美股详情

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超微电脑

58.97

-1.7400-2.87%

盘后：58.72-0.2500-0.42%17:41 EDT

成交量：4,640.21万

成交额：28.07亿

市值：351.94亿

市盈率：32.17

高：62.36

开：62.11

低：58.46

收：60.71

数据加载中...

总览公司新闻公告

财报前瞻 | 超微电脑迎来AI订单兑现大考，股价能否再攀高峰？

Form 4 | Super Micro Computer的董事长兼总裁兼CEO Charles Liang 减持200,000股

老虎公告助手

Form 4 | Super Micro Computer, Inc. 董事刘梁 Chiu-Chu Sara 减持200000股

老虎公告助手

超微电脑7月29日成交额为34.37亿美元

【国元研究】电子行业周报——小马智行在三城开启自动驾驶公开道路测试，特斯拉25Q2业绩下滑

期权大单 | AMD提价引多头押注，看涨期权爆量；英伟达、特斯拉交投火热！SMCI暴涨10%引爆关注

美股成交额TOP20｜特斯拉续涨3%；英伟达再创历史新高，市值突破4.3万亿美元；超微电脑飙涨逾10%

环球市场播报

Form 144 | Super Micro Computer 高管 Liang Charles 拟减持20万股，总市值约1200万美元

老虎公告助手

超微电脑（SMCI）：打造领先的英伟达Blackwell高性能AI服务器

TradingKey中文

美股异动 | 超微电脑(SMCI.US)盘中拉升涨超8% 年内累涨90%

超微电脑快速拉升，CEO称欧洲需求增长非常快，将加大投资

老虎资讯综合

超微电脑盘中异动股价大涨5.04%

美股夜盘｜科技股普涨，超微电脑涨超3%；加密货币概念集体走强，SBET涨超6%

老虎资讯综合

超微电脑7月25日成交额为18.35亿美元

超微电脑7月24日成交额为19.71亿美元

超微电脑7月22日成交额为15.89亿美元

【国元研究】电子行业周报——美国批准H20和MI308对中出售，台积电25年营收增长区间上调至30%

超微电脑7月21日成交额为20.11亿美元

半导体与半导体生产设备行业周报：美国批准H20和MI308对中出售台积电25年营收增长区间上调至30%

国元证券股份有...

