美股详情

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iShares ESG Advanced MSCI USA ETF

66.40

-1.1221-1.66%

盘后：66.400.00000.00%19:30 EDT

成交量：6.08万

成交额：404.06万

市值：14.64亿

市盈率：- -

高：66.70

开：66.06

低：66.06

收：67.52

52周最高：70.70

52周最低：53.05

股本：2,205.00万

流通股本：2,205.00万

量比：1.08

换手率：0.28%

股息：0.55

股息率：0.83%

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

NVIDIA 加价锁定测试界面产能，台积电等启动多元供应商验证

《纽约时报》：美司法部调查英伟达与AI初创公司Groq许可协议

据纽约时报：监管机构正在调查英伟达与Groq达成的许可协议。

英伟达与澳大利亚合作伙伴携手，共同扩建人工智能工厂产能

“大空头”伯里清仓12月到期的英伟达与Palantir看跌期权

环球市场播报

英伟达(NVDA.US)：将支持澳大利亚到2027年建设高达2吉瓦（GW）的AI基础设施。

交易日-100美元的“油价冲击”

今日关注焦点——9月10日（星期四）

美国股市-油价破百，收益率创2023年新高，华尔街下跌；苹果新CEO首秀前股价走低

超威半导体(AMD)股票9月9日盘中上涨3.08%：投资者必看的核心信息

TradingKey中文

美光科技(MU)股票9月9日盘中上涨3.86%：背后推手曝光

TradingKey中文

美股光通信、存储板块走强，迈威尔科技涨超6.5%，中概股走低

每日经济新闻

美股盘初存储概念板块强势 SK海力士（SKHY）涨超5%

惠普与红帽及英伟达合作开发面向本地推理的企业级人工智能平台。

9 月 9 日，“大空头”原型人物 Michael Burry 今日通过其 Substack 账号披露个人最新持仓调整表

英伟达即将参加高盛通讯科技大会，投资者需要关注什么？

TradingKey中文

Ooredoo 支持的 Zankore 为英伟达 AI 云平台筹集了 31 亿美元资金

美国股市-华尔街期货走势平淡，油价自7月以来首次突破100美元

收评：沪指探底回升涨0.28% 煤炭、贵金属板块走强

AMD 称 AI 机会 2030 年达 2 万亿美元，数据中心 2027 年预计达 700 亿美元

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信托看跌期权。伯里认为，这一现象可能涉及渠道填塞或激进的收入确认方式，会削弱Palantir的业务基本面。","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://finance.sina.com.cn/stock/usstock/c/2026-09-10/doc-inirhvwy8605739.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":["LU2756315664.SGD","LU1244550221.USD","LU0198837287.USD","LU1400636657.SGD","VGT","LU2100268510.USD","LU1699723380.USD","LU2108987350.USD","IE00B775H168.HKD","LU2471134952.CNY","LU0965509283.SGD","LU0323239441.USD","LU0823434583.USD","LU0342679015.USD","LU2592432038.USD","NVDY","LU2237438978.USD","CLSE","LU2023250330.USD","CHAT","LU1244550577.SGD","LU1732800096.USD","LU1551013342.USD","IE00B19Z9505.USD","LU2028103732.USD","LU0943347566.SGD","LU2954938101.SGD","BK4613","LU1880398471.USD","BK4543","ANV","IE00B894F039.SGD","LU0081259029.USD","LU0072462426.USD","LU0823421333.USD","LU1992135399.USD","LU0965508806.USD","LU1791710582.SGD","LU0861579265.USD","LU1551013425.SGD","LU2168564065.EUR","EYES","LU1880398554.USD","SG9999000418.SGD","LU0238689110.USD","LU1232071149.USD","NVDL","LU1674673428.USD","LU2602419157.SGD","LU2125154778.USD","LU2125909247.SGD","LU1803068979.SGD","LU2097344431.USD","SG9999017495.SGD","LU1548497426.USD","LU0323591593.USD","LU0097036916.USD","JGRO","BK4141","LU2347655073.USD","SGXZ51526630.SGD","NVD2.UK","LU1934455863.HKD","GAMR","LU1868837300.USD","LU2125154935.USD","LU2272731600.USD","ROM","LU0726765562.USD","LU2077746001.SGD","LU0053666078.USD","LU2125909593.SGD","LU2461242641.AUD","LU0069063385.USD","LU0128525929.USD","NVDX","LU0788109477.HKD","LU1037948541.HKD","LU2237443549.SGD","LU2462