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Global X Artificial Intelligence & Technology ETF
65.66
-0.2600
-0.39%
成交量：
26.22万
成交额：
1,720.39万
市值：
105.01亿
市盈率：
-386.24
高：
65.92
开：
65.05
低：
65.05
收：
65.92
52周最高：
70.26
52周最低：
44.46
股本：
1.60亿
流通股本：
1.60亿
量比：
1.31
换手率：
0.16%
股息：
0.05
股息率：
0.07%
每股收益(TTM):
-0.1700
净资产收益率：
--
总资产收益率：
--
市净率：
-1174.08
市盈率(LYR):
- -
数据加载中...
总览
公司
新闻资讯
公告
重点关注：三星电子、百事可乐、台积电
投资观察
·
10/08
AMD股价预测：CPU市场扩张预期或将支撑股价持续上涨，花旗上调目标价至800美元
TradingKey中文
·
10/08
Counterpoint：次季全球晶圆代工2.0市场营收按年增长25% 台积电份额升至42%
阿斯达克财经
·
10/08
受人工智能芯片需求拉动，台积电9月销售额同比大幅飙升
环球市场播报
·
10/08
Counterpoint：26Q2全球晶圆代工2.0市场营收同比增长25%至966亿美元 先进封装成为关注焦点
智通财经
·
10/08
台积电（TSM）Q3营收1.49万亿新台币创新高 前三季度营收同比增41.1%
金吾财讯
·
10/08
机构指台积电（TSM）2027年前营收增速有望超40% 上调目标价至4000新台币
金吾财讯
·
10/08
盘前异动 | 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款
老虎资讯综合
·
10/08
别再用消费级周期看美光(MU.US)！AI正改写NAND逻辑，企业级SSD已接管定价权
智通财经
·
10/08
台积电(TSM.US)Q3营收同比增51%超预期！市场紧盯2027资本开支、海外产能与晶圆定价
智通财经
·
10/08
港股异动 | 台积电9月销售额环比减少0.6% 华虹宏力(01347)跌超9% 中芯国际(00981)跌超6%
智通财经
·
10/08
大行评级丨花旗：2030年CPU市场规模料达3000亿美元，AMD目标价升至800美元
格隆汇
·
10/08
台积电第三季度营收增长50%，AI需求保持强劲
格隆汇
·
10/08
豪掷82亿美元，芯片巨头押注的世界模型究竟是什么
蓝鲸财经
·
10/08
台积电第三季度营收同比增长50%，超出市场预期
路透中文
·
10/08
台积电(TSM.US)：2026年1月至9月累计营收为新台币38,987.3亿元，较2025年同期增加41.1%。
智通财经
·
10/08
台积电9月销售额5,118.6亿元新台币，同比增长54.6%。
格隆汇
·
10/08
台积电第三季度累计销售额为1.49万亿台币。
智通财经
·
10/08
瑞声科技加入英特尔中国液冷创新加速计划
科技日报
·
10/08
花旗预计台积电2027年前营收增速保持40%以上
链捕手
·
10/08
更多
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截至美东时间10月7日（周三）收盘，AMD（AMD）股价在周二创下658.52美元的历史新高后，周三股价下跌0.55%，但技术面显示出股价仍然维持上涨趋势，而花旗最新将目标价由575美元大幅上调至800美元，进一步提高了市场对公司CPU业务长期增长空间的关注。","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260721/amd--6ad76969079b4b4f97b4145c9055f28c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260721/amd--6ad76969079b4b4f97b4145c9055f28c.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262205959-amd-forecast-cpu-market-expansion-citi-target-800-tradingkey","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":["LU0174119429.USD","LU2290526834.HKD","LU2896262040.SGD","BK4588","SOXY","LU1988902786.USD","SGXZ81514606.USD","AMD","LU2461242641.AUD","TTEQ","AMDD","LU2860962120.EUR","LU0979878070.USD","IE00B5949003.HKD","BAI","LU2250418816.HKD","LU0109391861.USD","CHAT","CNAV","LU0348723411.USD","LU2264538146.SGD","LU2265009873.SGD","LU2458330243.SGD","LU1989772840.SGD","PSI","LU2360106780.USD","LU1880398471.USD","XNTK","LU2360107168.USD","SGXZ99366536.SGD","LU0642271901.SGD","LU1861559042.SGD","LU0251132253.USD","LU2054465674.USD","LU0719512351.SGD","LU2361044865.SGD","LU1861220033.SGD","LU0210536198.USD","IE00BQXX3F31.USD","BK4532","IE00BKVL7J92.USD","LU2543165471.USD","SMH","LU0708995401.HKD","LU2236285917.USD","GAMR","LU1242518857.USD","LU1064131342.USD","LU1303367103.USD","LU1242518931.SGD","TEK","USXF","IE00BQXX3D17.EUR","LU0792757196.USD","LU1951200564.SGD","LU1861558580.USD","IE0001KFT4U8.USD","IE00BMPRXQ63.HKD","LU0390134368.USD","SGXZ51526630.SGD","LU1267930730.SGD","LU0127658192.USD","ARTY","WISE","LU2098885051.SGD","WUGI","AMDL","BK4512","LU0823434583.USD","LU1989772923.USD","IETC","LU0109392836.USD","IE00BZ1G4Q59.USD","LU0081259029.USD","LU0048584097.USD","LU2931357623.SGD","BK4566","LU0823421333.USD","LU0889566641.SGD","LU1861215975.USD","LU2417539215.USD","LU0889565833.HKD","AMDY","AMDG","LU0056508442.USD","LU1880398554.USD","LU2361045086.USD","LU2089985449.USD","AMDU","BK4585","BK4612","ILDR","LU0274383776.USD","LU2456880835.USD","LU1232071149.USD","LU1989764748.USD","LU0786609619.USD","FAI","BK4573","BK4575","LU1989764664.SGD","LU0133085943.USD","LU1923623000.USD","BK4554","AIS","AMUU","LU0320765059.SGD","LU0823434740.USD","LU1951198990.SGD","AMDS","LEGR","FTXL","LU2242649171.HKD","LU1267930813.SGD","IE00BMPRXR70.SGD","LU1803068979.SGD","LU2108987350.USD","LU2361044949.HKD","DAMD","LU0672654240.SGD","BK4543","LU0198837287.USD","TRFK","LU1804176565.USD","SMHX","IE0004445239.USD","SOXX","IE00B1BXHZ80.USD","BK4141","AMDW","SAMD0main","AMYY","AIQ","IE0009356076.USD","LU1316542783.SGD","LU2355687059.USD","QQQA","IE00BMPRXN33.USD","BK4614","LU0823421416.USD","LU1852331112.SGD","CHPS","SG9999001424.SGD","LU2462591350.SGD","LU0082616367.USD","LU2247934214.USD","IE00BQXX3C00.GBP","BK4534","BK4605","AMDC","LU2458330169.SGD","BK4529"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673974020","title":"Counterpoint：次季全球晶圆代工2.0市场营收按年增长25% 台积电份额升至42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673974020","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673974020?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 17:08","pubTimestamp":1791450480,"startTime":"0","endTime":"0","summary":"Counterpoint Research调查显示，第二季全球晶圆代工2.0市场营收按年增长25%至966亿美元，增速较第一季的24%进一步提升。Counterpoint 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1.35%。英伟达、苹果均是台积电的客户。人工智能高端芯片需求爆发，台积电成为主要受益方。该设备是制造更先进芯片的核心技术，台积电由此与三星电子一道，成为这项新技术的采购客户。台积电定于下周正式公布第三季度完整财报。","market":"fut","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/2026-10-08/doc-iniupafi7737806.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2250418816.HKD","LU2089284900.SGD","LU0175139822.USD","IE00BZ199S13.USD","LU0541502299.USD","03145","LU2111349929.HKD","LU0965509010.AUD","LU2211815571.USD","CNEQ","BK4605","LU1934455863.HKD","LU0882747503.HKD","LU1282649810.SGD","SMH","IE00BFXG0V08.USD","TEK","LU0056508442.USD","LU0889565833.HKD","ESIM","LU2360108059.USD","BK4503","LU0689626769.HKD","LU2237443382.USD","IE0004445239.USD","IE0004086264.USD","TSMZ","BK4612","LU0143863784.USD","LU0345770308.USD","LU1868837565.USD","LU0238689110.USD","LU1989772840.SGD","MEMX","BK4554","LU0143863198.USD","LU0541501648.USD","KNOW","ASIA","