美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

iShares費城交易所半導體ETF

386.60

+7.972.10%

盤後：387.180.5800+0.15%18:42 EDT

成交量：559.26萬

成交額：21.64億

市值：242.01億

市盈率：7.38

高：389.60

開：382.67

低：382.67

收：378.63

52周最高：389.60

52周最低：160.26

股本：6,260.00萬

流通股本：6,260.00萬

量比：0.95

換手率：8.93%

股息：1.67

股息率：0.43%

每股收益(TTM):52.37

每股收益(LYR):-10.3727

淨資產收益率：40.11%

總資產收益率：0.66%

市淨率：1.63

市盈率(LYR):-37.27

資料載入中...

總覽公司新聞資訊公告

巨頭們競逐玻璃基板

集成电路材料创...

實地走訪華強北：內存條三個月漲三倍，電腦裝機成本激增近半

業績爆表+擴產加碼！這個賽道的機會藏不住了

港股異動 | 隔夜AMD暴跌影響芯片股華虹半導體(01347)跌超5% 兆易創新(03986)跌超4%

去年4月以來最大跌幅，納指「兩連跌」：軟件「失火」、芯片「遭殃」、科技「跳水」

华尔街见闻

早報（02.05）| 深夜暴跌！美股芯片股狂瀉，巨頭重挫17%！中東多國緊急斡旋，美伊重啓談判；谷歌雲收入暴增48%

AI需求增長擠壓產能 2026年汽車內存芯片面臨漲價

美股半導體板塊多數走高！AMD升逾5%，英特爾漲近4%

老虎资讯综合

奮進的河北·數讀新變化丨② 工業生產較快增長產業結構向新向優

亞太股市集體跳水，半導體多股跌停，港股華虹半導體大跌10%

21世纪经济报道

韓國綜合股價指數在連漲四天後下跌芯片股領跌

环球市场播报

瑞銀——中國科技洞察：瑞銀大中華區峯會後中國人工智能科技考察核心要點（附下載）

外资精华观点

我嘞個去，又漲價了！

《亞股》日股半日跌452點或0.8% 部分半導體股回落鎧俠逆漲逾8%

黃仁勳：未獲大陸新訂單，台灣40%芯片產能轉美國系誤讀！

黃仁勳來華真正目的揭開：國產新一輪芯片材料面世，美日連夜建廠

碩成膠粘項目投產；比亞迪籤電池材料大單

模切涂布圈

CPU爆火，但服務器領域還有更大機會

半导体产业纵横

頂流基金經理最新持倉曝光，年回報率最高近65%

21世纪经济报道

在存儲芯片最好的時候，鎧俠任命半導體老將出任CEO

华尔街见闻

{"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/SOXX/news?page=8"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"SOXX","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"SOXX\",,,,,undefined,":{"symbol":"SOXX","market":"US","secType":"STK","nameCN":"iShares費城交易所半導體ETF","latestPrice":386.6,"timestamp":1775851200000,"preClose":378.63,"halted":0,"volume":5592564,"hourTrading":{"tag":"盘后","latestPrice":387.18,"preClose":386.6,"latestTime":"18:42 EDT","volume":297791,"amount":115208893.70276,"timestamp":1775860924639,"change":0.58,"changeRate":0.0015,"amplitude":0.00357},"delay":0,"changeRate":0.021049573462219126,"floatShares":62600000,"shares":62600000,"eps":52.36565,"marketStatus":"盤後交易","change":7.97,"latestTime":"04-10 18:43:34 EDT","open":382.67,"high":389.6025,"low":382.67,"amount":2163628790.0639997,"amplitude":0.018309,"askPrice":387.18,"askSize":5,"bidPrice":386.3,"bidSize":1,"shortable":3,"etf":1,"ttmEps":52.36565,"tradingStatus":3,"nextMarketStatus":{"tag":"收盤","tradingStatus":0,"beginTime":1775865600000},"marketStatusCode":4,"adr":0,"adrRate":0,"exchange":"NASDAQ","adjPreClose":378.63,"sharesOutstanding":62750000,"nav":370.334799,"aum":23182958417.4,"dividendRate":0.004311,"bidAskSpread":0.000131,"preHourTrading":{"tag":"盘前","latestPrice":382.6,"preClose":378.63,"latestTime":"09:29 EDT","volume":84275,"amount":32009503.263749998,"timestamp":1775827799061,"change":3.97,"changeRate":0.010485,"amplitude":0.015081},"postHourTrading":{"tag":"盘后","latestPrice":387.18,"preClose":386.6,"latestTime":"18:42 EDT","volume":297791,"amount":115208893.70276,"timestamp":1775860924639,"change":0.58,"changeRate":0.0015,"amplitude":0.00357},"volumeRatio":0.946052,"optionData":{"bulkOrders":[{"symbol":"SOXX","call":true,"expireDate":1777608000000,"strike":"390.0","timestamp":1775835479485,"price":12.4,"volume":1698,"amount":2105520,"type":"-"}]},"impliedVol":0.4201,"impliedVolPercentile":0.724},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"SOXX\",,,,,undefined,":{"symbol":"SOXX","floatShares":62600000,"roa":"0.66%","roe":"40.11%","lyrEps":-10.372677,"volumeRatio":0.946052,"shares":62600000,"dividePrice":1.6668,"high":389.6025,"amplitude":0.018309,"preClose":378.63,"low":382.67,"week52Low":160.26,"pbRate":"1.63","psRate":"166.13","week52High":389.6025,"institutionHeld":0,"latestPrice":386.6,"committee":-0.666667,"eps":52.36565,"divideRate":0.004311,"volume":5592564,"delay":0,"ttmEps":52.36565,"open":382.67,"prevYearClose":301