美股詳情

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虛擬現實

1,512.86

+14.170.95%

漲家數：3

跌家數：2

平家數：- -

市盈率：- -

高：1,515.41

開：1,499.73

低：1,484.93

收：1,498.69

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總覽新聞資訊

超威半導體：2H25後數據中心或加速增長估值有吸引力

蘋果要用AI搜索郭明錤：谷歌小心了，不要重蹈雅虎的覆轍

市場消息：蘋果(AAPL.O)公司考慮了Anthropic、DeepSeek、Grok和Perplexity這幾家人工智

谷歌母公司Alphabet股價跳水，跌幅迅速擴大至超過3%。蘋果股價日內整體轉跌，該公司副總裁宣佈蘋果瀏覽器搜索業務下滑

华尔街见闻

蘋果公司正在探索在瀏覽器中加入人工智能搜索功能

东方财富网

為何儘管業績出色華爾街一些分析師仍對AMD的人工智能業務收入感到擔憂

环球市场播报

美國超微公司盤初漲超4% 第一季營業利潤同比增長57%

AMD(AMD.US)逆風突圍業績超預期華爾街多空激辯AI增長前景

智通财经网

金十數據整理：每日美股市場要聞速遞（5月7日週三）

對華芯片出口管制，AMD將損失108億

半导体产业纵横

損失大了！AMD確認因美國出口限制今年將少賺15億美元

Ofweek光电信息网

AMD（紀要）：AI GPU 全年將實現兩位數增長

美股盤前，超微電腦(SMCI.O)跌5%，公司下調2025財年營收預測。AMD(AMD.O)漲約2%，公司一季度營收超預

AMD警告美國芯片出口限制影響，今年股價已下跌近20%

扎克伯格公開懟蘋果嗆英偉達

微博财经-财道工作室

美國研究綜述-Datadog、Masimo、沃特斯

【谷歌發佈Gemini 2.5 Pro “I/O”模型】當地時間5月6日，谷歌DeepMind人工智能研究團隊發佈了Gemini 2.5 Pro “I/O” ，這是今年3月發佈的多模態大語言模型Gemini 2.5 Pro的升級版本。在AI排行榜LMArena上，該模型在多個指標上登頂。目前該模型已向Google AI Studio的獨立開發者、Vertex AI雲平臺的企業用戶以及Gemini應用的普通用戶開放。

