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IDC概念

2,669.34

+31.141.18%

涨家数：5

跌家数：3

平家数：- -

市盈率：- -

高：2,695.10

开：2,655.28

低：2,646.16

收：2,638.20

数据加载中...

总览新闻资讯

RuggON 推出全球首款强固型英特尔 "Arrow Lake" 处理器平板电脑

64 核 AMD Ryzen Threadripper 9980X 刷新 PassMark 多线程纪录

英伟达、微软双双冲击4万亿：一个“卖铲子”，一个“找金子”

华尔街见闻

宁让台积电两三年内独大，为何陈立武决定放弃Intel 18A转攻14A？

一GPU企业科创板IPO获受理！3年累计亏损46亿拟募资80亿，创始人曾任职英伟达

ASML独家披露：EUV光刻机仅售5台，Intel悄然转变，光刻机不再那么重要了

消息称AMD Zen 6 架构引入多层 3D 堆叠缓存

车圈水太深，英特尔先溜

Ofweek维科网

TUXEDO 推新款 Stellaris 16 AMD 笔记本，可选 9955HX3D + 5090

OnexPlayer 将推雷电 5 显卡坞，内置 AMD RX 7600M XT 显卡

英特尔拟跳过18A工艺，直接采用14A，大摩：短期影响微乎其微

智通财经网

英特尔：CEO暗示其代工服务将发生重大变化！

英特尔7月3日成交额为13.71亿美元

IDC料今年全球服务器市场规模增长逾4成数据中心概念走强万国数据(09698)涨7.4%

190亿，“中国英特尔”要IPO了

市场投研资讯

万国数据7月3日成交额为1.16亿美元

易昆尼克斯7月3日成交额为4.25亿美元

【港股异动 | 数据中心股走高万国数据-SW(09698.HK)涨超7% 新意网集团(01686.HK)涨超6% 】智

万国数据(09698)续升逾8% 隔夜美股涨10.2% 上交所首单新型基建REITs落地

AMD CEO苏姿丰将获3200万美元股票奖励

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17:06","pubTimestamp":1751619960,"startTime":"0","endTime":"0","summary":"6月30日，沪深北三大交易所新受理41家IPO，创今年单日受理数量新高！摩尔线程前身有限公司成立于2020年6月11日，2024年10月28日整体变更为股份公司。公司目前注册资本4.0002亿余元。自2020年成立以来，公司以自主研发的全功能GPU为核心，致力于为AI、数字孪生、科学计算等高性能计算领域提供计算加速平台。截至2024年12月末，公司累计未分配利润为-120719万元，报告期末存在累计未弥补亏损。","market":"fut","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/2025-07-04/doc-infehynm3026591.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":["159982","NVDS.UK","LU2250418816.HKD","LU0077335932.USD","NVD3.UK","LU0689472784.USD","LU0175139822.USD","LU0276348264.USD","LU1989772923.USD","LU0323591593.USD","LU0985320562.USD","IE00B775H168.HKD","LU1868836591.USD","LU0225283273.USD","LU1914381329.SGD","NVDX","LU1988902786.USD","LU1037948541.HKD","NVD","LU2237957902.USD","BK4529","LU0820561909.HKD","LU0234570918.USD","IE00BJJMRX11.SGD","NVDY","LU2506951792.HKD","LU2456880835.USD","NVDU","LU2381873111.SGD","LU2244417387.USD","IE00BMPRXN33.USD","IE00BD6J9T35.USD","2NVD.UK","SNVD.UK","NVIW.SI","LU0444971666.USD","LU0265550946.USD","LU2242649171.HKD","LU2092937148.SGD","NVD2.UK","LU0157215616.USD","NVDD","3NVD.UK","LU1712237335.SGD","LU2125909247.SGD","LU1127390331.HKD","IE00B1BXHZ80.USD","NVDS"],"gpt_icon":1},{"id":"2548367929","title":"ASML独家披露：EUV光刻机仅售5台，Intel悄然转变，光刻机不再那么重要了","url":"https://stock-news.laohu8.com/highlight/detail?id=2548367929","media":"极客网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548367929?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 17:02","pubTimestamp":1751619748,"startTime":"0","endTime":"0","summary":"ASML独家披露：EUV光刻机仅售5台，Intel悄然转变，光刻机不再那么重要了近日，ASML独家披露，该公司向客户仅售出五台高数值孔径EUV光刻机，引发业界对于光刻机在芯片制造中的重要性的重新评估。特别是，Intel这一全球领先的半导体公司，其悄然转变引发了市场的广泛关注。