美股詳情

本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務

半導體精選

2,941.77

-163.5466-5.27%

漲家數：1

跌家數：16

平家數：- -

市盈率：- -

高：3,104.02

開：3,104.02

低：2,939.89

收：3,105.45

資料載入中...

總覽新聞資訊

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

郭明錤：臺積電千億美元投資計劃長遠而言將是利好相信不會影響盈利

高通重塑連接：AI驅動的無線時代變革

21世纪经济报道

微芯科技裁員應對需求放緩：轉型求生，2000人面臨失業浪潮

美國研究綜述-加利福尼亞資源公司、禮來公司、馬斯泰克公司

《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”

臺積電斥資千億美元擴大對美投資陸行之：買到4年免死金牌

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

1000億美元，臺積電將建3座新晶圓廠+2座先進封裝設施

全球半导体观察

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。

1000億！臺積電將在美國再建5座芯片工廠

傳安森美將考慮收購汽車芯片廠商Allegro

臺積電CoWoS又傳遭砍單？供應鏈：相關訂單仍供不應求；美國“獵鷹9”火箭發射21顆“星鏈”衞星丨智能製造日報

台積電擴大在美投資強調在台日投資計劃不受影響

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

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/stock/BK4605/news?page=6"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"BK4605"},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"BK4605\",,,,,undefined,":{"symbol":"BK4605","market":"US","secType":"PLATE","nameCN":"半導體精選","latestPrice":2941.9055,"timestamp":1741288744785,"preClose":3105.4521,"halted":0,"volume":430299964,"delay":0,"changeRate":-0.052664,"change":-163.546631,"pbRate":8.678065,"amount":41441129695.90964,"amplitude":0.05285,"prevYearClose":3479.8164,"fiveDayClose":3142.8552,"twentyDayClose":3391.2693,"turnoverRate":0.009058,"marketCap":5498360520704,"floatMarketCap":5257525623040,"peRate":44.914288},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"BK4605\",,,,,undefined,":{"symbol":"BK4605","high":3104.017,"amplitude":0.05285,"preClose":3105.4521,"low":2939.893,"pbRate":"8.678065","latestPrice":2941.7737,"volume":430357450,"delay":0,"open":3104.017,"prevYearClose":3479.8164,"prevWeekClose":3218.7166,"prevMonthClose":3218.7166,"prevQuarterClose":3479.8164,"fiveDayClose":3142.8552,"twentyDayClose":3391.2693,"sixtyDayClose":3526.7297,"secType":"PLATE","market":"US","turnoverRate":0.009059,"peRate":44.914288,"marketCap":5498232049664,"floatMarketCap":5257402994944,"timestamp":1741288747454,"nameCN":"半導體精選"},"@#url:\"https://hq.skytigris.cn/api/global/plate/up_down\",method:\"POST\",data:#delay:false,bkCodes:@\"BK4605\",,,,undefined,":{"bkCode":"BK4605","up":1,"down":16,"flat":0},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"BK4605\",pageSize:16,pageCount:6,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2516640229","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2516640229","media":"环球网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516640229?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 16:56","pubTimestamp":1741078608,"startTime":"0","endTime":"0","summary":"在2025年世界移动通信大会期间，高通技术公司与诺基亚贝尔实验室联合宣布，双方通过持续合作在无线网络多厂商AI互操作性领域取得重要进展。基于创新的\"序列学习\"技术，两家企业成功实现了AI增强信道状态反馈系统的跨厂商互操作。","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=nesSN202503041658159638df30&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503041658159638df30&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4547","IE00BMPRXR70.SGD","LU0079474960.USD","LU1046421795.USD","LU1974910355.USD","SG9999001424.SGD","LU1261432733.SGD","BK4585","IE00BVYPNQ40.USD","SG9999015952.SGD","BK4604","LU1917777945.USD","BK4512","LU1035775433.USD","BK4575","GB00BDT5M118.USD","LU1084165304.USD","IE00BGHQDM52.EUR","BK4527","BK4581","BK4515","LU2023250504.SGD","SG9999015978.USD","BK4605","LU2247934214.USD","BK4588","BK4573","BK4532","IE00BMPRXN33.USD","BK4561","IE00BSNM7G36.USD","QCOM","LU2106854487.HKD","SG9999015945.SGD","BK4534","BK4579","BK4554","LU1119994496.HKD","LU1069344957.HKD","LU1823568750.SGD","BK4141","LU0061475181.USD","LU0868494617.USD","NOK","SG9999015986.USD","BK4020","IE00BVYPNP33.GBP"],"gpt_icon":1},{"id":"2516964714","title":"郭明錤：臺積電千億美元投資計劃長遠而言將是利好 