美股详情

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半导体精选

2,956.35

-149.1829-4.80%

涨家数：2

跌家数：15

平家数：- -

市盈率：- -

高：3,104.02

开：3,104.02

低：2,942.92

收：3,105.45

数据加载中...

总览新闻资讯

高通与诺基亚贝尔实验室联合展示无线网络AI互操作性突破

郭明𫓹：台积电千亿美元投资计划长远而言将是利好相信不会影响盈利

高通重塑连接：AI驱动的无线时代变革

21世纪经济报道

微芯科技裁员应对需求放缓：转型求生，2000人面临失业浪潮

美国研究综述-加利福尼亚资源公司、礼来公司、马斯泰克公司

《综述》台积电宣布美国大投资后股价创逾三个月新低，分析师称“利空出尽”

台积电斥资千亿美元扩大对美投资陆行之：买到4年免死金牌

台湾股市：量缩收跌并创三个月新低，台积电短线利空近尾声指数酝酿反弹

1000亿美元，台积电将建3座新晶圆厂+2座先进封装设施

全球半导体观察

港股异动 | 京信通信(02342)涨超10% 此前发新股引入易磊及英特尔推出全新一代5G NR直放站

【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

传安森美将考虑收购汽车芯片厂商Allegro

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

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15:38","pubTimestamp":1741073931,"startTime":"0","endTime":"0","summary":"微芯科技预计，此次裁员及相关重组措施将产生约3000万至4000万美元的费用，其中包括现金遣散费和其他重组开支。这一决定较原计划提前了数月，通过裁员和关闭工厂等措施，微芯科技预计其年度运营成本将减少约9000万至1亿美元。总的来说，微芯科技的裁员决策是其在转型过程中迈出的重要一步。我们期待着微芯科技在未来的表现，并相信他们能够成功应对挑战，实现转型求生的目标。","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=nesSN20250304154017abe7623e&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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Cowen将目标价从160美元上调至170美元以下是路透社周二报导的美国公司研究报告摘要。","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:nL3T3PN0PD: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":["NOVA","LU0149725797.USD","LU0128525929.USD","LU0345780950.USD","BK4605","LU0557290698.USD","ABBV","LU2211815571.USD","LU0820561818.USD","LU0310800379.SGD","LU1057294990.SGD","SG9999015986.USD","LU0251132253.USD","LU1119994496.HKD","LU0965508806.USD","PLRX","BCSF","CRC","LU0528227936.USD","LU1074936037.SGD","LU1084165304.USD","LU1868836914.USD","LU0058720904.USD","LLY","LU1548497426.USD","LU2087625088.SGD","LU0417517546.SGD","IE00B4R5TH58.HKD","MCHP","LU1506573853.SGD","IE00BKVL7J92.USD","IE00BJJMRZ35.SGD","WMB","LU0187121727.USD","LU0466842654.USD","OKTA","IE00BFTCPJ56.SGD","LU1868837136.USD","MTZ","PTGX","LU1153585028.USD","LU0553294199.USD","GTLB","SG9999014880.SGD","NNI","LU0048584097.USD","LU1069347547.HKD","LU1670628061.USD","BK4166"],"gpt_icon":1},{"id":"2516434516","title":"《综述》台积电宣布美国大投资后股价创逾三个月新低，分析师称“利空出尽”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516434516","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516434516?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 15:17","pubTimestamp":1741072660,"startTime":"0","endTime":"0","summary":"《综述》台积电宣布美国大投资后股价创逾三个月新低，分析师称“利空出尽”美国大投资宣布后，台积电股价收创逾三个月低位看美国大投资，分析师称“利空出尽”分析师：台积电千元附近料有撑记者 高洁如。路透台北3月4日 - 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":["BK4529","BK4533","BK4543","BK4515","BK4579","BK4554","BK4588","BK4527","BK4535","LU0321505439.SGD","BK4602","BK4550","BK4534","LU0321505868.SGD","BK4141","BK4585","BK4575","BK4512","BK4605","LU0081259029.USD"],"gpt_icon":1},{"id":"2516648011","title":"台积电斥资千亿美元扩大对美投资 陆行之：买到4年免死金牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648011","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648011?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 15:04","pubTimestamp":1741071898,"startTime":"0","endTime":"0","summary":"分析师陆行之指出，台积电应该算是买到四年免死金牌，明后年年度资本支出或将突破500亿美元。