美股详情

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超微电脑

43.26

+1.754.22%

盘后：43.270.0100+0.02%19:59 EDT

成交量：4,932.32万

成交额：21.22亿

市值：284.20亿

市盈率：13.27

高：43.76

开：42.00

低：41.90

收：41.51

52周最高：58.78

52周最低：19.48

股本：6.57亿

流通股本：5.64亿

量比：1.22

换手率：8.75%

股息：- -

股息率：- -

每股收益(TTM):3.26

每股收益(LYR):3.26

净资产收益率：21.47%

总资产收益率：7.88%

市净率：2.77

市盈率(LYR):13.29

数据加载中...

总览公司新闻资讯公告

期权聚焦 | 超微电脑惊现360万美元牛市看涨价差，机构中期看涨却短线谨慎，双卖Call收租暗藏隐忧？

Verda 完成 1.89 亿美元融资，Emergence Capital 领投

期权聚焦 | 超微电脑惊现64.8万美元远期Put大单，虚值Put多空对撞，市场防御情绪占上风？

Super Micro股价上涨，因其开始出货英伟达NVL72机架

超微电脑现已开始出货搭载英伟达Vera Rubin NVL72的机架系统。

期权聚焦 | 超微电脑近90万美元牛市看跌价差+45万双买Call，大单全偏多押注40美元不破

异动解读｜超微电脑盘中上涨5.5%，报40.99美元

值得关注的个股：华纳兄弟、英特尔、Strategy

期权聚焦 | SMCI跨期Call组合净收144万美元，上方39.5-42美元被压制；远期30Put买盘加码防御，情绪偏空

美股异动 | 电脑硬件股普涨慧与(HPE.US)涨逾9%

美股芯片股涨幅持续扩大，英特尔涨超8%，迈威尔科技、ARM涨超7%

老虎资讯综合

异动解读｜超微电脑盘中上涨5.05%，报39.09美元

美股开盘 | 三大股指集体高开！芯片股集体上涨，ARM涨超8%

老虎资讯综合

期权聚焦 | SMCI惊现254万美元远期Call大单，押注2028年40美元突破；中期37Call同步吸筹，看涨情绪升温

Hazeltree称，对冲基金8月份加大了对消费类股票的做空力度

期权聚焦 | SMCI大单偏多布局远月40/42.5美元牛市价差，IV处低位期权定价偏便宜

“木头姐”力挺AI巨头主动放缓开发：有利行业长期发展，AI安全担忧不应被夸大

老虎资讯综合

期权聚焦 | 超微电脑远月虚值Put大单押注深跌，IV处历史低位，看空资金为何提前埋伏？

今日科技股重挫：哪些个股跌幅最惨？

异动解读｜超微电脑盘中下跌6.56%，报36.95美元

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| 超微电脑近90万美元牛市看跌价差+45万双买Call，大单全偏多押注40美元不破","url":"https://stock-news.laohu8.com/highlight/detail?id=1174509579","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174509579?lang=zh_cn&edition=fundamental","pubTime":"2026-09-22 09:02","pubTimestamp":1790038938,"startTime":"0","endTime":"0","summary":"超微电脑收盘价41.20美元，涨5.40%。当日超微电脑期权市场出现明显偏多的大单布局，最大一笔为近90万美元净支出的牛市看跌价差，另有45万美元级双买CALL组合，全量大单未见对抗性看空方向，资金整体押注40.0美元支撑不破。该策略整体属于偏多布局，核心意图是押注超微电脑在后续一段时间内维持相对强势，至少不出现明显下破40.0美元的走势。总体来看，超微电脑当日大单情绪明显偏多，且多头资金呈现出较为主动的进攻姿态。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["SMCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127089266","title":"异动解读｜超微电脑盘中上涨5.5%，报40.99美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1127089266","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127089266?lang=zh_cn&edition=fundamental","pubTime":"2026-09-21 21:43","pubTimestamp":1789998214,"startTime":"0","endTime":"0","summary":"9月21日，超微电脑盘中上涨5.5%，报40.99美元/股，成交额2.73亿美元。超微电脑所在的电脑硬件、储存设备及电脑周边行业中，个股涨跌不一，其中希捷科技涨3.92%，戴尔涨2.33%，西部数据涨2.3%，闪迪涨1.14%，苹果跌0.82%。超微电脑是一家总部位于硅谷的加速计算平台供应商，主要提供应用优化的高性能服务器和存储系统，覆盖企业数据中心、云计算、人工智能、5G及边缘计算等市场。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["SMCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185549669","title":"值得关注的个股：华纳兄弟、英特尔、Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1185549669","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185549669?lang=zh_cn&edition=fundamental","pubTime":"2026-09-21 17:35","pubTimestamp":1789983303,"startTime":"0","endTime":"0","summary":"英特尔、超微电脑、美国超微公司：上周再度启动的涨势令人工智能交易持续走强，推动芯片制造商、服务器设计商及相关公司股价攀升。