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量子计算概念

1,794.79

-20.0149-1.10%

涨家数：4

跌家数：15

平家数：- -

市盈率：- -

高：1,823.63

开：1,805.53

低：1,784.21

收：1,814.80

数据加载中...

总览新闻资讯

周鸿祎两会前夕谈百度开源：李彦宏非常睿智，也非常老江湖

台积电拿7300亿赴美献诚意，魏哲家演讲，特朗普旁听

【美国政府调查：有近100家公司计划在3月裁员】据美国政府的WARN通知，有近100家美国公司打算在3月裁员，其中包括英特尔、联邦快递、老牌工艺品及布艺零售商Joann Fabrics及连锁药房Walgreen(WBA)等，打算削减人手的公司规模由10人至500人。而近期公布关闭66家门店的梅西百货亦在表上，将会裁减数以百计的员工。

1000亿！台积电将在美国再建5座芯片工厂

台积电变“美积电”？台当局回应

凤凰网科技

台积电CoWoS又传遭砍单？供应链：相关订单仍供不应求；美国“猎鹰9”火箭发射21颗“星链”卫星丨智能制造日报

台积电扩大在美投资强调在台日投资计划不受影响

台积电投资美国千亿美元股价创逾三个月低位，分析师称至少不是最坏版本

【百度收购YY直播完成工商变更】天眼查App显示，2月27日，广州奕凌网络科技有限公司发生工商变更，原股东广州市锐橙网络科技有限公司退出，新增百度旗下达孜县百瑞翔创业投资管理有限责任公司为全资股东。