591350.SGD","LU1119994496.HKD","BK4581","LU2506951792.HKD","BK4547","LU1116320737.USD","IE00BZ1G4Q59.USD","SMHX","IE00B3S45H60.SGD","LU0267386448.USD","LU0210533765.USD","PLOO","LU0289960550.SGD","LU2381873111.SGD","LU2286300806.USD","IE0001KFT4U8.USD","LU0528227936.USD","IE0003U64NQ7.SGD","IE00BQXX3D17.EUR","LU0345769128.USD","LU0820562030.AUD","LU1868837136.USD","LU2125909916.SGD","LU2168564222.USD","SG9999015952.SGD","LU0080751232.USD","LU0096362180.USD","LU2361045086.USD","LU1983260115.SGD","LU2543165471.USD","SPTE","LU2360107168.USD","NULC","NVDA","BK4549","LU1127390331.HKD","LU0158827781.USD","IE00B19Z9Z06.USD","IE00B1XK9C88.USD","SG9999002232.USD","LU0795875169.SGD","IE00BJLML261.HKD","SGXZ99366536.SGD","LU0417517546.SGD","PLTZ","LU1084165304.USD","TYLG","LU2326559502.SGD","LU0029864427.USD","LU0203202063.USD","LU2065171402.SGD","LU0786609619.USD","LU0106261372.USD","HK0000320264.USD","LU1496350502.SGD","BK4551","LU0133085943.USD","IE0005OL40V9.USD","LU0511384066.AUD","LU2168564495.EUR","LU0289739343.SGD","LU1037948897.HKD","IE000Q6AESB8.SGD","LU1861127337.USD","LU0011850046.USD","NVDD","LU0006306889.USD","LU1066051811.HKD","BK4527","LU2244417387.USD","LU0056508442.USD","SG9999014906.USD","NVD","BK4587","LU1951198990.SGD","LU0640476718.USD","LU1868836757.USD","LU2092627202.USD","LU1992135472.HKD","NVDG","LU1400636574.HKD","LU2265009873.SGD","LU1815336760.USD","LU0820561818.USD","LU0211328371.USD","LU0642271901.SGD","SG9999002224.SGD","SG9999015341.SGD","LU0234570918.USD","IE00B4JS1V06.HKD","LU0545039389.USD","LU2087625088.SGD","LU0265550359.USD","LU2264538146.SGD","LU0096364046.USD","LU2750360641.GBP","LU2111349929.HKD","SGXZ23171101.USD","NVII","LU0345768153.USD","LU0348723411.USD","LU2083900584.USD","SG9999014914.USD","SG9999015945.SGD","LU0672654240.SGD","LU2473716301.USD","SG9999014567.USD","NVDB","LU2999663052.SGD","LU0823414551.USD","LU2047632596.USD","SG9999018865.SGD","PLYY","BK4605","LU2746668974.SGD","3NVD.UK","LU2089985449.USD","LU1670756490.USD","IE00BJJMRY28.SGD","LU1815333072.USD","LU2491050154.USD","SGXZ31699556.SGD","LU2361044949.HKD","LU0689626769.HKD","LU1804176565.USD","CMAG","LU0979878070.USD","LU2213496289.HKD","IE0004091025.USD","LU3102509885.SGD","LU0234572021.USD","IE00BJTD4N35.SGD","LU0124676726.USD","LU1935043536.SGD","LU1974910355.USD","LU1145028129.USD","PLTI","LU2357125470.USD","IE000KEQY171.SGD","LU1868836914.USD","LU0316494557.USD","LU2462157665.USD","LU0689472784.USD","LU1861215975.USD","LU2242650005.HKD","LU2931357623.SGD","LU1917777945.USD","TEK","HK0000304805.HKD","IE00B1BXHZ80.USD","LU0444973449.USD","LU1988902786.USD","LU2860962120.EUR","LU2433249047.HKD","LU0187121727.USD","LU2505996509.AUD","LU1066053197.SGD","LU0795875086.SGD","LU0048584097.USD","LU2463028550.USD","LU1935043023.USD","BK4585","IE00BJJMRX11.SGD","IE00BMPRXQ63.HKD","LU1721428933.USD","WISE","IE00BQXX3C00.GBP","LU2487616109.SGD","IE00BDCRKT87.USD","LU2430703095.HKD","IE00B19Z9P08.USD","LU0094547139.USD","LU2637965513.SGD","NVDS.UK","LU1571399168.USD","LU0354030438.USD","SMH","LU0957791311.USD","LU0823414478.USD","LU1429558221.USD","LU2322448957.HKD","FDTX","LU0719512351.