明星科技股

5,327.59

+19.650.37%

漲家數：7

跌家數：13

平家數：- -

市盈率：- -

高：5,359.53

開：5,309.09

低：5,296.76

收：5,307.93

成交量：10.38億

成交額：2,562.00億

市值：33.31萬億

流通市值：30.93萬億

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 看好「果鏈股」及AI硬件商  維持行業「增持」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2667963749","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667963749?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 13:09","pubTimestamp":1789362540,"startTime":"0","endTime":"0","summary":"大华继显发表报告，指本业绩期以苹果及高端敞口的供应商相对更具韧性，低端及中端安卓手机则受元件涨价严重冲击，该行预期压力将持续至2027年，并偏好“果链股”多于安卓供应链，因其出货、利润率及平均售价更具韧性；同时看好业务已切实多元化至AI设备及AI服务器的厂商，认为可提供有意义缓冲。该行维持行业“增持”评级，并看好AI硬件多于手机供应链。)相关内容《大行》大摩：小米SkyNomad新订单强劲  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iPhone Duo印度售價比美國高57% 當地網民憤怒","url":"https://stock-news.laohu8.com/highlight/detail?id=2667631417","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667631417?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 10:03","pubTimestamp":1789351395,"startTime":"0","endTime":"0","summary":"本次苹果发布了首款折叠屏iPhone Duo 与iPhone 18 Pro系列，新机全球定价公布后，印度与美国之间巨大的价差再度引发舆论热议。iPhone 18 Pro Max情况相近：美国售价从1199美元上调至1299美元，涨幅仅8%；印度售价从149900卢比涨到179900卢比，涨幅达到20%。iPhone 18 Pro 美国售价折合约113905卢比，印度实际定价164900卢比，溢价高达45%；iPhone 18 Pro Max 溢价也达到46%。价差最悬殊的则是折叠新机iPhone Duo：256GB版本美国起售价1999美元，折合189905卢比，而印度定价直接来到299900卢比，溢价幅度达57%。","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/8wPKGqVeYlN","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":["LU1582986359.USD","LU1074936037.SGD","IE00BFSS8Q28.SGD","IE000YTNTUN2.SGD","SG9999015358.SGD","IE00BKVL7J92.USD","LU0198837287.USD","XLK","JGRO","LU2381873111.SGD","LU1267930730.SGD","LU0096362180.USD","LU2023251221.USD","LU0689472784.USD","LU1803068979.SGD","IE00BZ1G4Q59.USD","LU0964807845.USD","LU2552382058.USD","LU0011850046.USD","LU0823434740.USD","VGT","LU1084165304.USD","LU0861579265.USD","LU2347655156.SGD","LU2100268510.USD","LU2487616109.SGD","LU0208291251.USD","BK4170","LU1791710582.SGD","AAPU","IE00BLSP4239.USD","LU0354030511.USD","IE00B4YYXB79.USD","LU2592432038.USD","LU0267386448.USD","LU1119994496.HKD","LU0211328371.USD","LU1674673428.USD","SG9999014880.SGD","LU2065171311.SGD","LU0070302665.USD","BK4554","LU0070217475.USD","LU2637965513.SGD","LU2286300806.USD","BK4592","LU1645745479.HKD","LU1935042215.USD","LU0738911758.USD","AAPX","LU0868494708.USD","IE0034235303.USD","LU0476273544.USD","LU2430703095.HKD","LU0689626769.HKD","LU1935043452.HKD","LU0456855351.SGD","LU0314106906.USD","HK0000819398.USD","LU0069063385.USD","IE00BJTD4V19.USD","SG9999018865.SGD","LU1815333072.USD","LU1066051498.USD","SG9999002224.SGD","LU1732799900.SGD","LU0950375773.USD","LU0314104364.USD","LU1629891620.HKD","BK4585","IE000ITXATA3.USD","LU0708994