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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
Capital Group Global Growth Equity ETF
39.32
+0.2660
0.68%
成交量：
24.93萬
成交額：
979.18萬
市值：
117.32億
市盈率：
- -
高：
39.39
開：
39.30
低：
39.20
收：
39.05
52周最高：
42.88
52周最低：
31.94
股本：
2.98億
流通股本：
2.98億
量比：
0.64
換手率：
0.08%
股息：
0.40
股息率：
1.01%
淨資產收益率：
--
總資產收益率：
--
市淨率：
--
市盈率(LYR):
- -
資料載入中...
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公司
新聞資訊
公告
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
·
09/09
美股盤初存儲概念板塊強勢 SK海力士（SKHY）升逾5%
金吾财讯
·
09/09
大模型涉足半導體設計，EDA會「顫抖」嗎？
第一财经
·
09/09
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
智通财经
·
09/09
OpenAI表示正與三星合作開發新一代芯片，並深化合作
路透中文
·
09/09
量化交易巨頭：存儲芯片已穩坐「半導體王座」 看好美光和閃迪
智通财经
·
09/09
美光股價預測：衝高回落險些失守1000美元大關，這一波反彈結束了？
TradingKey中文
·
09/09
CNBC財經名嘴點名英偉達與博通，最可能受惠於GPT-6 Astra推出
格隆汇
·
09/09
瑞銀：存儲拖累7月全球芯片銷售額回落 但上行周期至少延續至2028年
智通财经
·
09/09
9日美股盤後：大型科技股升跌不一，SK海力士跌0.56%，閃迪漲0.33%，特斯拉跌0.42%
经纬科创
·
09/09
美股盤後速遞：三大股指期貨集體下跌，SK海力士跌0.56%，英特爾跌0.44%；WTI原油期貨升逾1%；美軍稱摧毀伊朗革命衞隊5艘油輪
中新经纬
·
09/09
期權聚焦 | 台積電465萬美元牛市價差+合成多頭雙線押注，IV處低位、看漲情緒升温
期权女巫
·
09/09
台積電將於 2030 年起量產採用 ASML 高 NA EUV 光刻機
链捕手
·
09/09
博通(AVGO.O)首席執行官：資本配置可能會集中於增加股息和股票回購。
格隆汇
·
09/09
博通(AVGO.O)CEO：公司可以鎖定2027年的芯片供應，目前正在鎖定2028年的供應。
格隆汇
·
09/09
博通(AVGO.US)CEO：公司可以鎖定2027年的芯片供應，目前正在鎖定2028年的供應。
智通财经
·
09/09
博通CEO：2027年芯片供應已鎖定，正着手敲定2028年供應——高盛會議披露
美股速递
·
09/09
西部數據(WDC)股票9月8日盤中上漲3.87%：背後推手曝光
TradingKey中文
·
09/09
博通(AVGO)股票9月8日盤中上漲3.78%：釋放什麼信號？
TradingKey中文
·
09/08
美股光通信、存儲概念股走強，Lumentum升逾10%， SK海力士升逾6%
老虎资讯综合
·
09/08
更多
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涨5.42%，闪迪涨3.88%，美光科技涨3.72%，慧荣科技涨2.93%，Rambus涨2.90%。细分数据方面，7月全球芯片总销售额环比下滑9.8%。其中存储板块销售额环比回落16.3%，剔除存储之后的集成电路销售额反而上涨0.9%。存储收入下滑主要来自出货量收缩，但产品价格保持上行，DRAM、NAND平均售价分别环比上涨8.3%、9.8%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/N2NlYWIzMDQ5MjY5YzU0NWM0NDMwZTE4ZDQ3MjY3ODIxNTA5MDg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/N2NlYWIzMDQ5MjY5YzU0NWM0NDMwZTE4ZDQ3MjY3ODIxNTA5MDg=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305867","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":["RULE","LU2458330243.SGD","FAI","XITK","SMU00main","TTXU","LU0859254822.USD","LU2403377893.USD","LU2750360641.GBP","RMBX","FTEC","LU1674673691.USD","LU2471134879.HKD","SK","IE00BK4W5M84.HKD","AIFD","LU0889565833.HKD","USXF","PTF","HBMX","LU2023250330.USD","BK4585","LU2168564222.USD","MU","LU0640476718.USD","BK4533","IE00BSNM7G36.USD","LU0157215616.USD","LU0683600562.USD","BK4170","LU1323610961.USD","MUZ","COWG","LU0353189763.USD","SKHX","BK4575","RMBS","IE000M9KFDE8.USD","LU1989764748.USD","HYNX","CHPX","LU0943347566.SGD","SNDQ","LU1989764664.SGD","LU0964807845.USD","SKDD","LU2102340556.USD","LU0719512351.SGD","AIS","MUG","DISK","RMBC","SG9999001424.SGD","BK4532","BK4512","IE00BK4W5L77.USD","SKHZ","LU0320765059.SGD","MULL","LU1551013342.USD","LU2286300806.USD","LU0210536198.USD","LU2458330169.SGD","BAI","LU0082616367.USD","FTXL","SKHY","LU0353189680.USD","LU1852331112.SGD","LU0096364046.USD","LU2471134523.USD","EMSF","WUGI","AIQ","LU1551013425.SGD","ARTY","BK4605","LU2931357623.SGD","LU1366333091.USD","LU1280957306.USD","LU2756315664.SGD","LU1956131251.USD","EFIV","MUD","SNXX","IE00B19Z3B42.SGD","LU0238689110.USD","LU0323591593.USD","LU2168564149.EUR","FDTX","WLDR","LU1145028129.USD","LU2168564495.EUR","LU1868837300.USD","IE00B19Z3581.USD","SGXZ99366536.SGD","SKHA","LU2896262040.SGD","IE00BJLML261.HKD","LU1868836757.USD","LU2054465674.USD","BOBP","QQQG","LU1674673428.USD","CHAT","SKHL","SKHYV","LU0203347892.USD","SIMX","LU0820562030.AUD","TRFK","LU2290526834.HKD","LU0109392836.USD","BK4527","MUYY","BK4566","LU1720051017.SGD","LU2063271972.USD","LU0054578231.USD","BK4553","SKUU","VGT","CHPS","LU0154236417.USD","LU1914381329.SGD","OPTZ","SGXZ51526630.SGD","