老虎證券
Invest
Pricing
Rewards
Support
About
Quotes
TigerAI
登入
立即註冊
Toggle
美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
Ategrity Specialty Holdings
28.17
-0.1200
-0.42%
盤後:
28.17
0.0000
0.00%
19:30 EDT
成交量:
3.07萬
成交額:
86.39萬
市值:
13.54億
市盈率:
13.23
高:
28.41
開:
28.41
低:
27.82
收:
28.29
52周最高:
29.00
52周最低:
16.35
股本:
4,806.67萬
流通股本:
762.10萬
量比:
0.59
換手率:
0.40%
股息:
- -
股息率:
- -
每股收益(TTM):
2.13
每股收益(LYR):
1.58
淨資產收益率:
18.59%
總資產收益率:
5.96%
市淨率:
2.04
市盈率(LYR):
17.83
資料載入中...
總覽
公司
新聞資訊
公告
澳大利亞 ASIC 延長加密牌照過渡期至 9 月底,擴大豁免範圍
链捕手
·
06/26
勝宏科技:已有部分ASIC相關PCB產品進行批量生產
智通财经
·
06/25
OpenAI發布首款AI芯片
第一财经
·
06/25
高盛上調全球AI服務器需求預測,提升ASIC佔比,雲大廠資本開支受昂貴存儲和強勁需求推動
华尔街见闻
·
06/24
集邦諮詢:CSP自研ASIC浪潮加速MLCC規格集中 下半年高端特規品或面臨結構性短缺
智通财经
·
06/17
「換芯」重生!聯發科告別成熟業務低迷 用AI ASIC講出市值增長1300億美元新故事
智通财经
·
06/12
CPO與ASIC雙線佈局:「新股神」點名的9只台股或成AI下一站風口
BitPush
·
06/09
告別「拼網速」時代,6G峯值速率僅較5G提升80%,下一代移動通信為何不再執着於「更快」?
每日经济新闻
·
06/03
【特約大V】郭家耀:科網股獲資金流入 有利大市表現
金吾财讯
·
06/03
「ASIC巨頭」Marvell季度營收創紀錄、連續上調指引,CEO稱數據中心業務「着火了」
华尔街见闻
·
05/28
澳大利亞證監會警告虛假加密交易平台詐騙,年輕投資者成主要目標
链捕手
·
05/26
俄羅斯擴大礦工監管,ASIC 礦機需上報網絡地址
链捕手
·
05/24
澳股異動丨DroneShield重挫超16%,因信披及內幕交易疑雲遭監管調查
中金财经
·
05/12
AI ASIC收入預期翻倍!聯發科不止押注手機芯片,正轉向AI基礎設施提供商
快科技
·
05/08
聯發科Q1淨利按年下滑17%,AI ASIC收目標翻倍至20億美元 | 財報見聞
华尔街见闻
·
04/30
Counterpoint:預計到2028年聯發科可佔據約26%的全球AI服務器運算ASIC出貨量
智通财经
·
04/30
東北證券:推理重塑算力範式 ASIC公司迎來黃金髮展期
智通财经
·
04/30
東方證券:推理開啓OCS新空間 ASIC液冷逐步成標配
智通财经网
·
04/29
市值單日蒸發超百億,千億液冷龍頭一季報「踩急剎」
市场资讯
·
04/22
監管機構正對Anthropic的Mythos模型進行監控,防範銀行業相關風險
环球市场播报
·
04/20
更多
{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"Easy breezy. No more feesies.","description":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","keywords":"老虎國際,美股交易,港股交易,交易美股,股票信息,股價,美股行情,美股打新,港股打新,IPO打新,購買美股,全球投資","social":{"ogDescription":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.thetigerbrokers.com/hant/stock/ASIC/news?page=2"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"NZL","license":"TBKIWI","edition":"fundamental","symbol":"ASIC","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"ASIC\",,,,,undefined,":{"symbol":"ASIC","market":"US","secType":"STK","nameCN":"Ategrity Specialty Holdings","latestPrice":28.17,"timestamp":1789675200000,"preClose":28.29,"halted":0,"volume":30697,"hourTrading":{"tag":"盘后","latestPrice":28.17,"preClose":28.17,"latestTime":"19:30 EDT","volume":375,"amount":10561.3,"timestamp":1789687808526,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":-0.0042417815482501744,"floatShares":7621009,"shares":48066674,"eps":2.128956,"marketStatus":"已收盤","change":-0.12,"latestTime":"09-17 16:00:00 EDT","open":28.41,"high":28.41,"low":27.82,"amount":863865.273748,"amplitude":0.020855,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":0,"ttmEps":2.128956,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1789718400000},"marketStatusCode":5,"adr":0,"listingDate":1749614400000,"exchange":"NYSE","adjPreClose":28.29,"preHourTrading":{"tag":"盘前","latestPrice":28.36,"preClose":28.29,"latestTime":"07:00 EDT","volume":3,"amount":85.44,"timestamp":1789642812067,"change":0.07,"changeRate":0.002474,"amplitude":0.012725},"postHourTrading":{"tag":"盘后","latestPrice":28.17,"preClose":28.17,"latestTime":"19:30 EDT","volume":375,"amount":10561.3,"timestamp":1789687808526,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.592384},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"ASIC\",,,,,undefined,":{"symbol":"ASIC","floatShares":7621009,"roa":"5.96%","roe":"18.59%","lyrEps":1.58,"volumeRatio":0.592384,"shares":48066674,"dividePrice":0,"high":28.41,"amplitude":0.020855,"preClose":28.29,"low":27.82,"week52Low":16.35,"pbRate":"2.04","psRate":"2.62","week52High":29,"institutionHeld":0,"latestPrice":28.17,"eps":2.128956,"divideRate":0,"volume":30697,"delay":0,"ttmEps":2.128956,"open":28.41,"prevYearClose":21.01,"prevWeekClose":27.47,"prevMonthClose":26.27,"prevQuarterClose":24.04,"fiveDayClose":27.15,"twentyDayClose":24.49,"sixtyDayClose":21.58},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/ASIC\",params:#limit:5,,,undefined,":[{"market":"US","date":"2026-07-29","symbol":"ASIC","fiscalQuarterEnding":"2026/06","expectedEps":0.62,"name":null,"time":"盤後","type":"earning","dateTimestamp":1785297600000,"reportTimeType":"post","actualEps":0.67},{"date":"2026-07-10","symbol":"ASIC","type":"earning","reportTimeType":"pre","market":"US","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1783670400000