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

蘋果史上首次！曝iPhone 18 Pro支持可變光圈：華為早已商用

iPhone產品線重大改革，背後藏着啥祕密佈局？

中关村在线

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22:56","pubTimestamp":1746629814,"startTime":"0","endTime":"0","summary":"更多消息，持续更新中","market":"us","thumbnail":"https://wpimg-wscn.awtmt.com/378bca60-3425-473c-a984-2bb21835a699.jpeg","type":0,"news_type":0,"thumbnails":["https://wpimg-wscn.awtmt.com/378bca60-3425-473c-a984-2bb21835a699.jpeg"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3746631","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"db0b1b1208a8b13d4e0f7c1d86a668ca","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3746631","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":"wallstreetcn_hot_news","symbols":["IE00B19Z8X17.USD","BK4514","BK4581","LU1301847155.USD","LU1032955483.USD","LU0079474960.USD","LU1116320901.HKD","LU2250418816.HKD","LU1221951046.USD","LU1059921491.USD","LU1196500208.SGD","USJW.SI","LU0964807845.USD","IE00B19Z8W00.USD","IE00BJJMRY28.SGD","GOOGL","LU0198837287.USD","BK4515","LU1116320737.USD","IE0004445015.USD","BK4579","LU0965508806.USD","LU2063271972.USD","LU2054465674.USD","LU0256863811.USD","LU0323591593.USD","BK4512","LU1066053197.SGD","LU2403377893.USD","LU1242518931.SGD","BK4574","SGXZ81514606.USD","GOOG","LU0052756011.USD","BK4575","LU0310800965.SGD","BK4576","LU0289961442.SGD","IE00B775H168.HKD","BK4573","LU1066051498.USD","BK4571","AAPL","LU0511384066.AUD","LU1221951129.SGD","LU0985320562.USD","LU2242650005.HKD","LU0444973449.USD","LU0345769128.USD","MACW.SI"],"gpt_icon":0},{"id":"2533956089","title":"蘋果公司正在探索在瀏覽器中加入人工智能搜索功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2533956089","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533956089?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 22:53","pubTimestamp":1746629580,"startTime":"0","endTime":"0","summary":"苹果公司高级副总裁Cue表示，苹果正在探索在浏览器中加入人工智能搜索功能，浏览器中的搜索量在4月份首次出现下滑。苹果公司在人工智能（AI）方面关注/对标Anthropic、DeepSeek、马斯克的Grok、以及Perplexity。　　消息公布后，谷歌盘中下跌6.5%，为三个月来最大跌幅。（文章来源：财联社）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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/roll/2025-05-07/doc-inevukxs0851298.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":["SG9999014575.USD","BK4501","LU0943347566.SGD","BK4598","LU0238689110.USD","BK4573","LU0048584097.USD","LU0256863811.USD","LU0353189680.USD","SG9999015945.SGD","LU1116320737.USD","LU2417539215.USD","161631","LU0127658192.USD","LU2092627202.USD","IE000W1ABFV2.USD","BK4581","LU0265550359.USD","LU0109392836.USD","AAPL","LU0056508442.USD","LU0868494708.USD","LU2125154778.USD","LU2756315664.SGD","BK4576","IE00B1BXHZ80.USD","LU0316494557.USD","LU2592432038.USD","MACW.SI","LU2168564222.USD","LU1496350171.SGD","LU1823568750.SGD","BK4553","LU0882574139.USD","LU1145028129.USD","LU1989771016.USD","LU2213496289.HKD","IE0004445239.USD","LU0545039389.USD","LU0345768740.USD","LU2083900584.USD","LU2750360997.AUD","IE000YTNTUN2.SGD","HK0000320264.USD","SG9999014906.USD","LU2097344431.USD","LU2106854487.HKD","LU2054465674.USD","LU0528227936.USD"],"gpt_icon":0},{"id":"2533395609","title":"為何儘管業績出色 華爾街一些分析師仍對AMD的人工智能業務收入感到擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=2533395609","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533395609?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 21:55","pubTimestamp":1746626100,"startTime":"0","endTime":"0","summary":"超微半导体公司公布的第一季度业绩超出了华尔街的预期，但一些分析师表示，出口限制可能会损害其未来的人工智能业务收入。　　杰富瑞将其目标股价从 120 美元下调至 100 美元，同时维持对该股的 “持有” 评级。总体而言，AMD 预计第二季度收入在 71 亿美元至 77 亿美元之间。　　韦德布什指出，AMD 的计算和游戏业务取得了成功，本季度 “表现远超预期” 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第一季營業利潤同比增長57%","url":"https://stock-news.laohu8.com/highlight/detail?id=2533937791","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533937791?