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蘋果概念
5,297.14
-24.0737
-0.45%
漲家數：
15
跌家數：
12
平家數：
- -
市盈率：
- -
高：
5,341.04
開：
5,327.90
低：
5,275.74
收：
5,321.21
成交量：
2.91億
成交額：
770.10億
市值：
12.60萬億
流通市值：
12.26萬億
資料載入中...
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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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27共修復216個漏洞，百度等團隊參與貢獻","url":"https://stock-news.laohu8.com/highlight/detail?id=2667181496","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667181496?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:25","pubTimestamp":1789435556,"startTime":"0","endTime":"0","summary":"IT之家 9 月 15 日消息，苹果公司发布 macOS Golden Gate 27、macOS Tahoe 26.7 和 macOS Sequoia 15.8 三个版本安全公告，修复了约 200 个安全漏洞，并推荐用户尽快升级。CVE-2026-65414Bluetooth 远程攻击者可导致应用崩溃或执行任意代码蓝牙属于近距离无线攻击面，不一定需要用户主动打开文件；公共场所、办公室等场景下的暴露面更大。CVE-2026-84520AppleFDEKeyStore 本地攻击者可破坏内核内存 AppleFDEKeyStore 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3/2 奈米與 CoWoS 仍緊，AWS、聯發科產能配置有變","url":"https://stock-news.laohu8.com/highlight/detail?id=2667697366","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667697366?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:02","pubTimestamp":1789434169,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，时序进入2026年第3季下旬，台积电3奈米、2奈米先进制程与CoWoS先进封装产能持续供不应求。NVIDIA、苹果持续占有先进制程与封装资源；亚马逊AWS旗下Annapurna近期放大AI自研芯片投片，取得更多3奈米产能。联发科除手机芯片外，亦以Google TPU相关大单争抢2/3奈米制程与CoWoS-S/L产能。市场传出台积电近期重新调整产能配置。联发科承接Google TPU大单后，下一代TPU v9将同时采用台积电CoWoS-L及英特尔EMIB-T，已微调联发科3奈米、2奈米产能安排。目前台积电3奈米主要客户为NVIDIA，2025年超越苹果成为最大客户；2奈米则以苹果等需求为主。AWS放大Annapurna投片后，其3奈米与CoWoS配置顺位已提升。台积电2026年初起加速扩产，新竹宝山Fab 20及高雄Fab 22的2奈米月产能至10月底各有5万片，合计约10万片；至10月底南科3奈米月产能约18.5万片。至9月底整体产能利用率约96.2%，其中16/12奈米以下至2奈米均为100%。CoWoS供应不足带动先进封装订单外溢，承接顺位为日月光集团旗下硅品优先，接着为Amkor、力成等，力成相关封测产能已全数满载，订单能见度至2028年。 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| AMD驚現856萬美元雙買遠期虛值Call，押注620/820美元中長期暴漲，看漲情緒升温？","url":"https://stock-news.laohu8.com/highlight/detail?id=1125948269","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125948269?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:01","pubTimestamp":1789434109,"startTime":"0","endTime":"0","summary":"尽管股价当日走弱，但AMD期权市场出现一笔规模达855.75万美元的同向双买CALL大单，资金以远期限、高行权价的虚值合约集中布局中长期上行，大单情绪明显偏多。Call/Put 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| 蘋果214萬美元實值Call大單押注2026年續漲，63萬Put僅作防守，多頭主導情緒明顯","url":"https://stock-news.laohu8.com/highlight/detail?id=1158312298","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158312298?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:00","pubTimestamp":1789434057,"startTime":"0","endTime":"0","summary":"当日AAPL期权市场大单交易呈现明显偏多格局，一笔214.00万美元的中长期实值CALL买入成为最突出信号，另有一笔63.00万美元的虚值PUT买入作为防守或看空押注，但力度明显弱于多头资金。Call/Put 成交量比为 1.25，反映出当日看涨期权成交相对活跃，与偏多的大单情绪相互印证。尽管场内也存在一定比例的PUT买入，反映部分资金仍在防范回撤或进行保护，但整体上难以动摇当日大单交易所体现出的偏多主导氛围。","market":"us","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":["LU0545039389.USD","IE0004445015.USD","LU1935043536.SGD","BK4575","LU2092627202.USD","AAPB","LU1291159041.SGD","SG9999001424.SGD","IE00BJTD4N35.SGD","LU1037948541.HKD","SG9999015986.USD","LU2265009873.SGD","IE00B3S45H60.SGD","LU2999663052.SGD","LU0942090050.USD","LU1989771016.USD","LU0070302665.USD","LU2213496289.HKD","LU0265550946.USD","LU2092937148.SGD","LU1206713676.USD","LU0672654240.SGD","SG9999014898.SGD","LU0868494617.USD","IE00BK4W5M84.HKD","LU0795875086.SGD","LU0109392836.USD","CMAG","LU2237443622.USD","LU1548497426.USD","LU1582986359.USD","VT","LU0308772762.SGD","BK4585","SG9999015952.SGD","LU0345768740.USD","HK0000819398.USD","SG9999000418.SGD","LU1868837136.USD","LU0985320562.USD","LU1064131342.USD","METV","IOSX","LU1144417596.USD","IE00BJJMRX11.SGD","LU2089283258.USD","LU3102509885.SGD","LU1066051225.USD