美股详情

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喜马拉雅资本持仓

3,274.62

-11.2144-0.34%

涨家数：1

跌家数：4

平家数：1

市盈率：- -

高：3,309.76

开：3,284.82

低：3,232.09

收：3,285.84

成交量：1.45亿

成交额：300.85亿

市值：8.23万亿

流通市值：7.80万亿

数据加载中...

总览新闻资讯

马斯克一句“菜鸟数字”，把Waymo已部署2500辆自动驾驶Robotaxi瞬间推上热搜，再次点燃2条技术路线的口水战

Ofweek维科网

单年投入超720亿美元！Meta首席营销官回应AI投资质疑

高瓴Q3持仓：大手增持拼多多、阿里等科技股

外媒：谷歌Gemini 3.0即将推出，有望重塑人工智能竞赛

存储价格上涨太快，多家模组厂延后新品发布

手机厂商叫苦不迭！

华强北内存条炒成“黑金条”：一天几个价有产品价格涨3倍

苹果iPhone Air 2跳票？彭博名记公布真正原因

凤凰网科技

存储芯片严重缺货涨价：DRAM厂也不敢增产！风险太大了

Meta 高管回应 AI 投资泡沫质疑：投入虽大但未失控

CDS复兴？“AI发债潮”重燃了市场的“次贷回忆”

华尔街见闻

一周概念股：存储芯片涨价致手机厂暂缓采购，应用材料、通用汽车加速中美供应链脱钩

三星Galaxy S26手机被曝有线充电25W，充电速度会快于苹果iPhone 17

三星、SK海力士、美光拟集体减产提价

电子工程专辑

涨价60%！芯片，重大突发！

内存、SSD价格涨上天厂商笑开花：有多少货都不够卖

中国顶流私募“美股成绩单”出炉：阿里、拼多多成香饽饽

智通财经网

卖苹果、买谷歌，巴菲特卸任前为芒格“圆梦”

