美股詳情

本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務

Ategrity Specialty Holdings

19.11

-0.4300-2.20%

成交量：4.29萬

成交額：81.95萬

市值：9.19億

市盈率：110.19

高：19.52

開：18.48

低：18.48

收：19.54

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：0.40

換手率：0.56%

股息：- -

股息率：- -

每股收益(TTM):0.1734

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：1.56

市盈率(LYR):158.57

資料載入中...

總覽公司新聞公告

先進封裝，最新路線圖

英特爾進軍ASIC定製服務市場！

異動解讀 | Ategrity Specialty Holdings盤中大漲6.10%，摩根大通上調目標價

英偉達五大舉措遏制 ASIC 競爭對手

半导体产业研究

Ategrity Specialty Insurance Company Holdings - 第三季度毛保費增長30.1%至1.439億美元

中微半導衝擊A+H雙重IPO！深耕微控制器領域，2023年淨利潤虧損

每日AI全球觀察 - 2025年10月17號

Ofweek维科网

傳瑞薩電子正考慮出售計時業務部門

电子工程专辑

【產業信息速遞】巨頭入局玻璃基板

北京半导体行业...

大行評級丨大摩：上調博通目標價至409美元看好ASIC和網絡業務長期前景

激光雷達競爭駛入「芯片與車規」深水區：未來L3級入門標準或為「500線+多雷達」

每日经济新闻

東方證券：金屬軟磁粉芯是ASIC省電必選項未來電感材料使用量有望進一步增長

傳OpenAI奧特曼密訪鴻海台積，洽談「星際之門」與自研芯片

巨頭入局玻璃基板

半导体行业观察

翱捷科技2025中報點評：下游需求旺盛推動增長，智能手機SoC+AI ASIC踏上新

澳大利亞擬立法要求加密平台持牌經營

澳大利亞發佈數字資產監管法案草案，加密平台需獲金融牌照

能與英偉達「掰手腕」？ASIC定製化芯片逐漸興起

中国信息化周报

AI 成為美股投資最大主題：「這不是 ROI 問題，是生存問題」

Zama 協議實現低至 0.9 毫秒的引導速度，後續將研發 FHE 專用芯片

{"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":19.11,"timestamp":1761673221345,"preClose":19.54,"halted":0,"volume":42874,"delay":0,"floatShares":7621009,"shares":48066674,"eps":0.173427,"marketStatus":"交易中","change":-0.43,"latestTime":"10-28 13:40:56 EDT","open":18.48,"high":19.52,"low":18.48,"amount":819488.834112,"amplitude":0.053224,"askPrice":19.13,"askSize":107,"bidPrice":19.03,"bidSize":3,"shortable":3,"etf":0,"ttmEps":0.173427,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1761681600000},"marketStatusCode":2,"adr":0,"listingDate":1749614400000,"exchange":"NYSE","adjPreClose":19.54,"postHourTrading":{"tag":"盘后","latestPrice":19.54,"preClose":19.54,"latestTime":"16:10 EDT","volume":124,"amount":2422.96,"timestamp":1761595803978},"volumeRatio":0.399912},"@#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":0.399912,"shares":48066674,"dividePrice":0,"high":19.52,"amplitude":0.053224,"preClose":19.54,"low":18.48,"week52Low":16.35,"pbRate":"1.56","psRate":"2.26","week52High":25.3,"institutionHeld":0,"latestPrice":19.11,"committee":-0.945455,"eps":0.173427,"divideRate":0,"volume":42874,"delay":0,"ttmEps":0.173427,"open":18.48,"prevYearClose":17,"prevWeekClose":18.94,"prevMonthClose":19.77,"prevQuarterClose":19.77,"fiveDayClose":18.82,"twentyDayClose":19.77,"sixtyDayClose":19.5},"@#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":1755230400000},"@#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":"2025-10-24","current":112.669884,"percent":0,"low":12.838664,"twenty":15.316667,"median":17.995295,"eighty":20.987236,"high":24.303913,"avg":18.228344,"sd":2.894251,"marketCap":902211470},"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}],"updateTime":1761634181881},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"ASIC\",pageSize:20,pageCount:1,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2578601649","title":"先進封裝，最新路線圖","url":"https://stock-news.laohu8.com/highlight/detail?id=2578601649","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578601649?lang=zh_tw&edition=fundamental","pubTime":"2025-10-28 09:54","pubTimestamp":1761616486,"startTime":"0","endTime":"0","summary":"SRC发布了微电子和先进封装技术 (MAPT)路线图2.0","market":"hk","thumbnail":"https://img3.gelonghui.com/2c5df-0a727e61-0fae-4161-a5ce-1e1dd0ed5a57.jpg?guru_height=762&guru_width=1280&guru_size=161062","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/2c5df-0a727e61-0fae-4161-a5ce-1e1dd0ed5a57.jpg?guru_height=762&guru_width=1280&guru_size=161062"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3079958","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":"gelonghui_highlight","symbols":["LU0264606111.USD","IE00BQXX3D17.EUR","LU1211504680.USD","IP","IE00BQXX3F31.USD","SIMO","LU1508157978.USD","LU2125154778.USD","LU2271345857.HKD","03145","HBM","LU2237443978.SGD","LU2089283258.USD","LU0082616367.USD","LU0289960550.SGD","BK4548","DSE","LU2211814178.USD","LU1282649067.USD","LU2471134523.USD","PCB","LU0128526141.USD","DFT","LU2471134796.USD","TSM","BK4527","RF","LU0823421333.USD","SGXZ99366536.SGD","LU1169589451.USD","LU0965509101.SGD","LU0823421416.USD","LU0889566641.SGD","BSM","LU1623119135.USD","LU2111349929.HKD","LU0384037296.USD","LU0861579265.USD","IE00BQXX3C00.GBP","IE00B3M56506.USD","MAPT","SG9999004220.SGD","ASIC","LU2089284900.SGD","HI","LU1880398471.USD","SGXZ81514606.USD","LU2250418816.HKD","LU1852331112.SGD","LU2092937221.SGD"],"gpt_icon":1},{"id":"2578660562","title":"英特爾進軍ASIC定製服務市場！","url":"https://stock-news.laohu8.com/highlight/detail?id=2578660562","media":"芯智讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578660562?lang=zh_tw&edition=fundamental","pubTime":"2025-10-27 10:48","pubTimestamp":1761533332,"startTime":"0","endTime":"0","summary":"近日，英特尔公布了超出市场预期的三季度财报，不仅营收在一年半以来首度恢复增长，而且还实现了扭亏为盈。对此，英特尔将其归因于核心市场的增长。显然，推动博通和Marvell的AI相关业绩大幅增长的关键，正是得益于外部大客户旺盛的ASIC定制服务需求。而这些是其他AISC定制服务厂商所无法比拟的。显然，这也正是英特尔ASIC定制服务的一部分。","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=nesSN20251027105124a47698da&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=nesSN20251027105124a47698da&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":["BK4107","BK4585","BK4512","BK4612","LU1854103824.USD","BK4550","BK4602","BK4529","LU0081259029.USD","LU2148611432.USD","LU0724618433.USD","BK4141","LU1720051108.HKD","BK4579","LU1861215975.USD","BK4554","LU2298322129.HKD","LU1978683503.SGD","BK4534","BK4527","LU1861219969.SGD","IE00BFMHRM44.USD","BK4533","LU1854104046.USD","LU1861220033.SGD","BK4543","LU2357305700.SGD","IE00BD6J9T35.USD","ASIC","BK4605","LU0321505439.SGD","LU0124384867.USD","LU1720051017.SGD","BK4575","BK4535","IE00BZ199S13.USD","LU0348723411.USD","ON","INTC","LU0321505868.SGD","LU1548497426.USD","LU2360107325.USD","BK4515","LU2543165471.USD","LU1861214812.USD","BK4588"],"gpt_icon":1},{"id":"1156747189","title":"異動解讀 | Ategrity Specialty Holdings盤中大漲6.10%，摩根大通上調目標價","url":"https://stock-news.laohu8.com/highlight/detail?id=1156747189","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156747189?lang=zh_tw&edition=fundamental","pubTime":"2025-10-23 21:38","pubTimestamp":1761226686,"startTime":"0","endTime":"0","summary":"周四盘中，Ategrity Specialty Holdings股价大涨6.10%，引发市场关注。消息面上，华尔街知名投行摩根大通上调了对Ategrity Specialty Insurance Company Holdings的目标价，从22美元上调至23美元。分析人士指出，摩根大通上调目标价反映了其对Ategrity Specialty Holdings未来发展前景的看好。这可能基于公司近期的经营表现或行业发展趋势。投资者对此反应积极，推动了股价的大幅上涨。不过，投资者在做出投资决策时仍需谨慎，全面考虑公司基本面和市场风险。