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芯片概念

1,420.78

+38.992.82%

涨家数：9

跌家数：2

平家数：- -

市盈率：- -

高：1,424.78

开：1,381.01

低：1,381.01

收：1,381.79

数据加载中...

SPROCOMM INTEL(01401)：李燿匡已获委任为公司秘书

市场综述 | 蜜雪上市首日收涨超40%，一手赚8750港元；中兴业绩“急刹车”，收跌超10%

老虎资讯综合

前CEO巴雷特反对拆分英特尔：应解雇董事会并重新聘请帕特・基辛格

ISSCC 2025，英特尔打出AI时代创新“组合拳”

3800亿押注：阿里终于决定梭哈AI了？

Apple Intelligence普及率低、对话式Siri或跳票苹果(AAPL.US)AI迎来“生死时刻”

集邦咨询：消费性电子产品需求疲软 2024年第四季NAND Flash营收季减6.2%

突发！IBM中国投资公司“闪电关停”，1800名员工集体失业

淘宝服饰发布2025新战略：扶持原创商家、支持品质商品、为商家降本增效

多元化技术创新环境促进产业链韧性提升

顺网科技：与阿里巴巴保持良好的业务合作关系

荣耀宣布转型，CEO李健履新首秀：为AI豪投700亿

三星扩大AI手机阵容，推出300美元入门款5G Galaxy机型

淘天集团启动2026届实习生招聘新增大量AI岗位

港股那点事

淘天集团启动2026届实习生招聘，新增大量AI岗位

DeepSeek救不活“小爱同学们”

