美股详情

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文艺复兴科技持仓

3,099.04

-1.6208-0.05%

涨家数：44

跌家数：50

平家数：2

市盈率：- -

高：3,112.09

开：3,100.61

低：3,091.64

收：3,100.66

成交量：6.40亿

成交额：1,485.16亿

市值：33.81万亿

流通市值：31.85万亿

数据加载中...

总览新闻资讯

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

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

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

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

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%

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

Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战

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

美股中概股盘前多数下跌，蔚来跌1%

iPhone Duo曾计划配16GB内存！成本太高苹果扛不住：最终砍至12GB

巴克莱下调奈飞目标价至70美元

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

贝索斯首次明确蓝色起源上市时间表：已融资100亿美元、估值最高1400亿美元，IPO仍需数年

环球市场播报

亚马逊再裁员近千人：零售业务持续收缩岗位，AI部门却开始重新招聘被裁员工

环球市场播报

英伟达支持的AI数据中心公司Firmus上市遇阻：拟募资55亿美元，投资者热情降温，股东股价一度暴跌30%

环球市场播报

别再用消费级周期看美光(MU.US)！AI正改写NAND逻辑，企业级SSD已接管定价权

贝索斯首次明确表态：蓝色起源或将数年内IPO

估值至少达400亿美元！Alphabet旗下AI 药物研发公司Isomorphic Labs正就融资进行谈判

华尔街见闻

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

巨头大换血！亚马逊不到一年裁员超3万：省下的钱全砸AI

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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 预计，2026年下半年晶圆代工2.0市场将保持两位数同比增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1504614.html","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":"stock_zhitongcaijing","symbols":["LU2211814178.USD","LEGR","LU0264606111.USD","KNOW","ASIA","LU0082616367.USD","LU0097036916.USD","LU0345770993.USD","LU0823414478.USD","LU0488056044.USD","CGDG","BK4612","LU1989772923.USD","LU2133065610.SGD","FTXL","LU0965509283.SGD","LU2471134879.HKD","LU0094547139.USD","LU1712237335.SGD","SOXX","TSMY","BK4527","CHPX","LU2148510915.USD","LU2506951792.HKD","LU0348723411.USD","AVXC","SG9999000418.SGD","TTEQ","LU0882747503.HKD","LU0345770308.USD","LINT","LU2089284900.SGD","LU2360108059.USD","LU0742534661.SGD","TSMX","TEK","IE00BFXG0V08.USD","LU2125154935.USD","LU1211504680.USD","LU2125154778.USD","BK0214","LU0321505439.SGD","SGXZ49509284.SGD","LU0642271901.SGD","LU2360106780.USD","LU1803068979.SGD","LU1316542783.SGD","BK4515","BK4526","ADVE","LU0198837287.USD","LU0878004406.USD","LU2247934214.USD","LU0353189680.USD","LU0541502299.USD","CHPS","BK4588","LU1989772840.SGD","LU1037948897.HKD","LU2244417387.USD","LU2471134523.USD","LU0143863784.USD","LU2023251221.USD","BAI","LU2543165471.USD","LU2860962120.EUR","LU2663582299.SGD","EMM","LU0823421416.USD","LU0878005551.USD","LU1852331112.SGD","LU1037948541.HKD","QQQA","IE00B5TLWC47.USD","SG9999004220.SGD","SGXZ81163826.USD","LU0889565833.HKD","XNTK","CORO","BK4591","LU1023057109.AUD","LU1868837565.USD","LU0541501648.USD","DRIV","LU1048588211.SGD","IE00B3M56506.USD","IE00BZ199S13.USD","SPWO","LU2458330169.SGD","LU0792757196.USD","TSM","IE000SO60NU8.SGD","688981","LU0149725797