美股详情

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iShares A.I. Innovation and Tech Active ETF

46.28

-0.5600-1.20%

盘后：46.280.00000.00%16:15 EDT

成交量：251.14万

成交额：1.15亿

市值：141.88亿

市盈率：- -

高：46.28

开：45.56

低：45.35

收：46.84

52周最高：54.46

52周最低：30.82

股本：3.07亿

流通股本：3.07亿

量比：0.73

换手率：0.82%

股息：0.59

股息率：1.29%

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

台积电(TSM.US)Q3营收同比增51%超预期！市场紧盯2027资本开支、海外产能与晶圆定价

港股异动 | 台积电9月销售额环比减少0.6% 华虹宏力(01347)跌超9% 中芯国际(00981)跌超6%

大行评级丨花旗：2030年CPU市场规模料达3000亿美元，AMD目标价升至800美元

台积电第三季度营收增长50%，AI需求保持强劲

豪掷82亿美元，芯片巨头押注的世界模型究竟是什么

台积电(TSM.US)周四公布，受人工智能应用需求强劲增长推动，第三季度营收创历史新高，达到1.49万亿新台币（约合46

台积电第三季度营收同比增长50%，超出市场预期

台积电(TSM.US)：2026年1月至9月累计营收为新台币38,987.3亿元，较2025年同期增加41.1%。

台积电9月销售额5,118.6亿元新台币，同比增长54.6%。

台积电第三季度累计销售额为1.49万亿台币。

媒体摘要-《华尔街日报》——10月8日

花旗预计台积电2027年前营收增速保持40%以上

花旗：台积电到2027年收入增长或超过40%，目标价上调至台币4000元

暴增782.5%！芯片巨头，赚翻了！

AMD CEO 苏姿丰再访三星，称将谈更广泛合作

瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价

壹评级：长协锁定盈利底部，存储周期属性弱化

《全球市场》亚洲股市走弱，AI举债浪潮加剧主权债券市场压力

苏姿丰欲锁韩国供应链，AMD寻求与三星和海力士“3-5年甚至更长期间合作”

