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SP FUNDS S&P GLOBAL TECHNOLOGY ETF

50.61

+0.21000.42%

盘前：51.200.5900+1.17%08:16 EDT

成交量：2.55万

成交额：129.25万

市值：2.71亿

市盈率：- -

高：51.05

开：51.04

低：50.49

收：50.40

52周最高：52.38

52周最低：32.74

股本：535.00万

流通股本：535.00万

量比：0.52

换手率：0.48%

股息：0.33

股息率：0.66%

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

重点关注：三星电子、百事可乐、台积电

5岁的Win11跌落神坛网友呼唤Win12：最快也要2027年

Counterpoint：次季全球晶圆代工2.0市场营收按年增长25% 台积电份额升至42%

阿斯达克财经

受人工智能芯片需求拉动，台积电9月销售额同比大幅飙升

环球市场播报

Counterpoint：26Q2全球晶圆代工2.0市场营收同比增长25%至966亿美元先进封装成为关注焦点

台积电（TSM）Q3营收1.49万亿新台币创新高前三季度营收同比增41.1%

TrendForce：多家大厂布局VCSEL NPO 2031年VCSEL需求或至6.5亿颗

机构指台积电（TSM）2027年前营收增速有望超40% 上调目标价至4000新台币

Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战

盘前异动 | 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款

老虎资讯综合

再走长征路｜山海携手助振兴协作赋能启新程——专访甘肃静宁县委常委、副县长程艳庆

中国经营报

AI热潮推动，芬兰数据中心投资总额突破670亿欧元。

iPhone Duo曾计划配16GB内存！成本太高苹果扛不住：最终砍至12GB

知名科技分析师：将Palantir等列为2027年最值得关注的五家科技公司

英伟达支持的AI数据中心公司Firmus上市遇阻：拟募资55亿美元，投资者热情降温，股东股价一度暴跌30%

环球市场播报

台积电(TSM.US)Q3营收同比增51%超预期！市场紧盯2027资本开支、海外产能与晶圆定价

港股异动 | 台积电9月销售额环比减少0.6% 华虹宏力(01347)跌超9% 中芯国际(00981)跌超6%

大行评级丨花旗：2030年CPU市场规模料达3000亿美元，AMD目标价升至800美元

台积电第三季度营收增长50%，AI需求保持强劲

比亚迪李柯：英伟达仍是我们非常重要的芯片合作伙伴。

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17:50","pubTimestamp":1791453029,"startTime":"0","endTime":"0","summary":"大家呼唤Win12也是有原因的，一方面是Win11系统自从2021年6月份发布以来，如今已经5年多了，按照之前的节奏确实该升级了。从微软官方最新的表态来看，他们对Win12的态度依然是否认，今年没有计划发布Win12系统。但也有消息称微软内部也在评估借Win12的机会重塑体验，坏消息是就算真的有新系统，最快也要到2027年，甚至之后，也就是至少还得等一年多。","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://tech.ifeng.com/c/8x3NDLW2zwA","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":"fenghuang_stock","symbols":["LU0162691827.USD","LU1868837136.USD","IE000M9KFDE8.USD","LU3102509885.SGD","LU0056508442.USD","LU0345768153.USD","LU0316494557.USD","LU1868836757.USD","LU2404859741.USD","LU0053666078.USD","LU0494093205.USD","LU2347655073.USD","IE00BWXC8680.SGD","HK0000914686.HKD","LU0347712357.USD","LU2028103732.USD","LU1732799900.SGD","IE00BQXX3F31.USD","LU2361044865.SGD","LU1261432733.SGD","LU2954938101.SGD","IE0004086264.USD","LU2471134523.USD","LU1791710400.SGD","LU0203201768.USD","LU0265550359.USD","MSFW","LU0784384876.USD","LU1069347547.HKD","LU2433249047.HKD","LU0323591593.USD","LU1645745479.HKD","LU1778281490.HKD","LU2357627491.SGD","LU0210533765.USD","LU1988902786.USD","LU0175139822.USD","GB00B4QBRK32.GBP","LU2237438978.USD","IE00BYQQ9H92.USD","LU1697837992.HKD","IE00BBT3K403.USD","LU1059921491.USD","IE00B19Z3581.USD","LU2089283258.USD","LU1935042991.SGD","LU0912757837.SGD","LU0444973449.USD","LU2125154778.USD","LU2756315318.SGD","LU0898699433.AUD","LU1066051225.USD","LU2054465674.USD","LU0106261372.USD","MSFY","LU0310800379.SGD","LU0708995401.HKD","LU0154236417.USD","LU1989772840.SGD","IE00B5TLWC47.USD","LU0061475181.USD","LU2420271590.USD","LU1934455863.HKD","LU1670711123.USD","LU2362541513.USD","LU1582986359.USD","IE0004091025.USD","LU2236285917.USD","LU2286300806.USD","LU0345768740.USD","LU1316542783.SGD","LU2417539215.USD","CMAG","LU0081259029.USD","LU1670710588.SGD","LU0426417589.USD","LU2250418816.HKD","IE00BQXX3C00.GBP","LU0320765059.SGD","MSFT","SGXZ81514606.USD","SG9999015945.SGD","LU0345774631.USD","LU2999663052.SGD","SGXZ99366536.SGD","LU0417517546.SGD","LU1235295455.SGD","LU1989772923.USD","LU0265550946.USD","LU2210149790.SGD","LU0426412945.USD","LU0708994859.HKD","LU0276348264.USD","LU1064131342.USD","LU1228905037.USD","IE000BZT7R73.USD","LU0158827948.USD","IE0034235295.USD","LU0267386448.USD","IE00B3S45H60.SGD","LU0642271901.SGD","LU0109391861.USD","LU2764263203.CNY","IE00BDRTCR15.USD","LU0871640123.AUD","LU0079474960.USD","LU2506951875.HKD","LU1043141396.HKD","TTXU","LU2506951958.HKD","LU2456880835.USD","LU1917777945.USD","IE00B3SWFQ91.USD","IE00B4JS1V06.HKD","LU0061474960.USD","