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美股
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IDC概念
2,385.81
+26.62
1.13%
涨家数:
7
跌家数:
1
平家数:
- -
市盈率:
- -
高:
2,411.86
开:
2,361.11
低:
2,361.11
收:
2,359.18
数据加载中...
总览
新闻
存储芯片的两个输家,再拼一把
半导体行业观察
·
昨天
英特尔PC显卡份额,降至0
天天IC
·
06-07
芯片巨头,三起重磅收购
天天IC
·
06-07
赛道Hyper | 锐捷网络携手AMD想干嘛?
华尔街见闻
·
06-07
英特尔6月6日成交额为14.16亿美元
市场透视
·
06-07
易昆尼克斯6月6日成交额为2.69亿美元
市场透视
·
06-07
媒体-以巴克莱为首的银行为银湖持有的 Altera 股份提供 15 亿美元贷款--彭博新闻社
路透中文
·
06-07
南方万国数据REIT、南方润泽科技REIT估值分别下调至19.33亿、37.25亿
观点新媒体
·
06-06
英特尔产品CEO称下代至强性能核处理器Diamond Rapids将于明年推出
IT之家
·
06-06
前英特尔高管创业9年,把这家自动驾驶公司带到上市边缘
Ofweek维科网
·
06-06
华擎韩国:基于 AMD AGESA 1.2.0.3d 的主板 BIOS“增强了与下一代 CPU 的兼容性”
IT之家
·
06-06
万国数据6月5日成交额为7717.91万美元
市场透视
·
06-06
易昆尼克斯6月5日成交额为5.54亿美元
市场透视
·
06-06
美国超微公司6月5日成交额为39.94亿美元
市场透视
·
06-06
《焦点》马斯克与特朗普反目殃及特斯拉,1500亿美元市值化为乌有
路透中文
·
06-06
为啥大家就是不爱买AMD显卡?Q1市场份额已降至8%
泡泡网
·
06-06
美股异动 | 英伟达概念股涨跌不一,NEBIUS涨超16%,CoreWeave跌超8%
老虎资讯综合
·
06-05
“菁英聚·港大”与英特尔合作成立创新实验室 推动AI教育与应用
新华财经
·
06-05
AI芯片之王的加冕与威胁:英伟达能否抵御未来挑战?
爱集微
·
06-05
芯片工艺照妖镜:晶体管密度,三星3nm=台积电5nm=英特尔7nm
Ofweek光电信息网
·
06-05
更多
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09:18","pubTimestamp":1749345499,"startTime":"0","endTime":"0","summary":"当存储市场的产业格局看似牢不可破时,一场由技术颠覆与战略重组引发的暗战正在悄然上演。这一时期,英特尔通过技术迭代和规模化生产,成为全球存储芯片的标杆企业。2019年第三季度存储部门营收虽增长19%,但持续亏损导致2021年将NAND业务以90亿美元出售给SK海力士,成立Solidigm,彻底退出闪存市场。","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=nesSN20250608092101a49e758c&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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17:41","pubTimestamp":1749289283,"startTime":"0","endTime":"0","summary":"数据显示,英伟达市场份额在2025年第一季度增长了8.5%,达到了92%的惊人水平,相比此前一度下降到84%的份额有了显著提升。与此同时,AMD的市场份额在同期下降了7.3%,仅占8%,而英特尔的市场份额则下降了1.2%,降至0%。这一数据表明英伟达在显卡市场处于无可争议的领先地位,几乎没有有效竞争对手。在整体PC市场方面,台式机CPU市场同比下降了14.5%,环比下降了20.6%。从细分市场来看,桌面显卡下降了16%,笔记本电脑下降了10%。","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=nesSN20250607174231a6fe1b23&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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17:41","pubTimestamp":1749289283,"startTime":"0","endTime":"0","summary":"集微网·爱集微APP,各大主流应用商店均可下载AMD收购AI芯片公司Untether工程师团队AMD公司证实,已收购Untether AI公司的员工团队。AMD表示,此次收购是其近期在AI软件领域的投资,此前该公司已收购Silo AI、Nod.ai和Mipsology。收购条款尚未披露。然而,仅仅一年多之后,这笔收购已成功完成。高通及其支持者认为,此次收购将为V2X开发注入急需的资金、研发资源和全球销售网络,并为量产带来更有利的代工协议。它的缺席无疑减少了纯粹的V2X芯片供应商的数量。","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=nesSN20250607174312a49dd3d5&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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17:25","pubTimestamp":1749288306,"startTime":"0","endTime":"0","summary":"算力基建需要协同。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3748671","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3748671","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":["LU1880398554.USD","BK4605","LU0082616367.USD","LU2458330243.SGD","BK4554","IE0009356076.USD","BK0214","BK4532","LU0127658192.USD","LU1316542783.SGD","BK4575","LU0198837287.USD","LU2098885051.SGD","LU0390134368.USD","IE0004445239.USD","BK4614","LU2458330169.SGD","BK4529","LU1988902786.USD","BK4543","LU0823434583.USD","LU0823421416.USD","LU1303367103.USD","LU1242518931.SGD","301165","LU0109392836.USD","LU1951200564.SGD","BK4566","LU2264538146.SGD","IE00B5949003.HKD","LU0823434740.USD","AMD","IE00BMPRXN33.USD","GFS","LU1064131342.USD","LU0642271901.SGD","LU0823421333.USD","LU0979878070.USD","LU2360106780.USD","BK4585","LU1852331112.SGD","LU1242518857.USD","LU1803068979.SGD","LU2250418816.HKD","LU0056508442.USD","BK4573","LU1880398471.USD","BK4588","LU0081259029.USD","LU0889565833.HKD"],"gpt_icon":1},{"id":"2541897950","title":"英特尔6月6日成交额为14.16亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2541897950","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541897950?lang=zh_cn&edition=fundamental","pubTime":"2025-06-07 