ENG/中
老虎证券
市场
行情
24/7新闻
产品
Cash Boost账户
期权
A股通
港股
固定票息票据
美股
基金超市
美国国债
新加坡股
期货
Tiger BOSS Debit Card
老虎钱袋子
功能
定投
CPF/SRS 投资
专栏
美股碎股
TigerAI
费用
综合账户
股票与ETF
期权、窝轮与牛熊证
期货
债券
基金超市
Cash Boost
股票与ETF
融资利率
活动
帮助
账户操作
如何开户
开户文件
账户类型
资金与转仓
入金
DDA快捷入金
出金
转入股票
转出股票
货币兑换
产品与交易
可交易产品
订单类型
交易规则
申报
融资融券
保证金与杠杆
风险管理
做空风险
基金超市
基金开户与交易
Cash Boost账户
Cash Boost 账户FAQ
如何开通 Cash Boost 账户
如何用Cash Boost 账户交易
如何绑定CDP证券账户
Tiger Boss Debit Card
常见问题
费用说明
如何充值
如何使用我的Debit card
账单报表
账单报表
股息(分红)
机构
Tiger Fund Management
机构服务
财富及资产管理人
自营交易机构
介绍经纪商
三方服务商
老虎API平台
登录
立即注册
Toggle
美股
详情
本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
博通
347.39
+4.93
1.44%
成交量:
511.01万
成交额:
17.70亿
市值:
1.64万亿
市盈率:
88.68
高:
352.20
开:
339.91
低:
337.52
收:
342.46
52周最高:
386.48
52周最低:
138.10
股本:
47.22亿
流通股本:
46.43亿
量比:
0.84
换手率:
0.11%
股息:
2.36
股息率:
0.68%
每股收益(TTM):
3.92
每股收益(LYR):
1.27
净资产收益率:
27.08%
总资产收益率:
8.90%
市净率:
22.39
市盈率(LYR):
272.49
数据加载中...
总览
公司
新闻资讯
公告
博通首发800G AI以太网网卡!突破大规模GPU集群瓶颈,开放生态+光模块需求成关键
光模块大佬
·
10/22
多家投行预警AI领域投资过热风险
金融时报
·
10/22
浦视角 | 美股重拾上行势头,如何看未来机遇?
浦银安盛基金
·
10/21
AI“万亿闭环”内幕:Altman、黄仁勋、纳德拉、孙正义等当代科技巨头的“攻守道”
华尔街见闻
·
10/21
大行评级丨美银:2027年全球半导体销售额可望达到约1万亿美元 首选英伟达和博通等
格隆汇
·
10/21
两大巨头联手,打造首款AI处理器
与非网
·
10/21
OpenAI博通官宣:开发定制AI加速器及网络系统
电子工程专辑
·
10/21
美国AI产业链财报季前瞻,这家投行称:小心“利好出尽”,抱紧“英伟达、博通和AMD”
华尔街见闻
·
10/21
OCP 峰会:博通宣称 AI 效率提升 90%,重塑光互联供应链
半导体产业研究
·
10/21
AI需求强劲:全球半导体8月销售额达648.8亿美元,连续四个月创历史新高
橙芯视界
·
10/20
OpenAI和博通达成万亿级结盟合作,微美全息紧随布局加速AI芯片+场景生态奔跑
中金在线
·
10/20
TMT行业周报(10月第3周):海外AI景气度进一步提升
世纪证券
·
10/20
OpenAI的芯片战略
半导体行业观察
·
10/20
没有数据参与的AI内循环,美国巨头们正在堆起一个可怕的“金融堰塞湖”
蓝鲸财经
·
10/20
分析师认为英伟达大型科技客户可能成为其最大的竞争威胁
港美通
·
10/20
一周AI大事:黄仁勋亲自给马斯克送货,OpenAI被曝将对成人内容“开绿灯”
市场资讯
·
10/20
计算机行业:国产大模型思考效率进一步提升 全球AI产业生态合作持续深化
平安证券股份有...
·
10/20
【银河计算机吴砚靖】全球科技动态月报丨OpenAI发布Sora2,与多巨头合作打造生态闭环
中国银河证券研究
·
10/19
万亿芯片巨头,宣布裁员
半导体行业观察
·
10/19
通信周观点:OPENAI持续扩大合作范围 加速算力投入
国金证券
·
10/19
更多
{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股,新股,港股,A股等全球金融理财产品。新加坡华人最信赖的在线投资平台,现在加入即享低费用,24/5 无时差炒美股投资理财!","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股,新股,港股,A股等全球金融理财产品。新加坡华人最信赖的在线投资平台,现在加入即享低费用,24/5 无时差炒美股投资理财!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/hans/stock/AVGO/news?page=5"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"AVGO","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"AVGO\",,,,,undefined,":{"symbol":"AVGO","market":"US","secType":"STK","nameCN":"博通","latestPrice":347.39,"timestamp":1763397992297,"preClose":342.46,"halted":0,"volume":5110123,"delay":0,"floatShares":4643056775,"shares":4722365022,"eps":3.917519,"marketStatus":"交易中","change":4.93,"latestTime":"11-17 11:46:32 EST","open":339.91,"high":352.2,"low":337.52,"amount":1770327505.5542002,"amplitude":0.042866,"askPrice":347.35,"askSize":10,"bidPrice":347.15,"bidSize":20,"shortable":3,"etf":0,"ttmEps":3.917519,"tradingStatus":2,"nextMarketStatus":{"tag":"盘后交易","tradingStatus":3,"beginTime":1763413200000},"marketStatusCode":2,"adr":0,"adrRate":0,"listingDate":1249531200000,"exchange":"NASDAQ","adjPreClose":342.46,"dividendRate":0.006794,"preHourTrading":{"tag":"盘前","latestPrice":340.18,"preClose":342.46,"latestTime":"09:29 EST","volume":69539,"amount":23852831.77047,"timestamp":1763389799999},"postHourTrading":{"tag":"盘后","latestPrice":343.42,"preClose":342.46,"latestTime":"19:59 EST","volume":1089188,"amount":373030590.737899,"timestamp":1763168399949},"volumeRatio":0.844216,"impliedVol":0.6214,"impliedVolPercentile":0.956},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"AVGO\",,,,,undefined,":{"symbol":"AVGO","floatShares":4643056775,"roa":"8.90%","roe":"27.08%","lyrEps":1.27487,"volumeRatio":0.84422,"shares":4722365022,"dividePrice":2.36,"high":352.2,"amplitude":0.042866,"preClose":342.46,"low":337.52,"week52Low":138.1,"pbRate":"22.39","psRate":"27.38","week52High":386.48,"institutionHeld":0,"latestPrice":347.39,"committee":0.333333,"eps":3.917519,"divideRate":0.006794,"volume":5110147,"delay":0,"ttmEps":3.917519,"open":339.91,"prevYearClose":231.84,"prevWeekClose":342.46,"prevMonthClose":369.63,"prevQuarterClose":329.91,"fiveDayClose":358.39,"twentyDayClose":349.24,"sixtyDayClose":294,"earningDate":1765382400000,"earningTime":"盘后"},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/AVGO\",params:#limit:5,,,undefined,":[{"date":"2025-12-11","symbol":"AVGO","type":"earning","reportTimeType":"post","market":"US","fiscalQuarterEnding":"2025/10","expectedEps":1.49,"defaultRemindTime":1765486800000,"name":null,"time":"盘后","dateTimestamp":1765429200000,"actualEps":null},{"date":"2025-09-22","symbol":"AVGO","amount":0.59,"announcedDate":"2025-09-04","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-09-22","defaultRemindTime":1758547800000,"name":"博通","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-09-30","payableDate":"2025-09-22","currency":"USD","dateTimestamp":1758513600000,"payDate":"2025-09-30"},{"market":"US","date":"2025-09-04","symbol":"AVGO","fiscalQuarterEnding":"2025/07","expectedEps":1.35,"name":null,"time":"盘后","type":"earning","dateTimestamp":1756958400000,"reportTimeType":"post","actualEps":1.26},{"date":"2025-06-20","symbol":"AVGO","amount":0.59,"announcedDate":"2025-06-05","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-06-20","defaultRemindTime":1750426200000,"name":"博通","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-06-30","payableDate":"2025-06-20","currency":"USD","dateTimestamp":1750392000000,"payDate":"2025-06-30"},{"market":"US","date":"2025-06-05","symbol":"AVGO","fiscalQuarterEnding":"2025/04","expectedEps":1.35,"name":null,"time":"盘后","type":"earning","dateTimestamp":1749096000000,"reportTimeType":"post","actualEps":1.33}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"AVGO\",market:\"US\",,,undefined,":[{"executeDate":"2015-12-16","recordDate":"2015-12-18","paymentDate":"2015-12-30","value":0.44,"currency":"USD"},{"executeDate":"2016-03-16","recordDate":"2016-03-18","paymentDate":"2016-03-31","value":0.49,"currency":"USD"},{"executeDate":"2016-06-15","recordDate":"2016-06-17","paymentDate":"2016-06-30","value":0.5,"currency":"USD"},{"executeDate":"2016-09-15","recordDate":"2016-09-19","paymentDate":"2016-09-30","value":0.51,"currency":"USD"},{"executeDate":"2016-12-14","recordDate":"2016-12-16","paymentDate":"2016-12-30","value":1.02,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"AVGO\",market:\"US\",delay:false,,,undefined,":{"strongBuy":0.2917,"buy":0.6667,"hold":0.0417,"sell":0,"strongSell":0,"meanLabel":"BUY","meanPercent":0.6667,"analysts":48,"updateTime":1760763600000},"@#url:\"https://hq.skytigris.cn/value_analysis/stock/AVGO\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"AVGO","date":"2025-11-14","current":87.417572,"percent":0.778246,"low":17.084328,"twenty":24.541525,"median":40.657298,"eighty":88.679291,"high":198.073625,"avg":58.972615,"sd":44.228711,"marketCap":1605509660179},"quantilePoints":[{"date":"2020-11-20","current":62.447642,"twenty":8.511576,"median":41.568233,"eighty":70.634468,"marketCap":155057495212},{"date":"2020-11-27","current":64.340637,"twenty":8.511576,"median":41.568233,"eighty":70.496364,"marketCap":159757800678},{"date":"2020-12-04","current":67.066093,"twenty":8.511576,"median":41.568233,"eighty":69.995126,"marketCap":166525107946},{"date":"2020-12-11","current":55.457679,"twenty":8.511576,"median":41.568233,"eighty":69.684064,"marketCap":164154730146},{"date":"2020-12-18","current":59.709883,"twenty":8.511576,"median":41.568233,"eighty":69.489394,"marketCap":176741252558},{"date":"2020-12-24","current":59.283933,"twenty":8.511576,"median":41.568233,"eighty":69.290983,"marketCap":175480441892},{"date":"2020-12-31","current":60.161939,"twenty":8.511576,"median":41.568233,"eighty":69.004072,"marketCap":178079338716},{"date":"2021-01-08","current":61.232309,"twenty":8.511576,"median":41.568233,"eighty":68.819335,"marketCap":181247633905},{"date":"2021-01-15","current":61.261163,"twenty":8.511576,"median":41.568233,"eighty":68.610706,"marketCap":181333043660},{"date":"2021-01-22","current":63.89518,"twenty":8.511576,"median":41.568233,"eighty":68.450576,"marketCap":189129734132},{"date":"2021-01-29","current":61.900088,"twenty":8.511576,"median":41.568233,"eighty":68.127944,"marketCap":183224259659},{"date":"2021-02-05","current":64.031209,"twenty":8.517143,"median":41.640358,"eighty":68.093984,"marketCap":189532380119},{"date":"2021-02-12","current":66.821866,"twenty":8.527223,"median":41.681051,"eighty":68.091565,"marketCap":197792723545},{"date":"2021-02-19","current":67.572494,"twenty":8.538433,"median":41.75119,"eighty":68.088129,"marketCap":200014580976},{"date":"2021-02-26","current":64.801795,"twenty":8.542668,"median":41.769751,"eighty":67.931507,"marketCap":191813313664},{"date":"2021-03-05","current":46.485962,"twenty":8.54055,"median":41.76047,"eighty":67.798825,"marketCap":183759007838},{"date":"2021-03-12","current":46.601002,"twenty":8.54055,"median":41.76047,"eighty":67.718968,"marketCap":184213760421},{"date":"2021-03-19","current":49.006608,"twenty":8.54055,"median":41.76047,"eighty":67.590393,"marketCap":193723121593},{"date":"2021-03-26","current":49.78954,"twenty":8.542668,"median":41.769751,"eighty":67.494482,"marketCap":196818053225},{"date":"2021-04-01","current":49.160509,"twenty":8.542668,"median":41.769751,"eighty":67.427583,"marketCap":194331492059},{"date":"2021-04-09","current":50.104573,"twenty":8.54055,"median":41.76047,"eighty":67.204545,"marketCap":198063375319},{"date":"2021-04-16","current":49.45385,"twenty":8.54055,"median":41.76047,"eighty":67.058213,"marketCap":195491070665},{"date":"2021-04-23","current":48.146209,"twenty":8.54055,"median":41.76047,"eighty":67.025492,"marketCap":190321963218},{"date":"2021-04-30","current":47.120547,"twenty":8.54055,"median":41.76047,"eighty":66.8357,"marketCap":186267521121},{"date":"2021-05-07","current":46.74664,"twenty":8.54055,"median":41.76047,"eighty":66.788523,"marketCap":184789466701},{"date":"2021-05-14","current":45.61459,"twenty":8.54055,"median":41.76047,"eighty":66.606431,"marketCap":180314473208},{"date":"2021-05-21","current":46.608232,"twenty":8.54055,"median":41.76047,"eighty":66.477821,"marketCap":184242341584},{"date":"2021-05-28","current":48.786602,"twenty":8.54055,"median":41.76047,"eighty":66.354262,"marketCap":192853437639},{"date":"2021-06-04","current":39.718125,"twenty":8.54055,"median":41.709088,"eighty":66.316344,"marketCap":193943604850},{"date":"2021-06-11","current":39.547337,"twenty":8.54055,"median":41.568233,"eighty":66.254421,"marketCap":193109645592},{"date":"2021-06-18","current":38.942406,"twenty":8.54055,"median":41.453542,"eighty":66.044295,"marketCap":190155769560},{"date":"2021-06-25","current":38.833183,"twenty":8.54055,"median":41.227522,"eighty":65.84994,"marketCap":189622430832},{"date":"2021-07-02","current":39.334771,"twenty":8.54055,"median":40.823101,"eighty":65.562735,"marketCap":192071686375},{"date":"2021-07-09","current":40.343829,"twenty":8.54055,"median":40.568668,"eighty":65.42923,"marketCap":196998915700},{"date":"2021-07-16","current":39.326369,"twenty":8.54055,"median":40.419751,"eighty":65.195224,"marketCap":192030660319},{"date":"2021-07-23","current":40.593363,"twenty":8.54055,"median":40.231759,"eighty":64.922769,"marketCap":198217389564},{"date":"2021-07-30","current":40.782403,"twenty":8.54055,"median":40.179756,"eighty":64.682084,"marketCap":199140475824},{"date":"2021-08-06","current":40.784924,"twenty":8.54055,"median":40.179756,"eighty":64.472458,"marketCap":199152783640},{"date":"2021-08-13","current":40.846257,"twenty":8.54055,"median":40.179756,"eighty":64.184814,"marketCap":199452273849},{"date":"2021-08-20","current":39.922898,"twenty":8.54055,"median":40.131732,"eighty":63.967198,"marketCap":194943510295},{"date":"2021-08-27","current":41.667955,"twenty":8.54055,"median":40.131732,"eighty":63.882539,"marketCap":203464622126},{"date":"2021-09-03","current":33.63177,"twenty":8.54055,"median":40.112647,"eighty":63.663495,"marketCap":204178475500},{"date":"2021-09-10","current":33.774774,"twenty":8.54055,"median":40.028542,"eighty":63.466535,"marketCap":205046653867},{"date":"2021-09-17","current":34.307007,"twenty":8.54055,"median":39.93088,"eighty":63.089241,"marketCap":208277841728},{"date":"2021-09-24","current":34.233783,"twenty":8.54055,"median":39.734761,"eighty":62.97828,"marketCap":207833296136},{"date":"2021-10-01","current":33.04253,"twenty":8.54055,"median":39.549017,"eighty":62.539828,"marketCap":200601197956},{"date":"2021-10-08","current":33.415432,"twenty":8.54055,"median":39.461827,"eighty":62.097674,"marketCap":202865087540},{"date":"2021-10-15","current":34.120556,"twenty":8.54055,"median":39.380588,"eighty":62.006161,"marketCap":207145896936},{"date":"2021-10-22","current":34.945009,"twenty":8.54055,"median":39.281066,"eighty":61.897554,"marketCap":212151150998},{"date":"2021-10-29","current":36.047444,"twenty":8.54055,"median":39.13701,"eighty":61.395906,"marketCap":218844031840},{"date":"2021-11-05","current":37.895005,"twenty":8.54055,"median":38.978838,"eighty":61.237218,"marketCap":230060575688},{"date":"2021-11-12","current":38.186547,"twenty":8.54055,"median":38.786213,"eighty":60.912976,"marketCap":231830525727},{"date":"2021-11-19","current":38.559449,"twenty":8.54055,"median":38.592332,"eighty":60.675525,"marketCap":234094415311},{"date":"2021-11-26","current":37.059026,"twenty":8.54055,"median":38.535809,"eighty":60.132781,"marketCap":224985346857},{"date":"2021-12-03","current":37.840765,"twenty":8.54055,"median":38.406932,"eighty":59.81928,"marketCap":229731282658},{"date":"2021-12-10","current":38.600026,"twenty":8.54055,"median":38.377551,"eighty":59.682223,"marketCap":260009776803},{"date":"2021-12-17","current":38.91901,"twenty":8.54055,"median":38.299064,"eighty":59.34711,"marketCap":262158454721},{"date":"2021-12-23","current":40.748013,"twenty":8.54055,"median":38.299064,"eighty":59.233117,"marketCap":274478613926},{"date":"2021-12-31","current":40.785402,"twenty":8.54055,"median":38.299064,"eighty":58.920066,"marketCap":274730467046},{"date":"2022-01-07","current":37.949958,"twenty":8.542668,"median":38.292252,"eighty":58.600074,"marketCap":255630917287},{"date":"2022-01-14","current":36.553689,"twenty":8.542668,"median":38.203426,"eighty":58.439729,"marketCap":246225648296},{"date":"2022-01-21","current":32.683608,"twenty":8.542668,"median":38.124645,"eighty":58.146935,"marketCap":220156785956},{"date":"2022-01-28","current":34.330569,"twenty":8.542668,"median":37.949958,"eighty":57.711897,"marketCap":231250709476},{"date":"2022-02-04","current":36.173055,"twenty":8.542668,"median":37.845468,"eighty":57.243699,"marketCap":243661700954},{"date":"2022-02-11","current":35.147,"twenty":8.542668,"median":37.637363,"eighty":56.6496,"marketCap":236750190730},{"date":"2022-02-18","current":35.268898,"twenty":8.542668,"median":37.512611,"eighty":55.334035,"marketCap":237571294232},{"date":"2022-02-25","current":35.75659,"twenty":8.542668,"median":37.42785,"eighty":53.655042,"marketCap":240856388423},{"date":"2022-03-04","current":31.178173,"twenty":8.542668,"median":37.196661,"eighty":52.791705,"marketCap":244125098104},{"date":"2022-03-11","current":30.130942,"twenty":8.542668,"median":36.852639,"eighty":52.634997,"marketCap":235925274084},{"date":"2022-03-18","current":31.828724,"twenty":8.542668,"median":36.60395,"eighty":51.677124,"marketCap":249218908979},{"date":"2022-03-25","current":32.791287,"twenty":8.542668,"median":36.438824,"eighty":51.073045,"marketCap":256755779377},{"date":"2022-04-01","current":32.692737,"twenty":8.542668,"median":36.344694,"eighty":50.557734,"marketCap":255984127966},{"date":"2022-04-08","current":30.608052,"twenty":8.542668,"median":36.196605,"eighty":50.315782,"marketCap":239661046790},{"date":"2022-04-14","current":29.922369,"twenty":8.542668,"median":36.017982,"eighty":50.223688,"marketCap":234292149404},{"date":"2022-04-22","current":30.605445,"twenty":8.542668,"median":35.839576,"eighty":50.1078,"marketCap":239640632731},{"date":"2022-04-29","current":28.907663,"twenty":8.542668,"median":35.651006,"eighty":49.990646,"marketCap":226346997836},{"date":"2022-05-06","current":30.248264,"twenty":8.542668,"median":35.489018,"eighty":49.88123,"marketCap":236843906717},{"date":"2022-05-13","current":30.67271,"twenty":8.542668,"median":35.269506,"eighty":49.626459,"marketCap":240167315440},{"date":"2022-05-20","current":28.323659,"twenty":8.542668,"median":34.945009,"eighty":49.416046,"marketCap":221774248732},{"date":"2022-05-27","current":26.676626,"twenty":8.542668,"median":34.585292,"eighty":49.191995,"marketCap":238142240837},{"date":"2022-06-03","current":25.763745,"twenty":8.542668,"median":34.491304,"eighty":49.001266,"marketCap":229992948684},{"date":"2022-06-10","current":24.484643,"twenty":8.559218,"median":34.425971,"eighty":48.798584,"marketCap":218574406479},{"date":"2022-06-17","current":22.556704,"twenty":8.587073,"median":34.425971,"eighty":48.798584,"marketCap":201363696105},{"date":"2022-06-24","current":23.028963,"twenty":8.631813,"median":34.428263,"eighty":48.804574,"marketCap":205579552893},{"date":"2022-07-01","current":21.615352,"twenty":8.691869,"median":34.428263,"eighty":48.804574,"marketCap":192960249768},{"date":"2022-07-08","current":22.558513,"twenty":8.730752,"median":34.428263,"eighty":48.804574,"marketCap":201379848813},{"date":"2022-07-15","current":22.367167,"twenty":8.770442,"median":34.428263,"eighty":48.804574,"marketCap":199671699942},{"date":"2022-07-22","current":23.184121,"twenty":8.820522,"median":34.428263,"eighty":48.804574,"marketCap":206964647604},{"date":"2022-07-29","current":24.222729,"twenty":8.871227,"median":34.428263,"eighty":48.804574,"marketCap":216236301996},{"date":"2022-08-05","current":24.944688,"twenty":8.905675,"median":34.428263,"eighty":48.804574,"marketCap":222681232488},{"date":"2022-08-12","current":25.251838,"twenty":8.98089,"median":34.428263,"eighty":48.804574,"marketCap":225423154671},{"date":"2022-08-19","current":24.808529,"twenty":9.102426,"median":34.428263,"eighty":48.804574,"marketCap":221465741211},{"date":"2022-08-26","current":23.561385,"twenty":9.307597,"median":34.428263,"eighty":48.804574,"marketCap":210332487222},{"date":"2022-09-02","current":19.950389,"twenty":9.542034,"median":34.428263,"eighty":48.804574,"marketCap":201997689894},{"date":"2022-09-09","current":20.896075,"twenty":9.662421,"median":34.428263,"eighty":48.804574,"marketCap":211572760614},{"date":"2022-09-16","current":20.100072,"twenty":9.777013,"median":34.428263,"eighty":48.804574,"marketCap":203513231640},{"date":"2022-09-23","current":18.747267,"twenty":9.923782,"median":34.428263,"eighty":48.804574,"marketCap":189816082398},{"date":"2022-09-30","current":17.760464,"twenty":10.339389,"median":34.428263,"eighty":48.804574,"marketCap":179824696478},{"date":"2022-10-07","current":18.419554,"twenty":12.209891,"median":34.428263,"eighty":48.804574,"marketCap":186497984376},{"date":"2022-10-14","current":17.084328,"twenty":12.309588,"median":34.428263,"eighty":48.804574,"marketCap":172978824546},{"date":"2022-10-21","current":17.989546,"twenty":12.567965,"median":34.428263,"eighty":48.804574,"marketCap":182144150698},{"date":"2022-10-28","current":18.916364,"twenty":12.688712,"median":34.428263,"eighty":48.804574,"marketCap":191528181053},{"date":"2022-11-04","current":18.612358,"twenty":12.792684,"median":34.428263,"eighty":48.804574,"marketCap":188450121895},{"date":"2022-11-11","current":20.723998,"twenty":12.851027,"median":34.428263,"eighty":48.804574,"marketCap":209830482812},{"date":"2022-11-18","current":20.606796,"twenty":13.01067,"median":34.428263,"eighty":48.804574,"marketCap":208643810005},{"date":"2022-11-25","current":21.196807,"twenty":13.294619,"median":34.428263,"eighty":48.804574,"marketCap":214617674819},{"date":"2022-12-02","current":21.632416,"twenty":13.347693,"median":34.428263,"eighty":48.804574,"marketCap":219028209587},{"date":"2022-12-09","current":19.192331,"twenty":13.67444,"median":34.428263,"eighty":48.804574,"marketCap":220615840100},{"date":"2022-12-16","current":20.209403,"twenty":13.823201,"median":34.428263,"eighty":48.804574,"marketCap":232307084087},{"date":"2022-12-23","current":20.082892,"twenty":14.648714,"median":34.428263,"eighty":48.804574,"marketCap":230852840320},{"date":"2022-12-30","current":20.326462,"twenty":15.484508,"median":34.428263,"eighty":48.804574,"marketCap":233652677458},{"date":"2023-01-06","current":21.391626,"twenty":15.484508,"median":34.332995,"eighty":48.580803,"marketCap":245896741360},{"date":"2023-01-13","current":21.04881,"twenty":15.484508,"median":34.174754,"eighty":48.156125,"marketCap":241956075060},{"date":"2023-01-20","current":20.749983,"twenty":15.484508,"median":34.073774,"eighty":47.915874,"marketCap":238521050989},{"date":"2023-01-27","current":21.484692,"twenty":15.484508,"median":33.840136,"eighty":47.634687,"marketCap":246966529878},{"date":"2023-02-03","current":21.725717,"twenty":15.484508,"median":33.601762,"eighty":47.424319,"marketCap":249737114986},{"date":"2023-02-10","current":21.566851,"twenty":15.484508,"median":33.473401,"eighty":47.216287,"marketCap":247910952555},{"date":"2023-02-17","current":21.60205,"twenty":15.484508,"median":33.39481,"eighty":47.069399,"marketCap":248315565041},{"date":"2023-02-24","current":20.954993,"twenty":15.484508,"median":33.265248,"eighty":46.886763,"marketCap":240877646876},{"date":"2023-03-03","current":20.615192,"twenty":15.484508,"median":33.204926,"eighty":46.722025,"marketCap":263812617632},{"date":"2023-03-10","current":20.031037,"twenty":15.484508,"median":33.076248,"eighty":46.594337,"marketCap":256337176337},{"date":"2023-03-17","current":20.556875,"twenty":15.60314,"median":32.997377,"eighty":46.485008,"marketCap":263066324274},{"date":"2023-03-24","current":20.72629,"twenty":16.364441,"median":32.997377,"eighty":46.485008,"marketCap":265234327326},{"date":"2023-03-31","current":20.901243,"twenty":16.756207,"median":32.994374,"eighty":46.484531,"marketCap":267473207402},{"date":"2023-04-06","current":20.493018,"twenty":17.080383,"median":32.982139,"eighty":46.484054,"marketCap":262249153892},{"date":"2023-04-14","current":20.337613,"twenty":17.404815,"median":32.994374,"eighty":46.484531,"marketCap":260260428015},{"date":"2023-04-21","current":20.623663,"twenty":17.668723,"median":32.994374,"eighty":46.484531,"marketCap":263921017785},{"date":"2023-04-28","current":20.147672,"twenty":17.810254,"median":32.994374,"eighty":46.484531,"marketCap":257829763054},{"date":"2023-05-05","current":19.878889,"twenty":18.016731,"median":32.994374,"eighty":46.484531,"marketCap":254390142826},{"date":"2023-05-12","current":20.449361,"twenty":18.215075,"median":32.994374,"eighty":46.484531,"marketCap":261690476182},{"date":"2023-05-19","current":22.085844,"twenty":18.296443,"median":32.994374,"eighty":46.484531,"marketCap":282632551825},{"date":"2023-05-26","current":23.744156,"twenty":18.436355,"median":32.994374,"eighty":46.484531,"marketCap":303853966323},{"date":"2023-06-02","current":24.061137,"twenty":18.48624,"median":32.994374,"eighty":46.484531,"marketCap":329348848376},{"date":"2023-06-09","current":24.246172,"twenty":18.533738,"median":32.994374,"eighty":46.484531,"marketCap":331881602701},{"date":"2023-06-16","current":26.634911,"twenty":18.632043,"median":32.994374,"eighty":46.484531,"marketCap":364578667339},{"date":"2023-06-23","current":25.398785,"twenty":18.735199,"median":32.997377,"eighty":46.485008,"marketCap":347658565734},{"date":"2023-06-30","current":26.005994,"twenty":18.906282,"median":33.000381,"eighty":46.485485,"marketCap":355970049790},{"date":"2023-07-07","current":25.566717,"twenty":19.01622,"median":33.000381,"eighty":46.485485,"marketCap":349957223440},{"date":"2023-07-14","current":26.843847,"twenty":19.185098,"median":33.000381,"eighty":46.485485,"marketCap":367438577195},{"date":"2023-07-21","current":26.782945,"twenty":19.240291,"median":33.000381,"eighty":46.485485,"marketCap":366604952677},{"date":"2023-08-04","current":26.681643,"twenty":19.410566,"median":33.1341,"eighty":46.548449,"marketCap":365218329716},{"date":"2023-08-10","current":25.649025,"twenty":19.614158,"median":33.139484,"eighty":46.566394,"marketCap":351083854595},{"date":"2023-08-18","current":24.936594,"twenty":19.833201,"median":33.19541,"eighty":46.594337,"marketCap":341332098475},{"date":"2023-08-23","current":25.801581,"twenty":19.950103,"median":33.19541,"eighty":46.594337,"marketCap":353172042744},{"date":"2023-08-31","current":26.901734,"twenty":20.065145,"median":33.226478,"eighty":46.602448,"marketCap":368230933173},{"date":"2023-09-08","current":25.416879,"twenty":20.091961,"median":33.239907,"eighty":46.608232,"marketCap":353726708993},{"date":"2023-09-15","current":25.850167,"twenty":20.122372,"median":33.240665,"eighty":46.629634,"marketCap":359756774706},{"date":"2023-09-22","current":23.973476,"twenty":20.15093,"median":33.289323,"eighty":46.661736,"marketCap":333638872013},{"date":"2023-09-29","current":24.674566,"twenty":20.241699,"median":33.356571,"eighty":46.675755,"marketCap":343395939328},{"date":"2023-10-27","current":24.518867,"twenty":20.417889,"median":33.548999,"eighty":46.767574,"marketCap":341229077932},{"date":"2023-11-03","current":25.840084,"twenty":20.4615,"median":33.548999,"eighty":46.767574,"marketCap":359616444635},{"date":"2023-11-10","current":27.028733,"twenty":20.493995,"median":33.548999,"eighty":46.767574,"marketCap":376158883635},{"date":"2023-11-17","current":28.457308,"twenty":20.560393,"median":33.548999,"eighty":46.767574,"marketCap":