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本頁面由Tiger Trade Technology Pte. Ltd.提供服務
美國超微公司
545.09
+32.59
6.36%
盤後：
545.09
0.0000
0.00%
19:59 EDT
成交量：
2,846.47萬
成交額：
154.36億
市值：
8,874.29億
市盈率：
139.77
高：
551.42
開：
533.60
低：
527.60
收：
512.50
52周最高：
584.73
52周最低：
149.85
股本：
16.28億
流通股本：
16.25億
量比：
1.43
換手率：
1.75%
股息：
- -
股息率：
- -
每股收益(TTM):
3.90
每股收益(LYR):
2.65
淨資產收益率：
10.20%
總資產收益率：
5.13%
市淨率：
13.20
市盈率(LYR):
205.67
資料載入中...
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公司
新聞資訊
公告
【美股盤前】PLTR暴漲16%，存儲股集體走強，美光漲近5%，AMD、SpaceX財報來襲
TradingKey中文
·
08/04
盤前異動 | 半導體、存儲、光通信概念股漲幅擴大，AAOI升逾17%、邁威爾科技升逾8%、閃迪、西部數據升逾5%
老虎资讯综合
·
08/04
SpaceX上市後首份財報將發布；美股光通信、芯片股集體上漲，邁威爾科技、Lumentum升逾5%；滙豐擬回購10億美元股票｜美股盤前
每日经济新闻
·
08/04
重點關注個股：Palantir、SpaceX、滙豐控股
投资观察
·
08/04
盤前異動 | 半導體、存儲、光通信概念股走強，邁威爾科技、AAOI升逾5%，閃迪升逾4%；績優股表現亮眼，Palantir漲近15%、Snap升逾7%
老虎资讯综合
·
08/04
異動解讀｜美國超微公司盤前上漲3.09%，與Meta及OpenAI達成最高6GW GPU部署認股權證協議
行情直击
·
08/04
異動解讀｜美國超微公司夜盤上漲3.07%，與Meta及OpenAI達成最高6GW GPU部署認股權證協議
行情直击
·
08/04
台積電3納米產能爬坡超預期，科創半導體設備ETF華泰柏瑞（588710）近33個交易日「攬金」超百億！
新浪基金
·
08/04
期權聚焦 | AMD財報前IV定價11%波動，大單買入495/650美元Call及賣出370美元Put，機構情緒看漲
期权女巫
·
08/04
SemiAnalysis：AMD 與 Meta、OpenAI 達成基於業績的認股權證協議，涉及最高 6GW Instinct GPU 部署
链捕手
·
08/04
8 月 4 日半導體與 AI 獨立研究機構 SemiAnalysis 發文表示AMD 於去年末及今年初分別與 Meta、
智通财经
·
08/04
AMD攜兩大強勁引擎駛入財報季
环球市场播报
·
08/04
實時行情-受中東局勢緩和預期提振，華爾街股指上漲
路透中文
·
08/03
異動解讀｜美國超微公司盤中下跌3.28%，費城半導體指數整體走弱拖累板塊個股
行情直击
·
08/03
AMD財報前瞻：AI芯片收入與Helios訂單能否推動股價突破600美元？
TradingKey中文
·
08/03
異動解讀｜美國超微公司盤前下跌3.18%，費城半導體指數盤前整體走弱拖累板塊個股
行情直击
·
08/03
美股盤前費城半導體走勢：整體下跌，美光與泛林領跌
智通财经
·
08/03
財報前瞻 | AI芯片雙雄大戰升級! AMD財報將檢驗英偉達「挑戰者」成色
智通财经
·
08/03
SemiAnalysis最新研判：英偉達Rubin Ultra規格縮水，AI服務器開始重新計算「成本賬」
老虎资讯综合
·
08/03
存儲芯片巨頭、算力芯片明星股，即將重要發布
央视财经
·
08/03
更多
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| 半導體、存儲、光通信概念股漲幅擴大，AAOI升逾17%、邁威爾科技升逾8%、閃迪、西部數據升逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112328562","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112328562?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 19:18","pubTimestamp":1785842301,"startTime":"0","endTime":"0","summary":"8月4日，美股半导体板块盘前涨幅扩大，迈威尔科技涨超8%，AMD涨超5%、英特尔涨近5%，ARM涨超4%，阿斯麦、台积电涨超2%；存储概念股盘前集体拉升，闪迪、西部数据涨超5%，SK海力士、美光科技、希捷科技涨超4%；光通信概念股盘前持续走高，Applied Optoelectronics涨超17%，Coherent涨超16%，Lumentum Holdings、Fabrinet涨超11%，康宁涨超8%、Astera 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18:27","pubTimestamp":1785839236,"startTime":"0","endTime":"0","summary":"①【三大期指齐涨】截至发稿，道指期货涨0.07%，标普500指数期货涨0.12%，纳指期货涨0.60%。②【存储概念股走高】存储概念股走高。截至发稿，美光涨3.87%，SK海力士涨1.88%。③【芯片股上涨】芯片股上涨。截至发稿，英特尔上涨3.55%，AMD上涨3.51%。④【光通信板块走高】光通信板块走高。截至发稿，迈威尔科技上涨5.47%，Lumentum上涨5.27%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608043831320589.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608043831320589.