美股详情

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室温超导概念

4,293.87

-86.0732-1.97%

涨家数：- -

跌家数：9

平家数：- -

市盈率：- -

高：4,387.69

开：4,379.54

低：4,292.75

收：4,379.94

成交量：6,292.38万

成交额：56.65亿

市值：2.44万亿

流通市值：2.21万亿

数据加载中...

总览新闻资讯

【美股盘前】SpaceX跌超1%，拟融资400亿美元采购英伟达芯片；派拉蒙完成对华纳兄弟探索收购，新公司更名Skydance；谷歌与Constellation达成3590兆瓦长期购电协议

每日经济新闻

马斯克排除台积电参与Terafab运营的可能性

马斯克被曝接触台积电，英特尔(INTC.US) CEO 陈立武火速表态：Terafab 合作继续

马斯克澄清Terafab芯片工厂归属台积电（TSM）仅可转租部分场地

美股盘前科技股走低，阿里巴巴跌 1.66%

送AI上太空！SpaceX砸400亿美元囤芯片，马斯克野心藏不住了

马斯克：如果台积电(TSM.US)愿意，或许可以转租TeraFab的部分区域，但仅限于此。

据《彭博新闻》报导，英特尔将继续参与马斯克的Terafab芯片制造项目

英特尔能否挑战台积电？18A量产背后的机会与风险

TradingKey中文

AI基建热潮催动“大出海”：台积电2650亿美元押注美国，领衔台企“跨洋扩产”

