ENG/中
老虎證券
市场
行情
24/7新闻
产品
Cash Boost账户
期权
A股通
港股
固定票息票据
美股
ETF
基金超市
美国国债
新加坡股
期货
Tiger BOSS Debit Card
老虎钱袋子
功能
经纪人
定投
CPF/SRS 投资
专栏
美股碎股
TigerAI
费用
综合账户
股票与ETF
期权、窝轮与牛熊证
期货
债券
基金超市
Cash Boost
股票与ETF
融资利率
活动
帮助
账户操作
如何开户
开户文件
账户类型
资金与转仓
入金
DDA快捷入金
出金
转入股票
转出股票
货币兑换
产品与交易
可交易产品
订单类型
交易规则
申报
融资融券
保证金与杠杆
风险管理
做空风险
基金超市
基金开户与交易
Cash Boost账户
Cash Boost 账户FAQ
如何开通 Cash Boost 账户
如何用Cash Boost 账户交易
如何绑定CDP证券账户
Tiger Boss Debit Card
常见问题
费用说明
如何充值
如何使用我的Debit card
账单报表
账单报表
股息(分红)
机构
Tiger Fund Management
机构服务
财富及资产管理人
自营交易机构
介绍经纪商
三方服务商
老虎API平台
登入
立即註冊
Toggle
港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
港股-半導體
2,914.591
+20.474
0.71%
手動刷新
漲家數:
6
跌家數:
2
平家數:
6
市盈率:
- -
高:
2,960.946
開:
2,905.190
低:
2,904.523
收:
2,894.117
成交量:
7,391.25萬
成交額:
55.61億
市值:
8,310.68億
流通市值:
6,223.30億
資料載入中...
總覽
新聞資訊
A股公告精選 | 中芯國際(688981.SH)擬購中芯北方49%股權 *ST岩石可能被終止上市
智通财经网
·
57分鐘前
中芯國際:發行股份購買資產暨關聯交易的申報文件獲上交所受理
财闻
·
2小時前
五年十倍研發,換來半導體量檢測設備國產第一!
市值风云
·
2小時前
中芯長電孵化!江陰將迎一個半導體IPO
猎云网
·
4小時前
每日沽空追蹤 | 華虹半導體 02月25日沽空量成交153.3萬股,沽空比例為7.97%
市场透视
·
4小時前
每日沽空追蹤 | 中芯國際 02月25日沽空量成交149.4萬股,沽空比例為3.42%
市场透视
·
4小時前
華虹半導體(01347)出現大手買入8.3萬股,成交價$104.0,涉資863.2萬
阿斯达克财经
·
9小時前
中芯國際(00981)出現大手買入15.95萬股,成交價$70.4,涉資1.123千萬
阿斯达克财经
·
9小時前
【券商聚焦】中信建投:國內外大模型密集迭代 持續推薦AI板塊
金吾财讯
·
12小時前
中芯國際、華虹半導體等多家華為系芯片製造商加速擴產,擬啓動國內最先進製程芯片量產
美股速递
·
15小時前
日經報道:中國計劃到2030年新增50萬片晶圓產能
美股速递
·
15小時前
中國計劃在未來1-2年內將相對先進芯片產量提升至10萬片晶圓
美股速递
·
15小時前
中芯國際:證券研究報告:電子|公司點評報告
中邮证券
·
20小時前
「AI 顛覆一切」 席捲股票市場 何處是安全避風港?高盛給出關鍵詞:HALO
智通财经
·
昨天
季度業績前瞻 | 中芯國際:預測全年營業收入751.11~812.80億元
朝阳永续
·
昨天
中芯國際這次真夠搶風頭的
Ofweek维科网
·
昨天
美國擬2027年起禁採中芯國際等中國實體半導體
全球技术地图
·
昨天
芯智控股02月24日主力淨流入86.7萬元 散户資金拋售
市场透视
·
昨天
中芯國際出貨增長印證AI應用高景氣,智能芯片股輪番上漲
证券市场周刊
·
昨天
中芯國際25Q4營收超預期,保持高強度資本開支
申万宏源
·
昨天
更多
{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股,新股,港股,A股等全球金融理财产品。新加坡华人最信赖的在线投资平台,现在加入即享低费用,24/5 无时差炒美股投资理财!","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股,新股,港股,A股等全球金融理财产品。新加坡华人最信赖的在线投资平台,现在加入即享低费用,24/5 无时差炒美股投资理财!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/stock/BK1614/news"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"BK1614","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"BK1614\",,,,,undefined,":{"symbol":"BK1614","market":"HK","secType":"PLATE","nameCN":"港股-半導體","latestPrice":2914.591,"timestamp":1772006913275,"preClose":2894.1167,"halted":0,"volume":73912497,"delay":0,"changeRate":0.007074,"floatShares":0,"shares":0,"eps":0,"marketStatus":"已收盤","change":20.474365,"latestTime":"02-25 16:00:00","open":2905.19,"high":2960.9463,"low":2904.5232,"amount":5561043260,"amplitude":0.019496,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":0,"tradingStatus":0,"nextMarketStatus":{"tag":"開盤","tradingStatus":2,"beginTime":1772069400000},"marketStatusCode":0,"adr":0,"adjPreClose":0,"openAndCloseTimeList":[[1771983000000,1771992000000],[1771995600000,1772006400000]],"pbRate":3.994545,"peRate":172.534941,"turnoverRate":0.004549,"increases":6,"decrements":3,"flats":3,"marketCap":831068397624,"floatMarketCap":622330115032},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"BK1614\",,,,,undefined,":{"symbol":"BK1614","high":2960.9463,"amplitude":0.019496,"preClose":2894.1167,"low":2904.5232,"pbRate":"3.994545","latestPrice":2914.591,"volume":73912497,"delay":0,"open":2905.19,"prevYearClose":2714.0833,"prevWeekClose":2789.235,"prevMonthClose":3146.287,"prevQuarterClose":2714.083,"fiveDayClose":2896.967,"twentyDayClose":3177.968,"sixtyDayClose":2576.306,"secType":"PLATE","market":"HK","turnoverRate":0.004549,"peRate":172.534941,"marketCap":831068397624,"floatMarketCap":622330115032,"timestamp":1772006913275,"nameCN":"港股-半導體"},"@#url:\"https://hq.skytigris.cn/api/global/plate/up_down\",method:\"POST\",data:#delay:false,bkCodes:@\"BK1614\",,,,undefined,":{"bkCode":"BK1614","up":6,"down":2,"flat":6},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"BK1614\",pageSize:20,pageCount:1,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2614815430","title":"A股公告精選 | 中芯國際(688981.SH)擬購中芯北方49%股權 *ST岩石可能被終止上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2614815430","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614815430?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 19:57","pubTimestamp":1772020630,"startTime":"0","endTime":"0","summary":"中芯国际2月25日公告,公司拟向国家集成电路产业投资基金等发行股份购买中芯北方49%的股权。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260225/20260225195817_46866.png?x-oss-process=image/format,jpg/quality,q_60&image_source=0","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260225/20260225195817_46866.png?x-oss-process=image/format,jpg/quality,q_60&image_source=0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1407270.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["SGXZ81163826.USD","600696","BK1610","BK0071","BK0214","BK0115","BK0177","BK0095","BK1526","LU1064130708.USD","SGXZ49509284.SGD","BK0021","BK0174","BK0215","BK1163","BK1607","BK0086","00981","159982","LU2148510915.USD","399300","BK1614","688981","LU1064131003.USD"],"gpt_icon":1},{"id":"2614700710","title":"中芯國際:發行股份購買資產暨關聯交易的申報文件獲上交所受理","url":"https://stock-news.laohu8.com/highlight/detail?id=2614700710","media":"财闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614700710?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 18:17","pubTimestamp":1772014674,"startTime":"0","endTime":"0","summary":"2月25日,中芯国际(688981.SH)公告称,公司拟向国家集成电路产业投资基金股份有限公司、北京集成电路制造和装备股权投资中心(有限合伙)、北京亦庄国际投资发展有限公司、中关村发展集团股份有限公司及北京工业发展投资管理有限公司发行股份购买其所合计持有的中芯北方集成电路制造(北京)有限公司 49%的股权。2026年2月25日,公司收到上交所出具的《关于受理中芯国际集成电路制造有限公司发行股份购买资产申请的通知》,上交所决定予以受理并依法进行审核。本次交易尚需上交所审核通过及中国证监会同意注册等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225181809a4c6da81&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225181809a4c6da81&s=b","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":"tencent","symbols":["00981","BK1526","BK1163","BK1614","BK1610","BK1607","688981"],"gpt_icon":0},{"id":"2614088019","title":"五年十倍研發,換來半導體量檢測設備國產第一!","url":"https://stock-news.laohu8.com/highlight/detail?id=2614088019","media":"市值风云","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614088019?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 18:13","pubTimestamp":1772014434,"startTime":"0","endTime":"0","summary":"根据SEMI报告,2024年我国大陆地区半导体设备销售额达到495.5亿美元,同比增长35.2%,自2020年以来连续五年成为全球第一大半导体设备市场。每一条新增产线,都对应数十台量检测设备的需求。据VLSI统计,2024年中国大陆量检测设备市场规模达55.9亿美元,相较2020年复合增长超30%。半导体量检测设备在整个半导体设备市场中的占比也来到15.67%,成为继光刻、刻蚀、薄膜沉积之后的第四大赛道。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225181955a4c6dc03&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225181955a4c6dc03&s=b","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":"tencent","symbols":["BK1614","BK1607","BK1163","688361","BK1610","00981","BK1526"],"gpt_icon":0},{"id":"2614704388","title":"中芯長電孵化!江陰將迎一個半導體IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2614704388","media":"猎云网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614704388?