美股详情

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半导体精选

5,058.55

+79.281.59%

涨家数：15

跌家数：2

平家数：- -

市盈率：- -

高：5,107.19

开：4,990.58

低：4,990.58

收：4,979.27

成交量：4.70亿

成交额：829.66亿

市值：9.44万亿

流通市值：9.03万亿

数据加载中...

总览新闻资讯

新闻摘要-华尔街日报》--3 月 26 日

英伟达因隐瞒加密挖矿收入面临集体诉讼

每经专访高通全球高级副总裁钱堃：6G实现商业化应用需跨越四个挑战将重塑 AI 的发展方式

每日经济新闻

据日经新闻，JDI正与美光科技就出售其位于茂原的工厂进行谈判。

《热点透视》盈利与地缘压力交织，中国AI公司面临开源抉择

英伟达支持的初创公司 Reflection 正在洽谈融资 25 亿美元

英伟达 GTC 闭门圆桌论坛：知识型行业将迎光速变革

21世纪经济报道

东吴证券：ASIC设计服务商价值加速重估看好2026年ASIC产业链放量元年

半导体早参丨英特尔和AMD上调CPU价格；存储大厂南亚科敲定170亿增发扩产

每日经济新闻

【券商聚焦】中信建投：英伟达GTC 2026加速推理拐点到来

全球市场：美股三大指数收涨中国金龙指数涨近2% AMD、英特尔涨超7%

隔夜美股 | 三大指数上涨英特尔(INTC.US)涨7% 现货黄金重新站上4500美元

交易日-给和平一个机会

迈威尔科技(MRVL)股票3月25日收盘上涨6.54%：真相来了

TradingKey中文

美光启动现金要约收购，拟回购高达54亿美元的票据

环球市场播报

泽连斯基称俄方"以情报交换要挟"：若美停止对乌军援将中断与伊朗情报共享

BUZZ-谷歌宣布节省内存算法后，内存芯片制造商股价下跌

斯伦贝谢与英伟达扩大AI合作，推动能源领域规模化应用

环球市场播报

美股异动｜斯伦贝谢涨2.5%，与英伟达将AI技术应用于能源行业

英伟达持仓概念纷纷走强英特尔涨超5%

每日经济新闻

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13:14","pubTimestamp":1774502043,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据市场消息，美国联邦法官已批准针对英伟达及其 CEO 黄仁勋的证券欺诈集体诉讼认证。投资者指控英伟达在 2017 年至 2018 年间隐瞒了游戏 GPU 收入中与加密挖矿相关的真实规模，公司内部邮件显示高管曾认为英伟达股票“因相关陈述而保持高位”。2018 年 11 月，英伟达披露加密相关销售下滑后，股价在两个交易日内下跌约 28.5%。美国证券交易委员会曾于 2022 年因英伟达未披露加密挖矿对其业务的影响对其罚款 550 万美元。此案最早于 2018 年提起，2021 年被驳回后上诉成功，经最高法院驳回英伟达上诉后，现作为集体诉讼继续推进。集体诉讼覆盖 2017 年 8 月 10 日至 2018 年 11 月 15 日期间购买英伟达股票的投资者，案件会议定于 4 月 21 日举行。 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AI承认，其最新的“前沿级”模型是基于中国AI大模型公司月之暗面的开源模型构建。然而，中国工具如今也成为被重点盯防的对象。上个月，OpenAI和Anthropic分别指控DeepSeek等中国AI公司不当使用美国模型来改进自身模型，并呼吁对美国技术实施更严格的限制。","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:20260326:nL6S40E06T:2","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":["LU2168564495.EUR","LU0828238088.HKD","LU2294711713.HKD","LU1267930813.SGD","LU0965508806.USD","LU0345768740.USD","LU1282649067.USD","LU1935042991.SGD","LU0588546209.SGD","LU1037948541.HKD","LU0264606111.USD","LU0594300179.USD","LU0862451753.SGD","LU1102505929.USD","LU2098885051.SGD","LU1551013425.SGD","LU0208291251.USD","LU0082616367.USD","IE00BSNM7G36.USD","LU0426417589.USD","LU2279701549.SGD","BK4573","LU2471134879.HKD","BK4543","SG9999013353.USD","LU0784383803.USD","LU0965509101.SGD","IE00BYXW3230.USD","LU0128522157.USD","LU0918141887.USD","LU1224444064.USD","2NVD.UK","LU0054450605.USD","LU1568876251.USD","LU0210536198.USD","SGXZ86797644.SGD","LU0128525689.USD","LU2065170008.USD","LU1721428933.USD","SG9999017495.SGD","IE00B8HQ1Z84.USD","LU0128525929.USD","LU0572944931.SGD","HK0000914660.USD","GOOY","SGXZ99366536.SGD","LU0516422440.USD","LU1003077747.HKD","BK4554","LU1674673428.USD","LU0384037296.USD","