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Roundhill MSFT WeeklyPay ETF

34.97

+0.38571.12%

成交量：1,497

成交额：5.24万

市值：3,146.85万

市盈率：- -

高：35.03

开：35.03

低：34.97

收：34.58

52周最高：48.92

52周最低：22.97

股本：90.00万

流通股本：90.00万

量比：0.34

换手率：0.17%

股息：10.44

股息率：29.87%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

据The Information，微软重组Azure云计算部门，推进AI业务全面转型。

微软推出自研 AI 芯片 Maia 300，关键小芯片采用台积电 2 奈米

比尔·盖茨再发警告！AI安全进入刚需期融资客提前布局这些股(名单)

微软计划明年大规模部署Maia 300芯片，目标推理效率提升40% ；博通CEO：许多AI投资者如同“赌场赌徒”，AI发展最大制约因素是资本｜全球科技早参

每日经济新闻

《纽约时报》、《经济学人》等出版商加入联盟，旨在遏制未经授权使用人工智能的行为

经纬早班车｜美股光通信大跌；微软计划大规模部署自研AI芯片；Meta发布Muse Wonder模型

数据简报-随着投资重心转向人工智能，企业纷纷裁员

个股回顾：Chipotle、微软、Salesforce

美国股市：纳斯达克指数收低，沙特机场遇袭推高油价且财报季临近

麻省理工学院就云安全技术对亚马逊提起专利诉讼

美国股市-油价飙升，投资者静待财报和经济数据，华尔街股市涨跌不一

BUZZ——美股行情动态-微软、C3.ai、Salesforce、百时美施贵宝

美国股市-油价上涨拖累标普500指数和纳斯达克指数；微软和Salesforce提振道指

微软将加大自研AI芯片使用，降低对英伟达依赖

环球市场播报

思科：微软已投产采用思科 Silicon One P200 芯片的设备。

一年后，微软再次跻身市值4万亿美元企业之列

微软（MSFT）计划于2027年推出Maia 300 AI芯片进一步扩充内部硬件生态

美股异动 | 传明年将大规模部署自研AI芯片微软(MSFT.US)早盘涨近1%

微软市值现达4万亿美元。

AI数据中心原生800V供电部署延迟引发担忧大摩：市场反应过度 OCP峰会有望催化半导体股

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AI 芯片 Maia 300，关键小芯片采用台积电 2 奈米","url":"https://stock-news.laohu8.com/highlight/detail?id=2675386229","media":"链捕手","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2675386229?lang=zh_cn&edition=fundamental","pubTime":"2026-10-13 08:36","pubTimestamp":1791851768,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据中央社引述路透社报导，微软宣布推出第 3 代自研 AI 芯片 Maia 300，计划明年部署数量可能超过 100 万颗，以支援内部 AI 服务。负责关键运算功能的小芯片采用台积电 2 奈米制程。Maia 300 可处理程式码撰写，以及代替使用者执行复杂商业任务等工作。前一代芯片已用于运行微软内部 AI 模型，以及透过微软 Azure 云端运算服务提供的 OpenAI 模型。微软采取与辉达不同的技术路线。辉达 AI 加速器采用一颗大型运算芯片，周围环绕高频宽记忆体芯片；Maia 300 核心运算处理器由小芯片组成，关键运算功能的小芯片使用台积电 2 奈米，其他小芯片使用成本较低的 3 奈米，负责将资料传出处理器及在系统内部其他位置传输资料。Maia 300 将安装在机柜中，每个机柜容纳 96 颗芯片，耗电量约 167 kW。相较之下，辉达最新 GB300 AI 服务器机柜配置 72 颗 GPU，耗电量约 142 kW。微软表示，计划从明年起大规模部署 Maia 300，规模将达数个 GW。微软先前表示，预计今年资本支出将超过 1750 亿美元。 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04:58","pubTimestamp":1791838739,"startTime":"0","endTime":"0","summary":"微软股价上扬1.1%。半导体类股则应声下挫，英伟达亦在其中。Salesforce：该软件公司股价攀升2.1%，此前美国银行将其评级上调至“买入”，并指出公司拥有稳健的战略，能够同时应对人工智能带来的风险与机遇。Chipotle：股价下挫3.8%，有报道称星巴克否认了可能尝试收购这家墨西哥卷饼连锁店的猜测。此前，《The Information》报道称IREN已与Anthropic达成协议，股价一度应声跳涨。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["LU0345774631.USD","LU0823417737.USD","LU2452424414.USD","LU1046421795.USD","LU0342679015.USD","LU2095319765.USD","LU1564329461.SGD","LU2746668461.USD","LU0238689110.USD","LU1951200564.SGD","LU2065170008.USD","BK4525","LU0174119429.USD","LU1582986359.USD","MPC","LU1823568750.SGD","SG9999001077.SGD","LU2433249047.HKD","BK4554","LU2237443465.HKD","LU0994945656.USD","LU1935042991.SGD","LU2097829019.USD","SG9999002232.USD","LU0868494617.USD","LU0061474960.USD","LU1400636491.USD","LU1720051017.SGD