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元宇宙及AR概念

4,030.26

+64.531.63%

涨家数：31

跌家数：11

平家数：1

市盈率：- -

高：4,049.25

开：3,976.23

低：3,976.23

收：3,965.73

成交量：6.62亿

成交额：1,684.61亿

市值：28.24万亿

流通市值：26.77万亿

数据加载中...

独家测试显示：澳大利亚社交媒体禁令下，50个青少年账户无一触发年龄核查

独家报导-一项研究指出，澳大利亚针对青少年的社交媒体禁令在年龄核查方面未能通过第一道关卡

三星触发“逢利好出货”魔咒，美股存储巨头夜盘集体下挫，美光科技、闪迪跌超6%

PCB板块震荡回落胜宏科技(02476)跌8.09% 传英伟达AI服务器架构据将延迟推出

AI太烧钱！微软又挥刀裁员，科技巨头“换血”才刚开始

撕掉“大模型”标签：OpenAI 造芯片、微软卖驻场，AI 产业链正在被重新定义

郭明𫓹称台积电7月对GCS/CoPoS提供重大更新的机会可能不高

Bitget 股票衍生品上线 SUMIELEC、TTWO 等 13 只热门标的

媒体摘要-英国商业 - 7月7日

郭明𫓹：苹果(AAPL.US)折叠屏iPhone恐重演iPhone X“一机难求”，初期出货或不足百万部

智通财经网

澳大利亚科技股跟随华尔街同行走高

回应下一代AI服务器架构延期英伟达称产品路线图依然完整

美银回应“英伟达Kyber机架延迟”：担忧合理，但PCB/CCL/基板需求强劲，视调整为买点

华尔街见闻

港股异动 | PCB概念股再度走低英伟达回应Kyber延期传闻亚洲算力供应链遭遇重挫

“路线图完好无损！”英伟达火速驳斥下一代AI机架延期传闻，华尔街斥其为“博眼球噱头”

