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芯片概念

1,352.68

-68.1021-4.79%

涨家数：- -

跌家数：11

平家数：- -

市盈率：- -

高：1,407.30

开：1,407.30

低：1,334.76

收：1,420.78

数据加载中...

阿里重回“古典阿里”

Mistral AI：对标 OpenAI，欧洲 AI 新势力崛起之路

环球市场播报

中金：南向创2021年初以来最大流入成交占比维持在30%

国内第一款服务器级CPU问世，阿里玄铁开源RISC-V架构芯片将加速AGI目标｜钛媒体AGI

关停中国投资公司 IBM回应：中国核心业务仍将继续运营

中国经营报

IBM在华主要实体正式关停

2025跨境新生代②｜从Agent到搜索引擎：阿里猛推“AI+外贸”能成为跨境电商新鲶鱼吗？

每日经济新闻

OPPO Find X8 Ultra手机已通过3C认证，三证齐全只待发布

IBM中国投资公司正式关停，IBM回应中国投资公司正式关停：研发部门关闭的后续举措

微博财经-财道工作室

IBM中国投资公司正式关停，公司回应:研发部门关闭的后续举措

阿里自研“深度思考”推理模型已上线夸克AI搜索，后续将有更强模型上线

英特尔“千亿美元”芯片工厂再度延期，投产至少等到2031年

“三个一”服务出圈，他们开启和企业的“双向奔赴”