相信不會影響盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2516964714","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516964714?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 16:27","pubTimestamp":1741076830,"startTime":"0","endTime":"0","summary":"格隆汇3月4日｜天风国际证券分析师郭明表示，台积电未来四年将在美国追加投资1000亿美元，认为这是一场双赢的谈判。台积电将可以为股东创造最大的利益，长远而言这将会是一个利好因素。他称，虽然1000亿美元投资规模似乎庞大，但并无规范细节，因此台积电可根据未来情况来作出弹性调整，相信不会影响台积电的盈利情况，认为台积电最大的挑战是来自市场需求，以及能否在先进制程更进一步。","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=nesSN202503041627199638d557&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503041627199638d557&s=b","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":"tencent","symbols":["LU2663582299.SGD","LU2125154778.USD","LU2471134952.CNY","LU2028103732.USD","LU0158827948.USD","LU2360032135.SGD","LU2294711713.HKD","LU2249611893.SGD","LU1917777945.USD","LU0572940350.SGD","BK4585","LU2271345857.HKD","IE00BQXX3F31.USD","BK4588","BK4605","03145","LU1868838027.USD","LU2250418816.HKD","LU2023251221.USD","LU2023250504.SGD","LU0264606111.USD","LU2506951792.HKD","IE00BHPRN162.USD","LU2089283258.USD","BK4527","LU1974910355.USD","LU2750360997.AUD","LU0878005551.USD","LU0082616367.USD","LU0143863198.USD","LU0719512351.SGD","LU2360106780.USD","BK4534","TSM","LU0823421416.USD","IE00B3M56506.USD","IE0004445239.USD","LU1868837722.USD","LU0541502299.USD","BK4532","LU1803068979.SGD","BK4505","BK4533","LU0158827781.USD","LU0889565833.HKD","LU1989772923.USD","LU2357125470.USD","BK4591","LU2458330243.SGD","LU1508157978.USD"],"gpt_icon":0},{"id":"2516641039","title":"高通重塑連接：AI驅動的無線時代變革","url":"https://stock-news.laohu8.com/highlight/detail?id=2516641039","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516641039?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 16:09","pubTimestamp":1741075774,"startTime":"0","endTime":"0","summary":"当下，AI推理正加速向终端侧转移。DeepSeekR1的出现，尤其是它所使用的蒸馏模型，证明了更小的高性能模型也能发挥巨大价值。“这些全新的AI能力意味着，可能几个月前或者一年前只能在云端运行的AI功能，如今可以在终端侧运行了。”高通技术公司产品市场副总裁IgnacioContreras近日向21世纪经济报道记者表示。AI时代，连接至关重要。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503043336003129.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/202503043336003129.html","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":"stock_eastmoney","symbols":["IE00BVYPNQ40.USD","LU1119994496.HKD","LU2247934214.USD","BK4575","BK4561","BK4579","LU2023250504.SGD","BK4573","BK4554","BK4527","BK4605","BK4515","BK4534","LU0868494617.USD","BK4141","IE00BGHQDM52.EUR","SG9999015952.SGD","QCOM","BK4588","LU1084165304.USD","SG9999015945.SGD","IE00BSNM7G36.USD","IE00BVYPNP33.GBP","LU1917777945.USD","LU2106854487.HKD","SG9999015986.USD","LU1069344957.HKD","SG9999015978.USD","LU0061475181.USD","BK4512","SG9999001424.SGD","LU1823568750.SGD","BK4585","BK4532","LU1046421795.USD","LU1974910355.USD","LU1035775433.USD","LU0079474960.USD","BK4604","BK4581","GB00BDT5M118.USD","LU1261432733.SGD"],"gpt_icon":1},{"id":"2516564679","title":"微芯科技裁員應對需求放緩：轉型求生，2000人面臨失業浪潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2516564679","media":"极客网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516564679?