美股详情

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半导体精选

5,338.70

+4.840.09%

涨家数：6

跌家数：11

平家数：- -

市盈率：- -

高：5,400.14

开：5,331.65

低：5,294.92

收：5,333.86

成交量：3.68亿

成交额：675.58亿

市值：9.96万亿

流通市值：9.53万亿

数据加载中...

总览新闻资讯

英伟达苹果赴韩“抢人”，韩企人才保卫战打响？

M百亿美元购英伟达的芯片，科技巨头AI算力竞赛升级

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日本开出“半价建厂+全补贴”，三星与SK海力士仍对赴日投资保持谨慎

华尔街见闻

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环球市场播报

DeepSeek使用英伟达最先进芯片训练AI模型？外交部回应

韩国金融市场：股市创历史新高，芯片制造商股价上涨

汇丰银行将英伟达目标价从320美元下调至310美元

钛媒体快报

消息称英伟达 N1X 芯片今年二季度登场，联想、戴尔首发

日本股市：AI股引领日经指数收高；中国出口管制清单上的日企涨跌不一

Linux 7.0正式发布：支持Intel Nova Lake和AMD Zen 6、功能大幅扩展

美国散户推动杠杆ETF交易量激增--研究

再创新高！台积电突破51万亿

半导体新势力

“邪修”AI芯片的Taalas，成色如何？｜AGI焦点

Binance Alpha 已上线英伟达代币化股票

2000亿投入存储芯片！美光科技大手笔扩产

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16:34","pubTimestamp":1771922082,"startTime":"0","endTime":"0","summary":"据报道，尽管日本开出“建厂成本减半加全套补贴”的优厚条件，三星与SK海力士因受制于韩国国内舆论及政治压力，仍对赴日投资保持观望。这与台积电、美光在日获巨额补贴并加速扩产形成鲜明对比。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3766052","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3766052","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":["LU2106854487.HKD","LU0158827781.USD","LU1934455277.USD","BK4505","LU2111349929.HKD","BK4512","LU0082616367.USD","LU0359201612.USD","LU2211815571.USD","LU1868837565.USD","LU1282649067.USD","LU2471134952.CNY","LU2357125470.USD","LU1211504680.USD","LU2471134523.USD","BK4526","LU2028103732.USD","LU1023057109.AUD","LU2663582299.SGD","LU1989764748.USD","LU2250418816.HKD","LU0689626769.HKD","LU0882747503.HKD","LU2237443622.USD","LU1623119135.USD","IE00BHPRN162.USD","LU1974910355.USD","LU2087625088.SGD","LU2023250504.SGD","SGXZ51526630.SGD","LU0289960550.SGD","LU0348723411.USD","LU2491050154.USD","LU1917777945.USD","LU0878004406.USD","LU1712237335.SGD","LU1989772840.SGD","BK4554","BK4141","IE0004091025.USD","LU2089283258.USD","LU0541502299.USD","LU0823414551.USD","BK4612","IE00B3M56506.USD","LU1868838027.USD","BK4588","LU0359202008.SGD","LU0861579265.USD","LU1508157978.USD","LU0353189680.USD","LU1803068979.SGD","LU0719512351.SGD","IE0004445239.USD","BK4503","LU2133065610.SGD","LU2237443978.SGD","LU0109392836.USD","LU2360032135.SGD","LU0345770993.USD","IE00B5TLWC47.USD","LU2247934214.USD","BK4532","LU0094547139.USD","LU0488056044.USD","IE00BQXX3F31.USD","BK4550","LU2092937221.SGD","LU2237443549.SGD","LU0823414478.USD","LU0158827948.USD","LU2271345857.HKD","BK4543","BK4527","BK4602","LU2249611893.SGD","LU2125154935.USD","LU2471134796.USD","LU2750360641.GBP","LU0541501648.USD","LU0143863198.USD","LU0965509101.SGD","03145","LU1934455194.USD","LU2860962120.EUR","IE00BFXG0V08.USD","LU1282649810.SGD","LU0264606111.USD","LU0323591593.USD","LU1037948897.HKD","LU2041044095.USD","BK4585","LU1852331112.SGD","LU2089284900.SGD","LU2125154778.USD","LU0359201885.HKD","SGXZ81514606.USD","LU2471134879.HKD","LU0965509010.AUD","LU2506951792.HKD","BK4535","BK4605","IE00BQXX3D17.EUR","LU0143863784.USD","LU0965508806.USD","IE00BYQQ9H92.USD","TSMX","LU0642271901.SGD","TSMZ","IE00BZ199S13.USD","SG9999000418.SGD","SG9999004220.SGD","LU2298321311.HKD","TSMG","LU2023251221.USD","IE0004086264.USD","LU0316494557.USD","LU2458330243.SGD","LU0572939691.SGD","LU2750360997.AUD","LU2211814178.USD","LU2237443382.USD","LU1316542783.SGD","LU0175139822.USD","LU2360108059.USD","LU2458330169.SGD","IE00BKPKM429.USD","LU0792757196.USD","BK4533","STSM","LU2054465674.USD","LU1989772923.USD","LU2491050071.SGD","LU1037948541.HKD","BK4548","LU2063271972.USD","LU0