美股详情

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IDC概念

2,904.72

-3.6335-0.12%

涨家数：4

跌家数：4

平家数：- -

市盈率：- -

高：2,921.16

开：2,909.68

低：2,892.24

收：2,908.35

数据加载中...

AMD首度披露台积电美厂芯片成本：高5-20%，供应链弹性优先

美股三大指数集体收涨汽车制造板块涨幅居前

每日经济新闻

amd首席执行官：美国台积电工厂的芯片成本高出5-20%

美国超微公司盘中异动下午盘股价大涨3.02%报159.39美元

万国数据盘中异动早盘股价大涨5.34%

开盘 | 三大指数高开，Abivax飙升超550%

老虎资讯综合

IPO雷达丨互连芯片巨头澜起科技手握86亿仍要赴港募资！近40亿存放境外，英特尔减持套现超19亿

创业最前线

智微智能七月三箭连发：工业底座、AIoT生态、视听融合全域突破

智微智能科技

搞笑了，看到DDR4芯片价格暴涨，三星、SK海力士反悔了

Ofweek光电信息网

易昆尼克斯7月22日成交额为4.52亿美元

Elon Musk要部署5000万个GPU

半导体行业观察

拆解英伟达1.6T的网络模块

半导体行业观察

美股异动 | 半导体股集体下跌 AMD(AMD.US)跌逾4%

美国超微公司盘中异动早盘急速下挫3.02%报152.26美元

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

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早盘急速下挫3.02%报152.26美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2553254518","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553254518?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 21:48","pubTimestamp":1753192114,"startTime":"0","endTime":"0","summary":"北京时间2025年07月22日21时48分，美国超微公司股票出现异动，股价大幅跳水3.02%。截至发稿，该股报152.26美元/股，成交量673.172万股，换手率0.42%，振幅2.54%。美国超微公司股票所在的半导体行业中，整体跌幅为1.92%。消息层面，截至21时48分，《AMD大神创业国产GPU，也冲刺IPO了》资讯为影响美国超微公司的重要信息。今年6月，摩尔线程和沐曦股份相继完成IPO辅导，打响了国产GPU第一股的争夺战，两家公司的IPO申请同一天获得受理。","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=nesSN20250722214835a6bb10f3&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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5% 的企业，瓜分全球半导体全部利润（1590亿美元）","url":"https://stock-news.laohu8.com/highlight/detail?id=2553231315","media":"芯榜","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553231315?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 17:16","pubTimestamp":1753175813,"startTime":"0","endTime":"0","summary":"去年，前 5% 的头部企业几乎瓜分了行业全部经济利润，其中英伟达、台积电、SK 海力士和博通等顶尖公司获得的经济利润高达 1590 亿美元；中间 90% 的企业利润总额仅为 50 亿美元；最底层 5% 的公司则亏损 370 亿美元。值得注意的是，头部企业的利润甚至超过了整个行业 1470 亿美元的总经济利润。这种分化的核心原因在于领先企业掌握了新型半导体产品的标准制定权。","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=nesSN20250722172351a45bf560&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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\"银行双重资本要求结构。东证股价指数收窄早盘涨幅，收盘上涨0.06%，报2,836.19点。","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:20250722:nL6S3TJ0BZ: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":["LU1267930490.SGD","BK4579","LU1146622755.USD","EVS.SI","LU1894683264.USD","LU1121112475.USD","SG9999002224.SGD","LU0784385170.HKD","LU2580892789.USD","LU0787776722.HKD","LU1363072403.SGD","03165","LU1914381329.SGD","LU0070302665.USD","LU1261432733.SGD","LU0114720955.EUR","BK4585","LU0345769128.USD","LU0949170426.SGD","BK5011","LU0882574139.USD","LU0683600562.USD","LU2023250843.SGD","LU1551013425.SGD","LU0969580561.USD","LU0820562030.AUD","LU0310799852.SGD","BK4516","LU2495084118.USD","BK4529","LU0526926950.USD","BK0196","LU2091194634.USD","LU0964807845.USD","BK0183","002594","LU2236285917.USD","IE00BN8TJ469.HKD","LU0823416689.USD","LU0310800379.SGD","AZN.UK","LU0868494617.USD","BK4534","LU1974910355.USD","LU2237443622.USD","LU0557290698.USD","MCO","BK4612","LU0689472784.USD"],"gpt_icon":1},{"id":"2553805702","title":"芯片巨头HBM出货量增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2553805702","media":"芯财富","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553805702?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 15:28","pubTimestamp":1753169332,"startTime":"0","endTime":"0","summary":"SK海力士预计8层HBM3E的出货量将高于预期。SK海力士将从第三季度开始供应英伟达，考虑到需求增加，正在重新评估材料和零件订单，扩大HBM的产量。SK海力士已获得首家供应商的地位。半导体业内人士表示，“SK海力士正配合H20恢复对华出口，扩大HBM3E 8层芯片的量产”，“正在商讨如何确保相关材料和零部件，以应对更多需求”。H20主要搭载SK海力士的HBM，但本周SK海力士通知英伟达，将有限度地为H20供应额外的产能。","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=nesSN20250722153254a45ba307&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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