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美股
详情
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OLED概念
9,037.19
-91.0215
-1.00%
涨家数：
3
跌家数：
1
平家数：
- -
市盈率：
- -
高：
9,169.66
开：
9,057.60
低：
8,814.03
收：
9,128.21
成交量：
479.28万
成交额：
10.55亿
市值：
3,022.32亿
流通市值：
3,001.86亿
数据加载中...
总览
新闻资讯
硅基OLED赛道迎来“第一股”
中国电子报
·
昨天
美股半导体设备概念股盘中集体走强！泰瑞达涨超7%，应用材料、科磊涨超4%
老虎资讯综合
·
03/24
新闻稿：LPL金融喜迎Gibson Financial Group加盟Linsco平台
投资观察
·
03/24
应用材料(AMAT)股票3月23日盘中上涨4.07%：背后推手曝光
TradingKey中文
·
03/23
海德堡材料拟大幅削减斯科夫德水泥厂熟料产能
投资观察
·
03/19
消息称Meta Quest 4头显将采用视涯科技2560×2560分辨率Micro OLED面板
IT之家
·
03/19
A股申购 | 视涯科技(688781.SH)开启申购 硅基OLED微显示屏出货量全球第二
智通财经
·
03/16
BUZZ-应用材料公司上调季度派息后股价上涨
路透中文
·
03/14
应用材料(AMAT)股票3月13日盘中上涨3.17%：关键驱动因素揭晓
TradingKey中文
·
03/13
半导体设备生变在即! 应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”
智通财经
·
03/13
Omdia：预计2032年无偏光片OLED面板出货量达2.44亿片
智通财经
·
03/13
家里有矿也扛不住！大幅削减各项开支，三星手机部门或出现“历史首次亏损”
华尔街见闻
·
03/13
应用材料与美光共建EPIC半导体研发中心，斥资50亿美元研发新一代AI存储
芯智讯
·
03/13
独家-消息人士称，先进芯片封装需求激增，BESI 引发收购兴趣
路透中文
·
03/13
应用材料(AMAT)股票3月12日盘中下跌4.39%：释放什么信号？
TradingKey中文
·
03/12
应用材料与美光及SK海力士达成合作
全球半导体观察
·
03/12
Omdia预测：无偏光片OLED面板未来6年出货年化增幅达22.7%
IT之家
·
03/11
半导体设备超级周期来袭! 应用材料(AMAT.US)联袂两大存储芯片巨头 掀起升级与扩产巨浪
智通财经
·
03/11
应用材料携手美光与SK海力士，共同开发AI存储器芯片
格隆汇
·
03/11
BUZZ-应用材料公司与美光公司宣布合作开发人工智能芯片后股价上涨
路透中文
·
03/11
更多
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21:05","pubTimestamp":1774443900,"startTime":"0","endTime":"0","summary":"3月25日，随着上海证券交易所科创板开市锣声响起，视涯科技股份有限公司正式成为“硅基OLED微显示第一股”。公司专注于硅基OLED微显示领域，是业内少数具备“显示芯片+微显示屏+光学系统方案”全栈自研能力的企业。此次IPO募集资金22.68亿元，将主要用于超高分辨率硅基OLED微型显示器件生产线扩建等项目。根据相关市场数据，2024年公司在全球XR设备硅基OLED产品出货量中占比达35.2%，位居全球第二、中国第一。","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/wm/2026-03-25/doc-inhsffcv9704500.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":["BK4518","BK4573","BK4141","BK4585","OLED"],"gpt_icon":0},{"id":"1155579111","title":"美股半导体设备概念股盘中集体走强！泰瑞达涨超7%，应用材料、科磊涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155579111","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155579111?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 23:28","pubTimestamp":1774366095,"startTime":"0","endTime":"0","summary":"3月24日，美股半导体设备概念股盘中集体走强，$泰瑞达(TER)$涨超7%，$应用材料(AMAT)$、$科磊(KLAC)$涨超4%，$拉姆研究(LRCX)$、$泰科电子(TEL)$涨超3%，$阿斯麦(ASML)$涨近3%。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BN0W2V16.EUR","LU1951198990.SGD","LU0553294199.USD","LU2089284900.SGD","BK4519","BK4147","LU1803068979.SGD","LU1923623000.USD","LU0661504455.SGD","LU0545039389.USD","IE00BSNM7G36.USD","AMAT","LU1642822529.SGD","159582","LU0314104364.USD","SOXX","LU0889565833.HKD","LU1861220033.SGD","LU1003077747.HKD","LU1974910355.USD","LU0868494708.USD","LU0109392836.USD","LU1823568750.SGD","IE0008368304.USD","LU1267930813.SGD","LU2271345857.HKD","LU0942090050.USD","BK4535","BK4543","IE00BQXX3C00.GBP","IE00BD6J9T35.USD","LU0096364046.USD","LU0079474960.USD","LU2360032135.SGD","BK4588","LU1046421795.USD","LU2458330169.SGD","IE00B5949003.HKD","LU2290526834.HKD","LU1861559042.SGD","TERG","LU0096362180