美股詳情

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虛擬現實

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總覽新聞資訊

美國芯片巨頭AMD發佈強勁業績預期跡象顯示公司市場份額持續擴大

AMD首席執行官：MI400系列人工智能芯片的開發仍按計劃於明年推出。

AMD首席執行官：客戶對新的MI350系列人工智能芯片的興趣非常濃厚，這為今年下半年的廣泛部署奠定了基礎。

AMD首席執行官：4月已達成關鍵里程碑，將開始在臺積電位於亞利桑那州的新工廠製造部分芯片，預計首批產品將於2025年下半年發貨。

先進微器件公司公佈截至 3 月 31 日的季度業績 - 收益摘要

亞馬遜在提交給美國證券交易委員會的文件中稱，截至3月31日，其持有超威半導體822,234股普通股。

AMD一季度業績超預期，盤後股價漲超7%

AMD營收好於預期

機架級系統已成 AMD AI 戰略核心，Instinct MI400 早期反饋積極

谷歌(GOOGL.US)進軍好萊塢：推出 “100 Zeros”影視製作計劃瞄準電影與劇集製作

蘋果供應商捷普將在印度擴建AirPods組件工廠

消息稱京東方計劃今年供應1.7億塊柔性OLED顯示屏去年供應約1.4億塊

美國尋求強製出售谷歌的廣告技術產品

馬來西亞總理會見AMD蘇姿豐，討論半導體戰略

蘋果或調整iPhone發佈節奏：2026年起推行“春秋雙軌制”

