美股詳情

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芯片概念

1,895.67

-11.3241-0.59%

漲家數：4

跌家數：7

平家數：- -

市盈率：- -

高：1,919.78

開：1,907.51

低：1,886.76

收：1,907.08

成交量：1.21億

成交額：220.24億

市值：7.46萬億

流通市值：7.40萬億

資料載入中...

阿里通義千問Qwen3-Max已在官網上線深度思考功能

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

320億中通大佬，攤上不少「麻煩事」

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13:00","pubTimestamp":1762059600,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　平潭发展和海峡创新作为海峡西岸概念此轮行情的领涨龙头，本周股价涨幅分别高达56%和60%，表明平潭概念股是海峡西岸概念整个板块的领涨核心方向。　　从海峡西岸城市群的基本情况和潜力来看，其有望成为中国的第四大经济极。2014年12月，平潭列入新一轮自由贸易区建设试点。","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/stock/jsy/2025-11-02/doc-infvyuyv2132097.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":["LU1084165304.USD","LU1917777945.USD","BK4605","BK4515","BK4561","LU1244550494.USD","LU0868494617.USD","IE00BSNM7G36.USD","LU0942090050.USD","SG9999001424.SGD","SG9999002224.SGD","SINA","BK4581","LU1974910355.USD","LU0868494708.USD","BK4604","GB00BDT5M118.USD","IE00BGHQDM52.EUR","BK4532","BK4612","LU1244550221.USD","LU2106854487.HKD","BK4141","BK4575","BK4588","ADC","LU2023250504.SGD","SG9999015986.USD","BK4512","BK4231","BK4579","BK4527","BK4585","SG9999015952.SGD","IE00BVYPNP33.GBP","LU1261432733.SGD","IE00BVYPNQ40.USD","BK4598","LU0061475181.USD","BK4554","LU1035775433.USD","SG9999015978.USD","LU1244550577.SGD","BK4573","LU0081259029.USD","SG9999002232.USD","SG9999015945.SGD","LU1496350502.SGD","LU2247934214.USD"],"gpt_icon":1},{"id":"2580406151","title":"高通機架級 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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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