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 21:37","pubTimestamp":1746625061,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美国超微公司(AMD)盘初涨超4%，截至发稿，报102.71美元。消息面上，AMD公布2025年第一季度业绩。期内，营业利润为17.79亿美元，同比增长57%；净利润为15.66亿美元，同比增长55%。非GAAP口径下，稀释后每股收益（EPS）为0.96美元，同比增长55%，分析师预期0.94美元。期内，营收74.38亿美元，同比增长36%，分析师预期71.2亿美元。其中，数据中心营收37亿美元，同比增长57%，分析师预期36亿美元，四季度同比增长69%。客户端营收23亿美元，同比增长68%，分析师预期20亿美元，四季度同比增长58%。","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=nesSN2025050721410697520641&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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華爾街多空激辯AI增長前景","url":"https://stock-news.laohu8.com/highlight/detail?id=2533933322","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533933322?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 21:10","pubTimestamp":1746623443,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，尽管涉及中国的新出口管制措施可能持续构成挑战，AMD的季度业绩及展望仍获得多家华尔街机构认可。此前AMD管理层表示业绩指引已包含出口管制造成的约7亿美元收入损失，预计2025财年总损失将达15亿美元。虽然凭借英特尔的市场混乱，AMD在其他领域优势稳固，但AI业务前景仍存变数。整体预期上修可能被视作低基数下的暂时利好，但AI增长预期却在调降。","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":"http://www.zhitongcaijing.com/content/detail/1290468.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":"highlight_zhitongcaijin","symbols":["LU1803068979.SGD","IE00BMPRXN33.USD","LU2458330169.SGD","BK4575","LU1242518931.SGD","LU1242518857.USD","LU0081259029.USD","LU2360106780.USD","AMD","LU0127658192.USD","LU1880398554.USD","LU0979878070.USD","BK4605","BK4532","LU0823421333.USD","LU0889565833.HKD","LU0198837287.USD","IE00BMPRXR70.SGD","IE0004445239.USD","BK4512","BK4612","LU1988902786.USD","LU0642271901.SGD","BK4588","BK4141","LU2098885051.SGD","LU0056508442.USD","LU1951198990.SGD","BK4614","IE0009356076.USD","BK4534","LU0823434583.USD","LU1303367103.USD","BK4529","BK4585","LU1989764664.SGD","LU2054465674.USD","BK4554","LU2458330243.SGD","LU1064131342.USD","LU1951200564.SGD","LU2264538146.SGD","BK4573","LU1316542783.SGD","LU2250418816.HKD","BK4566","LU0823434740.USD","LU1852331112.SGD","GFS","BK4543"],"gpt_icon":1},{"id":"2533987227","title":"金十數據整理：每日美股市場要聞速遞（5月7日 週三）","url":"https://stock-news.laohu8.com/highlight/detail?id=2533987227","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533987227?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 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17:50","pubTimestamp":1746611435,"startTime":"0","endTime":"0","summary":"5月7日，AMD发布了2025年第一季度财报。值得注意的是，AMD将在5月21日的Computex 2025大会上正式发布其新款显卡Radeon RX 9060 XT。AMD表示，由于美国对芯片实施的新限制措施，该公司预计今年将损失15亿美元的收入。今年4月，AMD曾表示将因美国对中国的芯片出口新关税记录8亿美元的费用。中国约占AMD总收入的四分之一，出口管控的影响将使华尔街预测的310.3亿美元收入减少近5%。","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=nesSN20250507175746a4752e81&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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16:07","pubTimestamp":1746605227,"startTime":"0","endTime":"0","summary":"当地时间5月6日，AMD公司表示，美国新一轮芯片出口限制预计在本季度对公司造成7亿美元损失，并导致该公司年收入减少15亿美元。5月7日美股盘前，AMD股价下跌近2%。今年以来，AMD股价累计下跌已接近20%。截至目前，已有多家美国半导体厂商公布财报，AI、关税等问题成为投资者关注的焦点。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202505073398081376.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/202505073398081376.