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Defiance Leveraged Long + Income AMD ETF

25.13

0.0000

成交量：- -

成交額：- -

市值：502.66萬

市盈率：- -

高：25.13

開：25.13

低：25.13

收：25.13

52周最高：36.53

52周最低：16.04

股本：20.00萬

流通股本：20.00萬

量比：- -

換手率：- -

股息：6.56

股息率：26.08%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

2025Q4獨立顯卡市場出貨量按月減少4.4%：英偉達擴大優勢，AMD跌至新低

CPU也要漲？AI浪潮下，消費級CPU或成下一個缺貨重災區

ITheat热点科技

Optiscaler 0.9.0-pre10 實現 AMD 光線重組替代英偉達技術

龍芯 3B6000 比肩 AMD Zen5 架構，自主指令集的性價比優勢凸顯

【行業熱點】CPU需求激增，部分產品漲價10%！交期長達半年

芯片巨頭確認，CPU需求激增

半导体行业观察

美國商務部稱新AI出口規則不會效仿拜登AI擴散政策指其越權且繁冗

美國擬推新規加強人工智能芯片出口管制 - 路透社披露文件顯示

美國逾20萬顆AI芯片出口或需投資本土數據中心或安全領域

美國擬對尋求AI芯片的國家實行四級分類制度路透社披露相關文件

美國據悉擬將AI芯片出口管制擴展至全球英偉達和AMD勢受衝擊

环球市场播报

美國股票-投資者權衡中東衝突影響，美國股指期貨持穩

AMD加碼MI450量產與超算巨頭合作，搶佔AI基礎設施市場

半导体产业研究

深南電路：AI服務器需求增長，預測一季度營業收入59.44~63.72億元，按年增長24.3%~33.2%

EBC金融集團外匯行情播報|人民幣復甦 AMD領升科技股

鑽石散熱技術問世，AMD AI服務器率先採用

全球半导体观察

PC顯卡市場寒冬！NVIDIA、Intel雙雙失守：AMD竟唯一增長

AMD鋭龍AI 400G桌面CPU PCIe通道大縮水！最多才12條可用

RTX 5060將被迫「換心」！RTX 5060 Ti 8GB搞太多了

嚴重缺貨！全球兩大芯片巨頭大漲

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13:30","pubTimestamp":1772775036,"startTime":"0","endTime":"0","summary":"当下消费级PC正陷入全面缺货的困境，从显卡缺到内存，再缺到SSD，如今CPU也极有可能成为下一个紧缺品类。英特尔首席财务官David Zinsner在问答环节表示：“今年CPU再度成为市场热点”，尤其是AI服务器需要CPU来统筹协调GPU与NPU完成海量计算任务。与英伟达不同，AMD和英特尔每季度总收入中仍约有半数来自消费级市场，因此对于这两家公司来说消费级CPU是一个重要的市场。但在企业级和服务器端的需求暴涨之下，未来消费级CPU涨价的概率还是相当之大的。","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=nesSN20260306134301a6a9a298&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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10:01","pubTimestamp":1772762488,"startTime":"0","endTime":"0","summary":"苏姿丰表示，CPU业务的需求远远超出预期，他们正与合作伙伴紧密合作，解决现有的瓶颈问题，并预计明年产能将有所提升。早在2月份，AMD和英特尔就告知客户，由于服务器中央处理器供应短缺，英特尔部分服务器CPU的交付周期可能长达六个月，AMD部分产品的交付周期已被延长至8到10周。还有知情人士透露，供应紧张已导致英特尔服务器产品在中国的价格普遍上涨超过10%，但具体价格因客户合同而异。","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=nesSN20260306103759a45226bd&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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08:55","pubTimestamp":1772758512,"startTime":"0","endTime":"0","summary":"在2026年摩根士丹利科技、媒体和电信大会上，AMD和英特尔均表示，由于人工智能的兴起，CPU的需求正在上升。另一方面，AMD首席执行官苏姿丰在同一会议上表示，“坦白说，我们看到CPU需求显著增长，这主要是由于推理需求的上升。”她随后还补充道，“CPU业务的需求实际上远远超出了我的预期。”AMD和英特尔可能正在讨论数据中心对其CPU的需求；消费级系统无法满足智能体人工智能对内存的巨大需求。","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=nesSN20260306085724a6a89f5b&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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指其越權且繁冗","url":"https://stock-news.laohu8.com/highlight/detail?id=1190690196","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190690196?lang=zh_tw&edition=fundamental","pubTime":"2026-03-06 05:32","pubTimestamp":1772746328,"startTime":"0","endTime":"0","summary":"美国商务部近日明确表示，即将出台的人工智能出口管制新规将避免重复拜登政府时期推出的AI技术扩散限制条款。官方评价现有政策存在管辖范围过度扩张、行政负担过重等问题，并强调新框架将更注重精准监管与可行性平衡。\n此次表态反映出美国政府正试图在技术安全与产业竞争力之间寻求新平衡点。不同于此前被业界批评为“一刀切”的AI扩散规则，新规拟采用模块化监管思路，针对特定技术层级和应用场景实施差异化管控措施。\n分析人士指出，该政策转向可能缓解科技企业的合规压力，尤其对芯片设计、云计算服务等领域的出口业务产生积极影响。不过亦有专家提醒，如何界定关键AI技术的出口红线仍是未来规则制定需要解决的核心难题。