LU2471134879.HKD","BK4527","LU1868837722.USD","TSM","LU2750360641.GBP","EMC","BK4533","BK4526","LU0323591593.USD","IE00B3M56506.USD","LU0878004406.USD","LU2458330169.SGD","LU1037948897.HKD","BK4602","LU0198837287.USD","LU0353189763.USD","LU0289960550.SGD","LU1048588211.SGD","LU2237443549.SGD","FDTX","LU2106854487.HKD","LU0124676726.USD","SGXZ51526630.SGD","HK0000107257.USD","LU2063271972.USD","IE0004091025.USD","LU0109392836.USD","BK4591","LU2211814178.USD","LU2471134523.USD","SGXZ99366536.SGD","BK4585","LU2125154935.USD","TSMX","LU2092937221.SGD","LU1934455194.USD","LU0719512351.SGD","LU2125154778.USD","CORO","LU0823414478.USD","LU1989772923.USD","LU2298321311.HKD","LU0642271901.SGD","AVXC","LU2133065610.SGD","TTEQ","IE00BYQQ9H92.USD","LU1037948541.HKD","LU0572939691.SGD","LU0353189680.USD","LU0861579265.USD","SPTE","BK4512","IE00B5TLWC47.USD","LU1323610961.USD","LU1623119135.USD","LU0211328371.USD","LU0488056044.USD","BK4505","BK4588","LU1508157978.USD","LU2294711713.HKD","LU0572940350.SGD","LU0211327993.USD","LU2360032135.SGD","LU2458330243.SGD","LU2860962120.EUR","LU2087625088.SGD","SG9999004220.SGD","LU2506951792.HKD","AVEM","LU2663582299.SGD","LU0792757196.USD","LU1917777945.USD","BK4548","BK4534","LU0348723411.USD","CHPX","LU1023057109.AUD","LU2041044095.USD","LU0878005551.USD","AVSE","TINS","IE00BQXX3D17.EUR","LU1267930813.SGD","LU1989764664.SGD","STSM","LU0384037296.USD","LU1712237335.SGD","LU0965509283.SGD","ADVE","LU2543165471.USD","WUGI","BAI","LU0094547139.USD","BK4141","BLOX","LU1989764748.USD","CGIC","LU2471134796.USD","LU2249611893.SGD","LU0310799852.SGD","LU0345770993.USD","TSMY","LU2471134952.CNY","LU0823421333.USD","CGGO","LU0965508806.USD","LU1316542783.SGD","LU0082616367.USD","LU0359201612.USD","LU2750360997.AUD","LU0316494557.USD","LU0158827781.USD","LU1211504680.USD","LU2271345857.HKD","IE00BD6J9T35.USD","LU1282649067.USD","TWSC","LU1868838027.USD","AIQ","IE00BQXX3C00.GBP","LU2023251221.USD","LU0359202008.SGD","LU2089283258.USD","LU0889566641.SGD","LU1803068979.SGD","LU2491050154.USD","LU1934455277.USD","CGDG","LU2247934214.USD","SGXZ81514606.USD","LU1267930490.SGD","BK4543","IE00BHPRN162.USD","IE00BQXX3F31.USD","LU2491050071.SGD","LU1974910355.USD","BK4581","TSMG","SPWO","LU0359201885.HKD","BK4550","LU1852331112.SGD","LU2237443622.USD","LU2023250504.SGD","LU0072462343.USD","LU0158827948.USD","LU2028103732.USD","CGNG","LU2357125470.USD","EMM","LU2237443978.SGD","UMMA","LU2491049909.HKD","LU0823421416.USD","IE00BKPKM429.USD","LU0965509101.SGD","LU2054465674.USD","LU0264606111.USD","BK4532","LU0823414551.USD","CWI","SG9999000418.SGD","LU2360106780.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673147027","title":"Counterpoint：26Q2全球晶圆代工2.0市场营收同比增长25%至966亿美元 先进封装成为关注焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2673147027","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673147027?