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IDC概念
1,908.40
-101.2434
-5.04%
漲家數:
1
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7
平家數:
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開:
1,952.20
低:
1,898.89
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12:16","pubTimestamp":1740888960,"startTime":"0","endTime":"0","summary":"面对经济前景的分歧,华尔街机构谨慎应对,市场进入高度戒备状态。同时,美国劳工部报告称,截至2月22日当周,首次申领失业救济人数增加2.2万人,至24.2万人,追平10月份以来的最高水平,高于市场预期的22.1万人。眼下,华尔街正在撤离美股市场。警惕美股回调彭博社指出,围绕美国关税可能对贸易、经济、通胀甚至地缘政治等产生实际影响的种种不安让华尔街交易员保持警惕。","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/zmt/2025-03-02/doc-inenfrrq7951416.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":["LU1923623000.USD","LU0203201768.USD","LU2433249047.HKD","LU0353189763.USD","NVD3.UK","NVD2.UK","NVDY","SNVD.UK","LU1633808545.USD","LU2458330169.SGD","ESmain","SDS","NVDX","LU0234570918.USD","LU0256863811.USD","LU0289961442.SGD","LU0823434583.USD","OEF","NVIW.SI","NVDS.UK","SH","NVDU","LU0347712357.USD","IE00BMPRXN33.USD","NVDD","BK4534","BK4504","IE00BHPRN162.USD","NVDA","SGXZ81514606.USD","LU1571399168.USD","2NVD.UK","SSO","3NVD.UK","LU1642822529.SGD","LU0820561818.USD","GDP","LU2286300806.USD","BK4554","SPXU","BK4529","IVV","OEX","NVDS","NVD",".SPX","SPY","IE00BKPKM429.USD","UPRO"],"gpt_icon":1},{"id":"2516202115","title":"臺積電收購英特爾,絕無可能?","url":"https://stock-news.laohu8.com/highlight/detail?id=2516202115","media":"半导体行业观察","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516202115?lang=zh_tw&edition=fundamental","pubTime":"2025-03-02 10:46","pubTimestamp":1740883601,"startTime":"0","endTime":"0","summary":"有传言称特朗普政府可能会推动英特尔和台积电成立一家合资企业,接管英特尔的制造能力,投资者预计英特尔可能会分拆,英特尔股价近期飙升逾 20%。特朗普政府否认参与此事,并表示不欢迎台积电接管英特尔晶圆厂。台积电考虑与英特尔合作的唯一原因是,如果特朗普政府征收关税,迫使其在美国生产先进的 3nm 和 2nm 芯片。","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=nesSN20250302110111a25b0495&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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06:30","pubTimestamp":1740868238,"startTime":"0","endTime":"0","summary":"现在,这项计划再次被推迟。英特尔宣布了最新的时间调整,将第一座晶圆厂的完工时间推迟至2030年,第二座晶圆厂推迟至 2031年,两座工厂均不会在2031年之前投入运营。确保英特尔的俄亥俄晶圆厂,以财务上负责任的方式完工,为成功奠定基础。英特尔在俄亥俄州的工厂是将半导体制造带回美国的一部分,此举对国家安全至关重要。英特尔继续向州政府保证,晶圆厂将完工并生产芯片。","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=nesSN20250302063125a25a9c55&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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13:12","pubTimestamp":1740805940,"startTime":"0","endTime":"0","summary":"业绩持续滑铁卢","market":"hk","thumbnail":"https://img3.gelonghui.com/9d152-0a8427e8-0704-4fc8-bf3b-eeb19204b45a.jpg?guru_height=852&guru_width=1280","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/9d152-0a8427e8-0704-4fc8-bf3b-eeb19204b45a.jpg?guru_height=852&guru_width=1280"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/1835130","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":"gelonghui_highlight","symbols":["BK4550","BK4533","BK4605","BK4141","BK4554","LU0321505439.SGD","BK4512","BK4527","BK4575","INTC","BK4529","BK4543","BK4602","BK4534","LU0081259029.USD","LU0321505868.SGD","BK4585","BK4579","BK4588","BK4535","BK4515"],"gpt_icon":1},{"id":"2516058006","title":"預計耗資1000億美元!英特爾印度裔高管宣佈\"硅谷之心\"推遲5年!","url":"https://stock-news.laohu8.com/highlight/detail?id=2516058006","media":"EETOP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516058006?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 12:02","pubTimestamp":1740801720,"startTime":"0","endTime":"0","summary":"英特尔最初计划在2025年完成俄亥俄基地的第一阶段建设,该基地曾被称为“硅谷之心”。然而,由于市场需求不明确的大背景下巨额投资,英特尔将第一模块的完工时间推迟至2027或2028年。