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["LU2403377893.USD","LU0006306889.USD","LU0985320562.USD","LU2242650005.HKD","IE00BMPRXN33.USD","LU0128525929.USD","LU2543165471.USD","LU1323610961.USD","LU0528227936.USD","BK4549","IE000KEQY171.SGD","IE00BKVL7J92.USD","BK4554","LU1232071149.USD","SG9999015341.SGD","LU2237957811.SGD","BK4141","LU2250418816.HKD","LU2552382058.USD","LU2089985449.USD","AMDU","LU1548497426.USD","LU2023250330.USD","LU0957791311.USD","LU2236285917.USD","BK4581","LU0061474960.USD","LU1435385759.SGD","LU2471134879.HKD","LU2242649171.HKD","LU2552382132.HKD","IE00BZ1G4Q59.USD","LU1069344957.HKD","3NVD.UK","LU0056508442.USD","LU1202635105.USD","LU0957808578.USD","IE00BDCRKT87.USD","LU0708995401.HKD","IE0034235303.USD","LU2360032135.SGD","BK4605","IE000W1ABFV2.USD","NVDS.UK","LU0238689110.USD","LU0786609619.USD","SG9999018865.SGD","LU2357305700.SGD","LU2028103732.USD","LU0072462426.USD","LU0080751232.USD","LU2360106780.USD","LU1934455194.USD","IE0004445239.USD","BK4587","LU0234572021.USD","LU0187121727.USD","NVD2.UK","IE00BKDWB100.SGD","LU2272731865.HKD","LU1316542783.SGD","LU1778281490.HKD","LU1983260115.SGD","LU0157215616.USD","LU1623119135.USD","SG9999018857.SGD","LU2244417387.USD","SG9999014914.USD","LU2456880835.USD","LU0124676726.USD","LU2452424414.USD","LU2413666699.HKD","LU2065171402.SGD","BK4551","LU0444971666.USD","NVDW","LU0106261372.USD","IE0009356076.USD","LU1934455863.HKD","LU0289739343.SGD","LU0251132253.USD","LU1917777945.USD","LU2506951792.HKD","SGXZ99366536.SGD","IE00B19Z8W00.USD","IE00BK4W5M84.HKD","IE0034235188.USD","LU0011850046.USD","SG9999014906.USD","LU0265550359.USD","HK0000914686.HKD","LU1868837136.USD","LU2461242641.AUD","LU0310799852.SGD","LU2271345857.HKD","LU1645745479.HKD","IE00B3M56506.USD","IE00B7KXQ091.USD","LU1861127337.USD","BK4527","LU2065169927.USD","LU2458330169.SGD","IE00BFSS7M15.SGD","IE00BJJMRY28.SGD","LU1718418525.SGD","LU1935042991.SGD","LU2168564222.USD","LU2083900584.USD","GB00BDT5M118.USD","LU2413666426.HKD","LU1951200564.SGD","IE00BKPKM429.USD","LU1868836914.USD","BK4567","LU2087621335.USD","LU1951198990.SGD","LU1244550577.SGD","LU0965508806.USD","LU1691799644.USD","LU1267930490.SGD","BK4503","NVII","SG9999002224.SGD","LU0823421333.USD","LU2168564065.EUR","LU0158827948.USD","LU0823414478.USD","LU1400636657.SGD","LU0820561909.HKD","LU2361045086.USD","LU0203201768.USD","LU0642271901.SGD","IE00B3SWFQ91.USD","LU2860962120.EUR","LU0472753341.HKD","LU0943347566.SGD","LU2097344431.USD","NVIW.SI","SG9999015358.SGD","LU0081259029.USD","LU2065171311.SGD","BK4543","LU1366192091.USD","LU1153585028.USD","IE00B1BXHZ80.USD","LU2931357623.SGD","LU1852331112.SGD","LU2487616109.SGD","BK4533","LU1066051225.USD","LU2168564495.EUR","LU1145028129.USD","LU2756315664.SGD","LU0274383776.USD","BK4592","LU0354030511.USD","LU1551013425.SGD","LU1037948541.HKD","LU0724617625.USD","LU0417517546.SGD","LU2249611893.SGD","NVDU","LU0820562030.AUD","LU2505996509.AUD","LU2458330243.SGD","LU0097036916.USD","LU2355687059.USD","LU1280957306.USD","LU0310800379.SGD","LU2491049909.HKD","IE0034235295.USD","AMDG","LU1720051017.SGD","LU0107464264.USD","LU0210528500.USD","LU1303367103.USD","LU2168563687.JPY","BK4612","IE00B1XK9C88.USD","LU1934455277.USD","NVD3.UK","IE00B4YYXB79.USD","IE000YTNTUN2.SGD","LU0210533765.USD","LU0345769128.USD","IE00BJJMRX11.SGD","LU0965509010.AUD","LU1992135472.HKD","LU1804176565.USD","IE00BDRTCR15.USD","LU2322448957.HKD","LU1551013342.USD","LU1791710400.SGD","LU0109391861.USD","LU2433249047.HKD","LU1868837300.USD","IE00BMPRXR70.SGD","LU1914381329.SGD","LU2360107168.USD","