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1720051017.SGD","LU2168564149.EUR","LU0965509283.SGD","LU0788109477.HKD","LU1066051811.HKD","LU2242649171.HKD","HK0000914660.USD","IE00B894F039.SGD","LU2452424414.USD","BK4170","BK4592","IE0009G5SDU7.USD","LU2065170008.USD","DISK","LU2250418816.HKD","FDTX","LU2505996681.GBP","IXN","LU1935042991.SGD","LU1778281490.HKD","WLDR","LU0390134368.USD","SG9999014914.USD","IE000M9KFDE8.USD","HK0000306685.HKD","LU1852331112.SGD","LU0215105999.USD","LU1629891620.HKD","LU2592432038.USD","PLTU","GAMR","IE0004445239.USD","LU0057025933.USD","LU0820561909.HKD","LU2746668461.USD","CMAG","LU0823417737.USD","LU2430703251.USD","IE00BZ1G4Q59.USD","LU2237438978.USD","IE0004091025.USD","IE00BSNM7G36.USD","LU2750360997.AUD","LU0310800379.SGD","LU1989772840.SGD","LU0417517546.SGD","LU2764263039.SGD","LU1267930490.SGD","MULL","LU1935043023.USD","IE00B19Z9P08.USD","LU1815333072.USD","LU1582986433.USD","LU2211815571.USD","LU0345768153.USD","SG9999014575.USD","LU1699723380.USD","AIQ","LU2552382132.HKD","BAI","FTXL","FXL","LU0267386448.USD","IE00BJJMRY28.SGD","BK4534","LU2355687059.USD","LU1571399168.USD","LU2065171311.SGD","BK4207","SG9999017495.SGD","LU0061475181.USD","LU1244550577.SGD","MUYY","LU0029864427.USD","LU1718418525.SGD","IE00BMPRXR70.SGD","LU2264538146.SGD","LU2089283258.USD","BK4527","LU1280957306.USD","IE00BQXX3C00.GBP","LU1935043536.SGD","LU0321505868.SGD","LU1992135472.HKD","LU2272731782.SGD","LU0889565833.HKD","LU0321505439.SGD","HSBC","LU0345770308.USD","TRFK","IE00B775H168.HKD","LU0640476718.USD","LU2054465674.USD","BK4529","LU0823421333.USD","SG9999018865.SGD","BK4613","LU2089985449.USD","SOXQ","LU2756315318.SGD","IE000MB6IJN5.SGD","IE00B19Z3B42.SGD","LU0072462426.USD","LU2063271972.USD","LU0719512351.SGD","IE00B3S45H60.SGD","LU2191332357.HKD","PLTA","BK4612","IE00B1BXHZ80.USD","LU0320765489.SGD","LU0466842654.USD","LU0683600562.USD","SGXZ51526630.SGD","LU2552382058.USD","LU1951200564.SGD","IE00BKDWB100.SGD","LU0203202063.USD","LU0742534661.SGD","LU2487616109.SGD","IE00B19Z9505.USD","IE00BLSP4452.SGD","LU1815336760.USD","LU0211328371.USD","LU0314104364.USD","ABFL","LU2322448957.HKD","LU0976567544.SGD","LU2357627491.SGD","LITX","LU0964807845.USD","LU0859254822.USD","LU0070217475.USD","LU0868494617.USD","AMYY","LU2361045086.USD","SG9999014906.USD","LU0128525689.USD","LU0072461881.USD","SG9999015986.USD","LU1861559042.SGD","LU0308772762.SGD","AAPY","LU1839511570.USD","LU2083900584.USD","LU0792757196.USD","LU2931357623.SGD","SG9999015358.SGD","LU0265550359.USD","LU0097036916.USD","LU2347655073.USD","CHPX","LU2047632596.USD","LU0289739343.SGD","LU2272731600.USD","BK4550","IE00BMPRXN33.USD","LU0823434740.USD","IE00BJTD4N35.SGD","LU1116320901.HKD","LU2237443978.SGD","LU1674673691.USD","LU0251131958.USD","LU0823417653.USD","LU0162691827.USD","PLOO","LU0109391861.USD","LU0205193047.USD","LU0124676726.USD","LU0354030438.USD","LU0354030511.USD","LU2552382215.SGD","LU0052756011.USD","PLTY","LU1868