美股详情

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IDC概念

1,995.52

-7.0594-0.35%

涨家数：4

跌家数：4

平家数：- -

市盈率：- -

高：2,018.22

开：2,001.69

低：1,972.33

收：2,002.58

数据加载中...

总览新闻资讯

BUZZ-Cencora 上调 2025 年利润预期，业绩增长

为何尽管业绩出色华尔街一些分析师仍对AMD的人工智能业务收入感到担忧

环球市场播报

美国超微公司盘初涨超4% 第一季营业利润同比增长57%

AMD(AMD.US)逆风突围业绩超预期华尔街多空激辩AI增长前景

智通财经网

特药需求强劲，Cencora 上调年度利润预期

预计电费将上涨，Equinix 马来西亚分公司关注替代能源选择

对华芯片出口管制，AMD将损失108亿

半导体产业纵横

英特尔董事长坦言：没有快速解决方案

半导体芯闻

损失大了！AMD确认因美国出口限制今年将少赚15亿美元

Ofweek光电信息网

AMD（纪要）：AI GPU 全年将实现两位数增长

美股盘前，超微电脑(SMCI.O)跌5%，公司下调2025财年营收预测。AMD(AMD.O)涨约2%，公司一季度营收超预

AMD警告美国芯片出口限制影响，今年股价已下跌近20%

美股盘前：超微电脑跌约4%，AMD涨约2%，诺和诺德涨约6%

每日经济新闻

黄仁勋揭秘自己如何用AI学习：先让“老师”把自己当成12岁小孩

疯狂蚕食英特尔市场，积极争夺数据中心，左右开弓的AMD可以乐观起来了！

财经自媒体

美媒：英伟达CEO称，错失中国人工智能市场将是“巨大损失”