BK1531","LU1894683264.USD","BK1516","IE0005OL40V9.USD","LU1880398471.USD","LU2488822045.USD","LU0762542818.HKD","LU2168564149.EUR","LU0449509016.USD","LU0244354667.USD","LU1196710864.SGD","LU1642822529.SGD","BK1095","LU2505996681.GBP","BABU","SG9999015358.SGD","LU2097828714.EUR","LU1152091168.USD","LU0792757196.USD","BK4548","IE0002270589.USD","LU0128522744.USD","LU0052756011.USD","LU0067412154.USD","LU1115378108.SGD","LU1481107354.HKD","LU2360032135.SGD","LU1989772923.USD","BK4503","LU0898667661.SGD","SG9999015978.USD","IE00BN29S564.USD","LU0345769631.USD","LU0289739343.SGD","BK4607","LU1044875133.USD","LU1629966141.USD","LU0096362180.USD","LU0648000940.SGD","LU1568876335.HKD","LU1961090484.USD","LU0198837287.USD","LU1226288253.USD","IE00B19Z8X17.USD","LU1935043023.USD","LU2237443895.HKD","LU0488056044.USD","LU0228659784.USD","LU0516422952.EUR","BK4532","LU0737861699.HKD","BK4504","LU0210533765.USD","LU0466842654.USD","LU0823426480.USD","LU0605514214.HKD","LU1366192091.USD","LU2065171311.SGD","LU1127390331.HKD","LU2023250504.SGD","LU2213496289.HKD","IE00B19Z9P08.USD","LU0633140560.USD","LU0979878070.USD","IE0034235303.USD","LU0831093199.SGD","LU1226287529.USD","LU2237443382.USD","LU0267386448.USD","LU0132412106.USD","LU0501845795.SGD","LU0052750758.USD","LU1235294995.USD","LU0553294199.USD","LU2326559502.SGD","LU0476273544.USD","SG9999014914.USD","LU2111349929.HKD","SGXZ31699556.SGD","LU0312595415.SGD","LU2272731782.SGD","LU0819123356.HKD","LU2491050071.SGD","BK4605","LU1803068979.SGD","LU0251144936.SGD","NVDG","SG9999001226.SGD","LU2896262040.SGD","LU1670627923.USD","LU0188438112.USD","IE000KEQY171.SGD","LU0823426308.USD","LU0972618739.USD","IE00B5949003.HKD","IE00B0JY6N72.USD","LU0426412945.USD","LU2023250330.USD","LU0417516738.SGD","LU0577902538.SGD","LU1105468828.SGD","LU1934455277.USD","BK1586","IE0008368304.USD","LU0348723411.USD","LU1655091459.SGD","LU0196878994.USD","LU2452424414.USD","LU0651947912.USD","LU0348816934.USD","LU0265550946.USD","LU1224709979.USD","GGLS","BBYY","LU0106259558.USD","IE00B8L5B284.USD","LU0203347892.USD","LU0266013472.USD","LU2242650005.HKD","LU0070302665.USD","LU0469268626.HKD","LU0169518387.USD","LU1035775433.USD","LU1046422090.SGD","NVDX","SG9999002463.SGD","LU2458330243.SGD","LU1196710195.USD","LU0499858602.USD","IE0032431581.USD","LU0396098781.USD","LU0784639295.USD","LU1023057109.AUD","LU1037948897.HKD","IE0001KFT4U8.USD","LU2092937148.SGD","LU1880383440.USD","LU2125909247.SGD","LU0791591158.USD","LU2462611646.USD","LU0820561818.USD","LU3063872942.SGD","BK1584","LU1282649141.HKD","LU0823434583.USD","LU0882747503.HKD","LU1226288097.SGD","HK0000306701.USD","LU0502904849.HKD