837300.USD","LU0642271901.SGD","LU2108987350.USD","LU2092627202.USD","LU0256863811.USD","LU2860962120.EUR","LU2430703095.HKD","PLYY","IE00BZ9MQY76.HKD","LU0127658192.USD","WUGI","BK4023","LU2294711713.HKD","AIPI","SHLD","LU1868836914.USD","LU2381873111.SGD","LU0012050646.USD","LU2111349929.HKD","GUNZ","BK4605","LU2896262040.SGD","BK4543","LU0726765562.USD","LU0345769631.USD","LU2458330243.SGD","AMDU","IE00BK4W5M84.HKD","LU2023251221.USD","LU0048584097.USD","BK4553","IE0034235295.USD","LU1003077747.HKD","LU1267930573.SGD","IE00B4JS1V06.HKD","LU2168564222.USD","IE000WAW04H5.SGD","PLTR","SG9999001424.SGD","LU2756315664.SGD","IE00B3SWFQ91.USD","LU0949170772.SGD","LU1066051498.USD","SG9999015978.USD","IE0005OL40V9.USD","LU0154236417.USD","LU2242650005.HKD","LU1917777945.USD","LU2420271590.USD","IE000KEQY171.SGD","LU0256863902.USD","LU1506573853.SGD","LU0070302665.USD","LU0708995401.HKD","PLTW","LU1935042488.USD","AMDS","LU1934455194.USD","TYLG","LU0211326755.USD","LU0557290698.USD","BK4575","LU0251132253.USD","LU2236285917.USD","LU0795875169.SGD","BK4512","HSBH","IE0004086264.USD","LU2237443895.HKD","IE00B19Z8X17.USD","LU0787776722.HKD","IE0001KFT4U8.USD","LU1206712785.SGD","LU2750360641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13:11","pubTimestamp":1785820260,"startTime":"0","endTime":"0","summary":"Wind和交易所数据显示，人气产品——科创半导体设备ETF华泰柏瑞近33个交易日累计获超百亿元净流入，7月以来日均成交额达20.96亿元，较上半年3.26亿元的平均水平增长543%；最新份额36.50亿份、规模94.16亿元，年内分别增长540%和963%。先进制程方面，台积电3纳米产能爬坡超预期。中信证券预计2028年中国半导体设备市场规模有望接近1000亿美元。","market":"fut","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://finance.sina.com.cn/money/fund/jjh/2026-08-04/doc-inimcpit2187752.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE0004445239.USD","LU2361044949.HKD","LU0965509010.AUD","BK4585","BK4566","LU1211504680.USD","LU2087625088.SGD","LU2264538146.SGD","LU1988902786.USD","LU1923623000.USD","AMDL","LU2355687059.USD","LU1868837722.USD","LU2106854487.HKD","AIS","LU1989772840.SGD","LU1267930813.SGD","LU2361044865.SGD","LU2242649171.HKD","588710","LU0642271901.SGD","AMD","LU2089283258.USD","IE0004086264.USD","ESIM","LU2491050154.USD","LU2471134523.USD","BK4505","AMYY","SMHX","LU0823414478.USD","CHPS","LU2089985449.USD","WUGI","LU1508157978.USD","03145","LU2028103732.USD","LU1232071149.USD","LU1861559042.SGD","LU2089284900.SGD","CORO","LU0488056044.USD","SG9999004220.SGD","SOXY","LU0264606111.USD","LU1852331112.SGD","LU1951200564.SGD","LU0158827948.USD","LEGR","LU1023057109.AUD","LU2125154935.USD","BK4588","SG9999001424.SGD","TSM","LU1934455863.HKD","LU2265009873.SGD","IE00B5TLWC47.USD","CNAV","CHPX","BK4548","SGXZ99366536.SGD","TSMY","IE00BKVL7J92.USD","PSI","WISE","BK4526","LU2063271972.USD","IE00BYQQ9H92.USD","LU1989772923.USD","ADVE","LU1974910355.USD","LU0174119429.USD","LU1064131342.USD","LU0109392836.USD","IE00B3M56506.USD","LU0289960550.SGD","AVXC","BK