美股詳情

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AI

1,206.05

+0.87060.07%

漲家數：19

跌家數：25

平家數：- -

市盈率：- -

高：1,211.74

開：1,205.21

低：1,200.16

收：1,205.18

資料載入中...

GE航空上調全年指引，股價大漲

陳立武再度“壯士斷腕”，英特爾被曝在美再裁員約 5000 人

通用電氣航空航天集團（GE Aerospace）因老式噴氣機維修需求上升而上調 2025 年利潤預期

美國股票-納斯達克指數、標準普爾指數期貨在瘋狂交易後受芯片股提振

英特爾推出新工具：用AI給遊戲畫質打分

暴漲61%，臺積電第二季度業績超預期

半导体产业纵横

Vaulted Deep簽約，12年內將交付最多4.9百萬噸持久二氧化碳去除量

Vaulted Deep與微軟簽署協議，通過廢物管理基礎設施去除碳排放

研報掘金丨長江證券：維持麥格米特“買入”評級，AI電源有望成為新成長點

特斯拉突發新車預告，理想、蔚來“撞款”火速回應

魏哲家：臺積電美國三廠已開始建設，將採用2nm與A16技術

美股異動丨百度盤前漲超1% 近日上線全新AI搜素APP TizzyAI

臺積電：H20恢復對華銷售是很好的事情

有信科技7月16日成交額為128.63萬美元

臺積電強勁業績提振歐洲芯片股

台積電強勁業績提振歐洲芯片股

Arm股價走高：或進軍自研AI芯片，法巴稱上漲潛力仍未兌現

阿斯麥：Bernstein將目標價從806美元下調至743美元

臺積電盤前漲超4%，Q2淨利及Q3銷售額指引均超預期

快評丨誰讓黃仁勳脱下皮衣換上唐裝？

成都商报红星新闻

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Lawrence Culp, Jr.表示：\"GE航空团队在第二季度表现出色，自由现金流几乎翻倍，订单、营收、营业利润和每股收益均实现超过20%的增长。GE航空上调了2025财年全年指引，现预计调整后每股收益为5.60-5.80美元，高于此前预测的5.10-5.45美元，与分析师共识的5.63美元一致。","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://cn.investing.com/news/earnings/article-2890019","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":"investing_news","symbols":["LU0157215616.USD","LU1280957306.USD","LU0689472784.USD","BK4206","BK4585","LU0149725797.USD","BK4566","LU1093756325.SGD","LU2543165471.USD","LU2756315318.SGD","LU0354030438.USD","LU2168564065.EUR","BK4187","159231","BK4501","BK4588","LU1261432733.SGD","LU1551013425.SGD","LU0640476718.USD","LU0943347566.SGD","LU2168564149.EUR","LU2756315664.SGD","LU0354030511.USD","LU2264538146.SGD","BK4543","LU2168564222.USD","LU1366192091.USD","LU2168563687.JPY","LU1093756168.USD","LU1988902786.USD","LU1551013342.USD","LU0820562030.AUD","LU1064131342.USD","LU1366333091.USD","GE","LU0820561818.USD","LU0820561909.HKD","LU0868494617.USD","LU2168564495.EUR"],"gpt_icon":0},{"id":"2552865794","title":"陳立武再度“壯士斷腕”，英特爾被曝在美再裁員約 5000 人","url":"https://stock-news.laohu8.com/highlight/detail?id=2552865794","media":"IT之家","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552865794?lang=zh_tw&edition=fundamental","pubTime":"2025-07-17 18:39","pubTimestamp":1752748784,"startTime":"0","endTime":"0","summary":"IT之家 7 月 17 日消息，据 The Register 今日报道，英特尔提交的文件显示，该公司计划裁员约 5000 人，主要集中在加州和俄勒冈州。最近公布的通知显示，英特尔计划在加州 Folsom 和圣克拉拉工厂裁员近 2000 人，在俄勒冈州 Hillsboro 和 Aloha裁员约 2500 人。亚利桑那当地媒体称，原计划裁员 170 人的人数已增加至近 700 人，得克萨斯州的员工也被告知自己“不再被需要”。据IT之家了解，此次裁员使英特尔一年内累计裁员超 2 万人。","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=nesSN20250717184014954609bd&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, 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年利潤預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2552836904","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552836904?lang=zh_tw&edition=fundamental","pubTime":"2025-07-17 18:38","pubTimestamp":1752748712,"startTime":"0","endTime":"0","summary":"路透7月17日 - 通用电气航空GE.N周四上调了2025年的利润预期，原因是飞机交付持续延迟导致航空公司更长时间地保留老式喷气式飞机，从而推动了对售后维修服务的强劲需求。