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AI

1,682.21

+3.240.19%

涨家数：19

跌家数：25

平家数：- -

市盈率：- -

高：1,683.89

开：1,678.78

低：1,663.13

收：1,678.97

成交量：6.22亿

成交额：1,772.55亿

市值：32.69万亿

流通市值：29.89万亿

数据加载中...

总览新闻资讯

Counterpoint：26Q2全球晶圆代工2.0市场营收同比增长25%至966亿美元先进封装成为关注焦点

飞猪飞不进阿里

台积电（TSM）Q3营收1.49万亿新台币创新高前三季度营收同比增41.1%

云游控股(00484)收购6238股阿里巴巴股份

TrendForce：多家大厂布局VCSEL NPO 2031年VCSEL需求或至6.5亿颗

机构指台积电（TSM）2027年前营收增速有望超40% 上调目标价至4000新台币

Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战

盘前异动 | 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款

老虎资讯综合

美股中概股盘前多数下跌，蔚来跌1%

凤凰AI研究院|Meta退货的AI独角兽，腾讯红杉全员跟投完成超35亿融资

凤凰网港股

芬兰的数据中心建设热潮正加速升温，继Alphabet旗下的谷歌上月宣布在该国进行其欧洲史上最大规模的投资以来，又有多个新

知名科技分析师：将Palantir等列为2027年最值得关注的五家科技公司

贝索斯首次明确蓝色起源上市时间表：已融资100亿美元、估值最高1400亿美元，IPO仍需数年

环球市场播报

西门子将为葡萄牙锡尼什100兆瓦氢能工厂提供数字化改造。

亚马逊再裁员近千人：零售业务持续收缩岗位，AI部门却开始重新招聘被裁员工

环球市场播报

英伟达支持的AI数据中心公司Firmus上市遇阻：拟募资55亿美元，投资者热情降温，股东股价一度暴跌30%

环球市场播报

别再用消费级周期看美光(MU.US)！AI正改写NAND逻辑，企业级SSD已接管定价权

三星电子整合Coinbase稳定币服务，全美超8,200 万 Galaxy 用户可转账 USDC

TradingKey中文

凤凰AI研究院 | 芯片巨头利润暴增9倍创纪录，股价却应声下跌

凤凰网港股

Manus在Meta退出后筹集了超过5亿美元

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SmartEstimate市场预期其第三季度净利润7408亿新台币，同比增长64%。2026年前九个月，台积电累计营收3.90万亿新台币，同比增长41.1%，AI加速器、数据中心先进芯片需求保持强劲。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZWE1ODViOTJlYWU0Yzg0YTU1MDJhZDdhZjY5ZjlmNDM0MDU5MzAwNzIw.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZWE1ODViOTJlYWU0Yzg0YTU1MDJhZDdhZjY5ZjlmNDM0MDU5MzAwNzIw.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306958","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVEM","LU0158827781.USD","LU1508157978.USD","LU1267930813.SGD","TSMY","LU1934455277.USD","LU1316542783.SGD","CGDG","LU2237443549.SGD","EMC","TTEQ","IE00BKPKM429.USD","LU2023250504.SGD","LU2294711713.HKD","TSMU","CNEQ","LU0143863784.USD","LU0889566641.SGD","WUGI","TWSC","LU1803068979.SGD","IE00B5TLWC47.USD","SG9999004220.SGD","LU0345770993.USD","LU1989764748.USD","LU1037948897.HKD","BK4591","LU0965509010.AUD","LU1623119135.USD","LU0124676726.USD","LU0889565833.HKD","IE00BFXG0V08.USD","AIQ","LU0965509101.SGD","LU2106854487.HKD","LU0056508442.USD","LU2458330169.SGD","BK4550","UMMA","LU0861579265.USD","LU2125154935.USD","LU2491049909.HKD","BK4532","LU2357125470.USD","SPTE","LU2506951792.HKD","AVSE","IE00BQXX3D17.EUR","SGXZ81514606.USD","IE00BQXX3F31.USD","CWI","LU0082616367.USD","LU0175139822.USD","TINS","LU1917777945.USD","LU0823421416.USD","BK4141","LU0353189763.USD","BK4503","LU0792757196.USD","LU0572940350.SGD","LU2211815571.USD","LU1712237335.SGD","LU1048588211.SGD","BK4612","LU2237443978.SGD","AVXC","LU2491050071.SGD","LU0965508806.USD","LU2360108059.USD","LU1989764664.SGD","LU0965509283.SGD","LU0541501648.USD","BK4581","BK4605","LU0143863198.USD","LU2041044095.USD","LU2471134952.CNY","LU1868837722.USD","LU0238689110.USD","LU1989772840.SGD","BLOX","BK4548","LU2298321311.HKD","LU0345770308.USD","LU2237443622.USD","LU0384037296.USD","LU2750360997.AUD","BK4512","LU0289960550.SGD","LU0359201612.USD","LU0359202008.SGD","BK4602","CORO","CGGO","LU2211814178.USD","IE00BQXX3C00.GBP","LU2543165471.USD","LU0572939691.SGD","LU1852331112.SGD","SMH","CGNG","MEMX","LU1282649067.USD","LU2250418816.HKD","IE0004086264.USD","ESIM","IE00BD6J9T35.USD","LU2063271972.USD","LU2663582299.SGD","SGXZ51526630.SGD","LU1934455194.USD","ADVE","LU2471134523.USD","LU0878004406.USD","LU2111349929.HKD","LU2054465674.USD","03145","LU0878005551.USD","LU2028103732.USD","BK4534","IE00BHPRN162.USD","LU0353189680.USD","BK4533","SGXZ99366536.SGD","BAI","SPWO","BK4585","BK4526","