.USD","BK4533","BK4534","IE000WAW04H5.SGD","SGXZ81514606.USD","BK4543","03145","TSMU","IE00BQXX3C00.GBP","LU2089283258.USD","LU2764263039.SGD","LU2491050071.SGD","LU2458330243.SGD","STSM","LU0310799852.SGD","LU0359202008.SGD","LU0187121727.USD","LU2360032135.SGD","LU2931357623.SGD","LU0158827948.USD","LU0175139822.USD","LU1917777945.USD","LU2087625088.SGD","LU2750360997.AUD","LU0384037296.USD","LU0158827781.USD","LU0859254822.USD","LU0353189763.USD","LU0965509101.SGD","LU2028103732.USD","LU2106854487.HKD","AVSE","LU2237443549.SGD","IE00BD6J9T35.USD","TWSC","LU2294711713.HKD","LU2750360641.GBP","IE000F7OJYX1.SGD","IE00BQXX3D17.EUR","SINTCmain","IE0004445239.USD","IE0004091025.USD","LU1989764748.USD","SGXZ51526630.SGD","BK4548","LU2271345857.HKD","SPTE","LU1323610961.USD","LU2250418816.HKD","LU0823414551.USD","LU0359201612.USD","BK4503","LU0719512351.SGD","LU2471134796.USD","IE00BKPKM429.USD","LU0823421333.USD","LU0072462343.USD","INTW","LU0154236417.USD","LU1934455194.USD","LU2023250504.SGD","WUGI","LU2764262908.HKD","LU2491049909.HKD","LU1623119135.USD","LU2092937221.SGD","BK4585","EMC","LU2298321311.HKD","FDTX","IE00BHPRN162.USD","AIQ","IE0000B7K699.USD","AVEM","INYY","LU0289960550.SGD","LU1934455277.USD","UMMA","LU0143863198.USD","LU0251142724.SGD","LU0572939691.SGD","LU2148611432.USD","CGIC","BK4579","LU0274383776.USD","LU1267930490.SGD","LU0889566641.SGD","LU1282649810.SGD","LU2249611893.SGD","LU1064131003.USD","00981","LU0211328371.USD","IE00BQXX3F31.USD","LU0359201885.HKD","BK4512","LU0965509010.AUD","04335","LU2237443978.SGD","BK4581","LU2111349929.HKD","LU0323591593.USD","TSMG","BK4602","LU0572940350.SGD","BK4605","AIS","BK4554","INTC","LU0965508806.USD","LU2054465674.USD","LU0056508442.USD","BK4529","LU0124676726.USD","LU2237443382.USD","TINS","MEMX","CGGO","LU1508157978.USD","HK0000304797.USD","LU0109392836.USD","LU2211815571.USD","LU0238689110.USD","ESIM","BK4535","LU1282649067.USD","INT","IE000MB6IJN5.SGD","LU2491050154.USD","LU0251131958.USD","LU2720916845.USD","LU0861579265.USD","LU2471134952.CNY","LU0048573561.USD","IE00BYQQ9H92.USD","IE000BZT7R73.USD","LU1868837722.USD","SGXZ99366536.SGD","HK0000107257.USD","ASX","LU1868838027.USD","CGNG","IE000M9KFDE8.USD","LU1934455863.HKD","LU2237443622.USD","LU0689626769.HKD","LU1974910355.USD","LU2357627491.SGD","BK4505","LU2089985449.USD","HK0000304805.HKD","LU0211327993.USD","BK4141","CNEQ","LU2041044095.USD","IE0004086264.USD","SMH","LU0081259029.USD","LU0316494557.USD","CWI","LU1989764664.SGD","LU2357125470.USD","LU2764263203.CNY","LU1267930813.SGD","BK4550","LU0321505868.SGD","BLOX","LU2063271972.USD","TSMZ","LU1064130708.USD","BK4532","BK4575"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673102087","title":"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%","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 SmartEstimate市场预期其第三季度净利润7408亿新台币，同比增长64%。2026年前九个月，台积电累计营收3.90万亿新台币，同比增长41.1%，AI加速器、数据中心先进芯片需求保持强劲。