LU0061475181.USD","IE0002270589.USD","GB00BDT5M118.USD","LU2543165471.USD","LU2357627491.SGD","IE00BWXC8680.SGD","LU0256863902.USD","LU2213496289.HKD","LU0820561909.HKD","LU1861220033.SGD","LU1868836914.USD","BK4579","EGGY","MIC","TMSL","LU0127658192.USD","LU0274383776.USD","LU0823413660.USD","SHOC","LU1861215975.USD","LU1868837136.USD","LU2360106780.USD","BK4526","CNAV","LU1803068979.SGD","MUU","LU0109391861.USD","PSI","SCHA","LU2471134796.USD","XLK","LU0672654240.SGD","LU0256863811.USD","LU1868836591.USD","LU1778281490.HKD","SG9999002950.SGD","IE0009356076.USD","IE00B5949003.HKD","LEGR","SNDK","LU0792757196.USD","SNDC","LU0689472784.USD","LU2211815571.USD","IXN","LU0708995401.HKD","LU1267930813.SGD","LU0823413587.USD","LU1720051108.HKD","SKHQ","SKHU","BK4543","LU0081259029.USD","LU2756315318.SGD","SOXQ","LU0823397103.USD","SNDG","LU0642271901.SGD","LU0203345920.USD","LU2250418816.HKD","SKHN","IE00B7SZLL34.SGD","LU1548497426.USD","LU0133085943.USD","07709","SMH","LU0056508442.USD","FXL","LU2750360997.AUD","SCHM","IE00B1XK9C88.USD","IETC","CGGO","LU0823397285.USD","LU2048586759.USD","DRMY","LU2168564065.EUR","LU2471134952.CNY","XNTK","LU0889566641.SGD","LU0234570918.USD","BK4141","LU0787776722.HKD","IE0034235303.USD","SOXX","SNDU","LU2089985449.USD","LU1267930730.SGD","LU0963586101.USD","LU1629891620.HKD","LU2087625088.SGD","LU2360107168.USD","LU2168563687.JPY","IE00BKDWB100.SGD","FSMD","LU2357305700.SGD","LU0417517546.SGD","JGRO","LU0820561818.USD","SIMO","BK4588","FCUS","SGXZ81514606.USD","BK4554","LU1316542783.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666584744","title":"大模型涉足半導體設計，EDA會「顫抖」嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2666584744","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666584744?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 17:53","pubTimestamp":1788947597,"startTime":"0","endTime":"0","summary":"7月月之暗面发布KimiK3时，大模型自主Agent连续运行48小时，无人工干预，仅凭开源EDA工具和Nangate45nm工艺库，就完成了一款推理芯片原型的设计、优化与验证。次日，新思科技盘中一度暴跌超12%（收盘跌约8%），Cadence亦遭重挫，单日大跌7.85%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609093869425987.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609093869425987.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_eastmoney","symbols":["LU0211328371.USD","LU2211814178.USD","LU0823414551.USD","LU2471134523.USD","TSMG","BK4581","IE0004091025.USD","LU2125909759.SGD","LU1282649810.SGD","LU0728928796.USD","LU1821325948.USD","AVEM","LU0354030438.USD","LU0889565833.HKD","LU2764263039.SGD","BK4526","LU2237443549.SGD","LU1642822529.SGD","LU2471134796.USD","LU2087625088.SGD","LU1815336760.USD","LU2720916845.USD","TSMU","BK4591","LU0096362180.USD","LU0823421416.USD","LU0965509101.SGD","LU2360032135.SGD","TINS","LU0823414478.USD","LU0889566641.SGD","LU2095319765.USD","BK4554","LU1712237335.SGD","CDNS","LU2275660780.HKD","LU0124384867.USD","IE00BHPRN162.USD","LU0264606111.USD","LU1868837722.USD","ASIA","LU1815333072.USD","LU1989764664.SGD","IE00BQXX3D17.EUR","IE00BYQQ9H92.USD","IE00B5TLWC47.USD","LU0965509010.AUD","BLOX","LU1974910355.USD","LU0082616367.USD","LU0359202008.SGD","03145","BK4527","BK4612","LU1934455277.USD","LU2133065610.SGD","LU2298322129.HKD","LU1934455863.HKD","IE00B3M56506.USD","SGXZ23171101.USD","LU1623119135.USD","LU2663582299.SGD","LU1037948897.HKD","LU0642271901.SGD","LU1282649067.USD","LU1951200564.SGD","CGDG","TSMX","LU2237443978.SGD","LU1868838027.USD","BK4602","LU2294711713.HKD","IE00BD6J9T35.USD","LU1633808545.USD","LU0323239441.USD","TEK","LU1951198990.SGD","BAI","CORO","LU0158827948.USD","LU0345770993.USD","LU0348723411.USD","LU2247934214.USD","LU2249611893.SGD","LU2271345857.HKD","LU2237443622.USD","LU2506951792.HKD","LU2089284900.SGD","LU2750360641.GBP","IE00BQXX3C00.GBP","LU1923622614.USD","LU0097036916.USD","LU