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芯片概念
1,380.95
-22.2015
-1.58%
涨家数:
2
跌家数:
9
平家数:
- -
市盈率:
- -
高:
1,403.51
开:
1,389.81
低:
1,371.60
收:
1,402.67
数据加载中...
总览
新闻资讯
周二美市盘前几乎持平 聚焦芯片制造商英特尔最新消息
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【苹果】新款Air官宣本周发布
小白测评
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5000亿美元投资计划背后,我们为什么应该做空苹果?
美股研究社
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03-04
资金动向 | 北水减持小米集团、中海油,连续15日加仓阿里
格隆汇
·
03-04
阿里巴巴回购60万股 付出金额998万美元
财中社
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蓝鲸财经
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19:41","pubTimestamp":1741088503,"startTime":"0","endTime":"0","summary":"英伟达和博通的测试使用的是英特尔经过多年开发的一系列18A技术。这个技术能够制造先进的人工智能处理器和其他复杂芯片。目前台湾的台积电在全球芯片制造市场占据主导地位,而英特尔的这个18A技术就是要与台积电的类似技术竞争。","market":"us","thumbnail":"https://dss0.zbstatic5.com/s3fs-public/styles/article_medium_crop/public/articles/2025/03/04/us-stock-realtime-news-tuesday.jpg?2901814","type":0,"news_type":0,"thumbnails":["https://dss0.zbstatic5.com/s3fs-public/styles/article_medium_crop/public/articles/2025/03/04/us-stock-realtime-news-tuesday.jpg?2901814"],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/world/story20250304-5963177","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/world/story20250304-5963177","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":["LU0321505439.SGD","159813","INTC","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":"2516756627","title":"【苹果】新款Air官宣本周发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2516756627","media":"小白测评","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516756627?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 19:15","pubTimestamp":1741086900,"startTime":"0","endTime":"0","summary":"此前彭博社记者Mark Gurman爆料称苹果近期将会发布M4芯片版MacBook Air、新款iPad Air以及入门级iPad,今日苹果CEO库克正式官宣。如上图所见,库克表示本周将带来新款Air,虽然未透露是MacBook Air还是iPad Air,但结合之前爆料,预计极大概率是新款MacBook Air,主要升级在于搭载M4芯片。至于iPad Air虽然也爆料会在春季更新,但预计会和Mac“错峰”发布、稍后更新。","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/2025-03-04/doc-inennyzc9660270.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":["LU2065171311.SGD","LU1496350502.SGD","LU1261432733.SGD","IE00BJJMRX11.SGD","LU0868494708.USD","LU1674673691.USD","LU1718418525.SGD","LU1003077747.HKD","SG9999014559.SGD","IE00BK4W5M84.HKD","LU0786609619.USD","LU2750360641.GBP","LU2237438978.USD","LU2097344357.USD","LU1934455863.HKD","LU2250418816.HKD","LU2750360997.AUD","SG9999015978.USD","AAPL","LU0345768740.USD","LU0861579265.USD","LU0965509010.AUD","LU1791710582.SGD","LU0215105999.USD","LU1244550494.USD","SG9999002224.SGD","LU0553294199.USD","IE00B775H168.HKD","SG9999015952.SGD","SG9999018857.SGD","LU2471134879.HKD","MACW.SI","LU1267930730.SGD","LU1582986359.USD","LU0080751232.USD","LU2462157665.USD","LU2065171402.SGD","LU2065170008.USD","IE000W1ABFV2.USD","BK4527","LU2461242641.AUD","BK4575","LU1316542783.SGD","LU0820562030.AUD","LU2213496289.HKD","LU1037948541.HKD","LU1244550221.USD","IE0009356076.USD","LU0957808578.USD","LU0238689110.USD"],"gpt_icon":0},{"id":"2516622498","title":"没有理由让股价上涨,彻底远离英特尔!","url":"https://stock-news.laohu8.com/highlight/detail?id=2516622498","media":"美股研究社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516622498?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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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18:57","pubTimestamp":1741085820,"startTime":"0","endTime":"0","summary":"在一定程度上,在某方面重压力下,苹果宣布承诺明年在美国投入 5000 亿美元。将先进制造业基金从 50 亿美元增加一倍至 100 亿美元。以每名员工 250,000 美元计算,苹果每年将额外花费约 50 亿美元运营费用。苹果此前曾宣布计划在 5 年内支出 4300 亿美元,这只是该计划的延伸,也可能是帮助降低关税风险的计划。据称, Meta计划投资2000 亿美元建设 AI 数据中心。苹果现在的净现金头寸已降至仅 450 亿美元。","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/usstock/c/2025-03-04/doc-inennutf9782092.