美股详情

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美国超微公司

96.39

-0.2550-0.26%

盘前：96.560.1700+0.18%04:14 EDT

成交量：3,045.67万

成交额：29.21亿

市值：1,557.95亿

市盈率：96.39

高：97.49

开：95.58

低：94.27

收：96.65

数据加载中...

总览公司新闻公告

英特尔给AMD制造了大麻烦

半导体行业观察

AMD YES！RX 9070 XT 4K游戏性能媲美RTX 5080，预定2025显卡性价比之王

人气超ChatGPT的“东方力量”，DeepSeek强在哪？

与AMD一决高下！Intel将至强6处理器降价30%

DeepSeek遭大规模恶意攻击，IP地址都在美国

【花旗：AI支出目前应该会继续强劲增长】花旗分析师表示，尽管DeepSeek的成功引发了对人工智能开发成本的质疑，但AI支出目前应该会继续强劲增长，并指出这家中国公司的模型以利用云服务提供商为基础，而这项技术仍处于起步阶段。花旗分析师Christopher Danely表示，尽管AI支出增长似乎没有放缓，但“最终需要看到某种投资回报，否则支出可能会迅速放缓”，“每当AI支出大幅放缓时，博通将受到最大影响，这是考虑到其24%的AI敞口和70%的倍数扩展，”Danely写道。花旗表示，“鉴于美光科技的AI敞口为8%，该公司也将受到影响”，而“AMD也会受影响，但影响较小，因为其MI300产品非常适合DeepSeek使用的开放式AI系统，这对AMD来说可能是件好事”。

花旗：AI支出目前应该会继续强劲增长

【美股“七姐妹”｜英伟达反弹超8.9%，苹果涨超3.6%】周二，“Magnificent 7”中，英伟达收涨8.93%，在1月27日欧美科技股遭受重挫后略微有所反弹；苹果涨3.65%，连续第二个交易日反弹；微软涨2.91%，Meta Platforms涨2.19%，谷歌A涨1.82%，亚马逊涨1.16%，特斯拉涨0.24%。此外，台积电收涨5.25%，礼来制药则收跌0.39%，AMD跌0.73%，巴菲特旗下伯克希尔哈撒韦B类股跌1.00%。

Melius Research：下调Advanced Micro Devices(AMD.US)评级，由买入调整至持有评级, 目标价由160.00美元调整至129.00美元。

