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Research第三季度营收58.4亿美元、非GAAP每股收益1.47美元，双双创历史新高并超出华尔街预期，中国是最大的市场。公司将下季度营收指引上调至约66亿美元，CEO称“2027年感觉会是相当好的一年”。不过，客户预付款降至近四年低点，短期订单节奏的变化成为市场关注焦点。","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/3770661","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0823434583.USD","LU1917777945.USD","IE00B5949003.HKD","LU2089985449.USD","LU0823434740.USD","IE00B1BXHZ80.USD","IE00BJJMRX11.SGD","BK4147","IE0004445239.USD","03165","IE0004445015.USD","LU2244417387.USD","ASMU","LU0251132253.USD","LU2250418816.HKD","LU1670628061.USD","LU1815333072.USD","LU1852331112.SGD","BK4585","LU0476273544.USD","LU2360106780.USD","LU1720051017.SGD","BK4567","LU1823568750.SGD","IE00BD6J9T35.USD","LU2543165471.USD","LU2023250843.SGD","IE00BJJMRY28.SGD","LU1720051108.HKD","LU2931357623.SGD","LU0942090050.USD","LU0957808578.USD","LU0081259029.USD","LU0345774391.USD","ASMH","LU1548497426.USD","IE00BFSS8Q28.SGD","IE00B775H168.HKD","LU0444971666.USD","LU0061474960.USD","BK4551","LU2106854487.HKD","LU0417517546.SGD","IE00BFSS7M15.SGD","LU1235294995.USD","LU1366333091.USD","LU2242649171.HKD","LU2357305700.SGD","LRCU","LU0345774631.USD","LU0157215616.USD","LU1069347547.HKD","LU1974910355.USD","LU1670627923.USD","IE00BQXX3C00.GBP","LU0256863902.USD","LU0868494617.USD","LU0097036916.USD","IE00BSNM7G36.USD","LU0256863811.USD","BK4588","LU0056508442.USD","LU1035773651.USD","LU1734074674.USD","BK4581","IE00BQXX3D17.EUR","LU2023250504.SGD","LU0868494708.USD","IE00BN29S564.USD","LU0082616367.USD","LU2063271972.USD","BK4533","IE0005OL40V9.USD","LU0719512351.SGD","LU0957791311.USD","LU1815336760.USD","LU0061475181.USD","IE00B7KXQ091.USD","LRCX","LU0096362180.USD","ASMG","LU0187121727.USD","IE0009356076.USD","LU0048584097.USD","LU0274383776.USD","LU0444973449.USD","BK4543","IE00BQXX3F31.USD","LU1046421795.USD","LU0348723411.USD","LU1642822529.SGD","IE00B4JS1V06.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102966700","title":"美股夜盤 | 明星股績後升跌不一，德州儀器夜盤大漲10%、拉姆研究漲2%，特斯拉夜盤微跌、ServiceNow暴跌12%；Lululemon任命新CEO，夜盤跌4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102966700","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102966700?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 08:12","pubTimestamp":1776903171,"startTime":"0","endTime":"0","summary":"特斯拉Q1营收创近三年最高增速，盈利大超预期，现金流翻倍，马斯克预告支出大增。特斯拉夜盘微跌。ServiceNow业绩符合预期，但中东战事拖累，AI冲击疑虑难消。ServiceNow夜盘暴跌12%。英特尔夜盘涨近3%，特斯拉CEO埃隆·马斯克称，计划使用英特尔的14A工艺。IBM一季度业绩超预期，但维持全年指引不变；IBM夜盘跌超6%。德州仪器夜盘大涨10%！一季度业绩稳健，二季度业绩指引强劲。拉姆研究夜盘涨2%！第三财季业绩超预期，第四财季营收和利润指引强劲。Lululemon任命前耐克高管Heidi O’Neill为新任CEO，夜盘跌4%。","market":"us","thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed"],"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":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSL","TSLA","TSII","LRCU","TSLP","TXN","TSLO","TSLL","CRSH","TSLG","NOW","TSLW","TSLT","TESL","TLA","TSLS","TSDD","LRCX","TSLY","TSLI","TSLZ","TEST","TSLQ","NOWL","TSYY","TSLR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629074147","title":"又一份超預期答卷！泛林集團(LRCX.US)Q3業績、指引均超預期 ，中國內地營收佔比34%仍居首","url":"https://stock-news.laohu8.com/highlight/detail?id=2629074147","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629074147?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 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周三盘后公布了强劲的季度业绩，其股价在盘后交易中上涨2%。公司第三财季每股收益为1.47美元，高于华尔街一致预期的1.36美元，也高于去年同期的1.04美元。季度营收达到58.4亿美元，略高于预期的57.5亿美元，同比增长24%。公司对第四季度的营收和盈利指引远高于华尔街预期。用于AI数据中心的芯片需求异常强劲，如果华尔街预期准确，Lam将连续第三个季度创下销售新高。","market":"hk","thumbnail":"https://static.tigerbbs.com/32412d7490ed4d73dd004fd441e734cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/32412d7490ed4d73dd004fd441e734cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ca0e3dea87604e6a95a3bf5695c5bcab","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"拉姆研究第三财季业绩超预期，第四财季营收和利润指引强劲","news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LRCX","LRCU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1123733829","title":"拉姆研究首席財務官展望未來：資本支出預期維持在營收4%至5%區間","url":"https://stock-news.laohu8.com/highlight/detail?id=1123733829","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123733829?