,"name":null,"time":"盤前","dateTimestamp":1783656000000,"actualEps":null},{"market":"US","date":"2026-04-29","symbol":"ASIC","fiscalQuarterEnding":"2026/03","expectedEps":0.4,"name":null,"time":"盤後","type":"earning","dateTimestamp":1777435200000,"reportTimeType":"post","actualEps":0.51},{"date":"2026-02-19","symbol":"ASIC","type":"earning","reportTimeType":"post","market":"US","fiscalQuarterEnding":"2025/12","expectedEps":0.35,"defaultRemindTime":1771534800000,"name":null,"time":"盤後","dateTimestamp":1771477200000,"actualEps":null},{"market":"US","date":"2025-10-22","symbol":"ASIC","fiscalQuarterEnding":"2025/09","expectedEps":0.33,"name":null,"time":"盤後","type":"earning","dateTimestamp":1761105600000,"reportTimeType":"post","actualEps":0.46}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"ASIC\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"ASIC\",market:\"US\",delay:false,,,undefined,":{"strongBuy":0,"buy":0.8,"hold":0.2,"sell":0,"strongSell":0,"meanLabel":"BUY","meanPercent":0.8,"analysts":5,"updateTime":1772164800000},"@#url:\"https://hq.skytigris.cn/value_analysis/stock/ASIC\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"ASIC","date":"2026-09-16","current":13.241232,"percent":0.462025,"low":10.035017,"twenty":11.841394,"median":12.995984,"eighty":16.731106,"high":24.303913,"avg":14.136763,"sd":3.261477,"marketCap":1373585756},"quantilePoints":[{"date":"2025-06-13","current":23.634275,"twenty":19.498277,"median":23.634275,"eighty":24.036058,"marketCap":1129600176},{"date":"2025-06-20","current":23.082809,"twenty":23.094626,"median":23.220675,"eighty":23.567311,"marketCap":1103242838},{"date":"2025-06-27","current":20.729229,"twenty":21.867613,"median":22.659362,"eighty":23.2837,"marketCap":990753487},{"date":"2025-07-03","current":20.80801,"twenty":21.192067,"median":22.157133,"eighty":23.220675,"marketCap":994518821},{"date":"2025-07-11","current":20.60121,"twenty":20.80801,"median":21.812466,"eighty":23.141894,"marketCap":984634820},{"date":"2025-07-18","current":20.384562,"twenty":20.60121,"median":21.231458,"eighty":23.082809,"marketCap":974280151},{"date":"2025-07-25","current":21.408714,"twenty":20.502734,"median":21.192067,"eighty":22.235914,"marketCap":1023229492},{"date":"2025-08-01","current":19.675534,"twenty":20.364867,"median":21.039428,"eighty":22.226066,"marketCap":940392146},{"date":"2025-08-08","current":19.399801,"twenty":19.744467,"median":20.916333,"eighty":22.0882,"marketCap":927213477},{"date":"2025-08-15","current":17.367368,"twenty":19.596753,"median":20.788314,"eighty":21.999571,"marketCap":1050256826},{"date":"2025-08-22","current":17.391213,"twenty":19.202848,"median":20.60121,"eighty":21.812466,"marketCap":1051698827},{"date":"2025-08-29","current":17.812481,"twenty":18.122471,"median":20.374714,"eighty":21.408714,"marketCap":1077174164},{"date":"2025-09-05","current":17.836326,"twenty":17.987347,"median":20.128524,"eighty":21.369324,"marketCap":1078616164},{"date":"2025-09-12","current":16.63611,"twenty":17.66305,"median":19.972887,"eighty":21.288574,"marketCap":1006035486},{"date":"2025-09-19","current":16.818924,"twenty":17.343522,"median":19.680458,"eighty":21.26297,"marketCap":1017090821},{"date":"2025-09-26","current":15.332564,"twenty":17.038302,"median":19.439191,"eighty":21.205854,"marketCap":927206141},{"date":"2025-10-03","current":13.719028,"twenty":16.731106,"median":19.301324,"eighty":21.17631,"marketCap":829630793},{"date":"2025-10-10","current":13.019564,"twenty":16.494627,"median":18.575532,"eighty":21.101469,"marketCap":787332120},{"date":"2025-10-17","current":13.989276,"twenty":16.259353,"median":18.122471,"eighty":21.01284,"marketCap":845973462},{"date":"2025-10-24","current":12.838664,"twenty":15.316667,"median":17.995295,"eighty":20.987236,"marketCap":902211470},{"date":"2025-10-31","current":13.337984,"twenty":14.52977,"median":17.824403,"eighty":20.93012,"marketCap":937300143},{"date":"2025-11-07","current":12.455625,"twenty":14.319931,"median":17.574027,"eighty":20.829675,"marketCap":875294133},{"date":"2025-11-14","current":12.790785,"twenty":14.01471,"median":17.363394,"eighty":20.80801,"marketCap":898846803},{"date":"2025-11-21","current":12.202545,"twenty":13.610138,"median":17.168656,"eighty":20.776497,"marketCap":857509464},{"date":"2025-11-28","current":13.016504,"twenty":13.249064,"median":17.065327,"eighty":20.744985,"marketCap":914708806},{"date":"2025-12-05","current":12.619785,"twenty":13.01834,"median":16.810976,"eighty":20.652418,"marketCap":886830135},{"date":"2025-12-12","current":13.276424,"twenty":12.963152,"median":16.691749,"eighty":20.542124,"marketCap":932974142},{"date":"2025-12-19","current":14.329783,"twenty":12.997352,"median":16.576496,"eighty":20.431831,"marketCap":1006996820},{"date":"2025-12-26","current":14.589702,"twenty":13.016504,"median":16.393683,"eighty":20.376684,"marketCap":1025262156},{"date":"2026-01-02","current":14.370823,"twenty":13.017116,"median":16.314197,"eighty":20.317598,"marketCap":1009880820},{"date":"2026-01-09","current":12.989144,"twenty":13.016504,"median":15.71409,"eighty":20.128524,"marketCap":912786139},{"date":"2026-01-16","current":12.592425,"twenty":12.95768,"median":15.292821,"eighty":20.098981,"marketCap":884907468},{"date":"2026-01-23","current":12.667665,"twenty":12.893384,"median":15.078214,"eighty":19.98081,"marketCap":890194802},{"date":"2026-01-30","current":12.099945,"twenty":12.790785,"median":14.692302,"eighty":19.972887,"marketCap":850299463},{"date":"2026-02-06","current":12.688185,"twenty":12.756585,"median":14.593122,"eighty":19.744467,"marketCap":891636802},{"date":"2026-02-13","current":11.887906,"twenty":12.688185,"median":14.52977,"eighty":19.685382,"marketCap":835398794},{"date":"2026-02-20","current":11.969986,"twenty":12.645777,"median":14.370823,"eighty":19.677504,"marketCap":841166795},{"date":"2026-02-27","current":14.731388,"twenty":12.663561,"median":14.474691,"eighty":19.612509,"marketCap":1090152166},{"date":"2026-03-06","current":14.341669,"twenty":12.667665,"median":14.419612,"eighty":19.470703,"marketCap":1061312161},{"date":"2026-03-13","current":12.834754,"twenty":12.684081,"median":14.369236,"eighty":19.423435,"marketCap":949797478},{"date":"2026-03-20","current":12.763306,"twenty":12.693657,"median":14.346956,"eighty":19.40374,"marketCap":944510144},{"date":"2026-03-27","current":12.503493,"twenty":12.645777,"median":14.335726,"eighty":19.242239,"marketCap":925283474},{"date":"2026-04-02","current":12.652885,"twenty":12.644409,"median":14.19991,"eighty":18.960597,"marketCap":936338809},{"date":"2026-04-10","current":13.666155,"twenty":12.650589,"median":14.060812,"eighty":18.664958,"marketCap":1011322820},{"date":"2026-04-17","current":13.36737,"twenty":12.661753,"median":14.005173,"eighty":18.467419,"marketCap":989212150},{"date":"2026-04-24","current":13.179006,"twenty":12.667665,"median":13.933063,"eighty":18.23162,"marketCap":975272815},{"date":"2026-05-01","current":10.035017,"twenty":12.661753,"median":13.837303,"eighty":18.122471,"marketCap":913266806},{"date":"2026-05-08","current":10.262125,"twenty":12.611577,"median":13.776576,"eighty":18.055704,"marketCap":933935475},{"date":"2026-05-15","current":10.265417,"twenty":12.507609,"median":13.731564,"eighty":18.001654,"marketCap":934235081},{"date":"2026-05-22","current":10.845981,"twenty":12.467937,"median":13.671337,"eighty":17.97145,"marketCap":987070998},{"date":"2026-05-29","current":10.492365,"twenty":12.418689,"median":13.607697,"eighty":17.907862,"marketCap":954889121},{"date":"2026-06-05","current":10.260139,"twenty":12.356406,"median":13.373866,"eighty":17.826788,"marketCap":933754754},{"date":"2026-06-12","current":11.094039,"twenty":12.299673,"median":13.36737,"eighty":17.761611,"marketCap":1009646345},{"date":"2026-06-18","current":11.088762,"twenty":12.246321,"median":13.360875,"eighty":17.66305,"marketCap":1009166018},{"date":"2026-06-26","current":11.305153,"twenty":12.184761,"median":13.329944,"eighty":17.537464,"marketCap":1028859405},{"date":"2026-07-02","current":12.862119,"twenty":12.195705,"median":13.302418,"eighty":17.391213,"marketCap":1170555729},{"date":"2026-07-10","current":12.666839,"twenty":12.202545,"median":13.290104,"eighty":17.367368,"marketCap":1152783648},{"date":"2026-07-17","current":12.218221,"twenty":12.202545,"median":13.232081,"eighty":17.359419,"marketCap":1111955893},{"date":"2026-07-24","current":12.04933,"twenty":12.182025,"median":13.184068,"eighty":17.279935,"marketCap":1096585445},{"date":"2026-07-31","current":10.722778,"twenty":12.179289,"median":13.184068,"eighty":17.190912,"marketCap":1145578750},{"date":"2026-08-07","current":11.410655,"twenty":12.132777,"median":13.169575,"eighty":17