美股详情

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GLOBALFOUNDRIES Inc.

38.16

-0.0800-0.21%

成交量：22.42万

成交额：848.39万

市值：210.89亿

市盈率：-79.50

高：38.22

开：37.29

低：37.15

收：38.24

数据加载中...

总览公司新闻资讯公告

AMD最强U锐龙AI Max+395内核照首次揭秘：GPU面积大得恐怖

异动解读 | 全新冷却系统提振AI芯片散热能力 GlobalFoundries盘中大涨5.03%

格芯盘中异动急速上涨5.03%报45.33美元

【AMD一度上涨约2.2%，报115.55美元】AMD一度上涨约2.2%，报115.55美元。2月5日跌至106.50美元以来，持续反弹。Benchmark分析师Cody Acree重申对AMD的买入评级，目标价170美元；该分析师近期曾与AMD的CEO Jean Hu进行过炉边闲聊。

较年初高点下跌45%，AMD在 Nvidia 的阴影下仍值得买入

美股研究社

AMD计划导入三星4nm制程，或用于生产下一代I/O芯片

【扩大】中国扩大采用国产DRAM,全球DRAM价格连跌五月；AMD下一代Zen6架构产品计划引入三星4nm工艺

AMD Radeon RX 9070 XT显卡曝光，确认64个RDNA 4计算单元

【美股“七姐妹”｜英伟达收涨约2.6%，扎克伯格旗下Meta连涨20天】周五，“Magnificent 7”中，英伟达收涨2.57%，苹果涨1.27%，Meta涨1.11%，特斯拉则收跌0.03%，谷歌A跌0.49%，微软跌0.51%，亚马逊跌0.73%。此外，AMD收涨1.15%，台积电ADR涨1.03%，巴菲特旗下伯克希尔哈撒韦B类股跌0.19%，礼来制药跌3%。

安谋盘中异动快速跳水5.11%

格芯2024财年实现净利润-2.65亿美元，同比减少125.98%

AMD引入三星4nm制程设计新I/O芯片因台积电产能不足

【AMD考虑向三星电子下达EPYC霄龙服务器处理器IOD芯片订单】消息称AMD考虑向三星电子下达未来EPYC霄龙服务器处理器的IOD芯片订单，具体制程为4nm，不过双方尚未签署量产供应合同。(科创板日报)

AMD，创纪录

半导体行业观察

桥水四季度减持科技6巨头,建仓特斯拉

【桥水四季度减持科技6巨头建仓特斯拉】桥水基金更新的四季度13F持仓文件显示，其四季度末总持仓规模为218亿美元，较三季度增长41亿美元。减持方面，其四季度卖出125万股英伟达、75万股谷歌A，同时减持了Meta、微软、苹果和亚马逊，其中对苹果减仓幅度最大，达到40%或41万股；增持方面，桥水大笔买入标普500ETF-SPDR近740万股，增幅达到883%，同时还增持了AMD、PayPal、eBay、Robinhoodl和高通等。值得一提的是，桥水还以15万股建仓了特斯拉。

