美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

Ategrity Specialty Holdings

18.52

+0.39002.15%

盤後：18.520.00000.00%16:04 EST

成交量：13.37萬

成交額：247.83萬

市值：8.90億

市盈率：12.90

高：18.72

開：18.17

低：18.17

收：18.13

52周最高：25.30

52周最低：16.35

股本：4,806.67萬

流通股本：762.10萬

量比：1.79

換手率：1.75%

股息：- -

股息率：- -

每股收益(TTM):1.44

每股收益(LYR):0.1205

淨資產收益率：14.96%

總資產收益率：4.26%

市淨率：1.51

市盈率(LYR):153.67

資料載入中...

總覽公司新聞資訊公告

嘉利國際(01050)獲AI巨頭服務器機殼訂單 ASIC業務量產提速泰國新基地啓動建設

AI芯片高景氣延續！RBC預測：三年內規模有望突破5500億美元

高盛展望2026大中華區科技趨勢：ASIC成AI服務器增量核心，光模塊邁向1.6T，果鏈領跑智能手機.......

华尔街见闻

瑞銀亞洲硬件2026年展望：掘金上游組件與代工廠，規避高成本品牌商

高盛——全球服務器行業：ASIC服務器持續擴張，人工智能整機櫃芯片平台走向多元化（附下載）

外资精华观点

大廠正在拋棄GPU

半导体行业观察

通信行業周跟蹤：英偉達投資Groq重點佈局推理ASIC，科創板促進商業航天加速發展

國海證券：GPU+ASIC滲透加速液冷市場規模再添增量

ASIC來勢洶洶，英偉達慌了嗎？

半导体芯闻

山石網科：公司積極推動ASIC新一代安全產品的商機落地

山石網科杜旭暉：以「ASIC+AI」戰略構建體系化安全治理，助力企業可持續安全運營

區塊鏈ASIC研發上市公司AGM Group已完成 200 萬美元可轉換票據發行交割

【山證通信】周跟蹤（20251208-20251214）：博通財報驗證ASIC景氣度，長12甲有望再挑戰可回收任務

山西证券研究所

英特爾的ASIC雄心

半导体行业观察

需求遠超供應!法巴銀行：半導體業集體看多2026，電力與ASIC風險被高估

近1500億AI芯片訂單，簽署！

2026年ASIC搶地盤台積電、鴻海等獲利

博通財報透視ASIC：定製XPU性能表現超越通用GPU，但客户不會都自己做——硅基技術持續更新迭代，無法配置資源與GPU競爭！

20億美元！瑞薩電子一部門考慮出售

新股前瞻| 全球最大的ASIC scaler芯片提供商，曦華科技四年累虧超4.6億元

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/stock/ASIC/news"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"ASIC","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"ASIC\",,,,,undefined,":{"symbol":"ASIC","market":"US","secType":"STK","nameCN":"Ategrity Specialty Holdings","latestPrice":18.52,"timestamp":1769115600000,"preClose":18.13,"halted":0,"volume":133677,"hourTrading":{"tag":"盘后","latestPrice":18.52,"preClose":18.52,"latestTime":"16:04 EST","volume":329,"amount":6093.08,"timestamp":1769115849827,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":0.02151130722559297,"floatShares":7621009,"shares":48066674,"eps":1.436,"marketStatus":"未開盤","change":0.39,"latestTime":"01-22 16:00:00 EST","open":18.17,"high":18.715,"low":18.17,"amount":2478298.5315,"amplitude":0.030061,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":0,"ttmEps":1.436,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1769158800000},"marketStatusCode":0,"adr":0,"listingDate":1749614400000,"exchange":"NYSE","adjPreClose":18.13,"preHourTrading":{"tag":"盘前","latestPrice":18.13,"preClose":18.13,"latestTime":"08:00 EST","volume":30,"amount":543.9,"timestamp":1769086820031,"change":0,"changeRate":0,"amplitude":0},"postHourTrading":{"tag":"盘后","latestPrice":18.52,"preClose":18.52,"latestTime":"16:04 EST","volume":329,"amount":6093.08,"timestamp":1769115849827,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":1.793181},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"ASIC\",,,,,undefined,":{"symbol":"ASIC","floatShares":7621009,"roa":"4.26%","roe":"14.96%","lyrEps":0.120515,"volumeRatio":1.793181,"shares":48066674,"dividePrice":0,"high":18.715,"amplitude":0.030061,"preClose":18.13,"low":18.17,"week52Low":16.35,"pbRate":"1.51","psRate":"2.19","week52High":25.3,"institutionHeld":0,"latestPrice":18.52,"eps":1.436,"divideRate":0,"volume":133677,"delay":0,"ttmEps":1.436,"open":18.17,"prevYearClose":21.01,"prevWeekClose":18.05,"prevMonthClose":21.01,"prevQuarterClose":21.01,"fiveDayClose":18.48,"twentyDayClose":21.5,"sixtyDayClose":18.94},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/ASIC\",params:#limit:5,,,undefined,":[{"market":"US","date":"2025-10-22","symbol":"ASIC","fiscalQuarterEnding":"2025/09","expectedEps":0.33,"name":null,"time":"盤後","type":"earning","dateTimestamp":1761105600000,"reportTimeType":"post","actualEps":0.46},{"market":"US","date":"2025-08-11","symbol":"ASIC","fiscalQuarterEnding":"2025/06","expectedEps":0.31,"name":null,"time":"盤後","type":"earning","dateTimestamp":1754884800000,"reportTimeType":"post","actualEps":0.41}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"ASIC\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"ASIC\",market:\"US\",delay:false,,,undefined,":{"strongBuy":0.2,"buy":0.8,"hold":0,"sell":0,"strongSell":0,"meanLabel":"BUY","meanPercent":0.8,"analysts":5,"updateTime":1754974800000},"@#url:\"https://hq.skytigris.cn/value_analysis/stock/ASIC\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"ASIC","date":"2026-01-21","current