美股詳情

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AI

1,572.03

-9.5918-0.61%

漲家數：15

跌家數：29

平家數：- -

市盈率：- -

高：1,587.92

開：1,584.73

低：1,569.47

收：1,581.62

成交量：7.11億

成交額：1,690.71億

市值：30.56萬億

流通市值：27.92萬億

資料載入中...

總覽新聞資訊

英特爾上漲3%。

美股三大指數低開，英偉達升逾1%

美股開盤｜標普微跌納指持平；三倍做多半導體ETF漲逾2%、英偉達等芯片股活躍；半導體股走強

Silver Lake與英特爾支持的Altera已秘密提交美國IPO申請

美銀重磅上調預測：2030年美國半導體市場規模接近翻倍至3.2萬億美元 AI及存儲將驅動下一階段增長

Bulten旗下Exim斬獲亞洲戰略供應協議

美光演示全球首款512GB DDR5 RDIMM內存模塊，預計2027年下半年實現量產。

由英特爾資深人士創立的芯片初創公司Delos Data為人工智能網絡籌集了1億美元資金

Salesforce（CRM）與西門子（SIEGY）達成深度AI戰略合作

諾貝爾獎得主雷薩表示：現在就必須對人工智能加以限制，否則人類將失去自主權

馬斯克月球城市夢遇冷！最新報告：10億噸水只夠百萬人用100年

花旗：半導體股回調是買入良機，看好英偉達和博通

台積電(TSM.US)為何謹慎使用AI？聯席COO：如同「3歲超人」強大卻不知對錯暫難助力打造下一代半導體技術

9月15日，賽富時在人工智能領域連推多項合作：首先，與英偉達共同推出KOA，這是首個基於英偉達Nemotron大語言模型

Salesforce與Google Cloud擴大企業AI合作協議

Salesforce與英偉達聯合推出KOA

賽富時宣佈：英偉達模型經Missionforce運營後訓練，將於2026年10月面向部分客户開放

Salesforce(CRM.US)：與亞馬遜雲科技（AWS）宣佈擴大人工智能集成合作，為企業工作流程提供AI整合支持。

Salesforce(CRM.US)：公司與英偉達將把基於NeMoTron的模型和加速計算技術引入Missionforc

Salesforce 與英偉達推出新 CRM 推理模型

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21:16","pubTimestamp":1789478194,"startTime":"0","endTime":"0","summary":"美银预计，到2030年，该行业的潜在市场总规模将达到3.2万亿美元，高于此前预测的2.7万亿美元。与此同时，美银还上调了半导体设备行业前景预测，对2026年晶圆制造设备相关支出规模的预测从1440亿美元上调至1560亿美元;对2027年的预测则从1900亿美元上调至2100亿美元。该行还预计，到2030年，相关支出规模可能达到3600亿美元。TrendForce表示，第二季度全球DRAM行业营收环比大增59.5%，达到近1547.3亿美元。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1496487.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1280957306.USD","IE00B19Z3581.USD","LU2471134523.USD","LU1629891620.HKD","LU0154236417.USD","LU0689472784.USD","IE00BJLML261.HKD","GB00BDT5M118.USD","LU0964807845.USD","LU0889565833.HKD","LU1145028129.USD","EMSF","LU0417517546.SGD","LU0943347566.SGD","LU2087625088.SGD","LU2471134796.USD","IE00B19Z3B42.SGD","LU0133085943.USD","IETC","CHPS","MUZ","PSI","LU0889566641.SGD","LU0157215616.USD","BK4554","DRMY","LU0787776722.HKD","RULE","LU1989764664.SGD","SG9999001424.SGD","FAI","USXF","LU0256863811.USD","TTXU","LU0096364046.USD","IE00BK4W5L77.USD","LU0082616367.USD","BK4527","LU0061475181.USD","MUU","FTXL","LU2357627491.SGD","LU0642271901.SGD","LU2048586759.USD","LU0127658192.USD","LEGR","MUG","MU","LU1720051017.SGD","LU0820561818.USD","IE00BKDWB100.SGD","BAI","LU0672654240.SGD","LU2750360641.GBP","LU0640476718.USD","LU1778281490.HKD","LU0109391861.USD","JGRO","LU0320765059.SGD","LU1323610961.USD","LU2756315664.SGD","LU2756315318.SGD","LU1868837136.USD","SOXQ","LU2168564495.EUR","FDTX","LU2357305700.SGD","LU2211815571.USD","BK4579","LU0081259029.USD","LU2543165471.USD","SGXZ81514606.USD","FTEC","SOXX","LU2931357623.SGD","SMH","AIFD","BK4575","LU0238689110.USD","TRFK","IXN","LU2458330243.SGD","LU0820562030.AUD","LU0859254822.USD","DISK","ARTY","LU0820561909.HKD","LU0234570918.USD","LU2471134952.CNY","PTF","AIQ","LU1366333091.USD","IE00B1XK9C88.USD","IE0002270589.USD","LU1551013425.SGD","IE0009356076.USD","BK4588","LU0353189763.USD","LU1674673428.USD","LU2250418816.HKD","MULL","FXL","LU2168564149.EUR","VGT","LU1674673691.USD","LU0210536198.USD","LU2750360997.AUD","LU0056508442.USD","LU2471134879.HKD","IE00B5949003.HKD","LU1720051108.HKD","LU1803068979.SGD","IE00BSNM7G36.USD","CGGO","LU1868836914.USD","LU0203347892.USD","LU0708995401.HKD","LU2168564065.EUR","WUGI","CHPX","EFIV","MUD","LU1852331112.SGD","LU2458330169.SGD","AIS","BK4533","LU0792757196.USD","LU0256863902.USD","LU1267930813.SGD","BK4512","LU1868836591.USD","IE00BWXC8680.SGD","BK4585","LU0719512351.SGD","LU1548497426.USD","LU2403377893.USD","LU0274383776.USD","LU1551013342.USD","LU1868836757.USD","LU2054