观点综述：DeepSeek掀起算力新范式芯片支出仍有望强劲增长

环球市场播报

Melius将AMD公司评级下调至持有，目标价129美元。

DeepSeek掀翻美股，凭什么？

多只芯片股盘前走高英伟达(NVDA)涨4.75% 英特尔前CEO称DeepSeek获促进运算进一步普及

美股芯片股盘前反弹，英伟达涨近5%，博通涨超3%，AMD、台积电涨超1%

每日经济新闻

“神秘东方力量”冲击美股！DeepSeek火爆全网

全球爆火！中国知名公司凌晨发布：遭大规模恶意攻击

中国模型引发震撼，美巨头骤然暴跌！

中国模型引发震撼，美巨头暴跌近17%！

美股成交额TOP 20｜DeepSeek冲击全球算力！半导体板块全线暴跌

美国超微公司盘中异动股价大跌5.17%

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Danely表示，尽管AI支出增长似乎没有放缓，但“最终需要看到某种投资回报，否则支出可能会迅速放缓”，“每当AI支出大幅放缓时，博通将受到最大影响，这是考虑到其24%的AI敞口和70%的倍数扩展，”Danely写道。花旗表示，“鉴于美光科技的AI敞口为8%，该公司也将受到影响”，而“AMD也会受影响，但影响较小，因为其MI300产品非常适合DeepSeek使用的开放式AI系统，这对AMD来说可能是件好事”。","url":"https://stock-news.laohu8.com/highlight/detail?id=2507657834","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507657834?lang=zh_cn&edition=fundamental","pubTime":"2025-01-29 07:39","pubTimestamp":1738107563,"startTime":"0","endTime":"0","summary":"花旗分析师表示，尽管DeepSeek的成功引发了对人工智能开发成本的质疑，但AI支出目前应该会继续强劲增长，并指出这家中国公司的模型以利用云服务提供商为基础，而这项技术仍处于起步阶段。花旗表示，“鉴于美光科技的AI敞口为8%，该公司也将受到影响”，而“AMD也会受影响，但影响较小，因为其MI300产品非常适合DeepSeek使用的开放式AI系统，这对AMD来说可能是件好事”。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/29073947883923.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":["GFS","AVGO","MU","AMD","161631"],"gpt_icon":0},{"id":"2507452078","title":"花旗：AI支出目前应该会继续强劲增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2507452078","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507452078?lang=zh_cn&edition=fundamental","pubTime":"2025-01-29 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周二，“Magnificent 7”中，英伟达收涨8.93%，在1月27日欧美科技股遭受重挫后略微有所反弹；苹果涨3.65%，连续第二个交易日反弹；微软涨2.91%，Meta Platforms涨2.19%，谷歌A涨1.82%，亚马逊涨1.16%，特斯拉涨0.24%。此外，台积电收涨5.25%，礼来制药则收跌0.39%，AMD跌0.73%，巴菲特旗下伯克希尔哈撒韦B类股跌1.00%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2507295335","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507295335?lang=zh_cn&edition=fundamental","pubTime":"2025-01-29 05:25","pubTimestamp":1738099520,"startTime":"0","endTime":"0","summary":"周二，“Magnificent 7”中，英伟达收涨8.93%，在1月27日欧美科技股遭受重挫后略微有所反弹；苹果涨3.65%，连续第二个交易日反弹；微软涨2.91%，Meta Platforms涨2.19%，谷歌A涨1.82%，亚马逊涨1.16%，特斯拉涨0.24%。此外，台积电收涨5.25%，礼来制药则收跌0.39%，AMD跌0.73%，巴菲特旗下伯克希尔哈撒韦B类股跌1.00%。","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/2025/01/29052547883765.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":["AAPL","03145","LU0095938881.EUR","GOOGL","LU0302445910.USD","LU1236620834.HKD","LU0742534661.SGD","2NVD.UK","NVIW.SI","NVDY","IE00BKVL7J92.USD","AMZN","USAW.SI","AMD","MSFT","LU2430703095.HKD","BRK.B","LLY","SG9999014575.USD","TSLL","LU1670628061.USD","NVDD","TSYW.SI","TTTN","03086","LU1181866309.USD","MACW.SI","NVD2.UK","3NVD.UK","TSM","LU1066051811.HKD","LU0971096721.USD","SNVD.UK","NVD","LU1582987324.SGD","NVDU","LU0795875169.SGD","NVDS.UK","LU0143863198.USD","TSLA","BRK.A","LU2361044865.SGD","NVD3.UK","NVDS","01477","LU2237443549.SGD","NVDA","GFS"],"gpt_icon":0},{"id":"2507541299","title":"Melius Research：下调Advanced Micro Devices(AMD.US)评级，由买入调整至持有评级, 目标价由160.00美元调整至129.