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1倍做空AVGO ETF-Direxion

8.13

+0.15051.89%

盘后：8.12-0.0055-0.07%19:59 EDT

成交量：666.49万

成交额：5,391.27万

市值：1,381.34万

市盈率：- -

高：8.15

开：8.04

低：8.01

收：7.98

52周最高：10.96

52周最低：6.25

股本：170.00万

流通股本：170.00万

量比：0.62

换手率：392.05%

股息：0.27

股息率：3.31%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

制糖工厂发布小电拼 Core：四口全 AVS，开启超快补能，小巧随行

荷兰与德国战略创新机构将在AI芯片设计领域开展合作，以降低对美国技术依赖

环球市场播报

中国当局审查国家数据中心博通硬件使用，力促本土厂商发展

中国政府正在审查国有数据中心使用博通硬件的情况

平头哥发布训推一体AI芯片真武V900，计划2027年一季度量产｜直击2026云栖大会

国际金融报

平头哥发布真武V900 AI芯片：性能提升至三倍，2027年第一季度量产

平头哥发布真武V900 AI芯片：性能提升至三倍，2027年第一季度量产

平头哥发布国内最强AI芯片，将于2027年第一季度上市

深圳商报·读创

平头哥发布国内最强AI芯片，2027年第一季度上市

东吴证券：三次电源升级 AI芯片电感价值扩容

美股高开，英特尔涨超9%；中国人民银行召开外资金融机构座谈会；支付宝宣布组织调整和全新任命；亚马逊官宣接入Kimi K3丨每经晚参

每日经济新闻

美股高开光通信、存储半导体股集体上涨

半导体公司Microchip Technology（微芯科技）已完成对以色列边缘AI芯片制造商Hailo的收购。

非农前夕沃勒发言既转鸽，特斯拉、SpaceX、甲骨文等科技成长股大幅上涨，下周CPI成关键变量

期权聚焦 | 博通惊现170万美元双卖Put收租，跨期Call组合押注温和偏强，IV百分位仅1.2%

摩根大通：定制芯片2027年出货占比将超GPU，博通TPU“供应链隐身”不代表订单存疑

华尔街见闻

光通信概念股走强 Coherent（COHR）涨4.26%、博通（AVGO）涨3.54%

集邦咨询：预计CoWoS-L至2028年仍将是AI芯片的主流封装方案

机构：AI芯片封装突破光罩极限，CoWoS-L稳居先进封装主流至2028年

斗山拟投资9700亿韩元扩大AI芯片材料生产

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15:32","pubTimestamp":1790062328,"startTime":"0","endTime":"0","summary":"平头哥首次公布倚天服务器CPU的规划：2027年将推出倚天720和倚天730两代服务器CPU。9月22日，在2026杭州云栖大会上，平头哥半导体正式发布新一代训推一体AI芯片真武V900。据官方介绍，该芯片单芯片性能达到上一代真武M890的三倍，是目前算力性能最强的中国自研AI芯片，可满足万亿级参数大模型的训练和推理需求，将于2027年第一季度量产并上市销售。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609223881224838.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609223881224838.html","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":"stock_eastmoney","symbols":["EPAI","03191","AVS","GPTZ","LRNZ","AVGU","AIS","AVGC","AIBU","AVGX","AVL","WISE","AIFD","AVGW","FAI","AVGG","AIVC","ALAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669593115","title":"平头哥发布国内最强AI芯片，将于2027年第一季度上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2669593115","media":"深圳商报·读创","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669593115?lang=zh_cn&edition=fundamental","pubTime":"2026-09-22 13:13","pubTimestamp":1790054005,"startTime":"0","endTime":"0","summary":"9月22日，在2026杭州云栖大会上，平头哥发布新一代训推一体AI芯片真武V900，性能是真武M890的三倍，这是目前算力性能最强的中国自研AI芯片，可满足万亿级参数大模型的训练和推理需求。该芯片将于2027年第一季度量产售卖。记者从大会获悉，真武V900基于自研并行计算架构设计，搭载216GB大容量显存，片间互联带宽达1200GB/s，单芯片性能是真武M890的3倍。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609223881122415.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609223881122415.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["EPAI","FAI","AVGW","AIS","AIBU","AVS","AVGX","AVGG","AVGU","GPTZ","AVGC","AIVC","AIFD","03191","ALAI","IPOS","LRNZ","WISE","AVL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669113934","title":"平头哥发布国内最强AI芯片，2027年第一季度上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2669113934","media":"广州日报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669113934?lang=zh_cn&edition=fundamental","pubTime":"2026-09-22 12:28","pubTimestamp":1790051313,"startTime":"0","endTime":"0","summary":"9月22日，在2026杭州云栖大会上，阿里平头哥正式发布新一代训推一体AI芯片“真武V900”，同时披露倚天系列服务器CPU更新规划，完成算、存、网全栈自研产品布局。