.USD","BK4581","BK4548","IE0009356076.USD","LU0354030438.USD","LU2413666426.HKD","BK4534","LU2089283258.USD","BK4585","LU0792757196.USD","LU1989773731.SGD","LU0738911758.USD","LU1861558580.USD","LU0889566641.SGD","LU0957791311.USD","BK4516","LU2125154778.USD","LU1815336760.USD","BK4518","IE00BN0W2T93.GBP","SG9999001424.SGD","LU2413666699.HKD","LU1861215975.USD","LU0444971666.USD","LU2111349929.HKD","LU1917777945.USD","LU0476273544.USD","IE00BQXX3F31.USD","LU1035775433.USD","LU0061475181.USD","KLAC","LU0061474960.USD","LU1815333072.USD","GB00BDT5M118.USD","TER","BK4567","SG9999002232.USD","LU0949170772.SGD","BK4533","LU1868837136.USD","LU2106854487.HKD","LU0347712357.USD","LU0011850046.USD","LU1778281490.HKD","IE00BQXX3D17.EUR","LU2125154935.USD","LU1674673428.USD","LU2023251221.USD","SMH","LU2931357623.SGD","LU0868494617.USD","LU2023250843.SGD","LU0444973449.USD","LU2360107168.USD","SOXS","USD","LU1989763005.USD","LU2458330243.SGD","LU0170899867.USD","LU1153585028.USD","LU0274383776.USD","LU0348723411.USD","LU0238689110.USD","LU1951200564.SGD","LU2028103732.USD","LU0354030511.USD","LU2023250504.SGD","LU1069344957.HKD","LU0187121727.USD","LU1868837300.USD","LU2089985449.USD","LU2244417387.USD","LU2237438978.USD","SOXL","LU1868836914.USD","KLAG","LU0158827781.USD","VGT","LU1868836591.USD","SG9999002224.SGD","IE00BN0W2W23.USD","LU0158827948.USD","LU1721428933.USD","LU0957808578.USD","LU1674673691.USD","LU0081259029.USD","LU1868836757.USD"],"gpt_icon":0},{"id":"1196164332","title":"新闻稿：LPL金融喜迎Gibson Financial Group加盟Linsco平台","url":"https://stock-news.laohu8.com/highlight/detail?id=1196164332","media":"投资观察","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196164332?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 20:57","pubTimestamp":1774357061,"startTime":"0","endTime":"0","summary":"2026年3月24日，LPL Financial LLC宣布，财务顾问凯利·劳伦斯与文·斯巴诺正式加入Linsco by LPL Financial平台，共同创立Gibson Financial Group of LPL Financial。该团队管理的咨询、经纪及退休计划资产规模约达1.8亿美元*，此前隶属于B. Riley Wealth Management。Gibson Financial Group总部位于波士顿，客户群体涵盖多元行业与人生阶段。LPL业务发展董事总经理斯科特·波斯纳表示：\"我们热烈欢迎Gibson Financial Group加入Linsco生态圈。LPL Financial Holdings Inc是美国增长最迅速的财富管理公司之一。","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0353189680.USD","LPLA","IE0009354923.USD","LU0971096721.USD","BK4148","IE0034235188.USD","BK4127","BK4561","LU0094547139.USD","LU1804176565.USD","LU1363072403.SGD","LU2265009873.SGD","LPL","BK4518","LU2087625088.SGD"],"gpt_icon":0},{"id":"2621707618","title":"应用材料(AMAT)股票3月23日盘中上涨4.07%：背后推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2621707618","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621707618?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 23:17","pubTimestamp":1774279035,"startTime":"0","endTime":"0","summary":"• 应用材料（Applied Materials）于2026年3月23日被纳入标普100指数。\n• 公司预计其半导体设备业务在2026年将增长逾20%。\n• 董事会批准将季度现金股息上调15%。","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20251024/amata-c84545235327452082e6220c3d0dfa55.