","LU1506573853.SGD","LU0048573561.USD","IE0004086264.USD","BK4561","IE00B5TLWC47.USD","BK4551","LU1923623000.USD","BK4097","LU0158827781.USD","AIFD","LU1037948541.HKD","LU2506952097.USD","LU2362541273.HKD","LU0057025933.USD","LU2272731782.SGD","LU2746668974.SGD","LU0345768740.USD","LU0345768153.USD","LU0310800379.SGD","HK0000914660.USD","BK4613","LU2404859667.USD","SG9999014542.SGD","LU0788109477.HKD","LU2473716301.USD","LU0823417653.USD","JGRO","LU1791710582.SGD","LU2092937221.SGD","LU0175139822.USD","LU2463028550.USD","LU0070302665.USD","NVDB","IE00BSNM7G36.USD","NVDO","LU1066051225.USD","LU0079474960.USD","SGXZ81514606.USD","LU2413666699.HKD","LU1032955483.USD","LU0708994859.HKD","LU1435385759.SGD","LU2420271590.USD","LU1935042215.USD","LU0347712357.USD","SG9999015986.USD","SG9999001424.SGD","LU1699723380.USD","FAI","LU2999663052.SGD","SG9999014898.SGD","IE00B1XK9C88.USD","LU1430594728.SGD","LU2360032135.SGD","LU1633808545.USD","BK4588","LU0308772762.SGD","WISE","IETC","LU0265550359.USD","LU0390134368.USD","LU0138981039.USD","LU1935043023.USD","LU0889566641.SGD","IE00B4JS1V06.HKD","LU0719512351.SGD","LU0553294199.USD","LU2637965513.SGD","LU2148611432.USD","LU0094547139.USD","LU0456854461.SGD","IE000YTNTUN2.SGD","LU0726765562.USD","LU0068578508.USD","LU1366333091.USD","LU2552382058.USD","LU2430703178.SGD","LU1202635105.USD","IE00B19Z8X17.USD","IE00BKPKM429.USD","LU2133065610.SGD","STCE","BK4528","LU0130103400.USD","LU2125909247.SGD","SPTE","SG9999001440.SGD","HK0000914686.HKD","LU0234572021.USD","LU0265550946.USD","LU0960925559.SGD","IE0034235295.USD","LU0545039389.USD","LU1989772923.USD","LU2236285917.USD","LU0792757196.USD","CMGG","LU1564329032.USD","LU2125909593.SGD","LU2210150020.SGD","SGXZ31699556.SGD","MSFO","LU0786609619.USD","LU1721429741.USD","ABFL","IEO","LU1623119135.USD","LU0648000940.SGD","LU2092627202.USD","LU0345774391.USD","LU0124676726.USD","LU2430703095.HKD","LU2347655156.SGD","BK4550","MNRS","LU1003077747.HKD","LU1116320737.USD","DIPS","LU0820561909.HKD","SG9999000418.SGD","HK0000532082.HKD","IE0005OL40V9.USD","LU1571399168.USD","LU2403377893.USD","PBJ","IE00B19Z3B42.SGD","LU1548497426.USD","LU1861559042.SGD","BK4138","FTEC","SG9999002224.SGD","LU0080751232.USD","BK4576","LU1064131342.USD","BK4023","LU0082616367.USD","NVDG","LU2357125470.USD","LU0289961442.SGD","LU1989773731.SGD","LU0225283273.USD","LU0708995401.HKD","LU2505996681.GBP","NVDX","LU1066051811.HKD","LU2087625088.SGD","USD","LU0889565833.HKD","IE00B4YYXB79.USD","IE0004445015.USD","IE00BZ199S13.USD","LU1489326972.SGD","LU0757359954.USD","LU1674673428.USD","SMHX","IE0034235188.USD","LU0081259029.USD","LU0048584097.USD","LU0426417589.USD","LU1712237335.SGD","IBLC","TYLG","LU0158827948.USD","SHOC","LU0784385170.HKD","LU0980610538.SGD","IREN","LU0823434583.USD","CLSE","LU1043141396.HKD","LU2063271972.USD","