10:25","pubTimestamp":1749263122,"startTime":"0","endTime":"0","summary":"美东时间2025年6月6日,英特尔成交额为14.16亿美元,成交额较昨日减少3.48%,当日成交量为7007.28万股。英特尔于2025年6月6日涨0.35%,报20.06美元,该股过去5个交易日涨2.61%,年初至今涨0.05%,过去60日跌3.0%。英特尔在个人电脑和服务器终端市场的中央处理器领域仍然保持着市场份额领先地位。此外,英特尔希望将其芯片制造能力运用到外包代工模式中,为其他公司制造芯片。","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=nesSN20250607102528a6fdd5e2&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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09:47","pubTimestamp":1749260829,"startTime":"0","endTime":"0","summary":"美东时间2025年6月6日,易昆尼克斯成交额为2.69亿美元,成交额较昨日减少51.41%,当日成交量为29.42万股。易昆尼克斯于2025年6月6日涨0.52%,报914.43美元,该股过去5个交易日涨2.88%,年初至今跌1.98%,过去60日涨7.53%。|近5个交易日成交情况||||#|日期|成交额(美元)|成交额较昨日变化|成交量(股)|#|2025-06-06|2.69亿|-51.41%|29.42万|#|2025-06-05|5.54亿|6.16%|60.59万|#|2025-06-04|5.22亿|9.01%|57.33万|#|2025-06-03|4.78亿|59.41%|53.59万|#|2025-06-02|3.00亿|-65.29%|33.80万|Equinix在全球71个市场运营着260个数据中心。Equinix约70%的收入来自向租户出租空间和相关服务,超过15%来自交互链接。","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=nesSN20250607094711a49d866e&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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https://tinyurl.com/28lt2zq7 -- 注:路透社未核实此报导,不保证其准确性(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)","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:20250606:nL3T3S91DW:1","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":["BK4512","BK4588","BK4515","BK4602","LU0321505439.SGD","BK4141","LU0047473722.SGD","BK4534","BK4550","BK4554","BK4585","LU1023061713.HKD","LU0964806797.USD","LU0345777659.USD","LU0161305163.EUR","BK4529","LU1035777561.USD","BARC.UK","BK4605","LU0048578792.EUR","BK4527","BK5152","BK4535","LU0550127509.SGD","BK4579","LU1064927863.SGD","LU0997586606.USD","LU1668664300.SGD","LU0171281750.USD","LU0081259029.USD","BK4543","LU0106831901.USD","LU1791807156.HKD","LU2543165471.USD","BK4533","BK4575","LU1023061473.USD","LU0321505868.SGD","BK4612","LU0345777147.USD","LU1078025761.USD","LU0047473722.EUR"],"gpt_icon":0},{"id":"2541856038","title":"南方万国数据REIT、南方润泽科技REIT估值分别下调至19.33亿、37.25亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2541856038","media":"观点新媒体","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541856038?lang=zh_cn&edition=fundamental","pubTime":"2025-06-06 18:16","pubTimestamp":1749204967,"startTime":"0","endTime":"0","summary":"观点网讯:6月3日,南方万国数据REIT和南方润泽科技REIT针对沪、深交易所的反馈意见进行了回复。IDC通过机房设施为终端客户提供服务器等设备的托管服务,包括放置、维护、系统配置及管理等。润泽科技REIT的估值也从2024年9月30日的42.03亿元调整至2025年3月31日的37.25亿元,下调幅度为11.37%。本次回复中,润泽科技REIT新增项目实施改造计划,包括2027年微改造和2035年液冷改造,预计通过液冷技术的应用有效降低PUE,提升资产使用效率。","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=nesSN20250606181836a6fd13e0&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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当地时间 6 月 3 日出席美国银行全球科技大会时表示,下代至强性能核处理器 \"Diamond Rapids\" 将于 2026 年推出。IT之家注意到,英特尔此前仅表示下代至强能效核处理器 \"Clearwater Forest\" 将于今年下半年出样、明年上半年正式推出,这应该是首次公开提及 \"Diamond Rapids\" 的发布时间表。根据此前 AMI 安迈的新闻稿,\"Diamond Rapids\" 将成为至强 7 系列的一员。