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室温超导概念

1,778.15

+62.653.65%

涨家数：3

跌家数：6

平家数：- -

市盈率：- -

高：1,813.31

开：1,737.42

低：1,721.22

收：1,715.50

数据加载中...

郭明𫓹剖析台积电美国工厂追加1000亿美元，全球半导体市场格局再变

台积电扩大在美投资强调在台日投资计划不受影响

台积电台股开盘下跌2.25%，此前美国总统特朗普宣布台积电计划在美国进行1000亿美元的投资。

台积电在美国：再建三座晶圆厂，两座封测厂

半导体行业观察

台积电计划在美追加1000亿美元投资扩产芯片制造产能

Ionq, Inc.盘中异动快速下跌5.05%

台积电跌幅收窄至2.77%，最近五个交易日累计跌幅收窄至不到8%。

特朗普宣布：台积电计划在美国投资1000亿美元。

卡梅科盘中异动下午盘大幅下跌5.00%

Quantum Computing Inc.盘中异动急速跳水5.03%报5.76美元

美国超导盘中异动早盘急速跳水5.02%报21.57美元

美媒：特朗普将宣布台积电1000亿美元芯片厂投资计划

据华尔街日报：美国总统特朗普预计将于周一晚些时候宣布的一项计划，台积电(TSM.N)计划未来四年在美国投资1,000亿美元建设芯片制造厂。

Nexgen Energy Ltd.盘中异动股价大跌5.10%报5.02美元

热潮退去后，IonQ开始自找麻烦

财经自媒体

郭明𫓹：台积电CoWoS扩产计划仍无改变

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03:44","pubTimestamp":1741031090,"startTime":"0","endTime":"0","summary":"台积电跌幅收窄至2.77%，最近五个交易日累计跌幅收窄至不到8%。","market":"hk","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://24h.jrj.com.cn/2025/03/04034448498981.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":"jinrongjie_stock","symbols":["LU2360106780.USD","LU2663582299.SGD","LU0488056044.USD","LU1211504680.USD","LU1712237335.SGD","LU2023250504.SGD","LU0889565833.HKD","LU2491050154.USD","TSM","BK4554","BK4512","LU2458330243.SGD","LU1508157978.USD","LU0143863198.USD","LU0823414551.USD","SG9999000418.SGD","BK4533","LU0719512351.SGD","BK4527","LU2054465674.USD","BK4585","LU2237443382.USD","LU0353189763.USD","LU2237443549.SGD","SGXZ81514606.USD","BK4548","BK4588","LU2249611893.SGD","LU2111349929.HKD","LU1852331112.SGD","LU0264606111.USD","LU2237443622.USD","LU2087625088.SGD","IE00BYQQ9H92.USD","BK4591","LU0082616367.USD","LU1989772923.USD","IE00BHPRN162.USD","IE00B5TLWC47.USD","BK4605","LU0541502299.USD","LU2491050071.SGD","LU2271345857.HKD","LU0823421416.USD","BK4526","LU2023251221.USD","LU2750360641.GBP","SGXZ99366536.SGD","LU0792757196.USD","03145"],"gpt_icon":0},{"id":"2516650696","title":"特朗普宣布：台积电计划在美国投资1000亿美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516650696","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516650696?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 03:44","pubTimestamp":1741031067,"startTime":"0","endTime":"0","summary":"特朗普宣布：台积电计划在美国投资1000亿美元。","market":"hk","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://24h.jrj.com.cn/2025/03/04034448498976.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":"jinrongjie_stock","symbols":["BK4605","BK4548","LU0143863198.USD","LU2750360641.GBP","LU2237443549.SGD","LU2458330243.SGD","LU2023251221.USD","BK4585","LU2491050071.SGD","LU2491050154.USD","LU2054465674.USD","LU0353189763.USD","SGXZ99366536.SGD","LU0488056044.USD","BK4591","LU1712237335.SGD","BK4554","LU0889565833.HKD","LU0264606111.USD","LU1852331112.SGD","LU0541502299.USD","LU2237443382.USD","IE00B5TLWC47.USD","LU1508157978.USD","03145","BK4588","LU2023250504.SGD","IE00BYQQ9H92.USD","IE00BHPRN162.USD","SGXZ81514606.USD","LU2237443622.USD","LU2360106780.USD","LU1211504680.USD","BK4526"],"gpt_icon":0},{"id":"2516565714","title":"卡梅科盘中异动 下午盘大幅下跌5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516565714","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516565714?