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寇圖資本持倉
4,174.25
-0.5205
-0.01%
漲家數：
24
跌家數：
38
平家數：
2
市盈率：
- -
高：
4,224.80
開：
4,189.90
低：
4,143.37
收：
4,174.77
成交量：
6.09億
成交額：
749.61億
市值：
13.37萬億
流通市值：
12.38萬億
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2030 年可搞定國產先進光刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2667614756","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667614756?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 15:15","pubTimestamp":1789456522,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，黄仁勋在 All-In 峰会上判断，中国到 2030 年就能做出自己的先进光刻系统。他还认为，一旦技术成熟，中国有很强的大规模生产能力，国产设备进入本土晶圆厂只是时间问题。该判断比蔡司更乐观。蔡司半导体负责人 Frank Rohmund 最近称，中国要做出国产 EUV 光刻机，可能还需要约 15 年。蔡司是 ASML EUV 光学系统的核心供应商。主持人问的是 advanced lithography systems，没有具体限定为 EUV，黄仁勋在回答中也没有进一步说是 EUV。 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Euclyd","url":"https://stock-news.laohu8.com/highlight/detail?id=2667611439","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667611439?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 14:30","pubTimestamp":1789453846,"startTime":"0","endTime":"0","summary":"被低估的Euclyd单看数字，这只是英伟达替代赛道上又一笔融资，但这笔融资的背后并不简单。第三是时间表与商业模式。三星与欧洲各取所需三星是全球唯一同时具备存储、逻辑代工与先进封装能力的厂商。HBM 份额已从 2025 年二季度的 15% 回升至 2026 年二季度的 33%，且三星正是 OpenAI Jalapeo 的 HBM4 独家供应商。Wennink 出任董事长、丹麦与比利时国家资本入局，本质是欧洲在补设计规模化的短板。","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/1496118.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":["ANV","IE00B7KXQ091.USD","LU0545039389.USD","LU1633808545.USD","LU1923623000.USD","LU2111349929.HKD","LU1267930730.SGD","TTEQ","LU1868836591.USD","IE00BK4W5L77.USD","NVD2.UK","LU1691799644.USD","LU0072462426.USD","ESUM","LU2125909593.SGD","LU2148611432.USD","BK4579","LU1732800096.USD","LU2237443382.USD","IE000W1ABFV2.USD","LU0689626769.HKD","LU0094547139.USD","SMHX","LU0444971666.USD","LU2089283258.USD","LU0289960550.SGD","LU2286300806.USD","07388","LU1153585028.USD","LU0109391861.USD","LU1880398554.USD","LU0029864427.USD","LU2592432038.USD","HK0000320223.HKD","LU0225283273.USD","LU1934455277.USD","LU1261432733.SGD","LU2108987350.USD","LU2083900584.USD","IE0004445239.USD","LU2294711713.HKD","LU2237443465.HKD","LU2471134796.USD","HK0000914686.HKD","IETC","LU0158827781.USD","LU1718418525.SGD","IE00BJTD4N35.SGD","LU0417517546.SGD","LU1951200564.SGD","LU2954938101.SGD","SG9999002232.USD","LU0082616367.USD","LU2290526834.HKD","LU0553294199.USD","WISE","LU0267386448.USD","SMH","LU2077746001.SGD","BK4532","TRFK","CLSE","LU0788109477.HKD","LU1934455863.HKD","LU1035775433.USD","LU2023251221.USD","SHOC","LU0215105999.USD","BK4605","LU1935043536.SGD","IE00BDCRKT87.USD","LU2106854487.HKD","SG9999014542.SGD","IE00BHPRN162.USD","IE0009G5SDU7.USD","LU1069347547.HKD","LU2360107168.USD","LU2756315664.SGD","IE00B19Z8X17.USD","LU0048584097.USD","LU0310800379.SGD","LU2023250330.USD","NVD","LU1244550577.SGD","LU0053666078.USD","LU0096362180.USD","TTXU","IE00BFSS8Q28.SGD","LU2506951792.HKD","LU2092937148.SGD","LU1989764664.SGD","NVDS.UK","LU0640476718.USD","LU0672654240.SGD","LU1066051811.HKD","LU0965509101.SGD","AIFD","LU0476273544.USD","LU0158827948.USD","LU2237957811.SGD","HK0000532082.HKD","LU2458330243.SGD","LU2491050071.SGD","LU1712237335.SGD","LU0138981039.USD","LU0390134368.USD","LU0823414478.USD","BK4529","LU2347655073.USD","LU1035773651.USD","LU2552382058.USD","LU0057025933.USD","LU0238689110.USD","LU1400636491.USD","LU2089284900.SGD","LU2360032135.SGD","SPTE","LU0310799852.SGD","IE000KEQY171.SGD","LU0265550946.USD","LU1923622291.USD","LU0006306889.USD","LU0898699433.AUD","LU1989764748.USD","SG9999015978.USD","LU0738