0390134368.USD","LU1323610961.USD","LU0823421333.USD","LU2860962120.EUR","CWI","BK4567","LU1508157978.USD","FDTX","LU2360108059.USD","CGIC","LU2211815571.USD","LU0143863198.USD","LU2543165471.USD","SGXZ81514606.USD","IE00BN0W2T93.GBP","LU0238689110.USD","LU1854103824.USD","LU0354030511.USD","LU0965509283.SGD","LU2125909247.SGD","SMH","LU1267930490.SGD","TSMZ","LU2458330243.SGD","LU2111349929.HKD","LU2491050071.SGD","LU0310799852.SGD","LU1923622291.USD","LU1989772840.SGD","AVXC","LU1721428933.USD","LU1917777945.USD","LU2471134952.CNY","CNEQ","CDNG","LU1023057109.AUD","AIQ","LU1721428347.USD","LU2506952410.USD","LU0878005551.USD","LU1048588211.SGD","LU0878004406.USD","LU2125909593.SGD","LU2413666699.HKD","IE0009356076.USD","LU1861219969.SGD","BK4588","LU0353189763.USD","LU0488056044.USD","LU2250418816.HKD","LU0861579265.USD","LU2125154935.USD","LU2750360997.AUD","LU0056508442.USD","LU2471134879.HKD","LU2506952337.HKD","EMC","STSM","IE00B5949003.HKD","LU0175139822.USD","LU1803068979.SGD","LU2355687059.USD","LU2041044095.USD","CGGO","LU1868837565.USD","ESIM","SG9999004303.SGD","WUGI","IE0004086264.USD","LU0359201885.HKD","LU2125154778.USD","CHPX","KNOW","LU0211327993.USD","LU1852331112.SGD","LU0107464264.USD","LU0124676726.USD","LU1303367103.USD","LU2210149790.SGD","LU0289960550.SGD","LU1989772923.USD","LU2458330169.SGD","LU0061474960.USD","LU2433249047.HKD","LU1037948541.HKD","LU2491050154.USD","LU0572940350.SGD","TTEQ","BK4533","LU0792757196.USD","LU2360107325.USD","LU0347712357.USD","LU2764263203.CNY","CLOD","LU0541502299.USD","BK4534","IE00BFXG0V08.USD","LU0965508806.USD","LU1267930813.SGD","BK4512","LU2477742899.HKD","LU2491049909.HKD","LU0689626769.HKD","BK4503","LU1934455194.USD","BK4505","TWSC","BK4585","IE0004445239.USD","BK4550","LU0266013472.USD","LU0072462343.USD","LU0312595415.SGD","LU0724618433.USD","LU1978683503.SGD","LU2092937221.SGD","LU0302445910.USD","LU0719512351.SGD","LU0957791311.USD","SG9999004220.SGD","LU0345770308.USD","LU2054465674.USD","TSMY","BK4548","LU2125909916.SGD","LU0109392836.USD","MEMX","LU0323240290.USD","BK4141","BK4532","LU0444971666.USD","LU0541501648.USD","LU2023251221.USD","SGXZ99366536.SGD","LU2764262908.HKD","SNPX","SGXZ51526630.SGD","IE00BZ199S13.USD","ADVE","LU2237443382.USD","LU2298321311.HKD","LU1211504680.USD","IE00BN0W2W23.USD","LU1861215975.USD","LU2028103732.USD","LU2210150020.SGD","LU0323591593.USD","LU0957808578.USD","LU2357125470.USD","SPWO","CGNG","LU2023250504.SGD","LU0143863784.USD","LU0572939691.SGD","LU2106854487.HKD","IE0034235188.USD","UMMA","EMM","IE00BN0W2V16.EUR","LU2413666426.HKD","LU0353189680.USD","SPTE","LU2290526834.HKD","LU1316542783.SGD","LU2360106780.USD","SNPS"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再創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2666533583","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666533583?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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13:57","pubTimestamp":1788933445,"startTime":"0","endTime":"0","summary":"OpenAI表示正与三星合作开发新一代芯片，并深化合作OpenAI表示，通过共同开展芯片研发合作，深化了与三星的合作关系ChatGPT开发商预计内存芯片需求将持续增长OpenAI加强与韩国芯片供应链的合作Heekyong Yang路透首尔9月9日-随着ChatGPT开发商OpenAI着手开发自有芯片，该公司正深化与三星电子005930.KS的合作，将双方在半导体和企业级AI服务领域的合作关系进一步拓展。三星电子尚未立即回应置评请求。OpenAI当时表示，该芯片将由台湾台积电2330.TW负责制造。