.15,"prevWeekClose":339.61,"prevMonthClose":328.66,"prevQuarterClose":328.66,"fiveDayClose":339.61,"twentyDayClose":330.19,"sixtyDayClose":333.3},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/SOXX\",params:#limit:5,,,undefined,":[{"date":"2026-03-17","symbol":"SOXX","amount":0.207944,"announcedDate":"2026-03-16","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-03-17","defaultRemindTime":1773754200000,"name":"iShares费城交易所半导体ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-03-20","payableDate":"2026-03-17","currency":"USD","dateTimestamp":1773720000000,"payDate":"2026-03-20"},{"date":"2025-12-16","symbol":"SOXX","amount":0.436272,"announcedDate":"2025-12-15","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-16","defaultRemindTime":1765895400000,"name":"iShares费城交易所半导体ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-19","payableDate":"2025-12-16","currency":"USD","dateTimestamp":1765861200000,"payDate":"2025-12-19"},{"date":"2025-09-16","symbol":"SOXX","amount":0.540748,"announcedDate":"2025-09-15","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-09-16","defaultRemindTime":1758029400000,"name":"iShares费城交易所半导体ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-09-19","payableDate":"2025-09-16","currency":"USD","dateTimestamp":1757995200000,"payDate":"2025-09-19"},{"date":"2025-06-16","symbol":"SOXX","amount":0.48328,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-06-16","defaultRemindTime":1750080600000,"name":"iShares费城交易所半导体ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-06-20","payableDate":"2025-06-16","currency":"USD","dateTimestamp":1750046400000,"payDate":"2025-06-20"},{"date":"2025-03-18","symbol":"SOXX","amount":0.261115,"announcedDate":"2025-03-17","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-03-18","defaultRemindTime":1742304600000,"name":"iShares费城交易所半导体ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-03-21","payableDate":"2025-03-18","currency":"USD","dateTimestamp":1742270400000,"payDate":"2025-03-21"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"SOXX\",market:\"US\",,,undefined,":[{"executeDate":"2016-06-21","recordDate":"2016-06-23","paymentDate":"2016-06-27","value":0.298797,"currency":"USD"},{"executeDate":"2016-09-26","recordDate":"2016-09-28","paymentDate":"2016-09-30","value":0.456883,"currency":"USD"},{"executeDate":"2016-12-21","recordDate":"2016-12-23","paymentDate":"2016-12-28","value":0.289869,"currency":"USD"},{"executeDate":"2017-03-24","recordDate":"2017-03-28","paymentDate":"2017-03-30","value":0.353167,"currency":"USD"},{"executeDate":"2017-06-27","recordDate":"2017-06-29","paymentDate":"2017-06-30","value":0.359753,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"SOXX\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"SOXX\",pageSize:20,pageCount:8,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2609585276","title":"巨頭們競逐玻璃基板","url":"https://stock-news.laohu8.com/highlight/detail?id=2609585276","media":"集成电路材料创...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609585276?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 18:49","pubTimestamp":1770288564,"startTime":"0","endTime":"0","summary":"据业内人士16日透露，SK集团旗下SKC正通过其子公司Absolics加速推进玻璃基板的量产准备工作。SKC之所以将重心转向玻璃基板，源于其现有核心业务的结构性局限。三星也将玻璃基板视为其下一代封装竞争力和价值链保障的重要组成部分。LG旗下的LG Innotek正在评估玻璃基板业务，将其作为现有基板和封装业务的延伸。