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2507541299","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507541299?lang=zh_cn&edition=fundamental","pubTime":"2025-01-29 02:01","pubTimestamp":1738087316,"startTime":"0","endTime":"0","summary":"Melius Research：下调Advanced Micro Devices(AMD.US)评级，由买入调整至持有评级, 目标价由160.00美元调整至129.00美元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/29020147883546.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":["AMD"],"gpt_icon":0},{"id":"2507289548","title":"观点综述：DeepSeek掀起算力新范式 芯片支出仍有望强劲增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2507289548","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507289548?lang=zh_cn&edition=fundamental","pubTime":"2025-01-29 00:15","pubTimestamp":1738080922,"startTime":"0","endTime":"0","summary":"花旗分析师表示，尽管DeepSeek的成功引发了对人工智能开发成本的质疑，但AI支出目前应该会继续强劲增长，并指出这家公司的模型以利用云服务提供商为基础，而这项技术仍处于起步阶段。摩根士丹利也依然看好芯片制造商，但下调了部分目标价。　　摩根士丹利分析师Joseph Moore表示：“对DeepSeek发布的反应之强烈令我们感到意外”。　　摩根大通分析师Harlan Sur表示，“正如DeepSeek所展示的那样，AI效率的提高应该会刺激更大的需求，并推动进一步创新”。","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://finance.sina.com.cn/stock/usstock/c/2025-01-29/doc-inehqers6428441.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":"sina_us","symbols":["LU0823421333.USD","IE00BMPRXN33.USD","BK4141","LU0823421416.USD","LU1064131342.USD","LU1852331112.SGD","LU2360106780.USD","LU0823434740.USD","LU1316542783.SGD","BK4534","LU1303367103.USD","AMD","LU1951198990.SGD","LU0198837287.USD","LU2250418816.HKD","IE00B5949003.HKD","IE0009356076.USD","LU2458330169.SGD","LU2264538146.SGD","LU0127658192.USD","LU1880398471.USD","LU1242518931.SGD","BK4543","LU0056508442.USD","LU0642271901.SGD","IE0004445239.USD","LU0390134368.USD","BK4554","BK4532","LU0081259029.USD","LU2098885051.SGD","BK4588","LU0082616367.USD","LU1803068979.SGD","LU1951200564.SGD","LU0719512351.SGD","BK4573","BK4566","LU1880398554.USD","LU1242518857.USD","LU0823434583.USD","BK4529","LU2054465674.USD","BK4512","LU1989764664.SGD","LU0889565833.HKD","LU1923623000.USD","LU0109392836.USD","LU2458330243.SGD","LU1988902786.USD"],"gpt_icon":1},{"id":"2506594155","title":"Melius将AMD公司评级下调至持有，目标价129美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2506594155","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2506594155?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 19:19","pubTimestamp":1738063191,"startTime":"0","endTime":"0","summary":"Melius将AMD公司评级下调至持有，目标价129美元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/28191947880293.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":"jinrongjie_stock","symbols":["AMD","GFS"],"gpt_icon":0},{"id":"2506591335","title":"DeepSeek掀翻美股，凭什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2506591335","media":"观察者网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2506591335?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 18:48","pubTimestamp":1738061280,"startTime":"0","endTime":"0","summary":"美国媒体分析认为，这主要是受到中国AI初创公司DeepSeek人工智能模型的冲击。DeepSeek的出现，或将影响美国乃至全球AI市场的投资逻辑和业态结构。本月，DeepSeek在世界经济论坛2025年年会开幕当天发布了最新开源模型R1。“DeepSeek可能正在颠覆过去两年推动市场发展的AI叙事。”现在说DeepSeek颠覆行业为时尚早。不仅仅是DeepSeek带来的“效率革命”，减少传统方法对算力的依赖。开源的DeepSeek横空出世，可以说让那些把英伟达先进芯片当做制裁武器的人脸面无光。","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://finance.sina.com.cn/roll/2025-01-28/doc-inehppua5164272.