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09:20","pubTimestamp":1739755218,"startTime":"0","endTime":"0","summary":"2月15日，根据TECHPOWERUP的最新报导，AMD正在测试导入三星的4nm制程技术，以制造新款I/O芯片。而AMD可能选择的，预计会是三星的4LPP制程技术。显示，利用更先进的三星4LPP制程技术，AMD可以降低I/O芯片的功耗，以加入新的电源管理解决方案。不过，该项消息尚未获得AMD的证实，后续的状况还有带进一步观察。","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=nesSN20250217114733abd1b329&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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07:18","pubTimestamp":1739661517,"startTime":"0","endTime":"0","summary":"1、中国扩大采用国产DRAM，全球DRAM价格连跌五月2、AMD下一代Zen6架构产品计划引入三星4nm工艺3、谷歌与波兰签署AI合作备忘录，投资500万美元遭质疑规模过小4、传Meta进军人形机器人领域，旨在成为机器人开发首选平台1、中国扩大采用国产DRAM，全球DRAM价格连跌五月全球DRAM需求受到PC、智能手机等终端产品需求疲弱，以及中国买家扩大采用国产DRAM的影响，出现放缓，价格环比下跌6%。","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=nesSN20250216072133abd07ded&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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900W。","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/8gzjJoLIMx0","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":"fenghuang_stock","symbols":["AMD","LU1880398554.USD","GFS","LU1852331112.SGD","LU1242518931.SGD","BK4534","LU1951198990.SGD","LU2250418816.HKD","BK4585","IE00BMPRXN33.USD","LU1988902786.USD","LU0823434583.USD","LU2264538146.SGD","BK4605","LU1316542783.SGD","LU0109392836.USD","LU1242518857.USD","LU0390134368.USD","LU1923623000.USD","LU1064131342.USD","LU0823434740.USD","BK4141","LU0889565833.HKD","LU0056508442.USD","LU2360106780.USD","LU2458330169.SGD","BK4573","LU1303367103.USD","LU0198837287.USD","LU0823421416.USD","LU0642271901.SGD","LU0823421333.USD","BK4512","LU0082616367.USD","BK4529","BK4554","LU0719512351.SGD","LU0127658192.USD","LU2098885051.SGD","LU1803068979.SGD","IE0009356076.USD","BK4588","XT","LU0979878070.USD","IE0004445239.USD","LU2458330243.SGD","BK4575","LU1951200564.SGD","IE00B5949003.HKD","LU1989764664.SGD"],"gpt_icon":0},{"id":"2511111617","title":"【美股“七姐妹”｜英伟达收涨约2.6%，扎克伯格旗下Meta连涨20天】周五，“Magnificent 7”中，英伟达收涨2.57%，苹果涨1.27%，Meta涨1.11%，特斯拉则收跌0.03%，谷歌A跌0.49%，微软跌0.51%，亚马逊跌0.73%。此外，AMD收涨1.15%，台积电ADR涨1.03%，巴菲特旗下伯克希尔哈撒韦B类股跌0.19%，礼来制药跌3%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2511111617","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511111617?lang=zh_cn&edition=fundamental","pubTime":"2025-02-15 05:11","pubTimestamp":1739567515,"startTime":"0","endTime":"0","summary":"周五，“Magnificent 7”中，英伟达收涨2.57%，苹果涨1.27%，Meta涨1.11%，特斯拉则收跌0.03%，谷歌A跌0.49%，微软跌0.51%，亚马逊跌0.73%。此外，AMD收涨1.15%，台积电ADR涨1.03%，巴菲特旗下伯克希尔哈撒韦B类股跌0.19%，礼来制药跌3%。","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/2025/02/15051148179760.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":["LU1564329461.SGD","LU0096362180.USD","MACW.SI","NVD2.UK","NVD3.UK","USAW.SI","GFS","GOOGL","3NVD.UK","LU0683600562.USD","NVDS","LU2213496289.HKD","NVIW.SI","SNVD.UK","BRK.A","IE000W1ABFV2.USD","LU1732800096.USD","TSLL","03145","AMD","MSFT","LU1267930730.SGD","LU1236620750.USD","NVDX","TSLA","LLY","LU0648001328.SGD","AMZN","LU1366192091.USD","NVDA","LU1064131342.USD","BK4543","TSM","LU1988902786.USD","HK0000320264.USD","BRK.B","2NVD.UK","AAPL","NVDD","01477","NVDY","LU2125909247.SGD","TSYW.SI","NVD","IE00BK4W5L77.USD","IE00BN29S564.USD","NVDU","NVDS.UK","SG9999015358.SGD"],"gpt_icon":0},{"id":"2511769016","title":"安谋盘中异动 快速跳水5.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2511769016","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511769016?lang=zh_cn&edition=fundamental","pubTime":"2025-02-15 00:46","pubTimestamp":1739551575,"startTime":"0","endTime":"0","summary":"北京时间2025年02月15日00时46分，安谋股票出现异动，股价快速跳水5.11%。截至发稿，该股报156.41美元/股，成交量375.313万股，换手率0.36%，振幅2.87%。安谋股票所在的半导体行业中，整体跌幅为0.52%。安谋对其架构进行有偿授权，根据客户所需的灵活性提供不同类型的授权。目前，花旗维持对AMD和英特尔的“中性”评级，目标价分别为110美元和21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=nesSN20250215004616a2461ea5&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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00:00","pubTimestamp":1739548840,"startTime":"0","endTime":"0","summary":"2月15日，格芯公布财报，公告显示公司2024财年净利润为-2.65亿美元，同比减少125.98%；其中营业收入为67.50亿美元，同比减少8.69%，每股基本收益为-0.48美元。从资产负债表来看，格芯总负债59.75亿美元，其中短期债务7.53亿美元，资产负债比为2.82，流动比率为2.11。机构评级：截至2025年2月15日，当前有18家机构对格芯目标价做出预测，其中目标均价为48.33美元，其中最低目标价为38.00美元，最高目标价为65.00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=nesSN20250215000102abcf1ade&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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芯片，此前的传闻多为AMD将使用台积电N4P工艺，这也是AMD目前主流处理器芯片所采用的制程。但根据最新的爆料来看，AMD似乎正在考虑其他代工方案。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/spider20250214/360/w720h440/20250214/d1f6-6e96defebf1afaf2015316e6b40acc15.jpg/w120h90l50t1a19.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20250214/360/w720h440/20250214/d1f6-6e96defebf1afaf2015316e6b40acc15.jpg/w120h90l50t1a19.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-02-14/detail-inekmuhz4090825.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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09:11","pubTimestamp":1739495475,"startTime":"0","endTime":"0","summary":"如果您希望可以时常见面，欢迎标星收藏哦~来源：内容编译自Mercury Research。然而，AMD 经历了强劲的增长，以牺牲英特尔为代价大幅增加了收入和单位份额。在服务器 CPU 市场，AMD 延续了强劲势头，在 2024 年第四季度创下了创纪录的市场份额。在收入方面，AMD 的服务器收入份额飙升至 35.5%，同比增长 3.7 个百分点，环比增长 1.6 个百分点。","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=nesSN2025021409261896224a25&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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万股建仓了特斯拉（TSLA.O）。","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.odaily.news/newsflash/418741?source=share","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":"odaily_live","symbols":["NVD3.UK","ESmain","NVDL","QCOM","AAPL","GOOG","LU2430703251.USD","GFS","LU0215105999.USD","LU2357305700.SGD","USAW.SI","GOOGL","NVDA","NVDY","TSYW.SI","2NVD.UK","AMZN","NVDD","PYPL","IE00BZ1G4Q59.USD","159922","NVD2.UK","TSLL","LU1564329115.USD","3NVD.UK","LU0080751232.USD","BK4605","LU0353189763.USD","MACW.SI","LU0345774631.USD","LU1861220033.SGD","NVDX","TSLA","LU1548497426.USD","NVIW.SI","MSFT","AMD","USJW.SI","NVD","LU1582986359.USD","IE00BHPRN162.USD","LU1267930730.SGD","NVDS","SNVD.UK","NVDS.UK","NVDU","HOOD","LU2491050071.SGD","EBAY","LU1043141123.HKD"],"gpt_icon":0},{"id":"2511509419","title":"【桥水四季度减持科技6巨头 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