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 05:22","pubTimestamp":1776892931,"startTime":"0","endTime":"0","summary":"拉姆研究公司首席财务官在电话会议中表示，展望未来发展，公司持续预期资本支出将保持在营收的4%至5%范围内。这一预算框架体现了企业对投资纪律的坚持，同时为技术创新和产能扩张保留了适度空间。","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":["IE00B4JS1V06.HKD","LU2023250843.SGD","LRCU","LU1917777945.USD","IE00BJJMRX11.SGD","LU1642822529.SGD","LU0868494708.USD","LU0444973449.USD","IE0005OL40V9.USD","LU1720051108.HKD","LU1069347547.HKD","IE00B775H168.HKD","LU0348723411.USD","LU0823434583.USD","IE00BSNM7G36.USD","LU2357305700.SGD","LU1823568750.SGD","IE00B1BXHZ80.USD","LU0251132253.USD","LU1235294995.USD","BK4588","BK4585","LU2106854487.HKD","LU0097036916.USD","BK4543","LU0957808578.USD","IE00BN29S564.USD","BK4551","IE00B7KXQ091.USD","LU0476273544.USD","LU1670627923.USD","LU2023250504.SGD","LU2242649171.HKD","LU0081259029.USD","BK4581","LU1815336760.USD","LU0061475181.USD","LU2244417387.USD","LU0061474960.USD","LU0274383776.USD","LU0187121727.USD","LU0444971666.USD","LU2089985449.USD","BK4147","BK4533","IE00BJJMRY28.SGD","LU1852331112.SGD","LU0868494617.USD","LU0256863811.USD","LU1815333072.USD","LRCX","LU0417517546.SGD","LU1548497426.USD","IE0004445015.USD","LU1974910355.USD","LU1670628061.USD","IE00BQXX3D17.EUR","IE00B5949003.HKD","LU0096362180.USD","LU0719512351.SGD","IE00BQXX3C00.GBP","LU0942090050.USD","LU1366333091.USD","LU0823434740.USD","LU0157215616.USD","LU2931357623.SGD","LU0056508442.USD","LU2250418816.HKD","IE00BFSS8Q28.SGD","LU0048584097.USD","IE0009356076.USD","IE00BQXX3F31.USD","IE00BFSS7M15.SGD","LU1046421795.USD","LU1035773651.USD","LU0957791311.USD","LU0082616367.USD","BK4567","LU0256863902.USD","LU1720051017.SGD","LU2360106780.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629994078","title":"芯片製造工具需求旺盛，Lam Research 預測季度收入可觀","url":"https://stock-news.laohu8.com/highlight/detail?id=2629994078","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629994078?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 04:34","pubTimestamp":1776890097,"startTime":"0","endTime":"0","summary":"芯片制造工具需求旺盛，Lam Research 预测季度收入可观路透4月22日 - 美国芯片设备制造商Lam Research LRCX.O周三预计第四季度营收将高于华尔街预期，原因是企业增加了用于制造先进人工智能半导体的芯片制造工具的订单。根据LSEG汇编的数据，总部位于加利福尼亚州弗里蒙特的Lam Research预计，截至6月28日的第四季度营收为66.0亿美元，正负4亿美元，预期为60.9亿美元。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260422:nL4S4152GP:1","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":["LU0823434740.USD","LU2250418816.HKD","LU0476273544.USD","IE00BQXX3D17.EUR","LU0868494708.USD","LU1815333072.USD","LU1548497426.USD","BK4581","LU0056508442.USD","LU0444971666.USD","LU2023250504.SGD","LU0187121727.USD","LU2106854487.HKD","LU1046421795.USD","IE0004445015.USD","IE00BJJMRX11.SGD","IE00BQXX3C00.GBP","LRCX","LU0348723411.USD","LU1823568750.SGD","LU0251132253.USD","IE00BN29S564.USD","LU0274383776.USD","LU0957808578.USD","LU1366333091.USD","IE0009356076.USD","BK4551","LU0942090050.USD","IE00B7KXQ091.USD","LU0444973449.USD","LU2242649171.HKD","IE00BSNM7G36.USD","BK4147","LU1642822529.SGD","LU1235294995.USD","IE0005OL40V9.USD","IE00B1BXHZ80.USD","LU1035773651.USD","BK4543","IE00BFSS8Q28.SGD","LU1815336760.USD","LU0719512351.SGD","LU2023250843.SGD","BK4585","LRCU","LU0061474960.USD","BK4533","LU0081259029.USD","IE00BJJMRY28.SGD","IE00BFSS7M15.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127446433","title":"美國眾議院委員會推進《匹配法案》 旨在填補對華芯片設備出口管制漏洞並施壓盟友協同","url":"https://stock-news.laohu8.com/highlight/detail?id=1127446433","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127446433?lang=zh_tw&edition=fundamental","pubTime":"2026-04-23 04:20","pubTimestamp":1776889212,"startTime":"0","endTime":"0","summary":"美国众议院一个关键委员会近日推进了一项名为《匹配法案》的立法进程。该法案的核心目标是弥补现有对华芯片制造设备出口管制体系中存在的漏洞，并进一步向国际盟友施加压力，要求其采取与美国相一致的出口限制政策。