从印度二本到Meta副总裁！被拒绝15次的他，撑起AI地基

美国陪审团称苹果必须在智能手表专利案中向 Masimo 支付 6.34 亿美元

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14:25","pubTimestamp":1763360717,"startTime":"0","endTime":"0","summary":"引言最近，美国两大自动驾驶巨头特斯拉、Waymo又掀起了口水仗。近日，电动汽车分析师索耶·梅瑞特在社交平台X上发帖称，谷歌旗下自动驾驶公司Waymo已在全美范围内部署了2500辆自动驾驶出租车。换句话说，Waymo的2500辆是“0-1”的终点，特斯拉的100万辆是“1-N”的起点，两条路线终将交汇。原文标题 : 马斯克一句“菜鸟数字”，把Waymo已部署2500辆自动驾驶Robotaxi瞬间推上热搜，再次点燃2条技术路线的口水战","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=nesSN2025111714253695093e88&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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3.0即将推出，有望重塑人工智能竞赛","url":"https://stock-news.laohu8.com/highlight/detail?id=2584061929","media":"环球网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584061929?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 13:28","pubTimestamp":1763357298,"startTime":"0","endTime":"0","summary":"面对长期以来的首次生存威胁，谷歌迅速调整团队，努力将生成式人工智能融入其众多核心产品中。Gemini的用户数量激增，人工智能到目前为止尚未撼动谷歌的广告业务这一“摇钱树”，要求皮查伊辞职的呼声也逐渐平息。外媒称，谷歌也面临着一个巨大的挑战。外媒表示，业内人士称Gemini 3.0非常令人印象深刻，如果真是如此，那么它可能会给谷歌一个夺回行业榜首的机会。","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=nesSN20251117132919976e232f&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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08:42","pubTimestamp":1763340157,"startTime":"0","endTime":"0","summary":"对于国内手机厂商而言，这场涨价潮来得尤为“致命”。数据显示，目前小米、OPPO、vivo的整体存储芯片库存周期普遍在1.5至2个月之间，而作为手机运行核心的DRAM芯片，部分厂商库存已不足三周，若持续暂缓采购，可能面临后续生产断供的风险。对于手机厂商而言，如何在这场涨价潮中平衡好库存、成本与市场竞争力，将成为考验企业供应链管理能力的关键。","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=nesSN20251117090659a6fe0800&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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有产品价格涨3倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2584694323","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584694323?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 08:06","pubTimestamp":1763338011,"startTime":"0","endTime":"0","summary":"快科技11月17日消息，据媒体报道，近期国内存储市场经历了一轮显著的“涨价潮”。自今年4月以来，华强北市场上各类存储产品价格普遍实现“翻倍式上涨”，部分型号涨幅甚至高达三倍。这一波价格上涨背后，是供需关系的显著变化。据华强北商家反馈，有内存条价格从4月的约1000元涨至目前的4200元。存储产品甚至被市场类比为“黑金条”，价格波动引发广泛焦虑。这轮涨价已传导至下游消费电子领域。","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=nesSN20251117081734976da176&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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Air 2跳票？彭博名记公布真正原因","url":"https://stock-news.laohu8.com/highlight/detail?id=2584217699","media":"凤凰网科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584217699?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 06:55","pubTimestamp":1763333709,"startTime":"0","endTime":"0","summary":"古尔曼称，苹果今年在iPhone Air命名中去除17，表明它并非每年更新的机型。美国科技网站The Information此前报道称，由于销量低于预期，苹果已无限期推迟iPhone Air 2。因此，苹果并非因销量不佳而推迟发布iPhone Air 2。The Information报道称，iPhone Air 2推迟发布的另外一个原因是增加第二颗后置摄像头。对于iPhone Air 2的发布时间，古尔曼表示，苹果将在2026年秋季发布三款高端机型iPhone 18 Pro、iPhone 18 Pro Max以及可折叠机型。大约6个月后，苹果将在2027年春季发布iPhone 18、iPhone 18e以及可能的iPhone Air 2。","market":"sh","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/8oLYRRdywsM","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":["LU0289961442.SGD","LU0048584097.USD","BK4573","BK4553","LU0210536198.USD","LU0070217475.USD","LU0057025933.USD","IE0004445015.USD","BK4170","LU0158827781.USD","BK4574","LU1674673428.USD","LU0072462426.USD","SG9999017495.SGD","LU0719512351.SGD","LU2458330243.SGD","LU2430703178.SGD","GB00BDT5M118.USD","SG9999015358.SGD","LU1116320901.HKD","AAPL","IE0005OL40V9.USD","LU0795875086.SGD","IE00B4YYXB79.USD","LU1232071149.USD","LU1244550494.USD","LU1035775433.USD","LU0096362180.USD","LU1815336760.USD","LU2505996681.GBP","LU2089283258.USD","LU1316542783.SGD","LU0158827948.USD","LU2077746001.SGD","IE00BJJMRY28.SGD","LU2361044949.HKD","SG9999014559.SGD","IE00BJTD4N35.SGD","LU0683600562.USD","LU0472753341.HKD","LU0640476718.USD","LU2087625088.SGD","BK4550","LU2456880835.USD","LU1046421795.USD","IE00B5949003.HKD","LU0957808578.USD","SG9999001424.SGD","MACW.SI","BK4527"],"gpt_icon":1},{"id":"2583595661","title":"存储芯片严重缺货涨价：DRAM厂也不敢增产！风险太大了","url":"https://stock-news.laohu8.com/highlight/detail?id=2583595661","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583595661?