美股詳情

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景林資產持倉

5,869.17

-55.8364-0.94%

漲家數：7

跌家數：25

平家數：1

市盈率：- -

高：5,943.26

開：5,943.26

低：5,859.68

收：5,925.01

成交量：2.86億

成交額：573.32億

市值：19.05萬億

流通市值：17.68萬億

資料載入中...

總覽新聞資訊

AI盡頭真就是電力!谷歌(GOOGL.US)相中美國能源腹地，謀劃AI基建新佈局

SB Energy將向日本投資者出售價值最高達5億美元的股份，作為其在美國首次公開募股（IPO）的一部分

英王查理斯召集多間AI巨頭開會，黃仁勳、OpenAI、Anthropic高層將出席

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理想汽車與小米汽車調整動力電池供應商

黃仁勳發聲：「末日論」是「不講科學的譁眾取寵」，RSI絕非「失控黑魔法」，特朗普「中途插入」：末日輪全是騙局

华尔街见闻

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智通财经网

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期權聚焦 | 微軟2293萬美元跨期看漲價差大單押注遠月上行，535-605Call組合顯看漲情緒

期權聚焦 | 谷歌遠月380美元Call大單買入300萬美元，IV處低位仍偏多佈局

黃仁勳：我希望在工作崗位上離世

AI 網絡技術公司 Cornelis 完成 2.05 億美元融資，以開放架構與英偉達競爭

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微軟CEO薩提亞·納德拉呼籲AI行業優先確保安全並保持人類對技術的控制權