","LU1983260115.SGD","LU1770036033.HKD","LU0345770993.USD","HK0000320223.HKD","LU0708995583.HKD","LU2237443978.SGD","BK4602","LU0314104364.USD","LU1720050803.USD","IE0009356076.USD","LU1435385759.SGD","LU0354030511.USD","LU0353189763.USD","LU0528227936.USD","IE00BZ199S13.USD","LU0690374961.EUR","LU2272731600.USD","LU0326950275.SGD","LU1201861165.SGD","NVDY","SG9999007991.SGD","LU1720051108.HKD","LU1235295612.USD","LU1813983027.USD","LU0689626769.HKD","NVDD","BK4535","SG9999003461.SGD","BK1615","LU0788109477.HKD","IE0003895053.USD","IE0009570106.USD","LU1645745479.HKD","LU0348784397.USD","NVDB","LU1791710582.SGD","LU2250418816.HKD","LU2065171402.SGD","SG9999014575.USD","LU1196500208.SGD","LU0882574139.USD","LU2065169927.USD","IE0004086264.USD","IE00BJLML261.HKD","L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Reflection 正在洽谈融资 25 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2622884299","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622884299?lang=zh_cn&edition=fundamental","pubTime":"2026-03-26 09:59","pubTimestamp":1774490375,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据华尔街日报报道，英伟达支持的初创公司 Reflection 正在洽谈融资 25 亿美元。此次融资将使公司估值达到 250 亿美元。 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09:14","pubTimestamp":1774487673,"startTime":"0","endTime":"0","summary":"3月25日，截至收盘，沪指涨1.30%，报收3931.84点；深成指涨1.95%，报收13801.00点；创业板指涨2.01%，报收3316.97点。科创半导体ETF（588170）涨2.12%，半导体设备ETF华夏（562590）涨3.13%。隔夜外盘：截至收盘，道琼斯工业平均指数涨0.66%；纳斯达克综合指数涨0.77%；标准普尔500种股票指数涨0.54%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603263685011854.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/202603263685011854.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":["LU1803068979.SGD","IE00BMPRXR70.SGD","INTC","IE0004445239.USD","BK4527","LU0979878070.USD","LU1988902786.USD","IE0009356076.USD","LU0097036916.USD","AMDY","LU2264538146.SGD","LU0081259029.USD","LU2148611432.USD","LU2355687059.USD","BK4554","BK4534","BK4515","LU2089985449.USD","LU1242518931.SGD","LU0719512351.SGD","AMDL","BK4543","LU0056508442.USD","BK4532","LU2250418816.HKD","LU2931357623.SGD","LU0274383776.USD","BK4529","IE00B5949003.HKD","LU1852331112.SGD","LU0109392836.USD","BK4573","AMYY","LINT","BK4579","LU0823421333.USD","BK4612","INTW","LU2054465674.USD","LU2543165471.USD","LU0823434740.USD","LU1923623000.USD","588170","LU0642271901.SGD","LU0321505439.SGD","LU0823421416.USD","04335","AMDW","AMDG","LU1951198990.SGD","LU1316542783.SGD","AMDD","BK4614","BK4602","LU0321505868.SGD","LU0127658192.USD","BK4512","LU2458330243.SGD","LU0082616367.USD","LU0198837287.USD","LU2098885051.SGD","BK4585","LU0889565833.HKD","562590","AMD","BK4533","LU1064131342.USD","AMDU","LU1880398554.USD","BK4575","LU1303367103.USD","LU1861559042.SGD","LU1951200564.SGD","LU1989764664.SGD","BK4535","LU1880398471.USD","LU1242518857.USD","LU0823434583.USD","LU1861558580.USD","DAMD","BK4566","LU2458330169.SGD","IE00BMPRXN33.USD","BK4588","AMUU","BK4141","LU2360106780.USD","BK4550","IE000M9KFDE8.USD","BK4605","LU0390134368.USD"],"gpt_icon":1},{"id":"2622162889","title":"【券商聚焦】中信建投：英伟达GTC 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07:59","pubTimestamp":1774483161,"startTime":"0","endTime":"0","summary":"美股市场：美股三大指数03月25日收盘全线上涨。截至收盘，道琼斯工业平均指数比前一交易日上涨305.43点，收于46429.49点，涨幅为0.66%；标准普尔500种股票指数上涨35.53点，收于6591.9点，涨幅为0.54%；纳斯达克综合指数上涨167.94点，收于21929.83点，涨幅为0.77%。　　大型科技股普涨，Arm大涨超16%，AMD、英特尔涨超7%，亚马逊涨超2%，英伟达涨近2%，奈飞、高通涨超1%。","market":"fut","thumbnail":"http://caiji.3g.cnfol.com/colect/202603/26/20260326776905.jpg","type":0,"news_type":0,"thumbnails":["http://caiji.3g.cnfol.com/colect/202603/26/20260326776905.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/guojishichang/20260326/32098790.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":"zhongjincaijing_highlight","symbols":["AMDG","AMDD","LU1242518931.SGD","BK4573","AMD","LU2458330243.SGD","LU0823434740.USD","LU0642271901.SGD","BK4532","04335","LU2148611432.USD","LU2355687059.USD","LU1316542783.SGD","AMYY","BK4554","BK4512","BK4602","LU1880398554.USD","LU1861559042.SGD","LU0823421333.USD","LU0321505439.SGD","LU0109392836.USD","AMDU",".IXIC","AMDW","LU0889565833.HKD","LU1242518857.USD","LU1064131342.USD","LU0979878070.USD","AMDY","LU2931357623.SGD","LU0274383776.USD","BK4141","IE00BMPRXR70.SGD","LU0390134368.USD","LU2264538146.SGD","IE0004445239.USD","BK4588","LU1951198990.SGD","LU0082616367.USD","LU0127658192.USD","BK4612","BK4529","BK4585","LU0823434583.USD","BK4527","DAMD","BK4515","LU1951200564.SGD","LU1923623000.USD","LU1988902786.USD","HXC","LU2543165471.USD","BK4575","BK4605","BK4535","BK4534","LU0823421416.USD","LU1852331112.SGD","LU2250418816.HKD","IE00BMPRXN33.USD","LU0719512351.SGD","LU2089985449.USD","BK4614","LU2098885051.SGD","IE00B5949003.HKD","LU1989764664.SGD","LU1303367103.USD","BK4533","LU1803068979.SGD","BK4543","LU0056508442.USD","LU0198837287.USD","LU0097036916.USD","LU2360106780.USD","LU1880398471.USD","LU2458330169.SGD","BK4579","INTC","LU2054465674.USD","INTW","IE0009356076.USD","LINT","LU1861558580.USD","BK4566","IE000M9KFDE8.USD","LU0321505868.SGD","AMUU","LU0081259029.USD","AMDL","BK4550"],"gpt_icon":1},{"id":"2622000711","title":"隔夜美股 | 三大指数上涨 英特尔(INTC.US)涨7% 现货黄金重新站上4500美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2622000711","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622000711?lang=zh_cn&edition=fundamental","pubTime":"2026-03-26 06:10","pubTimestamp":1774476600,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周三，三大指数上涨。