LU2213496289.HKD","BK4587","LU2275660780.HKD","LU2361045086.USD","SNPE","LU2458330243.SGD","LU0256863811.USD","LU0994945656.USD","LU2108987350.USD","IE00B5949003.HKD","SG9999002224.SGD","LU0210536198.USD","LU1066053197.SGD","GAMR","LU0861579265.USD","LU1548497426.USD","LU2168564222.USD","BK4527","LU2092937148.SGD","IE00BJTD4N35.SGD","LU1116320901.HKD","LU1188199696.SGD","LU2102340556.USD","MSFL","IE0002270589.USD","LU2413666426.HKD","LU2720916845.USD","SG9999001424.SGD","SG9999002232.USD","LU0158827781.USD","LU1791710582.SGD","IE00BZ1G4Q59.USD","LU0095938881.EUR","LU1803068623.USD","LU0784385170.HKD","IE00B19Z8W00.USD","LU0823434740.USD","LU1934455194.USD","HK0000819398.USD","LU0096362180.USD","SGXZ31699556.SGD","LU0187121727.USD","LU0726765562.USD","LU2095319765.USD","LU2362540622.SGD","LU2552382132.HKD","LU0127658192.USD","LU1674673428.USD","BK4538","CNEQ","LU0170899867.USD","LU1732800096.USD","LU0345774391.USD","BK4612","LU2097344431.USD","LU1823568750.SGD","LU0345770993.USD","LU0070302665.USD","LU0345769128.USD","HK0000914660.USD","LU1934455277.USD","LU1868836914.USD","LU1691799644.USD","LU2210150020.SGD","LU1366192091.USD","LU1642822529.SGD","SG9999015978.USD","LU0077335932.USD","SG9999014542.SGD","LU0096364046.USD","LU0957791311.USD","LU0859254822.USD","LU1035775433.USD","LU1301847155.USD","LU1236620834.HKD","LU0057025933.USD","LU0308772762.SGD","LU0211331839.USD","LU1032466523.USD","LU0795875169.SGD","BK4532","LU0757359368.USD","LU0882574139.USD","IE00BKDWB100.SGD","LU2168563687.JPY","LU1037948541.HKD","LU2360032135.SGD","LU1551013425.SGD","LU2746668461.USD","IE000WAW04H5.SGD","LU2506952170.USD","SG9999015986.USD","LU0964807845.USD","LU0069063385.USD","LU1035773651.USD","LU1400636657.SGD","LU2404859667.USD","GB00B4LPDJ14.GBP","TDIV","LU0310799852.SGD","LU1935043536.SGD","LU1046421795.USD","LU0466842654.USD","LU2168564495.EUR","LU0949170426.SGD","IE00BK4W5L77.USD","LU1003077747.HKD","LU0965509101.SGD","LU2462157665.USD","LU2506952097.USD","LU1121112475.USD","LU2326559502.SGD","LU1196500208.SGD","LU2125154935.USD","IE00BFXG0V08.USD","LU1506573853.SGD","SG9999015341.SGD","LU0390134368.USD","LU2047632596.USD","IE00BJJMRX11.SGD","LU0757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台积电份额升至42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673974020","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673974020?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 17:08","pubTimestamp":1791450480,"startTime":"0","endTime":"0","summary":"Counterpoint Research调查显示，第二季全球晶圆代工2.0市场营收按年增长25%至966亿美元，增速较第一季的24%进一步提升。Counterpoint Research预计，在AI需求的推动下，台积电2026年全年营收将按年增长约43%。此外，估计今年台积电CoWoS供需缺口将维持在20%左右，随着其内部产能向每月18.5万片晶圆规模扩展，该缺口将在2027年收窄至约10%。除台积电以外的纯晶圆代工厂营收按年增长18%，较第一季的9%实现翻倍增长。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250731162948870_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250731162948870_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548362/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548362/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU2211815571.USD","BK4503","LU0792757196.USD","LU0572939691.SGD","SGXZ99366536.SGD","LU2750360997.AUD","LU0965509101.SGD","LU2471134879.HKD","LU0965509283.SGD","LU0094547139.USD","LU2471134523.USD","LU2089284900.SGD","IE00B5TLWC47.USD","SGXZ51526630.SGD","LU1211504680.USD","BK4512","LU0348723411.USD","LU2271345857.HKD","IE00B3M56506.USD","LU0056508442.USD","LU0143863784.USD","LU1037948541.HKD","LU0158827781.USD","LU0124676726.USD","LU0359202008.SGD","LU1868837722.USD","LU1037948897.HKD","LU0264606111.USD","LU0882747503.HKD","CWI","BK4527","LU1989764664.SGD","LU1316542783.SGD","LU0072462343.USD","LU0158827948.USD","LU0965509010.AUD","LU0541502299.USD","LU0323591593.USD","BK4532","IE0004091025.USD","LU2458330169.SGD","CGGO","LU2860962120.EUR","IE00BZ199S13.USD","SPTE","LU2063271972.USD","TSMU","CNEQ","LU2491