美股詳情

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半導體精選

6,617.31

+6.670.10%

漲家數：12

跌家數：5

平家數：- -

市盈率：- -

高：6,694.42

開：6,640.42

低：6,593.77

收：6,610.65

成交量：3.34億

成交額：786.69億

市值：12.32萬億

流通市值：11.80萬億

資料載入中...

總覽新聞資訊

聯發科推出其首款採用台積電(TSM.US) 2納米工藝的移動芯片Dimensity 9600 Pro。

台積電在將AI應用於技術開發方面採取「保守」策略。

黃仁勳稱中國 2030 年可搞定國產先進光刻

聯發科發布天璣9600Pro旗艦芯片

消息稱台積電大幅提升先進工藝產能以滿足AI需求

博通(AVGO.US)CEO回擊「AI剎車論」：AI半導體營收目標不變，2028年衝2300億美元

消息稱三星電子調整定製HBM基礎芯片供應鏈，或推行「雙軌」戰略

推理芯片賽道又出潛力新星！三星與歐洲多國資本豪擲2億歐元力挺 Euclyd

台灣股市：量縮收低連四日下挫，受聯儲局升息預期與AI股重挫打擊

據報道，三星電子為其高帶寬內存（HBM）提供基礎芯片的戰略預計將發生重大變化。在定製化HBM市場需求增長預期之下，該公司

特朗普電話中自稱遺傳基因好，黃仁勳秒接話：難怪懂AI

阿斯麥擬於2028年產超110部光刻機英特爾將重返核心客户名單

英偉達回應黃仁勳特朗普互動

收割「癌王」的人

英偉達等限制員工使用Claude

NVIDIA護城河被撬開！AMD顯卡Windows上成功跑通CUDA

三星電子、SK 海力士三季度營業利潤預期上調

「AI減速論」砸向芯片股，英偉達市值一夜蒸發超1700億美元

Bitget UEX 日報｜聯儲局加息預期升温；英偉達跌3.36%；CrowdStrike飆升13.85%（2026年09月15日）

黃仁勳論壇現場接特朗普電話：不會讓AI減速發生「AI末日論」沒有科學依據

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9000系列全面覆盖。不过现在还远不到CUDA护城河被填平的时候，关键AI库cuDNN、TensorRT和NCCL目前均无法解析，如果工具重度依赖cuDNN，这套方案就会直接失效。","market":"sh","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://tech.ifeng.com/c/8wR52rsokJR","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["NULC","BK4605","LU0820562030.AUD","LU1935042215.USD","LU1803068979.SGD","LU2125909247.SGD","TTXU","AMDY","LU2505996681.GBP","IE00BMPRXR70.SGD","LU0943347566.SGD","LU0390134368.USD","LU0158827948.USD","AMYY","VGT","LU2133065610.SGD","LU0823421416.USD","LU1232071149.USD","IE00B19Z8X17.USD","LU0345768740.USD","LU1791710582.SGD","IE00BJLML261.HKD","LU2272731782.SGD","LU2552382215.SGD","LU1923622291.USD","IE00B4JS1V06.HKD","TYLG","LU0795875169.SGD","USXF","BK4529","TRFK","LU0661504455.SGD","SG9999014575.USD","LU0942090050.USD","LU0138981039.USD","LU1992135399.USD","LU1917777945.USD","BK4566","NVDS.UK","LU2063271972.USD","SGXZ51526630.SGD","ARTY","IE00BQXX3C00.GBP","NVD2.UK","IE00BK4W5L77.USD","EFIV","LU2420271590.USD","IE0001KFT4U8.USD","LU1720051017.SGD","LU1868836757.USD","LU1144417596.USD","LU0187121727.USD","JGRO","LU0353189680.USD","LU0494093205.USD","LU2491049909.HKD","LU2294711713.HKD","LU1880398554.USD","LU1116320737.USD","LU0211327993.USD","BK4554","NVDA","LU1670756490.USD","LFGY","LU0265550946.USD","IE00B775H168.HKD","LU2361045086.USD","LU1674673691.USD","LU1699723380.USD","LU2326559502.SGD","IE00BQXX3F31.USD","LU1323610961.USD","LU2746668461.USD","SG9999018865.SGD","LU0154236417.USD","LU1868836591.USD","IE00BMPRXQ63.HKD","LU1400636574.HKD","HK0000532082.HKD","LU1778281490.HKD","AMDG","LU0072462426.USD","LU2125154778.USD","LU2023250504.SGD","LU0082616367.USD","LU0823434740.USD","LU0289961442.SGD","LU0081259029.USD","LU0061475181.USD","IE00BMPRXN33.USD","VT","LU2271345857.HKD","GAMR","LU2361044865.SGD","IE00BK4W5M84.HKD","BK4551","LU0466842654.USD","LU2168564495.EUR