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蘋果概念

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收：2,795.24

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16:02","pubTimestamp":1741075320,"startTime":"0","endTime":"0","summary":"台积电在美国加码投资，引发台积电变“美积电”担忧，对此，台湾经济部长郭智辉说，明年2纳米和1.6纳米先进制程不会在美国生产。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/china/story20250304-5963099","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zaobao.com/realtime/china/story20250304-5963099","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":"zaobao_highlight","symbols":["LU2249611893.SGD","LU1852331112.SGD","LU2087625088.SGD","TSM","LU0094547139.USD","LU1989764748.USD","SG9999004220.SGD","LU1712237335.SGD","LU2028103732.USD","SG9999000418.SGD","IE0004445239.USD","LU2237443978.SGD","LU0353189763.USD","LU0056508442.USD","LU0158827781.USD","LU1211504680.USD","BK4512","LU2471134796.USD","LU0124676726.USD","LU0878005551.USD","LU0889565833.HKD","LU1868837722.USD","LU2506951792.HKD","LU2491050154.USD","LU0316494557.USD","LU2458330169.SGD","LU2750360997.AUD","IE0004086264.USD","LU1989772923.USD","BK4532","LU2125154778.USD","IE00B5TLWC47.USD","LU2133065610.SGD","LU1974910355.USD","LU2237443382.USD","LU2106854487.HKD","LU2360032135.SGD","LU0823414478.USD","BK4602","LU2471134879.HKD","BK4591","SGXZ81514606.USD","LU2491049909.HKD","LU2054465674.USD","BK4527","BK4588","LU2089283258.USD","BK4533","03145","BK4543"],"gpt_icon":1},{"id":"2516564679","title":"微芯科技裁員應對需求放緩：轉型求生，2000人面臨失業浪潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2516564679","media":"极客网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516564679?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 15:38","pubTimestamp":1741073931,"startTime":"0","endTime":"0","summary":"微芯科技预计，此次裁员及相关重组措施将产生约3000万至4000万美元的费用，其中包括现金遣散费和其他重组开支。这一决定较原计划提前了数月，通过裁员和关闭工厂等措施，微芯科技预计其年度运营成本将减少约9000万至1亿美元。总的来说，微芯科技的裁员决策是其在转型过程中迈出的重要一步。我们期待着微芯科技在未来的表现，并相信他们能够成功应对挑战，实现转型求生的目标。","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=nesSN20250304154017abe7623e&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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15:17","pubTimestamp":1741072660,"startTime":"0","endTime":"0","summary":"《综述》台积电宣布美国大投资后股价创逾三个月新低，分析师称“利空出尽”美国大投资宣布后，台积电股价收创逾三个月低位看美国大投资，分析师称“利空出尽”分析师：台积电千元附近料有撑记者 高洁如。路透台北3月4日 - 在美国总统特朗普的陪伴下，全球最大芯片代工商--台积电2330.TW总裁魏哲家周一高调在美国宣布1,000亿美元的投资计划；只不过投资人不买单，台积电股价周二收创逾三个月新低。","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:nL3T3PN0J1:1","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":["BK4529","BK4533","BK4543","BK4515","BK4579","BK4554","BK4588","BK4527","BK4535","LU0321505439.SGD","BK4602","BK4550","BK4534","LU0321505868.SGD","BK4141","BK4585","BK4575","BK4512","BK4605","LU0081259029.USD"],"gpt_icon":1},{"id":"2516648011","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648011","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648011?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 15:04","pubTimestamp":1741071898,"startTime":"0","endTime":"0","summary":"分析师陆行之指出，台积电应该算是买到四年免死金牌，明后年年度资本支出或将突破500亿美元。陆行之在脸书发文指出，台积电宣布未来4年要再花1000亿美元投资美国厂，应该算是买到4年的免死金牌，加上之前的650亿美元还没花完的，每年至少投资超过300亿美元在美国厂，如果台积电资本开支维持在35%营收的capital density，美国厂资本开支应该会超过中国台湾厂资本开支，应该考虑去亚利桑那州投资房地产，以后肯定出现一个美国版科学园区。","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=nesSN20250304150549989b1dc1&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, 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15:01","pubTimestamp":1741071685,"startTime":"0","endTime":"0","summary":"路透台北3月4日 - 台湾股市周二收跌0.7%并创逾三个月新低；分析师称，受美股全面收黑及台积电2330.TWADRTSM.N收盘重挫等冲击，台股开低走低，台积电一度跌破1,000台币大关；惟随其宣布再对美国投资1,000亿美元，吸引低接买盘进场，带动指数跌幅收敛，短线有机会酝酿跌深反弹。