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新IT概念
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总览
新闻资讯
SU7部分车型交付提速 小米汽车有何考量
车质网
·
11/16
东南亚不能丢,丰田的阻击来势汹汹
汽车公社
·
11/16
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
·
11/16
1-9月全球汽车品牌销量前十出炉,比亚迪是唯一上榜的中国品牌
燃擎App
·
11/16
电子行业周报:H2原厂削减NAND供应量 持续关注存储价格涨势
信达证券
·
11/16
中芯国际2025年三季度业绩点评:25Q3业绩全面超预期 强劲需求驱动2026年扩产有望加速
光大证券
·
11/16
电子行业周报:AI算力强需求驱动 存储原厂再涨价
国盛证券
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11/16
丰田3个月,就赚出了5.5个比亚迪
知嘹汽车
·
11/15
中芯国际CEO:存储涨价对逻辑代工有两大致命影响
21世纪经济报道
·
11/15
王传福的第二张王牌
新动力车语
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11/15
海尔集团董事局主席周云杰:未来,现实世界和数字化会完全融合,万物与AI相连变成AI世界
新浪财经
·
11/15
海尔智慧楼宇地铁七连冠后 又发力高铁
DoNews
·
11/15
比亚迪啃下大车操控硬骨头 腾势N8L上市 29.98万元起
上游新闻
·
11/15
比亚迪申请车辆控制方法相关专利,保障车辆及驾乘人员的安全
金融界
·
11/15
谁在这轮A股最能打?上市公司第一大省广东用“涨”声给出了答案
南方都市报
·
11/15
中芯国际Q3收入与利润的“双增长”为何换不来股价上涨?
蓝鲨财经社
·
11/15
中芯预计内存短缺将在明年影响汽车和手机
财经实验室TheF...
·
11/15
聚焦AI落地痛点,联想凌拓技术大会携新品与生态共探存储未来
JQman科技网
·
11/15
小米汽车申请器件控制方法等相关专利,降低晶体管开通和关断过程中的损耗
市场资讯
·
11/15
美的再“变法”
互联网江湖
·
11/15
更多
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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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08:31","pubTimestamp":1763253111,"startTime":"0","endTime":"0","summary":"导语Introduction在东南亚,中国车企要想给丰田施压,光有产品和决心还是远远不够的。那今时今日,不管中国车企对于东南亚市场施加的野心有多大,日系车企一定是这场拓荒战的绝对阻力。回顾东南亚车市几十年的发展之路,中国汽车的到来显然是整个区域实现转型的最好契机。在东南亚,汽车用户的天然差异化本来就是横亘中国汽车面前的鸿沟。对于人均购买力不如我们的东南亚消费者,这种隐性影响将是巨大的。","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=nesSN20251116083821a4a45ed5&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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00:04","pubTimestamp":1763222663,"startTime":"0","endTime":"0","summary":"2025年1-9月全球汽车品牌销量前十强呈现出清晰的竞争格局:丰田保持绝对领先,比亚迪在新能源领域实现显著突破,而传统品牌则呈现明显的梯队分化。比亚迪以26485辆的销量成绩跻身第四位,成为前十中唯一的中国品牌,也是新能源汽车的杰出代表。凭借在电池技术和电动化产品方面的积累,比亚迪已在全球新能源汽车领域站稳第一梯队,成为传统燃油品牌不可忽视的竞争对手。","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=nesSN20251116001843a4a3e3f1&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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业绩全面超预期。供不应求推高稼动率,2026年预计扩产加速。考虑到存储缺芯或带来短期晶圆出货扰动,我们预计4Q25稼动率略降或持平。2)资本支出:3Q25资本开支23.9亿美元,QoQ+27%,1H25因地缘政治影响设备到货、3Q25开启恢复,指引2025年资本开支同比持平或略高;3)产能:3Q25约当8英寸月产能达102.28万片,考虑到AI、存储和国产替代持续推高需求,叠加设备到货逐步恢复,公司预计2026年产能扩产有望加速。","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=nesSN20251116194629a4a54b26&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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22:34","pubTimestamp":1763217240,"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!财报数据显示,三季度中芯国际来自中国区客户的收入占比已高达86.2%,较二季度的84.1%进一步提升。 中芯国际正是这股浪潮的最大承接晶圆代工厂商之一。 赵海军表示,存储涨价对逻辑代工的两大致命影响:其一是供应链无法配套的风险。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hyyj/2025-11-15/doc-infxparq3023365.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, 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Cube事实证明了王传福先到海外练功赚钱然后再回国内不迟的正确性。王传福甚至多次表示,磷酸铁锂才会是终途。也正是基于刀片电池,比亚迪推出了电网级储能产品BYD Cube,成功地将王传福强调的“安全”与“性能”合二为一,并且更具成本优势,订单随之爆发。技术路线的坚持,只是王传福战略版图的一块。","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=nesSN20251116143815976c61c3&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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12:35","pubTimestamp":1763181357,"startTime":"0","endTime":"0","summary":"11月13日,中国大陆最大的晶圆厂中芯国际发布2025年三季度业绩报告。2025年上半年,中芯国际实现营业收入44.56亿美元,同比增长22.0%;利润总额5.10亿美元,同比大幅增长95.0%。尽管中芯国际三季度收入和利润均实现同比增长,且毛利率高于公司指引上限,但管理层对第四季度的展望明显偏保守。对于外资而言,中芯国际仍属于“重资产+长期投入”型企业,难以以传统盈利口径估值,这也导致股价在财报后出现回调。","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=nesSN20251115124106a6fad5d7&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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11:33","pubTimestamp":1763177585,"startTime":"0","endTime":"0","summary":"联想凌拓首席执行官杨旭表示,当前人工智能技术发展迅速,AI大模型成为推动各行业智能化变革的核心动力。然而,AI大模型在实际应用中面临诸多挑战,许多问题与数据的存储和应用密切相关。AI大模型的训练和推理需要大规模数据支持,对存储系统的容量、性能和稳定性提出极高要求。","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=nesSN202511151133079505afa9&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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