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美股
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半导体精选
3,940.43
-96.6821
-2.39%
涨家数:
9
跌家数:
8
平家数:
- -
市盈率:
- -
高:
4,034.77
开:
4,034.77
低:
3,899.41
收:
4,037.11
数据加载中...
总览
新闻
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14:09","pubTimestamp":1751350140,"startTime":"0","endTime":"0","summary":"我在AI推进大会上看到的内容比去年更增强了我的信心,尽管仍有一些差距需要解决。AI推理子市场——AMD在此领域与英伟达竞争处于更有利地位——年复合增长率达80%。AMD正在为自己开拓更大的市场空间。GPU是数据中心AI的核心,AMD的新MI350系列成为此次活动焦点。AMD在AI领域的成功之处机架级平台发布——我们不应过早乐观,也不知道Helios在市场上表现如何。而我还没有看到AMD在这个领域有任何能够对抗英伟达优势的产品。","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=nesSN20250701141008a4c8392e&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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70% 的座舱","url":"https://stock-news.laohu8.com/highlight/detail?id=2548370026","media":"极客公园","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548370026?lang=zh_cn&edition=fundamental","pubTime":"2025-07-01 11:52","pubTimestamp":1751341920,"startTime":"0","endTime":"0","summary":"高通组队“开黑”,杀入智驾腹地。根据盖世汽车数据,2024 年,高通在中国智能座舱芯片的市场份额超过 70%,远远领先于其他厂商。发布会现场,零跑汽车宣布,他们将推出一款搭载骁龙 8797 芯片的旗舰 D 系列车型,而且这款车将在 2026 年第一季度量产。目前,全球只有少数几家顶级玩家能 hold 住全场,除了英伟达 DRIVE Thor、黑芝麻武当 C1200 家族,高通骁龙 Flex SoC 是目前市面上少数相对成熟的产品。目前,高通在智能座舱的地位,短期内无法撼动。","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=nesSN20250701115927a727800e&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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