美股詳情

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蘋果概念

2,768.78

-5.7878-0.21%

漲家數：10

跌家數：16

平家數：1

市盈率：- -

高：2,788.20

開：2,771.47

低：2,753.21

收：2,774.44

資料載入中...

總覽新聞資訊

AMD（紀要）：AI GPU 全年將實現兩位數增長

美股盤前，超微電腦(SMCI.O)跌5%，公司下調2025財年營收預測。AMD(AMD.O)漲約2%，公司一季度營收超預

AMD警告美國芯片出口限制影響，今年股價已下跌近20%

美股盤前：超微電腦跌約4%，AMD漲約2%，諾和諾德漲約6%

每日经济新闻

瘋狂蠶食英特爾市場，積極爭奪數據中心，左右開弓的AMD可以樂觀起來了！

财经自媒体

美國封殺“特供”AI芯片MI308X出貨到中國，AMD今年將損失108億收入｜鈦媒體AGI

臺灣證交所加權股價指數收高0.1%報20,546.49。臺積電收盤上漲0.9%。

西部數據5月6日成交額為2.20億美元

德州儀器5月6日成交額為7.29億美元

希捷科技5月6日成交額為2.58億美元

一加全球首發！天璣9400e官宣：高通勁敵

高通5月6日成交額為9.71億美元

安森美半導體5月6日成交額為5.20億美元

恩智浦5月6日成交額為2.89億美元

美光科技5月6日成交額為10.54億美元

3M Company5月6日成交額為3.95億美元

AMD表示擔憂

半导体行业观察

英特爾5月6日成交額為10.24億美元

英特爾通過陳立武4200萬美元薪酬方案

AI需求強勁！AMD業績超預期，預計美國芯片出口管制將帶來15億美元損失

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15:07","pubTimestamp":1746601620,"startTime":"0","endTime":"0","summary":"昨日，美股盘后，AMD公布了一季报，业绩超预期：其中，一季度总收入74.4亿美元，超过分析师预期的71.2亿，每股收益0.44美元，同样超过分析师预期的0.416美元。受此影响，AMD盘后股价一度涨超6%！业绩恢复高增的情况下，AMD的市销率估值处于近年来低位：左手抢英特尔的市场，右手布局最具潜力的AI，没有估值泡沫的AMD该翻身了！","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/jjxw/2025-05-07/doc-inevtpty6382020.shtml","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":"sina","symbols":["LU2458330169.SGD","BK4535","LU1951198990.SGD","BK4588","LU1880398554.USD","LU1803068979.SGD","LU2543165471.USD","BK4566","AMD","GFS","LU2250418816.HKD","BK4529","BK4527","IE00BMPRXN33.USD","BK4532","LU0321505868.SGD","LU0823434583.USD","BK4534","LU0127658192.USD","BK4141","BK4614","LU0642271901.SGD","LU1988902786.USD","LU0198837287.USD","BK4515","LU0390134368.USD","LU0823434740.USD","BK4554","BK4543","LU2264538146.SGD","BK4533","IE0004445239.USD","LU1880398471.USD","LU2054465674.USD","LU0979878070.USD","BK4512","LU1242518931.SGD","LU2098885051.SGD","IE00BMPRXR70.SGD","LU1951200564.SGD","IE00B5949003.HKD","LU0082616367.USD","LU1923623000.USD","BK4612","LU1303367103.USD","LU2360106780.USD","BK4605","LU0056508442.USD","BK4602"],"gpt_icon":1},{"id":"2533626408","title":"美國封殺“特供”AI芯片MI308X出貨到中國，AMD今年將損失108億收入｜鈦媒體AGI","url":"https://stock-news.laohu8.com/highlight/detail?id=2533626408","media":"钛媒体","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533626408?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 13:56","pubTimestamp":1746597394,"startTime":"0","endTime":"0","summary":"值得一提的是，在财报会议上，苏姿丰和AMD CFO Jean Hu首次披露，近期，美国政府针对Instinct MI308X出货至中国进行出口管制，即与英伟达H20一样禁止向中国销售MI308X产品，从而将影响AMD二季度8亿美元费用（收入），预估2025年全年，美国出口管制将对AMD公司造成15亿美元收入影响。财报会议上，苏姿丰谈到中国AI芯片市场对于5000亿美元潜在市场机遇的影响。美国出口管制导致英伟达获得了约55亿美元的巨大损失。","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=nesSN20250507140731975194e6&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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13:37","pubTimestamp":1746596221,"startTime":"0","endTime":"0","summary":"台湾证交所加权股价指数收高0.1%报20,546.49。台积电收盘上涨0.9%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/07133750187128.