美股详情

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喜马拉雅资本持仓

3,579.02

-27.9670-0.78%

涨家数：2

跌家数：3

平家数：1

市盈率：- -

高：3,621.79

开：3,606.06

低：3,572.74

收：3,606.98

成交量：1.36亿

成交额：344.80亿

市值：8.93万亿

流通市值：8.42万亿

数据加载中...

总览新闻资讯

美股夜盘 | 博通涨超2%，与谷歌合作开发并供应TPU；医疗保险板块集体走强，哈门那涨近13%，联合健康涨近8%

老虎资讯综合

谷歌推出可离线使用的AI听写应用Google AI Edge Eloquent，可自动剔除语气词

Anthropic年化收入突破300亿美元将与博通和谷歌合作扩大AI算力

环球市场播报

Anthropic年化营收突破300亿美元，携手博通(AVGO.US)、谷歌(GOOGL.US)锁定3.5吉瓦算力

财经早报：美伊停火协议细节曝光，特朗普称已实现伊朗“政权更迭”丨2026年4月7日

苹果为VLC播放器等多款第三方应用推送神秘更新

人工智能芯片需求推动价格上涨，三星第一季度利润增长八倍

但斌不知天命

博通股价盘后上涨与谷歌达成开发和供应TPU的协议

环球市场播报

KeyBanc预计美光股价有60%上行空间

环球市场播报

亚马逊与Globalstar的潜在交易可能重塑卫星战略，并影响苹果现有的合作关系

环球市场播报

英特尔正与亚马逊和谷歌洽谈布局AI芯片封装

环球市场播报

分析师：苹果股价或将激增20%，MacBook Neo可能成为关键催化剂

环球市场播报

竞争对手拟赴美上市在即，美光忧虑持续加剧

环球市场播报

BUZZ-因美国银行将宏观风险评级下调至 "中性"，Carvana 下跌

美光科技(MU)股票4月6日盘中上涨3.95%：投资者必看的核心信息

TradingKey中文

美光受益于AI内存需求强劲的定价和供应限制支撑看涨前景

环球市场播报

若亚马逊成功收购全球星，MDA有望获得更大收益——市场快讯

氛围编程效应显现？苹果应用商店季度新应用数量暴涨84%

环球市场播报

重塑全球竞争版图？苹果首款折叠屏手机试产，这些公司或受益

21世纪经济报道

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AI Edge Eloquent，可自动剔除语气词","url":"https://stock-news.laohu8.com/highlight/detail?id=2625988324","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625988324?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 07:52","pubTimestamp":1775519527,"startTime":"0","endTime":"0","summary":"IT之家 4 月 7 日消息，谷歌当地时间周一在 iOS 平台悄然推出了一款主打离线使用的语音听写应用“Google AI Edge Eloquent”，以此与 Wispr Flow、SuperWhisper、Willow 等同类产品展开竞争。）若有需要，Google AI Edge Eloquent 可从用户的 Gmail 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07:46","pubTimestamp":1775519160,"startTime":"0","endTime":"0","summary":"人工智能公司Anthropic表示，其年化收入已超过300亿美元，较2025年末的90亿美元大幅增长，并证实将与博通和谷歌合作扩大AI算力，为其迅速扩张的业务提供支持。　　Anthropic表示，今年以来对其Claude服务的需求加速增长，超过1000家企业客户在该服务上的年化支出超过100万美元。　　“Anthropic对上述扩展AI算力的使用取决于其持续的商业成功。围绕这一部署，各方正与特定的运营及金融合作伙伴进行讨论，”博通表示。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"995c1b25bec1696bd916659531cff3e0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-07/doc-inhtrqck0489731.shtml","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":"sina","symbols":["LU1066051498.USD","LU2242650005.HKD","BK4548","IE00BZ199S13.USD","LU1674673691.USD","BK4532","LU1974910355.USD","LU0912757837.SGD","LU0211326755.USD","LU1366333091.USD","LU0130517989.USD","LU0203201768.USD","LU0345770308.USD","IE00B1BXHZ80.USD","GB00B4LPDJ14.GBP","LU2065171402.SGD","LU2746668461.USD","LU0965509010.AUD","SG9999004303.SGD","SG9999002224.SGD","LU0323591593.USD","LU1934455863.HKD","LU0198837287.USD","GOOY","LU2764263203.CNY","GOOGL","LU0106261372.USD","LU1868837136.USD","LU2417539215.USD","SGXZ81514606.USD","LU0985489474.SGD","LU2168564222.USD","LU0820561818.USD","IE00BYQQ9H92.USD","LU0310799852.SGD","IE00BGHQDM52.EUR","BK4534","IE0034235188.USD","LU1064131342.USD","LU1429558221.USD","LU1951198990.SGD","LU0477156797.USD","IE0002270589.USD","LU0724617625.USD","LU1992135472.HKD","LU2125909247.SGD","LU1791710400.SGD","LU0128525689.USD","LU0107464264.USD","LU2471134796.USD","LU2746668974.SGD","LU2433249047.HKD","LU0210528500.USD","LU0061474960.USD","LU2083900584.USD","BK4077","LU2756315318.SGD","LU0048573561.USD","IE00BDCRKT87.USD","SG9999014906.USD","LU0138981039.USD","IE00BWXC8680.SGD","LU1119994496.HKD","BK4612","LU2602419157.SGD","LU0466842654.USD","LU0251142724.SGD","LU0353189763.USD","LU0511384066.AUD","IE00B19Z9Z06.USD","LU0320765489.SGD","SGXZ51526630.SGD","GGLL","LU1235294995.USD","GOOX","LU0823434740.USD","LU2065171311.SGD","LU1814569148.SGD","LU0006306889.USD","LU1202635105.USD","LU0943347566.SGD","LU2381873111.SGD","LU0124676726.USD","LU1674673428.USD","IE00BYXW3230.USD","LU2404859741.