LU2106854487.HKD","LU1629891620.HKD","IE00BZ199S13.USD","LU0868494708.USD","LU1868836591.USD","IE00BQXX3C00.GBP","LU0175139822.USD","LU2505996681.GBP","LU2063271972.USD","LU2125154935.USD","IE00BQXX3F31.USD","2NVD.UK","LU0466842654.USD","NVDG","LU1992135399.USD","LU1880398471.USD","LU0868494617.USD","LU0289960550.SGD","LU2417539215.USD","LU1815336760.USD","NVDX","LU2092937148.SGD","LU2491050071.SGD","LU1244550494.USD","SGXZ51526630.SGD","LU0048584097.USD","LU1119994496.HKD","LU1935042215.USD","LU0320765059.SGD","IE0009G5SDU7.USD","LU2750360641.GBP","LU1989764748.USD","LU2430703178.SGD","HK0000320223.HKD","LU0215105999.USD","LU0053666078.USD","AMDL","LU1670756490.USD","BK4585","LU1400636491.USD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- 路透社披露文件顯示","url":"https://stock-news.laohu8.com/highlight/detail?id=1189557362","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189557362?lang=zh_tw&edition=fundamental","pubTime":"2026-03-06 05:06","pubTimestamp":1772744779,"startTime":"0","endTime":"0","summary":"据一份内部文件显示，美国当局正考虑建立全新监管框架，旨在加强对人工智能芯片的出口管控力度。这项酝酿中的政策调整将针对包括英伟达、美国超微公司和英特尔在内的芯片制造商，可能对其海外业务产生深远影响。\n新规草案重点聚焦于人工智能专用芯片的跨境流通监管，反映出美国政府在高科技领域维护技术优势的战略意图。业内分析指出，若该框架正式落地，或将重塑全球人工智能芯片供应链格局。相关企业可能需要重新评估其国际市场的产品布局策略。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1633808545.USD","LU1989772840.SGD","LU0964807845.USD","LU0080751232.USD","LU1202635105.USD","LU0077335932.USD","LU1645745479.HKD","BK4532","LU2420271590.USD","NVDG","LU2213496289.HKD","IE00B3SWFQ91.USD","DIPS","LU0965509101.SGD","LU2063271972.USD","LU2237957811.SGD","LU0640476718.USD","SG9999014542.SGD","LU1923622614.USD","LU2092937148.SGD","LU1778281490.HKD","LU2756315664.SGD","LU2168564495.EUR","IE00B19Z9505.USD","LU0070217475.USD","LU1066051498.USD","LU0444971666.USD","BK4550","LU2322448957.HKD","LU0267386448.USD","AMD","LU1267930730.SGD","LU2322448791.USD","IE00B3M56506.USD","LU0353189763.USD","LU1839511570.USD","HK0000306685.HKD","LU2471134523.USD","LU2244417387.USD","LU0061474705.USD","IE00BQXX3C00.GBP","3NVD.UK","IE00B4YYXB79.USD","LU1400636491.USD","LU0345770993.USD","IE00BYXW3230.USD","LU0320765059.SGD","BK4515","LU0056508442.USD","LU2360107168.USD","IE00B19Z8W00.USD","LU1868836914.USD","BK4529","IE00BMPRXR70.SGD","SG9999014880.SGD","LU0289960550.SGD","IE00B775H168.HKD","2NVD.UK","LU1914381329.SGD","IE00B3S45H60.SGD","LU1989764748.USD","LU0158827948.USD","LU0251132253.USD","LU2089985449.USD","LU0210536198.USD","LU2360032135.SGD","LU1988902786.USD","AMDG","LU1861215975.USD","LU2361045086.USD","LU0820561818.USD","LU1720051017.SGD","LU2097344431.USD","LU0345769631.USD","LU0128525929.USD","LU1721428933.USD","LU2430703178.SGD","LU1983260115.SGD","LU2756315318.SGD","LU0683600562.USD","BK4141","LU0266013472.USD","NVDU","LU1691799644.USD","LU1066053197.SGD","AMUU","LU2471134796.USD","LU0048584097.USD","LU0069063385.USD","LU2403377893.USD","LU1880398554.USD","LU2211815571.USD","LU2242649171.HKD","LU1069344957.HKD","LU0882574139.USD","IE00B19Z8X17.USD","LU0053666078.USD","BK4579","LU0511384066.AUD","LU2168564149.EUR","NVDW","LU1974910355.USD","IE00B7KXQ091.USD","HK0000306701.USD","NVDS","LU2860962120.EUR","NVD","BK4614","LU1551013342.USD","LU2148611432.USD","LU1064131342.USD","LU0079474960.USD","LU2326559502.SGD","LU1935042991.SGD","BK4598","IE000W1ABFV2.USD","SG9999002224.SGD","NVDX","LU0823434583.