美股详情

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半导体精选

4,323.87

+10.800.25%

涨家数：8

跌家数：9

平家数：- -

市盈率：- -

高：4,342.01

开：4,314.31

低：4,292.81

收：4,313.07

数据加载中...

意法半导体将收购恩智浦Mems传感器业务

英特尔发布乐观销售展望本轮计划裁员15%

环球市场播报

英特尔：到目前为止，我们在以色列的制造运营或产品开发中心都没有出现重大中断

BUZZ-英特尔因计划裁员近 25%而上涨

英特尔股价盘后上涨4%。

英特尔将进一步放缓俄亥俄州的建设进度，以确保支出与市场需求相匹配。

美股异动 | 英特尔(INTC.US)跌逾2% 投资者耐心告急最新财报亟需交出盈利路线图

【招商电子】德州仪器25Q2跟踪报告：终端市场呈现复苏态势，指引工业领域短期增长过热

美国OTC市场Stmicroelectronics股价重挫18.48% 市值跌43.5亿美元

美光推出首款太空级SLC NAND

投资者耐心告急，盈利路径成英特尔CEO关键考验

华尔街见闻

意法半导体第二季度营业亏损约1.33亿美元受重组和减值支出影响

更开源·更智能｜2025广和通&高通闭门技术交流圆满举行

广和通FIBOCOM

苏姿丰：台积电美国厂生产的芯片成本要高出5%至20% / 长鑫存储推进DDR5工艺升级：大规模生产时间延至2025年末

BUZZ-Mobileye 全球公司上调年度收入预期

江波龙 RDIMM 内存条率先完成 AMD 锐龙 TR PRO 9000WX 处理器兼容性认证

突发爆雷！刚刚，暴跌！

中国基金报

意法半导体次季业绩逊预期盘前跌逾10%

【快讯】长江存储“全国产化”产线今年试产

微电子制造

重组导致意法半导体(STM.US)巨额亏损但业绩展望燃起MCU复苏预期

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市值跌43.5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2553288789","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553288789?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 22:00","pubTimestamp":1753365601,"startTime":"0","endTime":"0","summary":"北京时间2025年07月24日22时00分，美国OTC市场Stmicroelectronics股票出现异动，股价急速跳水18.48%。美国OTC市场Stmicroelectronics股票所在的半导体行业中，整体涨幅为0.46%。其相关个股中，迈凌、美国像素、Valens Semiconductor Ltd.涨幅较大，Wolfspeed, Inc.、美国像素、迈凌较为活跃，换手率分别为15.29%、7.95%、5.02%，振幅较大的相关个股有迈凌、Nve Corporation、Wolfspeed, Inc.，振幅分别为15.27%、13.87%、12.87%。美国OTC市场Stmicroelectronics公司简介：1987年，意大利公司SGS Microelettronica与法国Thomson Semiconductors非军事业务合并成立了意法半导体有限公司。","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=nesSN20250724220001a6bfdd22&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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NAND、NOR 和 DRAM 解决方案的产品组合中的第一款。美光表示，在商业和政府任务快速增长的推动下，太空经济正在飞速发展。美光 SLC NAND：经过太空极端环境测试星载技术必须承受恶劣的环境条件才能取得成功的任务结果。虽然这是其第一款正式通过太空认证的产品，但美光的 NAND 闪存已经通过合作和客户测试执行任务。","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=nesSN20250724214434a46174e3&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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21:14","pubTimestamp":1753362872,"startTime":"0","endTime":"0","summary":"英特尔新任CEO Lip-Bu Tan上任三月即面临严峻考验。市场预计英特尔Q2收入将同比下降7%至119亿美元，每股亏损31美分。英特尔的复苏关键在于能否抓住AI机遇、吸引代工客户并夺回市场份额。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3751824","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/3751824","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":["BK4575","LU0081259029.USD","BK4585","BK4534","BK4588","BK4512","BK4533","BK4554","BK4535","INTC","LU2543165471.USD","BK4141","BK4550","BK4602","BK4515","BK4529","BK4605","LU0321505439.SGD","LU0321505868.SGD","BK4527","BK4612","BK4543","BK4579"],"gpt_icon":1},{"id":"2553878640","title":"意法半导体第二季度营业亏损约1.33亿美元 受重组和减值支出影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2553878640","media":"e公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553878640?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 20:33","pubTimestamp":1753360380,"startTime":"0","endTime":"0","summary":"第二季度，公司录得营业亏损约1.33亿美元，亏损原因是该公司计划精简业务，计提了1.9亿美元的减值和重组费用。