049909.HKD","03145","TSMZ","ASIA","LU2133065610.SGD","LU1868837565.USD","TWSC","LU0541501648.USD","LU0175139822.USD","LU0823414478.USD","LU0082616367.USD","LU1989772923.USD","WUGI","LU1989764748.USD","LU2106854487.HKD","IE00BKPKM429.USD","LU2458330243.SGD","LU2023250504.SGD","BK4591","BK4534","LU0861579265.USD","LU1712237335.SGD","IE00BQXX3C00.GBP","FDTX","IE0004086264.USD","IE00BD6J9T35.USD","LU1267930490.SGD","LU1623119135.USD","LU2247934214.USD","LU2543165471.USD","SG9999000418.SGD","SG9999004220.SGD","LU0359201612.USD","AIQ","TSMX","LU0198837287.USD","LU1852331112.SGD","LU2663582299.SGD","SGXZ81514606.USD","LU0211328371.USD","LU2041044095.USD","LU2750360641.GBP","LU0889565833.HKD","BK4554","LU2211814178.USD","TSMG","LU1023057109.AUD","LU1934455194.USD","BAI","SMH","LU1267930813.SGD","IE00BQXX3F31.USD","BK4550","CORO","BK4585","BK4602","STSM","LU2237443622.USD","LU2360032135.SGD","LU2092937221.SGD","LU0384037296.USD","AVEM","IE00BQXX3D17.EUR","LU0878005551.USD","BK4505","LU0109392836.USD","LU1508157978.USD","LU2360108059.USD","BK4543","LU2087625088.SGD","LU2249611893.SGD","LU0211327993.USD","LU2491050154.USD","LU0289960550.SGD","LU0823414551.USD","TSM","LU2237443978.SGD","LU2237443549.SGD","IE00BHPRN162.USD","LU2237443382.USD","AVSE","LU0642271901.SGD","BK4533","CGIC","HK0000107257.USD","LU1934455277.USD","LU2028103732.USD","ADVE","ESIM","CGNG","BK4548","AVXC","LU0965508806.USD","LU2506951792.HKD","LU2111349929.HKD","LU0316494557.USD","LU0238689110.USD","TSMY","BK4526","LU1323610961.USD","LU0572940350.SGD","LU1934455863.HKD","LU0353189763.USD","LU0359201885.HKD","LU1917777945.USD","LU1989772840.SGD","LU2471134796.USD","LU0719512351.SGD","LU2298321311.HKD","LU1803068979.SGD","TINS","IE00BYQQ9H92.USD","LU1048588211.SGD","BK4605","LU0878004406.USD","LU0689626769.HKD","LU2125154935.USD","LU2250418816.HKD","EMM","LU2023251221.USD","IE0004445239.USD","EMC","SPWO","LU0353189680.USD","LU2360106780.USD","LU2125154778.USD","LU0889566641.SGD","LU1282649810.SGD","BK4141","KNOW","MEMX","LU0823421416.USD","BK4612","IE00BFXG0V08.USD","LU2054465674.USD","LU0345770993.USD","LU2491050071.SGD","BK4581","BLOX","LU2357125470.USD","LU1282649067.USD","LU2294711713.HKD","BK4588","LU2089283258.USD","TTEQ","LU0488056044.USD","LU0345770308.USD","LU1868838027.USD","LU0823421333.USD","LU2471134952.CNY","UMMA","LU0143863198.USD","TEK","CHPX","LU0310799852.SGD","CGDG","LU1974910355.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673205100","title":"受人工智能芯片需求拉动，台积电9月销售额同比大幅飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=2673205100","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673205100?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 17:01","pubTimestamp":1791450060,"startTime":"0","endTime":"0","summary":"全球最大晶圆代工厂台积电公布，9 月营收为 5118.6 亿新台币，同比增长 54.6%，环比 8 月下滑 0.6%。公司第三季度营收约为 1.49 万亿新台币。在这份月度营收数据公布前，台积电股价收盘下跌 1.35%。英伟达、苹果均是台积电的客户。人工智能高端芯片需求爆发，台积电成为主要受益方。该设备是制造更先进芯片的核心技术，台积电由此与三星电子一道，成为这项新技术的采购客户。台积电定于下周正式公布第三季度完整财报。","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/2026-10-08/doc-iniupafi7737806.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4526","CWI","BLOX","LU0082616367.USD","LU1712237335.SGD","KNOW","LU0211328371.USD","LU0345770308.USD","CHPX","LU1316542783.SGD","LU0642271901.SGD","LU2211815571.USD","BK4550","IE00BZ199S13.USD","SGXZ81514606.USD","LU1323610961.USD","LU1037948897.HKD","LU0882747503.HKD","LU1917777945.USD","LU0264606111.USD","LU2106854487.HKD","LU2471134879.HKD","LU1934455863.HKD","BK4581","LU1211504680.USD","LU2092937221.SGD","TSMG","LU0316494557.USD","IE00BHPRN162.USD","LU0143863784.USD","LU1508157978.USD","LU1282649067.USD","BK4141","LU2237443382.USD","LU2237443978.SGD","LU2125154778.USD","LU1934455277.USD","LU0889565833.HKD","LU2543165471.USD","ADVE","LU2471134952.CNY","LU0572939691.SGD","LU0823414478.USD","LU0109392836.USD","TSMY","LU2750360997.AUD","AVSE","LU1989764748.USD","LU1934455194.USD","LU0158827948.USD","LU1267930490.SGD","LU0359202008.SGD","LU0238689110.USD","03145","LU0289960550.SGD","LU1803068979.SGD","LU2125154935.USD","AVXC","LU0878005551.USD","IE00BKPKM429.USD","LU0198837287.USD","IE00BQXX3F31.USD","LU0353189680.USD","BK4532","CGGO","IE00B5TLWC47.USD","LU0359201885.HKD","LU0965509101.SGD","LU2023250504.SGD","IE00B3M56506.USD","LU2471134523.USD","SG9999000418.SGD","ESIM","TSMZ","LU2041044095.USD","LU2750360641.GBP","LU1989764664.SGD","LU0572940350.SGD","LU2357125470.USD","LU1852331112.SGD","LU2089284900.SGD","SPWO","LU0158827781.USD","LU1048588211.SGD","LU1868837722.USD","LU0323591593.USD","LU0965509010.AUD","LU1974910355.USD","LU1282649810.SGD","LU1623119135.USD","LU0792757196.USD","LU2360106780.USD","BK4503","BK4533","IE0004086264.USD","LU2133065610.SGD","LU2089283258.USD","LU2247934214.USD","TSM","WUGI","LU1267930813.SGD","LU0488056044.USD","LU2063271972.USD","LU0861579265.USD","LU2298321311.HKD","LU1868838027.USD","LU0889566641.SGD","LU0124676726.USD","CORO","LU2023251221.USD","TWSC","CGIC","IE00BFXG0V08.USD","LU0823421416.USD","LU2471134796.USD","SGXZ51526630.SGD","BK4505","LU0965509283.SGD","LU0348723411.USD","LU0689626769.HKD","IE00BD6J9T35.USD","SGXZ99366536.SGD","EMM","LU0823421333.USD","LU0823414551.USD","CGDG","LU0719512351.SGD","LU1023057109.AUD","LU2249611893.SGD","MEMX","CGNG","LU2028103732.USD","HK0000107257.USD","LU0072462343.USD","IE0004091025.USD","LU2054465674.USD","IE00BQXX3D17.EUR","LU2663582299.SGD","STSM","BK4605","SMH","LU0211327993.USD","LU0353189763.USD","SG9999004220.SGD","LU2211814178.USD","LU2237443622.USD","LU0541502299.USD","CNEQ","BK4588","LU2458330243.SGD","BK4591","TINS","LU2360032135.SGD","LU2458330169.SGD","LU2250418816.HKD","BK4585","IE00BQXX3C00.GBP","LU0056508442.USD","LU0094547139.USD","SPTE","LU0143863198.USD","BK4534","LU1989772923.USD","BK4543","EMC","TSMX","UMMA","LU0359201612.USD","BK4548","LU1868837565.USD","LU1989772840.SGD","LU2271345857.HKD","LU0541501648.USD","LU2860962120.EUR","IE0004445239.USD","TEK","TTEQ","BK4612","BK4512","LU0345770993.USD","LU2360108059.USD","AVEM","LU2237443549.SGD","AIQ","LU1037948541.HKD","ASIA","LU2087625088.SGD","FDTX","LU0175139822.USD","LU2506951792.HKD","LU0310799852.SGD","LU2491050071.SGD","BK4554","IE00BYQQ9H92.USD","LU2294711713.HKD","LU2491049909.HKD","LU2111349929.HKD","LU2491050154.USD","BK4602","LU0384037296.USD","BK4527","LU0965508806.USD","BAI","LU0878004406.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673147027","title":"Counterpoint：26Q2全球晶圆代工2.0市场营收同比增长25%至966亿美元 先进封装成为关注焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2673147027","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673147027?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:43","pubTimestamp":1791448982,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据Counterpoint Research最新发布的晶圆代工供应追踪报告，2026年第二季度全球晶圆代工2.0市场营收同比增长25%、环比增长11%，达到966亿美元。Counterpoint Research 预计，台积电 2026年全年营收将增长约 43%。展望：后端产能与计算多元化将影响2026年下半年市场走势随着 AI 需求从 GPU 扩展至定制化 ASIC、服务器 CPU 和电源组件，Counterpoint Research 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前三季度营收同比增41.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673102087","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673102087?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:35","pubTimestamp":1791448511,"startTime":"0","endTime":"0","summary":"分月度来看，台积电9月营收5118.6亿新台币，同比增长54.6%，较8月小幅下降0.6%。完整三季度财务报告及更新业绩指引将于10月15日对外公布；LSEG 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NPO 2031年VCSEL需求或至6.5亿颗","url":"https://stock-news.laohu8.com/highlight/detail?id=2673022174","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673022174?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:28","pubTimestamp":1791448103,"startTime":"0","endTime":"0","summary":"金吾财讯 | TrendForce集邦咨询发布《2027红外线感测与光通信市场趋势》报告，伴随数据中心Scale-Up垂直扩展网络传输需求快速增长，VCSEL NPO凭借低功耗、维护灵活、供应链成熟等优势受到行业关注。