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5G概念

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-47.6904-1.41%

漲家數：5

跌家數：13

平家數：- -

市盈率：- -

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低：3,313.15

收：3,384.53

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《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

24小時環球政經要聞全覽 | 3月4日

英特爾再度推遲在美芯片廠完工時間

经济参考报

英特爾下跌5.03%，報22.535美元/股，總市值975.78億美元

參議員希望馬斯克和 FAA 代理局長就空中交通系統作證

邁威爾科技盤中異動急速下挫5.02%報87.22美元

博通下跌5.02%，報189.42美元/股，總市值8878.79億美元

Ciena科技盤中異動下午盤股價大跌5.01%報75.58美元

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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":"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 10:28","pubTimestamp":1741055336,"startTime":"0","endTime":"0","summary":"路透台北3月4日 - 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 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":"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/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":["LU1035775433.USD","LU2023250504.SGD","QCOM","BK4575","SG9999015986.USD","LU0061475181.USD","SG9999015952.SGD","BK4527","LU0868494617.USD","BK4512","LU1974910355.USD","LU0079474960.USD","SG9999015945.SGD","BK4532","LU1084165304.USD","BK4581","IE00BVYPNQ40.USD","LU2106854487.HKD","IE00BSNM7G36.USD","LU2247934214.USD","LU1119994496.HKD","BK4588","BK4579","BK4141","SG9999015978.USD","BK4515","BK4561","BK4554","GB00BDT5M118.USD","IE00BVYPNP33.GBP","BK4604","LU1046421795.USD","IE00BGHQDM52.EUR","SG9999001424.SGD","BK4534","LU1917777945.USD","BK4585","BK4605","LU1261432733.SGD","LU1069344957.HKD","LU1823568750.SGD","BK4573"],"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 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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 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