超微电脑7月18日成交额为16.72亿美元

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14:26","pubTimestamp":1753856799,"startTime":"0","endTime":"0","summary":"美东时间2025年7月29日，超微电脑成交额为34.37亿美元，成交额较昨日减少18.90%，当日成交量为5748.83万股。超微电脑于2025年7月29日跌2.36%，报58.63美元，该股过去5个交易日涨17.59%，年初至今涨92.36%，过去60日涨79.13%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-29|34.37亿|-18.90%|5748.83万|#|2025-07-28|42.38亿|130.89%|7257.88万|#|2025-07-25|18.35亿|-6.89%|3430.84万|#|2025-07-24|19.71亿|51.38%|3767.93万|#|2025-07-23|13.02亿|-18.05%|2524.96万|Super Micro Computer Inc为云计算、数据中心、大数据、高性能计算和“物联网”嵌入式市场提供高性能服务器技术服务。","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=nesSN20250730142646a6c91d33&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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彭琦沈晓涵小马智行在三城开启自动驾驶公开道路测试，特斯拉25Q2业绩下滑——电子行业周报本周市场回顾1）海外AI芯片指数本周上涨1.4%，AMD股价持续上涨，本周涨幅约为6%，台积电和博通涨幅超2%，英伟达股价小幅上涨，Marvell和MPS股价出现小幅下滑。重大事件1）小马智行宣布已在北京、广州、深圳三城正式启动7×24小时全天候自动驾驶公开道路测试。2）特斯拉25Q2收入下滑12%，毛利润下滑15%。","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=nesSN20250730073751a6c87ea7&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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| AMD提价引多头押注，看涨期权爆量；英伟达、特斯拉交投火热！SMCI暴涨10%引爆关注","url":"https://stock-news.laohu8.com/highlight/detail?id=1149569791","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149569791?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 10:55","pubTimestamp":1753757717,"startTime":"0","endTime":"0","summary":"截至收盘，道琼斯指数跌0.14%，纳斯达克综合指数涨0.33%，标普500指数涨0.02%。期权市场总成交量42,389,593张合约，其中看涨期权占比62%。$NVDA 20250801 175.0 CALL$ $Palantir$隔夜小幅下跌，期权合约成交62.33万张，8月1日到期的160美元的行权看涨期权交易量特别高，共有52,983份合约交易。$AMD 20250801 175.0 CALL$ 消息方面：在有报道称AMD正在考虑将其Instinct MI350系列AI芯片的平均售价从1.5万美元上调至2.5万美元。8月1日到期的60美元的行权看涨期权交易量特别高，共有76,215份合约交易。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSLA","AMD","NVDA","PLTR","SMCI"],"gpt_icon":1},{"id":"2555704649","title":"美股成交额TOP20｜特斯拉续涨3%；英伟达再创历史新高，市值突破4.3万亿美元；超微电脑飙涨逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555704649","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555704649?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 05:35","pubTimestamp":1753738500,"startTime":"0","endTime":"0","summary":"周一美股成交额第1名$特斯拉$收高3.02%，成交365.99亿美元。$特斯拉$与$三星电子$达成165亿美元芯片合同。第2名$英伟达$收高1.87%，成交244.88亿美元。第3名AMD收高4.32%，成交117.47亿美元。Meta将在7月30日公布的二季度财报。美银全球研究部重申对该股的“买入”评级，目标价775美元。第12名$Coinbase$收跌3.11%，成交42.83亿美元。此外，据媒体报道，美国商务部长卢特尼克当地时间27日宣布，特朗普政府将在两周内公布对半导体进口的国家安全调查结果。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f1b4e565581597c44224520fcd1aca6c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-07-29/doc-infiaqyf5026294.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["TSLA","NVDA","SMCI"],"gpt_icon":1},{"id":"1101606430","title":"Form 144 | Super Micro Computer 高管 Liang Charles 拟减持20万股，总市值约1200万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1101606430","media":"老虎公告助手","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101606430?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 05:10","pubTimestamp":1753737010,"startTime":"0","endTime":"0","summary":"Super Micro Computer高管Liang Charles拟于美东时间2025年7月28日出售200,000股普通股票，总市值约为1200万美元。过去3个月内，Liang Charles已经累计减持500,000股，总市值约为2200万美元。","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":"-1","news_top_title":"Form 144 | Super Micro Computer 高管 Liang Charles 拟减持20万股，总市值约1200万美元","news_tag":"insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCI"],"gpt_icon":0},{"id":"2555018517","title":"超微电脑（SMCI）：打造领先的英伟达Blackwell高性能AI服务器","url":"https://stock-news.laohu8.com/highlight/detail?id=2555018517","media":"TradingKey中文","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555018517?