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ASIC"],"gpt_icon":0},{"id":"2577316346","title":"英偉達五大舉措遏制 ASIC 競爭對手","url":"https://stock-news.laohu8.com/highlight/detail?id=2577316346","media":"半导体产业研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577316346?lang=zh_tw&edition=fundamental","pubTime":"2025-10-23 08:00","pubTimestamp":1761177633,"startTime":"0","endTime":"0","summary":"然而，据供应链内部人士透露，英伟达凭借从产品迭代速度到生态掌控力等五大战略支柱，仍在不断巩固其在 AI 计算领域的主导地位。有观点预测，ASIC 厂商可能会侵占英伟达的市场份额，但业内人士表示，巨大的成本差距与架构差异意味着 GPU 与 ASIC 更多是互补而非替代关系，二者分别定义了两种不同的计算模式。随着竞争对手增多，英伟达目前已将 AI 处理器的更新周期缩短至每年一次，迫使竞争对手陷入难以跟上的竞速循环。","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=nesSN20251023080504a46f4b09&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=nesSN20251023080504a46f4b09&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":["LU2417539215.USD","LU1861219969.SGD","NVDS","IE00BFMHRM44.USD","BK4598","SNVD.UK","LU0211328371.USD","LU0289961442.SGD","BK4581","LU2471134796.USD","04335","AAPL","IE0005OL40V9.USD","LU2326559502.SGD","LU1267930730.SGD","LU1791710400.SGD","NVDU","LU2430703178.SGD","LU0048584097.USD","LU1861215975.USD","LU2750360997.AUD","3NVD.UK","LU0823414551.USD","BK4554","LU0444973449.USD","LU1861220033.SGD","LU2125154935.USD","LU1084165304.USD","NVDY","AVGO","ASIC","LU0943347566.SGD","NVDX","LU1366192091.USD","LU0056508442.USD","NVIW.SI","LU0511384066.AUD","NVD2.UK","NVDS.UK","LU2087621335.USD","NVDA","IE0034235303.USD","LU0683600562.USD","NVD","LU1791710582.SGD","LU2294711713.HKD","NVD3.UK","NVDD","LU0127658192.USD","2NVD.UK","ON","LU0310799852.SGD"],"gpt_icon":1},{"id":"1107117585","title":"Ategrity Specialty Insurance Company Holdings - 第三季度毛保費增長30.1%至1.439億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1107117585","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107117585?lang=zh_tw&edition=fundamental","pubTime":"2025-10-23 04:30","pubTimestamp":1761165007,"startTime":"0","endTime":"0","summary":"Ategrity Specialty Insurance Company Holdings - 第三季度毛保费增长30.1%至1.439亿美元","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4107","ASIC"],"gpt_icon":0},{"id":"2577356749","title":"中微半導衝擊A+H雙重IPO！深耕微控制器領域，2023年淨利潤虧損","url":"https://stock-news.laohu8.com/highlight/detail?id=2577356749","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577356749?lang=zh_tw&edition=fundamental","pubTime":"2025-10-22 16:21","pubTimestamp":1761121319,"startTime":"0","endTime":"0","summary":"主要产品价格下降","market":"hk","thumbnail":"https://img2.gelonghui.com/a5288-7d379cc5-fabc-457d-b31b-8f955fd10a46.jpg?guru_height=921&guru_width=1713&guru_size=206276","type":0,"news_type":0,"thumbnails":["https://img2.gelonghui.com/a5288-7d379cc5-fabc-457d-b31b-8f955fd10a46.jpg?guru_height=921&guru_width=1713&guru_size=206276"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3045567","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["SMH","BK4588","BK4585","ASIC","SOXX","BK4107","BK0214","688380"],"gpt_icon":1},{"id":"2576019687","title":"每日AI全球觀察 - 2025年10月17號","url":"https://stock-news.laohu8.com/highlight/detail?id=2576019687","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576019687?lang=zh_tw&edition=fundamental","pubTime":"2025-10-17 10:59","pubTimestamp":1760669966,"startTime":"0","endTime":"0","summary":"OpenAI将负责芯的设计，博通将利其先进的制造能进产。通过和芯片巨头博通合作，OpenAI计划部署相当于800万个家庭用电量的定制AI芯片。这是次将该新标准应于科AI建模，有望实现败症的抢先预，显著降低童死亡率。一个AI模型能提前48小时准确预测小孩会不会得败血症，这有望大大降低儿童死亡率。