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AI
1,486.47
+21.98
1.50%
涨家数：
38
跌家数：
5
平家数：
1
市盈率：
- -
高：
1,490.50
开：
1,464.68
低：
1,464.68
收：
1,464.49
成交量：
9.56亿
成交额：
2,245.10亿
市值：
28.30万亿
流通市值：
25.98万亿
数据加载中...
总览
新闻资讯
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10:42","pubTimestamp":1776393760,"startTime":"0","endTime":"0","summary":"4月17，$天岳先进$盘中涨幅扩大至12%。消息面上，$台积电$Q1营收同比大涨45.2%，再创历史新高纪录。另据报道，4月16日台积电在法说会上明确表示，先进封装产能非常紧张，核心战略是发展更大尺寸的CoWoS技术。$国金证券$此前指出，台积电规划2026年推出5.5倍、2027年实现9.5倍光罩尺寸CoWoS，支持12层HBM与多芯片集成，先进封装成为AI算力关键变量。公开资料显示，2025年，$天岳先进$导电型碳化硅衬底的市占率达到了27.6%，超越$Wolfspeed$问鼎全球第一。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1429757.html","is_publish_highlight":true,"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":["LU0056508442.USD","LU0345770308.USD","LU1989772840.SGD","IE0004445239.USD","BK4543","LU1623119135.USD","LU0823421333.USD","LU2249611893.SGD","BK4532","LU0719512351.SGD","LU2125154778.USD","BK4512","LU0488056044.USD","LU0861579265.USD","IE00BQXX3C00.GBP","BK4581","LU0792757196.USD","IE00B5TLWC47.USD","LU0359201612.USD","LU0316494557.USD","LU0823421416.USD","BK1169","LU1868837565.USD","LU1323610961.USD","LU2357125470.USD","LU1267930813.SGD","BK4612","LU0965509101.SGD","LU0878005551.USD","IE00BD6J9T35.USD","LU0359202008.SGD","LU1712237335.SGD","SG9999000418.SGD","LU2133065610.SGD","IE00BKPKM429.USD","LU2860962120.EUR","IE00BHPRN162.USD","LU2471134952.CNY","LU0572940350.SGD","BK4504","LU2750360641.GBP","LU2491049909.HKD","LU0823414551.USD","LU0158827781.USD","LU0965508806.USD","BK4527","LU1852331112.SGD","LU2111349929.HKD","IE00B3M56506.USD","LU0689626769.HKD","LU1917777945.USD","LU1989764664.SGD","LU0198837287.USD","LU2023251221.USD","LU2458330243.SGD","02631","BK4526","IE0004091025.USD","LU2294711713.HKD","LU0878004406.USD","LU1282649067.USD","BK4548","LU0264606111.USD","LU0348723411.USD","LU0889566641.SGD","LU2106854487.HKD","LU2360106780.USD","LU1211504680.USD","LU1989764748.USD","LU2237443622.USD","LU0323591593.USD","LU0158827948.USD","LU0082616367.USD","BK4535","LU2298321311.HKD","BK0214","LU0353189763.USD","LU2247934214.USD","LU2087625088.SGD","LU0094547139.USD","SG9999004220.SGD","LU1037948897.HKD","LU0175139822.USD","LU2089284900.SGD","LU1934455863.HKD","LU2491050071.SGD","IE00BYQQ9H92.USD","LU1037948541.HKD","LU2063271972.USD","LU2028103732.USD","LU0889565833.HKD","BK4602","LU1023057109.AUD","LU2458330169.SGD","LU2250418816.HKD","LU1868837722.USD","LU1282649810.SGD","LU1989772923.USD","BK4605","LU1934455194.USD","BK4503","LU0143863198.USD","BK4550","LU2471134796.USD","SGXZ51526630.SGD","LU0965509010.AUD","LU0541501648.USD","LU0384037296.USD","SGXZ99366536.SGD","IE00BZ199S13.USD","LU2543165471.USD","BK4588","BK4591","LU0124676726.USD","LU2271345857.HKD","LU2125154935.USD","