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05:01","pubTimestamp":1788987709,"startTime":"0","endTime":"0","summary":"交易日-100美元的“油价冲击”Jamie McGeever路透佛罗里达州奥兰多市9月9日-周三，全球股市  普遍下跌，原因是中东地区冲突持续升级  导致油价突破每桶100美元大关 ，与此同时，由于投资者对美国财政部将债券回购规模扩大三倍的计划反应消极 ，债券收益率攀升至数年来的新高。目前尚无明显的候选者。美国柴油价格创下每加仑5.94美元的历史新高。最便宜的Duo售价为1,999美元，这绝非低价。","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:20260909:nL4S4511V1:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMHX","SPXS","QQQJ","LU0347712357.USD","IE00BJTD4V19.USD","SH","JEPQ","TRUC","LU2244417387.USD","QQQY","BK4516","LU1291159041.SGD","SGXZ31699556.SGD","LU2249611893.SGD","LU0444973449.USD","LU2108987350.USD","ONEQ","IE00BQXX3F31.USD","LU2471134796.USD","LU2250418816.HKD","BK4592","LU2148611432.USD","LU0965509010.AUD","LU1206712785.SGD","LU1629891620.HKD","PSQ","LU0708995401.HKD","LU0965509283.SGD","SG9999014567.USD","VOX","LU1232071149.USD","AAPX","LU2433249047.HKD","LU0942090050.USD","LU2047632596.USD","LU2552382058.USD","BK4524","ROM","MACW.SI","09788","IE00BHPRN162.USD","LU2236285917.USD","LU0640476718.USD","NVDO","LU0048584097.USD","IE00B775H168.HKD","FBY","SOXY","NVDW","LU2237957811.SGD","LU0068578508.USD","SCO","FBYY","LU1821325948.USD","LU0225283273.USD","LU0719512351.SGD","IE0034235295.USD","LU1400636574.HKD","BK4543","IE00B7SZLL34.SGD","LU0823417653.USD","LU2764262908.HKD","LU1066051225.USD","LU0107464264.USD","SMETAmain","LU2023250330.USD","BK4006","BK4575","ESLG","BK4533","LU0314104364.USD","BK4553","LU0784383803.USD","SQQQ","IE00B3S45H60.SGD","AAPU","IE0009G5SDU7.USD","LU1720051017.SGD","LU0082616367.USD","AGOX","BK4520","LU0162691827.USD","LU0795875169.SGD","LU0957791311.USD","IE000MB6IJN5.SGD","LU1548497426.USD","LU1697837992.HKD","LU1935042991.SGD","LU2089283258.USD","LU0348723411.USD","JGRO","LU1804176565.USD","LU1935043536.SGD","LU0345768153.USD","IXN","LU1582986359.USD","LU0823434740.USD","LU0274383776.USD","BK4550","LU1814569148.SGD","LU2111349929.HKD","LU2125909593.SGD","LU1582987597.SGD","LU0208291251.USD","LU0138981039.USD","BK4529","IE000W1ABFV2.USD","BK4576","AAPW","LU0395794307.EUR","LU2211815571.USD","LU1861220033.SGD","LU2133065610.SGD","UPRO","SPYM","LU0345770993.USD","FCOM","FAI","LU1935043452.HKD","QQQA","BK4504","LU0251132253.USD","USXF","LU2417539215.USD","LU0266013472.USD","LU0323591593.USD","LU1116320901.HKD","ESUM","IE00BZ1G4Q59.USD","AAPY","LU2491050071