BK4505","LU2860962120.EUR","LU0719512351.SGD","BK4543","LU0882747503.HKD","LU2133065610.SGD","LU2092937221.SGD","LU2125154778.USD","LU0109392836.USD","LU1323610961.USD","LU1868838027.USD","IE0004091025.USD","EMM","LU0348723411.USD","TSM","LU1267930490.SGD","LU0211327993.USD","BK4554","LU2237443382.USD","LU0823414478.USD","FDTX","LU2089283258.USD","LU0094547139.USD","LU1974910355.USD","STSM","LU2360032135.SGD","SG9999000418.SGD","IE00B3M56506.USD","BK4588","LU1868837565.USD","LU1934455863.HKD","LU2471134796.USD","LU0072462343.USD","CGIC","LU2247934214.USD","LU2271345857.HKD","LU2360106780.USD","TEK","LU2750360641.GBP","CHPX","KNOW","LU0310799852.SGD","TSMG","HK0000107257.USD","LU0823421333.USD","LU1989772923.USD","LU0359201885.HKD","LU2089284900.SGD","LU2458330243.SGD","LU0316494557.USD","LU0158827948.USD","LU1023057109.AUD","IE00BZ199S13.USD","BK4527","IE00BYQQ9H92.USD","LU0488056044.USD","LU2471134879.HKD","LU0198837287.USD","LU0264606111.USD","LU1211504680.USD","LU2023251221.USD","LU1282649810.SGD","ASIA","LU2491050154.USD","LU2249611893.SGD","LU0823414551.USD","LU1037948541.HKD","LU2087625088.SGD","LU0541502299.USD","TSMX","TSMZ","IE0004445239.USD","LU0211328371.USD","LU0689626769.HKD","LU0642271901.SGD","LU0323591593.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673222560","title":"云游控股(00484)收购6238股阿里巴巴股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2673222560","media":"智通财经","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673222560?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:33","pubTimestamp":1791448430,"startTime":"0","endTime":"0","summary":"定息票据的标的股份价格于2026年10月5日收市时低于行使价。于本公告日期，根据定息票据的条款，本公司须按行使价接收6238股阿里巴巴股份，代价约为 75万美元。因此，本公司已动用其可用资金购入具吸引票息率的定息票据，相较银行定期存款可产生较高利息收入，并具备潜在投资阿里巴巴的上行空间，从而为本公司争取长远潜在回报最大化。","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/1504590.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0661504455.SGD","LU0106959298.USD","LU2148611432.USD","LU0651947912.USD","BABO","BK4524","BK4565","LU1688375341.USD","BABX","LU1880383366.USD","BK4533","BABW","LU1048596156.SGD","BK4531","BK4502","BK4538","LU1152091754.HKD","LU0651946864.USD","BK4503","LU1282648689.USD","BK4607","LU0328353924.USD","BK4558","BK4534","BK4588","LU1152091168.USD","LU1046422090.SGD","BK4543","IE00B0JY6N72.USD","LU1051769294.HKD","LU1769817179.HKD","BK4554","LU1048588211.SGD","LU0348814723.USD","LU0553294199.USD","KBAB","CLIX","BK4548","DRAG","BK4220","LU1051768304.USD","LU1515016050.SGD","BBYY","LU0310800965.SGD","BK4535","LU1008478684.HKD","LU0047713382.USD","BK4575","BABA","IE00BFMHRM44.USD","LU0348816934.USD","BK4581","LU0545039389.USD","LU0880133367.SGD","LU0072913022.USD","LU1769817096.USD","BK4579","LU1003077747.HKD","LU0797268264.HKD","00484","LU0072462343.USD","BK1104","BK4505","LU1267930227.SGD","BK1526","BK4614","09988","BK4587","LU0949170772.SGD","ONLN","BABU","LU1242518931.SGD","LU0067412154.USD","LU1105468828.SGD","BK4526","LU2226246903.HKD","LU1235294995.USD","BABC","LU0128525689.USD","LU0052756011.USD","LU1046421795.USD","LU0979878070.USD","LU0501845795.SGD","LU0918141705.HKD","BK4122","LU0251143458.SGD","IE00BF5LJ272.USD","LU0821914370.USD","LU1242518857.USD","LU0456842615.SGD","LU1823568750.SGD","BK4527","LU0738911758.USD","LU0918141887.USD","BK4585","BK4504"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673022174","title":"TrendForce：多家大厂布局VCSEL NPO 2031年VCSEL需求或至6.5亿颗","url":"https://stock-news.laohu8.com/highlight/detail?id=2673022174","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673022174?