港股详情

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新IT概念

2,492.605

-31.591-1.25%

涨家数：3

跌家数：12

平家数：1

市盈率：- -

高：2,569.523

开：2,521.153

低：2,478.229

收：2,524.196

数据加载中...

港股异动 | 中芯国际(00981)跌超3% 今日将披露一季报报道称特朗普计划取消AI芯片限制

港股芯片股震荡下挫，地平线机器人(09660.HK)跌超4.4%，中芯国际(00981.HK)跌近3%，贝克微(0214

联想杨元庆：全球化不会逆转，企业需要适应新挑战

中国新闻网

【港股异动丨半导体股走低，中芯国际跌超3%】港股半导体股普遍下跌，其中，龙头中芯国际跌超3%，中电华大科技跌1.4%，华虹半导体、上海复旦、芯智控股跟跌。消息上，据知情人士透露，特朗普政府计划取消拜登时代的人工智能芯片限制。美国商务部发言人表示：“拜登的人工智能规则过于复杂、官僚主义，会阻碍美国的创新。我们将用一个简单得多的规则来取代它，这个规则将释放美国的创新能力，并确保美国在人工智能领域的主导地位。” 值得注意的是，知情人士称，在制定新规则期间，美国商务部将继续严格执行芯片出口限制。

小米SU7 Ultra量产版正在挑战纽北赛道

联想AIPC销量破百万台，服务器收入增长172%

热搜第一！小米汽车，深夜致歉！

中国基金报

联想刘军：联想AI PC累计销量已突破100万台

小米汽车就SU7 Ultra双风道机盖争议致歉未交付订单将提供限时改配服务

阿斯达克财经

CPO光模块概念走强长飞光纤光缆(06869)涨6.91% 据报特朗普政府计划取消拜登时代AI芯片限制

中芯国际盘中异动快速下跌3.03%报44.800港元

港股概念追踪|传美国或取消人工智能芯片限制半导体国产替代仍是主流（附概念股）

小米汽车就“排位模式”新增解锁条件致歉：暂停推送，正开发测试新版本

都2025了，AI家庭到底需要哪“四大件”？

Ofweek光电信息网

小米旗下小米景明成立新公司：经营范围涉及新能源汽车

中国家电网

据报联想旗下基金等入股智能机器人公司星海图

阿斯达克财经

联想(00992.HK)发布个人超级智能体-“天禧个人超级智能体”

