美股詳情

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蘋果概念

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+66.392.43%

漲家數：24

跌家數：3

平家數：- -

市盈率：- -

高：2,808.45

開：2,735.98

低：2,735.98

收：2,735.97

資料載入中...

臺積電斥資千億美元擴大對美投資陸行之：買到4年免死金牌

臺灣股市：量縮收跌並創三個月新低，臺積電短線利空近尾聲指數醞釀反彈

1000億美元，臺積電將建3座新晶圓廠+2座先進封裝設施

全球半导体观察

臺積電擬投千億美元在美國生產AI芯片和智能手機芯片

AMD RX 9000系列顯卡及後續產品將僅支持UEFI模式

港股異動 | 京信通信(02342)漲超10% 此前發新股引入易磊及英特爾推出全新一代5G NR直放站

臺積電拿7300億赴美獻誠意，魏哲家演講，特朗普旁聽

【美國政府調查：有近100家公司計劃在3月裁員】據美國政府的WARN通知，有近100家美國公司打算在3月裁員，其中包括英特爾、聯邦快遞、老牌工藝品及布藝零售商Joann Fabrics及連鎖藥房Walgreen(WBA)等，打算削減人手的公司規模由10人至500人。而近期公佈關閉66家門店的梅西百貨亦在表上，將會裁減數以百計的員工。

