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Global X Artificial Intelligence & Technology ETF

63.90

-0.0850-0.13%

成交量：76.02萬

成交額：4,803.81萬

市值：101.07億

市盈率：-375.85

高：63.91

開：62.75

低：62.70

收：63.98

52周最高：70.26

52周最低：44.46

股本：1.58億

流通股本：1.58億

量比：1.27

換手率：0.48%

股息：0.05

股息率：0.07%

每股收益(TTM):-0.1700

淨資產收益率：--

總資產收益率：--

市淨率：-1129.99

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

集邦科技：台積電的晶圓代工市佔率達到創紀錄的72.5%

美銀：英偉達、博通持倉最廣，美光、AMD獲主動型基金大幅加倉

趙韻東：商業銀行人工智能應用實踐與思考

美銀：英偉達、博通持倉最廣，美光、AMD獲主動型基金大幅加倉

台積電中科 1.4 納米廠全面加速，P1 預計明年下半年量產

單月狂賣7800顆！英特爾桌面CPU份額重回21%：酷睿Ultra銷量翻倍

期權聚焦 | 台積電174萬美元Put比率價差收租佈局，虛值420/350美元組合透露中性偏多；另見38萬美元遠月400Put防禦

期權聚焦 | AMD驚現近1400萬美元雙買實值Call組合，多空激烈博弈下中長期看漲信號浮現？

期權聚焦 | 英特爾驚現208萬美元熊市看漲價差+163萬美元遠期Put，機構雙線偏空押注上方受限

期權聚焦 | 美光科技77.57萬美元賣出虛值Put押注1020美元支撐，另現雙買Put組合博深跌，偏多情緒主導

NVIDIA 加價鎖定測試界面產能，台積電等啓動多元供應商驗證

科技、媒體與電信市場綜述：市場動態分析

超威半導體(AMD)股票9月9日盤中上漲3.08%：投資者必看的核心信息

TradingKey中文

美光科技(MU)股票9月9日盤中上漲3.86%：背後推手曝光

TradingKey中文

美股光通信、存儲板塊走強，邁威爾科技升逾6.5%，中概股走低

每日经济新闻

美股盤初存儲概念板塊強勢 SK海力士（SKHY）升逾5%

大模型涉足半導體設計，EDA會「顫抖」嗎？

TrendForce：二季度全球前十大晶圓代工廠合計產值接近534.9億美元再創新高

邢煒：穩妥有序推進人工智能應用提升銀行業服務實體經濟質效

AMD 稱 AI 機會 2030 年達 2 萬億美元，數據中心 2027 年預計達 700 億美元

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09:20","pubTimestamp":1789003222,"startTime":"0","endTime":"0","summary":"快科技9月10日消息，行业追踪机构TechEpiphany公布的最新数据显示，英特尔桌面CPU在美国亚马逊的市场份额8月大幅攀升至21.3%，结束了过去一年多在10%上下徘徊的局面。促成这一变化的主因，是英特尔针对最新的Arrow Lake Refresh酷睿Ultra系列处理器采取的激进降价策略。数据显示，8月英特尔在美亚共售出近7800颗桌面CPU，按销量计份额为21.3%，按营收计份额为20.8%。如果英特尔不再重启激进定价，其CPU份额可能很快回落至10%以下。","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://tech.ifeng.com/c/8wIgXYNjiUo","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":"fenghuang_stock","symbols":["BK4543","LU2764263203.CNY","INTC","BK4512","LU0251142724.SGD","HK0000304805.HKD","LU2089985449.USD","TTEQ","BK4585","BK4527","BK4575","LU0321505868.SGD","LU0321505439.SGD","LU0742534661.SGD","LU2244417387.USD","BK4605","BK4588","LU2357627491.SGD","HK0000304797.USD","IE000M9KFDE8.USD","BK4550","IE000WAW04H5.SGD","LU0719512351.SGD","BK4535","LU0081259029.USD","LU0048573561.USD","LU2931357623.SGD","BK4554","LU0274383776.USD","LU2250418816.HKD","SOXX","LU2360106780.USD","BK4602","CHPS","IE000BZT7R73.USD","LU0859254822.USD","LU0251131958.USD","INYY","BK4534","LU1852331112.SGD","LU2764262908.HKD","BK4141","LU0187121727.USD","IE0000B7K699.USD","LU0056508442.USD","BK4533","BK4579","LU0082616367.USD","LU2543165471.USD","INT","LU0097036916.USD","QQQA","FTXL","LU0149725797.USD","BK4612","XNTK","IE000SO60NU8.SGD","04335","DRIV","LEGR","INTW","LU2148611432.USD","IE000F7OJYX1.SGD","LU2720916845.USD","BK4529","BK4515","AIS","AIQ","LINT","IE000MB6IJN5.SGD","SINTCmain","LU0154236417.USD","LU2764263039.