美股詳情

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ProShares UltraShort Nasdaq Biotechnology

21.81

+2.1610.99%

盤後：21.75-0.0600-0.28%16:44 EDT

成交量：3.05萬

成交額：64.67萬

市值：416.78萬

市盈率：- -

高：21.81

開：20.52

低：20.35

收：19.65

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【山證通信】行業周跟蹤：英偉達銅光共進趨勢明朗，BIS新政或不影響國內算力建設

山西证券研究所

通信周跟蹤：英偉達銅光共進趨勢明朗 BIS新政或不影響國內算力建設

山西证券股份有...

【中信建投：看好AI應用落地關注國產算力產業鏈】中信建投研報指出，近日，美國BIS正式發佈了一項全球AI管控新規，涉及GPU等硬件以及將AI模型權重納入監管範圍。雖然尚不清楚接下來的特朗普政府對於這一禁令會如何處理，但美國在科技領域對於中國的封鎖持續已久，國產芯片在設計、製造等關鍵領域也在持續突破。在美國製裁持續升級的背景下，國產算力自立自強大勢所趨，建議關注GPU、交換芯片、光芯片等關鍵環節。

歐盟財政部長將討論代幣化、批發DLT結算等議題

電子行業週報：美國BIS更新出口管制政策台積電預期AI營收將維持高增長

平安证券股份有...

英偉達回應美國晶圓代工限制新規：不會影響公司在華業務或產品銷售

【中信證券：美國對華先進存儲限制再加碼，倒逼高端存儲產業鏈國產加速】中信證券研報表示，1月15日晚間，BIS修訂了《出口管理條例》，修改DRAM先進存儲定義，工藝節點仍為18nm，存儲單元面積及存儲密度由24年12月的1ynm變為1xnm，同時增加TSV通孔數限制，對HBM和先進DRAM的限制再加碼，倒逼產業鏈國產化加速。本次限制針對製造廠商及供應鏈，設計廠商業務正常開展，我們看好高端定製存儲業務，持續推薦。同時我們認為，後續在本土高端封測廠商和設備廠商的配合下，國內DRAM原廠有望突破HBM，佈局相關環節的廠商有望核心受益，看好高端存儲產業鏈國產替代。