465674.USD","SHOC","LU0109392836.USD","BK4141","BK4532","LU0203345920.USD","SGXZ99366536.SGD","IE0034235303.USD","LU2286300806.USD","SGXZ51526630.SGD","LU1267930730.SGD","LU1914381329.SGD","BOBP","LU2168563687.JPY","LU1861215975.USD","IE00B7SZLL34.SGD","LU2168564222.USD","CHAT","LU0323591593.USD","LU2023250330.USD","WLDR","LU2089985449.USD","MUYY","LU2896262040.SGD","SOX","LU0353189680.USD","LU2290526834.HKD","LU1868837300.USD","LU1316542783.SGD","LU2360106780.USD","XLK","LU1861220033.SGD","BK4566","LU1989764748.USD","BK4543","LU2213496289.HKD","LU0683600562.USD","XNTK","BK4553","BK4605","IE00BK4W5M84.HKD","LU2360107168.USD","IE000M9KFDE8.USD","LU2102340556.USD","EGGY","HBMX","MIC","SMU00main"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141586189","title":"Bulten旗下Exim斬獲亞洲戰略供應協議","url":"https://stock-news.laohu8.com/highlight/detail?id=1141586189","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141586189?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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Research）。该协议全面落地后，预计每年带来的业务量将突破1000万美元。这一里程碑式的合作，标志着Exim在亚洲市场的进一步拓展与深化。","market":"hk","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":["LU2242649171.HKD","LU2473716301.USD","CLSE","BK4588","KNOW","LU0157215616.USD","BK4581","LU1670628061.USD","LU2272731782.SGD","IE00BQXX3D17.EUR","LU1235294995.USD","RDVI","LU1066053197.SGD","BOBP","SG9999002232.USD","IE00BKDWB100.SGD","LU1548497426.USD","LU1670627923.USD","LU0957791311.USD","LU0957808578.USD","LU0082616367.USD","IE00B1BXHZ80.USD","LU0109391861.USD","SG9999002224.SGD","ABFL","LU0672654240.SGD","LU1674673428.USD","LU0417517546.SGD","LU2063271972.USD","LU0719512351.SGD","IE00B5949003.HKD","IE00BQXX3F31.USD","LU0210533765.USD","LU0348723411.USD","LU0476273544.USD","LU1804176565.USD","LU2322448791.USD","LU1069347547.HKD","LU2106854487.HKD","IE0004445015.USD","LU1066051498.USD","LU1992135399.USD","BK4567","LRCU","LU1496350502.SGD","RULE","LU0187121727.USD","LU0823434583.USD","LU1066051225.USD","LU2250418816.HKD","LRCX","LU0251132253.USD","LU2896262040.SGD","IE00B1XK9C88.USD","LU0320765059.SGD","QQQG","LU1720051108.HKD","LU2360106780.USD","LU1815333072.USD","BK4147","LU1815336760.USD","IETC","LU1992135472.HKD","LU0823434740.USD","LU1244550494.USD","IE00BWXC8680.SGD","LU2543165471.USD","LU2357305700.SGD","LU0096362180.USD","LU0210536198.USD","LU1244550221.USD","LU2265009873.SGD","IE00BQXX3C00.GBP","COWG","LU1046421795.USD","LU0256863811.USD","LU1144417596.USD","LU2931357623.SGD","IE0009356076.USD","LU2272731865.HKD","LU2244417387.USD","LU1917777945.USD","LU1267930730.SGD","TDV","LU0061474960.USD","BK4533","LU1720051017.SGD","EPAI","LU2023250504.SGD","RDVY","IE00B4JS1V06.HKD","LU0081259029.USD","LU0061475181.USD","IE00B775H168.HKD","LU0868494617.USD","LU2272731600.USD","LU0708995401.HKD","IE00BJJMRY28.SGD","LU0942090050.USD","LU1642822529.SGD","LU1974910355.USD","LU2322448957.HKD","LU0256863902.USD","LU0444971666.USD","PSI","LU0868494708.USD","LRCC","LU2089985449.USD","BK4551","IE00BN29S564.USD","BK4543","IE00BFSS8Q28.SGD","IE0005OL40V9.USD","LU2023250843.SGD","LU1244550577.SGD","SGXZ80539844.SGD","LU0056508442.USD","LU1066051811.HKD","LU0097036916.USD","LU1035773651.USD","LU1823568750.SGD","BK4585","LU1366333091.USD","LU1852331112.SGD","TINY","IE00BSNM7G36.USD","LU0444973449.USD","LU1778281490.HKD","BAI","LU1674673691.USD","LU0274383776.USD","TEK","IE00B7KXQ091.USD","IE00BFSS7M15.SGD","LU0048584097.USD","IE00BJJMRX11.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667564724","title":"美光演示全球首款512GB 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