英伟达确认RTX 5060发售时间：5月19日，同时登陆台式机和笔记本电脑

AMD表示担忧

半导体行业观察

英特尔5月6日成交额为10.24亿美元

万国数据5月6日成交额为3672.98万美元

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21:10","pubTimestamp":1746623443,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，尽管涉及中国的新出口管制措施可能持续构成挑战，AMD的季度业绩及展望仍获得多家华尔街机构认可。此前AMD管理层表示业绩指引已包含出口管制造成的约7亿美元收入损失，预计2025财年总损失将达15亿美元。虽然凭借英特尔的市场混乱，AMD在其他领域优势稳固，但AI业务前景仍存变数。整体预期上修可能被视作低基数下的暂时利好，但AI增长预期却在调降。","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":"http://www.zhitongcaijing.com/content/detail/1290468.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":"highlight_zhitongcaijin","symbols":["LU0642271901.SGD","LU1242518857.USD","BK4141","BK4512","BK4543","LU1316542783.SGD","LU0823421333.USD","BK4575","LU0198837287.USD","LU1988902786.USD","IE00BMPRXR70.SGD","BK4534","BK4566","LU2054465674.USD","LU0979878070.USD","LU0056508442.USD","LU2458330169.SGD","LU1951200564.SGD","LU2264538146.SGD","LU1852331112.SGD","LU1303367103.USD","LU2098885051.SGD","LU0889565833.HKD","LU2458330243.SGD","BK4532","BK4554","BK4573","LU0081259029.USD","BK4605","LU0823434583.USD","LU0823434740.USD","BK4588","IE0009356076.USD","IE00BMPRXN33.USD","LU2250418816.HKD","BK4614","BK4585","LU0127658192.USD","IE0004445239.USD","AMD","BK4612","BK4529","LU2360106780.USD","LU1989764664.SGD","LU1803068979.SGD","GFS","LU1242518931.SGD","LU1951198990.SGD","LU1880398554.USD","LU1064131342.USD"],"gpt_icon":1},{"id":"2533985009","title":"特药需求强劲，Cencora 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马来西亚分公司关注替代能源选择","url":"https://stock-news.laohu8.com/highlight/detail?id=2533960227","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533960227?lang=zh_cn&edition=fundamental","pubTime":"2025-05-07 18:28","pubTimestamp":1746613724,"startTime":"0","endTime":"0","summary":"路透吉隆坡5月7日 - 数据中心公司 Equinix EQUIX.O的马来西亚分部周三表示，由于预计国内电费即将上调将增加其成本，该公司正在考察各种替代能源供应商。Equinix 马来西亚公司总经理 Cheam Tat Inn 在其位于 Cyberjaya 的数据中心二期工程竣工时对记者说，公司正在考察各种可再生能源服务供应商。Equinix 马来西亚拥有两个数据中心，分别位于赛柏再也和柔佛，容量分别为 4.8 兆瓦和 2.4 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和辅助工具来提高效率。","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/roll/2025-05-07/doc-inevtptv3564161.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":["LU1633808545.USD","LU2360107168.USD","LU2471134952.CNY","LU2083900584.USD","NVDU","2NVD.UK","NVDD","LU0310800379.SGD","LU0256863811.USD","SNVD.UK","LU1923623000.USD","3NVD.UK","IE00BQXX3C00.GBP","LU1674673428.USD","LU0170899867.USD","NVD3.UK","LU1699723380.USD","IE00B4JS1V06.HKD","BK4529","IE00BMPRXR70.SGD","IE00B1XK9C88.USD","LU1242518931.SGD","LU0965509010.AUD","IE0004445239.USD","NVD","NVDS.UK","NVDS","SG9999014542.SGD","LU2168564222.USD","NVD2.UK","NVDX","LU0642271901.SGD","LU0345768153.USD","HK0000306685.HKD","NVIW.SI","LU2543165471.USD","IE00B19Z9505.USD","LU2756315664.SGD","LU1951200564.SGD","SGXZ81514606.USD","BK4608","SG9999014567.USD","LU0689472784.USD","LU1718418525.SGD","NVDY","LU2265009873.SGD","LU1496350502.SGD","LU1127390331.HKD","NVDA"],"gpt_icon":1},{"id":"2533867852","title":"疯狂蚕食英特尔市场，积极争夺数据中心，左右开弓的AMD可以乐观起来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2533867852","media":"财经自媒体","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533867852?lang=zh_cn&edition=fundamental","pubTime":"2025-05-07 15:07","pubTimestamp":1746601620,"startTime":"0","endTime":"0","summary":"昨日，美股盘后，AMD公布了一季报，业绩超预期：其中，一季度总收入74.4亿美元，超过分析师预期的71.2亿，每股收益0.44美元，同样超过分析师预期的0.416美元。受此影响，AMD盘后股价一度涨超6%！业绩恢复高增的情况下，AMD的市销率估值处于近年来低位：左手抢英特尔的市场，右手布局最具潜力的AI，没有估值泡沫的AMD该翻身了！","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/jjxw/2025-05-07/doc-inevtpty6382020.shtml","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":"sina","symbols":["IE00BMPRXN33.USD","BK4515","BK4532","LU1951198990.SGD","LU1880398471.USD","LU2360106780.USD","BK4512","BK4527","LU2250418816.HKD","LU0823434740.USD","LU0198837287.USD","BK4588","LU0127658192.USD","LU0823434583.USD","BK4141","IE00BMPRXR70.SGD","LU0321505868.SGD","LU2054465674.USD","AMD","BK4566","LU1803068979.SGD","BK4614","BK4602","BK4534","LU0056508442.USD","LU1951200564.SGD","BK4554","LU1988902786.USD","LU0642271901.SGD","BK4535","BK4529","BK4612","LU1880398554.USD","LU0082616367.USD","LU2458330169.SGD","LU1242518931.SGD","LU0390134368.USD","LU0979878070.USD","LU1303367103.USD","IE00B5949003.HKD","BK4543","IE0004445239.USD","LU2543165471.USD","LU2098885051.SGD","LU2264538146.SGD","LU1923623000.USD","BK4605","BK4533","GFS"],"gpt_icon":1},{"id":"2533625891","title":"美媒：英伟达CEO称，错失中国人工智能市场将是“巨大损失”","url":"https://stock-news.laohu8.com/highlight/detail?id=2533625891","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533625891?lang=zh_cn&edition=fundamental","pubTime":"2025-05-07 13:53","pubTimestamp":1746597180,"startTime":"0","endTime":"0","summary":"据美国消费者新闻与商业频道 报道，美国英伟达公司总裁兼首席执行官黄仁勋当地时间6日在接受采访时表示，中国人工智能市场可能在未来两到三年内达到约500亿美元，错失它将是“巨大的损失”。