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZWE1ODViOTJlYWU0Yzg0YTU1MDJhZDdhZjY5ZjlmNDM0MDU5MzAwNzIw.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZWE1ODViOTJlYWU0Yzg0YTU1MDJhZDdhZjY5ZjlmNDM0MDU5MzAwNzIw.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306958","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":null,"symbols":["AVEM","LU0158827781.USD","LU1508157978.USD","LU1267930813.SGD","TSMY","LU1934455277.USD","LU1316542783.SGD","CGDG","LU2237443549.SGD","EMC","TTEQ","IE00BKPKM429.USD","LU2023250504.SGD","LU2294711713.HKD","TSMU","CNEQ","LU0143863784.USD","LU0889566641.SGD","WUGI","TWSC","LU1803068979.SGD","IE00B5TLWC47.USD","SG9999004220.SGD","LU0345770993.USD","LU1989764748.USD","LU1037948897.HKD","BK4591","LU0965509010.AUD","LU1623119135.USD","LU0124676726.USD","LU0889565833.HKD","IE00BFXG0V08.USD","AIQ","LU0965509101.SGD","LU2106854487.HKD","LU0056508442.USD","LU2458330169.SGD","BK4550","UMMA","LU0861579265.USD","LU2125154935.USD","LU2491049909.HKD","BK4532","LU2357125470.USD","SPTE","LU2506951792.HKD","AVSE","IE00BQXX3D17.EUR","SGXZ81514606.USD","IE00BQXX3F31.USD","CWI","LU0082616367.USD","LU0175139822.USD","TINS","LU1917777945.USD","LU0823421416.USD","BK4141","LU0353189763.USD","BK4503","LU0792757196.USD","LU0572940350.SGD","LU2211815571.USD","LU1712237335.SGD","LU1048588211.SGD","BK4612","LU2237443978.SGD","AVXC","LU2491050071.SGD","LU0965508806.USD","LU2360108059.USD","LU1989764664.SGD","LU0965509283.SGD","LU0541501648.USD","BK4581","BK4605","LU0143863198.USD","LU2041044095.USD","LU2471134952.CNY","LU1868837722.USD","LU0238689110.USD","LU1989772840.SGD","BLOX","BK4548","LU2298321311.HKD","LU0345770308.USD","LU2237443622.USD","LU0384037296.USD","LU2750360997.AUD","BK4512","LU0289960550.SGD","LU0359201612.USD","LU0359202008.SGD","BK4602","CORO","CGGO","LU2211814178.USD","IE00BQXX3C00.GBP","LU2543165471.USD","LU0572939691.SGD","LU1852331112.SGD","SMH","CGNG","MEMX","LU1282649067.USD","LU2250418816.HKD","IE0004086264.USD","ESIM","IE00BD6J9T35.USD","LU2063271972.USD","LU2663582299.SGD","SGXZ51526630.SGD","LU1934455194.USD","ADVE","LU2471134523.USD","LU0878004406.USD","LU2111349929.HKD","LU2054465674.USD","03145","LU0878005551.USD","LU2028103732.USD","BK4534","IE00BHPRN162.USD","LU0353189680.USD","BK4533","SGXZ99366536.SGD","BAI","SPWO","BK4585","BK4526","BK4505","LU2860962120.EUR","LU0719512351.SGD","BK4543","LU0882747503.HKD","LU2133065610.SGD","LU2092937221.SGD","LU2125154778.USD","LU0109392836.USD","LU1323610961.USD","LU1868838027.USD","IE0004091025.USD","EMM","LU0348723411.USD","TSM","LU1267930490.SGD","LU0211327993.USD","BK4554","LU2237443382.USD","LU0823414478.USD","FDTX","LU2089283258.USD","LU0094547139.USD","LU1974910355.USD","STSM","LU2360032135.SGD","SG9999000418.SGD","IE00B3M56506.USD","BK4588","LU1868837565.USD","LU1934455863.HKD","LU2471134796.USD","LU0072462343.USD","CGIC","LU2247934214.USD","LU2271345857.HKD","LU2360106780.USD","