4573","TEK","LU0158827781.USD","LU0094547139.USD","LU1989764748.USD","LU0823421333.USD","LU0359201612.USD","FTXL","CGNG","ASIA","IE0001KFT4U8.USD","LU2860962120.EUR","USXF","LU2896262040.SGD","LU2249611893.SGD","TSMU","LU0359201885.HKD","LU0689626769.HKD","LU1037948541.HKD","IE00BMPRXR70.SGD","CGGO","IE00BQXX3C00.GBP","LU0056508442.USD","LU0323591593.USD","LU0572939691.SGD","LU1868838027.USD","LU1880398554.USD","BK4550","IE00B5949003.HKD","LU0274383776.USD","ARTY","LU0572940350.SGD","LU2471134952.CNY","LU0143863198.USD","LU2458330243.SGD","IE00BMPRXQ63.HKD","LU2023250504.SGD","LU0979878070.USD","LU1282649810.SGD","LU2357125470.USD","GAMR","LU2663582299.SGD","AVSE","LU0541502299.USD","DAMD","LU0823434740.USD","ILDR","FDTX","BK4512","SGXZ81514606.USD","LU2250418816.HKD","LU1917777945.USD","LU0175139822.USD","LU2750360997.AUD","AMUU","BK4581","LU0345770308.USD","LU2111349929.HKD","TSMZ","XNTK","IE00BQXX3F31.USD","IE00BQXX3D17.EUR","CGIC","LU2462591350.SGD","LU2098885051.SGD","SGXZ51526630.SGD","LU0345770993.USD","AMDW","TINS","LU2506951792.HKD","AMDY","BK4575","LU0238689110.USD","STSM","BK4503","BK4554","LU1623119135.USD","AMDS","LU0082616367.USD","LU0965508806.USD","LU2211815571.USD","LU0889566641.SGD","LU2360108059.USD","QQQA","AIQ","LU0211327993.USD","LU2092937221.SGD","IE00BD6J9T35.USD","LU0823414551.USD","LU0251132253.USD","LU0353189763.USD","LU2750360641.GBP","LU0353189680.USD","AMDG","CHAT","LU0384037296.USD","LU2125154778.USD","LU2491049909.HKD","AMDD","AVEM","LU1868837565.USD","LU2471134879.HKD","LU0965509283.SGD","LU0878005551.USD","BK4527","SPTE","LU0124676726.USD","LU1037948897.HKD","LU0127658192.USD","LU1934455194.USD","LU0316494557.USD","BK4534","LU1861558580.USD","LU0390134368.USD","LU0359202008.SGD","CGDG","SPWO","TSMX","LU2108987350.USD","TSMG","IE00BZ1G4Q59.USD","AMDU","FAI","UMMA","LU0541501648.USD","LU1242518931.SGD","BK4591","LU0823434583.USD","BLOX","LU0348723411.USD","LU1316542783.SGD","IE00BFXG0V08.USD","LU1880398471.USD","LU2211814178.USD","IE00BMPRXN33.USD","BK4614","BK4605","LU0048584097.USD","SG9999000418.SGD","LU1804176565.USD","LU2360106780.USD","TRFK","BK4543","LU2237443549.SGD","CNEQ","LU0861579265.USD","LU0882747503.HKD","LU2461242641.AUD","LU2023251221.USD","LU0211328371.USD","BK4612","BAI","LU0889565833.HKD","IE00BZ199S13.USD","BK4532","LU1303367103.USD","LU2271345857.HKD","IE00B1BXHZ80.USD","LU2491050071.SGD","LU1282649067.USD","LU2247934214.USD","LU0143863784.USD","LU0133085943.USD","LU2931357623.SGD","IE0009356076.USD","LU2294711713.HKD","LU0081259029.USD","LU0310799852.SGD","LU0198837287.USD","LU0210536198.USD","LU0786609619.USD","LU1934455277.USD","LU0965509101.SGD","LU2237443382.USD","MEMX","CWI","LU1712237335.SGD","LU0792757196.USD","BK4533","LU2133065610.SGD","IE00BHPRN162.USD","EMM","SMH","LU0823421416.USD","LU1951198990.SGD","LU2298321311.HKD","LU1242518857.USD","IETC","LU0719512351.SGD","LU2471134796.USD","BK4602","BK4529","LU0878004406.USD","LU1323610961.USD","LU2543165471.USD","EMC","LU2360032135.SGD","IE0004091025.USD","LU2041044095.USD","LU1989764664.SGD","LU2054465674.USD","LU2458330169.SGD","LU2361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10:40","pubTimestamp":1785811214,"startTime":"0","endTime":"0","summary":"据此计算，市场定价暗示在财报发布后至该周到期日，AMD股价的预期波动幅度约为±6.72%。