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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%
盤前:
33.00
-0.1100
-0.33%
04:42 EDT
成交量:
201.72萬
成交額:
6,755.97萬
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
AMD宣佈完成對ZT Systems的收購,證實正在洽談出售在美國的AI服務器組裝廠
网易新闻
·
04-01
突發!傳美國格芯與聯電有意合併
今日芯闻
·
04-01
格芯3月31日成交額為1.59億美元
市场透视
·
04-01
AMD完成對數據中心解決方案供應商ZT Systems的收購
格隆汇APP
·
04-01
AMD預計特朗普關稅帶來短暫衝擊
格隆汇APP
·
04-01
Lightmatter 發佈用於人工智能芯片的新型光子技術
路透中文
·
04-01
傳格芯(GFS.US)聯電(UMC.US)醞釀合併 地緣壁壘和資金壓力使交易困難
智通财经
·
04-01
隔夜美股全覆盤(3.31) | 關稅落地前夕,三大股指低開高走
格隆汇
·
04-01
芯片業大併購將至?格芯被爆考慮合併,聯電盤中一度飆漲近20%
华尔街见闻
·
04-01
美股異動 | 聯電(UMC.US)漲逾16% 與格芯(GFS.US)探討合併可能性
智通财经
·
03-31
據《日經新聞》報道,GlobalFoundries 和臺灣芯片製造商聯電正在醞釀潛在合併
路透中文
·
03-31
明星科技股美股盤前進一步下挫,英偉達跌逾4%,美光科技、AMD跌逾3%
每日经济新闻
·
03-31
美股半導體股盤前普跌,Arm盤前下跌4.4%,博通下跌2.4%,AMD下跌2.3%。
金融界
·
03-31
天華新能:為美光、AMD、英飛凌、中芯國際等半導體企業提供防靜電超淨技術產品
金融界
·
03-29
AMD RX 9070 XT顯卡“參考設計”細節曝光:核心導熱採用石墨烯
IT之家
·
03-28
並非英偉達的第二選擇:AMD 首次獲得強力買入評級
美股研究社
·
03-28
AMD腹背受敵!對抗英偉達未果,又要迎戰復甦的英特爾?
金十数据
·
03-28
格芯3月27日成交額為9949.01萬美元
市场透视
·
03-28
傑富瑞:將AMD公司評級下調至持有,目標價120美元。
金融界
·
03-27
首測實現x86單核性能登頂,AMD鋭龍9 9955HX3D評測前瞻出爐
IT之家
·
03-27
更多
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10:24","pubTimestamp":1743474255,"startTime":"0","endTime":"0","summary":"据日经亚洲3月31日晚间报道,全球第五大晶圆代工厂格芯 考虑与联电合并,成为全球第二大晶圆代工厂,以因应全球地缘政治变化日益紧张。日经报导指出,两家公司已就潜在合并事宜接触,美国和中国台湾的一些政府官员也知晓这一讨论。格芯和联电主力都是成熟制程,两家公司市占率在相差不大。对于相关传闻,联电表示目前没有任何合并案进行。格芯方面暂时未有公开回应。分析师表示,格芯财务状况较差,合并可能增加联电财务负担。","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=nesSN20250401114323a44965c9&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":1743471141,"startTime":"0","endTime":"0","summary":"美东时间2025年3月31日,格芯成交额为1.59亿美元,成交额较昨日增加141.28%,当日成交量为431.90万股。格芯于2025年3月31日涨0.05%,报36.91美元,该股过去5个交易日跌7.07%,年初至今跌13.98%,过去60日跌13.98%。|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)|#|2025-03-31|1.59亿|141.28%|431.90万|#|2025-03-28|6586.33万|-33.80%|178.93万|#|2025-03-27|9949.01万|57.11%|261.16万|#|2025-03-26|6332.59万|-14.88%|163.58万|#|2025-03-25|7439.23万|-38.59%|190.78万|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=nesSN20250401093414a6ab3abe&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=nesSN20250401093414a6ab3abe&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":["LU0321505439.SGD","LU1880398471.USD","BK4588","BK4538","BK4141","LU0321505868.SGD","LU1778281490.HKD","BK4134","BK4575","BK4602","BK4534","BK4585","LU1883839398.USD","IBM","BK4579","BK4612","LU1880398554.USD","LU1674673691.USD","LU1430594728.SGD","LU0868494617.USD","BK4543","LU1674673428.USD","BK4605","LU1585245621.USD","BK4533","GFS"],"gpt_icon":0},{"id":"2524856961","title":"AMD完成對數據中心解決方案供應商ZT Systems的收購","url":"https://stock-news.laohu8.com/highlight/detail?id=2524856961","media":"格隆汇APP","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524856961?lang=zh_tw&edition=fundamental","pubTime":"2025-04-01 09:15","pubTimestamp":1743470100,"startTime":"0","endTime":"0","summary":"格隆汇4月1日|AMD宣布,完成对数据中心解决方案供应商ZT Systems的收购,这笔交易在去年8月宣布时的价值为49亿美元。AMD计划保留ZT Systems的工程设计团队,而ZT Systems制造部门的二次出售预计将在今年完成。AMD表示,此次收购将在其CPU、GPU、网络芯片、开源ROCm软件和机架级系统能力的基础上新增全新的端到端AI解决方案。 \n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"af5b6050485e0c09798ca6e0135bbb00","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-04-01/doc-inerrhrs7539501.shtml","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":"sina","symbols":["LU2098885051.SGD","LU0823421333.USD","LU0198837287.USD","LU1951198990.SGD","LU1316542783.SGD","BK4612","IE00B5949003.HKD","LU1989764664.SGD","LU1242518857.USD","BK4605","LU2458330169.SGD","BK4534","LU0127658192.USD","LU1803068979.SGD","LU2458330243.SGD","BK4532","BK4554","BK4566","BK4585","LU0719512351.SGD","LU1988902786.USD","BK4529","LU2360106780.USD","IE00BMPRXR70.SGD","BK4512","LU0081259029.USD","LU1242518931.SGD","BK4141","IE0004445239.USD","LU1303367103.USD","LU0889565833.HKD","BK4573","LU1852331112.SGD","LU0979878070.USD","BK4543","LU1951200564.SGD","BK4614","LU0390134368.USD","LU0823434583.USD","GFS","LU0082616367.USD","LU1064131342.USD","AMD","LU2264538146.SGD","IE00BMPRXN33.USD","IE0009356076.USD","LU1880398554.USD","LU0109392836.USD","LU0056508442.USD","LU0823434740.USD"],"gpt_icon":0},{"id":"2524818361","title":"AMD預計特朗普關稅帶來短暫衝擊","url":"https://stock-news.laohu8.com/highlight/detail?id=2524818361","media":"格隆汇APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524818361?lang=zh_tw&edition=fundamental","pubTime":"2025-04-01 09:04","pubTimestamp":1743469440,"startTime":"0","endTime":"0","summary":"格隆汇4月1日|AMD首席执行官苏姿丰表示,美国总统特朗普推出的关税措施可能会对公司带来短暂冲击,长远影响则视乎措施细节而定。特朗普周日表示,将于4月2日推出的对等关税措施是针对所有国家。同时,特朗普一个月前也提及可能征收半导体进口关税。AMD的产品有66%供应国际市场,主要由台积电生产。关税可能导致产品成本上升。 \n\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/2025-04-01/doc-inerrhry0519319.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":["BK4512","IE00BMPRXN33.USD","LU2264538146.SGD","LU1852331112.SGD","IE00B5949003.HKD","BK4612","LU2098885051.SGD","LU0642271901.SGD","LU1064131342.USD","BK4573","IE0009356076.USD","LU0109392836.USD","LU2458330169.SGD","BK4141","LU1242518857.USD","IE0004445239.USD","LU0127658192.USD","LU0081259029.USD","LU2360106780.USD","LU1880398554.USD","LU0979878070.USD","LU1242518931.SGD","LU0390134368.USD","LU1880398471.USD","BK4575","BK4529","LU0198837287.USD","LU0889565833.HKD","BK4534","AMD","LU1989764664.SGD","LU0719512351.SGD","LU0823421333.USD","BK4532","LU1988902786.USD","LU2458330243.SGD","IE00BMPRXR70.SGD","LU0823421416.USD","BK4588","BK4543","BK4614","GFS","BK4605","BK4554","LU0823434740.USD","LU1951198990.SGD","LU1803068979.SGD","LU1951200564.SGD","LU1303367103.USD","LU0056508442.USD"],"gpt_icon":0},{"id":"2524188682","title":"Lightmatter 發佈用於人工智能芯片的新型光子技術","url":"https://stock-news.laohu8.com/highlight/detail?id=2524188682","media":"路透中文","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524188682?lang=zh_tw&edition=fundamental","pubTime":"2025-04-01 09:00","pubTimestamp":1743469214,"startTime":"0","endTime":"0","summary":"路透社旧金山4月1日 - 估值 44 亿美元的初创公司 Lightmatter 周一发布了两项技术,旨在加速人工智能芯片之间的连接。Lightmatter 的技术使用光连接和所谓的硅光子技术,而不是以电信号的形式在计算机芯片之间传输信息。其中一种称为interposer,是人工智能芯片所在的材料层,用于连接同样位于interposer上的邻近芯片。