美股详情

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AI芯片

1,809.49

-55.2013-2.96%

涨家数：1

跌家数：15

平家数：- -

市盈率：- -

高：1,864.67

开：1,864.67

低：1,806.91

收：1,864.69

数据加载中...

独家-英特尔三位高管将在制造业调整中退休

【光大海外】高通：FY25Q3业绩符合预期，汽车、IoT业务收入维持高速增长

研报掘金丨华鑫证券：维持世运电路“买入”评级，未来PCB业务成长空间广阔

高通7月31日成交额为36.45亿美元

英特尔转型：直面现实，来到务实的节点

半导体行业观察

恩智浦7月31日成交额为5.85亿美元

英特尔开放XeSS 2.1 SDK 帧生成与低延迟技术扩展至第三方显卡

领益智造：已为AMD等国际客户批量出货散热模组

南方财经网

谷歌-A7月31日成交额为98.84亿美元

格芯7月31日成交额为6198.93万美元

对标Figma 万兴科技(300624.SZ)孵化Pixso已获中金鑫智百度风投深高新投复星创富等投资

英特尔计划分拆NEX部门爱立信或成少数股东

思科7月31日成交额为12.66亿美元

英特尔(INTC.US)加速业务瘦身：传洽谈引入爱立信(ERIC.US)投资NEX部门

英特尔这些年的“买卖”

