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苹果概念
5,577.18
+6.44
0.12%
涨家数：
20
跌家数：
6
平家数：
- -
市盈率：
- -
高：
5,585.90
开：
5,558.97
低：
5,508.79
收：
5,570.74
成交量：
2.95亿
成交额：
911.18亿
市值：
13.26万亿
流通市值：
12.91万亿
数据加载中...
总览
新闻资讯
格芯盘前股价上涨5.4%，此前该公司与台积电达成20亿美元的合作协议。
智通财经
·
10/08
格芯与台积电签署20亿美元硅中介层协议，初始期限为5年。
格隆汇
·
10/08
苹果10月两大波新品！先放智能家居大招，再掏触屏Mac王炸
IT之家
·
10/08
特朗普政府拟推出AI科研配套政策 多家科技企业承诺超10亿美元算力
金吾财讯
·
10/08
DA Davidson维持美光科技（MU）买入评级 目标价上调至3000美元
金吾财讯
·
10/08
高刷真没戏了？爆料者坚称苹果iPad mini 8搭载60Hz OLED屏幕
IT之家
·
10/08
超威半导体美股盘前跌超2%
智通财经
·
10/08
机构测算2030服务器CPU市场2090亿美元
金吾财讯
·
10/08
重点关注：三星电子、百事可乐、台积电
投资观察
·
10/08
AMD股价预测：CPU市场扩张预期或将支撑股价持续上涨，花旗上调目标价至800美元
TradingKey中文
·
10/08
光通信巨头盘前遭遇卖压！Coherent跌超3%，Lumentum跌逾2%
TradingKey中文
·
10/08
Counterpoint：次季全球晶圆代工2.0市场营收按年增长25% 台积电份额升至42%
阿斯达克财经
·
10/08
受人工智能芯片需求拉动，台积电9月销售额同比大幅飙升
环球市场播报
·
10/08
Counterpoint：26Q2全球晶圆代工2.0市场营收同比增长25%至966亿美元 先进封装成为关注焦点
智通财经
·
10/08
台积电（TSM）Q3营收1.49万亿新台币创新高 前三季度营收同比增41.1%
金吾财讯
·
10/08
TrendForce：多家大厂布局VCSEL NPO 2031年VCSEL需求或至6.5亿颗
金吾财讯
·
10/08
机构指台积电（TSM）2027年前营收增速有望超40% 上调目标价至4000新台币
金吾财讯
·
10/08
盘前异动 | 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款
老虎资讯综合
·
10/08
iPhone Duo曾计划配16GB内存！成本太高苹果扛不住：最终砍至12GB
快科技
·
10/08
知名科技分析师：将Palantir等列为2027年最值得关注的五家科技公司
格隆汇
·
10/08
更多
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多家科技企业承诺超10亿美元算力","url":"https://stock-news.laohu8.com/highlight/detail?id=2673074745","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673074745?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 19:55","pubTimestamp":1791460517,"startTime":"0","endTime":"0","summary":"金吾财讯 | 据外媒报道，在外界热议AI潜在风险的背景下，美国总统特朗普表示，美国头部科技企业不能放缓发展步伐，美国需要在AI领域竞争中战胜中国。政府预计于周四公布一系列举措，依托人工智能加速科学发现。白宫官员透露，超威半导体（AMD）、OpenAI、Anthropic等顶尖企业将承诺提供超过10亿美元算力额度，支撑联邦AI研究项目。同时美国将组建全新东南地区AI计算联盟，实现10个州算力资源共享，并在佐治亚州投入10亿美元，向师生开放算力资源。受移民政策影响，部分海外科研人员不愿赴美工作，为此政府还推出新项目，鼓励美国本土学生攻读STEM（科学、技术、工程、数学）领域博士学位。","market":"other","thumbnail":"https://static.szfiu.com/news/20210625/NjJmZjg2MTAxNTM3NTgyMzkx.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/NjJmZjg2MTAxNTM3NTgyMzkx.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306983","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4554","LU0082616367.USD","LU1989772840.SGD","LU1880398554.USD","CNAV","LU2361045086.USD","LU2461242641.AUD","IE0001KFT4U8.USD","AMDD","LU0210536198.USD","IE00BQXX3F31.USD","LU2290526834.HKD","LU1316542783.SGD","QQQA","LU0320765059.SGD","GAMR","BK4534","LU2860962120.EUR","SAMD0main","LU0823421333.USD","LEGR","LU1861558580.USD","LU1804176565.USD","IE00B1BXHZ80.USD","BK4512","AMDG","IE00BMPRXQ63.HKD","LU1803068979.SGD","WISE","LU1242518931.SGD","LU1880398471.USD","LU1923623000.USD","IE00BQXX3C00.GBP","AMDU","LU0979878070.USD","LU2250418816.HKD","LU1861559042.SGD","TRFK","IE00BMPRXN33.USD","SMHX","LU2242649171.HKD","LU2089985449.USD","TTEQ","IE00B5949003.HKD","BK4547","AMDL","LU1303367103.USD","LU2054465674.USD","DJT","LU1988902786.USD","LU0889565833.HKD","DAMD","LU0792757196.USD","BK4573","BK4605","AMD","LU2417539215.USD","IETC","LU1951198990.SGD","BK4575","BK4532","LU1951200564.SGD","FAI","BK4543","BK4077","LU1989764664.SGD","LU0642271901.SGD","LU0719512351.SGD","LU0198837287.USD","LU1267930730.SGD","SG9999001424.SGD","LU2264538146.SGD","IE00BZ1G4Q59.USD","XNTK","PSI","LU0786609619.USD","BK4529","AMDS","AIQ","LU0708995401.HKD","LU2236285917.USD","BK4585","LU1242518857.USD","SGXZ99366536.SGD","LU0133085943.USD","LU2247934214.USD","LU2098885051.SGD","AMYY","ILDR","LU2108987350.USD","LU1861220033.SGD","LU0109391861.USD","IE00BMPRXR70.SGD","SGXZ81514606.USD","TRUMP.USD.CC","AIS","BAI","LU2543165471.USD","LU0048584097.USD","DJTU","LU2355687059.USD","LU1232071149.USD","FTXL","IE00BQXX3D17.EUR","LU2458330243.SGD","IE0009356076.USD","LU2361044949.HKD","LU0889566641.SGD","BK4516","LU0127658192.USD","LU0672654240.SGD","AMDW","LU2931357623.SGD","LU0348723411.USD","WUGI","LU0251132253.USD","LU0056508442.USD","LU0081259029.USD","LU1989772923.USD","BK4614","BK4588","BK4566","SOXX","LU2456880835.USD","IE00BKVL7J92.USD","LU0174119429.USD","LU2360107168.USD","LU2896262040.SGD","CHPS","LU1989764748.USD","LU1267930813.SGD","LU0823421416.USD","LU0274383776.USD","AMDY","LU0823434583.USD","LU1064131342.USD","BK4612","AMUU","SOXY","LU0109392836.USD","AMDC","BK4141","IE0004445239.USD","LU1861215975.USD","LU2360106780.USD","TEK","USXF","LU1852331112.SGD","LU2361044865.SGD","LU0823434740.USD","LU2265009873.SGD","LU2462591350.SGD","SMH","LU2458330169.SGD","LU0390134368.USD","SGXZ51526630.