在医疗领域，AI能提前预测儿童重病，还能发现隐藏的癌症，救人于无形。","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=nesSN20251017110111a4645017&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=nesSN20251017110111a4645017&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":["LU2272731865.HKD","NVDX","NVDS","LU2023250504.SGD","LU1989763005.USD","MSFT","LU0061475181.USD","LU1861127337.USD","LU2592432038.USD","LU0128525929.USD","BK4532","2NVD.UK","LU2458330243.SGD","NVD3.UK","SG9999011175.SGD","LU1974910355.USD","IE00BKDWB100.SGD","LU0096362180.USD","GB00B4QBRK32.GBP","3NVD.UK","LU1244550494.USD","LU1670628061.USD","LU2272731600.USD","LU0964807845.USD","LU0553294199.USD","AI","IE00BGHQDM52.EUR","SG9999018857.SGD","LU0708995401.HKD","LU1127390331.HKD","NVD","NVDD","LU1551013342.USD","NVDA","LU2458330169.SGD","NVIW.SI","SNVD.UK","GB00B4LPDJ14.GBP","NVDY","ASIC","NVDS.UK","IE00B3M56506.USD","LU0545039389.USD","BK4514","NVD2.UK","NVDU","AVGO","LU2298321311.HKD"],"gpt_icon":1},{"id":"2576704725","title":"傳瑞薩電子正考慮出售計時業務部門","url":"https://stock-news.laohu8.com/highlight/detail?id=2576704725","media":"电子工程专辑","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576704725?lang=zh_tw&edition=fundamental","pubTime":"2025-10-17 10:56","pubTimestamp":1760669775,"startTime":"0","endTime":"0","summary":"近日，日本半导体巨头瑞萨电子被曝正考虑以20亿美元出售其计时业务部门，并已聘请摩根大通担任财务顾问。瑞萨电子计时业务部门专注于开发和管理时钟、定时及同步功能的专用集成电路，主要应用于数据中心、电信基础设施和5G网络等高增长领域。据路透社称，截至发稿时，瑞萨电子与摩根大通均拒绝就此置评，而德州仪器和英飞凌则未立即回应置评请求。作为全球最大的微控制器供应商之一，瑞萨电子也是汽车行业的重要芯片供应商。","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=nesSN20251017111549a46455d0&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=nesSN20251017111549a46455d0&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":["BK4107","BK4604","BK4585","BK4512","LU0545562505.USD","LU2129689605.HKD","LU2413666426.HKD","ST","IE00BYQQ9H92.USD","LU0545039389.USD","LU0553294199.USD","LU2129689431.USD","BK4096","LU2129689514.USD","IE0009356076.USD","LU0312595415.SGD","LU1228905037.USD","LU1674673691.USD","BK4534","LU1228905540.USD","LU1983260115.SGD","BK4581","LU1778281490.HKD","LU0949170772.SGD","LU1861219969.SGD","BK4533","BK4561","IE0008368304.USD","LU0345774391.USD","LU1235294995.USD","IE00BFXG0V08.USD","LU1244550577.SGD","ASIC","BK4605","LU0347712357.USD","LU1244550494.USD","LU1674673428.USD","SMH","TXN","IE00BZ199S13.USD","LU1721428933.USD","LU0314104364.USD","LU1046421795.USD","LU1823568750.SGD","LU1066053197.SGD","SOXX","LU2133065610.SGD","STM","LU1861214812.USD","BK4588"],"gpt_icon":1},{"id":"2575791643","title":"【產業信息速遞】巨頭入局玻璃基板","url":"https://stock-news.laohu8.com/highlight/detail?id=2575791643","media":"北京半导体行业...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575791643?lang=zh_tw&edition=fundamental","pubTime":"2025-10-16 12:25","pubTimestamp":1760588731,"startTime":"0","endTime":"0","summary":"特斯拉和苹果正在探索引入半导体玻璃基板。据报道，特斯拉和苹果近期与一家正在准备玻璃基板的制造商会面，了解了半导体玻璃基板技术，并讨论了合作计划。特斯拉和苹果对玻璃基板的兴趣被认为是受人工智能驱动。博通已经在积极推进半导体玻璃基板的应用，并已测试了原型。基板行业相关人士表示：“积极推进玻璃基板导入的博通公司，正在为多家大型科技公司开发ASIC半导体芯片，因此玻璃基板市场有望进一步扩大。”","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=nesSN20251016134456a462ad32&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=nesSN20251016134456a462ad32&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":["LU1814569148.SGD","LU2361044949.HKD","LU2168564065.EUR","LU2054465674.USD","SG9999015945.SGD","LU0265550359.USD","BK4575","ASIC","BK4554","LU1116320901.HKD","LU2458330169.SGD","LU2290526834.HKD","LU2860962120.EUR","IE00B4YYXB79.USD","