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 15:38","pubTimestamp":1741073931,"startTime":"0","endTime":"0","summary":"微芯科技预计，此次裁员及相关重组措施将产生约3000万至4000万美元的费用，其中包括现金遣散费和其他重组开支。这一决定较原计划提前了数月，通过裁员和关闭工厂等措施，微芯科技预计其年度运营成本将减少约9000万至1亿美元。总的来说，微芯科技的裁员决策是其在转型过程中迈出的重要一步。我们期待着微芯科技在未来的表现，并相信他们能够成功应对挑战，实现转型求生的目标。","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=nesSN20250304154017abe7623e&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304154017abe7623e&s=b","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":"tencent","symbols":["LU0353189680.USD","LU1720051108.HKD","LU1983260115.SGD","LU2357305700.SGD","LU0342679015.USD","BK4585","BK4604","LU0353189763.USD","BK4605","LU2087625088.SGD","BK4512","MCHP","LU1720051017.SGD","LU1548497426.USD","BK4529","LU0348723411.USD","BK4588","BK4141"],"gpt_icon":0},{"id":"2516371645","title":"美國研究綜述-加利福尼亞資源公司、禮來公司、馬斯泰克公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2516371645","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516371645?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 15:27","pubTimestamp":1741073269,"startTime":"0","endTime":"0","summary":"美国研究综述-加利福尼亚资源公司、礼来公司、马斯泰克公司路透社3月4日 - 华尔街证券分析师周二调整了对加利福尼亚资源公司、礼来公司和 Mastec 公司等几家美国上市公司的评级和目标价。要闻  * 加州资源公司CRC.N：Gerdes Energy Research将其评级从 \"中性 \"上调至 \"买入\"。* 礼来LLY.N：TD Cowen将目标价从900美元上调至1050美元 * Mastec Inc MTZ.N：TD Cowen将目标价从160美元上调至170美元以下是路透社周二报导的美国公司研究报告摘要。","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:nL3T3PN0PD:1","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":null,"symbols":["NOVA","LU0149725797.USD","LU0128525929.USD","LU0345780950.USD","BK4605","LU0557290698.USD","ABBV","LU2211815571.USD","LU0820561818.USD","LU0310800379.SGD","LU1057294990.SGD","SG9999015986.USD","LU0251132253.USD","LU1119994496.HKD","LU0965508806.USD","PLRX","BCSF","CRC","LU0528227936.USD","LU1074936037.SGD","LU1084165304.USD","LU1868836914.USD","LU0058720904.USD","LLY","LU1548497426.USD","LU2087625088.SGD","LU0417517546.SGD","IE00B4R5TH58.HKD","MCHP","LU1506573853.SGD","IE00BKVL7J92.USD","IE00BJJMRZ35.SGD","WMB","LU0187121727.USD","LU0466842654.USD","OKTA","IE00BFTCPJ56.SGD","LU1868837136.USD","MTZ","PTGX","LU1153585028.USD","LU0553294199.USD","GTLB","SG9999014880.SGD","NNI","LU0048584097.USD","LU1069347547.HKD","LU1670628061.USD","BK4166"],"gpt_icon":1},{"id":"2516434516","title":"《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”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516434516","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516434516?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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":"2516648011","title":"臺積電斥資千億美元擴大對美投資 陸行之：買到4年免死金牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648011","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648011?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 15:04","pubTimestamp":1741071898,"startTime":"0","endTime":"0","summary":"分析师陆行之指出，台积电应该算是买到四年免死金牌，明后年年度资本支出或将突破500亿美元。