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:43","pubTimestamp":1791448982,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据Counterpoint Research最新发布的晶圆代工供应追踪报告，2026年第二季度全球晶圆代工2.0市场营收同比增长25%、环比增长11%，达到966亿美元。Counterpoint Research 预计，台积电 2026年全年营收将增长约 43%。展望：后端产能与计算多元化将影响2026年下半年市场走势随着 AI 需求从 GPU 扩展至定制化 ASIC、服务器 CPU 和电源组件，Counterpoint Research 预计，2026年下半年晶圆代工2.0市场将保持两位数同比增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1504614.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":["BK4535","TSMY","SMH","AVXC","BLOX","LU0965508806.USD","HK0000304805.HKD","BK4579","LU0345770993.USD","IE0004091025.USD","LU2764263039.SGD","QQQA","LU2092937221.SGD","LU2125154935.USD","LU0859254822.USD","BK4575","WUGI","LU2860962120.EUR","IE00BHPRN162.USD","LU0081259029.USD","AVEM","INTC","LU0823421416.USD","LU0882747503.HKD","LU0274383776.USD","LU0094547139.USD","CGGO","LU1852331112.SGD","LU2458330169.SGD","LU1868837565.USD","LU2148611432.USD","SGXZ51526630.SGD","IE00BYQQ9H92.USD","AIQ","EMM","LU1934455863.HKD","LU0359202008.SGD","IE00BQXX3D17.EUR","LU1282649067.USD","LU2148510915.USD","LU1282649810.SGD","TSMX","BK4581","TSMG","LU2471134523.USD","LU0175139822.USD","LU2125154778.USD","LU0878004406.USD","BK4534","HK0000304797.USD","LU0211328371.USD","LU2764262908.HKD","LU2357627491.SGD","LU2244417387.USD","LU0082616367.USD","BK4591","BAI","KNOW","LU1974910355.USD","BK4533","LU2750360641.GBP","ASX","00981","LU0198837287.USD","TINS","IE00BKPKM429.USD","ADVE","IE00BFXG0V08.USD","LU0109392836.USD","BK4532","LU2063271972.USD","LU2089284900.SGD","SG9999000418.SGD","TSMZ","LU2357125470.USD","FDTX","LU0321505868.SGD","LU0823414551.USD","LU1267930813.SGD","LU0889565833.HKD","AIS","LU0359201885.HKD","BK4527","INTW","LU2543165471.USD","LU1064131003.USD","SOXX","FTXL","LU0965509101.SGD","CHPX","HK0000107257.USD","TTEQ","LU0965509283.SGD","LU2247934214.USD","LU2294711713.HKD","IE0004445239.USD","BK4588","LU2023251221.USD","IE000SO60NU8.SGD","LU0642271901.SGD","BK0214","LU0289960550.SGD","LU1048588211.SGD","SGXZ81514606.USD","LU2360106780.USD","LU0353189680.USD","LU2271345857.HKD","LU0572940350.SGD","LU1508157978.USD","LU0048573561.USD","INYY","04335","EMC","SINTCmain","LU1868838027.USD","LU2931357623.SGD","LU0348723411.USD","LU1037948541.HKD","LU0353189763.USD","LU1934455194.USD","LU0310799852.SGD","LU1064130708.USD","LU0143863784.USD","688981","LU0323591593.USD","LU2663582299.SGD","LU1989772840.SGD","LU0541502299.USD","IE00BQXX3F31.USD","LU0878005551.USD","LU1712237335.SGD","ESIM","BK4141","LU2360108059.USD","LU1023057109.AUD","LU2250418816.HKD","LU2133065610.SGD","TSM","LU1989764664.SGD","LU2750360997.AUD","IE000MB6IJN5.SGD","LU2054465674.USD","LU0541501648.USD","LU2360032135.SGD","LU0384037296.USD","LU2089283258