受此消息提振，派拉蒙股价盘前大涨5%，华纳涨幅更超过7%。Coinbase Global、Robinhood 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21:30","pubTimestamp":1789651830,"startTime":"0","endTime":"0","summary":"9月17日，美股三大股指集体高开，道指涨0.9%，标普500指数涨1.2%，纳指涨1.5%。芯片股集体上涨，ARM涨超8%，迈威尔科技涨超5%，英特尔涨超4%，AMD、超微电脑、高通涨超3%；NEBIUS涨超10%，公司宣布将从10月1日起上调英伟达GPU租赁价格。","market":"us","thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE000Q6AESB8.SGD","LU0082616367.USD","LU2361045086.USD","3NVD.UK","NVDU","IE0001KFT4U8.USD","IE000KEQY171.SGD","NVDD","NVIW.SI","LU1992135472.HKD","LU1935042215.USD","LU2290526834.HKD","LU2028103732.USD","LU0868494708.USD","SGXZ23171101.USD","LU0787776722.HKD","LU1316542783.SGD","BK4581","LU0006306889.USD","LU0061474960.USD","LU1699723380.USD","LU1720051017.SGD","LU2023250330.USD","GSPY","BK4515","LU0868494617.USD","LU0320765059.SGD","LU2462591277.SGD","IE00BBT3K403.USD",".SPX","LU0823431647.USD","LU1261432733.SGD","LU1066051811.HKD","PMMR","LU1815333072.USD","SMAX","LU2756315664.SGD","IE00BVYPNP33.GBP","LU1804176565.USD","LU2505996681.GBP","LU0096362180.USD","LU0965509283.SGD","ARMW","LU2168564222.USD","LU2592432038.USD","LU0234572021.USD","BK4170","LU0124676726.USD","LU0048573561.USD","LU0210533765.USD","DRIV","METV","IE00BDRTCR15.USD","SG9999015945.SGD","LU1674673691.USD","LU1880398471.USD","LU1923623000.USD","LU0011850046.USD","DAUG","LU1691799644.USD","GB00BDT5M118.USD","NQmain","LU0472753341.HKD","AMDU","IE00BZ199S13.USD","LU0557290698.USD","LU2250418816.HKD","LU1435385759.SGD","NVYY","LU0061474705.USD","PBMY","LU0444971666.USD","DLNV","BK4602","IE0004091025.USD","MMAX","LU2430703095.HKD","LU2089985449.USD","LU1267930490.SGD","LU2191332357.HKD","LU2357125470.USD","NVDS.UK","LU1046421795.USD","LU0158827781.USD","LU1988902786.USD","NVII","SPXS","IE00BGHQDM52.EUR","DAMD","IE00BKDWB100.SGD","SQQQ","2NVD.UK","IE000SO60NU8.SGD","LU0823414551.USD","LU0882574139.USD","LU0251142724.SGD","LU2125909759.SGD","IETC","LU2242650005.HKD","IE000M9KFDE8.USD","HK0000320264.USD","BK4532","IE00B19Z8X17.USD","LU1914381329.SGD","LU1732799900.SGD","LU2087625088.SGD","FAI","ARMG","LU1145028129.USD","LU0198837287.USD","LU1267930730.SGD","NVDL","LU0689626769.HKD","LU1169589451.USD","BK4529","NVDX","GAUG","LU2133065610.SGD","LINT","ARTY","LU2098885051.SGD","DMAX","LU0143551892.USD","LU2746668974.SGD","LU0354030511.USD","SINTCmain","LU1935043023.USD","LU1235294995.USD","GTEK","LU0109391861.USD","QCMU","IE00BMPRXR70.SGD","SMCL","DIPS","TOPC","BK4