911758.USD","LU1935043452.HKD","LU1868837300.USD","NVDB","2NVD.UK","LU1935042215.USD","LU2552382132.HKD","IXN","LU0289961442.SGD","LU1066053197.SGD","ESLG","VGT","IE00BK4W5M84.HKD","ILDR","LU0256863902.USD","IE00BQXX3D17.EUR","LU1144417596.USD","LU0965509010.AUD","LU0187121727.USD","LU0354030438.USD","IE000ITXATA3.USD","LU2028103732.USD","BK4588","IE00B1BXHZ80.USD","AGOX","LU2125154778.USD","AIPI","LU2125154935.USD","SG9999014914.USD","BK4141","LU1988902786.USD","LU2023250504.SGD","SG9999015986.USD","LU2065171311.SGD","BK4527","LU0251132253.USD","LU0726765562.USD","IE00B3S45H60.SGD","LU2361044865.SGD","SG9999014567.USD","IE00BZ199S13.USD","LU0345770993.USD","LU2430703095.HKD","IE00BKVL7J92.USD","LU1066051498.USD","BK4608","LU0061475181.USD","LU2242649171.HKD","HK0000320264.USD","LU1232071149.USD","BK4533","LU0256863811.USD","IE000YTNTUN2.SGD","JGRO","LU0316494557.USD","LU1244550494.USD","LU2272731600.USD","IE0001KFT4U8.USD","LU0210536198.USD","LU2236285917.USD","LU1548497426.USD","LU0210528500.USD","LU1815336760.USD","LU2471134879.HKD","IE00BQXX3F31.USD","LU2896262040.SGD","LU2931357623.SGD","NVDX","IE00B19Z8W00.USD","LU0211328371.USD","LU0979878070.USD","LU2430703178.SGD","LU0109392836.USD","LU1037948541.HKD","IE00BDRTCR15.USD","LU2471134523.USD","GB00BDT5M118.USD","LU1316542783.SGD","NVC","LU1116320901.HKD","LU2505996509.AUD","LU1814569148.SGD","LU0348723411.USD","LU2271345857.HKD","LU2097344357.USD","LU1435385759.SGD","BK4554","LU0957791311.USD","LU1670756490.USD","LU2237443978.SGD","LU1992135472.HKD","LU0061474705.USD","LU0133085943.USD","LU0472753341.HKD","LU1791710400.SGD","FDTX","IE0034235303.USD","LU1242518931.SGD","LU2249611893.SGD","IE00BJJMRY28.SGD","LU1267930490.SGD","HK0000304805.HKD","LU1791710582.SGD","LU2237438978.USD","LU1868836914.USD","LU2430703251.USD","LU0861579265.USD","GAMR","IE00B775SV38.USD","LU0080751232.USD","IE00BKPKM429.USD","LU0345768740.USD","IE00BKDWB100.SGD","LU2746668461.USD","SG9999015358.SGD","SOXQ","NVDG","LU2413666699.HKD","LU0823434583.USD","IE00B775H168.HKD","LU2063271972.USD","LU0128525929.USD","LU0689472784.USD","NVDO","IE00BJTD4V19.USD","EFIV","LU0965508806.USD","SG9999014906.USD","FAI","LU2264538146.SGD","LU2417539215.USD","LU2191332357.HKD","LU2543165471.USD","LU2750360997.AUD","LU1720051017.SGD","LU2168564222.USD","LU0683600562.USD","VT","LU0170899867.USD","SG9999014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Energy將向日本投資者出售價值最高達5億美元的股份，作為其在美國首次公開募股（IPO）的一部分","url":"https://stock-news.laohu8.com/highlight/detail?id=2667697529","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667697529?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:25","pubTimestamp":1789435503,"startTime":"0","endTime":"0","summary":"更新 1-SB Energy将向日本投资者出售价值最高达5亿美元的股份，作为其在美国首次公开募股的一部分补充背景信息Anton Bridge路透东京9月15日-周二提交的一份文件显示，由软银集团支持的数据中心开发商SB Energy将向日本投资者出售价值高达5亿美元的股份，作为其在美国首次公开募股的一部分。该文件未披露此次美国首次公开募股的规模。据路透报道，软银可能寻求为SB Energy争取500亿美元的估值 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Invest 減持 700 萬美元 Coinbase、1387 萬美元 Circle 等加密股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2667169712","media":"链捕手","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667169712?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 09:23","pubTimestamp":1789435433,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 The Block 报道，Cathie Wood 的 Ark Invest 在加密相关股票上涨之际出售了其持有的大部分 Coinbase、Circle、Bullish 和 Bitmine 股份。具体出售包括 700 万美元 Coinbase、1,387 万美元 Circle、396 万美元 Bitmine 和 68.77 万美元 Bullish 股票。Ark 还减持了 4,000 万美元其自身发行的 Ark 21Shares Bitcoin ETF（ARKB）。 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