IE00BFXG0V08.USD","LU0289960550.SGD","LU1934455277.USD","LU0238689110.USD","LU2506951792.HKD","LU1508157978.USD","SGXZ81514606.USD","LU2750360997.AUD","LU2092937221.SGD","LU2471134879.HKD","LU2491050154.USD","LU2237443549.SGD","LU1974910355.USD","LU0823414478.USD","LU0541502299.USD","LU2023250504.SGD","IE00BQXX3D17.EUR","BK4533","LU1316542783.SGD","LU0353189680.USD","LU0572939691.SGD","BK4141","IE00BQXX3F31.USD","BK4505","LU2211815571.USD","LU2041044095.USD","LU2663582299.SGD","LU1803068979.SGD","IE0004086264.USD","LU2237443978.SGD","LU0359201885.HKD","LU0642271901.SGD","LU2360108059.USD","LU2360032135.SGD","LU0882747503.HKD","LU2211814178.USD","BK4534","LU0965509283.SGD","LU1868838027.USD","BK4585","LU2089283258.USD","LU0143863784.USD","LU2237443382.USD","LU0345770993.USD","LU0109392836.USD","LU2471134523.USD","BK4554","LU2054465674.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628522948","title":"天岳先进盘中涨近10% 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The Information 报道，OpenAI 将斥资 200 多亿美元购买 Cerebras 芯片，并获得股权","url":"https://stock-news.laohu8.com/highlight/detail?id=2628225382","media":"路透中文","labels":["shareholding","corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628225382?lang=zh_cn&edition=fundamental","pubTime":"2026-04-17 09:27","pubTimestamp":1776389265,"startTime":"0","endTime":"0","summary":"据 The Information 报道，OpenAI 将斥资 200 多亿美元购买 Cerebras 芯片，并获得股权路透4月17日 - 据 The Information 周四援引消息人士的话报道，OpenAI 已同意向芯片初创公司 Cerebras 支付 200 多亿美元，在未来三年内使用该公司芯片驱动的服务器，并可获得该公司的股权。路透无法立即核实该报道。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":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260417:nL4S41002R:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1989763005.USD","IE00BDRTCR15.USD","LU1571399168.USD","LU2471134952.CNY","LU1261432733.SGD","LU1323610961.USD","LU0894485498.HKD","LU1003077747.HKD","LU1633808545.USD","SG9999001424.SGD","LU2023250843.SGD","LU2360032135.SGD","IE00BFSS7M15.SGD","LU0545039389.USD","IE0004445239.USD","IE00BFXG0V08.USD","IE0004086264.USD","LU0149725797.USD","BK4592","LU1989772840.SGD","LU0426417589.USD","IE00BN8TJ469.HKD","IE0034235188.USD","LU0289960550.SGD","HK0000819398.USD","LU2381873111.SGD","LU0080751232.USD","LU0868494617.USD","IE00BMPRXQ63.HKD","LU0276348264.USD","LU1720051017.SGD","LU0528227936.USD","BK4534","LU2360106780.USD","SG9999015978.USD","LU2404859741.USD","LU0444971666.USD","LU2430703095.HKD","IE00BQXX3C00.GBP","LU2361044949.HKD","LU1400636491.USD","LU1551013425.SGD","LU2242650005.HKD","LU0170899867.USD","IE00BMPRXR70.SGD","LU0879622024.SGD","LU0225283273.USD","LU0096362180.USD","LU0316494557.USD","LU0171293334.USD","LU1564329032.USD","SG9999014880.SGD","LU0353189763.USD","LU2362540622.SGD","SG9999002224.SGD","LU1989764664.SGD","MSFO","LU1280957