美股詳情

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AI

968.57

+0.23820.02%

漲家數：23

跌家數：22

平家數：- -

市盈率：- -

高：978.33

開：968.33

低：963.25

收：968.33

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總覽新聞資訊

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

Splunk、Snowflake、Palantir，那些“燒錢”的大數據公司也在

IBM與法拉利車隊共同推出全新移動應用程序體驗

特斯拉為部分Model S/X免費升級高壓電池密封系統，提升車輛抗洪性能

三星電子一季度研發投入創新高

中关村在线

淘寶天貓與小紅書達成戰略合作，打通從種草到購買的全鏈路

IBM與法拉利車隊推出全新升級版移動應用程序，全面提升全球 F1 車迷體驗

OpenAI調整架構後計劃削減微軟收入分成比例

环球市场播报

三星電子一季度研發投入9萬億韓元設備方面也在大力投資

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

支付寶上線0.01元義診超3000位三甲名醫在線！

快科技官方

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特斯拉(TSLA)在歐洲的汽車銷量持續下跌

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英偉達祈求美政府保持其AI硬件壟斷，避免華為乘虛而入

Palantir 股價大跌 12%，國際業務疲軟與估值合理性受質疑

恒生科技指數轉跌！地平線機器人跌超5%領跌成分股

老虎资讯综合

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15:43","pubTimestamp":1746603816,"startTime":"0","endTime":"0","summary":"三星电子近日公布的财报显示，今年第一季度公司投入的研发资金达到9万亿韩元，约合63亿美元，创下该公司一季度研发投入的历史新高。去年第一季度，三星电子的研发支出为7.8万亿韩元，今年同期则增加了1.2万亿韩元，增幅达到16%。在今年第一季度，三星电子整体营收为79.1万亿韩元，这意味着研发支出占营收的比例达到了11.4%，较去年同期的10.9%有所上升。此外，除了研发投入，三星电子在设备投资方面也保持了强劲的力度。","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=nesSN202505071627499751b583&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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15:25","pubTimestamp":1746602700,"startTime":"0","endTime":"0","summary":"据媒体周二报道，OpenAI已告知投资者，随着公司架构调整的推进，将减少给予主要支持者微软的收入分成比例。　　微软表示，与OpenAI之间“存在双向收入分成协议”，该合作的核心条款将在2030年合约到期前持续有效。OpenAI发言人对The Information表示：“我们继续与微软保持密切合作，期待近期完成资本结构调整的具体安排。”","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/stock/usstock/c/2025-05-07/doc-inevtptv3553683.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":["LU1983260115.SGD","SG9999014567.USD","LU0256863902.USD","LU1815333072.USD","LU0149725797.USD","LU2456880835.USD","LU2552382215.SGD","LU2458330169.SGD","BK4525","SG9999014559.SGD","IE00BJJMRX11.SGD","SG9999017495.SGD","BK4527","LU1046421795.USD","IE00B4YYXB79.USD","LU0347712357.USD","LU1221951129.SGD","LU2097344431.USD","LU2237443465.HKD","LU2236285917.USD","MSFT","LU0057025933.USD","LU0444971666.USD","LU0820561818.USD","IE00B19Z9505.USD","BK4543","LU2089283258.USD","LU0912757837.SGD","IE000ITXATA3.USD","LU1244550494.USD","LU1670628061.USD","SG9999014575.USD","LU1066053197.SGD","LU2458330243.SGD","LU2111349929.HKD","LU2286300806.USD","LU0820561909.HKD","BK4587","LU0690374615.EUR","LU1551013425.SGD","LU1623119135.USD","BK4554","BK4528","BK4535","LU0456855351.SGD","LU0889565833.HKD","LU0109392836.USD","LU0823417737.USD","LU2417539215.USD","LU1988902786.USD"],"gpt_icon":1},{"id":"2533919950","title":"三星電子一季度研發投入9萬億韓元 設備方面也在大力投資","url":"https://stock-news.laohu8.com/highlight/detail?id=2533919950","media":"TechWeb","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533919950?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 15:09","pubTimestamp":1746601766,"startTime":"0","endTime":"0","summary":"在去年一季度，三星电子的研发投入为7.8万亿韩元，今年一季度的9万亿较之是增加了1.2万亿，同比增长16%。三星电子在今年一季度营收79.1万亿韩元，9万亿韩元的研发投入，就占到了他们该季度营收的11.4%，高于去年同期的10.9%。除了加大研发方面的投入，外媒称三星电子今年一季度在设备方面也有大力投资，投入了12万亿韩元，包括设备解决方案部门的10.9万亿韩元、显示屏部门的5000亿韩元。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180418/n8KS-fzihnep5208738.png/w120h90l50t1f5b.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180418/n8KS-fzihnep5208738.png/w120h90l50t1f5b.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-05-08/detail-inevtptw9599248.