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198800885","title":"期權聚焦 | 台積電174萬美元Put比率價差收租佈局，虛值420/350美元組合透露中性偏多；另見38萬美元遠月400Put防禦","url":"https://stock-news.laohu8.com/highlight/detail?id=1198800885","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198800885?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 09:02","pubTimestamp":1789002163,"startTime":"0","endTime":"0","summary":"台积电收报435.36美元，跌0.83%。当日TSM期权大单交易显示，一笔净收款达174.00万美元的Put比率价差组合领先市场，另有38.00万美元远月400Put防御性买入，整体呈现谨慎乐观的偏多情绪。由于420执行价与350执行价均低于当前435.36美元，整体为虚值PUT结构，说明资金并非在押注TSM迅速深跌，而是倾向于判断股价在较长周期内大概率不会明显跌破420附近，并通过卖出较高执行价PUT获取权利金，再用更低执行价PUT进行尾部风险保护。","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":["BK4503","WUGI","CHPX","LU1048588211.SGD","LU0175139822.USD","LU1803068979.SGD","LU0882747503.HKD","BK4548","LU0384037296.USD","EMXC","AVEM","LU0823414478.USD","LU0359201612.USD","LU1282649810.SGD","LU1267930813.SGD","LU0072462343.USD","LU2237443382.USD","UMMA","LU1989764748.USD","LU2663582299.SGD","TSMU","LU2491050154.USD","CNEQ","FLTW","LU0345770308.USD","SMH","LU0965509010.AUD","ESIM","BK4533","LU2041044095.USD","LU2471134879.HKD","BK4532","LU2023251221.USD","LU0359202008.SGD","LU1989764664.SGD","EWT","BK4526","LU2294711713.HKD","BLOX","SGXZ81514606.USD","LU0158827781.USD","LU2360032135.SGD","LU2750360641.GBP","BK4512","TSMX","UDN","BK4602","CGNG","BK4581","IE0004091025.USD","LU0823414551.USD","FDTX","LU1037948541.HKD","LU2087625088.SGD","LU2250418816.HKD","LU2458330169.SGD","TSMY","LU2543165471.USD","LU0264606111.USD","LU0965508806.USD","LU1037948897.HKD","LU2063271972.USD","LU2237443549.SGD","LU2750360997.AUD","LU1852331112.SGD","BK4534","BK4605","LU2237443978.SGD","LU0541502299.USD","LU2298321311.HKD","LU0158827948.USD","LU0541501648.USD","ADVE","03145","LU1917777945.USD","SGXZ51526630.SGD","LU0211327993.USD","LU1023057109.AUD","LU2860962120.EUR","STSM","IE00BFXG0V08.USD","LU2491050071.SGD","LU0056508442.USD","LU0289960550.SGD","LU2458330243.SGD","SPTE","LU1934455277.USD","LU0823421416.USD","LU2247934214.USD","LU1323610961.USD","CGGO","EMM","LU0323591593.USD","LU0965509101.SGD","BK4504","LU0889565833.HKD","LU2360108059.USD","TWSC","LU1989772923.USD","IE00BZ199S13.USD","LU0572939691.SGD","LU2028103732.USD","TINS","LU2133065610.SGD","LU0878005551.USD","AVXC","IE00B5TLWC47.USD","LU1868838027.USD","LU2249611893.SGD","LU0345770993.USD","LU1989772840.SGD","LU0143863198.USD","BAI","LU1712237335.SGD","IE00B3M56506.USD","BGIA","LU2089284900.SGD","BK4141","IE00BYQQ9H92.USD","LU2360106780.USD","LU0878004406.USD","BK4550","LU2211814178.USD","LU1934455863.HKD","LU0823421333.USD","LU2471134952.CNY","SGXZ99366536.SGD","LU2211815571.USD","LU0316494557.USD","BK4543","LU2357125470.USD","LU0143863784.USD","IE00BQXX3F31.USD","LU0353189763.USD","KNOW","LU2089283258.USD","LU2106854487.HKD","LU0198837287.USD","LU0124676726.USD","BK4585","LU2271345857.HKD","LU2023250504.SGD","LU2125154935.USD","