Lumentum（LITE）、古河电工、高意（COHR）、博通（AVGO）、艾迈斯欧司朗、海思等头部厂商均已布局相关研发。2027至2028年将迎来多款VCSEL NPO方案落地，叠加短距离光收发模块需求，预计2031年VCSEL市场需求量有望达6.5亿颗，2025-2031年复合增速38%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/MjU4MmU0MDcxNDc2ODE0Nzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MjU4MmU0MDcxNDc2ODE0Nzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306956","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":["LU1815336760.USD","IE0034235303.USD","IE0004445015.USD","IE00BJJMRX11.SGD","LU2023250504.SGD","LU2023251221.USD","LU0787776722.HKD","LU1935042991.SGD","SGXZ51526630.SGD","LU1989764664.SGD","SGXZ99366536.SGD","LU0323591593.USD","IE00B3S45H60.SGD","LU2458330243.SGD","IE00B19Z9Z06.USD","LU1069344957.HKD","AVGO","LU2279689827.SGD","LU0056508442.USD","LU0174119429.USD","LU1951200564.SGD","LU0096364046.USD","LU2237438978.USD","LU2357305700.SGD","IE00BMPRXR70.SGD","LU0823414478.USD","LU0154236417.USD","LU2361044865.SGD","LU2168564065.EUR","BK4566","LU2420271590.USD","AVGU","IE00BJJMRY28.SGD","LU2237443978.SGD","LU2463028550.USD","IE00B5949003.HKD","LU2272731782.SGD","LU2954938101.SGD","LU2244417387.USD","IE00B1BXHZ80.USD","LU2237957902.USD","LU2487616109.SGD","SG9999011175.SGD","LU0081259029.USD","LU2106854487.HKD","LU1064131342.USD","LU0082616367.USD","LU0310799852.SGD","LU1778281490.HKD","IE00BBT3K403.USD","IE00B42XCP33.USD","SG9999015978.USD","LU1267930730.SGD","LU1815333072.USD","SHOC","LU1316542783.SGD","LU2087625088.SGD","IE00BVYPNP33.GBP","LU2430703178.SGD","LU0210528500.USD","LU2065171311.SGD","IE00BYV24P56.USD","LU0240878834.USD","LU0256863811.USD","LU1923622614.USD","LU0708995401.HKD","LU1670711123.USD","TTXU","LU0310800379.SGD","AVGX","LU0097036916.USD","LU0965508806.USD","LU2433249047.HKD","LU1066051498.USD","LU0094547139.USD","LU1301847155.USD","LU0203345920.USD","LU0820561909.HKD","SG9999004303.SGD","LU0061475181.USD","LU2637965513.SGD","SG9999002232.USD","LU1674673691.USD","LU0266013472.USD","LU2125909247.SGD","LU1066053197.SGD","LU2089985449.USD","LU2471134952.CNY","LU1670710588.SGD","LU2290526834.HKD","LU2211814178.USD","LU2237443622.USD","BK4141","TDIV","LU2065171402.SGD","LU1244550221.USD","LU2360108059.USD","VGT","IE00BMPRXQ63.HKD","IE00BKPKM429.USD","LU1670756490.USD","LU2168564222.USD","IE00BLSP4239.USD","LU0353189763.USD","LU1267930573.SGD","LU2355687059.USD","LU0784384876.USD","NULC","LU0444971666.USD","LU0511384066.AUD","IE00BN8TJ469.HKD","LU2210149790.SGD","IE00BJTD4V19.USD","LU1670628061.USD","AVL","CHAT","LU0061474960.USD","IE00BWXC8680.SGD","LU0029864427.USD","LU0964807845.USD","LITC","LU0210533765.USD","LU0210536198.USD","LU1814569148.SGD","LU0724617625.USD","LU1803068623.USD","LU2360106780.USD","LU1934455277.USD","HK0000532082.HKD","LU2237443382.USD","LU2473716301.USD","LU2237443549.SGD","IE00BKDWB100.SGD","LU2860962120.EUR","LU2125154778.USD","LU2236285917.USD","LU2505996509.AUD","LITE","LU2265009873.SGD","IE00B19Z8X17.USD","LU2720916845.USD","LU0708994859.HKD","BK4588","LU0823434740.USD","LU0965509010.AUD","LU0689626769.HKD","LU1720051017.SGD","LU2506951792.HKD","LU1267930490.SGD","LU1366192091.USD","IE0009356076.USD","LU2089284900.SGD","AVS","JGRO","LU0080751232.USD","LU0823434583.USD","BK4148","LU1162221912.USD","IE00B19Z8W00.USD","SOXX","LU2023250843.SGD","LU1400636657.SGD","LU1037948541.HKD","SG9999015986.USD","BK4581","LU1861220033.SGD","LU2322448957.HKD","LU0788109477.HKD","LU0069063385.USD","COHC","TEK","LU0203201768.USD","LU0353189680.USD","LU1691799644.USD","SPTE","COHQ","BK4551","IE00BQXX3F31.USD","LU0476273544.USD","TRFK","LU2063271972.USD","LU0170899867.USD","IE00BK4W5M84.HKD","IE00B775SV38.USD","LU2471134523.USD","LU1242518931.SGD","LU1979441026.SGD","LU1244550494.USD","LU1732799900.SGD","LU2242650005.HKD","SPRX","HK0000914660.USD","LU0689472784.USD","LU0823414551.USD","LU0070217