美股详情

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苹果概念

2,747.05

-48.1033-1.72%

涨家数：3

跌家数：24

平家数：- -

市盈率：- -

高：2,794.12

开：2,794.12

低：2,726.42

收：2,795.24

数据加载中...

总览新闻资讯

小摩解读台积电CoWoS“砍单疑云”：需求仍强劲，2025年产能趋紧

【美股盘前】台积电涨近2% 计划在美追加1000亿美元投资；AI云计算提供商CoreWeave申请IPO；特斯拉董事长高位套现两个月出售超7600万美元股票

每日经济新闻

美股异动｜微芯科技盘前涨2.35% 拟重组业务并裁减约2000个职位

港股那点事

台积电(TSM)盘前升1.75% 计划向美国工厂额外投资1000亿美元

高通与诺基亚贝尔实验室联合展示无线网络AI互操作性突破

高通重塑连接：AI驱动的无线时代变革

21世纪经济报道

台经济部长：明年2纳米和1.6纳米先进制程不会在美生产

微芯科技裁员应对需求放缓：转型求生，2000人面临失业浪潮

《综述》台积电宣布美国大投资后股价创逾三个月新低，分析师称“利空出尽”

台积电斥资千亿美元扩大对美投资陆行之：买到4年免死金牌

台湾股市：量缩收跌并创三个月新低，台积电短线利空近尾声指数酝酿反弹

1000亿美元，台积电将建3座新晶圆厂+2座先进封装设施

全球半导体观察

台积电拟投千亿美元在美国生产AI芯片和智能手机芯片

AMD RX 9000系列显卡及后续产品将仅支持UEFI模式

港股异动 | 京信通信(02342)涨超10% 此前发新股引入易磊及英特尔推出全新一代5G NR直放站

台积电拿7300亿赴美献诚意，魏哲家演讲，特朗普旁听

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17:26","pubTimestamp":1741080360,"startTime":"0","endTime":"0","summary":"格隆汇3月4日｜微芯科技(MCHP.US)盘前涨2.35%，报59.31美元。消息面上，微芯科技宣布将裁减约2000个职位，占其员工总数约9%，主要由于其正在重组业务，以应对汽车制造商需求放缓的挑战。另外，微芯科技亦将于今年5月关闭美国亚利桑那州的芯片制造设施，较预定关闭时间提前数月。(格隆汇)\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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/stock/bxjj/2025-03-04/doc-inennuti8544944.shtml","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":"sina","symbols":["LU0348723411.USD","LU2087625088.SGD","LU1720051108.HKD","BK4585","BK4529","LU1720051017.SGD","LU1983260115.SGD","LU0353189680.USD","LU2357305700.SGD","BK4604","LU0342679015.USD","BK4588","MCHP","BK4512","LU1548497426.USD","BK4141","BK4605","LU0353189763.USD"],"gpt_icon":0},{"id":"2516628294","title":"台积电(TSM)盘前升1.75% 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16:09","pubTimestamp":1741075774,"startTime":"0","endTime":"0","summary":"当下，AI推理正加速向终端侧转移。DeepSeekR1的出现，尤其是它所使用的蒸馏模型，证明了更小的高性能模型也能发挥巨大价值。“这些全新的AI能力意味着，可能几个月前或者一年前只能在云端运行的AI功能，如今可以在终端侧运行了。”高通技术公司产品市场副总裁IgnacioContreras近日向21世纪经济报道记者表示。AI时代，连接至关重要。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503043336003129.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/202503043336003129.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":["IE00BVYPNQ40.USD","LU1119994496.HKD","LU2247934214.USD","BK4575","BK4561","BK4579","LU2023250504.SGD","BK4573","BK4554","BK4527","BK4605","BK4515","BK4534","LU0868494617.USD","BK4141","IE00BGHQDM52.EUR","SG9999015952.SGD","QCOM","BK4588","LU1084165304.USD","SG9999015945.SGD","IE00BSNM7G36.USD","IE00BVYPNP33.GBP","LU1917777945.USD","LU2106854487.HKD","SG9999015986.USD","LU1069344957.HKD","SG9999015978.USD","LU0061475181.USD","BK4512","SG9999001424.SGD","LU1823568750.SGD","BK4585","BK4532","LU1046421795.USD","LU1974910355.USD","LU1035775433.USD","LU0079474960.USD","BK4604","BK4581","GB00BDT5M118.USD","LU1261432733.SGD"],"gpt_icon":1},{"id":"2516764177","title":"台经济部长：明年2纳米和1.6纳米先进制程不会在美生产","url":"https://stock-news.laohu8.com/highlight/detail?id=2516764177","media":"联合早报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516764177?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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15:38","pubTimestamp":1741073931,"startTime":"0","endTime":"0","summary":"微芯科技预计，此次裁员及相关重组措施将产生约3000万至4000万美元的费用，其中包括现金遣散费和其他重组开支。