09388","IE00BMPRXQ63.HKD","LU0323591593.USD","LU2298321311.HKD","LU0354030438.USD","LU1868837300.USD","LU2097344431.USD","NVDQ","FTXN","SG9999015358.SGD","BK4592","LU1059921491.USD","IE00BQXX3D17.EUR","LU1267930813.SGD","LU2168564495.EUR","LU0211326839.USD","LU2237443895.HKD","LU2896262040.SGD","NVDU","LU0466842654.USD","LU0345780950.USD","LU0965509101.SGD","SG9999004303.SGD","LU2552382132.HKD","IE00BMPRXR70.SGD","LU1235294995.USD","LU1914381329.SGD","LU1032466523.USD","TRUN","SNVD.UK","LU0477156797.USD","GAMR","LU0788109394.HKD","LU1670711040.USD","LU1778281490.HKD","LU2361044865.SGD","LU1803068623.USD","SG9999014914.USD","LU2458330243.SGD","ESUM","IE0000B7K699.USD","LU0215105999.USD","LU0898699433.AUD","LU2065169927.USD","LU2237443622.USD","IE0009356076.USD","ESLG","LU1366192091.USD","LU2237443382.USD","MSFC","LU0011850046.USD","LU2471134796.USD","LU0314104364.USD","LU1400636657.SGD","LU2023251221.USD","LU1642822529.SGD","LU1989764748.USD","LU2592432038.USD","LU1201861165.SGD","07388","LU0109391861.USD","LU2552382215.SGD","IE00BJTD4N35.SGD","LU2458330169.SGD","LU0942090050.USD","LU2100268510.USD","IE00B775H168.HKD","BK4543","BK4600","LU2054465674.USD","CMAG","LU0053666078.USD","LU0061475181.USD","LU2102340556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04:57","pubTimestamp":1791838648,"startTime":"0","endTime":"0","summary":"美国股市：纳斯达克指数收低，沙特机场遇袭推高油价且财报季临近路透10月12日-科技股权重较高的纳斯达克指数周一收低，此前沙特一座机场遭袭推动油价每桶飙升近2美元。利雅得国际机场周末遭到致命袭击后，原油期货价格大幅上涨。标普500指数.SPX下跌4.30点，跌幅0.06%，收报7,807.24点；纳斯达克指数.IXIC下跌120.27点，跌幅0.44%，收报27,245.90点。标普500指数有10只成分股创52周新高，5只创新低；纳斯达克指数有51只成分股创52周新高，318只创新低。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261012:nL6S45Y12Z:1","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":["FTXO","IYF","EFIV","MSFY","VGT","TFNS","CMG","CMAG","GSX","NULC","TYLG","FTEC","BREW","GAMR","MSFU","CNEQ","MSFD","MSFX","MSFL","CMGG","ROM","CRM","CLIX","IYG","PBJ","SNPE","MSFO","UYG","BAC","MSFW","SMSFTmain","TTXU","LU1144417596.USD","SBUX","XLF","OGIG","CRMG","VFH","IGV","ONLN","KBWB","FNCL","EBAY","IXN","MSFT","SPTE","MSFC","XLK","TDIV","SBU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2675076378","title":"麻省理工学院就云安全技术对亚马逊提起专利诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=2675076378","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2675076378?lang=zh_cn&edition=fundamental","pubTime":"2026-10-13 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02:41","pubTimestamp":1791830503,"startTime":"0","endTime":"0","summary":"本周还将公布美国9月份的消费者和生产者通胀数据以及零售销售数据。尽管美国国债市场因哥伦布日于周一休市，但随着能源价格居高不下加剧了通胀担忧。他称，由于债券市场缺乏明确方向，投资者态度谨慎。随着油价上涨，能源板块.SPNY在标普500指数的11大行业板块中涨幅最大，上涨1.4%。标普500指数有10只股票创下52周新高，5只创下52周新低；纳斯达克综合指数则有47只股票创下新高，277只创下新低。