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芯片概念
2,536.44
+1.12
0.04%
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：
1.46亿
成交额：
485.75亿
市值：
10.00万亿
流通市值：
9.88万亿
数据加载中...
总览
新闻资讯
芬兰的数据中心建设热潮正加速升温，继Alphabet旗下的谷歌上月宣布在该国进行其欧洲史上最大规模的投资以来，又有多个新
智通财经
·
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
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
智通财经
·
10/08
大行评级丨花旗：2030年CPU市场规模料达3000亿美元，AMD目标价升至800美元
格隆汇
·
10/08
豪掷82亿美元，芯片巨头押注的世界模型究竟是什么
蓝鲸财经
·
10/08
瑞声科技加入英特尔中国液冷创新加速计划
科技日报
·
10/08
媒体摘要-《华尔街日报》——10月8日
路透中文
·
10/08
阿里生态打通显效：飞猪国庆高星酒店增长超80%，88VIP成核心引擎
每日经济新闻
·
10/08
淘宝闪购关联公司换帅 胡晓昱接手淘宝闪购关联公司
智通财经
·
10/08
AI狂飙，阿里云为企业落地破题
中国电子报
·
10/08
暴增782.5%！芯片巨头，赚翻了！
同花顺
·
10/08
瑞声科技（02018）与英特尔签约，这些更值得关注
智通财经
·
10/08
研究显示过去五年苹果应用商店中国交易额增长超过一倍
智通财经
·
10/08
AMD CEO 苏姿丰再访三星，称将谈更广泛合作
链捕手
·
10/08
瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价
格隆汇
·
10/08
苹果App Store五年交易额增长超一倍，2025年达4万亿元人民币
IT之家
·
10/08
《全球市场》亚洲股市走弱，AI举债浪潮加剧主权债券市场压力
路透中文
·
10/08
苏姿丰欲锁韩国供应链，AMD寻求与三星和海力士“3-5年甚至更长期间合作”
华尔街见闻
·
10/08
美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨
经纬科创
·
10/08
更多
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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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Labs。于是，一系列问题随之而来：世界模型究竟是什么？今年6月，李飞飞发表一篇长文试图进一步厘清世界模型的概念，她认为，世界模型是当今AI最重要，但也是最被过度使用的术语之一。在杨立昆看来，世界模型不应该是模拟器，它们应该在抽象空间中工作。当然，这并不是说，Meta等巨头放弃了世界模型路线，只是一个资源取舍问题。","market":"us","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/1790832770439165286","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":["NVC","LU1868837136.USD","SNVDAmain","LU3102509885.SGD","LU0056508442.USD","LU0345768153.USD","LU0316494557.USD","LU2294711713.HKD","LU1868836757.USD","LU0053666078.USD","LU0494093205.USD","LU2347655073.USD","IE00BWXC8680.SGD","HK0000914686.HKD","LU0347712357.USD","LU2028103732.USD","LU1732799900.SGD","IE00BQXX3F31.USD","LU2361044865.SGD","LU1261432733.SGD","LU2954938101.SGD","IE0004086264.USD","LU2471134523.USD","LU1791710400.SGD","LU0203201768.USD","LU0265550359.USD","LU1069347547.HKD","LU2433249047.HKD","LU2272731782.SGD","LU0323591593.USD","LU0823414551.USD","LU1645745479.HKD","LU1778281490.HKD","CHPX","LU0210533765.USD","LU1988902786.USD","LU0175139822.USD","LU2237438978.USD","LU2089283258.USD","SOXY","LU1935042991.SGD","LU0912757837.SGD","LU0444973449.USD","LU2125154778.USD","LU2756315318.SGD","LU0898699433.AUD","LU1066051225.USD","LU2054465674.USD","LU0106261372.USD","NVDQ","LU0310800379.SGD","09788","LU0708995401.HKD","LU0154236417.USD","LU1989772840.SGD","IE00B5TLWC47.USD","LU0061475181.USD","LU2420271590.USD","LU1934455863.HKD","NVDX","IE0004091025.USD","LU2236285917.USD","BK4614","LU2286300806.USD","LU0345768740.USD","LU1316542783.SGD","LU2417539215.USD","CMAG","LU0081259029.USD","LU2250418816.HKD","IE00BQXX3C00.GBP","LU0320765059.SGD","SGXZ81514606.USD","SG9999015945.SGD","LU1699723380.USD","LU2999663052.SGD","LFGY","SGXZ99366536.SGD","THMR","LU0417517546.SGD","BK4575","LU1989772923.USD","LU0265550946.USD","AMYY","NVDL","LU0708994859.HKD","LU0276348264.USD","LU1064131342.USD","LU0158827948.USD","IE0034235295.USD","HK0000320264.USD","LU0267386448.USD","IE00B3S45H60.SGD","LU0642271901.SGD","LU0109391861.USD","IE00BDRTCR15.USD","LU0079474960.USD","TTXU","LU2456880835.USD","LU1917777945.USD","IE00B3SWFQ91.USD","IE00B4JS1V06.HKD","LU0942090050.USD","LU0061474960.USD","LU2213496289.HKD","BK4587","LU2361045086.USD","07788","SNPE","LU2458330243.SGD","LU0256863811.USD","LU2108987350.USD","