美股详情

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OLED概念

5,781.73

-185.8037-3.11%

涨家数：- -

跌家数：4

平家数：- -

市盈率：- -

高：5,967.24

开：5,967.24

低：5,771.48

收：5,967.53

成交量：958.47万

成交额：16.74亿

市值：1,951.76亿

流通市值：1,925.88亿

数据加载中...

群智咨询：预计2025年OLED市场全球出货量达1270万片市场渗透率进一步提升到6%

三星因 OLED 专利侵权被判赔偿 1.914 亿美元，将提起上诉

苹果MacBook Air有望在2028年转向OLED屏支持触控将搭载M7芯片

三星电子在OLED专利诉讼中被判应赔偿1.91亿美元

Magnachip半导体公司：2025年第四季度持续经营合并收入预计在3850万到4250万美元之间

MagnaChip基于与现代摩比斯战略合作开发的先进牵引逆变器IGBT技术，将扩展其工业IGBT业务

三星：Galaxy S26系列将搭载更多AI功能改变用户体验

蚂蚁电竞推出“ANT272ZQE”26.5 英寸显示器：2K 280Hz W-OLED、原生 10-Bit，2999 元

三星的“价格盾牌”：独家优势有望让 Galaxy S26 系列手机免于涨价

应用材料(AMAT.US)成为多位分析师首选股看好AI和数据中心建设仍处于起步阶段

TrendForce：IT OLED面板大世代竞争升温 FMM阵营领跑、FMM-free阵营加速推进

应用材料盘中异动早盘股价大涨3.02%报235.66美元

光刻胶新突破，资金加仓概念股出炉

应用材料，裁员超1400人

半导体行业观察

美国芯片设备巨头应用材料将在全球裁员4%

环球市场播报

应用材料公司将裁员 4% 以简化运营

应用材料公司：预计将在2025财年第四季度确认大部分费用，并在2026财年第一季度完成计划

应用材料盘中异动股价大涨3.00%报227.18美元

中美日角逐！刻蚀设备两大演进方向

295亿项目开工！TCL华星：8代印刷OLED“桎梏”已被逐一打破

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英寸显示器：2K 280Hz W-OLED、原生 10-Bit，2999 元","url":"https://stock-news.laohu8.com/highlight/detail?id=2579372094","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579372094?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 13:45","pubTimestamp":1761889525,"startTime":"0","endTime":"0","summary":"IT之家 10 月 31 日消息，蚂蚁电竞现已在京东上架一款型号为“ANT272ZQE”的 26.5 英寸显示器，这款显示器主打 2K 280Hz，首发价 2999 元。该机配备一块 2560x1440 分辨率 280Hz 原生刷新率 LG 原厂第四代 W-OLED 面板，GtG 响应速度 0.03ms，SDR 亮度 335 尼特，HDR 峰值亮度 1500 尼特，支持原生 10-Bit 色彩，覆盖 99.5% DCI-P3 和 100% sRGB 色域。京东 11.11 无门槛红包每天抽 3 次，至高 11111 元：点此抽红包淘宝 11.11 无门槛红包每天抽 1 次，至高 25888 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系列手机售价。在其他品牌被迫接受供应商提价时，三星可以通过内部协调在短期内消化部分成本压力，从而保持 Galaxy S26 系列的价格竞争力。为了规避高昂的芯片成本，三星正积极推进其自研 Exynos 2600 芯片的量产计划。","market":"us","thumbnail":"https://k.sinaimg.cn/n/spider20251028/27/w1456h971/20251028/e67e-451327b6ea580e9da1742b66f6cc55ed.jpg/w120h90l50t10fe.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20251028/27/w1456h971/20251028/e67e-451327b6ea580e9da1742b66f6cc55ed.jpg/w120h90l50t10fe.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-10-28/detail-infvmrrs9708632.d.html?vt=4","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;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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看好AI和数据中心建设仍处于起步阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2578981539","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578981539?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 14:30","pubTimestamp":1761633017,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美国最大芯片制造设备生产商应用材料成为多位分析师的首选股，他们认为该公司将继续从AI和数据中心建设中受益。Perimeter Acquisition 分析师乔丹·布拉谢克表示，数据中心消耗了美国能源供应总量的约4%，预计到2028年，这一数字将跃升至12%。他认为，人工智能和数据中心建设仍处于起步阶段。