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260909:nL4T4510DT: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":["FAI","SG9999015978.USD","LU1934455277.USD","ASIA","LU1282649067.USD","LU2487616109.SGD","LU0276348264.USD","LU1267930813.SGD","LU1804176565.USD","LU0251132253.USD","LU2756315318.SGD","LU0965509010.AUD","LU2896262040.SGD","LU1803068979.SGD","IE00B4JS1V06.HKD","IE00BYV24P56.USD","LU2125909247.SGD","LU1037948897.HKD","THMR","LU2237443382.USD","LU0070217475.USD","LU1691799644.USD","WUGI","LU0541501648.USD","AIQ","AIFD","LU0488056044.USD","LU1868837300.USD","LU0210533765.USD","LU2592432038.USD","BK4515","ESIM","LU0143863784.USD","LU2361044949.HKD","LU1989772840.SGD","BK4550","IE00BLSP4239.USD","LU0511384066.AUD","LU2294711713.HKD","LU2265009873.SGD","XLK","NULC","BK4503","SG9999003800.SGD","LU1048588211.SGD","TSM","LU2473716301.USD","LU0061474960.USD","LU2213496289.HKD","LU0080751232.USD","LU0158827948.USD","LU0784385840.USD","LU0157215616.USD","LU0823434583.USD","BK4602","LU1935043536.SGD","BLOX","LU0878004406.USD","SHOC","IE00BMPRXQ63.HKD","IE00B5949003.HKD","IE0001KFT4U8.USD","IE00BMPRXR70.SGD","LU0127658192.USD","LU1323610961.USD","LU2125154778.USD","LU1400636491.USD","HK0000914686.HKD","LU0882747503.HKD","IE00BD6J9T35.USD","LU1551013425.SGD","LU2505996509.AUD","LU2054465674.USD","IE00BGHQDM52.EUR","CGNG","HK0000914660.USD","LU0689472784.USD","IE0034235303.USD","LU2237957811.SGD","BK4512","AVGO","IE00BFXG0V08.USD","BK4585","LU0170899867.USD","LU1815333072.USD","LU1914381329.SGD","LU2746668974.SGD","LU0949170772.SGD","LU0097036916.USD","LU1720051017.SGD","LU2420271590.USD","USXF","AVEM","LU1720051108.HKD","LU2133065610.SGD","LU1645745479.HKD","LU2764263039.SGD","LU1670756490.USD","LU2543165471.USD","LU2065169927.USD","LU2322448957.HKD","IE00BQXX3C00.GBP","IE00BFSS8Q28.SGD","LU0784385170.HKD","LU2089283258.USD","IE00B1BXHZ80.USD","IE00B3PB1722.GBP","LU2430703178.SGD","LU2247934214.USD","LU0069063385.USD","LU1935042488.USD","SMHX","LU2750360997.AUD","LU1282649810.SGD","BK4505","LU1868838027.USD","LU0683600562.USD","LU0345770993.USD","LU2125909593.SGD","LU2491050071.SGD","IE00BGHQF631.EUR","LU0354030511.USD","LU0957808578.USD","IE0004086264.USD","SG9999004220.SGD","LU0444973449.USD","LU0057025933.USD","LU0211328371.USD","LU2860962120.EUR","LU2463028550.USD","LU0823414478.USD","LU2250418816.HKD","LU2433249047.HKD","LU0353189763.USD","CHAT","AVGW","LU1979441026.SGD","LU1951200564.SGD","IE00BVYPNW00.USD","LU1670627923.USD","TTEQ","IE0004445015.USD","LU0786609619.USD","IE00BZ1G4Q59.USD","LU2092937221.SGD","IE0004445239.USD","SG9999015952.SGD","LU0787776722.HKD","LU2458330243.SGD","SOXQ","LU1989764664.SGD","LU2237438978.USD","LU2063271972.USD","LU2764262908.HKD","TSMZ","LU1551013342.USD","SGXZ99366536.SGD","SMH","LU2108987350.USD","LU1974910355.USD","TRFK","CGGO","SGXZ81514606.USD","LU1815336760.USD","BK4141","LU0175139822.USD","LU2242649171.HKD","IE0009356076.USD","LU0353189680.USD","LU0264606111.USD","LU0133085943.USD","IE00BJLML261.HKD","LU1023057109.AUD","LU2271345857.HKD","LU1642822529.SGD","LU2506951792.HKD","LU2361045086.USD","LU0256863811.USD","IE00B775H168.HKD","LU2720916845.USD","LU1064131342.USD","LU1066051811.HKD","LU1623119135.USD","LU2264538146.SGD","LU0979878070.USD","BK4532","LU0572940350.SGD","LU1267930730.SGD","BK4612","LU0109392836.USD","SAVGOmain","LU0359202008.SGD","LU0943347566.SGD","LU0738911758.USD","HK0000532082.HKD","LU0784383803.USD","LU2357305700.SGD","LU2089284900.SGD","LU0203201768.USD","LU1366192091.USD","LU0056508442.USD","LU0310800379.SGD","LU0308772762.SGD","LU0143863198.USD","BAI","LU0320765646.SGD","BK4591","IE00BLSP4452.SGD","LU0234570918.USD","LU2360108059.USD","LU1145028129.USD","LU1127390331.HKD","JGRO","LU0878005551.USD","LU2249611893.SGD","LU1868836591.USD","BK4566","LU2041044095.USD","LU2954938101.SGD","TDIV","LU0198837287.USD","LU2023250843.SGD","TINS","BK4533","LU2272731600.USD","LU0985320562.USD","SG9999015945.SGD","LU0823421333.USD","LU0965509101.SGD","LU1935043023.USD","LU0719512351.SGD","LU1917777945.USD","LU2491050154.USD","LU1778281490.HKD","LU2023251221.USD","LU0061474705.USD","LU1732799900.SGD","IE00BVYPNV92.GBP","LU2430703251.USD","LU2637965513.SGD","BK4534","LU1852331112.SGD","LU2456880835.USD","LU0912757837.SGD","LU2065171402.SGD","03145","LU0210528500.USD","LU1242518931.SGD","LU0861579265.USD","LU2471134796.USD","LU0823414551.USD","LU2505996681.GBP","LU0345768740.USD","LU1989764748.USD","LU2471134952.CNY","IE00B19Z9P08.USD","LU11535850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但上行周期至少延續至2028年","url":"https://stock-news.laohu8.com/highlight/detail?id=2666309878","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666309878?