美股詳情

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半導體精選

2,941.30

-164.1523-5.29%

漲家數：2

跌家數：15

平家數：- -

市盈率：- -

高：3,104.02

開：3,104.02

低：2,934.39

收：3,105.45

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總覽新聞資訊

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

臺積電在美國：再建三座晶圓廠，兩座封測廠

半导体行业观察

24小時環球政經要聞全覽 | 3月4日

微芯科技宣佈裁員 2000 人，以應對汽車芯片需求放緩

臺積電(TSM.US)千億美元加碼美國建廠力挺特朗普AI芯片本土製造戰略

英偉達重挫8%！

臺積電計劃在美追加1000億美元投資擴產芯片製造產能

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

安森美半導體盤中異動大幅跳水5.02%

格芯盤中異動下午盤股價大跌5.00%

美光科技盤中異動急速下挫3.08%報90.75美元

邁威爾科技盤中異動急速下挫5.02%報87.22美元

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06:44","pubTimestamp":1741041840,"startTime":"0","endTime":"0","summary":"周一，美股全线收跌，道指跌1.48%，标普500指数跌1.76%，纳斯达克指数跌2.64%，关税忧虑及科技股看跌期权激增令市场承压，其中英伟达跌超8%。摩根大通的供应链调查显示，英伟达、Marvell亚马逊等客户确实下调了2025年的CoWos订单预期，降幅约为8-10%。英伟达的看跌期权持仓正在快速累积，根据野村证券数据，行权价在115至130美元之间的合约已导致交易商负向gamma值积累，这可能在交易商调整持仓时加剧价格波动。","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/2025-03-04/doc-inenmtfx5725083.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1720051017.SGD","3NVD.UK","LU1429558221.USD","LU2471134796.USD","SNVD.UK","SG9999004303.SGD","NVD3.UK","IE00BZ1G4Q59.USD","NVD2.UK","LU0494093205.USD","LU2552382132.HKD","LU0234570918.USD","BK4529","LU0006306889.USD","BK4534","LU1496350171.SGD","LU2360107168.USD","LU2458330169.SGD","LU1035775433.USD","IE00B3M56506.USD","SGXZ51526630.SGD","NVDA","IE00B7KXQ091.USD","LU0466842654.USD","LU0788109477.HKD","LU1935042991.SGD","LU0289960550.SGD","BK4605","IE00B19Z8X17.USD","LU1791710400.SGD","LU2294711713.HKD","IE0034235188.USD","LU0417517546.SGD","NVDD","NVDS.UK","HK0000320264.USD","IE00B775H168.HKD","NVDU","2NVD.UK","LU1629891620.HKD","LU2756315318.SGD","NVIW.SI","NVDS","LU0072462426.USD","LU1548497426.USD","BK4579","NVDY"],"gpt_icon":1},{"id":"2516914816","title":"臺積電計劃在美追加1000億美元投資 擴產芯片製造產能","url":"https://stock-news.laohu8.com/highlight/detail?id=2516914816","media":"CNMO","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516914816?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 06:35","pubTimestamp":1741041300,"startTime":"0","endTime":"0","summary":"台积电计划在美追加1000亿美元投资 扩产芯片制造产能据《华尔街日报》报道，苹果iPhone处理器供应商台积电计划在美国追加1000亿美元投资，用于芯片制造生产。消息称，特朗普在当地时间3月3日正式宣布这一投资，大部分投资将在亚利桑那州进行。这一举措与苹果公司近期宣布的5000亿美元美国制造计划遥相呼应，尽管苹果的投资规模仍存争议。台积电此前已在2020年承诺向亚利桑那州投资120亿美元，以建立晶圆厂。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/spider20250304/138/w600h338/20250304/29ce-624d23779cce7b52f5d088d86ce09dca.jpg/w120h90l50t18d8.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20250304/138/w600h338/20250304/29ce-624d23779cce7b52f5d088d86ce09dca.jpg/w120h90l50t18d8.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-03-04/detail-inenmxpt8858185.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, 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