阿斯达克财经

比亚迪即将推出的新款微型电动车成日本车企 “巨大威胁”！

汽车产业前线观察

芯片巨头崛起，逆袭中芯国际！狂赚56亿！

半导体数据

联想发布超级智能体矩阵，杨元庆：美国关税影响反映在产品定价上，未来不确定性很大

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10:07","pubTimestamp":1746670074,"startTime":"0","endTime":"0","summary":"【导读】小米SU7Ultra限制最大马力？小米汽车深夜致歉中国基金报记者李智近日，小米SU7Ultra更新1.7.0车机版本，新增排位模式全速考核，车主需要在指定赛道圈速达到官方建议成绩后，才能使用排位模式获得1548匹最大马力。这一变化引发市场热议，不少车主表示反对。对此，小米汽车深夜致歉，表示已暂停此次推送。此消息冲上热搜第一。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202505083399162724.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/202505083399162724.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_eastmoney","symbols":["LU0918141887.USD","LU1328277881.USD","BK1618","LU0314109678.HKD","81810","LU0320764599.SGD","LU0348814723.USD","LU1105468828.SGD","LU1323998911.USD","IE0034224299.USD","LU2097828631.EUR","LU0823413660.USD","LU1770036033.HKD","LU1770034418.SGD","LU1956131251.USD","LU0039217434.USD","LU0499858438.USD","LU0593848301.USD","LU0164880469.USD","LU0456846285.SGD","LU1813983027.USD","LU0348825331.USD","LU0588546209.SGD","LU0823039010.USD","LU0211977185.USD","LU0531971595.HKD","LU1720050803.USD","LU0149721374.USD","LU0700851271.USD","LU0052750758.USD","BK1575","LU2097828557.USD","LU0417516738.SGD","LU2778985437.USD","BK1607","LU0823038988.USD","BK1521","HXXD.SI","LU0823426308.USD","LU1880383366.USD","LU2476274308.USD","LU0359202008.SGD","LU1794554557.SGD","LU0307460666.USD","01810","LU2097828714.EUR","LU1282648689.USD","LU0823397103.USD","LU0499858602.USD"],"gpt_icon":1},{"id":"2533919085","title":"联想刘军：联想AI PC累计销量已突破100万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2533919085","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533919085?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 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Ultra双风道机盖争议致歉 未交付订单将提供限时改配服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2533113911","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533113911?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 10:02","pubTimestamp":1746669720,"startTime":"0","endTime":"0","summary":"小米旗下小米汽车公布，在最早的量产计划中，SU7 Ultra量产版已具备足够的综合性能去冲击国内专业赛道和纽北，没有计划做碳纤维双风道前舱盖。本次改配不影响当前SU7 Ultra订单的权益；但改配成功后，车辆将以改配成功时间为起点重新安排生产计划和计算预计交付时间，不可退回改配前的配置及交付顺序。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240719150123198_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240719150123198_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1438508/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1193","LU0918141705.HKD","LU0871576103.HKD","HXXD.SI","LU1813983027.USD","LU0039217434.USD","LU0143863784.USD","LU0235996351.USD","LU2097828714.EUR","LU2097828631.EUR","LU0823426308.USD","LU0593848301.USD","LU0348825331.USD","LU0348827113.USD","LU1323998911.USD","LU0307460666.USD","LU0823413587.USD","LU0823038988.USD","LU0052750758.USD","LU1794554557.SGD","LU1868838027.USD","LU0211977185.USD","LU0531971595.HKD","LU1720050803.USD","LU1880383440.USD","BK1615","LU1961090484.USD","LU2097828557.USD","LU0572944931.SGD","LU1956131251.USD","LU0359201885.HKD","LU2097828805.USD","LU1981816686.USD","LU2039709279.SGD","LU0634319403.HKD","81810","LU1770036033.HKD","LU0149721374.USD","LU0797268264.HKD","LU1868837565.USD","BK1607","LU0345775950.USD","LU1880383366.USD","LU0348735423.USD","LU0051755006.USD","LU0708995583.HKD","LU0540923850.HKD","01810","LU0456827905.SGD"],"gpt_icon":1},{"id":"2533491938","title":"CPO光模块概念走强 长飞光纤光缆(06869)涨6.91% 据报特朗普政府计划取消拜登时代AI芯片限制","url":"https://stock-news.laohu8.com/highlight/detail?id=2533491938","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533491938?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 09:52","pubTimestamp":1746669153,"startTime":"0","endTime":"0","summary":"金吾财讯 | CPO光模块概念走强，长飞光纤光缆(06869)涨6.91%，中兴通讯(00763)跟涨0.73%。对应A股方面，长飞光纤(601869)涨6.25%，中兴通讯(000063)涨0.7%。据报道，特朗普政府计划取消拜登时代的人工智能芯片限制，该政策原定于5月15日生效，但目前尚未最终确定。特朗普政府认为拜登时代的限制过于复杂，阻碍美国创新，拟以更简化的规则替代，而目标仍是“巩固美国在AI领域的主导”。拜登政府此前出台的出口管制政策将国家划分为三大类，以监管英伟达公司等企业的芯片出口。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958307","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":["LU0307460666.USD","LU0588546209.SGD","SG9999006597.SGD","BK1523","BK1529","BK1506","06869","BK1607","BK1526","00763","BK1149"],"gpt_icon":0},{"id":"2533694986","title":"中芯国际盘中异动 快速下跌3.03%报44.800港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533694986","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533694986?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 09:46","pubTimestamp":1746668814,"startTime":"0","endTime":"0","summary":"2025年05月08日早盘09时46分，中芯国际股票出现波动，股价大幅下挫3.03%。中芯国际股票所在的半导体行业中，整体跌幅为0.62%。其相关个股中，美佳音控股、英诺赛科、宏光半导体涨幅较大，振幅较大的相关个股有英诺赛科、中芯国际、芯智控股，振幅分别为3.55%、3.46%、2.29%。该信息摘要如下：$中芯国际 $ 将于5月8日发布最新季度财报。中芯国际表示，为保障公司正常生产经营和未来发展需要，公司2025年仍将维持较大规模的资本支出。