美股详情

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芯片概念

2,541.52

+6.170.24%

涨家数：7

跌家数：4

平家数：- -

市盈率：- -

高：2,546.86

开：2,535.82

低：2,516.29

收：2,535.35

成交量：1.13亿

成交额：384.88亿

市值：10.02万亿

流通市值：9.90万亿

数据加载中...

总览新闻资讯

据CNBC：美国总统特朗普于8月卖出100万至500万美元的AMD(AMD.US)股票。

苹果给开发者下硬规定：明年4月所有App必须适配折叠屏

Securitize推出基于区块链的股票

Securitize 将苹果、英伟达等 12 只美股上链 Solana，并计划扩展至纽交所数字平台

谁领跑AI智能体竞赛重要吗？华尔街正形成新共识：无论Meta、OpenAI还是谷歌赢，芯片、内存、电力都赢

苹果10月两大波新品！先放智能家居大招，再掏触屏Mac王炸

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

DA Davidson维持美光科技（MU）买入评级目标价上调至3000美元

高刷真没戏了？爆料者坚称苹果iPad mini 8搭载60Hz OLED屏幕

超威半导体美股盘前跌超2%

机构测算2030服务器CPU市场2090亿美元

净利翻倍！阿里定20GW数据中心目标，这条赛道高增长

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

多家企业扎堆布局芬兰数据中心规划在建项目投资超750亿美元

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

飞猪飞不进阿里

云游控股(00484)收购6238股阿里巴巴股份

TrendForce：多家大厂布局VCSEL NPO 2031年VCSEL需求或至6.5亿颗

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%

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初期将在延长交易时段内开放交易，并计划未来提供全天候交易服务。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261008:nL4T45U123:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0557290698.USD","LU2362540622.SGD","SGXZ23171101.USD","IE0005OL40V9.USD","IE00BLSP4239.USD","IE000WAW04H5.SGD","IE0009356076.USD","BK4548","LU2471134523.USD","LU0274383776.USD","LU2552382058.USD","LU1506573853.SGD","LU1983260115.SGD","APLY","LU0314104364.USD","HK0000914660.USD","LU0690374961.EUR","LU2403377893.USD","BK4588","LU0426412945.USD","LU1989771016.USD","LU2065170008.USD","NVDD","LU2420271590.USD","LU0345768740.USD","LU1496350171.SGD","LU0149725797.USD","AAPY","HK0000819398.USD","LU0171293334.USD","LU1989772923.USD","LU2360106780.USD","LU1880398471.USD","LU2357305700.SGD","LU0345770308.USD","LU0823434740.USD","IE00B1BXHZ80.USD","BK4605","IE00BYXW3230.USD","LU1861220033.SGD","LU1674673428.USD","LU2506952097.USD","LU2505996509.AUD","LU0006306889.USD","LU1221951129.SGD","LU1582987324.SGD","BK4170","LU1989772840.SGD","IE00BKVL7J92.USD","LU0965509101.SGD","LU2347655073.USD","LU0689626769.HKD","IE00B19Z3581.USD","LU1951198990.SGD","IE00BLSP4452.SGD","LU1429558221.USD","LU2360032135.SGD","BK4529","LU0162691827.USD","LU1261432733.SGD","LU1564329115.USD","CHAT","IE00BMPRXN33.USD","NVDW","LU2237957811.SGD","LU0061474960.USD","LU2054465674.USD","LU2430703251.USD","LU1868836914.USD","LU0553294199.USD","LU0210533765.USD","BK4127","LU0079474960.USD","LU1629891620.HKD","LU1280957306.USD","IE00BJTD4N35.SGD","LU0345774631.USD","LU2413666699.HKD","LU2462591350.SGD","LU2461242641.AUD","LU1400636657.SGD","LU2491050071.SGD","LU2083900584.USD","BK4515","LU2272731782.SGD","07788","2NVD.UK","LU2023251221.USD","LU0323240290.USD","LU2275660780.HKD","LU2637965513.SGD","MSFT","SG9999015986.USD","SMHX","SOXX","LU0320765489.SGD","IE00BJJMRY28.SGD","SG9999015341.SGD","LU1242518857.USD","LU0879622024.SGD","SGXZ31699556.SGD","LU0082616367.USD","LU2322448791.USD","HK0000320223.HKD","LU0985320562.USD","LU1066051225.USD","LU1720051017.SGD","LU1334329650.SGD","LU0823414478.USD","LU1988902786.USD","THMR","LU2242650005.HKD","LU1712237335.SGD","LU2362541273.HKD","IE00BDCRKT87.USD","LU0096362180.USD","LU0719512351.SGD","LU0308772762.SGD","LU0738911758.USD","LU0979878070.USD","IE00BHPRN162.USD","LU2168564149.EUR","LU1244550494.USD","LU0949170