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673743180","title":"DA Davidson维持美光科技（MU）买入评级 目标价上调至3000美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673743180","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673743180?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 19:32","pubTimestamp":1791459149,"startTime":"0","endTime":"0","summary":"金吾财讯 | DA Davidson重申美光科技（MU）“买入”评级，并把目标价由2100美元大幅上调至3000美元。该目标价相对该股周三收盘价1088美元，存在近176%上行空间，约为美光2027财年盈利预期的19倍。投行认为，AI拉动内存需求，为这家存储芯片企业打开增长空间。内存对AI系统的重要性持续提升，更大内存容量可支持AI模型处理更多信息、加快运算速度。该行预计2027、2028年内存需求均会超过供给。分析师吉尔·卢里亚表示，美光正处在未来3至5年的增长通道，这一点尚未得到市场充分认可。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306979","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":null,"symbols":["PTF","BK4512","LU0859254822.USD","LU2360107168.USD","LU0672654240.SGD","IE00B19Z3581.USD","WUGI","LU0792757196.USD","LU1674673428.USD","IE00B7SZLL34.SGD","LU0320765059.SGD","TRFK","BAI","LU2168564065.EUR","LU1868836914.USD","EGGY","LU0157215616.USD","IE0034235303.USD","FDTX","AIS","BOBP","LU2023250330.USD","SG9999015986.USD","GB00BDT5M118.USD","SHOC","LU0820561909.HKD","SG9999015978.USD","LU1914381329.SGD","LU1316542783.SGD","LU0689472784.USD","LU1267930813.SGD","LU2471134879.HKD","LU0323591593.USD","LU2750360641.GBP","CHPX","IE00B5949003.HKD","LU0127658192.USD","IE00BJLML261.HKD","LU0056508442.USD","LU0256863811.USD","JGRO","LU0683600562.USD","LU2102340556.USD","VGT","XNTK","FTXL","TTXU","LU0133085943.USD","LU1989764664.SGD","LU2756315664.SGD","SG9999015952.SGD","LU1852331112.SGD","MUYY","LU0096364046.USD","LU2054465674.USD","LU2360106780.USD","LU0417517546.SGD","BK4588","LU0708995401.HKD","LU0943347566.SGD","LU1551013425.SGD","LU1868837300.USD","MULL","LU1720051017.SGD","LU2290526834.HKD","LEGR","LU0082616367.USD","BK4554","BK4585","LU0640476718.USD","LU0820562030.AUD","LU2471134523.USD","SOXX","LU1778281490.HKD","HBMX","LU1803068979.SGD","MIC","LU2168563687.JPY","PSI","LU0109391861.USD","LU1861215975.USD","LU2458330243.SGD","XLK","MUD","LU1366333091.USD","LU0964807845.USD","LU1861220033.SGD","LU1989764748.USD","LU2168564495.EUR","SGXZ51526630.SGD","LU0234570918.USD","DRMY","SG9999001424.SGD","LU2168564222.USD","CGGO","FAI","AIFD","LU0256863902.USD","LU0109392836.USD","WLDR","IE00BK4W5L77.USD","LU2471134796.USD","LU1551013342.USD","LU2357305700.SGD","LU2543165471.USD","AIQ","BK4141","FTEC","LU2896262040.SGD","CHAT","MU","CHPS","LU1145028129.USD","EFIV","BK4543","IE00BWXC8680.SGD","LU1548497426.USD","LU2357627491.SGD","MUU","IE00B1XK9C88.USD","SOXQ","LU0274383776.USD","LU2048586759.USD","LU0889565833.HKD","LU2168564149.EUR","LU0353189763.USD","LU0642271901.SGD","LU2931357623.SGD","LU2089985449.USD","SGXZ81514606.USD","LU0719512351.SGD","LU2087625088.SGD","DISK","IE000M9KFDE8.USD","LU1280957306.USD","BK4532","LU2250418816.HKD","BK4605","BK4527","LU2756315318.SGD","IE00B19Z3B42.SGD","IETC","BK4575","LU2458330169.SGD","LU2860962120.EUR","LU0203347892.USD","LU0097036916.USD","IE00BKDWB100.SGD","LU0061475181.USD","LU1868836757.USD","LU2211815571.USD","LU2286300806.USD","LU2750360997.AUD","MUZ","LU1868836591.USD","FXL","LU0203345920.USD","LU2403377893.USD","LU1267930730.SGD","IXN","BK4553","LU2471134952.CNY","LU0353189680.USD","LU1674673691.USD","RULE","MUG","IE00BK4W5M84.HKD","SMH","LU0238689110.USD","BK4566","IE0002270589.USD","USXF","LU0889566641.SGD","LU0081259029.USD","LU0820561818.USD","LU1868837136.USD","SGXZ99366536.SGD","SG9999015945.SGD","LU1629891620.HKD","LU1323610961.USD","SMU00main","IE00BSNM7G36.USD","BK4533","LU0210536198.USD","LU1720051108.HKD","EMSF","LU0154236417.USD","LU0787776722.HKD","ARTY","LU2213496289.HKD","BK4579","IE0009356076.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673861074","title":"高刷真没戏了？爆料者坚称苹果iPad mini 8搭载60Hz OLED屏幕","url":"https://stock-news.laohu8.com/highlight/detail?id=2673861074","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673861074?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 19:19","pubTimestamp":1791458388,"startTime":"0","endTime":"0","summary":"IT之家 10 月 8 日消息，爆料人士 yeux1122 今日发文，重申苹果 iPad mini 8 平板仍采用 60Hz OLED 屏幕。他对此表示：“关于苹果 OLED iPad mini 的刷新率，部分海外消息源曾提到 120Hz…… 不过目前已经确认，国内生产机型采用的是 LTPS，就是 60Hz。”如果此次爆料属实，那么不少期待 iPad mini 能上高刷屏的用户可能会失望。IT之家需要指出的是，上述消息仅是未经官方证实的传闻，我们仍然期望苹果能为新款 iPad mini 带来 120Hz 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Rakesh预测，2030年AI智能体专用CPU市场规模可达800亿美元，未来四年复合增速123%；头节点CPU市场规模680亿美元，复合增速61%；传统CPU市场600亿美元，复合增速仅2%。整体服务器CPU潜在市场规模2030年将达到2090亿美元，复合增速32%，该预估低于AMD预期的2200亿美元以上。