美股详情

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寇图资本持仓

3,676.37

+49.351.36%

涨家数：43

跌家数：19

平家数：2

市盈率：- -

高：3,713.36

开：3,628.30

低：3,628.30

收：3,627.02

成交量：6.47亿

成交额：854.61亿

市值：11.80万亿

流通市值：10.88万亿

数据加载中...

总览新闻资讯

商务部部长王文涛会见大众汽车奥博穆；小鹏汽车成立Robotaxi业务部 | 汽车早参

每日经济新闻

海量财经丨蔚来、小鹏单季盈利破局全年亏损待解

Netgear盘后涨超11%

每日经济新闻

波音787-9与787-10远程宽体机获FAA批准提升最大起飞重量

Skillz Inc宣布延长首席财务官Gaetano Franceschi离职日期至2026年10月1日或更早

教室搬进科技园企业实战换学分

特斯拉的芯片计划可能使其资本支出远超预期

环球市场播报

英伟达、AMD领涨芯片股，战争担忧缓解

环球市场播报

北京：国际竞争力持续增强

拉姆研究(LRCX)股票3月23日盘中上涨3.09%：释放什么信号？

TradingKey中文

美国SEC前执法部门主管离职前与高层发生冲突

环球市场播报

实时市场-在对人工智能的担忧中，战略收购可能成为软件股的救命稻草

AI眼镜，又一个折叠屏？

存储芯片正迎供需失衡加剧局面 Wedbush预计部分产品价格将涨超100%

BUZZ-埃隆-马斯克计划在奥斯汀建立芯片工厂后，特斯拉股价上涨

美股异动丨特斯拉涨超4% 宣布携手SpaceX与xAI建造全球最大芯片厂

特朗普政府请求最高法介入，阻止监管机构调查特斯拉CEO马斯克曾领导的政府效率部门

Alphabet 的 Wing 将在旧金山湾区开始无人机送货服务

美陪审团裁定马斯克在Twitter收购案中误导投资者

谁定义Token，谁就掌握AI时代的铸币权

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Inc在财务管理层面寻求稳定过渡的明确意图。通过确保核心财务领导岗位的持续性，公司旨在为未来的战略规划与运营执行提供有力支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4551","SKLZ","BK4085"],"gpt_icon":0},{"id":"2621826890","title":"教室搬进科技园 企业实战换学分","url":"https://stock-news.laohu8.com/highlight/detail?id=2621826890","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621826890?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 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03:48","pubTimestamp":1774295280,"startTime":"0","endTime":"0","summary":"英伟达与AMD周一领衔芯片及AI股票强劲反弹，因美伊紧张局势缓和为市场提供了喘息空间。　　在特朗普总统表示近期与伊朗的会谈“富有成效”并暂时叫停计划中的军事打击后，两只股票在午前交易中均上涨约2.8%。　　这场缓解性反弹迅速蔓延至整个半导体板块。AI板块方面，甲骨文与微软涨幅均超1%，而Palantir表现突出，大涨5%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"4d279e9733b501242c6d4189befd9e90","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-24/doc-inhrzive0791234.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":["BK4551","LU2322448791.USD","LU0823434740.USD","LU2756315664.SGD","SG9999001424.SGD","AMYY","LU2097344357.USD","IE0034235303.USD","IE00BQXX3C00.GBP","LU2491050154.USD","LU2250418816.HKD","LU1232071149.USD","IE00BDRTCR15.USD","IE0009G5SDU7.USD","LU1989772840.SGD","LU2264538146.SGD","LU2089985449.USD","LU2065170008.USD","LU1084165304.USD","LU1244550221.USD","LU0788109477.HKD","IE00BN29S564.USD","LU1267930490.SGD","LU0511384066.AUD","LU1280957306.USD","IE00B19Z8X17.USD","BK4535","AMDW","LU0719512351.SGD","LU1037948541.HKD","LU0265550946.USD","HK0000914686.HKD","LU0211328371.USD","SG9999014559.SGD","LU0689472784.USD","SG9999014880.SGD","IE00BJJMRX11.SGD","LU2471134796.USD","LU0124676726.USD","LU2491050071.SGD","LU0210533765.USD","LU0820562030.AUD","BK4566","LU1720051017.SGD","IE0001KFT4U8.USD","LU1316542783.SGD","LU0081259029.USD","LU2487616109.SGD","LU0158827781.USD","LU0210536198.USD","LU1699723380.USD","LU2087621335.USD","LU2326559502.SGD","NVDS","LU1400636657.SGD","LU1935043023.USD","SG9999018857.SGD","BK4532","LU1718418525.SGD","LU1988902786.USD","LU0965509010.AUD","LU2272731600.USD","LU1323610961.USD","LU1791710582.SGD","LU1880398554.USD","LU2430703178.SGD","LU0787776722.HKD","LU0345770993.USD","LU1974910355.USD","LU0079474960.USD","NVD2.UK","BK4581","LU1815333072.USD","LU