據Business Insider：在一份內部備忘錄中，微軟(MSFT.US)CEO納德拉表示，AI應保持在人的控制之下

微軟首席執行官薩提亞·納德拉敦促人工智能行業優先考慮安全性，並保持人類對技術的控制。

供應鏈風險對沖！高通驍龍8 Elite Gen 6有望重啓台積電三星雙代工

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凤凰网科技

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Energy將向日本投資者出售價值最高達5億美元的股份，作為其在美國首次公開募股（IPO）的一部分","url":"https://stock-news.laohu8.com/highlight/detail?id=2667697529","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667697529?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:25","pubTimestamp":1789435503,"startTime":"0","endTime":"0","summary":"更新 1-SB Energy将向日本投资者出售价值最高达5亿美元的股份，作为其在美国首次公开募股的一部分补充背景信息Anton Bridge路透东京9月15日-周二提交的一份文件显示，由软银集团支持的数据中心开发商SB Energy将向日本投资者出售价值高达5亿美元的股份，作为其在美国首次公开募股的一部分。该文件未披露此次美国首次公开募股的规模。据路透报道，软银可能寻求为SB Energy争取500亿美元的估值 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3/2 奈米與 CoWoS 仍緊，AWS、聯發科產能配置有變","url":"https://stock-news.laohu8.com/highlight/detail?id=2667697366","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667697366?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:02","pubTimestamp":1789434169,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，时序进入2026年第3季下旬，台积电3奈米、2奈米先进制程与CoWoS先进封装产能持续供不应求。NVIDIA、苹果持续占有先进制程与封装资源；亚马逊AWS旗下Annapurna近期放大AI自研芯片投片，取得更多3奈米产能。联发科除手机芯片外，亦以Google TPU相关大单争抢2/3奈米制程与CoWoS-S/L产能。市场传出台积电近期重新调整产能配置。联发科承接Google TPU大单后，下一代TPU v9将同时采用台积电CoWoS-L及英特尔EMIB-T，已微调联发科3奈米、2奈米产能安排。目前台积电3奈米主要客户为NVIDIA，2025年超越苹果成为最大客户；2奈米则以苹果等需求为主。AWS放大Annapurna投片后，其3奈米与CoWoS配置顺位已提升。台积电2026年初起加速扩产，新竹宝山Fab 20及高雄Fab 22的2奈米月产能至10月底各有5万片，合计约10万片；至10月底南科3奈米月产能约18.5万片。至9月底整体产能利用率约96.2%，其中16/12奈米以下至2奈米均为100%。CoWoS供应不足带动先进封装订单外溢，承接顺位为日月光集团旗下硅品优先，接着为Amkor、力成等，力成相关封测产能已全数满载，订单能见度至2028年。 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| AMZN驚現588萬美元翼型價差押注受控上漲，跨期收租組合同步佈局，大單偏多但拒絕失控拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1116241545","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116241545?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:02","pubTimestamp":1789434163,"startTime":"0","endTime":"0","summary":"当日大单交易以多腿CALL组合为主，一笔588.00万美元净支出的翼型价差与一笔367.50万美元净收款的跨期组合相继出现，资金整体围绕中期上行展开布局，但结构上均拒绝失控式拉升。结合结构看，这更接近双卖中间执行价区间的翼型价差布局，核心意图是押注AMZN未来上涨，但更倾向于认为涨幅将落在有限区间内，而不是出现单边大幅飙升。整体来看，AMZN当日大单情绪偏多。综合判断，大单资金对AMZN后续走势持偏多态度，但更认可受控上涨而非失控式拉升。","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":"","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":["LU1496350171.SGD","AMZP","LU2746668461.USD","IE00BJTD4V19.USD","LU2271345857.HKD","LU2275660780.HKD","LU2211817866.USD","LU0742534661.SGD","IE00B19Z3581.USD","LU0130103400.USD","LU1720051108.HKD","LU0871640123.AUD","LU1119994496.HKD","LU1868837300.USD","IE000F7OJYX1.SGD","LU0889565833.HKD","LU2602419157.SGD","IE00B7SZLL34.SGD","BK4532","SGXZ81514606.USD","LU1066051225.USD","LU0820561909.HKD","LU1435385759.SGD","LU2023250843.SGD","BK4585","IE000WAW04H5.SGD","LU2361045086.USD","LU0345774631.USD","LU0061474705.USD","LU2420271590.USD","LU1127390331.HKD","LU0345770308.USD","LU0965509101.SGD","LU2543165471.USD","LU1804176565.USD","LU0210536198.USD","LU2028103732.USD","IE00BMPRXQ63.HKD","SG9999001077.SGD","BK4554","LU0312595415.SGD","LU0823421416.USD","LU0417517546.SGD","LU1935042488.USD","LU0784384876.USD","LU0320765489.SGD","LU1917777945.USD","LU1934455277.USD","LU0097036916.USD","AMZO","LU1046421795.USD","LU0390134368.USD","LU1037948897.HKD","LU2237438978.USD","LU2168564495.EUR","SGXZ80539844.SGD","LU0320765059.SGD","LU2461242641.AUD","LU0143551892.USD","LU2361044865.SGD","IE0004091025.USD","AMZZ","LU2087625088.SGD","LU1852331112.SGD","SG9999004303.SGD","LU0314104364.USD","LU0964807845.USD","LU0787776722.HKD","LU2896262040.SGD","LU2764263203.CNY","SG9999018857.SGD","LU1914381329.SGD","LU2168564065.EUR","LU2083900584.USD","LU1244550577.SGD","LU1868836914.USD","IE00BJJMRX11.SGD","LU2471134952.CNY","LU2505996681.GBP","LU1935043452.HKD","IE0005OL40V9.USD","BK4551","LU2023251221.USD","