384037296.USD","LU1267930813.SGD","LU0238689110.USD","LU0124676726.USD","LU1934455863.HKD","LU0823421416.USD","IE00BQXX3C00.GBP","LU0198837287.USD","LU0572940350.SGD","LU0965509283.SGD","LU1868837722.USD","LU0889566641.SGD","LU0353189763.USD","BK4534","LU1989764664.SGD","BK4581","SGXZ99366536.SGD","LU2360106780.USD","LU0345770308.USD","IE00BD6J9T35.USD","LU2543165471.USD","LU0056508442.USD","TSMU","TSMY","LU0878005551.USD","BK4591","LU2294711713.HKD","LU0889565833.HKD","LU0823421333.USD","LU2491049909.HKD"],"gpt_icon":1},{"id":"2613798183","title":"“大空头”伯里将英伟达比作近百年前的美国无线电公司，后者股价曾从峰值暴跌98%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613798183","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613798183?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 15:55","pubTimestamp":1771919700,"startTime":"0","endTime":"0","summary":"美国知名投资者、《大空头》原型人物迈克尔·伯里表示，目前由英伟达引领的人工智能浪潮可能会呈现出与上世纪20年代无线电热潮类似的繁荣与萧条模式。　　上周末，伯里将当前的AI热潮与近一个世纪前美国无线电公司的投机热潮相提并论。　　他指出，尽管无线电技术在接下来的几十年里持续发展，但该公司股价在20世纪30年代初暴跌了约98%。　　随着时间的推移，美国无线电公司逐渐恢复了元气，最终超过了其 1929 年的最高股价。","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/2026-02-24/doc-inhnxaes3148299.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":["IE00B1XK9C88.USD","LU0882574139.USD","LU0683600562.USD","LU0689472784.USD","IE00B775SV38.USD","LU1145028129.USD","IE00B7KXQ091.USD","BK4605","LU2097344431.USD","LU2750360997.AUD","LU0234570918.USD","IE00BYXW3230.USD","IE00BD6J9T35.USD","LU2750360641.GBP","BK4529","LU2756315664.SGD","LU1923622291.USD","LU2322448791.USD","BK4592","LU0187121727.USD","LU2077746001.SGD","NVDB","LU2290526834.HKD","LU1623119135.USD","LU2456880835.USD","BK4551","SG9999002224.SGD","LU1633808545.USD","3NVD.UK","LU1267930573.SGD","LU1244550494.USD","IE00B5949003.HKD","IE00BHPRN162.USD","BK4549","HK0000914660.USD","IE00BFSS7M15.SGD","IE00BJTD4N35.SGD","LU2106854487.HKD","LU0889565833.HKD","LU2125154778.USD","LU0494093205.USD","LU1923623000.USD","2NVD.UK","LU2089283258.USD","LU1084165304.USD","IE00BZ1G4Q59.USD","LU0276348264.USD","LU2028103732.USD","IE00BFSS8Q28.SGD","IE00B19Z9505.USD","LU0170899867.USD","LU0347712357.USD","SG9999015358.SGD","LU1917777945.USD","NVD3.UK","LU2471134796.USD","LU2360032135.SGD","LU0225283273.USD","LU0256863902.USD","LU0444971666.USD","IE000ITXATA3.USD","LU0868494708.USD","LU1778281490.HKD","SG9999001424.SGD","SG9999000418.SGD","IE0034235303.USD","LU0353189763.USD","LU0354030438.USD","IE00B19Z8X17.USD","LU0011850046.USD","BK4554","NVDD","LU0823434583.USD","LU0345769631.USD","LU2403377893.USD","NVDW","IE00BMPRXQ63.HKD","BK4550","BK4534","LU1992135399.USD","LU1935043023.USD","LU2602419157.SGD","BK4587","LU0323591593.USD","LU2125909916.SGD","LU0820561909.HKD","LU0942090050.USD","LU0979878070.USD","NVDY","LU2237438978.USD","LU1861220033.SGD","IE00B1BXHZ80.USD","LU0265550946.USD","IE00BJTD4V19.USD","IE00BDRTCR15.USD","SG9999015952.SGD","LU2191332357.HKD","LU2491049909.HKD","LU1066053197.SGD","IE00BMPRXR70.SGD","LU0157215616.USD","LU0238689110.USD","LU2462157665.USD","LU0094547139.USD","LU0724617625.USD","LU2023250504.SGD","LU0965509283.SGD","LU2326559502.SGD","LU2487616109.SGD","LU0719512351.SGD","LU0345768153.USD","LU0158827781.USD","LU0109391861.USD","NVD2.UK","LU0289961442.SGD","IE00BJJMRY28.SGD","LU2931357623.SGD","IE00B4JS1V06.HKD","LU1988902786.USD","ANV","BK4567","LU0528227936.USD","LU0211327993.USD","LU0823414478.USD","IE00BQXX3C00.GBP","LU1571399168.USD","LU2125909759.SGD","LU1839511570.USD","LU2111349929.HKD","NVD","LU1718418525.SGD","LU2237957902.USD","LU1242518931.SGD","SG9999