据日经新闻：台积电(TSM.N)及其他台湾芯片企业加大在美国和东南亚的AI支出。

Cameco Corp(CCJ)股票10月6日盘中上涨7.95%：真相来了

TradingKey中文

高盛上调台积电2028年资本开支至980亿美元，AI扩产周期拉长到2032年后

华尔街见闻

台湾股市：量缩收小红再创历史新高，偏多格局不变5万点前近关情怯

台积电获高盛唱多：AI强劲需求支撑增长势头延续至2027年，股价仍有近40%上涨空间

台积电(TSM.US)绩前获高盛唱多：AI强劲需求支撑增长势头延续至2027年股价仍有近40%上涨空间

AMD苏姿丰密会台积电证实在台百亿美元投资将加码

AMD CEO 密会台积电，扩大在台投资

AMD苏姿丰落地中国台湾会见供应链和客户：今早见鸿海刘扬伟，下午再访台积电

AMD首席执行官苏姿丰将于周二晚些时候与台积电高管会面。

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特斯拉（TSLA）、SpaceX（SPCX）首席执行官马斯克周三表态，旗下企业将负责Terafab人工智能芯片综合体的建设与运营，台积电（TSM）最多仅可转租厂区内部分区域。Terafab是特斯拉联合SpaceX计划落地于得克萨斯州的项目，目标打造一座巨型芯片工厂，用于生产AI芯片。针对市场传闻台积电或将持有并运营这座工厂的说法，马斯克予以否认，明确表示由己方承建运营，台积电若有意，仅能租赁部分场地，仅此而已。马斯克上周曾透露，已就Terafab项目和台积电开展潜在合作洽谈，当时并未披露更多细节。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/NTkwMTRiMmRhYjljZTk4MGRjMGViZTQ1NDI1NzQxMTc4OQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NTkwMTRiMmRhYjljZTk4MGRjMGViZTQ1NDI1NzQxMTc4OQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306905","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":["BK4503","LU2125154935.USD","09366","SGXZ99366536.SGD","LU1066051811.HKD","IDRV","IE00BQXX3C00.GBP","LU0353189680.USD","TSLG","LU0965508806.USD","LU2750360997.AUD","BK4516","LU0882747503.HKD","SG9999015986.USD","IE0034235303.USD","LU0310799852.SGD","LU1323610961.USD","IE00B19Z8W00.USD","SG9999015978.USD","LU2543165471.USD","TSLL","TSYY","BK4526","LU1267930730.SGD","LU1868837565.USD","BK4532","LU0353189763.USD","BLOX","STSLAmain","AVSE","LU1778281490.HKD","TSLO","SMOG","LU1023057109.AUD","03145","LU2471134796.USD","IE00BZ199S13.USD","TEK","LU2420271590.USD","BK4512","LU1211504680.USD","CRSH","LU0541501648.USD","LU1435385759.SGD","LU2063271972.USD","LU2506951792.HKD","TESL","IE00BJLML261.HKD","LU2360108059.USD","LU2471134523.USD","TSMY","LU2236285917.USD","BK4604","LU0210536198.USD","LU2087625088.SGD","IE00B19Z9505.USD","LU1914381329.SGD","TSLS","LU1989764664.SGD","TSLA","LU0094547139.USD","LU0345770308.USD","SG9999000418.SGD","TTEQ","TSLY","LU2089283258.USD","LU1861559042.SGD","LU2106854487.HKD","TSLR","IE00BK4W5M84.HKD","LU2023251221.USD","LU1674673691.USD","LU0359201885.HKD","LU2092937221.SGD","TSMX","BK4602","SG9999015952.SGD","LU2750360641.GBP","LU0964807845.USD","LU2211814178.USD","TINS","LU2458330169.SGD","LU2458330243.SGD","07366","IE0004445239.USD","LU2249611893.SGD","LU2237443622.USD","LU2896262040.SGD","LU0124676726.USD","LU1868837722.USD","LU0823421333.USD","TSII","IE00BK4W5L77.USD","CWI","LU0943347566.SGD","LU0820562030.AUD","LU1934455277.USD","CORO","LU0133085943.USD","IE00B5TLWC47.USD","LU0359201612.USD","IE0004091025.USD","LU0320765059.SGD","LU2125154778.USD","SG9999015945.SGD","IE00B1XK9C88.USD","LU0359202008.SGD","LU2471134952.CNY","TSL","CHPX","LU0820561818.USD","BK4543","LU0820561909.HKD","LU2357305700.SGD","AIQ","BK4588","LU1066051225.USD","LU0109391861.USD","LU2271345857.HKD","LU0264606111.USD","LU1551013425.SGD","LU1852331112.SGD","WANT","LU1145028129.USD","HK0000107257.USD","LU1267930490.SGD","LU0053666078.USD","LU0316494557.USD","LU1282649067.USD","LU1974910355.USD","BK4581","LU0792757196.USD","LU0056508442.USD","IE00B19Z8X17.USD","LU0889566641.SGD","CGNG","SGXZ51526630.SGD","MEMX","LU0823414478.USD","LU0689472784.USD","LU0672654240.SGD","LU0323591593.USD","LU1861558580.USD","SG9999004220.SGD","LU1674673428.USD","TEST","IE00BQXX3D17.EUR","LU2860962120.EUR","LU1508157978.USD","BK4612","IE00BHPRN162.USD","TSLQ","LU0689626769.HKD","LU1989772840.SGD","LU2471134879.HKD","LU0238689110.USD","LU2237443978.SGD","LU0175139822.USD","