":12.896936,"percent":0.03268,"low":12.168345,"twenty":12.935792,"median":15.225259,"eighty":20.039896,"high":24.303913,"avg":16.275971,"sd":3.393144,"marketCap":866642132},"quantilePoints":[{"date":"2025-06-13","current":23.634275,"twenty":19.498277,"median":23.634275,"eighty":24.036058,"marketCap":1129600176},{"date":"2025-06-20","current":23.082809,"twenty":23.094626,"median":23.220675,"eighty":23.567311,"marketCap":1103242838},{"date":"2025-06-27","current":20.729229,"twenty":21.867613,"median":22.659362,"eighty":23.2837,"marketCap":990753487},{"date":"2025-07-03","current":20.80801,"twenty":21.192067,"median":22.157133,"eighty":23.220675,"marketCap":994518821},{"date":"2025-07-11","current":20.60121,"twenty":20.80801,"median":21.812466,"eighty":23.141894,"marketCap":984634820},{"date":"2025-07-18","current":20.384562,"twenty":20.60121,"median":21.231458,"eighty":23.082809,"marketCap":974280151},{"date":"2025-07-25","current":21.408714,"twenty":20.502734,"median":21.192067,"eighty":22.235914,"marketCap":1023229492},{"date":"2025-08-01","current":19.675534,"twenty":20.364867,"median":21.039428,"eighty":22.226066,"marketCap":940392146},{"date":"2025-08-08","current":19.399801,"twenty":19.744467,"median":20.916333,"eighty":22.0882,"marketCap":927213477},{"date":"2025-08-15","current":17.367368,"twenty":19.596753,"median":20.788314,"eighty":21.999571,"marketCap":1050256826},{"date":"2025-08-22","current":17.391213,"twenty":19.202848,"median":20.60121,"eighty":21.812466,"marketCap":1051698827},{"date":"2025-08-29","current":17.812481,"twenty":18.122471,"median":20.374714,"eighty":21.408714,"marketCap":1077174164},{"date":"2025-09-05","current":17.836326,"twenty":17.987347,"median":20.128524,"eighty":21.369324,"marketCap":1078616164},{"date":"2025-09-12","current":16.63611,"twenty":17.66305,"median":19.972887,"eighty":21.288574,"marketCap":1006035486},{"date":"2025-09-19","current":16.818924,"twenty":17.343522,"median":19.680458,"eighty":21.26297,"marketCap":1017090821},{"date":"2025-09-26","current":15.332564,"twenty":17.038302,"median":19.439191,"eighty":21.205854,"marketCap":927206141},{"date":"2025-10-03","current":13.719028,"twenty":16.731106,"median":19.301324,"eighty":21.17631,"marketCap":829630793},{"date":"2025-10-10","current":13.019564,"twenty":16.494627,"median":18.575532,"eighty":21.101469,"marketCap":787332120},{"date":"2025-10-17","current":13.989276,"twenty":16.259353,"median":18.122471,"eighty":21.01284,"marketCap":845973462},{"date":"2025-10-24","current":12.838664,"twenty":15.316667,"median":17.995295,"eighty":20.987236,"marketCap":902211470},{"date":"2025-10-31","current":13.337984,"twenty":14.52977,"median":17.824403,"eighty":20.93012,"marketCap":937300143},{"date":"2025-11-07","current":12.455625,"twenty":14.319931,"median":17.574027,"eighty":20.829675,"marketCap":875294133},{"date":"2025-11-14","current":12.790785,"twenty":14.01471,"median":17.363394,"eighty":20.80801,"marketCap":898846803},{"date":"2025-11-21","current":12.202545,"twenty":13.610138,"median":17.168656,"eighty":20.776497,"marketCap":857509464},{"date":"2025-11-28","current":13.016504,"twenty":13.249064,"median":17.065327,"eighty":20.744985,"marketCap":914708806},{"date":"2025-12-05","current":12.619785,"twenty":13.01834,"median":16.810976,"eighty":20.652418,"marketCap":886830135},{"date":"2025-12-12","current":13.276424,"twenty":12.963152,"median":16.691749,"eighty":20.542124,"marketCap":932974142},{"date":"2025-12-19","current":14.329783,"twenty":12.997352,"median":16.576496,"eighty":20.431831,"marketCap":1006996820},{"date":"2025-12-26","current":14.589702,"twenty":13.016504,"median":16.393683,"eighty":20.376684,"marketCap":1025262156},{"date":"2026-01-02","current":14.370823,"twenty":13.017116,"median":16.314197,"eighty":20.317598,"marketCap":1009880820},{"date":"2026-01-09","current":12.989144,"twenty":13.016504,"median":15.71409,"eighty":20.128524,"marketCap":912786139},{"date":"2026-01-16","current":12.592425,"twenty":12.95768,"median":15.292821,"eighty":20.098981,"marketCap":884907468},{"date":"2026-01-21","current":12.332505,"twenty":12.935792,"median":15.225259,"eighty":20.039896,"marketCap":866642132}],"updateTime":1769135205508},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"ASIC\",pageSize:20,pageCount:1,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2605490140","title":"嘉利國際(01050)獲AI巨頭服務器機殼訂單 ASIC業務量產提速 泰國新基地啓動建設","url":"https://stock-news.laohu8.com/highlight/detail?id=2605490140","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605490140?lang=zh_tw&edition=fundamental","pubTime":"2026-01-22 22:58","pubTimestamp":1769093914,"startTime":"0","endTime":"0","summary":"智通财经APP讯，嘉利国际 发布公告，自2025年第三季起，集团已接获一家人工智能领先企业的服务器机壳订单，该订单已完成机壳设计开发，且通过客户样品验证，并准备进入量产。