TEK","LU2750360641.GBP","CHPX","KNOW","LU0310799852.SGD","TSMG","HK0000107257.USD","LU0823421333.USD","LU1989772923.USD","LU0359201885.HKD","LU2089284900.SGD","LU2458330243.SGD","LU0316494557.USD","LU0158827948.USD","LU1023057109.AUD","IE00BZ199S13.USD","BK4527","IE00BYQQ9H92.USD","LU0488056044.USD","LU2471134879.HKD","LU0198837287.USD","LU0264606111.USD","LU1211504680.USD","LU2023251221.USD","LU1282649810.SGD","ASIA","LU2491050154.USD","LU2249611893.SGD","LU0823414551.USD","LU1037948541.HKD","LU2087625088.SGD","LU0541502299.USD","TSMX","TSMZ","IE0004445239.USD","LU0211328371.USD","LU0689626769.HKD","LU0642271901.SGD","LU0323591593.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673022481","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2673022481","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673022481?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:18","pubTimestamp":1791447490,"startTime":"0","endTime":"0","summary":"金吾财讯 | 花旗（C）分析师发布研报称，受益于旺盛的AI算力需求、AI智能体增长潜力以及共封装光学（CPO）产业周期，台积电（TSM）营收增速有望在2027年前维持40%以上。英伟达（NVDA）、AMD（AMD）、博通（AVGO）等主要AI芯片客户业务增长提速，或将推动台积电明年AI相关营收接近翻倍，市场大概率继续上调公司盈利预期。花旗预计，向好的营收前景将带动台积电资本开支继续抬升，2027年、2028年资本支出分别可达810亿美元、900亿美元。机构维持台积电“买入”评级，目标价由3800新台币上调至4000新台币。","market":"other","thumbnail":"https://static.szfiu.com/news/20210625/OTU2NGE4NGJmZTIzZDc2N2YxYmJkM2MyMjUzODQzOTQ1NzY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OTU2NGE4NGJmZTIzZDc2N2YxYmJkM2MyMjUzODQzOTQ1NzY=.jpg"],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306954","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":null,"symbols":["LU2023250504.SGD","LU1934455277.USD","LU2023251221.USD","BK4588","LU2111349929.HKD","AVEM","LU2237443549.SGD","SGXZ81514606.USD","BK4602","TWSC","TTEQ","LU0488056044.USD","LU2860962120.EUR","BK4527","LU0823414478.USD","LU0965509283.SGD","UMMA","BK4503","BAI","CGGO","LU2063271972.USD","LU2360032135.SGD","LU2250418816.HKD","STSM","TSMY","LU2271345857.HKD","LU2211815571.USD","LU0348723411.USD","LU2458330243.SGD","LU1282649067.USD","SPTE","LU1989772840.SGD","IE00BZ199S13.USD","LU2360106780.USD","TSMZ","LU0124676726.USD","LU0965508806.USD","LU0264606111.USD","CHPX","LU2298321311.HKD","LU0238689110.USD","SGXZ99366536.SGD","LU2471134796.USD","LU1323610961.USD","LU0642271901.SGD","LU2237443382.USD","TSMG","IE00BKPKM429.USD","LU2089283258.USD","LU2054465674.USD","LU0719512351.SGD","03145","FDTX","LU0878005551.USD","LU0572939691.SGD","LU0882747503.HKD","LU1037948897.HKD","IE00BQXX3F31.USD","BK4532","SMH","LU2543165471.USD","LU0359202008.SGD","HK0000107257.USD","LU2491050071.SGD","LU0541501648.USD","LU0345770993.USD","LU1934455194.USD","LU2211814178.USD","IE0004086264.USD","IE00BYQQ9H92.USD","LU2133065610.SGD","TEK","IE00BQXX3D17.EUR","LU2294711713.HKD","LU0792757196.USD","LU2249611893.SGD","LU0689626769.HKD","LU0965509010.AUD","LU0143863198.USD","CGNG","LU2360108059.USD","IE0004091025.USD","LU1974910355.USD","BK4550","BK4533","LU2471134