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新IT概念

2,578.987

-24.575-0.94%

涨家数：4

跌家数：11

平家数：1

市盈率：- -

高：2,619.782

开：2,604.778

低：2,569.265

收：2,603.562

成交量：4.82亿

成交额：170.59亿

市值：2.62万亿

流通市值：2.14万亿

数据加载中...

总览新闻资讯

白电黑电市场分途演进行业步入“下半场”激战

中国家电网

中芯国际，可能已是全球第2大芯片代工厂，超过三星了

Ofweek维科网

电子行业周报：摩尔线程上市在即、沐曦IPO获批，国产算力进入快车道

中芯国际赵海军：产能利用率高达95.8%，全年首超90亿美元

华虹半导体盘中异动早盘急速拉升3.11%报79.650港元

宏基集团控股盘中异动大幅拉升6.17%报0.430港元

联想集团-R盘中异动急速下跌3.33%

比亚迪半导体取得白平衡调整方法及电子设备专利

华虹半导体：2025年11月16日证券研究报告

中芯国际前三季净赚38.18亿月产能突破百万片逼近满产

【中芯国际】25Q3业绩全面超预期，强劲需求驱动2026年扩产有望加速——25Q3业绩点评

光大证券研究

半导体板块略有回调，长期逻辑不改

飞腾D3000M入选“大国重器”购物车，国产芯片迈向商用新里程碑

全球晶圆代工厂Q3：AI需求带动行业增长，存储涨价潮“双刃剑”影响待观察

观察｜“好看第一位”和“安全是基础”冲突吗？雷军连发三博能否回答外界质疑？

部分芯片涨价！买手机，要贵了？

小米之家重返法国巴黎，首店开启试营业

SU7部分车型交付提速小米汽车有何考量

东南亚不能丢，丰田的阻击来势汹汹

AI与消费电子双轮驱动！晶圆代工双雄Q3净利大增四成，Q4业绩稳了

电子发烧友

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10:08","pubTimestamp":1763345338,"startTime":"0","endTime":"0","summary":"近日，中国大陆最牛的芯片代工厂中芯国际发布了三季度报表。甚至可以说，如果刨除掉三星自己给三星芯片代工下的单，可能中芯国际已经是全球第二大芯片代工厂了，超过了三星。三星都是将这些芯片的代工交给三星自己的工厂制造的，这部分其实占到了三星芯片代工业务很大的一部分。所以，如果三星将自己的一些订单剔除掉，很大的可能性，中芯国际已经是超过三星，成为全球第二名了，并且这个概率是非常高的。","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=nesSN202511171009219508d935&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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10:07","pubTimestamp":1763345236,"startTime":"0","endTime":"0","summary":"市场回顾：国内电子板块持续承压，美国政府停摆结束周五科技股反弹本周受美股科技股回调及存储涨价持续发酵等因素影响，电子科技股资金持续承压，具体来看，本周电子行业指数跌4.44%，其中消费电子跌5.49%、半导体跌3.97%，光学光电跌0.81%。国产侧，11.13百度发布昆仑芯M100和昆仑芯M300以及天池256超节点和天池512超节点，沐曦IPO获批，摩尔线程发布招股说明书。武汉新芯近日完成财务资料更新，恢复IPO审核。","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=nesSN20251117100722976dd225&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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09:52","pubTimestamp":1763344359,"startTime":"0","endTime":"0","summary":"赵海军表示，今年存储芯片价格大幅上涨已成定局。尽管三季度产能利用率已高达95.8%，订单量显著超过产线承载能力，但客户在年底会充分考量市场消化节奏，不会盲目扩大当期拿货规模，这也直接导致四季度营业额未出现大幅跃升。据测算，公司全年销售收入预计超过90亿美元，收入规模将踏上新台阶。对此，赵海军详细回应了相关问题。","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=nesSN202511170956199508d265&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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09:38","pubTimestamp":1763343532,"startTime":"0","endTime":"0","summary":"2025年11月17日早盘09时38分，华虹半导体股票出现波动，股价急速拉升3.11%。截至发稿，该股报79.650港元/股，成交量327万股，换手率0.25%，振幅3.04%。资金方面，该股资金流入1.44494亿港元，流出7309.1万港元。华虹半导体股票所在的半导体行业中，整体涨幅为0.40%。其相关个股中，上海复旦、宏光半导体、英诺赛科涨幅较大，振幅较大的相关个股有上海复旦、宏光半导体、英诺赛科，振幅分别为4.91%、4.49%、3.14%。","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=nesSN202511170938529508c8cf&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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09:33","pubTimestamp":1763343197,"startTime":"0","endTime":"0","summary":"2025年11月17日早盘09时33分，宏基集团控股股票出现波动，股价急速上涨6.17%。截至发稿，该股报0.430港元/股，成交量91万股，换手率0.36%，振幅6.17%。资金方面，该股资金流入11.2225万港元，流出20.525万港元。宏基集团控股股票所在的重型基建行业中，整体涨幅为0.00%。其相关个股中，进业控股、创业集团控股-新、圣唐控股涨幅较大，振幅较大的相关个股有宏基集团控股、圣唐控股、荣利营造，振幅分别为6.17%、6.00%、5.04%。","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=nesSN20251117093317a6fe1614&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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09:32","pubTimestamp":1763343132,"startTime":"0","endTime":"0","summary":"2025年11月17日早盘09时32分，联想集团-R股票出现异动，股价大幅下挫3.33%。联想集团-R股票所在的电脑器材行业中，整体跌幅为0.02%。