LU2326559502.SGD","HK0000914660.USD","TSLP","TSM","BAI","LU1629891620.HKD","LU2456880835.USD","LU0823411888.USD","LU1917777945.USD","LU2360106780.USD","LU2250418816.HKD","IE00BFXG0V08.USD","LU0719512351.SGD","FDTX","LU0234570918.USD","TSMU","BK4548","LU0572940350.SGD","LU2028103732.USD","LU1839511570.USD","FDRV","LU0289960550.SGD","LU2211815571.USD","TSLW","LU0466842654.USD","LU0572939691.SGD","LU1267930813.SGD","ELOL","LU1429558221.USD","LU0143863198.USD","LU0878005551.USD","CGDG","TESC","BK4141","LU2237443549.SGD","LU2298321311.HKD","LU2133065610.SGD","CNEQ","IE00B3M56506.USD","LU0211327993.USD","LU2290526834.HKD","LU1282649810.SGD","LU0082616367.USD","IE00BKPKM429.USD","TSMG","EMM","LU0965509101.SGD","LU2108987350.USD","LU0878004406.USD","07766","LU0642271901.SGD","LU2023250330.USD","IE00BYQQ9H92.USD","CGGO","LU0345769631.USD","LU0072462343.USD","BK4550","LU2462157665.USD","LU0097036916.USD","LU2023250504.SGD","LU2360032135.SGD","LU0158827781.USD","TWSC","LU1037948541.HKD","LU1989764748.USD","WATS","LU1232071149.USD","LU1712237335.SGD","TSMZ","LU1720051108.HKD","LU2168564065.EUR","LU2168564222.USD","BK4551","LU0198837287.USD","LU0345770993.USD","LU2417539215.USD","LU1720051017.SGD","LU2360107168.USD","LU1989772923.USD","HK0000914686.HKD","LU1037948897.HKD","BK4585","LU1316542783.SGD","LU2041044095.USD","STSM","BK4554","LU1623119135.USD","IE00BQXX3F31.USD","LU1366192091.USD","LU0211328371.USD","BK4505","LU2403377893.USD","SGXZ81514606.USD","LU1934455863.HKD","AVXC","LU2602419157.SGD","LU2054465674.USD","LU0889565833.HKD","LU0143863784.USD","BK4533","LU2756315318.SGD","IE00BWXC8680.SGD","LU0823414551.USD","LU0348723411.USD","LU0708995401.HKD","LU22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Corp(CCJ)股票10月6日盘中上涨7.95%：真相来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2673068643","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673068643?lang=zh_cn&edition=fundamental","pubTime":"2026-10-07 02:16","pubTimestamp":1791310571,"startTime":"0","endTime":"0","summary":"• 受美韩核反应堆融资框架提振，Cameco 股价大涨。\n• 高企的铀长期协议价格与 AI 数据中心需求进一步巩固了其市场价值。\n• 分析师给予 Cameco \"买入\"评级，平均目标价为 123.01 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AI引爆CPU新需求，先进封装产能连年翻倍。先进制程持续供不应求，台积电正开启远超预期的超级扩张周期。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3783071","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":["LU1316542783.SGD","LU0359201885.HKD","BK4527","LU0889566641.SGD","IE00B5TLWC47.USD","LU2028103732.USD","ADVE","LU2458330169.SGD","LU2491049909.HKD","LU0211327993.USD","SGXZ51526630.SGD","IE00BD6J9T35.USD","SGXZ81514606.USD","03145","CGGO","TSM","LU1989764664.SGD","LU0158827781.USD","BK4591","LU0572940350.SGD","TSMU","LU2471134879.HKD","LU0353189680.USD","EMM","IE0004445239.USD","LU0642271901.SGD","LU0488056044.USD","LU2471134523.USD","LU2211815571.USD","LU2360032135.SGD","LU0965509010.AUD","LU0056508442.USD","LU1934455194.USD","LU0541502299.USD","LU1048588211.SGD","IE00BQXX3F31.USD","LU2092937221.SGD","LU0316494557.USD","LU0965509101.SGD","LU2237443382.USD","BK4503","LU0572939691.SGD","LU1282649067.USD","AIQ","LU0823421333.USD","AVEM","LU1934455863.HKD","KNOW","LU0082616367.USD","LU0792757196.USD","IE0004091025.USD","LU0823421416.USD","LU2106854487.HKD","BK4543","LU2543165471.USD","LU2023250504.SGD","CWI","LU2133065610.SGD","BK4141","LU2125154778.USD","LU1868837565.USD","LU2458330243.SGD","LU1917777945.USD","AVXC","BK4612","LU0211328371.USD","LU0345770308.USD","LU0861579265.USD","LU1037948541.HKD","LU1267930490.SGD","LU2471134796.USD","LU