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美股
詳情
本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
安森美半導體
44.00
-2.4900
-5.36%
成交量:
744.30萬
成交額:
3.28億
市值:
185.43億
市盈率:
12.12
高:
45.07
開:
44.26
低:
43.33
收:
46.49
資料載入中...
總覽
公司
分析
新聞資訊
公告
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08:23","pubTimestamp":1739492613,"startTime":"0","endTime":"0","summary":"山西证券表示,春节以来,由于AI叙事由训练向推理,GPU向ASIC的倾斜,海外算力产业链发生了较大幅度回调。我们认为海外算力链的基本逻辑没有发生改变,业绩上强大的capex给予了扎实的基础,GB300、超节点、CPO&OIO等新技术渗透率仍低,具有非常好的拔估值空间。3月份,英伟达GTC大会将如期召开,我们期待对GB200发货进展、rubin新设计、CPO交换机等相关标的带来催化。","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/2025/02/14082348152614.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["SG9999015978.USD","NVIW.SI","NVD2.UK","LU2491050071.SGD","LU0276348264.USD","LU2750360641.GBP","LU0345769128.USD","LU1815336760.USD","NVDS.UK","LU2456880835.USD","SNVD.UK","BK4554","IE0034235303.USD","LU0061474705.USD","LU1852331112.SGD","LU2361044865.SGD","IE00BQXX3D17.EUR","LU2357125470.USD","NVDS","LU2242649171.HKD","LU2430703251.USD","LU0417517546.SGD","LU0640476718.USD","LU0096362180.USD","LU0238689110.USD","LU1496350171.SGD","NVD3.UK","BK4550","3NVD.UK","NVDY","ON","LU1145028129.USD","2NVD.UK","LU1804176565.USD","BK4534","LU0265550359.USD","LU0353189680.USD","LU1868837136.USD","LU1066053197.SGD","NVD","NVDX","IE00B19Z8W00.USD","NVDA","SG9999002224.SGD","BK4503","NVDD","NVDU","002500","LU1721428933.USD"],"gpt_icon":0},{"id":"2511150235","title":"美海關加大對ASIC礦機打擊力度","url":"https://stock-news.laohu8.com/highlight/detail?id=2511150235","media":"Odaily","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511150235?lang=zh_tw&edition=fundamental","pubTime":"2025-02-14 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认证的设备。(Blockspace)\n","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://www.odaily.news/newsflash/418739?source=share","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":"odaily_live","symbols":["BK4601","BK4585","LU1861215975.USD","IE00BZ199S13.USD","BK4594","BTC.USD.HKCC","LU0347712357.USD","LU0124384867.USD","03439","LU1165135440.EUR","MSTU","LU0348723411.USD","09008","LU1861214812.USD","09439","LU0724618433.USD","159583","83042","IBIT","ON","LU1861220033.SGD","LU2413666699.HKD","IE00BN0W2T93.GBP","LU1548497426.USD","BK4141","BK4526","BK4170","159813","IE00BN0W2W23.USD","LU2413666426.HKD","BK4595","09042","LU1861219969.SGD","EBON","A","03008","03042","BK4121","LU1854103824.USD","LU1720051108.HKD","LU2041044095.USD","BTC.USD.CC","LU1543694498.USD","LU2298322129.HKD","IE00BD6J9T35.USD","LU1720051017.SGD","BK4567","BK4600","BK4512","CAN"],"gpt_icon":0},{"id":"2511509872","title":"截至2月7日美棉On-Call週報","url":"https://stock-news.laohu8.com/highlight/detail?id=2511509872","media":"金十财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511509872?lang=zh_tw&edition=fundamental","pubTime":"2025-02-14 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15:02","pubTimestamp":1739430138,"startTime":"0","endTime":"0","summary":"野村表示,英伟达GB200 AI服务器芯片出货量爬坡缓慢的风险已基本被市场消化,供应链正加速转向下一代GB300架构。野村目前预计,2025年全球服务器营收将同比增长46%,2026年增长22%。GB300加速推进,BOM设计仍存挑战野村预计,英伟达的芯片和模块级供应链将从2025年第二季度开始加速向B300及相关模块迁移。报告认为,B300和GB300的下游进度没有重大变化。B300 HGX预计将在2025年年中推出,而GB300系统(标准型)可能在2025年第三季度小批量上市。","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=nesSN202502131505119883bc02&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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11:46","pubTimestamp":1739418361,"startTime":"0","endTime":"0","summary":"Odaily星球日报讯 周三,在纳斯达克上市的比特币矿企 Riot Platforms 表示,其正在探索人工智能和高性能计算领域的合作伙伴关系,旨在巩固其业务并创造可持续的收入来源。\n该公司表示,将加强对位于德克萨斯州纳瓦罗县科西卡纳工厂的潜在人工智能和高性能计算(HPC)用途的评估,因多个潜在合作伙伴的兴趣日益浓厚。Riot 首席执行官 Jason Les 在一份声明中表示,进军人工智能和高性能计算是 Riot 为其“整个资产组合”实现“价值最大化”的举措之一。\n根据 Hashrate Index 的数据,比特币矿机收入在一年内大幅下降,对于像 Antminer S21+ Hydro 这样的普通 ASIC 矿机来说,其日收入低至 10.4 美元,而营业利润率为 60%。