百度收购YY直播完成工商变更

前英特尔首席执行官Barrett：现在不是考虑拆分的时候

日本ispace公司计划于6月6日进行第二次登月尝试

英特尔晶圆代工，重要进展

半导体行业观察

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

24小时环球政经要闻全览 | 3月4日

应英伟达、博通要求，台积电预计下半年量产CPO产品

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13:40","pubTimestamp":1741066800,"startTime":"0","endTime":"0","summary":"新浪科技讯 3月4日上午消息，今年全国两会前夕，全国政协委员、360集团创始人周鸿祎围绕DeepSeek开源模式进行阐述。　　周鸿祎表示，李彦宏非常睿智，也非常老江湖，他原来是不太认可开源，因为他认为他的模式是接近OpenAI的，但他比OpenAI更聪明的是及时转身，宣布开源。　　周鸿祎提到，很多人老问我中美的差距有多少。","market":"other","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/tech/shenji/2025-03-04/doc-inennkck5795562.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":"sina","symbols":["BIDU","BK1609","LU2039709279.SGD","LU0588546209.SGD","LU0163747925.USD","BK4574","LU0072462343.USD","LU0228367735.SGD","LU0819121731.USD","LU0348735423.USD","BK4531","BK4585","LU0359202008.SGD","LU0831093199.SGD","LU1115378108.SGD","03601","BK4588","BK4579","IE0034224299.USD","LU0630378692.HKD","LU0856984785.SGD","SG9999002463.SGD","SG9999014674.SGD","LU0051755006.USD","LU1023057109.AUD","SG9999002828.SGD","BK4514","BK4602","LU0173614495.USD","LU0456827905.SGD","BK4552","HK0000320223.HKD","BK4543","LU0229945570.USD","89888","BK4077","LU0762541174.USD","BK1588","HK0000320264.USD","BK4526","BK4587","LU0307460666.USD","LU0823426308.USD","LU0823426480.USD","LU0348825331.USD","LU0052750758.USD","LU0359201612.USD","09888","LU1048588211.SGD","LU0762542818.HKD"],"gpt_icon":1},{"id":"2516196546","title":"台积电拿7300亿赴美献诚意，魏哲家演讲，特朗普旁听","url":"https://stock-news.laohu8.com/highlight/detail?id=2516196546","media":"芯东西","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516196546?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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Fabrics及连锁药房Walgreen(WBA)等，打算削减人手的公司规模由10人至500人。而近期公布关闭66家门店的梅西百货亦在表上，将会裁减数以百计的员工。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516616063","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516616063?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 12:23","pubTimestamp":1741062212,"startTime":"0","endTime":"0","summary":"据美国政府的WARN通知，有近100家美国公司打算在3月裁员，其中包括英特尔、联邦快递、老牌工艺品及布艺零售商Joann Fabrics及连锁药房Walgreen(WBA)等，打算削减人手的公司规模由10人至500人。而近期公布关闭66家门店的梅西百货亦在表上，将会裁减数以百计的员工。","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://24h.jrj.com.cn/2025/03/04122348504557.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":["BK4515","LU0742534661.SGD","BK4529","LU0052756011.USD","BK4585","LU0310800965.SGD","BK4550","BK4588","BK4579","BK4605","FDX","LU0251131958.USD","BK4575","WBA","LU1267930227.SGD","BK4602","BK4128","BK4554","LU0048573561.USD","BK4527","JOAN","BK4141","BK4512","BK4534","BK4543","LU0321505868.SGD","LU0128525689.USD","BK4200","BK4535","LU0251142724.SGD","BK4533","LU0081259029.USD","BK4131","LU0321505439.SGD","LU1571399168.USD","INTC"],"gpt_icon":0},{"id":"2516164027","title":"1000亿！台积电将在美国再建5座芯片工厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2516164027","media":"满天芯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516164027?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 12:05","pubTimestamp":1741061151,"startTime":"0","endTime":"0","summary":"3月4日，美国总统特朗普宣布，台积电将在美国投资至少1000亿美元，建造“最先进的”芯片生产设施，总投资将至少达到1650亿美元。台积电董事长暨总裁魏哲家表示，未来数年将在美国再建造5座晶圆厂。此前，台积电正在进行650亿美元于亚利桑那州凤凰城的先进半导体制造的投资项目，其中包括在亚利桑那州建立三座晶圆厂。如今再增加1,000亿美元投资于美国的先进半导体制造，台积电在美国的总投资金额预计将达到1,650亿美元。","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=nesSN20250304165408abe78136&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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11:48","pubTimestamp":1741060107,"startTime":"0","endTime":"0","summary":"台积电CEO魏哲家与特朗普宣布在美投资凤凰网科技讯 北京时间3月4日，台积电周一宣布在美追加投资1000亿美元。对于台积电要变“美积电”的担忧，中国台湾地区“经济部长”郭智辉今日回应称，这是多余的(担忧)。据台媒报道，外界还担心台积电在美投资是否会连带相关供应链迁移至美国，郭智辉坦言，从长期来看这可能会发生，但以目前台积电的投资金额来看，所需的供应链数量可能还不足以吸引整个供应链迁移。","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://tech.ifeng.com/c/8hRenYresMW","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":"fenghuang_stock","symbols":["LU0143863198.USD","LU1852331112.SGD","LU2089283258.USD","LU1917777945.USD","BK4534","LU2125154778.USD","LU0143863784.USD","BK4585","LU0158827948.USD","LU2357125470.USD","LU2491050071.SGD","BK4543","LU2663582299.SGD","LU2471134523.USD","LU0109392836.USD","BK4602","LU2133065610.SGD","LU2471134952.CNY","LU2491050154.USD","LU1868837565.USD","BK4141","LU0056508442.USD","03145","LU0572939691.SGD","LU1282649810.SGD","BK4550","LU0541502299.USD","LU2360032135.SGD","LU2294711713.HKD","IE00BQXX3D17.EUR","LU0823421333.USD","BK4512","LU1712237335.SGD","BK4532","LU0889566641.SGD","BK4505","LU2023250504.SGD","LU0792757196.USD","LU0158827781.USD","LU2211815571.USD","LU2471134879.HKD","IE00BD6J9T35.USD","LU2237443622.USD","BK4548","LU0541501648.USD","LU2106854487.HKD","LU2271345857.HKD","TSM","LU2054465674.USD","LU2237443382.USD"],"gpt_icon":0},{"id":"2516464022","title":"台积电CoWoS又传遭砍单？