通用电气预计年度调整后 每股利润在 5.60 美元至 5.80 美元之间，而之前的预期为 5.10 美元至 5.45 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18:18","pubTimestamp":1752747501,"startTime":"0","endTime":"0","summary":"美国股票-纳斯达克指数、标准普尔指数期货在疯狂交易后受芯片股提振如需路透关于美国、英国和欧洲股市的实时博客，请单击 LIVE/ 或在新闻窗口中输入 LIVE/。期货：道指下跌 0.05%，标普 500 指数上涨 0.1%，纳斯达克指数上涨 0.18. 路透7月17日 - 周四，纳斯达克指数和标普500指数上涨，原因是台湾台积电的强劲业绩提振了芯片制造商，而此前一个过山车式的交易时段的特点是对美联储独立性的担忧。华尔街上一交易日小幅收涨，纳斯达克指数飙升至历史新高。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250717:nL4T3TE0QM:1","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":null,"symbols":["LU2602419157.SGD","NVDA","LU0965509010.AUD","LU0882747503.HKD","LU1280957306.USD","LU2065171311.SGD","TSM","NVDL","03145","AMD","NVDS","BK4543","IE00BZ1G4Q59.USD","LU2471134879.HKD","LU0541501648.USD","2NVD.UK","LU0979878070.USD","NVDX","NVDU","LU1804176565.USD","NVIW.SI","LU2249611893.SGD","LU2505996681.GBP","LU2065169927.USD","MRVL","BK4566","NVDD","SNVD.UK","NVD3.UK","NVDS.UK","LU0444971666.USD","LU0072462426.USD","3NVD.UK","LU1989772840.SGD","LU1935042991.SGD","NVDY","BK4108","BK4592","LU2023250330.USD","LU1989772923.USD","LU1823568750.SGD","NVD","NFLX","LU2168563687.JPY","NVD2.UK","LU2322448957.HKD","LU2250418816.HKD","LU0689626769.HKD"],"gpt_icon":0},{"id":"2552834304","title":"英特爾推出新工具：用AI給遊戲畫質打分","url":"https://stock-news.laohu8.com/highlight/detail?id=2552834304","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552834304?lang=zh_tw&edition=fundamental","pubTime":"2025-07-17 17:59","pubTimestamp":1752746389,"startTime":"0","endTime":"0","summary":"IT之家 7 月 17 日消息，英特尔近日在 GitHub 开源了一款基于 AI 的视频质量评估工具 —— 计算机图形视觉质量指标，旨在为现代游戏和实时渲染图形的画质评价提供客观衡量标准。该工具已以 PyTorch 应用形式在 GitHub 上发布，同时配套研究论文《CGVQM+D：计算机图形视频质量指标及数据集》也对外公布。实验显示，CGVQM 的评估效果几乎全面超越现有同类工具。更重要的是，CGVQM 在未见过的视频中同样展现了良好的泛化能力，使其具备广泛适用价值。","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/8l48lPk3xCR","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4533","BK4512","BK4534","BK4527","BK4575","LU0321505439.SGD","LU2543165471.USD","BK4141","LU0081259029.USD","BK4535","BK4579","INTC","BK4612","BK4585","BK4605","LU0321505868.SGD","BK4588","BK4554","BK4515","BK4543","BK4602","BK4529","BK4550"],"gpt_icon":1},{"id":"2552486509","title":"暴漲61%，臺積電第二季度業績超預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2552486509","media":"半导体产业纵横","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552486509?lang=zh_tw&edition=fundamental","pubTime":"2025-07-17 17:56","pubTimestamp":1752746162,"startTime":"0","endTime":"0","summary":"台积电今日公告，截至2025年6月30日第二季度，合并营收为9337.9亿新台币，净利润为3982.7亿新台币，摊薄后每股收益为15.36元新台币。第二季度毛利率为58.6%，营业利益率为49.6%，净利润率则为42.7%。台积电预计第三季度销售额318亿美元至330亿美元，预估317.2亿美元，预计第三季度营业利益率45.5％至47.5％，预估46.9％，预计第三季毛利率为55.5%至57.5%，预估为57.2%。由于关税及其他不确定性，对第四季度的预测更为保守。","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=nesSN20250717191209a450fa06&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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16:14","pubTimestamp":1752740071,"startTime":"0","endTime":"0","summary":"人民财讯7月17日电，7月17日，台积电高管在第二季度业绩说明会上就H20恢复对华销售表示，目前没有看到更多信号，但确实是很好的事情。