BK4107","LU1037948897.HKD","LU2462157665.USD","LU2458330243.SGD","IE00BWXC8680.SGD","LU1868836914.USD","SG9999002232.USD","LU2360106780.USD","LU1119994496.HKD","SMH","LU1116320737.USD","SG9999018865.SGD","LU0345768153.USD","ON","TSLA","SOXX","IE00BFSS7M15.SGD","LU0077335932.USD","LU0708995401.HKD","LU0053666078.USD","BK4612","LU1496350502.SGD","LU2077746001.SGD","LU1732799900.SGD","LU2236285917.USD","AAPL","LU0157215616.USD","LU0456855351.SGD","LU1989764748.USD","TSYW.SI","LU2242650005.HKD","TSLL","LU0949170772.SGD","MACW.SI"],"gpt_icon":1},{"id":"2575793783","title":"大行評級丨大摩：上調博通目標價至409美元 看好ASIC和網絡業務長期前景","url":"https://stock-news.laohu8.com/highlight/detail?id=2575793783","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575793783?lang=zh_tw&edition=fundamental","pubTime":"2025-10-16 12:23","pubTimestamp":1760588602,"startTime":"0","endTime":"0","summary":null,"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":"https://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["LU2265009873.SGD","LU1852331112.SGD","LU1720051108.HKD","LU2896262040.SGD","LU2471134796.USD","LU2125154935.USD","LU1316542783.SGD","LU2403377893.USD","IE0004445239.USD","IE00BVYPNV92.GBP","BK4588","IE00BYV24P56.USD","LU0210528500.USD","LU2272731782.SGD","LU2420271590.USD","LU2023250330.USD","LU2750360641.GBP","LU2106854487.HKD","SGXZ99366536.SGD","IE00BMCWC346.EUR","LU2168564222.USD","LU2487616109.SGD","LU0965509101.SGD","IE00BJLML261.HKD","LU0466842654.USD","IE00B4JS1V06.HKD","LU1244550577.SGD","LU0210536198.USD","LU0444973449.USD","LU2237443549.SGD","LU2471134523.USD","BK4598","LU0889565833.HKD","LU2360106780.USD","LU0056508442.USD","ON","ASIC","LU2750360997.AUD","IE00B5949003.HKD","IE00B19Z9Z06.USD","LU2168564065.EUR","AVGO","LU0316494557.USD","LU0109391861.USD","LU0965509283.SGD","LU1935043536.SGD","LU0234572021.USD","LU2168563687.JPY","IE00BFSS8Q28.SGD","IE00BZ1G4Q59.USD"],"gpt_icon":0},{"id":"2575787902","title":"激光雷達競爭駛入「芯片與車規」深水區：未來L3級入門標準或為「500線+多雷達」","url":"https://stock-news.laohu8.com/highlight/detail?id=2575787902","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575787902?lang=zh_tw&edition=fundamental","pubTime":"2025-10-15 20:52","pubTimestamp":1760532736,"startTime":"0","endTime":"0","summary":"装机量的快速增长，正使激光雷达从“功能选项”加速迈向“系统刚需”。盖世汽车研究院报告显示，2024年国内激光雷达装机量突破150万颗，同比增长179.7%；2025年上半年这一数字已达100.2万颗，同比增长71%，全年有望冲击250万颗。市场需求的提升直接推动了高阶自动驾驶技术的布局进程。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202510153535059096.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202510153535059096.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_eastmoney","symbols":["ASIC","02498","BK4107","BK1179"],"gpt_icon":0},{"id":"2574259117","title":"東方證券：金屬軟磁粉芯是ASIC省電必選項 未來電感材料使用量有望進一步增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2574259117","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574259117?lang=zh_tw&edition=fundamental","pubTime":"2025-10-10 10:32","pubTimestamp":1760063527,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，由于传统横向供电模式存在不可避免的PDN压降与损耗，以及AI算力功耗提升带来PDN损耗的同步增长，终端用户部署ASIC后的核心痛点是省电。未来随着DDR6标准对内存性能、能效与供电方案相较前代持续升级，电感材料使用量有望进一步增长。金属软磁粉芯是ASIC省电的必选项ASIC省电需求对电源模块与电感的构造和材料提出了更高的要求。随着产线效率提升，公司电感材料产能中期或有进一步增长的空间。","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/1353481.