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8jxuh5lGVDQ","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4512","LU2543165471.USD","BK4527","BK4605","BK4588","BK4534","LU0081259029.USD","INTC","BK4602","LU0321505439.SGD","BK4141","BK4575","BK4579","BK4533","BK4529","BK4612","BK4554","BK4585","BK4543","BK4535","LU0321505868.SGD","BK4515","BK4550"],"gpt_icon":1},{"id":"2541239838","title":"前英特尔高管创业9年,把这家自动驾驶公司带到上市边缘","url":"https://stock-news.laohu8.com/highlight/detail?id=2541239838","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541239838?lang=zh_cn&edition=fundamental","pubTime":"2025-06-06 14:22","pubTimestamp":1749190964,"startTime":"0","endTime":"0","summary":"在创立驭势科技之前,其曾是英特尔中国研究院院长,也是国内最早一批投身自动驾驶领域创业者。作为英特尔此前的高级架构师,周鑫现在主要致力开发自动驾驶综合解决方案。根据弗若斯特沙利文资料,驭势科技是唯一一家全球为机场提供大型商业营运的可持续L4 级自动驾驶解决方案供应商。截至最后可执行日期,驭势科技的无人驾驶里程数已达580万公里,为6个国家及地区的198名客户提供自动驾驶解决方案和服务。","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=nesSN20250606142425977402cd&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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的兼容性”","url":"https://stock-news.laohu8.com/highlight/detail?id=2541886200","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541886200?lang=zh_cn&edition=fundamental","pubTime":"2025-06-06 10:44","pubTimestamp":1749177889,"startTime":"0","endTime":"0","summary":"IT之家 6 月 6 日消息,华擎韩国官方账户当地时间本月 4 日在韩国 QUASARZONE 社区发帖表示,其 AMD 800 系主板基于 AMD AGESA 1.2.0.3d 的 3.25 版本 BIOS“增强了与下一代 CPU 的兼容性”。首先,华擎发布了基于 AMD AGESA 1.2.0.3d 的新版 BIOS 3.25,增强了与下一代 CPU 的兼容性,并优化了 PBO 设置,使系统运行更加稳定。华擎韩国将一如既往地倾听客户的声音,并尽最大努力保持一个值得信赖的品牌。","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=nesSN202506061045239773cf89&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, 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09:16","pubTimestamp":1749172575,"startTime":"0","endTime":"0","summary":"美东时间2025年6月5日,美国超微公司成交额为39.94亿美元,成交额较昨日增加9.03%,当日成交量为3418.29万股。美国超微公司于2025年6月5日跌2.44%,报115.69美元,该股过去5个交易日涨2.35%,年初至今跌4.22%,过去60日涨19.56%。|近5个交易日成交情况||||#|日期|成交额(美元)|成交额较昨日变化|成交量(股)|#|2025-06-05|39.94亿|9.03%|3418.29万|#|2025-06-04|36.63亿|-15.33%|3102.50万|#|2025-06-03|43.27亿|11.77%|3716.15万|#|2025-06-02|38.71亿|-2.96%|3407.84万|#|2025-05-30|39.89亿|14.86%|3608.85万|超威半导体公司为个人电脑、游戏机、数据中心、工业和汽车应用等市场设计各种数字半导体。","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=nesSN20250606091629a49c257e&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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由于特朗普总统公开与电动汽车制造商特斯拉的首席执行官马斯克--他自称的\"第一哥们\"--爆发争吵,特斯拉股价周四遭遇重挫。特斯拉股价周四大跌14%,市值缩水1,500亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"95d698fbd34ed3a3a9dc4064f07dc0de","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250606:nL6S3S9008:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDS.UK","LU0348723411.USD","SGXZ99366536.SGD","LU2125909593.SGD","LU2357125470.USD","LU0823421416.USD","LU0823434583.USD","LU1633808545.USD","BK4529","LU1712237335.SGD","LU1804176565.USD","LU1989772840.SGD","LU1244550494.USD","LU0861579265.USD","LU2237957811.SGD","LU2552382132.HKD","NVDU","TSYW.SI","LU0267386448.USD","NVD2.UK","LU0096364046.USD","LU1923622614.USD","NVDS","IE00BD6J9T35.USD","IE00BJTD4V19.USD","IE0004445015.USD","NVD3.UK","LU2125154778.USD","3NVD.UK","NVDD","SNVD.UK","NVIW.SI","NVDX","SG9999014542.SGD","2NVD.UK","IE00B4JS1V06.HKD","LU0820561818.USD","LU0029864427.USD","LU0444971666.USD","SG9999015978.USD","IE00BJTD4N35.SGD","TSLA","LU0353189680.USD","LU1064131342.USD","NVDY","LU1989764748.USD","LU0689472784.USD"],"gpt_icon":1},{"id":"2541882666","title":"为啥大家就是不爱买AMD显卡?Q1市场份额已降至8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2541882666","media":"泡泡网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541882666?lang=zh_cn&edition=fundamental","pubTime":"2025-06-06 00:00","pubTimestamp":1749139200,"startTime":"0","endTime":"0","summary":"根据Jon Peddie Research的最新报告,2025年一季度的AIB显卡市场,NVIDIA继续稳居市场主导地位,市场份额高达92%。