美股详情

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IDC概念

2,871.30

-14.7720-0.51%

涨家数：3

跌家数：5

平家数：- -

市盈率：- -

高：2,904.12

开：2,886.69

低：2,865.59

收：2,886.07

数据加载中...

头部 5% 的企业，瓜分全球半导体全部利润（1590亿美元）

《路透晚报》--7月22日新闻摘要（国际版）

芯片巨头HBM出货量增长

“英伟达挑战者”FuriosaAI赢得首位大客户LG

华尔街见闻

黄仁勋，夹缝中的芯片之王

超6000亿欧元，默茨发声：这是德国“数十年来规模最大的投资计划之一”！英伟达、宝马、奔驰等参与

每日经济新闻

中国C86芯片崛起，开始大规模替代intel、AMD的X86芯片

Ofweek光电信息网

先进制程，生变！

全球半导体观察

英特尔7月21日成交额为14.40亿美元

AMD大神创业国产GPU，也冲刺IPO了

万国数据7月21日成交额为8153.77万美元

美国超微公司7月21日成交额为61.83亿美元

解构Chiplet，区分炒作与现实

半导体行业观察

英特尔盘中异动早盘快速上涨3.03%

易昆尼克斯涨3.05% 股价突破800美元大关

AMD：加速高性能计算与人工智能的未来

TradingKey中文

市场消息：加密公司BitGo在美国秘密提交IP0申请

BUZZ-Equinix 在报道 Elliott 增持数据中心运营商股份后上涨

油价下跌或成科技股“顺风车”，AMD、Datadog、Zscaler最受益

【财报前瞻 | 英特尔(INTC.US)代工业务前景不明朗分析师绩前谨慎观望】智通财经APP获悉，英特尔(INTC.U

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14:38","pubTimestamp":1753166327,"startTime":"0","endTime":"0","summary":"韩国AI芯片初创公司FuriosaAI在拒绝Meta的收购后，成功赢得LG AI 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14:04","pubTimestamp":1753164252,"startTime":"0","endTime":"0","summary":"据德国媒体报道，目前共有包括宝马、奔驰、大众、安联、空客、英伟达等在内的61家企业和投资公司参与。该倡议包括此前已公布的投资项目和超过1000亿欧元的新增投资。图片来源：视觉中国-VCG211223117604德国总理默茨当天在柏林表示，这是德国“数十年来规模最大的投资计划之一”。德国总理默茨当地时间7月3日在柏林出席一场银行业会议时表示，欧盟应加快与美国之间的关税谈判进程，尽快达成协议，以避免贸易摩擦进一步升级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722140614a6b9f2fa&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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13:51","pubTimestamp":1753163460,"startTime":"0","endTime":"0","summary":"在芯片领域，有两大架构，一是X86，一是ARM。但从现在的情况来看，中国C86芯片表现更为突出，已经成为了一股不可忽视的中国芯片力量，并且在众多的领域，特别是服务器领域，已经对intel、AMD的X86芯片进行了大规模的替代。海光早期通过AMD获得了X86的授权，还获得了AMD的Zen授权，这些授权都是永久的，不会被限制或卡。而2025年一季度，营收超过24亿元，明显从intel、AMD那抢了很多份额，对其进行了大规模的国产替代。","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=nesSN2025072213585697b0152e&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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的股份，并正在推动这家数据中心运营商采取措施提振股价。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:20250721:nL4S3TI0XF:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4529","BK4222","BK4566","BK4554","BK4567","BK4585","BK4084","BK4588","EQIX","BK4581"],"gpt_icon":0},{"id":"2553221024","title":"油价下跌或成科技股“顺风车”，AMD、Datadog、Zscaler最受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2553221024","media":"金十数据","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553221024?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 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