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1989764664.SGD","GFS","BK4573","BK4532","LU1242518857.USD","LU1880398554.USD","IE00BMPRXN33.USD","BK4575","LU0642271901.SGD","LU1064131342.USD","LU1951200564.SGD","BK4512","BK4554","LU0889565833.HKD","LU1303367103.USD","LU2264538146.SGD","LU1951198990.SGD","LU0979878070.USD","BK4614","BK4566","LU1923623000.USD","LU0823434740.USD","BK4529","LU1316542783.SGD","LU1988902786.USD","LU0082616367.USD","LU1803068979.SGD","IE00BMPRXR70.SGD","LU0823421333.USD","IE0004445239.USD","LU2458330169.SGD","LU2250418816.HKD","BK4585","IE0009356076.USD","LU0056508442.USD","LU1852331112.SGD","LU0390134368.USD","LU2360106780.USD","BK4534","BK4588","LU0081259029.USD","LU0198837287.USD","LU0823434583.USD","LU2098885051.SGD","LU1242518931.SGD","AMD","LU0719512351.SGD","LU0127658192.USD","BK4605","LU2054465674.USD"],"gpt_icon":1},{"id":"2533676609","title":"扎克伯格公開懟蘋果嗆英偉達","url":"https://stock-news.laohu8.com/highlight/detail?id=2533676609","media":"微博财经-财道工作室","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533676609?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 16:01","pubTimestamp":1746604860,"startTime":"0","endTime":"0","summary":"来源：@究竟视频微博    #扎克伯格批评苹果耽误Meta赚钱#在当地时间5月6日举行的Stripe 2025年度大会上，引发最大关注的是Meta CEO 马克·扎克伯格在公开场合毫不掩饰对苹果的敌意，同时大方表明自己的管理哲学与英伟达创始人黄仁勋大相径庭。正是在与Stripe首席执行官兼联合创始人约翰·科里森对话中，扎克伯格公开对苹果公司及其App Store政策发表了评论。尽管扎克伯格试图表现出一种克制的态度，但他的话语中仍然流露出对苹果公司近期困境的幸灾乐祸。","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/wbstock/2025-05-07/doc-inevtptv3569791.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":["NVD","BK4533","NVDS","NVDD","AAPL","NVDS.UK","LU1582987324.SGD","LU2452424414.USD","NVIW.SI","SG9999015978.USD","NVD3.UK","BK4573","BK4503","SNVD.UK","NVDX","NVD2.UK","LU1316542783.SGD","LU1803068979.SGD","LU1988902786.USD","LU1923622614.USD","LU0965509283.SGD","LU0266013472.USD","LU0494093205.USD","LU0238689110.USD","BK4548","NVDY","LU2756315664.SGD","BK4505","BK4553","LU2106854487.HKD","3NVD.UK","MACW.SI","LU0964807845.USD","LU2242650005.HKD","LU0476273544.USD","LU2433249047.HKD","2NVD.UK","LU1642822529.SGD","LU1951198990.SGD","LU0965508806.USD","LU2125909247.SGD","NVDU","LU0683600562.USD","SG9999015986.USD","LU2750360997.AUD","LU1791710582.SGD","LU0175139822.USD","LU0820562030.AUD"],"gpt_icon":1},{"id":"2533751624","title":"美國研究綜述-Datadog、Masimo、沃特斯","url":"https://stock-news.laohu8.com/highlight/detail?id=2533751624","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533751624?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 15:11","pubTimestamp":1746601861,"startTime":"0","endTime":"0","summary":"美国研究综述-Datadog、Masimo、沃特斯路透5月7日 - 华尔街证券分析师周三调整了对 Datadog、Masimo 和沃特斯等几家美国上市公司的评级和目标价。要闻 * Datadog Inc DDOG.O：Needham将目标价从160美元下调至130美元 * Iqvia Holdings Inc IQV.N：贝尔德将目标价从195美元下调至161美元 * Masimo Corp MASI.O：杰富瑞将目标价从175美元下调至158美元 * 沃特斯公司WAT.N：Leerink Partners将目标价从400美元上调至450美元 * Zoetis Inc ZTS.N：Leerink Partners 将目标价从 190.00 美元下调至 180.00 美元以下是路透周三报道的美国公司研究报告摘要。","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:20250507:nL4S3RF0OF: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":["BK4614","LU0205193047.USD","BK4124","BK4018","LU1852331112.SGD","LU2211814178.USD","LU1861217088.USD","LU1242518931.SGD","VYGR","IQV","LU0158827948.USD","LU1242518857.USD","LU1668664300.SGD","DOCN","LU2360107671.USD","JAMF","BK4528","GB00B4LPDJ14.GBP","GPN","XMTR","BK4612","IE00B3S45H60.SGD","AL","LU0390134368.USD","ARMK","LCII","BL","VRNS","BALL","BK4535","LU0642271901.SGD","BK4605","DDOG","EXPD","LU0079474960.USD","LU0240878834.USD","LU1989764664.SGD","ENR","LU0882574055.USD","KVYO","WAT","GFS","ZTS","LU2404859667.USD","BK4573","LU1861215975.USD","MASI"],"gpt_icon":1},{"id":"2533626583","title":"【谷歌發佈Gemini 2.5 Pro “I/O”模型】當地時間5月6日，谷歌DeepMind人工智能研究團隊發佈了Gemini 2.5 Pro “I/O” ，這是今年3月發佈的多模態大語言模型Gemini 2.5 Pro的升級版本。在AI排行榜LMArena上，該模型在多個指標上登頂。目前該模型已向Google AI Studio的獨立開發者、Vertex AI雲平臺的企業用戶以及Gemini應用的普通用戶開放。","url":"https://stock-news.laohu8.com/highlight/detail?id=2533626583","media":"金融界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533626583?