业内人士将这些举措归因于玻璃基板工艺的复杂性以及即将到来的量产时间表。","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=nesSN2026020521260397a509f3&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=nesSN2026020521260397a509f3&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":["PR","BK4170","BK4535","BK4213","SSNLF","BK4543","SOXX","VGT","BK4588","BK4585"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2609375273","title":"實地走訪華強北：內存條三個月漲三倍，電腦裝機成本激增近半","url":"https://stock-news.laohu8.com/highlight/detail?id=2609375273","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609375273?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 18:42","pubTimestamp":1770288167,"startTime":"0","endTime":"0","summary":"电脑零部件涨价还在推高消费者购买成本。一周前，记者走访深圳华强北了解到，1TB固态硬盘售价600元至900多元，近日再前往华强北询价，发现1TB固态硬盘售价涨到了950元~1100元。再拉长时间线，多名商家反馈，近3个月内，内存价格涨了约3倍，固态硬盘价格也翻了倍。一名商家列出办公电脑装机配置表，原本预计价格不超过2000元，经计算后惊呼，比原本估计的多了1000元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602053642906558.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/202602053642906558.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":["LU1366333091.USD","LU0738911758.USD","LU2242649171.HKD","IE0004445239.USD","BK4535","SGXZ31699556.SGD","LU2462157665.USD","LU0949170426.SGD","LU1934455863.HKD","LU2360032135.SGD","LU0965508806.USD","AAPD","AAPX","MACW.SI","AAPW","AAPU","AAPB","IE00BN29S564.USD","LU0124676726.USD","LU2361044865.SGD","LU0868494617.USD","LU1127390331.HKD","LU2087621335.USD","LU2361045086.USD","LU2417539215.USD","IE0004445015.USD","IE00B775H168.HKD","IE00B3SWFQ91.USD","LU2237443549.SGD","SOXX","LU1046421795.USD","IE00BYXW3230.USD","LU1244550494.USD","IE00BFSS8Q28.SGD","LU1974910355.USD","LU2237443382.USD","LU0784384876.USD","AAPY","LU0472753341.HKD","SG9999014880.SGD","LU0079474960.USD","LU1066051811.HKD","LU2125154935.USD","IE00BK4W5L77.USD","IE00BK4W5M84.HKD","APLY"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2609322374","title":"業績爆表+擴產加碼！這個賽道的機會藏不住了","url":"https://stock-news.laohu8.com/highlight/detail?id=2609322374","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609322374?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 16:37","pubTimestamp":1770280628,"startTime":"0","endTime":"0","summary":"3大趋势锁定未来机会","market":"sh","thumbnail":"https://img3.gelonghui.com/e7f30-bf01789e-cbe1-4aff-b2a9-f372514bdf4b.jpg?guru_height=3328&guru_width=4864&guru_size=1626475","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/e7f30-bf01789e-cbe1-4aff-b2a9-f372514bdf4b.jpg?guru_height=3328&guru_width=4864&guru_size=1626475"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3778398","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":"gelonghui_highlight","symbols":["LU2289578879.USD","ASML","LU0345774391.USD","VGT","03165","BK4585","LU1734074674.USD","LU1794554557.SGD","002371","SOXX","BK4528","688012","LU1719994722.HKD","LU2399975544.HKD","300054","LU0345774631.USD","AI","LU1255011170.USD","BK0138","BK4551","LU2328871848.SGD","BK4023","IE00BD6J9T35.USD","BK4543","LU1997245094.SGD","BK0214","BK4588","BK4147","LU1303224171.USD","300604","LU2460026573.USD","LU2476274308.USD","688019","SGXZ49509284.SGD","688200","BK0188","LU1064130708.USD","LU1969619763.USD","BK4535","LU1655091616.SGD","BK0229","BK0251","LU1251922891.USD","LU0823434583.USD","603061","LU1820825898.SGD","LU1720050803.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2609134681","title":"港股異動 | 隔夜AMD暴跌影響芯片股 華虹半導體(01347)跌超5% 兆易創新(03986)跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609134681","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609134681?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 10:26","pubTimestamp":1770258381,"startTime":"0","endTime":"0","summary":"消息面上，超威半导体周三收跌17.31%，创2017年5月以来最大单日跌幅。AMD发布的2025财年第四财季报告显示，AMD去年四季度营收超百亿美元创新高、保持30%以上同比增速，EPS盈利增长放缓但较分析师预期高近16%。但与此同时，部分分析师认为，虽然AMD公布了超预期的营收利润表现，但一季度指引不及预期。