这一决定较原计划提前了数月，通过裁员和关闭工厂等措施，微芯科技预计其年度运营成本将减少约9000万至1亿美元。总的来说，微芯科技的裁员决策是其在转型过程中迈出的重要一步。我们期待着微芯科技在未来的表现，并相信他们能够成功应对挑战，实现转型求生的目标。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304154017abe7623e&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, 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在美国总统特朗普的陪伴下，全球最大芯片代工商--台积电2330.TW总裁魏哲家周一高调在美国宣布1,000亿美元的投资计划；只不过投资人不买单，台积电股价周二收创逾三个月新低。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250304:nL3T3PN0J1:1","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":["BK4529","BK4533","BK4543","BK4515","BK4579","BK4554","BK4588","BK4527","BK4535","LU0321505439.SGD","BK4602","BK4550","BK4534","LU0321505868.SGD","BK4141","BK4585","BK4575","BK4512","BK4605","LU0081259029.USD"],"gpt_icon":1},{"id":"2516648011","title":"台积电斥资千亿美元扩大对美投资 陆行之：买到4年免死金牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648011","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648011?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 15:04","pubTimestamp":1741071898,"startTime":"0","endTime":"0","summary":"分析师陆行之指出，台积电应该算是买到四年免死金牌，明后年年度资本支出或将突破500亿美元。陆行之在脸书发文指出，台积电宣布未来4年要再花1000亿美元投资美国厂，应该算是买到4年的免死金牌，加上之前的650亿美元还没花完的，每年至少投资超过300亿美元在美国厂，如果台积电资本开支维持在35%营收的capital density，美国厂资本开支应该会超过中国台湾厂资本开支，应该考虑去亚利桑那州投资房地产，以后肯定出现一个美国版科学园区。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304150549989b1dc1&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, 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台湾股市周二收跌0.7%并创逾三个月新低；分析师称，受美股全面收黑及台积电2330.TWADRTSM.N收盘重挫等冲击，台股开低走低，台积电一度跌破1,000台币大关；惟随其宣布再对美国投资1,000亿美元，吸引低接买盘进场，带动指数跌幅收敛，短线有机会酝酿跌深反弹。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b9f54b948f6febb41a996e5b8650f1b6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250304:nL3S3PM0GA:1","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":["LU0321505439.SGD","BK4534","BK4535","LU0321505868.SGD","BK4533","BK4527","BK4550","LU0081259029.USD","BK4602","BK4575","BK4512","BK4515","BK4585","BK4605","BK4588","BK4543","BK4141","BK4529","BK4554","BK4579"],"gpt_icon":1},{"id":"2516648013","title":"1000亿美元，台积电将建3座新晶圆厂+2座先进封装设施","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648013","media":"全球半导体观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648013?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 14:22","pubTimestamp":1741069367,"startTime":"0","endTime":"0","summary":"结合该消息可知，此前台积电在亚利桑那州的650亿美元投资仅覆盖三座晶圆厂，而新增的1000亿美元投资将额外建设三座晶圆厂，使台积电在美国的总晶圆厂数量达到六座，并加上2座先进封装设施，总投资额增至1650亿美元。图片来源：台积电先进封装：大厂技术布局与合作新篇台积电计划兴建的3座晶圆厂和2座先进封装设施选址备受关注。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304144815989b1929&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, 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14:12","pubTimestamp":1741068720,"startTime":"0","endTime":"0","summary":"当地时间3月3日，美国总统特朗普和集成电路代工巨头台积电宣布，台积电计划未来四年对美国芯片制造工厂再投资至少1000亿美元。特朗普说，这项投资将允许台积电开始在美国亚利桑那州生产人工智能芯片和智能手机芯片。台积电CEO魏哲家在白宫与特朗普一同露面时表示，台积电将新建三家芯片制造工厂、两家芯片封装工厂和一个研发中心。届时，台积电在亚利桑那州的三家芯片制造工厂将扩大到六家，增加25000个工作岗位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304141301a25e56a5&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, 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RX 9000系列显卡及后续产品将仅支持UEFI模式","url":"https://stock-news.laohu8.com/highlight/detail?id=2516684617","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516684617?