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306972","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":null,"symbols":["LU1496350171.SGD","BOBP","CHPS","IE0005OL40V9.USD","LU0786609619.USD","LU2087621335.USD","LU1868836591.USD","LU1732800096.USD","NVDA","SHOC","LU0353189680.USD","LU0787776722.HKD","LU0320765059.SGD","LU1244550221.USD","LU0912757837.SGD","LU1861558580.USD","IE00BYXW3230.USD","DAMD","LU1983260115.SGD","SOXY","BK4581","LU2065170008.USD","SAMD0main","SG9999014906.USD","04335","LU2125909247.SGD","BK4533","NVC","LU2764262908.HKD","LU2543165471.USD","NVDS.UK","FTEC","LU2361044949.HKD","LU0689472784.USD","LU0011850046.USD","LU1202635105.USD","BK4170","LU2023250504.SGD","LU0345768153.USD","LU2552382215.SGD","LU0082616367.USD","LU1988902786.USD","DIPS","BK4549","IE00B4YYXB79.USD","LU1267930730.SGD","LU0061475181.USD","LU0795875169.SGD","LU0054578231.USD","LU0203201768.USD","LU2954938101.SGD","LU0557290698.USD","LU1732799900.SGD","LU2471134523.USD","SG9999015358.SGD","LU0444973449.USD","IE0034235295.USD","BK4512","AMDS","GB00BDT5M118.USD","FTXL","MUG","AGOX","LU0266013472.USD","SG9999004303.SGD","LU0795875086.SGD","LU0107464264.USD","LU0726765562.USD","LU0057025933.USD","LU2552382132.HKD","LU1923622291.USD","LU2322448791.USD","HK0000914660.USD","IE000M9KFDE8.USD","LU2462591350.SGD","LU0965509101.SGD","LU2168563687.JPY","LU2237443382.USD","AMDW","IE00B1BXHZ80.USD","LU2272731600.USD","LU0124676726.USD","LU0256863811.USD","LU2168564495.EUR","IE00B3S45H60.SGD","LU0820561909.HKD","LU2491049909.HKD","SG9999018857.SGD","INTW","TTXU","CGGO","SG9999015945.SGD","LU1003077747.HKD","NVD3.UK","NVDU","BK4527","LU0210528500.USD","LU2322448957.HKD","OPTZ","MUYY","LU1629891620.HKD","LU0109392836.USD","LU1974910355.USD","LU0823434583.USD","IE00BKDWB100.SGD","LU2357305700.SGD","AMDD","SG9999014542.SGD","LU2896262040.SGD","NVDW","AIPI","LU1674673428.USD","BK4602","LU2237443895.HKD","SG9999015341.SGD","LU0976567544.SGD","NVDY","LU0203345920.USD","LU2764263203.CNY","LU1923622614.USD","SG9999014559.SGD","ESUM","LU1496350502.SGD","NVDS","LU2999663052.SGD","LU1145028129.USD","IE0004091025.USD","LU0889565833.HKD","NVDB","TYLG","DRIV","LU0476273544.USD","LU1400636657.SGD","LU0203347892.USD","LU2250418816.HKD","LU1839511570.USD","LU2491050154.USD","LU2360107168.USD","LU1316542783.SGD","LU2290526834.HKD","LU2357125470.USD","LU1153585028.USD","LU1261432733.SGD","IE00B775SV38.USD","LU2458330243.SGD","LU0211328371.USD","LU0494093205.USD","HK0000532082.HKD","LU0127658192.USD","LU2506951792.HKD","LU0158827781.USD","PSI","LU2133065610.SGD","LU0882574139.USD","LU0965509283.SGD","LU2272731865.HKD","SNVDAmain","BK4553","LU0276348264.USD","LU1235294995.USD","SG9999015986.USD","LU0345770993.USD","AMD","LU2347655156.SGD","IE0004445239.USD","SG9999014880.SGD","LU0061474705.USD","LU0265550946.USD","IE000Q6AESB8.SGD","LU2347655073.USD","BK4535","LU0187121727.USD","LU0251131958.USD","SGXZ31699556.SGD","LU2463028550.USD","LU2168564149.EUR","IE0034235188.USD","LU2249611893.SGD","LU1989764664.SGD","LU0080751232.USD","LU2487616109.SGD","07388","LU0708994859.HKD","IE00BKVL7J92.USD","FCUS","IE0003U64NQ7.SGD","IE000ITXATA3.USD","LU1804176565.USD","LU2237438978.USD","LU0203202063.USD","LU2381873111.SGD","AIQ","IE00B19Z9505.USD","LU2491050071.SGD","IE00B775H168.HKD","EFIV","DLLL","HK0000320264.USD","IE000BZT7R73.USD","LU1861215975.USD","LU1934455863.HKD","JGRO","HK0000914686.HKD","LU0081259029.USD","LU1989772923.USD","BK4612","LU2471134952.CNY","IE00B3SWFQ91.USD","LU2720916845.USD","IE00BWXC8680.SGD","SG9999017495.SGD","BK4579","BK4503","LU2168564065.EUR","LU0149725797.USD","SGXZ99366536.SGD","NVD","LU0661504455.SGD","LU1127390331.HKD","CMAG","LU0708995401.HKD","LU0963586101.USD","LU2326559502.SGD","LU1699723380.USD","LU2247934214.USD","LU0354030511.USD","LU1066051225.USD","NVDL","LU1935042488.USD","LU0308772762.SGD","IE00BHPRN162.USD","LU1992135472.HKD","LU0256863902.USD","CLSE","SPTE","LU1116320737.USD","LU2125154778.USD","NVII","NVDO","LU2168564222.USD","LU2462157665.USD","LU0133085943.USD","LU1935042991.SGD","LU1069347547.HKD","LU2430703178.SGD","LU2750360997.AUD","TMSL","LU2272731782.SGD","LU0106261372.USD","LU2360106780.USD","BK4573","SG9999018865.SGD","AMDL","IE00B3M56506.USD","IE00BMPRXR70.SGD","IE00BD6J9T35.USD","HK0000819398.USD","LU1934455277.USD","SNDU","SG9999000418.SGD","LU1366333091.USD","LU2125154935.USD","IE00BKPKM429.USD","LU0964807845.USD","LU2092937148.SGD","IE000MB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拖累板块走势。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230918/ae91cd753d51a6abd1e352a4b698dd6a.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230918/ae91cd753d51a6abd1e352a4b698dd6a.