陆行之在脸书发文指出，台积电宣布未来4年要再花1000亿美元投资美国厂，应该算是买到4年的免死金牌，加上之前的650亿美元还没花完的，每年至少投资超过300亿美元在美国厂，如果台积电资本开支维持在35%营收的capital density，美国厂资本开支应该会超过中国台湾厂资本开支，应该考虑去亚利桑那州投资房地产，以后肯定出现一个美国版科学园区。","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=nesSN20250304150549989b1dc1&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304150549989b1dc1&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1917777945.USD","03145","BK4588","LU0316494557.USD","LU1267930813.SGD","BK4550","LU0124676726.USD","LU1989764748.USD","LU0488056044.USD","LU0094547139.USD","LU2125154778.USD","IE0004091025.USD","LU2360106780.USD","LU1852331112.SGD","LU0792757196.USD","LU0719512351.SGD","LU2491050071.SGD","SG9999000418.SGD","SGXZ81514606.USD","LU0572940350.SGD","IE00BQXX3F31.USD","LU2054465674.USD","LU2211815571.USD","BK4532","LU1508157978.USD","LU0353189763.USD","LU1282649810.SGD","LU2250418816.HKD","TSM","BK4503","IE00BQXX3D17.EUR","LU2458330243.SGD","LU2023251221.USD","SGXZ51526630.SGD","BK4505","LU1623119135.USD","LU2491049909.HKD","IE00BHPRN162.USD","LU1868837722.USD","BK4605","BK4512","LU0823414478.USD","LU0823414551.USD","IE0004086264.USD","LU0889566641.SGD","LU2023250504.SGD","LU0541502299.USD","IE00B3M56506.USD","LU2506951792.HKD","LU2237443978.SGD"],"gpt_icon":1},{"id":"2516864829","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2516864829","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516864829?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 15:01","pubTimestamp":1741071685,"startTime":"0","endTime":"0","summary":"路透台北3月4日 - 台湾股市周二收跌0.7%并创逾三个月新低；分析师称，受美股全面收黑及台积电2330.TWADRTSM.N收盘重挫等冲击，台股开低走低，台积电一度跌破1,000台币大关；惟随其宣布再对美国投资1,000亿美元，吸引低接买盘进场，带动指数跌幅收敛，短线有机会酝酿跌深反弹。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b9f54b948f6febb41a996e5b8650f1b6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250304:nL3S3PM0GA: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","BK4534","BK4535","LU0321505868.SGD","BK4533","BK4527","BK4550","LU0081259029.USD","BK4602","BK4575","BK4512","BK4515","BK4585","BK4605","BK4588","BK4543","BK4141","BK4529","BK4554","BK4579"],"gpt_icon":1},{"id":"2516648013","title":"1000億美元，臺積電將建3座新晶圓廠+2座先進封裝設施","url":"https://stock-news.laohu8.com/highlight/detail?id=2516648013","media":"全球半导体观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516648013?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 14:22","pubTimestamp":1741069367,"startTime":"0","endTime":"0","summary":"结合该消息可知，此前台积电在亚利桑那州的650亿美元投资仅覆盖三座晶圆厂，而新增的1000亿美元投资将额外建设三座晶圆厂，使台积电在美国的总晶圆厂数量达到六座，并加上2座先进封装设施，总投资额增至1650亿美元。图片来源：台积电先进封装：大厂技术布局与合作新篇台积电计划兴建的3座晶圆厂和2座先进封装设施选址备受关注。","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=nesSN20250304144815989b1929&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304144815989b1929&s=b","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":"tencent","symbols":["BK4503","IE0004086264.USD","BK4532","LU1917777945.USD","IE00BHPRN162.USD","LU2458330243.SGD","LU0094547139.USD","LU0823414551.USD","LU2491049909.HKD","LU0572940350.SGD","LU1852331112.SGD","BK4605","LU2023250504.SGD","03145","LU2237443978.SGD","SGXZ81514606.USD","LU0889566641.SGD","IE00B3M56506.USD","BK4505","LU2491050071.SGD","LU1868837722.USD","SGXZ51526630.SGD","LU2506951792.HKD","BK4550","LU2023251221.USD","IE00BQXX3F31.USD","LU0823414478.USD","LU0353189763.USD","LU0124676726.USD","IE00BQXX3D17.EUR","BK4512","LU2125154778.USD","LU1623119135.USD","LU2360106780.USD","LU0792757196.USD","LU1508157978.USD","LU2054465674.USD","LU0488056