据悉，真武V900是当前国内算力性能最强自研AI芯片，单芯片性能为上一代真武M890的“3倍”，将于“2027年第一季度量产上市”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609223881092966.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609223881092966.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["WISE","FAI","03191","AVS","AIS","AVL","ALAI","AVGW","EPAI","LRNZ","AIBU","AVGU","AVGC","AIFD","GPTZ","IPOS","AVGX","AIVC","AVGG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669194248","title":"东吴证券：三次电源升级 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09:12","pubTimestamp":1790039568,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东吴证券发布研报称，AI服务器功率密度与供电电流提升，AI芯片电感价值量放大。单GPU功耗迅速提升带动整机(柜)AI芯片电感量价齐升，全球AI芯片电感行业市场规模由2020年11亿元增长至2025年58亿元，预计于2030年将达269亿元;新兴赛道国产化快速追赶，TLVR有望大幅提升电感价值量。东吴证券主要观点如下：电感：稳定电流的核心被动元器件AI芯片电感主要用于三次电源场景。","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://www.zhitongcaijing.com/content/detail/1499106.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["AIFD","ALAI","AIBU","AIS","WISE","BK0028","BK0188","AVGW","AVGG","BK0012","LRNZ","EPAI","601555","AVGC","BK0009","FAI","BK0183","03191","AVS","AVGX","AVL","AVGU","BK0276","AIVC","GPTZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669169319","title":"美股高开，英特尔涨超9%；中国人民银行召开外资金融机构座谈会；支付宝宣布组织调整和全新任命；亚马逊官宣接入Kimi 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23:37","pubTimestamp":1789745839,"startTime":"0","endTime":"0","summary":"AI算力需求正在推动芯片产业从“GPU一家独大”走向GPU与定制芯片并行扩张。摩根大通最新发布的2026年秋季美国半导体及半导体设备行业更新报告预计，2027年ASIC/XPU在AI加速器单元出货中的占比将升至54%，超过GPU；2028年进一步升至55%。摩根大通预计，2026年定制AI ASIC市场规模约600亿至700亿美元，未来数年复合增速超过40%至50%。报告同时指出，谷歌TPU等定制芯片项目的供应链信息相对隐蔽，并不意味着订单缺乏确定性。","market":"sh","thumbnail":"https://static.tigerbbs.com/81cfaee6e13e6e00a045be223d34f94b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/81cfaee6e13e6e00a045be223d34f94b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3782070","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"摩根大通：定制芯片2027年出货占比将超GPU，博通TPU“供应链隐身”不代表订单存疑","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVGU","AVS","AVGO","AVGX","AVL","AVGC","BK4582","PGF","AVGW","AVGG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2668892157","title":"光通信概念股走强 Coherent（COHR）涨4.26%、博通（AVGO）涨3.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2668892157","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668892157?lang=zh_cn&edition=fundamental","pubTime":"2026-09-18 22:12","pubTimestamp":1789740748,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股走强，截至发稿，Coherent 涨4.26%，MaxLinear涨4.45%，博通涨3.54%，Lumentum涨3.00%，Credo Technology涨2.82%，康宁涨2.41%，Applied Optoelectronics涨2.05%，AXT 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