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b9f54b948f6febb41a996e5b8650f1b6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250304:nL3S3PM0GA: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":["LU0321505439.SGD","BK4534","BK4535","LU0321505868.SGD","BK4533","BK4527","BK4550","LU0081259029.USD","BK4602","BK4575","BK4512","BK4515","BK4585","BK4605","BK4588","BK4543","BK4141","BK4529","BK4554","BK4579"],"gpt_icon":1},{"id":"2516648013","title":"1000億美元，台積電將建3座新晶圓廠+2座先進封裝設施","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648013","media":"全球半导体观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648013?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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":"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/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":["LU0198837287.USD","IE0009356076.USD","LU1989764664.SGD","LU0642271901.SGD","LU1988902786.USD","LU0719512351.SGD","LU0823421333.USD","BK4588","LU1951198990.SGD","LU0081259029.USD","LU0979878070.USD","LU0823434740.USD","LU1316542783.SGD","LU1303367103.USD","LU0082616367.USD","LU2360106780.USD","LU0390134368.USD","LU2458330243.SGD","LU1923623000.USD","LU2250418816.HKD","GFS","BK4512","LU2098885051.SGD","BK4554","LU0823421416.USD","LU1880398554.USD","IE00BMPRXN33.USD","BK4529","LU0823434583.USD","LU0109392836.USD","BK4534","LU2458330169.SGD","LU1803068979.SGD","BK4575","BK4543","LU0056508442.USD","LU2264538146.SGD","LU0127658192.USD","LU1880398471.USD","LU1242518857.USD","LU2054465674.USD","AMD","LU1242518931.SGD","IE00B5949003.HKD","BK4566","BK4573","BK4141","BK4532","BK4585","LU1951200564.SGD"],"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":"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://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":["BK1506","BK4554","BK4579","BK4605","LU0321505439.SGD","BK4543","BK4529","BK4533","02342","BK4141","BK4515","BK4588","BK4585","BK4512","BK4534","LU0321505868.SGD","BK1529","BK4527","BK4602","BK4575","BK4550","LU0081259029.USD","BK1149","BK4535"],"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":["BK4515","LU0742534661.SGD","BK4529","LU0052756011.USD","BK4585","LU0310800965.SGD","BK4550","BK4588","BK4579","BK4605","FDX","LU0251131958.USD","BK4575","WBA","LU1267930227.SGD","BK4602","BK4128","BK4554","LU0048573561.USD","BK4527","JOAN","BK4141","BK4512","BK4534","BK4543","LU0321505868.SGD","LU0128525689.USD","BK4200","BK4535","LU0251142724.SGD","BK4533","LU0081259029.USD","BK4131","LU0321505439.SGD","LU1571399168.USD","INTC"],"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":["IE00BQXX3D17.EUR","LU0109392836.USD","LU0143863784.USD","LU2054465674.USD","LU2491050154.USD","BK4534","IE00BD6J9T35.USD","LU0541501648.USD","LU2106854487.HKD","LU2471134879.HKD","LU0143863198.USD","LU0541502299.USD","LU1712237335.SGD","LU2360032135.SGD","LU2211815571.USD","LU2663582299.SGD","LU0792757196.USD","BK4543","LU2089283258.USD","LU0823421333.USD","LU1868837565.USD","LU2237443382.USD","LU1917777945.USD","LU2357125470.USD","LU2023250504.SGD","03145","LU0889566641.SGD","LU2491050071.SGD","LU0056508442.USD","LU2471134952.CNY","BK4548","LU0572939691.SGD","LU2237443622.USD","BK4550","BK4585","BK4512","BK4141","LU2133065610.SGD","BK4505","BK4602","LU1852331112.SGD","LU2471134523.USD","BK4532","LU2271345857.HKD","LU0158827781.USD","LU2125154778.USD","TSM","LU0158827948.USD","LU1282649810.SGD","LU2294711713.HKD"],"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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