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 03:18","pubTimestamp":1741029485,"startTime":"0","endTime":"0","summary":"北京时间2025年03月04日03时18分，卡梅科股票出现波动，股价快速下跌5.00%。截至发稿，该股报41.84美元/股，成交量290.678万股，换手率0.67%，振幅6.58%。卡梅科股票所在的铀行业中，整体跌幅为3.76%。其相关个股中，卡梅科、Energy Fuels Inc、丹尼森矿业涨幅较大，Encore Energy Corp.、丹尼森矿业、Uranium Royalty Corp.较为活跃，换手率分别为9.62%、6.89%、4.55%，振幅较大的相关个股有Encore Energy Corp.、Uranium Royalty Corp.、Centrus Energy Corp.，振幅分别为47.22%、11.36%、11.12%。卡梅科有三个可报告的部门，铀，燃料服务和西屋电气。","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=nesSN202503040318059637ec8a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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急速跳水5.03%报5.76美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516651414","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516651414?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 01:55","pubTimestamp":1741024536,"startTime":"0","endTime":"0","summary":"北京时间2025年03月04日01时55分，Quantum Computing Inc.股票出现波动，股价急速下挫5.03%。截至发稿，该股报5.76美元/股，成交量417.54万股，换手率3.04%，振幅8.33%。Quantum Computing Inc.股票所在的电脑硬件行业中，整体跌幅为2.58%。Quantum Computing Inc.公司简介：Quantum Computing Inc 是一家美国公司，利用非线性量子光学为高性能计算应用提供量子产品。","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=nesSN20250304015536989a3e2a&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, 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00:28","pubTimestamp":1741019299,"startTime":"0","endTime":"0","summary":"北京时间2025年03月04日00时28分，美国超导股票出现波动，股价快速下跌5.02%。截至发稿，该股报21.57美元/股，成交量26.4385万股，换手率0.67%，振幅6.32%。最近的财报数据显示，该股实现营业收入61.40百万美元，净利润2.47百万美元，每股收益0.07美元，毛利15.88百万美元，市盈率240.11倍。美国超导股票所在的商业设备服务行业中，整体涨幅为0.51%。美国超导公司简介：美国超导公司提出的创意，技术和解决方案可满足世界对更智能，更清洁和更节能的需求。","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=nesSN20250304002819a25d63fc&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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23:21","pubTimestamp":1741015276,"startTime":"0","endTime":"0","summary":"金十数据3月3日讯，据华尔街日报报道，知情人士透露，根据美国总统特朗普预计将于当地时间周一晚些时候宣布的一项计划，台积电(TSM.N)计划未来四年在美国投资1000亿美元建设芯片制造厂。这笔投资将用于建设尖端芯片制造设施。这一扩张计划将推动美国长期追求的目标，即重振美国半导体产业。台积电于2020年在亚利桑那州扎根，当时该公司表示将斥资120亿美元在当地建立一家芯片工厂。自那以后，该公司对该基地的野心迅速扩大，在同一地点又建了两家工厂，总投资达650亿美元。该公司的第一家工厂于去年年底开始大规模生产。","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=nesSN202503032322009637b997&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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23:15","pubTimestamp":1741014954,"startTime":"0","endTime":"0","summary":null,"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://www.ushknews.com/","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":"live_meigang","symbols":["LU0124676726.USD","LU2089283258