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芯片概念
1,813.12
-20.0746
-1.10%
涨家数：
2
跌家数：
9
平家数：
- -
市盈率：
- -
高：
1,829.47
开：
1,829.47
低：
1,796.00
收：
1,833.20
成交量：
4.74亿
成交额：
644.65亿
市值：
7.15万亿
流通市值：
7.08万亿
数据加载中...
总览
新闻资讯
阿里巴巴加码教育布局 云谷学校二期开工引入香港汉基合作
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13:35","pubTimestamp":1769232909,"startTime":"0","endTime":"0","summary":"IT之家 1 月 24 日消息，根据 TechCrunch 今日报道，苹果 iPhone 正在印度市场快速扩张，2025 年出货约 1400 万部。印度 2025 年整体智能手机市场大体保持平稳，出货量约为 1.52 亿至 1.53 亿部。这意味着，iPhone 这一强劲的年度表现是在市场已基本停止增长的背景下实现的。近几个季度以来，苹果多次将印度视为重点市场。Counterpoint 预计，印度将连续第四年维持在约 1.52 亿部的年度出货水平。尽管苹果创下了年度纪录，但其出货量仍位居印度前三名之外。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260124133921a4509aff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:23","pubTimestamp":1769228580,"startTime":"0","endTime":"0","summary":"分析师认为，在缺乏财务数据、外部客户等关键信息前，当前市场应聚焦阿里云与AI业务的实际变现能力，而非“价值释放”叙事。 媒体报道阿里巴巴准备推进旗下芯片业务“平头哥”单独上市，摩根大通对“报道时机”感到意外。 追风交易台消息，1月23日，摩根大通中国证券研究主管姚橙的团队发表研报，参照同业估值测算，“平头哥”的潜在估值可能在250亿至620亿美元之间，约占阿里当前市值的6%到14%。","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/hkstock/2026-01-24/doc-inhikria0221152.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":["LU1974910355.USD","LU1051769294.HKD","IE00BDCRKT87.USD","LU1280957306.USD","LU0234572021.USD","LU2592432038.USD","BK4516","LU2106854487.HKD","BK4220","LU1282648689.USD","IE00BFMHRM44.USD","IE00BN8TJ469.HKD","IE00BYXW3230.USD","LU1242518857.USD","LU2505996681.GBP","BK4538","LU1670628061.USD","LU1769817096.USD","BK4502","LU0211331839.USD","LU2552382058.USD","LU0106261372.USD","LU0323591593.USD","LU1064131342.USD","LU1242518931.SGD","LU0320765646.SGD","IE0034235303.USD","LU0976567544.SGD","BK4607","IE00BJTD4N35.SGD","LU0964807845.USD","LU2746668461.USD","BK4588","LU0006306889.USD","LU0211327993.USD","LU2417539215.USD","LU1105468828.SGD","BK4614","LU2054465674.USD","LU0496365809.HKD","LU1152091168.USD","LU0170899867.USD","LU2357305700.SGD","BK4566","LU0456842615.SGD","IE00BKDWB100.SGD","LU1003077747.HKD","LU1244550577.SGD","IE000M9KFDE8.USD","LU2237443978.SGD","LU0251132253.USD","LU0215105999.USD","SG9999002232.USD","IE00BJLML261.HKD","LU1551013425.SGD","LU1551013342.USD","LU1823568750.SGD","BK4585","IE00BF5LJ272.USD","LU0265550946.USD","LU1162221912.USD","LU0310799852.SGD","LU0918141705.HKD","LU1048596156.SGD","BABA","BK4122","LU2023250843.SGD","LU0256863811.USD","BK4504","LU0553294199.USD","IE00B775SV38.USD","BK4534","BK4558","LU0211328371.USD","BK4581","LU1363072403.SGD","LU0949170772.SGD","LU1145028129.USD","BK4531","LU2381873111.SGD","LU1496350171.SGD","LU0345770308.USD","LU1720051017.SGD","LU0052756011.USD","LU2430703251.USD","LU1917777945.USD","BK4550","LU0070302665.USD","LU1119994496.HKD","BK4554","LU0820561818.USD","LU0345769128.USD","LU0918141887.USD","LU0979878070.USD","LU1152091754.HKD","IE00BBT3K403.USD","BK4587","LU0651947912.USD","LU0820561909.HKD","LU2456880835.USD","LU0971096721.USD","LU1046421795.USD","LU0348816934.USD","LU1668664300.SGD","LU0868494617.USD","LU1496350502.SGD","LU0203345920.USD","LU0417517546.SGD","LU0787776722.HKD","LU1046422090.SGD","LU2430703178.SGD","IE00BKVL7J92.USD","LU0128525689.USD","LU0797268264.HKD","LU0310800965.SGD","BK4505","LU0208291251.USD","LU0203347892.USD","LU0251143458.SGD","LU0267386448.USD","LU2213496289.HKD","LU0067412154.USD","LU1084165304.USD","BK4533","IE00BHPRN162.USD","LU0211326839.USD","LU0689472784.USD","BK4548","LU2236285917.USD","LU0345770993.USD","LU0106959298.USD","LU0942090050.USD","LU1048588211.SGD","LU2023250330.USD","LU2237443382.USD","LU0501845795.SGD","LU2746668974.SGD","LU1267930227.SGD","LU2756315664.SGD","LU0821914370.USD","LU2237443895.HKD","LU0683600562.USD","IE0034235295.USD","LU0072913022.USD","LU0738911758.USD","LU