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美股
詳情
本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
GLOBALFOUNDRIES Inc.
33.11
+1.40
4.42%
盤後:
33.25
0.1400
+0.42%
17:18 EDT
成交量:
201.66萬
成交額:
6,753.82萬
市值:
183.07億
市盈率:
-68.98
高:
34.44
開:
33.45
低:
32.94
收:
31.71
資料載入中...
總覽
公司
新聞
公告
【納指收漲2% 蘋果漲超4%】美股三大指數集體收漲,納斯達克指數漲2.06%,標普500指數漲1.81%,道瓊斯指數漲1.56%。大型科技股多數上漲,蘋果漲超4%,英偉達漲超3%,谷歌、亞馬遜漲超2%。芯片股多數上漲,博通、AMD漲超5%,臺積電漲近4%。
金融界
·
04-12
格芯4月10日成交額為6968.00萬美元
市场透视
·
04-11
【美股“七姐妹”|特斯拉跌超7%】週四,美國科技股七巨頭指數下跌6.67%,報137.73點。特斯拉收跌7.27%,Meta Platforms跌6.74%,英偉達跌5.91%,亞馬遜跌5.24%,蘋果跌4.24%,谷歌A跌3.71%,微軟跌2.34%。此外,AMD收跌8.41%,臺積電ADR跌4.8%,禮來製藥跌4.35%,巴菲特旗下伯克希爾哈撒韋B類股跌1.07%。
金融界
·
04-11
格芯盤中異動 股價大跌5.00%
市场透视
·
04-10
英特爾市值約AMD的六成 股價僅AMD的四分之一
中关村在线
·
04-10
Intel股價跌至16年來最低!不到AMD四分之一
Ofweek光电信息网
·
04-10
【美股“七姐妹”|特斯拉收漲超22%,英偉達漲超18%,蘋果漲超15%】週三,美國科技股七巨頭指數漲14.00%,報144.38點。特斯拉收漲22.64%,英偉達漲18.72%,蘋果漲15.33%,Meta Platforms漲14.76%,亞馬遜漲11.98%,微軟漲10.13%,谷歌A漲9.63%。此外,AMD收漲23.82%,臺積電ADR漲12.29%,巴菲特旗下伯克希爾哈撒韋B類股漲5.84%,禮來漲3.78%。
金融界
·
04-10
格芯盤中異動 股價大漲5.00%報31.89美元
市场透视
·
04-10
Lightmatter 展示可減少人工智能能耗的新型計算機芯片
路透中文
·
04-09
格芯盤中異動 股價大跌5.03%
市场透视
·
04-09
【KeyBanc下調AMD評級至“中性”】KeyBanc Capital Markets發佈研報指,將AMD的評級從“增持”下調至“中性”,主要因為對其在中國市場的人工智能(AI)業務可持續性以及與英特爾之間可能引發的價格戰表示擔憂。(格隆匯)
金融界
·
04-08
英特爾尷尬了,AMD X86 CPU份額創歷史新高,達到25%
Ofweek维科网
·
04-08
格芯4月7日成交額為1.41億美元
市场透视
·
04-08
【美股“七姐妹”|英偉達收漲3.6%,特斯拉跌超2.5%,蘋果跌約3.7%】 週一,美國科技股七巨頭指數漲約0.2%。英偉達收漲3.61%,亞馬遜漲2.49%,Meta Platforms漲2.28%,谷歌A漲0.79%,微軟則收跌0.55%,特斯拉跌2.56%。蘋果跌3.67%。此外,臺積電ADR收跌0.43%,巴菲特旗下伯克希爾哈撒韋B類股跌0.64%,禮來跌1.96%,AMD跌2.5%。
金融界
·
04-08
費城半導體指數由跌轉漲2.16% 應用材料(AMAT)漲4.26%
金吾财讯
·
04-07
格芯盤中異動 急速拉昇5.07%報33.14美元
市场透视
·
04-07
人工智能芯片大贏家
半导体芯闻
·
04-07
聯電與格芯探討合併可能性,高盛預測營收綜效有限
爱集微
·
04-06
AMD 的 CPU 市場份額增長了 16.6%,而英特爾則下降了 10%
半导体行业观察
·
04-06
史詩級暴跌!蘋果16%、英偉達15%、AMD 17%。。
EETOP
·
04-05
更多
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04:01","pubTimestamp":1744401675,"startTime":"0","endTime":"0","summary":"美股三大指数集体收涨,纳斯达克指数涨2.06%,标普500指数涨1.81%,道琼斯指数涨1.56%。大型科技股多数上涨,苹果涨超4%,英伟达涨超3%,谷歌、亚马逊涨超2%。芯片股多数上涨,博通、AMD涨超5%,台积电涨近4%。","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/2025/04/12040149506254.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_stock","symbols":["UDOW","SSO","SH","MNQmain","NQmain",".DJI","GFS","159813","MACW.SI","ESmain","AAPL","SPY","03086","NVDS.UK","NVD2.UK","NVIW.SI","SQQQ","DIA","SDOW","03145","USJW.SI","NVDS","DDM","NVDD","159659","NVD3.UK","SDS","3NVD.UK","OEX","2NVD.UK",".SPX","NVDA","NVDU","PSQ","SNVD.UK","TQQQ","DJX",".IXIC","TTTN"],"gpt_icon":0},{"id":"2526575479","title":"格芯4月10日成交額為6968.00萬美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2526575479","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526575479?lang=zh_tw&edition=fundamental","pubTime":"2025-04-11 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股價大跌5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526159316","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526159316?lang=zh_tw&edition=fundamental","pubTime":"2025-04-10 21:41","pubTimestamp":1744292470,"startTime":"0","endTime":"0","summary":"北京时间2025年04月10日21时41分,格芯股票出现波动,股价大幅下跌5.00%。