USD","LU0861579265.USD","LU0786609619.USD","IE00BZ199S13.USD","LU0354030511.USD","LU0979878070.USD","LU1935042488.USD","LU0345768740.USD","LU0494093205.USD","LU2290526834.HKD","LU1267930490.SGD","IE0004445239.USD","LU0096362180.USD","LU2092627202.USD","IE00BKDWB100.SGD","LU2065171402.SGD","IE00BFSS8Q28.SGD","LU0354030438.USD","LU2361044949.HKD","LU2413666699.HKD","LU1496350171.SGD","LU0234572021.USD","LU2456880835.USD","LU2272731600.USD","LU0472753341.HKD","LU0109391861.USD","LU2168563687.JPY","LU0868494708.USD","LU1868837136.USD","BK4592","LU2087621335.USD","LU1316542783.SGD","IE00BDRTCR15.USD","LU1366333091.USD","LU0106261372.USD","LU1623119135.USD","LU2491050071.SGD","LU2381873111.SGD","LU1934455194.USD","IE00BMPRXQ63.HKD","AMDY","LU2430703095.HKD","LU0820562030.AUD","IE0004091025.USD","IE000KEQY171.SGD","LU1670756490.USD","LU1935043023.USD","LU2271345857.HKD","LU2461242641.AUD","LU2452424414.USD","IE00BN29S564.USD","LU1852331112.SGD","LU0215105999.USD","LU1037948897.HKD","IE0034235295.USD","IE00B1BXHZ80.USD","LU0557290698.USD","BK4588","BK4573","LU1084165304.USD","LU0211328371.USD","SG9999014567.USD","LU1989772923.USD","LU1791710582.SGD","HK0000914686.HKD","LU1280957306.USD","LU0528227936.USD","BK4575","LU2023250330.USD","LU2896262040.SGD","LU0708995401.HKD","LU1267930573.SGD","LU1232071149.USD","NVD2.UK","IE00BJJMRX11.SGD","LU2357305700.SGD","LU0203202063.USD","LU2125154935.USD","LU0889565833.HKD","SG9999004303.SGD","LU0724617625.USD","NVDB","LU0823421416.USD","IE00BK4W5L77.USD","LU1917777945.USD","LU0965508806.USD","LU0316494557.USD","SGXZ81514606.USD","LU2191332357.HKD","BK4533","LU2098885051.SGD","LU1303367103.USD","LU2097344357.USD","NVD3.UK","IE000ITXATA3.USD","LU1066051225.USD","SGXZ31699556.SGD","SG9999014559.SGD","BK4567","BK4551","LU0823414478.USD","LU2592432038.USD","SGXZ23171101.USD","LU0820561909.HKD","LU2028103732.USD","HK0000320223.HKD","SG9999014898.SGD","BK4554","LU2089283258.USD","LU0965509283.SGD","SNVD.UK","LU2462157665.USD","NVIW.SI","LU0082616367.USD","LU0107464264.USD","IE0003U64NQ7.SGD","SGXZ51526630.SGD","LU0210533765.USD","BK4535","BK4587","LU1935043536.SGD","LU1244550221.USD","LU2023250504.SGD","LU1951200564.SGD","LU1674673428.USD","SG9999017495.SGD","IE00BZ1G4Q59.USD","NVDY","LU2552382058.USD","LU2506951792.HKD","LU12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05:05","pubTimestamp":1772744708,"startTime":"0","endTime":"0","summary":"据一份内部文件显示，美国政府正在考虑建立新的监管框架，将寻求获取美国人工智能芯片的国家划分为四个等级。这一分级制度旨在对不同风险级别的国家实施差异化的出口管制措施。\n根据拟议方案，每个等级将对应不同的芯片获取权限与审查强度。该文件未明确具体国家的分类标准，但指出将综合考量国家安全、技术保护等多重因素。\n业内人士分析，此举可能进一步影响英伟达、美国超微公司等芯片制造商的海外市场布局。当前全球对高端AI芯片需求持续攀升，新规若落地或将重塑国际人工智能供应链格局。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["BK4581","BK4141","BK4605","SG9999014575.USD","LU1923622291.USD","LU2087621335.USD","LU2125154778.USD","LU0276348264.USD","LU0985320562.USD","LU1267930730.SGD","LU1645745479.HKD","NVDQ","LU0353189763.USD","LU0057025933.USD","LU0820561909.HKD","IE000KEQY171.SGD","IE00B3SWFQ91.USD","LU2322448791.USD","LU2430703251.USD","LU1116320901.HKD","LU2458330243.SGD","LU1066053197.SGD","LU2750360997.AUD","SG9999000418.SGD","LU2286300806.USD","LU2931357623.SGD","LU1917777945.USD","NVD2.UK","BK4549","IE0009356076.USD","IE00BZ1G4Q59.USD","IE00BMPRXQ63.HKD","LU1699723380.USD","IE00BJTD4N35.SGD","LU0203201768.USD","LU2357305700.SGD","