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芯片概念

1,344.16

-6.3063-0.47%

涨家数：6

跌家数：4

平家数：1

市盈率：- -

高：1,359.52

开：1,353.61

低：1,338.99

收：1,350.47

数据加载中...

vivo X Fold5成安卓首款支持连接Apple Watch的手机

格芯6月9日成交额为7005.10万美元

苹果iOS 26隐藏更新一览：卫星天气、镜头脏污检测、关闭透明效果等

高通重金布局：24亿美元收购瞄准AI与数据中心未来

讯石光通讯网

定制化ASIC成AI芯片最优选？

半导体行业观察

Acm Research, Inc.6月9日成交额为2848.10万美元

产品 ID 定身份，AMD 锐龙 Z2 A 即早前曝光 20W "AERITH PLUS"

小红书开源1420亿参数大模型，部分性能与阿里Qwen3模型相当

【特约大V】岑智勇：苹果Siri未拟升级或利淡相关概念股

掌管16亿美元资产的财富女王解读AAPL等科技股走势

英特尔升级芯片封装技术 | 每日全球科技要闻

苹果公布实时翻译功能

苹果展示iOS 26 引入CarPlay、Apple Music、Apple Games等新功能

机构：苹果即将开启AI货币化之旅

macOS Tahoe将是英特尔芯片Mac的最后一次更新

iPadOS 26：应用窗口能随便拖、随便放，彻底像台Mac电脑

苹果tvOS 26发布：引入玻璃质感界面，支持视觉特效功能

花旗集团将美光科技目标股价从每股110.00美元上调至130.00美元。

市场消息：美国抗议者打断苹果软件开发者活动，随后被安保人员带走。

英特尔携手蓝戟科技深耕GPU领域，专业实力驱动B60系列显卡生态落地

中关村在线

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09:31","pubTimestamp":1749519117,"startTime":"0","endTime":"0","summary":"ICC讯半导体IP在芯片行业生态中日益关键，高通24亿美元收购Alphawave Semi的举措再次印证了这一趋势——大型IC厂商正通过收购而非内部开发获取专业IP技术。此次收购也凸显了高通寻求突破移动处理器业务的多元化战略。虽然高通正尝试通过PC处理器扩大市场份额，但收购Alphawave显然瞄准数据中心和AI芯片。根据英国《收购准则》第2.7条规定，高通收购Alphawave Semi预计于2026年第一季度完成，需满足包括监管批准、股东多数同意及英国高等法院核准等条件。","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=nesSN2025061009331295159021&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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09:19","pubTimestamp":1749518370,"startTime":"0","endTime":"0","summary":"在芯片业务方面，我们的模型显示，博通的AI芯片收入增长了46.7%，达到44.2亿美元，而其他芯片销售额则下滑了4.8%，至39.9亿美元。这意味着博通第三财季的AI总收入将达到51.6亿美元，而2025财年全年的AI总收入预计将达到约190亿美元，甚至可能更高。","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=nesSN20250610092753a7015690&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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Research, Inc.6月9日成交额为2848.10万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2542352511","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542352511?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 09:15","pubTimestamp":1749518128,"startTime":"0","endTime":"0","summary":"美东时间2025年6月9日，Acm Research, Inc.成交额为2848.10万美元，成交额较昨日减少25.27%，当日成交量为113.26万股。Acm Research, Inc.于2025年6月9日涨1.3%，报25.02美元，该股过去5个交易日涨9.98%，年初至今涨65.7%，过去60日跌8.82%。|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）|#|2025-06-09|2848.10万|-25.27%|113.26万|#|2025-06-06|3811.33万|60.72%|155.90万|#|2025-06-05|2371.47万|-3.01%|100.99万|#|2025-06-04|2444.96万|45.99%|105.49万|#|2025-06-03|1674.75万|16.56%|72.05万|ACM Research Inc为全球半导体行业提供先进、创新的资本设备。","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=nesSN20250610091543a7015269&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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A。IT之家进一步考察锐龙 Z2 A 的产品 ID，其代号为 \"100-000001835\"，这与此前曝光的 20W 版 \"AERITH PLUS\" 处理器完全一致，而锐龙 Z2 A 的 cTDP 区间也正是 6~20W。