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":["LU0345770308.USD","NVD","LU0943347566.SGD","NVD3.UK","IE0034235188.USD","NVDS","LU1303367103.USD","NVDY","SG9999014542.SGD","LU2098885051.SGD","LU1674673691.USD","LU2491049909.HKD","NVD2.UK","IE00BQXX3C00.GBP","NVDA","BK4527","LU0823434583.USD","LU1989772923.USD","2NVD.UK","SNVD.UK","LU0215105999.USD","LU0234572021.USD","LU0080751232.USD","LU0466842654.USD","LU2125909916.SGD","LU1674673428.USD","3NVD.UK","LU0472753341.HKD","NVIW.SI","LU1791710582.SGD","AMD","BK4579","IE00BKVL7J92.USD","LU1935042215.USD","LU2463028550.USD","LU1868836914.USD","NVDD","IE00B19Z8W00.USD","NVDS.UK","IE00BZ199S13.USD","LU0276348264.USD","NVDU","LU1551013342.USD","BK4141","LU2360032135.SGD","LU1571399168.USD","IE00BMPRXN33.USD","HK0000320223.HKD"],"gpt_icon":1},{"id":"2506936155","title":"多只芯片股盘前走高 英伟达(NVDA)涨4.75% 英特尔前CEO称DeepSeek获促进运算进一步普及","url":"https://stock-news.laohu8.com/highlight/detail?id=2506936155","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2506936155?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 17:24","pubTimestamp":1738056246,"startTime":"0","endTime":"0","summary":"金吾财讯 | 多只芯片股盘前走高，英伟达(NVDA)涨4.75%，博通(AVGO)盘前涨3.68%，甲骨文(ORCL)涨3.22%，AMD(AMD)涨1.5%，英特尔(INTC)涨1.33%。消息面上，英特尔前行政总裁帕特·格尔辛格(Pat Gelsinger)表示，市场对DeepSeek的新AI模型反应过度，强调更高效的运算不会削弱对芯片的需求，反而会进一步扩大市场规模。格尔辛格在社交平台X指出，市场假设DeepSeek的高效运算将削弱高阶芯片需求的观点并不正确，因DeepSeek降低成本与提高效率的技术创新，将促使运算进一步普及，带动更大的市场需求。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/Y2U1MTljZjZkNTgxMTYyODU5MDU0MTEzOA==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/Y2U1MTljZjZkNTgxMTYyODU5MDU0MTEzOA==.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"284797","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":["NVDA","INTC","ORCL","159813","AVGO","AMD"],"gpt_icon":0},{"id":"2506563593","title":"美股芯片股盘前反弹，英伟达涨近5%，博通涨超3%，AMD、台积电涨超1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2506563593","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2506563593?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 17:07","pubTimestamp":1738055230,"startTime":"0","endTime":"0","summary":"美股芯片股盘前反弹，英伟达涨近5%，博通涨超3%，AMD、台积电涨超1%","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202501283309707247.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202501283309707247.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":["LU0109392836.USD","LU1992135399.USD","LU0417517546.SGD","GB00BDT5M118.USD","LU1037948897.HKD","TSM","LU1880398471.USD","LU1366192091.USD","LU2087625088.SGD","AVGO","GFS","LU1267930813.SGD","NVDS.UK","NVIW.SI","NVD2.UK","AMD","LU2322448957.HKD","NVD","03145","IE00BLSP4239.USD","LU0096362180.USD","LU0738911758.USD","NVDS","LU1935043536.SGD","LU1718418525.SGD","NVDD","LU1623119135.USD","LU2505996681.GBP","BK4533","LU1496350502.SGD","NVD3.UK","3NVD.UK","SG9999002224.SGD","2NVD.UK","NVDA","HK0000320264.USD","LU2087621335.USD","LU0820561909.HKD","LU2290526834.HKD","NVDU","NVDY","SG9999001424.SGD","SNVD.UK","LU2413666426.HKD","IE0005OL40V9.USD","BK4573","LU0965508806.USD","LU2092937148.SGD"],"gpt_icon":0},{"id":"2506756593","title":"“神秘东方力量”冲击美股！