592","LU2168564065.EUR","HK0000914686.HKD","LU1983260115.SGD","GFS","SG9999014559.SGD","SG9999000418.SGD","LU2361044949.HKD","LU0215105999.USD","SMCX","DFUS","IXN","LU0127658192.USD","LU0672654240.SGD","SEPM","SG9999014567.USD","VOO","AMDW","MAYM","LU2125909593.SGD","TWOX","XYLE","LU1935042488.USD","SG9999004303.SGD","LU2764262908.HKD","IE000MB6IJN5.SGD","IE0005OL40V9.USD","LU2473716301.USD","03086","SG9999002232.USD","LU1003077747.HKD","NVC","LU0061475181.USD","LU2381873111.SGD","LU0444973449.USD","LU2237443549.SGD","LU1267930813.SGD","LU0345768740.USD","SPYB","NVD","AMDY","BK4561","FDTX","IE00B3S45H60.SGD","LU0689472784.USD","IE00BFSS7M15.SGD","PQV","LU1571399168.USD","LU2168564495.EUR","AGOX","AMDC","LU0949170772.SGD","BK4567","ARMU","DJUL","LU1861215975.USD","LU2360106780.USD","LU2471134879.HKD","USXF","LU0267386448.USD","LU0823434740.USD","LU0077335932.USD","TQQQ","LU0820561818.USD","LU2294711713.HKD","IE00B4JS1V06.HKD","NVDQ","LU0345770993.USD","LU0640476718.USD","CNAV","LU2106854487.HKD","LU2357305700.SGD","LU2413666699.HKD","LU0321505868.SGD","LU2403377893.USD","NBIG","LU2065169927.USD","IE0000B7K699.USD","IE00BQXX3F31.USD","LU1974910355.USD","JUNP","LU3102509885.SGD","DTCR","LU2602419157.SGD","SPYU","SDOW","NVDG","HK0000819398.USD","IE00BN8TJ469.HKD","MARW","LU2111349929.HKD","IE000F7OJYX1.SGD","SPDN","UXAP","LU0053666078.USD","IE00BK4W5M84.HKD","LU2065171311.SGD","IE00BLSP4452.SGD","LU0353189763.USD","LU0823421333.USD","GJUL","SCHK","BK4527","LU2360032135.SGD","QCML","IE00B1BXHZ80.USD","NBIZ","LU0080751232.USD","LU0308772762.SGD","LU0170899867.USD","SG9999014906.USD","ANV","DJUN","AMDG","IE00BD6J9T35.USD","LU2420271590.USD","IE00B19Z9505.USD","LU1803068979.SGD","PBJN","LU2092937148.SGD","JANU","LU1839511570.USD","BK4549","LU1778281490.HKD","LU0985320562.USD","TYLG","LU0964807845.USD","LU1861559042.SGD","LU2430703251.USD","THMR","LU0256863902.USD","SHOC","LU0158827948.USD","LU2279689827.SGD","LU1712237335.SGD","LU2242649171.HKD","LU1366192091.USD","IE00B5949003.HKD","IE00B775SV38.USD","LU2063271972.USD","YSPY","LU1718418525.SGD","RSST","LU1037948897.HKD","IE00BJJMRX11.SGD","LU2552382058.USD","LU2750360641.GBP","LU2054465674.USD","NVDA","LU0889565833.HKD","IE00BJTD4V19.USD"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| SMCI惊现254万美元远期Call大单，押注2028年40美元突破；中期37Call同步吸筹，看涨情绪升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1118035815","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1118035815?lang=zh_cn&edition=fundamental","pubTime":"2026-09-17 09:02","pubTimestamp":1789606929,"startTime":"0","endTime":"0","summary":"当日SMCI期权市场情绪明显偏多，一笔254.40万美元的远期Call大单成为核心焦点，资金直接押注2028年1月到期的40美元行权价突破，与此同时中期37美元Call也出现同步吸筹，多头资金在长短期维度上均释放积极信号。