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20251024/amata-c84545235327452082e6220c3d0dfa55.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/Market-Movers/261710380-market-movers-amat-20260323","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":["IE0009356076.USD","LU1721428933.USD","BK4518","LU0868494617.USD","LU1974910355.USD","LU0096364046.USD","LU0238689110.USD","IE00BQXX3F31.USD","LU1823568750.SGD","LU0061474960.USD","IE00BQXX3D17.EUR","BK4533","LU1267930813.SGD","LU1989763005.USD","LU0011850046.USD","LU2111349929.HKD","BK4543","LU1868836757.USD","LU1803068979.SGD","LU0661504455.SGD","LU0109392836.USD","LU2458330169.SGD","SG9999001424.SGD","LU0476273544.USD","AMAT","LU0158827781.USD","LU0348723411.USD","LU1153585028.USD","LU1035775433.USD","IE00BD6J9T35.USD","BK4588","LU0274383776.USD","LU0949170772.SGD","LU2089284900.SGD","LU2458330243.SGD","LU1674673428.USD","LU0354030511.USD","LU2023250843.SGD","LU1778281490.HKD","LU1868837136.USD","LU0942090050.USD","LU1917777945.USD","LU0061475181.USD","LU2271345857.HKD","LU1674673691.USD","LU0354030438.USD","LU2023251221.USD","LU0081259029.USD","LU2089283258.USD","LU1815336760.USD"],"gpt_icon":0},{"id":"1108669047","title":"海德堡材料拟大幅削减斯科夫德水泥厂熟料产能","url":"https://stock-news.laohu8.com/highlight/detail?id=1108669047","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1108669047?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 21:43","pubTimestamp":1773927813,"startTime":"0","endTime":"0","summary":"海德堡材料集团正考虑对其位于瑞典的斯科夫德水泥厂实施重大产能调整，计划显著缩减熟料生产规模。该集团表示，自2027年起，斯科夫德生产基地的业务重心将转向终端水泥产品的制造。\n此次战略调整标志着海德堡材料在生产布局上的重新定位。通过聚焦最终产品环节，企业旨在优化资源配置并提升运营效率。该决策反映出建材行业应对市场供需变化的适应性举措。","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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061475181.USD","BK4533","LU0081259029.USD","LU0942090050.USD","LU1778281490.HKD","LU1674673691.USD","IE00BSNM7G36.USD","LU1003077747.HKD","BK4588","LU2931357623.SGD","LU2271345857.HKD","LU0868494708.USD","LU0444973449.USD","LU0354030438.USD","LU0957808578.USD","LU0957791311.USD","LU0868494617.USD","BK4516","IE00B5949003.HKD","LU1868836591.USD","IE00BD6J9T35.USD","LU0889565833.HKD","LU1917777945.USD","LU2413666699.HKD","LU0079474960.USD","LU0061474960.USD","LU1046421795.USD","LU1721428933.USD","LU2023251221.USD","LU2106854487.HKD","LU0354030511.USD","BK4147","GB00BDT5M118.USD","LU2413666426.HKD","LU0545039389.USD","LU2458330169.SGD","LU2089283258.USD","LU0274383776.USD","LU2023250843.SGD","LU0553294199.USD","LU0011850046.USD","LU0792757196.USD","LU2089284900.SGD","LU0158827948.USD","LU1868837300.USD","LU0347712357.USD","LU2023250504.SGD","LU2089985449.USD","IE00BQXX3F31.USD","BK4534","LU0238689110.USD","LU0738911758.USD","LU0889566641.SGD","LU1868836914.USD","IE00BQXX3D17.EUR","LU1815333072.USD","LU2028103732.USD","LU1803068979.SGD","SG9999001424.SGD","LU0096362180.USD","LU1989773731.SGD","BK4585","LU2111349929.HKD","LU1868837136.USD","BK4567","AMAT","LU1989763005.USD","LU0444971666.USD","LU1868836757.USD","SG9999002232.USD","LU0949170772.SGD","LU1823568750.SGD","LU1035775433.USD","LU1674673428.USD","IE00BQXX3C00.GBP","BK4543","LU0158827781.USD","LU0348723411.USD","SG9999002224.SGD","LU1069344957.HKD","LU0096364046.USD","BK4519","LU0476273544.USD","LU0109392836.USD","LU0661504455.SGD","LU1642822529.SGD","LU2458330243.SGD","LU1153585028.USD","LU1974910355.USD","BK4518","IE0009356076.USD","LU1815336760.USD","LU1267930813.SGD"],"gpt_icon":0},{"id":"2620221259","title":"消息称Meta