.124145,"marketCap":1219068707},{"date":"2026-08-14","current":11.246472,"twenty":11.987016,"median":13.14653,"eighty":17.074865,"marketCap":1201528084},{"date":"2026-08-21","current":11.345165,"twenty":11.879196,"median":13.101062,"eighty":16.957228,"marketCap":1212072009},{"date":"2026-08-28","current":11.811712,"twenty":11.828891,"median":13.078511,"eighty":16.84118,"marketCap":1261916014},{"date":"2026-09-04","current":12.273772,"twenty":11.811712,"median":13.018034,"eighty":16.806207,"marketCap":1311280750},{"date":"2026-09-11","current":12.179566,"twenty":11.824596,"median":13.010562,"eighty":16.765778,"marketCap":1301216095},{"date":"2026-09-16","current":12.856956,"twenty":11.841394,"median":12.995984,"eighty":16.731106,"marketCap":1373585756}],"updateTime":1789670620914},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"ASIC\",pageSize:20,pageCount:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2646135798","title":"澳大利亞 ASIC 延長加密牌照過渡期至 9 月底,擴大豁免範圍","url":"https://stock-news.laohu8.com/highlight/detail?id=2646135798","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646135798?lang=zh_tw&edition=fundamental","pubTime":"2026-06-26 20:23","pubTimestamp":1782476625,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息,据 Cointelegraph 报道,澳大利亚证券和投资委员会(ASIC)宣布将数字资产企业申请澳大利亚金融服务(AFS)牌照的临时执法豁免期延长至 2026 年 9 月 30 日,较此前 6 月 30 日的截止日期顺延三个月。\n\n本次延期同时扩大了豁免范围,通过授权代表或与持牌公司中介安排运营的数字资产企业亦纳入过渡期保护。ASIC 表示,自 2025 年 10 月更新数字资产监管指引以来,已收到约 30 份牌照申请。\n\n值得注意的是,此次延期与澳大利亚《数字资产框架》相互独立,后者已于今年 4 月获议会通过,计划于 2027 年 4 月 9 日正式生效。ASIC 警告,依据现行指引获牌的企业,在新框架实施后可能仍需补充额外授权。 ","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://www.chaincatcher.com/article/2273833","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":["LU2360107325.USD","LU1861215975.USD","ASIC","LU1720051017.SGD","LU1854104046.USD","BK4605","BK4585","IE00BD6J9T35.USD","IE00BZ199S13.USD","LU1861219969.SGD","BK4141","LU2298322129.HKD","LU1548497426.USD","LU1861214812.USD","LU2357305700.SGD","LU0724618433.USD","ON","BK4588","LU1854103824.USD","LU1861220033.SGD","LU1978683503.SGD","LU0124384867.USD","BK4107","BK4512","IE00BFMHRM44.USD","LU1983260115.SGD","LU0348723411.USD","LU1720051108.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646384206","title":"勝宏科技:已有部分ASIC相關PCB產品進行批量生產","url":"https://stock-news.laohu8.com/highlight/detail?id=2646384206","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646384206?lang=zh_tw&edition=fundamental","pubTime":"2026-06-25 08:22","pubTimestamp":1782346925,"startTime":"0","endTime":"0","summary":null,"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":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["BK4605","ON","LU1861214812.USD","BK4512","LU1720051017.SGD","LU1854104046.USD","LU1861215975.USD","BK4585","LU1983260115.SGD","IE00BD6J9T35.USD","LU1978683503.SGD","PCB","LU0348723411.USD","BK4141","LU0724618433.USD","IE00BZ199S13.USD","LU0124384867.USD","LU2360107325.USD","LU1861219969.SGD","LU1854103824.USD","ASIC","BK4211","LU2298322129.HKD","LU1720051108.HKD","IE00BFMHRM44.USD","BK4588","LU1548497426.USD","BK4107","LU2357305700.SGD","LU1861220033.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646842232","title":"OpenAI發布首款AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2646842232","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646842232?lang=zh_tw&edition=fundamental","pubTime":"2026-06-25 07:41","pubTimestamp":1782344503,"startTime":"0","endTime":"0","summary":"当地时间6月24日,OpenAI与博通联合发布首款定制芯片Jalapeño。这是一款专用集成电路(ASIC),专为大模型推理设计,从设计到流片仅用9个月时间。合作方中,OpenAI负责架构设计,博通负责流片、网络硬件,加拿大电子制造商Celestica提供板卡/机架集成配套。该芯片通过优化数据流动,提升推理效率并降低能耗。芯片工程样片已完成实验室验证,计划2026年底规模化落地,配套千兆瓦级数据中心集群。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8uEmHLhv8bx","rn_cache_url":null,"customStyle":"","selectors":"article, body","filters":"","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.ifeng.com/c/8uEmHLhv8bx","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":"fenghuang_stock","symbols":["XSD","CHAT","SOXX","CHPY","ASIC","SOXY","CHPS","SMHX","FTXL","BK4107","SOXQ","BK4588","PSI","SSG","BK4535","TEKX","SMH","SOXL","SOXS","USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645070850","title":"高盛上調全球AI服務器需求預測,提升ASIC佔比,雲大廠資本開支受昂貴存儲和強勁需求推動","url":"https://stock-news.laohu8.com/highlight/detail?id=2645070850","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645070850?