大行评级丨Wolfe：上调微软2027财年资本支出预估，目标价降至525美元

《全球市场》亚股小幅走低尽管三星发布乐观预测；日圆保持疲弱

晶体管，何去何从？

随着苹果首款折叠屏机型量产节点临近其核心零部件供应商与代工体系已基本落定。从产业链多方获悉该机型的UTG超薄柔性玻璃盖板

支付宝AI开放平台上线，肯德基、蜜雪冰城、瑞幸、高德打车、滴滴等首批接入

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13:59","pubTimestamp":1783403962,"startTime":"0","endTime":"0","summary":"受三星电子、SK海力士股价大跌拖累，美股存储概念在目前的夜盘交易中集体下跌，其中，美光科技、闪迪、西部数据跌超6%，希捷科技跌超4%，慧荣科技跌超2%。数据显示，自2019年初以来，三星已有16个季度的营业利润超出预期，但其中10次股价在公告后下跌。周二这一模式再度上演——在披露季度利润暴增19倍后，三星股价暴跌近10%。","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://usstock.jrj.com.cn/2026/07/07135957725394.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":"jinrongjie_highlight","symbols":["LU1366333091.USD","IXN","LU1868836914.USD","IE00B5949003.HKD","PTF","MUU","LU1069347547.HKD","BK4588","OPTZ","BK4554","CHAT","SCHA","SOXX","LU2168564222.USD","LU0203345920.USD","FCUS","LU0127658192.USD","LU2458330243.SGD","LU0444971666.USD","TMSL","SNDQ","LU2102340556.USD","LU2089985449.USD","LU0096364046.USD","LU1868837300.USD","LU0157215616.USD","LU2168564065.EUR","LU1323610961.USD","SG9999001424.SGD","XNTK","GB00BDT5M118.USD","LU1852331112.SGD","WDCX","LU0889566641.SGD","LU2357627491.SGD","BK4543","LU2168564149.EUR","LU1868836757.USD","IE0034235303.USD","EFIV","AIQ","LU0683600562.USD","LU0154236417.USD","MULL","VGT","LU0054578231.USD","WUGI","IE00B7SZLL34.SGD","SNDK","LU1868837136.USD","COWG","FDTX","IE0002270589.USD","LU0476273544.USD","LU1642822529.SGD","SHOC","LU1989764748.USD","BK4512","MU","AIS","LU0056508442.USD","IE00BJLML261.HKD","IETC","BK4575","SNDG","IE00B19Z3581.USD","BAI","LU2168563687.JPY","LU1803068979.SGD","LU2211815571.USD","CGGO","LU1046421795.USD","LU2471134952.CNY","LEGR","LU2048586759.USD","LU0109392836.USD","JGRO","BK4585","LU1815336760.USD","LU2750360641.GBP","LU0444973449.USD","LU1861215975.USD","FSMD","LU0719512351.SGD","LU2471134523.USD","IE00BK4W5L77.USD","LU2471134879.HKD","LU0203347892.USD","LU0642271901.SGD","SCHM","LU0061475181.USD","LU0859254822.USD","FAI","LU2543165471.USD","LU0963586101.USD","EMSF","FTXL","SNXX","LU0957808578.USD","LU1989764664.SGD","QQQG","LU0072461881.USD","BK4579","LU2360106780.USD","LU1823568750.SGD","SNDC","LU2290526834.HKD","BK4566","07747","LU0238689110.USD","LU0274383776.USD","LU1235294995.USD","LU1267930813.SGD","LU0006061336.USD","LU1861220033.SGD","LU0162691827.USD","AIFD","BK4532","LU1914381329.SGD","BK4605","LU0081259029.USD","BK4533","TRFK","FTEC","IE00BKDWB100.SGD","BK4141","RULE","LU2750360997.AUD","EGGY","PSI","CNAV","LU0889565833.HKD","WDC","LU2250418816.HKD","BK4553","LU2168564495.EUR","BK4170","IE00BK4W5M84.HKD","XLK","SOXQ","LU2286300806.USD","CNEQ","LU2360107168.USD","USXF","FXL","WLDR","LU0082616367.USD","SMH","LU1035773651.USD","CHPS","IE000M9KFDE8.USD","MUD","LU2054465674.USD","IE00B19Z3B42.SGD","SSNLF","IE00BWXC8680.SGD","LU1316542783.SGD","SNDU","ARTY","LU1868836591.USD","LU0787776722.HKD","IE00B1XK9C88.USD","BK4527","LU2458330169.SGD","LU2471134796.USD","LU2931357623.SGD","LU0792757196.USD","IE0009356076.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649404609","title":"PCB板块震荡回落 胜宏科技(02476)跌8.09% 传英伟达AI服务器架构据将延迟推出","url":"https://stock-news.laohu8.com/highlight/detail?id=2649404609","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649404609?lang=zh_cn&edition=fundamental","pubTime":"2026-07-07 13:28","pubTimestamp":1783402082,"startTime":"0","endTime":"0","summary":"金吾财讯 | PCB板块震荡回落，东岳集团 跌6.13%，建滔积层板跌6.64%，建滔集团跌7.40%，广合科技跌7.46%，中国建材跌7.68%，胜宏科技跌8.09%，大族数控跌8.27%消息面上，昨日半导体行业研究机构SemiAnalysis在X平台连发六条推文，直接点名英伟达Kyber NVL144机架遭遇“重大延迟”，发布时间可能推迟12个月至2028年，同时Rubin 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英伟达称产品路线图依然完整","url":"https://stock-news.laohu8.com/highlight/detail?id=2649260556","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649260556?lang=zh_cn&edition=fundamental","pubTime":"2026-07-07 11:02","pubTimestamp":1783393375,"startTime":"0","endTime":"0","summary":"针对英伟达（NVDA.O）Kyber机架级架构延迟推出的消息，英伟达当地时间周一回应称，公司的产品路线图依然完整。