396040352863},{"date":"2023-11-24","current":29.03028,"twenty":20.606245,"median":33.548999,"eighty":46.767574,"marketCap":404014402800},{"date":"2023-12-01","current":27.45431,"twenty":20.637933,"median":33.548999,"eighty":46.767574,"marketCap":382081638117},{"date":"2023-12-08","current":27.030922,"twenty":20.693035,"median":33.543908,"eighty":46.760656,"marketCap":380649445919},{"date":"2023-12-15","current":32.4306,"twenty":20.744229,"median":33.543908,"eighty":46.760656,"marketCap":456687707820},{"date":"2023-12-22","current":37.475514,"twenty":20.853712,"median":33.743027,"eighty":46.760656,"marketCap":527730182028},{"date":"2023-12-29","current":37.313283,"twenty":20.897042,"median":33.850581,"eighty":46.767574,"marketCap":525445656051},{"date":"2024-01-05","current":34.873181,"twenty":20.901243,"median":33.985781,"eighty":46.774493,"marketCap":491084138286},{"date":"2024-01-12","current":36.567623,"twenty":20.974144,"median":34.174754,"eighty":46.774493,"marketCap":514945263088},{"date":"2024-01-19","current":38.028027,"twenty":21.064519,"median":34.330569,"eighty":46.781411,"marketCap":535510678284},{"date":"2024-01-26","current":40.889994,"twenty":21.158404,"median":34.428263,"eighty":46.774493,"marketCap":575812899870},{"date":"2024-02-02","current":39.89301,"twenty":21.229314,"median":34.564178,"eighty":46.774493,"marketCap":561773364205},{"date":"2024-02-09","current":42.377991,"twenty":21.364256,"median":34.838775,"eighty":46.774493,"marketCap":596766871738},{"date":"2024-02-16","current":42.055858,"twenty":21.549374,"median":35.038167,"eighty":46.774493,"marketCap":592230589624},{"date":"2024-02-23","current":43.379962,"twenty":21.622178,"median":35.269202,"eighty":46.774493,"marketCap":610876628488},{"date":"2024-03-01","current":42.797492,"twenty":21.784488,"median":35.467072,"eighty":46.767574,"marketCap":602674283955},{"date":"2024-03-08","current":56.050708,"twenty":21.848747,"median":35.620985,"eighty":46.794353,"marketCap":652037881312},{"date":"2024-03-15","current":50.284736,"twenty":21.918657,"median":35.802006,"eighty":47.026543,"marketCap":584962336048},{"date":"2024-03-22","current":53.699977,"twenty":22.068156,"median":35.922359,"eighty":47.169455,"marketCap":624691827476},{"date":"2024-03-28","current":52.533954,"twenty":22.165958,"median":36.017982,"eighty":47.311872,"marketCap":611127487869},{"date":"2024-04-05","current":52.484955,"twenty":22.396841,"median":36.205024,"eighty":47.481026,"marketCap":610557479747},{"date":"2024-04-12","current":55.072752,"twenty":22.553718,"median":36.363918,"eighty":47.728528,"marketCap":640661323303},{"date":"2024-04-19","current":50.154105,"twenty":22.888371,"median":36.496257,"eighty":48.13173,"marketCap":583442703170},{"date":"2024-04-26","current":51.565522,"twenty":23.13789,"median":36.601894,"eighty":48.332336,"marketCap":599861717597},{"date":"2024-05-03","current":49.340638,"twenty":23.41645,"median":36.772908,"eighty":48.75363,"marketCap":573979641511},{"date":"2024-05-10","current":52.013686,"twenty":23.855326,"median":36.945968,"eighty":49.001266,"marketCap":605075206513},{"date":"2024-05-17","current":56.254709,"twenty":23.997092,"median":37.196661,"eighty":49.207228,"marketCap":654411031404},{"date":"2024-05-24","current":55.504184,"twenty":24.123483,"median":37.313283,"eighty":49.307301,"marketCap":645680175299},{"date":"2024-05-31","current":54.340552,"twenty":24.261327,"median":37.456336,"eighty":49.467517,"marketCap":632143640966},{"date":"2024-06-07","current":55.822082,"twenty":24.586841,"median":37.539731,"eighty":49.626459,"marketCap":649378276770},{"date":"2024-06-14","current":76.0781,"twenty":24.69924,"median":37.632899,"eighty":49.815569,"marketCap":781550325062},{"date":"2024-06-21","current":78.596078,"twenty":24.688293,"median":37.840765,"eighty":49.937111,"marketCap":807417514005},{"date":"2024-06-28","current":71.89446,"twenty":24.676234,"median":37.889543,"eighty":49.990646,"marketCap":738571783490},{"date":"2024-07-05","current":78.354113,"twenty":24.676234,"median":37.968846,"eighty":50.102856,"marketCap":804931806088},{"date":"2024-07-12","current":77.299707,"twenty":24.676234,"median":38.117633,"eighty":50.148555,"marketCap":794099891625},{"date":"2024-07-15","current":77.060461,"twenty":24.676234,"median":38.126177,"eighty":50.161348,"marketCap":791642113010},{"date":"2024-08-02","current":66.617445,"twenty":24.632157,"median":38.262483,"eighty":50.223987,"marketCap":684361007454},{"date":"2024-08-09","current":66.037453,"twenty":24.632157,"median":38.371799,"eighty":50.367698,"marketCap":678402756267},{"date":"2024-08-16","current":75.276534,"twenty":24.632157,"median":38.489792,"eighty":50.571194,"marketCap":773315835726},{"date":"2024-08-23","current":73.559216,"twenty":24.632157,"median":38.559449,"eighty":50.915784,"marketCap":755673826351},{"date":"2024-08-30","current":71.107846,"twenty":24.632157,"median":38.759037,"eighty":51.205717,"marketCap":730490905318},{"date":"2024-09-06","current":139.619104,"twenty":24.632157,"median":38.833183,"eighty":51.514968,"marketCap":711359333146},{"date":"2024-09-13","current":150.851816,"twenty":24.632157,"median":38.972354,"eighty":52.013686,"marketCap":768590000218},{"date":"2024-09-20","current":153.473572,"twenty":24.632157,"median":39.099881,"eighty":52.453934,"marketCap":781947847815},{"date":"2024-09-27","current":163.254739,"twenty":24.632157,"median":39.188829,"eighty":52.659032,"marketCap":831782894621},{"date":"2024-10-04","current":157.571212,"twenty":24.632157,"median":39.326369,"eighty":52.750365,"marketCap":802825322906},{"date":"2024-10-11","current":170.221643,"twenty":24.632157,"median":39.398694,"eighty":52.880154,"marketCap":867279272852},{"date":"2024-10-18","current":166.40818,"twenty":24.632157,"median":39.465377,"eighty":53.042271,"marketCap":847849676346},{"date":"2024-10-25","current":157.076195,"twenty":24.632157,"median":39.547337,"eighty":53.326308,"marketCap":800303211822},{"date":"2024-10-31","current":161.925527,"twenty":24.632157,"median":39.610403,"eighty":53.517882,"marketCap":825010559301},{"date":"2024-11-08","current":168.498251,"twenty":24.609499,"median":39.72095,"eighty":53.84623,"marketCap":858498589816},{"date":"2024-11-15","current":156.186998,"twenty":24.609499,"median":39.72095,"eighty":54.358466,"marketCap":795772753021},{"date":"2024-11-22","current":150.283463,"twenty":24.609499,"median":39.72095,"eighty":55.411385,"marketCap":765694243047},{"date":"2024-11-29","current":148.578405,"twenty":24.609499,"median":39.72095,"eighty":55.592076,"marketCap":757006971532},{"date":"2024-12-06","current":156.2695,"twenty":24.609499,"median":39.72095,"eighty":56.038946,"marketCap":796193104869},{"date":"2024-12-13","current":143.135925,"twenty":24.609499,"median":39.72095,"eighty":56.278495,"marketCap":843786275154},{"date":"2024-12-20","current":172.973735,"twenty":24.609499,"median":39.72095,"eighty":56.9721,"marketCap":1019680170440},{"date":"2024-12-27","current":195.095794,"twenty":24.609499,"median":39.72095,"eighty":57.232622,"marketCap":1150089706436},{"date":"2025-01-03","current":184.456808,"twenty":24.609499,"median":39.72095,"eighty":57.464797,"marketCap":1087372881068},{"date":"2025-01-10","current":182.333781,"twenty":24.586841,"median":39.718125,"eighty":57.928966,"marketCap":1074857640132},{"date":"2025-01-17","current":182.413295,"twenty":24.586841,"median":39.718125,"eighty":58.360249,"marketCap":1075326375747},{"date":"2025-01-24","current":191.056478,"twenty":24.586841,"median":39.718125,"eighty":58.588344,"marketCap":1126277937163},{"date":"2025-01-31","current":171.480107,"twenty":24.586841,"median":39.718125,"eighty":58.915382,"marketCap":1010875228602},{"date":"2025-02-07","current":183.96382,"twenty":24.586841,"median":39.718125,"eighty":59.20771,"marketCap":1084466720252},{"date":"2025-02-14","current":187.494246,"twenty":24.586841,"median":39.718125,"eighty":59.370956,"marketCap":1105278581584},{"date":"2025-02-21","current":180.290269,"twenty":24.586841,"median":39.718125,"eighty":59.668392,"marketCap":1062811134811},{"date":"2025-02-28","current":157.278888,"twenty":24.586841,"median":39.718125,"eighty":59.810808,"marketCap":927159047656},{"date":"2025-03-07","current":83.764658,"twenty":24.564183,"median":39.72095,"eighty":60.489484,"marketCap":843761395385},{"date":"2025-03-14","current":89.324422,"twenty":24.564183,"median":39.886818,"eighty":60.892392,"marketCap":899764906485},{"date":"2025-03-21","current":88.941657,"twenty":24.564183,"median":39.999354,