这将提振晶圆制造设备支出，使应用材料成为长期受益者。","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/1361133.html","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":"stock_zhitongcaijing","symbols":["BK4518","LU0158827781.USD","LU0348723411.USD","LU0079474960.USD","LU1642822529.SGD","LU2106854487.HKD","LU2089985449.USD","LU0011850046.USD","IE00BQXX3F31.USD","LU2028103732.USD","LU0354030511.USD","SG9999001424.SGD","AMAT","IE00BSNM7G36.USD","SG9999002232.USD","LU0096362180.USD","IE0009356076.USD","LU0081259029.USD","LU0868494708.USD","LU0061474960.USD","LU1989773731.SGD","LU1974910355.USD","BK4588","BK4585","LU1917777945.USD","LU0354030438.USD","LU0476273544.USD","LU1153585028.USD","BK4533","LU0158827948.USD","LU1989763005.USD","BK4516","LU1815333072.USD","LU0868494617.USD","LU2023250843.SGD","LU0238689110.USD","LU2458330169.SGD","LU0957808578.USD","BK4567","LU2271345857.HKD","SG9999002224.SGD","LU0942090050.USD","IE00B5949003.HKD","LU0444971666.USD","LU2458330243.SGD","LU0109392836.USD","LU0444973449.USD","BK4534","LU1815336760.USD","LU0889566641.SGD"],"gpt_icon":0},{"id":"2578893589","title":"TrendForce：IT OLED面板大世代竞争升温 FMM阵营领跑、FMM-free阵营加速推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2578893589","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578893589?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 14:18","pubTimestamp":1761632280,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据TrendForce集邦咨询最新OLED研究，随着近期TCL CSOT正式宣布t8项目OLED 8.6代线开工，全球IT OLED面板大世代投资计划正式进入百花齐放局面。SDC于2023年宣布启动8.6代线投资计划，使用的制程为传统FMM蒸镀，为延长屏幕寿命，SDC也计划导入Tandem OLED制程。Visionox和TCL CSOT则是投入FMM-free阵营。Visionox已于2024年第二季宣布筹建8.6代OLED产线，目前预计在2025年第四季完成厂房建置，目标自2027年第一季开始放量。","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":"http://www.zhitongcaijing.com/content/detail/1361125.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":["BK4573","BK4518","BK4141","OLED","BK4585"],"gpt_icon":0},{"id":"2578015206","title":"应用材料盘中异动 早盘股价大涨3.02%报235.66美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2578015206","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578015206?lang=zh_cn&edition=fundamental","pubTime":"2025-10-27 21:31","pubTimestamp":1761571863,"startTime":"0","endTime":"0","summary":"北京时间2025年10月27日21时31分，应用材料股票出现异动，股价急速拉升3.02%。截至发稿，该股报235.66美元/股，成交量18.9303万股，换手率0.02%，振幅1.01%。应用材料股票所在的半导体行业中，整体涨幅为1.59%。应用材料公司简介：应用材料公司是世界上最大的半导体晶圆制造设备制造商。具体而言，应用材料公司在沉积领域占据市场份额的领导地位，这需要在半导体晶圆上分层新材料。","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=nesSN202510272131049744d9af&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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12:13","pubTimestamp":1761451980,"startTime":"0","endTime":"0","summary":"光刻技术是推动集成电路芯片制程工艺持续微缩的核心驱动力之一。　　据科技日报，近日，北京大学化学与分子工程学院彭海琳教授团队及合作者通过冷冻电子断层扫描技术，首次在原位状态下解析了光刻胶分子在液相环境中的微观三维结构、界面分布与缠结行为，指导开发出可显著减少光刻缺陷的产业化方案。　　“显影”是光刻的核心步骤之一，通过显影液溶解光刻胶的曝光区域，将电路图案精确转移到硅片上。","market":"other","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/roll/2025-10-26/doc-infvexcq4756707.shtml","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":"sina","symbols":["SEMI","BK4141","SOXX","BK4585","BK4518","BK4588","SMH","OLED","BK4573"],"gpt_icon":1},{"id":"2577499568","title":"应用材料，裁员超1400人","url":"https://stock-news.laohu8.com/highlight/detail?id=2577499568","media":"半导体行业观察","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577499568?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 08:47","pubTimestamp":1761266876,"startTime":"0","endTime":"0","summary":"根据2025年8月提交的文件，应用材料公司约有36,100名全职员工。