受AMD大跌影响，隔夜“存储四巨头”也集体下跌，闪迪跌15.95%，美光科技跌9.55%。","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":"http://www.zhitongcaijing.com/content/detail/1401905.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_zhitongcaijing","symbols":["AMD","LU0082616367.USD","LU1813983027.USD","AMDG","LU0889565833.HKD","LU0056508442.USD","LU2039709279.SGD","VXUS","LU1880398554.USD","603986","VT","BK4575","BK1589","DAMD","LU2328871848.SGD","BK0132","BK4605","LU0081259029.USD","AMDD","LU1969619763.USD","LU2213484517.USD","BK4585","BK1607","LU1988902786.USD","BK4512","03986","LU1989764664.SGD","AMDU","AMUU","BK0102","BK0214","IE00BMPRXR70.SGD","LU1861559042.SGD","AMDY","BK4566","LU2098885051.SGD","159813","GFS","LU0823434740.USD","AMYY","01347","AMDW","01385","SOXX","LU1951198990.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609317191","title":"去年4月以來最大跌幅，納指「兩連跌」：軟件「失火」、芯片「遭殃」、科技「跳水」","url":"https://stock-news.laohu8.com/highlight/detail?id=2609317191","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609317191?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 08:27","pubTimestamp":1770251267,"startTime":"0","endTime":"0","summary":"华尔街对软件行业前景的担忧引发抛售潮，恐慌情绪从SaaS蔓延至芯片及AI基础设施，英伟达本周已下跌9%。有市场策略师质疑，英伟达跟SaaS有什么关系？“人们对一些盈利的股票获利了结，来填补在软件股遭遇的惨重损失，这更多反映了交易员的仓位调整。”","market":"nz","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://wallstreetcn.com/articles/3765001","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":["USAW.SI","BK4585","JEPQ","MNQmain","SQQQ","BK4534","QQQI","NVIW.SI","BK1147","QID","159813","QYLG","VGT","NQmain","QQQY","USJW.SI","BK4561","03086","BK4581","BK4593","SOXX","TQQQ","QQQJ","GPIQ","159659","BK4588","QQQE","BK4550","QQQ","QYLD","TSYW.SI","QLD",".IXIC","BK4535","PSQ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2609121393","title":"早報（02.05）| 深夜暴跌！美股芯片股狂瀉，巨頭重挫17%！中東多國緊急斡旋，美伊重啓談判；谷歌雲收入暴增48%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609121393","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609121393?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 08:08","pubTimestamp":1770250139,"startTime":"0","endTime":"0","summary":"中美元首通电话；光伏企业密集回应马斯克团队考察","market":"sh","thumbnail":"https://img7.gelonghui.com/column/2/120.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/2/120.png?guru_height=540&guru_width=375"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3769049","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":"gelonghui_highlight","symbols":["LU1201861165.SGD","GOOP","RWM","GOOW","IWN","SOXX","159813","GGLL","LU0187121727.USD","LU0320765059.SGD","LU1935043023.USD","UWM","GOOGL","IE00B5TLWC47.USD","GOOX","LU0942090050.USD","SRTY","LU2720916845.USD","IE00B775SV38.USD","GOU","BK4503","MNQmain","LU0006306889.USD","GGLS","GOOG","LU0444971666.USD","IE0004445015.USD","TZA","LU0289941410.SGD","USJW.SI","IE00B19Z8X17.USD","LU0557290698.USD","IWO","VT","LU0433182093.SGD","LU2602419157.SGD","SGXZ99366536.SGD","TNA","LU0316494557.USD","LU1974910355.USD","LU1585245621.USD","TWM","GOOY","LU0683600562.USD","LU2065171402.SGD","LU0868494617.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608136188","title":"AI需求增長擠壓產能  2026年汽車內存芯片面臨漲價","url":"https://stock-news.laohu8.com/highlight/detail?id=2608136188","media":"贝果财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608136188?lang=zh_tw&edition=fundamental","pubTime":"2026-02-04 20:15","pubTimestamp":1770207312,"startTime":"0","endTime":"0","summary":"“AI服务器的需求大增， 晶圆厂和封测厂的产能都排满了。”记者采访了解到，与2021年芯片短缺有所不同，此次芯片短缺是由于人工智能产业需求增长挤压产能。在AI需求呈爆发式增长的背景下，全球主要内存制造商正将产能优先分配给AI相关领域。理想汽车供应链负责人亦发出预警，2026年汽车行业存储芯片供应满足率或不足50%。