859.HKD","LU0149725797.USD","LU1496350502.SGD","BK4574","LU1037948897.HKD","IE000F7OJYX1.SGD","ROM","LU2999663052.SGD","LU0726765562.USD","LU0127658192.USD","IE00BN29S564.USD","LU0345770993.USD","TTXU","HK0000306685.HKD","LU1037948541.HKD","LU2237443382.USD","IE0004445015.USD","LU0109391861.USD","LU0466842654.USD","LU0056508442.USD","LU1244550221.USD","IE00B7KXQ091.USD","LU0823421416.USD","LU0345768740.USD","LU2552382215.SGD","LU2896262040.SGD","LU2347655073.USD","LU2028103732.USD","LU2242650005.HKD","LU2430703251.USD","SG9999015978.USD","LU1206712785.SGD","IE00B775H168.HKD","LU1868837136.USD","LU0823417737.USD","BK4598","LU0215105999.USD","BK4507","LU0345770308.USD","LU0203201768.USD","BK4505","IE00B1BXHZ80.USD","GB00BDT5M118.USD","LU0081259029.USD","LU1244550494.USD","LU2602419157.SGD","LU0949170772.SGD","LU2750360641.GBP","LU0823417653.USD","LU0211327993.USD","LU0417517546.SGD","LU2092937148.SGD","LU2746668974.SGD","LU1720051108.HKD","LU0310800379.SGD","LU0143551892.USD","LU1917777945.USD","LU2097344431.USD","IE0000B7K699.USD","LU2242649171.HKD","SAAPLmain","LU1935043536.SGD","LU0124676726.USD","LU1064131342.USD","LU0444973449.USD","LU3102509885.SGD","AAPD","HK0000532082.HKD","LU0256863811.USD","LU1699723380.USD","LU1989772840.SGD","LU1116320901.HKD","IE00BKDWB100.SGD","SG9999002232.USD","IE00BMPRXQ63.HKD","LU2462591277.SGD","LU2168564149.EUR","AAPY","LU0310799852.SGD","IE00BN8TJ469.HKD","LU0672654240.SGD","LU0080751232.USD","AAPE","LU0061474960.USD","LU2543165471.USD","LU1232071149.USD","IE00BQXX3F31.USD","LU0683600562.USD","LU0345769631.USD","LU2092627202.USD","LU0323591593.USD","MACW.SI","HK0000914660.USD","LU2357305700.SGD","LU0545039389.USD","LU0048584097.USD","LU2420271590.USD","LU2264538146.SGD","SG9999000418.SGD","LU2054465674.USD","LU1988902786.USD","LU2360032135.SGD","LU0957808578.USD","LU1116320737.USD","LU0265550946.USD","LU0354030438.USD","SPTE","LU1035775433.USD","SG9999018857.SGD","FTEC","LU1496350171.SGD","LU0787776722.HKD","LU1642822529.SGD","LU1066053197.SGD","LU1935043023.USD","LU2236285917.USD","LU0965509010.AUD","ABFL","LU0472753341.HKD","BK4527","LU2083900584.USD","IE0001KFT4U8.USD","BK4581","HK0000320264.USD","IE00BQXX3C00.GBP","LU2213496289.HKD","IE00BMPRXR70.SGD","LU1979441026.SGD","LU0210533765.USD","IE00BMPRXN33.USD","LU0889565833.HKD","IE00BJJMRY28.SGD","LU1935042488.USD","LU2860962120.EUR","LU1244550577.SGD","IXN","IE00BJLML261.HKD","LU0661504455.SGD","LU1989771016.USD","LU2471134952.CNY","LU1582987597.SGD","LU0965509283.SGD","LU1582987324.SGD","LU2506951958.HKD","LU0784384876.USD","LU1914381329.SGD","AAPL","LU2756315318.SGD","LU2125154778.USD","LU2097344357.USD","LU2954938101.SGD","LU2089283258.USD","LU0308772762.SGD","LU0210528500.USD","LU2089284900.SGD","