华尔街见闻

美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨

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11:11","pubTimestamp":1791429106,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据金十报道，花旗分析师在研究报告中表示，受强劲 AI 算力需求、AI 智能体潜在增长空间，以及共封装光学网络周期兴起推动，台积电营收增长率有望在 2027 年前保持在 40% 以上。分析师称，考虑到包括英伟达、AMD 和博通在内的大多数 AI 芯片客户预计增长将加速，台积电明年 AI 相关营收增速可能接近翻倍，花旗因此预计市场将继续上调对台积电的盈利预期。花旗还指出，在强劲营收前景支持下，台积电资本支出可能进一步升至 2027 年的 810 亿美元和 2028 年的 900 亿美元，并维持买入评级，将目标价从 3800 新台币上调至 4000 新台币。 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CEO 苏姿丰再访三星，称将谈更广泛合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2673404465","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673404465?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 09:57","pubTimestamp":1791424652,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，AMD 董事长兼首席执行官苏姿丰于 10 月 7 日下午约 4 时 44 分抵达首尔三星电子瑞草办公楼，与设备解决方案部门负责人全永铉副会长会面，距上次访韩约 7 个月。AMD 计算与图形集团负责人 Jack Huynh、副总裁 Joseph Macri 随行。苏姿丰表示，双方将讨论更广泛的伙伴关系，并称三星方面有许多合作伙伴；被问及是否会见李在镕时，她表示不便透露。访三星前，苏姿丰出席首尔 AMD 玩家日，将三星与 SK 海力士称为核心供应链伙伴，并称因人工智能需求上升正在规划长期供应链。她表示，新一代 MI455 与 Helios 系统已开始出货且均采用 HBM4，获两家支持，HBM 合作不会止于一代。报道称，Instinct MI455X 搭载 432GB HBM4，较前代 MI355X 的 288GB HBM3E 增加 50%。她称内存供应非常紧张，正与客户优化用量并要求伙伴扩大生产。TrendForce 于上月 29 日预计，HBM 与普通 DRAM 共用有限先进制程产能，供应紧张或延续至明年。报道称，双方今年 3 月签署以 HBM4 与下一代 DDR5 供应为中心的谅解备忘录，将三星定为 MI455X 用 HBM4 主要供应商，并讨论由三星代工生产 AMD 下一代产品。全永铉当时表示，三星可同时提供内存、代工与封装。 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AI加速器供应HBM4。随着MI455X单颗HBM用量较上代提升50%、供应持续吃紧，AMD锁定韩国供应链的迫切性提升。与此同时，三星正借HBM供应谈判推动代工合作，但AMD态度审慎。","market":"sg","thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"92a7f5f4aa264c2793397c9dc1d602d4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3783142","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B1BXHZ80.USD","BK4554","SSNLF","07747","LU1242518857.USD","BAI","LU0320765059.SGD","ILDR","IE00BMPRXR70.SGD","AMUU","SMHX","LU2098885051.SGD","LEGR","WUGI","LU0133085943.USD","LU0390134368.USD","LU1267930813.SGD","BK4141","AMDW","AMDS","LU0127658192.USD","LU1923623000.USD","CHAT","BK4585","LU2264538146.SGD","LU1989764748.USD","LU1861220033.SGD","IE00BQXX3F31.USD","AMDC","LU0823434583.USD","LU1988902786.USD","BK4614","SGXZ51526630.SGD","TRFK","LU0081259029.USD","LU2361044949.HKD","LU0109392836.USD","LU1064131342.USD","IE00BMPRXQ63.HKD","LU0823434740.USD","LU1267930730.SGD","BK4612","SG9999001424.SGD","ARTY","LU1861558580.USD","BK4170","LU0174119429.USD","LU2361045086.USD","IE00BMPRXN33.USD","AIQ","07347","AMDY","CNAV","LU1880398471.USD","AMYY","DAMD","LU0274383776.USD","LU0348723411.USD","PSI","LU2456880835.USD","TTEQ","LU1232071149.USD","LU2931357623.SGD","LU1242518931.SGD","SMH","LU0823421416.USD","LU2458330169.SGD","LU2250418816.HKD","USXF","BK4588","BK4532","LU2054465674.USD","GAMR","LU1989764664.SGD","IE00B5949003.HKD","LU0198837287.USD","LU1951198990.SGD","SOXX","LU0672654240.SGD","LU2355687059.USD","LU2462591350.SGD","BK4566","LU2896262040.SGD","IE0001KFT4U8.USD","LU2458330243.SGD","LU2360106780.USD","BK4575","LU0889565833.HKD","LU0642271901.SGD","LU0048584097.USD","TEK","FTXL","LU2461242641.AUD","SOXY","AMDG","LU2247934214.USD","AMD","LU1951200564.SGD","LU0708995401.HKD","LU2360107168.USD","LU0823421333.USD","IE00BKVL7J92.USD","LU2089985449.USD","AMDL","BK4534","LU0056508442.USD","LU0109391861.USD","IE00BZ1G4Q59.USD","IE00BQXX3C00.GBP","IE0004445239.USD","LU1316542783.SGD","LU0786609619.USD","LU2417539215.USD","BK4512","LU0979878070.USD","LU2236285917.USD","LU2543165471.USD","LU1989772923.USD","BK4543","SGXZ99366536.SGD","LU0719512351.SGD","BK4573","LU0082616367.USD","AIS","LU1880398554.USD","WISE","LU2242649171.HKD","LU0251132253.USD","LU1303367103.USD","LU2361044865.SGD","QQQA","XNTK","LU0210536198.USD","IETC","SGXZ81514606.USD","CHPS","LU2290526834.HKD","LU0792757196.USD","LU1803068979.SGD","LU1804176565.USD","LU1852331112.SGD","LU1861559042.SGD","LU1861215975.USD","IE00BQXX3D17.EUR","FAI","AMDD","IE0009356076.USD","LU0889566641.SGD","LU2265009873.SGD","LU2860962120.EUR","SAMD0main","LU1989772840.SGD","BK4529","BK4605","LU2108987350.USD","AMDU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673041834","title":"美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2673041834","media":"经纬科创","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673041834?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 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