美股詳情

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IDC概念

1,995.52

-7.0594-0.35%

漲家數：4

跌家數：4

平家數：- -

市盈率：- -

高：2,018.22

開：2,001.69

低：1,972.33

收：2,002.58

資料載入中...

總覽新聞資訊

超威半導體：2H25後數據中心或加速增長估值有吸引力

Safeheron 推出用於 Web3 安全的開源英特爾 SGX TEE 框架

BUZZ-Cencora 上調 2025 年利潤預期，業績增長

為何儘管業績出色華爾街一些分析師仍對AMD的人工智能業務收入感到擔憂

环球市场播报

美國超微公司盤初漲超4% 第一季營業利潤同比增長57%

AMD(AMD.US)逆風突圍業績超預期華爾街多空激辯AI增長前景

智通财经网

特藥需求強勁，Cencora 上調年度利潤預期

對華芯片出口管制，AMD將損失108億

半导体产业纵横

英特爾董事長坦言：沒有快速解決方案

半导体芯闻

損失大了！AMD確認因美國出口限制今年將少賺15億美元

Ofweek光电信息网

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

黃仁勳揭祕自己如何用AI學習：先讓“老師”把自己當成12歲小孩

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

美媒：英偉達CEO稱，錯失中國人工智能市場將是“巨大損失”