LU0943347566.SGD","LU2125154778.USD","BK4524","CLIX","LU2487616109.SGD","LU1935043023.USD","IE0004445239.USD","LU0786609619.USD","LU2092937148.SGD","LU2764263039.SGD","LU1074936037.SGD","LU0251131958.USD","LU0127658192.USD","SG9999015978.USD","LU2362540622.SGD","LU1934455194.USD","LU2242649171.HKD","IE00B3SWFQ91.USD","IE00BMPRXR70.SGD","LU0072462426.USD","LU0265550946.USD","USAW.SI","LU0210533765.USD","LU0234572021.USD","LU0823421333.USD","LU0345768153.USD","LU2720916845.USD","LU2211815571.USD","IE00B1BXHZ80.USD","BK4561","LU0256863902.USD","SG9999015952.SGD","LU2756315318.SGD","LU0267386448.USD","LU1496350502.SGD","LU0053666078.USD","LU0683600562.USD","IE00B775SV38.USD","LU1551013342.USD","LU0072461881.USD","BK4550","LU2462157665.USD","LU0323591593.USD","LU0149725797.USD","LU0265550359.USD","LU2552382132.HKD","LU0162691827.USD","LU1267930573.SGD","LU1145028129.USD","LU1814569148.SGD","LU0882574139.USD","LU2362541513.USD","LU0276348264.USD","LU1551013425.SGD","LU0494093205.USD","LU1267930730.SGD","LU0128525929.USD","LU0345768740.USD","WANT","HK0000532082.HKD","LU0070302665.USD","IE00B19Z8W00.USD","LU2552382058.USD","LU0456855351.SGD","IE00BK4W5M84.HKD","LU1232071149.USD","RTH","LU1979441026.SGD","LU1791710400.SGD","IE00B19Z3B42.SGD","SG9999002232.USD","HK0000304805.HKD","BK4533","LU0133085943.USD","LU2237957811.SGD","LU0965508806.USD","LU0648001328.SGD","AMZG","LU0048573561.USD","LU0107464264.USD","LU2456880835.USD","LU2430703095.HKD","IE0003U64NQ7.SGD","LU2125154935.USD","IE000ITXATA3.USD","LU0985320562.USD","LU1066051498.USD","LU2361044949.HKD","SG9999002224.SGD","HK0000304797.USD","LU0203202063.USD","BK4535","LU0302445910.USD","LU0174119429.USD","BK4612","IE0009G5SDU7.USD","LU2054465674.USD","LU2023250504.SGD","LU1316542783.SGD","LU2168564222.USD","LU1069344957.HKD","LU2264538146.SGD","LU1280957306.USD","LU0138981039.USD","LU2247934214.USD","BK4598","LU2092627202.USD","LU2505996509.AUD","IE00BMPRXN33.USD","LU0784385840.USD","LU2065171311.SGD","IE00BKVL7J92.USD","LU2403377893.USD","LU1861127337.USD","GB00BDT5M118.USD","IE00BQXX3F31.USD","LU1718418525.SGD","IE000M9KFDE8.USD","LU2471134879.HKD","LU0342679015.USD","IE00BQXX3D17.EUR","LU2213496289.HKD","IE00B5949003.HKD","LU0724617625.USD","LU1868836757.USD","LU2087621335.USD","LU1066053197.SGD","LU0211328371.USD","IE00BKPKM429.USD","LU2089283258.USD","LU0353189763.USD","SG9999015986.USD","LU0957791311.USD","BK4534","LU0198837287.USD","LU0949170426.SGD","LU0640476718.USD","IE000KEQY171.SGD","LU0689472784.USD","LU1267930490.SGD","LU2065169927.USD","IE0004086264.USD","LU0234570918.USD","SG9999018865.SGD","SG9999014880.SGD","BK4579","LU2089284900.SGD","LU1989764748.USD","IE00B3S45H60.SGD","LU1116320737.USD","LU0048584097.USD","LU1674673691.USD","LU0251132253.USD","LU0784385170.HKD","LU0289941410.SGD","LU2552382215.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| 微軟2293萬美元跨期看漲價差大單押注遠月上行，535-605Call組合顯看漲情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=1173439566","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173439566?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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網絡技術公司 Cornelis 完成 2.05 億美元融資，以開放架構與英偉達競爭","url":"https://stock-news.laohu8.com/highlight/detail?id=2667694065","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667694065?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 08:23","pubTimestamp":1789431836,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 TechCrunch 报道，AI 网络技术公司 Cornelis 宣布完成 2.05 亿美元融资，由 IAG Capital Partners 领投。该公司 2020 年从 Intel 分拆，开发帮助 AI 芯片更有效通信的网络技术，并发布名为 Active Compute Fabric 的产品，针对大量 GPU 时间被浪费在等待数据到达的问题，通过让芯片同时处理和发送信息来解决。Cornelis 以开放架构与英伟达竞争，客户可在其网络架构上使用多种 GPU 和加速器硬件。尽管 Nvidia 芯片技术上可在其他网络架构上运行，但其针对自家软件优化，使客户更倾向使用 Nvidia 全套 GPU 堆栈。Cornelis 已开始出货产品，并正在开发预计今年晚些时候发布的新一代产品。 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