","LU0912757837.SGD","LU1935043023.USD","LU2360106780.USD","IE00BJLML261.HKD","LU1732799900.SGD","LU2860962120.EUR","IE00B1BXHZ80.USD","LU2065169927.USD","SG9999018865.SGD","LU1145028129.USD","IE00BWXC8680.SGD","LU1242518931.SGD","LU0048584097.USD","LU0795875169.SGD","LU1496350171.SGD","LU0158827948.USD","LU2023250504.SGD","LU0251132253.USD","LU2286300806.USD","LU2357305700.SGD","LU1066051811.HKD","LU0097036916.USD","LU0957808578.USD","LU0823417737.USD","BK4579","LU2750360997.AUD","LU0215105999.USD","IE00B3SWFQ91.USD","LU1974910355.USD","IE00B19Z9505.USD","LU0784385840.USD","SGXZ31699556.SGD","LU1267930730.SGD","IE00BKDWB100.SGD","BK4581","LU0056508442.USD","BK4574","LU0979878070.USD","LU0957791311.USD","LU1116320901.HKD","LU0788109477.HKD","LU0965508806.USD","SG9999014914.USD","LU0210536198.USD","LU1989764748.USD","LU2054465674.USD","HK0000306701.USD","LU2463028550.USD","SAAPLmain","LU2746668461.USD","IXN","LU0724617625.USD","IE000Q6AESB8.SGD","LU2242650005.HKD","LU0198837287.USD","SG9999014542.SGD","LU0708995401.HKD","LU1074936037.SGD","IE00BN8TJ469.HKD","IE00BLSP4452.SGD","SG9999014575.USD","LU2023251221.USD","LU2462591277.SGD","LU2506952170.USD","SG9999014559.SGD","BK4598","BK4588","LU0310799852.SGD","LU2250418816.HKD","IE0000B7K699.USD","LU1571399168.USD","IE000WAW04H5.SGD","LU2168564495.EUR","LU2236285917.USD","LU2543165471.USD","LU0949170772.SGD","LU0511384066.AUD","LU1244550494.USD","LU2381873111.SGD","LU0096364046.USD","LU2083900584.USD","LU1366192091.USD","IE0004445239.USD","LU1979441026.SGD","IE00B19Z8W00.USD","LU1551013425.SGD","LU0128525929.USD","LU1235294995.USD","LU2505996509.AUD","LU0077335932.USD","LU2637965513.SGD","LU2756315664.SGD","HK0000532082.HKD","IE000SO60NU8.SGD","BK4170","LU1400636574.HKD","LU1804176565.USD","LU0345769631.USD","LU1506573853.SGD","HK0000320223.HKD","BK4592","LU2237443978.SGD","LU0079474960.USD","LU0289961442.SGD","BK4554","LU0661504455.SGD","LU1935042215.USD","LU2065171402.SGD","ABFL","LU0472753341.HKD","IE00B1XK9C88.USD","LU0823421416.USD","AAPX","LU0557290698.USD","LU0211328371.USD","LU0784385170.HKD","LU1699723380.USD","LU0162691827.USD","LU1989772923.USD","LU0494093205.USD","LU1202635105.USD","IE00B775SV38.USD","LU0726765562.USD","LU2097344357.USD","LU0965509101.SGD","LU1582986433.USD","LU0784384876.USD","LU2271345857.HKD","IE00BFSS7M15.SGD","TYLG","LU0109391861.USD","LU1791710400.SGD","LU1066053197.SGD","LU2247934214.USD","IE00BKVL7J92.USD","LU0157215616.USD","LU2430703178.SGD","LU1069344957.HKD","IE00BMPRXR70.SGD","LU0476273544.USD","LU0345770308.USD","LU1037948897.HKD","IE00B5949003.HKD","HK0000320264.USD","IE0001KFT4U8.USD","LU1244550221.USD","LU1267930490.SGD","LU2461242641.AUD","LU2360032135.SGD","IE00BK4W5L77.USD","JGRO","LU2361044949.HKD","LU0133085943.USD","LU0689472784.USD","LU1127390331.HKD","LU0061474960.USD","VGT","LU0786609619.USD","IE00BSNM7G36.USD","LU1645745479.HKD","LU0787776722.HKD","LU1814569148.SGD","LU2065171311.SGD","LU2347655073.USD","AAPW","IE00B775H168.HKD","LU0082616367.USD","LU2506952097.USD","LU0174119429.USD","LU1206712785.SGD","LU0080751232.USD","IE00BDCRKT87.USD","LU0127658192.USD","LU1116320737.USD","LU0528227936.USD","LU2506951958.HKD","LU0203202063.USD","LU0417517546.SGD","SG9999014906.USD","BK4507","LU0234570918.USD","LU0320765489.SGD","LU0466842654.USD","IE00BMPRXN33.USD","BK4532","IE00B4JS1V06.HKD","LU0256863902.USD","LU1868836914.USD","IE000KEQY171.SGD","AAPY","LU0868494708.USD","LU1823568750.SGD","LU2403377893.USD","LU0149725797.USD","LU1935043452.HKD","LU1670756490.USD","LU0289739343.SGD","LU0823434740.USD","LU2458330243.SGD","LU2471134879.HKD","IE0009356076.USD","LU2750360641.GBP","LU2168564149.EUR","IE00B19Z8X17.USD","LU2552382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