475.USD","SG9999001440.SGD","LU1127390331.HKD","LU2168564149.EUR","IE0031619046.USD","LU0006306889.USD","LU1914381329.SGD","LU0784385840.USD","EGGY","LU1280957306.USD","LU0444973449.USD","LU2462591277.SGD","AIFD","LU2746668974.SGD","IETC","AVGG","LU0348723411.USD","LU1202635105.USD","IE00BMPRXN33.USD","CGDG","SG9999015945.SGD","LU2764262908.HKD","LU1323610961.USD","LITX","LU1935043536.SGD","LU2028103732.USD","LU0957808578.USD","IE00BKVL7J92.USD","IE0034235188.USD","LU2347655073.USD","LU0072462426.USD","LU1674673428.USD","IE00BK4W5L77.USD","LU1244550577.SGD","IE00BVYPNW00.USD","LU1951198990.SGD","LU1861215975.USD","LU0187121727.USD","IE0005OL40V9.USD","LU0308772762.SGD","LU0472753341.HKD","LU2543165471.USD","USXF","IE00B19Z9P08.USD","LITU","LU0203202063.USD","LU1670711040.USD","FOTO","LU1670627923.USD","LU0868494708.USD","LU2505996681.GBP","LU0057025933.USD","BK4598","LU2999663052.SGD","LU2247934214.USD","LU1935042488.USD","LU0949170426.SGD","SOXQ","LU0320765059.SGD","LU02113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上调目标价至4000新台币","url":"https://stock-news.laohu8.com/highlight/detail?id=2673022481","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673022481?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:18","pubTimestamp":1791447490,"startTime":"0","endTime":"0","summary":"金吾财讯 | 花旗（C）分析师发布研报称，受益于旺盛的AI算力需求、AI智能体增长潜力以及共封装光学（CPO）产业周期，台积电（TSM）营收增速有望在2027年前维持40%以上。英伟达（NVDA）、AMD（AMD）、博通（AVGO）等主要AI芯片客户业务增长提速，或将推动台积电明年AI相关营收接近翻倍，市场大概率继续上调公司盈利预期。花旗预计，向好的营收前景将带动台积电资本开支继续抬升，2027年、2028年资本支出分别可达810亿美元、900亿美元。机构维持台积电“买入”评级，目标价由3800新台币上调至4000新台币。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/OTU2NGE4NGJmZTIzZDc2N2YxYmJkM2MyMjUzODQzOTQ1NzY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OTU2NGE4NGJmZTIzZDc2N2YxYmJkM2MyMjUzODQzOTQ1NzY=.jpg"],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306954","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EMM","IE0004445239.USD","BK4548","LU0823414478.USD","BK4141","LU0384037296.USD","TINS","LU0353189680.USD","LU0823421416.USD","LU0359202008.SGD","LU0175139822.USD","BK4554","LU0689626769.HKD","TSMG","LU2249611893.SGD","LU0488056044.USD","LU1989764664.SGD","LU1282649810.SGD","BK4581","LU2028103732.USD","IE00BFXG0V08.USD","IE00BQXX3D17.EUR","ESIM","EMC","LU1868838027.USD","AIQ","LU2491050071.SGD","LU0143863784.USD","BK4533","SGXZ51526630.SGD","LU0143863198.USD","LU1934455863.HKD","LU1852331112.SGD","LU1989772923.USD","AVSE","BK4605","BK4612","LU2543165471.USD","LU2089283258.USD","LU2471134952.CNY","03145","AVXC","IE0004086264.USD","BK4503","BK4534","LU0965509010.AUD","SGXZ99366536.SGD","LU1037948897.HKD","LU2023250504.SGD","HK0000107257.USD","LU1623119135.USD","UMMA","LU0056508442.USD","LU0082616367.USD","LU0541501648.USD","LU0310799852.SGD","LU0878004406.USD","LU1267930813.SGD","LU1934455194.USD","LU2092937221.SGD","SG9999004220.SGD","LU2247934214.USD","SMH","BK4505","LU2471134523.USD","LU0264606111.USD","LU0158827948.USD","IE00BHPRN162.USD","IE00BYQQ9H92.USD","TSMX","AVEM","BK4512","MEMX","SPTE","LU2125154778.USD","SPWO","CORO","LU2471134879.HKD","BK4550","LU0345770308.USD","LU2750360997.AUD","LU0348723411.USD","LU0289960550.SGD","BK4543","LU2111349929.HKD","LU2360106780.USD","TSM","LU0541502299.USD","IE00B3M56506.USD","IE00BD6J9T35.USD","TSMZ","LU0072462343.USD","LU1934455277.USD","LU0965509101.SGD","LU1868837565.USD","SG9999000418.SGD","LU2125154935.USD","CGIC","LU2237443382.USD","IE00BKPKM429.USD","TWSC","CWI","BK4591","LU1282649067.USD","LU1803068979.SGD","BLOX","KNOW","LU2041044095.USD","LU1868837722.USD","LU2054465674.USD","LU2458330169.SGD","LU2663582299.SGD","TTEQ","IE00BQXX3F31.USD","WUGI","LU0861579265.USD","LU0124676726.USD","LU2491049909.HKD","LU2211815571.USD","LU1323610961.USD","CGNG","CGGO","CHPX","LU2294711713.HKD","LU0882747503.HKD","STSM","LU0889566641.SGD","LU0359201885.HKD","LU2023251221.USD","BK4527","