IE00B5949003.HKD","SG9999002224.SGD","AMDL","LU0210536198.USD","LU1066053197.SGD","ESLG","GAMR","LU0861579265.USD","LU1548497426.USD","LU2168564222.USD","LU1242518857.USD","BK4527","LU2092937148.SGD","IE00BJTD4N35.SGD","LU1116320901.HKD","SNVD.UK","LU2413666426.HKD","SG9999001424.SGD","SOXX","SG9999002232.USD","FAI","LU0158827781.USD","LU1791710582.SGD","IE00BZ1G4Q59.USD","LU1803068623.USD","IE00B19Z8W00.USD","LU0823434740.USD","LU1934455194.USD","HK0000819398.USD","LU0096362180.USD","SGXZ31699556.SGD","LU0187121727.USD","LU0726765562.USD","LU2552382132.HKD","LU0127658192.USD","LU2931357623.SGD","NVYY","LU1674673428.USD","CNEQ","LU2125909759.SGD","LU0170899867.USD","LU1732800096.USD","BK4612","LU2097344431.USD","AIQ","LU0345770993.USD","LU0345769128.USD","HK0000914660.USD","LU1934455277.USD","HK0000306685.HKD","BK4512","LU1868836914.USD","LU1691799644.USD","JGRO","LU1366192091.USD","LU1642822529.SGD","AMDU","SG9999015978.USD","CHAT","LU0077335932.USD","SG9999014542.SGD","LU0096364046.USD","LU0957791311.USD","AIS","LU1035775433.USD","LU0057025933.USD","LU0308772762.SGD","LU2355687059.USD","LU0795875169.SGD","ABFL","BK4532","LU0882574139.USD","NVDS","IE00BKDWB100.SGD","LU2168563687.JPY","LU1037948541.HKD","LU2360032135.SGD","LU1551013425.SGD","LU2746668461.USD","LU1861559042.SGD","LU2506951792.HKD","SG9999015986.USD","LU0964807845.USD","NVIW.SI","LU0069063385.USD","LU1035773651.USD","LU1400636657.SGD","LU1992135472.HKD","ARTY","TEK","LU0310799852.SGD","LU1821325948.USD","NVII","LU1935043536.SGD","AIFD","LU0466842654.USD","LU2168564495.EUR","IE00BK4W5L77.USD","LU1003077747.HKD","BK4608","3NVD.UK","LU0965509101.SGD","LU2462157665.USD","LU2326559502.SGD","LU2125154935.USD","SG9999015341.SGD","LU0390134368.USD","LU2047632596.USD","IE00BJJMRX11.SGD","LU2211815571.USD","BK4529","LU2237957902.USD","IE0001KFT4U8.USD","LU2272731600.USD","IE00BYXW3230.USD","ESUM","IE0005OL40V9.USD","LU0203202063.USD","SG9999014898.SGD","LU2244417387.USD","LU0348723411.USD","LU0965508806.USD","LU2125909593.SGD","LU2089985449.USD","LU2491050154.USD","LU2360106780.USD","IE00BZ199S13.USD","LU1280957306.USD","LU1983260115.SGD","NVD2.UK","LU2746668974.SGD","NVDO","LU2237443549.SGD","LU2491049909.HKD","METV","LU0198837287.USD","HK0000304797.USD","LU2322448791.USD","LU1923622291.USD","LU2023250504.SGD","09388","SG9999004303.SGD","LU0097036916.USD","LU0138981039.USD","LU2322448957.HKD","BK4554","TYLG","LU0251132253.USD","IE0009G5SDU7.USD","LU1935043452.HKD",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CEO 苏姿丰再访三星，称将谈更广泛合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2673404465","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673404465?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 09:57","pubTimestamp":1791424652,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，AMD 董事长兼首席执行官苏姿丰于 10 月 7 日下午约 4 时 44 分抵达首尔三星电子瑞草办公楼，与设备解决方案部门负责人全永铉副会长会面，距上次访韩约 7 个月。AMD 计算与图形集团负责人 Jack Huynh、副总裁 Joseph Macri 随行。苏姿丰表示，双方将讨论更广泛的伙伴关系，并称三星方面有许多合作伙伴；被问及是否会见李在镕时，她表示不便透露。访三星前，苏姿丰出席首尔 AMD 玩家日，将三星与 SK 海力士称为核心供应链伙伴，并称因人工智能需求上升正在规划长期供应链。她表示，新一代 MI455 与 Helios 系统已开始出货且均采用 HBM4，获两家支持，HBM 合作不会止于一代。报道称，Instinct MI455X 搭载 432GB HBM4，较前代 MI355X 的 288GB HBM3E 增加 50%。她称内存供应非常紧张，正与客户优化用量并要求伙伴扩大生产。TrendForce 于上月 29 日预计，HBM 与普通 DRAM 共用有限先进制程产能，供应紧张或延续至明年。报道称，双方今年 3 月签署以 HBM4 与下一代 DDR5 供应为中心的谅解备忘录，将三星定为 MI455X 用 HBM4 主要供应商，并讨论由三星代工生产 AMD 下一代产品。全永铉当时表示，三星可同时提供内存、代工与封装。 