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":"jinrongjie_stock","symbols":["LU0143863198.USD","LU0094547139.USD","LU2237443622.USD","LU0878005551.USD","LU0823414478.USD","LU0056508442.USD","LU1868837722.USD","LU2458330243.SGD","LU0889565833.HKD","LU0353189680.USD","SGXZ99366536.SGD","LU0541502299.USD","LU0124676726.USD","LU2023251221.USD","LU2237443549.SGD","BK4512","LU0158827948.USD","BK4605","LU0878004406.USD","LU0264606111.USD","BK4581","LU1868837565.USD","LU2087625088.SGD","TSM","LU0143863784.USD","BK4534","LU1989772840.SGD","IE00B5TLWC47.USD","LU2360032135.SGD","LU2125154935.USD","LU2471134796.USD","LU1282649810.SGD","IE00BQXX3C00.GBP","BK4554","LU2089284900.SGD","IE00B3M56506.USD","LU1211504680.USD","LU2211814178.USD","LU2271345857.HKD","BK4527","LU2491050154.USD","LU1868838027.USD","LU0823421416.USD","BK4526","03145","LU0384037296.USD","LU2054465674.USD","BK4505","LU2211815571.USD","BK4141"],"gpt_icon":0},{"id":"2533649320","title":"西部數據5月6日成交額為2.20億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533649320","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533649320?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 11:11","pubTimestamp":1746587490,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，西部数据成交额为2.20亿美元，成交额较昨日减少35.07%，当日成交量为495.26万股。西部数据于2025年5月6日跌1.64%，报44.29美元，该股过去5个交易日涨9.03%，年初至今跌1.7%，过去60日跌9.07%。HDD 市场实际上是双头垄断，Western Digital 和 Seagate 是最大的两个参与者。HDD 的主要使用者是数据中心。","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=nesSN20250507111134a6d5c8ac&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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10:59","pubTimestamp":1746586745,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，德州仪器成交额为7.29亿美元，成交额较昨日减少6.77%，当日成交量为453.14万股。德州仪器于2025年5月6日跌0.82%，报161.09美元，该股过去5个交易日涨1.06%，年初至今跌12.72%，过去60日跌9.74%。德州仪器是全球最大的模拟芯片制造商，该芯片用于处理诸如声音和功率之类的真实信号。德州仪器在处理器和微控制器的市场份额方面也处于领先地位，这些处理器和微控制器广泛应用于各种电子应用。","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=nesSN20250507105916a474c462&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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10:46","pubTimestamp":1746586008,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，希捷科技成交额为2.58亿美元，成交额较昨日减少1.84%，当日成交量为275.41万股。希捷科技于2025年5月6日涨0.34%，报93.9美元，该股过去5个交易日涨15.07%，年初至今涨9.68%，过去60日跌1.54%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-05-06|2.58亿|-1.84%|275.41万|#|2025-05-05|2.63亿|-16.80%|280.58万|#|2025-05-02|3.16亿|-36.86%|340.95万|#|2025-05-01|5.00亿|-52.74%|549.65万|#|2025-04-30|10.59亿|98.82%|1188.01万|希捷是为企业和消费者市场提供数据存储硬盘驱动器的领先供应商。","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=nesSN20250507104651a474c12f&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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5竞速版全球首发搭载，该机也将在本月正式亮相。据悉，天玑9400e由4颗超大核和4颗大核组成，其中超大核是Cortex-X4，大核是Cortex-A720，经测试，天玑9400e跑Aztec 1440p，其成绩在95fps左右，综合实力将会超过高通骁龙8s