.USD","SPWO","LU0316494557.USD","BK4529","BK4526","LU2237443622.USD","SGXZ81163826.USD","LU0251131958.USD","LU1267930490.SGD","LU2491050071.SGD","XNTK","LU0124676726.USD","LU2458330243.SGD","LU0689626769.HKD","TSMU","CNEQ","INT","ASIA","LU0264606111.USD","BK4512","BK4503","LU2211815571.USD","IE000WAW04H5.SGD","LU0823421333.USD","LU2249611893.SGD","LU1803068979.SGD","CHPS","LU0861579265.USD","SGXZ99366536.SGD","BK4605","CGIC","LU1623119135.USD","STSM","BK4612","LU0158827781.USD","LU2211814178.USD","LU0154236417.USD","LU0359201612.USD","LU0211327993.USD","LU2111349929.HKD","BK4585","IE00B3M56506.USD","LU2491049909.HKD","IE000F7OJYX1.SGD","LU0097036916.USD","IE000M9KFDE8.USD","LU1868837722.USD","LU2471134796.USD","TEK","IE00BQXX3C00.GBP","LU0251142724.SGD","TWSC","IE000BZT7R73.USD","LU0345770308.USD","LU0719512351.SGD","LU2237443978.SGD","LU1323610961.USD","LU2720916845.USD","LU2106854487.HKD","CWI","IE0004086264.USD","LU2087625088.SGD","LU2028103732.USD","BK4602","LU2041044095.USD","LU0056508442.USD","LU0158827948.USD","LU2491050154.USD","IE00BD6J9T35.USD","LU1917777945.USD","IE0000B7K699.USD","IE00BZ199S13.USD","LU1934455277.USD","LU0742534661.SGD","LU2298321311.HKD","SPTE","CGDG","LU0149725797.USD","AVSE","LU0572939691.SGD","LU2237443382.USD","LINT","LU1316542783.SGD","LU2237443549.SGD","LU2089985449.USD","LU0143863198.USD","LU0889566641.SGD","LEGR","LU0238689110.USD","LU2764263203.CNY","BK4515","LU0965509010.AUD","LU1989764748.USD","LU0321505439.SGD","CGNG","03145","LU0823414478.USD","LU2023250504.SGD","DRIV","LU2471134879.HKD","BK4550","LU1037948897.HKD","LU0187121727.USD","BK4505","BK4543","IE00B5TLWC47.USD","LU0792757196.USD","MEMX","LU1211504680.USD","SG9999004220.SGD","SGXZ49509284.SGD","LU2471134952.CNY","LU2506951792.HKD","CORO","BK4548","LU0488056044.USD","BK4554","LU0072462343.USD","LU1989772923.USD","UMMA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673102087","title":"台积电（TSM）Q3营收1.49万亿新台币创新高 前三季度营收同比增41.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673102087","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673102087?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:35","pubTimestamp":1791448511,"startTime":"0","endTime":"0","summary":"分月度来看，台积电9月营收5118.6亿新台币，同比增长54.6%，较8月小幅下降0.6%。完整三季度财务报告及更新业绩指引将于10月15日对外公布；LSEG SmartEstimate市场预期其第三季度净利润7408亿新台币，同比增长64%。2026年前九个月，台积电累计营收3.90万亿新台币，同比增长41.1%，AI加速器、数据中心先进芯片需求保持强劲。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZWE1ODViOTJlYWU0Yzg0YTU1MDJhZDdhZjY5ZjlmNDM0MDU5MzAwNzIw.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZWE1ODViOTJlYWU0Yzg0YTU1MDJhZDdhZjY5ZjlmNDM0MDU5MzAwNzIw.