美股詳情

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淡馬錫持倉

1,403.99

+15.471.11%

漲家數：51

跌家數：29

平家數：4

市盈率：- -

高：1,405.83

開：1,388.53

低：1,383.84

收：1,388.52

成交量：6.44億

成交額：770.99億

市值：10.08萬億

流通市值：9.39萬億

資料載入中...

總覽新聞資訊

影石送25g「黃金鍵帽」給外部開發者劉靖康：未來拿出更多獎勵開源貢獻者

凤凰网科技

百度副總裁石清華：做大模型的程序員特別悲催，做了特別牛的大模型，反而把自己「fire」了

愛芯元智仇肖莘：高端芯片上暫時不會實現艙駕融合

南方财经网

國泰海通：黃金牛市基礎仍在短期的調整與波動仍然可以帶來較好的配置機會

地平線餘凱：研發投入加碼大模型訓練為重點方向

中国经营报

劉靖康發文宣佈：影石開源4項全景核心成果

愛芯元智仇肖莘：國產智駕芯片未來三年市佔率將達90%，智能駕駛也將普及

蘋果預訂台積電6萬片晶圓產能，2027年全力衝刺AI服務器芯片

1.04億元！東北大學近期大批儀器採購意向

仪器信息网

高階智駕芯片神璣NX9031與蔚來世界模型上車樂道L90

如何看待車企自研芯片？愛芯元智仇肖莘：蘋果選擇自研但過程非常曲折，絕大部分廠商不會自研而是靠行業分工

地平線餘凱：艙駕融合智能體SoC芯片最高可節省4000元單車成本

每日经济新闻

日本投入160億美元力推初創企業Rapidus進軍人工智能芯片領域

环球市场播报

李彥宏的閉源「遺志」，要靠阿里智譜Minimax實現？

真金白銀賦能！南雄企業發展底氣十足

地平線餘凱：將發布新款艙駕融合智能體芯片，每輛車可節省1500到4000元成本

鋁價漲勢延續？供應衝擊持續發酵中東最大鋁產商EGA因「不可抗力」暫停部分交付

嵐圖汽車盧放：芯片、內存等價格都在快速上漲，對成本管控是巨大的考驗，再漲下去會影響汽車終端的價格

硅晶圓大廠，踩下剎車鍵

李斌：蔚來高峯時一年要買3億美元的英偉達芯片，自研芯片已經替公司省了很多錢

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4月11日，在4月10日的上海黑客松现场，影石Insta360创始人刘靖康将25克重的“黄金键帽”，送给了获胜的MVP选手。此前，这类黄金键帽只发给内部优秀研发同事，是影石程序员节的传统荣誉，这是首次授予了外部开发者。刘靖康表示，欢迎开发者们基于此做出价值，影石也将拿出更多黄金键帽，奖励那些推动行业进步的人。","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/8sExIHtBO6U","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":"fenghuang_stock","symbols":["BTGD","UGL","XME","DUST","GDXD","BAR","DBC","FGDL","BK4585","JNUG","BK4535","GDXU","DULL","CEF","PHYS","GDX","GDXJ","JDST","GLL","RING","BK4504","PICK","159831","DGP","DZZ","BK4588","SGOL","PALL","USG","GLTR","AAAU","GLDM","IAUM","GBUG","BEGS","GDXY","GOLY","OUNZ","IAU","IAUI","BK4207"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626123829","title":"百度副總裁石清華：做大模型的程序員特別悲催，做了特別牛的大模型，反而把自己「fire」了","url":"https://stock-news.laohu8.com/highlight/detail?id=2626123829","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626123829?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 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15:49","pubTimestamp":1775893774,"startTime":"0","endTime":"0","summary":"4月11日，《中国经营报》记者获悉，地平线创始人兼CEO余凯在智能电动汽车发展高层论坛（2026）上透露，2025年企业研发投入约50亿元，今年将进一步加码，大模型训练为重点投入方向。企业规划未来3—5年联合合作伙伴量产超千万套HSD。此外，今年企业完成战略升级，推出舱驾融合一体的芯片及软件解决方案，将携手生态伙伴推动智能化发展。","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://finance.eastmoney.com/a/202604113701980771.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":["BK4535","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626140507","title":"劉靖康發文宣佈：影石開源4項全景核心成果","url":"https://stock-news.laohu8.com/highlight/detail?id=2626140507","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626140507?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 14:58","pubTimestamp":1775890680,"startTime":"0","endTime":"0","summary":"新浪科技讯 4月11日下午消息，影石创始人刘靖康发文宣布，影石开源4项全景核心成果。　　刘靖康表示，影石积累了10年的全景数据和AI技术，过去半年AI研究院已投中4篇顶会。　　刘靖康称，目前影石高保真全景无人机仿真平台AirSim360、DAP全景度量深度模型等成果均已开源，欢迎开发者们基于此做出价值，影石将拿出更多黄金键帽奖励推动行业进步的人。　　据了解，在上海黑客松现场，刘靖康将25克重的黄金键帽送给了获胜的MVP选手。","market":"other","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/tob/2026-04-11/doc-inhucfkz9502758.