Gen4。","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://tech.ifeng.com/c/8j9qmt8blm1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4579","BK4554","SG9999015945.SGD","BK4515","LU0868494708.USD","IE00BVYPNQ40.USD","BK4561","BK4573","BK4141","LU1069344957.HKD","LU2023250504.SGD","BK4534","LU1119994496.HKD","LU2106854487.HKD","LU1261432733.SGD","LU1974910355.USD","SG9999001424.SGD","BK4532","GB00BDT5M118.USD","LU0942090050.USD","LU1823568750.SGD","BK4612","LU1035775433.USD","LU1046421795.USD","BK4512","IE00BGHQDM52.EUR","LU1084165304.USD","IE00BVYPNP33.GBP","SG9999015986.USD","LU0868494617.USD","BK4605","BK4575","LU2247934214.USD","SG9999015978.USD","BK4588","LU0061475181.USD","LU0079474960.USD","BK4527","BK4604","LU0081259029.USD","LU1917777945.USD","BK4581","IE00BSNM7G36.USD","BK4585","BK4598","SG9999015952.SGD"],"gpt_icon":1},{"id":"2533950643","title":"高通5月6日成交額為9.71億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533950643","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533950643?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 10:29","pubTimestamp":1746584959,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，高通成交额为9.71亿美元，成交额较昨日减少3.04%，当日成交量为695.79万股。高通于2025年5月6日涨0.33%，报139.9美元，该股过去5个交易日跌4.75%，年初至今跌8.44%，过去60日跌16.25%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-05-06|9.71亿|-3.04%|695.79万|#|2025-05-05|10.01亿|-45.65%|716.53万|#|2025-05-02|18.42亿|-40.79%|1318.56万|#|2025-05-01|31.12亿|94.63%|2283.66万|#|2025-04-30|15.99亿|62.56%|1085.19万|高通公司开发和授权无线技术，并为智能手机设计芯片。高通公司 的 IP 已获得几乎所有无线设备制造商的许可。","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=nesSN20250507102926a6d5be47&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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10:20","pubTimestamp":1746584407,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，安森美半导体成交额为5.20亿美元，成交额较昨日减少44.21%，当日成交量为1352.93万股。安森美半导体于2025年5月6日涨0.26%，报38.51美元，该股过去5个交易日跌0.9%，年初至今跌38.92%，过去60日跌24.86%。Onsemi是全球第二大动力芯片制造商，也是汽车市场最大的图像传感器供应商。","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=nesSN20250507102014a474b9dd&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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10:18","pubTimestamp":1746584336,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，恩智浦成交额为2.89亿美元，成交额较昨日减少32.96%，当日成交量为157.98万股。恩智浦于2025年5月6日跌1.37%，报182.41美元，该股过去5个交易日跌0.11%，年初至今跌11.81%，过去60日跌13.91%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-05-06|2.89亿|-32.96%|157.98万|#|2025-05-05|4.30亿|-33.37%|232.40万|#|2025-05-02|6.46亿|4.90%|343.47万|#|2025-05-01|6.16亿|5.32%|335.49万|#|2025-04-30|5.85亿|-53.96%|321.06万|恩智浦半导体公司是高性能混合信号产品的领先供应商。恩智浦半导体还为工业和物联网，移动和通信基础设施提供服务。","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=nesSN20250507101857a474b997&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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10:09","pubTimestamp":1746583755,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，美光科技成交额为10.54亿美元，成交额较昨日增加4.90%，当日成交量为1317.38万股。美光科技于2025年5月6日涨0.11%，报80.51美元，该股过去5个交易日涨4.72%，年初至今跌4.21%，过去60日跌12.66%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-05-06|10.54亿|4.90%|1317.38万|#|2025-05-05|10.04亿|-34.04%|1251.36万|#|2025-05-02|15.23亿|26.15%|1889.97万|#|2025-05-01|12.07亿|-19.18%|1534.92万|#|2025-04-30|14.94亿|13.25%|1977.93万|美光是全球最大的半导体公司之一，专注于内存和存储芯片。","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=nesSN20250507100918a6d5b8d1&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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Company5月6日成交額為3.95億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533706610","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533706610?