美股詳情

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明星科技股

5,243.41

-22.9370-0.44%

漲家數：10

跌家數：9

平家數：1

市盈率：- -

高：5,252.99

開：5,238.73

低：5,210.68

收：5,266.23

成交量：2.20億

成交額：595.14億

市值：32.78萬億

流通市值：30.46萬億

資料載入中...

總覽新聞資訊

古爾曼：蘋果iPhone Duo有望成行業標準，引爆十年換機周期

谷歌雲：平均 AI 服務器投資回收用時不到 2 年，自研芯片投資回收期僅GPU方案的一半

登記文件顯示，特斯拉已在越南成立子公司。

花旗：智能網聯新能源車規劃利好行業整合 8月國產新能源乘用車銷量按月升6%

谷歌聯合國泰航空用AI破解航空業頭號氣候難題

《大行》大華繼顯：手機供應鏈分化看好「果鏈股」及AI硬件商維持行業「增持」評級

阿斯达克财经

AI實際性能僅20%！微軟高管炮轟存儲廠：建再多廠也沒用

三家客户貢獻44%營收，英偉達越來越依賴大客户了

华尔街见闻

交銀國際：建議投資者圍繞AI主線進行跨區域分散投資

特斯拉 Cybercab 將於 9 月在京滬亮相

特斯拉Cybercab將於9月17日-27日在北京、上海亮相，僅為靜態展示

里昂：上調蘋果目標價至405美元，iPhone Duo出貨前景較預期更樂觀

納德拉呼籲AI治理去中心化：微軟明日公布首份模型行為準則

华尔街见闻

iPhoneDuo有望支持微信雙開

台積電加速佈局 CPO，業界看好形成新摩爾定律

美光發放史上最高獎酬，台灣工會稱將繼續推動罷工

全球十大無晶圓廠IC設計廠商營收排名：英偉達、博通、AMD居前三甲

深圳商报·读创

身為蘋果供應鏈基地 iPhone Duo印度售價比美國高57% 當地網民憤怒

谷歌雲：兩年即可回收AI服務器投資，自研芯片回收期僅為GPU一半

微軟 CEO Nadella：超級智能須造福人類並受人類控制

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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":["IE00BKVL7J92.USD","IE0009G5SDU7.USD","LU0784385170.HKD","LU1935043452.HKD","LU0256863902.USD","LU2100268510.USD","IE00BQXX3D17.EUR","BK4534","IE00B4YYXB79.USD","LU0053666078.USD","LU2381873111.SGD","LU0823417653.USD","LU1366192091.USD","LU0726765562.USD","LU1301847155.USD","LU0823434740.USD","SG9999014880.SGD","LU0011850046.USD","LU0323591593.USD","LU2133065610.SGD","IE00BFSS7M15.SGD","LU0661504455.SGD","LU0786609619.USD","LU2456880835.USD","LU1868837136.USD","LU2237443622.USD","IE00BSNM7G36.USD","IXN","LU0738911758.USD","LU2083900584.USD","LU1718418525.SGD","LU2077746001.SGD","IE000BZT7R73.USD","LU0154236417.USD","LU1803068979.SGD","LU0444971666.USD","IE0001KFT4U8.USD","HK0000306701.USD","LU0345768740.USD","SG9999018857.SGD","LU1935042488.USD","LU0642271901.SGD","LU1935043536.SGD","LU0823417737.USD","LU1868837300.USD","IE00B7KXQ091.USD","IE000WAW04H5.SGD","LU2089283258.USD","IE00B3SWFQ91.USD","LU1582987597.SGD","LU2360032135.SGD","LU1074936037.SGD","LU2087621335.USD","LU2999663052.SGD","IE00BWXC8680.SGD","LU1116320737.USD","AAPE","LU0070217475.USD","LU1582987324.SGD","LU2063271972.USD","LU1935042991.SGD","LU0820562030.AUD","LU2750360997.AUD","LU0310799852.SGD","LU1291159041.SGD","LU2471134879.HKD","LU2237443382.USD","LU1914381329.SGD","SG9999001424.SGD","LU1642822529.SGD","LU1119994496.HKD","LU1064131342.USD","LU0476273544.USD","BK4585","IE00BJJMRY28.SGD","LU2462591350.SGD","LU2242650005.HKD","LU0784384876.USD","LU0640476718.USD","SG9999014898.SGD","LU2506952170.USD","IE0003U64NQ7.SGD","LU1242518857.USD","LU0965508806.USD","LU0079474960.USD","LU0949170426.SGD","LU0823421333.USD","AAPY","HK0000320223.HKD","IE000SO60NU8.SGD","SG9999017495.SGD","LU1917777945.USD","LU2097344431.USD","BK4501","LU2506952097.USD","LU1839511570.USD","LU1003077747.HKD","LU0683600562.USD","IE00BMPRXN33.USD","IE000MB6IJN5.SGD","LU0823421416.USD","LU0211327993.USD","LU0320765059.SGD","LU1815333072.USD","SG9999015945.SGD","LU2237443465.HKD","BK4507","LU1232071149.USD","LU1206713676.USD","LU1815336760.USD","BK4566","LU1934455277.USD","BK4527","LU1551013425.SGD","LU2092627202.USD","LU0256863811.USD","LU2271345857.HKD","LU2860962120.EUR","LU1548497426.USD","LU1823568750.SGD","LU0795