Call/Put成交量比为2.32，显示当日看涨期权的成交量显著高于看跌期权，市场参与者的交易偏好明显集中于Call一侧，进一步印证了当前情绪偏多的交易特征。整体来看，SMCI当日大单情绪明确偏多，多头优势非常显著。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["SMCZ","BK4588","UDN","SMCY","SMCC","BK4585","LU0053671581.USD","SMCI","LU1861220033.SGD","SMYY","BK4543","UUP","LU1861215975.USD","SMCL","SMCX","BK4170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667855869","title":"Hazeltree称，对冲基金8月份加大了对消费类股票的做空力度","url":"https://stock-news.laohu8.com/highlight/detail?id=2667855869","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667855869?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 20:53","pubTimestamp":1789563199,"startTime":"0","endTime":"0","summary":"Hazeltree称，对冲基金8月份加大了对消费类股票的做空力度路透伦敦9月16日-据数据平台Hazeltree周三发布的一份报告显示，对冲基金8月份加大了对消费类公司的做空力度，同时削减了部分针对人工智能相关股票的做空头寸，但对AlphabetGOOGL.O的看跌情绪有所加深。Hazeltree表示：“鉴于已公布的基本面并未恶化，此次抛售似乎更多反映了融资问题，而非对企业基本面强度的判断。”","market":"hk","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:20260916:nL4T4580SI: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":["LU1221951046.USD","IE0001KFT4U8.USD","LU1670628061.USD","LU1935042215.USD","LU2028103732.USD","LU0868494708.USD","SGXZ23171101.USD","LU0787776722.HKD","LU0575583348.USD","LU1316542783.SGD","BK4581","LU0006306889.USD","LU0061474960.USD","LU1699723380.USD","LU1720051017.SGD","LU2023250330.USD","LU0868494617.USD","LU0320765059.SGD","LU2462591277.SGD","LU0690374961.EUR","IE00BBT3K403.USD","LU0823431647.USD","LU1261432733.SGD","LU1066051811.HKD","LU1815333072.USD","LU2756315664.SGD","LU1804176565.USD","SGXZ44715902.SGD","LU2505996681.GBP","LU0096362180.USD","GGLS","LU2168564222.USD","LU2592432038.USD","LU0124676726.USD","BK4170","LU0234572021.USD","LU0048573561.USD","LU0210533765.USD","METV","IE00BDRTCR15.USD","SG9999015945.SGD","LU1674673691.USD","LU1880398471.USD","LU1923623000.USD","LU0011850046.USD","LU0472753341.HKD","SKYY","LU0557290698.USD","LU2250418816.HKD","LU1435385759.SGD","LU0061474705.USD","LU0444971666.USD","BK4505","BK4602","IE0004091025.USD","GEVG","LU2430703095.HKD","LU1267930490.SGD","BK5112","LU2191332357.HKD","LU2357125470.USD","LU1046421795.USD","LU0158827781.USD","LU1988902786.USD","IE00BKDWB100.SGD","IE000SO60NU8.SGD","LU0823414551.USD","LU0882574139.USD","LU0251142724.SGD","BK4536","LU2242650005.HKD","BK4532","IE00B19Z8X17.USD","LU1914381329.SGD","LU1732799900.SGD","LU2087625088.SGD","CQTM","LU1093756325.SGD","LU1145028129.USD","LU0198837287.USD","LU1267930730.SGD","LU0689626769.HKD","LU0426417589.USD","LU1803068623.USD","GOOY","LU2098885051.SGD","LU0143551892.USD","LU2746668974.SGD","LU0354030511.USD","LU1935043023.USD","LU