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 09:44","pubTimestamp":1788918287,"startTime":"0","endTime":"0","summary":"瑞银指出，存储芯片销售额下滑主要是由于出货量减少，同期DRAM和NAND平均售价分别上涨了8.3%和9.8%。瑞银预计，第三季度DDR价格将环比上涨22%，NAND合约价格将上涨20%。瑞银预计，2026年全球半导体营收将达到1.63万亿美元，较2025年增长118%，并预测本轮上行周期至少将持续至2028年。瑞银分析师表示：“虽然半导体营收增速可能在2026年中期见顶，但包括晶圆代工产能利用率、封装设备需求和存储芯片盈利能力在内的领先指标，均支持本轮周期至少延续至2028年。”","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/1493694.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":["LU1868837136.USD","IE0034235188.USD","LU2750360641.GBP","BAI","IE00B19Z8W00.USD","LU0107464264.USD","LU1868837565.USD","LU2746668974.SGD","TRFK","LU0823397103.USD","LU0211327993.USD","LU1934455194.USD","LU2125154935.USD","SG9999014880.SGD","LU1244550494.USD","SOXY","LU0056508442.USD","IE0004091025.USD","SMU00main","LU1035775433.USD","LU2417539215.USD","LU2473716301.USD","LU0997586515.USD","HK0000304797.USD","LU1066051498.USD","MU","MUZ","BK4532","LU2430703095.HKD","ADVE","IE00BJJMRY28.SGD","LU1496350171.SGD","SKUU","BK4529","LU1429558221.USD","LU1003077747.HKD","LU1691799644.USD","LU2361044865.SGD","WISE","LU1861220033.SGD","LU0353189763.USD","SG9999014559.SGD","ESIM","LU0472753341.HKD","SGXZ80539844.SGD","LU2265009873.SGD","SG9999014906.USD","LU1400636491.USD","IE00B19Z9505.USD","LU1720051017.SGD","LU2028103732.USD","LU1119994496.HKD","LU2092937221.SGD","LU0342679015.USD","LU0359202008.SGD","LU2360108059.USD","LU2746668461.USD","LU1242518857.USD","LU0823413587.USD","LU2552382132.HKD","IE00BMPRXQ63.HKD","LU0823397285.USD","LU2023250504.SGD","LU0127658192.USD","LU0080751232.USD","LU2602419157.SGD","ESUM","LU2236285917.USD","LU1935042215.USD","LU1839511570.USD","LU2347655156.SGD","LU1989764664.SGD","SG9999004220.SGD","LU1642822529.SGD","LU1571399168.USD","VGT","CHPX","LU0070302665.USD","LU0234572021.USD","IE0004445239.USD","LU2242650005.HKD","LU2360107168.USD","LU2322448957.HKD","MIC","LU2097344431.USD","LU0289960550.SGD","IE00BFSS8Q28.SGD","LU0882747503.HKD","LU2211814178.USD","NXPI","ASX","LU0541501648.USD","LU1116320737.USD","NXPX","SG9999000418.SGD","LU2077746001.SGD","ROM","LU0133085943.USD","AIS","LU1496350502.SGD","LU1064131342.USD","IE00B5949003.HKD","LU0642271901.SGD","LU1868837300.USD","LU2092937148.SGD","LU2168563687.JPY","LU0158827948.USD","LU2148611432.USD","GAMR","SOXX","CHAT","LU0395794307.EUR","IE00BWXC8680.SGD","LU1508157978.USD","BK4543","LU0545039389.USD","LU2505996509.AUD","LU2125909247.SGD","LU2357627491.SGD","DISK","07388","TSMU","LU1633808545.USD","LU2089284900.SGD","AIFD","SG9999018865.SGD","LU2237438978.USD","LU2271345857.HKD","AVEM","LU0359201612.USD","LU0264606111.USD","NVDA","3NVD.UK","NVDO","LU0985320562.USD","LU0157215616.USD","LU2322448791.USD","LU2471134523.USD","LU2089283258.USD","BK4512","LU0488056044.USD","LU1979441026.SGD","IE00BMPRXN33.USD","HYNX","LU0210528500.USD","NVIW.SI","IE0003U64NQ7.SGD","LU2242649171.HKD","LU2054465674.USD","LU1992135472.HKD","LU0823434740.USD","LU0053666078.USD","IE00B19Z3B42.SGD","HK0000320223.HKD","LU0390134368.USD","VT","LU2326559502.SGD","LU0174119429.USD","EMC","TSMZ","LU0354030438.USD","LU0820562030.AUD","09388","LU0072462426.USD","LU1144417596.USD","LU0683600562.USD","LU1923622614.USD","DIPS","IE00BJLML261.HKD","BK4548","LU1821325948.USD","LU2487616109.SGD","LU1935043023.USD","LU0215105999.USD","