美股詳情

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半導體精選

3,025.33

+116.083.99%

漲家數：13

跌家數：4

平家數：- -

市盈率：- -

高：3,070.10

開：2,979.92

低：2,979.92

收：2,909.52

資料載入中...

BUZZ-芯片、人工智能相關股票下跌，英偉達走低

英偉達持續下挫現跌幅擴大至3%

每日经济新闻

博通盤中異動早盤股價大跌3.05%報206.44美元

美光科技盤中異動股價大跌3.00%報94.78美元

英偉達盤中異動股價大跌3.02%

臺積電盤中異動早盤股價大跌3.02%報188.74美元

安意法半導體通線，國產碳化硅功率芯片一兩年內將大規模“上車”

英特爾盤中異動急速拉昇3.00%

英偉達“成績單”已揭曉，華爾街滿意嗎？

曝英特爾18A工藝良品率不足三成 2025下半年量產成疑

GPLP犀牛财经

更大的機會還在後面

三安意法重慶8英寸碳化硅項目正式通線，Q4實現批量生產

美光科技(MU)盤前漲超1% 新一代DRAM內存開始出貨性能較上一代提升15%

Meta考慮收購韓國AI芯片創企FuriosaAI 臺積電考慮投資該公司

美股異動｜美光科技盤前續漲1.7% 1γ DRAM內存開始出貨性能較上一代提升15%

港股那点事

段永平宣佈：我準備買英偉達了，AI值得關注，英偉達很不錯（附英偉達分析師會議記錄）

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22:45","pubTimestamp":1740667558,"startTime":"0","endTime":"0","summary":"2月27日，三安光电与意法半导体在重庆合资设立的安意法半导体碳化硅晶圆工厂正式通线，预计2025年四季度批量生产，全面达产后每周可以生产约1万片车规级晶圆，将成为国内首条8英寸车规级碳化硅功率芯片规模化量产线。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202502273332013722.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202502273332013722.html","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":"stock_eastmoney","symbols":["BK4604","BK4585","BK4141","IE00BMPRXN33.USD","BK4588","BK4554","IE00BMPRXR70.SGD","STM","BK4605"],"gpt_icon":0},{"id":"2514710385","title":"英特爾盤中異動 急速拉昇3.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514710385","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514710385?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 22:36","pubTimestamp":1740666968,"startTime":"0","endTime":"0","summary":"北京时间2025年02月27日22时36分，英特尔股票出现异动，股价快速上涨3.00%。英特尔股票所在的半导体行业中，整体涨幅为0.29%。英特尔在个人电脑和服务器终端市场的中央处理器领域仍然保持着市场份额领先地位。此外，英特尔希望将其芯片制造能力运用到外包代工模式中，为其他公司制造芯片。与此同时，也有报道称，特朗普政府正试图促成一项交易，涉及英特尔的制造业务，其中包括将台积电置于该业务的管理之下。","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=nesSN202502272236099632b1e0&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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21:40","pubTimestamp":1740663601,"startTime":"0","endTime":"0","summary":"瑞银表示，英伟达的报告或许存在个别可挑剔之处，但该行仍保持积极评价——尤其是在GTC大会召开的几周前。","market":"hk","thumbnail":"https://static.tigerbbs.com/79b3d2ec22600aabe5e7f9248b7bb580","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/79b3d2ec22600aabe5e7f9248b7bb580"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://xnews.jin10.com/webapp/details.html?id=165081&type=news&data_type=0","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"xnew_highlight","symbols":["LU2083900584.USD","LU0203202063.USD","LU2211815571.USD","LU1037948897.HKD","LU2417539215.USD","LU0965509283.SGD","LU2592432038.USD","BK4605","LU0354030438.USD","IE00BK4W5L77.USD","LU0689472784.USD","LU0444971666.USD","IE00B19Z9505.USD","LU1429558221.USD","LU1699723380.USD","LU0472753341.HKD","IE00BN29S564.USD","SGXZ51526630.SGD","IE00BJTD4V19.USD","NVDA","LU0466842654.USD","LU1084165304.USD","LU1127390331.HKD","LU2023250330.USD","LU1720051017.SGD","IE00BWXC8680.SGD","LU2471134523.USD","IE00B1XK9C88.USD","HK0000320264.USD","LU1551013425.SGD","BK4503","BK4554","LU0061474960.USD","LU0267386448.USD","LU2286300806.USD","IE00BDCRKT87.USD"],"gpt_icon":1},{"id":"2514803357","title":"曝英特爾18A工藝良品率不足三成 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18:31","pubTimestamp":1740652260,"startTime":"0","endTime":"0","summary":"更便宜、高效的DeepSeek出来后，AI的短期逻辑受到扰动，市场一度出现恐慌。在这些担心中，美股大跌，一些科技巨头出现20cm的跌幅。相比美股科技股，这段时间买港股和大A的就幸福多了。回顾过往数据，恒生科技出现过26次单日上涨超6%的情况，其中6次出现在上行行情中的加速阶段。大家不要在前一天暴涨之后，跑去追高。今年风头最盛的机器人ETF，盘中一度下跌超过3%。而等待科技回调出现，也正是给了我们上车的机会。","market":"sg","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/money/fund/jjzl/2025-02-27/doc-inemxrki3121586.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":["BK4567","NVD3.UK","NVDA","LU2237957902.USD","NVDY","LU2023250330.USD","LU0081259029.USD","NVDS.UK","2NVD.UK","BK4581","LU1316542783.SGD","BK4605","IE00B19Z8W00.USD","LU2360106780.USD","NVDD","NVDS","NVDU","LU0061474705.USD","LU2077746001.SGD","NVD2.UK","LU0444971666.USD","LU1868836914.USD","IE00BDCRKT87.USD","IE00BDRTCR15.USD","NVDX","BK4529","LU0823434583.USD","LU1633808545.USD","LU0109392836.USD","LU2237957811.SGD","SG9999002224.SGD","LU1814569148.SGD","LU2756315664.SGD","LU0323591593.USD","NVD","LU1323610961.USD","LU1037948541.HKD","SNVD.UK","LU1571399168.USD","LU1699723380.USD","LU1923622614.USD","SG9999014567.USD","LU0788109477.HKD","NVIW.SI","LU0079474960.USD","3NVD.UK","BK4550","LU2506951792.HKD","LU1815336760.USD"],"gpt_icon":1},{"id":"2514872354","title":"三安意法重慶8英寸碳化硅項目正式通線，Q4實現批量生產","url":"https://stock-news.laohu8.com/highlight/detail?id=2514872354","media":"爱集微","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514872354?