Lightmatter 表示,它将于 2025 年推出中间件,2026 年推出芯片组。","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:20250401:nL3T3QF037:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GFS","LU0347712357.USD","BK4543","IE00BKDWB100.SGD","LU2077746001.SGD","NVDD","LU1989772840.SGD","LU0964807845.USD","LU2471134796.USD","IE00BWXC8680.SGD","LU0203202063.USD","LU0689472784.USD","LU1815336760.USD","LU2357305700.SGD","IE00BMPRXQ63.HKD","NVD2.UK","LU1674673428.USD","LU1880398471.USD","NVDU","NVDX","BK4554","LU2054465674.USD","LU0029864427.USD","LU1935042215.USD","LU2065170008.USD","NVDS","LU1852331112.SGD","LU1267930573.SGD","2NVD.UK","LU2125909593.SGD","SNVD.UK","LU0215105999.USD","BK4527","NVIW.SI","BK4512","NVDY","LU0345770308.USD","SGXZ23171101.USD","NVD3.UK","LU1935042488.USD","LU1712237335.SGD","3NVD.UK","NVDS.UK","LU0943347566.SGD","LU1633808545.USD","IE00BJJMRY28.SGD"],"gpt_icon":1},{"id":"2524090235","title":"傳格芯(GFS.US)聯電(UMC.US)醞釀合併 地緣壁壘和資金壓力使交易困難","url":"https://stock-news.laohu8.com/highlight/detail?id=2524090235","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524090235?lang=zh_tw&edition=fundamental","pubTime":"2025-04-01 07:59","pubTimestamp":1743465569,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,据知情人士透露,格芯正在探索与中国台湾省芯片制造商联电进行合并,旨在打造一家更具弹性的老一代半导体制造商。今年2月,Tim Breen被任命为格芯新任首席执行官,并将于4月上任。目前,格芯市值约为200亿美元,联电市值约为170亿美元。格芯手头没有足够的现金来为直接收购提供资金,因此交易可能需要它大量借贷或稀释其股票。格芯没有回应置评请求。","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/1272246.html","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":"stock_zhitongcaijing","symbols":["BK4588","GFS","BK4585","BK4141","BK4554","BK4605","UMC","BK4526"],"gpt_icon":0},{"id":"2524213901","title":"隔夜美股全覆盤(3.31) | 關稅落地前夕,三大股指低開高走","url":"https://stock-news.laohu8.com/highlight/detail?id=2524213901","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2524213901?lang=zh_tw&edition=fundamental","pubTime":"2025-04-01 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06:09","pubTimestamp":1743458977,"startTime":"0","endTime":"0","summary":"芯片业可能迎来重大并购,美国半导体晶圆代工制造商格芯被爆考虑与中国台湾第二大半导体制造商联华电子(联电)合并。两家公司可能并购的消息传出后,联电盘中一度飙涨近20%,截至收盘,涨幅收窄至逾9%。目前格芯与联电各自占全球晶圆代工约5%左右的份额。上述评估认为,格芯与联电合并后的公司将具备显著的战略优势。今年1月16日,中国商务部宣布对美国成熟制程芯片展开反补贴调查。","market":"us","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3744308","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3744308","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"芯片业大并购将至?格芯被爆考虑合并,联电盘中一度飙涨近20%","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"wallstreetcn_api","symbols":["GFS","UMC"],"gpt_icon":1},{"id":"2523926279","title":"美股異動 | 聯電(UMC.US)漲逾16% 與格芯(GFS.US)探討合併可能性","url":"https://stock-news.laohu8.com/highlight/detail?id=2523926279","media":"智通财经","labels":["corporation","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523926279?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 22:58","pubTimestamp":1743433081,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,周一,联电(UMC.US)涨逾16%,报7.63美元。有消息称,格芯(GFS.US)和联电正在探讨合并可能性,根据计划,合并将创建一家更大、总部位于美国的公司,并在欧洲、亚洲和美国都有生产基地。","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/1272108.