英偉達確認RTX 5060發售時間：5月19日，同時登陸臺式機和筆記本電腦

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華爾街多空激辯AI增長前景","url":"https://stock-news.laohu8.com/highlight/detail?id=2533933322","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533933322?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 21:10","pubTimestamp":1746623443,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，尽管涉及中国的新出口管制措施可能持续构成挑战，AMD的季度业绩及展望仍获得多家华尔街机构认可。此前AMD管理层表示业绩指引已包含出口管制造成的约7亿美元收入损失，预计2025财年总损失将达15亿美元。虽然凭借英特尔的市场混乱，AMD在其他领域优势稳固，但AI业务前景仍存变数。整体预期上修可能被视作低基数下的暂时利好，但AI增长预期却在调降。","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":"http://www.zhitongcaijing.com/content/detail/1290468.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":"highlight_zhitongcaijin","symbols":["LU0642271901.SGD","LU1242518857.USD","BK4141","BK4512","BK4543","LU1316542783.SGD","LU0823421333.USD","BK4575","LU0198837287.USD","LU1988902786.USD","IE00BMPRXR70.SGD","BK4534","BK4566","LU2054465674.USD","LU0979878070.USD","LU0056508442.USD","LU2458330169.SGD","LU1951200564.SGD","LU2264538146.SGD","LU1852331112.SGD","LU1303367103.USD","LU2098885051.SGD","LU0889565833.HKD","LU2458330243.SGD","BK4532","BK4554","BK4573","LU0081259029.USD","BK4605","LU0823434583.USD","LU0823434740.USD","BK4588","IE0009356076.USD","IE00BMPRXN33.USD","LU2250418816.HKD","BK4614","BK4585","LU0127658192.USD","IE0004445239.USD","AMD","BK4612","BK4529","LU2360106780.USD","LU1989764664.SGD","LU1803068979.SGD","GFS","LU1242518931.SGD","LU1951198990.SGD","LU1880398554.USD","LU1064131342.USD"],"gpt_icon":1},{"id":"2533985009","title":"特藥需求強勁，Cencora 上調年度利潤預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2533985009","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533985009?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 19:17","pubTimestamp":1746616651,"startTime":"0","endTime":"0","summary":"路透5月7日 - 美国药品分销商Cencora COR.N周三上调了年度利润预期，原因是昂贵的特药和减肥药需求强劲。美国对治疗类风湿性关节炎和癌症等复杂疾病的高利润药品的需求不断增长，促使Cencora及其同行Cardinal Health CAH.N和McKesson MCK.N扩大了在这一领域的业务。Cencora 的美国医疗保健业务是 其最大的创收部门， 第二季度 的销售额达到  683 亿美元，比去年同期增长 11.4%。Cencora 公布第二季度每股利润为 4.42 美元， 高于 分析师预计的每股 4.11 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15:42","pubTimestamp":1746603720,"startTime":"0","endTime":"0","summary":"IT之家 5 月 7 日消息，据《商业内幕》今日报道，现在的英伟达 CEO 黄仁勋不仅正在打造先进 AI 模型所需的核心芯片，还把这些 AI 模型当成了自己的私人导师。黄仁勋指出，正是这种人人皆可使用的便利性，让当代的 AI 技术有望缩小科技差距。黄仁勋进一步指出，AI 革命将影响所有职业。黄仁勋长期提倡在工作中利用 AI 和辅助工具来提高效率。","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/roll/2025-05-07/doc-inevtptv3564161.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":["LU1633808545.USD","LU2360107168.USD","LU2471134952.CNY","LU2083900584.USD","NVDU","2NVD.UK","NVDD","LU0310800379.SGD","LU0256863811.USD","SNVD.UK","LU1923623000.USD","3NVD.UK","IE00BQXX3C00.GBP","LU1674673428.USD","LU0170899867.USD","NVD3.UK","LU1699723380.USD","IE00B4JS1V06.HKD","BK4529","IE00BMPRXR70.SGD","IE00B1XK9C88.USD","LU1242518931.SGD","LU0965509010.AUD","IE0004445239.USD","NVD","NVDS.UK","NVDS","SG9999014542.SGD","LU2168564222.USD","NVD2.UK","NVDX","LU0642271901.SGD","LU0345768153.USD","HK0000306685.HKD","NVIW.SI","LU2543165471.USD","IE00B19Z9505.USD","LU2756315664.SGD","LU1951200564.SGD","SGXZ81514606.USD","BK4608","SG9999014567.USD","LU0689472784.USD","LU1718418525.SGD","NVDY","LU2265009873.SGD","LU1496350502.SGD","LU1127390331.HKD","NVDA"],"gpt_icon":1},{"id":"2533867852","title":"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！","url":"https://stock-news.laohu8.com/highlight/detail?id=2533867852","media":"财经自媒体","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533867852?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 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":["IE00BMPRXN33.USD","BK4515","BK4532","LU1951198990.SGD","LU1880398471.USD","LU2360106780.USD","BK4512","BK4527","LU2250418816.HKD","LU0823434740.USD","LU0198837287.USD","BK4588","LU0127658192.USD","LU0823434583.USD","BK4141","IE00BMPRXR70.SGD","LU0321505868.SGD","LU2054465674.USD","AMD","BK4566","LU1803068979.SGD","BK4614","BK4602","BK4534","LU0056508442.USD","LU1951200564.SGD","BK4554","LU1988902786.USD","LU0642271901.SGD","BK4535","BK4529","BK4612","LU1880398554.USD","LU0082616367.USD","LU2458330169.SGD","LU1242518931.SGD","LU0390134368.USD","LU0979878070.USD","LU1303367103.USD","IE00B5949003.HKD","BK4543","IE0004445239.USD","LU2543165471.USD","LU2098885051.SGD","LU2264538146.SGD","LU1923623000.USD","BK4605","BK4533","GFS"],"gpt_icon":1},{"id":"2533625891","title":"美媒：英偉達CEO稱，錯失中國人工智能市場將是“巨大損失”","url":"https://stock-news.laohu8.com/highlight/detail?id=2533625891","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533625891?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 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报道，美国英伟达公司总裁兼首席执行官黄仁勋当地时间6日在接受采访时表示，中国人工智能市场可能在未来两到三年内达到约500亿美元，错失它将是“巨大的损失”。报道称，黄仁勋表示，在中国销售产品将带来收入、税收，并“在美国创造大量的就业机会”。英伟达在一份监管文件中表示，这些管制措施将使截至4月27日的季度收益减少55亿美元。","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://finance.sina.com.cn/jjxw/2025-05-07/doc-inevtine1323205.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":["LU2357305700.SGD","NVDX","LU0787776722.HKD","NVD","LU1852331112.SGD","LU1989772840.SGD","BK4608","NVDS","NVD3.UK","NVDY","LU0234570918.USD","LU1861215975.USD","BK4141","BK4529","LU0444973449.USD","LU2452424414.USD","LU0061474960.USD","LU0965509010.AUD","IE00B3M56506.USD","LU0256863902.USD","BK4581","NVDS.UK","BK4614","LU2290526834.HKD","IE00B4JS1V06.HKD","LU0476273544.USD","3NVD.UK","NVIW.SI","LU2361044865.SGD","LU0979878070.USD","IE00BMPRXR70.SGD","LU0889565833.HKD","IE00B7KXQ091.USD","2NVD.UK","IE0009356076.USD","LU1868836591.USD","161631","HK0000306701.USD","LU1935043536.SGD","NVDD","NVDU","NVD2.UK","LU2125154778.USD","SNVD.UK","LU1989772923.USD","NVDA","LU0310800379.SGD","SG9999015358.SGD"],"gpt_icon":1},{"id":"2533644625","title":"英偉達確認RTX 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5060桌面显卡的最终规格，整卡功耗为145W。","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://tech.ifeng.com/c/8j9plSpBgEv","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":["IE00BQXX3D17.EUR","LU2360107168.USD","NVDD","IE00BJTD4V19.USD","LU0788109477.HKD","LU0476273544.USD","LU1935043536.SGD","RTX","LU2602419157.SGD","NVDS.UK","LU0345768153.USD","LU0708995401.HKD","LU1035775433.USD","LU1868837136.USD","LU0494093205.USD","LU1496350171.SGD","LU1720051108.HKD","NVDY","SNVD.UK","LU0345770308.USD","LU1839511570.USD","NVD","LU0081259029.USD","IE00B19Z8X17.USD","LU0823414478.USD","LU1989764748.USD","LU2430703251.USD","BK4588","3NVD.UK","LU0786609619.USD","LU2242649171.HKD","LU0640476718.USD","NVDU","2NVD.UK","BK4581","LU2092627202.USD","IE00BN29S564.USD","BK4529","NVD3.UK","NVIW.SI","LU1989764664.SGD","NVDS","LU2592432038.USD","NVDA","NVD2.UK","LU0203202063.USD","LU1861215975.USD","NVDX","LU1064131342.USD"],"gpt_icon":1}],"pageSize":20,"totalPage":8,"pageCount":3,"totalSize":152,"code":"91000000","status":"200"}]}}