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262205937-stock-coherent-lumentum-crdo-lite-glw-mrvl-tradingkey","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":null,"symbols":["LU2322448791.USD","LU2543165471.USD","LITE","LU2322448957.HKD","SG9999000418.SGD","FDTX","GLW","LU0444973449.USD","LU2294711713.HKD","LU1303367103.USD","COHC","LU0823421333.USD","LU1316542783.SGD","LU1119994496.HKD","IE0004086264.USD","LU0786609619.USD","IE00B66KJ199.SGD","LITG","FAI","LU0187121727.USD","LU2211815571.USD","IE0009354923.USD","LU0053671581.USD","LU0081259029.USD","LU1815336760.USD","COHH","LITU","LU1861220033.SGD","FXL","GTEK","LU1235294995.USD","LU0205194284.USD","COHX","LITZ","LU0082616367.USD","IE00B19Z4B17.USD","LU0106261612.USD","LU0127658192.USD","LU0957808578.USD","LU1261432733.SGD","WUGI","LU0642271901.SGD","LU2089985449.USD","BK4148","LU2265009873.SGD","LU0823434583.USD","LU1989764664.SGD","LU0823434740.USD","BK4604","LU0012050646.USD","DTCR","LU0289961442.SGD","MRVL","LU0061475181.USD","LU1548497426.USD","LU2290526834.HKD","LU2272731782.SGD","SGXZ51526630.SGD","IE0004091025.USD","XNTK","LU2357125470.USD","IE0004445239.USD","LU1992135472.HKD","IE00BBT3K403.USD","LU1169589451.USD","LU0511384066.AUD","LU0289739343.SGD","LU1720051017.SGD","FOTO","BK4512","FTXL","LU0240877869.USD","LU2357305700.SGD","BK4515","LU1642822529.SGD","BK4605","SGXZ81514606.USD","LITX","CRDU","AIFD","EGGY","IE00B1BXHZ80.USD","LU2506951792.HKD","SOXY","LU0274383776.USD","LU1861215975.USD","BK4141","LU1823568750.SGD","LU0476273544.USD","LU1852331112.SGD","LU2360107168.USD","LITC","LU0823421416.USD","BK4157","LU0444971666.USD","IE00BLSP4452.SGD","SGXZ99366536.SGD","IE00BN8TJ469.HKD","LU2931357623.SGD","LU2244417387.USD","MRVX","BK4543","LU1084165304.USD","LU2249611893.SGD","COHQ","GLWG","LU1169590202.USD","LU2272731600.USD","RULE","IE00BFMHRM44.USD","SMHX","IE0031619046.USD","IE00BMPRXN33.USD","LU0240878834.USD","LU2473716301.USD","LU1720051108.HKD","LU2272731865.HKD","QQQA","LAZR","COHR","LU0823414551.USD","LUMA","CRD","LU0266013472.USD","LU1046421795.USD","IE00BMPRXR70.SGD","BK4585","BK4020","CNAV","LU0348723411.USD","ARTY","IE00B7SZL793.SGD","SPRX","LU2458330169.SGD","BK4581","IE00BMPRXQ63.HKD","IE00BLSP4239.USD","MVLL","LU1992135399.USD","LU0056508442.USD","LU0719512351.SGD","LU1989764748.USD","LU0823414478.USD","LU1804176565.USD","LU0154236417.USD","LU0205193047.USD","CRDO","AIS","MRVU","LU2458330243.SGD","BK4588","LU2098885051.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673974020","title":"Counterpoint：次季全球晶圆代工2.0市场营收按年增长25% 台积电份额升至42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673974020","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673974020?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 17:08","pubTimestamp":1791450480,"startTime":"0","endTime":"0","summary":"Counterpoint Research调查显示，第二季全球晶圆代工2.0市场营收按年增长25%至966亿美元，增速较第一季的24%进一步提升。Counterpoint Research预计，在AI需求的推动下，台积电2026年全年营收将按年增长约43%。此外，估计今年台积电CoWoS供需缺口将维持在20%左右，随着其内部产能向每月18.5万片晶圆规模扩展，该缺口将在2027年收窄至约10%。除台积电以外的纯晶圆代工厂营收按年增长18%，较第一季的9%实现翻倍增长。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250731162948870_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250731162948870_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548362/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548362/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0823414478.USD","SG9999000418.SGD","LU1989772840.SGD","ADVE","LU0348723411.USD","LU0965509101.SGD","BK4585","LU1267930813.SGD","LU1934455277.USD","SG9999004220.SGD","IE00BQXX3D17.EUR","BK4588","LU0878005551.USD","LU0823421416.USD","IE0004091025.USD","CNEQ","BK4612","EMC","FDTX","TSMY","LU0488056044.USD","LU0143863198.USD","LU0965508806.USD","LU2471134879.HKD","BK4532","LU2458330169.SGD","LU2089284900.SGD","LU2054465674.USD","LU2491050154.USD","SGXZ51526630.SGD","LU1316542783.SGD","CWI","LU0072462343.USD","LU1989764664.SGD","LU0965509010.AUD","LU2111349929.HKD","WUGI","LU1712237335.SGD","LU2106854487.HKD","LU2023250504.SGD","CGDG","LU0889565833.HKD","IE00BQXX3F31.USD","LU1989764748.USD","LU1917777945.USD","LU2237443622.USD","LU0882747503.HKD","BK4526","LU0056508442.USD","LU2294711713.HKD","BK4550","LU0094547139.USD","LU0861579265.USD","LU0264606111.USD","LU2041044095.USD","IE00BZ199S13.USD","LU2471134796.USD","LU0124676726.USD","LU1048588211.SGD","LU1868838027.USD","LU0359202008.SGD","LU1023057109.AUD","LU1974910355.USD","LU2860962120.EUR","LU0719512351.SGD","BK4581","LU2125154935.USD","BK4503","