AI需求导致结构性供需失衡汽车行业对“缺芯”并不陌生，过去几年，汽车行业遭遇了芯片短缺的挑战。","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=nesSN20260204201753a6d2d5f9&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=nesSN20260204201753a6d2d5f9&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":["BK4141","LU2250418816.HKD","BK4543","LU2458330243.SGD","LU2931357623.SGD","MU","BK4512","LU0082616367.USD","GB00BDT5M118.USD","BK4553","BK4554","IE00B19Z3581.USD","BK4585","LU0203345920.USD","LU1852331112.SGD","IE0002270589.USD","LU0056508442.USD","LU2286300806.USD","MUD","BK4605","LU0889565833.HKD","BK4566","BK4533","LU2360106780.USD","LU0719512351.SGD","LU0792757196.USD","MULL","IE00B7SZLL34.SGD","LU0109392836.USD","LU1366333091.USD","BK4579","LU1267930813.SGD","LU1323610961.USD","BK4588","BK4532","IE00B19Z3B42.SGD","LU2211815571.USD","LU2458330169.SGD","BK4527","LU2048586759.USD","BK4575","LU0889566641.SGD","SOXX","LU2089985449.USD","LU0127658192.USD","LU0081259029.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1120811496","title":"美股半導體板塊多數走高！AMD升逾5%，英特爾漲近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120811496","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1120811496?lang=zh_tw&edition=fundamental","pubTime":"2026-02-02 23:20","pubTimestamp":1770045628,"startTime":"0","endTime":"0","summary":"2月2日，美股半导体板块多数走高，$AMD(AMD)$涨超5%，$美光科技(MU)$涨超4%，$英特尔(INTC)$涨近4%，$台积电(TSM)$、$恩智浦(NXPI)$、$安森美半导体(ON)$涨超2%。","market":"us","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"76e576d21b77d5e34eeb5a8a1559ea65","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMDU","LU0056508442.USD","LU1861558580.USD","LU0321505868.SGD","IE0004445239.USD","BK4543","LU0823421333.USD","BK4532","LU0719512351.SGD","BK4566","BK4512","BK4515","LU0823421416.USD","LU1880398554.USD","LU0390134368.USD","SOXS","BK4575","BK4612","LU0823434583.USD","DAMD","BK4573","BK4614","IE00BMPRXR70.SGD","LU1880398471.USD","LU0979878070.USD","LU0097036916.USD","LU1861559042.SGD","LU0081259029.USD","BK4527","LU1852331112.SGD","LU1989764664.SGD","LU2458330243.SGD","GFS","LU0198837287.USD","LU1064131342.USD","LU2360106780.USD","IE0009356076.USD","AMDW","LU2931357623.SGD","LU1242518857.USD","LU0082616367.USD","BK4535","159582","SOXL","BK4579","IE00BMPRXN33.USD","SMH","IE00B5949003.HKD","SOXX","LU0889565833.HKD","BK4602","AMDG","AMDD","LU2458330169.SGD","LU0823434740.USD","LU2250418816.HKD","BK4605","LU1988902786.USD","AMYY","LU0321505439.SGD","LU2089985449.USD","BK4550","AMDY","LU2543165471.USD","BK4588","LU1951198990.SGD","LU1923623000.USD","VT","BK4529","LU0274383776.USD","BK4533","LU1316542783.SGD","INTC","BK4141","LU2355687059.USD","LU1951200564.SGD","LU1242518931.SGD","LU2264538146.SGD","LU1803068979.SGD","LU0642271901.SGD","AMD","AMDL","BK4534","LU1303367103.USD","LU2098885051.SGD","BK4585","LU0127658192.USD","LU2148611432.USD","LU0109392836.USD","BK4554","AMUU","LU2054465674.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608868247","title":"奮進的河北·數讀新變化丨② 工業生產較快增長 產業結構向新向優","url":"https://stock-news.laohu8.com/highlight/detail?id=2608868247","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608868247?lang=zh_tw&edition=fundamental","pubTime":"2026-02-02 19:01","pubTimestamp":1770030060,"startTime":"0","endTime":"0","summary":"工业是国民经济的\"压舱石\"。2025年，河北规上工业增加值同比增长7.9%，高于全国2个百分点，排名全国第6，增速和排名均创近十年最好水平。《奋进的河北·数读新变化》，为您解读。机器人领域，工业机器人、服务机器人累计产量分别增长29.3%、11.3%。总的来看，新质生产力正在河北规上工业中加速成长，在一系列存量和增量政策的协同推动下，我想2026年河北规上工业这种向新向优的增长势头有望继续保持，高质量发展的基础会更加扎实。","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/jjxw/2026-02-02/doc-inhkmsfz0821108.