预计耗资1000亿美元！英特尔印度裔高管宣布"硅谷之心"推迟5年！

中信证券：阿里未来三年将投入超过3800亿元，有望拉动数百亿元级别国产算力环节增量

券商研报精选

英特尔再度推迟“千亿美元”芯片工厂的建设！投产起码再等5年

东方财富网

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21:18","pubTimestamp":1740835134,"startTime":"0","endTime":"0","summary":"中金主要观点如下：国内资金面，南向资金加速流入。整体上，本周南向成交占比维持在30%，南向持股市值则占港股主板总市值约10%。图表：本周主动外资依然流出A股放缓，被动外资转为流出互联互通资金：北向资金自2024年8月16日起停止披露净买入金额，本周日均成交额较上周增加。本周北向资金成交金额约2408.1亿元，较上周2181.6亿元的日均成交金额小幅上涨。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dfd3736b3d70640afc800d7a90fc4d64","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1256561.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":["BK4534","LU0797268264.HKD","BABA","LU1048596156.SGD","BK4543","09988","BK4581","LU1688375341.USD","BK4504","LU0310800965.SGD","BK4579","LU0348814723.USD","399300","BK4538","LU0501845795.SGD","LU0651946864.USD","BK4524","LU1008478684.HKD","BK4505","LU0821914370.USD","IE00BFMHRM44.USD","LU1046421795.USD","159982","BK4548","BK4502","LU0128525689.USD","LU0067412154.USD","LU0052756011.USD","BK4565","BK4122","BK4526","BK4588","LU1152091168.USD","LU1515016050.SGD","LU0348816934.USD","LU1823568750.SGD","IE00B0JY6N72.USD","BK4587","BK4554","LU1267930227.SGD","BK4531","LU2226246903.HKD","BK4527","BK4535","BK4575","BK4220","LU0918141887.USD","LU0072913022.USD","LU0251143458.SGD","BK4585"],"gpt_icon":1},{"id":"2516553436","title":"国内第一款服务器级CPU问世，阿里玄铁开源RISC-V架构芯片将加速AGI目标｜钛媒体AGI","url":"https://stock-news.laohu8.com/highlight/detail?id=2516553436","media":"钛媒体","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516553436?lang=zh_cn&edition=fundamental","pubTime":"2025-03-01 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18:50","pubTimestamp":1740826218,"startTime":"0","endTime":"0","summary":"2月28日，有消息称，IBM（国际商业机器公司）内部发布公告，商业机器（中国）投资有限公司及其分公司将于2025年3月1日起停止业务活动，相关办公场所亦将停用。该消息流出后迅速在业内引发关注及讨论。据一位IBM内部人士透露，目前IBM中国投资公司所在的北京办公区环宇大厦已经在拆除相关办公设备。此次公司停运涉及全国1800多人。","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://finance.eastmoney.com/a/202503013333844131.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":["BK4579","LU1778281490.HKD","LU0321505439.SGD","LU1883839398.USD","LU1880398471.USD","BK4543","IBM","BK4533","BK4538","BK4588","LU1674673691.USD","BK4585","LU1585245621.USD","BK4134","BK4534","LU1880398554.USD","LU0321505868.SGD","BK4602","LU1674673428.USD","BK4575","LU1430594728.SGD","LU0868494617.USD"],"gpt_icon":0},{"id":"2516537982","title":"IBM在华主要实体正式关停","url":"https://stock-news.laohu8.com/highlight/detail?id=2516537982","media":"联合早报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516537982?lang=zh_cn&edition=fundamental","pubTime":"2025-03-01 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3月1日，第一财经记者从IBM方面了解到，IBM中国投资公司已于即日起正式停工停产，这也是继去年IBM宣布关闭研发部门后的延续举措。IBM中国投资公司是IBM在中国的主要实体之一，成立已有32年，一直致力于管理本地研发业务。但IBM（中国）有限公司运营不受这一变化的影响，这也是IBM目前在中国最主要的运营实体。","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/stock/wbstock/2025-03-01/doc-inencsyi4589517.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":["BK4543","BK4588","BK4533","LU0868494617.USD","LU1674673691.USD","LU1674673428.USD","LU1880398471.USD","BK4575","LU0321505439.SGD","BK4579","LU1778281490.HKD","LU0321505868.SGD","LU1880398554.USD","LU1585245621.USD","BK4534","LU1430594728.SGD","BK4134","LU1883839398.USD","BK4585","BK4538","BK4602","IBM"],"gpt_icon":0},{"id":"2516531411","title":"IBM中国投资公司正式关停，公司回应:研发部门关闭的后续举措","url":"https://stock-news.laohu8.com/highlight/detail?id=2516531411","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516531411?lang=zh_cn&edition=fundamental","pubTime":"2025-03-01 14:59","pubTimestamp":1740812340,"startTime":"0","endTime":"0","summary":"3月1日，第一财经记者从IBM方面了解到，IBM中国投资公司已于即日起正式停工停产，这也是继去年IBM宣布关闭研发部门后的延续举措。　　IBM中国投资公司是IBM在中国的主要实体之一，成立已有32年，一直致力于管理本地研发业务。而随着IBM中国投资公司的关停，相应的办公场所将停用，正式为IBM撤出中国研发画上句号。　　随着IBM中国战略的调整，公司称未来将转向服务中国的民营企业以及部分在中国的跨国企业。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-03-01/doc-inencsyn8928579.