美股詳情

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半導體精選

3,032.33

+122.814.22%

漲家數：9

跌家數：8

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...

WING ON CO(00289)註銷3.3萬股已回購股份

【日股收評】英偉達不是救星！日經225勉強收漲，這一個股拖累最大

AMD CEO蘇姿豐：我們和英偉達觀點不同 AI領域不存在“一刀切”

快科技官方

臺經濟部長：臺積電海外合資需要政府批准

業績依然堅挺！段永平：英偉達很難看懂的並不是短期的增長，而是長期的護城河

據知情人士稱，台積電正在考慮投資韓國人工智能芯片設計初創公司Furiosa AI，後者正在與Meta進行收購談判。

Blackwell需求強勁，英偉達Q4收入同比增長78%

中关村在线

一顆芯片被全球瘋搶背後，藏着英偉達的隱憂

英偉達穩住了，黃仁勳最該感謝的，就是梁文鋒

低預算之選！AMD鋭龍AI 5 340首次跑分：集顯性能提升20%

英偉達(NVDA.US)業績會：GB200推廣進展順利繼續擴大規模應對客戶對Blackwell的需求

智通财经网

Jim Keller再入局一家RISC-V公司

半导体行业观察

《匯市簡訊》美元指數持穩，但日線圖維持看跌傾向

英偉達Q4營收飆升78%，AI芯片需求強勁

英偉達和預期的數一模一樣

腾讯自选股

英偉達CEO黃仁勳回應“AI已經成為主流”：任何人都處在新科技轉型的起點，所有軟件和服務都將和AI相關。

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15:45","pubTimestamp":1740642316,"startTime":"0","endTime":"0","summary":"传闻全球最大芯片制造商台积电将与美国科技巨头英特尔组成合资公司，台湾经济部长郭智辉星期四（2月27日）说，台积电在进行任何海外合资项目前，都需要获得政府许可，但政府不会干涉公司的决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/china/story20250227-5939861","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/china/story20250227-5939861","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"zaobao_highlight","symbols":["LU0143863198.USD","SGXZ51526630.SGD","BK4534","LU0158827948.USD","LU1508157978.USD","LU2357125470.USD","LU0124676726.USD","BK4605","LU2663582299.SGD","LU2471134796.USD","LU0109392836.USD","LU0094547139.USD","IE00B5TLWC47.USD","LU0488056044.USD","BK4533","LU2237443978.SGD","BK4526","LU2133065610.SGD","LU2471134952.CNY","LU1282649067.USD","03145","LU1989772840.SGD","LU0572939691.SGD","LU2237443382.USD","IE0004091025.USD","LU2360032135.SGD","LU0823421416.USD","LU0264606111.USD","LU2294711713.HKD","LU1974910355.USD","LU0823414478.USD","BK4554","BK4505","IE00B3M56506.USD","BK4591","LU0889566641.SGD","LU2023250504.SGD","SG9999000418.SGD","SGXZ99366536.SGD","LU0158827781.USD","LU2211815571.USD","IE00BD6J9T35.USD","LU2237443622.USD","LU0541501648.USD","BK4527","IE00BFXG0V08.USD","LU2271345857.HKD","LU1211504680.USD","TSM","LU1989764664.SGD"],"gpt_icon":0},{"id":"2514828441","title":"業績依然堅挺！段永平：英偉達很難看懂的並不是短期的增長，而是長期的護城河","url":"https://stock-news.laohu8.com/highlight/detail?id=2514828441","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514828441?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 15:01","pubTimestamp":1740639660,"startTime":"0","endTime":"0","summary":"　　美东时间2月26日盘后，英伟达发布了2025财年第四季度财报。　　财报显示，英伟达第四财季营收393.31亿美元，比去年同期增长78%，净利润为220.66亿美元，同比增长72%。　　“英伟达很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10年后的英伟达肯定还在，但还是目前的市场地位吗？”　　2024年4月，段永平就发表过类似观点“以前没看懂（英伟达），现在再看也还是没懂，搞不清楚这家公司10年后会是更好还是不如现在”。","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/roll/2025-02-27/doc-inemxeum6519512.