1235294995.USD","LU0109391861.USD","IE00BMPRXR70.SGD","LU1430594728.SGD","SMCL","BK4592","LU2168564065.EUR","HK0000914686.HKD","SG9999014559.SGD","SG9999000418.SGD","LU0215105999.USD","SMCX","LU0345774391.USD","LU0127658192.USD","SG9999014567.USD","LU0672654240.SGD","LU0130103400.USD","LU2125909593.SGD","LU1935042488.USD","SG9999004303.SGD","LU1978683503.SGD","IE000MB6IJN5.SGD","LU1003077747.HKD","PUI","LU2023250843.SGD","LU2102340556.USD","BK4116","LU0061475181.USD","LU2381873111.SGD","LU0444973449.USD","LU1201861165.SGD","LU0345768740.USD","LU1267930813.SGD","BK4561","LU0689472784.USD","LU1571399168.USD","LU2168564495.EUR","LU0949170772.SGD","BK4567","LU1861215975.USD","LU2360106780.USD","LU2471134879.HKD","BK4122","LU0267386448.USD","LU0823434740.USD","LU0208291251.USD","LU0077335932.USD","BK4538","LU0820561818.USD","LU2294711713.HKD","LU0345770993.USD","LU0640476718.USD","LU2106854487.HKD","LU2357305700.SGD","LU2404859741.USD","LU2403377893.USD","NBIG","LU2065169927.USD","LU0648001328.SGD","IE0000B7K699.USD","IE00BQXX3F31.USD","LU1974910355.USD","TRUC","LU2602419157.SGD","LU0211326839.USD","LU1059921491.USD","LU0203345920.USD","HK0000819398.USD","IE00BN8TJ469.HKD","LU2111349929.HKD","IE000F7OJYX1.SGD","XDAT","LU2362541273.HKD","LU1585245621.USD","IE00BK4W5M84.HKD","LU1032955483.USD","LU2065171311.SGD","IE00BLSP4452.SGD","LU0353189763.USD","LU0823421333.USD","LU1481599808.USD","BK4527","LU2360032135.SGD","IE0002270589.USD","IE00B1BXHZ80.USD","LU0080751232.USD","NBIZ","LU0170899867.USD","SG9999014906.USD","BK4018","IE00BD6J9T35.USD","LU2420271590.USD","IE00B19Z9505.USD","LU2092937148.SGD","SMRF","GEV","LU1196500208.SGD","LU1839511570.USD","BK4182","BK4549","LU1778281490.HKD","LU0985320562.USD","LU0964807845.USD","LU1861559042.SGD","LU2430703251.USD","LU0256863902.USD","LU1043141396.HKD","LU0158827948.USD","JOUL","LU2242649171.HKD","LU1366192091.USD","LU0130518102.USD","LU0552385451.USD","LU2063271972.USD","LU1718418525.SGD","LU2750360641.GBP","LU2054465674.USD","LU1093756168.USD","LU0070302665.USD","IE00BJTD4V19.USD","CNRG","HK0000304797.USD","LU0795875169.SGD","LU2471134796.USD","GASZ","LU1917777945.USD","LU0354030438.USD","LU1551013425.SGD","NEBX","SG9999014542.SGD","LU0823414478.USD","BK4077","LU0128525689.USD","LU0323591593.USD","GOU","LU1119994496.HKD","LU2264538146.SGD","LU2756315318.SGD","LU2491050154.USD","LU0976567544.SGD","LU0648000940.SGD","IE0034235295.USD","LU2236285917.USD","LU0820562030.AUD","BK4097","LU2999663052.SGD","KMB","GOOX","LU0528227936.USD","LU0211327993.USD","LU2125154935.USD","BK4551","IE000BZT7R73.USD","LU1116320737.USD","SMCI","SG9999014575.USD","LU0494093205.USD","BK4535","LU2087621335.USD","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| SMCI大单偏多布局远月40/42.5美元牛市价差，IV处低位期权定价偏便宜","url":"https://stock-news.laohu8.com/highlight/detail?id=1179638343","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179638343?