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":["GDXJ","1OZmain","GLTR","GDX","BEGS","159934","GDXD","IAU","QOmain","SGOL","GCmain","IAUI","FGDL","GLL","GDXY","GOLY","PALL","BK4588","518880","SINA","SGCmain","GLDM","OUNZ","USG","BK4585","DZZ","SGUmain","GLD","BTGD","JDST","IAUM","DBC","BK4535","JNUG","PICK","DGP","RING","MGCmain","BAR","PHYS","UGL","DUST","AAAU","DULL","NUGT","GDXU","BK4207","XME","GBUG","CEF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626714057","title":"愛芯元智仇肖莘：國產智駕芯片未來三年市佔率將達90%，智能駕駛也將普及","url":"https://stock-news.laohu8.com/highlight/detail?id=2626714057","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626714057?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 14:51","pubTimestamp":1775890260,"startTime":"0","endTime":"0","summary":"　　新浪科技讯 4月11日下午消息，在智能电动汽车发展高层论坛2026期间，爱芯元智创始人、董事长仇肖莘与媒体对话。　　关于L3、L4智能驾驶，他也表示：“我觉得在三年之内应该会看到智能驾驶比较普及，因为现在智能驾驶的体验已经做得非常好了。但是不是能达到真正无人驾驶的程度，可能还需要几年不断地再优化和演进一下，我觉得目标是可实现的，并不是像原来那么遥远。”","market":"other","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/tob/2026-04-11/doc-inhucfma7523528.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":["BK4588","BK1163","BK4535","BK1216","BK4585","00600"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626114024","title":"蘋果預訂台積電6萬片晶圓產能，2027年全力衝刺AI服務器芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2626114024","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626114024?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 14:38","pubTimestamp":1775889512,"startTime":"0","endTime":"0","summary":"IT之家 4 月 11 日消息，摩根士丹利分析师最新研报指出，苹果公司大幅扩充台积电 SoIC封装产能预订，2026 年预订 3.6 万片晶圆，2027 年增至 6 万片。消息称苹果本轮预订的产能中，部分产能将用于 M5 Pro、M5 Max 以及明年推出的 M6 Pro / Max 芯片，但大部分产能将服务于代号为 Baltra 的 AI 服务器芯片。这款定制 ASIC 预计于 2027 年亮相，将采用台积电 3 纳米 N3E 工艺制造。苹果设计 Baltra 的核心目标是为 Apple Intelligence 服务器提供强劲算力，从而提升 Siri 等 AI 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14:12","pubTimestamp":1775887920,"startTime":"0","endTime":"0","summary":"摘要：近日，东北大学发布多批政府采购意向，仪器信息网特对其中的仪器设备品目进行梳理，统计出35项仪器设备采购意向，预算总额达1.04亿元。详细采购清单：东北大学2026年3~6月仪器设备采购意向汇总表采购项目需求概况预算万元采购时间深部金属矿山开采高温湿热环境重构装置名称：深部金属矿山开采高温湿热环境重构装置\\主要功能：主要的功能是实现物理模型的高温湿热环境重构，用于模拟的深部金属矿山开采高温湿热环境。","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://finance.sina.com.cn/wm/2026-04-11/doc-inhucfma7525063.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":["BK4535","XME"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626614749","title":"高階智駕芯片神璣NX9031與蔚來世界模型上車樂道L90","url":"https://stock-news.laohu8.com/highlight/detail?id=2626614749","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626614749?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 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13:52","pubTimestamp":1775886720,"startTime":"0","endTime":"0","summary":"　　新浪科技讯 4月11日下午消息，在智能电动汽车发展高层论坛2026期间，爱芯元智创始人、董事长仇肖莘与媒体对话。所以，爱芯元智是一个平台化的边缘计算芯片公司，车刚好是我们的一个比较大的应用场景。　　她表示，在行业分工里，爱芯元智在车载整个生态链里面给自己定位，就是做一个Tier 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13:24","pubTimestamp":1775885041,"startTime":"0","endTime":"0","summary":"【地平线余凯：舱驾融合智能体SoC芯片最高可节省4000元单车成本】“舱驾融合智能体SoC芯片（系统级芯片）通过控制器融合，可以节省50%的（芯片）空间，共用零件和算力能节省30%的（芯片）器件，并能节省1500~4000元的单车成本。”