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 18:27","pubTimestamp":1763288831,"startTime":"0","endTime":"0","summary":"快科技11月16日消息，近期AI市场对HBM和传统DRAM芯片的需求持续强劲，并导致价格大幅上涨，但全球DRAM大厂却表现得异常谨慎，不敢贸然大幅扩充产能。DRAM大厂不敢贸然扩产，主要原因是担忧AI泡沫化一旦出现，最糟糕的情况会是投入数百亿美元却几乎没有任何需求。报道指出，虽然需求强劲，尤其在AI企业制定多年扩张计划的背景下，DRAM大厂并未一窝蜂扩建产能，反而把重点放在制程技术升级、更高层堆叠、混合键结，以及HBM等高价值产品。","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=nesSN20251116182944a6fcf6d4&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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高管回应 AI 投资泡沫质疑：投入虽大但未失控","url":"https://stock-news.laohu8.com/highlight/detail?id=2583332669","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583332669?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 16:46","pubTimestamp":1763282801,"startTime":"0","endTime":"0","summary":"据公开计划，Meta 今年在 AI 基础设施方面的支出将高达 720 亿美元，明年还将进一步攀升。他举例称，相较于 19 世纪末美国铁路建设狂潮，“如今的 AI 繁荣看似激进，但并未失控”。舒尔茨强调，Meta 的 AI 投入已切实转化为数十亿美元收入：AI 技术显著优化了其广告投放工具与内容推荐算法。他补充道，该功能只是 Meta 正在开展的众多实验之一，旨在持续训练并优化其 AI 模型。","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=nesSN20251116164715a4a50a4a&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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15:10","pubTimestamp":1763277021,"startTime":"0","endTime":"0","summary":"截至11月7日的六周内，甲骨文相关信用违约掉期的交易量跳升至约42亿美元，而去年同期仅不足2亿美元。随着科技公司准备借入数千亿美元用于AI投资，银行和投资者正越来越多地寻求保护措施。市场参与者大幅增加了对个别科技公司信用违约掉期(CDS)的交易","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3759478","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/3759478","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":["BK4507","BK4573","BK4525","BK4077","BK4527","BK4503","BK4551","BK4550","BK4566","BK4553","FB","BK4533","BK4554","BK4524","BK4581","BK4579","BK4548","BK4508","BK4534"],"gpt_icon":0},{"id":"2583656846","title":"一周概念股：存储芯片涨价致手机厂暂缓采购，应用材料、通用汽车加速中美供应链脱钩","url":"https://stock-news.laohu8.com/highlight/detail?id=2583656846","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583656846?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 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10:11","pubTimestamp":1763259119,"startTime":"0","endTime":"0","summary":"据韩国《朝鲜日报》 报道，全球主要存储芯片厂商包括三星电子、SK海力士、铠侠及美光科技，正计划于2025年下半年集体削减产量，以推动市场价格回升。Omdia预计，三星电子和铠侠的减产态势将持续到明年。SK海力士和美光也采取保守策略限制产量，以期从价格上涨中获益。三星、SK海力士等巨头通过“战略性减产”推动价格反弹，旨在摆脱两年利润低谷。","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=nesSN20251116101744a6fc51ec&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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Masimo 支付 6.34 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2583639240","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583639240?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 12:09","pubTimestamp":1763179777,"startTime":"0","endTime":"0","summary":"美国陪审团称苹果必须在智能手表专利案中向 Masimo 支付 6.34 亿美元Blake Brittain. 加利福尼亚州的一个联邦陪审团周五表示，苹果AAPL.O欠医疗监测技术公司MasimoMASI.O 6.34亿美元，因为苹果侵犯了Masimo的一项血氧读取技术专利。加州诉讼是苹果公司与总部位于加州尔湾市的 Masimo 公司之间有争议的、多线专利斗争的一个分支，Masimo 公司指控苹果公司雇佣其员工并窃取其脉搏血氧仪技术用于苹果手表。2023年，在陪审团未能达成一致裁决后，加州法官宣布Masimo公司起诉苹果公司的商业机密案 。","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:20251115:nL4S3WR03C: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":["LU2543165471.USD","SG9999014575.USD","IE0004086264.USD","BK4507","BK4573","LU1914381329.SGD","LU0943347566.SGD","LU1791710400.SGD","LU0823434583.USD","LU1674673691.USD","LU0942090050.USD","LU0786609619.USD","LU0215105999.USD","LU0784383803.USD","LU2087621335.USD","LU2065170008.USD","SG9999014559.SGD","LU1551013342.USD","IE00B775SV38.USD","LU0787776722.HKD","BK4553","LU1066053197.SGD","LU2065169927.USD","LU2505996681.GBP","MACW.SI","LU0964807845.USD","LU2750360997.AUD","AAPL","LU2764263039.SGD","MASI","LU0545039389.USD","LU2487616109.SGD","LU2054465674.USD","LU1629891620.HKD","LU1551013425.SGD","LU2077746001.SGD","LU1989772923.USD","LU2505996509.AUD","LU1582986359.USD","LU0057025933.USD","LU2552382132.HKD","IE00B7KXQ091.USD","LU2111349929.HKD","LU2403377893.USD","LU2213496289.HKD","LU1582987597.SGD","LU0080751232.USD","LU0205193047.USD","BK4585","IE00B4YYXB79.USD"],"gpt_icon":1}],"pageSize":20,"totalPage":11,"pageCount":1,"totalSize":204,"code":"91000000","status":"200"}]}}