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新IT概念

2,578.987

-24.575-0.94%

漲家數：4

跌家數：11

平家數：1

市盈率：- -

高：2,619.782

開：2,604.778

低：2,569.265

收：2,603.562

成交量：4.82億

成交額：170.59億

市值：2.62萬億

流通市值：2.14萬億

資料載入中...

總覽新聞資訊

實話實説，中國擁有的光刻機，已能造5nm芯片，美國打壓失效

Ofweek维科网

比亞迪華東首個產業園落地南京南部新城佔地約4.3萬平米

观点新媒体

國信證券：白電內銷短期承壓但韌性依舊外銷出海有望逐季復甦

智通财经网

白電黑電市場分途演進行業步入「下半場」激戰

中国家电网

中芯國際，可能已是全球第2大芯片代工廠，超過三星了

Ofweek维科网

電子行業週報：摩爾線程上市在即、沐曦IPO獲批，國產算力進入快車道

中芯國際趙海軍：產能利用率高達95.8%，全年首超90億美元

華虹半導體盤中異動早盤急速拉昇3.11%報79.650港元

宏基集團控股盤中異動大幅拉昇6.17%報0.430港元

聯想集團-R盤中異動急速下跌3.33%

比亞迪半導體取得白平衡調整方法及電子設備專利

華虹半導體：2025年11月16日證券研究報告

中芯國際前三季淨賺38.18億月產能突破百萬片逼近滿產

【中芯國際】25Q3業績全面超預期，強勁需求驅動2026年擴產有望加速——25Q3業績點評

光大证券研究

半導體板塊略有回調，長期邏輯不改

飛騰D3000M入選「大國重器」購物車，國產芯片邁向商用新里程碑

全球晶圓代工廠Q3：AI需求帶動行業增長，存儲漲價潮「雙刃劍」影響待觀察

觀察｜「好看第一位」和「安全是基礎」衝突嗎？雷軍連發三博能否回答外界質疑？

部分芯片漲價！買手機，要貴了？

小米之家重返法國巴黎，首店開啓試營業

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行業步入「下半場」激戰","url":"https://stock-news.laohu8.com/highlight/detail?id=2584741646","media":"中国家电网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584741646?lang=zh_tw&edition=fundamental","pubTime":"2025-11-17 11:07","pubTimestamp":1763348831,"startTime":"0","endTime":"0","summary":"奥维云网数据显示，2025年三季度，家电市场逐渐迈入从政策红利驱动向市场竞争驱动的深水区。前三季度，白电各品类同比表现分化显著。洗衣机方面，进入三季度，洗护市场增速明显回落。与白电市场相比，黑电市场面临更大压力。奥维云网推总数据显示，2025年三季度中国彩电市场零售量615万台，同比下降12.1%;零售额252亿元，同比下降8.1%。开机率下降带来比销量下滑更严重的生存挑战，相关部门开展了多项相关行动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117110719a6fe4a05&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:08","pubTimestamp":1763345338,"startTime":"0","endTime":"0","summary":"近日，中国大陆最牛的芯片代工厂中芯国际发布了三季度报表。甚至可以说，如果刨除掉三星自己给三星芯片代工下的单，可能中芯国际已经是全球第二大芯片代工厂了，超过了三星。三星都是将这些芯片的代工交给三星自己的工厂制造的，这部分其实占到了三星芯片代工业务很大的一部分。所以，如果三星将自己的一些订单剔除掉，很大的可能性，中芯国际已经是超过三星，成为全球第二名了，并且这个概率是非常高的。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511171009219508d935&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:07","pubTimestamp":1763345236,"startTime":"0","endTime":"0","summary":"市场回顾：国内电子板块持续承压，美国政府停摆结束周五科技股反弹本周受美股科技股回调及存储涨价持续发酵等因素影响，电子科技股资金持续承压，具体来看，本周电子行业指数跌4.44%，其中消费电子跌5.49%、半导体跌3.97%，光学光电跌0.81%。国产侧，11.13百度发布昆仑芯M100和昆仑芯M300以及天池256超节点和天池512超节点，沐曦IPO获批，摩尔线程发布招股说明书。武汉新芯近日完成财务资料更新，恢复IPO审核。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117100722976dd225&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:52","pubTimestamp":1763344359,"startTime":"0","endTime":"0","summary":"赵海军表示，今年存储芯片价格大幅上涨已成定局。尽管三季度产能利用率已高达95.8%，订单量显著超过产线承载能力，但客户在年底会充分考量市场消化节奏，不会盲目扩大当期拿货规模，这也直接导致四季度营业额未出现大幅跃升。据测算，公司全年销售收入预计超过90亿美元，收入规模将踏上新台阶。对此，赵海军详细回应了相关问题。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511170956199508d265&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:38","pubTimestamp":1763343532,"startTime":"0","endTime":"0","summary":"2025年11月17日早盘09时38分，华虹半导体股票出现波动，股价急速拉升3.11%。