4月11日，地平线创始人兼CEO余凯在智能电动汽车发展高层论坛（2026）上表示，舱驾融合智能体soC芯片及其软件解决方案，或是未来自动驾驶芯片行业发展的方向。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604113701965121.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/202604113701965121.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":["IE00BZ199S13.USD","LU0348723411.USD","BK4588","LU1861219969.SGD","BK4585","LU1720051017.SGD","09866","LU1548497426.USD","LU2357305700.SGD","XPEV","LU2298322129.HKD","09868","LU1854104046.USD","NIO.SI","IE00BD6J9T35.USD","BK4141","LU1861215975.USD","BK4512","BK4605","02015","LU1720051108.HKD","LI","LU0724618433.USD","LU1978683503.SGD","IE00BFMHRM44.USD","NIO","LU1861214812.USD","LU1861220033.SGD","BK4535","LU0124384867.USD","LU1854103824.USD","LU2360107325.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626142287","title":"日本投入160億美元 力推初創企業Rapidus進軍人工智能芯片領域","url":"https://stock-news.laohu8.com/highlight/detail?id=2626142287","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626142287?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 12:28","pubTimestamp":1775881680,"startTime":"0","endTime":"0","summary":"日本批准向Rapidus公司追加6315亿日元补贴，助力其加速入局竞争激烈的人工智能芯片制造领域，加大对这一普遍被视为希望渺茫的标志性项目的资金扶持力度。　　日本经济产业省周六表示，这笔资金将用于支持Rapidus为信息技术企业富士通株式会社开展研发工作，富士通是日方希望能推动该标志性项目落地的首批客户之一。该省称，一个外部委员会已视察了Rapidus位于日本北部北海道的芯片制造厂，并对其技术进展予以认可。","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://finance.sina.com.cn/stock/usstock/c/2026-04-11/doc-inhuazce7601135.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":["BK4588","TSM","BK4585","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626142480","title":"李彥宏的閉源「遺志」，要靠阿里智譜Minimax實現？","url":"https://stock-news.laohu8.com/highlight/detail?id=2626142480","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626142480?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 12:22","pubTimestamp":1775881320,"startTime":"0","endTime":"0","summary":"而不止是阿里，最近在港股搅得翻云覆雨的Minimax与智谱两兄弟，最新的M2.7和GLM-5-Turbo也走上了闭源的道路。李彦宏的闭源言论，早在2024年就被其重申过数次了。在采访中，李彦宏再次重申，开源其实是一种智商税。02猜中了闭源的终局百度却没熬到Agent的春天为什么同样是举起闭源的大旗，百度倒在了2025，但阿里、智谱、MiniMax们却成功向用户兜售自家的API？李彦宏看到了即将到来的风浪与对岸的宝藏，回头却发现自家造的小木筏根本漂不了多远。","market":"hk","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://www.lanjinger.com/d/1775716254968034129","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":"lanjinger_stock","symbols":["LU0823426308.USD","LU1048588211.SGD","LU1328615791.USD","KBAB","LU0043850808.USD","LU0047713382.USD","LU0463099449.HKD","LU1282648689.USD","BK4504","LU0531971595.HKD","LU1515016050.SGD","BK1575","LU0588546209.SGD","SG9999014674.SGD","LU1481107354.HKD","BABX","LU0128525689.USD","BK4587","BK1587","LU0979878070.USD","BK4534","LU0630378692.HKD","LU0871576103.HKD","BK1117","LU0164880469.USD","LU0823426480.USD","SG9999002463.SGD","LU0661504455.SGD","BABU","BK4574","LU1823568750.SGD","LU1242518857.USD","KBDU","LU0244354667.USD","BK4548","LU0359202008.SGD","BK1095","09888","LU0197773160.USD","LU0553294199.USD","