1934455277.USD","LU2249611893.SGD","LU0094547139.USD","LU2054465674.USD","TEK","BAI","LU2860962120.EUR","AVSE","LU0823414551.USD","LU1989764748.USD","LU0072462343.USD","LU1868837722.USD","CGDG","LU2357125470.USD","BK4534","LU0109392836.USD","LU0889565833.HKD","LU1282649810.SGD","LU2506951792.HKD","LU1803068979.SGD","LU0345770993.USD","LU0965509283.SGD","BK4548","LU2111349929.HKD","LU0541501648.USD","LU1267930813.SGD","LU2237443549.SGD","LU2237443978.SGD","LU2491050154.USD","LU0124676726.USD","IE00BFXG0V08.USD","LU0878004406.USD","SPTE","LU0323591593.USD","LU1623119135.USD","SG9999000418.SGD","CORO","LU2087625088.SGD","SGXZ99366536.SGD","LU0175139822.USD","LU0689626769.HKD","WUGI","LU0348723411.USD","EMC","TSMY","LU2663582299.SGD","CGNG","LU0823414478.USD","ESIM","LU0264606111.USD","BK4532","BK4554","SMH","LU1023057109.AUD","UMMA","CNEQ","IE0004086264.USD","TINS","LU2491050071.SGD","LU0143863198.USD","LU1037948897.HKD","BK4585","TSMX","IE00BYQQ9H92.USD","IE00BQXX3C00.GBP","LU0198837287.USD","IE00B3M56506.USD","LU2750360641.GBP","LU0384037296.USD","LU0719512351.SGD","TSMZ","HK0000107257.USD","LU2360108059.USD","LU1323610961.USD","LU2089284900.SGD","LU0878005551.USD","LU1211504680.USD","LU2211814178.USD","LU0158827948.USD","LU1974910355.USD","LU2298321311.HKD","BK4550","LU2471134952.CNY","BK4512","LU1989772923.USD","LU2063271972.USD","LU0353189763.USD","LU0882747503.HKD","IE00BQXX3D17.EUR","TTEQ","LU0310799852.SGD","BLOX","MEMX","CHPX","BK4602","SG9999004220.SGD","TSMG","LU0359202008.SGD","BK4505","LU0289960550.SGD","LU1712237335.SGD","LU1868838027.USD","LU2750360997.AUD","BK4581","LU2237443622.USD","LU0143863784.USD","LU1852331112.SGD","BK4526","IE00BKPKM429.USD","LU0965508806.USD","LU2041044095.USD","IE00BHPRN162.USD","LU2250418816.HKD","LU2023251221.USD","CGIC","TWSC","LU2089283258.USD","BK4533","ASIA","FDTX","LU0359201612.USD","LU2125154935.USD","LU2294711713.HKD","LU2360106780.USD","LU2271345857.HKD","LU0238689110.USD","LU1508157978.USD","SPWO","BK4588","LU2247934214.USD","LU1989772840.SGD","IE00BZ199S13.USD","BK4605","STSM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673280031","title":"台湾股市：量缩收小红再创历史新高，偏多格局不变5万点前近关情怯","url":"https://stock-news.laohu8.com/highlight/detail?id=2673280031","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673280031?lang=zh_cn&edition=fundamental","pubTime":"2026-10-06 14:53","pubTimestamp":1791269630,"startTime":"0","endTime":"0","summary":"台湾股市：量缩收小红再创历史新高，偏多格局不变5万点前近关情怯路透台北10月6日-台湾股市周二量缩收小涨，再创历史新高，分析师称，随美国科技股收高，台股开高后一度再冲新高位，惟随即引短线获利了结卖压，指数一度翻黑；尾盘在台积电2330.TW收高带动下，指数连二日收盘创新高；短线多头趋势不变，将往上挑战5万点整数大关。今日科技股指数.TELI微收升0.05%，台积电收涨0.39%报2,585台币再创历史新天价。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261006:nL4S45R0L4:1","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":["LU1023057109.AUD","LU1267930490.SGD","LU0488056044.USD","BK4612","BK4585","IE00BFXG0V08.USD","LU1037948897.HKD","LU2087625088.SGD","TSMG","TSMZ","LU1868838027.USD","AIQ","MEMX","EMM","LU2247934214.USD","SG9999004220.SGD","WUGI","LU2028103732.USD","LU1934455863.HKD","BK4588","LU0310799852.SGD","LU0359201885.HKD","LU2250418816.HKD","LU0965508806.USD","LU2458330169.SGD","KNOW","BK4602","BK4554","LU2063271972.USD","LU2092937221.SGD","LU1316542783.SGD","IE00BD6J9T35.USD","LU0823414551.USD","LU2543165471.USD","LU2041044095.USD","BK4527","LU0965509010.AUD","LU2133065610.SGD","LU0878004406.USD","TINS","LU0572940350.SGD","EMC","LU2360106780.USD","LU2106854487.HKD","LU0211328371.USD","LU0823421333.USD","LU0143863784.USD","LU2271345857.