美股详情

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半导体精选

4,970.09

+57.201.16%

涨家数：6

跌家数：11

平家数：- -

市盈率：- -

高：4,999.01

开：4,861.76

低：4,762.03

收：4,912.89

成交量：4.33亿

成交额：735.78亿

市值：9.25万亿

流通市值：8.88万亿

数据加载中...

总览新闻资讯

大量英伟达GPU开始在仓库吃灰

国产芯片选型指南

重磅！中国芯片龙头企业豪威集团，打入英伟达供应链体系

vivo S50系列手机全系采用LPDDR5X搭配UFS4.1，旗舰配置“满上”

一加Ace 6T官宣本月见：全球首发高通骁龙8 Gen5

港股异动 | 英诺赛科(02577)涨超5% 美银看好公司长期增长前景与英伟达合作带来收入上升潜力

中国股市：沪综指早盘略低开，投资者关注政策表态和最新的地缘动态

取消一个处理器，英特尔更新芯片路线图

半导体行业观察

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！

重点关注 16 内存通道版本，英特尔取消 8 通道版 "Diamond Rapids" 处理器

华强北内存条炒成“黑金条”：一天几个价有产品价格涨3倍

英特尔Xeon 654现身Geekbench 两款Granite Rapids工作站处理器规格曝光

格芯2025财年第三财季实现净利润2.48亿美元，同比增加40.11%

比Intel 4004更早！全球首款微处理器MP944：曾严格保密近30年

存储芯片严重缺货涨价：DRAM厂也不敢增产！风险太大了

英特尔酷睿Ultra 7 255U性能表现悬殊，散热设计成关键

英特尔Arrow Lake Refresh处理器曝光：频率提升与DDR5-7200支持

芯片的“互连革命”：先进封装如何重新定义性能的边界

三星、SK海力士、美光拟集体减产提价

电子工程专辑

vivo S50系列新机“官方首爆”：史上旗舰配置最多的S，采用高通骁龙8 Gen5芯片

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到底代表什么？","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/8oLnfVOsqSu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU1261432733.SGD","LU0942090050.USD","LU1496350502.SGD","LU1974910355.USD","SG9999015986.USD","BK4141","LU1823568750.SGD","BK4598","BK4573","BK4579","QCOM","LU0061475181.USD","IE00BVYPNP33.GBP","LU1244550577.SGD","BK4534","BK4612","BK4554","BK4605","GB00BDT5M118.USD","BK4585","SG9999015952.SGD","LU1244550494.USD","LU1069344957.HKD","BK4604","BK4527","LU0079474960.USD","LU2106854487.HKD","SG9999002224.SGD","LU0868494708.USD","LU2023250504.SGD","LU2247934214.USD","SG9999015945.SGD","LU1917777945.USD","LU1084165304.USD","BK4588","LU1244550221.USD","LU1119994496.HKD","IE00BSNM7G36.USD","IE00BVYPNQ40.USD","IE00BGHQDM52.EUR","BK4581","SG9999015978.USD","LU0868494617.USD","BK4512","BK4561","BK4515","SG9999001424.SGD","LU0081259029.USD","SG9999002232.USD","BK4532"],"gpt_icon":0},{"id":"2584690987","title":"港股异动 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中国股市沪综指周一早盘略低开，投资者关注政策表态和最新的地缘动态。沪综指.SSEC早盘略低开0.1%，至3,988.56点，沪深300指数.CSI300低开0.2%。该报导称中国官员计划限制与美国军方有联系的公司获得稀土。美国华尔街股市上周五涨跌互现，投资者关注Nvidia周三将公布的季度业绩，同时担心美联储可能在12月暂停降息。","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:20251117:nL4S3WT020:1","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":["IE00BJJMRX11.SGD","NVD","NVDS","NVDD","NVIW.SI","3NVD.UK","SG9999002232.USD","LU0528227936.USD","LU2028103732.USD","BK4529","NVD2.UK","SG9999014914.USD","IE0001KFT4U8.USD","LU0444973449.USD","LU0345769631.USD","LU2168564495.EUR","IE00BFSS7M15.SGD","LU2430703251.USD","LU1951200564.SGD","LU1720051017.SGD","SNVD.UK","LU0256863811.USD","LU1712237335.SGD","SG9999015978.USD","LU0788109477.HKD","LU1861215975.USD","NVDS.UK","NVDX","LU0203201768.USD","IE00B4JS1V06.HKD","2NVD.UK","LU0557290698.USD","LU0210528500.USD","NVD3.UK","NVDU","LU2463028550.USD","LU1791710582.SGD","LU0175139822.USD","LU2360032135.SGD","LU2931357623.SGD","BK4605","LU2471134879.HKD","LU2552382058.USD","LU0082616367.USD","LU2413666699.HKD","IE00BMPRXQ63.HKD","LU0511384066.AUD","NVDY"],"gpt_icon":1},{"id":"2584469055","title":"取消一个处理器，英特尔更新芯片路线图","url":"https://stock-news.laohu8.com/highlight/detail?id=2584469055","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584469055?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 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09:10","pubTimestamp":1763341831,"startTime":"0","endTime":"0","summary":"据外媒Hardwareluxx报导，多家存储模组制造商的新产品发布时间，也已经从原订的2025年下半年延后至2026年，希望观察供应紧缩对存储价格的影响。