IE00BKPKM429.USD","SG9999000418.SGD","IE00BQXX3C00.GBP","LU2111349929.HKD","ASIA","AIQ","EDZ","LU0965509283.SGD","LU1508157978.USD","TSMZ","LU2491049909.HKD","EMC","TWN","LU1623119135.USD","BK4527","TEK","LU0310799852.SGD","LU0082616367.USD","IE00BQXX3D17.EUR","CGIC","LU0211328371.USD","UUP","LU0792757196.USD","BK4554","LU0488056044.USD","BK4505","LU0348723411.USD","LU2471134796.USD","LU0359201885.HKD","LU1211504680.USD","LU1282649067.USD","LU1974910355.USD","CWI","MEMX","LU0109392836.USD","LU0238689110.USD","BK4588","SPWO","CORO","TSM","LU2471134523.USD","LU1934455194.USD","LU1868837565.USD","AVSE","IE00BD6J9T35.USD","LU0642271901.SGD","LU0094547139.USD","LU0719512351.SGD","LU1316542783.SGD","LU0353189680.USD","IE0004086264.USD","BK4612","SG9999004220.SGD","IE0004445239.USD","CGDG","TTEQ","LU0889566641.SGD","LU0861579265.USD","LU1267930490.SGD","BK4535","LU2054465674.USD","LU2125154778.USD","BK4591","IEMG","LU2237443622.USD","LU0689626769.HKD","LU0572940350.SGD","LU2092937221.SGD","LU2506951792.HKD","LU1868837722.USD","TSMG","IE00BHPRN162.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110729362","title":"期權聚焦 | AMD驚現近1400萬美元雙買實值Call組合，多空激烈博弈下中長期看漲信號浮現？","url":"https://stock-news.laohu8.com/highlight/detail?id=1110729362","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110729362?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 09:01","pubTimestamp":1789002070,"startTime":"0","endTime":"0","summary":"当日AMD期权市场出现一笔规模达1398.60万美元的同向双买实值CALL组合，叠加一笔369.60万美元的实值CALL买入，资金在中长期维度上集中押注股价继续上行，但全量大单分布仍偏空，多空博弈较为激烈。总体来看，AMD期权大单情绪偏空，但空方优势并不极端，整体呈现出多空激烈博弈的格局。","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":["LU0174119429.USD","AMDG","BK4605","SMH","AMD","LU0081259029.USD","LU2543165471.USD","LU2360106780.USD","AMDD","LU1303367103.USD","LU0823434583.USD","AMYY","IE0001KFT4U8.USD","SG9999001424.SGD","LU0823434740.USD","LU1989772840.SGD","LU0082616367.USD","LU0642271901.SGD","LU2264538146.SGD","QQQA","LU0889566641.SGD","IE00BMPRXN33.USD","LU1232071149.USD","LU0133085943.USD","LU0251132253.USD","IE00BMPRXR70.SGD","LU0210536198.USD","IE0004445239.USD","IETC","GFSG","LU1242518857.USD","LU2860962120.EUR","LU2361044865.SGD","AIQ","LU1267930813.SGD","GAMR","IE00BMPRXQ63.HKD","BK4543","IE00B1BXHZ80.USD","AMDL","IE00BQXX3F31.USD","LU0390134368.USD","LU1989764748.USD","LU1803068979.SGD","IE00B5949003.HKD","LU1951200564.SGD","LU1989764664.SGD","BK4612","BAI","AMDY","LU2265009873.SGD","LU1861559042.SGD","LU2236285917.USD","WISE","SAMD0main","LU1880398471.USD","BK4512","BK4141","SGXZ81514606.USD","BK4573","LU0109392836.USD","LU1923623000.USD","LU2247934214.USD","LU1951198990.SGD","LU2242649171.HKD","AMDS","IE00BQXX3C00.GBP","LU2896262040.SGD","LU1861220033.SGD","LU0127658192.USD","LU0823421416.USD","BK4554","LU2361045086.USD","AMDW","BK4566","IE00BZ1G4Q59.USD","LU2355687059