LU2242649171.HKD","IE00BK4W5L77.USD","BK4608","LU0957808578.USD","LU0106261372.USD","LINT","LU2065170008.USD","LU0321505439.SGD","LU0964807845.USD","LU1316542783.SGD","LU0107464264.USD","IE0004445239.USD","LU2211815571.USD","LU1861220033.SGD","LU1974910355.USD","LU0198837287.USD","LU2360106780.USD","LU0689626769.HKD","LU0096362180.USD","LU0029864427.USD","LU1992135472.HKD","LU0256863902.USD","LU0127658192.USD","LU2355687059.USD","LU1989764664.SGD","LU2089985449.USD","BK4532","IE00BDRTCR15.USD","LU0820561818.USD","LU2083900584.USD","04335","LU2272731600.USD","LU1861558580.USD","LU1633808545.USD","LU0347712357.USD","LU2471134952.CNY","LU0072462426.USD","LU1629891620.HKD","NVD","LU2089284900.SGD","LU2756315664.SGD","AMUU","LU1037948541.HKD","BK4512","LU1267930490.SGD","IE00B4YYXB79.USD","IE00BMPRXN33.USD","SG9999015945.SGD","DAMD","SG9999002224.SGD","LU1261432733.SGD","LU1429558221.USD","LU2491049909.HKD","LU1720051108.HKD","LU1880398471.USD","LU1861127337.USD","LU0494093205.USD","LU0724617625.USD","LU0158827948.USD","LU0234572021.USD","LU0256863811.USD","LU1244550577.SGD","LU1983260115.SGD","LU0354030438.USD","SGXZ81514606.USD","LU0689472784.USD","IE00BJJMRY28.SGD","LU2471134796.USD","LU2361045086.USD","LU1861559042.SGD","LU2087625088.SGD","LU0823434740.USD","IE00BFSS8Q28.SGD","LU1868836591.USD","IE00BJTD4V19.USD","LU2168564065.EUR","BK4503","SG9999015978.USD","IE00BQXX3D17.EUR","LU0061474960.USD","NVDS.UK","LU0823414551.USD","LU1202635105.USD","IE00B19Z8W00.USD","LU0345769631.USD","LU1951198990.SGD","LU0354030511.USD","LU0417517546.SGD","LU0289960550.SGD","HK0000914660.USD","LU0345768153.USD","LU0786609619.USD","LU1400636657.SGD","LU0096364046.USD","SG9999004303.SGD","LU0342679015.USD","AMDU","LU0056508442.USD","SG9999015952.SGD","LU1623119135.USD","LU2077746001.SGD","LU2361044865.SGD","LU2168563687.JPY","LU1084165304.USD","LU0289739343.SGD","SG9999014880.SGD","LU1064131342.USD","BK4554","SNVD.UK","LU1244550221.USD","LU0289961442.SGD","SGXZ23171101.USD","IE00BKPKM429.USD","LU0006306889.USD","LU2089283258.USD","LU0109392836.USD","NVDD","LU2063271972.USD","LU1821325948.USD","IE00BQXX3C00.GBP","LU0321505868.SGD","LU0109391861.USD","LU0082616367.USD","LU1400636491.USD","LU0011850046.USD","LU2023250330.USD","LU0048584097.USD","LU1868837136.USD","BK4579","LU0708994859.HKD","LU2125909759.SGD","LU1868836914.USD","IE000M9KFDE8.USD","AMDW","LU0642271901.SGD","LU1934455277.USD","LU0158827781.USD","LU1037948897.HKD","LU0708995401.HKD","LU0345769128.USD","LU0823421416.USD","LU1914381329.SGD","LU0265550946.USD","NVDL","SG9999015341.SGD","SG9999015986.USD","LU0225283273.USD","LU0310800379.SGD","SG9999014559.SGD","LU2360032135.SGD","LU2098885051.SGD","LU0557290698.USD","LU2108987350.USD","LU2065171311.SGD","LU1674673691.USD","IE0034235303.USD","LU2237957902.USD","LU0053666078.USD","LU1323610961.USD","LU2746668461.USD","LU1066051225.USD","LU0957791311.USD","LU2106854487.HKD","LU2456880835.USD","LU1400636574.HKD","LU0210528500.USD","IE00B775H168.HKD","LU1571399168.USD","LU1923622614.USD","ANV","AMDD","LU0788109477.HKD","LU1852331112.SGD","LU1868836757.USD","IE00BWXC8680.SGD","SGXZ31699556.SGD","LU1280957306.USD","LU1880398554.USD","IE00BKDWB100.SGD","LU1935042991.SGD","BK4529","LU0444971666.USD","LU1934455194.USD","LU1066051811.HKD","NVD3.UK","IE00B7KXQ091.USD","LU2462157665.USD","LU2