尽管整体市场面临下滑趋势,NVIDIA的市场份额却逆势增长了8.5%,从84%提升至92%。AMD的市场份额从15.3%大幅下降至8%,尽管其在一季度末推出了RDNA 4系列显卡,并获得了较好的市场反馈,但依旧未能有效提升市场份额。在这个背景下,NVIDIA的市场份额增长了3.6%,而AMD和Intel的份额分别下降了1.6%和2.1%。","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://tech.ifeng.com/c/8jxddbZRRhF","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0823421416.USD","LU0082616367.USD","BK4141","IE0009356076.USD","LU2458330243.SGD","LU1951198990.SGD","BK4612","LU0056508442.USD","IE00BMPRXR70.SGD","BK4573","IE0004445239.USD","AMD","BK4554","LU2250418816.HKD","BK4605","LU0889565833.HKD","LU2264538146.SGD","LU0823434740.USD","LU0823421333.USD","BK4512","BK4543","BK4614","LU1803068979.SGD","BK4588","BK4575","LU0081259029.USD","LU1242518857.USD","LU0390134368.USD","LU0109392836.USD","LU2098885051.SGD","GFS","LU0979878070.USD","LU1242518931.SGD","LU1316542783.SGD","LU1951200564.SGD","LU2458330169.SGD","BK4585","BK4532","LU0127658192.USD","BK4529","BK4534","BK4566","IE00B5949003.HKD","LU0719512351.SGD","LU1064131342.USD","LU1880398554.USD","LU1988902786.USD","LU1303367103.USD","LU1852331112.SGD","IE00BMPRXN33.USD"],"gpt_icon":1},{"id":"1162806975","title":"美股异动 | 英伟达概念股涨跌不一,NEBIUS涨超16%,CoreWeave跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162806975","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162806975?lang=zh_cn&edition=fundamental","pubTime":"2025-06-05 21:50","pubTimestamp":1749131414,"startTime":"0","endTime":"0","summary":"6月5日周四,$英伟达(NVDA)$概念股走势分化,$NEBIUS(NBIS)$涨超16%,ARM涨近2%,CoreWeave跌超8%,RXRX跌超4%","market":"us","thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"210ee779d5e708ca16f4437c0118c45c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["IE00BDCRKT87.USD","BK4581","IE00B19Z9505.USD","IE0004445239.USD","CRWV","IE00BJLML261.HKD","IE0034235295.USD","HK0000306685.HKD","NBIS","IE00BN29S564.USD","IE00BJJMRY28.SGD","BK4529","IE00BMPRXR70.SGD","HK0000306701.USD","BK4609","LU0823431563.USD","BK4097","IE00BJTD4V19.USD","ARM","HK0000320264.USD","NVDA"],"gpt_icon":0},{"id":"2541787030","title":"“菁英聚·港大”与英特尔合作成立创新实验室 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16:36","pubTimestamp":1749112589,"startTime":"0","endTime":"0","summary":"然而,替代芯片开发的努力目前对英伟达的主导地位几乎没有影响。该公司表示,AI需求仍在增长,预计未来几个季度将增加数据中心投资。AMD和英特尔在AI芯片方面与英伟达相比如何?全球第二大计算机GPU公司AMD于2023年发布了其Instinct系列的新版本,瞄准了英伟达占据主导地位的市场。地缘政治虽然竞争对手迄今为止在AI领域对英伟达的影响甚微,但美国政府已大幅削弱了其增长。","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=nesSN20250605163922950fbf2f&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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15:09","pubTimestamp":1749107340,"startTime":"0","endTime":"0","summary":"可以看到,在10nm时,明显英特尔更厉害,每平方毫米高达1.06亿个,而三星、台积电差不多,大约在0.5亿个左右,约是英特尔的一半左右。从这个可以看出来,三星的3nm,相当于台积电的5nm,intel的7nm,足以证明三星的3nm工艺有多水了。","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=nesSN202506051516369772a473&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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