HKD","LU1989764748.USD","BK4591","LU0889565833.HKD","LU1917777945.USD","LU2360032135.SGD","AVXC","LU0541501648.USD","LU2125154778.USD","FDTX","LU0889566641.SGD","BK4505","SG9999000418.SGD","LU0175139822.USD","LU0082616367.USD","LU0642271901.SGD","LU2089284900.SGD","LU2471134796.USD","LU0094547139.USD","LU0072462343.USD","LU2663582299.SGD","CWI","TEK","LU1852331112.SGD","LU2491049909.HKD","LU0345770308.USD","LU0823421416.USD","LU0198837287.USD","TTEQ","SPTE","LU0211327993.USD","LU1048588211.SGD","LU0353189763.USD","UMMA","CGDG","LU2491050071.SGD","BK4605","LU2360108059.USD","BK4550","LU1868837722.USD","SPWO","CORO","LU0323591593.USD","BK4503","LU2237443622.USD","LU1712237335.SGD","IE00BKPKM429.USD","IE00BQXX3C00.GBP","LU0719512351.SGD","LU2237443978.SGD","TSMY","LU2023251221.USD","BK4526","IE0004445239.USD","SGXZ99366536.SGD","STSM","LU1989772923.USD","TSM","BK4534","IE00B3M56506.USD","LU0345770993.USD","LU2237443382.USD","LU1211504680.USD","LU0965509101.SGD","IE00BYQQ9H92.USD","LU1989772840.SGD","LU2211814178.USD","LU2458330243.SGD","LU2294711713.HKD","LU2471134523.USD","IE00BZ199S13.USD","LU2506951792.HKD","LU1623119135.USD","LU2089283258.USD","IE00BQXX3D17.EUR","LU1934455194.USD","CNEQ","LU1934455277.USD","LU0158827781.USD","LU1267930813.SGD","LU1989764664.SGD","LU2237443549.SGD","LU0348723411.USD","BLOX","ESIM","LU0056508442.USD","LU2125154935.USD","BK4533","BK4512","TSMU","BK4581","TWSC","LU0792757196.USD","LU0124676726.USD","LU1282649067.USD","LU2054465674.USD","LU0823414478.USD","BK4141","LU0878005551.USD","LU0861579265.USD","BK4543","LU0264606111.USD","CGNG","CHPX","LU0572939691.SGD","LU1803068979.SGD","LU1037948541.HKD","LU1508157978.USD","LU2298321311.HKD","TSMX","BK4548","LU0316494557.USD","LU0882747503.HKD","LU2750360997.AUD","LU0289960550.SGD","LU0689626769.HKD","IE00B5TLWC47.USD","LU0158827948.USD","AVEM","IE00BHPRN162.USD","LU1868837565.USD","CGGO","LU1323610961.USD","SMH","LU1974910355.USD","LU0238689110.USD","BK4532","IE00BQXX3F31.USD","LU2750360641.GBP","AVSE","LU0353189680.USD","SGXZ51526630.SGD","LU0109392836.USD","IE0004086264.USD","IE0004091025.USD","LU0359201612.USD","ADVE","LU0541502299.USD","LU2471134952.CNY","HK0000107257.USD","SGXZ81514606.USD","ASIA","LU2860962120.EUR","BAI","LU0143863198.USD","LU2023250504.SGD","LU2211815571.USD","LU2249611893.SGD","LU0384037296.USD","LU2357125470.USD","LU0359202008.SGD","LU2471134879.HKD","LU2491050154.USD","03145","LU2111349929.HKD","CGIC","LU0965509283.SGD","LU1282649810.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673031668","title":"台积电获高盛唱多：AI强劲需求支撑增长势头延续至2027年，股价仍有近40%上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2673031668","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673031668?lang=zh_cn&edition=fundamental","pubTime":"2026-10-06 14:45","pubTimestamp":1791269136,"startTime":"0","endTime":"0","summary":"10月6日，晶圆代工巨头台积电将于10月15日公布2026年第三季度业绩。高盛在近日发布的研报中指出，台积电强劲的业绩增长势头有望延续至2027年，同时资本支出将逐步提升以支持长期需求。更广泛AI需求提供支撑，增长势头延续至2027年高盛预计，随着AI GPU/AI 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CEO 密会台积电，扩大在台投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2673031952","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673031952?lang=zh_cn&edition=fundamental","pubTime":"2026-10-06 14:27","pubTimestamp":1791268063,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，AMD CEO 苏姿丰密集拜会鸿海、广达、华硕、宏碁等大厂，并与台积电密会。苏姿丰证实，AMD 在台投资 100 亿美元计划将加码，因市场需求暴增，未来将持续扩大在台供应链投资。\n\nAMD 正与台积电及供应商加速提升产能，以应对高于供给的市场需求。 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