USD","LU2168564149.EUR","BK4550","GGLS","LU2237443978.SGD","LU2360032135.SGD","LU0267386448.USD","IE00BDRTCR15.USD","LU1069344957.HKD","BK4566","SG9999001440.SGD","LU2750360641.GBP","LU0211331839.USD","LU1551013342.USD","BK4574","IE0004091025.USD","LU0342679015.USD","IE00BKVL7J92.USD","SG9999017495.SGD","LU1043141123.HKD","LU1992135399.USD","LU2750360997.AUD","LU0070302665.USD","AVGU","LU0787776722.HKD","LU0861579265.USD","LU2463028550.USD","LU0072462426.USD","LU1074936037.SGD","META","LU0154236417.USD","LU2456880835.USD","LU1303367103.USD","LU1035775433.USD","BK4141","LU0175139822.USD","BK4554","IE00BJJMRX11.SGD","LU2065170008.USD","LU2098885051.SGD","LU0256863811.USD","GOOP","LU1400636574.HKD","LU0345770993.USD","NVDA","IE00BMCWC346.EUR","LU2213496289.HKD","GB00B4QBRK32.GBP","IE00BVYPNV92.GBP","LU0081259029.USD","IE00BMPRXQ63.HKD","BK4525","LU0215105999.USD","LU0053666078.USD","LU0689472784.USD","LU0965509101.SGD","LU2430703095.HKD","LU0210533765.USD","LU1934455194.USD","LU1732800096.USD","LU0640476718.USD","LU2236285917.USD","LU2473716301.USD","LU1989772923.USD","IE00BMPRXN33.USD","LU2362541273.HKD","LU0234570918.USD","LU0265550946.USD","LU0742534661.SGD","LU1400636491.USD","HK0000304805.HKD","LU2360106780.USD","LU0208291251.USD","LU2355687059.USD","BK4575","LU1720051017.SGD","BK4543","BK4553","LU0477156953.USD","LU0127658192.USD","LU0320765059.SGD","IE00BYV24P56.USD","IE00BK4W5M84.HKD","LU2023251221.USD","LU0096364046.USD","LU0672654240.SGD","BK4592","LU1400636657.SGD","LU2041044095.USD","LU1670711040.USD","LU0203347892.USD","LU0957808578.USD","IE00B19Z9505.USD","LU1267930227.SGD","LU1116320901.HKD","LU1629891620.HKD","LU0345769128.USD","IE0034235303.USD","LU2087621335.USD","LU1003077747.HKD","LU0823421333.USD","LU2265009873.SGD","LU1645745479.HKD","USJW.SI","SG9999002232.USD","LU1232071149.USD","LU2505996509.AUD","LU0109391861.USD","LU0128525929.USD","LU2125154778.USD","IE000SO60NU8.SGD","LU2471134879.HKD","IE00B1XK9C88.USD","LU2471134523.USD","LU0265550359.USD","LU2471134952.CNY","AVGX","LU2077746001.SGD","LU0289739343.SGD","LU1066051811.HKD","LU1571399168.USD","IE00B775H168.HKD","LU0648001328.SGD","IE00BQXX3C00.GBP","LU2237443622.USD","LU2322448791.USD","LU1852331112.SGD","LU2360108059.USD","LU2896262040.SGD","LU0094547139.USD","LU0276348264.USD","IE00BJTD4N35.SGD","LU1951200564.SGD","LU1267930490.SGD","LU1720051108.HKD","IE00BJLML261.HKD","LU1244550494.USD","LU1489326972.SGD","SG9999018857.SGD","IE000MB6IJN5.SGD","LU2097344357.USD","LU0130102774.USD","LU2491050071.SGD","LU2089283258.USD","MSFT","IE00BFXG0V08.USD","LU1066051225.USD","GOOW","LU2191332357.HKD","LU2552382058.USD","LU0980610538.SGD","LU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三星电子005930.KS周二预计第一季度营业利润将比上年同期增长八倍多，超出预期，因为人工智能基础设施的蓬勃需求导致供应瓶颈，并推动芯片价格上涨。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。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":"hk","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:20260406:nL4S40P1B2:1","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":["LU0823434583.USD","LU2552382215.SGD","LU1548497426.USD","LU1066051498.USD","LU2471134952.CNY","SG9999002224.SGD","HK0000306701.USD","LU1629891620.HKD","LU2552382132.HKD","LU2756315664.SGD","LU0784385840.USD","LU0472753341.HKD","LU1496350171.SGD","LU2471134879.HKD","LU0314106906.USD","LU1291159041.SGD","LU1366333091.USD","SG9999014906.USD","LU0949170772.SGD","LU0417517546.SGD","LU0466842654.USD","IE00BYXW3230.USD","LU1242518931.SGD","LU2750360641.GBP","LU2097344357.USD","IE00B3SWFQ91.USD","AAPX","IE00BN29S564.USD","LU0345769128.USD","LU0476273544.USD","LU2471134796.USD","LU0154236417.USD","LU0198837287.USD","IE0