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":["LU1629891620.HKD","LU2237957902.USD","NVD","LU2106854487.HKD","LU0708995401.HKD","2NVD.UK","NVIW.SI","BK4592","LU2417539215.USD","LU0316494557.USD","IE0005OL40V9.USD","LU1323610961.USD","LU0719512351.SGD","NVDS","LU0234572021.USD","LU1935043023.USD","LU1804176565.USD","LU2065170008.USD","NVDU","3NVD.UK","LU0957808578.USD","LU1935042488.USD","HK0000306685.HKD","LU0094547139.USD","NVDD","LU0238689110.USD","BK4550","SNVD.UK","NVDX","LU0823434583.USD","NVDS.UK","LU1244550494.USD","LU1923622291.USD","LU1861215975.USD","LU2750360641.GBP","LU0354030438.USD","NVDA","NVD2.UK","BK4605","IE0034235303.USD","LU0444973449.USD","NVDY","LU0061474705.USD","LU0820561818.USD","LU1718418525.SGD","NVD3.UK","LU1839511570.USD","LU0511384066.AUD","LU2360106780.USD"],"gpt_icon":1},{"id":"2514157849","title":"據知情人士稱，台積電正在考慮投資韓國人工智能芯片設計初創公司Furiosa AI，後者正在與Meta進行收購談判。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514157849","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514157849?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 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13:27","pubTimestamp":1740634020,"startTime":"0","endTime":"0","summary":"在公布第四季度收入之后，2025财年收入也出炉，财报显示，英伟达2025财年较上一财年增长114%，达到1305亿美元。英伟达在第四季度展现出了收入增长的良好态势，其CEO黄仁勋强调，Blackwell的强劲市场需求对收入增长的推动作用不容忽视。他透露，英伟达成功实现了Blackwell 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的数据中心业务部门。","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/jjxw/2025-02-27/doc-inemxeui7907776.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":["LU2191332357.HKD","LU0640476718.USD","NVDS","NVDU","SG9999014542.SGD","LU0109391861.USD","NVD","NVDL","LU0965509283.SGD","SG9999000418.SGD","IE00B3M56506.USD","LU1988902786.USD","NVDS.UK","LU0267386448.USD","SNVD.UK","BK4605","LU0417517546.SGD","LU1861220033.SGD","NVDD","NVDY","LU1064131342.USD","NVDX","2NVD.UK","3NVD.UK","LU1244550577.SGD","LU1069344957.HKD","LU2125909593.SGD","LU2360032135.SGD","HK0000306685.HKD","LU0965509101.SGD","LU2602419157.SGD","LU0345769631.USD","NVD3.UK","LU2413666426.HKD","IE00B19Z8X17.USD","IE0005OL40V9.USD","LU1037948897.HKD","LU0061474960.USD","LU0234572021.USD","LU2077746001.SGD","NVDA","NVIW.SI","159813","LU0256863811.USD","SG9999001424.SGD","LU2023250330.USD","IE00B19Z8W00.USD","LU2083900584.USD","NVD2.UK","LU2361044949.HKD"],"gpt_icon":0},{"id":"2514843744","title":"英偉達穩住了，黃仁勳最該感謝的，就是梁文鋒","url":"https://stock-news.laohu8.com/highlight/detail?id=2514843744","media":"直面AI","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514843744?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 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5 340首次跑分：集顯性能提升20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514845902","media":"驱动之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514845902?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 12:11","pubTimestamp":1740629492,"startTime":"0","endTime":"0","summary":"近日锐龙 AI 5 340 Krackan Point在Geekbench上进行了跑分，我们也得以知道其集成显卡的性能测试结果。数据显示，锐龙AI 5 340集成的Radeon 840M OpenCL测试得分达到了14285分，相比上一代Radeon 740M提升了约19%。不过和740M一样，Radeon 840M在AMD的RDNA 3.5集成显卡系列中属于入门级，相比之下，中端的Radeon 860M在相同测试中比840M快约55%，而高端的Radeon 890M则快约260%。