美股详情

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安森美半导体

45.40

+1.523.46%

盘后：45.400.00000.00%19:56 EST

成交量：1,034.18万

成交额：4.65亿

市值：191.33亿

市盈率：12.51

高：46.04

开：43.87

低：43.58

收：43.88

数据加载中...

总览公司新闻公告

KBW给予矿企Bitdeer、CleanSpark和CoreScientific“跑赢大盘”评级

DeepSeek掀起算力新范式! “英伟达信仰”现裂痕，属于AI ASIC的时代悄然而至?

数字资产税务公司Aerial Partners与Lukka达成合作以拓展服务范围

深圳市迪浦电子申请超薄及大面积的大功率MOSFET芯片专利，减轻晶圆微翘曲效应及降低应力

瑶芯微申请屏蔽栅沟槽型MOSFET器件及其制备方法专利，减少晶圆翘曲的风险

数据中心：Meta和微软的自研ASIC产业链2025年变化相对较小

【SK ON正就向美国日产工厂供应电池进行谈判】SK ON正就向美国日产工厂供应电池进行谈判。

截至1月17日美棉On-Call周报

【半导体概念股涨跌各异，Arm跌超7.4%，美光跌超4%，英伟达大致收平】周四，Arm控股收盘回调7.43%，美光科技跌4.02%，阿斯麦ADR、应用材料、万机仪器MKSI、拉姆研究、莱迪斯半导体、泰瑞达TER至少跌2.2%，ASM国际ADR、格芯、超微电脑、英特尔、Wolfspeed至少跌超1.1%。英伟达、英伟达两倍做多ETF则收涨约0.1%，科技行业ETF涨幅不到0.2%，安森美半导体涨超0.4%，台积电ADR涨超0.6%，安费诺APH涨0.9%，意法半导体ADR涨超1.3%，德州仪器涨超1.8%，高通涨超2.4%，Qorvo涨4%，Silvaco涨15.41%。

GPU芯片，巨变前夜

Ofweek维科网

海纳国际集团：维持ON Semiconductor(ON.US)评级，由Positive调整至Positive评级, 目标价由80.00美元调整至70.00美元。

再赴港上市，峰岹科技股价攀升冲击200亿市值

【奥比中光：MX系列芯片完成5次迭代升级】金融界1月22日消息，奥比中光披露投资者关系活动记录表显示公司自研的MX系列结构光深度引擎芯片已完成5次迭代升级，是系统级SoC芯片，支持“结构光+主动双目/被动双目”，并搭载于Gemini 330系列双目3D相机中，可适应强光、暗光等复杂环境，目前已广泛应用于机器人领域。

罗姆更换总裁，或将裁员重组

半导体行业观察

特朗普2.0时代即将开启，投资机会如何掘金？

安森美：完成对Qorvo碳化硅JFET技术的收购

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Gangtise投研\n　　分析师表示，Meta和微软的自研ASIC产业链2025年变化相对较小。Meta的算力芯片出货时间在2025H2，预期出货量为20~30万张，难以达到谷歌或亚马逊的量级，且Meta做云主要是自用，与其他几家不同。微软的自研芯片出货可能要到2026年，海外机构对其初步预期出货量为150~160万颗，投资微软链上的供应链供应商可能在2025H2挖掘更合适。\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：王其霖","market":"fut","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/hkstock/2025-01-24/doc-inefzsek2930621.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":["IE00BD6J9T35.USD","LU0097036916.USD","LU1623119135.USD","LU0094547139.USD","LU1814569148.SGD","LU1839511570.USD","LU2237443382.USD","LU0128525929.USD","LU2764263203.CNY","LU0960925559.SGD","LU1674673691.USD","LU1506573853.SGD","LU2505996681.GBP","LU0879622024.SGD","LU0347712357.USD","LU0203201768.USD","LU0061475181.USD","LU1629891620.HKD","IE00BBT3K403.USD","LU2125154778.USD","LU0949170772.SGD","LU2413666699.HKD","SG9999002232.USD","LU0784385840.USD","LU2191332357.HKD","LU0823421416.USD","LU2505996509.AUD","ON","LU0124384867.USD","LU0985320562.USD","LU2764263039.SGD","IE00BSNM7G36.USD","LU2279689827.SGD","MSFT","LU1267930730.SGD","LU0757359954.USD","LU0511384066.AUD","LU0823434583.USD","LU0661504455.SGD","LU1323610961.USD","LU1978683503.SGD","LU2106854487.HKD","LU2092937148.SGD","LU0557290698.USD","LU2413666426.HKD","LU0011850046.USD","LU2213496289.HKD","LU0823417653.USD","LU1732800096.USD","IE0009356076.USD"],"gpt_icon":0},{"id":"2505768530","title":"【SK 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ON正就向美国日产工厂供应电池进行谈判。","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/2025/01/24082047771551.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":["IE00BD6J9T35.USD","LU1720051108.HKD","BK4585","LU1854104046.USD","BK4141","LU1861215975.USD","LU2298322129.HKD","159796","ON","IE00BZ199S13.USD","LU0348723411.USD","LU2360107325.USD","LU1861220033.SGD","LU0124384867.USD","LU2357305700.SGD","LU0724618433.USD","LU1720051017.SGD","LU1548497426.USD","LU1854103824.USD","LU1861219969.SGD","BK4512","LU1978683503.SGD","LU1861214812.USD","BK4588"],"gpt_icon":0},{"id":"2505270740","title":"截至1月17日美棉On-Call周报","url":"https://stock-news.laohu8.com/highlight/detail?id=2505270740","media":"金十财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505270740?lang=zh_cn&edition=fundamental","pubTime":"2025-01-24 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Semiconductor(ON.US)评级，由Positive调整至Positive评级, 目标价由80.00美元调整至70.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2505477114","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505477114?lang=zh_cn&edition=fundamental","pubTime":"2025-01-23 02:03","pubTimestamp":1737569001,"startTime":"0","endTime":"0","summary":"海纳国际集团：维持ON Semiconductor(ON.US)评级，由Positive调整至Positive评级, 目标价由80.00美元调整至70.00美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/23020347724421.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":["ON"],"gpt_icon":0},{"id":"2505729744","title":"再赴港上市，峰岹科技股价攀升冲击200亿市值","url":"https://stock-news.laohu8.com/highlight/detail?id=2505729744","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505729744?lang=zh_cn&edition=fundamental","pubTime":"2025-01-22 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