LU2247934214.USD","LU2471134952.CNY","BK4602","HK0000107257.USD","LU0642271901.SGD","UMMA","03145","AIQ","LU2360032135.SGD","IE00BFXG0V08.USD","LU2663582299.SGD","LU2357125470.USD","IE0004445239.USD","SGXZ81514606.USD","LU0541501648.USD","LU2125154778.USD","IE00B5TLWC47.USD","LU2063271972.USD","LU0109392836.USD","LU0823414551.USD","LU0353189680.USD","LU0965509283.SGD","LU0211328371.USD","BK4505","LU1868837722.USD","LU1211504680.USD","TEK","LU0082616367.USD","LU0345770308.USD","LU2543165471.USD","LU2250418816.HKD","CGGO","ASIA","LU2750360641.GBP","LU2133065610.SGD","MEMX","BK4512","LU0689626769.HKD","TINS","BK4591","LU2471134523.USD","BK4554","LU1323610961.USD","LU1934455863.HKD","LU0198837287.USD","LU0353189763.USD","LU0310799852.SGD","IE00BD6J9T35.USD","BK4534","AVEM","SPTE","LU0211327993.USD","LU2249611893.SGD","LU0359201612.USD","LU2491050071.SGD","CGNG","LU2360106780.USD","BK4548","LU2237443549.SGD","LU2211814178.USD","KNOW","LU0823421333.USD","LU1852331112.SGD","LU0572940350.SGD","LU0158827781.USD","EMM","SMH","LU2360108059.USD","AVXC","LU0889566641.SGD","SGXZ99366536.SGD","LU0345770993.USD","IE00BQXX3C00.GBP","LU1623119135.USD","TSMG","LU2491049909.HKD","TSMX","LU1282649067.USD","IE0004086264.USD","LU0878004406.USD","BK4527","LU1868837565.USD","LU2237443978.SGD","IE00B3M56506.USD","TSMU","IE00BYQQ9H92.USD","LU0572939691.SGD","ESIM","LU1282649810.SGD","LU2750360997.AUD","LU2211815571.USD","BLOX","LU0238689110.USD","STSM","LU2237443382.USD","TSM","CORO","LU2028103732.USD","IE00BHPRN162.USD","BK4141","LU1989772923.USD","LU2506951792.HKD","BK4533","LU2271345857.HKD","BK4605","TWSC","LU0316494557.USD","LU2087625088.SGD","CGIC","LU0359201885.HKD","LU2023251221.USD","LU0541502299.USD","LU1037948541.HKD","AVSE","LU2092937221.SGD","LU0158827948.USD","LU0175139822.USD","LU0143863784.USD","SPWO","BK4543","LU1037948897.HKD","LU1934455194.USD","IE00BKPKM429.USD","LU1803068979.SGD","LU2298321311.HKD","TSMZ","CHPX","LU0289960550.SGD","LU0384037296.USD","LU2458330243.SGD","LU1508157978.USD","LU1267930490.SGD","LU2089283258.USD","LU0323591593.USD","LU0792757196.USD","BAI","TTEQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673205100","title":"受人工智能芯片需求拉动，台积电9月销售额同比大幅飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=2673205100","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673205100?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 17:01","pubTimestamp":1791450060,"startTime":"0","endTime":"0","summary":"全球最大晶圆代工厂台积电公布，9 月营收为 5118.6 亿新台币，同比增长 54.6%，环比 8 月下滑 0.6%。公司第三季度营收约为 1.49 万亿新台币。在这份月度营收数据公布前，台积电股价收盘下跌 1.35%。英伟达、苹果均是台积电的客户。人工智能高端芯片需求爆发，台积电成为主要受益方。该设备是制造更先进芯片的核心技术，台积电由此与三星电子一道，成为这项新技术的采购客户。台积电定于下周正式公布第三季度完整财报。","market":"fut","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/usstock/c/2026-10-08/doc-iniupafi7737806.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2250418816.HKD","LU2089284900.SGD","LU0175139822.USD","IE00BZ199S13.USD","LU0541502299.USD","03145","LU2111349929.HKD","LU0965509010.AUD","LU2211815571.USD","CNEQ","BK4605","LU1934455863.HKD","LU0882747503.HKD","LU1282649810.SGD","SMH","IE00BFXG0V08.USD","TEK","LU0056508442.USD","LU0889565833.HKD","ESIM","LU2360108059.USD","BK4503","LU0689626769.HKD","LU2237443382.USD","IE0004445239.USD","IE0004086264.USD","TSMZ","BK4612","LU0143863784.USD","LU0345770308.USD","LU1868837565.USD","LU0238689110.USD","LU1989772840.SGD","MEMX","BK4554","LU0143863198.USD","LU0541501648.USD","KNOW","ASIA","LU2471134879.HKD","BK4527","LU1868837722.USD","TSM","LU2750360641.GBP","EMC","BK4533","BK4526","LU0323591593.USD","IE00B3M56506.USD","LU0878004406.USD","LU2458330169.SGD","LU1037948897.HKD","BK4602","LU0198837287.USD","LU0353189763.USD","LU0289960550.SGD","LU1048588211.SGD","LU2237443549.SGD","FDTX","LU2106854487.HKD","LU0124676726.USD","SGXZ51526630.SGD","HK0000107257.USD","LU2063271972.USD","IE0004091025.USD","LU0109392836.USD","BK4591","LU2211814178.USD","LU2471134523.USD","SGXZ99366536.SGD","BK4585","LU2125154935.USD","TSMX","LU2092937221.SGD","LU1934455194.USD","LU0719512351.SGD","LU2125154778.USD","CORO","LU0823414478.USD","LU1989772923.USD","LU2298321311.HKD","LU0642271901.SGD","AVXC","LU2133065610.SGD","TTEQ","IE00BYQQ9H92.USD","LU1037948541.HKD","LU0572939691.SGD","LU0353189680.USD","LU0861579265.USD","SPTE","BK4512","IE00B5TLWC47.USD","LU1323610961.USD","LU1623119135.USD","LU0211328371.USD","LU0488056044.USD","BK4505","BK4588","LU1508157978.USD","LU2294711713.HKD","LU0572940350.SGD","LU0211327993.USD","LU2360032135.SGD","LU2458330243.SGD","LU2860962120.EUR","LU2087625088.SGD","