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, 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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":"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-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":["LU1988902786.USD","LU0056508442.USD","LU0823434583.USD","BK4141","LU1803068979.SGD","LU1951200564.SGD","AMD","BK4602","BK4535","LU2054465674.USD","BK4534","LU1880398471.USD","LU1951198990.SGD","LU0823434740.USD","BK4605","LU2264538146.SGD","BK4554","BK4532","LU2098885051.SGD","BK4543","LU1242518931.SGD","LU2543165471.USD","LU0321505868.SGD","LU0198837287.USD","LU0642271901.SGD","LU2360106780.USD","BK4566","GFS","BK4527","LU0127658192.USD","IE00B5949003.HKD","LU1303367103.USD","LU1923623000.USD","LU0082616367.USD","LU0390134368.USD","BK4614","IE0004445239.USD","LU2458330169.SGD","BK4512","BK4515","BK4612","BK4533","BK4529","BK4588","IE00BMPRXN33.USD","LU1880398554.USD","LU2250418816.HKD","IE00BMPRXR70.SGD","LU0979878070.USD"],"gpt_icon":1},{"id":"2533919654","title":"支付寶上線0.01元義診 超3000位三甲名醫在線！","url":"https://stock-news.laohu8.com/highlight/detail?id=2533919654","media":"快科技官方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533919654?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 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Y车系。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210625/YTAyNDliZmFiNTNlZDA2ZDM4ZGYxMzMxNzMwNDYyNzM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/YTAyNDliZmFiNTNlZDA2ZDM4ZGYxMzMxNzMwNDYyNzM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f7df56ce72b6812e49d77416ce851b0b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"288242","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":["BK4548","LU0823414478.USD","LU0316494557.USD","TSYW.SI","BK4581","LU0345769631.USD","IE00BSNM7G36.USD","LU1839511570.USD","BK4592","LU2756315664.SGD","LU2602419157.SGD","LU0097036916.USD","LU0345769128.USD","LU2360107168.USD","BK4516","BK4534","IE00BJLML261.HKD","LU1674673428.USD","LU1861558580.USD","LU0053666078.USD","LU2471134879.HKD","TSLA","BK4511","LU1066051811.HKD","LU1145028129.USD","LU1066051225.USD","LU1066051498.USD","LU1551013425.SGD","LU2087621335.USD","LU0820561818.USD","BK4533","LU0323591593.USD","LU1914381329.SGD","LU1366192091.USD","LU2750360641.GBP","LU1852331112.SGD","IE00BWXC8680.SGD","LU0234570918.USD","LU2756315318.SGD","LU0348723411.USD","BK4612","IE0034235303.USD","SG9999015952.SGD","LU1066053197.SGD","TSLL","LU2023250330.USD","LU0345770308.USD","LU2250418816.HKD","BK4543","BK4574"],"gpt_icon":0},{"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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级国家的限制更加严格。华为有望成为全球人工智能领导者以中国为堡垒，并能够向其他地区销售硬件，华为和其他中国公司将与英伟达及其他美国企业在欧洲和中东的人工智能硬件市场展开竞争。","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://tech.ifeng.com/c/8j9tjHdBVGt","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU1244550221.USD","NVDS","LU2360106780.USD","IE00BJTD4V19.USD","3NVD.UK","LU0823421333.USD","LU2417539215.USD","NVD3.UK","2NVD.UK","SGXZ99366536.SGD","NVDS.UK","LU0786609619.USD","NVIW.SI","LU0882574139.USD","LU2237957902.USD","IE00BDRTCR15.USD","LU0124676726.USD","LU2471134523.USD","LU2065171311.SGD","LU0345770308.USD","LU1712237335.SGD","NVDA","SNVD.UK","LU2168564149.EUR","SG9999002224.SGD","LU1629891620.HKD","LU1035775433.USD","NVDY","LU2125909593.SGD","NVD","NVD2.UK","LU1852331112.SGD","LU2462157665.USD","LU0128525929.USD","LU2083900584.USD","LU2413666699.HKD","LU0225283273.USD","LU1548497426.USD","NVDX","BK4592","LU2326559502.SGD","LU0081259029.USD","NVDU","IE00BMPRXN33.USD","BK4543","LU1069344957.HKD","NVDD","LU0820562030.AUD","BK4532"],"gpt_icon":1},{"id":"2533649509","title":"Palantir 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