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16:54","pubTimestamp":1740992079,"startTime":"0","endTime":"0","summary":"2025年3月3日，港股市场涨跌不一。恒生指数上涨0.28%，国企指数上涨0.03%，恒生科技指数下跌0.58%，红筹指数上涨0.12%。港股科技股在3月3日上涨，阿里巴巴和腾讯控股等公司股价均有涨幅。同时，3月3日港股涨幅扩大，恒生科技指数涨至2%；科网股集体拉升，阿里巴巴涨超4%，腾讯控股涨超3%，京东集团、哔哩哔哩、快手均涨超2%。蜜雪集团上市首日大涨超43%，股价突破290港元，其发行价为每股202.50港元。比亚迪智驾平权有望带来较大增量。","market":"sh","thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4534","BABA","09988","BK4558","LU0880133367.SGD","YANG","BK4579","BK4503","07226","BK4538","LU0501845795.SGD","BK4524","IE00BFMHRM44.USD","HSTECH","HSI","BK4533","LU0052756011.USD","BK4122","BK4526","BK4588","LU1515016050.SGD","IE00B0JY6N72.USD","BK4587","LU2226246903.HKD","BK4527","BK4535","BK4575","BK4220","HSCEI","LU0918141887.USD","LU0251143458.SGD","LU0651946864.USD","LU1051768304.USD","LU1880383366.USD"],"gpt_icon":1},{"id":"2516760504","title":"前CEO巴雷特反对拆分英特尔：应解雇董事会并重新聘请帕特・基辛格","url":"https://stock-news.laohu8.com/highlight/detail?id=2516760504","media":"IT之家","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516760504?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 16:20","pubTimestamp":1740990037,"startTime":"0","endTime":"0","summary":"IT之家 3 月 3 日消息，英特尔前高管克雷格巴雷特 当地时间 2 月 28 日在《财富》杂志刊文，强烈反对将英特尔拆分为产品和代工两部分的看法。而在前任 CEO 帕特基辛格的带领下英特尔恢复了先进制程的竞争力，不过英特尔仍需在代工生态支持、芯片设计方面持续改善。在巴雷特的眼中，拆分将使得英特尔失去成功所需的动力和资源，削弱其竞争力。巴雷特的建议是解雇英特尔董事会，重新聘请帕特基辛格来“完成他在过去几年中妥善处理的工作”。","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/8hQKNiDVCxw","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4585","BK4529","BK4535","BK4543","BK4512","INTC","BK4575","BK4602","BK4527","BK4515","BK4533","BK4550","BK4605","BK4588","LU0321505439.SGD","BK4534","BK4579","LU0081259029.USD","LU0321505868.SGD","BK4554","BK4141"],"gpt_icon":1},{"id":"2516501805","title":"ISSCC 2025，英特尔打出AI时代创新“组合拳”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516501805","media":"赛迪网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516501805?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 15:30","pubTimestamp":1740987013,"startTime":"0","endTime":"0","summary":"近日，在2025年IEEE国际固态电路会议上，英特尔分享了数项研究进展，涵盖协议级集成、集成电源和热管理、硅光集成等多个前沿技术领域。英特尔代工技术开发高级副总裁Navid Shahriari在大会上发表了题为《AI时代的创新矩阵》的主题演讲。此外，并行AI工作负载的指数级增长对互连带宽密度、延迟和功耗提出了更高的要求。从芯片到整个系统，英特尔正在围绕一个技术矩阵进行创新，以满足AI时代的算力需求。","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=nesSN202503031605499637304c&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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15:02","pubTimestamp":1740985327,"startTime":"0","endTime":"0","summary":"经过近两年大规模精简整合之后，阿里终于在AI方向上放出了大招。就在日前，阿里突然宣布，未来三年阿里将投入超过3800亿元，用于建设云和AI硬件基础设施，总额超过去十年总和。这个金额的投入相当于其全年营收的40%，远超亚马逊、谷歌等国际巨头的研发投入，其决心之大可见一斑。而在市场惊叹于阿里大手笔之时，人们从阿里的财报中，似乎也逐渐嗅到了AI商业化为其带来的机遇。","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://www.lanjinger.com/d/252007","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":"lanjinger_stock","symbols":["LU0880133367.SGD","BK4575","LU0348816934.USD","BK4579","LU1282648689.USD","LU1880383366.USD","LU0310800965.SGD","LU1046422090.SGD","BK4558","LU0918141705.HKD","BK4554","BK4526","LU0072913022.USD","LU0128525689.USD","LU1046421795.USD","LU0651946864.USD","LU1515016050.SGD","BK4548","LU1267930227.SGD","BK4585","LU1048596156.SGD","BK4538","LU1152091168.USD","IE00BFMHRM44.USD","LU2226246903.HKD","LU0348814723.USD","LU0797268264.HKD","LU0501845795.SGD","BK4535","BK4543","09988","BK4524","BK4534","BK4531","LU0052756011.USD","LU1688375341.USD","LU0067412154.USD","LU0821914370.USD","LU1051768304.USD","BK4527","BK4122","LU1105468828.SGD","BABA","IE00B0JY6N72.USD","LU0918141887.USD","LU1008478684.HKD","BK4607","BK4533","BK4502","LU1152091754.HKD"],"gpt_icon":1},{"id":"2516750809","title":"Apple Intelligence普及率低、对话式Siri或跳票 苹果(AAPL.US)AI迎来“生死时刻”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516750809","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516750809?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 14:56","pubTimestamp":1740984996,"startTime":"0","endTime":"0","summary":"从Siri的停滞不前到Apple Intelligence的平庸表现，这家以创新著称的科技巨头在AI赛道已显露出疲态。另外，Gurman表示，自2023年10月分阶段推出的Apple Intelligence套件，包括写作工具、语音邮件转录、自定义表情符号等功能，被业界批评为“可有可无的创新”。内部数据显示，尽管在提供AI功能的地区，iPhone销售情况更好，但Apple Intelligence的普及率仍然处于极低水平。","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/1256823.html","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":"stock_zhitongcaijing","symbols":["LU0683600562.USD","IE00BJLML261.HKD","LU1815336760.USD","LU1496350502.SGD","LU2065171311.SGD","SG9999015358.SGD","LU2237443382.USD","LU0170899867.USD","IE00B3SWFQ91.USD","LU0109392836.USD","LU1582987324.SGD","IE0005OL40V9.USD","LU0787776722.HKD","LU2250418816.HKD","SG9999002232.USD","AAPL","IE00BKVL7J92.USD","LU2133065610.SGD","IE00B5949003.HKD","BK4501","LU0061474960.USD","LU0553294199.USD","LU0314104364.USD","LU1037948897.HKD","LU1720051017.SGD","LU1935043023.USD","LU1934455277.USD","LU2023250504.SGD","LU0640476718.USD","LU1280957306.USD","LU1551013342.USD","BK4515","MACW.SI","LU1582986359.USD","LU2462157665.USD","LU0203202063.USD","LU0345768153.USD","LU1674673428.USD","LU0784384876.USD","LU0353189680.USD","LU2471134796.USD","LU2083900584.USD","LU2461242641.AUD","BK4571","BK4575","LU0456855351.SGD","LU0788109477.HKD","LU1815333072.USD","LU2065171402.SGD","LU0353189763.USD"],"gpt_icon":1},{"id":"2516577789","title":"集邦咨询：消费性电子产品需求疲软 2024年第四季NAND Flash营收季减6.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516577789","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516577789?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 14:19","pubTimestamp":1740982784,"startTime":"0","endTime":"0","summary":"然而，随着减产加上价格于第一季逐步触底，预期NAND Flash产业下半年可望重回上升轨道。三星细究各供应商2024年第四季营收情况，第一名的Samsung(三星)受消费性电子产品需求疲软影响，NAND Flash营收较前一季减少9.7%，为56亿美元。美光Micron(美光)在Enterprise SSD出货表现亮眼，但仍不敌消费需求低迷，2024年第四季NAND Flash营收季减9.3%，为22.8亿美元，排名第四。2025年Micron将减少NAND Flash资本投资，放缓技术升级，并着重60TB以上产品需求，以改善盈利。","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/1256805.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4575","GB00BDT5M118.USD","LU0642271901.SGD","BK4554","LU2211815571.USD","BK4579","LU0792757196.USD","BK4543","LU0127658192.USD","LU0719512351.SGD","LU0157215616.USD","BK4588","LU0889566641.SGD","IE00B7SZLL34.SGD","LU1267930813.SGD","LU0082616367.USD","LU0056508442.USD","IE00B19Z3B42.SGD","BK4553","BK4585","BK4512","BK4141","BK4527","IE00B19Z3581.USD","LU1852331112.SGD","LU2286300806.USD","BK4532","LU0081259029.USD","BK4605","LU2250418816.HKD","BK4533","LU1366333091.USD","LU1316542783.SGD","BK4566","MU","LU2048586759.USD","IE0002270589.USD","LU2360106780.USD"],"gpt_icon":1},{"id":"2516570447","title":"突发！IBM中国投资公司“闪电关停”，1800名员工集体失业","url":"https://stock-news.laohu8.com/highlight/detail?id=2516570447","media":"商学院","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516570447?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 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