034235303.USD","LU2242649171.HKD","LU0965509283.SGD","LU0642271901.SGD","LU2458330243.SGD","LU0289961442.SGD","IE0004445239.USD","LU2462157665.USD","LU2361045086.USD","LU0345770993.USD","LU0456855351.SGD","LU1496350502.SGD","LU1066053197.SGD","LU2087621335.USD","LU0061474960.USD","LU2211815571.USD","LU0787776722.HKD","LU0353189763.USD","AAPU","LU1261432733.SGD","IE0003U64NQ7.SGD","BK4515","LU2191332357.HKD","LU0786609619.USD","LU2237443895.HKD","LU2381873111.SGD","LU1778281490.HKD","LU2420271590.USD","AAPY","LU0124676726.USD","LU1280957306.USD","LU2168563687.JPY","LU2242650005.HKD","BK4532","IE000WAW04H5.SGD","LU1815336760.USD","LU2360106780.USD","LU1316542783.SGD","IE0000B7K699.USD","IE00BJJMRX11.SGD","LU0792757196.USD","LU0345770308.USD","LU0795875086.SGD","LU0683600562.USD","BK4566","BK4571","LU1366192091.USD","LU2430703178.SGD","IE0009356076.USD","LU2552382058.USD","LU2092627202.USD","LU1116320737.USD","MULL","LU2360032135.SGD","LU2077746001.SGD","LU0353189680.USD","LU1934455194.USD","LU0210536198.USD","BK4559","LU2403377893.USD","IE00BN8TJ469.HKD","LU0203345920.USD","LU0689626769.HKD","LU1935043023.USD","LU1046421795.USD","IE00B19Z3581.USD","LU0056508442.USD","LU1815333072.USD","IE00BKDWB100.SGD","SG9999018857.SGD","IE00B19Z8W00.USD","BK4585","LU0985320562.USD","IE00BK4W5L77.USD","LU0203202063.USD","LU0724617625.USD","LU0949170426.SGD","LU1267930813.SGD","LU2089985449.USD","LU0861579265.USD","LU0308772762.SGD","LU1037948541.HKD","LU0256863902.USD","BK4512","LU1116320901.HKD","IE00BKVL7J92.USD","LU2168564495.EUR","LU2236285917.USD","LU0965508806.USD","LU0820562030.AUD","LU0210528500.USD","LU0345768153.USD","LU2750360997.AUD","LU0823421333.USD","LU2361044949.HKD","SG9999015986.USD","BK4588","LU1551013342.USD","LU1069344957.HKD","LU1934455277.USD","LU0097036916.USD","LU0158827781.USD","SG9999015952.SGD","LU1935042991.SGD","BK4527","IE000F7OJYX1.SGD","LU0444973449.USD","SG9999001424.SGD","BK4141","LU1206712785.SGD","LU1935042215.USD","LU2592432038.USD","IE000MB6IJN5.SGD","LU0081259029.USD","IE00B19Z8X17.USD","LU0661504455.SGD","LU1868837300.USD","LU0788109477.HKD","LU1935042488.USD","LU2458330169.SGD","IE00BJLML261.HKD","LU1571399168.USD","SG9999014567.USD","LU0011850046.USD","HK0000914660.USD","LU0077335932.USD","LU0348723411.USD","LU0210533765.USD","LU2931357623.SGD","LU0320765059.SGD","LU2471134523.USD","LU2065170008.USD","SG9999000418.SGD","LU0070217475.USD","LU1934455863.HKD","IE0004445015.USD","BK4533","LU0784384876.USD","LU1242518857.USD","IE00BWXC8680.SGD","LU0889566641.SGD","LU1917777945.USD","LU1718418525.SGD","LU0157215616.USD","BK4579","LU1732800096.USD","LU1852331112.SGD","LU0354030511.USD","LU2505996509.AUD","LU2087625088.SGD","IE000W1ABFV2.USD","LU1868836914.USD","LU1244550577.SGD","LU2023250504.SGD","LU1791710400.SGD","IE00BZ1G4Q59.USD","IE0005OL40V9.USD","IE00B7KXQ091.USD","LU0511384066.AUD","LU2860962120.EUR","LU2543165471.USD","LU2456880835.USD","LU1551013425.SGD","BK4573","BK4505","IE00B7SZLL34.SGD","LU1035775433.USD","LU2452424414.USD","LU0640476718.USD","LU0354030438.USD","LU0265550946.USD","LU1791710582.SGD","LU1119994496.HKD","IE00BJTD4N35.SGD","LU1989772840.SGD","LU2487616109.SGD","LU1244550494.USD","LU0082616367.USD","SG9999014898.SGD","IE00BBT3K403.USD","LU2168564065.EUR","BK4534","LU0256863811.USD","LU2347655156.SGD","LU1868836757.USD","LU2461242641.AUD","LU1066051225.USD","LU2417539215.USD","LU0979878070.USD","LU0444971666.USD","IE00B5949003.HKD","LU2108987350.USD","SG9999014575.USD","LU0238689110.USD","LU0965509101.SGD","SG9999015358.SGD","BK4581","LU1127390331.HKD","LU1244550221.USD","IE00B775H168.HKD","LU1235294995.USD","LU2125154935.USD","LU0158827948.USD","LU2023251221.USD","GB00BDT5M118.