美股詳情

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芯片概念

1,907.08

-13.6301-0.71%

漲家數：4

跌家數：7

平家數：- -

市盈率：- -

高：1,948.25

開：1,921.77

低：1,898.74

收：1,920.71

成交量：2.71億

成交額：538.02億

市值：7.51萬億

流通市值：7.44萬億

資料載入中...

一週概念股：被動元器件開啓漲價，存儲市場面臨長週期缺貨

英特爾鋭炫 B580 顯卡用汽車防凍液超頻至零下17℃ 刷新全球紀錄

Cathie Wood 旗下 ARKK 披露前 15 大持倉，包括 Coinbase、Circle 等多家加密相關公司

跟蹤 |【摩根士利丹】「新經濟」板塊熱點前瞻： '全球AI供應鏈與內存超級週期 '

思维纪要社

海峽西岸概念再度上演漲停潮：下週機會如何把握？

高通機架級 AI 推理系統獲沙特訂單，HUMAIN 將部署 200MW

蘋果供應鏈深度追蹤報告

Economic国际投...

AI應用帶動需求慧榮：存儲器恐缺貨一整年

IBM將收購Cognitus以加速SAP轉型

AMD與美國聯邦機構合作進一步拓展市場

超微電腦、英特爾與美光在Stac-M3™量化交易基準測試中協作取得創紀錄成果

IBM推出新平台助力金融機構和受監管企業進入數字資產經濟

越南電商市場：前三季度Shopee穩居第一 TikTok Shop份額躍升至41%

Intel前CEO基辛格創業神聖硬件：DS、GPT等AI信仰嚴重不足

AMD確認Zen 5架構存在RDSEED指令缺陷

伯克希爾哈撒韋Q3前五大持倉仍為美國運通、蘋果、美銀、可口可樂及雪佛龍

Skyworks與Qorvo合併射頻芯片行業迎來鉅變？

中国经营报

英特爾打響 AI 反擊戰：擬斥資 50 億美元洽購 SambaNova

存儲芯片，開啓「黃金時代」

半导体产业纵横

存儲芯片，漲瘋了

半导体行业观察

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\n\n\n海量资讯、精准解读，尽在新浪财经APP","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/stock/bxjj/2025-11-01/doc-infvxarp4494063.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":["LU0256863811.USD","SG9999004303.SGD","BK4575","LU0823434740.USD","LU0077335932.USD","LU2106854487.HKD","HK0000320264.USD","LU0070217475.USD","LU1032466523.USD","LU1119994496.HKD","LU0006306889.USD","MACW.SI","SG9999017495.SGD","LU0080751232.USD","LU0154236417.USD","LU2471134952.CNY","BK4501","LU1196500208.SGD","LU0985320562.USD","IE00BSNM7G36.USD","SG9999015986.USD","LU0345770993.USD","LU2089284900.SGD","IE0009356076.USD","AXP","LU1032955483.USD","LU0661504455.SGD","LU2347655156.SGD","LU2860962120.EUR","LU0654597011.USD","LU1732799900.SGD","LU1934455863.HKD","LU2602419157.SGD","IE00BZ1G4Q59.USD","BRK.A","LU1551013425.SGD","LU2361044949.HKD","LU0820561818.USD","IE00B5949003.HKD","LU0980610538.SGD","CVX","LU0630314457.HKD","LU0289739343.SGD","SG9999000418.SGD","LU1935042215.USD","LU2237957811.SGD","LU2750360641.GBP","LU1839511570.USD"],"gpt_icon":0},{"id":"2580142317","title":"Skyworks與Qorvo合併 射頻芯片行業迎來鉅變？","url":"https://stock-news.laohu8.com/highlight/detail?id=2580142317","media":"中国经营报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580142317?lang=zh_tw&edition=fundamental","pubTime":"2025-11-01 17:16","pubTimestamp":1761988609,"startTime":"0","endTime":"0","summary":"【Skyworks与Qorvo合并 射频芯片行业迎来巨变？】通过合并，全球又一行业巨头或许将产生。“我自己也不知道会合并。”Qorvo亚太区无线连接事业部高级行销经理林健富对记者表示，自己事先并不知情，和很多人一样都是当天才知道。“两边的手机生意都在下滑，只能合并才有话语权。”","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":"http://finance.eastmoney.com/a/202511013552526249.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_eastmoney","symbols":["SG9999018865.SGD","LU0784385170.HKD","IE00B4JS1V06.HKD","LU2756315318.SGD","LU1037948541.HKD","LU1119994496.HKD","LU1582987324.SGD","LU2237443549.SGD","BK4574","LU2452424414.USD","LU0289961442.SGD","LU1261432733.SGD","LU0724617625.USD","LU2471134523.USD","SG9999014542.SGD","LU1720051108.HKD","IE00B1XK9C88.USD","LU0079474960.USD","BK4532","LU0203202063.USD","LU1244550494.USD","LU1934455863.HKD","LU1880398471.USD","LU0234572021.USD","BK4585","BK4527","LU0323591593.USD","LU2237443465.HKD","LU0942090050.USD","LU2592432038.USD","LU1989771016.USD","MACW.SI","LU0345769631.USD","LU0528227936.USD","IE00BVYPNP33.GBP","LU0738911758.USD","LU1127390331.HKD","LU2860962120.EUR","LU2552382058.USD","RF","LU0868494708.USD","BK4575","LU0354030438.USD","LU1868836591.USD","LU0979878070.USD","SG9999015358.SGD","LU0795875169.SGD","LU2265009873.SGD"],"gpt_icon":1},{"id":"2580944071","title":"英特爾打響 AI 反擊戰：擬斥資 50 億美元洽購 SambaNova","url":"https://stock-news.laohu8.com/highlight/detail?id=2580944071","media":"IT之家","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580944071?lang=zh_tw&edition=fundamental","pubTime":"2025-11-01 15:39","pubTimestamp":1761982782,"startTime":"0","endTime":"0","summary":"SambaNova 的核心竞争力在于其独特的 AI 硬件和软件技术。SambaNova 提供名为 DataScale 的机架级系统配置，以及名为 SambaFlow 的编译器和运行时软件，两者共同构成了一个端到端的 AI 解决方案。收购 SambaNova 将让英特尔直接获得一个成熟的生态系统，从而节省大量的研发时间和成本。这笔潜在的收购背后，还牵涉到英特尔高层与 SambaNova 的深厚渊源。英特尔现任 CEO 陈立武旗下的投资公司华登国际，正是 SambaNova 的早期投资者之一。","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=nesSN2025110115401394e88f75&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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