DeepSeek火爆全网","url":"https://stock-news.laohu8.com/highlight/detail?id=2506756593","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2506756593?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 13:40","pubTimestamp":1738042800,"startTime":"0","endTime":"0","summary":"市场分析认为，此次美国股市震荡的核心原因是DeepSeek的最新突破，动摇了美国科技行业的地位。2024年底，DeepSeek发布了新一代大语言模型V3，并宣布开源。本月，DeepSeek在世界经济论坛2025年年会开幕当天发布了最新开源模型R1，再次引发全球关注。目前，DeepSeek开发的移动应用程序已超越OpenAI的ChatGPT，登顶苹果手机应用商店美国区免费应用榜单。","market":"other","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/jjxw/2025-01-28/doc-inehpcec0194463.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":["BK4579","LU2430703178.SGD","IE00B3M56506.USD","LU2063271972.USD","NVDU","LU2360106780.USD","LU2417539215.USD","IE0004086264.USD","LU1720051108.HKD","NVDX","NVD3.UK","SNVD.UK","LU1814569148.SGD","LU0820561818.USD","3NVD.UK","NVIW.SI","LU1880398471.USD","NVDA","LU1066051811.HKD","IE00BJJMRY28.SGD","LU2097344357.USD","LU0985320562.USD","LU2125909759.SGD","IE00BZ199S13.USD","LU2361045086.USD","NVD2.UK","LU2357305700.SGD","LU1804176565.USD","NVDS","LU2211815571.USD","LU0345769128.USD","LU0348723411.USD","SG9999014567.USD","LU1974910355.USD","NVDS.UK","SG9999002224.SGD","BK4575","LU1983260115.SGD","NVD","LU0957808578.USD","NVDY","LU0289739343.SGD","LU1066053197.SGD","LU2065169927.USD","2NVD.UK","LU0472753341.HKD","LU0053666078.USD","AMD","NVDD"],"gpt_icon":1},{"id":"2506551348","title":"全球爆火！中国知名公司凌晨发布：遭大规模恶意攻击","url":"https://stock-news.laohu8.com/highlight/detail?id=2506551348","media":"青岛早报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2506551348?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 10:35","pubTimestamp":1738031700,"startTime":"0","endTime":"0","summary":"1月28日凌晨，国内火爆的AI大模型公司DeepSeek称遭受大规模恶意攻击。DeepSeek官网的服务状态页面显示：“近期DeepSeek线上服务受到大规模恶意攻击，注册可能繁忙，请稍等重试。已注册用户可以正常登录，感谢理解和支持。”据央视新闻报道，当地时间1月27日，美国股市开盘即大幅下跌，科技板块尤为惨重。美国联合能源公司股价下跌21%，Vistra的股价下跌29%。据悉，DeepSeek应用程序已取代竞争对手OpenAI的ChatGPT，成为美国苹果应用商店下载量最大的免费应用程序。","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/wm/2025-01-28/doc-inehnwwh7063080.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":"sina","symbols":["IE00BMPRXN33.USD","BK4512","LU0823434583.USD","LU0979878070.USD","LU2054465674.USD","LU2250418816.HKD","LU2264538146.SGD","IE0004445239.USD","BK4532","LU1988902786.USD","LU1951198990.SGD","LU1923623000.USD","LU0390134368.USD","BK4141","IE0009356076.USD","LU1303367103.USD","LU0081259029.USD","LU1316542783.SGD","BK4575","LU1989764664.SGD","LU0198837287.USD","LU0823434740.USD","LU1880398554.USD","LU1242518857.USD","BK4588","LU0082616367.USD","BK4573","LU0719512351.SGD","LU2458330243.SGD","LU1951200564.SGD","LU0109392836.USD","AMD","LU1242518931.SGD","BK4554","LU2098885051.SGD","LU2360106780.USD","BK4534","LU1852331112.SGD","BK4529","LU0823421333.USD","LU1880398471.USD","BK4566","LU2458330169.SGD","IE00BMPRXR70.SGD","LU1803068979.SGD","LU1064131342.USD","BK4585","LU0056508442.USD","LU0127658192.USD","BK4543"],"gpt_icon":1},{"id":"2506553327","title":"中国模型引发震撼，美巨头骤然暴跌！","url":"https://stock-news.laohu8.com/highlight/detail?id=2506553327","media":"北京时间","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2506553327?