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06:30","pubTimestamp":1775514600,"startTime":"0","endTime":"0","summary":"　　1967年出生的私募基金顶流但斌，早已经过了知天命的年纪，即将进入耳顺之年。　　但斌过去的天命，是在高壁垒、强现金流、长周期的资产里赚复利的钱；而近几年，但斌在高速迭代、赢家频繁切换的AI产业里，赚着时代红利和赛道贝塔的钱。　　很难说年近60岁的但斌在做着“知天命的事”。2025年以来，但斌的业绩，和他“AI 多头旗手”的名号，出现了前所未有的脱节。","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://finance.sina.com.cn/stock/roll/2026-04-07/doc-inhtrivp7421903.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":["LU1043141396.HKD","LU2403377893.USD","LU2077746001.SGD","LU0882574139.USD","LU0052756011.USD","LU0957808578.USD","LU2242649171.HKD","LU0823434583.USD","LU1894683264.USD","LU2430703095.HKD","IE00B5949003.HKD","IE0001KFT4U8.USD","LU0276348264.USD","LU0061474960.USD","LU1917777945.USD","LU0109392836.USD","BK4587","SG9999015986.USD","HK0000304797.USD","LU0444971666.USD","IE00BJTD4N35.SGD","LU0070302665.USD","LU1839511570.USD","LU2602419157.SGD","AAPL","LU2247934214.USD","LU0211326839.USD","BK4548","LU0868494617.USD","LU1823568750.SGD","LU1923623000.USD","LU0208291251.USD","LU1670628061.USD","IE0004091025.USD","LU0444973449.USD","LU1496350502.SGD","LU0068578508.USD","SGXZ51526630.SGD","LU0323591593.USD","LU2211815571.USD","LU0170899867.USD","LU1267930227.SGD","LU2092937148.SGD","LU2111349929.HKD","LU0302445910.USD","LU0354030511.USD","LU0128525689.USD","LU0820562030.AUD","LU2362540622.SGD","LU1989772923.USD","LU0203202063.USD","LU0528227936.USD","LU0079474960.USD","IE00BHPRN162.USD","LU2456880835.USD","LU0994945656.USD","IE00BMPRXN33.USD","LU2271345857.HKD","LU1244550221.USD","LU2491050071.SGD","LU2125154935.USD","LU0942090050.USD","LU2404859741.USD","LU2097829019.USD","IE0034235188.USD","LU0124676726.USD","LU0545039389.USD","LU1645745479.HKD","LU0070217475.USD","LU2092627202.USD","LU2552382132.HKD","LU2471134879.HKD","LU0345770993.USD","LU2213496289.HKD","BK4561","LU2326559502.SGD","GGLL","LU2237443549.SGD","LU0683600562.USD","LU0107464264.USD","LU1066051498.USD","IE0009356076.USD","LU1571399168.USD","IE00BMPRXR70.SGD","LU0345774631.USD","LU1720051108.HKD","LU1303367103.USD","LU1699723380.USD","BK4602","LU0708995401.HKD","LU0949170772.SGD","LU0820561909.HKD","LU0106261372.USD","IE0002270589.USD","BK4573","BK4538","BK4077","LU0210528500.USD","LU0320765489.SGD","LU1489326972.SGD","LU1935043023.USD","LU0345774391.USD","LU2896262040.SGD","IE00BKVL7J92.USD","LU2237443622.USD","LU1201861165.SGD","LU0724617625.USD","BK4503","LU1934455277.USD","LU0426412945.USD","LU1935042488.USD","IE00B5TLWC47.USD","LU2125909247.SGD","LU0965509101.SGD","GOOX","LU0878866978.SGD","LU0719512351.SGD","LU0784385170.HKD","LU0417517546.SGD","IE000M9KFDE8.USD","LU2275660780.HKD","BK4543","LU0661504455.SGD","SG9999015945.SGD","IE00BQXX3F31.USD","LU0648001328.SGD","LU0011850046.USD","LU1035773651.USD","LU2054465674.USD","IE00BN8TJ469.HKD","LU2237443465.HKD","SG9999018865.SGD","BK4554","LU0109391861.USD","SG9999014906.USD","LU0466842654.USD","LU0345769128.USD","LU2168564065.EUR","LU0094547139.USD","LU0342679015.USD","LU0742534661.SGD","BK4514","LU0943347566.SGD","LU2462157665.USD","LU0820561818.USD","LU0976567544.SGD","AMZN","LU2420271590.USD","LU1880398554.USD","LU1400636491.USD","LU2764263039.SGD","LU1074936037.SGD","LU2242650005.HKD","LU0690374615.EUR","LU1778281490.HKD","LU1201861249.SGD","LU2552382215.SGD","LU1145028129.USD","LU2360032135.SGD","LU0823421333.USD","BK4550","LU2362541513.USD","LU1868836914.USD","BK4507","BK4533","LU2065171311.SGD","LU1232071149.USD","LU1069347547.HKD","LU1121112475.USD","LU2087621335.USD","LU1196500208.SGD","LU0138981039.USD","LU1066051811.HKD","IE00BKPKM429.USD","LU2097344431.USD","IE00BLSP4239.USD","SGXZ81514606.USD","LU1261432733.SGD","LU0203345920.USD","LU1935043536.SGD","LU1935042215.USD","LU2860962120.EUR","MSFT","LU2756315664.SGD","LU1720051017.SGD","LU1430594728.SGD","IE00BBT3K403.USD","LU1674673691.USD","SG9999018857.SGD","LU2543165471.USD","LU2264538146.SGD","IE00B19Z8W00.USD","LU2089284900.SGD","LU1221951129.SGD","BK4553","LU0082616367.USD","LU2764262908.HKD","GB00B4LPDJ14.GBP","LU1037948897.HKD","LU1119994496.HKD","IE0034235295.USD","LU0130103400.USD","IE00BDRTCR15.USD","LU2430703251.USD","LU1267930573.SGD","LU1323610961.USD","BK4581","SG9999001077.SGD","LU1400636657.SGD","BK4566","LU0198837287.USD","LU0708994859.HKD","LU0980610538.SGD","LU0965509010.AUD","LU0056508442.USD","LU2023250504.SGD","LU2244417387.USD","LU1066053197.SGD","LU1551013342.USD","BK4532","BK4588","LU2764263203.CNY","IE00BFSS7M15.SGD","IE00B775SV38.USD","LU0689626769.HKD","LU2592432038.USD","LU0557290698.USD","LU0353189763.USD","LU1868836757.USD","IE000SO60NU8.SGD","LU0648000940.SGD","IE00B19Z8X17.USD","LU0158827781.USD","IE00B19Z3B42.SGD","LU2063271972.USD","LU2357305700.SGD","LU1069344957.HKD","LU0823421416.USD","IE00B19Z3581.USD","IE00BMPRXQ63.HKD","LU0289960550.SGD","LU0203201768.USD","GB00B4QBRK32.GBP","LU1548497426.USD","LU1585245621.USD","LU0426417589.USD","LU0784385840.USD","IE00BQXX3C00.GBP","LU0061475181.USD","LU1718418525.SGD","GOOP","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06:08","pubTimestamp":1775513280,"startTime":"0","endTime":"0","summary":"博通股价盘后上涨3%，此前，这家芯片制造商宣布与谷歌达成开发和供应张量处理单元（TPU）的长期协议。\n　　博通将为谷歌未来几代TPU开发和供应定制TPU。\n　　博通将向谷歌下一代人工智能机架供应网络及其他组件，协议期最长持续至2031年。\n　　博通、谷歌与Anthropic扩大现有战略合作。\n　　自2027年起，Anthropic将通过博通获得约3.5吉瓦的算力资源。\n　　Anthropic对上述扩展AI算力的使用，取决于其持续的商业成功。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：丁文武","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"995c1b25bec1696bd916659531cff3e0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/2026-04-07/doc-inhtrivn0594388.shtml","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":"sina","symbols":["LU0130102774.USD","LU0310799852.SGD","LU0742534661.SGD","LU1815333072.USD","LU0265550359.USD","IE00BFSS8Q28.SGD","LU0094547139.USD","LU0203202063.USD","LU2168564065.EUR","GGLL","BK4587","LU1951198990.SGD","LU1145028129.USD","LU2361044865.SGD","LU1803068623.USD","LU1303367103.USD","LU1066053197.SGD","LU0648000940.SGD","LU2264538146.SGD","AVGG","LU0211327993.USD","LU1880398554.USD","BK4574","IE0002270589.USD","LU0289961442.SGD","LU1791710400.SGD","LU2097344357.USD","LU0080751232.USD","LU1894683264.USD","LU1989764664.SGD","LU0124676726.USD","LU2360032135.SGD","IE00BHPRN162.USD","LU2746668974.SGD","IE0004445239.USD","LU0823421333.USD","AVGO","IE00BYQQ9H92.USD","IE00B5TLWC47.USD","IE00B4JS1V06.HKD","IE000MB6IJN5.SGD","LU1084165304.USD","LU1917777945.USD","LU2463028550.USD","LU0210528500.USD","LU2420271590.USD","LU1400636657.SGD","IE00B3S45H60.SGD","LU0957808578.USD","LU2168564149.EUR","IE00BFSS7M15.SGD","LU2272731865.HKD","LU2092937148.SGD","GB00B4LPDJ14.GBP","LU2552382132.HKD","LU1066051225.USD","LU0211326839.USD","LU1400636574.HKD","LU2764263039.SGD","LU1642822529.SGD","LU2360106780.USD","SG9999015945.SGD","LU1585245621.USD","LU0069063385.USD","LU0234570918.USD","SG9999018865.SGD","LU0061474705.USD","LU0965508806.USD","LU1037948897.HKD","LU1992135472.HKD","MSFT","LU1988902786.USD","LU0251131958.USD","LU0158827781.USD","LU0011850046.USD","IE00BQXX3D17.EUR","LU0545039389.USD","LU1069344957.HKD","LU0477156953.USD","LU2097344431.USD","GOOX","LU2275660780.HKD","LU0203345920.USD","BK4576","LU0170899867.USD","LU0738911758.USD","LU1718418525.SGD","LU2931357623.SGD","LU0106261372.USD