截至发稿,该股报34.37美元/股,成交量4.1981万股,换手率0.01%,振幅2.21%。机构评级方面,在所有20家参与评级的机构中,55%的券商给予买入建议,45%的券商给予持有建议,无券商给予卖出建议。格芯股票所在的半导体行业中,整体跌幅为4.01%。","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=nesSN20250410214110a6b6ab89&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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股價僅AMD的四分之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2526865559","media":"中关村在线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526865559?lang=zh_tw&edition=fundamental","pubTime":"2025-04-10 18:10","pubTimestamp":1744279829,"startTime":"0","endTime":"0","summary":"特朗普的关税大棒让全世界股市愁云惨淡,本就陷入困境的Intel更是雪上加霜,股价和市值纷纷创下16年来的最低点。与此同时,AMD的日子其实也不好过,昨日大跌6.5%,收于78.21美元,市值约1264.1亿美元。对比下来,Intel的市值如今只有AMD的大约六成,股价更是不到其四分之一,这样的反差,放在5年前实在难以想象。科技股在今日纷纷反弹,截至截稿时,Intel大涨18.75%,来到21.53美元,AMD的表现更为强劲,大涨23.82%,攀升至96.84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=nesSN2025041018233494d1b8fa&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, 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14:20","pubTimestamp":1744266000,"startTime":"0","endTime":"0","summary":"美东时间4月8日收盘,Intel的股价只有18.13美元,下挫7.36%,市值约790.6亿美元,都是2009年7月以来的新低。对比下来,Intel的市值已经只有AMD的大约六成,股价更是不到四分之一——这放在5年前谁能想到?好消息是,随着形势的变化,科技股今天纷纷反弹,至截稿时Intel大涨18.75%来到21.53美元,AMD更是大涨23.82%来到96.84美元。对于Intel来说,即将量产发布的18A工艺和Panther Lake处理器,恐怕将成为一道分水岭。","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=nesSN2025041014313194d184a9&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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Platforms漲14.76%,亞馬遜漲11.98%,微軟漲10.13%,谷歌A漲9.63%。此外,AMD收漲23.82%,臺積電ADR漲12.29%,巴菲特旗下伯克希爾哈撒韋B類股漲5.84%,禮來漲3.78%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2526235345","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526235345?lang=zh_tw&edition=fundamental","pubTime":"2025-04-10 04:40","pubTimestamp":1744231213,"startTime":"0","endTime":"0","summary":"周三,美国科技股七巨头指数涨14.00%,报144.38点。特斯拉收涨22.64%,英伟达涨18.72%,苹果涨15.33%,Meta Platforms涨14.76%,亚马逊涨11.98%,微软涨10.13%,谷歌A涨9.63%。此外,AMD收涨23.82%,台积电ADR涨12.29%,巴菲特旗下伯克希尔哈撒韦B类股涨5.84%,礼来涨3.78%。","market":"hk","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/2025/04/10044049442160.