272731865.HKD","BK4598","LU2381873111.SGD","LU1069344957.HKD","LU0466842654.USD","LU2023251221.USD","LU2244417387.USD","LU0472753341.HKD","LU1951200564.SGD","LU1803068979.SGD","AMDG","LU2896262040.SGD","3NVD.UK","LU2413666426.HKD","LU2092937148.SGD","LU0267386448.USD","LU2552382215.SGD","LU2417539215.USD","LU0444973449.USD","IE000W1ABFV2.USD","LU1935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英偉達和AMD勢受衝擊","url":"https://stock-news.laohu8.com/highlight/detail?id=2617520278","media":"环球市场播报","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617520278?lang=zh_tw&edition=fundamental","pubTime":"2026-03-06 02:47","pubTimestamp":1772736420,"startTime":"0","endTime":"0","summary":"英伟达长期是全球人工智能领域的关键推手。如今，特朗普政府正考虑在该行业中扮演正式角色，掌握类似程度的广泛权力。　　知情人士称，拟议中的规定将要求企业在出口几乎所有英伟达和AMD等公司的AI加速器时都必须获得美国许可。这意味着现行覆盖约40个国家的管制措施将扩展至全球范围。　　美国商务部工业与安全局，以及英伟达和AMD均未回应置评请求。","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://finance.sina.com.cn/world/2026-03-06/doc-inhpypsy2905781.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0444971666.USD","LU1989772923.USD","BK4550","IE00BK4W5M84.HKD","BK4533","BK4588","LU1914381329.SGD","LU2505996509.AUD","LU1202635105.USD","LU0348723411.USD","AMDY","LU2552382132.HKD","LU2265009873.SGD","LU0057025933.USD","LU0109391861.USD","LU0082616367.USD","LU0265550359.USD","LU2237957811.SGD","LU1066051225.USD","LU1935043023.USD","LU2413666699.HKD","LU2552382215.SGD","LU1839511570.USD","LU0011850046.USD","LU2271345857.HKD","NVDU","SG9999001424.SGD","LU1400636491.USD","LU0889565833.HKD","LU1804176565.USD","LU0868494617.USD","LU2089985449.USD","NVDA","LU1917777945.USD","LU1989772840.SGD","LU2430703178.SGD","IE00BD6J9T35.USD","LU2213496289.HKD","LU0109392836.USD","LU0029864427.USD","LU0689472784.USD","SG9999014880.SGD","LU1035775433.USD","BK4527","BK4608","IE00BDRTCR15.USD","AMD","LU0868494708.USD","LU1880398554.USD","NVDQ","LU2168564222.USD","SG9999014542.SGD","LU0094547139.USD","LU0345768153.USD","IE00BMPRXQ63.HKD","LU0472753341.HKD","SG9999017495.SGD","LU2491050154.USD","LU2756315664.SGD","IE0034235303.USD","LU2505996681.GBP","BK4567","LU1861127337.USD","LU2360107168.USD","LU0528227936.USD","IE00BFSS7M15.SGD","IE00BJJMRY28.SGD","LU0708995401.HKD","IE00BZ1G4Q59.USD","LU1935042215.USD","LU2097344431.USD","IE0004091025.USD","LU0345770308.USD","LU0061475181.USD","LU0345769128.USD","IE00BKVL7J92.USD","LU0689626769.HKD","BK4585","LU1868837300.USD","LU1868836914.USD","SG9999014575.USD","NVDD","LU1861215975.USD","IE0005OL40V9.USD","LU2089283258.USD","BK4549","LU1868837136.USD","LU2054465674.USD","AMDG","LU2750360997.AUD","SG9999014914.USD","LU0861579265.USD","LU2592432038.USD","LU2065171311.SGD","LU2264538146.SGD","LU2357125470.USD","LU2092937148.SGD","LU1935043536.SGD","LU0127658192.USD","LU2065171402.SGD","LU2125909247.SGD","LU0187121727.USD","LU1244550577.SGD","LU0203202063.USD","LU0072462426.USD","LU2294711713.HKD","LU2931357623.SGD","LU1861559042.SGD","LU1429558221.USD","LU1064131342.USD","AMUU","LU0096364046.USD","LU1069344957.HKD","LU2023251221.USD","IE00B775H168.HKD","LU0211327993.USD","LU0642271901.SGD","IE00BJTD4V19.USD","LU0081259029.USD","LU2413666426.HKD","LU2272731600.USD","LU2106854487.HKD","BK4592","LU0345769631.USD","HK0000914686.HKD","LU1861558580.USD","LU0266013472.USD","LU0390134368.USD","BK4598","IE00BQXX3F31.USD","LU2211815571.USD","NVDW","LU1718418525.SGD","IE00BDCRKT87.USD","2NVD.UK","BK4579","IE00B19Z9505.USD","IE00B5949003.HKD","LU1923622291.USD","IE00B775SV38.USD","LU2097344357.USD","LU0965509101.SGD","IE00BHPRN162.USD","LU2506951792.HKD","NVDY","LU2860962120.EUR","IE00B1BXHZ80.USD","LU0158827948.USD","LU2750360641.GBP","LU0979878070.USD","LU1267930573.SGD","HK0000306701.USD","LU2272731782.SGD","LU1633808545.USD","LU2357305700.SGD","IE000YTNTUN2.SGD","LU1815336760.USD","LU1791710582.SGD","IE00BQXX3C00.GBP","LU2458330169.SGD","LU1645745479.HKD","LU0672654240.SGD","LU1551013425.SGD","LU0820561909.HKD","LU1127390331.HKD","LU0267386448.USD","LU1366192091.USD","IE00BMPRXN33.USD","LU0942090050.USD","IE00B19Z8W00.USD","LU2290526834.HKD","SG9999014567.USD","LU2125154778.USD","LU0316494557.USD","SG9999018865.SGD","LU2381873111.SGD","NVDS.UK","SG9999014898.SGD","LU0006306889.USD","LU0957808578.USD","IE0003U64NQ7.SGD","LU2322448791.USD","IE0034235295.USD","LU2083900584.USD","IE000W1ABFV2.USD","LU0077335932.USD","LU1571399168.USD","LU0310799852.SGD","LU0511384066.AUD","LU0965508806.USD","LU0323591593.USD","LU0096362180.USD","IE00BYXW3230.USD","IE00B19Z8X17.USD","LU1037948541.HKD","SNVD.UK","LU0053666078.USD","LU1951200564.SGD","SG9999015945.SGD","IE00B4JS1V06.HKD","LU0061474960.USD","LU0256863902.USD","IE00BK4W5L77.USD","IE0004445015.USD","LU2244417387.USD","LU0215105999.USD","LU1951198990.SGD","LU2237957902.USD","SGXZ31699556.SGD","IE0004445239.USD","LU1551013342.USD","LU0251132253.USD","IE000ITXATA3.USD","LU1778281490.HKD","LU0476273544.USD","LU0345770993.USD","IE0004086264.USD","LU1691799644.USD","LU1934455194.USD","LU2487616109.SGD","LU0820561818.USD","LU2023250504.SGD","LU2326559502.SGD","LU1935042488.USD","LU2272731865.HKD","LU2473716301.USD","LU2430703251.USD","LU0198837287.USD","LU0289739343.SGD","LU1400636574.HKD","LU0354030438.USD","LU1720051017.SGD","LU1323610961.USD","LU1803068979.SGD","LU2403377893.USD","IE0009356076.USD","NVDS","LU1496350171.SGD","AMDU","LU1720051108.H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19:10","pubTimestamp":1772709034,"startTime":"0","endTime":"0","summary":"美国股票-投资者权衡中东冲突影响，美国股指期货持稳期货：道指下跌 0.16%，标普500指数下跌 0.01%，纳斯达克指数持平中东冲突引发通胀担忧，令美联储政策决定复杂化博通因强劲的人工智能芯片收入预期而跳涨 中东冲突持续，能源和国防股上涨改写全文，更新价格，添加分析师评论Johann M Cherian/Pranav Kashyap. 路透3月5日 - 随着中东冲突进入第六天，美国股指期货周四持稳，这加剧了市场对通胀压力的担忧，而通胀压力可能使美联储的货币政策决策复杂化。","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:20260305:nL4S3ZT11L: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":["LU0949170772.SGD","BK4581","BK4141","BK4605","SG9999014575.USD","LU1923622291.USD","LU2087621335.USD","LU2125154778.USD","LU0276348264.USD","IE00B29SXL02.USD","LU0985320562.USD","LU1267930730.SGD","LU1645745479.HKD","NVDQ","LU0314104364.USD","LU0353189763.USD","LU0057025933.USD","LU0820561909.HKD","LU0784383803.USD","IE000KEQY171.SGD","IE00B3SWFQ91.USD","LU2322448791.USD","LU2430703251.USD","LU1116320901.HKD","LU2458330243.SGD","LU1066053197.SGD","LU2750360997.AUD","SG9999000418.SGD","LU2286300806.USD","LU2931357623.SGD","LU1917777945.USD","NVD2.UK","BK4549","IE0009356076.USD","IE00BZ1G4Q59.USD","IE00BMPRXQ63.HKD","LU2023250843.SGD","LU1699723380.USD","IE00BJTD4N35.SGD","LU0203201768.USD","LU2357305700.SGD","LU2242649171.HKD","IE00BK4W5L77.USD","BK4608","LU0122376428.USD","LU0957808578.USD","LU0106261372.USD","LU2065170008.USD","IE00BDGV