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 16:44","pubTimestamp":1772009079,"startTime":"0","endTime":"0","summary":"未来,伴随盛合晶微正式上市,该地也将再迎一个半导体IPO。中芯长电联合孵化,招银中金都来了事实上,盛合晶微曾用名为——中芯长电半导体(江阴)有限公司。最终,中芯国际于2021年4月以3.97亿美元总对价完成中芯长电业务剥离。当月,中芯长电正式更名为盛合晶微。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225164510a4c680b2&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225164510a4c680b2&s=b","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":"tencent","symbols":["BK1163","BK1607","00981","BK1610","BK1526","BK1614"],"gpt_icon":1},{"id":"2614701564","title":"每日沽空追蹤 | 華虹半導體 02月25日沽空量成交153.3萬股,沽空比例為7.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614701564","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614701564?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 16:30","pubTimestamp":1772008223,"startTime":"0","endTime":"0","summary":"华虹半导体北京时间02月25日,涨1.38%,卖空量成交153.3万股,较上一交易日减少52.67%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225163245a4c67399&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225163245a4c67399&s=b","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":"tencent","symbols":["BK1589","LU0052750758.USD","01347","SG9999006597.SGD","BK1607","LU0320764599.SGD","BK1614","LU0708995583.HKD","688347","BK1163","IE0034224299.USD"],"gpt_icon":0},{"id":"2614043077","title":"每日沽空追蹤 | 中芯國際 02月25日沽空量成交149.4萬股,沽空比例為3.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614043077","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614043077?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 16:30","pubTimestamp":1772008219,"startTime":"0","endTime":"0","summary":"中芯国际北京时间02月25日,涨0.65%,卖空量成交149.4万股,较上一交易日减少52.46%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225163205a71d5828&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225163205a71d5828&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688981","BK1607","BK1163","BK1610","BK1526","BK1614","00981"],"gpt_icon":0},{"id":"2614776893","title":"華虹半導體(01347)出現大手買入8.3萬股,成交價$104.0,涉資863.2萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2614776893","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614776893?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 11:00","pubTimestamp":1771988400,"startTime":"0","endTime":"0","summary":"[大手成交]华虹半导体(01347)在上午11:00出现大手买入,成交量为8.3万,成交价为港币$104.0,涉资863.2万。至目前为止,股价升2.564%,今日最高价为$104.1,而最低价为$101.2,总成交量为718.498万股,总成交金额港币$7.39亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602254902/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602254902/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0320764599.SGD","BK1163","688347","BK1607","SG9999006597.SGD","BK1589","BK1614","LU0052750758.USD","01347","IE0034224299.USD","LU0708995583.HKD"],"gpt_icon":0},{"id":"2614757047","title":"中芯國際(00981)出現大手買入15.95萬股,成交價$70.4,涉資1.123千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2614757047","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614757047?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 10:55","pubTimestamp":1771988100,"startTime":"0","endTime":"0","summary":"[大手成交]中芯国际(00981)在上午10:55出现大手买入,成交量为15.95万,成交价为港币$70.4,涉资1.123千万。