同时，一笔买入1,250张行权价为650美元的9月18日到期Call，成本131.13万美元，则是对中期持续上行的远月博弈。下行保护：主要的下行对冲为买入3,000张行权价350美元的8月21日到期Put，成交额73.2万美元，属于常规的财报事件对冲或看空博弈。考虑到市场预期的波动区间，卖出8月7日到期、行权价在450美元下方的Put，被向下突破的概率相对较低。","market":"us","thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMDU","AMDG","AMUU","AMDL","DAMD","AMD","AMDW","AMYY","AMDD","AMDY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656804585","title":"SemiAnalysis：AMD 與 Meta、OpenAI 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月 4 日半導體與 AI 獨立研究機構 SemiAnalysis 發文表示AMD 於去年末及今年初分別與 Meta、","url":"https://stock-news.laohu8.com/highlight/detail?id=2656558894","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656558894?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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22:25","pubTimestamp":1785767145,"startTime":"0","endTime":"0","summary":"您可通过以下方式与我们分享您的看法： markets.research@thomsonreuters.com受中东局势缓和预期提振，华尔街股指上涨尽管美国和伊朗的表态相互矛盾，但受中东局势有望取得进展的乐观预期推动，油价下跌，华尔街主要股指周一上涨。在宣布对伊朗实施“大规模打击”的计划后 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21:11","pubTimestamp":1785762711,"startTime":"0","endTime":"0","summary":"TradingKey - 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| AI芯片雙雄大戰升級! AMD財報將檢驗英偉達「挑戰者」成色","url":"https://stock-news.laohu8.com/highlight/detail?id=2656324147","media":"智通财经","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656324147?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 18:26","pubTimestamp":1785752801,"startTime":"0","endTime":"0","summary":"作为$英伟达$核心算力挑战者，AMD本次财报也将成为市场研判全球AI算力需求景气度能否延续的关键风向标。EPYC服务器CPU和Instinct AI加速器的强劲需求预计将推动AMD营收增长。OpenAI最近披露，其7月份的年化收入已超过第二季度总和。尤其值得关注的是，7月23日AMD在Advancing AI大会上公布了一系列新品，该公司试图通过从芯片到整机系统的“全栈式”产品布局，全面向英伟达发起挑战。AMD在7月举行的“Advancing AI”活动上发布了一系列新产品。","market":"us","thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1475242.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4532","LU1989772840.SGD","AMUU","AMD","LU2896262040.SGD","LU0889565833.HKD","BK4554","SMH","LU1804176565.USD","IE00BMPRXQ63.HKD","FTXL","AMDG","SGXZ51526630.SGD","IE00BZ1G4Q59.USD","LU0109392836.USD","LU0889566641.SGD","LU1989764664.SGD","LU1316542783.SGD","AMDU","LU2361044949.HKD","SG9999001424.SGD","TTEQ","LU1989764748.USD","LU0786609619.USD","AMDS","BK4566","LU2461242641.AUD","LU0082616367.USD","USXF","LU2355687059.USD","IE0009356076.USD","ARTY","LU2462591350.SGD","BK4573","XNTK","LU0198837287.USD","LU1852331112.SGD","LU1951198990.SGD","LU1988902786.USD","LU