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":["BK4535","SOXX","600480","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608831280","title":"亞太股市集體跳水，半導體多股跌停，港股華虹半導體大跌10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608831280","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608831280?lang=zh_tw&edition=fundamental","pubTime":"2026-02-02 12:03","pubTimestamp":1770004980,"startTime":"0","endTime":"0","summary":"　　2月2日，亚太股市集体跳水。截至北京时间11：50左右，日本东证指数、日经225指数回吐此前涨幅；韩国KOSPI指数跌幅扩大至5%，其中，韩国半导体板块领跌，SK海力士跌超6%，三星电子跌逾4%。最新消息，韩国证券交易所短暂暂停股票交易。　　A股方面，市场早间震荡调整，三大指数均跌超1%。　　国投白银LOF复牌跌停，溢价率收窄至43.8%。今日早盘，多个贵金属主题LOF走弱，黄金主题LOF、黄金LOF双双跌超7%，嘉实黄金LOF跌超6%。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-02-02/doc-inhkkzkc7465328.shtml","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;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"f3676e7fde60c067ea85650a52006aa6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-02-02/doc-inhkkzkc7465328.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":["LU0708995583.HKD","VT","SOXX","BK1589","BK1163","BK4588","LU0052750758.USD","SG9999006597.SGD","BK4585","LU0320764599.SGD","BK1607","BK4535","01347","IE0034224299.USD","159582","BK1614"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608669880","title":"韓國綜合股價指數在連漲四天後下跌 芯片股領跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2608669880","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608669880?lang=zh_tw&edition=fundamental","pubTime":"2026-02-02 08:33","pubTimestamp":1769992380,"startTime":"0","endTime":"0","summary":"受芯片股走弱及贵金属价格暴跌拖累，韩国综合股价指数最大跌幅达 2.7%，凸显出全球金融市场情绪的脆弱性。三星和 SK 海力士股价分别一度大跌 3.3% 和 5.3%，随后跌幅收窄。韩国综合股价指数跌幅收窄至 1% 左右。海外资金与本土机构均在净卖出韩国综指成分股，散户投资者则逆势买入。韩国创业板指数跌幅大幅收窄，险些抹平此前高达 3% 的跌幅。","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/usstock/c/2026-02-02/doc-inhkkqum4334062.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4585","BK4535","BK4588","SOXX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2607905071","title":"瑞銀——中國科技洞察：瑞銀大中華區峯會後中國人工智能科技考察核心要點（附下載）","url":"https://stock-news.laohu8.com/highlight/detail?id=2607905071","media":"外资精华观点","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607905071?lang=zh_tw&edition=fundamental","pubTime":"2026-01-31 17:56","pubTimestamp":1769853360,"startTime":"0","endTime":"0","summary":"2025年现有交易额度利用率超95%，预计2026年年中上调关联交易额度；当前需求以大语言模型训练为主，2026年随着小米生态及外部原生人工智能应用落地，推理需求将逐步释放。部分招标项目已获省级电力配额批准，但尚未取得国家发改委许可，行业专家预计春节前后发改委将启动下一轮审批。","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=nesSN2026013118324597a4451a&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=nesSN2026013118324597a4451a&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":["BK4535","BK4531","BK4614","SOXX","BK4529","BK4607","BK4116","GDS","BK4563","BK4526","BK4505","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2607096999","title":"我嘞個去，又漲價了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2607096999","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607096999?lang=zh_tw&edition=fundamental","pubTime":"2026-01-30 14:20","pubTimestamp":1769754000,"startTime":"0","endTime":"0","summary":"　　三个涨价，关系你我他。　　第一个、三星电子在今年第一季度将NAND闪存的供应价格上调了100%以上，这一涨幅远超市场此前预期。　　第二、1月27日晚间，中微半导在官方微信号发布了涨价函，决定于即日起对MCU、Nor flash等产品进行价格调整，涨价幅度为15%至50%。　　截至去年三季度末，万科已经偿还288.9亿元公开债务，其中，来自深铁集团的借款起到了重要作用，年内深铁集团累计向万科提供借款金超300亿元。MACD金叉信号形成，这些股涨势不错！","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/money/fund/etf/2026-01-30/doc-inhkakfh0208262.