NVDB","BK4503","IE00B19Z3581.USD","AIPI","LU0965509283.SGD","IE00BK4W5L77.USD","LU0572939691.SGD","LU2237443382.USD","IE00BFSS7M15.SGD","NVDY","NVDS.UK","LU2237443978.SGD","LU2125909759.SGD","IE00BKVL7J92.USD","2NVD.UK","LU0708994859.HKD","LU1023057109.AUD","LU1400636574.HKD","IE00B1BXHZ80.USD","LU2413666699.HKD","BK4592","LU1823568750.SGD","LU2471134879.HKD","LU0061474960.USD","LU1629891620.HKD","LU0006306889.USD","HK0000306685.HKD","LU1035773651.USD","EGGY","LU2102340556.USD","LU0878004406.USD","LU0198837287.USD","RULE","ANV","EFIV","LU1861219969.SGD","LU1116320901.HKD","LU0823421416.USD","IE00BD6J9T35.USD","LU1670756490.USD","LU0308772762.SGD","BK4605","IE00B3M56506.USD","LU0494093205.USD","LU1645745479.HKD","ASIA","LU0528227936.USD","UMMA","ABFL","LU2462591350.SGD","LU0225283273.USD","LU0203345920.USD","LU1923623000.USD","LU1935042488.USD","LU0289961442.SGD","LU2125909593.SGD","SG9999001424.SGD","LU1202635105.USD","LU2168564222.USD","LU2213496289.HKD","LU0823434583.USD","LU1868836914.USD","LU0069063385.USD","LU0787776722.HKD","BK4170","LU1983260115.SGD","IE00BYXW3230.USD","LU0210536198.USD","LU1273509221.SGD","SK","SG9999015358.SGD","IE00BZ199S13.USD","LU1992135399.USD","ESLG","LU1951198990.SGD","LU2290526834.HKD","LU0061474705.USD","SPTE","TSM","LU0011850046.USD","LU0572940350.SGD","LU0267386448.USD","DRMY","LU0203347892.USD","SG9999014575.USD","IE00B7SZLL34.SGD","LU010626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09:03","pubTimestamp":1788915814,"startTime":"0","endTime":"0","summary":"北京时间9月9日，美股盘后，三大股指期货小幅下跌，存储芯片概念股涨跌不一；WTI原油期货涨超1%；全球最大主权基金拟大幅减持美债。三大股指期货小幅下跌美股三大股指期货小幅下跌。截至发稿，道指期货跌0.06%，纳指期货跌0.11%，标普500指数期货跌0.06%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202609093868824457.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202609093868824457.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_eastmoney","symbols":["LU1697837992.HKD","LU0528227936.USD","LU0130103400.USD","IE00B3SWFQ91.USD","LU2637965513.SGD","VGT","WLDR","LU1430594728.SGD","LU1923623000.USD","BK4568","LU1670711040.USD","LU1861220033.SGD","LU0985489474.SGD","IE00BJLML261.HKD","LU2756315318.SGD","LU1804176565.USD","LU2100268510.USD","LU1861127337.USD","BK4571","IE00B1XK9C88.USD","LU0080751232.USD","LU1564329032.USD","HK0000320223.HKD","LU0158827781.USD","LU2361044865.SGD","SK","LU0170899867.USD","IE000YTNTUN2.SGD","LU1400636574.HKD","LU0661504455.SGD","PTF","APLY","IE00BJTD4V19.USD","IE00BJTD4N35.SGD","LU0274383776.USD","SG9999014914.USD","LU0882574139.USD","SOXY","LU0342679015.USD","LU0124676726.USD","SKYY","LU2360107168.USD","FDRV","EMSF","NVIW.SI","LU1989763005.USD","LU2552382058.USD","MUU","ESLG","BK4549","GOOP","AAPY","LU0724617625.USD","LU0823417737.USD","LU2265009873.SGD","TESL","SG9999015945.SGD","LU2362541513.USD","LU0648001328.SGD","LU0289739343.SGD","LU0552385451.USD","FDTX","LU1334329650.SGD","LU2092627202.USD","LU0276348264.USD","NVDG","IE000SO60NU8.SGD","BK4554","AMZZ","LU0466842654.USD","LU1983260115.SGD","LU0079474960.USD","ABFL","LU0096362180.USD","LU2322448791.USD","WANT","TSLW","TSLA","LU0251131958.USD","LU2125154935.USD","IE0034235303.USD","IXN","BK4505","IE00BKPKM429.USD","LU1119994496.HKD","LU1261432733.SGD","LU2756315664.SGD","IE00B775SV38.USD","SG9999018865.SGD","ILDR","TRFK","LU1244550494.USD","LU0820561909.HKD","LU2764262908.HKD","SAMZNmain","LU0171293334.USD","FBL","LU0784384876.USD","LU0889566641.SGD","09388","LU0792757196.USD","04335","LU0690374961.EUR","LU2264538146.SGD","LU0757359368.USD","IE0005OL40V9.USD","NVD","IE00BKVL7J92.USD","LU0316494557.USD","LU1429558221.USD","METG","LU2092937221.SGD","LU1400636657.SGD","LU0788109477.HKD","BK4524","IE00B19Z8W00.USD","IE00B5949003.HKD","LU0211328371.USD","BOBP","LU0070302665.USD","LU0256863811.USD","LU0312595415.SGD","LU1718