美股详情

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安森美半导体

50.17

+0.63001.27%

盘后：50.320.1500+0.30%19:58 EDT

成交量：814.25万

成交额：4.11亿

市值：209.65亿

市盈率：34.03

高：51.30

开：50.34

低：50.05

收：49.54

数据加载中...

总览公司新闻公告

英伟达首度推出NVLink Fusion 正式进入ASIC市场

【中信证券：算力长期需求持续龙头PCB/CCL有望深度受益】中信证券指出，算力产业围绕英伟达链和ASIC链的投资机会维持高景气，看好国内PCB/CCL行业龙头有望受益于高端产能供需紧张下的产业机会，业绩增长仍具较强持续性和较高确定性。预计卡位龙头核心客户技术升级周期、具备协同开发合作能力的厂商将持续深度受益。

中信证券：算力长期需求持续龙头PCB/CCL有望深度受益

BUZZ-美股周报：狂热

电子周观点：谷歌I/O2025AI亮点众多关注ASIC及端侧AI受益产业链

国金证券股份有...

美国洲际交易所棉花期货：6月6日涨0.06%，ON - call订单有变化

安森美半导体6月5日成交额为5.96亿美元

博通：ASIC 增速 “失灵”，万亿 ASIC 故事遇 “坑” or 迎 “机”？

截至5月30日美棉On-Call周报

安森美半导体6月4日成交额为14.08亿美元

萨尔瓦多总统布克尔与白宫代表讨论比特币合作

美满电子：ASIC核心受益标的首次覆盖给予“买入”评级

嗡嗡声--美国股票走势-波音、GlobalFoundries、特斯拉

AI芯片，下一个关键战场

半导体芯闻

继小米玄戒之后谷歌加入自研Soc阵营：基带外挂三星

安森美半导体6月3日成交额为11.12亿美元

极光旗下EngageLab及GPTBots双品牌通过SOC 2 Type II认证，数据安全与国际合规能力再获权威认可

安森美半导体6月2日成交额为2.91亿美元

上交所重磅，“沪市小盘”指数上新！机构高比例持股名单曝光

安森美半导体5月30日成交额为4.29亿美元

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“机”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541888560","media":"海豚投研","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541888560?lang=zh_cn&edition=fundamental","pubTime":"2025-06-06 10:14","pubTimestamp":1749176067,"startTime":"0","endTime":"0","summary":"公司本季度毛利率 68%，整合毛利率更高的 VMware 业务带动公司整体毛利率的逐步提升。具体来看：①AI 业务：44 亿美元，环比增长 3 亿美元，符合市场预期。而随着 TPUv6 量产增加，AI 业务有望在下半年增长加快，公司预期下季度 AI 业务收入 51 亿美元，环增提升至 7 亿美元。若剔除股权激励的影响，公司本季度的核心经营费用为 22 亿美元，环比增长 1.3 亿美元，公司加大了对 AI 半导体的研发投入。增量主要来自于半导体的 AI 业务，而软件业务及 VMware 保持相对平稳。","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=nesSN20250606101618a49c39d6&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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首次覆盖给予“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2541022154","media":"华兴证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541022154?lang=zh_cn&edition=fundamental","pubTime":"2025-06-05 00:00","pubTimestamp":1749052800,"startTime":"0","endTime":"0","summary":"ASIC 的需求前景优于GPU。美满电子有望持续获得ASIC 订单。据公司透露，美满电子已分别于2023 年2 月和2024年12 月与AWS 达成ASIC 合作协议。我们认为公司与第三家CSP 客户成功合作有望助力美满电子的ASIC 业务潜力。首次覆盖给予“买入”评级，目标价为110.42 美元：目标价格对应2027-28 财年平均P/E的27.0 倍，是美满电子过去五年的24 个月远期市盈率的中位数。","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=nesSN20250605191206a6fbab50&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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