至目前为止,股价升1.297%,今日最高价为$71.0,而最低价为$69.85,总成交量为1.645千万股,总成交金额港币$11.566亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602254795/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602254795/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1526","LU1064131003.USD","688981","SGXZ81163826.USD","BK1163","LU2148510915.USD","00981","BK1610","SGXZ49509284.SGD","LU1064130708.USD","BK1614","BK0214","BK1607"],"gpt_icon":0},{"id":"2614727580","title":"【券商聚焦】中信建投:國內外大模型密集迭代 持續推薦AI板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=2614727580","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614727580?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 08:46","pubTimestamp":1771980397,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投表示,AI发展日新月异,大模型持续迭代升级,算力需求非常强劲。如智谱新模型编程能力大幅提升,引发算力需求激增,Seedance视频能力表现非常亮眼,引发业界大佬关注。该机构认为大模型的商业变现路径畅通,正在从“低价/免费圈地”阶段走向“为高质量付费”阶段,且带动的算力需求非常旺盛。假期期间,美股AI算力光通信个股总体表现亮眼,如Lumentum、康宁、Coherent均创历史新高(盘中或收盘),智谱与MINIMAX-WP也大涨。黄仁勋表示将在3月举办的GTC大会发布“世界前所未见”的芯片。继续看好AI产业链,包括大模型、AI算力链等。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975424","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":["HK0000306685.HKD","LU0140636845.USD","LU0516422952.EUR","LU1880398554.USD","SGXZ62798434.SGD","LU0320764755.SGD","LU2097828714.EUR","LU0823039010.USD","BK1095","BK1591","LU0828237940.HKD","89988","LU0823426480.USD","LU0456846285.SGD","SG9999001051.SGD","IE0003851619.USD","BK1586","SGXZ86797644.SGD","IE00B0169L03.USD","IE00BZ08YT58.USD","LU0823038988.USD","LU1642822792.SGD","LU0531971595.HKD","HBBD.SI","LU0251144936.SGD","LU1720051017.SGD","LU2125910849.SGD","LU1328615791.USD","LU0737861772.HKD","LU0648948544.HKD","IE00B97KM107.HKD","LU0106959298.USD","LU0672654166.SGD","LU0516423091.SGD","LU0605514214.HKD","LU1956131251.USD","BK1610","LU0431992006.USD","BK1615","LU0502904849.HKD","IE00B29SXG58.USD","LU1226287792.SGD","IE00B3M56506.USD","LU1439103000.SGD","LU0516422440.USD","LU1048588211.SGD","IE0031814852.USD","LU0865486749.SGD","LU1224709979.USD","LU0499858438.USD","LU0106252389.USD","LU2051468812.USD","LU0588545904.SGD","LU3063872942.SGD","LU0762541174.USD","LU0531970944.HKD","LU0469268626.HKD","IE00B5MMRT66.SGD","IE00B0169N27.USD","BK1163","LU0348766576.USD","LU0633140727.USD","LU0169518387.USD","BK1575","LU1211504680.USD","LU0348783233.USD","LU0972618739.USD","LU2045819591.USD","LU1810669033.SGD","SG9999002828.SGD","IE00B031J352.USD","LU2097828474.EUR","LU1226288170.HKD","SG9999001226.SGD","LU0501845795.SGD","LU0359201612.USD","IE0008369823.USD","LU0577902298.EUR","IE0008368742.USD","LU0231483743.USD","LU1785774172.SGD","LU1366334578.USD","LU1769817179.HKD","LU1808992512.USD","SG9999000459.SGD","LU0633140560.USD","LU0244354667.USD","LU1201861165.SGD","LU2125910500.SGD","LU0106259558.USD","LU0072462343.USD","LU0577902538.SGD","LU0254981946.USD","LU1807302812.USD","LU0348827113.USD","LU2399975544.HKD","BK1521","BK1249","ALBmain","LU0543330566.HKD","LU2097828631.EUR","LU0315179316.USD","LU0608807433.USD","HK0000320223.HKD","IE0032834883.USD","LU1224444064.USD","LU1831875114.USD","LU0594300179.USD","LU0762540952.USD","LU2152927971.USD","LU0293314216.USD","LU0572940350.SGD","LU1051768304.USD","LU0577902454.USD","LU1044875133.USD","BK1502","LU0307460666.USD","LU2242644610.SGD","LU1868838027.USD","LU0417516738.SGD","IE0032431581.USD","LU0130518102.USD","LU0384037296.USD","SG9999001846.SGD","LU0211977185.USD","LU0329678170.USD","LU0314109678.HKD","LU0630378429.USD","LU0640798160.USD","LU1993786604.SGD","LU0320764599.SGD","LU1880383366.USD","LU1880383440.USD","LU0979878070.USD","LU1226287875.USD","LU0117841782.USD","LU0417516902.SGD","LU0029875118.USD","LU0210526637.USD","BK1609","LU0072913022.USD","LU0348805