英特尔此前估计,全面开发该基地将需要约1000亿美元的投资。第一轮投资定为约280亿美元。英特尔于2022年开始该基地的建设工作。据推测,英特尔正在培训员工安装生产工具和其他机械设备。","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":"https://finance.sina.com.cn/cj/2025-03-01/doc-inencnsq9029293.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":["LU0321505439.SGD","BK4579","BK4512","BK4605","BK4529","INTC","BK4535","BK4550","BK4585","BK4534","BK4515","BK4575","LU0081259029.USD","BK4141","BK4602","BK4527","BK4588","BK4533","BK4554","BK4543","LU0321505868.SGD"],"gpt_icon":1},{"id":"2516137580","title":"英特爾再度推遲“千億美元”芯片工廠的建設!投產起碼再等5年","url":"https://stock-news.laohu8.com/highlight/detail?id=2516137580","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516137580?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 09:39","pubTimestamp":1740793140,"startTime":"0","endTime":"0","summary":"陷入困境的芯片制造商英特尔周五宣布,该公司将推迟在俄亥俄州开设芯片制造工厂的进程。 2022年时,英特尔曾承诺将投资高达1000亿美元,在俄亥俄州建造一家规模庞大的芯片制造综合体Ohio One,其中包括8家制造厂,以提高半导体产能,最初计划是于2025年开始投产。去年9月就有报道称,芯片制造商高通有意收购英特尔的部分芯片设计部门。","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":"https://finance.sina.com.cn/roll/2025-03-01/doc-inenchkr1572917.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":["BK4575","BK4579","LU0321505868.SGD","LU0321505439.SGD","BK4533","BK4554","LU0081259029.USD","BK4585","BK4512","BK4515","BK4529","BK4602","BK4535","BK4543","BK4534","INTC","159813","BK4141","BK4527","BK4605","BK4588","BK4550"],"gpt_icon":1},{"id":"2516958146","title":"AMD RDNA 4 架構,深度解析","url":"https://stock-news.laohu8.com/highlight/detail?id=2516958146","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516958146?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 09:11","pubTimestamp":1740791474,"startTime":"0","endTime":"0","summary":"如果您希望可以时常见面,欢迎标星收藏哦~来源:内容编译自wccftech,谢谢。AMD 终于公布了其下一代 RDNA 4 GPU 架构的完整架构细节,该架构是专为 Radeon RX 9000 系列构建的。自上一代RDNA 3 及其升级版 RDNA 3.5推出以来,AMD 的 RDNA 4 架构一直备受期待。平均而言,得益于 8 宽设计,RDNA 4 可将内存要求降低至 RDNA 3 的 60% 以下。看起来 AMD 也采用了这种方法,并采用自己的神经超级采样和去噪技术来实现 RDNA 4 的路径追踪功能。","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=nesSN202503010926129896fb5c&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, 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09:04","pubTimestamp":1740791099,"startTime":"0","endTime":"0","summary":"英特尔最初计划在 2025 年完成其俄亥俄州工厂的第一期工程。生产设备的投资是半导体制造设施中最重要的投资,因此通过推迟生产设备投资,英特尔大幅削减了 2025 年至 2028 年期间的资本支出。英特尔此前估计,全面开发该园区需要投资约 1,000 亿美元。首轮投资定为约 280 亿美元。据英特尔称,自开工以来,该工厂已接受 36 次超载,其中包括 4 次超大型超载,其中包含晶圆厂的空气分离装置。据推测,英特尔正在培训员工安装生产工具和其他机器。","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=nesSN20250301091503abe16ca6&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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08:25","pubTimestamp":1740788706,"startTime":"0","endTime":"0","summary":"标准普尔500指数本月下跌了1.4%,道琼斯指数月度跌幅为1.6%。此次美股反弹,通胀和消费数据起到了关键作用。值得一提的是,在市场波动加剧的背景下,“特朗普看跌期权” 成为分析师关注的焦点。在特朗普身上,“看跌期权” 的意义可能是减税或表达对股市的支持。美银首席投资策略师迈克尔哈特内特指出,11月5日的收盘水平是 “特朗普看跌期权” 的第一执行价,低于该水平,多头仓位投资者期待政策制定者对市场提供口头支持 。","market":"us","thumbnail":"https://imgcloud.jrjimg.cn/2025/03/20250301082254020.png","type":0,"news_type":0,"thumbnails":["https://imgcloud.jrjimg.cn/2025/03/20250301082254020.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e08ee02b0205cbcb325fc5dfad417eae","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2025/03/01082548471562.