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 09:01","pubTimestamp":1789520506,"startTime":"0","endTime":"0","summary":"SMCI收盘报35.64美元，跌2.99%。整体来看，SMCI当日大单情绪明确偏多，且资金几乎完全围绕看涨方向展开，没有出现有分量的对冲性看空流入。从IV分位较低来看，买方建仓成本相对占优，但卖方因整体IV不高，可选择距离现价较远的行权价，如30.0美元以下的PUT，以降低被行权概率。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["UDN","SMCX","SMCC","BK4585","BK4543","BK4170","SMCL","LU1861220033.SGD","SMCY","SMCZ","SMCI","LU0053671581.USD","SMYY","UUP","LU1861215975.USD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184011020","title":"“木头姐”力挺AI巨头主动放缓开发：有利行业长期发展，AI安全担忧不应被夸大","url":"https://stock-news.laohu8.com/highlight/detail?id=1184011020","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184011020?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 15:37","pubTimestamp":1789457847,"startTime":"0","endTime":"0","summary":"方舟投资创始人“木头姐”Cathie Wood周二表示，AI行业领军人物近期提出放缓模型能力快速发展的倡议，是保障AI行业安全、推动长期健康发展的积极一步。相关表态一度引发资本市场对AI行业增长前景的重新评估。她认为，市场加强对AI发展方向的审视并非坏事，反而有利于行业建立更加稳健的发展框架。不过，美国总统特朗普周一表示，美国现有体系已经具备监管AI企业并对违法行为进行追责的能力。与此同时，Altman表示，OpenAI不会在2026年上市。","market":"us","thumbnail":"https://abmedia.io/wp-content/uploads/2026/02/Cathie-Wood-on-AI-and-Bitcoin.jpg","type":0,"news_type":0,"thumbnails":["https://abmedia.io/wp-content/uploads/2026/02/Cathie-Wood-on-AI-and-Bitcoin.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8bb6a724a21b4ebb977569c18a67b52c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMZO","CIEX","GOU","MU","SMYY","SMCL","GOOW","AMZY","MSFC","MSFD","NVDW","07388","NVDD","AMDY","LITC","CRDU","NVDY","MUYY","SMCI","AVL","NVYY","MVLL","MSFO","COHH","MULL","GOOGL","GOGL","AVGG","NVDS","AMYY","MUG","MIC","AMZG","NVDQ","AMZZ","AMZN","NVII","CRWX","DAMD","AMDG","MUU","SMCY","MSFX","SMCC","COHX","MUD","AVS","LITU","COHR","MUZ","LITG","LITX","CRD","AMZD","CRWV","GOOX","HPEL","MRVU","AMDD","MSFL","CRWG","ANV","AMDL","NVDL","AVGO","GOOL","NVDO","NVC","LITE","07788","COHC","COHQ","CIEG","CRWU","NVDG","CWVX","MSFY","SMCZ","AMZU","HPE","AMDW","GOOY","AMUU","AVGU","LITZ","AVGW","MRVL","MSFW","CRDO","AMZW","DIPS","NVDU","AMZP","AMDC","GGLL","MRVX","CIEN","MSFT","AMD","DELL","AVGC","NVDB","AZYY","GGLS","DLLL","GOOP","NVD","AMAA","ANET","MSFU","GOOG","CWII","NVDA","NVDX","ANEL","CORD","AVGX","SMCX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1121127740","title":"期权聚焦 | 超微电脑远月虚值Put大单押注深跌，IV处历史低位，看空资金为何提前埋伏？","url":"https://stock-news.laohu8.com/highlight/detail?id=1121127740","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121127740?