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261012:nL4T45Y171:1","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":["BK4581","LU1127390331.HKD","LU0154236417.USD","IE00B19Z8X17.USD","IE000WAW04H5.SGD","MYMmain","SG9999015358.SGD","LU0061475181.USD","LU2097829019.USD","LU1043141396.HKD","LU1221951129.SGD","LU0390134368.USD","HK0000304797.USD","LU2108987350.USD","LU1064131342.USD","SPUU","LU2242649171.HKD","LU0289961442.SGD","TQQY","LU2347655073.USD","LU2462591350.SGD","LU2543165471.USD","LU2471134952.CNY","TECS","LU2065170008.USD","LU2247934214.USD","BK4567","LU0708995401.HKD","LU0823417653.USD","LU0784383803.USD","LU0820561818.USD","LU0080751232.USD","LU0011850046.USD","LU1670711123.USD","LU0345774631.USD","LU1564329115.USD","LU0965509010.AUD","LU0689626769.HKD","LU0097036916.USD","LU0238689110.USD","LU1732799900.SGD","SMAX","DJX","LU2089283258.USD","CNEQ","LU1084165304.USD","LU0072461881.USD","SG9999015986.USD","LU0072462426.USD","EFIV","LU0314104364.USD","IE00BYQQ9H92.USD",".HXC","LU0345768153.USD","LU0528227936.USD","LU0323591593.USD","LU0823417737.USD","IE00BBT3K403.USD","LU1815333072.USD","LU0871640123.AUD","LU1934455277.USD","LU2106854487.HKD","LU1037948541.HKD","SGXZ31699556.SGD","QQQY","BK4579","LU2602419157.SGD","LU1334329650.SGD","IE00B3S45H60.SGD","LU1582986433.USD","LU2298321311.HKD","SPYU","DJIA","LU1267930730.SGD","LU2491050071.SGD","IYW","LU1914381329.SGD","LU1935042488.USD","LU0094547139.USD","LU1571399168.USD","IE000F7OJYX1.SGD","LU2357305700.SGD","SG9999014575.USD","LU0266013472.USD","LU2168563687.JPY","LU0203201768.USD","LU1400636574.HKD","GPIX","LU2271345857.HKD","LU1642822529.SGD","LU2111349929.HKD","IE00BLSP4452.SGD","IE00B19Z9505.USD","LU1066051811.HKD","LU1551013425.SGD","DBSC","LU0894486033.HKD","LU0061474960.USD","ITOT","OGIG","LU1564329032.USD","LU1852331112.SGD","SGXZ80539844.SGD","LU0690374615.EUR","LU0069063385.USD","03086","LU0162691827.USD","LU2413666699.HKD","LU0345770993.USD","LU1989773731.SGD","IE00BJJMRY28.SGD","LU0348723411.USD","LU1988902786.USD","LU2491049909.HKD","LU1868836914.USD","LU0395794307.EUR","LU1585245621.USD","BK4548","LU2750360641.GBP","MSFL","LU2210150020.SGD","LU2756315318.SGD","LU0208291251.USD","LU2896262040.SGD","LU2505996509.AUD","LU0096362180.USD","LU1721428933.USD","MMAX","QLD","IE00BKVL7J92.USD","LU1582987597.SGD","MSFX","IE00BFSS7M15.SGD","GB00B4QBRK32.GBP","IVV","LU1032466523.USD","LU1564329461.SGD","LU1815336760.USD","QQQJ","SGXZ99366536.SGD","LU1934455863.HKD","LU1935043452.HKD","LU0210533765.USD","SPLV","DGRO","SPYV","LU1989772923.USD","LU1623119135.USD","JEPQ","LU1934455194.USD","MSFO","LU2746668974.SGD","LU1839511570.USD","SPYQ","LU0310799852.SGD","LU0965508806.USD","LU2362541513.USD","LU1983260115.SGD","LU0053666078.USD","LU0308772762.SGD","LU1935043536.SGD","LU1244550494.USD","IE0034235295.USD","SCHB","IE00BWXC8680.SGD","LU1236620750.USD","LU2720916845.USD","LU0061474705.USD","LU0203202063.USD","LU0198837287.USD","LU0787776722.HKD","LU1496350