.USD","LU1988902786.USD","LU0719512351.SGD","AMDC","LU1316542783.SGD","LU2456880835.USD","LU2458330169.SGD","LU2361044949.HKD","SMHX","LU2931357623.SGD","IE00BQXX3D17.EUR","TRFK","GFS","CHPS","AMDU","LU2108987350.USD","LU2360107168.USD","LU2290526834.HKD","BK4575","LU1861215975.USD","BK4532","LU1861558580.USD","TEK","BK4588","LU2462591350.SGD","PSI","WUGI","ARTY","FAI","LU2054465674.USD","LU0792757196.USD","CHAT","LU0274383776.USD","LU1242518931.SGD","BK4585","LEGR","BK4614","LU2458330243.SGD","DAMD","AIS","IE0009356076.USD","USXF","LU1989772923.USD","LU2417539215.USD","LU2098885051.SGD","TTEQ","BK4534","LU1064131342.USD","LU0056508442.USD","SGXZ51526630.SGD","LU2089985449.USD","ILDR","LU2250418816.HKD","SGXZ99366536.SGD","SOXY","LU1804176565.USD","LU0889565833.HKD","LU0979878070.USD","LU2461242641.AUD","SOXX","IE00BKVL7J92.USD","XNTK","LU0198837287.USD","FTXL","AMUU","LU1880398554.USD","LU0786609619.USD","BK4529","LU0048584097.USD","CNAV","LU0823421333.USD","LU1852331112.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171432813","title":"期權聚焦 | 英特爾驚現208萬美元熊市看漲價差+163萬美元遠期Put，機構雙線偏空押注上方受限","url":"https://stock-news.laohu8.com/highlight/detail?id=1171432813","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171432813?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 09:00","pubTimestamp":1789002054,"startTime":"0","endTime":"0","summary":"英特尔收盘106.24美元，涨1.69%。当日INTC期权市场出现多笔大额偏空交易，其中一笔净收款达208.68万美元的熊市看涨价差与一笔163.20万美元的远期虚值PUT买入最为突出，整体机构情绪呈现明确的下行防守与上方压制特征。整体来看，当前INTC期权大单情绪明确偏空，且空头力量显著占优。虽然场内仍有部分看多Call买盘与看涨价差参与，但整体不足以扭转主导情绪，结论上应视为机构资金对INTC后市持谨慎偏空判断。","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":["DRIV","BK4543","LU0081259029.USD","LU2089985449.USD","LU2764262908.HKD","IE000F7OJYX1.SGD","LU0859254822.USD","CNAV","BK4575","LU0056508442.USD","LU0149725797.USD","BK4141","BK4533","LU0097036916.USD","LU2244417387.USD","INTW","AIQ","LU0321505868.SGD","BK4579","LU2357627491.SGD","IE000WAW04H5.SGD","LU2250418816.HKD","LU0082616367.USD","LU2720916845.USD","LU2931357623.SGD","LU0187121727.USD","LU2148611432.USD","XNTK","IE000MB6IJN5.SGD","LU0251131958.USD","LU1852331112.SGD","LU2360106780.USD","LU0321505439.SGD","LU0154236417.USD","LU0251142724.SGD","QQQA","BK4602","SINTCmain","IE000SO60NU8.SGD","BK4588","AIS","FTXL","BK4612","LU0048573561.USD","BK4527","BK4605","BK4554","LU2764263039.SGD","HK0000304797.USD","BK4535","INT","LU0274383776.USD","BK4550","TTEQ","LU2543165471.USD","LU2764263203.CNY","SOXX","BK4529","BK4534","HK0000304805.HKD","IE0000B7K699.USD","INYY","BK4585","BK4515","LU0742534661.SGD","IE000M9KFDE8.USD","CHPS","LINT","INTC","BK4512","LEGR","LU0719512351.SGD","IE000BZT7R73.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154426485","title":"期權聚焦 | 美光科技77.57萬美元賣出虛值Put押注1020美元支撐，另現雙買Put組合博深跌，偏多情緒主導","url":"https://stock-news.laohu8.com/highlight/detail?id=1154426485","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154426485?