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5G概念

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英特爾耗資 280 億美元的俄亥俄芯片工廠推遲至 2030 年投產

英特爾耗資 280 億美元的俄亥俄芯片工廠推遲至 2030 年投產

美股異動 | 半導體股盤初上漲，英特爾漲超4%

老虎资讯综合

據科技媒體TechCrunch：英特爾將俄亥俄州的芯片工廠完工時間推遲到2030年，可能要到2031年才能真正投產。

據當地媒體報道，英特爾將耗資 280 億美元的俄亥俄州芯片工廠推遲至 2030 年建成

戴爾(DELL.N)跌超6%，其第四季度營收遜於預期。

戴爾科技盤中異動股價大跌7.62%

開盤 | 美股三大指數漲跌不一，小鵬汽車跌超7%，戴爾跌超6%

老虎资讯综合

聯想與愛立信有關臨時專利許可的訴訟在英國勝訴

瑞銀：戴爾AI服務器需求強勁，非AI終端市場有望在2026財年復甦

华尔街见闻

週五美市盤前走高聚焦戴爾科技季度業績

BUZZ-戴爾預測 26 財年毛利率下降後下跌

英特爾至強6新品發佈，臨時CEO稱“這是滿足AI需求的首選”

鉅額訂單也拉不動戴爾了？

财经自媒体

國債期貨午盤收盤

戴爾預計2026財年調整後毛利率下滑 AI服務器生產成本高

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22:31","pubTimestamp":1740753112,"startTime":"0","endTime":"0","summary":"北京时间2025年02月28日22时31分，戴尔科技股票出现异动，股价快速下挫7.62%。截至发稿，该股报99.61美元/股，成交量150.666万股，换手率0.22%，振幅1.71%。戴尔科技股票所在的电脑硬件行业中，整体跌幅为3.56%。消息层面，截至22时31分，《戴尔财报喜忧参半，披露拿下多笔AI服务器大单，盘后涨4%后转跌》资讯为影响戴尔科技的重要信息。财报公布后，戴尔盘后股价一度上涨超4%，但此后回落转跌。截至周四收盘，戴尔股价今年以来累计下跌6.4%。","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=nesSN20250228223153a258012f&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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22:30","pubTimestamp":1740753005,"startTime":"0","endTime":"0","summary":"据媒体报道，联想集团在英国赢得一项上诉，上诉的目的是为了获得使用爱立信专利的临时许可，这是两家公司在全球5G无线技术许可纠纷中得到的最新裁决。报道指出，联想于2023年在伦敦高等法院起诉爱立信，争议的焦点围绕联想和爱立信专利使用许可的公平、合理和非歧视(FRAND)条款。联想希望明确，在FRAND条款最终确定之前，有意愿的许可方可以同意提供短期许可。联想的申诉在去年遭到拒绝，但上诉法院最新推翻了这一裁决。联想首席法律顾问Laura Quatela称，裁决不仅证实了联想是一个有意愿的被许可方，而且强化并重申了联想对于倡导全球FRAND许可透明和公平的承诺。","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=nesSN2025022822342098967a77&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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19:29","pubTimestamp":1740742145,"startTime":"0","endTime":"0","summary":"根据戴尔科技截至今年2月初的第四财季业绩报告，在服务器部门业绩的推动下，该集团的营业额是增长了7%至239亿美元。其中服务器部门的话，该部门的增加了22%，达到113亿5000万美元。该集团的净利也从去年同期的12亿1000万美元，即每股盈利1.66美元，增至15亿3000万美元，即每股盈利2.15美元。在剔除特殊项目之后，集团调整后的每股盈利是2.68美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/world/story20250228-5945183","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/world/story20250228-5945183","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":"zaobao_highlight","symbols":["BK4535","BK4543","BK4585","BK4515","LU0267386448.USD","BK4170","DELL","BK4588"],"gpt_icon":1},{"id":"2514422613","title":"BUZZ-戴爾預測 26 財年毛利率下降後下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2514422613","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514422613?lang=zh_tw&edition=fundamental","pubTime":"2025-02-28 19:01","pubTimestamp":1740740488,"startTime":"0","endTime":"0","summary":"2月28日 -  ** 戴尔科技DELL.N股价盘前下跌2.3%至105.35美元 ** 这家笔记本电脑生产商 预计，其年度调整后毛利率  ， 26财年将下降约100个基点。** 截至收盘 ，戴尔公司今年累计下跌 6.4(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:20250228:nL3T3PJ0VA: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":["BK4170","IE00B64PRP62.GBP","IE00BLSP4239.USD","BK4535","BK4515","IE00BLSP4452.SGD","IE00BBT3K403.USD","BK4585","BX","BK4543","DELL","IE00BN8TJ469.HKD","BK4588","IE00B3QW5Z07.USD","IE0004445239.USD","IE00BGHQF748.EUR","BK4135","LU0267386448.USD"],"gpt_icon":1},{"id":"2514341730","title":"英特爾至強6新品發佈，臨時CEO稱“這是滿足AI需求的首選”","url":"https://stock-news.laohu8.com/highlight/detail?id=2514341730","media":"新浪财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514341730?lang=zh_tw&edition=fundamental","pubTime":"2025-02-28 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16:11","pubTimestamp":1740730260,"startTime":"0","endTime":"0","summary":"昨日，美股盘后，戴尔公布了25财年四季报，对应截止1月31日的三个月成绩单。可是，强劲的AI需求之下，戴尔也有隐忧。展望26财年一季度，戴尔预计总收入在225-235亿之间，中位数增长3.4%；稀释后每股收益预计为1.29美元，同比下降6%。从估值上看，戴尔现在的市盈率只有15倍，不算高：只可惜，昨日英伟达暴跌，AI概念全部熄火，加上市场预期太高，戴尔四季报又拉胯，股价跌了也情有可原。","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/2025-02-28/doc-inemzpzn9950258.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":"sina","symbols":["BK4170","BK4585","BK4588","BK4535","BK4543","LU0267386448.USD","DELL","BK4515"],"gpt_icon":1},{"id":"2514313362","title":"國債期貨午盤收盤","url":"https://stock-news.laohu8.com/highlight/detail?id=2514313362","media":"金十财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514313362?lang=zh_tw&edition=fundamental","pubTime":"2025-02-28 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AI服務器生產成本高","url":"https://stock-news.laohu8.com/highlight/detail?id=2514956093","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514956093?lang=zh_tw&edition=fundamental","pubTime":"2025-02-28 12:17","pubTimestamp":1740716220,"startTime":"0","endTime":"0","summary":"据路透社报道，由于人工智能服务器高生产成本及个人电脑市场需求疲软，戴尔预计其2026财年的调整后毛利率将下滑。戴尔预计，人工智能服务器出货量带来150亿美元的年收入，较截至2024年1月31日的98亿美元增长53%。戴尔预计其年度调整后毛利率将下降约100个基点。此外，根据戴尔披露，2025年财年第四季度，其实现营收239亿美元，同比增长7%，低于市场预期的245.6 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