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AI芯片

2,622.45

-16.3853-0.62%

涨家数：3

跌家数：13

平家数：- -

市盈率：- -

高：2,643.32

开：2,638.85

低：2,619.05

收：2,638.83

成交量：3.13亿

成交额：827.60亿

市值：28.80万亿

流通市值：26.43万亿

数据加载中...

总览新闻资讯

亚马逊巨额AI资本开支的回报，是否被市场低估了？

华尔街见闻

台积电财报或揭示 AI 需求新线索

杰富瑞将特斯拉目标价从350美元上调至400美元。

马斯克深度访谈！自曝特斯拉两次“生死劫”，还放话要造芯！

SpaceX(SPCX.US) 狂借 400 亿购芯片，达利欧警告 AI 泡沫临界

台积电20亿美元硅中介层大单交给格罗方德，CoWoS关键组件首次转由美国生产

华尔街见闻

英特尔、高通上调处理器价格，AMD 传将跟进

Bitget UEX 日报｜沙特机场遇袭加剧中东风险；美股三大指数反弹；BTC回升至8.4万美元附近（2026年10月12日）

马斯克回应“中国分马”：14亿人里肯定有像我的，想请他一起上台跳舞

IBM 推出 IBM Bob 自托管部署方案，助力企业推进 AI 自主与治理

中国游戏开发商米哈游欲获得Nvidia高端芯片训练AI模型

英伟达盯上250亿美元AI独角兽

马斯克警告：不要“折磨超级智能(SI)”