0823434583.USD","LU1880398471.USD","SG9999014898.SGD","BK4554","LU2168564065.EUR","LU2065171402.SGD","SG9999015986.USD","LU1935042215.USD","LU0256863811.USD","LU2290526834.HKD","LU0053666078.USD","LU0444973449.USD","LU2023250330.USD","LU1119994496.HKD","BK4614","LU2452424414.USD","IE00B4JS1V06.HKD","IE0004445015.USD","LU2023251221.USD","NVII","LU0267386448.USD","IE00BJJMRY28.SGD","AMDY","GB00BDT5M118.USD","LU1153585028.USD","IE00BK4W5L77.USD","LU1261432733.SGD","BK4141","LU2294711713.HKD","LU1623119135.USD","LU0979878070.USD","LU0127658192.USD","LU0472753341.HKD","LU1244550577.SGD","LU2750360997.AUD","AMDD","LU2168564149.EUR","LU1674673428.USD","BK4527","LU2168564222.USD","IE0009356076.USD","LU0175139822.USD","LU0943347566.SGD","LU2023250504.SGD","LU2746668974.SGD","IE00B3SWFQ91.USD","NVDY","IE00BMPRXR70.SGD","IE00B3S45H60.SGD","LU0642271901.SGD","NVDS.UK","LU1992135472.HKD","SGXZ81514606.USD","LU2125154778.USD","LU0320765059.SGD","LU2077746001.SGD","LU0444971666.USD","IE0034235295.USD","SG9999014906.USD","LU2244417387.USD","LU0198837287.USD","BK4533","LU0157215616.USD","LU0029864427.USD","BK4587","LU1923622614.USD","BK4588","LU0072462426.USD","LU0256863902.USD","LU0708995401.HKD","LU0708994859.HKD","LU2098885051.SGD","NVD3.UK","LU0965508806.USD","BK4579","IE00B1BXHZ80.USD","LU1400636491.USD","IE00BD6J9T35.USD","LU1821325948.USD","SGXZ51526630.SGD","LU0965509101.SGD","LU2286300806.USD","LU0289961442.SGD","NVIW.SI","LU2506951792.HKD","LU2191332357.HKD","LU1917777945.USD","LU0308772762.SGD","LU0048584097.USD","LU1066051498.USD","IE00B1XK9C88.USD","LU1670756490.USD","LU1934455863.HKD","IE0003U64NQ7.SGD","LU2505996509.AUD","LU2237438978.USD","LU2271345857.HKD","LU0203201768.USD","IE00B19Z8W00.USD","LU0820561818.USD","LU2860962120.EUR","IE00BMPRXN33.USD","IE00BDCRKT87.USD","LU1037948897.HKD","IE0004091025.USD","IE00B3M56506.USD","LU0107464264.USD","LU0276348264.USD","LU0215105999.USD","LU1720051108.HKD","LU2592432038.USD","LU0096362180.USD","IE0004086264.USD","LU2491049909.HKD","LU1935042488.USD","IE000KEQY171.SGD","LU1244550494.USD","LU0170899867.USD","IE00BHPRN162.USD","LU1989764664.SGD","LU1642822529.SGD","LU1852331112.SGD","LU0154236417.USD","ANV","LU2213496289.HKD","LU1691799644.USD","LU0345770308.USD","LU2361044865.SGD","IE00B4YYXB79.USD","IE00BJTD4N35.SGD","LU1951198990.SGD","LU0640476718.USD","LU0234570918.USD","2NVD.UK","LU1069344957.HKD","LU2125909759.SGD","LU1983260115.SGD","LU2403377893.USD","IE00BZ1G4Q59.USD","LU2552382132.HKD","IE00B7KXQ091.USD","LU0109391861.USD","LU2458330243.SGD","SGXZ99366536.SGD","LU1914381329.SGD","LU1116320901.HKD","LU2063271972.USD","BK4550","LU2236285917.USD","SG9999014914.USD","LU1839511570.USD","LU1035775433.USD","LU0786609619.USD","LU2168563687.JPY","LU2355687059.USD","LU1496350502.SGD","HK0000320264.USD","BK4529","LU0316494557.USD","LU1400636574.HKD","LU0345769128.USD","LU0868494708.USD","IE000W1ABFV2.USD","LU2602419157.SGD","NVDG","LU0345768153.USD","SNVD.UK","LU039013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03:40","pubTimestamp":1774294800,"startTime":"0","endTime":"0","summary":"光明日报记者 董城 光明日报通讯员 吴之森　　记者从日前召开的北京市未来产业发展重点工作新闻发布会上获悉，在2025年未来产业发展指数中，北京位列全球第二，通用人工智能、人形机器人、量子技术等正迈向世界第一梯队，国际竞争力持续增强。　　