523.USD","SGXZ51526630.SGD","LU0965509101.SGD","LU1048588211.SGD","BK4581","LU1282649810.SGD","BK4512","LU2506951792.HKD","WUGI","IE00BD6J9T35.USD","LU1989772923.USD","LU0109392836.USD","LU0158827948.USD","LU1712237335.SGD","BK4505","BK4526","LU0861579265.USD","LU1508157978.USD","LU2028103732.USD","SPWO","LU0175139822.USD","LU0345770308.USD","LU0823421333.USD","LU0211327993.USD","LU0889566641.SGD","LU0211328371.USD","LU1267930490.SGD","CGDG","LU0889565833.HKD","BK4591","IE00B5TLWC47.USD","LU0056508442.USD","TSMX","LU1868837722.USD","BK4585","BK4612","BLOX","LU1868838027.USD","LU2357125470.USD","TINS","LU1623119135.USD","LU2087625088.SGD","LU0316494557.USD","LU2092937221.SGD","LU2041044095.USD","LU2125154935.USD","LU0353189680.USD","LU1989764748.USD","LU1037948541.HKD","CNEQ","LU1023057109.AUD","LU2089284900.SGD","LU1989764664.SGD","LU1934455863.HKD","BK4554","TSMU","LU0541502299.USD","LU0143863784.USD","AVXC","MEMX","LU0823414551.USD","LU2491049909.HKD","LU1267930813.SGD","LU0359201612.USD","LU1803068979.SGD","EMC","LU0323591593.USD","LU2125154778.USD","KNOW","LU1868837565.USD","BK4543","LU0198837287.USD","CORO","EMM","LU2471134952.CNY","IE0004445239.USD","LU1211504680.USD","SG9999000418.SGD","IE00BFXG0V08.USD","BK4141","LU0094547139.USD","AIQ","LU2663582299.SGD","AVSE","LU2750360997.AUD","LU1316542783.SGD","ASIA","IE00BHPRN162.USD","LU0359201885.HKD","LU2106854487.HKD","IE00B3M56506.USD","LU0384037296.USD","LU2471134879.HKD","SG9999004220.SGD","TSM","LU2237443978.SGD","LU1917777945.USD","LU2750360641.GBP","LU0353189763.USD","LU0823421416.USD","LU1852331112.SGD","LU2237443622.USD","LU0878004406.USD","LU2491050154.USD","LU0082616367.USD","LU2247934214.USD","ADVE","LU0289960550.SGD","IE00BQXX3C00.GBP","BK4534","BK4605","LU0310799852.SGD","ESIM","BK4548","CGIC","LU0572940350.SGD","LU0072462343.USD","LU2458330169.SGD","LU0158827781.USD","CWI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673201700","title":"Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战","url":"https://stock-news.laohu8.com/highlight/detail?id=2673201700","media":"爱范儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673201700?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:14","pubTimestamp":1791447251,"startTime":"0","endTime":"0","summary":"今天凌晨，微软 CEO Satya Nadella、Windows + 设备执行副总裁 Pavan Davuluri，以及英伟达 CEO 黄仁勋同台，带来了这场围绕 Windows 和 Surface 的特别发布会。所谓的 Windows AI 助手大多数时候就是一个常规的 AI 入口，用户就像打开一个 App 一样，输入问题，等待回答。很多时候，甚至还没有单独的 Codex 好用，更不用说和整个 Windows 系统联动的 AI。微软开始把 Windows 变成一个在本地和云端之间调度 AI Agent 的平台，而 Surface Laptop Ultra 就是这套方案的硬件样板。