马斯克：警告勿折磨超级智能

高通与Arm芯片授权诉讼再陷僵局，本周将续审

马斯克认同Anthropic的部分观点，警告不要“折磨超级智能”，表示，“折磨超级智能可能不是个好主意。它可能会想要报复

马斯克转发Terafab招聘并表示：加入Terafab项目。这一巨型设施的产出价值将跻身全球国家GDP前20名。

金斯瑞联手英伟达举办生命科学初创企业创投大赛

英伟达最强游戏显卡要没了？RTX 5090被曝停产

英伟达、微软等响应特朗普为AI改名的倡议公开支持超级智能

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11:15","pubTimestamp":1791774938,"startTime":"0","endTime":"0","summary":"此举标志着AI封装供应链关键环节正式延伸至美国本土。分析指出，五年长约折射出台积电对硅中介层需求长期强劲的判断。与此同时，台系厂商联电、力积电正积极扩产抢单，但这笔大单花落格罗方德，意味着未来五年硅中介层竞争格局将引入美系产能变量。","market":"hk","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/3783407","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4532","LU0823421333.USD","LU1282649810.SGD","TSMG","BK4543","ESIM","LU0211327993.USD","LU2089283258.USD","UMMA","LU0882747503.HKD","IE00BD6J9T35.USD","IE0004091025.USD","MEMX","LU1934455277.USD","AVSE","LU2860962120.EUR","LU1037948541.HKD","LU0175139822.USD","LU0541502299.USD","LU2063271972.USD","SG9999000418.SGD","SPWO","LU0348723411.USD","LU2237443549.SGD","BK4581","LU0965509010.AUD","LU1623119135.USD","LU0572940350.SGD","LU0158827781.USD","CWI","TTEQ","LU1267930490.SGD","LU2125154778.USD","LU1048588211.SGD","LU0878005551.USD","03145","LU1323610961.USD","LU0689626769.HKD","BK4554","STSM","LU1868837565.USD","LU1917777945.USD","LU0642271901.SGD","EMC","LU2360108059.USD","SMH","LU2298321311.HKD","LU0310799852.SGD","LU1037948897.HKD","LU2089284900.SGD","LU2106854487.HKD","LU2237443978.SGD","CGGO","LU0056508442.USD","IE0004445239.USD","LU2087625088.SGD","LU2271345857.HKD","SPTE","LU2111349929.HKD","IE00BQXX3C00.GBP","LU2054465674.USD","LU1989764664.SGD","LU2491049909.HKD","LU2294711713.HKD","LU1852331112.SGD","IE00BQXX3F31.USD","LU0211328371.USD","LU0353189763.USD","LU2028103732.USD","LU0238689110.USD","IE0004086264.USD","FDTX","LU0823421416.USD","LU2471134952.CNY","BAI","BK4550","CNEQ","LU0861579265.USD","LU0541501648.USD","LU1989764748.USD","LU2491050071.SGD","BK4505","WUGI","TEK","LU0823414478.USD","BK4526","LU1989772840.SGD","BK4612","LU0345770993.USD","LU2125154935.USD","TINS","LU1712237335.SGD","BK4141","LU0488056044.USD","IE00BYQQ9H92.USD","LU0878004406.USD","LU0345770308.USD","CGNG","BK4548","LU0965509283.SGD","LU2249611893.SGD","BK4605","LU2471134523.USD","AVEM","LU0264606111.USD","SGXZ81514606.USD","LU2360032135.SGD","LU0198837287.USD","IE00BQXX3D17.EUR","AVXC","LU1508157978.USD","CHPX","LU0109392836.USD","TSMX","LU1934455194.USD","LU2237443382.USD","LU0823414551.USD","LU0289960550.SGD","LU0965508806.USD","LU0124676726.USD","BK4585","LU1989772923.USD","LU2023250504.SGD","TSMU","LU0889565833.HKD","LU2663582299.SGD","BK4533","BK4602","BLOX","LU0384037296.USD","AIQ","LU1974910355.USD","LU2211814178.USD","LU0965509101.SGD","LU0359201885.HKD","SG9999004220.SGD","CGDG","LU0316494557.USD","LU1803068979.SGD","BK4588","GFSG","LU0719512351.SGD","LU0792757196.USD","LU2458330169.SGD","LU1023057109.AUD","HK0000107257.USD","SGXZ51526630.SGD","LU1267930813.SGD","LU0359202008.SGD","ADVE","LU2092937221.SGD","ASIA","TSMY","LU2543165471.USD","BK4527","LU2357125470.USD","SGXZ99366536.SGD","KNOW","LU1211504680.USD","LU2471134879.HKD","LU0158827948.USD","LU2250418816.HKD","IE00BFXG0V08.USD","IE00BKPKM429.USD","IE00BHPRN162.USD","LU0094547139.USD","LU2491050154.USD","GFS","LU0359201612.USD","LU1316542783.SGD","LU0143863198.USD","TSMZ","LU0889566641.SGD","LU0323591593.USD","LU1868837722.USD","TWSC","LU1868838027.USD","LU0572939691.SGD","LU2458330243.SGD","BK4512","LU2471134796.USD","LU2360106780.USD","LU0082616367.USD","LU0353189680.USD","BK4534","EMM","LU0143863784.USD","LU1282649067.USD","LU2041044095.USD","CORO","IE00BZ199S13.USD","BK4591","LU2023251221.USD","LU2211815571.USD","IE00B5TLWC47.USD","LU1934455863.HKD","LU2750360997.AUD","CGIC","LU2506951792.HKD","LU2750360641.GBP","TSM","LU2247934214.USD","BK4503","LU2133065610.SGD","LU0072462343.USD","LU2237443622.USD","IE00B3M56506.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674685823","title":"英特尔、高通上调处理器价格，AMD 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UEX 日报｜沙特机场遇袭加剧中东风险；美股三大指数反弹；BTC回升至8.4万美元附近（2026年10月12日）","url":"https://stock-news.laohu8.com/highlight/detail?id=2674080828","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674080828?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 10:45","pubTimestamp":1791773107,"startTime":"0","endTime":"0","summary":" Bitget UEX 日报 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10:40","pubTimestamp":1791772800,"startTime":"0","endTime":"0","summary":"凤凰网科技讯10月12日，据“RT今日俄罗斯，近日，马斯克在X Takeover活动中回应了走红网络的“中国版马斯克”(马一龙)相关视频。他表示，“中国14亿人口中，肯定有人长得像我”，并称希望那 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