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 04:26","pubTimestamp":1753734399,"startTime":"0","endTime":"0","summary":"超微电脑（纳斯达克：SMCI）是人工智能革命中的领先企业，设计并制造高性能服务器，为全球最大的AI数据中心以及智能工厂和5G网络等边缘应用提供动力。预计2025财年收入将达到约220亿美元，反映了AI服务器的强劲需求，同比增长47%。这一增长主要由采用英伟达先进的Blackwell GPU的部署推动，超微电脑获得了该GPU供应的显著份额，约占英伟达GB200供应的25%，相当于约1万台服务器机架。超微电脑当前的远期市盈率接近22倍，2026财年的收入预计增长30%，其股票价值因其AI领导地位而极具吸引力。","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240220/798755b53374a4e43fee5be514e0f773.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240220/798755b53374a4e43fee5be514e0f773.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/250936185-super-micro-computer-smci-fundamental-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"超微电脑（SMCI）：打造领先的英伟达Blackwell高性能AI服务器","news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0323591593.USD","NVDD","LU1861220033.SGD","LU0957791311.USD","LU1435385759.SGD","LU2750360641.GBP","BK4529","LU0154236417.USD","NVD3.UK","NVD2.UK","LU0128525929.USD","LU1934455277.USD","NVDX","SG9999015341.SGD","3NVD.UK","LU0861579265.USD","IE00BMPRXN33.USD","NVIW.SI","LU2360032135.SGD","SMCI","LU0276348264.USD","LU1935042991.SGD","NVDS","NVD","LU1084165304.USD","LU0708994859.HKD","LU2361044949.HKD","2NVD.UK","NVDS.UK","NVDY","LU0289960550.SGD","LU1923622614.USD","LU2491050071.SGD","IE00BQXX3C00.GBP","LU2491049909.HKD","LU1935043536.SGD","IE00BFSS8Q28.SGD","LU1868837300.USD","LU0106261372.USD","LU0417517546.SGD","LU1267930730.SGD","LU1861127337.USD","SNVD.UK","LU1116320901.HKD","LU0787776722.HKD","NVDU","LU0689472784.USD","SG9999015358.SGD"],"gpt_icon":1},{"id":"2554770473","title":"美股异动 | 超微电脑(SMCI.US)盘中拉升涨超8% 年内累涨90%","url":"https://stock-news.laohu8.com/highlight/detail?id=2554770473","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554770473?lang=zh_cn&edition=fundamental","pubTime":"2025-07-28 22:59","pubTimestamp":1753714768,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周一，超微电脑(SMCI.US)盘中拉升涨超8%，年内已累涨90%，报58.88美元。消息面上，此前超微电脑首席执行官Charles Liang在接受采访时表示，该公司将加大在欧洲的制造投资，以满足人工智能领域的需求。Liang表示，欧洲的市场需求“增长速度非常快”，并且“已经制定了在欧洲加大投资的计划，包括在制造业方面的投资。”此外，据媒体报道，美国商务部长卢特尼克当地时间27日宣布，特朗普政府将在两周内公布对半导体进口的国家安全调查结果。","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":"http://www.zhitongcaijing.com/content/detail/1322855.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":["LU0053671581.USD","LU1861220033.SGD","BK4170","BK4585","BK4588","BK4543","SMCI","LU1861215975.USD"],"gpt_icon":0},{"id":"1169009497","title":"超微电脑快速拉升，CEO称欧洲需求增长非常快，将加大投资","url":"https://stock-news.laohu8.com/highlight/detail?id=1169009497","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169009497?lang=zh_cn&edition=fundamental","pubTime":"2025-07-28 22:53","pubTimestamp":1753714385,"startTime":"0","endTime":"0","summary":"7月涨幅超20%，年内涨幅已超93%。","market":"us","thumbnail":"https://static.tigerbbs.com/678e1592ae96659b31d9bd617e003408","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/678e1592ae96659b31d9bd617e003408"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"247c6fbcd7a1d4987fd5fb965fdd1bea","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCI"],"gpt_icon":0},{"id":"2554777246","title":"超微电脑盘中异动 股价大涨5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2554777246","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554777246?lang=zh_cn&edition=fundamental","pubTime":"2025-07-28 21:59","pubTimestamp":1753711192,"startTime":"0","endTime":"0","summary":"北京时间2025年07月28日21时59分，超微电脑股票出现波动，股价快速上涨5.04%。截至发稿，该股报57.21美元/股，成交量1068.37万股，换手率1.79%，振幅3.40%。超微电脑股票所在的电脑硬件行业中，整体涨幅为0.88%。其相关个股中，超微电脑、Transact Technologies Incorporated、Zspace, Inc.涨幅较大，AgEagle天线系统、昆腾、Unusual Machines, Inc.