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":"jinrongjie_stock","symbols":["LU1244550494.USD","BK4577","3NVD.UK","LU2168563687.JPY","XMAG","LU1032466523.USD","NVDS.UK","NVD3.UK","LU0061475181.USD","LU1674673691.USD","TSYW.SI","2NVD.UK","NVDA","NVD2.UK","MACW.SI","GFS","TSLL","03145","LU1066053197.SGD","LU1914381329.SGD","TSLA","IE00B19Z8W00.USD","NVDY","LU1496350171.SGD","LU0345774391.USD","NVDS","LU1718418525.SGD","NVIW.SI","LU0957808578.USD","SNVD.UK","IE00BFTCPJ56.SGD","NVDU","AAPL","NVDD","LU0203345920.USD","LU0719512351.SGD","USAW.SI"],"gpt_icon":0},{"id":"2526397108","title":"格芯盤中異動 股價大漲5.00%報31.89美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2526397108","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526397108?lang=zh_tw&edition=fundamental","pubTime":"2025-04-10 00:44","pubTimestamp":1744217087,"startTime":"0","endTime":"0","summary":"北京时间2025年04月10日00时44分,格芯股票出现异动,股价快速拉升5.00%。截至发稿,该股报31.89美元/股,成交量92.9765万股,换手率0.17%,振幅5.20%。格芯股票所在的半导体行业中,整体涨幅为2.41%。其相关个股中,Formfactor, Inc.、Onto Innovation Inc.、Valens Semiconductor Ltd.涨幅较大,Aehr Test Systems、Wolfspeed, Inc.、Acm Research, Inc.较为活跃,换手率分别为7.09%、6.54%、3.37%,振幅较大的相关个股有Aehr Test Systems、Smartkem, Inc.、Intest Corporation,振幅分别为19.76%、14.81%、14.37%。","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=nesSN20250410004447a6b5a14d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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展示可減少人工智能能耗的新型計算機芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2526396803","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526396803?lang=zh_tw&edition=fundamental","pubTime":"2025-04-09 23:00","pubTimestamp":1744210804,"startTime":"0","endTime":"0","summary":"路透社旧金山4月9日 - 硅谷初创公司Lightmatter周三透露,它已开发出一种新型计算机芯片,既能加快人工智能工作的速度,又能在此过程中减少用电量。不过,Lightmatter 公司还认为,它可以利用光束来进行计算,这也是该公司本周三在《自然》科学杂志上发表的一篇论文的重点。Lightmatter公司的芯片跳过了这些问题,它将经过仔细校准的光束引导到彼此间,并通过其制造合作伙伴GlobalFoundries公司生产的集成芯片包测量结果。","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:20250409:nL3T3QN1OY: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":["BK4585","BK4588","BK4141","BK4605","GFS"],"gpt_icon":0},{"id":"2526406842","title":"格芯盤中異動 股價大跌5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2526406842","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526406842?lang=zh_tw&edition=fundamental","pubTime":"2025-04-09 03:14","pubTimestamp":1744139675,"startTime":"0","endTime":"0","summary":"北京时间2025年04月09日03时14分,格芯股票出现波动,股价快速下挫5.03%。截至发稿,该股报30.59美元/股,成交量157.93万股,换手率0.29%,振幅8.49%。格芯股票所在的半导体行业中,整体跌幅为1.90%。格芯于2009年与 Chartered Semiconductor Manufacturing 合并,并于2015年收购了IBM的芯片制造业务。联电在传出与格芯潜在合并的消息后,股价一度开高,但随后却开高走低,连续两天下跌。","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=nesSN20250409031436aa2c6339&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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Markets發佈研報指,將AMD的評級從“增持”下調至“中性”,主要因為對其在中國市場的人工智能(AI)業務可持續性以及與英特爾之間可能引發的價格戰表示擔憂。(格隆匯)","url":"https://stock-news.laohu8.com/highlight/detail?id=2525181280","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525181280?lang=zh_tw&edition=fundamental","pubTime":"2025-04-08 23:04","pubTimestamp":1744124665,"startTime":"0","endTime":"0","summary":"KeyBanc Capital Markets发布研报指,将AMD的评级从“增持”下调至“中性”,主要因为对其在中国市场的人工智能(AI)业务可持续性以及与英特尔之间可能引发的价格战表示担忧。