美股详情

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苹果概念

2,802.36

+66.392.43%

涨家数：24

跌家数：3

平家数：- -

市盈率：- -

高：2,808.45

开：2,735.98

低：2,735.98

收：2,735.97

数据加载中...

三项授权合作加持，康宁杰瑞首次实现年度盈利

美股盘前要点 | 关注特朗普首场国会演讲！台积电在美追加千亿投资

港股那点事

库克放话了，Air猛货这周炸场

周二美市盘前几乎持平聚焦芯片制造商英特尔最新消息

没有理由让股价上涨，彻底远离英特尔！

美股研究社

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

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18:57","pubTimestamp":1741085868,"startTime":"0","endTime":"0","summary":"据称，博通正在考虑收购英特尔的芯片设计和营销部门，而台积电正在考虑接管 英特尔的制造设施。在这个领域几乎不依赖 英特尔产品。此外，英特尔一直受到来自竞争对手 AMD、NVDA 等的压力。去年 12 月，英特尔董事会意外决定是时候更换领导层了，解雇了担任首席执行官近四年的 Pat Gelsinger。对于美国来说，英特尔是国防和军事用途的战略资产。英特尔现在一团糟。考虑到这一点，最近股价上涨是交易员的愚蠢行为。","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=nesSN20250304190541a25ec1ae&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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17:30","pubTimestamp":1741080620,"startTime":"0","endTime":"0","summary":"①【三大期指齐涨】截至发稿，道指期货涨0.05%、标普500指数期货涨0.2%、纳指期货涨0.27%。②【台积电盘前涨近2%，计划在美国追加1000亿美元投资】截至发稿，台积电盘前涨1.98%。消息面上，台积电宣布计划在美国工厂额外投资1000亿美元，以提高其在美国本土的芯片产量。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202503043336095630.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/202503043336095630.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4141","LU1211504680.USD","BK4591","BK4574","LU2471134952.CNY","LU2237443549.SGD","BK4605","BK4543","LU2237443382.USD","LU2237443978.SGD","LU0820561818.USD","LU0264606111.USD","LU1629891620.HKD","IE00BJLML261.HKD","LU2458330169.SGD","TSLL","IE00B3M56506.USD","LU0053666078.USD","LU2294711713.HKD","LU1674673428.USD","BK4548","BK4551","BK4585","LU1989764664.SGD","LU0889566641.SGD","LU0384037296.USD","LU1548497426.USD","SG9999004220.SGD","LU1914381329.SGD","LU2471134796.USD","LU0094547139.USD","LU2111349929.HKD","LU1778281490.HKD","LU2360032135.SGD","LU1839511570.USD","LU2491049909.HKD","LU0820562030.AUD","IE00B5TLWC47.USD","TSM","LU0572940350.SGD","BK4602","IE00BQXX3D17.EUR","BK4512","TSYW.SI","LU1145028129.USD","LU2213496289.HKD","SGXZ51526630.SGD","LU1917777945.USD","03145"],"gpt_icon":1},{"id":"2516626856","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2516626856","media":"港股那点事","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516626856?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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 计划向美国工厂额外投资1000亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516628294","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516628294?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 17:20","pubTimestamp":1741080046,"startTime":"0","endTime":"0","summary":"金吾财讯 | 台积电(TSM)盘前股价走高，暂升1.75%，报175.99美元。消息面上， 集团计划向美国工厂额外投资 1000 亿美元，以提高其在美国本土的芯片产量，并支持唐纳德·特朗普总统增加国内制造业的目标。台积电首席执行官魏哲家在白宫与特朗普会面，公布了该公司扩大美国业务的愿景，该愿景于 2020 年总统第一任期期间启动。特朗普表示，此举意味着“世界上最强大的人工智能芯片将在美国制造。”按照设想，这笔投资将成为外国公司在美国制造业的最大一笔投资。这笔投资将增加台积电在美国 650 亿美元的计划投资，最终将使其在美国的业务扩展到六家先进晶圆制造工厂和两家先进封装工厂。