围绕建设“全球人工智能第一城”，北京AI顶尖人才与产业规模均领跑全国：AI学者总量达1.5万人、占全国30%；2025年人工智能相关企业超2500家、居全国首位。","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/2026-03-24/doc-inhrzqcf3654739.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":["BK4528","BK4587","AIYY","BK4588","BK4543","AI","BK4023","BK4551","BK4585"],"gpt_icon":0},{"id":"2621089519","title":"拉姆研究(LRCX)股票3月23日盘中上涨3.09%：释放什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=2621089519","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621089519?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 03:17","pubTimestamp":1774293429,"startTime":"0","endTime":"0","summary":"• 泛林集团（Lam Research）发布了乐观的AI计算需求展望。\n• 分析师维持“买入”评级，并调高了目标价。\n• 股票显示MACD中性、RSI中性，威廉指标（Williams %R）处于超卖状态。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/Market-Movers/261711047-market-movers-lrcx-20260323","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":["LU0256863811.USD","LRCX","IE00BQXX3C00.GBP","LU1366333091.USD","LU0256863902.USD","BK4567","LU2250418816.HKD","IE00B5949003.HKD","LU2931357623.SGD","LU0476273544.USD","LU0061475181.USD","LU0274383776.USD","LU0187121727.USD","LU0082616367.USD","IE0009356076.USD","LU1815333072.USD","BK4551","BK4147","LU0417517546.SGD","LU2106854487.HKD","BK4588","IE00BFSS7M15.SGD","LU0096362180.USD","IE00BQXX3F31.USD","LRCU","LU1670627923.USD","LU0957808578.USD","LU2244417387.USD","LU2360106780.USD","LU0823434583.USD","LU0942090050.USD","LU1069347547.HKD","BK4533","LU2089985449.USD","IE00BJJMRY28.SGD","BK4585","IE00B4JS1V06.HKD","LU0097036916.USD","LU0957791311.USD","LU1720051108.HKD","LU1720051017.SGD","LU0056508442.USD","LU1046421795.USD","LU1823568750.SGD","IE00B7KXQ091.USD","LU1670628061.USD","IE00BJJMRX11.SGD","LU0157215616.USD","IE00BQXX3D17.EUR","LU0719512351.SGD"],"gpt_icon":0},{"id":"2621570011","title":"美国SEC前执法部门主管离职前与高层发生冲突","url":"https://stock-news.laohu8.com/highlight/detail?id=2621570011","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621570011?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 00:11","pubTimestamp":1774282260,"startTime":"0","endTime":"0","summary":"据三位知情人士透露，美国证券交易委员会最高执法官员上周突然离职，此前她与该机构领导层在执法项目方向上发生冲突，其中包括处理与总统唐纳德特朗普及其家族相关案件的问题。　　路透社率先报道，SEC 执法部主任玛格丽特瑞安在上周一辞职，此时距她上任仅六个多月。记者通过电话和短信联系瑞安，她拒绝置评SEC。","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/stock/usstock/c/2026-03-24/doc-inhrzcph0871872.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":["LU1720051108.HKD","TEST","TSLR","TSLI","TSLT","LU1778281490.HKD","LU2290526834.HKD","TSLZ","CRSH","LU1267930730.SGD","LU2213496289.HKD","LU0198837287.USD","LU2471134523.USD","BK4548","IE00B1XK9C88.USD","LU0210536198.USD","07766","LU0820561909.HKD","LU1145028129.USD","TSL","TSLW","LU2326559502.SGD","TSLS","TSLP","TSLY","BK4551","LU2023250330.USD","LU1066051811.HKD","TESL","IE00B1BXHZ80.USD","LU2756315318.SGD","TSDD","TSYY","TSLQ","LU2462157665.USD","TSII","TSLG","LU2750360997.AUD","TSLL","BK4543","LU2087621335.USD","SG9999015986.USD","TSLO","LU1551013342.USD","LU1852331112.SGD","BK4588","TLA","IE00B19Z8W00.USD","LU1629891620.HKD"],"gpt_icon":1},{"id":"2621870060","title":"实时市场-在对人工智能的担忧中，战略收购可能成为软件股的救命稻草","url":"https://stock-news.laohu8.com/highlight/detail?id=2621870060","media":"路透中文","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621870060?