(格隆汇)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/04/08230449401603.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_stock","symbols":["YINN","161631","GFS","AI","AMD"],"gpt_icon":0},{"id":"2525383448","title":"英特爾尷尬了,AMD X86 CPU份額創歷史新高,達到25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2525383448","media":"Ofweek维科网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525383448?lang=zh_tw&edition=fundamental","pubTime":"2025-04-08 14:19","pubTimestamp":1744093173,"startTime":"0","endTime":"0","summary":"而过去,X86阵营中,intel又是王者,最高时占到了85%以上的市场份额。近日,有机构公布了2024年Q4的数据,发现整个X86领域,英特尔的份额降至75%左右,而AMD的份额,也达到了25%左右,应该是有史以来的最高点了。而大家预计,随着英特尔先进工艺的不给力,而AMD的CPU性价高,性能表现也不错,未来份额有望进一步提升,挤压intel的市场份额。原文标题 : 英特尔尴尬了,AMD X86 CPU份额创历史新高,达到25%","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=nesSN20250408141947973197ac&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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09:32","pubTimestamp":1744075931,"startTime":"0","endTime":"0","summary":"美东时间2025年4月7日,格芯成交额为1.41亿美元,成交额较昨日增加56.70%,当日成交量为436.21万股。格芯于2025年4月7日涨2.12%,报32.21美元,该股过去5个交易日跌12.73%,年初至今跌24.94%,过去60日跌22.61%。|近5个交易日成交情况||||#|日期|成交额(美元)|成交额较昨日变化|成交量(股)|#|2025-04-07|1.41亿|56.70%|436.21万|#|2025-04-04|9006.77万|-45.47%|281.30万|#|2025-04-03|1.65亿|111.86%|470.62万|#|2025-04-02|7795.86万|33.63%|211.76万|#|2025-04-01|5834.10万|-63.29%|161.62万|格芯有限公司是全球前五大合同半导体制造商。格芯于2009年与 Chartered Semiconductor Manufacturing 合并,并于2015年收购了IBM的芯片制造业务。","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=nesSN20250408093340a4519b5d&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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Platforms漲2.28%,谷歌A漲0.79%,微軟則收跌0.55%,特斯拉跌2.56%。蘋果跌3.67%。此外,臺積電ADR收跌0.43%,巴菲特旗下伯克希爾哈撒韋B類股跌0.64%,禮來跌1.96%,AMD跌2.5%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2525795210","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525795210?lang=zh_tw&edition=fundamental","pubTime":"2025-04-08 04:16","pubTimestamp":1744057009,"startTime":"0","endTime":"0","summary":"周一,美国科技股七巨头指数涨约0.2%。英伟达收涨3.61%,亚马逊涨2.49%,Meta 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應用材料(AMAT)漲4.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2525040139","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525040139?lang=zh_tw&edition=fundamental","pubTime":"2025-04-07 22:49","pubTimestamp":1744037388,"startTime":"0","endTime":"0","summary":"金吾财讯 | 费城半导体指数由跌转涨2.16%,截至发稿,GlobalFoundries(GFS)涨4.76%,Onto Innovatio(ONTO)涨3.72%,亚德诺(ADI)涨 