蘋果公司發債45億美元回購股票

中关村在线

iPhone高端市場主導地位穩固

中关村在线

美國尋求強制剝離谷歌廣告技術產品

知名記者爆料：蘋果AI或隨iOS 18.6在中國市場上線，阿里巴巴、百度提供技術支持

高通5月5日成交額為10.01億美元

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3 月 31 日的季度業績 - 收益摘要","url":"https://stock-news.laohu8.com/highlight/detail?id=2533660233","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533660233?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 05:01","pubTimestamp":1746565317,"startTime":"0","endTime":"0","summary":"先进微器件公司公布截至 3 月 31 日的季度业绩 - 收益摘要高级微器件公司AMD.OQ公布的截至3月31日的季度调整后每股收益为96美分，高于去年同期的每股收益62美分。华尔街预期为每股收益 90 美分至 1.05 美元。据报告，AMD 公司本季度每股收益为 44 美分。公司季度净收入为 7.09 亿美元。本季度，AMD Inc 的股价下跌了 2.1%，今年迄今为止下跌了 16.7%。华尔街对 AMD Inc 的 12 个月目标价中位数为 130.00 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04:29","pubTimestamp":1746563342,"startTime":"0","endTime":"0","summary":"AMD公布2023年第一季度财报，调整后EPS为0.96美元，高于分析师预期的0.94美元；营收达74.4亿美元，超出预期的71.2亿美元。资本开支、研发开支等指标也略高于预期。尽管运营利润率24%稍低于预期的24.6%，但公司预计二季度营收在71亿至77亿美元之间，优于分析师预期的72.3亿美元。受此影响，AMD盘后股价先跌后涨，最终涨幅达7.14%。免责声明：本文内容由开放的智能模型自动生成，仅供参考。","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=nesSN2025050704291497510789&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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AMD AI 戰略核心，Instinct MI400 早期反饋積極","url":"https://stock-news.laohu8.com/highlight/detail?id=2533644459","media":"砍柴网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533644459?lang=zh_tw&edition=fundamental","pubTime":"2025-05-07 00:00","pubTimestamp":1746547200,"startTime":"0","endTime":"0","summary":"5 月 7 日消息，AMD 首席执行官苏姿丰在公司 2025 年一季度财报电话会议上着重强调了机架级解决方案的重要性，而计划于 2026 年推出的 Instinct MI400 AI GPU 加速器将成为该企业 AI 战略的重点。苏姿丰称Instinct MI400 的早期客户反馈积极，用户对这一产品有着很高热情；AMD 此前的内部设计组织正与收购而来的 ZT System 团队一道携手关键客户共同设计针对 MI400 优化的机架方案。","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=nesSN2025050712062394eec899&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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“100 Zeros”影視製作計劃 瞄準電影與劇集製作","url":"https://stock-news.laohu8.com/highlight/detail?id=2533633997","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533633997?lang=zh_tw&edition=fundamental","pubTime":"2025-05-06 20:28","pubTimestamp":1746534513,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美国科技巨无霸谷歌 把业务发展与创收目光全面投向美国媒体与娱乐产业的集中地——好莱坞。据媒体援引知情人士透露的独家消息，这家科技巨头悄然启动了一项名为 “100Zeros” 的全新电影与电视剧集制作计划。据了解，谷歌所主导的“100Zeros”这一新项目的任务是发掘与确定谷歌可以资助或参与制作的大型影视项目，目标是潜在支持剧情片和非脚本类电影及电视剧集节目。","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/1289819.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2242650005.HKD","SGXZ99366536.SGD","IE00B775SV38.USD","LU2242649171.HKD","LU2271345857.HKD","GOOGL","LU0096364046.USD","LU1366333091.USD","BK4077","LU0061474960.USD","LU2168563687.JPY","LU2764263203.CNY","LU1066051811.HKD","BK4534","LU2357305700.SGD","LU0354030511.USD","LU1642822529.SGD","LU2236285917.USD","LU0320765059.SGD","LU1201861249.SGD","LU0426417589.USD","LU0127658192.USD","LU0345769128.USD","LU2087625088.SGD","BK4543","LU2108987350.USD","IE00B5TLWC47.USD","LU2023251221.USD","LU0312595415.SGD","LU2403377893.USD","LU2461242641.AUD","USJW.SI","01981","LU2420271590.USD","LU1489326972.SGD","IE00BFXG0V08.USD","LU0648001328.SGD","GB00B4LPDJ14.GBP","LU2168564495.EUR","BK4573","GOOG","LU2404859667.USD","SG9999014914.USD","LU1121112475.USD","LU0965509101.SGD","LU1670628061.USD","IE00BFSS8Q28.SGD","LU2361044949.HKD","LU1720051017.SGD","LU0477156797.USD"],"gpt_icon":1},{"id":"2533386576","title":"蘋果供應商捷普將在印度擴建AirPods組件工廠","url":"https://stock-news.laohu8.com/highlight/detail?id=2533386576","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533386576?lang=zh_tw&edition=fundamental","pubTime":"2025-05-06 19:05","pubTimestamp":1746529503,"startTime":"0","endTime":"0","summary":"据DigiTimes报道，苹果供应链厂商捷普计划在印度泰米尔纳德邦建立第二家制造工厂，专注于扩大AirPods耳机外壳组件的生产能力。目前，捷普在印度浦那的工厂负责生产这些组件，并将成品运往中国和越南进行组装。新工厂的建设旨在提升零部件生产效率，同时降低关税成本。近期，捷普高管与泰米尔纳德邦首席部长会面，确认了工厂选址。按照计划，捷普预计在今年6月底或7月初提交最终建设计划并启动建设。与此同时，多家苹果供应商正加速在印度布局，例如塔塔电子和富士康的新工厂已开始生产iPhone机型，进一步推动苹果产品在全球市场的供应链优化。","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=nesSN2025050619091697509a4e&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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OLED显示屏的产量，这导致整体的产量有减少。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180326/hh59-fysqfnf9443570.png/w120h90l50t19b1.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180326/hh59-fysqfnf9443570.png/w120h90l50t19b1.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-05-07/detail-inevrkux0604162.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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Inc．旗下谷歌非法垄断了相关市场后，谷歌应被强制出售两项帮助网站买卖和提供在线广告的业务。该机构在周一夜间提交的法庭文件中表示，该公司应被责令立即出售其广告交易平台AdX，然后“逐步”剥离帮助网站销售展示广告的服务。谷歌尚未立即对此置评。在周一夜间自己提交的文件里，谷歌提议让其广告交易平台与竞争对手的技术无缝协作，以及安装监控以确保未来三年遵守规定。该公司表示，它的提议将减轻一切所谓的损害，而且像政府提议的剥离方案不是此类案件中的可行补救措施。