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306958","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVEM","LU0158827781.USD","LU1508157978.USD","LU1267930813.SGD","TSMY","LU1934455277.USD","LU1316542783.SGD","CGDG","LU2237443549.SGD","EMC","TTEQ","IE00BKPKM429.USD","LU2023250504.SGD","LU2294711713.HKD","TSMU","CNEQ","LU0143863784.USD","LU0889566641.SGD","WUGI","TWSC","LU1803068979.SGD","IE00B5TLWC47.USD","SG9999004220.SGD","LU0345770993.USD","LU1989764748.USD","LU1037948897.HKD","BK4591","LU0965509010.AUD","LU1623119135.USD","LU0124676726.USD","LU0889565833.HKD","IE00BFXG0V08.USD","AIQ","LU0965509101.SGD","LU2106854487.HKD","LU0056508442.USD","LU2458330169.SGD","BK4550","UMMA","LU0861579265.USD","LU2125154935.USD","LU2491049909.HKD","BK4532","LU2357125470.USD","SPTE","LU2506951792.HKD","AVSE","IE00BQXX3D17.EUR","SGXZ81514606.USD","IE00BQXX3F31.USD","CWI","LU0082616367.USD","LU0175139822.USD","TINS","LU1917777945.USD","LU0823421416.USD","BK4141","LU0353189763.USD","BK4503","LU0792757196.USD","LU0572940350.SGD","LU2211815571.USD","LU1712237335.SGD","LU1048588211.SGD","BK4612","LU2237443978.SGD","AVXC","LU2491050071.SGD","LU0965508806.USD","LU2360108059.USD","LU1989764664.SGD","LU0965509283.SGD","LU0541501648.USD","BK4581","BK4605","LU0143863198.USD","LU2041044095.USD","LU2471134952.CNY","LU1868837722.USD","LU0238689110.USD","LU1989772840.SGD","BLOX","BK4548","LU2298321311.HKD","LU0345770308.USD","LU2237443622.USD","LU0384037296.USD","LU2750360997.AUD","BK4512","LU0289960550.SGD","LU0359201612.USD","LU0359202008.SGD","BK4602","CORO","CGGO","LU2211814178.USD","IE00BQXX3C00.GBP","LU2543165471.USD","LU0572939691.SGD","LU1852331112.SGD","SMH","CGNG","MEMX","LU1282649067.USD","LU2250418816.HKD","IE0004086264.USD","ESIM","IE00BD6J9T35.USD","LU2063271972.USD","LU2663582299.SGD","SGXZ51526630.SGD","LU1934455194.USD","ADVE","LU2471134523.USD","LU0878004406.USD","LU2111349929.HKD","LU2054465674.USD","03145","LU0878005551.USD","LU2028103732.USD","BK4534","IE00BHPRN162.USD","LU0353189680.USD","BK4533","SGXZ99366536.SGD","BAI","SPWO","BK4585","BK4526","BK4505","LU2860962120.EUR","LU0719512351.SGD","BK4543","LU0882747503.HKD","LU2133065610.SGD","LU2092937221.SGD","LU2125154778.USD","LU0109392836.USD","LU1323610961.USD","LU1868838027.USD","IE0004091025.USD","EMM","LU0348723411.USD","TSM","LU1267930490.SGD","LU0211327993.USD","BK4554","LU2237443382.USD","LU0823414478.USD","FDTX","LU2089283258.USD","LU0094547139.USD","LU1974910355.USD","STSM","LU2360032135.SGD","SG9999000418.SGD","IE00B3M56506.USD","BK4588","LU1868837565.USD","LU1934455863.HKD","LU2471134796.USD","LU0072462343.USD","CGIC","LU2247934214.USD","LU2271345857.HKD","LU2360106780.USD","TEK","LU2750360641.GBP","CHPX","KNOW","LU0310799852.SGD","TSMG","HK0000107257.USD","LU0823421333.USD","LU1989772923.USD","LU0359201885.HKD","LU2089284900.SGD","LU2458330243.SGD","LU0316494557.USD","LU0158827948.USD","LU1023057109.AUD","IE00BZ199S13.USD","BK4527","IE00BYQQ9H92.USD","LU0488056044.USD","LU2471134879.HKD","LU0198837287.USD","LU0264606111.USD","LU1211504680.USD","LU2023251221.USD","LU1282649810.SGD","ASIA","LU2491050154.USD","LU2249611893.SGD","LU0823414551.USD","LU1037948541.HKD","LU2087625088.SGD","LU0541502299.USD","TSMX","TSMZ","IE0004445239.USD","LU0211328371.USD","LU0689626769.HKD","LU0642271901.SGD","LU0323591593.