美股详情

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半导体精选

3,105.25

+47.821.56%

涨家数：15

跌家数：2

平家数：- -

市盈率：- -

高：3,124.13

开：3,068.13

低：3,035.25

收：3,057.02

数据加载中...

美光科技盘中异动股价大涨3.00%报93.94美元

英特尔盘中异动股价大跌5.04%报20.26美元

意法半导体盘中异动股价大涨5.00%报25.09美元

英伟达股价雨过天晴还是一蹶不振华尔街紧盯一项关键动能指标

环球市场播报

英特尔驳回股东对代工厂亏损和 320 亿美元暴跌的诉讼

电科芯片：高低轨一体化卫星宽带通信芯片已完成流片正开展验证

3月5日博杰股份（002975）涨停分析：英伟达合作、机器人产业链、AR/VR驱动

英伟达支持的云服务商CoreWeave将收购人工智能开发者平台Weights&Biases

环球市场播报

英伟达支持的云计算公司 CoreWeave 收购人工智能开发者平台 Weights & Biases

【产业信息速递】SRAM，还没死

北京半导体行业...

华为陈帮华：下一代光网络AI ON具备五大特征

台积电扩大对美投资分析师：中国台湾应调整产业政策

台积电称对日本的投资计划不变

安蒙：台积电加码在美投资是好消息高通已有芯片在亚利桑那州生产

Intel Panther Lake要推迟到明年上市！18A工艺成关键

高通X85 5G调制解调器-射频系统发布：峰值下行速率升至12.5Gbps！

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16:38","pubTimestamp":1741163880,"startTime":"0","endTime":"0","summary":"证券之星消息，博杰股份3月5日涨停收盘，收盘价41.38元。该股于13点0分涨停，未打开涨停，截止收盘封单资金为5394.24万元，占其流通市值1.59%。　　3月5日的资金流向数据方面，主力资金净流入4532.67万元，占总成交额22.75%，游资资金净流出2284.69万元，占总成交额11.47%，散户资金净流出2247.98万元，占总成交额11.28%。近5日资金流向一览见下表：　　该股为英伟达概念，5.5G概念，5G概念热股，当日英伟达概念概念上涨2.89%，5.5G概念概念上涨2.7%，5G概念上涨2.26%。","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/stock/relnews/cn/2025-03-05/doc-inenqxsf8831701.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1244550221.USD","LU2265009873.SGD","LU0323591593.USD","LU1989772923.USD","LU1935043536.SGD","LU0345769631.USD","LU2237438978.USD","LU0823434583.USD","SG9999002232.USD","SG9999015341.SGD","LU0048584097.USD","LU0823421416.USD","AR","BK4605","NVD2.UK","VR","002975","LU0345768740.USD","LU0198837287.USD","NVIW.SI","NVDS.UK","LU1868837136.USD","LU0127658192.USD","SNVD.UK","LU1571399168.USD","IE0004091025.USD","IE00BZ199S13.USD","NVD3.UK","3NVD.UK","LU1815336760.USD","LU1923622291.USD","2NVD.UK","LU1066051498.USD","NVDU","NVDS","IE00BK4W5M84.HKD","NVDY","BK4141","LU2023250330.USD","NVDD","SGXZ81514606.USD","LU2097344431.USD","BK4567","LU1868836591.USD","LU0466842654.USD","LU0345769128.USD"],"gpt_icon":1},{"id":"2517083967","title":"英伟达支持的云服务商CoreWeave将收购人工智能开发者平台Weights&Biases","url":"https://stock-news.laohu8.com/highlight/detail?id=2517083967","media":"环球市场播报","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517083967?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 16:21","pubTimestamp":1741162860,"startTime":"0","endTime":"0","summary":"英伟达支持的云服务公司CoreWeave周二宣布，拟收购人工智能开发者平台Weights&Biases。CoreWeave旨在通过此举在IPO前扩展自身的云平台。\n　　根据公告，此次收购将把CoreWeave的基础设施和托管云服务，与Weights&Biases的AI模型训练、评估及监测平台相结合。后者当前客户包括OpenAI和Meta等科技公司，其产品被用于构建AI模型及开发部署AI应用。\n　　交易财务条款未予披露。消息人士称，该交易估值或达17亿美元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","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/stock/usstock/c/2025-03-05/doc-inenqxsi7684224.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":"sina","symbols":["IE00BKPKM429.USD","NVIW.SI","NVDS.UK","LU0316494557.USD","LU1989772840.SGD","3NVD.UK","LU1242518931.SGD","LU1571399168.USD","NVD2.UK","BK4548","IE00BDRTCR15.USD","LU1923622291.USD","IE0004086264.USD","LU2491050071.SGD","SG9999002224.SGD","IE00B3M56506.USD","LU1804176565.USD","LU2237438978.USD","NVDD","LU1815333072.USD","NVDU","LU1721428933.USD","NVD3.UK","LU0942090050.USD","SG9999015358.SGD","2NVD.UK","LU2097344431.USD","LU1064131342.USD","NVDY","LU2237957902.USD","161631","LU1037948541.HKD","SG9999014567.USD","LU0528227936.USD","SNVD.UK","LU0640476718.USD","IE00BHPRN162.USD","LU0823421333.USD","IE00B7KXQ091.USD","LU1861215975.USD","BK4605","NVDS","LU2505996681.GBP","BK4533","SG9999015952.SGD"],"gpt_icon":0},{"id":"2517962822","title":"英伟达支持的云计算公司 CoreWeave 收购人工智能开发者平台 Weights & Biases","url":"https://stock-news.laohu8.com/highlight/detail?id=2517962822","media":"路透中文","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517962822?