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"286015","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":["LU2125154935.USD","LU2491050154.USD","BK4505","LU2023250504.SGD","LU1989764748.USD","IE00BQXX3F31.USD","IE00BD6J9T35.USD","LU0541501648.USD","LU1868837722.USD","IE00BYQQ9H92.USD","LU0823421416.USD","BK4532","LU0158827781.USD","LU2133065610.SGD","EWT","LU2491049909.HKD","IE00BQXX3C00.GBP","BK4581","LU1282649067.USD","LU1211504680.USD","LU1803068979.SGD","BK4141","BK4588","LU0384037296.USD","SG9999004220.SGD","BK4512","LU0094547139.USD","LU2237443382.USD","LU2471134796.USD","03145","IE00BQXX3D17.EUR","LU0572940350.SGD","LU0082616367.USD","IE0004091025.USD","LU2360106780.USD","BK4534","LU0719512351.SGD","LU1508157978.USD","LU2471134952.CNY","LU0572939691.SGD","TSM","IE0004086264.USD","IE00BHPRN162.USD","BK4550","LU0143863784.USD","IE0004445239.USD","LU2271345857.HKD","LU2491050071.SGD","TWmain","LU2250418816.HKD"],"gpt_icon":0},{"id":"2516640229","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2516640229","media":"环球网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516640229?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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16:02","pubTimestamp":1741075320,"startTime":"0","endTime":"0","summary":"台积电在美国加码投资，引发台积电变“美积电”担忧，对此，台湾经济部长郭智辉说，明年2纳米和1.6纳米先进制程不会在美国生产。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/china/story20250304-5963099","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zaobao.com/realtime/china/story20250304-5963099","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":"zaobao_highlight","symbols":["LU2028103732.USD","LU1852331112.SGD","BK4527","BK4533","LU2054465674.USD","LU2471134796.USD","03145","LU0889565833.HKD","BK4532","SG9999000418.SGD","LU2087625088.SGD","LU2491049909.HKD","SGXZ81514606.USD","IE0004086264.USD","SG9999004220.SGD","LU1712237335.SGD","LU0316494557.USD","LU2106854487.HKD","LU2750360997.AUD","LU0094547139.USD","BK4591","LU0353189763.USD","LU0124676726.USD","LU2458330169.SGD","LU0823414478.USD","LU2237443978.SGD","LU1211504680.USD","TSM","IE0004445239.USD","BK4543","LU1989764748.USD","LU2237443382.USD","LU2491050154.USD","LU2506951792.HKD","BK4602","LU0056508442.USD","LU2125154778.USD","LU0878005551.USD","IE00B5TLWC47.USD","LU2471134879.HKD","LU1974910355.USD","LU2133065610.SGD","BK4588","LU0158827781.USD","LU2249611893.SGD","BK4512","LU2360032135.SGD","LU2089283258.USD","LU1989772923.USD","LU1868837722.USD"],"gpt_icon":1},{"id":"2516564679","title":"微芯科技裁员应对需求放缓：转型求生，2000人面临失业浪潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2516564679","media":"极客网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516564679?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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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15:17","pubTimestamp":1741072660,"startTime":"0","endTime":"0","summary":"《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”美国大投资宣布后，台积电股价收创逾三个月低位看美国大投资，分析师称“利空出尽”分析师：台积电千元附近料有撑记者 高洁如。路透台北3月4日 - 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":["BK4579","BK4533","BK4141","LU0321505439.SGD","BK4529","BK4585","BK4535","BK4550","BK4575","BK4543","BK4512","BK4515","LU0081259029.USD","BK4527","BK4554","BK4602","BK4534","BK4588","BK4605","LU0321505868.SGD"],"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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15:01","pubTimestamp":1741071685,"startTime":"0","endTime":"0","summary":"路透台北3月4日 - 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":["BK4588","BK4550","BK4533","BK4527","BK4141","BK4515","BK4579","BK4535","BK4585","BK4554","BK4575","BK4602","BK4534","BK4605","BK4512","BK4543","LU0081259029.USD","LU0321505868.SGD","BK4529","LU0321505439.SGD"],"gpt_icon":1}],"pageSize":16,"totalPage":27,"pageCount":9,"totalSize":421}]}}