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":"jinrongjie_highlight","symbols":["LU1035775433.USD","GB00BDT5M118.USD","LU2433249047.HKD","LU2237957902.USD","NVD","LU2106854487.HKD","2NVD.UK","LU0942090050.USD","BK4598","NVIW.SI","IE0004086264.USD","LU0127658192.USD","NVDS","LU0345770308.USD","LU2413666699.HKD","LU0124676726.USD","LU2491049909.HKD","BK4588","SG9999015986.USD","NVDU","3NVD.UK","LU2023250330.USD","LU2077746001.SGD","LU2087621335.USD","LU2237957811.SGD","LU2462157665.USD","NVDD","IE00B19Z8W00.USD","SNVD.UK","NVDX","BK4587","LU2430703251.USD","NVDS.UK","LU0494093205.USD","TSLL","LU1721428933.USD","TSYW.SI","BK4532","NVDA","NVD2.UK","LU0215105999.USD","LU0868494617.USD","TSLA","NVDY","NVD3.UK","LU2237438978.USD","BK4581","BK4529","LU1244550221.USD"],"gpt_icon":1},{"id":"2516586818","title":"英特爾俄亥俄州製造基地投運時間再度推遲","url":"https://stock-news.laohu8.com/highlight/detail?id=2516586818","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516586818?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 08:08","pubTimestamp":1740787682,"startTime":"0","endTime":"0","summary":"英特尔近日宣布,其位于美国俄亥俄州利金县新奥尔巴尼的Ohio One制造基地投运时间将进一步推迟。首座晶圆厂Mod 1预计于2030年完成建设,并在2030年至2031年间投运;Mod 2则计划于2031年竣工,2032年投运。该项目自2022年宣布以来,已多次调整时间表,最初的投产目标为2025年。目前,Ohio One项目已于2024年四季度完成地下室建设,现正进行地上结构施工。据当地媒体报道,英特尔已在该项目上投入37亿美元。公司表示,此次推迟是出于对财务的审慎考虑,以确保项目进度与市场需求保持一致。同时,英特尔保留了在客户需求允许的情况下加快投运速度的灵活性。","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=nesSN202503010813169896ee62&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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06:42","pubTimestamp":1740782559,"startTime":"0","endTime":"0","summary":"2月28日,英特尔表示,该公司承诺在美国俄亥俄州投资280亿美元的芯片制造工厂将面临进一步推迟,位于新奥尔巴尼的第一家工厂目前预计要到2030年才能完工。英特尔为了恢复失去的辉煌,曾出价高昂,试图成为其他公司的代工芯片制造商,结果导致其资产负债表紧张,此后英特尔一直在削减资本支出。英特尔表示,该公司在美国俄亥俄州的第二家工厂将于2031年完工,并将于2032年开始运营。","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=nesSN2025030106432196347adc&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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05:24","pubTimestamp":1740777878,"startTime":"0","endTime":"0","summary":"英特尔将进一步推迟俄亥俄州新半导体工厂的开业时间,标志着该芯片制造商扩张计划又一次遭遇挫折。\n 该厂原计划今年开始运营,但英特尔周五发布声明称,工厂要到2030年才能完工,预计2030或2031年方可投产。第二家工厂的竣工时间被推迟到2031年,可能于次年开始运营。\n “随着我们继续在美国各地进行投资,重要的是根据业务需求和更广泛的市场需求调整晶圆厂的投产时间,”英特尔副总裁兼全球运营负责人Naga Chandrasekaran在声明中说。“这一直是我们的做法,因为它使我们能够负责任地管理资本并适应客户的需求。”\n效果图\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:陈钰嘉","market":"us","thumbnail":"https://n.sinaimg.cn/finance/transform/105/w550h355/20250301/b480-23aaccecb8b1bb86347a8309b200f279.jpg","type":0,"news_type":0,"thumbnails":["https://n.sinaimg.cn/finance/transform/105/w550h355/20250301/b480-23aaccecb8b1bb86347a8309b200f279.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-03-01/doc-inenavuw9348621.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_us","symbols":["LU0321505439.SGD","INTC","BK4534","BK4535","LU0321505868.SGD","BK4533","BK4527","BK4550","LU0081259029.USD","BK4602","BK4575","BK4512","BK4515","BK4585","BK4605","BK4588","BK4543","BK4141","BK4529","BK4554","BK4579"],"gpt_icon":0},{"id":"2516878303","title":"易昆尼克斯跌1.14% 股價跌破900美元大關","url":"https://stock-news.laohu8.com/highlight/detail?id=2516878303","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516878303?lang=zh_tw&edition=fundamental","pubTime":"2025-03-01 02:58","pubTimestamp":1740769112,"startTime":"0","endTime":"0","summary":"北京时间2025年03月01日02时58分,易昆尼克斯股票出现异动,股价大幅跳水1.14%。截至发稿,该股报900.00美元/股,成交量28.4982万股,换手率0.29%,振幅1.51%。易昆尼克斯股票所在的房地产信托行业中,整体跌幅为0.39%。易昆尼克斯公司简介:Equinix在全球71个市场运营着260个数据中心。它总收入的44%来自美洲地区,35%来自欧洲、中东和非洲地区,21%来自亚太地区。Equinix约70%的收入来自向租户出租空间和相关服务,超过15%来自交互链接。","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=nesSN20250301025832abe12651&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, 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