中国是很大的市场，是很积极的消息，对公司是很好的事情；现在还不认为是合适的上调指引的时间，有可能下季度。","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=nesSN20250717161432a6af4126&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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16:10","pubTimestamp":1752739843,"startTime":"0","endTime":"0","summary":"美东时间2025年7月16日，有信科技成交额为128.63万美元，成交额较昨日增加227.25%，当日成交量为284.36万股。有信科技于2025年7月16日涨8.06%，报0.441美元，该股过去5个交易日涨0.43%，年初至今跌89.06%，过去60日跌74.81%。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。","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=nesSN20250717170157a450aa60&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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16:08","pubTimestamp":1752739718,"startTime":"0","endTime":"0","summary":"格隆汇7月17日｜欧洲芯片股在早盘交易中上涨，台积电此前公布了强劲业绩，表明芯片需求依然强劲。台积电第二季度净利润同比增长61%，超出市场预期，并预计第三季度营收将在318亿美元至330亿美元之间，高于第二季度的300.7亿美元。阿斯麦上涨2.5%，ASM太平洋和贝思半导体分别上涨3.3%和3.5%，意法半导体上涨3.4%，德国英飞凌科技上涨1.4%。","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=nesSN202507171615049545e184&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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16:08","pubTimestamp":1752739687,"startTime":"0","endTime":"0","summary":"Arm今年迄今股价已上涨约16%，而法巴银行团队认为，鉴于股价尚未计入ASIC业务潜力，仍存在“显著的上涨空间”。分析师引用近期媒体报道称，愈发多的迹象显示Arm可能开始生产自有ASIC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=nesSN202507171613489545e126&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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16:03","pubTimestamp":1752739413,"startTime":"0","endTime":"0","summary":"阿斯麦：Bernstein将目标价从806美元下调至743美元","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["LU0823434583.USD","LU0823434740.USD","BK4543","BK4588","LU0097036916.USD","LU2063271972.USD","LU0345774391.USD","IE00BD6J9T35.USD","BK4147","LU1734074674.USD","BK4585","ASML","03165","IE0004445239.USD","LU0345774631.USD"],"gpt_icon":0},{"id":"2552110442","title":"臺積電盤前漲超4%，Q2淨利及Q3銷售額指引均超預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2552110442","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552110442?lang=zh_tw&edition=fundamental","pubTime":"2025-07-17 16:02","pubTimestamp":1752739331,"startTime":"0","endTime":"0","summary":"格隆汇7月17日｜台积电(TSM.US)美股盘前涨超4%，报248美元。消息面上，台积电刚刚公布业绩显示，二季度净利润3983亿元台币，同比大增60.7%，超出市场预期并创下历史新高，主要得益于人工智能应用领域对半导体需求的激增。 台积电预计第三季度销售额318亿美元至330亿美元，预估317.2亿美元，预计第三季度营业利益率45.5％至47.5％，预估46.9％。台积电预计第三季毛利率为55.5%至57.5%，预估为57.2%。台积电仍然预测全年资本支出380亿美元至420亿美元。","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=nesSN202507171609469545e038&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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15:42","pubTimestamp":1752738137,"startTime":"0","endTime":"0","summary":"而此次出席链博会，黄仁勋不仅脱下皮衣换上唐装，还用中文演讲，委实令人“意外”。此次到访中国是黄仁勋半年内第三次来华。更重要的是，黄仁勋今年以来的三次来华，几乎都是围绕中国市场展开。黄仁勋此言不虚。可见，黄仁勋脱下皮衣换上唐装、首次中文演讲，是有着明确的利益取向：一方面是为英伟达“带货”，另一方面是展示英伟达实力。","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=nesSN20250717154440a6af3181&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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