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23:18","pubTimestamp":1753975089,"startTime":"0","endTime":"0","summary":"更新 3-庞巴迪第二季度收入下降而利润上升增加了财报细节、首席执行官评论以及整个背景资料高交付量和高需求使净收入超出预期自由现金消耗为 1.64 亿美元,以建立库存缓冲,应对潜在的更高关税成本预计 2025 年下半年首次交付环球 8000 公务机首席执行官马特尔强调国防市场需求强劲Dan Catchpole/Aatreyee Dasgupta. 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股價跌破700美元大關","url":"https://stock-news.laohu8.com/highlight/detail?id=2555834164","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555834164?lang=zh_tw&edition=fundamental","pubTime":"2025-07-31 23:15","pubTimestamp":1753974924,"startTime":"0","endTime":"0","summary":"北京时间2025年07月31日23时15分,阿斯麦股票出现波动,股价大幅下跌2.97%。截至发稿,该股报700.00美元/股,成交量113.033万股,换手率0.29%,振幅1.00%。阿斯麦股票所在的半导体行业中,整体跌幅为1.50%。阿斯麦公司简介:阿斯麦是半导体制造中使用的光刻系统的领导者。阿斯麦将大部分零部件的制造外包,承担类似组装商的职能。阿斯麦的主要客户是台积电、三星和英特尔。","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=nesSN20250731231524a46ddb6f&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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23:12","pubTimestamp":1753974723,"startTime":"0","endTime":"0","summary":"英特尔在 4 月预告的新一轮裁员计划在 6 月正式官宣,预计裁撤员工总数的 15%左右,波及约 1.5 万名成员。但三十年后的英特尔,又会站在哪个位置?然而如今,当英特尔公开表示可能放弃 14A 及其后的先进制程节点,事情不只是 IDM 2.0 战略的终止以及晶圆代工业务还能继续,先进工艺的放弃,也会宣告其退出了全球芯片制造产业链的博弈。因为英特尔在此前的所有客户招商、合作意向、路线图设计,基本都是围绕 14A 及更先进工艺展开。","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=nesSN20250731232140a46ddd7b&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731232140a46ddd7b&s=b","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":"tencent","symbols":["BK4529","BK4575","BK4588","BK4534","BK4543","BK4550","LU0321505439.SGD","BK4515","BK4585","LU2543165471.USD","BK4605","BK4554","BK4535","BK4512","BK4527","BK4612","BK4141","BK4602","LU0321505868.SGD","LU2148611432.USD","BK4579","INTC","LU0081259029.USD","BK4533"],"gpt_icon":1},{"id":"2555834197","title":"第二財季利潤指引低於預期 Arm Holdings跌超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555834197","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555834197?lang=zh_tw&edition=fundamental","pubTime":"2025-07-31 23:09","pubTimestamp":1753974561,"startTime":"0","endTime":"0","summary":"周四,arm holdings跌超11%,报144.55美元。消息面上,该公司因加大新产品研发投入,发布了低于预期的第二财季利润指引。第一财季业绩报告显示,截至6月的第一季度,ARM营收增长12%至10.5亿美元,每股收益为35美分,均符合分析师预期。展望未来,Q2营收预计为10.1亿至11.1亿美元,分析师预期为10.6亿美元;剔除部分项目后每股收益预计为29至37美分,而分析师平均预期为35美分。他指出,短期来看,支出激增会影响利润,但长期将推动公司更强劲地增长。","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=nesSN2025073123151194c69733&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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22:45","pubTimestamp":1753973100,"startTime":"0","endTime":"0","summary":"1688眼下正处于向用户需求导向全面转型的关键路口。向技术要增长,1688All in AI从“丑拖鞋小哥”刘世奇到圆形沙滩巾的舒凯,这些产业带商家的故事并非个例,而是制造业借助AI技术走向全球市场的缩影。1688此次发布的AI产品,直接瞄准这些实际痛点,通过AI赋能,试图为企业开辟出一条新路。当下,1688Ai版本在做迭代,8月份、9月份将继续强化学习,把意图的对话能力通过自然语言筛选能力做到产品里。","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/t/2025-07-31/doc-infikvpr9616334.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":["LU0501845795.SGD","LU1282648689.USD","LU0797268264.HKD","BK4543","BK4572","09988","BK4538","LU1048588211.SGD","LU1048596156.SGD","ALBmain","LU0348816934.USD","LU0072462343.USD","LU1769817096.USD","BK4585","BK4587","LU0651946864.USD","LU1880383366.USD","LU0310800965.SGD","LU0328353924.USD","LU1046421795.USD","BK4554","LU1152091754.HKD","LU1235294995.USD","LU0880133367.SGD","BK4535","LU1105468828.SGD","LU1152091168.USD","IE00B7SZL793.SGD","IE00B19Z4B17.USD","BABA","LU0651947912.USD","LU0348814723.USD","LU2226246903.HKD","BK4565","LU0106959298.USD","BK4526","LU1051769294.HKD","LU1242518857.USD","AIR","BK4504","BK4502","IE00BFMHRM44.USD","BK4122","BK4579","LU0251143458.SGD","LU0128525689.USD","BK4614","LU1688375341.USD","LU1769817179.HKD","BK4531"],"gpt_icon":0},{"id":"2555834310","title":"Robotaxi探路競速:從供應鏈到生態鏈的集體加碼","url":"https://stock-news.laohu8.com/highlight/detail?id=2555834310","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555834310?lang=zh_tw&edition=fundamental","pubTime":"2025-07-31 22:39","pubTimestamp":1753972748,"startTime":"0","endTime":"0","summary":"在前不久开始试水Robotaxi商业化后,特斯拉近日先后两次宣布调整应用价格。最新消息显示,特斯拉Robotaxi服务将从固定收费转为按里程动态定价。特斯拉则是逐渐开始探索Robotaxi业务。截至今年5月,小马智行称已在中国、美国、韩国、卢森堡等国持有Robotaxi牌照。