044.USD","LU0719512351.SGD","LU0316494557.USD","IE0004091025.USD","LU1989764748.USD","LU2211815571.USD","TSM","SG9999000418.SGD","LU1282649810.SGD","LU2250418816.HKD","LU1267930813.SGD","BK4588","LU0541502299.USD"],"gpt_icon":1},{"id":"2516614227","title":"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","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":"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":"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","BK4554","BK4579","BK4605","LU0321505439.SGD","BK4543","BK4529","BK4533","02342","BK4141","BK4515","BK4588","BK4585","BK4512","BK4534","LU0321505868.SGD","BK1529","BK4527","BK4602","BK4575","BK4550","LU0081259029.USD","BK1149","BK4535"],"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":"2516164027","title":"1000億！臺積電將在美國再建5座芯片工廠","url":"https://stock-news.laohu8.com/highlight/detail?id=2516164027","media":"满天芯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516164027?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 12:05","pubTimestamp":1741061151,"startTime":"0","endTime":"0","summary":"3月4日，美国总统特朗普宣布，台积电将在美国投资至少1000亿美元，建造“最先进的”芯片生产设施，总投资将至少达到1650亿美元。台积电董事长暨总裁魏哲家表示，未来数年将在美国再建造5座晶圆厂。此前，台积电正在进行650亿美元于亚利桑那州凤凰城的先进半导体制造的投资项目，其中包括在亚利桑那州建立三座晶圆厂。如今再增加1,000亿美元投资于美国的先进半导体制造，台积电在美国的总投资金额预计将达到1,650亿美元。","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=nesSN20250304165408abe78136&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304165408abe78136&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999000418.SGD","LU1868838027.USD","BK4602","LU0823414551.USD","LU0878005551.USD","LU1623119135.USD","LU2750360641.GBP","TSM","LU2111349929.HKD","LU0719512351.SGD","BK4527","IE00BQXX3F31.USD","LU0541501648.USD","BK4605","LU1868837722.USD","LU2028103732.USD","LU2237443622.USD","LU0541502299.USD","BK4533","03145","BK4548","IE0004091025.USD","LU0384037296.USD","BK4505","LU2023251221.USD","LU1803068979.SGD","LU2237443382.USD","LU2125154935.USD","LU2106854487.HKD","LU2089283258.USD","LU2471134796.USD","LU0316494557.USD","LU2054465674.USD","LU0143863784.USD","LU2249611893.SGD","BK4585","LU0143863198.USD","SGXZ81514606.USD","LU2471134952.CNY","BK4503","LU0158827781.USD","LU2133065610.SGD","LU1974910355.USD","LU2087625088.SGD","LU0158827948.USD","LU0823421416.USD","LU2458330169.SGD","LU2360106780.USD","LU2506951792.HKD","LU2357125470.USD"],"gpt_icon":1},{"id":"2516613882","title":"傳安森美將考慮收購汽車芯片廠商Allegro","url":"https://stock-news.laohu8.com/highlight/detail?id=2516613882","media":"芯智讯","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516613882?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 11:19","pubTimestamp":1741058340,"startTime":"0","endTime":"0","summary":"目前Allegro 的市值约为 41 亿美元，而安森美的市值约为 198 亿美元，尚不清楚安森美计划收购的出价金额。至于，Allegro是否欢迎安森美的收购要约也不确定。报道称，安森美对Allegro的收购兴趣可能会促使其他公司接洽Allegro。业界预期通过收购Allegro，安森美有望进一步扩展其汽车传感器产品线，特别是在磁传感器和电机控制系统领域，增强其在汽车芯片市场的竞争力。","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=nesSN20250304112140a25e1c26&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304112140a25e1c26&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1720051017.SGD","LU1720051108.HKD","BK4585","LU1548497426.USD","LU2360107325.USD","LU0124384867.USD","LU2298322129.HKD","BK4512","IE00BZ199S13.USD","LU1861215975.USD","LU1854104046.USD","LU1978683503.SGD","BK4605","BK4588","IE00BD6J9T35.USD","LU1861220033.SGD","LU0724618433.USD","ON","LU0348723411.USD","LU1861214812.USD","LU1854103824.USD","LU1861219969.SGD","LU2357305700.SGD","BK4141"],"gpt_icon":0},{"id":"2516464022","title":"臺積電CoWoS又傳遭砍單？