其相关个股中，巨腾国际、珩湾科技、容大科技涨幅较大，振幅较大的相关个股有嘉利国际、联想集团、联想集团-R，振幅分别为2.93%、2.67%、2.60%。联想集团-R公司简介：联想集团凭借创新的产品、高效的供应链及强大的战略执行力,为全球客户提供优质可靠ICT产品的研发、生产和销售服务。","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=nesSN20251117093212a6fe156a&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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08:31","pubTimestamp":1763339486,"startTime":"0","endTime":"0","summary":"国家知识产权局信息显示，比亚迪半导体股份有限公司取得一项名为“白平衡调整方法及电子设备”的专利，授权公告号CN 115604450 B，申请日期为2021年06月。天眼查资料显示，比亚迪半导体股份有限公司，成立于2004年，位于深圳市，是一家以从事研究和试验发展为主的企业。通过天眼查大数据分析，比亚迪半导体股份有限公司共对外投资了9家企业，参与招投标项目511次，财产线索方面有商标信息3条，专利信息1469条，此外企业还拥有行政许可109个。","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=nesSN202511170844089508b13a&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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00:05","pubTimestamp":1763309158,"startTime":"0","endTime":"0","summary":"核心观点行情回顾：本周，沪深300涨跌幅为-1.08%，电子板块涨跌幅为-1.73%，半导体行业涨跌幅为-0.41%。尽管半导体板块短期出现波动，但长期发展逻辑并未改变。数字芯片设计：在半导体板块整体回调的行情下，数字芯片设计板块的表现相对稳定，仅下跌0.14%。AI算力芯片仍是板块的核心增长引擎，寒武纪、海光信息等头部企业受益于AI服务器需求爆发，营收与利润双增。","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=nesSN20251117000602976d12bb&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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22:05","pubTimestamp":1763301952,"startTime":"0","endTime":"0","summary":"一天内，小米创始人雷军连发3条微博谈论汽车安全。11月16日，雷军在微博发文：在去年4月的一次采访中，自己在谈产品定义时说，“一辆车，好看是第一位的”，这和“安全是基础、安全是前提”矛盾吗？相关表态，疑似是对外界质疑的直接回应。31岁当事人邓某某驾车与李某驾驶小型轿车发生碰撞，事故造成驾驶人邓某某死亡，涉事两车不同程度受损。经检测，邓某某涉嫌酒后驾驶机动车。目前，事故正在进一步调查中。","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=nesSN20251116220748a4a57f88&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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昨日发文宣布小米之家法国巴黎首店正式试营业，并分享门店照片。此前有网友提出“之前不是在香街有一个吗？”的疑问，产品逸飞回应称：“之前是客户开的店，由于疫情暂时退出了。”据悉，这家小米之家为直营门店。IT之家查询获悉，2018 年 5 月，小米正式宣布进入法国市场，第一家小米授权店正式开业，店铺位于巴黎市第一区的 Sébastopol 大道。小米同时带来小米 MIX 2S 和红米 Note 5，以及生态链产品小米电动滑板车。小米当时宣布将与线下合作方，包括 FNAC、DARTY 和家乐福等，为法国市场带来一系列产品。","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=nesSN20251116093757a6fc4543&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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小米汽车有何考量","url":"https://stock-news.laohu8.com/highlight/detail?id=2583465031","media":"车质网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583465031?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 09:13","pubTimestamp":1763255580,"startTime":"0","endTime":"0","summary":"交付“剪刀差”的背后小米SU7 Pro与Max车型交付的突然提速，绝非偶然。此前11月1日，小米汽车官方宣布其交付量持续超过40000台，但未公布具体数字。近日，根据乘联分会公布的2025年10月全国乘用车市场数据，小米汽车新能源乘用车零售销量为48654辆。其中YU7车型单月批发销量达到33662辆。“YU7”车型预示着小米的产品矩阵即将扩张。当前对SU7系列的交付调控，只是小米汽车应对多车型、多配置交付大考的一次预演。","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=nesSN20251116091824976c04df&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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00:19","pubTimestamp":1763223540,"startTime":"0","endTime":"0","summary":"电子发烧友原创 章鹰2025年，人工智能、汽车以及消费电子领域对先进芯片的需求不断增长，正是这一趋势推动了晶圆代工市场的持续发展。台积电营收连续2个季度超越300亿美元，显示其在晶圆代工领域的龙头地位。台积电第三季度 3 纳米制程出货量占总晶圆收入的 23%；5 纳米制程的出货量占 37%；7 纳米制程的出货量占 14%。展望未来，联电共同总经理王石表示，第4季晶圆出货量将与第3季持平，今年全年出货量将成长11%至13%。","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=nesSN20251116004429a4a3ea00&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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