总的来说，ASML独家披露的EUV光刻机销售数据和Intel的悄然转变都为我们提供了一个重新审视光刻机在芯片制造中地位的机会，未来，我们将看到更多的创新和变革在这个领域中出现。","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=nesSN2025070417551795365a2a&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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架构还预计将带来更高的核心频率和更多的核心数量，结合先进的台积电制程工艺，这将使其在性能上更具竞争力。","market":"fut","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/2025-07-04/doc-infehynp0861186.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":["LU0889565833.HKD","LU0081259029.USD","LU1880398554.USD","LU1064131342.USD","LU2250418816.HKD","LU1989764664.SGD","LU1242518857.USD","BK4585","LU1951200564.SGD","LU0823434583.USD","LU0642271901.SGD","BK4612","IE00B5949003.HKD","IE00BMPRXR70.SGD","BK4605","LU0127658192.USD","LU0390134368.USD","LU1988902786.USD","LU1303367103.USD","BK4532","LU2360106780.USD","LU2458330169.SGD","LU0056508442.USD","BK4529","AMD","LU1923623000.USD","BK4141","LU0082616367.USD","LU1316542783.SGD","IE00BMPRXN33.USD","LU0823434740.USD","IE0009356076.USD","BK4573","LU0109392836.USD","LU1803068979.SGD","LU1852331112.SGD","LU2098885051.SGD","LU0823421333.USD","LU0719512351.SGD","LU2264538146.SGD","IE0004445239.USD","LU1951198990.SGD","LU1880398471.USD","BK4534","BK4588","BK4554","BK4543","GFS","LU0979878070.USD","LU0198837287.USD"],"gpt_icon":1},{"id":"2548352109","title":"车圈水太深，英特尔先溜","url":"https://stock-news.laohu8.com/highlight/detail?id=2548352109","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548352109?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 14:26","pubTimestamp":1751610379,"startTime":"0","endTime":"0","summary":"6月25日，有市场爆料称，英特尔将关闭小型汽车业务，并解雇该领域的大多数员工。目前，英特尔方面已向媒体确认了调整一事。截至2024年底，英特尔总共有10.9万名员工。从2022年开始，英特尔的营收就出现了下滑趋势。Gaudi3预计将在第三季度大范围上市，有望在AI芯片市场占据一席之地。然而，机遇之窗并非只为英特尔敞开。这对英特尔而言，绝非好消息。通过剥离汽车这类非核心资产，英特尔正试图将每一分钱、每一个顶尖人才，都用在刀刃上。","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=nesSN20250704142656953624d1&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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14:18","pubTimestamp":1751609880,"startTime":"0","endTime":"0","summary":"IT之家 7 月 4 日消息，Linux PC 硬件厂商 TUXEDO 当地时间本月 1 日推出 AMD 版本的 Stellaris 16 Gen7 笔记本，可选 AMD 锐龙 9 9955HX / 9955HX3D 处理器以及英伟达 GeForce RTX 5090 / 5080 / 5070 Ti 笔记本电脑 GPU。Stellaris 16 Gen7 AMD 搭载了一块 16 英寸的千分区调光 Mini LED 显示屏，拥有 2560×1600 的分辨率、300Hz 的刷新率、100% 的 DCI-P3 色域覆盖，HDR 下亮度可达 1000 尼特。TUXEDOStellaris 16 Gen7 AMD 笔记本电脑预装基于 Ubuntu 的 TUXEDO OS 发行版，享受完整的 Linux 支持，面向全球市场的不含税起售价为 2100 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开孔透风。","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/stock/t/2025-07-04/doc-infehuer0958575.