若剔除重组和减值支出，意法半导体表示其营业利润可达5700万美元。谈及经营情况，意法半导体表示，公司第二季度汽车芯片销售额略低于公司预期，但个人电子和工业部门的收入有所增加。展望第三季度，德州仪器预计公司营业收入将在44.5亿美元至48亿美元之间。今年第二季度，恩智浦实现营收29.26亿美元，同比减少6%，环比增长3%。","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=nesSN20250724203608a46157a3&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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19:27","pubTimestamp":1753356461,"startTime":"0","endTime":"0","summary":"由广和通与高通联合主办的“2025高通智能物联网技术日”于7月24日在深圳顺利举办。他表示广和通积极拥抱AI发展趋势，依托高通领先芯片平台与技术优势，加快AI解决方案的商业部署，并携手更多合作伙伴，推动边缘智能的规模化应用。他提出，广和通AI能力融合行业方案，已逐步商用，加速各类智能终端中的价值释放。","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=nesSN20250724194439a6bfa3cc&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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/ 长鑫存储推进DDR5工艺升级：大规模生产时间延至2025年末","url":"https://stock-news.laohu8.com/highlight/detail?id=2553070472","media":"中电网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553070472?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 19:19","pubTimestamp":1753355996,"startTime":"0","endTime":"0","summary":"与台积电台湾工厂生产的类似零件相比，美国工厂芯片的成本将“高出5%以上，但不会超过20%”。苏姿丰还表示，公司正在实现关键芯片供应的多元化，预计今年底前将取得台积电亚利桑那工厂生产的首批芯片。长鑫存储推进DDR5工艺升级：大规模生产时间延至2025年末据台媒报道，中国DRAM厂商长鑫存储 正在积极推进其DDR5和LPDDR5 DRAM工艺升级。减持后，国家集成电路产业基金持有公司股份2006万股，占公司总股本的4.78521%，不再是公司持股5%以上股东。","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=nesSN20250724194746a46141b2&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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全球公司上调年度收入预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2553202330","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553202330?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 19:14","pubTimestamp":1753355677,"startTime":"0","endTime":"0","summary":"7月24日 - ** 自动驾驶技术公司Mobileye Global的MBLY.O股价盘前上涨6.2%至17.10美元** MBLY将其年收入预期从 ，达到17.7亿至18.9亿美元，而公司之前的预期为16.9亿至18.1亿美元。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:20250724:nL4S3TL16Q:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4515","BK4554","BK4585","BK4534","LU2543165471.USD","BK4612","BK4579","LU0081259029.USD","BK4512","MBLY","LU0321505868.SGD","BK4157","BK4602","BK4588","BK4543","BK4535","BK4550","BK4575","BK4141","BK4124","BK4533","BK4529","LU0321505439.SGD","BK4527","BK4605"],"gpt_icon":0},{"id":"2553093872","title":"江波龙 RDIMM 内存条率先完成 AMD 锐龙 TR PRO 9000WX 处理器兼容性认证","url":"https://stock-news.laohu8.com/highlight/detail?id=2553093872","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553093872?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 18:07","pubTimestamp":1753351676,"startTime":"0","endTime":"0","summary":"IT之家 7 月 24 日消息，AMD 昨日正式发售了锐龙 Threadripper PRO 9000 WX 系列处理器，国内存储模组大厂江波龙今日宣布其 BG 系列企业级 DDR5 RDIMM 内存条率先通过该平台的严苛兼容性测试，并被指定为官方工作站内存配置。江波龙的获认证 RDIMM 内存条采用 2R×4 / 2R×8 架构设计，容量覆盖 32~128GB 范围内的多个容量点，速率可达 6400Mbps，拥有 On-Die + Side-Band 双重 ECC 纠错机制。","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=nesSN20250724180808971bc645&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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