\n此举旨在更有效地限制中国获取先进的半导体制造技术，从而延缓其在该关键科技领域的发展步伐。法案的推进标志着美国在加强对华技术出口管制方面采取了又一重要步骤。","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":["BK4605","LU0011850046.USD","LU1861215975.USD","BK4533","LU0081259029.USD","LU0096362180.USD","BK4519","MULL","LU0170899867.USD","LU0444973449.USD","LU2506952410.USD","LU0661504455.SGD","BK4585","BK4516","IE00B19Z3B42.SGD","LU0545039389.USD","LU0889565833.HKD","SG9999001424.SGD","LU0868494617.USD","LU2413666426.HKD","LU1069344957.HKD","BK4551","LU1674673428.USD","LU2413666699.HKD","LU0354030511.USD","LU1803068979.SGD","LU1721427968.SGD","BK4581","LU2413665964.HKD","IE00B7KXQ091.USD","LU0158827948.USD","IE00B4JS1V06.HKD","LU1815336760.USD","IE00B1BXHZ80.USD","BK4527","LU0082616367.USD","LU1815333072.USD","04336","LU0347712357.USD","LU2244417387.USD","LU2106854487.HKD","LU0957791311.USD","LU0256863811.USD","IE00BFSS7M15.SGD","LU2286300806.USD","00981","LU0792757196.USD","IE00B5949003.HKD","BK4553","LU1974910355.USD","LU1046421795.USD","IE00BD6J9T35.USD","LU1670627923.USD","LU2054465674.USD","LU2028103732.USD","LU1720051017.SGD","LU0289960550.SGD","BK4579","BK1614","LU2250418816.HKD","LU0957808578.USD","IE0005OL40V9.USD","LU2089284900.SGD","IE00B7SZLL34.SGD","LU0061475181.USD","LU1235294995.USD","LU2413666004.HKD","LU1069347547.HKD","LU1951200564.SGD","LRCU","LU2089985449.USD","LU1720051108.HKD","IE0009356076.USD","LU1861220033.SGD","IE00BFSS8Q28.SGD","LU0187121727.USD","LU0417517546.SGD","GB00BDT5M118.USD","SG9999002232.USD","BK1607","LU1674673691.USD","LU0444971666.USD","LU2506952337.HKD","LU2931357623.SGD","LU0553294199.USD","LU2125154935.USD","IE00BJJMRY28.SGD","LU0061474960.USD","LU1868836757.USD","LU0127658192.USD","LU0868494708.USD","LU2242649171.HKD","BK4518","MUU","LU0738911758.USD","LU1165135440.EUR","LU1670628061.USD","IE0002270589.USD","LU2211815571.USD","LU0348723411.USD","LU1548497426.USD","LU2543165471.USD","BK4532","LU0056508442.USD","LU0642271901.SGD","LU1642822529.SGD","LU1923623000.USD","LRCX","BK4534","LU0354030438.USD","LU1721428347.USD","KLAG","LU0203345920.USD","LU1316542783.SGD","LU1003077747.HKD","LU2290526834.HKD","BK1526","LU1951198990.SGD","LU1323610961.USD","LU1852331112.SGD","LU0889566641.SGD","IE00BSNM7G36.USD","BK4512","LU1153585028.USD","LU0823434583.USD","LU1620156213.USD","LU2048586759.USD","LU0158827781.USD","LU2023250843.SGD","IE00BJJMRX11.SGD","AMAT","LU1620156130.USD","LU1267930813.SGD","BK4147","LU2458330243.SGD","IE0004445015.USD","LU1596574779.USD","MUD","LU0942090050.USD","LU0256863902.USD","LU2023250504.SGD","IE00B19Z3581.USD","LU1868836591.USD","LU2271345857.HKD","BK4567","LU0079474960.USD","IE00B775H168.HKD","LU1868837136.USD","LU2458330169.SGD","LU2360106780.USD","LU0274383776.USD","LU0109392836.USD","LU0096364046.USD","IE00BQXX3C00.GBP","IE00BQXX3D17.EUR","LU0048584097.USD","LU1823568750.SGD","LU2111349929.HKD","BK4141","LU0823434740.USD","BK4588","LU1721428933.USD","BK1610","LU0238689110.USD","LU0203347892.USD","MU","688981","LU2023251221.USD","BK4543","LU1035775433.USD","LU1778281490.HKD","BK4554","LU2089283258.USD","LU2360107168.USD","LU1035773651.USD","LU1366333091.USD","BK4575","LU1989763005.USD","KLAC","LU0097036916.USD","LU0175139822.USD","LU2237438978.USD","LU0154236417.USD","LU0314104364.USD","LU0251132253.USD","LU2360032135.SGD","LU0476273544.USD","LU1543694498.USD","LU2357305700.SGD","LU0949170772.SGD","LU1989773731.SGD","SG9999002224.SGD","LU1868837300.USD","LU0157215616.USD","BK1163","LU2477742899.HKD","LU1868836914.USD","LU1917777945.USD","BK4566","IE00BQXX3F31.USD","LU2125154778.USD","LU0719512351.SGD","IE00BN29S564.USD","IE0008368304.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629014445","title":"美光推動國會收緊對中國廠商的芯片設備出口管制--消息人士","url":"https://stock-news.laohu8.com/highlight/detail?id=2629014445","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629014445?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 18:02","pubTimestamp":1776852168,"startTime":"0","endTime":"0","summary":"美光推动国会收紧对中国厂商的芯片设备出口管制--消息人士MATCH法案旨在堵住对华芯片制造设备出口管制缺口法案将迫使外国芯片设备商与美国出口限制保持一致消息人士称，美光正游说立法者收紧出口限制消息人士透露，美光CEO已与众议院和参议院部分关键委员会的成员会晤。