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":["BK1555","02202","159982","BK4585","BK4588","IE0034224299.USD","601069","BK1521","SMH","SOXX","BK1507","000002","BK1240","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2607064170","title":"《亞股》日股半日跌452點或0.8% 部分半導體股回落 鎧俠逆漲逾8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607064170","media":"AASTOCKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607064170?lang=zh_tw&edition=fundamental","pubTime":"2026-01-30 11:06","pubTimestamp":1769742360,"startTime":"0","endTime":"0","summary":"日股早市回落，受纳指隔晚(29日)下跌影响，半导体相关股出现仓位调整。日经平均指数高开59点，初段升214点高见53,590点后掉头下跌，半日以低位52,923点收市，跌452点或0.8%。人工智能及半导体股方面，Advantest(6857.JP)跌5.6%，迪思科(6146.JP)及雷泰光电(6920.JP)跌2....","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240321132812466_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240321132812466_s.jpg"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1499956&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1499956&catg=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":"aastocks_forex","symbols":["BK4588","SOXX","BK4535","BK4585"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2607062328","title":"黃仁勳：未獲大陸新訂單，台灣40%芯片產能轉美國系誤讀！","url":"https://stock-news.laohu8.com/highlight/detail?id=2607062328","media":"芯智讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607062328?lang=zh_tw&edition=fundamental","pubTime":"2026-01-30 09:46","pubTimestamp":1769737590,"startTime":"0","endTime":"0","summary":"黄仁勋在机场接受在场等候媒体的采访时，也有被问到中国大陆市场一事。他表示，过去几天访问中国大陆期间见了很多人和客户，但是并未获得任何新的AI芯片订单。黄仁勋还预期，未来对于台积电晶圆的需求和产能规模，将远超过中国台湾既有可提供的规模。黄仁勋对于台积电的执行力非常满意，双方一直携手合作，扩大产能。","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=nesSN20260130105554a467228c&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=nesSN20260130105554a467228c&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":["NVD","NVDD","NVDU","IE00BQXX3F31.USD","NVDY","LU1720051017.SGD","LU0128525929.USD","LU1935042991.SGD","NVDX","SNVD.UK","TSM","IE000ITXATA3.USD","DIPS","LU2083900584.USD","NVDA","LU0210528500.USD","SG9999014880.SGD","LU1623119135.USD","BK4602","NVDS.UK","LU1934455194.USD","IE00BYXW3230.USD","LU2357305700.SGD","LU0210536198.USD","NVD2.UK","IE00BMPRXN33.USD","NVD3.UK","NVDS","LU0719512351.SGD","NVDG","LU1712237335.SGD","03145","NVII","LU1951200564.SGD","LU0820562030.AUD","LU2041044095.USD","IE0009356076.USD","SOXX","LU2294711713.HKD","BK4141","NVDQ","NVDW","NVIW.SI","3NVD.UK","2NVD.UK","LU2487616109.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2607057041","title":"黃仁勳來華真正目的揭開：國產新一輪芯片材料面世，美日連夜建廠","url":"https://stock-news.laohu8.com/highlight/detail?id=2607057041","media":"互联鱼","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607057041?lang=zh_tw&edition=fundamental","pubTime":"2026-01-30 07:27","pubTimestamp":1769729257,"startTime":"0","endTime":"0","summary":"但如果我们把视线稍微挪开，看看他前脚刚走，后脚美日两国就宣布要“连夜”建厂搞合成钻石，这味道就完全不一样了。所以黄仁勋来华，与其说是来发红包，不如说是来“验货”和“探路”的。这就不难理解，为什么美日要“连夜”宣布合作建厂了，因为他们急了。这背后是一场关于未来算力底座的材料争夺。","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=nesSN20260130073120a6bd5b16&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=nesSN20260130073120a6bd5b16&s=b","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":"tencent","symbols":["LU2249611893.SGD","LU2471134879.HKD","NVII","3NVD.UK","LU0096362180.USD","NVD","NVDW","LU0823421416.USD","LU0823421333.USD","IE00BJTD4N35.SGD","LU1839511570.USD","LU0511384066.AUD","LU0157215616.USD","LU2552382215.SGD","IE00B19Z8X17.USD","NVDX","SOXX","LU2552382132.HKD","LU2552382058.USD","NVIW.SI","DIPS","LU1914381329.SGD","NVDS","LU2471134952.CNY","LU2420271590.USD","NVD3.UK","LU2237957811.SGD","NVDA","2NVD.UK","LU0029864427.USD","NVD2.UK","LU2237957902.USD","NVDG","NVDD","NVDQ","LU2065171402.SGD","LU0708994859.HKD","NVDU","LU0353189763.USD","NVDS.UK","LU1992135399.USD","LU2505996509.AUD","LU2543165471.USD","SNVD.UK","LU2065171311.SGD","NVDY"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2607056338","title":"碩成膠粘項目投產；比亞迪籤電池材料大單","url":"https://stock-news.laohu8.com/highlight/detail?id=2607056338","media":"模切涂布圈","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607056338?lang=zh_tw&edition=fundamental","pubTime":"2026-01-29 17:57","pubTimestamp":1769680671,"startTime":"0","endTime":"0","summary":"[太阳]1月23日比亚迪新签30万吨电池材料大单海科新源公告，与深圳市比亚迪锂电池有限公司于2026年1月23日签署《长期合作协议暨湖北项目管输合作协议》。