备案文件显示，由于裁员，应用材料公司预计将产生约 1.6 亿至 1.8 亿美元的费用，主要包括以现金支付的遣散费和其他一次性解雇福利。此前，应用材料公司股价下跌 14%今年八月的财报季，由于面临中国的需求压力，应用材料发布了疲软的业绩指引，随后股价暴跌 14%。尽管业绩指引疲弱，应用材料公司第三季度的盈利和营收仍超出预期，调整后每股收益为2.48美元，营收为73亿美元。","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=nesSN20251024090235a4717a0a&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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07:42","pubTimestamp":1761262968,"startTime":"0","endTime":"0","summary":"为应对销售放缓和贸易动荡，美国最大的芯片制造设备生产商应用材料计划裁减4%的全球员工。\n　　据周四的监管文件，该公司将裁减这些职位，力争“成为更具竞争力和生产力的组织”。截至7月底，应用材料共有36，100名员工，这意味着裁员可能会影响1，400多名员工。\n　　应用材料预计此次裁员将耗资1.6亿至1.8亿美元，主要是遣散费和一次性解雇福利。该公司计划在第四季度计入大部分费用，裁员计划将于2026财年第一季度完成。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","market":"us","thumbnail":"","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/usstock/c/2025-10-24/doc-infuxtzw8798651.shtml","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":"sina_us","symbols":["LU0238689110.USD","AMAT","IE00BQXX3C00.GBP","LU0081259029.USD","LU2111349929.HKD","BK4518","LU2028103732.USD","LU1989773731.SGD","LU2458330169.SGD","LU1069344957.HKD","LU1674673428.USD","LU0096362180.USD","BK4533","LU0348723411.USD","LU1815333072.USD","LU1815336760.USD","IE00BQXX3D17.EUR","LU1035775433.USD","LU1642822529.SGD","LU2458330243.SGD","LU1674673691.USD","LU0011850046.USD","IE00BSNM7G36.USD","LU1823568750.SGD","LU2089283258.USD","SG9999001424.SGD","LU1267930813.SGD","IE0009356076.USD","LU0109392836.USD","LU0158827948.USD","LU0158827781.USD","LU0354030438.USD","LU1778281490.HKD","LU1917777945.USD","LU0274383776.USD","LU1153585028.USD","LU1803068979.SGD","BK4147","BK4519","LU2023251221.USD","LU0868494617.USD","LU1046421795.USD","LU0476273544.USD","LU0079474960.USD","LU1989763005.USD","BK4516","BK4567","LU0444973449.USD","LU2023250504.SGD","LU0792757196.USD"],"gpt_icon":0},{"id":"2577863534","title":"应用材料公司将裁员 4% 以简化运营","url":"https://stock-news.laohu8.com/highlight/detail?id=2577863534","media":"路透中文","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577863534?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 05:05","pubTimestamp":1761253538,"startTime":"0","endTime":"0","summary":"应用材料公司将裁员 4% 以简化运营路透10月23日 - 芯片设备制造商应用材料公司AMAT.O周四表示，由于美国收紧半导体出口管制，该公司将裁员约4%，即大约1400个职位，以精简业务。该公司是美国最大的半导体制造设备制造商之一，它在一份监管文件中披露，将为裁员计提 1.6 亿至 1.8 亿美元的费用，大部分裁员将在 2025 财年第四季度进行。根据其年度报告，截至 2024 年 10 月 27 日，该公司共有 35,700 名全职员工。","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:20251023:nL4T3W41YM:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061474960.USD","LU0274383776.USD","LU2106854487.HKD","LU2089284900.SGD","LU0792757196.USD","BK4534","IE00BD6J9T35.USD","LU0011850046.USD","LU0158827948.USD","LU1989773731.SGD","LU0354030511.USD","LU0348723411.USD","LU2028103732.USD","LU0444973449.USD","LU0476273544.USD","LU0079474960.USD","BK4519","BK4518","IE00B5949003.HKD","AMAT","LU0238689110.USD","LU1815336760.USD","LU2089985449.USD","LU2111349929.HKD","LU1069344957.HKD","SG9999002232.USD","BK4147","SG9999002224.SGD","LU0868494617.USD","BK4533","LU0081259029.USD","BK4585","SG9999001424.SGD","LU1267930813.SGD","LU0444971666.USD","BK4516","IE00BQXX3C00.GBP","LU1917777945.USD","LU1803068979.SGD","LU0957791311.USD","IE00BQXX3D17.EUR","LU2931357623.SGD","LU1674673691.USD","LU0889566641.SGD","LU1823568750.SGD","IE0009356076.USD","BK4543","LU2089283258.USD","LU0354030438.USD","BK4588"],"gpt_icon":0},{"id":"1105979894","title":"应用材料公司：预计将在2025财年第四季度确认大部分费用，并在2026财年第一季度完成计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1105979894","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105979894?