据知情人士透露，美光已向国会议员表示，华盛顿需要采取更多措施来遏制中国在存储器市场的发展。美光未回应置评请求。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260422:nL6T41509E:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250504.SGD","IE00BQXX3D17.EUR","BK1607","LU2023250843.SGD","LU1316542783.SGD","LRCX","IE0004445015.USD","LU0868494617.USD","KLAG","BK4534","IE0002270589.USD","MU","LU0274383776.USD","MUU","LU2931357623.SGD","LU0251132253.USD","BK1610","LU0203347892.USD","LU1153585028.USD","LU1620156213.USD","AMAT","LU1923623000.USD","LRCU","LU2089985449.USD","LU0082616367.USD","IE00BJJMRY28.SGD","00981","IE00B775H168.HKD","MULL","LU0096364046.USD","IE00BQXX3C00.GBP","LU0354030438.USD","LU1620156130.USD","IE00BQXX3F31.USD","KLAC","LU1852331112.SGD","LU1974910355.USD","LU0170899867.USD","BK4518","LU0957808578.USD","LU1868836591.USD","LU1951200564.SGD","BK4527","LU0056508442.USD","LU2023251221.USD","MUD","LU0061474960.USD","LU0545039389.USD","LU1674673428.USD","SG9999002232.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2629063543","title":"交易日-特朗普延長停火期限......收盤後","url":"https://stock-news.laohu8.com/highlight/detail?id=2629063543","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629063543?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 05:01","pubTimestamp":1776805271,"startTime":"0","endTime":"0","summary":"路透佛罗里达州奥兰多4月21日 - 周二，石油价格  和美元上涨，但美国股市  下跌，因投资者对华盛顿和德黑兰  传出和谈尚未得到确认的信号表示失望。这发生在美伊停火期限到期前一天，美国总统特朗普在市场收盘后延长了该期限 。诚然，中国的对外顺差很大，并加剧了全球失衡，但其中大部分被中国巨大的金融账户资本外流所抵消。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260421:nL4T41429H:1","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":["LU1670628061.USD","FLYYQ","LU0256863902.USD","BA","LU1003077747.HKD","IE00BQXX3C00.GBP","BOED","LU0321505868.SGD","LRCX","IBM","BK4551","BOEG","LU0545562505.USD","AAL","LU1621768206.USD","TXN","LU0348723411.USD","LU1852331112.SGD","GEVX","BK4516","IE00BFSS7M15.SGD","LU0823434740.USD","BK4182","LU1621767737.EUR","GEVG","SG9999003800.SGD","LU1721428933.USD","IE00BN29S564.USD","BOEU","LU0234570918.USD","AALG","LU0661504455.SGD","LU2133065610.SGD","GEV","BK4187","LU1244550494.USD","IE00BJJMRY28.SGD","LU2931357623.SGD","LRCU","LU0251132253.USD","LU1244550221.USD","LU0823414551.USD","T","IE00BGHQF631.EUR","LU2357305700.SGD","BK4588","LU0081259029.USD","LU0823414478.USD","LU0321505439.SGD","LU1880398554.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629905456","title":"未來一天的看點--4 月 22 日星期三","url":"https://stock-news.laohu8.com/highlight/detail?id=2629905456","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629905456?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 02:30","pubTimestamp":1776796256,"startTime":"0","endTime":"0","summary":"未来一天的看点--4 月 22 日星期三The Day Ahead 是一份电子邮件和 PDF 格式的出版物，内容包括当天的主要新闻和事件、分析和其他专题。埃隆-马斯克领导的公司第一季度交付量不及预期。不过，华尔街预计这三个月的营收将比一年前大幅增长，当时生产线停产和这位亿万富翁的右翼政治分别损害了供应和需求。芯片制造工具供应商Lam Research预计将公布第三季度财报。波士顿科学公司将公布第一季度业绩。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260421:nL4S4141ZR:1","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":["CRSH","TSLQ","TSLW","MAS","TXN","ELV","TSLY","TSLP","MOH","BOEU","NOW","TLA","IE00BSNM7G36.USD","TEST","TSLS","BOED","NOWL","TSDD","KMI","07766","TSLO","GEV","TSLI","TSLT","BOEG","LRCU","BA","LU0957791311.USD","LU2294711713.HKD","TSLZ","LU2756315318.SGD","PM","TSLG","LRCX","TSL","LU1116320901.HKD","TSLA","TSLR","GEVX","BK4554","TSII","IBM","TSLL","LU0122379950.USD","T","GEVG","RJF","TESL","BSX","TSYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628939747","title":"CINNO Research：2025年全球半導體設備商半導體營收業務Top10營收合計超1300億美元 按年增長約16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628939747","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628939747?lang=zh_tw&edition=fundamental","pubTime":"2026-04-20 19:22","pubTimestamp":1776684135,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，CINNO IC Research统计数据表明，2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元，同比增长约16%。