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"美股异动 | 联电(UMC.US)涨逾16% 与格芯(GFS.US)探讨合并可能性","news_tag":"corporation,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["GFS","BK4526","BK4554","BK4585","BK4605","BK4141","BK4588"],"gpt_icon":0},{"id":"2523192373","title":"據《日經新聞》報道,GlobalFoundries 和臺灣芯片製造商聯電正在醞釀潛在合併","url":"https://stock-news.laohu8.com/highlight/detail?id=2523192373","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523192373?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 22:44","pubTimestamp":1743432294,"startTime":"0","endTime":"0","summary":"据《日经新闻》报道,GlobalFoundries 和台湾芯片制造商联电正在酝酿潜在合并路透社3月31日 - 据《日经新闻》周一援引一份评估计划报道,台湾主要芯片制造商联华电子2303.TW和美国GlobalFoundriesGFS.O正在探讨合并的可能性。 (为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)","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:20250331:nL3S3QE0ZB:1","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":null,"symbols":["BK4588","BK4585","GFS","BK4605","BK4141"],"gpt_icon":0},{"id":"2523946856","title":"明星科技股美股盤前進一步下挫,英偉達跌逾4%,美光科技、AMD跌逾3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2523946856","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523946856?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 19:49","pubTimestamp":1743421745,"startTime":"0","endTime":"0","summary":"明星科技股美股盘前进一步下挫,英伟达跌逾4%,美光科技、AMD跌逾3%","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503313361246871.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/202503313361246871.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":["IE00BMPRXN33.USD","NVDS.UK","LU1917777945.USD","GFS","SG9999004303.SGD","NVD2.UK","LU2420271590.USD","LU0061474960.USD","AMD","LU2097344357.USD","LU2357305700.SGD","NVDA","NVDX","LU2552382058.USD","LU0889566641.SGD","LU2413666699.HKD","LU2505996509.AUD","LU0072462426.USD","NVD3.UK","IE00B1BXHZ80.USD","LU1261432733.SGD","LU2294711713.HKD","NVDU","NVDS","LU1989772923.USD","MU","BK4548","LU2360032135.SGD","TTTN","LU0943347566.SGD","LU0128525929.USD","NVD","IE00B4JS1V06.HKD","3NVD.UK","LU0787776722.HKD","SNVD.UK","BK4588","SG9999015945.SGD","LU0234570918.USD","LU1935042488.USD","IE00BYXW3230.USD","LU1674673428.USD","NVDY","IE00BJJMRX11.SGD","HK0000320264.USD","2NVD.UK","03086","NVIW.SI","NVDD"],"gpt_icon":0},{"id":"2523899922","title":"美股半導體股盤前普跌,Arm盤前下跌4.4%,博通下跌2.4%,AMD下跌2.3%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2523899922","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523899922?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 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RX 9070 XT顯卡“參考設計”細節曝光:核心導熱採用石墨烯","url":"https://stock-news.laohu8.com/highlight/detail?id=2523651234","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523651234?lang=zh_tw&edition=fundamental","pubTime":"2025-03-28 21:29","pubTimestamp":1743168570,"startTime":"0","endTime":"0","summary":"IT之家 3 月 28 日消息,消息人士 白给的盖欧卡 向IT之家分享了 AMD Radeon RX 9070 XT 显卡“参考设计”的具体细节。深入到显卡的内部结构,可以发现这张显卡搭载 5 根热管,GPU 核心对应位置采用铜底,周围的显存位也通过导热垫和金属框架接触。值得注意的是,该“参考设计”中 GPU 和铜底间的 TIM并非硅脂,而是以往在 AMD 高端 MBA 市售公版显卡更为常见的石墨烯片。