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 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拉贝认为，投资者对人工智能资本支出的担忧是合理的，但他们忽略了拼图的关键部分：还有一批公司将大量资金投入并购，以保护其竞争地位。","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:20260323:nL4S40B1HU:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1430594728.SGD","LU2361044949.HKD","LU2125909593.SGD","LU1880398471.USD","LU0127658192.USD","LU0265550359.USD","LU1803068979.SGD","LU1804176565.USD","LU1323610961.USD","BK4528","LU1814569148.SGD","BK4566","LU0069063385.USD","LU1720051017.SGD","LU0081259029.USD","LU2063271972.USD","IE00BJTD4N35.SGD","IE00BZ1G4Q59.USD","BK4585","LU0353189763.USD","LU2023250843.SGD","BK4532","BK4538","LU0472753341.HKD","LU2756315664.SGD","LU0820562030.AUD","BK4527","LU0198837287.USD","LU1316542783.SGD","LU0106261372.USD","BK4608","LU1674673428.USD","LU1917777945.USD","LU0234572021.USD","LU1923622291.USD","LU1823568750.SGD","LU0130102774.USD","LU0320765059.SGD","BK4607","LU2543165471.USD","IE00BQXX3C00.GBP","LU1778281490.HKD","LU0238689110.USD","LU2244417387.USD","LU1201861165.SGD","LU2111349929.HKD","LU1551013342.USD","LU1974910355.USD","BK4134","LU1064131342.USD","LU0353189680.USD","LU0158827948.USD","IE00B19Z9P08.USD","LU0082616367.USD","LU0648000940.SGD","LU0528227936.USD","BK4575","LU0211327993.USD","LU0267386448.USD","LU0823434740.USD","LU1720051108.HKD","LU1951198990.SGD","LU1989772840.SGD","LU2023251221.USD","LU0158827781.USD","IE00B894F039.SGD","LU1267930490.SGD","LU1201861249.SGD","LU1791710400.SGD","LU0234570918.USD","LU0557290698.USD","BK4097","BK4116","LU2023250504.SGD","LU2125909759.SGD","LU2360106780.USD","LU0124676726.USD","IE00B19Z8W00.USD","BK4551","BK4598","LU0211328371.USD","LU1852331112.SGD","LU0109391861.USD","LU1366333091.USD","LU1951200564.SGD","LU0792757196.USD","BK4548","LU0251142724.SGD","LU0130518102.USD","LU2250418816.HKD","IE00BQXX3D17.EUR","CRMG","LU0823434583.USD","LU1548497426.USD","BK4543","LU0354030511.USD","LU0868494617.USD","LU0316494557.USD","LU1153585028.USD","LU2361044865.SGD","LU0477156797.USD","LU0889566641.SGD","LU2125909916.SGD","LU0006306889.USD","BK4588","LU0057025933.USD","LU2756315318.SGD","IE00BZ9MQY76.HKD","BK4534","IE00BKVL7J92.USD","LU0511384066.AUD","LU2458330243.SGD","LU0251131958.USD","LU0310799852.SGD","LU1235294995.USD","LU2106854487.HKD","IE00B19Z9505.USD","IBM","IE00BJTD4V19.USD","LU0820561909.HKD","LU0980610538.SGD","LU2028103732.USD","LU1861220033.SGD","BK4535","LU1880398554.USD","IE00BMPRXN33.USD","LU0354030438.USD","IE00B19Z9Z06.USD","LU2087625088.SGD","LU2381873111.SGD","LU1988902786.USD","LU2290526834.HKD","BK4581","BK4505","LU0648001328.SGD","LU1923623000.USD","LU0820561818.USD","LU2125909247.SGD","LU0642271901.SGD","LU0289739343.SGD","LU0672654240.SGD","LU1883839398.USD","LU2433249047.HKD","LU1116320901.HKD","LU2458330169.SGD","IE00BMPRXR70.SGD","LU0157215616.USD","BK4613","LU0289961442.SGD","LU0689626769.HKD","LU2357305