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":["LU1852331112.SGD","BK4614","IE0004445239.USD","XT","BK4585","BK4575","BK4554","BK4512","BK4566","IE0009356076.USD","IE00BMPRXR70.SGD","LU2360106780.USD","BK4573","LU1064131342.USD","LU0082616367.USD","LU1988902786.USD","LU1951200564.SGD","BK4612","BK4141","LU1989764664.SGD","GFS","BK4543","LU0823434583.USD","IE00BMPRXN33.USD","LU0642271901.SGD","LU0127658192.USD","LU1880398471.USD","BK4529","LU0198837287.USD","LU0109392836.USD","LU0823421333.USD","LU0889565833.HKD","IE00B5949003.HKD","LU2458330243.SGD","BK4532","LU0056508442.USD","LU2054465674.USD","LU1951198990.SGD","LU1303367103.USD","LU2098885051.SGD","LU0823421416.USD","AMD","LU1316542783.SGD","LU0719512351.SGD","LU1242518931.SGD","LU0823434740.USD","LU1880398554.USD","LU0979878070.USD","BK4534","LU2250418816.HKD"],"gpt_icon":0},{"id":"2548358006","title":"英特尔拟跳过18A工艺，直接采用14A，大摩：短期影响微乎其微","url":"https://stock-news.laohu8.com/highlight/detail?id=2548358006","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548358006?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 13:53","pubTimestamp":1751608430,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，据报道，英特尔 新任首席执行官陈立武正考虑对其晶圆厂代工业务进行重大改革，直接以14A工艺对阵竞争对手，以吸引苹果、英伟达等大客户。业内消息称，陈立武根据业内反馈判断，英特尔18A工艺在吸引新客户方面正面临困难。若最终决定停止进一步推广18A工艺，英特尔或将面临数亿美元至数十亿美元的资产减值。对此，摩根士丹利表示，英特尔此举在短期内的影响微乎其微。","market":"fut","thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1d3ded87adb5b60e78d067baa6dc6a6b","theme_name":"🔥热榜No.51 · 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万国数据(09698)涨7.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2548330924","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548330924?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 10:47","pubTimestamp":1751597277,"startTime":"0","endTime":"0","summary":"金吾财讯 | 数据中心概念走强，万国数据(09698)涨7.4%，报32.65港元；新意网集团(01686)涨6.91%，报7.89港元。IDC预测，今年全球服务器市场规模有望达到3660亿美元，同比增长44.6%。其中x86服务器市场规模将增长39.9%，达2839亿美元；非x86服务器市场则将同比增长63.7%，达820亿美元，其中Arm架构服务器增长率达70.0%，占全局总出货量的21.1%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961635","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4529","BK1588","BK1134","01686","BK1607","BK4116","GDS","BK1613","BK1585","BK4505","BK4563","BK4585","BK4607","BK4614","09698","BK4526","BK4531","BK4588","BK1575"],"gpt_icon":0},{"id":"2548033012","title":"190亿，“中国英特尔”要IPO了","url":"https://stock-news.laohu8.com/highlight/detail?id=2548033012","media":"市场投研资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548033012?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 10:32","pubTimestamp":1751596320,"startTime":"0","endTime":"0","summary":"在国产芯片当自强的环境下，有望成为“中国英特尔”的上海明星独角兽踏上了IPO之路。除了有望成为“中国英特尔”的兆芯集成，被称为“中国英伟达”的摩尔线程、沐曦股份已递交招股书，同样是国产GPU明星独角兽的燧原科技、壁仞科技也已在上市辅导进程中。在胡润研究院发布的《2025全球独角兽榜》中，兆芯集成的估值为190亿元，摩尔线程的估值为310亿元，燧原科技的估值为205亿元，壁仞科技的估值为160亿元。","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/2025-07-04/doc-infehiqt3259722.