北方华创作为Top10中唯一的中国半导体设备厂商，2025年营收约51亿美元，排名第七。图示：2025年全球半导体设备厂商市场规模排名Top10，来源：CINNO  IC Research 注：本排名汇率2025年1欧元=1.14美元，1日元=0.0067美元，本次营收排名以上市公司半导体业务营收金额为依据，不含FPD/PCB等其他业务营收。2025年，AMAT营收增幅较小。2025年半导体业务营收增长36%。","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":"http://www.zhitongcaijing.com/content/detail/1430827.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":["BK4535","AMAT","ASML","BK4585","002371","04336","LRCX","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115091219","title":"今日焦點個股：台積電、百事可樂、奈飛表現引關注","url":"https://stock-news.laohu8.com/highlight/detail?id=1115091219","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115091219?lang=zh_tw&edition=fundamental","pubTime":"2026-04-16 17:43","pubTimestamp":1776332636,"startTime":"0","endTime":"0","summary":"台湾积体电路制造（台积电）最新财报超出市场预期，同时上调全年营收指引，凸显尽管地缘政治局势存在不确定性，人工智能芯片需求依然强劲。这家全球最大芯片代工企业的美股盘前涨幅近1%，英特尔与美国超微公司等其他芯片制造商亦同步上涨1%。东京电子、应用材料与拉姆研究等芯片设备供应商成为市场焦点。百事可乐与美国合众银行将于开盘前公布业绩报告，投资者密切关注其财务表现。","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":["IE000BZT7R73.USD","LU2362540622.SGD","IE00BLSP4452.SGD","NFLX","SGXZ81514606.USD","IE000SO60NU8.SGD","LU0661504455.SGD","LU0889565833.HKD","SG9999001424.SGD","LU1674673428.USD","LU1803068979.SGD","LU1815333072.USD","LU0124676726.USD","LU0256863811.USD","BK4548","LU1670627923.USD","IE00B3T34201.USD","LU2028103732.USD","IE00BFXG0V08.USD","BK4579","BK4524","BK4591","LU0106261372.USD","IE00BFSS8Q28.SGD","LU0210536198.USD","IE00B1XK9C88.USD","LU2125154935.USD","LU0320765646.SGD","LU1868836757.USD","LU0203202063.USD","LU2242649171.HKD","LU0689626769.HKD","LU2461242641.AUD","LU0823414478.USD","LU0738911758.USD","LU1894683348.USD","LU0348723411.USD","IE0004091025.USD","LU0056508442.USD","LU1923623000.USD","LU1623119135.USD","IE000MB6IJN5.SGD","LU1316542783.SGD","LU1868837565.USD","IE00B5TLWC47.USD","SG9999004303.SGD","LU0143863198.USD","BK4573","LU2023250843.SGD","IE00BJJMRX11.SGD","BK4550","SGXZ99366536.SGD","LU1429558221.USD","LU1934455194.USD","LU0079474960.USD","NFXS","LU2458330169.SGD","LU0274383776.USD","IE00BQXX3C00.GBP","LU1868837722.USD","LU2491050071.SGD","LU0965509101.SGD","LU1823568750.SGD","LU0823434740.USD","IE00B19Z9505.USD","TSMG","LU0345770308.USD","LU1035775433.USD","IE00BKVL7J92.USD","LU1778281490.HKD","BK4575","LU1814569148.SGD","LU2237438978.USD","LU0077335932.USD","LU2471134523.USD","BK4598","INTW","LU1917777945.USD","BK4566","IE00BQXX3F31.USD","LU1989772840.SGD","LU0264606111.USD","LU2063271972.USD","LU1989772923.USD","LU2237443549.SGD","LU1211504680.USD","LU0170899867.USD","LU2133065610.SGD","LU2471134796.USD","LU1861558580.USD","LU0545039389.USD","LU0868494617.USD","IE00BYQQ9H92.USD","LU2413666699.HKD","LU2326559502.SGD","LU2298321311.HKD","IE00B7KXQ091.USD","IE00B4JS1V06.HKD","IE00B1BXHZ80.USD","LU0082616367.USD","LU2148611432.USD","NFXL","USB","LU0957791311.USD","LU2237443622.USD","LU2896262040.SGD","IE00BFSS7M15.SGD","BK4503","IE00B3M56506.USD","LU0792757196.USD","LU2860962120.EUR","TSM","BK4108","LU0572940350.SGD","LU0882747503.HKD","SG9999000418.SGD","LU0957808578.USD","LU1127390331.HKD","LU1069347547.HKD","LU0384037296.USD","LU2089985449.USD","LU0187121727.USD","LU2108987350.USD","LU2362541513.USD","LU1934455277.USD","LINT","LU2663582299.SGD","LU1508157978.USD","LU0444971666.USD","LU2931357623.SGD","LU1366192091.USD","LU0316494557.USD","LU0553294199.USD","NFLW","LU2357125470.USD","BK4559","LU0061474960.USD","LU1712237335.SGD","IE000M9KFDE8.USD","LU0098860793.USD","LU2211815571.USD","LU0359201612.USD","LU2543165471.USD","LU1642822529.SGD","LRCX","BK4534","BK4526","LU0094547139.USD","LU2355687059.USD","BK4504","LU2092937221.SGD","IE00B19Z8W00.USD","LU1951198990.SGD","LU1323610961.USD","LU0861579265.USD","LU2552382132.HKD","BK4512","LU2098885051.SGD","LU1153585028.USD","BK4507","LU0158827781.USD","AMAT","LU2237957811.SGD","BK4505","LU0965509283.SGD","AMD","BK4529","IE0004445015.USD","LU2458330243.SGD","BK4207","IE