\n\n\r\n            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14:16","pubTimestamp":1746512219,"startTime":"0","endTime":"0","summary":null,"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://www.ushknews.com/","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":"live_meigang","symbols":["LU0109392836.USD","LU0823421333.USD","LU2264538146.SGD","BK4585","LU0127658192.USD","LU0390134368.USD","LU0823434583.USD","LU2250418816.HKD","LU0979878070.USD","LU1989764664.SGD","BK4141","AMD","BK4614","LU0198837287.USD","LU0889565833.HKD","LU2458330243.SGD","BK4573","LU1852331112.SGD","LU1242518857.USD","LU2054465674.USD","159582","LU1988902786.USD","LU0082616367.USD","BK4529","BK4575","IE00BMPRXN33.USD","BK4588","LU1064131342.USD","LU2098885051.SGD","BK4554","GFS","LU1880398471.USD","BK4512","BK4543","IE0009356076.USD","LU1951198990.SGD","LU1242518931.SGD","BK4566","LU0823421416.USD","LU1303367103.USD","LU1923623000.USD","IE0004445239.USD","LU1951200564.SGD","LU2360106780.USD","LU1316542783.SGD","LU2458330169.SGD","LU0642271901.SGD","LU0056508442.USD","IE00BMPRXR70.SGD","BK4605"],"gpt_icon":0},{"id":"2533546457","title":"蘋果或調整iPhone發佈節奏：2026年起推行“春秋雙軌制”","url":"https://stock-news.laohu8.com/highlight/detail?id=2533546457","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533546457?lang=zh_tw&edition=fundamental","pubTime":"2025-05-06 12:58","pubTimestamp":1746507490,"startTime":"0","endTime":"0","summary":"值得关注的是，苹果首款折叠屏iPhone的发布窗口期亦被纳入秋季档期的考量范围。消息指出，原计划于2026年秋季发布的iPhone 18可能推迟至2027年春季，形成“秋季Pro系列+春季基础款”的错季发布格局。然而，这一策略亦面临挑战，若折叠屏iPhone未能如期落地，2026年秋季可能面临“单旗舰”独木难支的风险，而基础款机型延后发布或导致中端市场被安卓阵营蚕食。","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=nesSN2025050613001597503dd1&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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12:41","pubTimestamp":1746506477,"startTime":"0","endTime":"0","summary":"苹果公司于本周一再次进入债券市场，成功发行总额为45亿美元的公司债券，这是该公司自2021年以来首次进行此类融资。所筹资金将主要用于回购公司股票以及偿还现有债务。此次发行包括15亿美元的三年期债券，以及各10亿美元的五年期、七年期和十年期债券。苹果公司预计，从5月到11月之间，将有总计80亿美元的债务陆续到期。据悉，苹果本次发债获得强劲认购，订单总额达到100亿美元，远超原定45亿美元的发行目标。","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=nesSN2025050613122397504025&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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11:24","pubTimestamp":1746501895,"startTime":"0","endTime":"0","summary":"尽管iPhone在中国市场的影响力已不如以往，但其在6000元以上高端手机市场仍然占据主导地位。根据最新数据显示，在2025年第一季度全球智能手机市场中，苹果一家就占据了近50%的行业收入。此外，OPPO、vivo和小米分别获得5%、6%和4%的市场份额。在平均售价方面，iPhone依然处于行业最高水平，单机均价达到6000元。相比之下，三星的平均售价为约2370元，OPPO约为2000元，vivo约为1505元，而小米则仅为1130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=nesSN2025050612520397503c67&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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11:15","pubTimestamp":1746501300,"startTime":"0","endTime":"0","summary":"当地时间5月5日，美国司法部文件显示，Alphabet公司旗下的谷歌公司应被强制出售其两项业务，这两项业务帮助网站购买、销售和提供在线广告服务，美国法官发现谷歌非法垄断了这些市场。美国司法部在文件中称，应责令谷歌立即出售其广告交易平台AdX，然后“分阶段”剥离帮助网站销售显示广告的服务，即谷歌广告管理平台DFP。美国司法部文件表示，有必要采取补救措施，以终止谷歌的垄断地位。\n\n\n海量资讯、精准解读，尽在新浪财经APP","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/roll/2025-05-06/doc-inevqyfh2345683.shtml","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":"sina","symbols":["LU1803068979.SGD","LU0080751232.USD","LU1935042991.SGD","IE00BZ199S13.USD","GOOGL","LU0127658192.USD","LU2087621335.USD","LU0128525929.USD","IE00BSNM7G36.USD","LU1815333072.USD","LU1280957306.USD","LU0079474960.USD","LU2552382058.USD","LU1235294995.USD","LU0348723411.USD","LU0198837287.USD","LU1267930227.SGD","LU0724617625.USD","LU1043141123.HKD","LU2471134796.USD","LU0267386448.USD","LU2168564065.EUR","IE00BJTD4N35.SGD","LU0353189763.USD","LU0096364046.USD","LU2505996509.AUD","LU1066051811.HKD","BK4538","LU2357305700.SGD","BK4598","LU1823568750.SGD","LU2089284900.SGD","LU0238689110.USD","LU2237443465.HKD","LU0882574139.USD","LU0225283273.USD","LU1868836914.USD","LU0048584097.USD","GOOG","IE00BKPKM429.USD","LU0345769128.USD","LU0158827948.USD","BK4573","LU0251131958.USD","LU2456880835.USD","LU1551013342.USD","LU2592432038.USD","LU1303367103.USD","USJW.SI","BK4543"],"gpt_icon":0},{"id":"2533592524","title":"知名記者爆料：蘋果AI或隨iOS 18.6在中國市場上線，阿里巴巴、百度提供技術支持","url":"https://stock-news.laohu8.com/highlight/detail?id=2533592524","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533592524?lang=zh_tw&edition=fundamental","pubTime":"2025-05-06 10:35","pubTimestamp":1746498928,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，苹果Apple Intelligence早在去年已在部分海外市场正式上线，却迟迟未能在中国市场上线。不过，知名苹果爆料人Mark Gurman透露，苹果AI有望在iOS 18.6系统中首次在中国大陆启用部分功能，背后将由阿里巴巴和百度提供技术支持。最初有传言称苹果AI将随iOS 18.4在中国市场上线，随后推迟至18.5，目前又传出或将在18.6中登场。根据开发进度，iOS 18.6测试版计划本月下旬启动。","market":"us","thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1289375.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"知名记者爆料：苹果AI或随iOS 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10:26","pubTimestamp":1746498401,"startTime":"0","endTime":"0","summary":"美东时间2025年5月5日，高通成交额为10.01亿美元，成交额较昨日减少45.65%，当日成交量为716.53万股。高通于2025年5月5日跌0.26%，报139.44美元，该股过去5个交易日跌5.54%，年初至今跌8.74%，过去60日跌17.2%。|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）|#|2025-05-05|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|#|2025-04-29|9.83亿|16.44%|669.20万|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=nesSN20250506102644a6d46ad2&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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