公司预计2026年全年客户对中国和泰国工厂生产产能维持强劲需求。此外，集团于泰国自购土地新生产基地的建设工程已正式启动，预计首阶段生产设备将于本年底投入使用。集团持续改善国内及泰国生产基地的运转效率，以满足现有及新客户快速增长的订单需求。","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/1396420.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":["BK4107","ON","LU1720051017.SGD","LU1854104046.USD","LU2360107325.USD","BK4588","IE00BZ199S13.USD","LU1861214812.USD","BK1167","LU0724618433.USD","BK4512","LU1854103824.USD","BK4141","LU1720051108.HKD","LU1978683503.SGD","LU2357305700.SGD","BK4605","LU1548497426.USD","ASIC","01050","LU0124384867.USD","LU1861215975.USD","IE00BD6J9T35.USD","LU1861219969.SGD","LU2298322129.HKD","LU0348723411.USD","LU1861220033.SGD","BK4585","IE00BFMHRM44.USD"],"gpt_icon":0},{"id":"2603538559","title":"AI芯片高景氣延續！RBC預測：三年內規模有望突破5500億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2603538559","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603538559?lang=zh_tw&edition=fundamental","pubTime":"2026-01-16 10:13","pubTimestamp":1768529600,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，加拿大皇家银行资本市场预测，源于人工智能应用领域的半导体营收将从2025年的2200亿美元，增长至2028年的超过5500亿美元。报告认为，高带宽存储器需求将成为核心增长引擎，并有望削弱存储器市场的周期性波动特征。Pajjuri补充道：“此外，背侧供电、先进封装以及三维结构等技术趋势的落地，让我们有理由相信，未来两年晶圆制造设备市场增速至少能达到高个位数水平。”","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/1393670.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4528","ASIC","AI","BK4023","BK4588","BK4107","BK4551","BK4587","BK4543","BK4585","HBM","BK4168"],"gpt_icon":0},{"id":"2602518044","title":"高盛展望2026大中華區科技趨勢：ASIC成AI服務器增量核心，光模塊邁向1.6T，果鏈領跑智能手機.......","url":"https://stock-news.laohu8.com/highlight/detail?id=2602518044","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2602518044?lang=zh_tw&edition=fundamental","pubTime":"2026-01-12 17:45","pubTimestamp":1768211155,"startTime":"0","endTime":"0","summary":"高盛报告指出，AI基础设施、消费电子形态创新与半导体本土化将成为核心主线。报告预测，ASIC服务器渗透率提升与折叠iPhone推出是两大关键增长动力，将带动AI服务器（光模块、散热）、高端手机供应链及半导体设备材料等细分领域。同时，行业将呈结构性分化，传统PC等部分环节增长承压，投资机会将更多来自龙头企业的技术壁垒与供需错配。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3763096","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"e54c831b72085409858fd66ff047f7ed","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3763096","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":["BK4141","LU2237443465.HKD","LU2237443895.HKD","LU1868837300.USD","LU0048573561.USD","IE0034235188.USD","IE00BD6J9T35.USD","ASIC","LU2471134952.CNY","LU1894683264.USD","IE00BZ199S13.USD","IE00B19Z3B42.SGD","LU2471134879.HKD","IE0004086264.USD","LU0345770993.USD","LU2237443622.USD","LU2471134523.USD","BK4512","LU1868836591.USD","LU2237438978.USD","LU1894683348.USD","LU2357305700.SGD","LU0124384867.USD","IE00BFMHRM44.USD","LU0061475181.USD","BK4127","BK4107","LU2237443549.SGD","LU1668664300.SGD","LU1791807156.HKD","LU2298322129.HKD","LU1868836757.USD","IE00BFXG1179.USD","BK4588","LU0724618433.USD","BK4504","BK4533","LU1720051108.HKD","LU1861214812.USD","LU0348723411.USD","LU2265009873.SGD","LU1868837136.USD","LU1861220033.SGD","LU1854104046.USD","LU0096364046.USD","LU2750360641.GBP","ON","BK4552","BK4585","LU0251142724.SGD"],"gpt_icon":0},{"id":"2601715875","title":"瑞銀亞洲硬件2026年展望：掘金上游組件與代工廠，規避高成本品牌商","url":"https://stock-news.laohu8.com/highlight/detail?id=2601715875","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2601715875?lang=zh_tw&edition=fundamental","pubTime":"2026-01-07 17:15","pubTimestamp":1767777346,"startTime":"0","endTime":"0","summary":"尽管市场对AI货币化和电力供应存在担忧，但这些因素尚不足以阻碍2026年的支出规模 。AI GPU、ASIC与服务器的全面共赢瑞银认为2026年将呈现AI GPU与定制化芯片共同繁荣的局面 。受存储器高价影响，瑞银下调了2026年PC出货量预测，预计该年度有4%的衰退。","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/1389869.