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 14:03","pubTimestamp":1741068216,"startTime":"0","endTime":"0","summary":"IT之家 3 月 4 日消息，AMD 于 2 月 28 日正式发布 RDNA 4 图形架构，并推出 Radeon RX 9000 系列的全新力作 AMD Radeon RX 9070 XT 和 RX 9070 显卡。不过有一点需要注意，在关于 UEFI 支持的最新文档中，AMD 表示从 Radeon RX 9000 系列显卡开始，将仅官方支持 UEFI 模式，因此如果你的电脑系统配置为使用传统 BIOS 或 CSM，则显卡可能无法正常工作。AMD 还列出了各厂商主板启用 UEFI 模式的教程，IT之家附图如下：","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://tech.ifeng.com/c/8hRnoH3vfzE","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["GFS","LU0109392836.USD","LU2054465674.USD","BK4575","LU0642271901.SGD","BK4534","LU1242518857.USD","LU1989764664.SGD","IE00B5949003.HKD","BK4554","LU0823421416.USD","LU1951200564.SGD","LU0198837287.USD","LU1803068979.SGD","BK4543","LU1242518931.SGD","LU0127658192.USD","LU0719512351.SGD","LU0823421333.USD","LU1988902786.USD","LU0390134368.USD","BK4588","LU2264538146.SGD","LU1880398554.USD","LU0082616367.USD","LU0823434740.USD","LU0056508442.USD","IE00BMPRXN33.USD","LU1880398471.USD","LU1923623000.USD","BK4585","BK4512","LU2458330169.SGD","BK4141","AMD","BK4573","LU0823434583.USD","LU1303367103.USD","BK4532","LU2098885051.SGD","LU0081259029.USD","LU2458330243.SGD","IE0009356076.USD","LU1951198990.SGD","LU2250418816.HKD","LU1316542783.SGD","BK4566","BK4529","LU0979878070.USD","LU2360106780.USD"],"gpt_icon":1},{"id":"2516614227","title":"港股异动 | 京信通信(02342)涨超10% 此前发新股引入易磊及英特尔 推出全新一代5G NR直放站","url":"https://stock-news.laohu8.com/highlight/detail?id=2516614227","media":"智通财经","labels":["productRelease","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516614227?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 13:42","pubTimestamp":1741066956,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，京信通信午后涨超10%，截至发稿，涨10.34%，报1.6港元，成交额3742.28万港元。消息面上，京信通信此前公布，公司将以每股1.09港元的价格，向两名投资者易磊及英特尔发行共约3.41亿股新股，集资约3.72亿港元。京信通信推出的全新一代5G NR直放站在展会上首次亮相。公司指，5G NR直放站是京信通信在下一代通信技术创新领域的又一重大突破。通过提供更快、更稳定、更具成本优势的连接能力，京信通信正加速推动室内5G网络的未来演进。","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/1257373.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1506","BK4554","BK4579","BK4605","LU0321505439.SGD","BK4543","BK4529","BK4533","02342","BK4141","BK4515","BK4588","BK4585","BK4512","BK4534","LU0321505868.SGD","BK1529","BK4527","BK4602","BK4575","BK4550","LU0081259029.USD","BK1149","BK4535"],"gpt_icon":0},{"id":"2516196546","title":"台积电拿7300亿赴美献诚意，魏哲家演讲，特朗普旁听","url":"https://stock-news.laohu8.com/highlight/detail?id=2516196546","media":"芯东西","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516196546?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 12:34","pubTimestamp":1741062854,"startTime":"0","endTime":"0","summary":"▲台积电CEO魏哲家在美国白宫演讲，来源：路透社这5座工厂包括3个芯片制造厂和2个先进封装厂，另外台积电还将在美国建设1个大型研发中心。2024年4月，台积电曾宣布将在美投资计划从250亿美元扩大到650亿美元，并在2030年前在美国亚利桑那州增加第3家芯片工厂。魏哲家提到，此次的1000亿美元投资是新增的，是此前650亿美元之外的。台积电去年同意在其第二家亚利桑那州工厂生产2纳米芯片，预计将于2028年开始生产。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304123639abe72ab3&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, 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