700.SGD","LU2461242641.AUD","LU1894683348.USD","BK4602","LU0097036916.USD","LU0265550946.USD","NOW","LU0321505439.SGD","SNOU","LU1894683264.USD","LU1551013425.SGD","IE00B19Z8X17.USD","LU0889565833.HKD","LU2089283258.USD","LU0321505868.SGD","LU0130517989.USD","SNOW","LU0348723411.USD","LU0056508442.USD","LU1989764748.USD","LU2286300806.USD","BK4503","LU2361045086.USD","LU2236285917.USD","LU0048573561.USD","LU1267930813.SGD","LU2089284900.SGD","LU1791710582.SGD","LU1923622614.USD","BK4559","BK4554","BK4567","LU0187121727.USD","IE00BQXX3F31.USD","LU0477156953.USD","LU0742534661.SGD","NOWL","BK4533","LU2247934214.USD","BK4612","LU0011850046.USD","LU1046421795.USD","BK4023","LU2265009873.SGD","LU0109392836.USD","LU1989764664.SGD","LU0130103400.USD","LU1989772923.USD","LU2271345857.HKD","BK4579","LU0943347566.SGD","SNOY","LU0689472784.USD","LU2360107168.USD","LU0708995401.HKD","LU1861215975.USD","LU1674673691.USD","LU1267930730.SGD","CRM","BK4561","LU1496350171.SGD","LU1496350502.SGD","LU1585245621.USD","LU0719512351.SGD","LU2264538146.SGD","LU1116320737.USD","BK4550"],"gpt_icon":1},{"id":"2621707215","title":"AI眼镜，又一个折叠屏？","url":"https://stock-news.laohu8.com/highlight/detail?id=2621707215","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621707215?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 23:38","pubTimestamp":1774280330,"startTime":"0","endTime":"0","summary":"AI眼镜价格同样不便宜，主流价格区间在1997元到3000元，放眼镜这个品类里属于高端产品。而AI眼镜暂时带来的，只是少掏一次手机。目前AI眼镜所展现的价值，距离大众需求还有很大距离。对AI眼镜来说，找到一个小众的细分场景，可能已经是一个相对不错的结局了。02 AI眼镜，但眼镜还没做好在折叠屏刚涌现的头些年，手机的技术已经非常成熟了，算力、拍照等功能十分强大。AI眼镜是一个非常特殊的产品。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1774236251113698186","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":"lanjinger_stock","symbols":["BK4551","BK4588","AIYY","BK4528","BK4023","BK4585","LU0053671581.USD","BK4142","VAC","BABA","AI","BK4587","BK4543"],"gpt_icon":1},{"id":"2621763707","title":"存储芯片正迎供需失衡加剧局面 Wedbush预计部分产品价格将涨超100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621763707","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621763707?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 23:35","pubTimestamp":1774280145,"startTime":"0","endTime":"0","summary":"随着人工智能基础设施建设加速推进，存储芯片市场正迎来供需失衡加剧的局面。Wedbush最新报告指出，在需求激增与供应紧张的双重推动下，部分存储产品价格有望出现超过100%的涨幅，行业景气度显著提升。Wedbush指出，尽管市场已预期存储行业复苏，价格上涨的幅度仍超出市场此前预期，反映出需求改善的速度和强度明显高于预期。Wedbush指出，尽管指数表现强劲，PC和智能手机市场需求仍显疲弱，行业普遍预期今年相关出货量将同比下降约15%至20%。","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/1417720.html","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":"stock_zhitongcaijing","symbols":["BK4587","BK4551","BK4585","BK4543","AIYY","BK4023","BK4588","AI","BK4528"],"gpt_icon":0},{"id":"2621635707","title":"BUZZ-埃隆-马斯克计划在奥斯汀建立芯片工厂后，特斯拉股价上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2621635707","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621635707?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 23:18","pubTimestamp":1774279111,"startTime":"0","endTime":"0","summary":"3月23日 - ** 特斯拉TSLA.O股价上涨4.3%，报384.54美元 ** 首席执行官埃隆-马斯克周日表示，这家电动汽车制造商和SpaceX公司将在德克萨斯州奥斯汀建造两座先进的芯片工厂。 ** 在马斯克发帖的前一天，他宣布了在奥斯汀建造先进的人工智能芯片综合设施 \"Terafab 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美国加州一间法院的陪审团裁定，美国富豪马斯克在440亿美元收购Twitter案中误导股东，原告律师称赔偿总额或高达26亿美元。马斯克2022年4月提出收购Twitter要约后，对该公司声称平台上的机器人、垃圾讯息及假帐号比例表示质疑。有关推文及后续言论导致Twitter股价单日暴跌近10%。陪审团经过四天审议，一致裁定马斯克当年5月13日及17日发布的推文存在重大虚假或误导性内容。该集体诉讼2022年10月提起，马斯克以每股54.2美元私有化Twitter。","market":"other","thumbnail":"https://static.szfiu.com/news/20210625/NjJmZjg2MTAxNTM3NTgyMzkx.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/NjJmZjg2MTAxNTM3NTgyMzkx.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"298295","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0466842654.USD","BK4534","LU1267930730.SGD","IE00B19Z9505.USD","LU1720051017.SGD","LU2250418816.HKD","LU1861558580.USD","LU0820561818.USD","BK4533","LU2756315664.SGD","BK4099","LU2213496289.HKD","LU0672654240.SGD","LU1914381329.SGD","LU2462157665.USD","LU0964807845.USD","LU0053666078.USD","LU1145028129.USD","BK4527","TSLR","LU0823414478.USD","LU0097036916.USD","IE00BSNM7G36.USD","LU1435385759.SGD","TSLP","LU1548497426.USD","TLA","TSII","LU0077335932.USD","IE00B1XK9C88.USD","LU0708995401.HKD","TSLY","LU2896262040.SGD","LU1366192091.USD","LU2750360641.GBP","LU2456880835.USD","07766","LU1551013425.SGD","LU2108987350.USD","BK4516","LU0345769631.USD","TSLW","SG9999015952.SGD","BK4579","LU1551013342.USD","LU2087621335.USD","LU1861215975.USD","SG9999015986.USD","SG9999015978.USD","TSLI","LU2290526834.HKD","BK4574","LU1861559042.SGD","LU0082616367.USD","TSDD","BK4548","IE00B19Z8X17.USD","LU0316494557.USD","LU2750360997.AUD","CRSH","LU1839511570.USD","LU1429558221.USD","LU0345770308.USD","LU2249611893.SGD","LU1674673428.USD","LU2602419157.SGD","TSLZ","LU1778281490.HKD","LU1674673691.USD","LU0056508442.USD","LU0823411888.USD","LU2471134523.USD","LU2063271972.USD","LU2471134952.CNY","TSLT","BK4551","BK4585","TEST","BK4581","IE00BK4W5M84.HKD","LU2236285917.USD","BK4592","TSLO","LU1066051811.HKD","IE0034235303.USD","LU1720051108.HKD","LU1861220033.SGD","LU1232071149.USD","LU1629891620.HKD","IE00B1BXHZ80.USD","BK4511","LU0943347566.SGD","IE00B19Z8W00.USD","LU1066051225.USD","LU2360106780.USD","LU0348723411.USD","BK4077","BK4588","LU0320765059.SGD","TESL","SG9999015945.SGD","LU2326559502.SGD","LU2357305700.SGD","LU1066051498.USD","LU2756315318.SGD","BK4604","IE00BJLML261.HKD","IE00BWXC8680.SGD","LU0234570918.USD","BK4612","LU0234572021.USD","BK4550","BK4555","IE00BK4W5L77.USD","TSYY","TWTR","LU0345769128.USD","LU2403377893.USD","LU2420271590.USD","LU0689472784.USD","LU2360107168.USD","LU2023250330.USD","BK4598","LU0345770993.USD","LU1852331112.SGD","BK4543","LU1066053197.SGD","TSLL","TSLQ","LU2471134796.USD","LU0820561909.HKD","TSLG","LU2417539215.USD","LU0323591593.USD","LU0198837287.USD","LU0719512351.SGD","BK4508","TSL","LU2471134879.HKD","LU0210536198.USD","UFO","LU0820562030.AUD","TSLS","LU0109391861.USD"],"gpt_icon":0},{"id":"2621108704","title":"谁定义Token，谁就掌握AI时代的铸币权","url":"https://stock-news.laohu8.com/highlight/detail?id=2621108704","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621108704?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 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