LU1051769294.HKD","LU0328353924.USD","BK4612","LU0918141705.HKD","LU0348814723.USD","LU1046422090.SGD","LU0456827905.SGD","LU0310800965.SGD","IE00B0JY6N72.USD","LU0762540952.USD","HK0000306685.HKD","LU0543330566.HKD","LU0762541174.USD","LU0640798160.USD","LU0417516902.SGD","BK4588","BK4077","LU0320764599.SGD","BK4543","LU0039217434.USD","LU0949170772.SGD","LU0197773673.USD","LU0052756011.USD","LU2039709279.SGD","BK4527","LU0918141887.USD","LU0856984785.SGD","LU1023057109.AUD","BABA","LU0651946864.USD","LU0067412154.USD","LU1688375341.USD","ALBmain","89888","BK4526","LU1152091754.HKD","BK4575","LU1152091168.USD","LU1831875114.USD","LU0456842615.SGD","LU1048596156.SGD","LU0880133367.SGD","BK4602","LU0106959298.USD","LU0072462343.USD","BK4502","LU0831093199.SGD","BK1609","BK4514","IE00BF5LJ272.USD","LU0164865239.USD","BBYY","HK0000306701.USD","LU1046421795.USD","LU2148611432.USD","LU0738911758.USD","BK1588","LU1769817096.USD","LU1115378108.SGD","LU1235294995.USD","BABW","LU0348735423.USD","LU1051768304.USD","LU0821914370.USD","LU1769817179.HKD","LU1880383366.USD","BK4552","LU0052750758.USD","LU0651947912.USD","HK0000320223.HKD","SG9999002828.SGD","BK4558","LU1008478684.HKD","LU2476274308.USD","LU0051755006.USD","IE0034224299.USD","BABO","BK4538","BK4505","LU1105468828.SGD","BK4122","IE00BFMHRM44.USD","LU1242518931.SGD","BK4531","LU0163747925.USD","BK4535","LU2226246903.HKD","BK4554","BK4581","BK1615","LU0708995583.HKD","LU0819121731.USD","LU0326950275.SGD","LU0149721374.USD","LU0072913022.USD","BK4503","BK4533","LU0287142896.SGD","LU0797268264.HKD","BK4607","LU1188198961.HKD","BIDU","BK4614","BK4585","BK4565","LU0228367735.SGD","BK4579","LU0251143458.SGD","LU0315179316.USD","LU0348816934.USD","LU0307460666.USD","LU0173614495.USD","LU0359201612.USD","LU0545039389.USD","LU0348825331.USD","HK0000320264.USD","BIDG","LU2778985437.USD","LU0501845795.SGD","BK4220","LU1267930227.SGD","LU0417516738.SGD","LU0229945570.USD","LU1003077747.HKD","LU0762542818.HKD","09988","LU0630378429.USD","BK4524"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626142235","title":"真金白銀賦能！南雄企業發展底氣十足","url":"https://stock-news.laohu8.com/highlight/detail?id=2626142235","media":"韶关发布","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626142235?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 12:20","pubTimestamp":1775881200,"startTime":"0","endTime":"0","summary":"据了解，该政策的出台，是南雄市加快限上批发零售、住宿餐饮业及规模以上服务业发展的重要举措，旨在通过政策引导，鼓励企业做大做强、提质增效，进一步激活市场主体活力。截至目前，南雄市已有15家企业依据相关政策成功申报奖补，奖补资金总额达492万元。","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://finance.sina.com.cn/wm/2026-04-11/doc-inhuazcc9577539.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":["BK4585","BK4588","BK4535","BK4547"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626421311","title":"地平線餘凱：將發布新款艙駕融合智能體芯片，每輛車可節省1500到4000元成本","url":"https://stock-news.laohu8.com/highlight/detail?id=2626421311","media":"睿见Economy","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626421311?