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 10:03","pubTimestamp":1746583390,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，3M Company成交额为3.95亿美元，成交额较昨日增加6.71%，当日成交量为285.02万股。3M Company于2025年5月6日跌1.97%，报138.02美元，该股过去5个交易日跌0.26%，年初至今涨7.44%，过去60日跌7.45%。3M 分为三个业务部门：安全和工业、运输和电子（36%）和消费者（20%）。该公司最近剥离了其医疗保健业务，现在被称为舒万诺。3M 近一半的收入来自美洲以外的地区。","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=nesSN20250507100311a6d5b710&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, 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09:51","pubTimestamp":1746582673,"startTime":"0","endTime":"0","summary":"AMD在周二的财报电话会议上表示，这一业绩预期源于4月份针对其MI308芯片实施的出口限制。AMD预计，本季度数据中心收入将下降，原因是该产品销售额将减少7亿美元。AMD 股价此前因发布乐观的季度财报上涨逾 7%，但在该公司披露中国销售影响后出现下跌。AMD 上个月曾表示，由于新的出口规则，预计将产生约 8 亿美元的支出。AMD第一季度销售额增长36%，达到74亿美元，超过预期的71.2亿美元。","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=nesSN2025050710182797515f96&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":1746581609,"startTime":"0","endTime":"0","summary":"当地时间5月6日，英特尔召开年度股东大会，会议通过了旨在吸引和留住关键人才的补充股票激励计划，并正式批准了新任CEO陈立武的薪酬方案。根据通过的薪酬方案，陈立武将获得最高可达4200万美元的股票奖励，该奖励将与公司股价表现挂钩，分阶段发放。值得注意的是，陈立武接任时正值英特尔面临多重挑战。黄仁勋敦促美国政府放松AI芯片出口管制4年投入900亿美元，英特尔代工业务迎来大考！英特尔Q2财测不及预期！","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=nesSN20250507095807a474b3bc&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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09:16","pubTimestamp":1746580606,"startTime":"0","endTime":"0","summary":"依然看好AI基础设施需求","market":"hk","thumbnail":"https://img3.gelonghui.com/861d4-0516e5bc-6eed-44e6-81b3-56846efcbb91.jpg?guru_height=854&guru_width=1280","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/861d4-0516e5bc-6eed-44e6-81b3-56846efcbb91.jpg?guru_height=854&guru_width=1280"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1a248b1b3cf182dd296d13cb54058789","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/2135270","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":"gelonghui_highlight","symbols":["LU2360106780.USD","LU0823434740.USD","LU2458330243.SGD","LU1989764664.SGD","LU1242518931.SGD","BK4614","IE0004445239.USD","LU0198837287.USD","LU1880398471.USD","BK4566","LU1316542783.SGD","BK4534","LU1064131342.USD","LU1242518857.USD","BK4605","IE00BMPRXN33.USD","LU0979878070.USD","LU0823421416.USD","LU0823434583.USD","IE0009356076.USD","LU0082616367.USD","BK4588","BK4141","LU0056508442.USD","AMD","BK4612","GFS","LU0081259029.USD","LU1951200564.SGD","LU1988902786.USD","LU1880398554.USD","BK4543","LU1951198990.SGD","BK4585","BK4554","LU0823421333.USD","LU0390134368.USD","BK4512","BK4532","LU0642271901.SGD","LU2054465674.USD","BK4573","LU2250418816.HKD","LU1803068979.SGD","LU2264538146.SGD","LU2098885051.SGD","LU1923623000.USD","IE00B5949003.HKD","LU1303367103.USD","LU0109392836.USD"],"gpt_icon":1}],"pageSize":20,"totalPage":19,"pageCount":12,"totalSize":371,"code":"91000000","status":"200"}]}}