143.USD","LU0210527791.USD","LU0049853897.USD","LU0048580855.USD","LU0543330483.HKD","LU0541502299.USD","LU0708995153.HKD","LU1770036033.HKD","BK1607","LU1316542783.SGD","IE00B067MR52.USD","LU0128522157.USD","LU0164880469.USD","LU0052750758.USD","LU1720050803.USD","SG9999004220.SGD","LU0164865239.USD","LU1282651048.USD","SG9999001903.USD","BK1584","SGXZ90724238.SGD","LU0130103400.USD","LU0608807946.USD","IE0003795394.USD","LU0417516571.SGD","IE00B031HY20.USD","SG9999006514.SGD","LU0791591158.USD","LU0819123356.HKD","LU1282649141.HKD","LU0675040207.SGD","601066","LU0192582467.USD","LU0823041008.USD","SG9999002562.SGD","LU0791590937.USD","LU2279701549.SGD","LU1568876335.HKD","IE0009570106.USD","LU2293587155.HKD","LU2449936058.SGD","LU0315178854.USD","LU0823397103.USD","LU0898667661.SGD","LU0043850808.USD","BK1590","LU1323998911.USD","BK1517","LU1981816686.USD","LU0235996351.USD","BK1531","LU0011963245.USD","LU0516423174.USD","IE00B543WZ88.USD","LU1115378108.SGD","LU0228367735.SGD","LU0561508036.HKD","LU0264606111.USD","LU0441854154.USD","BK1109","LU0762542818.HKD","LU0700851271.USD","SG9999006597.SGD","LU0463099449.HKD","LU2087589342.USD","LU1282649067.USD","LU1548497426.USD","LU0572939691.SGD","LU0642271901.SGD","SG9999003461.SGD","LU0823413587.USD","LU2039709279.SGD","LU1655091459.SGD","LU0588546209.SGD","LU0708995583.HKD","LU1251922891.USD","LU0348788117.USD","IE00BZ08YR35.GBP","LU0856984785.SGD","LU0164872284.USD","89888","LU1226287529.USD","LU0594300419.USD","IE0034224299.USD","06066","LU1481107354.HKD","LU2097828557.USD","LU0259732245.USD","BK1501","LU0029874905.USD","LU0488056044.USD","LU0890818403.SGD","IE00BPRC5H50.USD","LU1366334651.USD","LU0577902371.SGD","81024","LU0540923850.HKD","LU1023057109.AUD","LU0326950275.SGD","LU1044876610.USD","LU1044874839.SGD","LU1769817096.USD","IE00B0JY6N72.USD","BK1614","LU1328277881.USD","BK1142","LU0163747925.USD","LU0348784397.USD","LU0345775950.USD","LU0320764243.SGD","LU0359202008.SGD","LU1675838814.USD","LU0051755006.USD","LU0648000940.SGD","LU0054237671.USD","LU0149721374.USD","HK0000306701.USD","LU1504937902.USD","LU1303224171.USD","LU0329678337.USD","LU0128522744.USD","LU0593848301.USD","BK1587","LU0577902611.USD","LU0061477393.USD","LU0261947096.USD","LU0862451837.USD","BK1613","BK1588","LU0396098781.USD","LU0588545490.SGD","LU1282651121.HKD","LU0359201885.HKD","LU0823397285.USD","LU0823413660.USD","LU0607220059.USD","IE00BZ08YS42.EUR","BK0276","LU0173614495.USD","LU0819121731.USD","LU1961090484.USD","LU0132412106.USD","BK1104","LU0084288322.USD","LU0327786744.USD","LU0456827905.SGD","LU0572944931.SGD","LU0541501648.USD","LU0784639295.USD","LU0868486357.SGD","LU1880398471.USD","LU0886674414.USD","LU0588545730.USD","LU2778985437.USD","LU0516422366.SGD","SG9999001093.SGD","IE00BMPRXR70.SGD","LU0348825331.USD","LU0143863784.USD","LU1719994722.HKD","LU0348783662.USD","LU2097828805.USD","80020","LU0449515922.USD","LU0499858602.USD","SG9999014674.SGD","LU0165289439.USD","LU1188198961.HKD","SG9999002463.SGD","LU0630378692.HKD","LU0370786039.SGD","LU0197773673.USD","HK0000320264.USD","LU0214875030.USD","LU0828237510.HKD","LU1242518857.USD","SG9999000327.SGD","LU1282649810.SGD","LU0196878994.USD","LU0096374516.USD","LU0127658192.USD","LU1734074674.USD","LU1226288097.SGD","LU2357305700.SGD","IE00BMPRXN33.USD","LU1242518931.SGD","LU1515016050.SGD","LU2476274308.USD","LU0228659784.USD","KSTmain","LU0589944569.HKD","LU0683