014559.SGD","IE0009G5SDU7.USD","LU1242518857.USD","LU0672654240.SGD","LU1366333091.USD","IE0034235295.USD","IE00B3SWFQ91.USD","LU0072462426.USD","LU0096364046.USD","LU2360107168.USD","BK4503","IE00B4YYXB79.USD","LU0053666078.USD","LU0965509101.SGD","LU2065171402.SGD","SG9999014567.USD","LU1951198990.SGD","LU0266013472.USD","SGXZ31699556.SGD","LU2552382215.SGD","LU2087625088.SGD","BK4614","LU0964807845.USD","LU1983260115.SGD","LU0861579265.USD","LU1914381329.SGD","IE00BDCRKT87.USD","LU0957808578.USD","LU1934455277.USD","LU0109392836.USD","LU2458330169.SGD","BK4022","SG9999015945.SGD","LU1815333072.USD","LU0823421416.USD","HK0000306685.HKD","LU2168564065.EUR","LU0316494557.USD","LU0210536198.USD","IE00BK4W5L77.USD","LU0820561818.USD","LU0267386448.USD","LU0417517546.SGD","LU2505996681.GBP","LU0787776722.HKD","LU0345769128.USD","LU0211328371.USD","IE00BK4W5M84.HKD","LU0557290698.USD","LU0061474705.USD","IE00BZ199S13.USD","LU2361044949.HKD","LU2237957811.SGD","BK4598","LU2860962120.EUR","LU2413666699.HKD","IE0003U64NQ7.SGD","LU1066051498.USD","LU2236285917.USD","LU0476273544.USD","LU0289739343.SGD","LU2461242641.AUD","NVDX","LU1232071149.USD","LU2491050071.SGD","LU0081259029.USD","SG9999014898.SGD","LU2092937148.SGD","IE0009356076.USD","SG9999015341.SGD","LU0868494617.USD","LU2452424414.USD","LU1989764748.USD","LU2552382058.USD","LU1127390331.HKD","LU0215105999.USD","LU1267930490.SGD","LU2023250330.USD","LU1935042215.USD","LU2265009873.SGD","LU2746668974.SGD","SGXZ99366536.SGD","LU0640476718.USD","LU0354030511.USD","LU0957791311.USD","LU2089284900.SGD","SG9999004303.SGD","SG9999014575.USD","LU2552382132.HKD","LU2054465674.USD","LU1721428933.USD","SG9999014542.SGD","LU0965509010.AUD","LU2168564495.EUR","LU1429558221.USD","BK4608","LU2286300806.USD","IE00B775H168.HKD","LU0965508806.USD","IE0001KFT4U8.USD","LU0029864427.USD","LU1712237335.SGD","LU2092627202.USD","LU2271345857.HKD","LU2242649171.HKD","SG9999015986.USD","LU0077335932.USD","SGXZ81514606.USD","GB00BDT5M118.USD","LU1116320901.HKD","SNVD.UK","LU0308772762.SGD","LU1244550221.USD","LU2322448957.HKD","IE00BKPKM429.USD","BK4532","LU0823434740.USD","BK4588","LU2249611893.SGD","LU0444973449.USD","SG999901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15:49","pubTimestamp":1771919349,"startTime":"0","endTime":"0","summary":"人民财讯2月24日电，2月24日，外交部发言人毛宁主持例行记者会。有记者提问，据一位特朗普政府高级官员称，DeepSeek的AI模型据说是使用英伟达最先进的AI芯片进行训练的。这可能构成对美国出口管制的违反，美方认为DeepSeek需要将相关设备移除。请问这一说法是否属实？毛宁表示，不了解你提到的具体情况。关于美国输华芯片问题，中方已经多次表明了原则立场。（北京日报）","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=nesSN20260224154910a4c203eb&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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15:20","pubTimestamp":1771917633,"startTime":"0","endTime":"0","summary":"路透东京2月24日 - 日本股市日经股指周二在长周末假期后恢复交易时上涨，人工智能相关股票因市场猜测该热门领域将获得更多投资而上涨。日经指数 .N225 收涨0.9%，报57,321.09点；东证股价指数 .TOPX 微升0.2%。作为AI行业的风向标，Nvidia将于周三公布财报。中国将多家日本企业列入出口管制清单，旨在遏制其所谓的\"日本再军事化\"，导致清单中企业股价涨跌不一。该消息导致日本防务类股大幅下挫，三菱重工业 7011.T 下跌3.1%，IHI 7013.T 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13:28","pubTimestamp":1771910904,"startTime":"0","endTime":"0","summary":"台积电开高15元，以1,915元开出，盘中再创天价，朝2000元挺进。台积电已释出第1季财测，预估美元营收346亿美元至358亿美元、中间值约352亿美元，季增约4.4%；毛利率63%至65%、营业利润率54%至56%，汇率假设基础为1美元兑新台币31.6元。台积电2025年美元营收创新高，2026年持续成长，可望再创新高。1月营收首度突破4,000亿元，单月营收4,012亿元，创历史新高。","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=nesSN20260224174416a7196443&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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