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":["LU0289961442.SGD","LU0265550946.USD","BK4579","HK0000320223.HKD","LU2237438978.USD","LU0640476718.USD","LU0109391861.USD","LU0345769631.USD","SG9999002232.USD","LU1037948897.HKD","LU0787776722.HKD","LU0965509010.AUD","SGXZ31699556.SGD","LU1291159041.SGD","HK0000320264.USD","LU0786609619.USD","LU0215105999.USD","LU2471134879.HKD","LU0170899867.USD","LU0476273544.USD","IE00BFSS8Q28.SGD","LU0157215616.USD","LU0320765059.SGD","LU1242518931.SGD","LU1868836914.USD","LU0203202063.USD","LU1720051017.SGD","LU0985320562.USD","IE00B5949003.HKD","LU1496350171.SGD","AAPL","BK4553","LU0011850046.USD","LU0784383803.USD","LU1674673691.USD","LU0345768153.USD","BK4534","MACW.SI","LU1935043023.USD","LU2092937148.SGD","BK4575","LU1267930730.SGD","HK0000306701.USD","LU2357305700.SGD","LU1868836757.USD","IE000ITXATA3.USD","LU0323591593.USD","LU2083900584.USD","LU1582986359.USD","SG9999014898.SGD"],"gpt_icon":1},{"id":"2516062442","title":"资金动向 | 北水减持小米集团、中海油,连续15日加仓阿里","url":"https://stock-news.laohu8.com/highlight/detail?id=2516062442","media":"格隆汇","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516062442?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 18:55","pubTimestamp":1741085725,"startTime":"0","endTime":"0","summary":"据统计,南下资金连续15日净买入阿里巴巴,共计522.65亿港元。据悉,此次比亚迪H股闪电配售创下过去十年全球汽车行业股权再融资规模的新纪录。比亚迪表示,配售所得款项净额拟用作集团研发投入、海外业务发展、补充营运资金以及一般企业用途。这将是该组织两年多来首次宣布月度增产,到2026年,日产量将逐步恢复到220万桶。应对特朗普关税威胁,欧盟多国计划对美征收“对等关税”。","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=nesSN20250304190511963903fd&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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付出金额998万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516342622","media":"财中社","labels":["buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516342622?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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15:53","pubTimestamp":1741074780,"startTime":"0","endTime":"0","summary":"3月4日,市场全天震荡分化,三大指数涨跌不一。截至收盘,沪指涨0.22%,深成指涨0.28%,创业板指跌0.29%。截至3月4日收盘,全市上涨个股4083只,涨停88只,下跌个股1206只,跌停13只。A股全市半日成交额1.48万亿元,较上个交易日缩量1843.78亿元。 总体来看,芯片股集体大涨,芯原股份等多股涨停。军工股震荡走强,洪都航空等涨停。下跌方面,固态电池概念股展开调整,三祥新材跌停。整个板块涨幅超过2.91%。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-03-04/doc-inennqmi9833370.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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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":["LU0321505439.SGD","BK4529","BK4543","BK4527","BK4605","BK4585","LU0081259029.USD","BK4550","BK4515","BK4535","BK4533","LU0321505868.SGD","BK4512","BK4602","BK4141","BK4554","BK4579","BK4534","BK4588","BK4575"],"gpt_icon":1},{"id":"2516434696","title":"印度股市创纪录连跌10日 外资亚洲投资风向大转变:弃印度投中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2516434696","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516434696?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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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":"2516610890","title":"杭州:开展阿里巴巴集团云和AI投资计划本地配套供应商摸排","url":"https://stock-news.laohu8.com/highlight/detail?id=2516610890","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516610890?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 14:25","pubTimestamp":1741069509,"startTime":"0","endTime":"0","summary":"【杭州:开展阿里巴巴集团云和AI投资计划本地配套供应商摸排】记者获悉,根据杭州市经信局《关于开展阿里巴巴集团云和AI投资计划本地配套供应商摸排的通知》要求,现杭州市余杭区摸排意向参与阿里巴巴集团云和AI重大投资计划的本地配套供应商及核心产品。摸排范围为注册在余杭区且有意向参加阿里巴巴集团云和AI生态建设的软硬件产品提供商。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5bf6284a6454c84631046df51f516813","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://hk.eastmoney.com/a/202503043335931480.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":["BK4548","LU0918141705.HKD","BK4558","LU1688375341.USD","BABA","BK4565","LU2226246903.HKD","BK4534","LU1105468828.SGD","BK4535","LU0348814723.USD","LU1152091168.USD","LU1046422090.SGD","BK4533","LU1048596156.SGD","BK4122","BK4527","LU1823568750.SGD","LU0251143458.SGD","BK4531","LU0128525689.USD","BK4526","LU1267930227.SGD","LU1515016050.SGD","IE00BFMHRM44.USD","BK4575","LU0052756011.USD","BK4524","LU0918141887.USD","LU0651946864.USD","09988","BK4585","LU0072913022.USD","IE00B0JY6N72.USD","BK4220","BK4588","LU1152091754.HKD","BK4543","LU1046421795.USD","BK4505","LU0310800965.SGD","LU1282648689.USD","BK4504","BK4503","BK4554","BK4502","BK4587","BK4538","BK4581","BK4579"],"gpt_icon":0}],"pageSize":16,"totalPage":37,"pageCount":7,"totalSize":590}]}}