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苹果概念

3,011.76

-8.6255-0.29%

涨家数：11

跌家数：16

平家数：- -

市盈率：- -

高：3,020.08

开：3,019.84

低：2,990.54

收：3,020.38

数据加载中...

安费诺奥罗拉科技取得连接器及连接器组件专利

天钡预热 NEX395 迷你主机，搭载 AMD 锐龙 AI MAX+ 395 处理器

摩根士丹利：英特尔潜在的芯片制造工艺转变对其财务状况影响极小。

BUZZ-摩根士丹利：英特尔芯片制造工艺的潜在转变对财务影响微乎其微

瑞穗上调AMD目标价至152美元

从CoWoS到CoPoS：台积电掀起一场席卷芯片产业链的“先进封装变革”

Nvidia将成为全球历史上最有价值的公司

上海市市长龚正会见恩智浦半导体首席执行官库尔特·西弗斯

龚正会见恩智浦半导体首席执行官库尔特·西弗斯

赛道Hyper | 英特尔“考虑”停推18A制程技术

华尔街见闻

中信证券助力“北向互换通”正式推出30年期限产品

中信证券发布

Robotaxi 已落地 7 城，20 城在路上！一文讲透全球自动驾驶投资机会

智通财经网

先进封装战况加剧

Ofweek光电信息网

苏姿丰拿了2.34亿奖励

半导体芯闻

AMD CEO 苏姿丰涨工资：基本年薪 132 万美元，还有 3300 万美元股权奖励

瑞银上调恩智浦半导体目标价至276美元

【WING ON CO(00289.HK)7月3日斥资15.86万港元回购1.3万股】智通财经APP讯，WING ON

苹果iOS 26 新增实用 Wi-Fi 功能，设备间可无缝同步登录信息

台积电官宣退场！未来两年逐步撤离氮化镓市场

SISC半导体芯科技

西部数据7月2日成交额为4.65亿美元

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00:27","pubTimestamp":1751560063,"startTime":"0","endTime":"0","summary":"7月3日 - ** 摩根士丹利称，英特尔INTC.O可能将芯片制造工艺从18A转向14A，这对近期财务影响可能微乎其微 ** 芯片制造商股价上涨2.8%，至22.49美元** 路透周二报道称，INTC 首席执行官 Lip-Bu Tan 正在探索对 INTC 的合同制造业务进行重大改革 ；INTC 股价周三收盘下跌约 4%。** 券商称，在某种程度上，18A 的雄心早已缩水，专注于这一进程可能不会在财务上产生任何重大影响。","market":"us","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250703:nL4S3T013Y:1","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":["LU2089284900.SGD","LU1162221912.USD","BK4512","BK4534","LU0234570918.USD","LU1074936037.SGD","LU2271345857.HKD","BK4141","LU2357305700.SGD","LU1720051108.HKD","BK4527","BK4581","IE00BZ1G4Q59.USD","LU0081259029.USD","BK4504","LU1989772923.USD","LU2543165471.USD","LU0912757837.SGD","BK4550","BK4533","LU0098860793.USD","LU0158827948.USD","LU1720051017.SGD","LU1989772840.SGD","LU0006306889.USD","LU2133065610.SGD","BK4515","INTC","LU2347655156.SGD","MS","BK4612","LU0795875086.SGD","LU2028103732.USD","BK4602","LU1732800096.USD","BK4575","LU0314104364.USD","BK4535","BK4543","BK4605","LU0225283273.USD","LU0267386448.USD","BK4588","LU0971096721.USD","LU1548497426.USD","BK4127","IE00BKVL7J92.USD","BK4585","LU0158827781.USD","LU0321505868.SGD"],"gpt_icon":1},{"id":"2548385929","title":"瑞穗上调AMD目标价至152美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2548385929","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548385929?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 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22:47","pubTimestamp":1751554044,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华尔街金融巨头摩根士丹利近日发布研报称，“芯片代工之王”台积电已经启动建设310 mm Panel-Level chiplet先进封装试产线，并带动ASE等半导体设备与先进封装设备巨头们将FOPLP尺寸同步收缩至300/310 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22:22","pubTimestamp":1751552555,"startTime":"0","endTime":"0","summary":"Nvidia将成为全球历史上最有价值的公司路透7月3日 - 由于华尔街对人工智能的乐观情绪加倍， NvidiaNVDA.O周四有望成为历史上最有价值的公司，这家芯片制造商的市值达到3.915万亿美元 。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250703:nL4T3T00XS:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVIW.SI","LU1037948897.HKD","LU2360106780.USD","LU2430703095.HKD","NVDY","BK4605","LU2065170008.USD","LU2237443382.USD","BK4553","BK4551","2NVD.UK","LU1261432733.SGD","LU0347712357.USD","SG9999015978.USD","NVD","NVD2.UK","MACW.SI","LU2360032135.SGD","LU0661504455.SGD","LU0820562030.AUD","LU0057025933.USD","NVDU","NVDA","LU2463028550.USD","LU0109391861.USD","LU0820561818.USD","BK4512","3NVD.UK","LU1814569148.SGD","LU2065169927.USD","LU2237443549.SGD","NVDS","LU0354030511.USD","SGXZ23171101.USD","LU1815336760.USD","NVD3.UK","LU1670627923.USD","LU0792757196.USD","LU1066051811.HKD","LU0957791311.USD","NVDX","SNVD.UK","LU0094547139.USD","IE00B5949003.HKD","NVDD","NVDS.UK","LU2087625088.SGD"],"gpt_icon":0},{"id":"2548804925","title":"上海市市长龚正会见恩智浦半导体首席执行官库尔特·西弗斯","url":"https://stock-news.laohu8.com/highlight/detail?id=2548804925","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548804925?