SG9999004220.SGD","LU2506951792.HKD","AVEM","LU2663582299.SGD","LU0792757196.USD","LU1917777945.USD","BK4548","BK4534","LU0348723411.USD","CHPX","LU1023057109.AUD","LU2041044095.USD","LU0878005551.USD","AVSE","TINS","IE00BQXX3D17.EUR","LU1267930813.SGD","LU1989764664.SGD","STSM","LU0384037296.USD","LU1712237335.SGD","LU0965509283.SGD","ADVE","LU2543165471.USD","WUGI","BAI","LU0094547139.USD","BK4141","BLOX","LU1989764748.USD","CGIC","LU2471134796.USD","LU2249611893.SGD","LU0310799852.SGD","LU0345770993.USD","TSMY","LU2471134952.CNY","LU0823421333.USD","CGGO","LU0965508806.USD","LU1316542783.SGD","LU0082616367.USD","LU0359201612.USD","LU2750360997.AUD","LU0316494557.USD","LU0158827781.USD","LU1211504680.USD","LU2271345857.HKD","IE00BD6J9T35.USD","LU1282649067.USD","TWSC","LU1868838027.USD","AIQ","IE00BQXX3C00.GBP","LU2023251221.USD","LU0359202008.SGD","LU2089283258.USD","LU0889566641.SGD","LU1803068979.SGD","LU2491050154.USD","LU1934455277.USD","CGDG","LU2247934214.USD","SGXZ81514606.USD","LU1267930490.SGD","BK4543","IE00BHPRN162.USD","IE00BQXX3F31.USD","LU2491050071.SGD","LU1974910355.USD","BK4581","TSMG","SPWO","LU0359201885.HKD","BK4550","LU1852331112.SGD","LU2237443622.USD","LU2023250504.SGD","LU0072462343.USD","LU0158827948.USD","LU2028103732.USD","CGNG","LU2357125470.USD","EMM","LU2237443978.SGD","UMMA","LU2491049909.HKD","LU0823421416.USD","IE00BKPKM429.USD","LU0965509101.SGD","LU2054465674.USD","LU0264606111.USD","BK4532","LU0823414551.USD","CWI","SG9999000418.SGD","LU2360106780.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673147027","title":"Counterpoint：26Q2全球晶圆代工2.0市场营收同比增长25%至966亿美元 先进封装成为关注焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2673147027","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673147027?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:43","pubTimestamp":1791448982,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据Counterpoint Research最新发布的晶圆代工供应追踪报告，2026年第二季度全球晶圆代工2.0市场营收同比增长25%、环比增长11%，达到966亿美元。Counterpoint Research 预计，台积电 2026年全年营收将增长约 43%。展望：后端产能与计算多元化将影响2026年下半年市场走势随着 AI 需求从 GPU 扩展至定制化 ASIC、服务器 CPU 和电源组件，Counterpoint Research 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前三季度营收同比增41.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2673102087","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673102087?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:35","pubTimestamp":1791448511,"startTime":"0","endTime":"0","summary":"分月度来看，台积电9月营收5118.6亿新台币，同比增长54.6%，较8月小幅下降0.6%。完整三季度财务报告及更新业绩指引将于10月15日对外公布；LSEG 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NPO 2031年VCSEL需求或至6.5亿颗","url":"https://stock-news.laohu8.com/highlight/detail?id=2673022174","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673022174?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:28","pubTimestamp":1791448103,"startTime":"0","endTime":"0","summary":"金吾财讯 | TrendForce集邦咨询发布《2027红外线感测与光通信市场趋势》报告，伴随数据中心Scale-Up垂直扩展网络传输需求快速增长，VCSEL NPO凭借低功耗、维护灵活、供应链成熟等优势受到行业关注。Lumentum（LITE）、古河电工、高意（COHR）、博通（AVGO）、艾迈斯欧司朗、海思等头部厂商均已布局相关研发。2027至2028年将迎来多款VCSEL NPO方案落地，叠加短距离光收发模块需求，预计2031年VCSEL市场需求量有望达6.5亿颗，2025-2031年复合增速38%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/MjU4MmU0MDcxNDc2ODE0Nzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MjU4MmU0MDcxNDc2ODE0Nzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306956","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":null,"symbols":["LU2237443622.USD","HK0000914686.HKD","IE00BQXX3D17.EUR","LU0097036916.USD","LU2265009873.SGD","LU2746668974.SGD","BK4157","IE0009356076.USD","LU0029864427.USD","IE00BZ9MQY76.HKD","LU1202635105.USD","LU0444973449.USD","LU0784385170.HKD","LU2023250330.USD","LU1935043452.HKD","LU2211814178.USD","IE00BJLML261.HKD","LU2237443465.HKD","LU0511384066.AUD","LU0106261372.USD","LITU","LU0061475181.USD","IE00BQXX3F31.USD","ESLG","LU2272731782.SGD","IE00BGHQDM52.EUR","LU1323610961.USD","LU2023251221.USD","SOXQ","LU1670628061.USD","LU0949170772.SGD","LU0957791311.USD","LU1992135399.USD","LU2065171402.SGD","CIBR","LU0256863902.USD","IE0004445015.USD","LU2543165471.USD","LU1645745479.HKD","LU1815333072.USD","LU2487616109.SGD","LU1814569148.SGD","LU2023250504.SGD","IE00BFSS7M15.SGD","LU2403377893.USD","LU0345768153.USD","LU2095319765.USD","LU1069344957.HKD","LU0070217475.USD","LU1670710588.SGD","LU2361044865.SGD","LU2750360997.AUD","IE00B3PB1722.GBP","LU1670627923.USD","LU0964807845.USD","LU2242650005.HKD","LU2322448791.USD","LU0133085943.USD","LU1400636574.HKD","LU0225283273.USD","LU0082616367.USD","IE00BZ1G4Q59.USD","LU2602419