306.USD","LU0708995401.HKD","IE00BJLML261.HKD","LU2552382132.HKD","LU2430703178.SGD","IE00B775H168.HKD","LU0210536198.USD","LU0795875169.SGD","MSFD","LU1712237335.SGD","LU1670627923.USD","HK0000914660.USD","LU0323240290.USD","LU1188199696.SGD","LU0960925559.SGD","LU1066051811.HKD","LU2237443622.USD","BK4550","LU2237443382.USD","LU0784383803.USD","LU0792757196.USD","LU2746668974.SGD","LU2491050071.SGD","BK4576","LU2065171311.SGD","LU0354030438.USD","LU1951200564.SGD","IE00BK4W5M84.HKD","BK4581","LU1691799644.USD","SG9999014906.USD","LU0057025933.USD","BK4612","LU2023251221.USD","LU2458330169.SGD","IE00BJTD4N35.SGD","LU1852331112.SGD","LU0323239441.USD","IE00B19Z8W00.USD","LU0256863811.USD","LU2210149790.SGD","LU0266013472.USD","LU1674673691.USD","IE000YTNTUN2.SGD","IE00BJJMRY28.SGD","LU1221951046.USD","LU1935043023.USD","LU0757359368.USD","IE0004091025.USD","LU1267930730.SGD","LU2756315318.SGD","LU1923623000.USD","LU0347712357.USD","LU1236620750.USD","IE00BLSP4239.USD","LU2250418816.HKD","IE00B1BXHZ80.USD","LU2361045086.USD","LU2028103732.USD","MSFX","LU2471134879.HKD","LU1935042991.SGD","BK4579","HK0000532082.HKD","LU2242649171.HKD","LU1585245621.USD","BK4543","LU1623119135.USD","LU2237443895.HKD","LU2420271590.USD","LU0267386448.USD","IE00BWXC8680.SGD","LU0211327993.USD","LU1064131342.USD","LU2326559502.SGD","LU0302445910.USD","LU2505996681.GBP","LU0353189680.USD","LU0795875086.SGD","IE00B775SV38.USD","MSFY","BK4588","LU0738911758.USD","LU2746668461.USD","LU1935042215.USD","SG9999014542.SGD","LU1815333072.USD","LU1989772923.USD","LU2125909247.SGD","SGXZ51526630.SGD","LU1430594728.SGD","LU2860962120.EUR","LU1983260115.SGD","LU2244417387.USD","LU1127390331.HKD","IE000KEQY171.SGD","LU2247934214.USD","LU2505996509.AUD","SG9999014559.SGD","LU2506951875.HKD","IE00BKVL7J92.USD","LU2462157665.USD","SG9999001077.SGD","MSFW","IE0034235295.USD","LU0323591593.USD","IE00BJJMRX11.SGD","BK4567","LU0957808578.USD","IE00BDCRKT87.USD","LU2264538146.SGD","IE00B1XK9C88.USD","LU0823417653.USD","IE00B3S45H60.SGD","LU0950375773.USD","LU1232071149.USD","LU1228905540.USD","LU0094547139.USD","LU0109392836.USD","LU1934455277.USD","LU2125154778.USD","LU2237443465.HKD","LU0787776722.HKD","LU1202635105.USD","LU1629891620.HKD","IE0009356076.USD","LU0345774391.USD","LU1791710582.SGD","LU2191332357.HKD","LU0690374615.EUR","LU0784385840.USD","LU2041044095.USD","LU1935043536.SGD","LU0029864427.USD","LU1032955483.USD","LU2506952170.USD","GB00BDT5M118.USD","LU0823421333.USD","LU1119994496.HKD","SG9999018857.SGD","BK4528","BK4097","MSFU","IE00B3SWFQ91.USD","BK4504","LU2413666426.HKD","LU1564329115.USD","SG9999014575.USD","LU0949170772.SGD","LU1267930573.SGD","LU1674673428.USD","LU2065169927.USD","IE00B5949003.HKD","IE00B4JS1V06.HKD","LU0553294199.USD","