LU2271345857.HKD","LU2471134796.USD","LU1037948541.HKD","LU0323591593.USD","LU0109392836.USD","LU1211504680.USD","LU1974910355.USD","CGDG","TSMU","LU1712237335.SGD","LU2860962120.EUR","LU1267930490.SGD","LU2087625088.SGD","ASIA","BAI","LU2750360641.GBP","BK4602","LU1508157978.USD","LU0823421333.USD","SGXZ81514606.USD","LU0965508806.USD","LU0572940350.SGD","LU2360032135.SGD","CNEQ","LU0353189763.USD","BK4585","IE0004091025.USD","LU1989764748.USD","LU2360108059.USD","LU0889565833.HKD","LU2237443549.SGD","BK4532","LU1048588211.SGD","LU0878005551.USD","LU0823414551.USD","LU1989772840.SGD","LU2250418816.HKD","LU0238689110.USD","LU2491050154.USD","BK4588","LU0359201612.USD","LU0198837287.USD","LU1023057109.AUD","LU1316542783.SGD","LU2106854487.HKD","LU2357125470.USD","LU2458330243.SGD","LU0211328371.USD","IE00BQXX3C00.GBP","LU0792757196.USD","LU1917777945.USD","LU2506951792.HKD","ADVE","LU2211814178.USD","LU0158827781.USD","LU2298321311.HKD","LU2133065610.SGD","IE00B5TLWC47.USD","LU2237443978.SGD","LU2089284900.SGD","IE00BZ199S13.USD","LU0965509283.SGD","TEK","BK4526","TSMY","LU0316494557.USD","LU0572939691.SGD","LU0642271901.SGD","FDTX","LU2063271972.USD","LU2237443622.USD","LU0345770993.USD","LU0094547139.USD","LU0211327993.USD","LU0719512351.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673201700","title":"Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战","url":"https://stock-news.laohu8.com/highlight/detail?id=2673201700","media":"爱范儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673201700?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:14","pubTimestamp":1791447251,"startTime":"0","endTime":"0","summary":"今天凌晨，微软 CEO Satya Nadella、Windows + 设备执行副总裁 Pavan Davuluri，以及英伟达 CEO 黄仁勋同台，带来了这场围绕 Windows 和 Surface 的特别发布会。所谓的 Windows AI 助手大多数时候就是一个常规的 AI 入口，用户就像打开一个 App 一样，输入问题，等待回答。很多时候，甚至还没有单独的 Codex 好用，更不用说和整个 Windows 系统联动的 AI。微软开始把 Windows 变成一个在本地和云端之间调度 AI Agent 的平台，而 Surface Laptop Ultra 就是这套方案的硬件样板。面向更高端的工作负载，微软宣布 DGX Station for 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| 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款","url":"https://stock-news.laohu8.com/highlight/detail?id=1157379625","media":"老虎资讯综合","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157379625?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:03","pubTimestamp":1791446602,"startTime":"0","endTime":"0","summary":"光通信概念股普跌，Applied Optoelectronics、Coherent跌超3%，Ciena科技、康宁、Lumentum、Astera Labs、Fabrinet、Credo跌超2%；半导体板块普跌，迈威尔科技、ARM跌超2%，AMD、台积电，博通、英特尔、阿斯麦跌超1%；Wolfspeed涨近14%，该公司宣布获美国防部最高15亿美元贷款；Applied Digital涨近4%，Q1营收同比增长322%，超市场预期；Resources 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15:35","pubTimestamp":1791444900,"startTime":"0","endTime":"0","summary":"英伟达支持的澳大利亚AI数据中心运营商Firmus Grid原计划通过首次公开募股筹集至多55亿美元，有望跻身澳大利亚历史上规模最大的IPO之一。受相关消息影响，Firmus现有股东Maas Group Holdings在悉尼交易时段股价一度暴跌30%，创下该股有记录以来的最大跌幅。上市不确定性波及现有股东，Maas股价一度暴跌30%Firmus的上市风险迅速传导至现有股东。Firmus此前已获得包括英伟达和黑石集团在内的投资者合计20亿美元的投资承诺，Jane Street也是其现有股东之一。","market":"sg","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/2026-10-08/doc-iniupafi3747722.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":"sina","symbols":["LU2462591277.SGD","IE00BDRTCR15.USD","AIPI","BK4503","LU1923622614.USD","LU2125154935.USD","SG9999014914.USD","LU0061474705.USD","SGXZ99366536.SGD","LU1116320901.HKD","LU1066051811.HKD","LU2461242641.AUD","IE00BQXX3C00.GBP","GB00BDT5M118.USD","LU1116320737.USD","LU0353189680.USD","LU0444973449.USD","LU0788109477.HKD","LU0323239441.USD","LU1935042215.USD","SG9999015358.SGD","LU0345768740.USD","LU0965508806.USD","LU2750360997.AUD","SOXY","LU1400636491.USD","SNVDAmain","LU1935043023.USD","SG9999015986.USD","IE0034235303.USD","JGRO","LU0957808578.USD","LU1670756490.USD","LU0310799852.SGD","LU1323610961.USD","IE00B19Z8W00.USD","SG9999015978.USD","IE00BDCRKT87.USD","LU2543165471.USD","LU1035775433.USD