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673022481","title":"机构指台积电（TSM）2027年前营收增速有望超40% 上调目标价至4000新台币","url":"https://stock-news.laohu8.com/highlight/detail?id=2673022481","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673022481?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:18","pubTimestamp":1791447490,"startTime":"0","endTime":"0","summary":"金吾财讯 | 花旗（C）分析师发布研报称，受益于旺盛的AI算力需求、AI智能体增长潜力以及共封装光学（CPO）产业周期，台积电（TSM）营收增速有望在2027年前维持40%以上。英伟达（NVDA）、AMD（AMD）、博通（AVGO）等主要AI芯片客户业务增长提速，或将推动台积电明年AI相关营收接近翻倍，市场大概率继续上调公司盈利预期。花旗预计，向好的营收前景将带动台积电资本开支继续抬升，2027年、2028年资本支出分别可达810亿美元、900亿美元。机构维持台积电“买入”评级，目标价由3800新台币上调至4000新台币。","market":"other","thumbnail":"https://static.szfiu.com/news/20210625/OTU2NGE4NGJmZTIzZDc2N2YxYmJkM2MyMjUzODQzOTQ1NzY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OTU2NGE4NGJmZTIzZDc2N2YxYmJkM2MyMjUzODQzOTQ1NzY=.jpg"],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306954","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250504.SGD","LU1934455277.USD","LU2023251221.USD","BK4588","LU2111349929.HKD","AVEM","LU2237443549.SGD","SGXZ81514606.USD","BK4602","TWSC","TTEQ","LU0488056044.USD","LU2860962120.EUR","BK4527","LU0823414478.USD","LU0965509283.SGD","UMMA","BK4503","BAI","CGGO","LU2063271972.USD","LU2360032135.SGD","LU2250418816.HKD","STSM","TSMY","LU2271345857.HKD","LU2211815571.USD","LU0348723411.USD","LU2458330243.SGD","LU1282649067.USD","SPTE","LU1989772840.SGD","IE00BZ199S13.USD","LU2360106780.USD","TSMZ","LU0124676726.USD","LU0965508806.USD","LU0264606111.USD","CHPX","LU2298321311.HKD","LU0238689110.USD","SGXZ99366536.SGD","LU2471134796.USD","LU1323610961.USD","LU0642271901.SGD","LU2237443382.USD","TSMG","IE00BKPKM429.USD","LU2089283258.USD","LU2054465674.USD","LU0719512351.SGD","03145","FDTX","LU0878005551.USD","LU0572939691.SGD","LU0882747503.HKD","LU1037948897.HKD","IE00BQXX3F31.USD","BK4532","SMH","LU2543165471.USD","LU0359202008.SGD","HK0000107257.USD","LU2491050071.SGD","LU0541501648.USD","LU0345770993.USD","LU1934455194.USD","LU2211814178.USD","IE0004086264.USD","IE00BYQQ9H92.USD","LU2133065610.SGD","TEK","IE00BQXX3D17.EUR","LU2294711713.HKD","LU0792757196.USD","LU2249611893.SGD","LU0689626769.HKD","LU0965509010.AUD","LU0143863198.USD","CGNG","LU2360108059.USD","IE0004091025.USD","LU1974910355.USD","BK4550","BK4533","LU2471134523.USD","SGXZ51526630.SGD","LU0965509101.SGD","LU1048588211.SGD","BK4581","LU1282649810.SGD","BK4512","LU2506951792.HKD","WUGI","IE00BD6J9T35.USD","LU1989772923.USD","LU0109392836.USD","LU0158827948.USD","LU1712237335.SGD","BK4505","BK4526","LU0861579265.USD","LU1508157978.USD","LU2028103732.USD","SPWO","LU0175139822.USD","LU0345770308.USD","LU0823421333.USD","LU0211327993.USD","LU0889566641.SGD","LU0211328371.USD","LU1267930490.SGD","CGDG","LU0889565833.HKD","BK4591","IE00B5TLWC47.USD","LU0056508442.USD","TSMX","LU1868837722.USD","BK4585","BK4612","BLOX","LU1868838027.USD","LU2357125470.USD","TINS","LU1623119135.USD","LU2087625088.SGD","LU0316494557.USD","LU2092937221.SGD","LU2041044095.USD","LU2125154935.USD","LU0353189680.USD","LU1989764748.USD","LU1037948541.HKD","CNEQ","LU1023057109.AUD","LU2089284900.SGD","LU1989764664.SGD","LU1934455863.HKD","BK4554","TSMU","LU0541502299.USD","LU0143863784.USD","AVXC","MEMX","LU0823414551.USD","LU2491049909.HKD","LU1267930813.SGD","LU0359201612.USD","LU1803068979.SGD","EMC","LU0323591593.USD","LU2125154778.USD","KNOW","LU1868837565.USD","BK4543","LU0198837287.USD","CORO","EMM","LU2471134952.CNY","IE0004445239.USD","LU1211504680.USD","SG9999000418.SGD","IE00BFXG0V08.USD","BK4141","LU0094547139.USD","AIQ","LU2663582299.SGD","AVSE","LU2750360997.AUD","LU1316542783.SGD","ASIA","IE00BHPRN162.USD","LU0359201885.HKD","LU2106854487.HKD","IE00B3M56506.USD","LU0384037296.USD","LU2471134879.HKD","SG9999004220.SGD","TSM","LU2237443978.SGD","LU1917777945.USD","LU2750360641.GBP","LU0353189763.USD","LU0823421416.USD","LU1852331112.SGD","LU2237443622.USD","LU0878004406.USD","LU2491050154.USD","LU0082616367.USD","LU2247934214.USD","ADVE","LU0289960550.SGD","IE00BQXX3C00.GBP","BK4534","BK4605","LU0310799852.SGD","ESIM","BK4548","CGIC","LU0572940350.SGD","LU0072462343.USD","LU2458330169.SGD","LU0158827781.USD","CWI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157379625","title":"盘前异动 | 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款","url":"https://stock-news.laohu8.com/highlight/detail?id=1157379625","media":"老虎资讯综合","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157379625?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:03","pubTimestamp":1791446602,"startTime":"0","endTime":"0","summary":"光通信概念股普跌，Applied Optoelectronics、Coherent跌超3%，Ciena科技、康宁、Lumentum、Astera Labs、Fabrinet、Credo跌超2%；半导体板块普跌，迈威尔科技、ARM跌超2%，AMD、台积电，博通、英特尔、阿斯麦跌超1%；Wolfspeed涨近14%，该公司宣布获美国防部最高15亿美元贷款；Applied Digital涨近4%，Q1营收同比增长322%，超市场预期；Resources 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11:11","pubTimestamp":1791429106,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据金十报道，花旗分析师在研究报告中表示，受强劲 AI 算力需求、AI 智能体潜在增长空间，以及共封装光学网络周期兴起推动，台积电营收增长率有望在 2027 年前保持在 40% 以上。分析师称，考虑到包括英伟达、AMD 和博通在内的大多数 AI 芯片客户预计增长将加速，台积电明年 AI 相关营收增速可能接近翻倍，花旗因此预计市场将继续上调对台积电的盈利预期。花旗还指出，在强劲营收前景支持下，台积电资本支出可能进一步升至 2027 年的 810 亿美元和 2028 年的 900 亿美元，并维持买入评级，将目标价从 3800 新台币上调至 4000 新台币。 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