502.SGD","MSFU","LU2097344357.USD","LU1188199696.SGD","IE0001KFT4U8.USD","LU2092937148.SGD","LU1066051225.USD","NQmain","LU1280957306.USD","BMAY","LU2023251221.USD","DMAX","VGT","LU0225283273.USD","LU2237438978.USD","LU2237443622.USD","LU0795875086.SGD","MSFT","VEU","LU0345769631.USD","LU0640476718.USD","DIA","MSFY","LU0215105999.USD","QQQE","LU0868494617.USD","LU1400636491.USD","LU1121112475.USD","HK0000819398.USD","LU1301847155.USD","IE000BZT7R73.USD","PSQ","SDS","LU0133085943.USD","LU2191332357.HKD","LU1582986359.USD","IE0002270589.USD","IE00B4YYXB79.USD","LU1551013342.USD","LU2242650005.HKD","SPHD","BK4576","LU2168564065.EUR","IE00BZ1G4Q59.USD","IE00BDCRKT87.USD","BK4533","LU0128525929.USD","LU1366333091.USD","ACWI","LU0109391861.USD","LU2286300806.USD","LU2360032135.SGD","SGXZ51526630.SGD","SCHD","TTXU","IE00BN8TJ469.HKD","VUG","IE00B775H168.HKD","LU0426412945.USD","SGXZ81514606.USD","LU2506952170.USD","SG9999015978.USD","LU1670628061.USD","IE000W1ABFV2.USD","NULC","LU0689472784.USD","LU0642271901.SGD","SDOW","BK4554","LU0823421416.USD","TSPY","LU2999663052.SGD","LU1935042215.USD","SG9999014906.USD","IE0004445015.USD","LU1323610961.USD","LU1732800096.USD","LU2361045086.USD","DDM","LU0143551892.USD","RSPN","LU0820561909.HKD","IE00BMPRXR70.SGD","LU0557290698.USD","LU1989772840.SGD","LU0965509283.SGD","IE00BQXX3F31.USD","IE00B19Z8W00.USD","LU1046421795.USD","QDTE","LU20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23:19","pubTimestamp":1791818340,"startTime":"0","endTime":"0","summary":"核心要点微软表示，未来其 Maia 系列 AI 芯片部署规模将达到数吉瓦算力级别。微软 Azure Maia 300 芯片原型历经多年依赖英伟达图形处理器之后，微软将扩大自研人工智能芯片的使用规模，这家软件巨头意在强化自身全栈 AI 能力。微软于周一正式发布第三代 Maia AI 加速芯片，并表示后续处理业务请求将主要依靠自家芯片硬件。微软也在开发自研大模型，不过在由 OpenAI、Anthropic、谷歌主导的市场中，自研模型尚未形成重大影响力。英伟达依旧会是微软重要的合作伙伴。","market":"fut","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/2026-10-12/doc-iniuytnv5233718.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1236620750.USD","LU2543165471.USD","IGV","LU2347655073.USD","AIPI","IE00B3M56506.USD","SG9999000418.SGD","LU0095938881.EUR","HK0000306701.USD","TEK","LU2065171402.SGD","LU0345769631.USD","LU0162691827.USD","LU1861127337.USD","LU2294711713.HKD","LU1674673428.USD","LU1564329032.USD","NVDL","TDIV","LU0979878070.USD","IE00B775SV38.USD","2NVD.UK","IE00B19Z8X17.USD","IE00BDRTCR15.USD","IE00BFXG0V08.USD","CMAG","LU0265550946.USD","LU2362541513.USD","LU2506952170.USD","BK4535","LU1989772923.USD","LU0124676726.USD","NVDA","NVII","LU1301847155.USD","LU0882574139.USD","BK4549","IE000F7OJYX1.SGD","LU2237957811.SGD","LU0081259029.USD","LU1917777945.USD","LU0302445910.USD","LU0784383803.USD","BK4533","LU1868836914.USD","NVDY","LU2125909916.SGD","BK4598","MSFC","IE00BKPKM429.USD","LU2265009873.SGD","LU0256863902.USD","LU2237443978.SGD","LU2361044949.HKD","LU1506573853.SGD","LU1496350171.SGD","LU1778281490.HKD","LU2065