.SGD","BK4141","LU1983260115.SGD","LU0511384066.AUD","LU2063271972.USD","LU2065169927.USD","LU0011850046.USD","LU0354030438.USD","LU0868494708.USD","GPIQ","LU2592432038.USD","LU2720916845.USD","LU2403377893.USD","NVDL","DXD","BK4605","BK4554","LU1989772923.USD","OGIG","LU1069344957.HKD","NVDB","LU1582986433.USD","LU1861215975.USD","LU2764263203.CNY","LU0234572021.USD","LU0157215616.USD","SDS","BK4585","LU2242649171.HKD","LU1721428933.USD","BK4515","SOXQ","IE00B3SWFQ91.USD","NULC","LU2191332357.HKD","LU0127658192.USD","LU0320765059.SGD","LU0211327993.USD","LU0823414478.USD","NQmain","LU1861127337.USD","LU1116320737.USD","LU1699723380.USD","LU1868836757.USD","LU1267930573.SGD","IE00BQXX3C00.GBP","LU1571399168.USD","SPDN","LU1670711040.USD","IE00B19Z9Z06.USD","LU0097036916.USD","IE00BK4W5L77.USD","LU1923622291.USD","SPYB","LU2264538146.SGD","LU0738911758.USD","TECS","LU1923622614.USD","IE000WAW04H5.SGD","LU1235294995.USD","LU1894683348.USD","QLD","ESmain","SG9999014914.USD","LU2458330243.SGD","LU1066051811.HKD","LU1670628061.USD","BK4588","IE00BQXX3D17.EUR","LU1400636657.SGD","TEK","NVDS.UK","ABFL","HK0000306701.USD","HK0000304797.USD","LU1280957306.USD","LU2054465674.USD","LU2237443978.SGD","LU1435385759.SGD","FBX","LU2317271919.USD","LU1301847155.USD","LU0528227936.USD","LU1037948897.HKD","LU2100268510.USD","IE0034235303.USD","LU1564329628.SGD","SPYH","CMCSA","EFIV","RSPC","LU0882574139.USD","IE00BN8TJ469.HKD","IE0004445015.USD","LTL","IE00BKVL7J92.USD","BK4598","IE00BN29S564.USD","LU2471134523.USD","METD","LU2452424414.USD","BK4503","LU0069063385.USD","LU0494093205.USD","LU1732799900.SGD","LU1267930730.SGD","LU1066051498.USD","NVII","LU1791710582.SGD","LU2097829019.USD","NVDD","GB00BDT5M118.USD","MMAX","LU0784385840.USD","LU1674673428.USD","LU1815333072.USD","LU0342679015.USD","DIPS","SPTE","SPXU","LU2322448791.USD","HK0000304805.HKD","IE00BZ199S13.USD","LU0784385170.HKD","LU0724617625.USD","LU2213496289.HKD","LU0965509101.SGD","NVDU","SMH","SG9999015341.SGD","LU2756315318.SGD","LU0985489474.SGD","03086","ILDR","LU1674673691.USD","VGT","YSPY","LU1989764748.USD","LU1670711123.USD","LU0006306889.USD","LU0170899867.USD","LU0345770308.USD","LU0353189680.USD","LU2381873111.SGD","LU2458330169.SGD","LU0072462426.USD","LU2931357623.SGD","LU1633808545.USD","LU1989764664.SGD","LU0868494617.USD","IE00BKPKM429.USD","LU1084165304.USD","BK4551","LU1992135399.USD","IE000SO60NU8.SGD","LU0072461881.USD","XLK","BK4527","LU2764263039.SGD","LU1244550577.SGD","LU2237443382.USD","LU263796551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22:16","pubTimestamp":1788963383,"startTime":"0","endTime":"0","summary":"• AMD将2030年人工智能潜在市场规模预测上调至3万亿美元。\n• 管理层将长期服务器CPU潜在市场规模预测上调至2200亿美元。