较为活跃，换手率分别为21.00%、2.96%、2.67%，振幅较大的相关个股有AgEagle天线系统、安高盟、Unusual Machines, Inc.，振幅分别为12.55%、7.50%、6.63%。","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=nesSN20250728215953a467e3cd&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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Digital、 SharpLink Gaming涨超6%，Upexi涨超4%，Cleanspark涨超3%，Strategy、Coinbase、Mara Holdings涨超2%；Opendoor涨超4%，Healthcare Triangle涨超5%；小马智行涨超5%，获上海自动驾驶运营牌照。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e9e5f083284039f245e2c0a3e4190dea","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["OPEN","SBET","HCTI","WRD","PONY","SMCI"],"gpt_icon":0},{"id":"2554471550","title":"超微电脑7月25日成交额为18.35亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2554471550","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554471550?lang=zh_cn&edition=fundamental","pubTime":"2025-07-26 14:15","pubTimestamp":1753510534,"startTime":"0","endTime":"0","summary":"美东时间2025年7月25日，超微电脑成交额为18.35亿美元，成交额较昨日减少6.89%，当日成交量为3430.84万股。超微电脑于2025年7月25日涨3.71%，报54.47美元，该股过去5个交易日涨5.22%，年初至今涨78.71%，过去60日涨51.31%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-25|18.35亿|-6.89%|3430.84万|#|2025-07-24|19.71亿|51.38%|3767.93万|#|2025-07-23|13.02亿|-18.05%|2524.96万|#|2025-07-22|15.89亿|-20.97%|3182.93万|#|2025-07-21|20.11亿|20.24%|3814.02万|Super Micro Computer Inc为云计算、数据中心、大数据、高性能计算和“物联网”嵌入式市场提供高性能服务器技术服务。","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=nesSN20250726141541a4645f17&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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14:02","pubTimestamp":1753423348,"startTime":"0","endTime":"0","summary":"美东时间2025年7月24日，超微电脑成交额为19.71亿美元，成交额较昨日增加51.38%，当日成交量为3767.93万股。超微电脑于2025年7月24日涨1.59%，报52.52美元，该股过去5个交易日跌0.44%，年初至今涨72.31%，过去60日涨40.92%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-24|19.71亿|51.38%|3767.93万|#|2025-07-23|13.02亿|-18.05%|2524.96万|#|2025-07-22|15.89亿|-20.97%|3182.93万|#|2025-07-21|20.11亿|20.24%|3814.02万|#|2025-07-18|16.72亿|-0.73%|3184.24万|Super Micro Computer Inc为云计算、数据中心、大数据、高性能计算和“物联网”嵌入式市场提供高性能服务器技术服务。","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=nesSN20250725140232a6c101c2&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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彭琦沈晓涵美国批准H20和MI308对中出售，台积电25年营收增长区间上调至30%——电子行业周报本周市场回顾1）海外AI芯片指数本周上涨4.3%，美国批准英伟达H20和AMD的MI308芯片重新出口到中国，带动海外芯片指数出现较大涨幅。重大事件1）英伟达宣布获美国政府批准在中国销售H20芯片后，AMD也宣布在审查通过后，重启向中国出售MI308芯片。4）台积电上调全年营收指引增长区间至30%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723073741a45d5c50&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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13:51","pubTimestamp":1753163484,"startTime":"0","endTime":"0","summary":"美东时间2025年7月21日，超微电脑成交额为20.11亿美元，成交额较昨日增加20.24%，当日成交量为3814.02万股。超微电脑于2025年7月21日跌0.52%，报51.5美元，该股过去5个交易日涨3.56%，年初至今涨68.96%，过去60日涨56.53%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-21|20.11亿|20.24%|3814.02万|#|2025-07-18|16.72亿|-0.73%|3184.24万|#|2025-07-17|16.84亿|6.42%|3153.46万|#|2025-07-16|15.83亿|-51.93%|3006.61万|#|2025-07-15|32.93亿|158.59%|6201.28万|Super Micro Computer Inc为云计算、数据中心、大数据、高性能计算和“物联网”嵌入式市场提供高性能服务器技术服务。","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=nesSN20250722135127a45b68f8&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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指数本周上涨2.2%，H20 和MI308 芯片重新出口中国将带动服务器需求预期。6）功率半导体指数本周上涨1.0%；A 股果链指数上涨6.5%，港股果链指数上涨2.0%。重大事件1）英伟达宣布获美国政府批准在中国销售H20 芯片后，AMD 也宣布在审查通过后，重启向中国出售MI308 芯片。3）思特威发布25 年中报预告，营收同比增加47%-59%。4）台积电上调全年营收指引增长区间至30%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721200200954b06a6&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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