LU2125154935.USD","SG9999014914.USD","LU0494093205.USD","IE00BKPKM429.USD","IE0034235303.USD","LU0708994859.HKD","BK4585","IE00BBT3K403.USD","LU2213496289.HKD","IE00BZ1G4Q59.USD","LU0345770993.USD","LU2417539215.USD","LU0289961442.SGD","LU0788109477.HKD","LU1670756490.USD","LU2133065610.SGD","LU0061474705.USD","LU0889566641.SGD","IE00BK4W5L77.USD","LU1043141396.HKD","LU1823568750.SGD","LU2430703251.USD","LU1642822529.SGD","BK4535","LU2357305700.SGD","LU1814569148.SGD","LU0965509010.AUD","LU0472753341.HKD","LU0312595415.SGD","LU1582986359.USD","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3的价格则将上调100美元，至599.99美元。","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/1429703.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE0034235188.USD","LU2347655156.SGD","IE00B19Z9505.USD","SGXZ99366536.SGD","LU0068578508.USD","LU0784385170.HKD","IE0003U64NQ7.SGD","LU1069344957.HKD","LU2756315318.SGD","BK4585","LU0882574139.USD","IE0002270589.USD","LU1720051017.SGD","LU0154236417.USD","MSFT","BK4507","LU2264538146.SGD","LU0265550946.USD","LU1670628061.USD","IE00BMPRXN33.USD","LU0672654240.SGD","LU2360106780.USD","LU2404859667.USD","LU2213496289.HKD","LU2430703095.HKD","IE0004445015.USD","LU0648001328.SGD","GB00BDT5M118.USD","LU2168564495.EUR","LU0225283273.USD","LU2430703178.SGD","LU1116320901.HKD","LU1035775433.USD","LU0661504455.SGD","LU1116320737.USD","LU0943347566.SGD","IE0001KFT4U8.USD","LU0466842654.USD","LU2097829019.USD","BK4077","IE00B7SZLL34.SGD","LU0345769128.USD","LU0738911758.USD","LU0127658192.USD","LU1868836757.USD","LU1803068979.SGD","SG9999004303.SGD","LU2065169927.USD","LU0211331839.USD","LU0061475181.USD","LU1823568750.SGD","LU1974910355.USD","IE00B4YYXB79.USD","LU1232071149.USD","LU2087621335.USD","LU0157215616.USD","LU1564329032.USD","LU1674673428.USD","LU1868837136.USD","LU1316542783.SGD","LU2125154778.USD","LU0820562030.AUD","IE00BN29S564.USD","LU0345769631.USD","LU1699723380.USD","IE00B1BXHZ80.USD","LU2461242641.AUD","LU1732800096.USD","LU1145028129.USD","LU0203347892.USD","IE00B1XK9C88.USD","LU0528227936.USD","LU1435385759.SGD","BK4543","LU0320765489.SGD","LU2023250843.SGD","HK0000914686.HKD","LU1366333091.USD","LU1489326972.SGD","LU0215105999.USD","IE0005OL40V9.USD","LU0109392836.USD","IE00B3SWFQ91.USD","LU1066053197.SGD","LU0149725797.USD","HK0000304797.USD","LU2430703251.USD","GOOG","LU1366192091.USD","LU0985489474.SGD","LU0353189763.USD","LU2417539215.USD","LU2764262908.HKD","LU0949170426.SGD","LU1242518857.USD","LU0072462426.USD","LU2023250504.SGD","LU2063271972.USD","LU1201861249.SGD","IE0009356076.USD","LU2764263203.CNY","LU0689472784.USD","LU0545039389.USD","LU0726765562.USD","LU0106261372.USD","SG9999014880.SGD","LU0234572021.USD","LU0234570918.USD","LU2456880835.USD","AMZN","LU0210528