美股詳情

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橋水持倉

2,463.31

-9.8562-0.40%

漲家數：34

跌家數：62

平家數：1

市盈率：- -

高：2,474.08

開：2,473.16

低：2,460.71

收：2,473.15

成交量：2.26億

成交額：503.94億

市值：15.78萬億

流通市值：14.99萬億

資料載入中...

總覽新聞資訊

高盛大幅上調光模塊市場預測，2028年規模或達1485億美元；英特爾CPU據稱10月將再漲10%

瀋陽農業大學舉行2026級新生開學典禮

主播説聯播丨年省超50億元運輸費，平陸運河將改變什麼？

營收淨利雙降，lululemon中國銷售被營銷「拖下水」

小米汽車：小米澎程4分鐘鎖單突破10000台。

高盛上調光模塊預測，2028 年規模或近 1500 億美元

青春華章丨燃！這就是今天的中國青年

高盛大幅上調光模塊市場預測：2028年規模或近1500億美元

高盛大幅上調光模塊市場預測：2028年規模或近1500億美元

蔚來告別浪漫主義：保毛利，穩定價，不講故事

微脈「臨床級健康管理」接入騰訊 WorkBuddy

小米澎程N90 Max定價26.99萬元。

摩根結構產品發行四隻可贖回牛熊證掛鈎騰訊、美團、滙豐及阿里巴巴

市場消息：環球戰略集團與京東貿易集團就共建數字平台簽署不具法律約束力的諒解備忘錄。

業績向好，股價遇冷！李斌：蔚來又到認知分歧點

国际金融报

翱捷科技：阿里網絡減持股份持股比例降至11.17%

像充話費一樣買Token 天貓上線AI空間站，智譜、Kimi等入駐

每日经济新闻

小米澎程N70 Pro定價20.99萬元。

貝萊德：北歐是全球領先的創新地區，已催生超過100家獨角獸企業和數千家風投支持的公司。

雷軍：小米18Fold9月10日早10點正式開售。

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ChainCatcher 消息，高盛在最新全球光模块报告中大幅上调行业预测，预计全球光模块市场规模将在 2026 年至 2028 年分别达到约 677 亿美元、1314 亿美元和 1485 亿美元，较此前预测上调 33%、81% 和 115%。高盛认为，这轮上修并非单纯来自 AI 服务器数量增长，更重要的是 AI 服务器架构持续向高速网络迁移，加上单颗 GPU 或 ASIC 芯片所需光模块数量增加，推动 800G、1.6T 乃至 3.2T 需求快速放量。 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