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Store五年交易额增长超一倍，2025年达4万亿元人民币","url":"https://stock-news.laohu8.com/highlight/detail?id=2673041911","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673041911?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 09:24","pubTimestamp":1791422662,"startTime":"0","endTime":"0","summary":"研究发现，2020 年，中国 App Store 生态系统促成的营业额和销售额达到近 2 万亿元人民币，到 2025 年已增长到 4 万亿元人民币。据居教授和 Markus von Wartburg 博士估算，2025 年，中国 App Store 生态系统促成的实体商品和服务交易额达到 3.7 万亿元人民币。这类销售无需支付佣金，占 App Store 总交易额的 91% 之多。此外，App Store 生态系统中的数字商品和服务创造了 1490 亿元人民币的营收，App 内广告则带来 2120 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AI加速器供应HBM4。随着MI455X单颗HBM用量较上代提升50%、供应持续吃紧，AMD锁定韩国供应链的迫切性提升。与此同时，三星正借HBM供应谈判推动代工合作，但AMD态度审慎。","market":"sg","thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"92a7f5f4aa264c2793397c9dc1d602d4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3783142","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B1BXHZ80.USD","BK4554","SSNLF","07747","LU1242518857.USD","BAI","LU0320765059.SGD","ILDR","IE00BMPRXR70.SGD","AMUU","SMHX","LU2098885051.SGD","LEGR","WUGI","LU0133085943.USD","LU0390134368.USD","LU1267930813.SGD","BK4141","AMDW","AMDS","LU0127658192.USD","LU1923623000.USD","CHAT","BK4585","LU2264538146.SGD","LU1989764748.USD","LU1861220033.SGD","IE00BQXX3F31.USD","AMDC","LU0823434583.USD","LU1988902786.USD","BK4614","SGXZ51526630.SGD","TRFK","LU0081259029.USD","LU2361044949.HKD","LU0109392836.USD","LU1064131342.USD","IE00BMPRXQ63.HKD","LU0823434740.USD","LU1267930730.SGD","BK4612","SG9999001424.SGD","ARTY","LU1861558580.USD","BK4170","LU0174119429.USD","LU2361045086.USD","IE00BMPRXN33.USD","AIQ","07347","AMDY","CNAV","LU1880398471.USD","AMYY","DAMD","LU0274383776.USD","LU0348723411.USD","PSI","LU2456880835.USD","TTEQ","LU1232071149.USD","LU2931357623.SGD","LU1242518931.SGD","SMH","LU0823421416.USD","LU2458330169.SGD","LU2250418816.HKD","USXF","BK4588","BK4532","LU2054465674.USD","GAMR","LU1989764664.SGD","IE00B5949003.HKD","LU0198837287.USD","LU1951198990.SGD","SOXX","LU0672654240.SGD","LU2355687059.USD","LU2462591350.SGD","BK4566","LU2896262040.SGD","IE0001KFT4U8.USD","LU2458330243.SGD","LU2360106780.USD","BK4575","LU0889565833.HKD","LU0642271901.SGD","LU0048584097.USD","TEK","FTXL","LU2461242641.AUD","SOXY","AMDG","LU2247934214.USD","AMD","LU1951200564.SGD","LU0708995401.HKD","LU2360107168.USD","LU0823421333.USD","IE00BKVL7J92.USD","LU2089985449.USD","AMDL","BK4534","LU0056508442.USD","LU0109391861.USD","IE00BZ1G4Q59.USD","IE00BQXX3C00.GBP","IE0004445239.USD","LU1316542783.SGD","LU0786609619.USD","LU2417539215.USD","BK4512","LU0979878070.USD","LU2236285917.USD","LU2543165471.USD","LU1989772923.USD","BK4543","SGXZ99366536.SGD","LU0719512351.SGD","BK4573","LU0082616367.USD","AIS","LU1880398554.USD","WISE","LU2242649171.HKD","LU0251132253.USD","LU1303367103.USD","LU2361044865.SGD","QQQA","XNTK","LU0210536198.USD","IETC","SGXZ81514606.USD","CHPS","LU2290526834.HKD","LU0792757196.USD","LU1803068979.SGD","LU1804176565.USD","LU1852331112.SGD","LU1861559042.SGD","LU1861215975.USD","IE00BQXX3D17.EUR","FAI","AMDD","IE0009356076.USD","LU0889566641.SGD","LU2265009873.SGD","LU2860962120.EUR","SAMD0main","LU1989772840.SGD","BK4529","BK4605","LU2108987350.USD","AMDU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673041834","title":"美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2673041834","media":"经纬科创","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673041834?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 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