美股詳情

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半導體精選

6,628.34

+18.460.28%

漲家數：12

跌家數：5

平家數：- -

市盈率：- -

高：6,694.42

開：6,640.42

低：6,616.53

收：6,610.65

成交量：1.20億

成交額：299.78億

市值：12.34萬億

流通市值：11.82萬億

資料載入中...

總覽新聞資訊

AI芯片熱潮再添IPO新軍！英特爾、銀湖支持的Altera正式衝刺美股

美國財長貝森特：特朗普與英偉達黃仁勳立場完全一致。

黃仁勳再談 AI 危險論：很多預測都是編的，中國會成為全球開源重要力量

思科(CSCO.US)和英偉達(NVDA.US)擴大Splunk智能代理人工智能合作協議。

Meta Platforms(META.US)：與英偉達芯片相比，這些芯片將節省成本和能源。

半導體板塊整體反彈費城半導體指數漲1.40% Arm Holdings（ARM）升4.83%

美股異動 | 芯片股多數上漲高通(QCOM.US)漲逾4%

高通(QCOM)股票9月15日開盤上漲4.71%：原因全解讀

TradingKey中文

美股費城半導體指數漲幅擴大，COHERENT升逾4%，高通、英特爾、邁威爾升逾3%，SK海力士、ARM、超威半導體升逾2%

美股異動｜特朗普斥AI擔憂是騙局，半導體股集體反彈，高通升逾4%

美股芯片股盤初普漲，英特爾、邁威爾科技、高通升逾3%

老虎资讯综合

美股「科技七巨頭」盤初普跌，蘋果跌0.52%，谷歌跌0.41%

每日经济新闻

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

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

花旗：半導體股回調是買入良機，看好英偉達和博通

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費城半導體指數漲1.40%  Arm Holdings（ARM）升4.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667628160","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667628160?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 22:00","pubTimestamp":1789480822,"startTime":"0","endTime":"0","summary":"金吾财讯 | 半导体板块盘初整体反弹回升，截至发稿，费城半导体指数涨1.40%，成分股中，Arm Holdings（ARM）涨4.83%，高通（QCOM）涨4.14%，Coherent（COHR）涨3.81%，美国超微公司（AMD）涨2.79%，迈威尔科技（MRVL）涨2.82%，英特尔（INTC）涨2.28%，Credo 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| 芯片股多數上漲 高通(QCOM.US)漲逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667562887","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667562887?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 21:54","pubTimestamp":1789480473,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周二，芯片股多数上涨，高通涨逾4%，英特尔、SK海力士、美国超微公司涨逾2%。消息面上，高通官方9月15日宣布，努比亚NaviX Ultra手机将搭载第五代骁龙8至尊版移动平台，支持豆包手机助手带来生成式AI和智能体AI体验。努比亚NaviX Ultra由中兴通讯与字节跳动联合研发，搭载豆包手机助手，被称为“豆包手机二代”。","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/1496513.html","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":"stock_zhitongcaijing","symbols":["TDV","LU2106854487.HKD","BK4581","BK4575","SG9999015978.USD","LU1084165304.USD","LU1066051225.USD","BK4585","BK4527","LU0061475181.USD","LU0081259029.USD","LU0942090050.USD","BK4512","BK4554","LU1035775433.USD","LU1046421795.USD","SG9999015952.SGD","LU1244550221.USD","LU1244550577.SGD","BK4605","IE00BSNM7G36.USD","LU1066051498.USD","LU2247934214.USD","LU0868494708.USD","IE00BVYPNQ40.USD","QCMD","QCML","IE00BVYPNP33.GBP","QCMU","BK4141","LU1066053197.SGD","LU1069344957.HKD","LU1823568750.SGD","QCOM","BK4612","SG9999002232.USD","LU1261432733.SGD","FTXL","BK4515","BK4604","SG9999001424.SGD","BK4579","LU1917777945.USD","GB00BDT5M118.USD","BK4532","SQCOMmain","LU1066051811.HKD","BK4598","LU2023250504.SGD","LU0868494617.USD","LU1496350502.SGD","LU0079474960.USD","IE00BGHQDM52.EUR","SG9999015945.SGD","SG9999015986.USD","LU1244550494.USD","BK4534","LU1974910355.USD","SG9999002224.SGD","LU1119994496.HKD","BK4588","BK4573","BK4561"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667628579","title":"高通(QCOM)股票9月15日開盤上漲4.71%：原因全解讀","url":"https://stock-news.laohu8.com/highlight/detail?id=2667628579","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667628579?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 21:47","pubTimestamp":1789480076,"startTime":"0","endTime":"0","summary":"• 高通与亚马逊云科技合作共同开发定制 AI 推理处理器。\n• 技术指标显示 MACD 买入信号和威廉指标（Williams %R）超买。\n• 该公司报告年度营收为 442.8 亿美元，净利润为 55.4 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援引知情人士的话称，该公司正在筹备首次公开募股，最早可能于今年完成，募资规模或超过20亿美元。Altera生产可编程芯片，广泛应用于数据中心、电信网络、工业设备、人工智能应用以及航空航天和国防系统。","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:20260915:nL4S4570XR:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["INYY","BK4579","SINTCmain","LU0321505868.SGD","04335","IE000BZT7R73.USD","BK4533","TTEQ","HK0000304805.HKD","LU2931357623.SGD","AIQ","BK4602","BK4612","HK0000304797.USD","DRIV","LU2764263039.SGD","IE000M9KFDE8.USD","LU0859254822.USD","IE000SO60NU8.SGD","LU2764263203.CNY","LU2764262908.HKD","CHPS","LU1852331112.SGD","BK4554","IE0000B7K699.USD","IE000F7OJYX1.SGD","LU0149725797.USD","LU0187121727.USD","INT","BK4605","BK4512","LU0274383776.USD","INTC","BK4585","INTW","LU2360106780.USD","BK4534","LU2357627491.SGD","FTXL","SOXX","LU0719512351.SGD","LEGR","LU2148611432.USD","BK4141","LU0048573561.USD","LINT","IE000MB6IJN5.SGD","BK4535","LU0251131958.USD","LU0081259029.USD","LU0154236417.USD","XNTK","LU2244417387.USD","LU2720916845.USD","LU0097036916.USD","IE000WAW04H5.SGD","QQQA","BK4588","BK4543","BK4529","LU0321505439.SGD","BK4527","LU2250418816.HKD","BK4515","BK4575","LU0082616367.USD","LU2543165471.USD","LU2089985449.USD","LU0742534661.SGD","BK4550","LU0056508442.USD","LU0251142724.SGD","AIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667640515","title":"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 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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":"2667564724","title":"美光演示全球首款512GB 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