595622.HKD","LU0477156797.USD","BK1618","LU0455707207.USD","LU1960683339.HKD","LU0348767384.USD","LU0345776255.USD","LU0737861699.HKD","LU0188438112.USD","LU0143863198.USD","LU0117844026.USD","LU1196710864.SGD","IE0008368304.USD","LU1568876251.USD","LU1048596156.SGD","LU2097829019.USD","BK1526","LU1720051108.HKD","LU0197773160.USD","LU0651946864.USD","LU1048484197.HKD","LU0449509016.USD","LU0823040885.USD","LU0873338254.USD","LU0328353924.USD","LU0149534421.HKD","LU0229945570.USD","LU0611395673.USD","LU1226288253.USD","LU1868837565.USD","LU0048388663.USD","LU0047713382.USD","LU0348735423.USD","LU0048597586.USD","LU0650527681.SGD","LU1813983027.USD","LU0261950983.USD","LU0287142896.SGD","LU0862451753.SGD","LU0634319403.HKD","LU2257852520.SGD","LU0831103253.SGD","LU1794554557.SGD","LU0823426308.USD","LU0054450605.USD","LU2476274720.SGD","LU0181495838.USD","LU1688375341.USD","LU0651947912.USD","SG9999001689.USD","LU0831093199.SGD","LU2488822045.USD","LU1951186391.HKD","LU0821914370.USD","BK1608","LU1770034418.SGD","LU0871576103.HKD","IE0003895053.USD","LU0039217434.USD","LU1051769294.HKD"],"gpt_icon":0},{"id":"1110870644","title":"中芯國際、華虹半導體等多家華為系芯片製造商加速擴產,擬啓動國內最先進製程芯片量產","url":"https://stock-news.laohu8.com/highlight/detail?id=1110870644","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110870644?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 05:09","pubTimestamp":1771967366,"startTime":"0","endTime":"0","summary":"据消息人士透露,中芯国际、华虹半导体以及多家与华为关联的芯片制造商正积极扩大产能,目标是在中国境内率先实现当前最先进制程芯片的规模化生产。\n这一系列扩张举措凸显了国内半导体产业在技术自主可控道路上的加速布局。业内观察指出,相关企业正集中资源突破高端制程瓶颈,以期在日益复杂的全球供应链格局中构建更具韧性的本土化生产能力。\n随着5G通信、人工智能及智能汽车等新兴领域对高性能芯片需求的持续攀升,国内芯片制造商的技术突破与产能提升将对产业链安全产生深远影响。当前进展表明,中国半导体行业在先进制程领域的攻坚已进入关键阶段。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["BK0214","688347","SGXZ81163826.USD","BK1607","BK1526","688981","BK1163","BK1610","01347","00981","BK1614","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"1141755085","title":"日經報道:中國計劃到2030年新增50萬片晶圓產能","url":"https://stock-news.laohu8.com/highlight/detail?id=1141755085","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141755085?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 05:05","pubTimestamp":1771967144,"startTime":"0","endTime":"0","summary":"据知情人士透露,中国已制定明确目标,计划到2030年实现新增50万片晶圆月产能的扩张计划。这一战略部署将显著提升国内半导体制造能力,为产业链自主可控奠定坚实基础。\n业内专家指出,该产能目标涉及逻辑芯片、存储芯片等多类型半导体产品,预计将通过现有厂商扩产与新建生产线相结合的方式推进。作为国内晶圆代工龙头的<中芯国际>和<华虹半导体>等企业,或将在本轮产能扩张中扮演关键角色。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["01347","LU1064130708.USD","BK1607","LU1064131003.USD","BK1526","688981","SGXZ81163826.USD","BK1610","00981","BK0214","688347","BK1163","LU2148510915.USD","SGXZ49509284.SGD","BK1614"],"gpt_icon":0},{"id":"1175804915","title":"中國計劃在未來1-2年內將相對先進芯片產量提升至10萬片晶圓","url":"https://stock-news.laohu8.com/highlight/detail?id=1175804915","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175804915?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 05:04","pubTimestamp":1771967089,"startTime":"0","endTime":"0","summary":"据消息人士透露,中国正加速推进半导体产业升级,目标是在未来一到两年内将相对先进制程芯片的月产能提升至10万片晶圆。这一战略规划凸显了中国在高端芯片制造领域实现自给自足的决心。\n目前国内主要晶圆代工厂正通过技术突破和设备优化持续提升产能。随着全球半导体产业格局变化,中国正抓住机遇窗口,着力构建完整的芯片供应链体系。\n行业观察人士指出,若该目标顺利实现,将显著增强中国在28纳米等成熟制程芯片领域的全球市场话语权,并为更先进制程的研发奠定坚实基础。