4.70%,Coherent(COHR)涨4.36%,泛林集团(LRCX)涨4.38%,应用材料(AMAT)涨4.26%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"287243","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":["LRCX","BK4157","LU0476273544.USD","LU2272731600.USD","LU0082616367.USD","LU0158827781.USD","LU1917777945.USD","LU1992135472.HKD","IE00BD6J9T35.USD","ADI","IE00B775H168.HKD","LU0444973449.USD","LU0957808578.USD","BK4515","LU0889566641.SGD","LU0868494708.USD","LU1235294995.USD","BK4147","LU1823568750.SGD","LU2272731782.SGD","ONTO","LU0566484027.USD","LU2458330169.SGD","LU1992135399.USD","SG9999001424.SGD","LU1153585028.USD","BK4567","LU0957791311.USD","LU1989773731.SGD","LU1670711040.USD","IE00B7KXQ091.USD","LU2065731478.USD","COHR","LU2290526834.HKD","LU0061475181.USD","LU1244550221.USD","BK4512","LU2023251221.USD","BK4547","LU2458330243.SGD","LU0061474960.USD","LU1244550494.USD","SOX","IE00BQXX3C00.GBP","LU2237443549.SGD","LU0348723411.USD","LU0942090050.USD","LU2298322129.HKD","AMAT","GFS"],"gpt_icon":0},{"id":"2525028681","title":"格芯盤中異動 急速拉昇5.07%報33.14美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2525028681","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2525028681?lang=zh_tw&edition=fundamental","pubTime":"2025-04-07 22:12","pubTimestamp":1744035121,"startTime":"0","endTime":"0","summary":"北京时间2025年04月07日22时12分,格芯股票出现波动,股价急速上涨5.07%。截至发稿,该股报33.14美元/股,成交量67.2876万股,换手率0.12%,振幅9.51%。格芯股票所在的半导体行业中,整体涨幅为1.12%。格芯于2009年与 Chartered Semiconductor Manufacturing 合并,并于2015年收购了IBM的芯片制造业务。联电在传出与格芯潜在合并的消息后,股价一度开高,但随后却开高走低,连续两天下跌。","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=nesSN20250407221202aa2c5ffc&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, 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19:25","pubTimestamp":1744025155,"startTime":"0","endTime":"0","summary":"GenAI/LLM 领导者之一 Nvidia 将在 2030 年成为首家市值达到 10 万亿美元的公司。他们将挑选半导体赢家。2030 年半导体支出概况:GPU/AI 加速器 :60%网络:15%CPU:10%非 HBM DRAM/闪存 :10%电源、BMC 等: 5%人工智能海啸将绕过大多数半导体公司。市值万亿美元的巨头可以收购 AMD、英特尔、Marvell、联发科、Astera 等小公司,以确保其在人工智能领域的领导地位。目前,前四大 CSP 约占 Nvidia 销售额的一半。他们可以决定收购一家 ASIC 厂商,以进一步改善其成本结构。","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=nesSN20250407200101a6b2a7d0&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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17:03","pubTimestamp":1743930185,"startTime":"0","endTime":"0","summary":"近日,有消息称台湾晶圆代工二哥联电与国际晶圆代工厂格芯正在探讨可能的合并。联电在传出与格芯潜在合并的消息后,股价一度开高,但随后却开高走低,连续两天下跌。如果格芯与联电真的合并,高盛提出了四个需要关注的看点:市场重叠导致综效有限;竞争格局不变;地理位置分散带来的潜在效益仍具不确定性;潜在合并可能引发监管审查。","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=nesSN2025040617032894cd20e5&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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插槽的受欢迎程度大幅提升,尽管它以 15.1% 的份额位居第二,但同比增长了 144.9%,而 AM4 仍然是最受欢迎的,份额为 20.1%,但下降了 11%。当前统计数据还显示,NVIDIA 的受欢迎程度下降了 6.4%,而 AMD 在 GPU 市场的受欢迎程度增长了 16.6%。","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=nesSN20250406102624a44f4c29&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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