","LU1645745479.HKD","LU1496350502.SGD","LU1992135399.USD","SG9999000418.SGD","LU2381873111.SGD","LU2347655156.SGD","BK4543","LU0820561909.HKD","LU2764263203.CNY","LU1244550221.USD","LU0316494557.USD","IE0004445015.USD","LU0138981039.USD","IE00BJTD4N35.SGD","LU0553294199.USD","BK4573","IE000F7OJYX1.SGD","LU0708994859.HKD","LU2505996681.GBP","LU0444971666.USD","LU1989764748.USD","USJW.SI","LU2756315318.SGD","LU1803068979.SGD","LU1989772923.USD","LU0965509010.AUD","SG9999003800.SGD","GOU","LU0072462426.USD","LU0784385170.HKD","SG9999001424.SGD","LU1814569148.SGD","BK4141","LU0128525689.USD","LU1935042991.SGD","LU0557290698.USD","LU2237957811.SGD","LU0310800379.SGD","BK4585","LU2272731782.SGD","LU1244550577.SGD","LU0689472784.USD","LU0426417589.USD","LU0942090050.USD","LU1935043023.USD","LU0979878070.USD","IE00BN8TJ469.HKD","IE00BDRTCR15.USD","LU0949170426.SGD","IE00B19Z9P08.USD","LU2023250504.SGD","LU0198837287.USD","LU1670710588.SGD","LU2458330243.SGD","IE00B7KXQ091.USD","LU0353189763.USD","LU2125909593.SGD","IE00BK4W5M84.HKD","LU1506573853.SGD","LU1670628061.USD","LU1894683348.USD","LU2237443382.USD","LU0345770308.USD","LU1316542783.SGD","LU2242649171.HKD","LU2092937221.SGD","LU2896262040.SGD","LU2065171402.SGD","LU0096362180.USD","LU2237443978.SGD","BK4581","LU0689626769.HKD","LU0690374615.EUR","LU2087621335.USD","LU0511384066.AUD","LU1430594728.SGD","SGXZ81514606.USD","IE00BWXC8680.SGD","LU0949170772.SGD","LU2430703095.HKD","LU1035773651.USD","LU1221951129.SGD","IE00BVYPNW00.USD","AAPL","LU0861579265.USD","AMZN","LU1066051811.HKD","LU0496365809.HKD","BK4566","LU1674673428.USD","LU1242518857.USD","LU1496350171.SGD","LU2065170008.USD","LU1162221912.USD","SG9999017495.SGD","LU2491049909.HKD","LU1032955483.USD","IE00BGHQF631.EUR","LU1489326972.SGD","LU1868836591.USD","LU1244550494.USD","BK4553","HK0000304797.USD","LU2063271972.USD","IE0034235295.USD","LU1868836757.USD","LU0882574139.USD","LU1201861249.SGD","BK4527","LU1804176565.USD","LU2098885051.SGD","IE00BK4W5L77.USD","LU2756315664.SGD","LU0097036916.USD","BK4507","LU0211328371.USD","IE00B5949003.HKD","GOOY","LU2213496289.HKD","LU2326559502.SGD","LU0472753341.HKD","LU0823434740.USD","LU0130517989.USD","LU1043141123.HKD","LU0786609619.USD","LU2355687059.USD","LU0267386448.USD","LU0345770993.USD","LU0203347892.USD","LU1934455863.HKD","SG9999015986.USD","LU0320765059.SGD","AVL","IE0004086264.USD","LU2471134879.HKD","LU2403377893.USD","IE0005OL40V9.USD","IE00BVYPNQ40.USD","LU2720916845.USD","LU1670627923.USD","SG9999015978.USD","SGXZ23171101.USD","IE00BBT3K403.US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22:52","pubTimestamp":1775487120,"startTime":"0","endTime":"0","summary":"美光科技近几周在股市遭遇困境，而其韩国竞争对手 SK 海力士即将赴美上市，只会让它面临的挑战雪上加霜。但近期，受存储行业担忧以及伊朗战争引发的整体市场不确定性拖累，股价持续承压。　　周一，受伊朗战争有望通过外交途径实现停火的迹象推动，市场整体反弹，美光股价一度上涨 5.1%。　　目前两家公司估值均处于相对低位，预期市盈率均在 4 倍左右，远低于标普 500 约 20 倍的估值水平，而美光股价相较 SK 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22:17","pubTimestamp":1775485039,"startTime":"0","endTime":"0","summary":"• 美光 HBM4 36GB 12H 产品已开始向 AI 平台出货。\n• 2026 年 HBM 产能已通过不可撤销合同被全部预订。\n• 美光发布创纪录的第二季度财报，并提供乐观的第三季度业绩指引。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.