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":["600958","LU1854103824.USD","BK0276","BK4605","03958","LU1720051017.SGD","LU1861220033.SGD","BK0012","IE00BD6J9T35.USD","LU2298322129.HKD","BK0188","BK1147","LU0724618433.USD","LU1861214812.USD","BK0028","LU0124384867.USD","LU1861219969.SGD","BK4512","LU1854104046.USD","LU1978683503.SGD","LU0348723411.USD","LU1720051108.HKD","LU2360107325.USD","ASIC","LU2357305700.SGD","BK4107","BK0183","ON","BK4588","BK4141","BK1564","BK4585","IE00BZ199S13.USD","LU1548497426.USD","LU1861215975.USD"],"gpt_icon":0},{"id":"2572586187","title":"傳OpenAI奧特曼密訪鴻海台積，洽談「星際之門」與自研芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2572586187","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572586187?lang=zh_tw&edition=fundamental","pubTime":"2025-10-01 14:34","pubTimestamp":1759300495,"startTime":"0","endTime":"0","summary":"传OpenAI执行长Sam Altman在9月30日密会鸿海及台积电。台积电昨天对此不予回应，鸿海昨天也并未回应。消息人士透露，OpenAI是美国政府冲刺“星际之门”的关键厂商，鸿海是“星际之门”最大AI服务器供应商，Sam Altman此次拜访鸿海，主要洽谈细节。至于另外2座资料中心，OpenAI将与软银合作开发，计划18个月完成，这也是软银合作开发“星际之门”的首个项目。","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=nesSN20251001143525954f632f&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=nesSN20251001143525954f632f&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":["LU0029864427.USD","BK4503","LU1506573853.SGD","LU0820562030.AUD","LU2471134523.USD","LU2242649171.HKD","LU1670627923.USD","LU1084165304.USD","LU1571399168.USD","LU1720051108.HKD","LU0208291251.USD","LU2458330243.SGD","LU1508157978.USD","03145","LU2746668974.SGD","ASIC","LU0345770308.USD","SGXZ99366536.SGD","LU1267930490.SGD","LU2462157665.USD","IE00BK4W5M84.HKD","IE00BMPRXR70.SGD","IE00BYQQ9H92.USD","LU1211504680.USD","LU2275660780.HKD","LU0109392836.USD","LU2089283258.USD","SG9999018865.SGD","LU0096364046.USD","LU1323610961.USD","SG9999015945.SGD","SG9999014898.SGD","LU1282649067.USD","LU0444971666.USD","LU0943347566.SGD","LU0689626769.HKD","LU0787776722.HKD","LU0889565833.HKD","LU1935042215.USD","LU0354030438.USD","LU2023251221.USD","LU0312595415.SGD","LU2106854487.HKD","LU0048573561.USD","LU2458330169.SGD","LU2247934214.USD","LU0175139822.USD","LU0354030511.USD","TSM"],"gpt_icon":1},{"id":"2572306468","title":"巨頭入局玻璃基板","url":"https://stock-news.laohu8.com/highlight/detail?id=2572306468","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572306468?lang=zh_tw&edition=fundamental","pubTime":"2025-10-01 08:30","pubTimestamp":1759278613,"startTime":"0","endTime":"0","summary":"特斯拉和苹果正在探索引入半导体玻璃基板。据报道，特斯拉和苹果近期与一家正在准备玻璃基板的制造商会面，了解了半导体玻璃基板技术，并讨论了合作计划。特斯拉和苹果对玻璃基板的兴趣被认为是受人工智能驱动。博通已经在积极推进半导体玻璃基板的应用，并已测试了原型。苹果是否会在其 ASIC 中使用玻璃基板还有待观察。","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=nesSN20251001083639a6a939f7&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=nesSN20251001083639a6a939f7&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":["SG9999000418.SGD","SMH","LU1839511570.USD","LU2237443465.HKD","LU2065170008.USD","LU0345768740.USD","LU0661504455.SGD","LU1145028129.USD","LU0109391861.USD","MACW.SI","LU0308772762.SGD","LU2237438978.USD","LU0820561909.HKD","IE0004445239.USD","LU0965508806.USD","BK4612","IE0005OL40V9.USD","LU0683600562.USD","LU2125154778.USD","LU1496350171.SGD","LU0251132253.USD","LU1242518931.SGD","ON","LU0957808578.USD","LU1066051225.USD","LU1084165304.USD","IE000ITXATA3.USD","IE000YTNTUN2.SGD","LU0444973449.USD","HK0000306685.HKD","LU2360107168.USD","TSYW.SI","LU1861558580.USD","LU2063271972.USD","TSLA","LU0265550359.USD","SOXX","ASIC","LU0345768153.USD","IE00BJTD4V19.USD","LU2097344431.USD","LU0061475181.USD","IE00BSNM7G36.USD","AAPL","LU0823421416.USD","LU2023250330.USD","LU0823421333.USD","LU0127658192.USD"],"gpt_icon":1},{"id":"2571354006","title":"翱捷科技2025中報點評：下游需求旺盛推動增長，智能手機SoC+AI