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 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美光科技(MU)盘前涨超1%，截至发稿，报99.23美元。消息面上，存储芯片大厂美光科技2月26日宣布，已向生态系统合作伙伴及部分客户提供基于1γ节点、第六代DRAM节点的DDR5内存样品。据介绍，基于1γ节点的16Gb 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臺積電考慮投資該公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2514876572","media":"爱集微","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514876572?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 17:37","pubTimestamp":1740649063,"startTime":"0","endTime":"0","summary":"据报道，台积电正在考虑对韩国芯片设计新创公司FuriosaAI进行战略性投资。同时有报道称，美国科技巨头Meta正在考虑实现数据中心芯片组合多元化，因此正在考虑收购FuriosaAI。FuriosaAI 2月27日声明，与台积电的投资谈判从2024年第四季度开始，这也是FuriosaAI本次募资的一部分，是与Meta达成最新合并协议的独立交易。目前，FuriosaAI与台积电全球正在讨论投资规模和条件，但尚未确定。2021年，FuriosaAI推出了首款产品Warboy，采用三星14nm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=nesSN2025022717380696325db5&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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1γ DRAM內存開始出貨 性能較上一代提升15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514887691","media":"港股那点事","labels":["productRelease","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514887691?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 17:34","pubTimestamp":1740648840,"startTime":"0","endTime":"0","summary":"格隆汇2月27日｜昨日涨近5%的美光科技(MU.US)盘前续涨1.7%。消息上，存储芯片大厂美光科技2月26日宣布，已向生态系统合作伙伴及部分客户提供基于1γ节点、第六代DRAM节点的DDR5内存样品。据介绍，基于1γ节点的16Gb DDR5产品DDR5内存速度可达9200MT/s，较上一代提升15%。(格隆汇)\n\n\n海量资讯、精准解读，尽在新浪财经APP","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/stock/bxjj/2025-02-27/doc-inemxmaf7870832.shtml","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":"sina","symbols":["LU1852331112.SGD","IE00B19Z3581.USD","BK4512","BK4554","BK4588","LU0056508442.USD","MU","LU1366333091.USD","BK4543","BK4527","BK4533","LU0889566641.SGD","LU2250418816.HKD","IE00B7SZLL34.SGD","LU1316542783.SGD","LU2048586759.USD","BK4141","IE0002270589.USD","BK4575","LU2211815571.USD","LU0081259029.USD","BK4585","BK4553","LU0127658192.USD","BK4566","LU1267930813.SGD","BK4579","BK4532","LU0157215616.USD","BK4605","LU2286300806.USD","LU0082616367.USD","LU0719512351.SGD","IE00B19Z3B42.SGD","LU2360106780.USD","LU0792757196.USD","DRAM","GB00BDT5M118.USD","LU0642271901.SGD"],"gpt_icon":0},{"id":"2514587139","title":"段永平宣佈：我準備買英偉達了，AI值得關注，英偉達很不錯（附英偉達分析師會議記錄）","url":"https://stock-news.laohu8.com/highlight/detail?id=2514587139","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514587139?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 17:31","pubTimestamp":1740648660,"startTime":"0","endTime":"0","summary":"在英伟达发布2024年四季度财报之后，段永平今早在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”财报显示，英伟达第四财季总营收达到393.31亿美元，同比增长78%；净利润为220.66亿美元，同比增长72%。段永平所说的卖出put，表达的是对英伟达股票价格不会大幅下跌的预期。","market":"sh","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/stock/stockzmt/2025-02-27/doc-inemxmap0870827.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":["LU0965509010.AUD","LU2357305700.SGD","IE00B19Z8X17.USD","LU0882574139.USD","LU1623119135.USD","LU0942090050.USD","LU0345769128.USD","LU1989772840.SGD","NVDU","LU0672654240.SGD","BK4605","NVDY","LU2360032135.SGD","NVDS.UK","LU0094547139.USD","LU0276348264.USD","NVDS","NVDL","3NVD.UK","NVD3.UK","LU1989764664.SGD","LU0096364046.USD","NVDD","LU2237957902.USD","LU2236285917.USD","LU0348723411.USD","LU1720051108.HKD","LU0689626769.HKD","LU1127390331.HKD","LU1861220033.SGD","IE00BJLML261.HKD","LU0081259029.USD","LU2092627202.USD","BK4608","SNVD.UK","LU2106854487.HKD","LU1069344957.HKD","LU0823421333.USD","NVD2.UK","NVDX","LU0203201768.USD","IE00BKVL7J92.USD","LU2191332357.HKD","2NVD.UK","NVIW.SI","LU0823421416.USD","NVD","NVDA","SG9999004303.SGD","IE00BDCRKT87.USD"],"gpt_icon":0}],"pageSize":16,"totalPage":23,"pageCount":21,"totalSize":365}]}}