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芯片概念

1,666.11

-11.0206-0.66%

漲家數：7

跌家數：4

平家數：- -

市盈率：- -

高：1,684.27

開：1,677.12

低：1,653.40

收：1,677.13

成交量：2.53億

成交額：423.99億

市值：6.55萬億

流通市值：6.48萬億

資料載入中...

海納國際上調美光科技目標價至200美元

行業首次淘寶閃購餓了麼10城城市騎士率先迎來養老、醫療保險補貼

蘋果Mac二季度在印度出貨量出爐 iPhone 16現谷底價果粉很受傷

中关村在线

入選“鼎新杯”！朗新×阿里雲：AI深度融合產研流程，推動效率與質量雙重飛躍

有了三星電子還不夠？特斯拉據稱或與英特爾達成定製芯片合作

小米17系列最高跑分出爐：與蘋果iPhone 17 Pro勢均力敵

快科技官方

禮來：已與阿里和京東運營的遠程醫療平台合作

英國勞埃德銀行與博通延長合作預計為2800萬英國客户提供數字服務

Broadcom：合作協議將助力集團向英國2800萬客户和企業提供數字化服務

勞埃德銀行集團擴展與博通戰略合作伙伴關係，加速數字化轉型

高盛：中國AI基礎設施敍事重燃，企業級大模型Token消耗量暴漲，阿里是核心受益者

华尔街见闻

蘋果 iPhone 17 系列快充細節：20 分鐘充 50% 需搭配 40W 動態電源適配器

AMD發佈ROCm 7.0更新：支持CDNA 4架構的Instinct MI350

港股AI龍頭延續強勢，港股互聯網ETF（513770）9連漲，再探新高！阿里巴巴重回3萬億市值！

越秀、阿里等企業：收購、發債及上市等財經動態

哈囉Robotaxi獲阿里巴巴戰略投資

高德為阿里鋪好了到店之路

玻璃走向芯片，一步之遙

半导体行业观察

奧尼電子：與AMD合作的液冷服務期暫未實現大規模出貨

蘋果watchOS 26新增充電提示功能，優化用户體驗

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15:56","pubTimestamp":1758095772,"startTime":"0","endTime":"0","summary":"在三星电子为特斯拉代工定制芯片AI6之后，据悉，英特尔也或将与特斯拉达成芯片合作。据美国科技业消息灵通人士透露，英特尔已经披露了一些进军定制芯片业务的细节。这对英特尔无疑意义重大。封装英特尔和特斯拉的交易显然还处于早期阶段，但英特尔对定制芯片业务的进军并不令人意外。不久之前，三星与特斯拉共同宣布，两家公司将合作生产AI6芯片，以供给特斯拉的下一代人形机器人和自动驾驶出租车，合同规模高达165亿美元。","market":"us","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://usstock.jrj.com.cn/2025/09/17155653189729.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":"jinrongjie_highlight","symbols":["BK4533","BK4512","BK4535","LU1551013425.SGD","BK4516","LU2756315664.SGD","BK4579","BK4575","TSYW.SI","BK4588","LU0823414478.USD","LU0321505868.SGD","TSLL","BK4515","LU1720051017.SGD","LU1232071149.USD","LU0719512351.SGD","TSLA","LU2213496289.HKD","LU2543165471.USD","LU0323591593.USD","IE00B1XK9C88.USD","LU2250418816.HKD","LU0466842654.USD","BK4141","LU0316494557.USD","LU2360107168.USD","159813","SSNLF","BK4534","BK4543","LU0348723411.USD","IE0034235303.USD","BK4170","BK4581","BK4574","BK4529","BK4511","LU0345770308.USD","LU2148611432.USD","BK4612","LU1861559042.SGD","LU0056508442.USD","LU1852331112.SGD","INTC","LU0234572021.USD","SG9999015986.USD","LU1066053197.SGD","LU0321505439.SGD","LU0077335932.USD"],"gpt_icon":0},{"id":"2568342492","title":"小米17系列最高跑分出爐：與蘋果iPhone 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14:40","pubTimestamp":1758091211,"startTime":"0","endTime":"0","summary":"据Frost & Sullivan数据，中国企业级大模型的日均Token消耗量在2025年上半年达到了10.2万亿，较2024年下半年激增363%。高盛认为，阿里巴巴凭借其领先的模型能力、47%的中国公有云市场份额以及多样化的芯片供应，处于有利地位并具备国际化扩张的空间，高盛将阿里目标价从163美元上调至179美元，维持“买入”评级。","market":"nz","thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3755739","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3755739","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BFMHRM44.USD","LU0047713382.USD","BK4538","BK4554","BK4581","LU0553294199.USD","LU2226246903.HKD","BK4526","BK4585","LU1769817179.HKD","LU0348814723.USD","BK4505","BK4579","BK4504","LU0