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 08:30","pubTimestamp":1782261028,"startTime":"0","endTime":"0","summary":"高盛预计全球服务器市2028年市场规模达1.1万亿美元。AI服务器机架收入将以118%复合年增长率扩张至5614亿美元,占市场总收入51%。鸿海/工业富联预计占据69%ODM市场份额。ASIC芯片渗透率将从50%升至55%。美国头部云厂商2026-2028年资本开支累计达1.145万亿美元。","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":"https://wallstreetcn.com/articles/3775347","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861214812.USD","LU1861215975.USD","LU1720051017.SGD","LU1720051108.HKD","ASIC","LU0724618433.USD","AGIX","LU1978683503.SGD","LU1861220033.SGD","BK4588","BK4141","IE00BZ199S13.USD","BK4107","LU1854104046.USD","LU2360107325.USD","BK4605","LU1854103824.USD","ON","IE00BFMHRM44.USD","LU2298322129.HKD","LU1983260115.SGD","LU0124384867.USD","AIPO","LU1548497426.USD","CHAT","BK4585","BK4512","LU0348723411.USD","ARTY","LU2357305700.SGD","IE00BD6J9T35.USD","LU1861219969.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644271314","title":"集邦諮詢:CSP自研ASIC浪潮加速MLCC規格集中 下半年高端特規品或面臨結構性短缺","url":"https://stock-news.laohu8.com/highlight/detail?id=2644271314","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644271314?lang=zh_tw&edition=fundamental","pubTime":"2026-06-17 14:05","pubTimestamp":1781676350,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,根据TrendForce集邦咨询最新MLCC产业研究,随着全球云端服务供应商AI军备竞赛持续升温,自研ASIC加速器平台大量采用小尺寸、高容值、耐高温的高端特规MLCC,需求结构正快速向少数顶规品项集中,然而,因供应商扩产速度落后,2026年下半年结构性短缺风险不容小觑。多股需求力道预计于第三季末至第四季初交汇集中,高端MLCC供应缺口恐从隐性风险转为实质短缺。","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":"http://www.zhitongcaijing.com/content/detail/1455427.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":["BK4107","LU1548497426.USD","LU1854103824.USD","BK4512","LU0724618433.USD","IE00BD6J9T35.USD","LU1978683503.SGD","LU1861214812.USD","LU1861215975.USD","LU1720051108.HKD","ON","LU1983260115.SGD","LU2357305700.SGD","IE00BFMHRM44.USD","BK4605","LU1861220033.SGD","ASIC","LU2298322129.HKD","IE00BZ199S13.USD","LU0348723411.USD","LU1720051017.SGD","BK4141","BK4585","LU1854104046.USD","LU0124384867.USD","LU2360107325.USD","BK4588","LU1861219969.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642825685","title":"「換芯」重生!聯發科告別成熟業務低迷 用AI ASIC講出市值增長1300億美元新故事","url":"https://stock-news.laohu8.com/highlight/detail?id=2642825685","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642825685?lang=zh_tw&edition=fundamental","pubTime":"2026-06-12 10:14","pubTimestamp":1781230441,"startTime":"0","endTime":"0","summary":"自今年3月底以来,联发科股价已累计上涨174%,成为亚洲市场表现最亮眼的股票之一,市值增长超过1300亿美元。市场对联发科的成功预期正在升温。公司预计,今年AI相关营收将达约20亿美元,2027年还将进一步增长。今年5月,联发科预计其可在一个明年规模达800亿美元的ASIC市场中,夺取最多15%的份额。灵活性或将成为联发科赢得业务的关键。看未来联发科股价在5月底创下历史新高,带动其估值同步攀升至历史高位。","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/1453512.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["AGIX","ASIC","LU0124384867.USD","BK4107","BK4588","LU1720051108.HKD","IE00BZ199S13.USD","LU1720051017.SGD","IE00BFMHRM44.USD","LU0348723411.USD","IE00BD6J9T35.USD","BK4605","LU1854104046.USD","LU1861219969.SGD","CHAT","LU1548497426.USD","LU0724618433.USD","BK4512","LU1861215975.USD","LU1978683503.SGD","LU1854103824.USD","AIPO","LU2298322129.HKD","BK4585","LU1861220033.SGD","BK4141","LU2360107325.USD","LU1983260115.SGD","LU1861214812.USD","ARTY","ON","LU2357305700.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642495666","title":"CPO與ASIC雙線佈局:「新股神」點名的9只台股或成AI下一站風口","url":"https://stock-news.laohu8.com/highlight/detail?id=2642495666","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642495666?lang=zh_tw&edition=fundamental","pubTime":"2026-06-09 19:00","pubTimestamp":1781002843,"startTime":"0","endTime":"0","summary":"在 X 上受追捧的“新股神”Serenity 近期公开了对台湾 AI 产业链的系统性看法。他点名的 9 只台股覆盖 CPO、ASIC、化合物半导体三条主线,其中 CPO 被他定性为“下一阶段最大的产业主题”。高盛预测全球 Optical TAM 将从 2026 年的 150 亿美元爆发至 2028 年的 1540 亿美元,其中 CPO 份额从 1.64 亿美元增至 910 亿美元。他同时明确表态:台股 AI 产业链不存在泡沫,真正的风险不在两岸,而在超大规模云服务商的资本开支。Serenity 点名的 5 只 CPO 台股,对应的正是这三大瓶颈环节及其周边配套。","market":"us","thumbnail":"https://images.bitpush.news/2026/06/special_cn-20260609-178100283455735031.jpg:cover_7647305-200x140.jpg","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/06/special_cn-20260609-178100283455735031.jpg:cover_7647305-200x140.jpg"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7647305","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7647305","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":"bit_push_news","symbols":["LU0724618433.USD","FLTW","LU1548497426.USD","BK4107","LU1861215975.USD","LU1861220033.SGD","LU1854103824.USD","LU1854104046.USD","LU1720051017.SGD","IE00BD6J9T35.USD","ASIC","LU1720051108.HKD","BK4141","BK4512","LU0124384867.USD","LU0348723411.USD","EWT","AGIX","LU1861219969.SGD","LU1978683503.SGD","BK4605","IE00BZ199S13.USD","TWN","BK4588","BK4504","ON","LU2357305700.SGD","AIPO","LU1861214812.USD","ARTY","CHAT","LU2360107325.USD","BK4585","LU2298322129.HKD","BK4535","IE00BFMHRM44.