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 12:16","pubTimestamp":1775880960,"startTime":"0","endTime":"0","summary":"　　地平线创始人兼CEO余凯表示，今年再次进行战略升级，推出舱驾融合一体的芯片方案及其软件解决方案，并与更多生态合作伙伴携手推进汽车智能化进步。余凯介绍，不仅能带来更优的用户体验，还能在限速、散热、成本等方面实现突破，尤其是在今年大家普遍头疼的DDR内存涨价背景下，将两套内存简化为一套内存，对于广大车企而言，每辆车可节省1500到4000元的成本，这是一次非常跨越式的创新。","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":"https://finance.sina.com.cn/hy/hyjz/2026-04-11/doc-inhuazck1594366.shtml","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":"sina","symbols":["BK4585","BK4535","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626429091","title":"鋁價漲勢延續？供應衝擊持續發酵 中東最大鋁產商EGA因「不可抗力」暫停部分交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2626429091","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626429091?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 12:08","pubTimestamp":1775880496,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中东最大的铝生产商阿联酋环球铝业公司援引不可抗力条款，暂停了至少部分铝材的交付，此前该公司的一家冶炼厂因伊朗的袭击而停产。该工厂是全球最大的铝厂之一，2025年铝产量为160万吨。分析人士警告，在航运咽喉霍尔木兹海峡持续受阻的背景下，EGA的停产可能仅仅是中东铝业大规模减产的序幕。在中东冲突扰乱全球供应链的背景下，冲击持续发酵，美国铝市场价格持续承压。","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/1427407.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":["BK4535","XME","DBB","PICK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626142628","title":"嵐圖汽車盧放：芯片、內存等價格都在快速上漲，對成本管控是巨大的考驗，再漲下去會影響汽車終端的價格","url":"https://stock-news.laohu8.com/highlight/detail?id=2626142628","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626142628?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 12:05","pubTimestamp":1775880300,"startTime":"0","endTime":"0","summary":"专题：智能电动汽车发展高层论坛（2026）\n　　新浪科技讯 4月11日中午消息，在智能电动汽车发展高层论坛（2026）期间，岚图汽车董事长卢放与媒体对话。\n\n　　他表示，芯片、内存等价格都在快速上涨，对成本管控是巨大的考验，汽车产业要有利润，否则不符合市场规律，再涨下去会影响汽车终端的价格，岚图尽可能不要影响到用户的购车体验。通过内部管理效率的提升，尽可能降低外部成本的影响，通过扩大规模对冲原材料上涨的风险。\n　　另外，岚图也尽可能推动供应链的本地化，能够有限降低国际原材料上涨的影响，去年岚图就做了很多国产替代的事情。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郝欣煜","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/tob/2026-04-11/doc-inhuazch4370568.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":["BK4588","BK1119","BK4535","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626814404","title":"硅晶圓大廠，踩下剎車鍵","url":"https://stock-news.laohu8.com/highlight/detail?id=2626814404","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626814404?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 11:24","pubTimestamp":1775877887,"startTime":"0","endTime":"0","summary":"SUMCO为何踩刹车？\n","market":"fut","thumbnail":"https://img3.gelonghui.com/7e21c-6f67f113-60dc-42e3-ac76-c4d4622ff077.jpg?guru_height=852&guru_width=1280&guru_size=168877","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/7e21c-6f67f113-60dc-42e3-ac76-c4d4622ff077.jpg?guru_height=852&guru_width=1280&guru_size=168877"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4375626","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":["LU0795875169.SGD","BK4581","LU1069347547.HKD","GB00BDT5M118.USD","IE00BZ1G4Q59.USD","IE00BKVL7J92.USD","BK4108","LU0795875086.SGD","LU0742534661.SGD","LU2133065610.SGD","LU0128525929.USD","