臺積電變“美積電”？臺當局回應

凤凰网科技

傳安森美將考慮收購汽車芯片廠商Allegro

臺積電投資美國千億美元股價創逾三個月低位，分析師稱至少不是最壞版本

高通發佈全新“躍龍”品牌，進軍工業物聯網與基礎設施領域

前英特爾首席執行官Barrett：現在不是考慮拆分的時候

英特爾晶圓代工，重要進展

半导体行业观察

短期銅價存在下探風險，但抵抗預計較強

24小時環球政經要聞全覽 | 3月4日

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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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14:12","pubTimestamp":1741068720,"startTime":"0","endTime":"0","summary":"当地时间3月3日，美国总统特朗普和集成电路代工巨头台积电宣布，台积电计划未来四年对美国芯片制造工厂再投资至少1000亿美元。特朗普说，这项投资将允许台积电开始在美国亚利桑那州生产人工智能芯片和智能手机芯片。台积电CEO魏哲家在白宫与特朗普一同露面时表示，台积电将新建三家芯片制造工厂、两家芯片封装工厂和一个研发中心。届时，台积电在亚利桑那州的三家芯片制造工厂将扩大到六家，增加25000个工作岗位。","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=nesSN20250304141301a25e56a5&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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RX 9000系列顯卡及後續產品將僅支持UEFI模式","url":"https://stock-news.laohu8.com/highlight/detail?id=2516684617","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516684617?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 14:03","pubTimestamp":1741068216,"startTime":"0","endTime":"0","summary":"IT之家 3 月 4 日消息，AMD 于 2 月 28 日正式发布 RDNA 4 图形架构，并推出 Radeon RX 9000 系列的全新力作 AMD Radeon RX 9070 XT 和 RX 9070 显卡。不过有一点需要注意，在关于 UEFI 支持的最新文档中，AMD 表示从 Radeon RX 9000 系列显卡开始，将仅官方支持 UEFI 模式，因此如果你的电脑系统配置为使用传统 BIOS 或 CSM，则显卡可能无法正常工作。AMD 还列出了各厂商主板启用 UEFI 模式的教程，IT之家附图如下：","market":"sh","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/8hRnoH3vfzE","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4534","LU1880398471.USD","BK4543","IE00BMPRXN33.USD","LU0081259029.USD","LU0056508442.USD","LU0082616367.USD","LU0127658192.USD","LU0823421333.USD","LU0109392836.USD","BK4529","LU1880398554.USD","AMD","LU2250418816.HKD","BK4573","LU0198837287.USD","IE00B5949003.HKD","LU0390134368.USD","LU0823421416.USD","LU0823434740.USD","LU0979878070.USD","LU1242518857.USD","LU1303367103.USD","LU2264538146.SGD","LU0719512351.SGD","GFS","LU2458330169.SGD","BK4588","LU2360106780.USD","LU0823434583.USD","LU1242518931.SGD","BK4532","IE0009356076.USD","LU1923623000.USD","LU2458330243.SGD","LU2098885051.SGD","BK4554","LU1951198990.SGD","LU0642271901.SGD","LU1951200564.SGD","LU2054465674.USD","BK4141","LU1803068979.SGD","BK4575","LU1316542783.SGD","LU1989764664.SGD","LU1988902786.USD","BK4585","BK4512","BK4566"],"gpt_icon":1},{"id":"2516614227","title":"港股異動 | 京信通信(02342)漲超10% 此前發新股引入易磊及英特爾 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_tw&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":"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://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":["BK4515","LU0321505439.SGD","BK1149","BK4585","BK4533","02342","BK4605","BK1529","BK4141","BK4543","BK4529","BK4588","BK1506","BK4602","BK4575","BK4579","BK4535","BK4512","BK4534","LU0081259029.USD","LU0321505868.SGD","BK4554","BK4527","BK4550"],"gpt_icon":0},{"id":"2516196546","title":"臺積電拿7300億赴美獻誠意，魏哲家演講，特朗普旁聽","url":"https://stock-news.laohu8.com/highlight/detail?id=2516196546","media":"芯东西","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516196546?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 12:34","pubTimestamp":1741062854,"startTime":"0","endTime":"0","summary":"▲台积电CEO魏哲家在美国白宫演讲，来源：路透社这5座工厂包括3个芯片制造厂和2个先进封装厂，另外台积电还将在美国建设1个大型研发中心。2024年4月，台积电曾宣布将在美投资计划从250亿美元扩大到650亿美元，并在2030年前在美国亚利桑那州增加第3家芯片工厂。魏哲家提到，此次的1000亿美元投资是新增的，是此前650亿美元之外的。台积电去年同意在其第二家亚利桑那州工厂生产2纳米芯片，预计将于2028年开始生产。","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=nesSN20250304123639abe72ab3&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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Fabrics及連鎖藥房Walgreen(WBA)等，打算削減人手的公司規模由10人至500人。而近期公佈關閉66家門店的梅西百貨亦在表上，將會裁減數以百計的員工。","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_tw&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":["BK4575","BK4533","LU0251142724.SGD","INTC","LU1267930227.SGD","BK4585","BK4141","LU0321505868.SGD","BK4527","BK4529","LU0081259029.USD","BK4515","LU0048573561.USD","LU0052756011.USD","LU1571399168.USD","LU0251131958.USD","BK4579","BK4512","BK4550","BK4602","BK4534","WBA","LU0321505439.SGD","LU0310800965.SGD","BK4535","LU0742534661.SGD","BK4131","BK4128","JOAN","LU0128525689.USD","BK4605","BK4543","FDX","BK4200","BK4588","BK4554"],"gpt_icon":0},{"id":"2516615640","title":"臺積電變“美積電”？