418525.SGD","NVDW","LU0127658192.USD","LU2191332357.HKD","LU2347655073.USD","LU0234572021.USD","LU0868494617.USD","MSFD","LU0238689110.USD","LU1267930730.SGD","GB00B4QBRK32.GBP","TTEQ","MSFO","TSLL","CRSH","LU2463028550.USD","LU0784385840.USD","LU2506951958.HKD","LU1821325948.USD","LU2125909247.SGD","LU1989772840.SGD","LU1489326972.SGD","LU0348723411.USD","LU1642822529.SGD","LU0345769631.USD","IE00BDCRKT87.USD","LU1084165304.USD","LU2168564222.USD","AMZY","SG9999004303.SGD","MSFL","LGHT","ELOL","LU1571399168.USD","LU0187121727.USD","IE0004445239.USD","SKHA","IE00BJJMRX11.SGD","FBY","LU1935043023.USD","LU0950375773.USD","FTEC","SKHN","LU2125909759.SGD","SINTCmain","LU0310799852.SGD","LU1992135472.HKD","LU1228905037.USD","LU1236620750.USD","HK0000914686.HKD","SG9999014567.USD","LU1506573853.SGD","IE00BKDWB100.SGD","LU0964807845.USD","INYY","LU0786609619.USD","LU2065171311.SGD","BK4559","IE0009G5SDU7.USD","09366","LU1221951129.SGD","XNTK","INT","IE00B7SZLL34.SGD","LU1267930573.SGD","IE00BMPRXQ63.HKD","LU1242518931.SGD","LU2048586759.USD","GB00BDT5M118.USD","NVDY","LU0345768740.USD","SKUU","SKHZ","LU0256863902.USD","IETC","LU2210150020.SGD","LU2095319765.USD","ONLN","AAPL","AMZD","LU1066051811.HKD","SNPE","LU1712237335.SGD","LU2213496289.HKD","LU0057025933.USD","LU0210536198.USD","LU1037948541.HKD","META","SG9999015986.USD","SG9999014575.USD","SMOG","LU0094547139.USD","LU2237957902.USD","LU2028103732.USD","LU0011850046.USD","BK4587","LU1046421795.USD","TSLI","IE00BK4W5L77.USD","NVD3.UK","BK4602","LU2237443978.SGD","SMU00main","IOSX","LU2065169927.USD","LU1699723380.USD","SKHY","LU1923622614.USD","IE000KEQY171.SGD","FBX","IE00BFMHRM44.USD","LU0321505868.SGD","TTXU","IE00BMPRXN33.USD","LU0879622024.SGD","LU0417517546.SGD","09766","LU0210528500.USD","LU0476273544.USD","LU0942090050.USD","LU1839511570.USD","AMZN","SAAPLmain","LU2462591277.SGD","2NVD.UK","SG9999014880.SGD","SGXZ31699556.SGD","LU1988902786.USD","LU1880398554.USD","LU2491050154.USD","LU2063271972.USD","HK0000304797.USD","IE000WAW04H5.SGD","LU0174119429.USD","LU0072462426.USD","BK4525","IE00BLSP4239.USD","LU0203347892.USD","LU0871640123.AUD","TSLP","LU1732799900.SGD","BK4533","LU1035775433.USD","LU2471134796.USD","LU0738911758.USD","LU0868494708.USD","IE0034235295.USD","BK4512","LU1323610961.USD","BK4077","LU2272731865.HKD","FCOM",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03:45","pubTimestamp":1788896736,"startTime":"0","endTime":"0","summary":"博通首席执行官在高盛会议上透露，公司目前已能够确保2027年的芯片供应协议，并且正在积极推进2028年供应合同的锁定工作。这一表态，无疑为市场注入了一剂强心针，彰显了博通在供应链管理上的前瞻性与掌控力。要知道，在全球半导体产能持续紧张的当下，能够如此从容地布局未来数年产能，实属不易。而更令投资者关注的是，博通此举或将在很大程度上缓解外界对其长期供给稳定性的担忧，尤其是在人工智能等高性能计算需求爆发的关键节点上。","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":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2430703095.HKD","LU0784383803.USD","TRFK","LU0234570918.USD","TDIV","LU2746668974.SGD","LU0724617625.USD","SOXX","LU2272731865.HKD","LU2111349929.HKD","LU0949170772.SGD","LU1992135399.USD","LU2065171402.SGD","BK4566","LU1267930490.SGD","LU1244550221.USD","LU0234572021.USD","LU2210150020.SGD","LU2265009873.SGD","SG9999000418.SGD","LU1868836914.USD","LU0784384876.USD","IE00B775H168.HKD","LU2360106780.USD","LU0187121727.USD","AVGC","LU2347655156.SGD","LU2125154778.USD","LU0143551892.USD","HAKY","LU1202635105.USD","LU2602419157.SGD","LU1979441026.SGD","LU2505996509.AUD","IE00BJJMRY28.SGD","LU0345768153.USD","LU0158827948.USD","CHAT","LU2271345857.HKD","LU0174119429.USD","IE00BJTD4N35.SGD","LU2433249047.HKD","IE00BKPKM429.USD","ESLG","IE00BGHQF631.EUR","IE00BMPRXR70.SGD","LU2264538146.SGD","IE00B5949003.HKD","LU0308772762.SGD","IE00B4JS1V06.HKD","LU0210533765.USD","LU0154236417.USD","LU2168564149.EUR","LU1244550494.USD","LU1244550577.SGD","LU0256863811.USD","LU2322448957.HKD","LU1670