面向更高端的工作负载，微软宣布 DGX Station for 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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 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Duo国行起售价15999元，将于10月16日开启预售、10月23日正式发售。","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://tech.ifeng.com/c/8x2VwtBMTAo","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0957791311.USD","LU1935043023.USD","LU0823421416.USD","LU0256863811.USD","IE00B19Z3581.USD","LU1400636574.HKD","LU2361044949.HKD","LU1989772840.SGD","LU2860962120.EUR","LU2065171402.SGD","LU0823417653.USD","LU1720051017.SGD","LU1935042991.SGD","LU0642271901.SGD","BK4581","LU1935042215.USD","LU1496350502.SGD","LU1242518931.SGD","LU0234570918.USD","IXN","LU1035775433.USD","LU1989771016.USD","LU0234572021.USD","IE000Q6AESB8.SGD","LU1815336760.USD","LU0640476718.USD","AAPU","LU2097344357.USD","LU0061475181.USD","LU1804176565.USD","LU2047632596.USD","HK0000914686.HKD","IE00B19Z9505.USD","IE00BJJMRY28.SGD","LU2357305700.SGD","LU1732800096.USD","LU2242649171.HKD","LU2092937148.SGD","LU2403377893.USD","LU0345768740.USD","LU2168564065.EUR","LU2168563687.JPY","LU0528227936.USD","LU2637965513.SGD","IE000ITXATA3.USD","LU0795875086.SGD","LU2361045086.USD","LU0444973449.USD","LU1267930573.SGD","LU1670756490.USD","LU0080751232.USD","BK4527","LU0557290698.USD","LU1935043536.SGD","LU0203202063.USD","IE00B4YYXB79.USD","LU2452424414.USD","LU1839511570.USD","BK4566","LU0174119429.USD","LU2506951875.HKD","LU1206712785.SGD","IE00BJTD4V19.USD","LU0788109477.HKD","IE00BQXX3D17.EUR","LU0353189763.USD","IE00BFSS7M15.SGD","LU0708994859.HKD","LU1116320737.USD","LU2458330169.SGD","LU1366192091.USD","LU0265550946.USD","SG9999015986.USD","LU1232071149.USD","BK4575","IE0004086264.USD","LU0672654240.SGD","AAPB","LU2265009873.SGD","BK4553","JGRO","LU1868836914.USD","LU0912757837.SGD","IE00BWXC8680.SGD","LU1144417596.USD","LU0154236417.USD","LU1066051498.USD","LU1244550494.USD","HK0000914660.USD","LU1548497426.USD","BK4507","SG9999000418.SGD","LU0048584097.USD","LU2097344431.USD","LU2023250504.SGD","LU0096364046.USD","LU1989772923.USD","LU0726765562.USD","LU0170899867.USD","IE000SO60NU8.SGD","IE00B19Z8X17.USD","IE0002270589.USD","LU0127658192.USD","BK4579","LU2237443549.SGD","LU2237438978.USD","IE00BZ1G4Q59.USD","LU2168564222.USD","LU2506951958.HKD","LU1868836757.USD","LU2089284900.SGD","LU1066051811.HKD","LU1791710400.SGD","LU0719512351.SGD","LU2237443895.HKD","LU1934455863.HKD","IE0000B7K699.USD","LU2237443978.SGD","LU1280957306.USD","LU2458330243.SGD","IE00BDRTCR15.USD","SGXZ80539844.SGD","LU2100268510.USD","LU2089283258.USD","LU2054465674.USD","LU2168564149.EUR","LU1551013342.USD","LU1145028129.USD","BK4588","IE00BQXX3F31.USD","APLY","BK4585","LU1645745479.HKD","HK0000320264.USD","LU2083900584.USD","LU0456855351.SGD","LU2756315664.SGD","LU2213496289.HKD","SG9999014567.USD","LU1202635105.USD","LU0784383803.USD","LU2552382215.SGD","HK0000532082.HKD","BK4533","LU2168564495.EUR","LU0784385840.USD","LU1244550221.USD","LU0082616367.USD","LU0820562030.AUD","LU2430703251.USD","IE00B1XK9C88.USD","LU0942090050.USD","LU2462157665.USD","IE0034235303.USD","LU0345770993.USD","LU0965508806.USD","BK4505","AAPE","SPTE","LU2360106780.USD","LU1267930730.SGD","BK4592","LU1119994496.HKD","SG9999014542.SGD","BK4515","LU0957808