"eighty":61.237218,"marketCap":895909308537},{"date":"2025-03-28","current":80.282752,"twenty":24.564183,"median":40.076231,"eighty":61.57706,"marketCap":808688159836},{"date":"2025-04-04","current":71.889916,"twenty":24.564183,"median":40.136747,"eighty":61.932453,"marketCap":724147121905},{"date":"2025-04-11","current":80.427456,"twenty":24.586841,"median":40.246368,"eighty":62.018542,"marketCap":810145763939},{"date":"2025-04-17","current":81.505735,"twenty":24.586841,"median":40.343829,"eighty":62.128643,"marketCap":821007265475},{"date":"2025-04-25","current":87.826035,"twenty":24.564183,"median":40.517746,"eighty":63.047549,"marketCap":884671651103},{"date":"2025-05-02","current":92.111143,"twenty":24.564183,"median":40.554364,"eighty":63.812426,"marketCap":927835540325},{"date":"2025-05-09","current":96.984402,"twenty":24.564183,"median":40.621088,"eighty":63.986141,"marketCap":976923884931},{"date":"2025-05-16","current":108.593403,"twenty":24.564183,"median":40.661458,"eighty":64.503407,"marketCap":1093861349522},{"date":"2025-05-23","current":107.608482,"twenty":24.564183,"median":40.661458,"eighty":65.11115,"marketCap":1083940237730},{"date":"2025-05-30","current":112.948529,"twenty":24.564183,"median":40.661458,"eighty":65.338681,"marketCap":1137730531052},{"date":"2025-06-06","current":94.617754,"twenty":24.564183,"median":40.661458,"eighty":65.853078,"marketCap":1222177530009},{"date":"2025-06-13","current":93.242844,"twenty":24.564183,"median":40.661458,"eighty":66.368941,"marketCap":1204417813592},{"date":"2025-06-20","current":91.491377,"twenty":24.541525,"median":40.657298,"eighty":67.156667,"marketCap":1181794118183},{"date":"2025-06-27","current":98.377081,"twenty":24.541525,"median":40.657298,"eighty":67.562012,"marketCap":1270736754396},{"date":"2025-07-03","current":100.201374,"twenty":24.541525,"median":40.657298,"eighty":68.510446,"marketCap":1294301144001},{"date":"2025-07-11","current":100.281482,"twenty":24.541525,"median":40.657298,"eighty":71.038066,"marketCap":1295335907616},{"date":"2025-07-18","current":104.305122,"twenty":24.541525,"median":40.657298,"eighty":71.93937,"marketCap":1347309261934},{"date":"2025-07-25","current":105.128057,"twenty":24.541525,"median":40.657298,"eighty":73.473124,"marketCap":1357939106347},{"date":"2025-08-01","current":106.945067,"twenty":24.541525,"median":40.657298,"eighty":75.179567,"marketCap":1381409426532},{"date":"2025-08-08","current":110.608217,"twenty":24.541525,"median":40.657298,"eighty":76.863989,"marketCap":1428726344581},{"date":"2025-08-15","current":113.328271,"twenty":24.541525,"median":40.657298,"eighty":78.314131,"marketCap":1463861272794},{"date":"2025-08-22","current":105.452133,"twenty":24.541525,"median":40.657298,"eighty":78.653966,"marketCap":1362125195518},{"date":"2025-08-29","current":112.388815,"twenty":24.541525,"median":40.657298,"eighty":79.684331,"marketCap":1451726317668},{"date":"2025-09-05","current":76.047563,"twenty":24.518867,"median":40.651475,"eighty":80.427456,"marketCap":1439732466671},{"date":"2025-09-12","current":89.705479,"twenty":24.541525,"median":40.657298,"eighty":83.134014,"marketCap":1698304132861},{"date":"2025-09-19","current":86.143501,"twenty":24.541525,"median":40.657298,"eighty":83.747919,"marketCap":1630868760347},{"date":"2025-09-26","current":83.836197,"twenty":24.541525,"median":40.657298,"eighty":84.869208,"marketCap":1587186883894},{"date":"2025-10-03","current":84.355029,"twenty":24.541525,"median":40.657298,"eighty":84.869208,"marketCap":1597009403139},{"date":"2025-10-10","current":86.061186,"twenty":24.541525,"median":40.657298,"eighty":86.00766,"marketCap":1629310379890},{"date":"2025-10-17","current":88.338558,"twenty":24.541525,"median":40.657298,"eighty":86.134518,"marketCap":1672425572541},{"date":"2025-10-24","current":85.879096,"twenty":24.541525,"median":40.657298,"eighty":86.314615,"marketCap":1625863053424},{"date":"2025-10-31","current":93.906019,"twenty":24.541525,"median":40.657298,"eighty":87.787856,"marketCap":1777828759832},{"date":"2025-11-07","current":88.697749,"twenty":24.541525,"median":40.657298,"eighty":88.33756,"marketCap":1679225778172},{"date":"2025-11-14","current":84.804018,"twenty":24.541525,"median":40.657298,"eighty":88.679291,"marketCap":1605509660179}],"updateTime":1763388656591},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"AVGO\",pageSize:20,pageCount:5,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2577734877","title":"博通首发800G AI以太网网卡!突破大规模GPU集群瓶颈,开放生态+光模块需求成关键","url":"https://stock-news.laohu8.com/highlight/detail?id=2577734877","media":"光模块大佬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577734877?lang=zh_cn&edition=fundamental","pubTime":"2025-10-22 00:00","pubTimestamp":1761062445,"startTime":"0","endTime":"0","summary":"开放生态系统与可插拔光模块,正成为AI算力扩张的关键基石。半导体巨头博通近日宣布推出业界首款800G AI以太网网络接口卡Thor Ultra,为驱动万亿参数AI工作负载的大规模GPU集群,提供了全新的网络解决方案。作为业界首款800G以太网卡,它精准瞄准大规模AI工作负载的痛点。博通Thor Ultra 800G以太网网卡的发布,绝非单纯的产品升级,更是AI基础设施走向开放生态的重要里程碑。#博通#800G以太网网卡#AI基础设施#GPU集群#光模块#投资策略","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=nesSN20251022000147a6c635a3&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022000147a6c635a3&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1814569148.SGD","LU0889565833.HKD","LU1232071149.USD","SG9999004303.SGD","LU2133065610.SGD","SG9999015952.SGD","IE00BN8TJ469.HKD","IE00B1BXHZ80.USD","LU1037948541.HKD","LU1548497426.USD","LU0868494708.USD","SGXZ23171101.USD","LU2360108059.USD","BK4533","LU0187121727.USD","LU1815333072.USD","LU2237443895.HKD","LU2471134952.CNY","LU0106261372.USD","LU1815336760.USD","LU2242649171.HKD","LU0965509283.SGD","LU2087625088.SGD","IE00BMPRXQ63.HKD","LU0689626769.HKD","LU1316542783.SGD","LU1935042488.USD","LU1974910355.USD","LU2041044095.USD","SG9999001424.SGD","LU0912757837.SGD","IE0009356076.USD","LU2237443465.HKD","BK4512","IE00B19Z9Z06.USD","IE00B775H168.HKD","IE00B1XK9C88.USD","LU0640476718.USD","LU0203202063.USD","LU0061474960.USD","LU1868836591.USD","LU1732800096.USD","SGXZ51526630.SGD","BK4515","AVGO","LU2242650005.HKD","IE00BJLML261.HKD","LU1935043536.SGD","LU2023250330.USD","IE00B5949003.HKD"],"gpt_icon":1},{"id":"2577338921","title":"多家投行预警AI领域投资过热风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2577338921","media":"金融时报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577338921?lang=zh_cn&edition=fundamental","pubTime":"2025-10-22 00:00","pubTimestamp":1761062400,"startTime":"0","endTime":"0","summary":"近日,高盛、花旗、摩根大通等投行相继就AI领域投资过热风险发出警示。一年多来,因为投资者押注于人工智能带来的持续盈利增长和生产力提升,AI是市场上最热门的交易之一,推动美股不断创下新高。美联储2025年二季度数据显示,美国家庭股票持仓占其金融资产比例已达到45%,创下历史新高。摩根大通在今年9月份发布的一份报告中称,30只与AI相关的股票过去一年令美国家庭的财富大幅增长了逾5万亿美元。","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=nesSN20251022103430973bac13&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022103430973bac13&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1861220033.SGD","LU1244550221.USD","SDS","UPRO","MSFT","MESmain","IE000M9KFDE8.USD","ESmain","LU0208291251.USD","LU1861215975.USD","SH","LU1551013425.SGD","LU1267930490.SGD","BK4550","META","LU2290526834.HKD","LU0215105999.USD","LU2456880835.USD","AI","LU0882574139.USD","LU0742534661.SGD","OEF","IVV","NVDA","SPY","LU2471134879.HKD","AVGO","GOOG","BK4592","LU2430703178.SGD","OEX","LU2360107168.USD","SPXU","IE00BBT3K403.USD","LU2430703251.USD","BK4552","AMZN","LU0466842654.USD","LU0971096721.USD","LU1496350171.SGD","LU0056508442.USD","LU1868836757.USD","LU0310799852.SGD","SSO","BK4516","TSYW.SI","BK4533","LU0417517546.SGD",".SPX","LU2237438978.USD","LU0006306889.USD","LU0203347892.USD","IE00B19Z3581.USD","IE00BDRTCR15.USD","LU0820562030.AUD"],"gpt_icon":1},{"id":"2577216338","title":"浦视角 | 美股重拾上行势头,如何看未来机遇?","url":"https://stock-news.laohu8.com/highlight/detail?id=2577216338","media":"浦银安盛基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577216338?lang=zh_cn&edition=fundamental","pubTime":"2025-10-21 18:09","pubTimestamp":1761041368,"startTime":"0","endTime":"0","summary":"展望下一阶段,如何看待美股的未来投资机遇?同时,美联储主席鲍威尔此前也释放了降息信号,表示美国就业形势下行的风险在上升,这改变了美联储对风险平衡的评估。整体来看,美联储较为鸽派的表态缓解了不少投资者对美股的担忧,推动市场情绪回暖。值得注意的是,在短期的维度,关键宏观数据或持续影响美联储降息的节奏与幅度,关税的不确定性很可能继续构成扰动。","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=nesSN20251021184949a46c3536&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021184949a46c3536&s=b","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":"tencent","symbols":["SH","BK4534","AMD","QQQ","MESmain","SPXU","OEX","SDS","OEF","BK4559","TQQQ","BK4504",".SPX","BK4593","BK4581","SSO","ESmain","BK4550","IVV","SPY","UPRO","BK4588","AVGO","BK4585"],"gpt_icon":0},{"id":"2577464788","title":"AI“万亿闭环”内幕:Altman、黄仁勋、纳德拉、孙正义等当代科技巨头的“攻守道”","url":"https://stock-news.laohu8.com/highlight/detail?id=2577464788","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577464788?lang=zh_cn&edition=fundamental","pubTime":"2025-10-21 15:04","pubTimestamp":1761030291,"startTime":"0","endTime":"0","summary":"Sam Altman利用算力稀缺和巨头间的FOMO情绪,构建了一个“庞大而不能倒”的AI商业生态。