿甚至数百亿美元，而DeepSeek的成功表明，AI模型的开发可能并不需要如此巨额的投资。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952302","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00981","01385","01347","06908","159813"],"gpt_icon":1}],"pageSize":16,"totalPage":13,"pageCount":6,"totalSize":200}]}}