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":["LU2087621335.USD","LU1803068979.SGD","BK4592","LU1699723380.USD","LU2237443895.HKD","IE00BJJMRY28.SGD","LU1037948897.HKD","BK4543","BK4107","LU0786609619.USD","LU2552382058.USD","LU0234570918.USD","BK4527","AI","LU2237443978.SGD","USJW.SI","LU1069347547.HKD","LU0289960550.SGD","IE0034235071.USD","BK4077","IE00BFXG0V08.USD","LU1934455863.HKD","LU0889565833.HKD","SG9999015978.USD","BK4118","LU0238689110.USD","LU1863844665.USD","BK4507","LU1066051225.USD","LU0719512351.SGD","IE000M9KFDE8.USD","LU1839511570.USD","SG9999014898.SGD","LU0210528500.USD","LU1804176565.USD","ASIC","LU0323591593.USD","LU2286300806.USD","LU0348723411.USD","LU1934455194.USD","LU0068578508.USD","LU1814569148.SGD","IE00B775H168.HKD","LU1035773651.USD","IE00BWXC8680.SGD","IE00BZ199S13.USD","SG9999014880.SGD","UBS","SG9999002232.USD"],"gpt_icon":1},{"id":"2601748870","title":"高盛——全球服務器行業：ASIC服務器持續擴張，人工智能整機櫃芯片平台走向多元化（附下載）","url":"https://stock-news.laohu8.com/highlight/detail?id=2601748870","media":"外资精华观点","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2601748870?lang=zh_tw&edition=fundamental","pubTime":"2026-01-07 11:54","pubTimestamp":1767758061,"startTime":"0","endTime":"0","summary":"免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载高盛——全球服务器行业：ASIC服务器持续扩张，人工智能整机柜芯片平台走向多元化翻译精华报告更新了全球服务器市场规模预测，涵盖人工智能训练服务器、人工智能推理服务器、通用服务器、高性能计算服务器，以及中美领先云服务商资本开支情况。","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=nesSN20260107123544a6fd0199&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107123544a6fd0199&s=b","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":"tencent","symbols":["IE00BD6J9T35.USD","LU2237443622.USD","BK4107","BK4550","IE00BZ199S13.USD","LU2237443465.HKD","ON","LU2750360997.AUD","LU2237443382.USD","LU2471134952.CNY","LU1978683503.SGD","IE0034235188.USD","IE0002270589.USD","LU0251142724.SGD","ASIC","IE00BFMHRM44.USD","LU2237443895.HKD","LU1894683348.USD","LU2750360641.GBP","LU0048573561.USD","BK4504","LU1854103824.USD","LU1791807156.HKD","LU2471134879.HKD","LU2471134796.USD","BK4605","BK4516","LU1861214812.USD","LU1868836591.USD","LU2471134523.USD","LU2237443549.SGD","LU0345770993.USD","LU1868836757.USD","BK4588","LU1861219969.SGD","LU1720051108.HKD","IE00B19Z3B42.SGD","LU0345770308.USD","IE00BSNM7G36.USD","LU0251131958.USD","LU0742534661.SGD","LU2237438978.USD","LU0348723411.USD","LU0096364046.USD","LU1894683264.USD","LU1668664300.SGD","LU1868837300.USD","BK4552","LU2265009873.SGD","LU0724618433.USD"],"gpt_icon":0},{"id":"2601763610","title":"大廠正在拋棄GPU","url":"https://stock-news.laohu8.com/highlight/detail?id=2601763610","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2601763610?lang=zh_tw&edition=fundamental","pubTime":"2026-01-05 09:47","pubTimestamp":1767577639,"startTime":"0","endTime":"0","summary":"预计今年图形处理器的订单量将高达200万块，但目前可用的GPU仅有约70万块。5日，市场研究公司TrendForce表示，预计今年人工智能服务器市场中，云服务公司对自研ASIC的需求增速将超过GPU的需求增速。云公司ASIC的增长率预计为44.6%，高于GPU的16.1%。这被解读为GPU供应受限正在加速ASIC普及的结构性信号。尽管GPU用途广泛、性能卓越，且人工智能基础设施部署迅速，但业界预计其供应链风险将在今年达到顶峰。","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=nesSN20260105095207a6f3b7fd&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105095207a6f3b7fd&s=b","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":"tencent","symbols":["LU0048584097.USD","LU2896262040.SGD","NVDX","LU2286300806.USD","LU2430703251.USD","NVD2.UK","SG9999014567.USD","LU2413666426.HKD","3NVD.UK","NVDA","ASIC","LU2265009873.SGD","SG9999014906.USD","LU1267930490.SGD","TCO","NVDD","LU2491049909.HKD","AMZN","LU2360032135.SGD","LU1366192091.USD","IE00BZ1G4Q59.USD","IE00BKVL7J92.USD","NVD3.UK","NVD","LU0823414478.USD","LU0061474705.USD","BK4549","LU0348723411.USD","LU0820561818.USD","NVDY","CAGR","HBM","ON","LU2237438978.USD","2NVD.UK","LU0274383776.USD","LU0256863902.USD","LU2089284900.SGD","NVIW.SI","LU0175139822.USD","GOOG","LU1854103824.USD","SNVD.UK","GOOGL","NVDU","IE00B19Z8X17.USD","NVDS","LU1721428933.USD","LU2168564495.EUR","NVDS.UK","LU0157215616.USD","LU2065171311.SGD"],"gpt_icon":1},{"id":"2595724672","title":"通信行業周跟蹤：英偉達投資Groq重點佈局推理ASIC，科創板促進商業航天加速發展","url":"https://stock-news.laohu8.com/highlight/detail?id=2595724672","media":"山西证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2595724672?lang=zh_tw&edition=fundamental","pubTime":"2025-12-31 