供應鏈：相關訂單仍供不應求；美國“獵鷹9”火箭發射21顆“星鏈”衞星丨智能製造日報","url":"https://stock-news.laohu8.com/highlight/detail?id=2516464022","media":"创业邦","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516464022?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 11:10","pubTimestamp":1741057832,"startTime":"0","endTime":"0","summary":"台积电昨日表示不回应相关传闻。封测供应链指出，近期CoWoS相关订单仍供不应求，没有被砍单，可能是制程升级转换，甚至可能是有客户开始布局下世代扇出型面板级封装，导致误解。扫码订阅智能制造产业日报，精选行业新闻，帮你省时间！","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=nesSN20250304164802a25e9139&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250304164802a25e9139&s=b","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":"tencent","symbols":["LU2237443622.USD","LU2106854487.HKD","LU2750360641.GBP","LU0719512351.SGD","LU2089283258.USD","BK4585","LU0143863784.USD","LU2125154935.USD","LU2360106780.USD","LU2471134796.USD","LU2237443382.USD","TSM","SG9999000418.SGD","BK4602","LU0384037296.USD","LU0158827781.USD","LU2357125470.USD","LU1974910355.USD","LU0541501648.USD","03145","LU0158827948.USD","LU2506951792.HKD","LU2028103732.USD","BK4503","SGXZ81514606.USD","BK4527","LU2249611893.SGD","BK4505","BK4548","LU2054465674.USD","LU0143863198.USD","LU0823414551.USD","IE0004091025.USD","LU1868837722.USD","LU2087625088.SGD","LU1803068979.SGD","LU0823421416.USD","LU0316494557.USD","BK4605","LU1868838027.USD","LU2023251221.USD","LU2458330169.SGD","LU2471134952.CNY","LU2133065610.SGD","LU0541502299.USD","LU1623119135.USD","LU0878005551.USD","IE00BQXX3F31.USD","BK4533","LU2111349929.HKD"],"gpt_icon":1},{"id":"2516690382","title":"台積電擴大在美投資 強調在台日投資計劃不受影響","url":"https://stock-news.laohu8.com/highlight/detail?id=2516690382","media":"联合早报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516690382?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 10:41","pubTimestamp":1741056066,"startTime":"0","endTime":"0","summary":"综合台湾风传媒和《自由时报》报道，台积电星期二发声明强调，公司在日本和台湾的投资规划不会因美国追加投资受到任何影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/china/story20250304-5961594","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/story20250304-5961594","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":"zaobao_highlight","symbols":["LU1282649067.USD","LU2089283258.USD","SG9999000418.SGD","IE00B5TLWC47.USD","LU2360032135.SGD","IE00B3M56506.USD","LU2211815571.USD","LU0792757196.USD","LU2471134796.USD","BK4581","BK4548","LU0572939691.SGD","LU2133065610.SGD","BK4141","LU2237443978.SGD","BK4602","LU0056508442.USD","LU0889565833.HKD","LU1989764664.SGD","LU0823421416.USD","LU2111349929.HKD","03145","LU1868838027.USD","LU2471134879.HKD","BK4605","LU1508157978.USD","SGXZ99366536.SGD","LU1712237335.SGD","LU2271345857.HKD","IE0004091025.USD","TSM","IE00BQXX3F31.USD","LU2750360997.AUD","LU2054465674.USD","BK4585","LU2491049909.HKD","LU0082616367.USD","BK4527","LU2250418816.HKD","BK4534","BK4554","LU0124676726.USD","BK4591","IE0004086264.USD","LU0488056044.USD","LU0878005551.USD","LU0823414478.USD","LU2125154935.USD","BK4505","LU2750360641.GBP"],"gpt_icon":1},{"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}],"pageSize":16,"totalPage":25,"pageCount":6,"totalSize":391}]}}