","BK4532","AMDD","CHAT","LU1037948897.HKD","SGXZ31699556.SGD","LU1003077747.HKD","LU1934455863.HKD","IE00B1XK9C88.USD","IE00B775SV38.USD","LU1119994496.HKD","LU1935043023.USD","LU2999663052.SGD","IE0009356076.USD","07788","IE00B5TLWC47.USD","LU0061474705.USD","LU2471134523.USD","LU0476273544.USD","LU0823414478.USD","QQQA","LU0097036916.USD","LU2381873111.SGD","LU2125909759.SGD","SOXY","LU2237438978.USD","LU2125909916.SGD","SG9999001424.SGD","AMDU","IE000KEQY171.SGD","LU2750360641.GBP","BK4567","NVIW.SI","LU0708995401.HKD","LU1202635105.USD","SG9999002224.SGD","LU2023250330.USD","SG9999017495.SGD","LU0553294199.USD","LU2433249047.HKD","SG9999015952.SGD","IE0034235303.USD","LU1244550221.USD","LU2347655073.USD","HK0000306701.USD","LU0472753341.HKD","TEK","ROM","LU0251132253.USD","LU1989772840.SGD","LU2108987350.USD","AIFD","LU0274383776.USD","IE0034235295.USD","IE00BDRTCR15.USD","LU2290526834.HKD","LU1037948541.HKD","LU0310799852.SGD","LU0210533765.USD","LU0354030438.USD","LU1623119135.USD","LU1280957306.USD","LU0048584097.USD","IXN","LU2111349929.HKD","LU2756315664.SGD","LU1868837300.USD","SOXX","LU1861127337.USD","LU2089283258.USD","LU2213496289.HKD","LU0080751232.USD","AMDC","LU1242518931.SGD","LU1116320901.HKD","BK4548","LU1127390331.HKD","IE00B5949003.HKD","DIPS","IE0009G5SDU7.USD","LU0107464264.USD","LU1989772923.USD","IE00BKDWB100.SGD","LU1153585028.USD","LU2860962120.EUR","LU0957791311.USD","LU0979878070.USD","LU1244550494.USD","LU0345769631.USD","LU0210536198.USD","USD","LU0256863902.USD","LU2244417387.USD","SOXQ","LU0345769128.USD","ESLG","LU0211328371.USD","LU2461242641.AUD","LU2543165471.USD","LU1868837136.USD","LU0949170772.SGD","LU2087625088.SGD","LU0158827781.USD","HK0000304797.USD","LU2237443382.USD","SHOC","LU2047632596.USD","LU0965509283.SGD","LU0094547139.USD","LU0708994859.HKD","SG9999014914.USD","BK4534","LU0308772762.SGD","LU1066051811.HKD","NVII","LU1551013342.USD","SMHX","SG9999015986.USD","IE00BYXW3230.USD","SGXZ80539844.SGD","LU0820561909.HKD","LU0053666078.USD","LU2237443549.SGD","LU2065170008.USD","AGOX","LU0057025933.USD","SGXZ81514606.USD","LU1979441026.SGD","BK4614","LU2746668974.SGD","IE00BZ1G4Q59.USD","LU1400636657.SGD","IE00BJJMRX11.SGD","LU1718418525.SGD","2NVD.UK","LU2065169927.USD","LU1821325948.USD","LU0823414551.USD","LU2054465674.USD","LU2065171402.SGD","CNEQ","LU0077335932.USD","LU0683600562.USD","SG9999014898.SGD","LU2394011477.USD","LU2462591277.SGD","IE0004086264.USD","LU0096362180.USD","AMUU","LU1923622614.USD","LU2430703178.SGD","LU0345770993.USD","LU1934455277.USD","SMH","LU0143551892.USD","NVD","TTEQ","LU2357125470.USD","FDTX","LU0323591593.USD","LU1366333091.USD","NVYY","LU0256863811.USD","CHPS","BK4575","IE00B3M56506.USD","LU2237443465.HKD","LU1645745479.HKD","LU2125909593.SGD","LU2602419157.SGD","SG9999000418.SGD","LU1496350171.SGD","LU1861215975.USD","IE0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海力士三季度營業利潤預期上調","url":"https://stock-news.laohu8.com/highlight/detail?id=2667618913","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667618913?