16:07","pubTimestamp":1767168456,"startTime":"0","endTime":"0","summary":"投资要点行业动向：1）英伟达200亿美金“技术收购”Groq，布局低延迟推理技术根据芯东西报道，Groq12月25日与英伟达达成一项非独家授权协议，授权英伟达使用Groq的推理技术，作为该协议的一部分，Groq团队成员将加入英伟达以帮助推进和扩大授权技术规模，而GroqCloud将继续独立正常运营没有被收购。","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=nesSN20251231160800a6e4a8c1&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251231160800a6e4a8c1&s=b","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":"tencent","symbols":["LU2272731600.USD","SG9999014914.USD","LU0198837287.USD","NVD2.UK","LU1989764664.SGD","IE00BFMHRM44.USD","NVDS.UK","LU2360032135.SGD","LU0289960550.SGD","LU1496350171.SGD","LU0109391861.USD","NVDU","LU1803068979.SGD","ASIC","2NVD.UK","LU2092627202.USD","LU2089283258.USD","NVDD","LU0882574139.USD","LU0476273544.USD","LU0342679015.USD","NVD","IE000KEQY171.SGD","LU2756315318.SGD","LU0472753341.HKD","LU0345768740.USD","LU0640476718.USD","SNVD.UK","LU0957791311.USD","NVDS","NVDY","LU1721428933.USD","LU1633808545.USD","NVD3.UK","LU0256863811.USD","NVDA","IE00B7KXQ091.USD","LU2552382058.USD","ON","SG9999014567.USD","LU0345768153.USD","LU1861214812.USD","3NVD.UK","LU1815336760.USD","LU2473716301.USD","IE00BJTD4N35.SGD","NVIW.SI","LU0823434740.USD"],"gpt_icon":1},{"id":"2594817462","title":"國海證券：GPU+ASIC滲透加速 液冷市場規模再添增量","url":"https://stock-news.laohu8.com/highlight/detail?id=2594817462","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2594817462?lang=zh_tw&edition=fundamental","pubTime":"2025-12-25 11:49","pubTimestamp":1766634574,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国海证券发布研报称，英伟达GPU服务器之外，ASIC服务器亦逐步推出液冷方案。市场规模测算：以单颗AI芯片1376美元计算，2026年英伟达GPU液冷市场有望达119亿美元，ASIC液冷市场有望达46亿美元，整体数据中心液冷市场规模有望达165亿美元，2025-2026年CAGR约59%。","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/1385775.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":["LU1854103824.USD","LU1720051017.SGD","LU1861219969.SGD","LU0348723411.USD","LU2360107325.USD","BK0174","BK4588","BK4605","BK4141","ASIC","BK4107","BK4512","LU1548497426.USD","BK0276","ON","BK0183","IE00BD6J9T35.USD","BK4585","LU1854104046.USD","LU1978683503.SGD","LU0724618433.USD","LU0124384867.USD","LU2357305700.SGD","LU2298322129.HKD","IE00BFMHRM44.USD","BK0188","IE00BZ199S13.USD","LU1720051108.HKD","BK0028","000750","LU1861220033.SGD","LU1861215975.USD","LU1861214812.USD"],"gpt_icon":0},{"id":"2593474785","title":"ASIC來勢洶洶，英偉達慌了嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2593474785","media":"半导体芯闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593474785?lang=zh_tw&edition=fundamental","pubTime":"2025-12-24 18:19","pubTimestamp":1766571589,"startTime":"0","endTime":"0","summary":"从目前来看，英伟达的护城河因出货量、经验曲线效应以及多年端到端系统工作，形成稳固护城河；OpenAI则因平台执行力及企业需求而保持领先。虽然早期“Google可能颠覆OpenAI”的情境确实存在可能性，但数据与平台动态显示，OpenAI先行者优势正逐步转化为更持久的竞争力，尤其随着企业逐渐成为市场重心，加上与英伟达的合作关系变得更加重要。","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=nesSN20251224203513a4736488&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224203513a4736488&s=b","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":"tencent","symbols":["BK4548","IE00BQXX3C00.GBP","LU0276348264.USD","LU1037948897.HKD","HK0000306685.HKD","3NVD.UK","LU2108987350.USD","LU2433249047.HKD","LU2213496289.HKD","NVDD","LU1852331112.SGD","NVDY","LU0127658192.USD","NVIW.SI","2NVD.UK","NVD","LU1242518931.SGD","BK4549","LU2063271972.USD","NVDS.UK","SG9999015978.USD","LU1923622291.USD","NVD2.UK","LU1935043536.SGD","LU1815336760.USD","GOOG","IE00BQXX3D17.EUR","ON","NVD3.UK","LU1989772923.USD","SNVD.UK","LU1066051498.USD","NVDS","LU1989764664.SGD","LU1934455277.USD","LU2244417387.USD","LU0345768153.USD","LU1861127337.USD","LU0557290698.USD","LU0265550359.USD","LU0323591593.USD","IE00BQXX3F31.USD","NVDU","NVDA","LU1989772840.SGD","ASIC","LU2023250504.SGD","NVDX","LU2290526834.HKD","BK4592"],"gpt_icon":1},{"id":"2593415458","title":"山石網科：公司積極推動ASIC新一代安全產品的商機落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2593415458","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593415458?lang=zh_tw&edition=fundamental","pubTime":"2025-12-23 21:43","pubTimestamp":1766497380,"startTime":"0","endTime":"0","summary":"证券日报网讯 12月23日，山石网科在互动平台回答投资者提问时表示，技术创新和高效的运营管理是公司制定的行业突围策略，对公司而言，ASIC安全芯片技术是应对信创市场需求、打造差异化竞争优势的战略创新。自量产测试成功公告发布以来，公司积极推动ASIC新一代安全产品的商机落地，目前已实现能源行业等客户的项目中标。