627923.USD","LU1551013425.SGD","LU0096362180.USD","LU2065170008.USD","LU2458330169.SGD","LU0476273544.USD","LU2463028550.USD","LU0109391861.USD","IE00BMPRXQ63.HKD","LU0354030438.USD","LU2430703251.USD","LU2237443895.HKD","LU0069063385.USD","LU0985320562.USD","LU2420271590.USD","LU0957808578.USD","IETC","LU0310800379.SGD","LU0345768740.USD","LU2417539215.USD","LU0345769128.USD","LU0127658192.USD","LU1923622614.USD","LU2360032135.SGD","LU1670710661.SGD","LU0784385840.USD","LU0965508806.USD","LU1935043452.HKD","SG9999001424.SGD","LU1712237335.SGD","LU2462157665.USD","LU2322448791.USD","LU0553294199.USD","LU0006306889.USD","SG9999001440.SGD","IE00B3S45H60.SGD","LU1623119135.USD","IE00BQXX3C00.GBP","LU2065169927.USD","LU2106854487.HKD","LU1951198990.SGD","LU0353189680.USD","LU1037948897.HKD","LU0942090050.USD","LU1323610961.USD","BK4598","LU0276348264.USD","LU0081259029.USD","LU0211327993.USD","IE00BVYPNP33.GBP","IE0034235303.USD","LU0057025933.USD","LU2168564495.EUR","LU0820561909.HKD","LU2125909247.SGD","LU0889565833.HKD","SG9999015978.USD","LU1935043536.SGD","LU0124676726.USD","ARTY","LU0868494708.USD","LU2023250504.SGD","IE00B42XCP33.USD","LU2095319765.USD","LU1935042215.USD","LU2355687059.USD","XLK","LU1629891620.HKD","LU1974910355.USD","LU0061475181.USD","LU1242518931.SGD","LU1674673428.USD","LU0957791311.USD","LU1989764664.SGD","IE00BQXX3F31.USD","LU1145028129.USD","LU1989772840.SGD","AVGG","LU1951200564.SGD","LU2361044949.HKD","LU0289961442.SGD","IE00BK4W5L77.USD","LU0979878070.USD","JGRO","IE00BZ1G4Q59.USD","LU2237443978.SGD","LU2237957902.USD","SHOC","LU1280957306.USD","LU1868836591.USD","LU0964807845.USD","LU0868494617.USD","LU2462591277.SGD","LU2125909593.SGD","FAI","SPTE","LU1670710588.SGD","LU2087625088.SGD","BAI","IE00B775SV38.USD","LU0354030511.USD","LU1066051225.USD","LU1037948541.HKD","LU0211328371.USD","LU1267930573.SGD","LU0289739343.SGD","LU2133065610.SGD","LU2360108059.USD","SGXZ23171101.USD","LU1803068979.SGD","LU1720051017.SGD","LU2750360641.GBP","IE00BMCWC346.EUR","LU2213496289.HKD","LU2089985449.USD","LU2210149790.SGD","FTEC","IE00BBT3K403.USD","LU2456880835.USD","LU1066051498.USD","LU2023250330.USD","LU2487616109.SGD","LU2720916845.USD","LU2244417387.USD","LU1803068623.USD","LU2462591350.SGD","LU2092937221.SGD","LU0861579265.USD","LU1400636491.USD","LU0097036916.USD","CIBR","LU0708994859.HKD","BK4551","LU0795875086.SGD","LU2458330243.SGD","BK4515","LU0912757837.SGD","LU0203347892.USD","LU0787776722.HKD","IE00BN29S564.USD","LU1366333091.USD","LU1992135472.HKD","IE00BKVL7J92.USD","IE00B19Z9Z06.USD","LU2764262908.HKD","LU0820561818.USD","LU2764263039.SGD","LU2471134879.HKD","LU0949170426.SGD","LU0215105999.USD","LU2954938101.SGD","IE00B19Z9P08.USD","LU2211814178.USD","LU1778281490.HKD","LU1852331112.SGD","CGDG","LU2028103732.USD","LU0784385170.HKD","LU1162221912.USD","LU2543165471.USD","THMR","LU0070217475.USD","LU0348723411.USD","LU0466842654.USD","LU2896262040.SGD","LU2089283258.USD","LU0157215616.USD","LU1670628061.USD","LU0965509283.SGD","LU0738911758.USD","LU1670756490.USD","AVGU","LU2637965513.SGD","LU2168563687.JPY","LU2286300806.USD","LU0820562030.AUD","SG9999002224.SGD","LU2298321311.HKD","IE00BLSP4452.SGD","LU2361045086.USD","IE00B1BXHZ80.USD","LU0661504455.SGD","LU1935042991.SGD","LU0719512351.SGD","LU2054465674.USD","LU0689472784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01:16","pubTimestamp":1788887786,"startTime":"0","endTime":"0","summary":"• 在全行业对AI硬件的热情推动下，西部数据展现出上涨动能。\n• 该公司公布了强劲的自由现金流，并保持净现金余额为正。\n• 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23:16","pubTimestamp":1788880586,"startTime":"0","endTime":"0","summary":"• 在公布强劲的季度业绩后，博通上调了全年人工智能半导体营收指引。 \n• 机构买家在重新评估其定制芯片和网络业务需求后纷纷回归。 \n• 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