SG9999015952.SGD","LU0070217475.USD","SG9999015986.USD","LU0251142724.SGD","BK4543","AIYY","DISO","BK4554","SG9999015945.SGD","LU0708994859.HKD","BK4585","LU1894683348.USD","BK4528","BK4561","LU0640476718.USD","LU1720051108.HKD","LU2347655073.USD","BK4551","LU0208291251.USD","GLOB","LU1732799900.SGD","VGT","BK4598","LU1280957306.USD","BK4535","IE00B19Z3581.USD","BK4550","BK4023","LU2357305700.SGD","BK4507","SG9999015978.USD","LU1035773651.USD","BK4532","BK4534","LU0251131958.USD","LU0726765562.USD","LU1267930573.SGD","LU0011850046.USD","LU2347655156.SGD","LU0210533765.USD","LU0786609619.USD","LU0061475181.USD","LU1718418525.SGD","LU0070302665.USD","LU1720051017.SGD","BK4524","DRAM","LU0310800379.SGD","BK4588","LU1548497426.USD","IE00B7SZLL34.SGD","LU1732800096.USD","LU0320765489.SGD","IE0002270589.USD","LU0912757837.SGD","LU0029864427.USD","BK4587","LU1894683264.USD","IE00B19Z3B42.SGD","LU0048573561.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626414491","title":"李斌：蔚來高峯時一年要買3億美元的英偉達芯片，自研芯片已經替公司省了很多錢","url":"https://stock-news.laohu8.com/highlight/detail?id=2626414491","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626414491?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 10:40","pubTimestamp":1775875200,"startTime":"0","endTime":"0","summary":"　　新浪科技讯 4月11日上午消息，在智能电动汽车发展高层论坛 期间，蔚来创始人、董事长、CEO李斌与媒体对话。　　谈及自研智驾芯片业务，李斌表示，如果从蔚来内部的管理报表角度来看的话，其实替公司已经省了很多钱了。蔚来在前几年一直都用英伟达芯片，高峰的时候一年要买3亿美金的英伟达芯片。　　他表示，从这个角度来看，自研芯片肯定是用研发去换成本降低的，研发这块毛利的角度来讲肯定是合算的。","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://finance.sina.com.cn/tob/2026-04-11/doc-inhuauvk4468953.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":["LU0215105999.USD","LU1935042215.USD","NVDL","LU1267930730.SGD","LU1803068979.SGD","LU1116320901.HKD","NVDU","LU2896262040.SGD","HK0000304805.HKD","NVDX","LU2456880835.USD","LU0109392836.USD","IE0001KFT4U8.USD","IE000ITXATA3.USD","LU1839511570.USD","SG9999002224.SGD","IE00BDCRKT87.USD","GOOG","LU0348723411.USD","LU1917777945.USD","LU0265550359.USD","LU1868837300.USD","LU2264538146.SGD","BK4099","IE000YTNTUN2.SGD","LU0187121727.USD","LU1153585028.USD","LU0289739343.SGD","IE00B4YYXB79.USD","LU0342679015.USD","LU0708995583.HKD","LU0238689110.USD","LU1551013425.SGD","LU0788109477.HKD","LU0979878070.USD","LU0787776722.HKD","LU2746668974.SGD","LU0965508806.USD","BK4532","LU1064131342.USD","LU1934455863.HKD","LU0109391861.USD","LU2125909247.SGD","SG9999004303.SGD","LU1868836757.USD","AAPL","SG9999014898.SGD","LU2168564495.EUR","LU1721428933.USD","LU1645745479.HKD","LU0528227936.USD","LU2413666426.HKD","LU0256863902.USD","LU1935043023.USD","IE00BK4W5L77.USD","LU1861215975.USD","LU2756315318.SGD","IE00B775H168.HKD","LU0274383776.USD","IE00BK4W5M84.HKD","LU0316494557.USD","LU1496350171.SGD","LU0708994859.HKD","LU0466842654.USD","LU0868494708.USD","BK4587","LU1674673428.USD","LU1674673691.USD","LU0124676726.USD","LU2089283258.USD","LU2360032135.SGD","LU0077335932.USD","IE00B3S45H60.SGD","LU0689472784.USD","BK4581","LU2250418816.HKD","LU0823421416.USD","LU0267386448.USD","IE0034