报道称，黄仁勋表示，在中国销售产品将带来收入、税收，并“在美国创造大量的就业机会”。英伟达在一份监管文件中表示，这些管制措施将使截至4月27日的季度收益减少55亿美元。","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://finance.sina.com.cn/jjxw/2025-05-07/doc-inevtine1323205.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":["LU2357305700.SGD","NVDX","LU0787776722.HKD","NVD","LU1852331112.SGD","LU1989772840.SGD","BK4608","NVDS","NVD3.UK","NVDY","LU0234570918.USD","LU1861215975.USD","BK4141","BK4529","LU0444973449.USD","LU2452424414.USD","LU0061474960.USD","LU0965509010.AUD","IE00B3M56506.USD","LU0256863902.USD","BK4581","NVDS.UK","BK4614","LU2290526834.HKD","IE00B4JS1V06.HKD","LU0476273544.USD","3NVD.UK","NVIW.SI","LU2361044865.SGD","LU0979878070.USD","IE00BMPRXR70.SGD","LU0889565833.HKD","IE00B7KXQ091.USD","2NVD.UK","IE0009356076.USD","LU1868836591.USD","161631","HK0000306701.USD","LU1935043536.SGD","NVDD","NVDU","NVD2.UK","LU2125154778.USD","SNVD.UK","LU1989772923.USD","NVDA","LU0310800379.SGD","SG9999015358.SGD"],"gpt_icon":1},{"id":"2533644625","title":"英伟达确认RTX 5060发售时间：5月19日，同时登陆台式机和笔记本电脑","url":"https://stock-news.laohu8.com/highlight/detail?id=2533644625","media":"极客怪咖","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533644625?lang=zh_cn&edition=fundamental","pubTime":"2025-05-07 10:36","pubTimestamp":1746585360,"startTime":"0","endTime":"0","summary":"不过发布时，英伟达并没有提供GeForce RTX 5060的上市时间。现在英伟达已确认，无论是台式机还是笔记本电脑使用的GeForce RTX 5060都将于2025年5月19日发售。考虑到Computex 2025将于5月20日至23日举行，相信展会上将会有各种基于GeForce RTX 5060的产品展示。这次英伟达还确定了GeForce RTX 5060桌面显卡的最终规格，整卡功耗为145W。","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":"https://tech.ifeng.com/c/8j9plSpBgEv","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":"fenghuang_stock","symbols":["IE00BQXX3D17.EUR","LU2360107168.USD","NVDD","IE00BJTD4V19.USD","LU0788109477.HKD","LU0476273544.USD","LU1935043536.SGD","RTX","LU2602419157.SGD","NVDS.UK","LU0345768153.USD","LU0708995401.HKD","LU1035775433.USD","LU1868837136.USD","LU0494093205.USD","LU1496350171.SGD","LU1720051108.HKD","NVDY","SNVD.UK","LU0345770308.USD","LU1839511570.USD","NVD","LU0081259029.USD","IE00B19Z8X17.USD","LU0823414478.USD","LU1989764748.USD","LU2430703251.USD","BK4588","3NVD.UK","LU0786609619.USD","LU2242649171.HKD","LU0640476718.USD","NVDU","2NVD.UK","BK4581","LU2092627202.USD","IE00BN29S564.USD","BK4529","NVD3.UK","NVIW.SI","LU1989764664.SGD","NVDS","LU2592432038.USD","NVDA","NVD2.UK","LU0203202063.USD","LU1861215975.USD","NVDX","LU1064131342.USD"],"gpt_icon":1},{"id":"2533341649","title":"AMD表示担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2533341649","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533341649?lang=zh_cn&edition=fundamental","pubTime":"2025-05-07 09:51","pubTimestamp":1746582673,"startTime":"0","endTime":"0","summary":"AMD在周二的财报电话会议上表示，这一业绩预期源于4月份针对其MI308芯片实施的出口限制。AMD预计，本季度数据中心收入将下降，原因是该产品销售额将减少7亿美元。AMD 股价此前因发布乐观的季度财报上涨逾 7%，但在该公司披露中国销售影响后出现下跌。AMD 上个月曾表示，由于新的出口规则，预计将产生约 8 亿美元的支出。AMD第一季度销售额增长36%，达到74亿美元，超过预期的71.2亿美元。","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=nesSN2025050710182797515f96&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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09:35","pubTimestamp":1746581737,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，万国数据成交额为3672.98万美元，成交额较昨日减少7.31%，当日成交量为131.40万股。万国数据于2025年5月6日涨0.97%，报28.06美元，该股过去5个交易日涨17.7%，年初至今涨18.1%，过去60日涨2.82%。该公司目前在中国开发和运营数据中心，还为其他客户建设，运营和转让数据中心。万国数据于 2016 年在纳斯达克上市，并于 2020 年在香港完成二次上市。","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=nesSN20250507093545a474acf5&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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