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640024359","title":"告別「拼網速」時代,6G峯值速率僅較5G提升80%,下一代移動通信為何不再執着於「更快」?","url":"https://stock-news.laohu8.com/highlight/detail?id=2640024359","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640024359?lang=zh_tw&edition=fundamental","pubTime":"2026-06-03 21:01","pubTimestamp":1780491675,"startTime":"0","endTime":"0","summary":"移动通信技术正处于新一轮更迭周期的前夜。近期,工信部批复6GHz频段用于6G技术试验,中国成为全球首个批复该频段的国家。这被外界视为6G从概念研究迈向真实场景验证的重要信号。与4G、5G时代围绕网速提升展开的技术竞赛不同,6G诞生于人工智能(AI)爆发的时代背景下。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606033759242550.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/202606033759242550.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":["BK4588","BK4585","AIPO","BK4528","ASIC","BK4107","BK4543","AIYY","AGIX","BK4551","CHAT","AI","ARTY","BK4587","BK4023"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640269924","title":"【特約大V】郭家耀:科網股獲資金流入 有利大市表現","url":"https://stock-news.laohu8.com/highlight/detail?id=2640269924","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640269924?lang=zh_tw&edition=fundamental","pubTime":"2026-06-03 08:23","pubTimestamp":1780446208,"startTime":"0","endTime":"0","summary":"港股昨日大幅造好,指数低开后持续向上,收市重上26,000点水平,整体成交保持活跃。蓝筹股普遍向好,科技股走势突出,带动大市回升。外围表现平稳,科网股获资金流入,有利大市表现,指数可进一步上试26,500点水平,下方支持在25,500点附近。公司已成功入选英伟达服务器机壳及机柜组件合格供应商名单,并已交付多款MGX、DGX等新一代AI服务器原型产品。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250110/MTBhNmJhMjNhYmJjNDg2MTczNjQ3NDEwNzUzMg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MTBhNmJhMjNhYmJjNDg2MTczNjQ3NDEwNzUzMg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982862","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ASIC","BK4528","BK4585","AGIX","CHAT","ARTY","AI","BK4107","BK4543","BK4551","BK4023","AIYY","BK4587","BK4588","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638163016","title":"「ASIC巨頭」Marvell季度營收創紀錄、連續上調指引,CEO稱數據中心業務「着火了」","url":"https://stock-news.laohu8.com/highlight/detail?id=2638163016","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638163016?lang=zh_tw&edition=fundamental","pubTime":"2026-05-28 08:48","pubTimestamp":1779929291,"startTime":"0","endTime":"0","summary":"Marvell 2027财年Q1营收24.18亿美元创历史新高,将2027财年营收预期上调至约115亿美元,均超出分析师预期。CEO直言“AI订单异常强劲”、“数据中心在燃烧”,并确认自定义芯片业务2029财年目标超100亿美元。互联业务增速预期从50%上调至70%以上。同时,公司扩大了与英伟达的合作。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773291","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":null,"symbols":["DTCR","ON","ASIC","BLOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638651043","title":"澳大利亞證監會警告虛假加密交易平台詐騙,年輕投資者成主要目標","url":"https://stock-news.laohu8.com/highlight/detail?id=2638651043","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638651043?lang=zh_tw&edition=fundamental","pubTime":"2026-05-26 21:20","pubTimestamp":1779801608,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息,据 FinanceFeeds 报道,澳大利亚证券和投资委员会(ASIC)发布警告,提示骗子正通过 WhatsApp 等消息应用及虚假加密货币交易平台诈骗散户投资者。骗子通常先在社交媒体上发布投资建议,吸引用户加入伪装成知名金融人士或交易社区的消息群组,再诱导其向虚假平台存款。这些平台通过伪造交易数据模拟盈利,用户尝试提现时则被索要额外“解锁费用”,所有资金均直接流入骗子账户。此外,骗子还针对已遭受损失的投资者推销虚假“资金追回服务”实施二次诈骗。据 Moneysmart 调查数据,23% 的 18 至 28 岁澳大利亚人持有加密资产,72% 的 Z 世代曾在社交媒体上看到加密广告,41% 曾被直接劝诱投资加密货币,年轻群体风险敞口显著偏高。ASIC 提醒投资者避免轻信社交媒体投资建议,并建议通过 AUSTRAC 虚拟资产服务商登记册核实平台合规资质。 ","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://www.chaincatcher.com/article/2267337","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":["BK4107","ASIC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637377203","title":"俄羅斯擴大礦工監管,ASIC 礦機需上報網絡地址","url":"https://stock-news.laohu8.com/highlight/detail?id=2637377203","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637377203?lang=zh_tw&edition=fundamental","pubTime":"2026-05-24 14:02","pubTimestamp":1779602576,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息,据 Bits Media 报道,俄罗斯政府扩大了矿工和挖矿基础设施运营商必须向税务部门提交的信息范围。根据新规,矿工和运营商的国家登记册必须包含用于加密货币挖矿的设备(ASIC 矿机)的网络地址数据。