美股详情

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室温超导概念

2,932.51

-49.9316-1.67%

涨家数：1

跌家数：8

平家数：- -

市盈率：- -

高：3,009.55

开：2,981.93

低：2,925.95

收：2,982.44

成交量：1.34亿

成交额：95.03亿

市值：1.67万亿

流通市值：1.51万亿

数据加载中...

交通压力缓解台积电熊本二厂动工

巴克莱：将台积电目标价上调至355美元

台积电，又一座1.4nm厂

EDA365电子论坛

消息称台积电2nm晶圆代工价格计划上调50%，高通或将三星列入第二选择

老虎资讯综合

AI印钞机！2只打新

A股头条：中美是否会举行新一轮经贸会谈？商务部回应；多晶硅收储平台已成立传闻不实，台积电称AI需求比3个月前预期的还要强劲

周四关注的股票：雀巢、台积电、Salesforce、慧与科技

【国金电子】台积电25Q3法说会纪要

国金电子研究

台积电董事长：目前AI芯片前后段产能均极为吃紧

台积电第三季度法说会内容要点：AI需求比3个月前预期的还要强劲

台积电称资本支出不会突然下降

台积电称AI产能紧张将提升CoWoS产能

台积电法说会：对人工智能大趋势的信心正在“增强”，上调全年资本支出至400—420亿美元

华尔街见闻

台积电：2纳米制程本季度晚些时候将实现量产

美国陆军启动“双面神计划”研发核微型反应堆 BWX Technologies(BWXT.US)等核能企业或打开市场

爱立信和e& Egypt签署了为期四年的核心网络和IT现代化协议

讯石光通讯网

Ionq, Inc.盘中异动股价大跌5.16%

联泓新科：公司电子特气产品已稳定供应台积电、上海新升等行业领先企业

爱立信与加拿大出口发展局签署30亿美元协议加速AI与移动网络研发

环球市场播报

爱立信与加拿大出口发展局签署30亿美元合作协议

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10:50","pubTimestamp":1760669429,"startTime":"0","endTime":"0","summary":"10月17日，$台积电(TSM)$计划将2nm晶圆的代工价格上调50%，让$高通(QCOM)$、联发科等大客户感到为难。业内人士指出，台积电此前将上调N3P工艺代工价格后，高通移动端芯片预计将涨价16%，联发科芯片的售价也将上涨约24%。高通CEO克里斯蒂亚诺・阿蒙在近期表示，在晶圆代工方面会尽可能保留多种选择，虽然$英特尔(INTC)$成功量产18A工艺，但这家公司目前还不在选项内。此番言论被业界解读为可能将$三星(SMSN.UK)$列入“备胎清单”，作为第二选择。 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08:15","pubTimestamp":1760660143,"startTime":"0","endTime":"0","summary":"来源：wind同日，台积电发布了2025年三季报，营收增30.3%至0.99万亿新台币，净利润增39.1%至0.45万亿新台币，相当于每天赚50亿新台币，堪称AI印钞机，整体超市场预期。公司在业绩会议上透露，未来5年AI基础设置的预计复合增长率约为45%。近期5只科创板打新均未破发，单只盈利幅度是114%-271%，市场情绪偏热。","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=nesSN20251017082111a46411bb&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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BWX Technologies(BWXT.US)等核能企业或打开市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2575798293","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575798293?lang=zh_cn&edition=fundamental","pubTime":"2025-10-16 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Egypt签署了为期四年的核心网络和IT现代化协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2575265741","media":"讯石光通讯网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575265741?lang=zh_cn&edition=fundamental","pubTime":"2025-10-16 10:15","pubTimestamp":1760580951,"startTime":"0","endTime":"0","summary":"ICC讯  爱立信与e& Egypt宣布续签为期四年的合作协议，将通过大规模云原生转型项目，对e& Egypt的网络进行现代化升级与扩容，全面提升5G就绪能力。e& Egypt首席技术与信息官Amr Fathy表示：\"此次协议延续了我们与爱立信的长期合作，并支持我们网络的全面转型。\"爱立信欧洲、中东及非洲区北中东副总裁兼负责人Kevin Murphy表示：\"与e& Egypt的续约标志着我们长期合作的重要迈进。\"爱立信与e& Egypt拥有多年合作历史，涵盖多代移动技术及多个领域。","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=nesSN202510161030169730de2d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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23:48","pubTimestamp":1760543332,"startTime":"0","endTime":"0","summary":"北京时间2025年10月15日23时48分，Ionq, Inc.股票出现波动，股价大幅跳水5.16%。截至发稿，该股报73.55美元/股，成交量1400.59万股，换手率4.03%，振幅8.45%。Ionq, Inc.股票所在的电脑硬件行业中，整体涨幅为3.07%。其相关个股中，Sandisk Corporation、Zspace, Inc.、Q/C Technologies, Inc.涨幅较大，Rigetti Computing, Inc.、嘉楠科技、Q/C Technologies, Inc.较为活跃，换手率分别为20.79%、19.87%、17.69%，振幅较大的相关个股有Velo3D, Inc.、嘉楠科技、Unusual Machines, Inc.，振幅分别为20.29%、16.67%、15.38%。","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=nesSN20251015234852972ff90f&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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21:26","pubTimestamp":1760534808,"startTime":"0","endTime":"0","summary":"联泓新科在互动平台表示，公司电子特气产品已稳定供应台积电、上海新升等行业领先企业，光刻胶树脂单体、固态电池部分产品已形成批量销售。","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=nesSN2025101521274994caf3c9&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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