微软选择旁观,在保持关键话语权的同时,让竞争者冒险出牌;黄仁勋则以史上最大计算项目的激进姿态,将英伟达与OpenAI的命运深度捆绑;而孙正义在重压下重燃野心,用5000亿美元的“星际之门”点燃全球算力军备竞赛。","market":"sg","thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3757557","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"935ed92def3a6ec518d951299af1c6fd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3757557","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0072462426.USD","BK4614","AMD","LU1267930813.SGD","LU0127658192.USD","LU0345769128.USD","IE00BBT3K403.USD","LU0061474705.USD","LU1974910355.USD","LU1989764748.USD","LU1121112475.USD","LU1334329650.SGD","LU2125154935.USD","IE0004445239.USD","HK0000320264.USD","LU0345768153.USD","LU2506952170.USD","LU2237443895.HKD","IE00BWXC8680.SGD","IE00BJTD4N35.SGD","SGXZ23171101.USD","LU1989773731.SGD","HK0000320223.HKD","LU1221951129.SGD","BK4588","LU0417517546.SGD","AVGO","LU2237443622.USD"],"gpt_icon":1},{"id":"2577846918","title":"大行评级丨美银:2027年全球半导体销售额可望达到约1万亿美元 首选英伟达和博通等","url":"https://stock-news.laohu8.com/highlight/detail?id=2577846918","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577846918?lang=zh_cn&edition=fundamental","pubTime":"2025-10-21 14:43","pubTimestamp":1761028989,"startTime":"0","endTime":"0","summary":null,"market":"fut","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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["SG9999003800.SGD","LU1935042991.SGD","NVDY","LU0251132253.USD","IE00BYXW3230.USD","IE00BK4W5M84.HKD","SOXL","LU2065169927.USD","LU0957791311.USD","SMH","NVDD","SOXX","LU2242649171.HKD","LU2360106780.USD","NVD","NVDU","IE00BN29S564.USD","LU1670711040.USD","SG9999015952.SGD","159582","LU2452424414.USD","LU1778281490.HKD","NVDX","IE00B5949003.HKD","LU2264538146.SGD","LU1935043023.USD","SNVD.UK","LU0472753341.HKD","IE00B4JS1V06.HKD","NVD3.UK","NVDL","2NVD.UK","LU2272731865.HKD","IE00B775H168.HKD","3NVD.UK","BK4554","SG9999018857.SGD","LU0889565833.HKD","AVGO","LU1242518857.USD","LU1267930490.SGD","LU0053666078.USD","NVDA","NVIW.SI","NVD2.UK","LU0057025933.USD","NVDS","LU2347655156.SGD","IE00BK4W5L77.USD","NVDS.UK"],"gpt_icon":0},{"id":"2577820989","title":"两大巨头联手,打造首款AI处理器","url":"https://stock-news.laohu8.com/highlight/detail?id=2577820989","media":"与非网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577820989?lang=zh_cn&edition=fundamental","pubTime":"2025-10-21 11:43","pubTimestamp":1761018194,"startTime":"0","endTime":"0","summary":"近日,OpenAI 宣布已与博通达成合作,联合打造OpenAI的首款AI处理器。届时,这些机架将全面使用博通的以太网和连接技术,部署在OpenAI的自有设施和合作伙伴的数据中心。毕竟,这是OpenAI首次涉足AI芯片的自研与定制,经验尚浅。今年9月,博通曾公布一笔价值约100亿美元的定制AI芯片大单,当时业内就猜测该客户极可能是OpenAI,如今也正式坐实了这一传闻。值得注意的是,AI芯片自研潮正在蔓延。","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=nesSN20251021115532a46b77db&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021115532a46b77db&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0787776722.HKD","LU2896262040.SGD","LU2458330169.SGD","BK4566","LU1935042215.USD","LU2471134523.USD","IE00BMCWC346.EUR","LU0943347566.SGD","LU2106854487.HKD","LU0345770308.USD","LU0210528500.USD","LU0912757837.SGD","LU0354030511.USD","LU0861579265.USD","LU2458330243.SGD","LU2168564495.EUR","LU0689626769.HKD","LU0965509010.AUD","LU2247934214.USD","LU1720051108.HKD","IE00BMPRXR70.SGD","SG9999015945.SGD","LU0354030438.USD","LU0889565833.HKD","LU2168564222.USD","LU2471134796.USD","LU1629891620.HKD","LU1732800096.USD","IE00BYV24P56.USD","LU1323610961.USD","LU0820562030.AUD","LU0511384066.AUD","IE00BVYPNV92.GBP","IE00BFSS7M15.SGD","LU2487616109.SGD","LU0096364046.USD","AVGO","LU2750360641.GBP","LU0795875086.SGD","LU0187121727.USD","LU0444971666.USD","LU1670627923.USD","SGXZ99366536.SGD","LU1992135399.USD","LU0210536198.USD","IE00BVYPNQ40.USD","LU0069063385.USD","LU0965509101.SGD","LU2750360997.AUD","LU0109392836.USD"],"gpt_icon":1},{"id":"2577817274","title":"OpenAI博通官宣:开发定制AI加速器及网络系统","url":"https://stock-news.laohu8.com/highlight/detail?id=2577817274","media":"电子工程专辑","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577817274?lang=zh_cn&edition=fundamental","pubTime":"2025-10-21 11:19","pubTimestamp":1761016775,"startTime":"0","endTime":"0","summary":"根据协议,OpenAI将设计这些加速器和系统,并与博通合作开发和部署。对于博通而言,此次合作强调了定制加速器的重要性,以及选择以太网作为 AI 数据中心纵向和横向扩展网络的技术。OpenAI 公开信中指出,其周活跃用户已超过 8 亿,并在全球大型企业、小型企业和开发者中广泛采用。随着业务的快速扩张,OpenAI对算力的需求呈爆发式增长。10月6日,AMD成为OpenAI算力版图的第二块拼图。","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=nesSN20251021122337a46b830c&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021122337a46b830c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE00BJTD4V19.USD","2NVD.UK","LU2417539215.USD","IE0004445015.USD","NVDY","LU2458330243.SGD","NVDS.UK","LU1162221912.USD","IE00BMCWC346.EUR","LU2552382058.USD","LU0234570918.USD","3NVD.UK","NVDS","NVD","NVDA","IE00BDGV0183.EUR","LU2505996509.AUD","BK4587","LU1267930730.SGD","LU0175139822.USD","LU0957808578.USD","LU1429558221.USD","NVDU","BK4551","LU2191332357.HKD","LU1670710588.SGD","LU0053666078.USD","NVIW.SI","LU0545039389.USD","AVGO","LU1868837136.USD","IE00BQXX3C00.GBP","LU1316542783.SGD","IE00BKVL7J92.USD","NVD3.UK","LU0965508806.USD","LU1551013342.USD","IE00B3S45H60.SGD","BK4585","IE00BJTD4N35.SGD","NVDX","SNVD.UK","LU0082616367.USD","SG9999000418.SGD","LU0787776722.HKD","IE00B1BXHZ80.USD","NVDD","NVD2.UK","LU2347655156.SGD"],"gpt_icon":1},{"id":"2577281369","title":"美国AI产业链财报季前瞻,这家投行称:小心“利好出尽”,抱紧“英伟达、博通和AMD”","url":"https://stock-news.laohu8.com/highlight/detail?id=2577281369","media":"华尔街见闻","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577281369?lang=zh_cn&edition=fundamental","pubTime":"2025-10-21 09:03","pubTimestamp":1761008604,"startTime":"0","endTime":"0","summary":"巴克莱称,虽然仍处于AI投资周期早期阶段,但部分股票已充分定价AI部署收益,财报季可能出现\"利好出尽\"行情,建议投资者对AI概念股更具选择性,将敞口集中于英伟达、博通和AMD三大龙头,同时下调Marvell、Astera Labs和Lumentum至中性评级,上调KLA至增持评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3757532","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3757532","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDA","AMD","AVGO","GFS"],"gpt_icon":1},{"id":"2577598890","title":"OCP 峰会:博通宣称 AI 效率提升 90%,重塑光互联供应链","url":"https://stock-news.laohu8.com/highlight/detail?id=2577598890","media":"半导体产业研究","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577598890?lang=zh_cn&edition=fundamental","pubTime":"2025-10-21 08:01","pubTimestamp":1761004888,"startTime":"0","endTime":"0","summary":"博通表示,其最新架构使AI 训练效率提升高达 90%,同时为光背板在大规模系统中替代铜缆铺平了道路。然而,最引人注目的数据是在24000 颗 GPU 集群中观测到的 ——AI 训练效率提升 90%。简化AI 网络架构CPO 技术还可能简化超大规模 AI 网络拓扑。此举旨在借助现有光模块供应链,降低量产难度。","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=nesSN20251021080543a46b09d9&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021080543a46b09d9&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2054465674.USD","LU0203347892.USD","LU1642822529.SGD","LU1670711040.USD","LU1992135472.HKD","LU1551013425.SGD","LU2403377893.USD","LU0942090050.USD","LU1162221912.USD","IE0004445239.USD","LU2125154778.USD","LU2347655156.SGD","LU2473716301.USD","LU0061475181.USD","AVGO","SGXZ81514606.USD","LU2272731600.USD","BK4605","LU1301847155.USD","LU1242518931.SGD","IE00BJLML261.HKD","LU0689472784.USD","LU2420271590.USD","LU2461242641.AUD","LU2041044095.USD","LU1670627923.USD","BK4566","IE00BJTD4V19.USD","LU0444973449.USD","IE00BFSS7M15.SGD","LU0965509010.AUD","LU1145028129.USD","IE00BDGV0183.EUR","LU1934455194.USD","LU0320765646.SGD","IE0005OL40V9.USD","LU0048584097.USD","LU2237438978.USD","LU0157215616.USD","LU0127658192.USD","LU0868494708.USD","LU2592432038.USD","LU0289739343.SGD","LU2279689827.SGD","LU2063271972.USD","LU0957808578.USD","LU0109391861.USD","LU0820561909.HKD","IE00BMPRXR70.SGD","LU0198837287.USD"],"gpt_icon":1},{"id":"2576876854","title":"AI需求强劲:全球半导体8月销售额达648.8亿美元,连续四个月创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2576876854","media":"橙芯视界","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576876854?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 19:01","pubTimestamp":1760958061,"startTime":"0","endTime":"0","summary":"根据美国半导体工业协会于10月3日发布的最新数据,2025年8月的全球半导体销售额环比增长4.4%,达到了648.8亿美元,这已是连续第四个月创下月度销售额的历史最高纪录。SK海力士作为HBM市场的领导者,其销售额也随之水涨船高。数据显示,该地区与排名第一的美洲市场的销售额差距,已从7月份的28亿美元,显著缩小至8月份的24.5亿美元。