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 16:04","pubTimestamp":1741161878,"startTime":"0","endTime":"0","summary":"路透社3月5日 - 英伟达支持的NVDA.O CoreWeave公司周二表示，该公司正在收购人工智能开发者平台Weights & Biases，因为该公司寻求在上市前扩展其云平台。该公司表示，这项交易将把CoreWeave的基础设施和托管云服务与Weights & Biases的平台结合起来，Weights & Biases的平台用于人工智能模型的训练、评估和监控。CoreWeave 和 Weights & Biases 没有立即回应路透社对 The Information 报道的置评请求。总部位于新泽西州罗斯兰德的CoreWeave本周早些时候推进了今年的上市计划，并报告称2024年的营收将激增8倍多 。","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:20250305:nL3S3PO0TK:1","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":null,"symbols":["LU1718418525.SGD","IE0009G5SDU7.USD","LU0823414478.USD","NVDS.UK","BK4579","LU0965508806.USD","IE00B19Z8X17.USD","LU0347712357.USD","LU1037948897.HKD","LU0175139822.USD","LU0234572021.USD","IE00BJJMRY28.SGD","LU0965509010.AUD","LU0095938881.EUR","LU1064131342.USD","LU1670710661.SGD","LU2097344357.USD","NVDA","LU2552382132.HKD","NVDD","NVD2.UK","IE00BQXX3F31.USD","LU0690374961.EUR","2NVD.UK","IE00BWXC8680.SGD","NVDS","NVDU","LU1316542783.SGD","LU1670711040.USD","IBM","IE00BJJMRX11.SGD","NVD3.UK","LU0276348264.USD","NVDY","LU0823434740.USD","3NVD.UK","LU0323591593.USD","LU2028103732.USD","BK4605","BK4575","LU0215105999.USD","SNVD.UK","IE00B3M56506.USD","NVIW.SI","LU2452424414.USD","LU2264538146.SGD"],"gpt_icon":1},{"id":"2517965424","title":"【产业信息速递】SRAM，还没死","url":"https://stock-news.laohu8.com/highlight/detail?id=2517965424","media":"北京半导体行业...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517965424?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 14:21","pubTimestamp":1741155668,"startTime":"0","endTime":"0","summary":"晶体管之间的意外差异较少他表示，纳米片的品质可以提高 SRAM 的低压性能。它被称为双轨，意味着外围设备可以在需要时以低电压运行，而 SRAM 位单元则以更高的电压运行，从而降低了它们丢失位的可能性。但这意味着 SRAM 单元中代表 1 和 0 的电压与外围电压不匹配。他说，这种电压差使 SRAM 能够表现良好，同时最大限度地降低功耗。Synopsys SRAM 的最大速度为 2.3 GHz，而 TSMC SRAM 的最快版本为 4.2 GHz，Intel 的版本为 5.6 GHz。","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=nesSN20250305150217abe91013&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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ON具备五大特征","url":"https://stock-news.laohu8.com/highlight/detail?id=2517968878","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517968878?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 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分析师：中国台湾应调整产业政策","url":"https://stock-news.laohu8.com/highlight/detail?id=2517957677","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517957677?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 13:44","pubTimestamp":1741153481,"startTime":"0","endTime":"0","summary":"3月4日，美国总统特朗普和台积电董事长暨总裁魏哲家共同宣布，台积电将对美国再投资至少1000亿美元，用于兴建三座晶圆厂、两座先进封装厂等设施，以避免芯片出口美国被征收大幅关税。对此，半导体分析师陆行之3月5日指出，中国台湾产业政策可能要做些调整，做一堆低毛利高单价产品输美，加速对美贸易庞大顺差。陆行之称，台积电扩大赴美投资，中国台湾缺电应该也是考虑之一。当然被美国政府压迫，缺人工，缺土地也是其他原因。","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=nesSN20250305134506963a3d62&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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12:42","pubTimestamp":1741149720,"startTime":"0","endTime":"0","summary":"据日本共同社报道，台积电星期二（3月4日）称，扩大对美投资主要是回应客户需求，扩大生产规模，“在台湾的投资计划没有变化，对日本的投资也会（按计划）持续进行。