此外，20W 版 \"AERITH PLUS\" 提到其 CPU 频率为 3.8GHz，这也是锐龙 Z2 A 的最高加速时钟频率；不过 20W 版 \"AERITH PLUS\" 的海关物流信息中提到了 LPDDR5x-8533，但锐龙 Z2 A 仅实际支持到 LPDDR5 -6400，这可能是因为成本因素。","market":"fut","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://finance.sina.com.cn/stock/t/2025-06-10/doc-inezpywq0457324.shtml","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":"sina","symbols":["BK4512","LU1242518857.USD","LU0198837287.USD","LU2250418816.HKD","PLUS","LU1880398471.USD","LU1852331112.SGD","LU0109392836.USD","IE00BMPRXN33.USD","GFS","LU1988902786.USD","BK4588","BK4534","LU0082616367.USD","LU0823434740.USD","LU1064131342.USD","BK4566","AMD","BK4614","IE0009356076.USD","LU0642271901.SGD","LU0979878070.USD","LU1951200564.SGD","LU2098885051.SGD","LU0127658192.USD","LU1803068979.SGD","LU1303367103.USD","LU2264538146.SGD","LU0081259029.USD","LU0390134368.USD","BK4573","LU0889565833.HKD","LU0823421416.USD","BK4141","BK4575","IE00B5949003.HKD","LU1242518931.SGD","BK4612","LU1316542783.SGD","LU1923623000.USD","LU1989764664.SGD","BK4585","LU0056508442.USD","BK4543","BK4140","IE00BMPRXR70.SGD","LU2054465674.USD","LU2360106780.USD","LU2458330169.SGD","LU0823421333.USD"],"gpt_icon":1},{"id":"2542737351","title":"小红书开源1420亿参数大模型，部分性能与阿里Qwen3模型相当","url":"https://stock-news.laohu8.com/highlight/detail?id=2542737351","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542737351?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 08:59","pubTimestamp":1749517140,"startTime":"0","endTime":"0","summary":"在 AI 领域向来低调的社交平台小红书，近期开源了其首个自研大模型。目前来看，dots.llm1大部分性能与阿里Qwen 2.5模型，部分性能与阿里Qwen 3模型相当。小红书老股的报价已经到了350亿美元，超过2500亿元。公开信息称，2024年小红书净利润超过10亿美元。作为未来工作的一部分，小红书hi lab的目标是训练一个更强大的模型。","market":"fut","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://finance.sina.com.cn/stock/t/2025-06-10/doc-inezpywn3669565.shtml","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":"sina","symbols":["BK4579","BK4503","BK4502","LU0310800965.SGD","BK4220","LU1769817096.USD","BK4575","LU1242518857.USD","LU1152091754.HKD","ALBmain","LU0918141887.USD","LU0979878070.USD","LU1880383366.USD","LU0067412154.USD","LU1152091168.USD","IE00BFMHRM44.USD","LU0880133367.SGD","LU1688375341.USD","BK4558","BK4533","BK4565","LU0072913022.USD","LU1823568750.SGD","BK4526","BK4524","BK4607","BK4504","LU0052756011.USD","LU0348814723.USD","LU1282648689.USD","LU1515016050.SGD","BK4505","BK4554","BK4535","BK4122","LU1051769294.HKD","LU0918141705.HKD","LU1048596156.SGD","BK4527","LU1046421795.USD","LU1105468828.SGD","LU0128525689.USD","LU0821914370.USD","LU0072462343.USD","LU1048588211.SGD","LU0797268264.HKD","LU2226246903.HKD","LU1242518931.SGD"],"gpt_icon":1},{"id":"2542335192","title":"【特约大V】岑智勇：苹果Siri未拟升级 或利淡相关概念股","url":"https://stock-news.laohu8.com/highlight/detail?id=2542335192","media":"金吾资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542335192?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 08:47","pubTimestamp":1749516422,"startTime":"0","endTime":"0","summary":"MACD牛差扩阔；全日上升股份 1168只，下跌 698只，整体市况向好。金蝶国际股价升11.801%，为最大升幅恒科指成份股。苹果开发者大会开幕，推出多项新产品及新功能，但Siri语音助手进行AI升级短期将不会推出 。