这一差距从7月份的仅6000万美元,在一个月内急剧扩大至8月份的6.8亿美元,差距扩大了超过10倍。","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=nesSN20251020203531a6c3c721&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020203531a6c3c721&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0203201768.USD","IE00BZ9MQY76.HKD","LU0476273544.USD","LU1127390331.HKD","LU2461242641.AUD","LU1815336760.USD","LU0868494708.USD","LU2237443978.SGD","SGXZ99366536.SGD","IE00BLSP4452.SGD","AVGO","SG9999004303.SGD","LU0719512351.SGD","LU1732799900.SGD","LU1917777945.USD","SG9999015986.USD","LU2458330243.SGD","LU0889565833.HKD","LU1145028129.USD","IE00BVYPNP33.GBP","LU2168564149.EUR","LU2087625088.SGD","NVDA","LU0964807845.USD","SG9999002224.SGD","SMH","LU0081259029.USD","IE0034235303.USD","LU0965509010.AUD","LU1162221912.USD","LU2298321311.HKD","IE00B19Z9Z06.USD","LU2931357623.SGD","LU2211814178.USD","LU0942090050.USD","IE00B1BXHZ80.USD","LU2125154778.USD","LU0080751232.USD","LU1242518931.SGD","LU2237443549.SGD","LU0006306889.USD","LU0061474960.USD","LU0234570918.USD","LU2108987350.USD","LU2237443895.HKD","SOXX","LU2089985449.USD","LU1244550221.USD","LU1934455194.USD","LU1323610961.USD"],"gpt_icon":1},{"id":"2576890038","title":"OpenAI和博通达成万亿级结盟合作,微美全息紧随布局加速AI芯片+场景生态奔跑","url":"https://stock-news.laohu8.com/highlight/detail?id=2576890038","media":"中金在线","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576890038?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 11:15","pubTimestamp":1760930103,"startTime":"0","endTime":"0","summary":"据新消息,OpenAI与博通宣布达成战略合作,将共同推出总容量达10GW(千兆瓦)的定制芯片,预计将在 2026 年下半年开始部署并完善网络系统,并在 2029 年年底前完成工作。不得不说,10月,OpenAI接连放大招,拓展自身产品与商业版图,并计划投入累计1万亿美元用于建设AI算力网络。万亿美元持续投入算力基建在日前举行的年度开发者大会上,OpenAI刚与AMD宣布达成一项为期多年的合作协议。OpenAI将陆续部署6千兆瓦的AMD GPU芯片。英伟达还计划逐步向OpenAI投资1000亿美元。","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=nesSN2025102011235094d307ef&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102011235094d307ef&s=b","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":"tencent","symbols":["LU0784385840.USD","IE00BN8TJ469.HKD","LU1670710661.SGD","LU2237443382.USD","LU0127658192.USD","AVGO","IE0004445015.USD","IE00BZ9MQY76.HKD","LU0444971666.USD","LU0708995401.HKD","LU0689626769.HKD","LU1670710588.SGD","LU0466842654.USD","LU2756315664.SGD","LU0251132253.USD","LU2168563687.JPY","IE00BYV24P56.USD","LU0316494557.USD","LU0965509010.AUD","LU2286300806.USD","BK4612","LU2089985449.USD","SG9999015945.SGD","LU2272731600.USD","LU2242649171.HKD","IE00BFSS7M15.SGD","LU0170899867.USD","LU0943347566.SGD","LU1804176565.USD","LU2023250504.SGD","LU0861579265.USD","LU0964807845.USD","IE00B775H168.HKD","LU1242518931.SGD","WIMI","NVDA","SG9999003800.SGD","LU0215105999.USD","AMD","LU0353189763.USD","LU2360106780.USD","LU2322448791.USD","SG9999002224.SGD","LU0354030511.USD","LU0345769128.USD","LU2458330169.SGD","LU1267930730.SGD","LU2054465674.USD","LU0820561818.USD","LU1162221912.USD","LU2125154778.USD","IE00BMPRXN33.USD"],"gpt_icon":1},{"id":"2576885675","title":"TMT行业周报(10月第3周):海外AI景气度进一步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2576885675","media":"世纪证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576885675?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 10:07","pubTimestamp":1760926049,"startTime":"0","endTime":"0","summary":"海外算力链需求确定性进一步提升。10月13日,OpenAI宣布将向博通采购10GW算力加速卡,目标与2026年下半年启动,至2029年底前完成相关部署。OpenAI通过向博通采购定制化算力加速卡有望将前沿模型与算力硬件实现深度融合,进一步释放算力性能。截至目前,OpenAI分别向英伟达、AMD、博通分别采购10/6/10GW订单,提前锁定未来5年算力资源。Anthropic发布轻量级低成本模型,有助于AI在多场景渗透率提升。","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=nesSN2025102010073594d2eb22&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102010073594d2eb22&s=b","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":"tencent","symbols":["LU1803068979.SGD","LU0823434740.USD","IE00BMPRXN33.USD","LU1852331112.SGD","LU2360106780.USD","LU0127658192.USD","IE0004445239.USD","BK4554","BK4573","LU0823421416.USD","LU0719512351.SGD","LU2458330169.SGD","IE00B5949003.HKD","AVGO","LU1880398554.USD","LU0082616367.USD","LU1861559042.SGD","BK4605","LU1923623000.USD","LU2054465674.USD","BK4529","LU1316542783.SGD","BK4575","BK4141","BK4534","LU1951198990.SGD","AMD","ORCL","LU1242518931.SGD","LU0081259029.USD","LU1242518857.USD","LU0889565833.HKD","LU2264538146.SGD","GFS","IE00BMPRXR70.SGD","LU1951200564.SGD","LU0056508442.USD","LU0642271901.SGD","LU1989764664.SGD","BK4612","BK4566","LU1988902786.USD","LU2458330243.SGD","BK4588","BK4512","LU0979878070.USD","LU1064131342.USD","BK4585","LU0109392836.USD","LU0823434583.USD","LU2098885051.SGD","LU1861558580.USD"],"gpt_icon":1},{"id":"2576188345","title":"OpenAI的芯片战略","url":"https://stock-news.laohu8.com/highlight/detail?id=2576188345","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576188345?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 09:45","pubTimestamp":1760924705,"startTime":"0","endTime":"0","summary":"Nanos 表示,在推理阶段,OpenAI 的模型在支持大量高带宽内存的芯片上运行效果最佳。与博通的协议涉及到 2030 年推出由 OpenAI 和博通联合开发的高达 10 千兆瓦的 AI 系统。这是在过去三周与 AMD 和英伟达宣布的 16 千兆瓦交易的基础上,OpenAI 和博通达成的一项协议,其计算能力规模令人难以置信。","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=nesSN20251020094952a4690eed&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020094952a4690eed&s=b","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":"tencent","symbols":["LU2168564065.EUR","LU0788109477.HKD","LU0823421333.USD","BK4548","LU1720051108.HKD","BK4141","LU2065170008.USD","BK4605","NVDU","3NVD.UK","LU0472753341.HKD","LU0308772762.SGD","LU1674673428.USD","2NVD.UK","AVGO","LU2249611893.SGD","NVDD","LU2168564149.EUR","NVDS","LU0965508806.USD","LU1366192091.USD","SNVD.UK","NVDX","AI","IE00BK4W5M84.HKD","LU0198837287.USD","IE00BKPKM429.USD","LU1496350171.SGD","LU0823421416.USD","BK4598","LU0094547139.USD","BK4543","NVD2.UK","NVIW.SI","LU1974910355.USD","NVDY","NVDA","SG9999014906.USD","LU1791710400.SGD","LU2250418816.HKD","LU0683600562.USD","LU0158827781.USD","LU2746668461.USD","LU1267930490.SGD","LU2125154778.USD","LU1116320737.USD","LU0965509010.AUD","NVD","NVDS.UK","NVD3.UK"],"gpt_icon":1},{"id":"2576888715","title":"没有数据参与的AI内循环,美国巨头们正在堆起一个可怕的“金融堰塞湖”","url":"https://stock-news.laohu8.com/highlight/detail?id=2576888715","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576888715?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 09:27","pubTimestamp":1760923626,"startTime":"0","endTime":"0","summary":"文|数据猿“在美国,AI已经不是个技术问题,而是金融问题了。硅谷这是要把自己玩成了华尔街了。最近,美国几大科技巨头开启了“大撒币”模式,但凡出手不是千亿美金,都得坐小孩那桌。10月13日,OpenAI宣布将与博通合作建设10GW定制AI加速器项目。消息一发出,博通的股价当即大涨9.88%。这只是美国AI圈重磅合作的其中一项。今年年初,OpenAI与甲骨文和软银联合成立了“星际之门”计划,承诺投资5","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=nesSN20251020092817a6c299f2&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020092817a6c299f2&s=b","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":"tencent","symbols":["NVDD","LU0787776722.HKD","LU2543165471.USD","LU0347712357.USD","LU2417539215.USD","AVGO","NVDX","LU1923622614.USD","NVDA","BK4548","LU0323591593.USD","LU0889565833.HKD","LU1145028129.USD","NVD","NVD3.UK","NVDU","LU1934455277.USD","ORCL","BK4549","SNVD.UK","IE00BN29S564.USD","LU2111349929.HKD","NVDL","LU0965509010.AUD","GFS","LU2242650005.HKD","NVDS.UK","AMD","LU1804176565.USD","LU2125909247.SGD","NVIW.SI","BK4614","SG9999002224.SGD","BK4529","2NVD.UK","LU0417517546.SGD","NVDY","LU1699723380.USD","LU2023250330.USD","BK4141","LU2125909759.SGD","LU2265009873.SGD","HK0000320264.USD","NVD2.UK","3NVD.UK","AI","LU0266013472.USD","LU0289961442.SGD","LU2168564149.EUR","LU1116320901.HKD","NVDS","LU0642271901.SGD"],"gpt_icon":0},{"id":"2576000556","title":"分析师认为英伟达大型科技客户可能成为其最大的竞争威胁","url":"https://stock-news.laohu8.com/highlight/detail?id=2576000556","media":"港美通","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576000556?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 08:36","pubTimestamp":1760920572,"startTime":"0","endTime":"0","summary":"分析师表示,英伟达AI芯片的高昂成本意味着云服务商租用其芯片的利润率低于自研芯片。此举将使其直接与英伟达等企业展开竞争。这是因为英伟达“始终成功扩大着市场规模”。Pitchbook数据显示,2020年至今年9月期间,英伟达在AI企业的风险投资总额达470亿美元,这些企业甚至与英伟达现有客户形成竞争关系。