中信證券：美國對華先進存儲限制再加碼，倒逼高端存儲產業鏈國產加速

美AI芯片“配額制”引各方不滿中國多措並舉欲破局

中国经营报

GPU芯片，鉅變前夜

Ofweek维科网

折騰不止，美國“芯”願難成

2萬字詳解美國對華晶圓代工限制新規（附完整規則）

EUV光刻，生命力還有多久？

智譜回應擬被美商務部列入實體清單：強烈反對，這一決定缺乏事實依據

智譜回應擬被美商務部列入實體清單：強烈反對，這一決定缺乏事實依據

商法信息快報（2025.01.06）

PVC供需弱勢估值驅動亦偏空

華聯期貨：PVC供需弱勢估值驅動亦偏空

機構觀點：供需弱現實，PVC連續走弱

PVC粉：印度BIS認證執行時間確定延期，生產企業出口接單好轉

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台積電預期AI營收將維持高增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2504461949","media":"平安证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504461949?lang=zh_tw&edition=fundamental","pubTime":"2025-01-19 00:00","pubTimestamp":1737216000,"startTime":"0","endTime":"0","summary":"行业要闻及简评： 1）2024Q4，台积电实现营收268.8亿美元，同比增长37%；2）1月15日，美国商务部工业和安全局更新先进计算半导体的出口管制；3）根据Canalys的数据，2024Q4，全球智能手机市场增长3%，达到3.3亿台，实现了连续五个季度的正增长，苹果以23%的市场份额夺得第一。vivo以17%份额领跑全年市场，出货量达4930万台。2）政策支持力度不及预期。","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=nesSN2025011921135896093742&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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中國多措並舉欲破局","url":"https://stock-news.laohu8.com/highlight/detail?id=2504116220","media":"中国经营报","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504116220?lang=zh_tw&edition=fundamental","pubTime":"2025-01-18 04:06","pubTimestamp":1737144360,"startTime":"0","endTime":"0","summary":"而中国商务部发言人表示，拜登政府滥用出口管制措施，严重阻碍各国正常经贸往来，严重破坏市场规则和国际经贸秩序，严重影响全球科技创新，严重损害包括美国企业在内的全球各国企业利益。两个国产AI芯片公司相关人士都对记者表示，正在进行评估新限令，暂时不予置评。“目前来看，美国主要通过AI芯片的制造、封测以及关键芯片的禁运禁售来打压中国的人工智能产","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/jjxw/2025-01-18/doc-inefinsq2903621.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["NVD3.UK","LU1244550494.USD","NVDA","LU2264538146.SGD","LU1852331112.SGD","LU2506951792.HKD","IE0004091025.USD","LU0106261372.USD","LU0861579265.USD","LU1037948897.HKD","IE00BHPRN162.USD","LU0079474960.USD","IE00BZ199S13.USD","LU2211815571.USD","IE0009356076.USD","IE00BKPKM429.USD","NVD2.UK","LU1084165304.USD","LU0787776722.HKD","IE0034235303.USD","2NVD.UK","HK0000320264.USD","IE00B775H168.HKD","LU0107464264.USD","LU1923622614.USD","NVDX","LU1868837300.USD","BIS","NVIW.SI","SG9999002224.SGD","LU1551013425.SGD","SNVD.UK","3NVD.UK","NVDS","NVDY","LU2023250504.SGD","NVD","BK4141","LU0786609619.USD","LU0820561909.HKD","NVDD","IE00BJJMRY28.SGD","LU1720051108.HKD","LU1868836591.USD","LU0267386448.USD","LU0672654240.SGD","NVDU","HK0000306685.HKD","NVDS.UK"],"gpt_icon":1},{"id":"2504277137","title":"GPU芯片，鉅變前夜","url":"https://stock-news.laohu8.com/highlight/detail?id=2504277137","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504277137?lang=zh_tw&edition=fundamental","pubTime":"2025-01-17 18:20","pubTimestamp":1737109205,"startTime":"0","endTime":"0","summary":"1月13日晚，拜登政府正式宣布加码对AI芯片及相关关键技术的出口管制，限制中国等竞争对手获取先进GPU的能力。众所周知，美国已多轮出击，对中国大陆获取 GPU 芯片实施管制。受此影响，GPU 市场呈现两大变化。虽然国产GPU芯片在技术上取得了显著进步，但与国际巨头如英伟达相比，仍存在性能差距。通过加大研发投入，引入更先进的制造工艺和设计理念，国产GPU芯片有望在未来实现技术突破。目前，英伟达所产出的GPU主要被各大科技巨头所垄断。","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=nesSN202501171820519607426e&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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12:14","pubTimestamp":1737000894,"startTime":"0","endTime":"0","summary":"合规日期仅适用于本规则修订的EAR文本，不影响此前已经生效的内容。2022年10月7日IFR和后续相关规则中的控制措施旨在防止中国和其他地方的恶意国家和非国家行为者获得可用于威胁美国国家安全和外交政策目标的关键技术。2022年10月7日，美国工业与安全局首次颁布一系列规则，限制中华人民共和国及其他关注国家获取某些先进计算集成电路及相关项目。","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://tech.ifeng.com/c/8gBhEuAWKal","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":"fenghuang_stock","symbols":["LU0348723411.USD","LU1670711123.USD","IE00BN0W2V16.EUR","AMD","FDP","LU2250418816.HKD","A","CCL","LU1064131342.USD","LU0889565833.HKD","ACM","BK4006","IE0009356076.USD","HPE","IE00BD6J9T35.USD","LU2237443622.USD","BK4529","TGL","BK4121","ADI","LU1951200564.SGD","BK4567","RS","AIA","LU0109392836.USD","LU1880398471.USD","LU1242518857.USD","B","LU1244550494.USD","BIS","ERC","BK4515","LU0823421333.USD","IBM","BK4585","BK4588","LU1074936037.SGD","LU1674673691.USD","BK4602","VEU","BK4547","DRAM","BK4141","LU2041044095.USD","LU0082616367.USD","LU1951198990.SGD","LU1670710588.SGD","HBM","EAR","UMC"],"gpt_icon":0},{"id":"2503936327","title":"EUV光刻，生命力還有多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=2503936327","media":"畅谈科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503936327?lang=zh_tw&edition=fundamental","pubTime":"2025-01-16 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