875086.SGD","FTEC","LU1629891620.HKD","LU0456855351.SGD","LU2087625088.SGD","IE0004091025.USD","LU1267930490.SGD","LU2954938101.SGD","LU0820561909.HKD","LU1814569148.SGD","IE00BYXW3230.USD","LU2461242641.AUD","LU2168564495.EUR","LU0162691827.USD","LU2471134523.USD","IE00BDCRKT87.USD","LU0251132253.USD","XLK","LU1935043023.USD","LU2237438978.USD","LU0174119429.USD","LU1267930730.SGD","SG9999014567.USD","LU1778281490.HKD","AAPX","LU0950375773.USD","LU2357305700.SGD","BK4581","LU2111349929.HKD","LU1551013342.USD","HK0000914686.HKD","LU0203202063.USD","IOSX","IE00BLSP4239.USD","LU0070302665.USD","LU0265550946.USD","LU0964807845.USD","IE000Q6AESB8.SGD","LU0985320562.USD","AAPL","LU0965509283.SGD","LU0097036916.USD","SG9999014575.USD","LU2756315664.SGD","LU1934455863.HKD","IE00B775H168.HKD","LU1261432733.SGD","LU0234570918.USD","TTXU","LU0267386448.USD","LU1571399168.USD","HK0000532082.HKD","LU0912757837.SGD","LU2023250330.USD","HK0000914660.USD","LU0823434583.USD","HK0000320264.USD","LU0672654240.SGD","LU0689626769.HKD","LU1496350502.SGD","LU0314104364.USD","LU2028103732.USD","LU0708995401.HKD","LU2552382132.HKD","LU1116320901.HKD","LU1244550494.USD","LU1791710400.SGD","LU2430703251.USD","LU0788109477.HKD","LU1206712785.SGD","LU0077335932.USD","SG9999002232.USD","LU2746668461.USD","LU2637965513.SGD","IE000YTNTUN2.SGD","LU2106854487.HKD","LU1316542783.SGD","IE0034235303.USD","LU0210528500.USD","IE00BN8TJ469.HKD","LU1791710582.SGD","LU1868836914.USD","LU0314106906.USD","BK4559","LU1144417596.USD","SG9999015978.USD","BK4533","LU2047632596.USD","LU2065171402.SGD","LU0861579265.USD","BK4588","VGT","LU2896262040.SGD","LU2125154935.USD","LU1989772840.SGD","LU0444973449.USD","LU0979878070.USD","LU2552382058.USD","LU1496350171.SGD","SG9999002224.SGD","LU1400636491.USD","IE00B1BXHZ80.USD","IE00BN29S564.USD","LU1989771016.USD","LU0472753341.HKD","LU0210536198.USD","LU0528227936.USD","ABFL","LU2430703095.HKD","LU2746668974.SGD","IE0009356076.USD","LU0553294199.USD","IE00B1XK9C88.USD","LU0082616367.USD","LU2452424414.USD","IE00B4JS1V06.HKD","LU2361045086.USD","LU2506951958.HKD","LU0215105999.USD","LU2191332357.HKD","LU0345769128.USD","SG9999015341.SGD","LU1674673428.USD","BK4170","LU2265009873.SGD","LU1244550577.SGD","SG9999018865.SGD","LU2264538146.SGD","LU0149725797.USD","LU173279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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 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CEO Nadella：超級智能須造福人類並受人類控制","url":"https://stock-news.laohu8.com/highlight/detail?id=2667523631","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667523631?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 09:53","pubTimestamp":1789350794,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，微软 CEO Satya Nadella 在 X 发文表示：任何对超级智能的追求都必须基于核心原则，即如果我们构建的 AI 不能帮助人类并处于人类控制之下，就不值得追求。他还表示，需要加速并广泛传播 AI 益处，使其在国家、社区和公司中广泛扩散，这需要闭源与开源模型都能蓬勃发展的前沿生态系统。对企业而言，必须保留对其独特和隐性知识的完全控制，每个组织都应能构建自己的持续学习循环，而不依赖任何单一模型提供商，并将自身知识嵌入其控制的模型和权重中。Nadella 称，欢迎为正确对齐所需的研究、关注和审慎节奏，以及“嵌入式评估器”等想法。这不能由少数实体控制，必须在生态系统、国家和包括学术界在内的领域有广泛代表性。微软的方法是 AI 堆栈每一层的广泛访问和选择、企业对学习循环和模型的控制，以及将于明天发布供公众咨询的自有 MAI 模型“行为准则”。 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