美股详情

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热门中概股

3,876.91

+41.171.07%

涨家数：28

跌家数：17

平家数：3

市盈率：- -

高：3,893.02

开：3,866.45

低：3,846.93

收：3,835.74

成交量：1.74亿

成交额：82.39亿

市值：3.18万亿

流通市值：2.73万亿

数据加载中...

伯恩斯坦将阿里巴巴目标价从180美元下调至165美元。

个护品牌不只要卖爆，关键是怎么卖得久

百度文心快码并入百度搭子

国富人寿：拟增资5.4亿元，增资方唯品会、广投金控均为现有股东

阿里配股800亿港元、字节举债2000亿元，中国大厂打响AI军备竞赛

新势力车企上半年现金储备及研发投入梳理：理想875亿、55亿，赛力斯731亿、37亿，蔚来567亿、40亿，小鹏405亿、58亿，零跑386亿、23亿

海通国际：将蔚来目标价由46.22港元下调至32.7港元，维持中性评级。

理想汽车：后续，理想自研电池将全面搭载到我们所有的车型。

涂鸦智能IFA展出AI家庭陪伴机器人Doova

高盛最新“逢低买入”名单：阿里巴巴在列，5只股票跌出了机会

2026国谈第三日下午场：百济神州、科伦博泰、罗氏、第一三共登场

“一税两费”变地方附加税：这笔钱，与你我有什么关系？

机构：预估台积电第三季单季3纳米产值首度超过4000亿新台币

2026证券时报最佳分析师投票机构公示，投票通道正式开启！

智谱上天猫“摆摊”，要把Token当话费卖

连续3季盈利的蔚来，为何跌出52周新低？

港股早评：恒指微幅高开0.01%，科网股涨跌各异，内银股、保险股齐涨

台积电等扩产带动半导体厂务工程五强在手订单逾 8800 亿元

花旗称，腾讯计划在哔哩哔哩发行可转换债券之际出售其持有的哔哩哔哩股份，此举有助于消除哔哩哔哩股票一项主要的悬压风险。

亚马逊扩大 AI 机柜拉货，世芯、纬颖、鸿海出货强劲

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8800 亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665639393","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665639393?lang=zh_cn&edition=fundamental","pubTime":"2026-09-07 09:21","pubTimestamp":1788744080,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，台积电、美光等企业加码资本支出扩产，带动半导体厂务工程五强汉唐、亚翔、帆宣、洋基、圣晖合计在手订单已逾 8800 亿元，创新高。台积电日前在半导体展表示，建置中晶圆厂高达 20 座，整体产能建置规模较过去倍数增加，但仍无法满足客户需求。美国关税政策带动美国制造建厂需求。亚翔在手订单金额 4400.73 亿元为最多，董事长姚祖骧指出近四年来在新加坡承接统包案累计金额上看 6000 亿元，后续可望再接新案。汉唐在手订单金额约 1939.37 亿元续创新高，受惠于台积电、美光等大客户持续建厂。帆宣在手订单金额 1351 亿元新高，董事长高新明透露订单能见度至少到 2028 年，客户端在 2029 年、2030 年相关专案已进入规划，帆宣已部署材料、人力及在地施工团队支援客户在台湾、美国亚利桑那、日本及德国同步扩产需求，并投入 CoPoS 等技术发展。圣晖在手订单金额超过 600 亿元，台湾占比 68%，半导体订单占比 63%，上半年税后纯益 29.44 亿元，每股纯益 23.73 元，创同期新高。洋基上半年税后纯益 23.17 亿元，每股纯益 17.46 元，在手订单金额约 517.7 亿元，订单能见度达 2027 年底。 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机柜拉货，世芯、纬颖、鸿海出货强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2665981693","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665981693?lang=zh_cn&edition=fundamental","pubTime":"2026-09-07 08:45","pubTimestamp":1788741906,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，供应链传出，北美云端服务供应商龙头亚马逊旗下 AWS 近期扩大 AI 服务器机柜拉货，台积电、世芯-KY、纬颖、鸿海等协力厂出货动能强劲。亚马逊日前再次上修今年资本支出，从原估计 2,000 亿美元提升至 2,200 亿美元，主要用于 AI 基础建设，包括资料中心、服务器、网路设备等需求。亚马逊执行长贾西看好 AI 算力供不应求态势延续到 2027 年，甚至已看见 2028 年强劲需求。AWS 的 AI 业务与自研芯片规模已成长至 250 亿美元，维持三位数百分比成长。Annapurna Labs 客制化 ASIC 芯片大多交由台积电以 3 奈米先进制程生产。世芯是 AWS 自研 AI 芯片重要伙伴，看好本季单季营收与获利将创新高，第 4 季持续看增，3 奈米 AI 加速器需求优于先前评估，年底前可设计定案。AWS 的 ASIC AI 机柜由纬颖负责组装并供应交换机托盘，鸿海切入 CPU 托盘。鸿海轮值 CEO 蒋集恒表示，今年 ASIC 专案取得新进展，将 ASIC 服务器市占率目标设定在 40% 以上。 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