578.USD","LU1003077747.HKD","LU2111349929.HKD","LU0979878070.USD","LU1989764748.USD","LU0070302665.USD","SG9999018857.SGD","LU1989764664.SGD","IOSX","LU1868836591.USD","LU1582987597.SGD","LU0345769631.USD","LU0215105999.USD","LU2347655073.USD","LU0868494708.USD","IE00B3S45H60.SGD","LU2063271972.USD","LU2133065610.SGD","LU0198837287.USD","LU1791710582.SGD","IE00B1BXHZ80.USD","LU2087621335.USD","LU2108987350.USD","LU2236285917.USD","LU1732799900.SGD","LU0823434583.USD","SG9999015358.SGD","IE00BFSS8Q28.SGD","LU2750360641.GBP","LU2237443465.HKD","LU1400636491.USD","IE000YTNTUN2.SGD","LU0157215616.USD","LU0476273544.USD","LU0466842654.USD","IE00BN29S564.USD","LU1127390331.HKD","LU0950375773.USD","SG9999015341.SGD","LU2471134952.CNY","LU0210528500.USD","LU2552382132.HKD","IE0001KFT4U8.USD","FTEC","LU0965509283.SGD","IE000W1ABFV2.USD","SAAPLmain","LU0057025933.USD","LU0211328371.USD","IE00B7KXQ091.USD","LU0256863902.USD","LU1629891620.HKD","LU0964807845.USD","LU0109391861.USD","LU1934455194.USD","LU0786609619.USD","LU2505996509.AUD","SG9999017495.SGD","LU0081259029.USD","LU1720051108.HKD","LU1206713676.USD","LU1301847155.USD","LU2023250330.USD","IE000KEQY171.SGD","LU0949170426.SGD","LU0203201768.USD","LU2462591277.SGD","LU0133085943.USD","LU1699723380.USD","MACW.SI","LU1046421795.USD","SG9999014906.USD","LU0077335932.USD","LU2506952170.USD","LU1582987324.SGD","LU0823417737.USD","LU1366333091.USD","LU0265550359.USD","BK4576","IE0034235295.USD","LU0985320562.USD","LU0823434740.USD","LU0109392836.USD","LU2125154778.USD","LU2430703095.HKD","LU2462591350.SGD"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15:35","pubTimestamp":1791444900,"startTime":"0","endTime":"0","summary":"英伟达支持的澳大利亚AI数据中心运营商Firmus Grid原计划通过首次公开募股筹集至多55亿美元，有望跻身澳大利亚历史上规模最大的IPO之一。受相关消息影响，Firmus现有股东Maas Group Holdings在悉尼交易时段股价一度暴跌30%，创下该股有记录以来的最大跌幅。上市不确定性波及现有股东，Maas股价一度暴跌30%Firmus的上市风险迅速传导至现有股东。Firmus此前已获得包括英伟达和黑石集团在内的投资者合计20亿美元的投资承诺，Jane Street也是其现有股东之一。","market":"hk","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-iniupafi3747722.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":["LU1496350171.SGD","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","LU1983260115.SGD","SOXY","BK4581","LU2065170008.USD","SG9999014906.USD","LU2125909247.SGD","BK4533","NVC","LU2543165471.USD","NVDS.UK","FTEC","LU2361044949.HKD","LU0689472784.USD","LU0011850046.USD","LU1202635105.USD","LU2023250504.SGD","LU0345768153.USD","LU2552382215.SGD","LU0082616367.USD","LU1988902786.USD","DIPS","BK4549","IE00B4YYXB79.USD","LU1267930730.SGD","LU0061475181.USD","LU0795875169.SGD","LU0203201768.USD","LU2954938101.SGD","LU0557290698.USD","LU1732799900.SGD","LU2471134523.USD","SG9999015358.SGD","LU0444973449.USD","IE0034235295.USD","GB00BDT5M118.USD","AGOX","LU0266013472.USD","SG9999004303.SGD","LU0795875086.SGD","LU0107464264.USD","LU0726765562.USD","LU0057025933.USD","LU2552382132.HKD","LU1923622291.USD","LU2322448791.USD","HK0000