美股詳情

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虛擬現實

1,531.07

+18.101.20%

漲家數：3

跌家數：2

平家數：- -

市盈率：- -

高：1,533.08

開：1,510.92

低：1,510.92

收：1,512.86

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總覽新聞資訊

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

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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

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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

AI編碼助手競爭加劇：OpenAI要收購Windsurf、谷歌搶先放出Gemini 2.5 Pro Preview

一加全球首發！天璣9400e官宣：高通勁敵

高通5月6日成交額為9.71億美元

AMD表示擔憂

半导体行业观察

AI需求強勁！AMD業績超預期，預計美國芯片出口管制將帶來15億美元損失

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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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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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2.5 Pro Preview","url":"https://stock-news.laohu8.com/highlight/detail?id=2533643938","media":"TechWeb.com.cn","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533643938?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 10:48","pubTimestamp":1746586098,"startTime":"0","endTime":"0","summary":"5月7日消息，AI巨头们在AI编码助手赛道上的竞争更加激烈了。昨日，外媒报道OpenAI将豪掷30亿美元，收购爆火的编码神器Windsurf。随即，美国时间周二晚些时候，Google（谷歌）宣布推出Gemini 2.5 Pro Preview，这是其旗舰产品 Gemini 2.5 Pro 大模型的更新版本，显著提升了编码和构建交互式 Web 应用的能力。业内认为，Gemini 2.5 Pro Preview或许本来是在Google  I/O 开发者大会上发布，但是因为OpenAI的收购传闻而提前放出。随着OpenAI收购Windsurf完成，OpenAl也有望强势跻身AI编程市场前列。","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=nesSN20250507104819a474c178&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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10:43","pubTimestamp":1746585833,"startTime":"0","endTime":"0","summary":"快科技5月7日消息，联发科官微宣布，天玑9400系列旗舰新成员将在下周正式发布。根据此前曝光的消息，天玑新成员命名为天玑9400e，由一加Ace 5竞速版全球首发搭载，该机也将在本月正式亮相。据悉，天玑9400e由4颗超大核和4颗大核组成，其中超大核是Cortex-X4，大核是Cortex-A720，经测试，天玑9400e跑Aztec 1440p，其成绩在95fps左右，综合实力将会超过高通骁龙8s Gen4。","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://tech.ifeng.com/c/8j9qmt8blm1","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":["BK4579","BK4554","SG9999015945.SGD","BK4515","LU0868494708.USD","IE00BVYPNQ40.USD","BK4561","BK4573","BK4141","LU1069344957.HKD","LU2023250504.SGD","BK4534","LU1119994496.HKD","LU2106854487.HKD","LU1261432733.SGD","LU1974910355.USD","SG9999001424.SGD","BK4532","GB00BDT5M118.USD","LU0942090050.USD","LU1823568750.SGD","BK4612","LU1035775433.USD","LU1046421795.USD","BK4512","IE00BGHQDM52.EUR","LU1084165304.USD","IE00BVYPNP33.GBP","SG9999015986.USD","LU0868494617.USD","BK4605","BK4575","LU2247934214.USD","SG9999015978.USD","BK4588","LU0061475181.USD","LU0079474960.USD","BK4527","BK4604","LU0081259029.USD","LU1917777945.USD","BK4581","IE00BSNM7G36.USD","BK4585","BK4598","SG9999015952.SGD"],"gpt_icon":1},{"id":"2533950643","title":"高通5月6日成交額為9.71億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533950643","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533950643?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 10:29","pubTimestamp":1746584959,"startTime":"0","endTime":"0","summary":"美东时间2025年5月6日，高通成交额为9.71亿美元，成交额较昨日减少3.04%，当日成交量为695.79万股。高通于2025年5月6日涨0.33%，报139.9美元，该股过去5个交易日跌4.75%，年初至今跌8.44%，过去60日跌16.25%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-05-06|9.71亿|-3.04%|695.79万|#|2025-05-05|10.01亿|-45.65%|716.53万|#|2025-05-02|18.42亿|-40.79%|1318.56万|#|2025-05-01|31.12亿|94.63%|2283.66万|#|2025-04-30|15.99亿|62.56%|1085.19万|高通公司开发和授权无线技术，并为智能手机设计芯片。高通公司 的 IP 已获得几乎所有无线设备制造商的许可。","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=nesSN20250507102926a6d5be47&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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