美股詳情

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5G概念

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漲家數：5

跌家數：13

平家數：- -

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收：3,384.53

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總覽新聞資訊

博通盤中異動急速下跌3.04%

英特爾盤中異動大幅下跌5.01%

週二美市盤前幾乎持平聚焦芯片製造商英特爾最新消息

沒有理由讓股價上漲，徹底遠離英特爾！

美股研究社

立法者將就美國持續存在的空中交通人員配備和基礎設施問題舉行聽證會

高通與諾基亞貝爾實驗室聯合展示無線網絡AI互操作性突破

高通重塑連接：AI驅動的無線時代變革

21世纪经济报道

《綜述》臺積電宣佈美國大投資後股價創逾三個月新低，分析師稱“利空出盡”

國債期貨午盤收盤

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

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

【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

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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":["LU0321505439.SGD","BK4529","BK4543","BK4527","BK4605","BK4585","LU0081259029.USD","BK4550","BK4515","BK4535","BK4533","LU0321505868.SGD","BK4512","BK4602","BK4141","BK4554","BK4579","BK4534","BK4588","BK4575"],"gpt_icon":1},{"id":"2516643218","title":"國債期貨午盤收盤","url":"https://stock-news.laohu8.com/highlight/detail?id=2516643218","media":"金十财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516643218?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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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":["BK1506","BK4585","BK4529","BK4535","BK4543","BK4512","BK4575","BK4602","BK4527","BK4515","BK4533","02342","BK1149","BK4550","BK4605","BK4588","LU0321505439.SGD","BK4534","BK4579","LU0081259029.USD","LU0321505868.SGD","BK4554","BK4141","BK1529"],"gpt_icon":0},{"id":"2516616063","title":"【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。","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":"2516697941","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2516697941","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516697941?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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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":["BK4543","LU0321505868.SGD","BK4579","BK4534","BK4529","BK4575","BK4533","BK4602","BK4588","LU0081259029.USD","BK4515","LU0321505439.SGD","BK4512","BK4554","BK4527","BK4605","BK4535","BK4585","BK4550","BK4141"],"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 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Gelsinger，建议解雇英特尔董事会并重新聘用Gelsinger。Barrett认为，尽管英特尔董事会用心良苦，但他们都是“学者和前政府官员”，不适合理解当前的形势。Barrett指出，由于英特尔新的18A工艺技术，现在不是拆分英特尔的时候。如果将代工业务从产品部门拆分出去，将会分散英特尔的注意力，而这是英特尔目前不需要的。","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://finance.sina.com.cn/roll/2025-03-04/doc-inenmxpv5638478.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":"sina","symbols":["BK4512","BK4554","BK4535","BK4588","BK4543","BK4527","BK4533","BK4529","LU0321505439.SGD","BK4141","BK4515","BK4575","LU0081259029.USD","BK4585","LU0321505868.SGD","BK4579","BK4605","BK4534","BK4602","BK4550","INTC"],"gpt_icon":1},{"id":"2516995576","title":"英特爾晶圓代工，重要進展","url":"https://stock-news.laohu8.com/highlight/detail?id=2516995576","media":"半导体行业观察","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516995576?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 08:56","pubTimestamp":1741049761,"startTime":"0","endTime":"0","summary":"当时，博通表示将继续审查英特尔的代工能力。晶圆代工业务陷入困境许多芯片设计人员正在密切关注英特尔的代工进展，以确定他们最终是否会承诺使用其制造服务。产量提升的延迟可能会阻碍英特尔代工业务急需的收入，目前该业务主要生产英特尔自己的芯片。英特尔的代工收入在 2023 年下降了 60%，该公司表示，预计该业务至少要到 2027 年才能实现收支平衡。","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=nesSN20250304090533a25dedd2&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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