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/china/story20250305-5968143","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/china/story20250305-5968143","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":["IE00BQXX3D17.EUR","LU2250418816.HKD","LU0316494557.USD","BK4585","TSM","LU1989772840.SGD","BK4533","LU2750360997.AUD","LU0348723411.USD","SG9999000418.SGD","LU2471134952.CNY","LU2023250504.SGD","IE0004086264.USD","LU2211815571.USD","LU2491050071.SGD","LU0143863198.USD","SGXZ81514606.USD","IE00BYQQ9H92.USD","LU0719512351.SGD","IE00BD6J9T35.USD","LU0878005551.USD","LU2125154778.USD","LU2357125470.USD","LU0384037296.USD","LU2458330169.SGD","BK4532","LU0541502299.USD","LU1868837722.USD","BK4588","BK4141","BK4527","BK4512","IE00B5TLWC47.USD","LU0488056044.USD","LU0572940350.SGD","LU1712237335.SGD","LU0353189763.USD","LU2249611893.SGD","LU0158827781.USD","BK4554","LU2237443549.SGD","LU2458330243.SGD","03145","LU2360106780.USD","LU0541501648.USD","LU2106854487.HKD","LU2271345857.HKD","BK4605","LU0082616367.USD","BK4548"],"gpt_icon":0},{"id":"2517953934","title":"安蒙：台积电加码在美投资是好消息 高通已有芯片在亚利桑那州生产","url":"https://stock-news.laohu8.com/highlight/detail?id=2517953934","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517953934?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 10:51","pubTimestamp":1741143062,"startTime":"0","endTime":"0","summary":"特朗普周一宣布，台积电将在美国投资1000亿美元，用于在亚利桑那州建造更多的芯片制造厂。安蒙表示，“台积电扩大在美国的投资是是一个好消息，这表明半导体很重要，更多的制造业对于我们来说是佳音。高通的一些芯片已经在台积电位于亚利桑那州的现有工厂生产，未来，该公司将在美国生产更多的芯片。”另外，安蒙谈到了特朗普的关税政策，他说，目前难以预测关税对高通的影响，但表示长期科技趋势的影响性，将超过短期的不确定性。","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=nesSN20250305105133963a10af&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, 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Panther Lake要推迟到明年上市！18A工艺成关键","url":"https://stock-news.laohu8.com/highlight/detail?id=2517373729","media":"快科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517373729?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 10:02","pubTimestamp":1741140127,"startTime":"0","endTime":"0","summary":"快科技3月5日消息，据知名分析师郭明透露，英特尔的Panther Lake移动SoC系列可能会推迟到2025年Q4中期。Panther Lake原本计划在2025年下半年推出，但英特尔在18A工艺上的进展不顺，导致产品上市时间被迫延后。郭明指出，英特尔在18A工艺的良率上未能取得实质性突破，内部调查显示第三季度的良率水平不会有所改善。此前有报道称，英特尔18A节点的良率仅为20%-30%，这使得英特尔无法按时发货，最终导致Panther Lake的推迟。","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=nesSN20250305100319a25fcd21&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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5G调制解调器-射频系统发布：峰值下行速率升至12.5Gbps！","url":"https://stock-news.laohu8.com/highlight/detail?id=2517937783","media":"芯智讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517937783?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 09:59","pubTimestamp":1741139940,"startTime":"0","endTime":"0","summary":"同时，高通X85凭借上行200MHz频谱，以及4层上行载波聚合，将上行峰值速率从3.5Gbps小幅提升至3.7Gbps。除了 高通X85，高通还宣布推出 Qualcomm X82 5G 调制解调器-射频系统，这是一款针对主流移动宽带应用而优化的 5G 调制解调器到天线解决方案，支持数千兆位的下载和上传速度。高通X82 和 高通X85 5G调制解调器-射频系统已经向客户提供样品，预计将于今年下半年投入商用。","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/wm/2025-03-05/doc-inenqhur7920421.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":["LU1084165304.USD","IE00BVYPNQ40.USD","QCOM","BK4534","BK4573","BK4575","BK4532","GB00BDT5M118.USD","IE00BGHQDM52.EUR","BK4585","LU1119994496.HKD","BK4561","LU1035775433.USD","LU0079474960.USD","SG9999015986.USD","BK4515","LU1917777945.USD","IE00BVYPNP33.GBP","BK4554","SG9999015945.SGD","LU0868494617.USD","LU2247934214.USD","BK4581","BK4512","LU1046421795.USD","SG9999015952.SGD","BK4604","SG9999015978.USD","IE00BSNM7G36.USD","BK4141","LU1261432733.SGD","LU1069344957.HKD","LU2106854487.HKD","LU1823568750.SGD","BK4527","BK4588","BK4605","LU1974910355.USD","LU2023250504.SGD","BK4579","SG9999001424.SGD","LU0061475181.USD"],"gpt_icon":1}],"pageSize":16,"totalPage":24,"pageCount":1,"totalSize":371}]}}