美股详情

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美国超微公司

162.63

-5.9500-3.53%

盘后：162.33-0.3000-0.18%19:59 EDT

成交量：3,751.68万

成交额：61.36亿

市值：2,639.23亿

市盈率：93.81

高：168.57

开：166.81

低：161.90

收：168.58

52周最高：186.65

52周最低：76.48

股本：16.23亿

流通股本：16.11亿

量比：0.91

换手率：2.33%

股息：- -

股息率：- -

每股收益(TTM):1.73

每股收益(LYR):1.01

净资产收益率：4.70%

总资产收益率：2.19%

市净率：4.42

市盈率(LYR):160.55

数据加载中...

总览公司新闻公告

AMD的GPU，野心暴露

半导体行业观察

AMD锐龙9000F及PRO 9045系列处理器型号海外电商提前上架

海外芯片股一周涨跌幅：美方收紧对华芯片管制，费城半导体指数跌1.49%

AMD CDNA 4 架构与 MI350技术解析｜Hot Chips 2025

Ofweek光电信息网

研报掘金丨华安证券：通富微电上半年实现快速增长，维持“增持”评级

与大客户共成长，25H1业绩稳健增长

拿下AMD 80%的订单，中国第2大芯片封测厂，半年收入130亿

Ofweek维科网

AMD强劲增长护航，先进封装技术赋能长期发展

通富微电：Q2营收&归母净利历史同期单季度新高绑定AMD净利亮眼

尔英发布瑶光Alkiad AMD Ryzen M-ATX D5主板

二季度全球GPU销量7470万块！NVIDIA揽下更多份额

电子行业周观点：AI景气度持续高涨海外链及国内链有望共振

挑战英伟达高端显卡地位？AMD 被曝研发 2.5D / 3.5D 芯粒封装

玩家自助升级：AMD FSR 3.1 游戏可手动换 DLL 跳到 FSR 4

Framework新款Laptop 16实现3分钟显卡升级，支持Nvidia RTX 5070模块

黄金暴涨

海峡都市报

芯片概念股迈威尔科技跌超17%英伟达两倍做多ETF跌7.4%超微电脑跌4.9%相干公司跌4.8%博通跌4.4%Nova、

英特尔重整产品线：Nova Lake与Coral Rapids成关键转折

美股异动 | 半导体板块下跌英伟达(NVDA.US)跌超3%

美国超微公司盘中异动早盘股价大跌3.01%报163.50美元

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CDNA 4 架构与 MI350技术解析｜Hot Chips 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2564813755","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564813755?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 16:47","pubTimestamp":1756716420,"startTime":"0","endTime":"0","summary":"芝能智芯出品在 2025 年 Hot Chips 大会上，AMD 对外详细阐述了其最新的 CDNA 4 架构以及基于该架构的 MI350 系列加速器。AMD 在演示中强调，在 FP4/FP6 支持下，MI350 在部分推理任务中的速度有望超过竞争对手两倍以上。MI350 的峰值时钟频率可达 2.4GHz，结合 8 个 XCD 及每个 XCD 4MB 的 L2 缓存，整体计算密度进一步提升。AMD 在 MI350 上的进展正值 AI 硬件需求爆发的关键时期。在这一趋势下，AMD 试图通过 MI350 系列满足高端市场的性能要求，并借助与 OEM、云服务商的合作，扩大部署规模。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509011708109770123b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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15:01","pubTimestamp":1756710095,"startTime":"0","endTime":"0","summary":"2025年上半年，AI芯片与存储芯片成为全球半导体行业核心增长点，国内手机芯片、汽车芯片国产化进程加快，国补政策持续利好，共同推动公司业绩稳健增长。其中，公司与AMD长期维持着紧密的战略合作伙伴关系，大客户业务的强劲增长为公司营收规模提供了有力保障。鉴于下游AI和新能源车需求持续扩张，以及公司大客户AMD业绩的强劲增长，维持“买入”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901150231976fd387&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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80%的订单，中国第2大芯片封测厂，半年收入130亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2564898560","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564898560?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 11:39","pubTimestamp":1756697999,"startTime":"0","endTime":"0","summary":"众所周知，在芯片封测领域，中国大陆的水平是全球领先的，并不比国外技术差。在全球前10大芯片封测企业中，中国大陆有4大企业上榜，份额超过25%，妥妥的第一阶段，这四大企业分别是长电科技、通富微电、天水华天、智路封测，位于第3、4、6、7名。而近日，国内第二大芯片封测厂通富微电，也发布了2025年上半年的财报，业绩同样炸裂。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901120537950b244b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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绑定AMD净利亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=2564921718","media":"中泰证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564921718?lang=zh_cn&edition=fundamental","pubTime":"2025-09-01 00:00","pubTimestamp":1756656000,"startTime":"0","endTime":"0","summary":"报告摘要25Q2 营收&归母净利创历史同期单季度新高营收69.46 亿元，创历史同期单季度新高，同比+19.8%，环比+14%；归母净利3.11 亿元，创历史同期单季度新高，同比+38.6%，环比+206%；扣非归母净利3.16 亿元，同比+42.5%，环比+204%；毛利率16.1%，同比+0.12pcts，环比+2.92pcts；净利率4.48%，同比+0.61pcts，环比+2.82pcts。大客户AMD 业务强劲增长，为公司的营收规模提供了有力保障。南通通富：25H1 营收11.8 亿元，同比+21.5%；净利润-2.3 亿元，上年同期为-1.09 亿元，同比亏损扩大。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901155840a708e15a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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