协议有效期为3年，在协议有效期内，海科新源以管输方式向比亚迪锂电池湖北项目供应协议所购产品每年至少10万吨，三年合计采购量至少30万吨。","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=nesSN20260129200807a464bb93&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=nesSN20260129200807a464bb93&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":["BK4535","BK4588","BK4585","SOXX","EVS.SI","BYDDY","BK4099"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2607982700","title":"CPU爆火，但服務器領域還有更大機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2607982700","media":"半导体产业纵横","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607982700?lang=zh_tw&edition=fundamental","pubTime":"2026-01-29 17:56","pubTimestamp":1769680599,"startTime":"0","endTime":"0","summary":"CPU作为协调这些流量的核心功能，不仅将推动传统服务器的更新换代，还将带来扩大装机基数的新需求\"。英特尔曾一度占据服务器CPU市场97%的绝对垄断地位，但AMD凭借其EPYC系列处理器的强大产品力，成功上演了一场逆袭。他们预计全球AI服务器ASIC的出货量在2024到2027年间将增长三倍，并将在2028年超过数据中心GPU的出货量，届时全球数据中心AI服务器ASIC出货量将超过1500万片。","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=nesSN20260129175952a464428d&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=nesSN20260129175952a464428d&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":["LU0354030511.USD","GOOX","AMZY","MSFY","MSFU","USAW.SI","MSFX","MSFL","AMZD","GGLS","AMDU","MSFO","INTC","ON","GOOY","GOOGL","AZYY","AMYY","GFS","MSFD","LU1670627923.USD","AMDW","AMUU","DAMD","GOU","AMZW","AMDY","GOOG","USJW.SI","LU1232071149.USD","LU1162221912.USD","MSFW","AMZU","GGLL","LU1691799644.USD","SOXX","AMD","AMDD","GOOP","MSFT","AMDG","AMZZ","GOOW"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2607770747","title":"頂流基金經理最新持倉曝光，年回報率最高近65%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607770747","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607770747?lang=zh_tw&edition=fundamental","pubTime":"2026-01-29 14:11","pubTimestamp":1769667060,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！此外，恒生指数下跌4.56%，恒生中国企业指数下跌6.72%。　　随着公募基金2025年四季报披露完毕，傅鹏博、朱少醒、张坤、葛兰、谢治宇、李晓星、刘彦春等明星基金经理的持仓动向与后市展望浮出水面。　　Wind数据显示，锚定科技主线的基金在2025年四季度及2025年全年斩获显著超额收益。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/marketresearch/2026-01-29/doc-inhixyxx6740693.shtml","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;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-01-29/doc-inhixyxx6740693.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":["BK4587","BK4551","BK4543","BK4588","BK4528","BK4535","SOXX","BK4585","BK4023"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2607771487","title":"在存儲芯片最好的時候，鎧俠任命半導體老將出任CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2607771487","media":"华尔街见闻","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607771487?lang=zh_tw&edition=fundamental","pubTime":"2026-01-29 14:01","pubTimestamp":1769666514,"startTime":"0","endTime":"0","summary":"铠侠在AI存储需求高涨之际，任命资深半导体专家Hiroo Oota为新CEO。此次换帅是为把握市场上升周期，加速推动其高性能NAND闪存及企业级固态硬盘在AI基础设施中的核心地位，以巩固行业领导优势。","market":"sh","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://wallstreetcn.com/articles/3764444","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SOXX","BK4588","BK4585","BK4535"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":8,"totalSize":200,"code":"91000000","status":"200"}]}}