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:28","pubTimestamp":1791448103,"startTime":"0","endTime":"0","summary":"金吾财讯 | TrendForce集邦咨询发布《2027红外线感测与光通信市场趋势》报告，伴随数据中心Scale-Up垂直扩展网络传输需求快速增长，VCSEL NPO凭借低功耗、维护灵活、供应链成熟等优势受到行业关注。Lumentum（LITE）、古河电工、高意（COHR）、博通（AVGO）、艾迈斯欧司朗、海思等头部厂商均已布局相关研发。2027至2028年将迎来多款VCSEL NPO方案落地，叠加短距离光收发模块需求，预计2031年VCSEL市场需求量有望达6.5亿颗，2025-2031年复合增速38%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/MjU4MmU0MDcxNDc2ODE0Nzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MjU4MmU0MDcxNDc2ODE0Nzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306956","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":["LU2237443622.USD","HK0000914686.HKD","IE00BQXX3D17.EUR","LU0097036916.USD","LU2265009873.SGD","LU2746668974.SGD","BK4157","IE0009356076.USD","LU0029864427.USD","IE00BZ9MQY76.HKD","LU1202635105.USD","LU0444973449.USD","LU0784385170.HKD","LU2023250330.USD","LU1935043452.HKD","LU2211814178.USD","IE00BJLML261.HKD","LU2237443465.HKD","LU0511384066.AUD","LU0106261372.USD","LITU","LU0061475181.USD","IE00BQXX3F31.USD","ESLG","LU2272731782.SGD","IE00BGHQDM52.EUR","LU1323610961.USD","LU2023251221.USD","SOXQ","LU1670628061.USD","LU0949170772.SGD","LU0957791311.USD","LU1992135399.USD","LU2065171402.SGD","CIBR","LU0256863902.USD","IE0004445015.USD","LU2543165471.USD","LU1645745479.HKD","LU1815333072.USD","LU2487616109.SGD","LU1814569148.SGD","LU2023250504.SGD","IE00BFSS7M15.SGD","LU2403377893.USD","LU0345768153.USD","LU2095319765.USD","LU1069344957.HKD","LU0070217475.USD","LU1670710588.SGD","LU2361044865.SGD","LU2750360997.AUD","IE00B3PB1722.GBP","LU1670627923.USD","LU0964807845.USD","LU2242650005.HKD","LU2322448791.USD","LU0133085943.USD","LU1400636574.HKD","LU0225283273.USD","LU0082616367.USD","IE00BZ1G4Q59.USD","LU2602419157.SGD","IE00B1BXHZ80.USD","LU0256863811.USD","LU1003077747.HKD","LU2463028550.USD","LU0466842654.USD","LU0081259029.USD","LU2430703251.USD","COHQ","LU2237443549.SGD","LU0784385840.USD","LU2896262040.SGD","LU0942090050.USD","LU1267930490.SGD","SOXX","LU0314104364.USD","LU0106261612.USD","LU1551013342.USD","HAKY","BK4598","LU1242518931.SGD","LU1066053197.SGD","IE00B42XCP33.USD","IE00BJJMRX11.SGD","LU0069063385.USD","IE00B19Z4B17.USD","LU0238689110.USD","LU2271345857.HKD","LU2065169927.USD","TRFK","IE00B4JS1V06.HKD","LITZ","CHAT","LU0234570918.USD","IE00BMCWC346.EUR","LU0345769128.USD","LUMA","LU2471134952.CNY","IE00BLSP4452.SGD","LU0672654240.SGD","IE00BFSS8Q28.SGD","LU2211815571.USD","BAI","IE00BJTD4N35.SGD","LU2237443895.HKD","LU2244417387.USD","BK4020","SGXZ99366536.SGD","LU1064131342.USD","LU2168564222.USD","LU0553294199.USD","LU2065170008.USD","LAZR","SG9999004303.SGD","LU2357305700.SGD","LU0820561909.HKD","BK4581","LU1988902786.USD","CGBL","LU2168564065.EUR","LU1674673428.USD","IE00B19Z9Z06.USD","LU0079474960.USD","LU0912757837.SGD","LU0266013472.USD","LU1267930730.SGD","SG9999015978.USD","LU0353189763.USD","AVGU","LU0215105999.USD","LU1244550577.SGD","LU1979441026.SGD","SG9999001424.SGD","LU0154236417.USD","LU1923622614.USD","LU1917777945.USD","SGXZ81514606.USD","LU0198837287.USD","LU2505996681.GBP","LU1037948541.HKD","LU0316494557.USD","LU1935043023.USD","LU0096364046.USD","LU2249611893.SGD","LU0323591593.USD","BK4566","LU0642271901.SGD","LU0096362180.USD","LU2168564149.EUR","LU1642822529.SGD","COHH","LU1951198990.SGD","LU1934455194.USD","LU2471134523.USD","SG9999003800.SGD","AVGG","IE00B66KJ199.SGD","LU0323239441.USD","LU0158827781.USD","SG9999015945.SGD","LU1035775433.USD","IE00B7KXQ091.USD","LU1720051108.HKD","LU2272731865.HKD","LU0012050646.USD","SHOC","FTEC","LU0320765646.SGD","LU0289961442.SGD","LU1804176565