SG9999014898.SGD","LU2471134796.USD","LU0320765059.SGD","LU2247934214.USD","BK4588","BK4550","LU0234570918.USD","LU2505996509.AUD","LU2023250843.SGD","LU0234572021.USD","LU2461242641.AUD","LU2506952170.USD","SG9999015945.SGD","LU1366192091.USD","LU2463028550.USD","LU1823568750.SGD","LU0557290698.USD","LU1003077747.HKD","LU1718418525.SGD","LU0868494617.USD","HK0000320223.HKD","LU2087625088.SGD","IE00BJTD4N35.SGD","LU2077746001.SGD","SG9999015986.USD","LU1145028129.USD","LU2108987350.USD","LU09655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10:03","pubTimestamp":1789351380,"startTime":"0","endTime":"0","summary":"Google Cloud首席执行官Thomas Kurian本月早些时候在高盛通信+技术大会上表示，谷歌云的平均AI服务器投资回收用时不到2年，而自研芯片的投资回收期更是仅有GPU方案的一半。Thomas Kurian表示，其自研AI加速器业务规模是第二大超大规模数据中心运营商的2倍以上。谷歌云的大部分基础设施合同都是为期五年的长期合同。这位主管宣称谷歌云在AI训练、AI推理、CPU三个细分领域分别能提供2.7倍、80%、30%的性价比优势。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/09/14100358424971.shtml","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":"jinrongjie_highlight","symbols":["LU0354030438.USD","LU2089284900.SGD","BK4532","LU0345768153.USD","LU2404859741.USD","LU1201861165.SGD","LU1244550221.USD","LU2191332357.HKD","SG9999015978.USD","GOOW","LU1235294995.USD","LU0029864427.USD","IE00BJTD4N35.SGD","SGXZ31699556.SGD","LU1366333091.USD","SG9999018865.SGD","GOU","SKYY","LU0310800379.SGD","IE00BMPRXQ63.HKD","FCOM","LU0868494708.USD","IE0001KFT4U8.USD","LU1988902786.USD","LU1119994496.HKD","LU1496350171.SGD","IE00BLSP4452.SGD","LU0528227936.USD","LU0912757837.SGD","BK4561","LU2347655073.USD","LU2247934214.USD","LU0742534661.SGD","LU1720051017.SGD","IE000MB6IJN5.SGD","LU1400636491.USD","LU1989764748.USD","LU1301847155.USD","LU1642822529.SGD","LU2471134796.USD","LU0444973449.USD","LU2065169927.USD","LU1202635105.USD","LU0158827948.USD","GOOX","BK4550","LU0949170426.SGD","LU2403377893.USD","LU1894683348.USD","IE00B19Z8W00.USD","LU1823568750.SGD","SG9999017495.SGD","LU1670628061.USD","BK4585","LU0976567544.SGD","LU0882574139.USD","IE00BHPRN162.USD","LU1951200564.SGD","LU0203347892.USD","LU2491050071.SGD","IE00BN8TJ469.HKD","LU0211326755.USD","LU1645745479.HKD","IE00BQXX3D17.EUR","LU0642271901.SGD","LU1732799900.SGD","LU2125909247.SGD","SG9999014575.USD","LU1430594728.SGD","IE0004091025.USD","IE00BMPRXR70.SGD","LU1280957306.USD","LU2097344431.USD","LU0138981039.USD","LU1003077747.HKD","LU0823421333.USD","LU2471134523.USD","GB00B4QBRK32.GBP","GB00B4LPDJ14.GBP","LU0823434583.USD","IE00BKPKM429.USD","LU2430703178.SGD","LU1804176565.USD","LU0006306889.USD","LU0149725797.USD","LU0130518102.USD","LU1261432733.SGD","LU1868836757.USD","LU2236285917.USD","LU2168564222.USD","IE0004086264.USD","LU0175139822.USD","BK4574","LU2505996509.AUD","LU0208291251.USD","IE00B19Z9505.USD","IE0