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-23/doc-inhcuyui5278890.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-23/doc-inhcuyui5278890.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1854104046.USD","LU0724618433.USD","LU1854103824.USD","LU2360107325.USD","688030","BK4107","LU2298322129.HKD","LU0124384867.USD","IE00BFMHRM44.USD","BK4605","BK4588","BK4141","LU1548497426.USD","LU1861215975.USD","ON","LU1861220033.SGD","LU2357305700.SGD","LU1978683503.SGD","LU1720051108.HKD","ASIC","LU1861219969.SGD","BK0231","BK4585","LU1861214812.USD","LU0348723411.USD","BK4512","IE00BZ199S13.USD","LU1720051017.SGD","IE00BD6J9T35.USD"],"gpt_icon":0},{"id":"2592368149","title":"山石網科杜旭暉：以 「ASIC+AI」戰略構建體系化安全治理，助力企業可持續安全運營","url":"https://stock-news.laohu8.com/highlight/detail?id=2592368149","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592368149?lang=zh_tw&edition=fundamental","pubTime":"2025-12-20 23:41","pubTimestamp":1766245260,"startTime":"0","endTime":"0","summary":"　　12月19日-20日，“第二十二届中国国际金融论坛”在上海举行，主题为：数字经济时代的智能金融生态构建。山石网科行业技术专家杜旭晖出席并演讲。　　面对攻强守弱的网络安全常态，杜旭晖指出，山石网科以“ASIC+AI” 的双A战略构建体系化安全治理体系。","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/hy/hyjz/2025-12-20/doc-inhcnpwv4230865.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":["BK4605","LU1861215975.USD","BK4585","LU1861219969.SGD","LU0124384867.USD","LU0724618433.USD","BK0231","LU2298322129.HKD","IE00BZ199S13.USD","ASIC","LU1548497426.USD","LU1854104046.USD","IE00BD6J9T35.USD","LU1854103824.USD","LU1720051108.HKD","LU1720051017.SGD","688030","BK4107","LU0348723411.USD","BK4141","LU2360107325.USD","LU1978683503.SGD","LU1861220033.SGD","BK4588","BK4512","LU1861214812.USD","IE00BFMHRM44.USD","ON","LU2357305700.SGD"],"gpt_icon":0},{"id":"2592911143","title":"區塊鏈ASIC研發上市公司AGM Group已完成 200 萬美元可轉換票據發行交割","url":"https://stock-news.laohu8.com/highlight/detail?id=2592911143","media":"链捕手","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592911143?lang=zh_tw&edition=fundamental","pubTime":"2025-12-20 11:05","pubTimestamp":1766199946,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，纳斯达克上市的区块链 ASIC 芯片研发上市公司 AGM Group 宣布已完成总计 200 万美元的可转换票据发行交割，相关募资交易分两次进行，150 万美元在首次交割时支付，剩余 50 万美元第二次交割已于 12 月 18 日完成。AGM Group 还披露此前已达成投资协议，将通过发行可转换票据分三期募资总额 600 万美元。 ","market":"nz","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://www.chaincatcher.com/article/2231297","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861215975.USD","LU1861219969.SGD","LU2357305700.SGD","BK4195","LU0124384867.USD","IE00BFMHRM44.USD","BK4512","IE00BD6J9T35.USD","LU1861214812.USD","BK4229","LU0348723411.USD","AGM","LU1720051108.HKD","LU1720051017.SGD","LU1854103824.USD","ON","IE00BZ199S13.USD","BK4605","BK4588","LU1978683503.SGD","ASIC","BK4107","LU1854104046.USD","LU0724618433.USD","LU1861220033.SGD","BK4585","LU2298322129.HKD","LU1548497426.USD","BK4141","LU2360107325.USD"],"gpt_icon":0},{"id":"2592133010","title":"【山證通信】周跟蹤（20251208-20251214）：博通財報驗證ASIC景氣度，長12甲有望再挑戰可回收任務","url":"https://stock-news.laohu8.com/highlight/detail?id=2592133010","media":"山西证券研究所","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592133010?lang=zh_tw&edition=fundamental","pubTime":"2025-12-19 08:47","pubTimestamp":1766105252,"startTime":"0","endTime":"0","summary":"博通最新季报显示，公司营收为180.2亿美元，同比增长28%，合并调整后EBITDA为121.2亿美元，同比增长34%，均超市场预期。博通预计下一季度营收将达到191亿美元，其中AI芯片收入或同比翻倍增至82亿美元。市场整体：本周市场整体上涨，申万通信指数涨6.27%，创业板指数涨2.74%，科创板指数涨1.72%，深圳成指涨0.84%，沪深300跌0.08%，上证综指跌0.34%。2）长征十二甲运载火箭有望近期首飞，将继续挑战液氧甲烷火箭全球首个可回收任务。","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=nesSN20251219084955a6b49422&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219084955a6b49422&s=b","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":"tencent","symbols":["ON","AVGO","ASIC"],"gpt_icon":0},{"id":"2591695910","title":"英特爾的ASIC雄心","url":"https://stock-news.laohu8.com/highlight/detail?id=2591695910","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591695910?lang=zh_tw&edition=fundamental","pubTime":"2025-12-15 09:31","pubTimestamp":1765762300,"startTime":"0","endTime":"0","summary":"英特尔的人工智能计划已经连续几个季度处于不确定状态，但该公司似乎将瞄准两个主要领域：ASIC 和边缘人工智能。英特尔最终希望与博通和Marvell等公司并驾齐驱，但该公司计划通过向客户提供内部代工服务来脱颖而出，从而缩短产品上市时间，并与ASIC芯片客户保持密切合作。