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 10:40","pubTimestamp":1789440042,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据朝鲜日报 9 月 15 日报道，三星电子与 SK 海力士三季度营业利润共识在三个月内再次上调。综合主要券商与海外投行报告，三星电子三季度营业利润预估约 114 万亿韩元，较三个月前的 101.9052 万亿韩元上调 12.2836 万亿韩元（12%），较二季度 89.4 万亿韩元增长 28%。SK 海力士三季度预估为 78.8035 万亿韩元，较三个月前的 75.7249 万亿韩元上调 4%，较二季度 60.5426 万亿韩元增长 30%。TrendForce 预计三季度通用 DRAM 固定交易价格环比上涨 13% 至 18%，NAND 闪存上涨 10% 至 15%。证券界关注三星电子 HBM4 营收占比由一季度 5% 扩大至二季度约 35%，且良率改善。SK 海力士维持 HBM 市场份额第一，但三星 HBM4 量产改善或稀释其供应溢价。花旗证券因韩元走强将 SK 海力士三季度营业利润预估由 76.7 万亿韩元下调至 74 万亿韩元。美光将于 30 日公布 2026 财年第四季度（6 月至 8 月）业绩，营收指引为 490 亿至 510 亿美元。 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Summit峰会上与主持人进行讨论时，发生了戏剧化的一幕：他接到了特朗普的来电，并当场打开了免提。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609153874379549.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609153874379549.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_eastmoney","symbols":["BK4533","LU1202635105.USD","LU2381873111.SGD","LU2347655156.SGD","SGXZ51526630.SGD","LU1974910355.USD","NVDO","LU0965509010.AUD","LU2433249047.HKD","LU1935042991.SGD","BK4598","IE00BDCRKT87.USD","LU0494093205.USD","LU0912757837.SGD","LU2403377893.USD","LU2456880835.USD","LU0898699433.AUD","LU1718418525.SGD","IE0034235303.USD","LU2746668974.SGD","IE0009356076.USD","BK4527","GB00BDT5M118.USD","LU0823414478.USD","LU1839511570.USD","IE00BMPRXQ63.HKD","LU1691799644.USD","GAMR","LU2023250330.USD","BK4585","LU2471134523.USD","IE00BKPKM429.USD","LU1144417596.USD","LU2168564222.USD","LU1066053197.SGD","LU2360032135.SGD","LU2322448957.HKD","LU0211327993.USD","LU0056508442.USD","NVD3.UK","LU2125909247.SGD","LU0198837287.USD","SG9999015978.USD","LU2552382058.USD","LU0210528500.USD","LU0788109477.HKD","SGXZ23171101.USD","LU1803068979.SGD","LU0689472784.USD","LU2860962120.EUR","LU2125909916.SGD","SG9999014559.SGD","LU2999663052.SGD","WISE","LU2111349929.HKD","LU3102509885.SGD","NVDY","LU0138981039.USD","IE00B775SV38.USD","LU1791710400.SGD","HK0000320223.HKD","BK4614","LU1934455194.USD","USXF","LU0511384066.AUD","LU1400636657.SGD","BK4543","LU0640476718.USD","CHPX","LU0267386448.USD","LU2430703251.USD","LU1435385759.SGD","FAI","LU2023251221.USD","LU2417539215.USD","NVII","LU2249611893.SGD","LU0719512351.SGD","LU2168564065.EUR","LU1642822529.SGD","LU0210533765.USD","LU2087621335.USD","LU0006306889.USD","LU2750360997.AUD","AGOX","SG9999014898.SGD","LU2552382215.SGD","NVDS.UK","LU1066051498.USD","LU0395794307.EUR","LU0069063385.USD","IE000Q6AESB8.SGD","LU0143551892.USD","LU2265009873.SGD","IE00BFSS8Q28