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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加價鎖定測試界面產能，台積電等啓動多元供應商驗證","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556287","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556287?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:54","pubTimestamp":1789001650,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，供应链传出，AI 芯片用高阶测试界面产能吃紧，NVIDIA 大举加价包下主流测试界面业者的探针卡及测试座产能，部分研发与工程验证需求受排挤。包括晶圆代工厂台积电及芯片厂已启动多元供应商验证，以应对产能被锁定后的供应压力。 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22:16","pubTimestamp":1788963383,"startTime":"0","endTime":"0","summary":"• AMD将2030年人工智能潜在市场规模预测上调至3万亿美元。\n• 管理层将长期服务器CPU潜在市场规模预测上调至2200亿美元。\n• 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22:16","pubTimestamp":1788963373,"startTime":"0","endTime":"0","summary":"• 受对先进内存基础设施的强劲需求推动，美光科技大幅上涨。\n• 与超大规模云服务商签订的多年期合同保障了长期收入承诺。\n• 该公司报告年度营收为373.8亿美元。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262158674-market-movers-mu-20260909","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":["LU2211815571.USD","LU1861220033.SGD","LU2048586759.USD","LU2471134952.CNY","WUGI","LU0238689110.USD","LU0109392836.USD","LU0234570918.USD","MUZ","LU0081259029.USD","LU1629891620.HKD","EGGY","LU2089985449.USD","FXL","LU2054465674.USD","ARTY","IETC","LU1720051017.SGD","LU1551013342.USD","LU1674673691.USD","IE00BK4W5M84.HKD","FTXL","LU2458330243.SGD","LU2543165471.USD","LU1868837136.USD","LU0256863902.USD","BK4575","LU2360107168.USD","LU0642271901.SGD","LU2290526834.HKD","LU0256863811.USD","MUYY","LU1674673428.USD","LU2250418816.HKD","PTF","LU1316542783.SGD","LU0683600562.USD","MUU","BK4588","LU1267930813.SGD","PSI","AIS","LU2102340556.USD","BK4579","FTEC","LU2756315318.SGD","LU2357627491.SGD","LU1720051108.HKD","LU0082616367.USD","LEGR","LU0889565833.HKD","IE00BJLML261.HKD","EFIV","LU2286300806.USD","LU0210536198.USD","LU0672654240.SGD","FAI","LU0964807845.USD","LU2168563687.JPY","SGXZ99366536.SGD","CHAT","IE00B5949003.HKD","LU0820562030.AUD","LU2213496289.HKD","LU0133085943.USD","DISK","IE00B1XK9C88.USD","LU0056508442.USD","SHOC","LU0820561909.HKD","BK4554","BK4532","BK4527","LU0109391861.USD","SGXZ51526630.SGD","LU0689472784.USD","LU2471134879.HKD","TRFK","JGRO","BK4553","MUG","XNTK","SOXX","IE00BKDWB100.SGD","IE000M9KFDE8.USD","LU1868837300.USD","AIFD","LU2360106780.USD","LU1778281490.HKD","TTXU","IE0002270589.USD","LU2168564495.EUR","LU2168564222.USD","BOBP","LU0061475181.USD","IE00BK4W5L77.USD","LU2931357623.SGD","LU2168564065.EUR","LU0640476718.USD","LU0859254822.USD","BAI","BK4533","EMSF","LU2023250330.USD","MULL","IE00B7SZLL34.SGD","LU0323591593.USD","LU1989764664.SGD","SMH","MU","LU0708995401.HKD","VGT","LU2087625088.SGD","IE0009356076