914660.USD","LU2462591350.SGD","LU0965509101.SGD","LU2168563687.JPY","LU2237443382.USD","IE00B1BXHZ80.USD","LU2272731600.USD","LU0124676726.USD","LU0256863811.USD","LU2168564495.EUR","IE00B3S45H60.SGD","LU0820561909.HKD","LU2491049909.HKD","SG9999018857.SGD","TTXU","SG9999015945.SGD","LU1003077747.HKD","NVD3.UK","NVDU","BK4527","LU0210528500.USD","LU2322448957.HKD","LU1629891620.HKD","LU0109392836.USD","LU1974910355.USD","LU0823434583.USD","IE00BKDWB100.SGD","LU2357305700.SGD","SG9999014542.SGD","LU2896262040.SGD","NVDW","AIPI","LU1674673428.USD","SG9999015341.SGD","LU2237443895.HKD","NVDY","LU1923622614.USD","SG9999014559.SGD","ESUM","LU1496350502.SGD","NVDS","LU2999663052.SGD","LU1145028129.USD","IE0004091025.USD","LU0889565833.HKD","NVDB","TYLG","LU0476273544.USD","LU1400636657.SGD","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","LU2133065610.SGD","LU0882574139.USD","LU0965509283.SGD","LU2272731865.HKD","SNVDAmain","LU0276348264.USD","SG9999015986.USD","LU0345770993.USD","LU2347655156.SGD","IE0004445239.USD","SG9999014880.SGD","LU0061474705.USD","LU0265550946.USD","IE000Q6AESB8.SGD","LU2347655073.USD","LU0187121727.USD","SGXZ31699556.SGD","LU2463028550.USD","LU2168564149.EUR","IE0034235188.USD","LU2249611893.SGD","LU1989764664.SGD","LU0080751232.USD","LU2487616109.SGD","07388","LU0708994859.HKD","IE00BKVL7J92.USD","IE0003U64NQ7.SGD","LU1804176565.USD","IE000ITXATA3.USD","LU2237438978.USD","LU2381873111.SGD","LU0203202063.USD","IE00B19Z9505.USD","LU2491050071.SGD","IE00B775H168.HKD","EFIV","HK0000320264.USD","LU1861215975.USD","LU1934455863.HKD","JGRO","HK0000914686.HKD","LU0081259029.USD","LU1989772923.USD","BK4612","LU2471134952.CNY","IE00B3SWFQ91.USD","IE00BWXC8680.SGD","SG9999017495.SGD","BK4579","BK4503","LU2168564065.EUR","SGXZ99366536.SGD","NVD","LU0661504455.SGD","LU1127390331.HKD","CMAG","LU0708995401.HKD","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","LU2272731782.SGD","LU0106261372.USD","LU2360106780.USD","SG9999018865.SGD","IE00B3M56506.USD","IE00BMPRXR70.SGD","IE00BD6J9T35.USD","HK0000819398.USD","LU1934455277.USD","SG9999000418.SGD","LU1366333091.USD","LU2125154935.USD","IE00BKPKM429.USD","LU0964807845.USD","LU2092937148.SGD","LU2054465674.USD","LU1720051108.HKD","LU0683600562.USD","LU1069344957.HKD","LU1868837300.USD","LU1935043452.HKD","LU1084165304.USD","NVD2.UK","BK4598","NVDD","LU0985320562.USD","LU2452424414.USD","SG9999002232.USD","NULC","LU0265550359.USD","CHAT","LU1244550577.SGD","LU0738911758.USD","LU1435385759.SGD","LU1712237335.SGD","USXF","TRFK","SG9999015952.SGD","LU2637965513.SGD","BK4587","IE0034235303.USD","SG9999014575.USD","LU2456880835.USD","LU0942090050.USD","LU1066051498.USD","BK4532","LU0823414551.USD","LU0788109477.HKD","LU1551013342.USD","IE00B19Z8X17.USD","LU0238689110.USD","LU0347712357.USD","LU1979441026.SGD","LU2106854487.HKD","GAMR","LU1242518931.SGD","LU0006306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