这一产能扩张计划预计将带动相关设备、材料产业链的协同发展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["BK1610","BK1526","00981","BK1607","LU1064131003.USD","BK0214","LU1064130708.USD","LU2148510915.USD","BK1163","SGXZ81163826.USD","SGXZ49509284.SGD","BK1614","688981"],"gpt_icon":0},{"id":"2614081235","title":"中芯國際:證券研究報告:電子|公司點評報告","url":"https://stock-news.laohu8.com/highlight/detail?id=2614081235","media":"中邮证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614081235?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 00:00","pubTimestamp":1771948800,"startTime":"0","endTime":"0","summary":"转换速度最快的是模拟类电路,其次为显示驱动、摄像头、存储,然后是MCU、数模混合、逻辑等。公司凭借在BCD、模拟、存储、MCU、中高端显示驱动等细分领域中的技术储备与领先优势、客户的产品布局,加速验证并扩产上量。26 年资本开支保持高位,营收增幅指引乐观。公司给出的2026Q1 指引为:销售收入环比持平,毛利率在18%-20%之间。风险提示宏观经济波动;下游需求恢复不及预期;扩产进度不及预期;折旧致毛利率承压;市场竞争加剧。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225200209a4c734d7&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225200209a4c734d7&s=b","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":"tencent","symbols":["BK1614","LU0708995583.HKD","BK1526","BK1607","SG9999006597.SGD","01347","BK1589","LU0052750758.USD","IE0034224299.USD","BK1163","LU0320764599.SGD","BK1610","688981","00981"],"gpt_icon":1},{"id":"2614874589","title":"「AI 顛覆一切」 席捲股票市場 何處是安全避風港?高盛給出關鍵詞:HALO","url":"https://stock-news.laohu8.com/highlight/detail?id=2614874589","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614874589?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 23:54","pubTimestamp":1771948483,"startTime":"0","endTime":"0","summary":"华尔街金融巨头高盛集团的策略师们发布研报称,拥有有形性质生产资产的重资产型公司股价正在显著跑赢全球股票市场,主要因为包括对冲基金与散户们在内的全球投资者们积极寻求能够躲避“人工智能颠覆一切”抛售风暴的安全避风港之际,默契将投资目光转向那些重资产密集型的HALO类股票标的。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224235729a71a87b0&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224235729a71a87b0&s=b","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":"tencent","symbols":["GS","NVDA","ORCL","BK1526","MSFT","04338","GOOG","META","GOOGL","BK1614","TSM","BK1163","BK1607","AMZN","BK1610","00981"],"gpt_icon":1},{"id":"2613911719","title":"季度業績前瞻 | 中芯國際:預測全年營業收入751.11~812.80億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2613911719","media":"朝阳永续","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613911719?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 18:57","pubTimestamp":1771930675,"startTime":"0","endTime":"0","summary":"1.中芯国际全年业绩预期怎么样?截至2026年02月24日,根据朝阳永续季度业绩前瞻数据:预测营业收入751.11~812.80亿元;预测净利润50.53~74.49亿元。关注后续财报数据披露后能否超预期,朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。(注:本文内容基于朝阳永续AI技术生成,文中相关盈利预测数据均来自朝阳永续盈利预测数据库)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224203249a719f4bb&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224203249a719f4bb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00981","BK1610","BK1607","BK1614","BK1163","688981","BK1526"],"gpt_icon":0},{"id":"2613530718","title":"中芯國際這次真夠搶風頭的","url":"https://stock-news.laohu8.com/highlight/detail?id=2613530718","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613530718?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 18:53","pubTimestamp":1771930428,"startTime":"0","endTime":"0","summary":"半导体产业链的本土化转移正在重塑市场格局,2025年全年,中芯国际中国区收入占比持续攀升,四季度这一比例达到87.6%。中芯国际为手机厂商代工的主要是电源管理、显示驱动等成熟制程产品,而非旗舰机型的核心处理器。在业绩向好背景下,中芯国际推进了两项资产交易。这些供应商多是中芯国际客户,公司在这个细分市场有一定影响力,可以持续提供存储芯片相关代工服务。从中长期看,中芯国际面临的是机遇与挑战并存的局面。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224185424a4c2bbc0&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224185424a4c2bbc0&s=b","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":"tencent","symbols":["BK1607","BK1526","688981","BK1614","00981","BK1610","BK1163"],"gpt_icon":1},{"id":"2613711523","title":"美國擬2027年起禁採中芯國際等中國實體半導體","url":"https://stock-news.laohu8.com/highlight/detail?id=2613711523","media":"全球技术地图","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613711523?