现货黄金重新站上4500美元/盎司；现货白银报71.262美元。美参议院共和党拒绝民主党结束国土安全部停摆的最新提案。陪审团表示，Meta须至少支付210万美元赔偿Kaley的损失，其中包括治疗费用；谷歌须至少支付90万美元。陪审团将进一步听取辩论，以决定是否对这些公司判处惩罚性赔偿。另外两起所谓的风向标案件定于今年在加州州法院开庭审理。CrowdStrike扩大与英特尔的战略合作，以保护新一代AI PC。","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":"http://www.zhitongcaijing.com/content/detail/1419148.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":["BK4605","BK4535","LU0321505439.SGD","BK4512","BK4554","LU0274383776.USD","BK4543","LU0081259029.USD","BK4575","BK4602","BK4515","BK4527","LU0321505868.SGD","BK4529","LU2543165471.USD","LU2148611432.USD","BK4534","INTC","BK4612","LU2931357623.SGD","04335","BK4141","BK4533","BK4550","IE000M9KFDE8.USD","LINT","BK4585","LU2089985449.USD","BK4588","INTW","BK4579","LU0097036916.USD"],"gpt_icon":1},{"id":"2622000752","title":"交易日-给和平一个机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2622000752","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622000752?lang=zh_cn&edition=fundamental","pubTime":"2026-03-26 05:01","pubTimestamp":1774472479,"startTime":"0","endTime":"0","summary":"路透佛罗里达州奥兰多3月25日 - 周三，由于人们希望美国  和伊朗  正朝着达成和平协议的方向迈进 ，股市  上涨，油价  和债券收益率下降。投资者的乐观情绪反映在 MSCI 所有国家股票指数上，该指数创下了六周以来的最大涨幅。从根本上说，市场已反应过度  - 这种走势可能合乎逻辑，但其幅度值得怀疑。伊朗高级官员称，尽管最初反应消极，但伊朗仍在审查美国的提议  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02:26","pubTimestamp":1774463160,"startTime":"0","endTime":"0","summary":"乌克兰总统泽连斯基近日揭露俄罗斯提出的一项争议性提议，指责其本质是\"赤裸裸的要挟\"。据其披露，俄方声称若美国停止向乌克兰提供情报支持，俄罗斯将终止与伊朗的情报共享合作。\n泽连斯基强调，这种以国际安全合作为筹码的行为，凸显了俄罗斯在地缘政治博弈中的胁迫手段。该提议不仅试图破坏乌克兰与盟友间的信任关系，更暴露出俄罗斯试图通过第三方施压来削弱乌克兰防御能力的战略意图。\n分析指出，此番表态将促使西方盟友重新评估对俄战略，同时可能加剧中东地区的情报博弈格局。随着俄乌冲突进入新阶段，此类围绕情报支援的外交角力或将持续升级。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4529","LU0097036916.USD","BK4579","LU2148611432.USD","IE000M9KFDE8.USD","BK4585","BK4533","BK4527","INTC","LU2543165471.USD","BK4512","LU2931357623.SGD","BK4575","04335","BK4543","BK4554","BK4605","LU0274383776.USD","BK4141","INTW","LINT","BK4515","LU0321505868.SGD","BK4588","LU0081259029.USD","BK4535","BK4534","LU0321505439.SGD","BK4550","BK4602","BK4612","LU2089985449.USD"],"gpt_icon":0},{"id":"2622775780","title":"BUZZ-谷歌宣布节省内存算法后，内存芯片制造商股价下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2622775780","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622775780?lang=zh_cn&edition=fundamental","pubTime":"2026-03-25 22:54","pubTimestamp":1774450461,"startTime":"0","endTime":"0","summary":"** 闪迪 SNDK.O 下滑3.2%，美光科技 MU.O 下跌3.4%** 希捷科技 STX.O 下跌1.6%，西部数据 WDC.O 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