事件起因是半导体研究机构SemiAnalysis于当地时间周日晚间表示，英伟达为承载2027年RubinUltra芯片设计的Kyber机架级架构，将推迟超12个月时间至2028年推出。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607073796436912.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607073796436912.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_eastmoney","symbols":["ARTY","LU0006306889.USD","LU1496350502.SGD","BK4550","LU0094547139.USD","LU2360032135.SGD","LU0965508806.USD","SG9999000418.SGD","07388","LU0417517546.SGD","LU1323610961.USD","LU1242518931.SGD","IE00BD6J9T35.USD","IE000W1ABFV2.USD","BK4567","LU0323240290.USD","BK4141","LU2213496289.HKD","LU0289961442.SGD","LU0820561818.USD","LU1934455277.USD","LU1868836914.USD","LU1066051498.USD","LU1721428933.USD","LU2065169927.USD","LU0289960550.SGD","LU1821325948.USD","BK4529","LU1935043023.USD","LU2506951792.HKD","NVDO","USXF","LU0056508442.USD","SG9999017495.SGD","LU2420271590.USD","SG9999015945.SGD","BK4548","LU2047632596.USD","LU1791710582.SGD","LU0109391861.USD","NVD3.UK","LU2249611893.SGD","BK4543","SMH","LU0109392836.USD","LU2637965513.SGD","NVDW","SG9999014914.USD","LU0289739343.SGD","SHOC","HK0000306701.USD","LU0689626769.HKD","LU1116320737.USD","IE00BDCRKT87.USD","HK0000304797.USD","LU0889565833.HKD","LU2168563687.JPY","LU1035775433.USD","IE00BWXC8680.SGD","LU2125909247.SGD","LU2168564495.EUR","LU2242649171.HKD","LU2361045086.USD","LU0158827781.USD","IE00B3SWFQ91.USD","IE00B775H168.HKD","LU2168564222.USD","CHAT","LU2089284900.SGD","TTEQ","LU1861127337.USD","IE00B3S45H60.SGD","LU0964807845.USD","NVDU","IE00BJJMRY28.SGD","LU2326559502.SGD","IE0001KFT4U8.USD","IE00B3M56506.USD","LU1989772840.SGD","BK4592","IE0004086264.USD","LU2357125470.USD","LU1037948541.HKD","LU2250418816.HKD","LU2931357623.SGD","LU2242650005.HKD","LU0345769128.USD","LU1267930490.SGD","IE0003U64NQ7.SGD","ILDR","LU1839511570.USD","LU0511384066.AUD","LU0719512351.SGD","LU0238689110.USD","LU2552382058.USD","LU1712237335.SGD","LU2065170008.USD","SOXY","IE00BQXX3C00.GBP","LU0310800379.SGD","LU2028103732.USD","IE00BK4W5M84.HKD","LU1066053197.SGD","LU2148611432.USD","SNVD.UK","IE00BHPRN162.USD","LU1280957306.USD","LU0985320562.USD","LU1992135399.USD","LU0820561909.HKD","LU1880398554.USD","LU2191332357.HKD","LU1778281490.HKD","NVDS","IE000ITXATA3.USD","IE00BN29S564.USD","IE0004445015.USD","LU2322448791.USD","LU0061474705.USD","LU0265550359.USD","LU0079474960.USD","LU1064131342.USD","IE00BKPKM429.USD","LU0274383776.USD","LU2471134879.HKD","LU2756315664.SGD","LU0210528500.USD","LU1153585028.USD","LU2023251221.USD","LU2361044949.HKD","LU1435385759.SGD","LU1804176565.USD","IE00BZ1G4Q59.USD","LU0528227936.USD","IE00BKVL7J92.USD","GB00BDT5M118.USD","LU0353189680.USD","IE00B4YYXB79.USD","LU1037948897.HKD","LU1718418525.SGD","LU2237443978.SGD","LU2125909916.SGD","LU0494093205.USD","LU1791710400.SGD","LU2505996509.AUD","HK0000914686.HKD","LU0345770993.USD","IE00B775SV38.USD","LU1366333091.USD","LU0979878070.USD","LU0823414478.USD","LU3102509885.SGD","LU0029864427.USD","LU1691799644.USD","LU1084165304.USD","AIFD","LU2505996681.GBP","LU0011850046.USD","SG9999015952.