他的经验和市场人脉将助力英特尔更好地把握“ASIC热潮”。英特尔新的ASIC业务将“服务于广泛的外部客户”英特尔已决定进军 ASIC 和设计业务，作为其下一个重大业务。","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=nesSN20251215093622a44bc8ea&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215093622a44bc8ea&s=b","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":"tencent","symbols":["BK4141","LU2089985449.USD","LU2298322129.HKD","ASIC","LU1861214812.USD","IE00BZ199S13.USD","LU0724618433.USD","BK4543","LU1861220033.SGD","BK4602","LU1548497426.USD","BK4588","BK4554","BK4533","LU2357305700.SGD","LU1720051017.SGD","LU0321505439.SGD","BK4579","LU1720051108.HKD","LU1854103824.USD","IE00BD6J9T35.USD","BK4107","IE00BFMHRM44.USD","LU1978683503.SGD","LU2148611432.USD","LU0348723411.USD","LU1861219969.SGD","LU0321505868.SGD","LU0081259029.USD","BK4575","BK4585","BK4535","BK4534","LU2931357623.SGD","LU2543165471.USD","ON","BK4550","LU2360107325.USD","BK4612","BK4512","BK4527","LU1861215975.USD","INTC","LU0124384867.USD","LU0274383776.USD","BK4605","BK4529","LU1854104046.USD","BK4515"],"gpt_icon":1},{"id":"2591169369","title":"需求遠超供應!法巴銀行：半導體業集體看多2026，電力與ASIC風險被高估","url":"https://stock-news.laohu8.com/highlight/detail?id=2591169369","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591169369?lang=zh_tw&edition=fundamental","pubTime":"2025-12-15 09:10","pubTimestamp":1765761006,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，法国巴黎银行研究部指出，众多半导体企业对迈向2026年的供需形势仍持积极态度。\"投资者的主要担忧在于电力供应、ASIC竞争以及供应商融资能力。\"AMD和英伟达均表示，美国各地的电力供应正变得紧张。\"各方一致认为，电力是人工智能军备竞赛的主要瓶颈，\"奥康纳称。\"在近期TPU发布消息之后，ASIC竞争成为关注焦点，\"奥康纳指出。","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":"http://www.zhitongcaijing.com/content/detail/1381330.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1720051017.SGD","LU1978683503.SGD","LU0724618433.USD","BK4588","161121","LU1854104046.USD","LU0124384867.USD","LU1854103824.USD","LU1861214812.USD","LU1861215975.USD","LU1861219969.SGD","LU1861220033.SGD","LU1720051108.HKD","ON","LU2360107325.USD","BK4605","BK4512","IE00BFMHRM44.USD","LU0348723411.USD","IE00BD6J9T35.USD","LU2357305700.SGD","BK4141","LU2298322129.HKD","BK4585","BK4107","IE00BZ199S13.USD","LU1548497426.USD","ASIC"],"gpt_icon":0},{"id":"2591988756","title":"近1500億AI芯片訂單，簽署！","url":"https://stock-news.laohu8.com/highlight/detail?id=2591988756","media":"集微网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591988756?lang=zh_tw&edition=fundamental","pubTime":"2025-12-15 07:29","pubTimestamp":1765754996,"startTime":"0","endTime":"0","summary":"他补充称，在该季度内，Anthropic又追加了110亿美元的订单。这意味着合计超210亿美元的AI芯片订单签署。","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=nesSN20251215074209a44b6be9&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215074209a44b6be9&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0057025933.USD","LU0211328371.USD","HK0000306685.HKD","BK4543","LU2413666426.HKD","USJW.SI","NVD3.UK","NVIW.SI","LU1804176565.USD","SG9999014542.SGD","LU0276348264.USD","NVD2.UK","SG9999001440.SGD","LU1242518931.SGD","NVD","NVDY","NVDS.UK","LU1935043536.SGD","SMH","SNVD.UK","NVDA","LU0070302665.USD","3NVD.UK","LU0784385840.USD","AVGO","LU1732799900.SGD","NVDU","SOXX","LU1861127337.USD","2NVD.UK","LU0127658192.USD","NVDX","NVDS","TTM","BK4549","BK4592","LU1721428933.USD","IE00B19Z3B42.SGD","LU2063271972.USD","BK4548","LU0792757196.USD","LU0784385170.HKD","LU1917777945.USD","ASIC","NVDD"],"gpt_icon":1},{"id":"2591667548","title":"2026年ASIC搶地盤 台積電、鴻海等獲利","url":"https://stock-news.laohu8.com/highlight/detail?id=2591667548","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591667548?lang=zh_tw&edition=fundamental","pubTime":"2025-12-15 06:22","pubTimestamp":1765750925,"startTime":"0","endTime":"0","summary":"AI持续为2026年资本市场焦点已无悬念，但英伟达GPU不再独享聚光灯，特殊应用芯片也将吸引关注。法人表示，谷歌TPU v7、亚马逊AWS Trainium 3明年首季有望进入量产，将为ASIC带来新契机，中国台湾供应链包括台积电、鸿海、广达、台达电等将通吃GPU与ASIC市场。