\n• 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22:16","pubTimestamp":1788963373,"startTime":"0","endTime":"0","summary":"• 受对先进内存基础设施的强劲需求推动，美光科技大幅上涨。\n• 与超大规模云服务商签订的多年期合同保障了长期收入承诺。\n• 该公司报告年度营收为373.8亿美元。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262158674-market-movers-mu-20260909","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":["LU2211815571.USD","LU1861220033.SGD","LU2048586759.USD","LU2471134952.CNY","WUGI","LU0238689110.USD","LU0109392836.USD","LU0234570918.USD","MUZ","LU0081259029.USD","LU1629891620.HKD","EGGY","LU2089985449.USD","FXL","LU2054465674.USD","ARTY","IETC","LU1720051017.SGD","LU1551013342.USD","LU1674673691.USD","IE00BK4W5M84.HKD","FTXL","LU2458330243.SGD","LU2543165471.USD","LU1868837136.USD","LU0256863902.USD","BK4575","LU2360107168.USD","LU0642271901.SGD","LU2290526834.HKD","LU0256863811.USD","MUYY","LU1674673428.USD","LU2250418816.HKD","PTF","LU1316542783.SGD","LU0683600562.USD","MUU","BK4588","LU1267930813.SGD","PSI","AIS","LU2102340556.USD","BK4579","FTEC","LU2756315318.SGD","LU2357627491.SGD","LU1720051108.HKD","LU0082616367.USD","LEGR","LU0889565833.HKD","IE00BJLML261.HKD","EFIV","LU2286300806.USD","LU0210536198.USD","LU0672654240.SGD","FAI","LU0964807845.USD","LU2168563687.JPY","SGXZ99366536.SGD","CHAT","IE00B5949003.HKD","LU0820562030.AUD","LU2213496289.HKD","LU0133085943.USD","DISK","IE00B1XK9C88.USD","LU0056508442.USD","SHOC","LU0820561909.HKD","BK4554","BK4532","BK4527","LU0109391861.USD","SGXZ51526630.SGD","LU0689472784.USD","LU2471134879.HKD","TRFK","JGRO","BK4553","MUG","XNTK","SOXX","IE00BKDWB100.SGD","IE000M9KFDE8.USD","LU1868837300.USD","AIFD","LU2360106780.USD","LU1778281490.HKD","TTXU","IE0002270589.USD","LU2168564495.EUR","LU2168564222.USD","BOBP","LU0061475181.USD","IE00BK4W5L77.USD","LU2931357623.SGD","LU2168564065.EUR","LU0640476718.USD","LU0859254822.USD","BAI","BK4533","EMSF","LU2023250330.USD","MULL","IE00B7SZLL34.SGD","LU0323591593.USD","LU1989764664.SGD","SMH","MU","LU0708995401.HKD","VGT","LU2087625088.SGD","IE0009356076.USD","IE0034235303.USD","LU0320765059.SGD","BK4585","BK4566","LU0096364046.USD","LU1551013425.SGD","LU0889566641.SGD","GB00BDT5M118.USD","LU2471134796.USD","LU0943347566.SGD","FDTX","XLK","IE00BWXC8680.SGD","IE00B19Z3581.USD","LU1267930730.SGD","LU0353189763.USD","RULE","MIC","WLDR","LU2896262040.SGD","HBMX","CGGO","BK4543","LU2750360641.GBP","CHPS","LU2458330169.SGD","LU1914381329.SGD","LU0154236417.USD","LU1868836591.USD","LU1868836914.USD","SG9999001424.SGD","IE00B19Z3B42.SGD","LU2750360997.AUD","LU1868836757.USD","LU0792757196.USD","LU1803068979.SGD","LU2756315664.SGD","IE00BSNM7G36.USD","LU2357305700.SGD","LU0203345920.USD","LU1852331112.SGD","BK4141","LU2471134523.USD","BK4605","SOXQ","MUD","LU1280957306.USD","LU0787776722.HKD","LU1366333091.USD","LU1861215