00BKPKM429.USD","LU2491049909.HKD","LU0882574139.USD","LU1868837136.USD","LU0096364046.USD","IE00BQXX3D17.EUR","LU0048584097.USD","LU2491050154.USD","LU0353189680.USD","LU2111349929.HKD","LU1880398471.USD","BK4588","LU0672654240.SGD","AMYY","LU2023251221.USD","BK4543","BK4554","LU1035773651.USD","LU1366333091.USD","NFLY","LU1989763005.USD","LU2362541273.HKD","AMDY","LU0097036916.USD","LU0251132253.USD","LU0476273544.USD","LU1435385759.SGD","SG9999002224.SGD","LU1868837300.USD","LU0157215616.USD","LU2361044949.HKD","LU0321505868.SGD","LU0198837287.USD","LU1868836914.USD","LU2357305700.SGD","04335","NFLP","BK4533","LU0203201768.USD","LU1244550577.SGD","LU1037948897.HKD","LU2361045086.USD","BK4585","BK4516","IE00BBT3K403.USD","LU2413666426.HKD","AMDL","LU1303367103.USD","BK4527","IE00B19Z8X17.USD","BK4612","LU2244417387.USD","AMDW","SG9999004220.SGD","IE0000B7K699.USD","IE00B5949003.HKD","LU1974910355.USD","IE00BD6J9T35.USD","LU2054465674.USD","LU1282649810.SGD","LU1037948541.HKD","LU1242518857.USD","LU2250418816.HKD","LU0061475181.USD","LU1235294995.USD","LU0109391861.USD","LRCU","LU1951200564.SGD","LU1720051108.HKD","LU2506951792.HKD","LU1989764748.USD","TSMU","LU0965508806.USD","GB00BDT5M118.USD","IE00BLSP4239.USD","LU0210533765.USD","LU1880398554.USD","IE00BJJMRY28.SGD","AMDD","LU0823421416.USD","LU0234570918.USD","BK4518","LU0353189763.USD","LU0965509010.AUD","LU1894683264.USD","LU1232071149.USD","LU1548497426.USD","IE00BMPRXR70.SGD","LU18688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上周表示将加入该项目，供应处理器。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260416:nL6T40Z0A8:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1914381329.SGD","LU0097036916.USD","TSLZ","LU1267930730.SGD","TSLR","BK4585","LU0321505439.SGD","LU0096364046.USD","LU2360107168.USD","IE00B19Z8W00.USD","LRCU","LU1642822529.SGD","LU1066051225.USD","BK4511","IE00B4JS1V06.HKD","LU1069344957.HKD","LU1629891620.HKD","LU2106854487.HKD","LU1066051498.USD","LU2602419157.SGD","IE00BJLML261.HKD","LU0943347566.SGD","LU0011850046.USD","LU1267930813.SGD","LU2242649171.HKD","LU2413666699.HKD","SG9999002224.SGD","LU2213496289.HKD","LU2089283258.USD","LU0738911758.USD","LU0444973449.USD","AMAT","LU0957791311.USD","LU1720051108.HKD","LU1046421795.USD","LU2471134523.USD","IE00BFSS8Q28.SGD","LU0079474960.USD","LU0354030438.USD","LU0820561818.USD","LU0109391861.USD","LU1551013425.SGD","LU0545039389.USD","LU0823414478.USD","IE00BSNM7G36.USD","LU2089985449.USD","TSLP","INTW","BK4551","LU0234572021.USD","LU0347712357.USD","LU0689472784.USD","LU2023250843.SGD","LU0256863811.USD","LU1232071149.USD","LU1861559042.SGD","LU2028103732.USD","LU2089284900.SGD","IE00B1XK9C88.USD","LU1852331112.SGD","LU1868836914.USD","IE0005OL40V9.USD","LU2236285917.USD","LU1989763005.USD","LU0158827948.USD","LU0466842654.USD","LU1145028129.USD","LU1235294995.USD","BK4588","LU1989773731.SGD","SG9999001424.SGD","SG9999015978.USD","TSLG","LU0942090050.USD","BK4548","LU1153585028.USD","TSLQ","LU2063271972.USD","BK4535","LU2244417387.USD","LU2023250330.USD","LU1974910355.USD","LU0820562030.AUD","LINT","LU1868836591.USD","SG9999015986.USD","BK4515","LU0109392836.USD","LU0234570918.USD","LU0289960550.SGD","LU0957808578.USD","LU1551013342.USD","LU2403377893.USD","LU1429558221.USD","LU2456880835.USD","LU2756315664.SGD","TSL","LU1839511570.USD","LU2413666426.HKD","TSLY","IE0034235303.USD","LU0158827781.USD","LU1861215975.USD","TEST","IE00BN29S564.USD","LU0061474960.USD","LU0096362180.USD","LU1069347547.HKD","LU2326559502.SGD","LU2896262040.SGD","BK4555","LU2249611893.SGD","BK4574","LU0323591593.USD","IE00BQXX3C00.GBP","LU2543165471.USD","BK4550","IE00B5949003.HKD","LU0274383776.USD","LU2471134952.CNY","LU0444971666.USD","LU2357305700.SGD","IE00B775H168.HKD","LU0053666078.USD","LU2458330243.SGD","LU2023250504.SGD","IE00BK4W5M84.HKD","LU1721428933.USD","LU0823434740.USD","LU1366333091.USD","LU0820561909.HKD","CRSH","LU0187121727.USD","BK4512","LU2250418816.HKD","