SGD","LU2092937148.SGD","LU2357305700.SGD","LU1316542783.SGD","LU0316494557.USD","LU0965509101.SGD","LU2054465674.USD","IE00BYXW3230.USD","LU1066051225.USD","LU2089283258.USD","LU0708995401.HKD","NVIW.SI","IE0034235295.USD","LU1935042991.SGD","LU0820562030.AUD","LU0048584097.USD","LU0861579265.USD","LU0345770308.USD","TRFK","IE00B5949003.HKD","LU2860962120.EUR","LU1880398471.USD","IE00BZ199S13.USD","VT","LU0390134368.USD","HK0000304805.HKD","LU0689472784.USD","IE000Q6AESB8.SGD","LU2097344431.USD","LU0823434583.USD","IE00BJTD4N35.SGD","LU0476273544.USD","LU2487616109.SGD","LU0138981039.USD","LU0267386448.USD","LU2097344357.USD","SGXZ81514606.USD","LU2271345857.HKD","BK4598","SG9999014898.SGD","LU0683600562.USD","LU2237443622.USD","TEK","IE0009356076.USD","LU0097036916.USD","LU1145028129.USD","BK4581","LU0070217475.USD","LU1935042488.USD","LU0127658192.USD","07788","LU0106261372.USD","LU1923622291.USD","LU2272731600.USD","NVD2.UK","LU0081259029.USD","LU1232071149.USD","IE0034235188.USD","LU1119994496.HKD","LU1069344957.HKD","LU0170899867.USD","IE00BMPRXN33.USD","LU0133085943.USD","LU1629891620.HKD","LU2272731782.SGD","LU1699723380.USD","LU0174119429.USD","LU0187121727.USD","LU1923622614.USD","LU0082616367.USD","LU2237443382.USD","SG9999002224.SGD","LU0308772762.SGD","LU2065171311.SGD","LU2458330169.SGD","LU1674673428.USD","BK4588","LU0234570918.USD","LU2413666426.HKD","IE0005OL40V9.USD","LU2552382132.HKD","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| PCB概念股再度走低 英伟达回应Kyber延期传闻 亚洲算力供应链遭遇重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2649603058","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649603058?lang=zh_cn&edition=fundamental","pubTime":"2026-07-07 10:52","pubTimestamp":1783392750,"startTime":"0","endTime":"0","summary":"为此，美东时间7月6日周一，英伟达回应传闻称，其产品路线图并未改变，否认核心进度受影响。受此消息影响，日韩在内等亚洲印刷电路板板制造商股价重挫。英伟达未披露Kyber NVL144项目的进度细节，也未证实任何延期情况。需要注意的是，SemiAnalysis报告将延期原因主要归结为PCB制造环节的复杂性问题。同时，该机构指出，在Rubin Ultra体系的扩展问题上，英伟达目前仍缺乏经过验证的规模化解决方案。","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/1463922.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":["LU1366333091.USD","IE000KEQY171.SGD","SG9999015978.USD","LU2237957811.SGD","NVDQ","LU1934455277.USD","LU1400636491.USD","SG9999002224.SGD","BK4588","LU2552382058.USD","LU2271345857.HKD","LU0210533765.USD","LU2746668461.USD","LU0175139822.USD","LU0203202063.USD","LU2125909593.SGD","LU0444971666.USD","LU1935042215.USD","IE00B19Z8X17.USD","LU0708995401.HKD","BK4529","LU0308772762.SGD","LU1989772840.SGD","LU1868837300.USD","LU2237443465.HKD","LU0323240290.USD","LU1989772923.USD","ESUM","LU0211328371.USD","LU0314109678.HKD","BK4543","IE00B19Z8W00.USD","LU0868494617.USD","SOXY","LU0124676726.USD","LU2756315664.SGD","LU1868837136.USD","SG9999004303.SGD","LU0557290698.USD","LU0348723411.USD","FDTX","LU0476273544.USD","IE000W1ABFV2.USD","LU2462591277.SGD","LU0138981039.USD","LU1815333072.USD","LU0056508442.USD","NVD2.UK","BK4608","IETC","IE000Q6AESB8.SGD","LU0417517546.SGD","SG9999014914.USD","LU2108987350.USD","METV","LU0511384066.AUD","LU2168563687.JPY","LU0080751232.USD","LU0109392836.USD","IE00B4JS1V06.HKD","LU0077335932.USD","JGRO","NVDW","LU1815336760.USD","301200","AGOX","IE00BMPRXQ63.HKD","NVDB","LU0289739343.SGD","LU0210528500.USD","LU0345770308.USD","HK0000819398.USD","LU2456880835.USD","TYLG","LU1069344957.HKD","LU0210536198.USD","LU2087621335.USD","FAI","LU1992135399.USD","LU2023251221.USD","LU1244550577.SGD","LU2360106780.USD","LU1814569148.SGD","LU0164880469.USD","LU1037948541