.USD","AVGW","LU1989772923.USD","LU0708994859.HKD","LU0965509101.SGD","LU2272731600.USD","SMHX","LU0784383803.USD","LU1935042991.SGD","LU2860962120.EUR","BK4551","LU2360032135.SGD","LITE","LU0868494617.USD","BK4612","IE00BGHQF631.EUR","LITC","IE00BMPRXR70.SGD","LU0240877869.USD","LU1923623000.USD","LU1868837300.USD","LU2125154778.USD","LU1670710661.SGD","IE0001KFT4U8.USD","LU0203202063.USD","LU0211328371.USD","LU1914381329.SGD","LU0738911758.USD","XLK","LU0784384876.USD","ARTY","COHC","LU0868494708.USD","LU2237443382.USD","LU0683600562.USD","IE00BYV24P56.USD","LU1066051498.USD","LU2931357623.SGD","IE00BKDWB100.SGD","LU1162221912.USD","AVGO","SG9999002232.USD","LITG","LU2237957811.SGD","LU2355687059.USD","LU0143551892.USD","LU0354030438.USD","LU0274383776.USD","LU2462591277.SGD","LU2360106780.USD","LU2756315664.SGD","LU0949170426.SGD","LU2125154935.USD","LU0708995401.HKD","LU0251132253.USD","LU0205193047.USD","LU1934455277.USD","IE00B894F039.SGD","LU2471134796.USD","LU1868836757.USD","LU1301847155.USD","LU2347655156.SGD","LU0308772762.SGD","LU2471134879.HKD","LU2506951792.HKD","LU2999663052.SGD","HK0000914660.USD","IE00BKVL7J92.USD","VGT","LU0203201768.USD","LU2462157665.USD","LU2108987350.USD","LU1551013425.SGD","IE00BK4W5L77.USD","LU2247934214.USD","LU0124676726.USD","LU1623119135.USD","LU0417517546.SGD","IETC","LU0787776722.HKD","LU1629891620.HKD","LU0444971666.USD","LU2462591350.SGD","LU2210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上调目标价至4000新台币","url":"https://stock-news.laohu8.com/highlight/detail?id=2673022481","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673022481?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:18","pubTimestamp":1791447490,"startTime":"0","endTime":"0","summary":"金吾财讯 | 花旗（C）分析师发布研报称，受益于旺盛的AI算力需求、AI智能体增长潜力以及共封装光学（CPO）产业周期，台积电（TSM）营收增速有望在2027年前维持40%以上。英伟达（NVDA）、AMD（AMD）、博通（AVGO）等主要AI芯片客户业务增长提速，或将推动台积电明年AI相关营收接近翻倍，市场大概率继续上调公司盈利预期。花旗预计，向好的营收前景将带动台积电资本开支继续抬升，2027年、2028年资本支出分别可达810亿美元、900亿美元。机构维持台积电“买入”评级，目标价由3800新台币上调至4000新台币。","market":"other","thumbnail":"https://static.szfiu.com/news/20210625/OTU2NGE4NGJmZTIzZDc2N2YxYmJkM2MyMjUzODQzOTQ1NzY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OTU2NGE4NGJmZTIzZDc2N2YxYmJkM2MyMjUzODQzOTQ1NzY=.jpg"],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306954","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250504.SGD","LU1934455277.USD","LU2023251221.USD","BK4588","LU2111349929.HKD","AVEM","LU2237443549.SGD","SGXZ81514606.USD","BK4602","TWSC","TTEQ","LU0488056044.USD","LU2860962120.EUR","BK4527","LU0823414478.USD","LU0965509283.SGD","UMMA","BK4503","BAI","CGGO","LU2063271972.USD","LU2360032135.SGD","LU2250418816.HKD","STSM","TSMY","LU2271345857.HKD","LU2211815571.USD","LU0348723411.USD","LU2458330243.SGD","LU1282649067.USD","SPTE","LU1989772840.SGD","IE00BZ199S13.USD","LU2360106780.USD","TSMZ","LU0124676726.USD","LU0965508806.USD","LU0264606111.USD","CHPX","LU2298321311.HKD","LU0238689110.USD","SGXZ99366536.SGD","LU2471134796.USD","LU1323610961.USD","LU0642271901.SGD","LU2237443382.USD","TSMG","IE00BKPKM429.USD","LU2089283258.USD","LU2054465674.USD","LU0719512351.SGD","03145","FDTX","LU0878005551.USD","LU0572939691.SGD","LU0882747503.HKD","LU1037948897.HKD","IE00BQXX3F31.USD","BK4532","SMH","LU2543165471.USD","LU0359202008.SGD","HK0000107257.USD","LU2491050071.SGD","LU0541501648.USD","LU0345770993.USD","LU1934455194.USD","LU2211814178.USD","IE0004086264.USD","IE00BYQQ9H92.USD","LU2133065610.SGD","TEK","IE00BQXX3D17.EUR","LU2294711713.HKD","LU0792757196.USD","LU2249611893.SGD","LU0689626769.HKD","LU0965509010.