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":["BK4141","LU0081259029.USD","BK4515","BK4535","BK4579","BK4605","BK4527","BK4543","LU0321505439.SGD","LU2543165471.USD","BK4529","BK4602","BK4554","BK4533","BK4585","BK4588","BK4512","BK4534","BK4575","BK4550","BK4612","LU0321505868.SGD"],"gpt_icon":1},{"id":"2548330319","title":"万国数据7月3日成交额为1.16亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2548330319","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548330319?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 10:13","pubTimestamp":1751595183,"startTime":"0","endTime":"0","summary":"美东时间2025年7月3日，万国数据成交额为1.16亿美元，成交额较昨日增加82.10%，当日成交量为349.96万股。万国数据于2025年7月3日涨10.2%，报33.98美元，该股过去5个交易日涨14.45%，年初至今涨43.01%，过去60日涨64.63%。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=nesSN20250704101305a4ce6a29&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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09:59","pubTimestamp":1751594394,"startTime":"0","endTime":"0","summary":"美东时间2025年7月3日，易昆尼克斯成交额为4.25亿美元，成交额较昨日减少14.91%，当日成交量为53.99万股。易昆尼克斯于2025年7月3日跌1.02%，报787.0美元，该股过去5个交易日涨5.56%，年初至今跌15.64%，过去60日涨5.82%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-03|4.25亿|-14.91%|53.99万|#|2025-07-02|5.00亿|-35.21%|63.10万|#|2025-07-01|7.71亿|-8.61%|97.13万|#|2025-06-30|8.44亿|-50.70%|106.71万|#|2025-06-27|17.12亿|-42.91%|219.33万|Equinix在全球71个市场运营着260个数据中心。Equinix约70%的收入来自向租户出租空间和相关服务，超过15%来自交互链接。","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=nesSN20250704095958a4ce6356&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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隔夜美股涨10.2% 上交所首单新型基建REITs落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2548332824","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548332824?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 09:45","pubTimestamp":1751593531,"startTime":"0","endTime":"0","summary":"金吾财讯 | 万国数据 延续升势，截至发稿，涨8.06%，报32.85港元，成交额8579.49万港元。隔夜美股万国数据高收10.2%，报33.98美元。万国数据表示，作为全国首批、上交所首单落地的新型基础设施REITs项目，南方万国数据中心REIT成为继全国首单数据中心持有型不动产ABS挂牌后，万国数据在资产证券化领域取得的又一突破。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961629","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":["BK1588","BK4116","BK4563","BK1575","CFA.SI","09698","BK4526","BK1585","GDS","CFA","BK4505","BK1607","BK4529","BK4531","BK1134","BK1613","BK4607","BK4588","BK4585","BK4614"],"gpt_icon":0},{"id":"2548334657","title":"AMD CEO苏姿丰将获3200万美元股票奖励","url":"https://stock-news.laohu8.com/highlight/detail?id=2548334657","media":"芯智讯","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548334657?lang=zh_cn&edition=fundamental","pubTime":"2025-07-04 09:25","pubTimestamp":1751592306,"startTime":"0","endTime":"0","summary":"文件显示，从今年7月1日开始，苏姿丰有权获得年薪 132 万美元的基本工资待遇，这也使得她将成为 AMD 薪酬最高的高管。在期权奖励方面，苏姿丰将获得价值 3300 万美元的股票期权，而 Papermaster 和JeanWu 将分别获得价值 1000 万美元和 850 万美元的股票，股票奖励将于 8 月 15 日根据 AMD 的 30 天平均收盘价授予高管。2024财年，AMD营收达到了创纪录的258亿美元。其中，AMD 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