在2025年第1季度，未经审计营业收入约人民币20.35亿元，未经审计营业成本约人民币11.4亿元，及未经审计归属于母公司所有者的净利润约人民币2.27亿元。于2025年3月31日止，集团未经审计总资产约人民币145.94亿元。","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=nesSN2025061008473997789385&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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07:28","pubTimestamp":1749511685,"startTime":"0","endTime":"0","summary":"Walser指出，对前总统Donald Trump关税政策的担忧拖累了这家iPhone制造商的股价。Apple以其高度依赖国际制造而闻名。平均目标价显示，Apple股价在未来一年可能上涨超过13%。若实现该目标，将标志着Apple在2025年已下跌约19%的股价出现反转。Snowflake股价周三也创下52周新高，年内涨幅已达35%。根据LSEG的调查，大多数分析师仍对该股给予“买入”评级，平均预期该股仍有超过6%的上涨空间。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2025/06/10072850958919.shtml","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":"jinrongjie_highlight","symbols":["SG9999015986.USD","LU1066051811.HKD","SGXZ31699556.SGD","BK4575","AAPL","IE0004445239.USD","LU1037948541.HKD","LU2237438978.USD","LU1280957306.USD","LU2108987350.USD","IE000ITXATA3.USD","LU1989772923.USD","LU1506573853.SGD","BK4507","SG9999002224.SGD","LU0203201768.USD","LU1935042215.USD","SG9999015358.SGD","LU1244550494.USD","GB00BDT5M118.USD","LU0097036916.USD","LU2191332357.HKD","LU0345770993.USD","LU2063271972.USD","LU2065170008.USD","LU2471134796.USD","TTTN","BK4534","LU0157215616.USD","LU1206712785.SGD","LU2168564149.EUR","LU2552382132.HKD","LU0784383803.USD","LU2756315664.SGD","LU0061474960.USD","BK4554","LU1934455194.USD","IE0004445015.USD","MACW.SI","LU2552382215.SGD","LU1551013425.SGD","BK4592","LU0203202063.USD","LU1852331112.SGD","03086","LU0724617625.USD","LU1935043536.SGD","LU1232071149.USD","BK4574","LU0823421416.USD"],"gpt_icon":1},{"id":"2542355841","title":"英特尔升级芯片封装技术 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26 引入CarPlay、Apple Music、Apple Games等新功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2542535763","media":"格隆汇","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542535763?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 06:19","pubTimestamp":1749507551,"startTime":"0","endTime":"0","summary":"格隆汇6月10日｜苹果今天预览了iOS 26，这是一个重大的更新，带来了美丽的新设计，智能体验，以及对用户每天依赖的应用程序的改进。苹果智能系统集成了整个系统，并从头开始建立隐私保护，功能更加强大。iOS 26还引入了CarPlay、Apple Music、地图和钱包等新功能，以及苹果游戏（Apple Games），这款全新的应用程序可以让玩家在一个地方玩所有游戏。","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=nesSN202506100620069778688f&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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26，这种差异更加明显。苹果表示，用户可“灵活调整应用窗口大小”，并将窗口自由放置在屏幕任意位置。长期以来，iPad在Mac和iPhone之间寻求平衡，但业界一直争论其究竟应更像哪一方。今年WWDC前的传闻就暗示iPad将向Mac靠拢，这次更新也印证了这一趋势。