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 04:29","pubTimestamp":1761251352,"startTime":"0","endTime":"0","summary":"应用材料公司：预计将在2025财年第四季度确认大部分费用，并在2026财年第一季度完成计划","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["LU1815336760.USD","LU0096362180.USD","IE00BQXX3D17.EUR","LU1989773731.SGD","BK4534","LU0444973449.USD","LU1153585028.USD","LU1815333072.USD","IE0009356076.USD","LU1035775433.USD","LU0158827948.USD","LU0354030511.USD","BK4543","LU1803068979.SGD","LU2111349929.HKD","SG9999002224.SGD","IE00B5949003.HKD","LU0348723411.USD","LU0889566641.SGD","IE00BQXX3C00.GBP","LU0942090050.USD","LU2931357623.SGD","SG9999002232.USD","LU0476273544.USD","LU1642822529.SGD","LU0061474960.USD","LU2028103732.USD","LU1674673691.USD","LU1069344957.HKD","LU1267930813.SGD","BK4533","LU1823568750.SGD","LU0444971666.USD","LU1989763005.USD","LU2458330169.SGD","LU2458330243.SGD","LU0868494617.USD","LU0238689110.USD","LU1046421795.USD","IE00BD6J9T35.USD","IE00BSNM7G36.USD","LU0011850046.USD","BK4518","LU1917777945.USD","LU0081259029.USD","LU2089284900.SGD","SG9999001424.SGD","LU0868494708.USD","LU1674673428.USD","BK4588","LU2023251221.USD","LU0274383776.USD","LU0109392836.USD","LU0354030438.USD","LU0792757196.USD","LU1974910355.USD","BK4567","LU0079474960.USD","AMAT","BK4147","LU2023250504.SGD","LU2089985449.USD","BK4519","LU2271345857.HKD","LU2106854487.HKD","LU0957808578.USD","LU0158827781.USD","BK4516","IE00BQXX3F31.USD","LU0957791311.USD","LU1778281490.HKD","LU2023250843.SGD","BK4585","LU2089283258.USD"],"gpt_icon":0},{"id":"2577568467","title":"应用材料盘中异动 股价大涨3.00%报227.18美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2577568467","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577568467?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 21:51","pubTimestamp":1761227461,"startTime":"0","endTime":"0","summary":"北京时间2025年10月23日21时51分，应用材料股票出现异动，股价急速拉升3.00%。截至发稿，该股报227.18美元/股，成交量55.1414万股，换手率0.07%，振幅3.87%。应用材料股票所在的半导体行业中，整体涨幅为1.01%。应用材料公司简介：应用材料公司是世界上最大的半导体晶圆制造设备制造商。应用材料公司拥有广泛的产品组合，几乎涵盖了WFE生态系统的每个角落。具体而言，应用材料公司在沉积领域占据市场份额的领导地位，这需要在半导体晶圆上分层新材料。","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=nesSN20251023215101973eada4&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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13:36","pubTimestamp":1761197764,"startTime":"0","endTime":"0","summary":"相比之下，中国刻蚀设备产业的专利申请量近年来呈现爆发式增长，展现出强劲的发展势头。刻蚀设备核心演进方向基于全球半导体技术发展趋势和各厂商的战略布局，刻蚀设备未来将向两个核心方向演进。这意味着刻蚀设备将逐渐演变为能够进行“原子级手术”的精密仪器。总体而言，中国刻蚀设备产业正呈现出多元化、差异化的发展态势，在各细分领域都取得了显著进展。","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=nesSN20251023134300a6c94fe5&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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