规格方面，锐龙AI 5 340拥有6个核心和12线程，最高频率可达4.8GHz，集成的840M具有四个GPU计算单元。","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://tech.ifeng.com/c/8hJPYl21jk3","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"低预算之选！AMD锐龙AI 5 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繼續擴大規模應對客戶對Blackwell的需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2514810317","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514810317?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 11:17","pubTimestamp":1740626220,"startTime":"0","endTime":"0","summary":"美东时间周三盘后，英伟达在2025财年第四季度财报电话会议上表示，当前，GB200的推广进展顺利，尽管面临复杂性挑战，但需求强劲。公司将继续扩大规模，应对客户对Blackwell系统的需求。在英伟达3月举行的GTC大会上，Blackwell Ultra、Verarubin以及更多真正令人兴奋的新产品将会出现。A：在我们的Blackwell量产期间，我们的毛利率将处于70%的低位。因此，现在我们已经成功地提高了Blackwell的产量。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1c852e3add3ab604b07a37cf14a0bdfa","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2025-02-27/doc-inemwuek7220318.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":["LU2125909759.SGD","LU2458330243.SGD","NVIW.SI","SGXZ51526630.SGD","NVD2.UK","LU0069063385.USD","LU0476273544.USD","LU2491050154.USD","LU0347712357.USD","LU0061474960.USD","LU2430703095.HKD","NVDS.UK","LU1791710400.SGD","SG9999015986.USD","IE00BHPRN162.USD","NVDU","LU0061474705.USD","SNVD.UK","BK4608","NVDS","SG9999004303.SGD","IE00BYXW3230.USD","LU0238689110.USD","LU1551013342.USD","3NVD.UK","LU1037948541.HKD","NVDY","IE00BMPRXN33.USD","LU1861127337.USD","2NVD.UK","BK4581","LU1983260115.SGD","LU1066051225.USD","LU2063271972.USD","LU0985320562.USD","NVD","NVDX","BK4605","IE00BKPKM429.USD","LU2756315664.SGD","NVDA","LU2750360997.AUD","IE00BJJMRY28.SGD","LU0127658192.USD","LU1267930730.SGD","NVDD","LU2471134879.HKD","NVD3.UK","LU0109391861.USD"],"gpt_icon":1},{"id":"2514781244","title":"Jim Keller再入局一家RISC-V公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2514781244","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514781244?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 10:01","pubTimestamp":1740621660,"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tomshardware，谢谢。此前，我们曾报道，传奇 CPU 设计师、 Tenstorrent首席执行官 Jim Keller投资了由英特尔前知名员工领导的RISC-V初创公司AheadComputing。本周，Jim Keller宣布，他已加入AheadComputing董事会。鉴于其联合创始人的专业知识和 Jim Keller 的评论，AheadComputing 似乎可能会专注于 AI 和 HPC 并支持 IP，这与 Jim Keller 的 Tenstorrent 的重点相似。Marr 在 AADG 任职期间，Jim Keller 曾在英特尔工作。","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/stock/relnews/us/2025-02-27/doc-inemwuer6696973.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":["BK4550","BK4585","BK4535","BK4543","BK4533","LU0321505439.SGD","LU0081259029.USD","BK4575","BK4534","BK4141","BK4588","INTC","BK4527","BK4602","LU0321505868.SGD","BK4579","BK4529","BK4554","BK4605","BK4515","BK4512"],"gpt_icon":1},{"id":"2514018818","title":"《匯市簡訊》美元指數持穩，但日線圖維持看跌傾向","url":"https://stock-news.laohu8.com/highlight/detail?id=2514018818","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514018818?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 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