157.SGD","IE00B1BXHZ80.USD","LU0256863811.USD","LU1003077747.HKD","LU2463028550.USD","LU0466842654.USD","LU0081259029.USD","LU2430703251.USD","COHQ","LU2237443549.SGD","LU0784385840.USD","LU2896262040.SGD","LU0942090050.USD","LU1267930490.SGD","SOXX","LU0314104364.USD","LU0106261612.USD","LU1551013342.USD","HAKY","BK4598","LU1242518931.SGD","LU1066053197.SGD","IE00B42XCP33.USD","IE00BJJMRX11.SGD","LU0069063385.USD","IE00B19Z4B17.USD","LU0238689110.USD","LU2271345857.HKD","LU2065169927.USD","TRFK","IE00B4JS1V06.HKD","LITZ","CHAT","LU0234570918.USD","IE00BMCWC346.EUR","LU0345769128.USD","LUMA","LU2471134952.CNY","IE00BLSP4452.SGD","LU0672654240.SGD","IE00BFSS8Q28.SGD","LU2211815571.USD","BAI","IE00BJTD4N35.SGD","LU2237443895.HKD","LU2244417387.USD","BK4020","SGXZ99366536.SGD","LU1064131342.USD","LU2168564222.USD","LU0553294199.USD","LU2065170008.USD","LAZR","SG9999004303.SGD","LU2357305700.SGD","LU0820561909.HKD","BK4581","LU1988902786.USD","CGBL","LU2168564065.EUR","LU1674673428.USD","IE00B19Z9Z06.USD","LU0079474960.USD","LU0912757837.SGD","LU0266013472.USD","LU1267930730.SGD","SG9999015978.USD","LU0353189763.USD","AVGU","LU0215105999.USD","LU1244550577.SGD","LU1979441026.SGD","SG9999001424.SGD","LU0154236417.USD","LU1923622614.USD","LU1917777945.USD","SGXZ81514606.USD","LU0198837287.USD","LU2505996681.GBP","LU1037948541.HKD","LU0316494557.USD","LU1935043023.USD","LU0096364046.USD","LU2249611893.SGD","LU0323591593.USD","BK4566","LU0642271901.SGD","LU0096362180.USD","LU2168564149.EUR","LU1642822529.SGD","COHH","LU1951198990.SGD","LU1934455194.USD","LU2471134523.USD","SG9999003800.SGD","AVGG","IE00B66KJ199.SGD","LU0323239441.USD","LU0158827781.USD","SG9999015945.SGD","LU1035775433.USD","IE00B7KXQ091.USD","LU1720051108.HKD","LU2272731865.HKD","LU0012050646.USD","SHOC","FTEC","LU0320765646.SGD","LU0289961442.SGD","LU1804176565.USD","AVGW","LU1989772923.USD","LU0708994859.HKD","LU0965509101.SGD","LU2272731600.USD","SMHX","LU0784383803.USD","LU1935042991.SGD","LU2860962120.EUR","BK4551","LU2360032135.SGD","LITE","LU0868494617.USD","BK4612","IE00BGHQF631.EUR","LITC","IE00BMPRXR70.SGD","LU0240877869.USD","LU1923623000.USD","LU1868837300.USD","LU2125154778.USD","LU1670710661.SGD","IE0001KFT4U8.USD","LU0203202063.USD","LU0211328371.USD","LU1914381329.SGD","LU0738911758.USD","XLK","LU0784384876.USD","ARTY","COHC","LU0868494708.USD","LU2237443382.USD","LU0683600562.USD","IE00BYV24P56.USD","LU1066051498.USD","LU2931357623.SGD","IE00BKDWB100.SGD","LU1162221912.USD","AVGO","SG9999002232.USD","LITG","LU2237957811.SGD","LU2355687059.USD","LU0143551892.USD","LU0354030438.USD","LU0274383776.USD","LU2462591277.SGD","LU2360106780.USD","LU2756315664.SGD","LU0949170426.SGD","LU2125154935.USD","LU0708995401.HKD","LU0251132253.USD","LU0205193047.USD","LU1934455277.USD","IE00B894F039.SGD","LU2471134796.USD","LU1868836757.USD","LU1301847155.USD","LU2347655156.SGD","LU0308772762.SGD","LU2471134879.HKD","LU2506951792.HKD","LU2999663052.SGD","HK0000914660.USD","IE00BKVL7J92.USD","VGT","LU0203201768.USD","LU2462157665.USD","LU2108987350.USD","LU1551013425.SGD","IE00BK4W5L77.USD","LU2247934214.USD","LU0124676726.USD","LU1623119135.USD","LU0417517546.SGD","IETC","LU0787776722.HKD","LU1629891620.HKD","LU0444971666.USD","LU2462591350.SGD","LU2210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| 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款","url":"https://stock-news.laohu8.com/highlight/detail?id=1157379625","media":"老虎资讯综合","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157379625?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:03","pubTimestamp":1791446602,"startTime":"0","endTime":"0","summary":"光通信概念股普跌，Applied Optoelectronics、Coherent跌超3%，Ciena科技、康宁、Lumentum、Astera Labs、Fabrinet、Credo跌超2%；半导体板块普跌，迈威尔科技、ARM跌超2%，AMD、台积电，博通、英特尔、阿斯麦跌超1%；Wolfspeed涨近14%，该公司宣布获美国防部最高15亿美元贷款；Applied Digital涨近4%，Q1营收同比增长322%，超市场预期；Resources Connection跌超12%，Q1营收不及预期，亏损同比扩大；李维斯跌超1%，Q3营收16.1亿美元，不及市场预期。