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 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CEO 苏姿丰涨工资：基本年薪 132 万美元，还有 3300 万美元股权奖励","url":"https://stock-news.laohu8.com/highlight/detail?id=2548880892","media":"IT之家","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548880892?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 17:44","pubTimestamp":1751535843,"startTime":"0","endTime":"0","summary":"根据披露的信息，苏姿丰博士的基本年薪从 126 万美元提升至 132 万美元。2024 年，她的总薪酬为 3,100 万美元，其中包括 2,170 万美元的股票奖励和 620 万美元的其他奖励。在 AMD 高管团队中，苏姿丰博士是唯一一位今年基本年薪超过 100 万美元的高管，而且她的长期激励股权奖励也是目前最高的。AMD 首席技术官马克帕佩马斯特以 1000 万美元的目标价值奖励和 87 万美元的年薪位居第二。此次 AMD 共有五位高管的薪酬被纳入证券文件披露，他们的薪酬涨幅均在 3% 至 5% 之间。","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=nesSN2025070317444295351395&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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CO(00289.HK)7月3日斥资15.86万港元回购1.3万股】智通财经APP讯，WING ON","url":"https://stock-news.laohu8.com/highlight/detail?id=2548874723","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548874723?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 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26 新增实用 Wi-Fi 功能，设备间可无缝同步登录信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2548874765","media":"市场资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548874765?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 16:43","pubTimestamp":1751532180,"startTime":"0","endTime":"0","summary":"来源：环球网7月3日消息，据外媒macrumors报道，最新发布的 iOS 26 为 iPhone 用户带来了一项Wi-Fi 功能升级，这一改进有望极大地优化用户在多设备场景下的网络连接体验。此次更新后，当用户连接至需要填写登录表单的强制 Wi-Fi 网络时，如酒店、咖啡店等公共场所，iOS 26 系统能够实现 iPhone 和 iPad 设备间的 Wi-Fi 登录详细信息同步。据悉，目前，该功能已在 iOS 26 的第二个开发者测试版中得到应用。","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/stock/t/2025-07-03/doc-infeevpm3936649.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00B4YYXB79.USD","LU0097036916.USD","BK4512","BK4581","LU2054465674.USD","LU2417539215.USD","LU0640476718.USD","LU1551013425.SGD","LU1116320901.HKD","LU1127390331.HKD","LU1582987597.SGD","LU0082616367.USD","IE00B7KXQ091.USD","LU2023250843.SGD","LU2237443549.SGD","LU0127658192.USD","LU0256863811.USD","LU1989772923.USD","SG9999015341.SGD","BK4585","HK0000306685.HKD","BK4576","IE00BZ1G4Q59.USD","LU0784385840.USD","LU2242649171.HKD","LU0077335932.USD","LU0149725797.USD","IE000YTNTUN2.SGD","IE00B19Z8W00.USD","AAPL","LU2420271590.USD","LU0353189763.USD","MACW.SI","LU2168564149.EUR","IE000KEQY171.SGD","BK4550","LU0314104364.USD","LU1046421795.USD","LU2168563687.JPY","LU1815336760.USD","LU1815333072.USD","LU1868837300.USD","LU0476273544.USD","SG9999014567.USD","LU0965509010.AUD","LU1718418525.SGD","LU2106854487.HKD","BK4579","BK4573","LU0234572021.USD"],"gpt_icon":1},{"id":"2548875737","title":"台积电官宣退场！未来两年逐步撤离氮化镓市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2548875737","media":"SISC半导体芯科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548875737?lang=zh_cn&edition=fundamental","pubTime":"2025-07-03 15:50","pubTimestamp":1751529057,"startTime":"0","endTime":"0","summary":"台积电回应称，经全面评估，考虑到市场条件和长期业务战略，决定在未来2年内逐步退出GaN业务。据供应链消息，台积电决定退出第三类半导体之一的氮化镓市场，其位于竹科的晶圆厂相关产线已停止生产。其中，650V相关产品将在未来12至24个月内，从台积电逐步转由力积电代工，这也间接证实了台积电退场的消息。台积电逐步退出GaN晶圆代工业务，不仅反映了其自身业务战略的调整，也将对整个氮化镓产业链产生深远影响。","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=nesSN20250703155906a72c346c&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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15:29","pubTimestamp":1751527791,"startTime":"0","endTime":"0","summary":"美东时间2025年7月2日，西部数据成交额为4.65亿美元，成交额较昨日增加35.97%，当日成交量为712.50万股。西部数据于2025年7月2日涨3.04%，报65.78美元，该股过去5个交易日涨5.16%，年初至今涨46.27%，过去60日涨115.8%。HDD 市场实际上是双头垄断，Western Digital 和 Seagate 是最大的两个参与者。Western Digital 设计和制造 HDD，大部分制造和劳动力位于亚洲地区。HDD 的主要使用者是数据中心。","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=nesSN20250703155308a4ccce65&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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