2264538146.SGD","BK4612","IE0004445239.USD","IE00BQXX3F31.USD","LU1880398471.USD","LU2089985449.USD","LU0823434583.USD","SGXZ99366536.SGD","LU2860962120.EUR","BK4512","LU1303367103.USD","IE00BMPRXR70.SGD","GAMR","TEK","LU0048584097.USD","LU1267930813.SGD","LU1880398554.USD","TRFK","LU2361044865.SGD","LU0274383776.USD","LU1923623000.USD","LU0081259029.USD","SOXX","IE00B1BXHZ80.USD","LU0719512351.SGD","BK4614","AMDW","LU2108987350.USD","AMDL","BK4543","LU1861558580.USD","BK4575","SOXY","IE00BQXX3C00.GBP","LU0133085943.USD","LU2250418816.HKD","ILDR","LU1242518857.USD","LU1064131342.USD","LU2247934214.USD","LU0642271901.SGD","LU0979878070.USD","LU0390134368.USD","BK4585","CHAT","IE00B5949003.HKD","IE0001KFT4U8.USD","LU2265009873.SGD","IE00BQXX3D17.EUR","AIQ","LU0174119429.USD","LU2098885051.SGD","WUGI","QQQA","AMDD","LU1232071149.USD","BK4141","LU0823434740.USD","LU1803068979.SGD","DAMD","LU2361045086.USD","IETC","PSI","LU0792757196.USD","BK4605","BAI","CNAV","SGXZ81514606.USD","LEGR","LU0056508442.USD","LU2458330169.SGD","SMHX","LU1989772923.USD","AMYY","BK4588","LU2360106780.USD","LU1242518931.SGD","LU2242649171.HKD","AMDY","LU2458330243.SGD","LU0210536198.USD","LU1861559042.SGD","LU2054465674.USD","BK4529","LU2931357623.SGD","CHPS","LU0251132253.USD","BK4534","IE00BMPRXN33.USD","LU0127658192.USD","LU0823421333.USD","LU1951200564.SGD","LU0823421416.USD","IE00BKVL7J92.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1191337680","title":"SemiAnalysis最新研判：英偉達Rubin Ultra規格縮水，AI服務器開始重新計算「成本賬」","url":"https://stock-news.laohu8.com/highlight/detail?id=1191337680","media":"老虎资讯综合","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191337680?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 16:52","pubTimestamp":1785747178,"startTime":"0","endTime":"0","summary":"研究机构SemiAnalysis最新报告指出，英伟达向核心客户展示的Rubin Ultra预览版规格低于市场此前预期。SemiAnalysis表示，MI455X取消了LPDDR5X配置，并下调DDR5容量，整机DRAM预算明显收缩。报告认为，这背后反映的是AI服务器厂商开始重新平衡成本投入。随着HBM价格持续上涨，Rubin Ultra单机架物料成本一度由约660万美元升至800万美元。不过，SemiAnalysis认为，近期AI存储板块股价大幅波动，并不意味着行业基本面发生根本变化，更大程度上反映了杠杆资金出清及外资获利了结带来的短期冲击。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DIPS","NVDB","SMCZ","07788","NVD","NVDO","MU","MULL","AMYY","AVS","AMDW","MIC","SMCY","AMDD","AVGG","MUZ","NVDU","SMCL","AMDU","MUYY","AMUU","NVDY","AMDY","07388","NVDA","NVDL","SMCC","ANV","NVDD","NVII","MUU","SMYY","AMD","NVDS","AVL","NVYY","SMCX","AVGX","AVGU","AVGO","MUD","DLLL","SMCI","NVDQ","AMDL","DELL","HPE","NVDG","NVDW","DAMD","NVDX","AMDG","AVGW"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656732642","title":"存儲芯片巨頭、算力芯片明星股，即將重要發布","url":"https://stock-news.laohu8.com/highlight/detail?id=2656732642","media":"央视财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656732642?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 15:10","pubTimestamp":1785741000,"startTime":"0","endTime":"0","summary":"本周美股财报季进入高峰，超四分之一标普500成分股将公布业绩，包括商业航天巨头SpaceX、算力芯片明星股AMD，以及存储巨头闪迪和西部数据。