IE00BJJMRX11.SGD","LU1917777945.USD","LU0175139822.USD","LU2750360997.AUD","LU0345770308.USD","BK4581","LU2111349929.HKD","TSII","LU2420271590.USD","IE00BQXX3F31.USD","IE00BQXX3D17.EUR","LU0077335932.USD","BK4567","BK4592","LU0345770993.USD","IE00BK4W5L77.USD","LU0417517546.SGD","BK4518","TSLT","BK4575","LU0238689110.USD","BK4554","LU0082616367.USD","TSLL","IE00B19Z8X17.USD","LU0889566641.SGD","TSLI","IE00BD6J9T35.USD","LU0251132253.USD","LU1674673428.USD","LU1815336760.USD","LU2750360641.GBP","LU1670627923.USD","LU0354030511.USD","LU1066051811.HKD","LU0256863902.USD","LU0345769631.USD","LU2462157665.USD","LU2471134879.HKD","BK4527","LU0553294199.USD","BK4598","LU1815333072.USD","LU1868837300.USD","TSDD","LU2087621335.USD","LU1548497426.USD","LU1868836757.USD","LU0316494557.USD","BK4534","LU1861558580.USD","04336","LU1035773651.USD","LU1861220033.SGD","LU0823411888.USD","LU2108987350.USD","SG9999002232.USD","BK4604","LU0476273544.USD","SG9999015945.SGD","LU0823434583.USD","LU2148611432.USD","LU0348723411.USD","LU0661504455.SGD","LU0048584097.USD","BK4605","LU0964807845.USD","LU0672654240.SGD","LU2360106780.USD","LU0061475181.USD","LU2290526834.HKD","SG9999015952.SGD","TLA","BK4543","LU1778281490.HKD","BK4099","BK4147","LU1823568750.SGD","LU2023251221.USD","TSYY","BK4516","BK4612","LU0868494617.USD","LU0868494708.USD","LU0889565833.HKD","TSLA","LU2271345857.HKD","IE00B1BXHZ80.USD","IE00BWXC8680.SGD","IE00B7KXQ091.USD","LU2931357623.SGD","LU0133085943.USD","IE0009356076.USD","LU0949170772.SGD","LU2417539215.USD","LU1670628061.USD","TSLW","LRCX","LU0081259029.USD","LU1674673691.USD","LU0198837287.USD","LU0210536198.USD","07766","LU0320765059.SGD","TSLS","LU0708995401.HKD","LU0792757196.USD","BK4533","BK4579","LU1003077747.HKD","LU1066053197.SGD","LU0321505868.SGD","LU0719512351.SGD","LU2471134796.USD","BK4602","BK4529","IE0004445015.USD","LU1868837136.USD","IE00BJJMRY28.SGD","LU0157215616.USD","IE00B19Z9505.USD","LU2458330169.SGD","LU2756315318.SGD","TSLO","GB00BDT5M118.USD","IE00BFSS7M15.SGD","BK4141","LU1720051017.SGD","LU1803068979.SGD","LU0345769128.USD","LU1035775433.USD","LU1366192091.USD","IE000M9KFDE8.USD","BK4519","LU1435385759.SGD","TESL","LU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19:04","pubTimestamp":1776078243,"startTime":"0","endTime":"0","summary":"花旗预计台积电将维持2026年520-560亿美元的资本支出指引；英特尔资本支出将在2026年企稳，并在2027年因后端客户渠道改善及参与Terafab项目而具备上行潜力；三星资本支出则可能因同行美光科技上调支出计划而带来惊喜。三星方面，鉴于其同业美光科技已将2026财年净资本支出上调至250亿美元以上，并预示2027财年将显著增长，花旗预计三星2026年及2027年资本支出将分别增长40%和24%。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/YWM4MTRlMTIxOGM0NDkwM2E3MDY3MThmZWMxZTZjNDYxMjcyMzM2NDU0Mw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/YWM4MTRlMTIxOGM0NDkwM2E3MDY3MThmZWMxZTZjNDYxMjcyMzM2NDU0Mw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"299093","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":["LU0477156953.USD","LU0353189763.USD","LU0124676726.USD","LU0175139822.USD","LU2360108059.USD","INTC","LU0162691827.USD","LU2236285917.USD","LU0081259029.USD","LU0444971666.USD","LU0689626769.HKD","LU0238689110.USD","LU0957808578.USD","IE00BQXX3D17.EUR","LU1815336760.USD","LU2237443549.SGD","LU2237443622.USD","BK4504","LU0353189680.USD","LU2111349929.HKD","IE000M9KFDE8.USD","LU0541501648.USD","LU0264606111.USD","LU0128525689.USD","LU0321505439.SGD","BK4529","LU2125154935.USD","IE00BJJMRX11.SGD","LU0345770308.USD","LU0823421333.USD","IE0004445015.USD","LU1282649810.SGD","BK4553","INTW","TSMX","IE00B19Z3581.USD","LU1668664300.SGD","MU","LU1508157978.USD","LU0345770993.USD","LU0170899867.USD","LU0878005551.USD","LU0889565833.HKD","LU0098860793.USD","IE00B19Z3B42.SGD","LU0348723411.USD","BK4550","LU0719512351.SGD","LU1244550221.USD","LU1642822529.SGD","BK4559","LU1211504680.USD","LU1803068979.SGD","LU1868837565.USD","LU0321505868.SGD","IE00BFSS7M15.SGD","LU0823434740.USD","LU0882747503.HKD","LU0130517989.USD","LU1989772923.USD","LU2663582299.SGD","IE00BYQQ9H92.USD","BK4551","LU0323591593