根据TrendForce预测，以AI服务器总量的增长率来看，CSP自研的ASIC类别在2026年增长率将达44.6%，超越GPU的16.1%。","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=nesSN20251215062307a6a2518c&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215062307a6a2518c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["ON","IE00B1XK9C88.USD","LU2357125470.USD","NVDY","HK0000306701.USD","NVD","IE00BJJMRY28.SGD","SG9999014880.SGD","SG9999014567.USD","LU0488056044.USD","NVD3.UK","SG9999014542.SGD","SG9999018865.SGD","LU0965509283.SGD","LU2322448957.HKD","LU1064131342.USD","LU2746668461.USD","IE00BFXG0V08.USD","LU2552382132.HKD","LU2491050071.SGD","3NVD.UK","LU2089985449.USD","03145","META","LU1244550221.USD","IE00B1BXHZ80.USD","AMZN","LU1934455863.HKD","NVDS","HK0000306685.HKD","2NVD.UK","NVDU","LU2237957902.USD","LU2458330243.SGD","GOOG","ASIC","BK4549","NVDA","NVDX","NVIW.SI","LU2290526834.HKD","LU0820562030.AUD","NVDD","TSM","LU0061474960.USD","NVDS.UK","GOOGL","SG9999015341.SGD","LU0672654240.SGD","MSFT","LU2237443978.SGD","SNVD.UK","IE00B5949003.HKD","NVD2.UK"],"gpt_icon":1},{"id":"2591633144","title":"博通財報透視ASIC：定製XPU性能表現超越通用GPU，但客户不會都自己做——硅基技術持續更新迭代，無法配置資源與GPU競爭！","url":"https://stock-news.laohu8.com/highlight/detail?id=2591633144","media":"王铮Silvia","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591633144?lang=zh_tw&edition=fundamental","pubTime":"2025-12-13 09:40","pubTimestamp":1765590036,"startTime":"0","endTime":"0","summary":"定制加速器业务实现同比翻番，客户正加速采用我们称之为 XPUs 的定制加速器，用于训练大型语言模型，并通过推理 API 和应用程序实现平台商业化。但这并不意味着另外两家客户也在使用 TPU。非AI业务表现平稳，AI收入加速增长并驱动主要增长态势将延续至2026年转向非人工智能半导体领域。据此，我们预计第一季度非 AI 半导体营收约为 41 亿美元，与去年同期持平，但因无线业务季节性因素环比下降。","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=nesSN20251213111008a446117c&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213111008a446117c&s=b","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":"tencent","symbols":["ON","ASIC","AVGO"],"gpt_icon":1},{"id":"2590578019","title":"20億美元！瑞薩電子一部門考慮出售","url":"https://stock-news.laohu8.com/highlight/detail?id=2590578019","media":"满天芯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2590578019?lang=zh_tw&edition=fundamental","pubTime":"2025-12-12 12:11","pubTimestamp":1765512719,"startTime":"0","endTime":"0","summary":"模拟芯片制造商SiTime公司正在洽谈收购瑞萨电子的电子计时部门。如果交易达成，该计时业务的估值可能高达20亿美元（含债务）。MegaChips目前仍持有SiTime 13%的股份。收购瑞萨电子计时部门的这笔交易将是SiTime迄今为止规模最大的收购。瑞萨电子是汽车行业的重要芯片供应商。剥离电子计时业务将使瑞萨电子能够筹集大量资金，并可能使其更专注于汽车芯片、工业芯片等核心市场。","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=nesSN20251212134854a44408da&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212134854a44408da&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1823568750.SGD","BK4581","LU1244550494.USD","BK4533","BK4588","LU0312595415.SGD","LU1861219969.SGD","LU1235294995.USD","SG9999003800.SGD","LU0949170772.SGD","ASIC","LU0347712357.USD","LU2413666426.HKD","LU2413666699.HKD","ST","LU1861214812.USD","LU1066051498.USD","IE00BYQQ9H92.USD","LU2129689431.USD","LU0661504455.SGD","BK4561","LU1228905540.USD","BK4567","IE00BFXG0V08.USD","LU0868494617.USD","LU0738911758.USD","LU1674673691.USD","BK4604","TXN","LU1003077747.HKD","LU1244550577.SGD","LU0545562505.USD","LU1066053197.SGD","LU1721428933.USD","LU0345774391.USD","BK4512","LU1228905037.USD","BK4107","LU0314104364.USD","LU0545039389.USD","LU1983260115.SGD","LU2129689514.USD","IE00BZ199S13.USD","LU1244550221.USD","BK4096","IE0008368304.USD","IE0009356076.USD","BK4534","SG9999011175.SGD","BK4554"],"gpt_icon":0},{"id":"2589413331","title":"新股前瞻| 全球最大的ASIC scaler芯片提供商，曦華科技四年累虧超4.6億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2589413331","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589413331?lang=zh_tw&edition=fundamental","pubTime":"2025-12-08 18:29","pubTimestamp":1765189766,"startTime":"0","endTime":"0","summary":"在AI时代下，智能显示芯片与智能感控芯片正成为市场需求的香喷喷，然而全球最大的ASICscaler芯片提供商，曦华科技却不到四年累亏超4.6亿元。该公司是一家端侧AI芯片与解决方案提供商，根据弗若斯特沙利文报告，于2024年，按出货量计，公司在全球scaler行业中排名第二，市场份额18.8%，及在ASICscaler行业中排名全球第一，市场份额55%。截至2025年9月，其拥有现金等价物0.6亿元，而短期的有息银行借款为1.02亿元。","market":"sh","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/1378901.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BFMHRM44.USD","ASIC","LU1978683503.SGD","BK4585","LU1861214812.USD","LU1861220033.SGD","LU2357305700.SGD","LU1720051017.SGD","BK4107","LU1861219969.SGD","ON","BK4605","LU1720051108.HKD","LU1861215975.USD","LU0124384867.USD","LU2298322129.HKD","159813","IE00BD6J9T35.USD","LU0724618433.USD","BK4141","BK4512","LU2360107325.USD","LU1854103824.USD","BK4588","IE00BZ199S13.USD","LU1854104046.USD","LU1548497426.USD","LU0348723411.USD"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":181,"code":"91000000","status":"200"}]}}