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050809465494efda0c&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, 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09:26","pubTimestamp":1746667613,"startTime":"0","endTime":"0","summary":"据知情人士透露，特朗普政府计划取消拜登时代的人工智能芯片限制，作为修订半导体贸易限制的更广泛努力的一部分，这些限制已引起主要科技公司和外国政府的强烈反对。知情人士称，5月15日所谓的人工智能扩散规则生效时，特朗普政府将不会执行该规则，不过这项废除决定尚未最终确定。知情人士称，在制定新规则期间，美国商务部将继续严格执行芯片出口限制。光大证券此前指出，中美持续性高关税将推动半导体国产替代加速。","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/1290609.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":["159813","LU0708995583.HKD","BK4614","HSTECH","SG9999006597.SGD","YANG","BK1610","00981","161631","01347","IE0034224299.USD","BK1614","159582","BK1607","01385","HSCEI","BK1589","LU0320764599.SGD","BK1163","LU0052750758.USD","BK1526"],"gpt_icon":1},{"id":"2533913091","title":"小米汽车就“排位模式”新增解锁条件致歉：暂停推送，正开发测试新版本","url":"https://stock-news.laohu8.com/highlight/detail?id=2533913091","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533913091?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 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5月8日上午消息，小米汽车昨日就此前推送的更新版本中新增“排位模式”功能解锁条件进行道歉称，“给部分用户带来了困扰，对此我们深表歉意”。\n　　小米汽车表示，“收到大家反馈后，我们高度重视，已暂停了这次推送。”对于已升级的少量用户，小米汽车将会在下个版本更新中解决。\n　　“我们已开始推进新版本的开发和测试，预计用时4-8周，具体时间以小米官方通知为准。”小米汽车表示，“我们设计的初衷是为了更好的保障驾驶安全，但没有充分征询大家意见，也没有做好相关功能的沟通说明，我们的工作确实存在不妥的地方。”（文猛）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨赐","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/tech/2025-05-08/doc-inevvhch0413867.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":["LU1880383440.USD","LU0345775950.USD","LU2476274308.USD","LU0823397285.USD","LU0593848301.USD","LU0143863198.USD","LU0611395673.USD","LU0039217434.USD","LU1868837565.USD","IE0034224299.USD","LU2226246903.HKD","LU0348827113.USD","LU0823397103.USD","LU2097828631.EUR","XIACY","LU0417516738.SGD","LU0235996351.USD","BK1607","01810","LU0456846285.SGD","LU0561508036.HKD","LU2476274720.SGD","LU0499858438.USD","LU0918141705.HKD","LU0456827905.SGD","LU1868838027.USD","LU0588546209.SGD","LU1023057109.AUD","LU0871576103.HKD","LU0143863784.USD","LU0797268264.HKD","LU2087589342.USD","LU1323998911.USD","LU0052750758.USD","LU2097828557.USD","LU2097828474.EUR","LU1880383366.USD","BK1589","LU1794554557.SGD","LU0634319403.HKD","LU0314109678.HKD","LU1105468828.SGD","81810","BK1618","HXXD.SI","LU0918141887.USD","LU0359202008.SGD","LU0307460666.USD","LU0823039010.USD","BK1506"],"gpt_icon":0},{"id":"2533891572","title":"都2025了，AI家庭到底需要哪“四大件”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2533891572","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533891572?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 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08:15","pubTimestamp":1746663300,"startTime":"0","endTime":"0","summary":"据天眼查App显示，近日，南京小米景驭科技有限公司成立，注册资本100万元，法定代表人为王振锁，其经营范围含新能源汽车整车销售、汽车销售、智能车载设备销售、充电桩销售、集中式快速充电站等。南京小米景驭科技有限公司由小米集团旗下小米景明科技有限公司全资持股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050808213394efc32e&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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07:48","pubTimestamp":1746661680,"startTime":"0","endTime":"0","summary":"据《证券时报》引述企查查资料信息显示，星海图(北京)人工智能科技有限公司近日新增联想中小企业发展创业投资基金(天津)合伙企业(有限合伙)及厦门和合美美产业投资合伙企业(有限合伙)为股东，同时注册资本由约100.7万元人民币增至约102.7万元人民币。资料显示，星海图为一家专注于打造“一脑多形”具身智能机器人的人工智能公司，成立于2023年9月，法定代表人为高继扬，经营范围涵盖智能机器人销售及研发及服务消费机器人人制造等。(ta/w) 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16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250220132932107_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250220132932107_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1438461&catg=4&source=AAFN","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":"aastocks_highlight","symbols":["HK0000306701.USD","LU2242644610.SGD","LU0049112450.USD","LU0052756011.USD","LU0310800965.SGD","LU0128525689.USD","LU0264606111.USD","00992","BK1526","LU0791591158.USD","LU0791590937.USD","LU0572939691.SGD","HK0000320223.HKD","LU1366334651.USD","LU0572940350.SGD","HK0000320264.USD","IE00B0JY6N72.USD","LNVGY","LU1235295612.USD","IE0032431581.USD","BK1607","HK0000306685.HKD","IE0034224299.USD","LU1267930227.SGD","80992","LU1046422090.SGD","LU1366334578.USD","BK1193"],"gpt_icon":0},{"id":"2533992702","title":"比亚迪即将推出的新款微型电动车成日本车企 “巨大威胁”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2533992702","media":"汽车产业前线观察","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533992702?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 07:41","pubTimestamp":1746661290,"startTime":"0","endTime":"0","summary":"比亚迪计划推出的这款新微型电动车属于轻型车范畴，作为价格低廉的选择，它极有可能对日本的汽车制造商构成 “巨大威胁”。比亚迪的新款微型电动车预计于 2026 年在日本亮相。比亚迪的微型电动车方面，去年轻型车在日本新车销量中占比约 40%，总销量约为 155 万辆。比亚迪新款微型电动车的预计起售价约为 260 万日元，折合约 1.8 万美元。上个月，比亚迪推出了新款中型智能电动 SUV 海狮 7，起售价为 495 万日元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508080822a6d6ec31&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, 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