半导体行业观察

特斯拉欧洲多国停售Model S/X 上半年德国仅卖出百台

马斯克否认使用特斯拉股票作抵押贷款

高通CEO：正开发数据中心CPU和AI推理芯片！

Android垄断被打破？谷歌在Epic案中败诉，或被迫放宽应用商城限制

华尔街见闻

安谋要自制芯片 IC设计警戒：将直接与客户抢地盘

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13:24","pubTimestamp":1754025844,"startTime":"0","endTime":"0","summary":"美东时间2025年7月31日，高通成交额为36.45亿美元，成交额较昨日增加58.46%，当日成交量为2444.01万股。高通于2025年7月31日跌7.73%，报146.76美元，该股过去5个交易日跌7.61%，年初至今跌3.37%，过去60日涨5.88%。|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）|#|2025-07-31|36.45亿|58.46%|2444.01万|#|2025-07-30|23.00亿|49.68%|1438.25万|#|2025-07-29|15.37亿|-0.74%|946.09万|#|2025-07-28|15.48亿|103.27%|962.73万|#|2025-07-25|7.62亿|-4.09%|480.82万|高通公司开发和授权无线技术，并为智能手机设计芯片。高通公司 的 IP 已获得几乎所有无线设备制造商的许可。","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=nesSN20250801132415a6cd0b39&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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12:49","pubTimestamp":1754023766,"startTime":"0","endTime":"0","summary":"2025年7月24日，英特尔发布了第二季度财报。英特尔代工已经彻底走上一条“不成功便成仁”的道路，是在亏损与重压中寻找那条“服务客户、按时交付、精准投资”的窄门。这也标志着英特尔代工路线图上的关键工艺节点正式踏入客户可验证的交付周期。如今，这一理念不仅成为陈立武执掌英特尔的核心管理准则，也逐渐成为英特尔代工这场硬仗的精神内核。结语英特尔代工不讲神话，只讲现实。","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=nesSN20250801125146a46eeee2&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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12:43","pubTimestamp":1754023380,"startTime":"0","endTime":"0","summary":"美东时间2025年7月31日，恩智浦成交额为5.85亿美元，成交额较昨日增加25.83%，当日成交量为272.72万股。恩智浦于2025年7月31日跌3.25%，报213.77美元，该股过去5个交易日跌4.75%，年初至今涨3.83%，过去60日涨16.12%。|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）|#|2025-07-31|5.85亿|25.83%|272.72万|#|2025-07-30|4.65亿|6.21%|209.27万|#|2025-07-29|4.38亿|-34.31%|191.58万|#|2025-07-28|6.66亿|38.55%|292.51万|#|2025-07-25|4.81亿|-10.73%|216.09万|恩智浦半导体公司是高性能混合信号产品的领先供应商。恩智浦半导体还为工业和物联网，移动和通信基础设施提供服务。","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=nesSN20250801124307a6ccfb6a&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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11:44","pubTimestamp":1754019874,"startTime":"0","endTime":"0","summary":"南方财经8月1日电，领益智造(002600)在互动平台上表示，公司关注GPU、CPU、光模块、服务器等领域的散热产品合作机会。公司已为AMD等国际客户批量出货散热模组，也已全面具备CDU、液冷模组、液冷板、空冷散热模组、热管、均热板、石墨片等产品及系统性散热解决方案的研发、生产能力，相关业务正在顺利推进。近期公司与行业龙头客户在光模块散热、服务器散热及电源、人形机器人零部件及组装等方向加大合作力度。文章来源：南方财经网原标题：领益智造：已为AMD等国际客户批量出货散热模组","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=nesSN2025080111583494c7e346&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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10:26","pubTimestamp":1754015199,"startTime":"0","endTime":"0","summary":"美东时间2025年7月31日，谷歌-A成交额为98.84亿美元，成交额较昨日增加55.11%，当日成交量为5132.92万股。谷歌-A于2025年7月31日跌2.36%，报191.9美元，该股过去5个交易日跌0.14%，年初至今涨1.62%，过去60日涨17.0%。|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）|#|2025-07-31|98.84亿|55.11%|5132.92万|#|2025-07-30|63.72亿|-20.86%|3244.54万|#|2025-07-29|80.52亿|9.87%|4138.92万|#|2025-07-28|73.29亿|-4.66%|3813.95万|#|2025-07-25|76.87亿|-46.95%|3978.59万|Alphabet 是一家全资拥有互联网巨头谷歌的控股公司。","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=nesSN20250801102647a6ccc202&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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10:22","pubTimestamp":1754014933,"startTime":"0","endTime":"0","summary":"美东时间2025年7月31日，格芯成交额为6198.93万美元，成交额较昨日增加8.24%，当日成交量为164.32万股。格芯于2025年7月31日跌5.2%，报37.39美元，该股过去5个交易日跌4.69%，年初至今跌12.86%，过去60日涨4.21%。|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）|#|2025-07-31|6198.93万|8.24%|164.32万|#|2025-07-30|5727.19万|-15.62%|144.43万|#|2025-07-29|6787.29万|-28.26%|167.22万|#|2025-07-28|9460.53万|31.79%|232.17万|#|2025-07-25|7178.48万|25.84%|181.14万|格芯有限公司是全球前五大合同半导体制造商。格芯于2009年与 Chartered Semiconductor Manufacturing 合并，并于2015年收购了IBM的芯片制造业务。","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=nesSN20250801102222a6ccbff5&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, 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万兴科技(300624.SZ)孵化Pixso已获中金鑫智百度风投深高新投复星创富等投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2556502658","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556502658?lang=zh_cn&edition=fundamental","pubTime":"2025-08-01 09:56","pubTimestamp":1754013376,"startTime":"0","endTime":"0","summary":"作为孵化“中国版Figma”Pixso的数字创意软件领域龙头企业，AIGC软件A股上市公司万兴科技，受到市场关注。公开资料显示，万兴科技持有“中国版 Figma”之称的Pixso背后公司博思云创近15%股权，双方形成“技术赋能+资源支持”的深度协同。博思云创2021年成立，是万兴科技内部创新创业机制下跑出的的数字化厂商，其2022年获近亿元Pre-A 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爱立信或成少数股东","url":"https://stock-news.laohu8.com/highlight/detail?id=2556850768","media":"DoNews","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556850768?lang=zh_cn&edition=fundamental","pubTime":"2025-08-01 09:48","pubTimestamp":1754012882,"startTime":"0","endTime":"0","summary":"英特尔在公布2025Q2财报后的一份致客户备忘录中表示，该企业计划将NEX事业部拆分为一个独立实体，专注提供关键通信、企业网络和以太网连接基础设施芯片解决方案。根据彭博社报道，英特尔NEX的长期客户爱立信考虑向NEX投资数亿美元，成为新公司的少数股东。目前，爱立信入股NEX的谈判仍在进行中，协议尚未敲定，存在无法达成的可能。消息称英特尔也正与其他有意购入NEX股份的投资者展开谈判。","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=nesSN20250801095120972b94d5&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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09:44","pubTimestamp":1754012693,"startTime":"0","endTime":"0","summary":"美东时间2025年7月31日，思科成交额为12.66亿美元，成交额较昨日增加19.68%，当日成交量为1852.92万股。思科于2025年7月31日跌0.29%，报68.08美元，该股过去5个交易日跌0.31%，年初至今涨17.26%，过去60日涨15.46%。|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）|#|2025-07-31|12.66亿|19.68%|1852.92万|#|2025-07-30|10.58亿|1.63%|1551.82万|#|2025-07-29|10.41亿|-25.23%|1526.18万|#|2025-07-28|13.93亿|75.11%|2055.84万|#|2025-07-25|7.95亿|-13.92%|1159.00万|思科系统是全球最大的网络设备供应商，也是全球最大的软件公司之一。总体而言，思科拥有 80000 名员工，其产品面向全球销售。","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=nesSN20250801094500a46e9b5a&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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IC设计警戒：将直接与客户抢地盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2556854383","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556854383?lang=zh_cn&edition=fundamental","pubTime":"2025-08-01 07:14","pubTimestamp":1754003648,"startTime":"0","endTime":"0","summary":"近期“安谋要自己设计芯片，与客户竞争”的传言甚嚣尘上，安谋证实相关传闻，震惊业界。法人忧心，安谋此举将直接与客户竞争，挟庞大IP优势挥军AI芯片领域，打乱IC设计业既有秩序，尤其安谋首发锁定AI芯片，直接与英伟达、联发科、博通、迈威尔等客户抢地盘，业界全面警戒。分析师表示，哈斯正带动安谋努力转型为更全面的半导体设计供应商，特别是针对数据中心的芯片设计，抢占AI基础建设增长带来的商机。","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=nesSN20250801071812972b472f&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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