AUD","LU0143863198.USD","CGNG","LU2360108059.USD","IE0004091025.USD","LU1974910355.USD","BK4550","BK4533","LU2471134523.USD","SGXZ51526630.SGD","LU0965509101.SGD","LU1048588211.SGD","BK4581","LU1282649810.SGD","BK4512","LU2506951792.HKD","WUGI","IE00BD6J9T35.USD","LU1989772923.USD","LU0109392836.USD","LU0158827948.USD","LU1712237335.SGD","BK4505","BK4526","LU0861579265.USD","LU1508157978.USD","LU2028103732.USD","SPWO","LU0175139822.USD","LU0345770308.USD","LU0823421333.USD","LU0211327993.USD","LU0889566641.SGD","LU0211328371.USD","LU1267930490.SGD","CGDG","LU0889565833.HKD","BK4591","IE00B5TLWC47.USD","LU0056508442.USD","TSMX","LU1868837722.USD","BK4585","BK4612","BLOX","LU1868838027.USD","LU2357125470.USD","TINS","LU1623119135.USD","LU2087625088.SGD","LU0316494557.USD","LU2092937221.SGD","LU2041044095.USD","LU2125154935.USD","LU0353189680.USD","LU1989764748.USD","LU1037948541.HKD","CNEQ","LU1023057109.AUD","LU2089284900.SGD","LU1989764664.SGD","LU1934455863.HKD","BK4554","TSMU","LU0541502299.USD","LU0143863784.USD","AVXC","MEMX","LU0823414551.USD","LU2491049909.HKD","LU1267930813.SGD","LU0359201612.USD","LU1803068979.SGD","EMC","LU0323591593.USD","LU2125154778.USD","KNOW","LU1868837565.USD","BK4543","LU0198837287.USD","CORO","EMM","LU2471134952.CNY","IE0004445239.USD","LU1211504680.USD","SG9999000418.SGD","IE00BFXG0V08.USD","BK4141","LU0094547139.USD","AIQ","LU2663582299.SGD","AVSE","LU2750360997.AUD","LU1316542783.SGD","ASIA","IE00BHPRN162.USD","LU0359201885.HKD","LU2106854487.HKD","IE00B3M56506.USD","LU0384037296.USD","LU2471134879.HKD","SG9999004220.SGD","TSM","LU2237443978.SGD","LU1917777945.USD","LU2750360641.GBP","LU0353189763.USD","LU0823421416.USD","LU1852331112.SGD","LU2237443622.USD","LU0878004406.USD","LU2491050154.USD","LU0082616367.USD","LU2247934214.USD","ADVE","LU0289960550.SGD","IE00BQXX3C00.GBP","BK4534","BK4605","LU0310799852.SGD","ESIM","BK4548","CGIC","LU0572940350.SGD","LU0072462343.USD","LU2458330169.SGD","LU0158827781.USD","CWI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673201700","title":"Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战","url":"https://stock-news.laohu8.com/highlight/detail?id=2673201700","media":"爱范儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673201700?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:14","pubTimestamp":1791447251,"startTime":"0","endTime":"0","summary":"今天凌晨，微软 CEO Satya Nadella、Windows + 设备执行副总裁 Pavan Davuluri，以及英伟达 CEO 黄仁勋同台，带来了这场围绕 Windows 和 Surface 的特别发布会。所谓的 Windows AI 助手大多数时候就是一个常规的 AI 入口，用户就像打开一个 App 一样，输入问题，等待回答。很多时候，甚至还没有单独的 Codex 好用，更不用说和整个 Windows 系统联动的 AI。微软开始把 Windows 变成一个在本地和云端之间调度 AI Agent 的平台，而 Surface Laptop Ultra 就是这套方案的硬件样板。面向更高端的工作负载，微软宣布 DGX Station for 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| 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款","url":"https://stock-news.laohu8.com/highlight/detail?id=1157379625","media":"老虎资讯综合","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157379625?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:03","pubTimestamp":1791446602,"startTime":"0","endTime":"0","summary":"光通信概念股普跌，Applied Optoelectronics、Coherent跌超3%，Ciena科技、康宁、Lumentum、Astera Labs、Fabrinet、Credo跌超2%；半导体板块普跌，迈威尔科技、ARM跌超2%，AMD、台积电，博通、英特尔、阿斯麦跌超1%；Wolfspeed涨近14%，该公司宣布获美国防部最高15亿美元贷款；Applied Digital涨近4%，Q1营收同比增长322%，超市场预期；Resources 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15:35","pubTimestamp":1791444900,"startTime":"0","endTime":"0","summary":"英伟达支持的澳大利亚AI数据中心运营商Firmus Grid原计划通过首次公开募股筹集至多55亿美元，有望跻身澳大利亚历史上规模最大的IPO之一。受相关消息影响，Firmus现有股东Maas Group Holdings在悉尼交易时段股价一度暴跌30%，创下该股有记录以来的最大跌幅。