ASIC踏上新","url":"https://stock-news.laohu8.com/highlight/detail?id=2571354006","media":"长江证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571354006?lang=zh_tw&edition=fundamental","pubTime":"2025-09-29 09:16","pubTimestamp":1759108612,"startTime":"0","endTime":"0","summary":"事件评论下游需求旺盛推动收入增长，产品高端化加速公司盈利改善。值得关注的是，2025H公司预付款项达1.66亿元，同比+39.72%，显示需求旺盛下投片保持高增，未来随着产品矩阵扩大将提供增长支撑。蜂窝基带产品市场地位持续提升，智能手机SoC矩阵即将完整。5GRedcap进展顺利，2025H公司推出全球首款RedCap+Android智能芯片平台，目前处于客户design in阶段，预计终端产品将于25Q4上市。AI+高端可穿戴+RISC-V需求旺盛，定制业务订单饱满提供长期增长能力。","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=nesSN20250929095412954b392b&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=nesSN20250929095412954b392b&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":["LU1548497426.USD","LU1861219969.SGD","LU0724618433.USD","LU1861220033.SGD","ASIC","BK4588","IE00BZ199S13.USD","LU0348723411.USD","LU2298322129.HKD","ON","LU1720051017.SGD","LU1720051108.HKD","LU2360107325.USD","LU2357305700.SGD","BK4512","LU1854103824.USD","LU1978683503.SGD","BK4107","LU1854104046.USD","BK4605","LU0124384867.USD","BK4141","LU1861215975.USD","IE00BD6J9T35.USD","LU1861214812.USD","BK4585"],"gpt_icon":0},{"id":"2570546040","title":"澳大利亞擬立法要求加密平台持牌經營","url":"https://stock-news.laohu8.com/highlight/detail?id=2570546040","media":"Odaily","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570546040?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 12:13","pubTimestamp":1758773625,"startTime":"0","endTime":"0","summary":"<div class=\"text-18 font-400 tracking-1 leading-40 line-clamp-4 whitespace-pre-line text-custom-000000/70 dark:text-custom-FFFFFF/60 [&amp;_span]:!text-custom-000000/70 [&amp;_span]:dark:!text-custom-FFFFFF/60 [&amp;_span]:!bg-transparent [&amp;_a]:!text-custom-000000/70 [&amp;_a]:dark:!text-custom-FFFFFF/60\"><p>Odaily星球日报讯 据澳大利亚财政部消息，该国已公布草案，拟修订《2001 年公司法》，要求加密交易平台及代币化托管平台等持有澳大利亚金融服务牌照。草案将把数字资产平台（DAP）与代币化托管平台（TCP）纳入新型金融产品类别，使其适用现有金融机构的全套许可与消费者保护规则。财政部指出，该框架重点在于代管用户资产的企业，而非数字资产本身，主要监管模式将与投资组合运营商等金融中介一致。根据方案，澳大利亚证券和投资委员会（ASIC）将成为发牌主体，相关咨询将开放至 2025 年 10 月 24 日。（TheBlock）</p></div>","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://www.odaily.news/zh-CN/newsflash/449864","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":"odaily_live","symbols":["BK4107","ASIC"],"gpt_icon":0},{"id":"2570371210","title":"澳大利亞發佈數字資產監管法案草案，加密平台需獲金融牌照","url":"https://stock-news.laohu8.com/highlight/detail?id=2570371210","media":"foresightnews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570371210?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 08:49","pubTimestamp":1758761340,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://foresightnews.pro/foresightnews/news/detail/85296","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":"foresightnews_live","symbols":["ASIC","BK4107"],"gpt_icon":0},{"id":"2568249666","title":"能與英偉達「掰手腕」？