034235303.USD","SG9999015986.USD","LU0985320562.USD","SNPE","LU1868837300.USD","LU1267930573.SGD","LU2106854487.HKD","LU2756315318.SGD","LU1935043023.USD","LU1267930730.SGD","LU2357305700.SGD","LU0130103400.USD","LU2404859667.USD","LU2756315664.SGD","LU1989772840.SGD","EFIV","LU0738911758.USD","LU2602419157.SGD","LU0057025933.USD","LU0302445910.USD","LU0426417589.USD","LU0323591593.USD","LU1839511570.USD","LU0130102774.USD","LU1221951129.SGD","BK4538","LU0211326839.USD","IE00BMPRXN33.USD","LU0310800965.SGD","LU2381873111.SGD","LU0690374615.EUR","LU0957808578.USD","LU0472753341.HKD","SG9999015341.SGD","LU2275660780.HKD","SGXZ51526630.SGD","LU1803068623.USD","LU0353189763.USD","LU1548497426.USD","LU0426412945.USD","LU2347655156.SGD","LU2023250330.USD","LU0130517989.USD","LU2092627202.USD","LU2092937148.SGD","LU1815336760.USD","LU0048573561.USD","LU0708994859.HKD","IE00BZ1G4Q59.USD","METV","LU2065171402.SGD","LU2244417387.USD","LU0170899867.USD","LU1496350502.SGD","LU1267930490.SGD","LU1718418525.SGD","IE00BD6J9T35.USD","LU0107464264.USD","LU0889566641.SGD","LU1400636657.SGD","LU1244550494.USD","LU0061475181.USD","LU1121112475.USD","LU0215105999.USD","LU1935043452.HKD","LU0210533765.USD","LU0094547139.USD","LU1974910355.USD","LU1267930813.SGD","LU1880398471.USD","LU1791710400.SGD","BK4581","LU2087621335.USD","LU1145028129.USD","LU2271345857.HKD","LU0964807845.USD","BK4534","LU2098885051.SGD","BK4566","LU2750360997.AUD","LU1116320901.HKD","LU1674673691.USD","LU2125909593.SGD","LU0345770308.USD","LU2362541513.USD","SGXZ81514606.USD","IE000WAW04H5.SGD","LU2168564065.EUR","LU1880398554.USD","IE00B7SZLL34.SGD","LU1066051498.USD","LU0211328371.USD","SG9999014914.USD","LU0154236417.USD","IE00B1XK9C88.USD","LU1046421795.USD","LTL","LU1923622614.USD","IE00BK4W5L77.USD","LU0511384066.AUD","LU1917777945.USD","IE00BQXX3F31.USD","LU0320765059.SGD","GOOL","SG9999014898.SGD","LU1221951046.USD","LU0070302665.USD","LU0158827781.USD","LU2023251221.USD","LU1935042991.SGD","IE00BBT3K403.USD","LU1989764664.SGD","LU2242650005.HKD","LU0124676726.USD","LU0157215616.USD","LU1043141396.HKD","LU0557290698.USD","LU1232071149.USD","BK4527","LU0203345920.USD","LU1435385759.SGD","LU0345774391.USD","SG9999000418.SGD","LU0265550359.USD","LU2168564149.EUR","SG9999015358.SGD","BK4543","LU2592432038.USD","LU1303367103.USD","LU0289961442.SGD","IE00BWXC8680.SGD","LU1066051225.USD","IE0000B7K699.USD","GOOP","LU2326559502.SGD","LU1551013425.SGD","LU0234570918.USD","LU0314106906.USD","LU2211815571.USD","SG9999014567.USD","XLC","LU0980610538.SGD","LU0345768740.USD","LU0345769631.USD","LU2077746001.SGD","LU0477156953.USD","LU1778281490.HKD","LU0690374961.EUR","LU0312595415.SGD","L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