俄罗斯财政部称,此举旨在简化对数字资产交易的监管和违规行为的调查。此外,电网运营商将能够更准确地监控挖矿能力高度集中的地区的基础设施负荷。根据法律规定,政府机构、法院、俄罗斯银行和电网运营商均可访问矿工登记册中的信息。联邦税务局负责维护矿工和挖矿基础设施运营商的登记册。根据现行法律,矿工和基础设施运营商(例如矿池)必须提交并定期更新以下信息:对于挖矿设备,需提供制造商、型号、序列号、算法、算力、功耗和运行模式等信息。关于挖矿:挖出的加密货币数量和类型、矿池以及在线统计数据链接。 ","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://www.chaincatcher.com/article/2266873","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861220033.SGD","LU1854103824.USD","BK4585","LU0724618433.USD","LU2357305700.SGD","LU1720051017.SGD","BK4600","BK4512","BK4170","LU0348723411.USD","LU0124384867.USD","LU1861219969.SGD","BK4605","LU1548497426.USD","BK4107","LU1978683503.SGD","IE00BD6J9T35.USD","LU2298322129.HKD","LU1720051108.HKD","LU1861215975.USD","ASIC","LU1854104046.USD","IE00BFMHRM44.USD","LU1861214812.USD","EBON","LU2360107325.USD","BK4595","IE00BZ199S13.USD","BK4141","BK4588","ON"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634265464","title":"澳股異動丨DroneShield重挫超16%,因信披及內幕交易疑雲遭監管調查","url":"https://stock-news.laohu8.com/highlight/detail?id=2634265464","media":"中金财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634265464?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 12:27","pubTimestamp":1778560021,"startTime":"0","endTime":"0","summary":"澳大利亚市场DroneShield盘中一度大跌超16%,股价创今年2月底以来新低。公司表示,澳大利亚金融监管机构正在审查该公司自11月以来的披露信息和股票交易。ASIC还将调查11月6日至12日期间DroneShield股票的交易情况。这些减持引发了DroneShield历史上最严重的抛售潮。 此后,DroneShield 分别任命安格斯·比恩和哈米什·麦克伦南接替了沃尼克和詹姆斯的职位。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202605/12/20260512335635.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202605/12/20260512335635.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260512/32217327.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK4107","ASIC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633343484","title":"AI ASIC收入預期翻倍!聯發科不止押注手機芯片,正轉向AI基礎設施提供商","url":"https://stock-news.laohu8.com/highlight/detail?id=2633343484","media":"快科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633343484?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 17:41","pubTimestamp":1778233314,"startTime":"0","endTime":"0","summary":"如果把目光从单纯的数字移开,就会发现联发科正在进行一场战略转型:它已经不再只是一家手机芯片公司,而是一家提供AI基础设施的半导体巨头。这一数据意味着,AI ASIC正在从联发科的“未来式”变为现实收入来源。不过联发科在云端AI芯片上的野心,远不止于ASIC。","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://tech.ifeng.com/c/8sxl1lluqMi","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["ASIC","LU2298322129.HKD","LU1861219969.SGD","BK4512","LU1854103824.USD","LU0348723411.USD","BK4107","LU1861220033.SGD","IE00BD6J9T35.USD","BK4588","LU2360107325.USD","ON","LU0724618433.USD","AGIX","LU1720051017.SGD","LU1854104046.USD","ARTY","LU1548497426.USD","IE00BFMHRM44.USD","LU1720051108.HKD","LU1861214812.USD","AIPO","LU0124384867.USD","BK4605","BK4585","LU1978683503.SGD","LU2357305700.SGD","LU1861215975.USD","CHAT","IE00BZ199S13.USD","BK4141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631581346","title":"聯發科Q1淨利按年下滑17%,AI ASIC收目標翻倍至20億美元 | 財報見聞","url":"https://stock-news.laohu8.com/highlight/detail?id=2631581346","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631581346?lang=zh_tw&edition=fundamental","pubTime":"2026-04-30 20:00","pubTimestamp":1777550452,"startTime":"0","endTime":"0","summary":"联发科正加速转向数据中心,2026年AI ASIC营收目标由10亿上调至20亿美元,并切入谷歌TPU供应链、潜在参与OpenAI项目,打开长期增长空间。尽管手机业务拖累业绩、整体营收与利润同比下滑,但AI芯片有望成为新引擎,市场关注其下半年放量能力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771410","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ASIC","CHAT","ON","AGIX","AIPO","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631688059","title":"Counterpoint:預計到2028年聯發科可佔據約26%的全球AI服務器運算ASIC出貨量","url":"https://stock-news.laohu8.com/highlight/detail?id=2631688059","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631688059?lang=zh_tw&edition=fundamental","pubTime":"2026-04-30 15:44","pubTimestamp":1777535092,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,Counterpoint Research研究助理David Wu 表示,依目前预测,预计到2028年,联发科可占据约26%的全球 AI服务器运算ASIC出货量。随着 Zebrafish 预计于 2026 年底开始量产,Humufish 预计于 2028 年逐步放量,联发科相关出货量有望随之增长。根据 Counterpoint Research 最新全球 AI 服务器运算 ASIC 出货预测,TPU v8t 和 v8i 的合计出货量预计将在 2028 年接近 500 万台,相较 2026 年约 40 万台的出货量呈现显著增长,主要反映谷歌在内部应用和云端客户场景中持续推进 TPU 部署。","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":"http://www.zhitongcaijing.com/content/detail/1437163.