这张显卡的频率设计与 AMD 的默认值完全一致,GPU-Z 的 Subvendor 一栏直接写作 AMD/AIB 而非第三方厂商。","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/8i6A2ZeHHxr","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":"fenghuang_stock","symbols":["BK4566","BK4573","LU1951200564.SGD","BK4512","IE00BMPRXR70.SGD","XT","IE0004445239.USD","LU1242518931.SGD","LU1242518857.USD","LU1880398471.USD","BK4532","LU2250418816.HKD","LU1803068979.SGD","LU2054465674.USD","BK4585","LU1989764664.SGD","LU0198837287.USD","LU0823434740.USD","LU1951198990.SGD","LU0642271901.SGD","LU1988902786.USD","IE0009356076.USD","LU0823421333.USD","AMD","LU0889565833.HKD","LU2458330243.SGD","LU0823434583.USD","LU1316542783.SGD","LU0127658192.USD","LU0719512351.SGD","LU0823421416.USD","LU0109392836.USD","BK4529","IE00B5949003.HKD","BK4614","LU1880398554.USD","LU2098885051.SGD","LU2360106780.USD","LU1064131342.USD","BK4588","LU0979878070.USD","IE00BMPRXN33.USD","LU1923623000.USD","LU0056508442.USD","BK4575","LU0390134368.USD","LU1303367103.USD","LU2264538146.SGD","LU0081259029.USD","GFS"],"gpt_icon":1},{"id":"2522765105","title":"並非英偉達的第二選擇:AMD 首次獲得強力買入評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2522765105","media":"美股研究社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522765105?lang=zh_tw&edition=fundamental","pubTime":"2025-03-28 20:03","pubTimestamp":1743163380,"startTime":"0","endTime":"0","summary":"对于长期投资者来说,分析师建议强力买入 AMD,并认为该股在当前水平具有吸引力。AMD 的 PEG 比率仅为 0.8 倍。AMD 从市场中淡出,尽管股价有所下跌,但仍然表现强劲。周四的情况也没有什么不同,AMD 和英伟达分别下跌约 4% 和 2%。由于人工智能芯片需求旺盛,英伟达的毛利率也更高,而 AMD 仍在努力追赶。此外,如果我们看好形势,这对 AMD 来说可能是件好事,因为零售信心必须有所改善,而英伟达的降价可能会给 AMD 带来更多动力,而 AMD 的股价并不完美。","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=nesSN20250328201603a6a77266&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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16:03","pubTimestamp":1743148980,"startTime":"0","endTime":"0","summary":"周四,他将AMD的股票评级从“买入”下调至“持有”。当天AMD股价下跌3.2%,过去12个月累计跌幅达到40%。近年来,由于英特尔陷入困境,AMD得以在个人电脑芯片市场上蚕食对手份额。此外,AMD还面临着行业巨头英伟达的巨大压力。英伟达在人工智能GPU市场上占据主导地位,而柯蒂斯指出,AMD在AI领域的进展“相当有限”。与此同时,英伟达正通过最新发布的GPU和Dynamo推理软件进一步巩固领先优势。","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/stock/relnews/us/2025-03-28/doc-inerexcr1298193.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"AMD腹背受敌!对抗英伟达未果,又要迎战复苏的英特尔?","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["NVDS.UK","NVDA","BK4587","NVDS","LU1084165304.USD","BK4602","LU2491050154.USD","LU1935043023.USD","NVDY","IE00BKVL7J92.USD","LU0096362180.USD","LU0353189763.USD","INTC","LU2087625088.SGD","IE0034235303.USD","LU1989764664.SGD","LU1988902786.USD","LU0345769631.USD","NVD2.UK","LU0265550359.USD","3NVD.UK","LU0444971666.USD","LU1951198990.SGD","GFS","NVDU","NVD","LU0823414551.USD","LU0276348264.USD","SG9999002224.SGD","LU2213496289.HKD","NVDD","NVIW.SI","LU1242518931.SGD","LU0472753341.HKD","LU1066051225.USD","BK4608","BK4614","LU0267386448.USD","BK4533","LU0289961442.SGD","NVDX","AMD","SNVD.UK","NVD3.UK","2NVD.UK","LU0683600562.USD","LU0057025933.USD","LU2168563687.JPY","LU2430703251.USD"],"gpt_icon":1},{"id":"2522565735","title":"格芯3月27日成交額為9949.01萬美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522565735","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522565735?lang=zh_tw&edition=fundamental","pubTime":"2025-03-28 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