美股详情

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IDC概念

2,864.39

+58.762.09%

涨家数：5

跌家数：3

平家数：- -

市盈率：- -

高：2,872.20

开：2,842.74

低：2,819.37

收：2,805.62

数据加载中...

《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

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

马斯克：Wow！

韦德布什：科技股或迎强势下半年 AI革命浪潮成关键推力

【产业信息速递】服务器芯片：AMD即将超越Intel，Arm自信满满

北京半导体行业...

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14:13","pubTimestamp":1753164828,"startTime":"0","endTime":"0","summary":"12年后，黄仁勋带领英伟达冲破4万亿美元市值大关，全球AI热潮席卷，英伟达的芯片供不应求。黄仁勋，夹缝中求生对于黄仁勋、英伟达来说，中国市场一直不可或缺。黄仁勋一边示好，一边公开指责美国的芯片禁售是失败之举，芯片禁售会让美国公司丧失在全球的统治力，而英伟达在中国丧失的市场份额，会直接把客户推向华为，加速华为在芯片领域的崛起。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722145127a45b88cc&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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早盘快速上涨3.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553477007","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553477007?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 21:33","pubTimestamp":1753104822,"startTime":"0","endTime":"0","summary":"北京时间2025年07月21日21时33分，英特尔股票出现异动，股价快速拉升3.03%。英特尔股票所在的半导体行业中，整体涨幅为0.00%。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。英特尔的晶圆代工部门备受投资者关注。这三家机构均给予英特尔“持有”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721213342a6b83c63&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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21:32","pubTimestamp":1753104728,"startTime":"0","endTime":"0","summary":"北京时间2025年07月21日21时32分，易昆尼克斯股票出现波动，股价急速上涨3.05%。截至发稿，该股报801.47美元/股，成交量2.1387万股，换手率0.02%，振幅0.31%。易昆尼克斯股票所在的房地产信托行业中，整体涨幅为0.85%。易昆尼克斯公司简介：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=nesSN2025072121320897aed158&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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GPU市场份额的潜力。尽管面临Nvidia的市场主导地位以及半导体需求的周期性波动风险，AMD与亚马逊AWS、微软和谷歌等巨头的合作以及产品组合的多元化，确保了其稳健增长。","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240105/18b798b01dc3322740b6cbe2bf6a2ac3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240105/18b798b01dc3322740b6cbe2bf6a2ac3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/250910807-advanced-micro-devices-amd-fundamental-tradingkey","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":null,"symbols":["BK4554","BK4573","GFS","BK4588","BK4585","LU0127658192.USD","LU2054465674.USD","LU1951198990.SGD","LU1242518857.USD","LU1852331112.SGD","LU0390134368.USD","BK4534","IE0009356076.USD","LU1880398554.USD","LU0081259029.USD","BK4543","AMD","LU2458330243.SGD","161631","IE00BMPRXR70.SGD","LU0979878070.USD","LU2458330169.SGD","BK4529","BK4605","LU1951200564.SGD","LU1064131342.USD","LU1880398471.USD","LU2098885051.SGD","LU0109392836.USD","BK4141","BK4614","BK4575","IE00B5949003.HKD","BK4532","IE00BMPRXN33.USD","LU0823434583.USD","LU1316542783.SGD","LU0823421333.USD","LU0889565833.HKD","BK4512","LU1803068979.SGD","LU2250418816.HKD","LU2264538146.SGD","LU2360106780.USD","BK4566","LU1988902786.USD","LU1242518931.SGD","LU0198837287.USD","LU1303367103.USD"],"gpt_icon":1},{"id":"2553263474","title":"BUZZ-Equinix 在报道 Elliott 增持数据中心运营商股份后上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2553263474","media":"路透中文","labels":["shareholding","event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553263474?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 20:45","pubTimestamp":1753101927,"startTime":"0","endTime":"0","summary":"7月21日 - ** 数据中心运营商 Equinix EQIX.O 股价盘前上涨 2.4% 至 796.50 美元** 彭博新闻社  援引知情人士的话报道称，Elliott 投资管理公司已经增持了 Equinix 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","BK4554","BK4222","BK4567","EQIX","BK4581","BK4084","BK4585","BK4588","BK4566"],"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 16:43","pubTimestamp":1753087387,"startTime":"0","endTime":"0","summary":"根据杰富瑞的观点，如果油价继续下滑，一些股票有望大赚，其中包括AMD和Datadog。在同一份报告中，杰富瑞列出了一些可能因油价下跌而表现优异的股票，包括：AMD今年AMD股价已飙升30%，但这家图形处理器制造商仍可能有进一步上涨空间。DatadogDatadog今年上涨1%，也是杰富瑞看好的潜力股。Zscaler杰富瑞还特别点名Zscaler，认为其股价可能因油价下跌而继续走强。分析师Andrew Nowinski指出，今年Zscaler在新增和追加销售业务上势头强劲。","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=nesSN20250721164314954ac1e7&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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13:13","pubTimestamp":1753074819,"startTime":"0","endTime":"0","summary":"7月20日，亿万富翁埃隆·马斯克转发了一条英伟达市值突破4万亿美元的帖子，并发出感叹：Wow。此前4个交易日，黄仁勋合计减持30万股，套现约5092万美元。马斯克近期明确表示，将全面投身于人工智能的发展浪潮中。黄仁勋表示，马斯克在人工智能领域的行动是“独一无二”的，xAI在大规模AI集群的部署速度上创造了令人惊叹的纪录。xAI已经推出了Grok大语言模型，马斯克计划将人工智能技术整合到他旗下的所有公司中，包括SpaceX、特斯拉和xAI。","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=nesSN20250721131729a6b7034b&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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AI革命浪潮成关键推力","url":"https://stock-news.laohu8.com/highlight/detail?id=2553016423","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553016423?lang=zh_cn&edition=fundamental","pubTime":"2025-07-21 12:47","pubTimestamp":1753073225,"startTime":"0","endTime":"0","summary":"格隆汇7月21日｜韦德布什分析师在一份研究报告中表示，随着人工智能革命的顺风在整个行业加速发展，科技股下半年将表现强劲。分析师们表示，生成式人工智能的进一步采用可能成为软件行业的主要催化剂，在未来12至18个月内，用例将呈爆炸式增长。与此同时，他们表示，特朗普政府可能会继续软化其在关税问题上的立场，而不会大幅改变目前的科技格局。他们表示：“投资者仍未充分认识到未来3年2万亿美元支出带来的增长浪潮。”韦德布什估计，在英伟达(NVDA.O)上每花1美元，在科技生态系统的其他地方就会有8到10美元的消费。","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=nesSN20250721124808954a724f&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, 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11:28","pubTimestamp":1753068501,"startTime":"0","endTime":"0","summary":"AMD正努力在 x86 市场超越英特尔，而基于 Arm 的 CPU 则在 NVIDIA 和超大规模厂商的推动下快速增长。最佳估计是，其中大部分是服务器 CPU，2025 年第一季度的收入约为25 亿至 30 亿美元。NVIDIA 已转向使用Arm-CPU 控制其 GPU2022 年，NVIDIA 开发了 Grace，这是其首款基于 Arm 的数据中心 CPU。NVIDIA 在 NVLink72 配置下不支持 Blackwell 的 x86 架构。到 2030 年，Arm 的份额将会增加，但即便如此，x86 似乎仍将保持主导地位NVIDIA 的路线图于 3 月份在 GTC 2025 大会上发布，展示了一款名为 Vera 的全新 Arm 处理器，它将与 Rubin GPU 以及 Feynman GPU 配对。","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=nesSN20250721130132a6b6fb2f&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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