iPad还配备了专属的游戏悬浮窗，用户无需切换应用即可调整设置、与好友聊天。","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://finance.sina.com.cn/stock/t/2025-06-10/doc-inezpiys6156577.shtml","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":"sina","symbols":["BK4575","LU2452424414.USD","LU2168564065.EUR","IE000W1ABFV2.USD","IE00B3SWFQ91.USD","LU2168563687.JPY","BK4579","LU1244550494.USD","LU0149725797.USD","BK4512","IE00B5949003.HKD","LU0949170426.SGD","SG9999015341.SGD","LU0203201768.USD","LU2106854487.HKD","LU0949170772.SGD","LU0738911758.USD","SG9999014880.SGD","LU1003077747.HKD","LU2168564495.EUR","LU2462157665.USD","IE00BSNM7G36.USD","BK4576","LU1974910355.USD","LU2023250330.USD","LU1935042991.SGD","LU0345768740.USD","LU2168564149.EUR","LU0882574139.USD","LU1582986433.USD","LU0203202063.USD","BK4573","SG9999014542.SGD","LU0889565833.HKD","MACW.SI","LU1720051017.SGD","IE00BZ1G4Q59.USD","AAPL","BK4574","IE00BN8TJ469.HKD","LU1699723380.USD","SG9999015986.USD","LU1242518857.USD","IE00BBT3K403.USD","BK4571","LU2242649171.HKD","LU2168564222.USD","LU1244550221.USD","BK4581","LU0784384876.USD"],"gpt_icon":1},{"id":"2542334937","title":"苹果tvOS 26发布：引入玻璃质感界面，支持视觉特效功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2542334937","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542334937?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 02:15","pubTimestamp":1749492958,"startTime":"0","endTime":"0","summary":"专题：苹果WWDC25全球开发者大会\n\n　　新浪科技讯 6月10日凌晨消息，今日苹果召开WWDC 2025全球开发者大会，正式发布tvOS 26 。\n　　据悉，tvOS 26引入了全新玻璃质感界面，并更新了 Apple TV App。此外，tvOS 还带来了全新自动登录API，改进 Apple Music 大屏电视下 UI 排版，同时支持视觉特效功能，用户可以使用 iPhone 控制在大屏上发送 Emoji 等内容应援，带来了更生动、更沉浸式的体验。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：丁文武","market":"us","thumbnail":"http://n.sinaimg.cn/finance/transform/60/w550h310/20250610/e85d-301d9486fd73ef71ac76bd804b7e4510.png","type":0,"news_type":0,"thumbnails":["http://n.sinaimg.cn/finance/transform/60/w550h310/20250610/e85d-301d9486fd73ef71ac76bd804b7e4510.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/2025-06-10/doc-inezpiyy9488142.shtml","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":"sina_us","symbols":["LU1582987324.SGD","LU0234572021.USD","LU0109392836.USD","LU0061475181.USD","BK4532","IE0004445239.USD","IE00B7KXQ091.USD","LU2471134523.USD","LU1917777945.USD","LU2505996681.GBP","SGXZ31699556.SGD","LU2023250843.SGD","LU1815336760.USD","LU0080751232.USD","LU2213496289.HKD","MACW.SI","HK0000320264.USD","LU1232071149.USD","LU1852331112.SGD","LU0784385840.USD","LU0957791311.USD","LU0672654240.SGD","LU0127658192.USD","LU2247934214.USD","IE00B5949003.HKD","BK4592","LU0170899867.USD","LU0149725797.USD","LU0354030438.USD","IE00BLSP4239.USD","IE00BKVL7J92.USD","BK4575","BK4550","LU0882574139.USD","AAPL","LU0942090050.USD","LU2403377893.USD","LU1814569148.SGD","LU0949170426.SGD","IE00BN8TJ469.HKD","LU0476273544.USD","LU1280957306.USD","LU2462157665.USD","SG9999015945.SGD","IE00BSNM7G36.USD","LU0011850046.USD","IE00BFSS8Q28.SGD","LU0203202063.USD","LU1551013425.SGD","LU0265550946.USD"],"gpt_icon":0},{"id":"2542333450","title":"花旗集团将美光科技目标股价从每股110.00美元上调至130.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2542333450","media":"金融界","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2542333450?lang=zh_cn&edition=fundamental","pubTime":"2025-06-10 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