Quest 4头显将采用视涯科技2560×2560分辨率Micro OLED面板","url":"https://stock-news.laohu8.com/highlight/detail?id=2620221259","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620221259?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 13:25","pubTimestamp":1773897903,"startTime":"0","endTime":"0","summary":"IT之家 3 月 19 日消息，据 VRCoast 报道，Meta 下一代 VR 头显 Quest 4 将回归 Micro OLED 显示方案，使用视涯科技面板，相应面板提供 2560x2560 分辨率及 1800 尼特亮度，相比现有 LCD 方案在对比度、响应速度与画质细腻度上大幅提升。IT之家注意到，此前 Meta Quest 4 头显缩略图意外现身 Horizon OS 系统固件，显示该产品鼻托部分支持手动调节，预计可以降低头显漏光现象。","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":"https://tech.ifeng.com/c/8rcUv9aHrLI","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":"fenghuang_stock","symbols":["688781","BK4518","BK4573","OLED","BK4141","BK4585"],"gpt_icon":0},{"id":"2619486233","title":"A股申购 | 视涯科技(688781.SH)开启申购 硅基OLED微显示屏出货量全球第二","url":"https://stock-news.laohu8.com/highlight/detail?id=2619486233","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619486233?lang=zh_cn&edition=fundamental","pubTime":"2026-03-16 06:50","pubTimestamp":1773615053,"startTime":"0","endTime":"0","summary":"招股书显示，视涯科技是全球领先的微显示整体解决方案提供商，核心产品为硅基 OLED 微型显示屏，并为客户提供包括战略产品开发、光学系统和 XR 整体解决方案等增值服务。根据弗若斯特沙利文报告，2024 年行业内已实现百万级出货的厂商仅索尼与视涯科技，2024 年索尼在全球 XR 设备硅基 OLED 产品出货量排名全球第一，约占全市场出货量的 50.8%；公司出货量排名全球第二、境内第一，约占全市场出货量的 35.2%。","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/1414044.html","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":"stock_zhitongcaijing","symbols":["OLED","BK4573","399300","BK4518","688781","159982","BK4585","BK4141"],"gpt_icon":0},{"id":"2619119129","title":"BUZZ-应用材料公司上调季度派息后股价上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2619119129","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619119129?lang=zh_cn&edition=fundamental","pubTime":"2026-03-14 00:02","pubTimestamp":1773417734,"startTime":"0","endTime":"0","summary":"BUZZ-应用材料公司上调季度派息后股价上涨3月13日 - ** 应用材料公司AMAT.O宣布将季度现金股息提高 15%，该公司股价上涨 1.5%，至 342.25 美元。** AMAT本周有望上涨约6%，结束连续两周的跌势** AMAT 董事会已批准将股息从 46 美分增加到 53 美分，并将于 6 月 11 日支付给截至 5 月 21 日登记在册的股东。** AMAT今年以来上涨了33.4%，而纳斯达克综合指数.IXIC下跌了4.7%。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:20260313:nL4T4011C4:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4534","LU2458330169.SGD","LU1046421795.USD","LU0347712357.USD","LU2271345857.HKD","LU1721428933.USD","LU0348723411.USD","LU0444973449.USD","BK4519","BK4518","IE00BD6J9T35.USD","LU1003077747.HKD","LU2413666426.HKD","LU0949170772.SGD","LU0096362180.USD","LU0238689110.USD","LU0868494708.USD","LU1815333072.USD","LU1989763005.USD","IE00BQXX3D17.EUR","LU0354030438.USD","