975.USD","LU0203347892.USD","LU0353189680.USD","LU0820561818.USD","IXN","USXF","CHPX","DRMY","BK4512","SGXZ81514606.USD","LU0719512351.SGD","LU1323610961.USD","LU1989764748.USD","LU0127658192.USD","LU2403377893.USD","LU0417517546.SGD","AIQ","LU0157215616.USD","LU1145028129.USD","LU2168564149.EUR","LU0274383776.USD","LU1548497426.USD","SMU00main"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666539752","title":"美股光通信、存储板块走强，迈威尔科技涨超6.5%，中概股走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2666539752","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666539752?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 22:15","pubTimestamp":1788963340,"startTime":"0","endTime":"0","summary":"9月9日晚，美股三大指数低开，截至发稿，道指下跌0.61%，纳指下跌0.48%，标普500指数下跌0.33%。美股光通信板块走高，迈威尔科技涨超6.5%，Lumentum、Coherent涨超3%。存储板块走强，SK海力士涨5.5%，美光科技、闪迪涨超3%，西部数据涨近2%。中概股走低，纳斯达克中国金龙指数跌超1%。爱奇艺跌近4%，京东、理想汽车跌超2%，阿里巴巴下跌2%。国际油价走高，布伦特原油涨破100美元，涨幅2.74%，美油涨近3%。现货黄金涨超1.4%，现货白银上涨2.65%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8wHtnGAQ9CO","rn_cache_url":null,"customStyle":"","selectors":"article, 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煤炭、贵金属板块走强","url":"https://stock-news.laohu8.com/highlight/detail?id=2666900583","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666900583?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 15:36","pubTimestamp":1788939361,"startTime":"0","endTime":"0","summary":"　　9月9日，市场午后震荡回落后小幅回升，三大股指涨跌不一，沪指表现较强。　　板块方面，煤炭板块活跃，云煤能源、郑州煤电、大有能源涨停；贵金属板块盘中异动拉升，湖南黄金涨停；电力板块震荡拉升，新中港回封涨停，闽东电力涨停，华电辽能冲高；CPO板块部分上涨，华工科技、长飞光纤领涨。总体来看，两市个股跌多涨少，下跌个股超3600只。　　截至收盘，沪指报3951.51点，涨0.28%；深成指报13723.32点，涨0.15%；创指报3354.97点，跌0.14%。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202609/09/20260909176876.jpg","type":0,"news_type":0,"thumbnails":[" 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称 AI 机会 2030 年达 2 万亿美元，数据中心 2027 年预计达 700 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666300648","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666300648?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 14:37","pubTimestamp":1788935860,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，AMD 于 2026 年 9 月 8 日在花旗 2026 年全球 TMT 大会上表示，人工智能相关机会至 2030 年可达 2 万亿美元。公司预计数据中心业务将在 2027 年翻倍，销售额约达 700 亿美元，其中 AI GPU 贡献约 400 亿美元，其余来自服务器 CPU。服务器 CPU 市场至 2030 年规模上调至 2200 亿美元，此前估计为 600 亿美元。AMD 已获得 290 亿至 300 亿美元采购承诺，获得台积电所有客户中最大的产能分配增幅，但仍面临晶圆、HBM 内存、先进封装和基板供应紧张。MI450 将于 2026 年第三季度开始量产出货，第四季度进一步放量。第三季度毛利率指引为 56%，因 MI450 爬坡，2026 年第四季度及 2027 年毛利率预计略有下降。首席财务官 Jean Hu 表示，AI 的速度、规模和崛起前所未有。AMD 已宣布 Meta、OpenAI 和 Anthropic 三家主要锚定客户，均涉及多吉瓦部署及多代合作。Helios 正在机架级放量。已完成对 Taalas 的收购，并与 Cerebras 合作整合 Helios 系统与其晶圆级引擎技术。服务器 CPU 预计 2026 年下半年同比增长超过 80%，进入 2027 年增长超过 70%。企业服务器收入在 2026 年第二季度增长超过 70%。 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