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 09:02","pubTimestamp":1789434177,"startTime":"0","endTime":"0","summary":"结合本次展示大单为虚值Put主动买入，可以看出资金更倾向于为未来下跌风险支付权利金，反映出市场对SMCI后续走势持谨慎甚至偏悲观态度。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["SMCL","BK4543","SMCI","SMCX","BK4585","SMCC","SMYY","SMCY","BK4170","LU1861215975.USD","LU1861220033.SGD","LU0053671581.USD","SMCZ","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160178257","title":"今日科技股重挫：哪些个股跌幅最惨？","url":"https://stock-news.laohu8.com/highlight/detail?id=1160178257","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160178257?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 22:56","pubTimestamp":1789397764,"startTime":"0","endTime":"0","summary":"科技板块今日成为标普500指数中表现最差的领域，整体跌幅超过2%。——Coherent，股价暴跌11%。——慧与科技，同样下跌11%。——康宁，跌幅也达11%。——泰瑞达，下挫11%。——Lumentum Holdings Inc.，股价下滑8.5%。——超微电脑，同样下跌7.2%。——Marvell Technology，跌幅为7.1%。——思佳讯 ，下跌6.9%。——拉姆研究，跌幅达6.7%。——英特尔，下跌6.6%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["LU1815333072.USD","LU2290526834.HKD","IE000MB6IJN5.SGD","SOXX","LU0210533765.USD","XNTK","LINT","LU1244550494.USD","ABFL","LU0056508442.USD","LU0942090050.USD","LU1674673691.USD","SMYY","IE00B1BXHZ80.USD","IE00BJJMRX11.SGD","LU1066053197.SGD","LU1670627923.USD","SG9999002232.USD","LITU","BK4554","IE00B7KXQ091.USD","BK4581","LU0320765059.SGD","RDVI","IE00BSNM7G36.USD","LU0154236417.USD","BK4550","SMCY","KNOW","LUMA","IE000WAW04H5.SGD","LU2322448791.USD","LU0859254822.USD","IE0004445015.USD","LU0251131958.USD","LRCU","LU2931357623.SGD","LU1823568750.SGD","SMCL","LEGR","BOBP","LU0444971666.USD","CHPS","BK4020","IE000F7OJYX1.SGD","LU1548497426.USD","LU2242649171.HKD","LU0511384066.AUD","LU0476273544.USD","TDV","LU0444973449.USD","IE00B1XK9C88.USD","LU2473716301.USD","LU1861215975.USD","LU1267930730.SGD","LU1974910355.USD","LU0957808578.USD","LU0109391861.USD","BK4170","LU0719512351.SGD","LU0868494708.USD","LITC","LU2265009873.SGD","LU0240877869.USD","IE00BQXX3D17.EUR","LU1244550221.USD","LITX","TINY","CNAV","LU0417517546.SGD","IE000M9KFDE8.USD","LU1804176565.USD","LU2294711713.HKD","IE000SO60NU8.SGD","FOTO","LU0251132253.USD","CLSE","INTW","LU0061474960.USD","AIS","LU0205193047.USD","IE0009356076.USD","BK4534","LU0210536198.USD","LU1992135472.HKD","LU0053671581.USD","LU2089985449.USD","LU2357627491.SGD","LU1244550577.SGD","LU0061475181.USD","IE00BWXC8680.SGD","LU0868494617.USD","RULE","LU0348723411.USD","IE00BJJMRY28.SGD","LU0742534661.SGD","LU2896262040.SGD","LU0240878834.USD","LU2272731600.USD","LU1861220033.SGD","BK4533","IE00BFSS8Q28.SGD","IE00BN29S564.USD","RDVY","BK4579","BK4141","LU0672654240.SGD","IE00B5949003.HKD","LU0823434740.USD","BK4147","COWG","LITG","LITZ","LU1035773651.USD","IE00BKDWB100.SGD","BK4567","BK4543","LU0097036916.USD","LU0157215616.USD","BK4551","IETC","LU2249611893.SGD","HK0000304805.HKD","SINTCmain","LU0823414478.USD","LU0256863811.USD","LU1642822529.SGD","SMCC","LU2357305700.SGD","BK4575","IE000BZT7R73.USD","AIQ","INYY","LU2360107168.USD","LU0081259029.USD","IE00BQXX3F31.USD","LU2720916845.USD","LU1992135399.USD","BAI","BK4527","BK4515","LU0048573561.USD","IE00B4JS1V06.HKD","LU0012050646.USD","LU0096362180.USD","LU2063271972.USD","TEK","LU2023250504.SGD","LU2023250843.SGD","LU0321505439.SGD","BK4612","BK4585","LU0256863902.USD","LU0957791311.USD","LU2272731865.HKD","BK4588","LU0048584097.USD","LU0289739343.SGD","IE0005OL40V9.USD","LU1235294995.USD","LU2543165471.USD","LU2322448957.HKD","QQQG","LU0321505868.SGD","LITE","EGGY","LU1778281490.HKD","SMCI","LU0149725797.USD","IE0000B7K699.USD","LU1674673428.USD","LU1069347547.HKD","LU2272731782.SGD","BK4535","LU0823414551.USD","LU1815336760.USD","BK4529","LU1366333091.USD","LU0082616367.USD","LU2250418816.HKD","SMCX","LU1720051108.HKD","LU0274383776.USD","QQQA","LU1066051225.USD","LU2106854487.HKD","IE00BQXX3C00.GBP","LU2506951792.HKD","LU1496350502.SGD","LAZR","LU2360106780.USD","PSI","LU0106261612.USD","LRCX","HK0000304797.USD","BK4512","LU0251142724.SGD","LU2357125470.USD","SMCZ","LU0289961442.SGD","INT","LU1066051498.USD","LU2148611432.USD","LU1670628061.USD","LU1720051017.SGD","LU1046421795.USD","LU1852331112.SGD","INTC","BK4605","LU0708995401.HKD","LU2244417387.USD","SGXZ80539844.SGD","LU2764263203.CNY","FTXL","TTEQ","LU1917777945.USD","DRIV","LU0205194284.USD","LU1066051811.HKD","LU2764263039.SGD","LRCC","LU0823434583.USD","LU1144417596.USD","LU2764262908.HKD","EPAI","IE00B775H168.HKD","LU0187121727.USD","IE00BFSS7M15.SGD","SG9999002224.SGD","BK4602"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1175212845","title":"异动解读｜超微电脑盘中下跌6.56%，报36.95美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1175212845","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175212845?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 21:35","pubTimestamp":1789392900,"startTime":"0","endTime":"0","summary":"9月14日，超微电脑盘中下跌6.56%，报36.95美元/股，成交额1.88亿美元。超微电脑所在的电脑硬件、储存设备及电脑周边行业中，个股普遍走弱，其中闪迪跌6.82%，戴尔跌6.22%，希捷科技跌5.95%，西部数据跌5.8%，苹果涨0.17%。超微电脑是一家总部位于硅谷的加速计算平台供应商，主要提供应用优化的高性能服务器和存储系统，覆盖企业数据中心、云计算、人工智能、5G及边缘计算等市场。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["SMCI"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":400,"code":"91000000","status":"200"}]}}