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 17:46","pubTimestamp":1771926403,"startTime":"0","endTime":"0","summary":"美国拟2027年起禁采中芯国际等中国实体半导体据美国联邦公报2月17日消息,美国联邦采购法规委员会发布一项拟议规则,禁止联邦行政机构采购或获取包含“受涵盖半导体产品或服务”的电子产品和服务,同时也禁止在关键系统中使用含有此类半导体的电子产品。该规则计划于2027年12月23日生效。双方还将合作部署英伟达Vera CPU,该产品有望在2027年实现规模化应用,进一步拓展Meta高能效AI算力布局。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224200956a719e259&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224200956a719e259&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1163","00981","BK1526","688981","BK1614","BK1607","BK1610"],"gpt_icon":1},{"id":"2613431527","title":"芯智控股02月24日主力淨流入86.7萬元 散户資金拋售","url":"https://stock-news.laohu8.com/highlight/detail?id=2613431527","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613431527?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 16:15","pubTimestamp":1771920931,"startTime":"0","endTime":"0","summary":"02月24日, 芯智控股股价涨0.67%,报收3.02元,成交金额204.2万元,换手率0.14%,振幅4.00%,量比1.73。芯智控股今日主力资金净流入86.7万元,上一交易日主力净流出0万元。该股近5个交易日上涨6.34%,主力资金累计净流入86.7万元;近20日主力资金累计净流入125.5万元,其中净流入天数为2日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224161730a719092a&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224161730a719092a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1614","BK1162","02166"],"gpt_icon":0},{"id":"2613438798","title":"中芯國際出貨增長印證AI應用高景氣,智能芯片股輪番上漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2613438798","media":"证券市场周刊","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613438798?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 15:48","pubTimestamp":1771919320,"startTime":"0","endTime":"0","summary":"伴随AI应用落地加速,晶圆代工厂、AI芯片、半导体等细分行业业绩稳步增长,部分龙头股价表现出色。2月10日,晶圆代工龙头中芯国际(688981.SH)公布了2025年第四季度业绩快报,公司利润大增且全年晶圆出货量和产能利润率均达到历史高位,印证了国产芯片的旺盛需求。从业绩预告来看,部分智能芯片公司实现收入和净利润的同步增长。","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":"http://finance.eastmoney.com/a/202602243652685666.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0214","BK1614","BK1607","LU1064131003.USD","LU2148510915.USD","00981","BK4588","LU1064130708.USD","SGXZ81163826.USD","BK1610","603893","688981","SGXZ49509284.SGD","BK1163","BK4535","BK4585","BK1526"],"gpt_icon":1},{"id":"2613076241","title":"中芯國際25Q4營收超預期,保持高強度資本開支","url":"https://stock-news.laohu8.com/highlight/detail?id=2613076241","media":"申万宏源","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613076241?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 14:15","pubTimestamp":1771913733,"startTime":"0","endTime":"0","summary":"2)公司A股公告2025年第四报实现营业收入178.13亿元,YoY+11.9%,毛利率为17.4%。12寸晶圆对三季度营收贡献加大。根据港股公告,公司26Q1指引销售收入环比持平;毛利率约18-20%之间;26年全年资本开支与25年相比大致持平。公司25Q4折旧摊销持续提升,同时保持高强度资本,25Q4折旧与摊销成本10.7亿美元,YoY+26%,QoQ+7.4%;25Q4资本开支24.08亿美元,环比25Q3提升。调整盈利预测,维持“买入”评级。根据公司25Q4业绩及26Q1指引、股本变化、少数股东权益和减值情况。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224142934a4c1ba85&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224142934a4c1ba85&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["688981","BK1614","BK1607","LU0052750758.USD","01347","BK1163","BK1589","IE0034224299.USD","BK1610","SG9999006597.SGD","LU0320764599.SGD","00981","BK1526","LU0708995583.HKD"],"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}