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/261753917-market-movers-mu-20260406","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":["BK4512","LU1267930813.SGD","BK4141","LU2458330243.SGD","LU2286300806.USD","BK4579","LU2048586759.USD","BK4575","LU1323610961.USD","LU0082616367.USD","LU2931357623.SGD","IE00B7SZLL34.SGD","IE00B5949003.HKD","LU0109392836.USD","LU0154236417.USD","LU0642271901.SGD","BK4588","MUU","BK4605","MULL","BK4543","LU0203345920.USD","BK4585","LU0056508442.USD","BK4533","BK4553","LU1366333091.USD","BK4554","LU0081259029.USD","LU2089985449.USD","LU2211815571.USD","IE0002270589.USD","LU2054465674.USD","LU2543165471.USD","LU2360106780.USD","MUD","LU0889566641.SGD","LU0792757196.USD","GB00BDT5M118.USD","LU1803068979.SGD","BK4566","IE0009356076.USD","LU0719512351.SGD","LU0157215616.USD","LU2458330169.SGD","LU0127658192.USD","LU1852331112.SGD","IE00B19Z3B42.SGD","LU1316542783.SGD","LU0274383776.USD","LU0889565833.HKD","LU2250418816.HKD","LU0203347892.USD","BK4527","BK4532","IE00B19Z3581.USD","MU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625674240","title":"美光受益于AI内存需求 强劲的定价和供应限制支撑看涨前景","url":"https://stock-news.laohu8.com/highlight/detail?id=2625674240","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625674240?lang=zh_cn&edition=fundamental","pubTime":"2026-04-06 21:38","pubTimestamp":1775482680,"startTime":"0","endTime":"0","summary":"美光科技持续表现良好，原因是AI和数据中心的发展推动了市场对内存芯片的大量需求。这导致其股价大幅上涨。　　由于价格不断走高且供应不足，该公司股价今年已上涨约28%，过去一年涨幅超过300%。　　尽管观点各异，但大多数分析师仍然持乐观态度，多数给出“买入”评级，并预测股价将进一步上涨。投资者将继续关注价格走势和供应增长，将其视为影响未来表现的关键因素。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5b5d00961f58b68b446bc1d7902b28bb","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-06/doc-inhtqnrx7833081.shtml","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":"sina","symbols":["LU2211815571.USD","LU1366333091.USD","LU1323610961.USD","BK4527","BK4554","IE00B5949003.HKD","LU0082616367.USD","IE0002270589.USD","LU2054465674.USD","LU0889565833.HKD","BK4532","LU1803068979.SGD","BK4566","LU0642271901.SGD","LU2250418816.HKD","IE00B19Z3581.USD","MULL","BK4605","LU0109392836.USD","MUD","LU0792757196.USD","BK4575","LU0157215616.USD","LU0719512351.SGD","LU1316542783.SGD","LU1267930813.SGD","IE00B19Z3B42.SGD","BK4585","MUU","IE0009356076.USD","LU2048586759.USD","BK4579","LU2458330243.SGD","BK4543","LU2458330169.SGD","LU0081259029.USD","LU0203347892.USD","LU1852331112.SGD","LU0889566641.SGD","MU","LU0274383776.USD","BK4553","LU2360106780.USD","IE00B7SZLL34.SGD","GB00BDT5M118.USD","LU0154236417.USD","LU0127658192.USD","BK4141","BK4533","LU0203345920.USD","LU2089985449.USD","LU2286300806.USD","LU2931357623.SGD","BK4588","LU2543165471.USD","LU0056508442.USD","BK4512"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164618908","title":"若亚马逊成功收购全球星，MDA有望获得更大收益——市场快讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1164618908","media":"投资观察","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164618908?lang=zh_cn&edition=fundamental","pubTime":"2026-04-06 20:37","pubTimestamp":1775479037,"startTime":"0","endTime":"0","summary":"加拿大德贾丁斯投行指出，亚马逊可能收购全球星的交易\"对MDA而言或许是更有利的结果\"。分析师贝努瓦·普瓦里耶在研报中表示，若亚马逊最终达成这笔交易，其\"在与MDA等技术供应商合作时可能会采取更开放、灵活的态度\"。他认为亚马逊亟需在太空领域实现差异化竞争并追赶太空探索技术公司，尤其考虑到航天并非其核心业务，这\"可能为与MDA的合作打开大门\"。\n（本文完）","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":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2764262908.HKD","LU2092627202.USD","LU2237957902.USD","LU0345768740.USD","IE000MB6IJN5.SGD","LU1674673428.USD","LU1267930573.SGD","LU2896262040.SGD","HK0000306685.HKD","LU2264538146.SGD","LU2211815571.USD","LU0056508442.USD","LU1934455863.HKD","IE00B7SZLL34.SGD","LU2505996681.GBP","LU0472753341.HKD","LU1323610961.USD","IE000SO60NU8.SGD","IE000BZT7R73.USD","IE000YTNTUN2.SGD","SG9999000418.SGD","LU1261432733.SGD","LU1244550577.SGD","LU0080751232.USD","HK0000914660.USD","SG9999015986.USD","LU1861127337.USD","LU2471134796.USD","LU2720916845.USD","SG9999015952.SGD","BK4505","BK4585","LU1791710582.SGD","IE0034235303.USD","BK4187","LU2023250504.SGD","LU1046421795.USD","BK4170","IE00B1BXHZ80.USD","LU0251132253.USD","AAPU","IE0002270589.USD","LU1988