169927.USD","LU2462591350.SGD","LU0072461881.USD","LU0950375773.USD","LU0061475181.USD","LU2360106780.USD","LU0158827948.USD","LU0354030438.USD","BK4503","SG9999017495.SGD","LU0949170772.SGD","LU2362541273.HKD","IE00BYXW3230.USD","LU2357125470.USD","IE0000B7K699.USD","SNVDAmain","IE00BBT3K403.USD","SG9999004303.SGD","LU1228905037.USD","LU0289739343.SGD","LU2420271590.USD","LU0057025933.USD","LU2413666426.HKD","09388","LU0174119429.USD","LU0494093205.USD","SG9999002232.USD","BK4579","LU2746668974.SGD","LU2506951792.HKD","LU1670711123.USD","LU1951200564.SGD","LU1633808545.USD","LU1868837136.USD","LU1280957306.USD","LU0964807845.USD","LU2456880835.USD","LU2213496289.HKD","BK4141","NVDX","LU2720916845.USD","LU0472753341.HKD","LU0345768740.USD","LU0957791311.USD","LU0476273544.USD","DIPS","LU0070217475.USD","BK4528","LU2089284900.SGD","LU0444971666.USD","LU0096362180.USD","METV","LU2637965513.SGD","LU2931357623.SGD","LU2237443622.USD","BK4516","IE00BYQQ9H92.USD","LU1323610961.USD","LU1670628061.USD","LU2249611893.SGD","LU1674673691.USD","LU2272731600.USD","LU0965509283.SGD","LU1934455863.HKD","LU1116320737.USD","IE000WAW04H5.SGD","LU0316494557.USD","LU0109392836.USD","LU1880398554.USD","LU2087625088.SGD","OGIG","LU0353189763.USD","LU0672654240.SGD","LU1720051108.HKD","LU0738911758.USD","SG9999015945.SGD","IE00B1XK9C88.USD","LU0820561818.USD","09788","LU0211328371.USD","SG9999014575.USD","LU2286300806.USD","LU0545039389.USD","LU2602419157.SGD","LU0133085943.USD","LU0426417589.USD","LU2210150020.SGD","LU0097036916.USD","ROM","BK4585","LU1721428933.USD","THMR","LU0708994859.HKD","IE00B7KXQ091.USD","LU0417517546.SGD","LU1228905540.USD","LU2065170008.USD","LU0128525929.USD","LU1992135399.USD","LU2430703095.HKD","LU2097344431.USD","LU1935043536.SGD","LU1069344957.HKD","LU1066053197.SGD","LU0154236417.USD","IE0034235295.USD","LU2487616109.SGD","LU1564329628.SGD","LU0689472784.USD","SNVD.UK","LU0985320562.USD","LU2746668461.USD","HK0000819398.USD","LU2458330243.SGD","LU1697837992.HKD","ILDR","LU1582986359.USD","LU0912757837.SGD","LU2756315664.SGD","LU0070302665.USD","IE0034235188.USD","LU2168564222.USD","USD","BK4554","IE00B5949003.HKD","LU1861559042.SGD","LU0757359368.USD","IE00BZ199S13.USD","LU2097344357.USD","BK4614","LU2065171311.SGD","IE00BK4W5M84.HKD","LU0557290698.USD","LU1074936037.SGD","LU2413666699.HKD","LU1983260115.SGD","MSFU","IXN","LU1316542783.SGD","LU0310799852.SGD","SG9999001077.SGD","IE0005OL40V9.USD","LU2210149790.SGD","BK4538","LU0203201768.USD","LU2250418816.HKD","LU0048584097.USD","LU2125154935.USD","LU0859254822.USD","LU1242518857.USD","LU1923623000.USD","LU2168564149.EUR","GAMR","LU2404859741.USD","IE00BJJMRX11.SGD","LU1861220033.SGD","MSFW","SG9999015952.SGD","LU1235294995.USD","LU2125909593.SGD","LU0787776722.HKD","NVDW","LU0082616367.USD","LU0354030511.USD","LU1791710582