阿布扎比Robotaxi车队规模自2024年以来增长到3倍,规模化效应显著提升。当然无疑Robotaxi还是更具挑战的商业化方向。","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=nesSN20250731224132a46dd01f&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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急速拉昇5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555396198","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555396198?lang=zh_tw&edition=fundamental","pubTime":"2025-07-31 22:01","pubTimestamp":1753970468,"startTime":"0","endTime":"0","summary":"北京时间2025年07月31日22时01分,泰瑞达股票出现波动,股价大幅拉升5.03%。泰瑞达股票所在的半导体行业中,整体跌幅为0.40%。对于2025年第三季度,泰瑞达预计营收将在7.1亿至7.7亿美元之间,摊薄后每股收益将在0.62至0.80美元之间。","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=nesSN2025073122010894c67138&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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21:50","pubTimestamp":1753969829,"startTime":"0","endTime":"0","summary":"Meta股价飙升11%,市值增加1900亿美元","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202507313472926345.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/202507313472926345.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0056508442.USD","FB","GB00BDT5M118.USD","LU0267386448.USD","LU2602419157.SGD","BK4524","BK4566","LU2458330169.SGD","LU1917777945.USD","LU2265009873.SGD","LU2361044865.SGD","LU0154236417.USD","IE00BJJMRY28.SGD","IE00B1BXHZ80.USD","LU0225283273.USD","LU0689472784.USD","LU2087621335.USD","LU2720916845.USD","LU0353189763.USD","BK4534","LU0980610538.SGD","LU1868836591.USD","SG9999014906.USD","LU1069344957.HKD","LU0661504455.SGD","SGXZ51526630.SGD","LU2404859741.USD","LU2461242641.AUD","IE00BN29S564.USD","LU1791710400.SGD","LU1116320737.USD","META","LU0985320562.USD","LU0784384876.USD","LU2247934214.USD","LU2054465674.USD","LU0795875169.SGD","BK4543","BK4507","BK4581","BK4551","LU0820561909.HKD","IE00B1XK9C88.USD","BK4533","LU0130102774.USD","LU0323591593.USD","LU0106261372.USD","LU0320765059.SGD","LU1084165304.USD","LU2361044949.HKD"],"gpt_icon":0},{"id":"2555551836","title":"美股異動|Arm跌超13.6% 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股價大跌5.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555836681","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555836681?lang=zh_tw&edition=fundamental","pubTime":"2025-07-31 21:35","pubTimestamp":1753968936,"startTime":"0","endTime":"0","summary":"北京时间2025年07月31日21时35分,Truecar, Inc.股票出现波动,股价急速下跌5.94%。Truecar, Inc.股票所在的互联网信息服务行业中,整体涨幅为5.99%。其相关个股中,Meta Platforms, Inc.、Giftify, Inc.、红迪网涨幅较大,Gibo Holdings Limited、Upexi, Inc.、Nebius Group N.V.较为活跃,换手率分别为3.98%、1.08%、0.95%,振幅较大的相关个股有Giftify, Inc.、思享无限、Izea Worldwide, Inc.,振幅分别为9.92%、6.16%、5.00%。Truecar, Inc.公司简介:TrueCar Inc 是一家以数据为驱动的在线平台,依托通用技术基础设施运行,由专有的数据和分析提供支持。","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=nesSN20250731213536972a4e04&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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急速跳水6.49%報864.98美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2555369688","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555369688?lang=zh_tw&edition=fundamental","pubTime":"2025-07-31 21:32","pubTimestamp":1753968736,"startTime":"0","endTime":"0","summary":"北京时间2025年07月31日21时32分,科磊股票出现波动,股价大幅下跌6.49%。截至发稿,该股报864.98美元/股,成交量12.1761万股,换手率0.09%,振幅0.84%。机构评级方面,在所有31家参与评级的机构中,52%的券商给予买入建议,48%的券商给予持有建议,无券商给予卖出建议。科磊股票所在的半导体行业中,整体跌幅为0.01%。在这部分市场中,科磊占有多数份额。","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=nesSN20250731213216a6cbca2f&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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早盤股價大跌7.08%報92.07美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2555283117","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555283117?lang=zh_tw&edition=fundamental","pubTime":"2025-07-31 21:31","pubTimestamp":1753968675,"startTime":"0","endTime":"0","summary":"北京时间2025年07月31日21时31分,泛林集团股票出现波动,股价急速下跌7.08%。截至发稿,该股报92.07美元/股,成交量115.888万股,换手率0.09%,振幅1.86%。泛林集团股票所在的半导体行业中,整体涨幅为0.34%。泛林集团公司简介:泛林集团是全球最大的半导体晶圆制造设备制造商之一。泛林集团在蚀刻领域占有最大的市场份额,在沉积领域占有第二大市场份额。","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=nesSN20250731213115a6cbc9ba&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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