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 09:14","pubTimestamp":1738026840,"startTime":"0","endTime":"0","summary":"1月27日，中国人工智能初创公司DeepSeek“现象级”的崛起，一夜之间“掀翻”了美国科技股，并引发了市场对美国技术主导地位的质疑。英伟达暴跌近13%市值蒸发超3000亿美元当天美股盘前，英伟达股价大跌超过12%，市值蒸发预计将超3000亿美元（折合人民币约2.17万亿元），这比AMD和英特尔的市值总和还要高。目前AMD市值约为2000亿美元，英特尔市值不到900亿美元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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":"https://finance.sina.com.cn/jjxw/2025-01-28/doc-inehnsqf7916966.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0942090050.USD","LU0109391861.USD","IE0034235295.USD","LU2286300806.USD","AMD","LU0965509283.SGD","2NVD.UK","LU0061474960.USD","LU2065170008.USD","NVDA","NVDU","LU1699723380.USD","LU0320765059.SGD","LU1242518857.USD","SGXZ51526630.SGD","LU0985320562.USD","LU1804176565.USD","INTC","NVDX","LU1323610961.USD","LU0081259029.USD","LU2236285917.USD","NVDS.UK","SNVD.UK","BK4550","LU0289960550.SGD","LU0943347566.SGD","SG9999014575.USD","LU0708995401.HKD","LU0256863811.USD","3NVD.UK","SG9999015978.USD","GFS","NVDD","LU0124676726.USD","NVDS","IE00BJJMRY28.SGD","NVDY","NVD2.UK","NVD","NVD3.UK","LU0979878070.USD","LU1119994496.HKD","BK4532","BK4141","LU1280957306.USD","NVIW.SI","IE00B19Z9505.USD","LU2430703095.HKD"],"gpt_icon":0},{"id":"2506753060","title":"中国模型引发震撼，美巨头暴跌近17%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2506753060","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2506753060?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 09:07","pubTimestamp":1738026420,"startTime":"0","endTime":"0","summary":"当地时间1月27日，美国股市开盘后出现大规模下跌，其中英伟达股价暴跌16.86%。CBS报道截图 据美股数据显示，美国芯片巨头英伟达27日股价最高跌幅16.86%，市值蒸发约5927亿美元，创下美股史上最大单日市值损失纪录。CBS等美媒认为，英伟达的股价是因受到中国科技企业DeepSeek人工智能模型冲击导致的暴跌。截至27日收盘，以科技企业为主的纳斯达克综合指数下跌612.47点，收于19341.83点，跌幅为3.07%，标普500指数一度大跌超2%。","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://finance.sina.com.cn/jjxw/2025-01-28/doc-inehnsqk7164785.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["NVDS","SG9999014559.SGD","NVIW.SI","LU1868837136.USD","LU0494093205.USD","NVDA","LU0889565833.HKD","LU1244550221.USD","AMD","LU2125909916.SGD","BK4527","LU2413666699.HKD","NVDU","LU1868837300.USD","LU2237957811.SGD","IE00BDRTCR15.USD","NVDX","LU1861215975.USD","LU2097344357.USD","LU2054465674.USD","LU1989764664.SGD","2NVD.UK","LU2491050071.SGD","3NVD.UK","LU1242518931.SGD","BK4592","SNVD.UK","LU0820562030.AUD","LU2552382058.USD","LU1839511570.USD","LU2083900584.USD","NVD2.UK","LU2236285917.USD","LU2756315664.SGD","NVDD","BK4554","LU0048584097.USD","NVD3.UK","NVDY","NVD","LU2092937148.SGD","SGXZ81514606.USD","NVDS.UK","LU2242649171.HKD","BK4532","LU2092627202.USD","LU0345769128.USD","LU1066051498.USD","LU0965509283.SGD"],"gpt_icon":1},{"id":"1171577202","title":"美股成交额TOP 20｜DeepSeek冲击全球算力！半导体板块全线暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1171577202","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171577202?lang=zh_cn&edition=fundamental","pubTime":"2025-01-28 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