.SGD","LU2087625088.SGD","LU2462591350.SGD","LU0724617625.USD","LU2506951792.HKD","HK0000304797.USD","LU0289739343.SGD","LU0128525929.USD","TTXU","LU0985320562.USD","LU0310800379.SGD","SG9999017495.SGD","LU1366192091.USD","09788","LU0109391861.USD","LU0353189680.USD","LU1429558221.USD","LU2065171402.SGD","LU0348723411.USD","IE000W1ABFV2.USD","LU1699723380.USD","LU1814569148.SGD","BK4534","LU1983260115.SGD","LU0823421333.USD","LU1267930490.SGD","LU2552382132.HKD","07388","SG9999014880.SGD","ILDR","LU2461242641.AUD","LU0820561909.HKD","LU1989772923.USD","LU1037948541.HKD","LU0109392836.USD","LU2756315318.SGD","NVDQ","FDTX","LU2361044949.HKD","LU1069347547.HKD","LU1674673691.USD","SGXZ81514606.USD","LU0390134368.USD","HK0000819398.USD","BK4141","LU2462157665.USD","SG9999014567.USD","SNVD.UK","LU1934455277.USD","LU1861127337.USD","LU1623119135.USD","IE0004445015.USD","LU2125154778.USD","LU0444973449.USD","LU2357125470.USD","IETC","LU0708994859.HKD","BK4588","ESUM","LU2272731600.USD","SG9999015945.SGD","IE0009G5SDU7.USD","LU1815333072.USD","2NVD.UK","LU1868836591.USD","LU2413666699.HKD","LU2360107168.USD","NVDB","IE00BDRTCR15.USD","LU0133085943.USD","BK4549","LU0943347566.SGD","LU0127658192.USD","LU1316542783.SGD","IE00B775H168.HKD","BK4554","LU2637965513.SGD","LU0545039389.USD","LU2543165471.USD","IE00BK4W5M84.HKD","LU0354030511.USD","LU1366333091.USD","LU2473716301.USD","LU0203202063.USD","SGXZ99366536.SGD","IE000YTNTUN2.SGD","BK4608","SG9999014906.USD","IE00B3S45H60.SGD","LU1400636491.USD","LU2125154935.USD","LU0882574139.USD","LU1629891620.HKD","LU0345769128.USD","HK0000532082.HKD","IE00BYXW3230.USD","LU0345769631.USD","LU2125909759.SGD","LU2250418816.HKD","NVDU","IE0004086264.USD","LU1861215975.USD","LU1821325948.USD","LU2471134952.CNY","TEK","ANV","IE00B5TLWC47.USD","LU2237443549.SGD","NVD2.UK","LU2360106780.USD","LU2491050071.SGD","BK4605","XLK","IE00BK4W5L77.USD","LU0965509101.SGD","IE00B4YYXB79.USD","IE00BJJMRX11.SGD","LU2244417387.USD","LU0238689110.USD","SG9999018865.SGD","BK4550","LU1732800096.USD","LU0957808578.USD","METV","SNVDAmain","ESLG","LU0444971666.USD","IE00BJJMRY28.SGD","07788","LU2592432038.USD","BK4567","LU0203201768.USD","LU0965509283.SGD","LU2023250504.SGD","IE00B3M56506.USD","SGXZ31699556.SGD","TRFK","FTEC","LU0081259029.USD","LU0345768740.USD","JGRO","LU0029864427.USD","LU1037948897.HKD","LU2347655073.USD","LU2462591277.SGD","AIFD","IE00B3SWFQ91.USD","LU2028103732.USD","TTEQ","LU1868837136.USD","LU2237957811.SGD","LU0158827948.USD","LU0256863902.USD","LU0820561818.USD","LU2413666426.HKD","LU2237957902.USD","IE00BJLML261.HKD","LU0642271901.SGD","LU0738911758.USD","LU2279689827.SGD","LU2471134796.USD","LU0683600562.USD","LU1979441026.SGD","LU2286300806.USD","LU0274383776.USD","LU2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