供应链：相关订单仍供不应求；美国“猎鹰9”火箭发射21颗“星链”卫星丨智能制造日报","url":"https://stock-news.laohu8.com/highlight/detail?id=2516464022","media":"创业邦","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516464022?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 11:10","pubTimestamp":1741057832,"startTime":"0","endTime":"0","summary":"台积电昨日表示不回应相关传闻。封测供应链指出，近期CoWoS相关订单仍供不应求，没有被砍单，可能是制程升级转换，甚至可能是有客户开始布局下世代扇出型面板级封装，导致误解。扫码订阅智能制造产业日报，精选行业新闻，帮你省时间！","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=nesSN20250304164802a25e9139&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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全球最大芯片代工商台积电2330.TW在美国宣布1,000亿美元投资计划，开盘股价即跌破千元价位创逾三个月低点；分析师认为，台积电因地缘政治的变数逐渐厘清，“至少不是最坏的版本”，股价低档料能有支撑。他表示，先前市场传闻台积电将技术提供英特尔，但它其实是最不合理、损害最大的。目前台积电公布大投资美国设厂，成本虽会升高，但至少掌控权可以在台积电手上。","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:nL3T3PN06W: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":["BK4543","LU0321505868.SGD","BK4579","BK4534","BK4529","BK4575","BK4533","BK4602","BK4588","LU0081259029.USD","BK4515","LU0321505439.SGD","BK4512","BK4554","BK4527","BK4605","BK4535","BK4585","BK4550","BK4141"],"gpt_icon":1},{"id":"2516694146","title":"【百度收购YY直播完成工商变更】 天眼查App显示，2月27日， 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广州奕凌网络科技有限公司发生工商变更，原股东广州市锐橙网络科技有限公司退出，新增百度旗下达孜县百瑞翔创业投资管理有限责任公司为全资股东。","market":"us","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/2025/03/04095748502746.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK4514","BK4531","LU0287142896.SGD","BK4579","BK4513","BK4574","LU0640798160.USD","BK4085","BIDU","BK4602","BK4552","BK4535","BK4504","161022","HUYA","LU1115378108.SGD","BK4543","BK4077","BK4526","BK4509","LU1023057109.AUD","BK4548","BK4585","LU0173614495.USD","BK4587","LU0359201612.USD","IE00B0JY6N72.USD","BK4588","LU0359202008.SGD"],"gpt_icon":0},{"id":"2516694983","title":"百度收购YY直播完成工商变更","url":"https://stock-news.laohu8.com/highlight/detail?id=2516694983","media":"美港电讯","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516694983?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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Gelsinger，建议解雇英特尔董事会并重新聘用Gelsinger。Barrett认为，尽管英特尔董事会用心良苦，但他们都是“学者和前政府官员”，不适合理解当前的形势。Barrett指出，由于英特尔新的18A工艺技术，现在不是拆分英特尔的时候。如果将代工业务从产品部门拆分出去，将会分散英特尔的注意力，而这是英特尔目前不需要的。","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://finance.sina.com.cn/roll/2025-03-04/doc-inenmxpv5638478.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":"sina","symbols":["BK4512","BK4554","BK4535","BK4588","BK4543","BK4527","BK4533","BK4529","LU0321505439.SGD","BK4141","BK4515","BK4575","LU0081259029.USD","BK4585","LU0321505868.SGD","BK4579","BK4605","BK4534","BK4602","BK4550","INTC"],"gpt_icon":1},{"id":"2516695247","title":"日本ispace公司计划于6月6日进行第二次登月尝试","url":"https://stock-news.laohu8.com/highlight/detail?id=2516695247","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516695247?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:nL3S3PN045:1","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":null,"symbols":["BK4187","BK4602"],"gpt_icon":1},{"id":"2516995576","title":"英特尔晶圆代工，重要进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2516995576","media":"半导体行业观察","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516995576?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 08:56","pubTimestamp":1741049761,"startTime":"0","endTime":"0","summary":"当时，博通表示将继续审查英特尔的代工能力。晶圆代工业务陷入困境许多芯片设计人员正在密切关注英特尔的代工进展，以确定他们最终是否会承诺使用其制造服务。产量提升的延迟可能会阻碍英特尔代工业务急需的收入，目前该业务主要生产英特尔自己的芯片。英特尔的代工收入在 2023 年下降了 60%，该公司表示，预计该业务至少要到 2027 年才能实现收支平衡。","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=nesSN20250304090533a25dedd2&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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