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 14:09","pubTimestamp":1746598174,"startTime":"0","endTime":"0","summary":"当地时间5月6日，谷歌DeepMind人工智能研究团队发布了Gemini 2.5 Pro “I/O” ，这是今年3月发布的多模态大语言模型Gemini 2.5 Pro的升级版本。在AI排行榜LMArena上，该模型在多个指标上登顶。目前该模型已向Google AI Studio的独立开发者、Vertex AI云平台的企业用户以及Gemini应用的普通用户开放。","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://24h.jrj.com.cn/2025/05/07140950187680.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":"jinrongjie_stock","symbols":["GOOG","LU0345768740.USD","LU0965509283.SGD","IE00BQXX3F31.USD","LU0128525929.USD","LU1127390331.HKD","LU1815336091.USD","LU0251132253.USD","LU0528227936.USD","LU0417517546.SGD","IE00BMPRXR70.SGD","LU0878866978.SGD","LU1316542783.SGD","LU0994945656.USD","LU2286300806.USD","LU0648001328.SGD","VRTX","LU0082616367.USD","USJW.SI","LU2097344357.USD","LU0648000940.SGD","LU1043141123.HKD","BK4566","LU1935043536.SGD","LU0238689110.USD","BK4533","IE00BJTD4V19.USD","LU2471134523.USD","LU2125154935.USD","VERX","BK4573","LU2361045086.USD","LU2097344431.USD","LU1571399168.USD","IE00B4R5TH58.HKD","LU2065171311.SGD","LU1267930490.SGD","BK4588","LU1559883803.SGD","LU1804176565.USD","LU2247934214.USD","161631","LU2471134879.HKD","BK4023","IE0004445015.USD","IE00BZ199S13.USD","GOOGL","IE0009355771.USD","LU0345768153.USD"],"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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18 Pro支持可變光圈：華為早已商用","url":"https://stock-news.laohu8.com/highlight/detail?id=2533667623","media":"快科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533667623?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 13:35","pubTimestamp":1746596142,"startTime":"0","endTime":"0","summary":"快科技5月7日消息，分析师郭明透露，iPhone 18 Pro系列首次支持可变光圈，这将是苹果影像史上的一次重大突破。当前iPhone 14/15/16 Pro系列主摄都是配备f/1.78固定光圈，可变光圈技术将允许用户手动调节进光量。此前华为在Mate系列、nova系列机型商商早已商用可变光圈技术，以华为nova 13 Pro为例，该机支持f/1.4-f/4.0十档物理可变，能适应各种拍摄场景。另外，iPhone 18 Pro系列在测试屏下3D人脸识别，采用单挖孔屏形态，挖孔位置在屏幕左上角。","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://tech.ifeng.com/c/8j9yqIQkk8F","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":"fenghuang_stock","symbols":["LU0788109477.HKD","BK4550","LU0661504455.SGD","LU0127658192.USD","LU1791710400.SGD","LU2213496289.HKD","IE00B1XK9C88.USD","LU1291159041.SGD","LU2286300806.USD","BK4573","LU0979878070.USD","LU2552382058.USD","SG9999014559.SGD","LU1206713676.USD","LU0823434583.USD","AAPL","LU2237443549.SGD","LU2236285917.USD","LU0949170426.SGD","LU0820561818.USD","HK0000306701.USD","LU2168564222.USD","LU1066051811.HKD","LU1935042488.USD","BK4554","LU0823421416.USD","LU1267930730.SGD","BK4505","LU2237438978.USD","SG9999000418.SGD","SG9999014542.SGD","LU0738911758.USD","LU1232071149.USD","LU2543165471.USD","LU1551013342.USD","LU1551013425.SGD","IE00B19Z8X17.USD","LU0820562030.AUD","LU1235294995.USD","LU1868836591.USD","LU1974910355.USD","LU0265550946.USD","LU0353189680.USD","LU1815336760.USD","LU0354030511.USD","MACW.SI","LU2592432038.USD","IE00B3S45H60.SGD","LU0957791311.USD","LU0719512351.SGD"],"gpt_icon":0},{"id":"2533642108","title":"iPhone產品線重大改革，背後藏着啥祕密佈局？","url":"https://stock-news.laohu8.com/highlight/detail?id=2533642108","media":"中关村在线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533642108?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 11:35","pubTimestamp":1746588909,"startTime":"0","endTime":"0","summary":"与此同时，苹果正酝酿着对iPhone产品线进行重大改革，试图打破长期停滞的销量困局，重回高光时刻。将主要产能分配给iPhone 17 Pro Max和Pro，说明苹果对这两款高端产品的市场表现充满信心。只有这样，苹果才能在激烈的市场竞争中保持领先地位，实现iPhone销量的重回高光时刻，为消费者带来更加优秀的产品和服务。","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=nesSN20250507113808a474cd33&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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