235188.USD","BK4548","SGXZ81514606.USD","LU0106261372.USD","LU0320764599.SGD","LU1778281490.HKD","LU2403377893.USD","NVDG","LU2433249047.HKD","HK0000914686.HKD","LU1951198990.SGD","HK0000819398.USD","LU0354030438.USD","LU0107464264.USD","IE00B5949003.HKD","LU2860962120.EUR","LU0154236417.USD","LU2265009873.SGD","IE00B3M56506.USD","LU2361044949.HKD","IE00B3SWFQ91.USD","NVDO","IE00BQXX3D17.EUR","LU1242518857.USD","HK0000304797.USD","IE00B775SV38.USD","BK4592","LU1623119135.USD","IE00B19Z8X17.USD","LU1267930490.SGD","LU1934455194.USD","LU0823434740.USD","LU1244550577.SGD","IE00BFSS7M15.SGD","LU0057025933.USD","NVII","LU1861127337.USD","LU1951200564.SGD","LU2272731865.HKD","LU2063271972.USD","LU2471134796.USD","IE00BN29S564.USD","NIO.SI","NVDW","LU1400636657.SGD","LU2077746001.SGD","LU0158827948.USD","LU1989764748.USD","LU2471134952.CNY","IE00BJJMRX11.SGD","BK4585","LU0965509101.SGD","BK4503","LU1861220033.SGD","LU0157215616.USD","LU1066051498.USD","LU0724617625.USD","LU1548497426.USD","LU2106854487.HKD","LU2360106780.USD","LU0210528500.USD","LU2191332357.HKD","HK0000306685.HKD","LU0965509010.AUD","LU0211327993.USD","SG9999014559.SGD","BK4612","IE00BMPRXN33.USD","BK4533","LU0158827781.USD","IE00BMPRXR70.SGD","LU2463028550.USD","LU0683600562.USD","LU0820562030.AUD","LU2326559502.SGD","LU0672654240.SGD","LU2552382215.SGD","LU0823434583.USD","LU0708995401.HKD","LU2471134879.HKD","LU0289961442.SGD","NVDQ","LU2125154778.USD","LU2322448791.USD","LU1316542783.SGD","LU0048584097.USD","LU1232071149.USD","LU1974910355.USD","LU2097344357.USD","LU0061474705.USD","LU2028103732.USD","BK6125","LU1323610961.USD","GB00BDT5M118.USD","LU0957791311.USD","IE00BJJMRY28.SGD","META","LU1814569148.SGD","LU2213496289.HKD","SG9999000418.SGD","HK0000532082.HKD","IE00BJTD4V19.USD","LU2430703251.USD","IE00BHPRN162.USD","LU1066051225.USD","LU0265550946.USD","LU0985320562.USD","LU0820561818.USD","LU0029864427.USD","LU0094547139.USD","LU2430703178.SGD","LU1066053197.SGD","EVS.SI","LU2461242641.AUD","LU1642822529.SGD","LU1366192091.USD","SG9999001424.SGD","LU2237438978.USD","LU2471134523.USD","LU0128525929.USD","LU2168564149.EUR","LU2271345857.HKD","LU0234570918.USD","LU2750360997.AUD","LU1935042991.SGD","LU2750360641.GBP","IE00B4JS1V06.HKD","IE00B1BXHZ80.USD","LU0417517546.SGD","LU1244550221.USD","IE0003U64NQ7.SGD","LU1119994496.HKD","LU0390134368.USD","IE0009G5SDU7.USD","LU2247934214.USD","LU2506951792.HKD","BK4551","IE00BKVL7J92.USD","IE00B19Z9505.USD","BK4526","LU0345769128.USD","BK4529","LU0353189763.USD","LU2931357623.SGD","LU2023250504.SGD","IE00BJTD4N35.SGD","BK4608","LU2360107168.USD","LU0943347566.SGD","LU0823414478.USD","DIPS","BK4549","SG9999017495.SGD","LU2552382058.USD","LU2381873111.SGD","LU0786609619.USD","BK4535","LU1691799644.USD","NIO","IE0034235295.USD","LU2089985449.USD","LU1983260115.SGD","LU1035775433.USD","IE0034235303.USD","LU2023250330.USD","LU0689626769.HKD","LU1989764664.SGD","LU2242649171.HKD","HK0000306701.USD","NVDB","LU0056508442.USD","L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