.USD","IE0034235303.USD","LU0320765059.SGD","BK4585","BK4566","LU0096364046.USD","LU1551013425.SGD","LU0889566641.SGD","GB00BDT5M118.USD","LU2471134796.USD","LU0943347566.SGD","FDTX","XLK","IE00BWXC8680.SGD","IE00B19Z3581.USD","LU1267930730.SGD","LU0353189763.USD","RULE","MIC","WLDR","LU2896262040.SGD","HBMX","CGGO","BK4543","LU2750360641.GBP","CHPS","LU2458330169.SGD","LU1914381329.SGD","LU0154236417.USD","LU1868836591.USD","LU1868836914.USD","SG9999001424.SGD","IE00B19Z3B42.SGD","LU2750360997.AUD","LU1868836757.USD","LU0792757196.USD","LU1803068979.SGD","LU2756315664.SGD","IE00BSNM7G36.USD","LU2357305700.SGD","LU0203345920.USD","LU1852331112.SGD","BK4141","LU2471134523.USD","BK4605","SOXQ","MUD","LU1280957306.USD","LU0787776722.HKD","LU1366333091.USD","LU1861215975.USD","LU0203347892.USD","LU0353189680.USD","LU0820561818.USD","IXN","USXF","CHPX","DRMY","BK4512","SGXZ81514606.USD","LU0719512351.SGD","LU1323610961.USD","LU1989764748.USD","LU0127658192.USD","LU2403377893.USD","LU0417517546.SGD","AIQ","LU0157215616.USD","LU1145028129.USD","LU2168564149.EUR","LU0274383776.USD","LU1548497426.USD","SMU00main"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666539752","title":"美股光通信、存儲板塊走強，邁威爾科技升逾6.5%，中概股走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2666539752","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666539752?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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馆报告厅成功举办。中国银行业协会党委书记、专职副会长邢炜出席并致辞发言。他在致辞时提到，当前，人工智能正在加快融入银行经营管理，成为银行业转型发展的重要力量。银行业要准确把握人工智能应用的价值取向，在守住安全底线的前提下积极探索，让人工智能真正用得其所、发挥实效。","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":"https://finance.sina.com.cn/roll/2026-09-09/doc-inirfivs8896948.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":["BK4585","BK4588","AIQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666300648","title":"AMD 稱 AI 機會 2030 年達 2 萬億美元，數據中心 2027 年預計達 700 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666300648","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666300648?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 14:37","pubTimestamp":1788935860,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，AMD 于 2026 年 9 月 8 日在花旗 2026 年全球 TMT 大会上表示，人工智能相关机会至 2030 年可达 2 万亿美元。公司预计数据中心业务将在 2027 年翻倍，销售额约达 700 亿美元，其中 AI GPU 贡献约 400 亿美元，其余来自服务器 CPU。服务器 CPU 市场至 2030 年规模上调至 2200 亿美元，此前估计为 600 亿美元。AMD 已获得 290 亿至 300 亿美元采购承诺，获得台积电所有客户中最大的产能分配增幅，但仍面临晶圆、HBM 内存、先进封装和基板供应紧张。MI450 将于 2026 年第三季度开始量产出货，第四季度进一步放量。第三季度毛利率指引为 56%，因 MI450 爬坡，2026 年第四季度及 2027 年毛利率预计略有下降。首席财务官 Jean Hu 表示，AI 的速度、规模和崛起前所未有。AMD 已宣布 Meta、OpenAI 和 Anthropic 三家主要锚定客户，均涉及多吉瓦部署及多代合作。Helios 正在机架级放量。已完成对 Taalas 的收购，并与 Cerebras 合作整合 Helios 系统与其晶圆级引擎技术。服务器 CPU 预计 2026 年下半年同比增长超过 80%，进入 2027 年增长超过 70%。企业服务器收入在 2026 年第二季度增长超过 70%。 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