.HKD","SG9999014567.USD","LU0109391861.USD","LU1127390331.HKD","LU1366192091.USD","LU2065170008.USD","LU0820561818.USD","AIFD","BK4532","LU1914381329.SGD","NVDS","FTEC","IE00BKDWB100.SGD","LU2065171402.SGD","LU1804176565.USD","LU0889565833.HKD","LU1548497426.USD","LU0187121727.USD","LU2168564495.EUR","SNVD.UK","SMHX","LU0057025933.USD","LU0724617625.USD","LU2125154935.USD","LU2360107168.USD","LU2896262040.SGD","NVD3.UK","SG9999015945.SGD","IE00BKVL7J92.USD","LU2322448791.USD","SMH","HK0000320264.USD","LU1242518857.USD","LU3102509885.SGD","VT","LU0149721374.USD","LU0265550359.USD","LU0029864427.USD","HK0000914686.HKD","LU0942090050.USD","IE00BWXC8680.SGD","LU1316542783.SGD","LU0320765059.SGD","LU2999663052.SGD","IE000ITXATA3.USD","LU1923623000.USD","LU0347712357.USD","SNPE","ROM","HK0000304805.HKD","SG9999014898.SGD","BK1209","LU1992135472.HKD","LU2065169927.USD","LU0211327993.USD","LU2242650005.HKD","LU1066051225.USD","SG9999015341.SGD","LU0342679015.USD","LU0823414478.USD","LU2552382132.HKD","IE0004086264.USD","LU0170899867.USD","LU0251132253.USD","SG9999001424.SGD","LU1645745479.HKD","LU1720051017.SGD","AIPI","IE00BJTD4N35.SGD","MCHS","LU1035775433.USD","KBDCY","LU2168564149.EUR","LU1868836757.USD","LU2463028550.USD","LU0823421333.USD","LU0985320562.USD","IE00BD6J9T35.USD","LU2602419157.SGD","VGT","IE00B3M56506.USD","LU0965508806.USD","SG9999018857.SGD","BK4548","BK1183","IE00B3S45H60.SGD","LU0096362180.USD","LU1983260115.SGD","LU2403377893.USD","LU0823434583.USD","3NVD.UK","IE0001KFT4U8.USD","LU2505996681.GBP","LU1435385759.SGD","LU0048584097.USD","LU0069063385.USD","LU0345769631.USD","SG9999015986.USD","LU1066053197.SGD","LU0353189763.USD","IE00BJLML261.HKD","IE0034235188.USD","LU2187417386.USD","SGXZ99366536.SGD","BK4581","LU1951200564.SGD","LU0354030438.USD","LU0267386448.USD","LU1674673428.USD","LU0289961442.SGD","LU0215105999.USD","LU1232071149.USD","LU1267930730.SGD","LU0719512351.SGD","BK1506","LU2265009873.SGD","IE00BMPRXN33.USD","SG9999018865.SGD","IE00BK4W5L77.USD","BK4598","IE0004091025.USD","LU0174119429.USD","LU0256863811.USD","LU1791710582.SGD","LU2471134879.HKD","LU0642271901.SGD","LU0957791311.USD","LU0061475181.USD","LU2272731600.USD","ANV","LU2237443549.SGD","LU0957808578.USD","LU1066051811.HKD","SGXZ81514606.USD","LU0225283273.USD","SPTE","LU0788109477.HKD","HK0000352382.USD","NVD","LU2272731782.SGD","LU0097036916.USD","IE00B7KXQ091.USD","IE00BQXX3F31.USD","LU1813983027.USD","LU2236285917.USD","BK4605","LU2237443382.USD","LU2430703095.HKD","IE000YTNTUN2.SGD","LU2125909247.SGD","LU1935042991.SGD","IE00BFSS7M15.SGD","LU1821325948.USD","LU0965509010.AUD","LU0006306889.USD","IE00B775H168.HKD","BK1170","LU0323239441.USD","LU1935042488.USD","IE00BK4W5M84.HKD","LU0882574139.USD","LU2361045086.USD","XLK","NVDG","LU2286300806.USD","IE00B1BXHZ80.USD","LU1674673691.USD","SG9999014575.USD","IE00BQXX3C00.GBP","LU0345768740.USD","LU2244417387.USD","LU1571399168.USD","WISE","LU0640476718.USD","LU2394011477.USD","LU2756315318.SGD","LU2249611893.SGD","LU2471134796.USD","LU2931357623.SGD","SG9999014880.SGD","LU0689472784.USD","LU2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10:45","pubTimestamp":1783392300,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，英伟达驳斥了一篇称其下一代“Kyber”人工智能机架将推迟至2028年的报道，该公司发言人表示，“我们的路线图完好无损。”周日，Semianalysis 发布了一份报告，称旨在容纳其2027年 Rubin Ultra 芯片的 Kyber 机架级架构将被推迟12个月以上，延期至2028年。该设计将 GPU 安装在垂直而非水平放置的计算托盘中，以提高密度并降低延迟，并定于2027年与英伟达的下一代机架级系统 Vera Rubin Ultra 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