陆行之在脸书发文指出，台积电宣布未来4年要再花1000亿美元投资美国厂，应该算是买到4年的免死金牌，加上之前的650亿美元还没花完的，每年至少投资超过300亿美元在美国厂，如果台积电资本开支维持在35%营收的capital density，美国厂资本开支应该会超过中国台湾厂资本开支，应该考虑去亚利桑那州投资房地产，以后肯定出现一个美国版科学园区。","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=nesSN20250304150549989b1dc1&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, 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15:01","pubTimestamp":1741071685,"startTime":"0","endTime":"0","summary":"路透台北3月4日 - 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":"2516648013","title":"1000亿美元，台积电将建3座新晶圆厂+2座先进封装设施","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648013","media":"全球半导体观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648013?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 14:22","pubTimestamp":1741069367,"startTime":"0","endTime":"0","summary":"结合该消息可知，此前台积电在亚利桑那州的650亿美元投资仅覆盖三座晶圆厂，而新增的1000亿美元投资将额外建设三座晶圆厂，使台积电在美国的总晶圆厂数量达到六座，并加上2座先进封装设施，总投资额增至1650亿美元。图片来源：台积电先进封装：大厂技术布局与合作新篇台积电计划兴建的3座晶圆厂和2座先进封装设施选址备受关注。","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=nesSN20250304144815989b1929&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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| 京信通信(02342)涨超10% 此前发新股引入易磊及英特尔 推出全新一代5G NR直放站","url":"https://stock-news.laohu8.com/highlight/detail?id=2516614227","media":"智通财经","labels":["productRelease","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516614227?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 13:42","pubTimestamp":1741066956,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，京信通信午后涨超10%，截至发稿，涨10.34%，报1.6港元，成交额3742.28万港元。消息面上，京信通信此前公布，公司将以每股1.09港元的价格，向两名投资者易磊及英特尔发行共约3.41亿股新股，集资约3.72亿港元。京信通信推出的全新一代5G NR直放站在展会上首次亮相。公司指，5G NR直放站是京信通信在下一代通信技术创新领域的又一重大突破。通过提供更快、更稳定、更具成本优势的连接能力，京信通信正加速推动室内5G网络的未来演进。","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":"http://www.zhitongcaijing.com/content/detail/1257373.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1506","BK4554","BK4579","BK4605","LU0321505439.SGD","BK4543","BK4529","BK4533","02342","BK4141","BK4515","BK4588","BK4585","BK4512","BK4534","LU0321505868.SGD","BK1529","BK4527","BK4602","BK4575","BK4550","LU0081259029.USD","BK1149","BK4535"],"gpt_icon":0},{"id":"2516616063","title":"【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。","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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11:19","pubTimestamp":1741058340,"startTime":"0","endTime":"0","summary":"目前Allegro 的市值约为 41 亿美元，而安森美的市值约为 198 亿美元，尚不清楚安森美计划收购的出价金额。至于，Allegro是否欢迎安森美的收购要约也不确定。报道称，安森美对Allegro的收购兴趣可能会促使其他公司接洽Allegro。业界预期通过收购Allegro，安森美有望进一步扩展其汽车传感器产品线，特别是在磁传感器和电机控制系统领域，增强其在汽车芯片市场的竞争力。","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=nesSN20250304112140a25e1c26&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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11:10","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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强调在台日投资计划不受影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2516690382","media":"联合早报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516690382?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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10:28","pubTimestamp":1741055336,"startTime":"0","endTime":"0","summary":"路透台北3月4日 - 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