LU0545039389.USD","IE00BQXX3F31.USD","LU0079474960.USD","LU0476273544.USD","LU0081259029.USD","LU0061474960.USD","LU0738911758.USD","BK4543","LU1815336760.USD","BK4147","LU1778281490.HKD","LU1267930813.SGD","SG9999002232.USD","LU1803068979.SGD","LU0354030511.USD","LU1069344957.HKD","LU0889566641.SGD","SG9999002224.SGD","LU0158827948.USD","LU2413666699.HKD","LU0109392836.USD","LU1642822529.SGD","LU1823568750.SGD","AMAT","LU2089284900.SGD","LU0661504455.SGD","SG9999001424.SGD","BK4533","LU0957808578.USD"],"gpt_icon":0},{"id":"2619115446","title":"应用材料(AMAT)股票3月13日盘中上涨3.17%：关键驱动因素揭晓","url":"https://stock-news.laohu8.com/highlight/detail?id=2619115446","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619115446?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 22:17","pubTimestamp":1773411424,"startTime":"0","endTime":"0","summary":"• 应用材料公司将季度股息上调15%，为连续第九年增长。\n• 强劲的AI需求和合作伙伴关系推动了半导体设备销售。\n• 分析师情绪乐观，维持“买入”评级并上调了目标价。","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20251024/amata-c84545235327452082e6220c3d0dfa55.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20251024/amata-c84545235327452082e6220c3d0dfa55.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/Market-Movers/261679849-market-movers-amat-20260313","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":["LU0274383776.USD","BK4533","LU0158827948.USD","BK4518","LU2458330169.SGD","LU0081259029.USD","LU0354030511.USD","BK4147","LU0096362180.USD","LU1778281490.HKD","LU0348723411.USD","SG9999002232.USD","LU0957791311.USD","LU1674673428.USD","AMAT","LU0868494708.USD","LU0889566641.SGD","LU0096364046.USD","LU1974910355.USD","LU0444973449.USD","LU1035775433.USD","IE00BQXX3D17.EUR","IE00BQXX3F31.USD","LU0061474960.USD","BK4588","LU2023250843.SGD","LU2413666426.HKD","GB00BDT5M118.USD","BK4567","IE0009356076.USD","LU0738911758.USD","LU0942090050.USD","LU1815336760.USD","LU1868836914.USD","IE00B5949003.HKD","IE00BQXX3C00.GBP","LU0061475181.USD","LU1046421795.USD","LU1267930813.SGD","LU1868837300.USD","IE00BD6J9T35.USD","LU1823568750.SGD","LU1069344957.HKD","BK4534","BK4519","LU0476273544.USD","LU0158827781.USD","BK4543","LU1642822529.SGD","LU0079474960.USD"],"gpt_icon":0},{"id":"2619110190","title":"半导体设备生变在即! 应用材料与泛林围猎Besi 欲拿下卡着AI与存储脖子的“混合键合”","url":"https://stock-news.laohu8.com/highlight/detail?id=2619110190","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619110190?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 21:06","pubTimestamp":1773407183,"startTime":"0","endTime":"0","summary":"应用材料此前于2025年4月收购了BE Semiconductor 约9%的股份。这项技术卡着AI芯片与存储芯片的“脖子”先进封装已成为驱动算力持续提升的“后摩尔时代”新引擎，键合技术的性能直接决定了集成系统的上限。全球半导体设备行业格局即将生变应用材料与泛林抢购BE Semiconductor这件事的本质不是普通并购，而是谁能抢下AI时代最稀缺的封装“瓶颈设备控制权”。如果最终由应用材料或泛林其中一家拿下Besi，意味着整个半导体设备行业格局将发生重大变化。","market":"sh","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/1413874.