902786.USD","LU0109391861.USD","LU0310800379.SGD","LU0234572021.USD","LU2362541513.USD","LU1242518857.USD","LU2417539215.USD","LU2326559502.SGD","LU1861558580.USD","LU0528227936.USD","SGXZ23171101.USD","AAPB","LU0390134368.USD","LU0320765489.SGD","AMZU","LU1582987597.SGD","LU2361044865.SGD","BK4512","IE00B4JS1V06.HKD","IE00B5949003.HKD","LU0210536198.USD","LU0957808578.USD","LU1674673691.USD","IE00BDRTCR15.USD","SG9999001424.SGD","LU2458330169.SGD","LU0648001328.SGD","IE0004086264.USD","GOOG","LU2237443895.HKD","LU2065170008.USD","IE00B19Z8W00.USD","LU0738911758.USD","LU0128525929.USD","LU1119994496.HKD","IE00BK4W5M84.HKD","LU0323591593.USD","LU0308772762.SGD","LU2097344431.USD","LU1064131342.USD","LU2360032135.SGD","LU2237443622.USD","SG9999015978.USD","SG9999018857.SGD","LU2065169927.USD","LU2213496289.HKD","LU1582987324.SGD","LU2023250330.USD","LU1815336760.USD","LU0724617625.USD","LU1037948541.HKD","LU1316542783.SGD","SG9999015358.SGD","LU0320765059.SGD","LU0820562030.AUD","LU0097036916.USD","LU0124676726.USD","IE00BYXW3230.USD","LU0345769631.USD","LU1989772923.USD","BK4612","TSLA","LU0820561818.USD","BK4576","LU1037948897.HKD","IE000ITXATA3.USD","LU1974910355.USD","IE00BMPRXR70.SGD","LU0795875086.SGD","BK4533","IE00B3SWFQ91.USD","IE00BDCRKT87.USD","LU2108987350.USD","IE000W1ABFV2.USD","LU1235294995.USD","LU2065171311.SGD","LU0965508806.USD","AMZZ","LU0289739343.SGD","LU0158827781.USD","LU0786609619.USD","LU2317271919.USD","LU0345774631.USD","IE000F7OJYX1.SGD","IE000WAW04H5.SGD","IE00B5TLWC47.USD","LU2125154778.USD","LU0130102774.USD","LU0316494557.USD","LU0823411888.USD","LU0553294199.USD","LU0162691827.USD","LU1066051811.HKD","SG9999015945.SGD","IE00B19Z3581.USD","IE00BFXG0V08.USD","LU2191332357.HKD","LU1699723380.USD","MDALF","LU0203201768.USD","BK4089","LU2111349929.HKD","LU2237957811.SGD","LU0053666078.USD","LU2250418816.HKD","IE00BJTD4V19.USD","IE0009G5SDU7.USD","BK4122","LU1868837300.USD","LU0048584097.USD","LU1718418525.SGD","IE00BBT3K403.USD","IE00BN8TJ469.HKD","SG9999002232.USD","BK4571","LU0444973449.USD","LU1989771016.USD","LU0256863902.USD","LU1548497426.USD","LU2023250843.SGD","LU1935042488.USD","HK0000306701.USD","LU2236285917.USD","LU2430703095.HKD","LU1935043536.SGD","LU0868494617.USD","IE00BJJMRX11.SGD","LU1153585028.USD","AAPW","SG9999018865.SGD","IE00B3S45H60.SGD","IE00B19Z9505.USD","LU0109392836.USD","LU1868836757.USD","LU2487616109.SGD","IE00BQXX3C00.GBP","LU1880398554.USD","LU1861559042.SGD","LU1244550494.USD","LU1642822529.SGD","LU0061474705.USD","LU1883839398.USD","LU2357305700.SGD","LU0985320562.USD","LU2552382215.SGD","LU1732800096.USD","IE0034235295.USD","LU1267930490.SGD","IE00B1XK9C88.USD","IE00B4YYXB79.USD","IE00BWXC8680.SGD","AMZY","LU0345770993.USD","LU1804176565.USD","IE0003U64NQ7.SGD","LU0784384876.USD","SG9999014542.SGD","LU2420271590.USD","LU0312595415.SGD","LU0642271901.SGD","AAPX","LU1551013425.SGD","SGXZ81514606.USD","LU0210533765.USD","LU2458330243.SGD","LU0061474960.USD","LU0069063385.USD","LU0354030511.USD","LU1435385759.SGD","LU2092937148.SGD","LU0648000940.SGD","LU0077335932.USD","LU0234570918.USD","LU0823421333.USD","LU0417517546.SGD","SG9999001077.SGD","BK4588","LU2764263203.CNY","LU2237443465.HKD","LU2456880835.USD","LU2265009873.SGD","LU1116320901.HKD","SG9999014567.USD","BK4535","BK4538","BK4561","LU2089283258.USD","LU1989764664.SGD","LU0072461881.USD","LU1868836591.USD","LU2237438978.USD","LU0276348264.USD","LU0354030438.USD","LU1201861165.SGD","LU1814569148.SGD","BK4574","BK4534","BK4596","LU2125154935.USD","LU2552382132.HKD","IE00BFSS7M15.SGD","LU0081259029.USD","LU023868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