美股詳情

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碎股

1,986.41

-9.8013-0.49%

漲家數：269

跌家數：737

平家數：15

市盈率：- -

高：1,997.67

開：1,996.59

低：1,982.82

收：1,996.21

成交量：53.19億

成交額：6,476.30億

市值：95.03萬億

流通市值：88.89萬億

資料載入中...

總覽新聞資訊

礦業行業重要自律規範出台專家：為全球礦業治理提供「中國方案」

小摩下調MARA Holdings目標價至11美元

三星海外悄然發布入門新機Galaxy A08，電池升級至6000毫安時

港股異動 | 機器人概念股延續跌勢傳人形機器人IPO門檻抬高宇樹股價較高點回撤近六成

摩根士丹利調整歐洲核心超配股票名單新增15只標的

NH投資證券將三星SDI目標價從60萬韓元上調至73萬韓元。

沙特發現1.1億噸含鈾礦石核電佈局再添籌碼

見證中國C端AI大浪潮! 大摩前瞻3000億元變現空間手握生態優勢的騰訊與阿里競逐新增長紅利

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美國研究綜述-禮來、麥當勞、Welltower

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生物科技公司Electra Therapeutics(ETRA.US)IPO定價14-16美元/股擬籌資3.25億美元

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2035年海外市佔率料升至31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667161213","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667161213?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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2026 年底約 8% 擴至 2028 年 24%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667612469","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667612469?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 15:24","pubTimestamp":1789457083,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据工商时报报道，随 HBM、2 奈米以下先进逻辑同步扩产，法人预估全球硅晶圆供需缺口将由 2026 年底约 8%，扩大至 2027 年的 15%、2028 年的 24%，环球晶、合晶及台胜科营运可望受惠。法人指出，2027 年中将是关键转折点，若供给扩充速度未能跟上，2027 年下半年至 2028 年上半年可能出现新一轮缺货与抢货潮。SEMI 统计，2026 年第二季全球硅晶圆出货面积达 35.73 亿平方英寸，季增 9.1%、年增 7.4%。法人估算，2026 年全球 12 吋硅晶圆月产能约 1069 万片、年增 7%，2027 年仅增约 3% 至 1100 万片，2028 年约增 6% 至 1170 万～1176 万片，新增供给包括环球晶第二阶段初期约 30 万片以及合晶约 10 万片。法人预估，2027、2028 年 HBM 硅晶圆消耗量分别年增 23%、28%；一般 DRAM 新产能自 2027 年起陆续开出，至 2028 年新增月产能约 35 万～45 万片。先进逻辑方面，2027、2028 年逻辑制程硅晶圆消耗量分别年增 12%、11%。目前客户硅晶圆库存仍约 100～120 天，距 50～70 天正常水准尚需时间消化。 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