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE0009356076.USD","BK4518","LU1823568750.SGD","BK4519","LU2023250843.SGD","LU0738911758.USD","IE00BD6J9T35.USD","LU2028103732.USD","LU0081259029.USD","IE00BSNM7G36.USD","LU0347712357.USD","BK4543","LU1989773731.SGD","LU2023251221.USD","LU0942090050.USD","LU1815336760.USD","LU0476273544.USD","LU1868836757.USD","LU2023250504.SGD","LU1778281490.HKD","LU1815333072.USD","LU0158827948.USD","LU0957808578.USD","LU1642822529.SGD","IE00BQXX3C00.GBP","LU2089283258.USD","LU0061474960.USD","LU0889565833.HKD","LU2089284900.SGD","BK4516","BK4147","AMAT","LU1989763005.USD","LU0354030511.USD","LU1974910355.USD","LU2106854487.HKD","LU1674673691.USD","SG9999001424.SGD","LU1721428933.USD","LU0274383776.USD","LU0444973449.USD","LU2458330169.SGD","LRCX","BK4588","IE00BQXX3F31.USD","LU1917777945.USD","IE00B5949003.HKD","LU0792757196.USD","LU1069344957.HKD","LU0868494708.USD","LU0096364046.USD","LU0158827781.USD","LU1153585028.USD","SG9999002232.USD","BK4534","LU2458330243.SGD","LU1868836591.USD","LU0444971666.USD","04336","BK4567","LU0348723411.USD","LU0949170772.SGD","LU1868837300.USD","LU2931357623.SGD","LU0553294199.USD","LU1674673428.USD","LU0354030438.USD","LU0096362180.USD","LU0661504455.SGD","BK4535","LU1267930813.SGD","LU1868837136.USD","LU2413666699.HKD","LU0545039389.USD","LU0079474960.USD","GB00BDT5M118.USD","LU0109392836.USD","LU2413666426.HKD","LU1803068979.SGD","SG9999002224.SGD","LU2089985449.USD","IE00BQXX3D17.EUR","LU2271345857.HKD","LU1046421795.USD","LU0238689110.USD","LU1868836914.USD","LU0889566641.SGD","LU0957791311.USD","LU0868494617.USD","BK4533","LU0061475181.USD","LU0011850046.USD","LU2111349929.HKD","BK4585","LU1003077747.HKD","LU1035775433.USD"],"gpt_icon":0},{"id":"2619168042","title":"Omdia：预计2032年无偏光片OLED面板出货量达2.44亿片","url":"https://stock-news.laohu8.com/highlight/detail?id=2619168042","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619168042?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 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显示市场的创新发展。去除偏光片的技术并不仅限于COE等高端创新。","market":"sh","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/1413497.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":"2619568241","title":"家里有矿也扛不住！大幅削减各项开支，三星手机部门或出现“历史首次亏损”","url":"https://stock-news.laohu8.com/highlight/detail?id=2619568241","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619568241?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 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22:16","pubTimestamp":1773325005,"startTime":"0","endTime":"0","summary":"• Franklin Resources Inc. 减持了 Applied Materials 的股份。\n• 尽管业绩指引强劲，但在近期触及高点后，该股出现了获利回吐。\n• 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15:43","pubTimestamp":1773301429,"startTime":"0","endTime":"0","summary":"近日，应用材料公司宣布分别与美光科技和SK海力士达成合作协议。与SK海力士的合作：应用材料与SK海力士签署了长期的技术开发协议，以共同应对下一代半导体存储技术面临的研发挑战。关于EPIC中心：美光和SK海力士均作为创始合作伙伴加入了应用材料的EPIC中心。#存储器 #应用材料 #美光 #SK海力士关于我们TrendForce集邦咨询是一家专注全球高科技产业深度分析与顾问咨询服务的国际研究机构。","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=nesSN2026031215554297af10fd&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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