ASIC定製化芯片逐漸興起","url":"https://stock-news.laohu8.com/highlight/detail?id=2568249666","media":"中国信息化周报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568249666?lang=zh_tw&edition=fundamental","pubTime":"2025-09-17 20:05","pubTimestamp":1758110710,"startTime":"0","endTime":"0","summary":"相对而言，英伟达立足于推出通用加速计算芯片，ASIC则是针对云服务商的特定AI推理需求而进行定制化设计，这类芯片与云厂商的业务协同性更高而备受欢迎。若合作属实，这将是博通在AI芯片领域的又一重大突破。博通、Marvell等公司逐渐在ASIC定制芯片领域发力。AI芯片市场的竞争大幕刚刚拉开，博通能否在这场激烈的竞争中脱颖而出，与英伟达真正“掰手腕”，我们拭目以待。","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=nesSN202509172036389798a1c2&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=nesSN202509172036389798a1c2&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":["LU2360106780.USD","LU2487616109.SGD","IE00B19Z9505.USD","BK4551","BK4588","LU2092937148.SGD","NVD","NVDU","LU2413666699.HKD","LU0868494708.USD","NVD2.UK","NVDY","LU0965508806.USD","LU1854104046.USD","IE00BK4W5L77.USD","LU0889565833.HKD","LU0289961442.SGD","NVIW.SI","LU1551013425.SGD","AVGO","LU2322448957.HKD","NVD3.UK","2NVD.UK","SG9999000418.SGD","IE00BZ1G4Q59.USD","NVDS","LU0056508442.USD","LU0211328371.USD","NVDD","ON","LU1548497426.USD","LU2272731782.SGD","LU0069063385.USD","LU0965509010.AUD","LU0965509283.SGD","LU2125909759.SGD","NVDA","NVDX","BK4532","LU0786609619.USD","LU1778281490.HKD","LU1854103824.USD","SNVD.UK","3NVD.UK","LU2168563687.JPY","LU0096364046.USD","LU1242518931.SGD","LU2244417387.USD","NVDS.UK","ASIC"],"gpt_icon":1},{"id":"2568498901","title":"AI 成為美股投資最大主題：「這不是 ROI 問題，是生存問題」","url":"https://stock-news.laohu8.com/highlight/detail?id=2568498901","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568498901?lang=zh_tw&edition=fundamental","pubTime":"2025-09-17 19:14","pubTimestamp":1758107640,"startTime":"0","endTime":"0","summary":"机构是美股中的主要交易者。美股科技股的未来走势也会影响大型科技公司对 AI 投入的决心和持续性，进而波及更广泛的经济生活。但作为投资者，我认为这两条消息只是小噪音。这些投资主要用于购买 GPU、建设新 AI 数据中心等。而 2025 年 AI 带来的总收入估计是 1280 亿美元，相比过去三年的 Capex 是 45% 的回报。","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=nesSN202509171918389533ee38&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=nesSN202509171918389533ee38&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0868494617.USD","LU2361044865.SGD","LU1201861165.SGD","SNVD.UK","TSM","2NVD.UK","GOOG","LU1201861249.SGD","MSFT","NVD","ASIC","3NVD.UK","NVDU","LU0107464264.USD","AVGO","LU1712237335.SGD","LU2361044949.HKD","NVDA","IE00BN29S564.USD","IE0004445239.USD","NVD2.UK","NVDD","NVDY","AMZN","LU1623119135.USD","NVDS","NVD3.UK","LU1934455863.HKD","SG9999014880.SGD","LU2361045086.USD","LU0980610538.SGD","NVIW.SI","LU0648000940.SGD","FB","NVDS.UK","IE00BFSS8Q28.SGD","IRR","LU1221951046.USD","LU2242649171.HKD","GOOGL","LU0061474705.USD","LU2462157665.USD","NVDX","LU0472753341.HKD","LU0079474960.USD","LU1221951129.SGD","ORCL","BK4576","LU0289960550.SGD","LU1127390331.HKD","LU0648001328.SGD","USJW.SI"],"gpt_icon":1},{"id":"2568467022","title":"Zama 協議實現低至 0.9 毫秒的引導速度，後續將研發 FHE 專用芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2568467022","media":"foresightnews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568467022?lang=zh_tw&edition=fundamental","pubTime":"2025-09-17 18:38","pubTimestamp":1758105480,"startTime":"0","endTime":"0","summary":null,"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://foresightnews.pro/foresightnews/news/detail/84507","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":"foresightnews_live","symbols":["BK4107","ASIC"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":184,"code":"91000000","status":"200"}]}}