.USD","LU2491050071.SGD","BK4550","LU0264606111.USD","LU1868837565.USD","BK4534","BK4527","LU2360032135.SGD","LU0143863198.USD","IE0004445239.USD","LU0082616367.USD","LU2023250504.SGD","LU2237443978.SGD","TSM","LU0689626769.HKD","159813","LU0823421416.USD","LU1868838027.USD","LU2750360641.GBP","LU1508157978.USD","LU1974910355.USD","LU2271345857.HKD","LU0353189680.USD","LU0572940350.SGD","LU1917777945.USD","LU2125154778.USD","LU2663582299.SGD","SGXZ81514606.USD","LU2491050154.USD","LU2471134796.USD","BK4585","LU2458330243.SGD","LU2458330169.SGD","03145","BK4503","LU2471134952.CNY","BK4602","LU0109392836.USD","BK4526","IE00B5TLWC47.USD","BK4591","LU1211504680.USD","LU0792757196.USD","LU0889565833.HKD","LU2250418816.HKD","BK4581","EWT","TWmain","LU1989764748.USD"],"gpt_icon":0},{"id":"2516637598","title":"Nexgen Energy Ltd.盘中异动 股价大跌5.10%报5.02美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516637598","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516637598?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 22:56","pubTimestamp":1741013806,"startTime":"0","endTime":"0","summary":"北京时间2025年03月03日22时56分，Nexgen Energy Ltd.股票出现波动，股价急速下跌5.10%。截至发稿，该股报5.02美元/股，成交量92.6596万股，换手率0.16%，振幅6.05%。Nexgen Energy Ltd.股票所在的铀行业中，整体跌幅为2.54%。其相关个股中，Uranium Royalty Corp.、Energy Fuels Inc、丹尼森矿业涨幅较大，Centrus Energy Corp.、Encore Energy Corp.、丹尼森矿业较为活跃，换手率分别为1.03%、1.02%、0.79%，振幅较大的相关个股有Encore Energy Corp.、Centrus Energy Corp.、Uranium Energy Corp.，振幅分别为27.78%、9.41%、7.65%。Nexgen Energy Ltd.公司简介：NexGen Energy Ltd是一家矿产勘探公司。","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=nesSN20250303225646abe63b95&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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19:34","pubTimestamp":1741001640,"startTime":"0","endTime":"0","summary":"IonQ报告称，调整后EBITDA亏损为3300万美元，并预计3月季度的收入仅为700万至800万美元。结束炒作热潮2024年底，IonQ因量子计算和网络的巨大炒作而飙升至接近55美元。那些搭上炒作列车的投资者需要公司进一步提升预期，但IonQ几乎在宣布计划筹集更多现金以支持额外支出的同时，也收回了炒作。IonQ目前拥有3.64亿美元的现金余额，因此计划再筹集5亿美元以投资量子网络，这显然会破坏股价上涨的势头。显然，IonQ仍然预计2025年销售额将增长100%。","market":"sg","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/jjxw/2025-03-03/doc-inenkrui9451758.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":["IONQ","BK4591","BK4602","BK4170"],"gpt_icon":1},{"id":"2516957608","title":"郭明𫓹：台积电CoWoS扩产计划仍无改变","url":"https://stock-news.laohu8.com/highlight/detail?id=2516957608","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516957608?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 12:12","pubTimestamp":1740975169,"startTime":"0","endTime":"0","summary":"格隆汇3月3日｜分析师郭明称，针对台积电与英伟达做了产业调查，结论：1.台积电CoWoS扩产计划仍无改变；2.英伟达在台积电的2025年CoWoS投片约37万片之规划，自4Q24至今无太大变化。市场传言指出英伟达在台积电2025年CoWoS投片规划自40万片以上，下修至38万片，这与调查有出入，可能原因：1.部分市场参与者对英伟达的2025年投片规划预期过于乐观。","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=nesSN202503031213119636f360&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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