426.SGD","BK4612","MSFL","LU0494093205.USD","LU0133085943.USD","LU0310800379.SGD","LU1032955483.USD","LU2041044095.USD","ILDR","LU0211327993.USD","BK4551","LU1242518931.SGD","LU2102340556.USD","LU0256863811.USD","IE0001KFT4U8.USD","BK4507","LU2602419157.SGD","LU2458330169.SGD","IE00BZ199S13.USD","LU0211328371.USD","LU1064131342.USD","LU1244550221.USD","IE00BWXC8680.SGD","LU2430703095.HKD","LU2210150020.SGD","LU0348723411.USD","LU1935043452.HKD","LU0080751232.USD","IE00BBT3K403.USD","LU0234570918.USD","LU1935042215.USD","LU0353189680.USD","IE0002270589.USD","BK4581","IE00BQXX3D17.EUR","LU2764262908.HKD","LU1815333072.USD","LU0395794307.EUR","LU2065169927.USD","LU2095319765.USD","LU0048584097.USD","BK4559","LU2249611893.SGD","IE00BK4W5M84.HKD","LU2506951792.HKD","IE00B775H168.HKD","LU0545562505.USD","LU2471134952.CNY","BK4575","HK0000914686.HKD","LU2089985449.USD","LU1119994496.HKD","LU0661504455.SGD","LU2087625088.SGD","LU0061474705.USD","LU2108987350.USD","IE0004445239.USD","LU0289941410.SGD","LU2065171402.SGD","JGRO","LU1232071149.USD","LU0823417737.USD","LU0912757837.SGD","LU1674673691.USD","LU2458330243.SGD","MSFX","LU0889566641.SGD","SG9999015358.SGD","ESUM","SHOC","LU0106261372.USD","LU0345774391.USD","AIPI","IE0034235295.USD","LU0289960550.SGD","LU2298321311.HKD","LU1035773651.USD","LU1699723380.USD","NVDU","BK4538","BK4566","HK0000532082.HKD","LU2360108059.USD","LU2023250504.SGD","LU0210528500.USD","LU1917777945.USD","LU2237443465.HKD","BK4550","LU0158827781.USD","LU2168564065.EUR","LU0289961442.SGD","NVDG","LU0310799852.SGD","LU1718418525.SGD","LU0208291251.USD","LU0127658192.USD","LU0994945656.USD","SGXZ81514606.USD","BK4535","LU0234572021.USD","LU2326559502.SGD","HK0000306701.USD","LU1144417596.USD","LU2592432038.USD","LU0314106906.USD","LU0312595415.SGD","IE0004091025.USD","LU2764263203.CNY","VGT","LU2047632596.USD","LU2111349929.HKD","LU1585245621.USD","NVC","LU2746668461.USD","LU0466842654.USD","LU2750360997.AUD","LU2063271972.USD","IE00BJLML261.HKD","LU1791710400.SGD","LU2250418816.HKD","LU0640476718.USD","SMSFTmain","BK4587","LU0211331839.USD","BK4528","IE0004086264.USD","TTEQ","LU1059921491.USD","IE00BFXG1179.USD","LU0823421333.USD","FDTX","LU0225283273.USD","MSFO","LU2023250330.USD","LU1043141123.HKD","SG9999014906.USD","LU1989764748.USD","LU22374439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20:12","pubTimestamp":1791461575,"startTime":"0","endTime":"0","summary":"总之，作为苹果首款智能家居中枢，Home Hub 到底能派上多大用场，确实值得期待。先看智能家居，再看 Mac 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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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16:41","pubTimestamp":1791448883,"startTime":"0","endTime":"0","summary":"飞猪与阿里云百炼联合举办AI 旅行创新大赛。当时，飞猪向媒体解释，这不代表已有上市计划，而是要具备独立面向市场的能力。庄卓然继续负责飞猪，阿里保留两项业务的公司化管理，同时要求业务决策执行与事业群集中目标、统一作战。并入阿里电商后，飞猪披露了一组增长数据。在这四家综合旅游平台中，飞猪降幅最大。飞猪的条件与马蜂窝不同。放到飞猪身上，阿里的资源甚至可能让这一过程更不容易被看见。