本周二美股盘后，SpaceX将发布上市后的首份财报。该公司于6月12日以135美元的IPO定价在纳斯达克上市，股价一度飙升至225美元，市值一度突破3万亿美元，但截至上周五收盘已跌破110美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608033829750175.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/202608033829750175.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":["AMDL","AMYY","FAI","LU0390134368.USD","SMHX","LU2242649171.HKD","GB00BDT5M118.USD","IE0009356076.USD","IE00BKVL7J92.USD","LU2461242641.AUD","LU1064131342.USD","AIS","TTEQ","SOXX","LU1316542783.SGD","IE0004445239.USD","LU0889565833.HKD","LU2360106780.USD","LU1951200564.SGD","LU0979878070.USD","XNTK","LU1989764664.SGD","QQQG","IE00BQXX3D17.EUR","ILDR","LU0251132253.USD","WDCX","AMDS","AMD","LU0127658192.USD","LU0240878834.USD","LU0444973449.USD","LU1861559042.SGD","LU0081259029.USD","AMDU","LU1988902786.USD","LU2250418816.HKD","BK4614","BK4588","AIQ","LU1852331112.SGD","LU2361044865.SGD","PTF","LU0642271901.SGD","LU1267930813.SGD","LU2355687059.USD","SMH","SGXZ51526630.SGD","WDC","LU0056508442.USD","LU0823434583.USD","QQQA","LU0210536198.USD","LU0792757196.USD","LU2264538146.SGD","LU1923623000.USD","LU0048584097.USD","IE0001KFT4U8.USD","LU0823434740.USD","BK4585","LU1242518857.USD","LU1242518931.SGD","LU1642822529.SGD","LU2458330243.SGD","IE00BQXX3F31.USD","SGXZ81514606.USD","LU1046421795.USD","LU1880398554.USD","BK4554","LU1232071149.USD","BK4543","LU0889566641.SGD","CHAT","LU2089985449.USD","LU2361044949.HKD","LU0786609619.USD","LU1804176565.USD","LU0823421416.USD","LU1989772923.USD","LU0109392836.USD","BK4566","LU0823421333.USD","IE00BMPRXR70.SGD","BK4534","LU0072461881.USD","DAMD","IE00B1BXHZ80.USD","IETC","LU2860962120.EUR","IE00BZ1G4Q59.USD","SOXY","FDTX","LU1803068979.SGD","CGGO","USXF","CHPS","TRFK","LU1815336760.USD","LU1303367103.USD","LU2108987350.USD","LU2361045086.USD","COWG","SGXZ99366536.SGD","IE00B5949003.HKD","BK4573","LU0240877869.USD","LU0719512351.SGD","LU2931357623.SGD","LU0133085943.USD","LU0082616367.USD","AMUU","IE00BQXX3C00.GBP","WUGI","BK4612","PSI","LU0154236417.USD","LU0957808578.USD","LU1035773651.USD","AMDD","LU2896262040.SGD","AMDG","LU0444971666.USD","LU2462591350.SGD","LU2247934214.USD","ARTY","BK4605","LU1823568750.SGD","FTXL","LU1861558580.USD","LU2054465674.USD","LU1989772840.SGD","LU2458330169.SGD","AMDY","TEK","SG9999001424.SGD","IE00BMPRXQ63.HKD","CNEQ","LU0476273544.USD","LU1069347547.HKD","LU1235294995.USD","LU0162691827.USD","LU2098885051.SGD","CNAV","BAI","BK4575","LU0006061336.USD","LU0274383776.USD","IE00BMPRXN33.USD","BK4170","LU0198837287.USD","LU1989764748.USD","BK4532","LU2265009873.SGD","FCUS","GAMR","AMDW","BK4141","LU1951198990.SGD","BK4512","BK4529","WISE","LEGR","LU1880398471.USD","LU0174119429.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":18,"totalSize":400,"code":"91000000","status":"200"}]}}