减轻英伟达担忧的另一因素在于,并非所有投身定制芯片领域的科技巨头都将对英伟达的霸主地位构成同等威胁。","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=nesSN2025102008412894d2c5ca&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102008412894d2c5ca&s=b","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":"tencent","symbols":["NVDX","LU0689626769.HKD","NVDS","LU0127658192.USD","SNVD.UK","LU0077335932.USD","NVDA","LU0784383803.USD","3NVD.UK","IE00B42XCP33.USD","BK4515","LU2250418816.HKD","LU2473716301.USD","LU0823421416.USD","LU0210528500.USD","LU1366192091.USD","LU2420271590.USD","META","AMZN","IE0004091025.USD","SG9999002232.USD","NVD","LU0096362180.USD","LU1951198990.SGD","LU2413666426.HKD","LU1839511570.USD","LU2265009873.SGD","LU0234572021.USD","AVGO","LU1037948897.HKD","NVDL","LU1914381329.SGD","LU1037948541.HKD","LU1868837300.USD","BK4503","IE00BVYPNV92.GBP","NVIW.SI","NVD2.UK","NVDS.UK","LU2211814178.USD","2NVD.UK","LU1670710588.SGD","SG9999002224.SGD","NVDU","NVDY","NVD3.UK","IE00B5949003.HKD","NVDD","LU2458330243.SGD","LU1718418525.SGD","LU2322448957.HKD","LU1699723380.USD"],"gpt_icon":0},{"id":"2576888864","title":"一周AI大事:黄仁勋亲自给马斯克送货,OpenAI被曝将对成人内容“开绿灯”","url":"https://stock-news.laohu8.com/highlight/detail?id=2576888864","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576888864?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 08:04","pubTimestamp":1760918640,"startTime":"0","endTime":"0","summary":"不过,Sora 2近期因生成涉及公众人物的视频引发版权与伦理争议。OpenAI强调公众人物及其家属应有权控制AI生成内容中的自身形象。这一功能可与搜索引擎关联组合使用,进一步保障信息真实性,相关演示案例已在AI Studio开放测试。据悉,英伟达首席执行官黄仁勋在星舰第11次试飞前后,亲自向马斯克交付了DGX Spark。","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=nesSN20251020090529a6c29085&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020090529a6c29085&s=b","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":"tencent","symbols":["04335","TSYW.SI","BK4170","LU1261432733.SGD","LU0348723411.USD","LU0795875086.SGD","LU2413666426.HKD","LU0345770308.USD","NVDL","LU1934455194.USD","2NVD.UK","LU2430703095.HKD","LU0949170772.SGD","LU1571399168.USD","IE00BJLML261.HKD","LU1989764748.USD","LU1852331112.SGD","LU1242518931.SGD","NVDS","SNVD.UK","NVDA","NVDD","BK4516","NVD","NVDS.UK","LU0057025933.USD","LU2463028550.USD","NVD3.UK","NVD2.UK","LU0889565833.HKD","AAPL","AVGO","INTC","BK4588","GOOG","AMZN","NVDU","LU2065169927.USD","NVDY","3NVD.UK","UFO","NVIW.SI","LU0823411888.USD","LU0965509010.AUD","TSLA","LU1206712785.SGD","NVDX","LU1069344957.HKD","LU2092937148.SGD","SG9999014542.SGD","MACW.SI","DXYZ","IE00BSNM7G36.USD","LU2505996681.GBP","LU2746668461.USD"],"gpt_icon":0},{"id":"2576881465","title":"计算机行业:国产大模型思考效率进一步提升 全球AI产业生态合作持续深化","url":"https://stock-news.laohu8.com/highlight/detail?id=2576881465","media":"平安证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576881465?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 00:00","pubTimestamp":1760889600,"startTime":"0","endTime":"0","summary":"行业要闻及简评:1)豆包大模型1.6升级,支持分档调节思考长度以提升思考效率。2)OpenAI和博通官宣自研AI芯片,全球AI产业生态合作进一步深化。本周,计算机行业359只A股成分股中,49只股价上涨,1只平盘,308只下跌,1只持续停牌。短短一个月内,OpenAI宣布与三家芯片巨头达成战略协议,我们认为,当前全球AI产业持续深化的生态合作,将推动全球AI产业未来持续蓬勃发展。","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=nesSN202510201156099737ef53&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510201156099737ef53&s=b","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":"tencent","symbols":["AI","LU1242518931.SGD","LU2360106780.USD","LU1861558580.USD","LU2054465674.USD","BK4534","BK4575","BK4612","LU0082616367.USD","IE0009356076.USD","LU1303367103.USD","BK4529","LU0889565833.HKD","LU1803068979.SGD","IE0004445239.USD","LU1951198990.SGD","BK4512","LU0198837287.USD","LU0823434740.USD","BK4587","BK4023","LU0056508442.USD","LU0823421333.USD","AMD","LU1951200564.SGD","BK4554","LU1852331112.SGD","BK4141","LU1064131342.USD","LU2250418816.HKD","LU1989764664.SGD","BK4614","LU2458330169.SGD","LU2458330243.SGD","LU1923623000.USD","LU1861559042.SGD","IE00BMPRXN33.USD","LU0081259029.USD","AVGO","BK4588","LU0109392836.USD","LU1880398554.USD","BK4528","BK4532","LU0719512351.SGD","LU0979878070.USD","LU1316542783.SGD","LU0642271901.SGD","LU0127658192.USD","IE00BMPRXR70.SGD","BK4585"],"gpt_icon":1},{"id":"2576218540","title":"【银河计算机吴砚靖】全球科技动态月报丨OpenAI发布Sora2,与多巨头合作打造生态闭环","url":"https://stock-news.laohu8.com/highlight/detail?id=2576218540","media":"中国银河证券研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576218540?lang=zh_cn&edition=fundamental","pubTime":"2025-10-19 12:02","pubTimestamp":1760846552,"startTime":"0","endTime":"0","summary":"核心观点:1、9月30日,OpenAI发布视频生成模型Sora 2,并同步推出独立iOS社交应用Sora App,该应用由Sora 2提供支持。为提供支持,英伟达表示英伟达计划在系统部署期间向OpenAI 累计投资高达1000亿美元。此前OpenAI绝大部分算力依赖单一供应商,面临成本高、供应不稳定等风险。","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=nesSN20251019125153a6c10e14&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251019125153a6c10e14&s=b","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":"tencent","symbols":["NVDX","LU1066051225.USD","LU2357125470.USD","NVDS.UK","MSFT","IE00B5949003.HKD","GOOG","LU0672654240.SGD","LU1119994496.HKD","LU0640476718.USD","NVD3.UK","LU2097344357.USD","INTC","LU2461242641.AUD","2NVD.UK","NVDA","LU1066051498.USD","LU2211815571.USD","IE00B1BXHZ80.USD","NVDS","IE00BLSP4452.SGD","SNVD.UK","BK4141","LU1935043536.SGD","IE00B3PB1722.GBP","LU0786609619.USD","3NVD.UK","LU0689472784.USD","NVIW.SI","LU0345770993.USD","AMD","NVD","LU2756315664.SGD","AMZN","LU0274383776.USD","IE00B19Z9P08.USD","LU1821325948.USD","LU2505996509.AUD","LU2491050154.USD","META","IE00BD6J9T35.USD","NVDD","SG9999004303.SGD","TSLA","NVD2.UK","LU0823434740.USD","LU0276348264.USD","NVDU","LU0109392836.USD","LU0965509010.AUD","LU2860962120.EUR","AVGO","LU1267930573.SGD","NVDY","ORCL","LU1791710582.SGD"],"gpt_icon":1},{"id":"2576021782","title":"万亿芯片巨头,宣布裁员","url":"https://stock-news.laohu8.com/highlight/detail?id=2576021782","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576021782?lang=zh_cn&edition=fundamental","pubTime":"2025-10-19 10:25","pubTimestamp":1760840700,"startTime":"0","endTime":"0","summary":"市值达1.65 万亿美元的芯片巨头博通本周早些时候进行了裁员。目前尚不清楚具体裁员人数。博通近来持续进行滚动裁员,其中包括对其在 2023 年底收购的软件公司 VMware 的裁减。据早前报道,VMware 的员工数量已被削减约一半。与此同时,博通也在不断提高 VMware 产品的价格。博通凭借为人工智能技术设计芯片而从 AI 热潮中获益颇丰。该公司在去年年底首次突破 1 万亿美元市值。博通方面尚未回应媒体的置评请求。","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=nesSN20251019132435a46771c8&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251019132435a46771c8&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1642822529.SGD","LU2360032135.SGD","LU0965509101.SGD","BK4566","LU0640476718.USD","LU2237443895.HKD","LU2092937221.SGD","LU0683600562.USD","LU2420271590.USD","LU2063271972.USD","LU0203201768.USD","LU0203202063.USD","LU0057025933.USD","LU0210536198.USD","LU2756315318.SGD","LU2361045086.USD","LU1153585028.USD","LU1868837300.USD","LU2168564149.EUR","IE00B19Z9Z06.USD","LU0289739343.SGD","LU0154236417.USD","LU2237443549.SGD","LU0965509283.SGD","LU2360106780.USD","SG9999003800.SGD","LU0345770993.USD","IE00B42XCP33.USD","LU1974910355.USD","LU2242649171.HKD","IE00BN8TJ469.HKD","LU1934455863.HKD","AVGO","IE00BLSP4239.USD","LU2087625088.SGD","LU0124676726.USD","LU2896262040.SGD","LU1852331112.SGD","LU2322448791.USD","LU0345769128.USD","LU0097036916.USD","LU0061475181.USD","LU0861579265.USD","LU1720051108.HKD","LU0353189763.USD","LU2746668974.SGD","BK4588","LU1366333091.USD","LU1935042991.SGD","LU0323591593.USD"],"gpt_icon":1},{"id":"2576076243","title":"通信周观点:OPENAI持续扩大合作范围 加速算力投入","url":"https://stock-news.laohu8.com/highlight/detail?id=2576076243","media":"国金证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576076243?lang=zh_cn&edition=fundamental","pubTime":"2025-10-19 00:00","pubTimestamp":1760803200,"startTime":"0","endTime":"0","summary":"通信周观点:1)海外链看,OpenAI 持续扩大合作范围,加速算力投入。A)OpenAI 与博通合作推进10GW 定制AI 加速器部署,目标于2026 年下半年启动,2029 年底完成。同时OpenAI 制定五年商业计划,承诺1 万亿美元的支出。我们认为在OpenAI 引领下,海外大模型厂商可能将加速融资,持续扩大算力投资。2)OCP 大会召开,2027 年光模块需求量可见度再得到提升。我们看好主权AI 在未来接力CSP 厂商,为算力需求的增长提供动力。","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=nesSN202510192051289736deef&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510192051289736deef&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0444973449.USD","LU2430703251.USD","LU2361045086.USD","LU2213496289.HKD","LU2286300806.USD","BK4575","LU2250418816.HKD","LU2505996509.AUD","LU2272731865.HKD","LU0795875169.SGD","LU1127390331.HKD","LU1803068979.SGD","LU0264606111.USD","LU2322448957.HKD","LU2471134879.HKD","IE00BVYPNW00.USD","LU2249611893.SGD","AI","IE00B3S45H60.SGD","LU0323591593.USD","LU1623119135.USD","LU1868837565.USD","LU1914381329.SGD","AVGO","LU0143863198.USD","LU2054465674.USD","LU1852331112.SGD","LU1069344957.HKD","LU1037948541.HKD","LU2125154935.USD","03145","LU2041044095.USD","LU0345770993.USD","LU0784385840.USD","IE00BGHQDM52.EUR","LU1670710661.SGD","BK4551","LU2750360641.GBP","IE00B19Z9P08.USD","META","LU1917777945.USD","LU1992135399.USD","IE00BKDWB100.SGD","LU2023251221.USD","LU0289739343.SGD","LU0170899867.USD","LU1244550221.USD","LU1732800096.USD","MSFT","SG9999004303.SGD","IE00BJTD4N35.SGD"],"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":5,"totalSize":390,"code":"91000000","status":"200"}]}}