2237443465.HKD","LU1688375341.USD","LU1116320901.HKD","LU1366192091.USD","LU0211326755.USD","BK4526","LU1235294995.USD","LU1914381329.SGD","LU2237443549.SGD","LU1670627923.USD","09988","LU2264538146.SGD","BK4575","BK4535","IE00BFXG1179.USD","LU1244550494.USD","LU2148611432.USD","IE00B0JY6N72.USD","LU0328353924.USD","LU2462157665.USD","LU0149725797.USD","LU0320765489.SGD","LU2552382132.HKD","LU1515016050.SGD","LU2552382215.SGD","BK4207","BK4579","LU0661504455.SGD","LU1988902786.USD","LU1261432733.SGD","LU2023250504.SGD","LU2505996509.AUD","LU0265550359.USD","LU0868494708.USD","IE00B3S45H60.SGD","LU0238689110.USD","LU0047713382.USD","LU1032466523.USD","LU2430703095.HKD","LU2756315318.SGD","LU1548497426.USD","LU1880383366.USD","LU1629891620.HKD","LU1051768304.USD","LU1894683264.USD","IE00B1XK9C88.USD","BK4565","IE0034235188.USD","LU1244550221.USD","LU0943347566.SGD","LU2211815571.USD","LU0882574139.USD","LU1894683348.USD","BK4503","LU1720051108.HKD","LU2242649171.HKD","LU1008478684.HKD","BK4527","LU0348814723.USD","IE00BLSP4239.USD","BK4524","LU0106831901.USD","LU0545039389.USD","LU0640476718.USD","LU0651946864.USD","LU2226246903.HKD","LU1769817179.HKD","LU0345769631.USD","SG9999002224.SGD","IE00BJTD4V19.USD","LU0072462343.USD","LU2237443622.USD","BK4543","IE00BLSP4452.SGD","LU0820562030.AUD","LU0880133367.SGD","IE00BZ1G4Q59.USD","LU0048584097.USD","IE00BWXC8680.SGD","IE00BDRTCR15.USD","LU1116320737.USD","IE00B1BXHZ80.USD","LU1267930490.SGD"],"gpt_icon":1},{"id":"2605874992","title":"巨头抢滩，HBM4倒计时","url":"https://stock-news.laohu8.com/highlight/detail?id=2605874992","media":"半导体产业纵横","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605874992?lang=zh_cn&edition=fundamental","pubTime":"2026-01-24 11:15","pubTimestamp":1769224518,"startTime":"0","endTime":"0","summary":"2026年将是存储巨头又一个里程碑之年，而这场跃迁的核心赌注，落在了HBM4身上。HBM4的量产冲刺，已在2026年初正式启程。01HBM4，亮相截至目前，美光、三星和SK海力士均已通过不同活动展示了各自的HBM4产品。三星是目前唯一在自有晶圆厂完成DRAM、逻辑芯片制造及3D封装全链条的HBM4供应商。美光科技声称，新款HBM4产品在性能和效率方面将超越所有竞争对手。为抓住这一窗口期，美光计划今年将其HBM4产能提升至每月1.5万片晶圆。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260124115830a6a7154a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17e的价格将不受冲击","url":"https://stock-news.laohu8.com/highlight/detail?id=2605287183","media":"ITheat科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605287183?lang=zh_cn&edition=fundamental","pubTime":"2026-01-24 11:00","pubTimestamp":1769223627,"startTime":"0","endTime":"0","summary":"而库存管理大师苹果经过一系列供应链优化后，其廉价的iPhone 17e或许不会受到涨价冲击，甚至可能还会降价。所以，即使在当下这个困难时期，iPhone 17e仍然能维持价格不变，甚至可能小幅降价。为了尽可能压住成本，iPhone 17e可以说是物尽其用，能不开新案就不开。据估计，相比高通的基带芯片，苹果用自家的C1可以为每台iPhone节省10美元成本。而在屏幕上，iPhone 17e预计还是用京东方的LTPS 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2026深度对话","url":"https://stock-news.laohu8.com/highlight/detail?id=2605282243","media":"Micron美光科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605282243?lang=zh_cn&edition=fundamental","pubTime":"2026-01-24 10:39","pubTimestamp":1769222340,"startTime":"0","endTime":"0","summary":"美光科技携创新内存与存储解决方案亮相2026年国际消费电子展。展会期间，美光全球传播与市场部企业副总裁 PeteLancia 对话 Creative Strategies 公司首席执行官兼首席分析师 Ben Bajarin，探讨行业发展趋势。这一观点已在本次展会的相关讨论中形成共识。AI 发展日新月异，美光始终屹立前沿。美光致力于开发创新的内存和存储解决方案，提供必要的带宽、容量和效率，以应对日益增长的 AI 工作负载需求、推动 AI 革命，将数据转为决策，将潜力转为性能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260124104822a45043a0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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还称“美国从没需要过北约”！欧洲抛售美国资产 美股震荡 英特尔暴跌17% 金价银价狂飙！英首相：特朗普应道歉","url":"https://stock-news.laohu8.com/highlight/detail?id=2605284998","media":"每日经济新闻","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605284998?lang=zh_cn&edition=fundamental","pubTime":"2026-01-24 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