臺當局回應","url":"https://stock-news.laohu8.com/highlight/detail?id=2516615640","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516615640?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 11:48","pubTimestamp":1741060107,"startTime":"0","endTime":"0","summary":"台积电CEO魏哲家与特朗普宣布在美投资凤凰网科技讯 北京时间3月4日，台积电周一宣布在美追加投资1000亿美元。对于台积电要变“美积电”的担忧，中国台湾地区“经济部长”郭智辉今日回应称，这是多余的(担忧)。据台媒报道，外界还担心台积电在美投资是否会连带相关供应链迁移至美国，郭智辉坦言，从长期来看这可能会发生，但以目前台积电的投资金额来看，所需的供应链数量可能还不足以吸引整个供应链迁移。","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/8hRenYresMW","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":["LU0823421333.USD","LU2106854487.HKD","LU2089283258.USD","LU2491050154.USD","LU2663582299.SGD","IE00BQXX3D17.EUR","LU2471134523.USD","LU2360032135.SGD","LU0158827781.USD","LU2023250504.SGD","LU2211815571.USD","LU0792757196.USD","LU0109392836.USD","LU0572939691.SGD","BK4548","LU1852331112.SGD","LU2133065610.SGD","BK4141","BK4602","LU0056508442.USD","BK4543","LU1282649810.SGD","LU1917777945.USD","03145","LU0541502299.USD","LU2471134879.HKD","LU2294711713.HKD","LU0541501648.USD","BK4512","LU1712237335.SGD","BK4550","LU0143863198.USD","LU2271345857.HKD","TSM","LU1868837565.USD","LU2357125470.USD","LU2471134952.CNY","LU2054465674.USD","IE00BD6J9T35.USD","LU0158827948.USD","BK4585","LU2237443382.USD","LU2237443622.USD","BK4532","LU2491050071.SGD","BK4534","LU0889566641.SGD","LU0143863784.USD","LU2125154778.USD","BK4505"],"gpt_icon":0},{"id":"2516613882","title":"傳安森美將考慮收購汽車芯片廠商Allegro","url":"https://stock-news.laohu8.com/highlight/detail?id=2516613882","media":"芯智讯","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516613882?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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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全球最大芯片代工商台积电2330.TW在美国宣布1,000亿美元投资计划，开盘股价即跌破千元价位创逾三个月低点；分析师认为，台积电因地缘政治的变数逐渐厘清，“至少不是最坏的版本”，股价低档料能有支撑。他表示，先前市场传闻台积电将技术提供英特尔，但它其实是最不合理、损害最大的。目前台积电公布大投资美国设厂，成本虽会升高，但至少掌控权可以在台积电手上。","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:nL3T3PN06W: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":["BK4512","BK4554","BK4535","BK4588","BK4543","BK4527","BK4533","BK4529","LU0321505439.SGD","BK4141","BK4515","BK4575","LU0081259029.USD","BK4585","LU0321505868.SGD","BK4579","BK4605","BK4534","BK4602","BK4550"],"gpt_icon":1},{"id":"2516069944","title":"高通發佈全新“躍龍”品牌，進軍工業物聯網與基礎設施領域","url":"https://stock-news.laohu8.com/highlight/detail?id=2516069944","media":"财中社","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516069944?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 09:28","pubTimestamp":1741051700,"startTime":"0","endTime":"0","summary":"近日，高通正式揭晓了其全新产品品牌——“跃龙”，品牌英文名称“Dragonwing”，寓意“龙之翼”，旨在与现有的骁龙品牌形成互补，共同开拓工业与嵌入式物联网、网络解决方案以及蜂窝移动通信基础设施等全新领域。跃龙品牌的推出，与面向消费者市场的骁龙品牌形成鲜明区分。骁龙系列最初以智能手机为核心，随后逐渐拓展至笔记本电脑、平板电脑乃至移动工作站等领域。","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://finance.eastmoney.com/a/202503043335614279.html","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":"stock_eastmoney","symbols":["BK4534","LU1084165304.USD","LU1069344957.HKD","BK4581","LU1261432733.SGD","SG9999015986.USD","BK4579","QCOM","IE00BVYPNP33.GBP","LU0061475181.USD","BK4605","BK4573","LU1046421795.USD","SG9999015978.USD","IE00BVYPNQ40.USD","BK4604","LU2023250504.SGD","LU1119994496.HKD","IE00BSNM7G36.USD","SG9999015952.SGD","BK4515","LU0079474960.USD","LU1823568750.SGD","LU1917777945.USD","BK4588","BK4561","LU1035775433.USD","BK4532","LU1974910355.USD","GB00BDT5M118.USD","LU2247934214.USD","SG9999015945.SGD","IE00BGHQDM52.EUR","BK4554","SG9999001424.SGD","BK4527","BK4141","BK4575","LU0868494617.USD","LU2106854487.HKD","BK4585","BK4512"],"gpt_icon":1},{"id":"2516699469","title":"前英特爾首席執行官Barrett：現在不是考慮拆分的時候","url":"https://stock-news.laohu8.com/highlight/detail?id=2516699469","media":"网易新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516699469?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 09:08","pubTimestamp":1741050480,"startTime":"0","endTime":"0","summary":"英特尔调整了产品CEO Michelle Johnston Holthaus的薪酬方案，大幅提高了其薪资待遇。前英特尔首席执行官Craig Barrett公开支持现任CEO Pat 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