(Decrypt)\n","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://www.odaily.news/newsflash/418527?source=share","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":"odaily_live","symbols":["BTC.USD.HKCC","LU2357305700.SGD","ON","USJW.SI","TQQQ","NVIW.SI","USAW.SI","09008","QQQ","03042","MNQmain","RIOT","LU1854103824.USD","NDX","QLD","03086","ARTL","09439","LU1861215975.USD","LU1978683503.SGD","03008","BK1611","NQmain","LU1548497426.USD","BK4605","LU1720051017.SGD","BK4585","PSQ","LU1861220033.SGD","TSYW.SI","03439","BK4141","161631","BK4170","83042","159632","LU2298322129.HKD","BK4007","BK4023","BTC.USD.CC","EBON","IBIT","SQQQ","09042","LU0348723411.USD","QID","LU1854104046.USD","MSTU",".IXIC"],"gpt_icon":0},{"id":"2511253426","title":"2月13日操盤必讀:影響股市利好或利空消息","url":"https://stock-news.laohu8.com/highlight/detail?id=2511253426","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511253426?lang=zh_tw&edition=fundamental","pubTime":"2025-02-13 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1、外交部发言人郭嘉昆2月12日主持例行记者会。记者提问称,美国副总统万斯在人工智能峰会上对AI的严格监管表示不满,美国也没有签署峰会的联合声明。郭嘉昆表示,中方反对以意识形态划线,反对泛化国家安全概念,将经贸科技问题政治化的做法。监管要求,如发生信息披露低级错误造成重大影响,监管部门将严肃依规处理。","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/stock/cpbd/2025-02-13/doc-inekhuep2082820.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":["BK4502","LU0942090050.USD","EPC","LU1116320901.HKD","SG9999014575.USD","LU0354030511.USD","LU1242518931.SGD","IE00B19Z8X17.USD","LU0234572021.USD","LU2250418816.HKD","IE0003U64NQ7.SGD","LU2361044949.HKD","LU1934455194.USD","LU0124384867.USD","LU0417517546.SGD","LU0672654240.SGD","LU2242650005.HKD","09988","BABA","LU0256863902.USD","LU1506573853.SGD","ON","LU0251132253.USD","LU0820561818.USD","LU1989772840.SGD","LU1582986359.USD","LU0918141705.HKD","LU0238689110.USD","LU1839511570.USD","AAPL","LU1548497426.USD","LU0511384066.AUD","BK4566","LU0642271901.SGD","LU2417539215.USD","LU2461242641.AUD","BK4512","LU0082616367.USD","LU2237443895.HKD","LU0788109477.HKD","LU1267930227.SGD","LU0949170426.SGD","BK4220","LU2505996681.GBP","LU2458330243.SGD","IE00BFMHRM44.USD","MACW.SI","LU1046421795.USD","LU0265550946.USD","IE00B5949003.HKD"],"gpt_icon":1},{"id":"2510719343","title":"TrendForce:全球AI服務器出貨量有望年增近28% 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14:08","pubTimestamp":1739340539,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,根据TrendForce集邦咨询最新研究,2024年全球AI服务器出货量受惠于CSP、OEM的强劲需求,年增幅度为46%。另外,目前供应链对全年整体AI Server出货量评估尚无明显变化,在此情境下,TrendForce集邦咨询预估2025年全球AI Server出货量有望年增近28%。TrendForce集邦咨询指出,在DeepSeek驱动下,CSP业者预计将更积极发展成本较低的自有ASIC方案,并把重心从AI训练转往AI推理,预估将逐步推升AI推理服务器占比至接近50%。","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/1248774.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_zhitongcaijing","symbols":["LU1366333091.USD","LU1804176565.USD","LU0056508442.USD","LU2087621335.USD","NVDU","LU0642271901.SGD","IE0009356076.USD","IE00BMPRXR70.SGD","LU0823434583.USD","LU0994945656.USD","LU2028103732.USD","NVDY","LU0128525689.USD","NVDS.UK","NVDS","3NVD.UK","NVD3.UK","LU2463028550.USD","NVDD","LU1923622291.USD","LU0096362180.USD","LU2491050154.USD","LU0251142724.SGD","LU0689626769.HKD","LU1803068623.USD","LU0006306889.USD","IE00BMPRXQ63.HKD","LU1880398471.USD","LU0648000940.SGD","SNVD.UK","LU0345774631.USD","LU1642822529.SGD","NVD2.UK","LU0316494557.USD","LU2054465674.USD","NVDX","ON","SGXZ31699556.SGD","GOOGL","IE0004445015.USD","BK4503","LU0158827781.USD","LU1267930490.SGD","LU1974910355.USD","2NVD.UK","BK4581","NVIW.SI","NVD","NVDA"],"gpt_icon":1},{"id":"2510939768","title":"安森美半導體Q4財報全線遜色,創新性Treo能否破局?","url":"https://stock-news.laohu8.com/highlight/detail?id=2510939768","media":"FX168","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510939768?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 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目標價由60.00美元調整至52.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2510133062","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510133062?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 01:43","pubTimestamp":1739295801,"startTime":"0","endTime":"0","summary":"Truist Securities:维持ON Semiconductor(ON.US)评级,由持有调整至持有评级, 目标价由60.00美元调整至52.00美元。","market":"hk","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/2025/02/12014348092589.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":["ON"],"gpt_icon":0},{"id":"2510341573","title":"Roth MKM:維持ON Semiconductor(ON.US)評級,由買入調整至買入評級, 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