这些厂商选择观望2026年的存储价格走势，但未透露哪些具体产品被延后。这也导致了DDR4内存即将停产，其价格不仅不断上涨；DDR5内存的价格也大幅攀升。近期有传闻称，GDDR7显存供应短缺、价格上涨，英伟达原定于2026年第一季度发布的GeForce RTX 50 Super系列预计将推迟到2026年第三或第四季度。","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=nesSN20251117091250a6fe0b3b&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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16 内存通道版本，英特尔取消 8 通道版 \"Diamond Rapids\" 处理器","url":"https://stock-news.laohu8.com/highlight/detail?id=2584869443","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584869443?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 08:36","pubTimestamp":1763339778,"startTime":"0","endTime":"0","summary":"IT之家 11 月 17 日消息，英特尔发言人向外媒 ServeTheHome 确认，该企业已取消至强 7 性能核处理器 \"Diamond Rapids\" 的 8CH。英特尔官方声明如下：我们已将 Diamond Rapids 8CH 从路线图中移除。我们将简化 Diamond Rapids 平台架构，重点聚焦于 16 通道处理器，并将其优势延伸至整个产品线，以支持各类独特客户及其应用场景。英特尔取消 \"Diamond Rapids 8CH\" 显示服务器 CPU 领域正经历一场深层次的变革，而这一浪潮预计也会对伴生的 HEDT / 工作站规格产品造成连带影响。","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=nesSN202511170836509508ae98&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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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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654现身Geekbench 两款Granite Rapids工作站处理器规格曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2584694485","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584694485?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 07:14","pubTimestamp":1763334842,"startTime":"0","endTime":"0","summary":"一款代号为Xeon 654的英特尔处理器近日出现在Geekbench 6数据库中，隶属于尚未发布的Granite Rapids-WS工作站系列。Granite Rapids-WS将分为主流与Expert两个子系列，分别支持四通道和八通道DDR5内存，并提供80条或128条PCIe Gen5通道。消息称该系列最高端型号为Xeon 698X，具备86核心与336MB缓存，部分带“X”后缀的型号支持超频。预计该系列产品将于2025年第四季度末或CES 2026期间发布。","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=nesSN20251117071629a6fddaf0&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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00:02","pubTimestamp":1763308974,"startTime":"0","endTime":"0","summary":"11月17日，格芯公布财报，公告显示公司2025财年第三财季净利润为2.48亿美元，同比增加40.11%；其中营业收入为16.88亿美元，同比减少2.93%，每股基本收益为0.45美元。从资产负债表来看，格芯总负债47.34亿美元，其中短期债务1.33亿美元，资产负债比为3.53，流动比率为3.04。机构评级：截至2025年11月17日，当前有20家机构对格芯目标价做出预测，其中目标均价为39.20美元，其中最低目标价为33.00美元，最高目标价为50.00美元。","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=nesSN20251117000307a6fd6d55&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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超声波指纹。","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/8oJylbT3HCy","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":["LU1974910355.USD","BK4605","LU0868494708.USD","BK4575","GB00BDT5M118.USD","LU0061475181.USD","BK4581","BK4604","LU0079474960.USD","LU1244550577.SGD","LU1496350502.SGD","LU1917777945.USD","SG9999002232.USD","IE00BVYPNP33.GBP","BK4532","SG9999015952.SGD","BK4612","SG9999015978.USD","LU0081259029.USD","BK4534","IE00BGHQDM52.EUR","LU1244550221.USD","LU2247934214.USD","LU1084165304.USD","SG9999001424.SGD","BK4515","BK4141","SG9999015986.USD","BK4573","LU1035775433.USD","LU1119994496.HKD","LU1069344957.HKD","SG9999015945.SGD","BK4585","LU0868494617.USD","IE00BSNM7G36.USD","BK4588","LU1046421795.USD","LU0942090050.USD","LU1244550494.USD","BK4527","IE00BVYPNQ40.USD","LU1261432733.SGD","LU1823568750.SGD","SG9999002224.SGD","BK4598","159813","BK4561","BK4554"],"gpt_icon":0}],"pageSize":20,"totalPage":22,"pageCount":1,"totalSize":435,"code":"91000000","status":"200"}]}}