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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C的重要产品，拥有亿级用户规模的夸克，会基于哪款推理模型开发“深度思考”AI产品，引发市场期待。在基础模型层面，阿里通义大模型家族已跻身全球顶尖开源模型行列。","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/tob/2025-03-01/doc-inencnsi6054126.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1515016050.SGD","BK4575","BK4533","LU1048596156.SGD","LU1688375341.USD","BK4502","LU2226246903.HKD","LU1823568750.SGD","BK4220","BK4585","LU0501845795.SGD","LU0348814723.USD","BK4527","LU1046422090.SGD","LU0251143458.SGD","BK4505","BK4526","LU0348816934.USD","BK4524","IE00BFMHRM44.USD","LU1051768304.USD","LU0072913022.USD","BK4587","LU0918141705.HKD","BK4565","BK4548","LU1105468828.SGD","BABA","BK4531","LU1152091168.USD","LU1008478684.HKD","BK4538","LU0067412154.USD","BK4579","BK4534","LU0651946864.USD","LU0310800965.SGD","BK4535","BK4607","09988","LU1152091754.HKD","LU0918141887.USD","LU1282648689.USD","LU0128525689.USD","LU0880133367.SGD","LU1880383366.USD","BK4543","BK4558","IE00B0JY6N72.USD","BK4554"],"gpt_icon":1},{"id":"2516533466","title":"英特尔“千亿美元”芯片工厂再度延期，投产至少等到2031年","url":"https://stock-news.laohu8.com/highlight/detail?id=2516533466","media":"格隆汇","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516533466?lang=zh_cn&edition=fundamental","pubTime":"2025-03-01 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13:09","pubTimestamp":1740805740,"startTime":"0","endTime":"0","summary":"服务期间，新金环集团招商服务团队严格落实“三个一”举措。近期，阿里巴巴更是首次将天猫板块企业落户新金环集团。未来，新金环集团将进一步强化服务举措，全力解决企业发展开办过程中的难题，为企业健康发展提供更优质服务与更有力保障，致力于打造一流园区营商环境品牌。“三个一”服务出圈，他们开启和企业的“双向奔赴”栏目主编：王嘉旖 文字编辑：单颖文 来源：作者：文汇报 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12:02","pubTimestamp":1740801720,"startTime":"0","endTime":"0","summary":"英特尔最初计划在2025年完成俄亥俄基地的第一阶段建设，该基地曾被称为“硅谷之心”。然而，由于市场需求不明确的大背景下巨额投资，英特尔将第一模块的完工时间推迟至2027或2028年。英特尔此前估计，全面开发该基地将需要约1000亿美元的投资。第一轮投资定为约280亿美元。英特尔于2022年开始该基地的建设工作。据推测，英特尔正在培训员工安装生产工具和其他机械设备。","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/cj/2025-03-01/doc-inencnsq9029293.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":["BK4575","BK4579","LU0321505868.SGD","LU0321505439.SGD","BK4533","BK4554","LU0081259029.USD","BK4585","BK4512","BK4515","BK4529","BK4602","BK4535","BK4543","BK4534","INTC","BK4141","BK4527","BK4605","BK4588","BK4550"],"gpt_icon":1},{"id":"2516805584","title":"中信证券：阿里未来三年将投入超过3800亿元，有望拉动数百亿元级别国产算力环节增量","url":"https://stock-news.laohu8.com/highlight/detail?id=2516805584","media":"券商研报精选","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516805584?lang=zh_cn&edition=fundamental","pubTime":"2025-03-01 09:45","pubTimestamp":1740793504,"startTime":"0","endTime":"0","summary":"文｜徐涛 雷俊成 夏胤磊 王子源 程子盈 中信证券研究阿里巴巴近期宣布未来三年将投入超过3800亿元，我们认为，这是DeepSeek带动AI加速落地的标志之一，估算有望拉动数百亿元级别国产算力及半导体环节增量。我们根据阿里巴巴Capex投入估算，假设平均年化1300亿元，其中IT硬件支出占比70%、对应约910亿元。本文节选自中信证券研究部已于2025年2月28日发布的《电子行业算力专题系列报告4—阿里Capex会拉动国产算力半导体多少增量》报告","market":"sh","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://stock.jrj.com.cn/2025/03/01094548471710.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":["LU0501845795.SGD","BK4503","BK4543","LU1046422090.SGD","LU0128525689.USD","LU1267930227.SGD","BK4526","BK4585","600030","BABA","LU0251143458.SGD","LU0880133367.SGD","LU1823568750.SGD","BK0188","LU1328615791.USD","BK4581","LU1152091754.HKD","LU1051768304.USD","BK4558","LU1064130708.USD","LU0348816934.USD","BK4533","BK4565","09988","LU0797268264.HKD","BK4531","LU1105468828.SGD","IE00BFMHRM44.USD","BK0183","IE00B0JY6N72.USD","BK0012","LU1880383366.USD","LU1688375341.USD","BK4504","LU0052756011.USD","BK4524","LU1720050803.USD","LU0348814723.USD","BK4502","06030","BK0028","BK4554","LU1997244956.HKD","BK0196","LU0821914370.USD","LU0405327148.USD","BK1147","LU1152091168.USD","BK4607","BK4575"],"gpt_icon":1},{"id":"2516137580","title":"英特尔再度推迟“千亿美元”芯片工厂的建设！投产起码再等5年","url":"https://stock-news.laohu8.com/highlight/detail?id=2516137580","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516137580?lang=zh_cn&edition=fundamental","pubTime":"2025-03-01 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