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["ASIC","CHAT","LU1720051108.HKD","LU1854103824.USD","LU1861215975.USD","ON","BK4512","LU2298322129.HKD","LU0348723411.USD","LU1978683503.SGD","BK4141","LU1861219969.SGD","AIPO","IE00BFMHRM44.USD","BK4107","BK4585","IE00BD6J9T35.USD","LU1548497426.USD","LU1854104046.USD","LU1861214812.USD","IE00BZ199S13.USD","LU0124384867.USD","LU1720051017.SGD","LU0724618433.USD","ARTY","LU2360107325.USD","LU2357305700.SGD","BK4588","LU1861220033.SGD","AGIX","BK4605"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631572165","title":"東北證券:推理重塑算力範式 ASIC公司迎來黃金髮展期","url":"https://stock-news.laohu8.com/highlight/detail?id=2631572165","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631572165?lang=zh_tw&edition=fundamental","pubTime":"2026-04-30 09:50","pubTimestamp":1777513829,"startTime":"0","endTime":"0","summary":"东北证券主要观点如下:GPU堆叠边际收益趋缓,专用算力价值持续凸显头部CSP资本开支维持高位,但AI集群的电力、散热、空间和运维复杂度约束加剧,单纯依靠堆叠性能的通用GPU方案已面临边际效益递减。两类模式共同勾勒出ASIC设计公司的主流成长范式。","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/1436983.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":["IAUI","LU1854103824.USD","GDXY","GDXD","GLL","ON","AAAU","000686","DBC","GDX","SGCmain","GDXU","GLDM","UGL","518880","RING","XME","GCmain","ASIC","IAU","CEF","GBUG","159934","SGUmain","USG","PICK","NUGT","JDST","OUNZ","DUST","BEGS","GOLY","159831","PHYS","GLTR","BAR","1OZmain","DULL","BTGD","MGCmain","JNUG","DGP","PALL","SGOL","GLD","GDXJ","DZZ","QOmain","IAUM","FGDL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631519035","title":"東方證券:推理開啓OCS新空間 ASIC液冷逐步成標配","url":"https://stock-news.laohu8.com/highlight/detail?id=2631519035","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631519035?lang=zh_tw&edition=fundamental","pubTime":"2026-04-29 09:46","pubTimestamp":1777427164,"startTime":"0","endTime":"0","summary":"v8t还引入了TPUDirect RDMA和TPUDirect Storage技术,使TPU内存与网络接口卡之间可直接数据传输,且TPU与高速管理存储之间也可直接访问。","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20260429/20260429094437_31305.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260429/20260429094437_31305.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1435935.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":"highlight_zhitongcaijin","symbols":["BK4512","BK0188","BK0012","LU1861220033.SGD","LU1861215975.USD","LU1978683503.SGD","BK0028","OCS","BK0276","LU1720051017.SGD","LU1720051108.HKD","LU1861214812.USD","LU1861219969.SGD","ON","BK1564","BK4141","LU0124384867.USD","BK4007","LU1854104046.USD","LU2298322129.HKD","BK4107","03958","LU0348723411.USD","LU2360107325.USD","600958","LU1854103824.USD","BK0183","BK4605","IE00BFMHRM44.USD","LU2357305700.SGD","BK1147","LU1548497426.USD","ASIC","BK4588","BK4585","IE00BZ199S13.USD","IE00BD6J9T35.USD","LU0724618433.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629047187","title":"市值單日蒸發超百億,千億液冷龍頭一季報「踩急剎」","url":"https://stock-news.laohu8.com/highlight/detail?id=2629047187","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629047187?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 21:46","pubTimestamp":1776865560,"startTime":"0","endTime":"0","summary":" 从4月20日股价一度触及历史新高,到次日开盘一字跌停,千亿液冷大牛股英维克在一日内市值蒸发118亿元。 英维克在资本市场经历“冰火两重天”,或源自其4月20日晚发布的一季报。财报显示,今年第一季度,公司营收同比增长26.03%至11.75亿元,但归母净利润却大跌81.97%至0.09亿元。 尽管头顶千亿液冷龙头的光环,但花旗银行报告指出,市场对英维克的一致盈利预期太高。","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://finance.sina.com.cn/stock/s/2026-04-22/doc-inhvkupw9255226.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4107","ASIC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628774855","title":"監管機構正對Anthropic的Mythos模型進行監控,防範銀行業相關風險","url":"https://stock-news.laohu8.com/highlight/detail?id=2628774855","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628774855?lang=zh_tw&edition=fundamental","pubTime":"2026-04-20 16:09","pubTimestamp":1776672540,"startTime":"0","endTime":"0","summary":"监管机构周一表示,他们正在监控人工智能公司Anthropic的前沿大模型Mythos的研发进展。专家称,该模型可能具备破坏银行系统稳定的潜在能力。 专家表示,Mythos拥有强大的高级代码编写能力,使其在识别网络安全漏洞方面具备前所未有的潜在水平,这也引发了全球部分监管机构更严格的审查。 韩国金融监督院周一表示,已于上周一与各金融机构的信息安全官员召开会议,评估与Mythos相关的风险。","market":"sg","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/stock/usstock/c/2026-04-20/doc-inhvcrna0615846.shtml","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":"sina","symbols":["BK4107","LU0054578231.USD","ASIC","BK4149","FSS","LU0342679015.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":3,"pageCount":2,"totalSize":49,"code":"91000000","status":"200"}]}}