661504455.SGD","BK4575","LU0072462343.USD","LU0348816934.USD","BK4614","BK4543","BK4565","IE00B0JY6N72.USD","BABA","BK4531","LU1048596156.SGD","LU0651946864.USD","LU1515016050.SGD","LU1048588211.SGD","LU1242518857.USD","LU0052756011.USD","LU0128525689.USD","LU0310800965.SGD","LU1051769294.HKD","BK4558","LU0821914370.USD","LU1105468828.SGD","BK4122","LU1242518931.SGD","LU1046421795.USD","BK4534","LU1046422090.SGD","LU1008478684.HKD","LU1051768304.USD","BK4503","BK4533","LU1152091168.USD","LU1282648689.USD","LU1267930227.SGD","09988"],"gpt_icon":0},{"id":"2568450386","title":"蘋果 iPhone 17 系列快充細節：20 分鐘充 50% 需搭配 40W 動態電源適配器","url":"https://stock-news.laohu8.com/highlight/detail?id=2568450386","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568450386?lang=zh_tw&edition=fundamental","pubTime":"2025-09-17 14:21","pubTimestamp":1758090085,"startTime":"0","endTime":"0","summary":"IT之家 9 月 17 日消息，科技媒体 Phone Arena 昨日发布博文，报道称苹果 iPhone 17 系列充电 20 分钟，电量可以达到 50%，但需要搭配全新的 40W 动态电源适配器，后者售价为 329 元。IT之家此前报道，苹果大幅提升了 iPhone 17 系列的充电速度，官方数据显示，iPhone 17、iPhone 17 Pro 以及 iPhone 17 Pro Max 可在 20 分钟内将电量充至 50%，iPhone Air 则需约 30 分钟。这一成绩的背后，是苹果同步发布的一款新型 40W 动态电源适配器，最高功率可达 60W，但仅能维持约 18 分钟，随后因发热会降至 40W 输出。","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=nesSN20250917143445a4cb04e0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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10:05","pubTimestamp":1758074700,"startTime":"0","endTime":"0","summary":"隔夜中概股继续攀升，纳斯达克中国金龙指数涨1.76%，创下自2022年2月以来新高。9月17日，港股早盘高开，恒指、恒科指分别上涨0.44%、0.91%。　　大型科技龙头继续走强，美团-W涨近4%，阿里巴巴-W涨超3%，股价续创近4年新高，港股总市值重回3万亿港元。　　港股AI核心工具——港股互联网ETF高开高走，场内价格现涨近1%，续刷历史新高，日线9连涨。　　上交所数据显示，港股互联网ETF近20日已累计获资金净流入27.66亿元。","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://finance.sina.com.cn/money/fund/etf/2025-09-17/doc-infqufet5110426.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4524","ALBmain","BK4543","BK4579","LU0128525689.USD","LU0328353924.USD","LU1051769294.HKD","BK4527","LU1242518857.USD","LU0310800965.SGD","LU1769817179.HKD","LU0918141705.HKD","LU0738911758.USD","BK4220","LU0949170772.SGD","BK4614","LU1282648689.USD","LU1769817096.USD","513770","BK4538","LU1105468828.SGD","LU2226246903.HKD","LU0545039389.USD","HSCEI","LU1515016050.SGD","BK4558","BK4504","LU1051768304.USD","BABA","LU1152091168.USD","YANG","LU1880383366.USD","LU1152091754.HKD","LU1267930227.SGD","IE00B0JY6N72.USD","BK4122","HSTECH","LU0072462343.USD","LU0797268264.HKD","LU0052756011.USD","BK4531","BK4607","BK4585","LU1235294995.USD","09988","LU0348816934.USD","BK4535","BK4581","BK4575"],"gpt_icon":1},{"id":"2568456733","title":"越秀、阿里等企業：收購、發債及上市等財經動態","url":"https://stock-news.laohu8.com/highlight/detail?id=2568456733","media":"和讯网","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568456733?lang=zh_tw&edition=fundamental","pubTime":"2025-09-17 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