截至发稿，该股报79.650港元/股，成交量327万股，换手率0.25%，振幅3.04%。资金方面，该股资金流入1.44494亿港元，流出7309.1万港元。华虹半导体股票所在的半导体行业中，整体涨幅为0.40%。其相关个股中，上海复旦、宏光半导体、英诺赛科涨幅较大，振幅较大的相关个股有上海复旦、宏光半导体、英诺赛科，振幅分别为4.91%、4.49%、3.14%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511170938529508c8cf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:33","pubTimestamp":1763343197,"startTime":"0","endTime":"0","summary":"2025年11月17日早盘09时33分，宏基集团控股股票出现波动，股价急速上涨6.17%。截至发稿，该股报0.430港元/股，成交量91万股，换手率0.36%，振幅6.17%。资金方面，该股资金流入11.2225万港元，流出20.525万港元。宏基集团控股股票所在的重型基建行业中，整体涨幅为0.00%。其相关个股中，进业控股、创业集团控股-新、圣唐控股涨幅较大，振幅较大的相关个股有宏基集团控股、圣唐控股、荣利营造，振幅分别为6.17%、6.00%、5.04%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117093317a6fe1614&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:31","pubTimestamp":1763339486,"startTime":"0","endTime":"0","summary":"国家知识产权局信息显示，比亚迪半导体股份有限公司取得一项名为“白平衡调整方法及电子设备”的专利，授权公告号CN 115604450 B，申请日期为2021年06月。天眼查资料显示，比亚迪半导体股份有限公司，成立于2004年，位于深圳市，是一家以从事研究和试验发展为主的企业。通过天眼查大数据分析，比亚迪半导体股份有限公司共对外投资了9家企业，参与招投标项目511次，财产线索方面有商标信息3条，专利信息1469条，此外企业还拥有行政许可109个。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511170844089508b13a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:53","pubTimestamp":1763337180,"startTime":"0","endTime":"0","summary":"公司发布未经审核业绩：3Q25 实现销售收入6.352 亿美元，毛利率13.5% ，此前指引区间营收6.2-6.4 亿美元，毛利率10%-12%，业绩超指引。预计4Q25 销售收入约6.5-6.6 亿美元；毛利率约12%-14%。目前公司稼动率多季度保持满载，12 英寸产能稳定释放为公司收入增长带来持续动力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117084039a6fdfcc9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:05","pubTimestamp":1763309158,"startTime":"0","endTime":"0","summary":"核心观点行情回顾：本周，沪深300涨跌幅为-1.08%，电子板块涨跌幅为-1.73%，半导体行业涨跌幅为-0.41%。尽管半导体板块短期出现波动，但长期发展逻辑并未改变。数字芯片设计：在半导体板块整体回调的行情下，数字芯片设计板块的表现相对稳定，仅下跌0.14%。AI算力芯片仍是板块的核心增长引擎，寒武纪、海光信息等头部企业受益于AI服务器需求爆发，营收与利润双增。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117000602976d12bb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:05","pubTimestamp":1763301952,"startTime":"0","endTime":"0","summary":"一天内，小米创始人雷军连发3条微博谈论汽车安全。11月16日，雷军在微博发文：在去年4月的一次采访中，自己在谈产品定义时说，“一辆车，好看是第一位的”，这和“安全是基础、安全是前提”矛盾吗？相关表态，疑似是对外界质疑的直接回应。31岁当事人邓某某驾车与李某驾驶小型轿车发生碰撞，事故造成驾驶人邓某某死亡，涉事两车不同程度受损。经检测，邓某某涉嫌酒后驾驶机动车。目前，事故正在进一步调查中。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116220748a4a57f88&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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昨日发文宣布小米之家法国巴黎首店正式试营业，并分享门店照片。此前有网友提出“之前不是在香街有一个吗？”的疑问，产品逸飞回应称：“之前是客户开的店，由于疫情暂时退出了。”据悉，这家小米之家为直营门店。IT之家查询获悉，2018 年 5 月，小米正式宣布进入法国市场，第一家小米授权店正式开业，店铺位于巴黎市第一区的 Sébastopol 大道。小米同时带来小米 MIX 2S 和红米 Note 5，以及生态链产品小米电动滑板车。小米当时宣布将与线下合作方，包括 FNAC、DARTY 和家乐福等，为法国市场带来一系列产品。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116093757a6fc4543&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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