","LU1267930730.SGD","BK4532","LU2999663052.SGD","LU1821325948.USD","LU0353189763.USD","IE00BZ1G4Q59.USD","LU1778281490.HKD","LU0726765562.USD","IE0009356076.USD","LU1868836591.USD","LU1202635105.USD","IE00B3SWFQ91.USD","LU1400636574.HKD","LU0157215616.USD","LU2471134796.USD","IE00BZ199S13.USD","SHOC","TEK","SOXX","LU1144417596.USD","LU2420271590.USD","LU0061475181.USD","LU1267930573.SGD","IE00BJJMRY28.SGD","LU0323240290.USD","LU1435385759.SGD","LU2063271972.USD","NVYY","LU0494093205.USD","LU1880398554.USD","LU1988902786.USD","LU1366333091.USD","LU1923623000.USD","LU2361044949.HKD","LU2506951792.HKD","IE00BJLML261.HKD","SG9999014542.SGD","LU2471134523.USD","LU0823434583.USD","SG9999002232.USD","LU1791710582.SGD","LU2236285917.USD","LU0210536198.USD","SG9999014906.USD","LU0979878070.USD","LU2087625088.SGD","NVIW.SI","IE00B19Z9505.USD","LU1914381329.SGD","LU2463028550.USD","LU2065171311.SGD","IE00B4YYXB79.USD","IE00B5949003.HKD","SG9999017495.SGD","LU1989764664.SGD","LU0787776722.HKD","LU1868837136.USD","SOXQ","LU0094547139.USD","ROM","LU0154236417.USD","LU0345770308.USD","SG9999000418.SGD","TTEQ","LU2191332357.HKD","IXN","LU2089283258.USD","LU0265550359.USD","NVD3.UK","LU1242518931.SGD","LU1861559042.SGD","LU2106854487.HKD","SGXZ31699556.SGD","LU1935042488.USD","LU2148611432.USD","LU2244417387.USD","IE00BK4W5M84.HKD","LU1244550221.USD","LU2023251221.USD","LU1674673691.USD","LU0882574139.USD","LU0070217475.USD","HK0000320223.HKD","VGT","LU2125909759.SGD","LU1935043452.HKD","SG9999015952.SGD","LU2750360641.GBP","LU1983260115.SGD","LU0964807845.USD","IE00BFSS8Q28.SGD","LU0795875086.SGD","LU0985320562.USD","LU0138981039.USD","NVDY","LU0274383776.USD","NVDG","IE00BJTD4N35.SGD","VT","LU2458330169.SGD","LU2458330243.SGD","LU0225283273.USD","IE0004445239.USD","LU2249611893.SGD","LU1003077747.HKD","LU2237443622.USD","LU2896262040.SGD","LU0124676726.USD","IE00BJTD4V19.USD","LU0823421333.USD","LU0957791311.USD","LU1732799900.SGD","LU2077746001.SGD","NVC","IE00BK4W5L77.USD","IE00BFSS7M15.SGD","LU0107464264.USD","LU0820562030.AUD","LU0943347566.SGD","LU1934455277.USD","ESUM","LU0133085943.USD","IE00B5TLWC47.USD","FTEC","LU2272731865.HKD","LU1803068623.USD","LU1261432733.SGD","IE0004091025.USD","LU0320765059.SGD","DIPS","LU2125154778.USD","IE000W1ABFV2.USD","SG9999015945.SGD","WISE","LU0215105999.USD","LU0267386448.USD","IE00B1XK9C88.USD","LU2473716301.USD","SG9999014567.USD","LU2471134952.CNY","LU1571399168.USD","LU0820561818.USD","BK4543","LU0820561909.HKD","LU2357305700.SGD","LU2092937148.SGD","LU2047632596.USD","NVD","LU1979441026.SGD","LU0096364046.USD","LU2361045086.USD","LU0444971666.USD","NVDW","LU0683600562.USD","SG9999015341.SGD","BK4588","LU1066051225.USD","LU0109391861.USD","IE000ITXATA3.USD","LU1280957306.USD","LU1551013425.SGD","LU2271345857.HKD","LU2237957811.SGD","CMAG","LU2242649171.HKD","LU1852331112.SGD","LU1145028129.USD","IE00B4JS1V06.HKD","IE00BJJMRX11.SGD","LU1267930490.SGD","LU1923622291.USD","TYLG","CLSE","LU0053666078.USD","LU1496350171.SGD","LU0316494557.USD","LU0390134368.USD","LU0724617625.USD","LU1974910355.USD","IE00BN29S564.USD","LU2487616109.SGD","BK4581","LU0106261372.USD","07388","LU0056508442.USD","IE00B19Z8X17.USD","LU2637965513.SGD","LU0081259029.USD","LU2347655156.SGD","SGXZ51526630.SGD","LU0823414478.USD","LU0689472784.USD","LU0672654240.SGD","LU0323591593.USD","LU1861558580.USD","LU0310800379.SGD","LU2264538146.SGD","LU1674673428.USD","THMR","IE00BQXX3D17.EUR","LU2860962120.EUR","ESLG","LU2237957902.USD","BK4612","IE000KEQY171.SGD","IE00BHPRN162.USD","LU0011850046.USD","LU0048584097.USD","LU0069063385.USD","LU0689626769.HKD","LU1804176565.USD","LU1989772840.SGD","LU1868837300.USD","LU0354030438.USD","LU1119994496.HKD","LU2471134879.HKD","LU0354030511.USD","LU0238689110.USD","LU2413666426.HKD","LU1035773651.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