.SGD","LU2750360997.AUD","LU1712237335.SGD","LU1803068623.USD","LU0345770308.USD","LU0642271901.SGD","LU0898699433.AUD","LU0942090050.USD","LU1059921491.USD","SG9999014559.SGD","LU2089985449.USD","LU1429558221.USD","LU0215105999.USD","ANV","LU0061474705.USD","LU0823434740.USD","LU0310800379.SGD","LU0256863811.USD","IE000W1ABFV2.USD","LU0347712357.USD","LU0077335932.USD","LU0943347566.SGD","USXF","LU0724617625.USD","LU0784384876.USD","IE00BFXG1179.USD","LU2290526834.HKD","LU0107464264.USD","LU1400636574.HKD","CHAT","LU0879622024.SGD","LU0390134368.USD","SG9999015358.SGD","IE0004445239.USD","SMSFTmain","ESLG","LU0210536198.USD","LU1923622291.USD","NVD2.UK","LU0823417737.USD","LU1868836591.U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大摩：市场反应过度 OCP峰会有望催化半导体股","url":"https://stock-news.laohu8.com/highlight/detail?id=2674080560","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674080560?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 22:20","pubTimestamp":1791814839,"startTime":"0","endTime":"0","summary":"不过，摩根士丹利强调，原生800V机柜的部署推迟，并不意味着整个800V供电技术转型陷入停滞。然而，随着市场传出800V技术部署可能延迟的消息，相关股票估值明显回落。摩根士丹利指出，随着AI服务器供电需求快速增长，OCP全球峰会近年来明显增加了电源及数据中心设施相关议题。","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/1506190.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":["BK4581","LU1127390331.HKD","LU0052756011.USD","LU0154236417.USD","IE00B19Z8X17.USD","IE000WAW04H5.SGD","LU0982800491.AUD","SG9999015358.SGD","LU0061475181.USD","LU2097829019.USD","LU1043141396.HKD","LU1221951129.SGD","LU0390134368.USD","HK0000304797.USD","BK4549","LU2108987350.USD","LU1064131342.USD","LU2242649171.HKD","LU0289961442.SGD","HK0000320264.USD","LU2347655073.USD","LU2462591350.SGD","LU2543165471.USD","LU2471134952.CNY","GOOP","LU2065170008.USD","LU2247934214.USD","BK4567","LU0496365809.HKD","LU0708995401.HKD","LU0784383803.USD","LU0823417653.USD","LU0820561818.USD","LU0080751232.USD","IE00B3T34201.USD","LU0011850046.USD","LU1670711123.USD","LU0345774631.USD","LU1564329115.USD","LU0965509010.AUD","LU0689626769.HKD","LU2272731865.HKD","LU2506951792.HKD","GOOX","LU0097036916.USD","LU0238689110.USD","LU1732799900.SGD","LU0274383776.USD","LU2322448957.HKD","THMR","LU2360107168.USD","METV","LU2089283258.USD","CNEQ","LU1084165304.USD","LU0072461881.USD","SG9999015986.USD","LU0072462426.USD","EFIV","LU0314104364.USD","IE00BYQQ9H92.USD","LU2357125470.USD","LU0345768153.USD","LU0528227936.USD","SHOC","LU0323591593.USD","LU0823417737.USD","BK4141","IE00BBT3K403.USD","LU1815333072.USD","LU0871640123.AUD","LU1934455277.USD","LU2106854487.HKD","LU1037948541.HKD","SGXZ31699556.SGD","BK4579","LU2602419157.SGD","NVDG","LU1334329650.SGD","IE00B3S45H60.SGD","LU1582986433.USD","LU2298321311.HKD","3NVD.UK","LU1267930730.SGD","LU1861558580.USD","LU2491050071.SGD","LU1914381329.SGD","LU1935042488.USD","FBX","LU0094547139.USD","LU1571399168.USD","IE000F7OJYX1.SGD","LU2357305700.SGD","BK4561","LTL","SG9999014575.USD","LU0266013472.USD","LU2168563687.JPY","VOX","LU0203201768.USD","LU1400636574.HKD","LU2271345857.HKD","LU1642822529.SGD","SOXX","ANV","SNVDAmain","LU2111349929.HKD","SMETAmain","IE00BLSP4452.SGD","IE00B19Z9505.USD","LU1066051811.HKD","LU1551013425.SGD","GGLL","LU0894486033.HKD","FBL","LU0061474960.USD","LU0868494708.USD","OGIG","LU1564329032.USD","LU1852331112.SGD","SGXZ80539844.SGD","LU0690374615.EUR","LU0069063385.USD","NVDW","LU0203347892.USD","LU0162691827.USD","LU2413666699.HKD","LU0345770993.USD","LU1989773731.SGD","BK4529","IE00BJJMRY28.SGD","LU0348723411.USD","LU1988902786.USD","LU2491049909.HKD","ESUM","LU1868836914.USD","IE00B3PB1722.GBP","GOOY","BK4548","LU0395794307.EUR","LU1585245621.USD","LU2210150020.SGD","LU2750360641.GBP","LU2756315318.SGD","LU0208291251.USD","LU2896262040.SGD","LU1929549753.HKD","LU0096362180.USD","LU1721428933.USD","LU2505996509.AUD","IE00BKVL7J92.USD","LU1582987597.SGD","LU1162221912.USD","LU2249611893.SGD","MSFX","IE00BFSS7M15.SGD","GB00B4QBRK32.GBP","ABFL","LU1032466523.USD","LU1564329461.SGD","LU1815336760.USD","SGXZ99366536.SGD","LU1934455863.HKD","SOXY","LU1935043452.HKD","LU0210533765.USD","LU1989772923.USD","LU1623119135.USD","LU1934455194.USD","LU1201861165.SGD","MSFO","ARTY","LU2746668974.SGD","XLC","LU1839511570.USD","LU0310799852.SGD","LU0965508806.USD","LU2362541513.USD","LU1983260115.SGD","LU0251131958.USD","LU0053666078.USD","LU0308772762.SGD","LU1935043536.SGD","HK0000320223.HKD","IE00BZ199S13.USD","NVDO","LU1244550494.USD","IE0034235295.USD","NVD3.UK","LU2129689605.HKD","IE00BWXC8680.SGD","LU1236620750.USD","LU2720916845.USD","LU0061474705.USD","LU2272731600.USD","LU0203202063.USD","LU0198837287.USD","LU0787776722.HKD","LU1496350502.SGD","LU1894683264.USD","METW","MSFU","LU2097344357.USD","LU1188199696.SGD","IE00BDGV0183.EUR","IE0001KFT4U8.USD","LU2092937148.SGD","LU1066051225.USD","LU1280957306.USD","LU1861220033.SGD","LU2023251221.USD","VGT","LU0225283273.USD","LU2237438978.USD","LU2237443622.USD","LU0795875086.SGD","WOLF","MSFT","LU1699723380.USD","IE000Q6AESB8.SGD","LU0345769631.USD","LU0477156953.USD","LU0640476718.USD","LU0979878070.USD","MSFY","LU0215105999.USD","LU0868494617.USD","LU0985489474.SGD","LU1400636491.USD","LU1121112475.USD","HK0000819398.USD","LU2473716301.USD","LU1301847155.USD","GOOGL","IE00B894F039.SGD","LU0203345920.USD","BK4604","IE000BZT7R73.USD","AIFD","LU0133085943.USD","LU2191332357.HKD","BK4512","LU1582986359.USD","IE0002270589.USD","IE00B4YYXB79.USD","ONG","LU1551013342.USD","LU2242650005.HKD","BK4576","LU0320765646.SGD","LU2290526834.HKD","LU2168564065.EUR","IE00BZ1G4Q59.USD","IE00BDCRKT87.USD","BK4533","LU0128525929.USD","LU1366333091.USD","LU0109391861.US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