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BZ199S13.USD","LU1815336760.USD","IE0034235303.USD","IE0004445015.USD","IE00BFMHRM44.USD","IE00BJJMRX11.SGD","LU2023250504.SGD","LU2023251221.USD","LU0787776722.HKD","MNRS","TSMX","LU1935042991.SGD","CRDO","HK0000107257.USD","LU1303367103.USD","SGXZ51526630.SGD","LU1989764664.SGD","BK4608","CWI","SGXZ99366536.SGD","LU0323591593.USD","LU2491050071.SGD","IE00B3S45H60.SGD","LU2148611432.USD","03165","BK4602","EFA","LU2458330243.SGD","IE00B19Z9Z06.USD","LU1069344957.HKD","TSMG","IE00B3M56506.USD","AVGO","LU2279689827.SGD","LU0056508442.USD","LU0174119429.USD","CGNG","LU1951200564.SGD","LU0096364046.USD","LU1282649067.USD","LU2237438978.USD","IE0004091025.USD","LU2357305700.SGD","IE00BMPRXR70.SGD","LU0823414478.USD","LU0154236417.USD","LU2361044865.SGD","CIEG","LU0154245756.USD","LU2168564065.EUR","BK4566","LU1169590202.USD","LU2420271590.USD","AVGU","IE00BJJMRY28.SGD","LU2237443978.SGD","LU0149725797.USD","IE00B5949003.HKD","LU2272731782.SGD","LU2463028550.USD","LU2954938101.SGD","LU2244417387.USD","IE00B1BXHZ80.USD","SPWO","LU2237957902.USD","LU2487616109.SGD","SG9999011175.SGD","LU0081259029.USD","LU2106854487.HKD","LU1064131342.USD","LU0082616367.USD","LU0310799852.SGD","LU1868838027.USD","LU2491049909.HKD","LU1778281490.HKD","IE00BBT3K403.USD","IFLR","IE00B42XCP33.USD","SG9999015978.USD","BK4116","LU1267930730.SGD","LU1815333072.USD","SHOC","LU1316542783.SGD","LU2087625088.SGD","IE00BVYPNP33.GBP","LU0488056044.USD","LU0572939691.SGD","LU2430703178.SGD","LU0210528500.USD","LU2065171311.SGD","IE00BYV24P56.USD","LU0240878834.USD","LU0256863811.USD","LU0321505439.SGD","LU1023057109.AUD","LU0708995401.HKD","LU1670711123.USD","LU1923622614.USD","GLWG","LU0310800379.SGD","TTXU","AVGX","LU0097036916.USD","BK4529","LU0965508806.USD","AMUU","HK0000304805.HKD","QQQA","LU2433249047.HKD","LU0094547139.USD","LU1066051498.USD","CIEN","LU0203345920.USD","LU0820561909.HKD","LU1301847155.USD","LU0061475181.USD","LU1868837565.USD","CORO","LU2637965513.SGD","PSI","SG9999004303.SGD","SG9999002232.USD","LU1880398471.USD","LU1674673691.USD","LU0266013472.USD","LU2125909247.SGD","TINS","LU1066053197.SGD","LU2089985449.USD","LU2471134952.CNY","LU0572940350.SGD","LU1670710588.SGD","LU2290526834.HKD","LU2211814178.USD","LYTE","LU2237443622.USD","BK4141","TDIV","AMD","LU2065171402.SGD","LU1244550221.USD","LU2360108059.USD","LU0792757196.USD","VGT","IE00BMPRXQ63.HKD","IE00BKPKM429.USD","LU1670756490.USD","GAMR","LU0384037296.USD","FFGX","LU2168564222.USD","AIS","IE00BLSP4239.USD","LU0353189763.USD","LU1267930573.SGD","LU2355687059.USD","LU0878005551.USD","LU0784384876.USD","LU1861558580.USD","NULC","LU0444971666.USD","LU0511384066.AUD","IE00BN8TJ469.HKD","LU2210149790.SGD","ESIM","IE00BJTD4V19.USD","INTW","LU1880398554.USD","AMDC","WISE","LU1670628061.USD","AVL","CHAT","LU0061474960.USD","IE00BWXC8680.SGD","LU0029864427.USD","LU0964807845.USD","IE00BD6J9T35.USD","LU0210533765.USD","LU0210536198.USD","LU0084288322.USD","LU1814569148.SGD","HK0000304797.USD","LU0359202008.SGD","ASMH","LU0724617625.USD","LU1803068623.USD","BK4591","LU2360106780.USD","LU1934455277.USD","HK0000532082.HKD","LU2237443382.USD","LU2473716301.USD","LU1823568750.SGD","LU2237443549.SGD","IE00BKDWB100.SGD","LU2860962120.EUR","BK7095","LU2125154778.USD","LU2236285917.USD","ASMZ","LU2505996509.AUD","AAOG","LU2265009873.SGD","LU0823421333.USD","IE00B19Z8X17.USD","LU2720916845.USD","LU0289960550.SGD","BK4527","LU0708994859.HKD","BK4588","IE00BFXG0V08.USD","LU0823434740.USD","LU0965509010.AUD","LU0689626769.HKD","LU1720051017.SGD","LU2506951792.HKD","LU1267930490.SGD","LU1366192091.USD","FENI","HBMX","LU0859254822.USD","IE0009356076.USD","BK4145","LU2089284900.SGD","AVS","FTXL","IE000MB6IJN5.SGD","LU0541502299.USD","JGRO","LU0080751232.USD","LU0823434583.USD","BK4148","LU1162221912.USD","LU1119994496.HKD","IE00B19Z8W00.USD","SOXX","LU2023250843.SGD","LU1400636657.SGD","IE000M9KFDE8.USD","LU1037948541.HKD","IE00B5TLWC47.USD","SG9999015986.USD","BK4581","LU1861220033.SGD","LU2322448957.HKD","LU0788109477.HKD","LU0069063385.USD","COHC","TEK","LU0203201768.USD","LU0353189680.USD","LU1691799644.USD","LU2663582299.SGD","SPTE","COHQ","BK4551","IE00BQXX3F31.USD","LU0476273544.USD","TRFK","LU2063271972.USD","LU0170899867.USD","IE00BK4W5M84.HKD","IE00B775SV38.USD","LU2471134523.USD","LABX","LU1242518931.SGD","LU0251142724.SGD","LU1244550494.USD","LU1979441026.SGD","LU1732799900.SGD","LU2242650005.HKD",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Duo曾计划配16GB内存！成本太高苹果扛不住：最终砍至12GB","url":"https://stock-news.laohu8.com/highlight/detail?id=2673022856","media":"快科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673022856?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 15:53","pubTimestamp":1791445987,"startTime":"0","endTime":"0","summary":"快科技10月8日消息，据海外报道，苹果在开发iPhone 18 Pro系列及首款折叠屏手机iPhone Duo时曾考虑配备16GB内存，但最终将容量调整为12GB。Xcode 27的数据已经确认，iPhone 18 Pro和Pro Max均配备12GB RAM，与上一代iPhone 17 Pro保持一致，这一代没有进行内存升级。iPhone Duo虽然暂无直接确认，但由于该机与Pro系列采用同款A20 Pro芯片，供应链信息也显示其搭载12GB内存模组，预计同样为12GB。iPhone 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