.USD","LU1023057109.AUD","C","BK4579","LU1791807156.HKD","LU0444973449.USD","LU2294711713.HKD","BK4512","LU0109392836.USD","LU0203345920.USD","LU2286300806.USD","LU0158827781.USD","IE00BN0W2W23.USD","LU0359201612.USD","LU2491049909.HKD","LU1989764664.SGD","LU2931357623.SGD","LU1934455863.HKD","LU2249611893.SGD","LU1046421795.USD","LU0052756011.USD","IE00B7SZLL34.SGD","LU0792757196.USD","IE0004091025.USD","LU1989764748.USD","LU0384037296.USD","LU2471134796.USD","LU0965509101.SGD","LU0823421416.USD","LU0889566641.SGD","LU1201861249.SGD","LU0488056044.USD","TSMU","LU0097036916.USD","LU0572940350.SGD","MULL","BK4543","BK4534","BK4526","IE0004086264.USD","LU2360106780.USD","IE00BHPRN162.USD","LU2244417387.USD","LU2087625088.SGD","IE00BZ199S13.USD","LU0203347892.USD","IE00B3M56506.USD","LU2750360997.AUD","LU1267930227.SGD","BK4207","LU2211814178.USD","LU1035773651.USD","LU0072461881.USD","IE0004445239.USD","LU2089985449.USD","LU0198837287.USD","LU0572939691.SGD","BK4581","LU0868494708.USD","ENTG","LU1244550494.USD","LU1548497426.USD","LU1989772840.SGD","IE0002270589.USD","LU2028103732.USD","LU2250418816.HKD","BK4566","LU1623119135.USD","LU2054465674.USD","LU1815333072.USD","LU0256863811.USD","LU1934455194.USD","LU0106831901.USD","SG9999004220.SGD","LU0061475181.USD","LU2089284900.SGD","SG9999000418.SGD","LU2092937221.SGD","IE00BKPKM429.USD","BK1163","LU1823568750.SGD","BK4147","BK4605","LU2271345857.HKD","04335","LU0143863198.USD","BK4515","LU0642271901.SGD","BK4532","MUU","IE00BJJMRY28.SGD","LRCU","LU2360032135.SGD","LU1670627923.USD","SGXZ51526630.SGD","IE00BN0W2V16.EUR","LU1917777945.USD","LU0274383776.USD","LU0868494617.USD","BK4503","LU0823434583.USD","IE0005OL40V9.USD","LU0056508442.USD","IE00BFXG0V08.USD","LU2023250504.SGD","LU2148611432.USD","LU2237443978.SGD","LU2023250843.SGD","MUD","LU1934455277.USD","AMAT","LU0157215616.USD","04336","LU1670628061.USD","LU1892829315.USD","LU2462157665.USD","IE0009356076.USD","IE00B5TLWC47.USD","BK4612","BK4575","LU0541502299.USD","IE00B775H168.HKD","BK4535","LU0942090050.USD","LRCX","LU0417517546.SGD","LU0965509010.AUD","LU1069347547.HKD","LU2458330243.SGD","LU1162221912.USD","IE00B5949003.HKD","LU2125154778.USD","LU2357305700.SGD","LU0310800965.SGD","LU0861579265.USD","LU0320765646.SGD","LU1720051017.SGD","LU0289960550.SGD","LU2471134523.USD","LU0878004406.USD","BK4602","LU1267930813.SGD","BK4567","LU2491050154.USD","LU2211815571.USD","LU0965509283.SGD","BK4591","LU0965508806.USD","LU1366333091.USD","IE00B7KXQ091.USD","LU2048586759.USD","LU1712237335.SGD","LU2456880835.USD","IE00BN0W2T93.GBP","LU2860962120.EUR","STSM","BK4527","LU0980610538.SGD","LU0316494557.USD","LU2471134879.HKD","LU2247934214.USD","LU1235294995.USD","LU0154245756.USD","LU0256863902.USD","LU0476273544.USD","LU0359201885.HKD","LU0359202008.SGD","LU0648001328.SGD","LU0143863784.USD","LU1282649067.USD","IE00B1BXHZ80.USD","LU2133065610.SGD","LU2237443382.USD","BK4548","LU0823414478.USD","LU0823414551.USD","LU0096362180.USD","LU1316542783.SGD","LU2458330169.S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| 英特爾股價大漲24%，與谷歌雲擴展AI基礎設施合作；SanDisk股價拉升21%，分析師稱其仍被低估；Coherent漲19%，AI需求功不可沒","url":"https://stock-news.laohu8.com/highlight/detail?id=1106722266","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106722266?lang=zh_tw&edition=fundamental","pubTime":"2026-04-13 10:52","pubTimestamp":1776048737,"startTime":"0","endTime":"0","summary":"以下为截至4月10日当周 S&P 500 成分股涨幅前十名单：英特尔股价大涨24%，此前与谷歌云扩展AI基础设施合作伙伴关系英特尔公司与谷歌今日发布新闻稿，宣布达成一项为期多年的合作，共同开发人工智能和云基础设施。本周，英特尔股价涨幅约为24%。Lumentum和Coherent均受益于超大规模客户资本支出的激增，过去12个月，这两只股票分别累计上涨了1648%和462%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7"],"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STX","WDC","COHR","TER","MPWR","AVGO","SNDK","INTC","ANET","LRCX"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":19,"pageCount":18,"totalSize":374,"code":"91000000","status":"200"}]}}

拉姆研究

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