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Ategrity Specialty Holdings

21.13

+0.43002.08%

盘后：21.130.00000.00%15:33 EDT

成交量：2.94万

成交额：61.65万

市值：9.95亿

市盈率：- -

高：21.13

开：20.88

低：20.50

收：20.70

数据加载中...

总览公司新闻资讯公告

定制化ASIC成AI芯片最优选？

半导体行业观察

博通：ASIC与通信芯片龙头整合软件服务领航AI时代

澳大利亚监管机构试行加快IPO流程

国盛证券：ASIC需求全面爆发国产进程逐步加速

英伟达首度推出NVLink Fusion 正式进入ASIC市场

【中信证券：算力长期需求持续龙头PCB/CCL有望深度受益】中信证券指出，算力产业围绕英伟达链和ASIC链的投资机会维持高景气，看好国内PCB/CCL行业龙头有望受益于高端产能供需紧张下的产业机会，业绩增长仍具较强持续性和较高确定性。预计卡位龙头核心客户技术升级周期、具备协同开发合作能力的厂商将持续深度受益。

电子周观点：谷歌I/O2025AI亮点众多关注ASIC及端侧AI受益产业链

国金证券股份有...

博通：ASIC 增速 “失灵”，万亿 ASIC 故事遇 “坑” or 迎 “机”？

美满电子：ASIC核心受益标的首次覆盖给予“买入”评级

保险公司Ategrity(ASIC.US)IPO定价14-16美元/股拟筹资1亿美元

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关注ASIC及端侧AI受益产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2541789422","media":"国金证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541789422?lang=zh_cn&edition=fundamental","pubTime":"2025-06-07 00:00","pubTimestamp":1749225600,"startTime":"0","endTime":"0","summary":"5 月20 日，谷歌I/O 2025 开发者大会召开，密集发布了众多Ai 产品。我们认为，谷歌Gemini 大模型加速升级，应用端多点开花，对算力需求旺盛，此前谷歌也公布了超预期的2025 年资本开支750 亿美元，从产业链了解到，谷歌ASIC 芯片需求持续高增长，此外，展望2026年，亚马逊、Meta、Open AI 等厂商ASIC 芯片也将快速增长，建议关注ASIC 及端侧Ai 受益产业链。建议重点关注算力核心受益硬件，自主可控受益方向、苹果链及AI 驱动受益产业链。","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=nesSN202506070911559511fc42&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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增速 “失灵”，万亿 ASIC 故事遇 “坑” or 迎 “机”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541888560","media":"海豚投研","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541888560?lang=zh_cn&edition=fundamental","pubTime":"2025-06-06 10:14","pubTimestamp":1749176067,"startTime":"0","endTime":"0","summary":"公司本季度毛利率 68%，整合毛利率更高的 VMware 业务带动公司整体毛利率的逐步提升。具体来看：①AI 业务：44 亿美元，环比增长 3 亿美元，符合市场预期。而随着 TPUv6 量产增加，AI 业务有望在下半年增长加快，公司预期下季度 AI 业务收入 51 亿美元，环增提升至 7 亿美元。若剔除股权激励的影响，公司本季度的核心经营费用为 22 亿美元，环比增长 1.3 亿美元，公司加大了对 AI 半导体的研发投入。增量主要来自于半导体的 AI 业务，而软件业务及 VMware 保持相对平稳。","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=nesSN20250606101618a49c39d6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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