美股詳情

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元宇宙及AR概念

3,652.34

+28.430.78%

漲家數：16

跌家數：26

平家數：1

市盈率：- -

高：3,679.99

開：3,623.82

低：3,623.74

收：3,623.91

成交量：7.60億

成交額：1,397.33億

市值：25.62萬億

流通市值：24.42萬億

資料載入中...

谷歌百億美元砸向印度，圍繞「數據中心」的AI投資洪流席捲印度股市

英特爾打響 AI 反擊戰：擬斥資 50 億美元洽購 SambaNova

AMD撤回顯卡支持爭議決定，繼續為RDNA架構提供更新

存儲芯片，開啓「黃金時代」

半导体产业纵横

美國，突發！超1000架次航班取消！

AI應用「牛市敍事」再強化! Cloudflare(NET.US)銷售額大增31% 股價狂飆至歷史新高

加密市場小幅回暖，美股三大股指月線均錄得至少六連漲

存儲芯片，漲瘋了

半导体行业观察

美國法院發出禁制令，稱停發食品福利將造成「不可挽回的傷害」

华尔街见闻

傳Coinbase擬斥資20億美元收購BVNK，加速佈局穩定幣支付生態

微軟Azure Local十月更新釀「超級災難」：約每隔20小時藍屏 1 次

台積電1nm傳提前落地中科新廠11月5日動工 2028年量產

蘋果第五款 AirPods 有望 2026 年登場，內置攝像頭、配 AI 功能

11月1日隔夜要聞：油價持穩美元指數三連漲特朗普稱不會與加重啓談判法官要求特朗普政府繼續發放SNAP福利

环球市场播报

迪士尼：仍致力於尋求公平解決方案，以恢復YouTube電視用户的訪問權限

三星：Galaxy S26系列將搭載更多AI功能改變用户體驗

Coinbase 計劃以 20 億美元收購 BVNK 推動穩定幣業務

美國法官要求特朗普政府：即便政府停擺，SNAP福利也必須繼續發放

环球市场播报

微軟財報顯示OpenAI上季度虧損達120億美元

BUZZ-收入困境持續，路明公司業績下滑

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13:18","pubTimestamp":1761974336,"startTime":"0","endTime":"0","summary":"日前，摩根士丹利研报指出，AI驱动下存储行业供需失衡加剧，预计将开启持续数年的“超级周期”，到2027年全球存储市场规模有望向3000亿美元迈进，存储芯片行业或正迎来新一轮产业周期的起点。01存储芯片，开启超级周期存储芯片周期性显著强于其他半导体细分领域，近13年呈现3-4年一轮的周期规律，当前正处于第四轮周期。虽然本季度SK海力士在整体存储市场上被三星电子反超，但在HBM和通用DRAM强劲需求的支持下，公司继续领跑DRAM市场。","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=nesSN20251101132239a6d9f455&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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13:14","pubTimestamp":1761974040,"startTime":"0","endTime":"0","summary":"　　美国政府“停摆”的影响正在加剧。　　受“停摆”影响，美国多地机场航班延误甚至取消。据美国航班跟踪网站的数据，仅美东时间10月30日当天，全美因各种原因已有超过6000架次航班延误，超1000架次航班取消。美国副总统万斯当天警告称，如果“停摆”持续到11月下旬的感恩节假期旅行季，美国航空交通可能将面临一场“灾难”。","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/world/gjcj/2025-11-01/doc-infvwmtz3633954.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":["CR","BK4551","BK4576","BK4077","BK4554","BK4161","BK4508","GDP","BK4213"],"gpt_icon":0},{"id":"2580167446","title":"AI應用「牛市敍事」再強化! Cloudflare(NET.US)銷售額大增31% 股價狂飆至歷史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2580167446","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580167446?lang=zh_tw&edition=fundamental","pubTime":"2025-11-01 10:06","pubTimestamp":1761962769,"startTime":"0","endTime":"0","summary":"第三季度业绩方面，Cloudflare上季度销售额总计约5.62亿美元，实现同比大幅增长31%，也超出华尔街分析师平均预期。在周五美股交易时间段，Cloudflare一度大幅上涨超14%至254.30美元这一创纪录的历史新高，创下自5月以来最大规模的盘中涨幅，最终收涨13.84%至253.30美元的收盘新高点位。总部位于旧金山的Cloudflare股价在近期可谓一路高歌猛进。Cloudflare的强劲业绩数据与业绩展望，意味着AI应用软件板块“牛市叙事”迎来再一次深度强化。","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":"http://www.zhitongcaijing.com/content/detail/1364099.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"AI应用“牛市叙事”再强化! 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