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1790673546369850144","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":"lanjinger_stock","symbols":["LU0738911758.USD","LU0348816934.USD","09988","LU2148611432.USD","LU1051769294.HKD","BK4524","LU0918141887.USD","LU1688375341.USD","BK4607","LU0821914370.USD","BABU","LU0880133367.SGD","LU1105468828.SGD","BK4504","LU0949170772.SGD","LU0106959298.USD","BK4220","BABX","LU1823568750.SGD","BK4587","BK4565","BK4527","LU1242518857.USD","LU0545039389.USD","BK4503","BK4558","LU1242518931.SGD","BK4122","BK4588","LU0067412154.USD","BK4502","LU1515016050.SGD","BK4581","LU0797268264.HKD","BK4579","LU1235294995.USD","BABA","LU0651946864.USD","LU1051768304.USD","LU0651947912.USD","KBAB","LU1769817179.HKD","LU0310800965.SGD","LU2226246903.HKD","LU1046421795.USD","BK4585","ALBmain","LU0348814723.USD","LU1003077747.HKD","LU0501845795.SGD","LU1769817096.USD","BK4526","LU1048596156.SGD","LU0456842615.SGD","IE00B0JY6N72.USD","LU0047713382.USD","DRAG","BK4554","ONLN","LU1880383366.USD","LU0072913022.USD","LU1048588211.SGD","BK4535","BK4534","BK4533","BK4575","BABW","BABC","LU1152091754.HKD","BK4543","BK4548","LU1008478684.HKD","BK4538","LU0128525689.USD","LU1152091168.USD","LU0251143458.SGD","LU1282648689.USD","LU0661504455.SGD","LU1046422090.SGD","BABO","IE00BFMHRM44.USD","LU0052756011.USD","CLIX","LU0328353924.USD","LU0072462343.USD","IE00BF5LJ272.USD","LU1267930227.SGD","BK4505","BK4614","LU0553294199.USD","BBYY","BK4531","LU0918141705.HKD","LU0979878070.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673222560","title":"云游控股(00484)收购6238股阿里巴巴股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2673222560","media":"智通财经","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673222560?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 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75万美元。因此，本公司已动用其可用资金购入具吸引票息率的定息票据，相较银行定期存款可产生较高利息收入，并具备潜在投资阿里巴巴的上行空间，从而为本公司争取长远潜在回报最大化。","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":"http://www.zhitongcaijing.com/content/detail/1504590.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0661504455.SGD","LU0106959298.USD","LU2148611432.USD","LU0651947912.USD","BABO","BK4524","BK4565","LU1688375341.USD","BABX","LU1880383366.USD","BK4533","BABW","LU1048596156.SGD","BK4531","BK4502","BK4538","LU1152091754.HKD","LU0651946864.USD","BK4503","LU1282648689.USD","BK4607","LU0328353924.USD","BK4558","BK4534","BK4588","LU1152091168.USD","LU1046422090.SGD","BK4543","IE00B0JY6N72.USD","LU1051769294.HKD","LU1769817179.HKD","BK4554","LU1048588211.SGD","LU0348814723.USD","LU0553294199.USD","KBAB","CLIX","BK4548","DRAG","BK4220","LU1051768304.USD","LU1515016050.SGD","BBYY","LU0310800965.SGD","BK4535","LU1008478684.HKD","LU0047713382.USD","BK4575","BABA","IE00BFMHRM44.USD","LU0348816934.USD","BK4581","LU0545039389.USD","LU0880133367.SGD","LU0072913022.USD","LU1769817096.USD","BK4579","LU1003077747.HKD","LU0797268264.HKD","00484","LU0072462343.USD","BK1104","BK4505","LU1267930227.SGD","BK1526","BK4614","09988","BK4587","LU0949170772.SGD","ONLN","BABU","LU1242518931.SGD","LU0067412154.USD","LU1105468828.SGD","BK4526","LU2226246903.HKD","LU1235294995.USD","BABC","LU0128525689.USD","LU0052756011.USD","LU1046421795.USD","LU0979878070.USD","LU0501845795.SGD","LU0918141705.HKD","BK4122","LU0251143458.SGD","IE00BF5LJ272.USD","LU0821914370.USD","LU1242518857.USD","LU0456842615.SGD","LU1823568750.SGD","BK4527","LU0738911758.USD","LU0918141887.USD","BK4585","BK4504"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673022174","title":"TrendForce：多家大厂布局VCSEL 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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