上市不确定性波及现有股东，Maas股价一度暴跌30%Firmus的上市风险迅速传导至现有股东。Firmus此前已获得包括英伟达和黑石集团在内的投资者合计20亿美元的投资承诺，Jane Street也是其现有股东之一。","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/usstock/c/2026-10-08/doc-iniupafi3747722.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":["LU1496350171.SGD","IE0005OL40V9.USD","LU0786609619.USD","LU2087621335.USD","LU1868836591.USD","LU1732800096.USD","NVDA","SHOC","LU0353189680.USD","LU0787776722.HKD","LU0320765059.SGD","LU1244550221.USD","LU0912757837.SGD","LU1861558580.USD","IE00BYXW3230.USD","LU1983260115.SGD","SOXY","BK4581","LU2065170008.USD","SG9999014906.USD","LU2125909247.SGD","BK4533","NVC","LU2543165471.USD","NVDS.UK","FTEC","LU2361044949.HKD","LU0689472784.USD","LU0011850046.USD","LU1202635105.USD","LU2023250504.SGD","LU0345768153.USD","LU2552382215.SGD","LU0082616367.USD","LU1988902786.USD","DIPS","BK4549","IE00B4YYXB79.USD","LU1267930730.SGD","LU0061475181.USD","LU0795875169.SGD","LU0203201768.USD","LU2954938101.SGD","LU0557290698.USD","LU1732799900.SGD","LU2471134523.USD","SG9999015358.SGD","LU0444973449.USD","IE0034235295.USD","GB00BDT5M118.USD","AGOX","LU0266013472.USD","SG9999004303.SGD","LU0795875086.SGD","LU0107464264.USD","LU0726765562.USD","LU0057025933.USD","LU2552382132.HKD","LU1923622291.USD","LU2322448791.USD","HK0000914660.USD","LU2462591350.SGD","LU0965509101.SGD","LU2168563687.JPY","LU2237443382.USD","IE00B1BXHZ80.USD","LU2272731600.USD","LU0124676726.USD","LU0256863811.USD","LU2168564495.EUR","IE00B3S45H60.SGD","LU0820561909.HKD","LU2491049909.HKD","SG9999018857.SGD","TTXU","SG9999015945.SGD","LU1003077747.HKD","NVD3.UK","NVDU","BK4527","LU0210528500.USD","LU2322448957.HKD","LU1629891620.HKD","LU0109392836.USD","LU1974910355.USD","LU0823434583.USD","IE00BKDWB100.SGD","LU2357305700.SGD","SG9999014542.SGD","LU2896262040.SGD","NVDW","AIPI","LU1674673428.USD","SG9999015341.SGD","LU2237443895.HKD","NVDY","LU1923622614.USD","SG9999014559.SGD","ESUM","LU1496350502.SGD","NVDS","LU2999663052.SGD","LU1145028129.USD","IE0004091025.USD","LU0889565833.HKD","NVDB","TYLG","LU0476273544.USD","LU1400636657.SGD","LU2250418816.HKD","LU1839511570.USD","LU2491050154.USD","LU2360107168.USD","LU1316542783.SGD","LU2290526834.HKD","LU2357125470.USD","LU1153585028.USD","LU1261432733.SGD","IE00B775SV38.USD","LU2458330243.SGD","LU0211328371.USD","LU0494093205.USD","HK0000532082.HKD","LU0127658192.USD","LU2506951792.HKD","LU0158827781.USD","LU2133065610.SGD","LU0882574139.USD","LU0965509283.SGD","LU2272731865.HKD","SNVDAmain","LU0276348264.USD","SG9999015986.USD","LU0345770993.USD","LU2347655156.SGD","IE0004445239.USD","SG9999014880.SGD","LU0061474705.USD","LU0265550946.USD","IE000Q6AESB8.SGD","LU2347655073.USD","LU0187121727.USD","SGXZ31699556.SGD","LU2463028550.USD","LU2168564149.EUR","IE0034235188.USD","LU2249611893.SGD","LU1989764664.SGD","LU0080751232.USD","LU2487616109.SGD","07388","LU0708994859.HKD","IE00BKVL7J92.USD","IE0003U64NQ7.SGD","LU1804176565.USD","IE000ITXATA3.USD","LU2237438978.USD","LU2381873111.SGD","LU0203202063.USD","IE00B19Z9505.USD","LU2491050071.SGD","IE00B775H168.HKD","EFIV","HK0000320264.USD","LU1861215975.USD","LU1934455863.HKD","JGRO","HK0000914686.HKD","LU0081259029.USD","LU1989772923.USD","BK4612","LU2471134952.CNY","IE00B3SWFQ91.USD","IE00BWXC8680.SGD","SG9999017495.SGD","BK4579","BK4503","LU2168564065.EUR","SGXZ99366536.SGD","NVD","LU0661504455.SGD","LU1127390331.HKD","CMAG","LU0708995401.HKD","LU2326559502.SGD","LU1699723380.USD","LU2247934214.USD","LU0354030511.USD","LU1066051225.USD","NVDL","LU1935042488.USD","LU0308772762.SGD","IE00BHPRN162.USD","LU1992135472.HKD","LU0256863902.USD","CLSE","SPTE","LU1116320737.USD","LU2125154778.USD","NVII","NVDO","LU2168564222.USD","LU2462157665.USD","LU0133085943.USD","LU1935042991.SGD","LU1069347547.HKD","LU2430703178.SGD","LU2750360997.AUD","LU2272731782.SGD","LU0106261372.USD","LU2360106780.USD","SG9999018865.SGD","IE00B3M56506.USD","IE00BMPRXR70.SGD","IE00BD6J9T35.USD","HK0000819398.USD","LU1934455277.USD","SG9999000418.SGD","LU1366333091.USD","LU2125154935.USD","IE00BKPKM429.USD","LU0964807845.USD","LU2092937148.SGD","LU2054465674.USD","LU1720051108.HKD","LU0683600562.USD","LU1069344957.HKD","LU1868837300.USD","LU1935043452.HKD","LU1084165304.USD","NVD2.UK","BK4598","NVDD","LU0985320562.USD","LU2452424414.USD","SG9999002232.USD","NULC","LU0265550359.USD","CHAT","LU1244550577.SGD","LU0738911758.USD","LU1435385759.SGD","LU1712237335.SGD","USXF","TRFK","SG9999015952.SGD","LU2637965513.SGD","BK4587","IE0034235303.USD","SG9999014575.USD","LU2456880835.USD","LU0942090050.USD","LU1066051498.USD","BK4532","LU0823414551.USD","LU0788109477.HKD","LU1551013342.USD","IE00B19Z8X17.USD","LU0238689110.USD","LU0347712357.USD","LU1979441026.SGD","LU2106854487.HKD","GAMR","LU1242518931.SGD","LU0006306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15:33","pubTimestamp":1791444798,"startTime":"0","endTime":"0","summary":"但美光最新Q4财季数据使其修正这一观点：NAND已不再是一个同质化市场，消费级NAND与企业级数据中心SSD的供需、定价逻辑正在明显分化。同期，美光NAND总收入为141亿美元，环比增长42%，价格环比上涨约30%。事实上，美光并不需要成为最大NAND生产商，才能在企业级SSD市场获胜。","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/1504558.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":["LU2168564149.EUR","PSI","VGT","LU1868836914.USD","LU2471134796.USD","LU0097036916.USD","LU2168564065.EUR","LU0256863811.USD","LU0792757196.USD","LU0943347566.SGD","XLK","LU0889565833.HKD","SOXQ","FDTX","IE00BKDWB100.SGD","LU0820562030.AUD","LU2860962120.EUR","LU0210536198.USD","MUU","CHPX","LU1280957306.USD","IE00B7SZLL34.SGD","AIS","LU2168564495.EUR","MIC","BK4585","EGGY","LU2089985449.USD","LU0320765059.SGD","LU1803068979.SGD","LU1914381329.SGD","LU2048586759.USD","BK4532","FTXL","SMU00main","LU1868836757.USD","IE0009356076.USD","LU2211815571.USD","IE00BSNM7G36.USD","SG9999001424.SGD","GB00BDT5M118.USD","EMSF","LU0133085943.USD","LU2168563687.JPY","LU1720051017.SGD","LU1778281490.HKD","SGXZ99366536.SGD","LU2054465674.USD","LU1323610961.USD","LU1868837136.USD","LU2213496289.HKD","LU0889566641.SGD","BK4575","MUYY","LU2023250330.USD","TRFK","LU2286300806.USD","LU0157215616.USD","WLDR","LU2102340556.USD","IE00B5949003.HKD","LU2471134879.HKD","FXL","AIQ","FTEC","LU1674673428.USD","LU1852331112.SGD","LU0096364046.USD","LU1629891620.HKD","MUG","LU0323591593.USD","USXF","LU2168564222.USD","LU0683600562.USD","LU1989764664.SGD","TTXU","LU2290526834.HKD","LU0081259029.USD","CGGO","MU","CHPS","BK4533","LU0417517546.SGD","LU2458330169.SGD","LEGR","LU0787776722.HKD","EFIV","SGXZ81514606.USD","LU1316542783.SGD","LU2471134952.CNY","LU2087625088.SGD","IE00B19Z3581.USD","BK4553","IE0002270589.USD","BK4527","LU0640476718.USD","LU2750360641.GBP","LU0964807845.USD","LU2360107168.USD","SG9999015986.USD","LU0353189763.USD","LU0689472784.USD","LU1861220033.SGD","BK4579","LU2756315318.SGD","BK4141","LU0061475181.USD","IE00B1XK9C88.USD","LU0708995401.HKD","BK4588","LU0820561818.USD","BK4512","LU2250418816.HKD","LU2471134523.USD","LU1548497426.USD","LU1861215975.USD","BK4554","LU0353189680.USD","LU2357305700.SGD","MUZ","SOXX","IE00BWXC8680.SGD","LU1145028129.USD","LU1868836591.USD","JGRO","LU1720051108.HKD","LU2931357623.SGD","LU1989764748.USD","LU0234570918.USD","BK4566","LU0109392836.USD","BK4543","IE000M9KFDE8.USD","RULE","WUGI","LU0859254822.USD","HBMX","IXN","LU0672654240.SGD","LU1868837300.USD","IE00BJLML261.HKD","LU0820561909.HKD","IE00BK4W5L77.USD","LU2357627491.SGD","IE00BK4W5M84.HKD","SG9999015952.SGD","LU0256863902.USD","LU2756315664.SGD","BK4605","LU1674673691.USD","SG9999015978.USD","LU0203347892.USD","AIFD","LU0642271901.SGD","LU0238689110.USD","LU0127658192.USD","LU1366333091.USD","LU1267930730.SGD","LU2360106780.USD","SG9999015945.SGD","LU2543165471.USD","LU1551013342.USD","IETC","LU0056508442.USD","LU0082616367.USD","LU0109391861.USD","SHOC","SGXZ51526630.SGD","IE0034235303.USD","LU1267930813.SGD","LU2403377893.USD","PTF","LU2896262040.SGD","LU2458330243.SGD","BOBP","LU0154236417.USD","IE00B19Z3B42.SGD","LU0203345920.USD","LU1551013425.SGD","LU2750360997.AUD","BAI","LU0719512351.SGD","FAI","SMH","XNTK","LU0274383776.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673021965","title":"三星电子整合Coinbase稳定币服务，全美超8,200 万 Galaxy 用户可转账 USDC","url":"https://stock-news.laohu8.com/highlight/detail?id=2673021965","media":"TradingKey中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673021965?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 15:28","pubTimestamp":1791444523,"startTime":"0","endTime":"0","summary":"Coinbase为三星提供稳定币服务，全美逾8,200万Galaxy用户可发送稳定币USDC。","market":"sh","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20231227/c7d104619b37f784d9ff29e95597626b.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20231227/c7d104619b37f784d9ff29e95597626b.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262205722-crypto-coinbase-coin-samsung-usdc-stablecoin-tradingkey","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":["07747","CIR","BK4539","CONY","CCUP","09311","07311","LU2360107671.USD","COYY","BK4112","SSNLF","BK4596","BK4588","COIA","09711","COIX","LU1861220207.SGD","IBLC","LU1668664300.SGD","LU1861558580.USD","LU0106831901.USD","BK4595","BKCH","BK4170","CONL","CRCL","BK4535","FDIG","BLCK","BK4516","BK4585","COIO","LU1861559042.SGD","CONI","CONX","COIN","BK4543","ICOI","COIW","CRCD","CRCO","FIAT","FINX","BK4551","07347","CRPT","07711","ICRC","BK4600","LU1861217088.USD","CRCG","BK4023","LU1791807156.HKD","COIG","COII","BITQ","BK4554","CRCA"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2673021025","title":"凤凰AI研究院 | 芯片巨头利润暴增9倍创纪录，股价却应声下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2673021025","media":"凤凰网港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673021025?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 15:28","pubTimestamp":1791444497,"startTime":"0","endTime":"0","summary":"全球存储芯片老大三星，交出了一份炸裂的成绩单。据彭博社报道，截至9月的季度，三星初步营业利润达到创纪录的107.4万亿韩元 ，同比暴增近9倍。收入195万亿韩元，同样创出新高。\"这就是AI时代最荒诞的剧本：利润暴涨9倍叫\"不及预期\"，芯片供不应求叫\"周期正常\"。AI boom的经济账，已经彻底倒向三星、SK海力士和美光这三家。即便7月交出破纪录业绩，三星股价目前仍比6月高点低了约25%。","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://original.ifeng.com/c/8x3YZX73iVx","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":["BK4170","07347","BK4543","SSNLF","07747"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673202914","title":"Manus在Meta退出后筹集了超过5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673202914","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673202914?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 15:16","pubTimestamp":1791443772,"startTime":"0","endTime":"0","summary":"Manus在Meta退出后筹集了超过5亿美元路透10月8日-人工智能初创公司Manus的母公司Butterfly Effect周四表示，在解除Meta旗下META.O公司超过20亿美元的收购交易后，该公司已恢复独立运营，并完成了超过5亿美元的融资。Manus于8月表示，将作为一家独立公司恢复运营 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