500.USD","LU2361044865.SGD","NVDA","LU1429558221.USD","LU2462157665.USD","LU2381873111.SGD","IE00BFSS8Q28.SGD","IE0004445239.USD","SGXZ81514606.USD","LU2087625088.SGD","LU2322448791.USD","LU0323591593.USD","LU2602419157.SGD","LU0795875086.SGD","IE00BMPRXQ63.HKD","LU1868836914.USD","LU2237957811.SGD","LU0267386448.USD","LU2054465674.USD","LU0784384876.USD","LU0053666078.USD","LU2357305700.SGD","LU0820561909.HKD","IE00B19Z8W00.USD","LU2552382215.SGD","LU0070217475.USD","LU0130102774.USD","LU1778281490.HKD","SGXZ23171101.USD","IE00BJTD4V19.USD","LU2272731865.HKD","LU2746668974.SGD","LU0348723411.USD","LU0788109477.HKD","LU1066051498.USD","LU1868836591.USD","LU0096362180.USD","LU0957791311.USD","IE00B5949003.HKD","IE0034235303.USD","SG9999017495.SGD","LU1153585028.USD","LU2236285917.USD","LU2505996681.GBP","LU2247934214.USD","LU0061474705.USD","LU1267930730.SGD","LU0203202063.USD","SG9999015986.USD","LU0820561818.USD","LU2265009873.SGD","HK0000304805.HKD","IE00B7KXQ091.USD","LU0949170772.SGD","LU1670710588.SGD","LU2720916845.USD","LU1720051108.HKD","IE00BKDWB100.SGD","LU1992135472.HKD","LU2065170008.USD","TSLA","LU1868837300.USD","LU2347655073.USD","LU1003077747.HKD","LU1839511570.USD","IE000W1ABFV2.USD","LU2420271590.USD","GB00B4QBRK32.GBP","LU2168564149.EUR","LU0787776722.HKD","BK4588","LU0444973449.USD","LU1564329628.SGD","SG9999002224.SGD","SG9999014898.SGD","LU1551013425.SGD","LU0174119429.USD","IE00B19Z3581.USD","LU2458330169.SGD","LU0354030511.USD","LU0211327993.USD","LU0980610538.SGD","META","IE00BQXX3D17.EUR","LU2896262040.SGD","LU1718418525.SGD","LU0878866978.SGD","IE00BJTD4N35.SGD","LU2065171311.SGD","IE000ITXATA3.USD","LU2237957902.USD","LU0011850046.USD","LU1127390331.HKD","LU0097036916.USD","LU0170899867.USD","LU2592432038.USD","LU1861558580.USD","LU0957808578.USD","LU0354030438.USD","BK4587","LU1815333072.USD","LU0476273544.USD","LU2860962120.EUR","LU2487616109.SGD","LU0786609619.USD","LU0265550359.USD","IE00BJLML261.HKD","LU2462591350.SGD","IE00BJJMRX11.SGD","LU2404859741.USD","LU1914381329.SGD","LU2361045086.USD","LU0096364046.USD","LU1261432733.SGD","LU0417517546.SGD","LU1670627923.USD","LU0964807845.USD","LU1551013342.USD","LU0724617625.USD","LU1235294995.USD","LU0210536198.USD","LU2458330243.SGD","LU0979878070.USD","LU1119994496.HKD","LU1814569148.SGD","LU1242518931.SGD","LU1852331112.SGD","LU0985320562.USD","IE000KEQY171.SGD","LU2250418816.HKD","LU2552382132.HKD","LU2106854487.HKD","LU0444971666.USD","LU2505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仍是主力方案。IT之家援引博文介绍，CoWoS 月产能将在 2026 年底达到 11.5 万至 14 万片晶圆，并于 2027 年进一步攀升至约 17 万片。台积电为满足 AI 芯片对先进封装的爆发式需求，目前在台南和嘉义积极扩产。展望下一代技术，魏哲家透露公司正积极推进 CoPoS 面板级封装研发。供应链消息显示，CoPoS 试点线已于今年 2 月完成主要设备安装，预计 6 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