0183.EUR","LU0964807845.USD","LU1316542783.SGD","LU0107464264.USD","LU2092937221.SGD","IE0004445239.USD","LU2211815571.USD","LU1861220033.SGD","LU1974910355.USD","LU0198837287.USD","LU2360106780.USD","LU0689626769.HKD","LU0096362180.USD","LU1003077747.HKD","LU0029864427.USD","LU1992135472.HKD","LU0256863902.USD","LU0127658192.USD","LU2355687059.USD","LU1989764664.SGD","LU2089985449.USD","BK4532","LU0368265418.SGD","IE00BDRTCR15.USD","LU0820561818.USD","LU2083900584.USD","LU2272731600.USD","LU1861558580.USD","LU0251142724.SGD","LU1633808545.USD","LU1670710661.SGD","LU0347712357.USD","AVGU","LU2347655156.SGD","LU2471134952.CNY","LU1732800096.USD","LU1301847155.USD",".SPX","LU0072462426.USD","LU1629891620.HKD","LU0738911758.USD","LU2089284900.SGD","NVD","LU2720916845.USD","LU2756315664.SGD","AMUU","LU1037948541.HKD","BK4512","LU1267930490.SGD","IE00B4YYXB79.USD","IE00BMPRXN33.USD","SG9999015945.SGD","DAMD","SG9999002224.SGD","LU1261432733.SGD","LU1429558221.USD","LU2491049909.HKD","LU1720051108.HKD","LU1880398471.USD","LU1861127337.USD","LU0494093205.USD","LU0724617625.USD","LU0158827948.USD","LU0234572021.USD","LU0256863811.USD","LU0661504455.SGD","LU1244550577.SGD","LU1983260115.SGD","LU0354030438.USD","SGXZ81514606.USD","LU0689472784.USD","IE00BJJMRY28.SGD","LU2471134796.USD","IE00BZ9MQY76.HKD","LU2361045086.USD","LU1861559042.SGD","LU2087625088.SGD","LU2237443465.HKD","LU0823434740.USD","IE00BFSS8Q28.SGD","LU1868836591.USD","IE00BJTD4V19.USD","LU2168564065.EUR","BK4503","SG9999015978.USD","IE00BQXX3D17.EUR","LU0061474960.USD","NVDS.UK","IE00BN8TJ469.HKD","LU0823414551.USD","IE00B19Z8W00.USD","LU0345769631.USD","LU1202635105.USD","LU1951198990.SGD","LU0354030511.USD","LU0417517546.SGD","LU0289960550.SGD","HK0000914660.USD","LU0912757837.SGD","LU0048573561.USD","LU0345768153.USD","LU0786609619.USD","LU1400636657.SGD","LU0096364046.USD","SG9999004303.SGD","LU0342679015.USD","AMDU","LU0056508442.USD","SG9999015952.SGD","IE00BVYPNW00.USD","LU1623119135.USD","LU2077746001.SGD","LU2361044865.SGD","LU2168563687.JPY","LU1084165304.USD","LU0289739343.SGD","SG9999014880.SGD","LU1064131342.USD","BK4554","SNVD.UK","LU1244550221.USD","LU1162221912.USD","SPY","LU0289961442.SGD","SGXZ23171101.USD","IE00BKPKM429.USD","LU0006306889.USD","LU2089283258.USD","IE00B894F039.SGD","LU0109392836.USD","NVDD","LU2063271972.USD","LU1821325948.USD","IE00BQXX3C00.GBP","LU0109391861.USD","LU0082616367.USD","LU1400636491.USD","LU0011850046.USD","LU2023250330.USD","LU0048584097.USD","LU1868837136.USD","BK4579","LU0708994859.HKD","LU2125909759.SGD","LU0266512473.USD","LU1868836914.USD","LU0266512127.USD","AMDW","LU0642271901.SGD","LU1934455277.USD","LU0158827781.USD","LU2237443895.HKD","LU1037948897.HKD","LU0708995401.HKD","LU0345769128.USD","LU0784385170.HKD","LU0823421416.USD","LU1914381329.SGD","LU0265550946.USD","SG9999015341.SGD","SG9999015986.USD","LU0225283273.USD","LU0310800379.SGD","SG9999014559.SGD","LU2360032135.SGD","IE00BBT3K403.USD","LU2098885051.SGD","LU0557290698.USD","LU1670711040.USD","LU2108987350.USD","LU2065171311.SGD","LU1674673691.USD","IE0034235303.USD","LU2237957902.USD","AVGW","LU0053666078.USD","LU0630314457.HKD","LU1323610961.USD","LU2746668461.USD","LU2449327464.USD","LU1066051225.USD","LU0957791311.USD","LU2106854487.HKD","LU2456880835.USD","LU1400636574.HKD","LU0210528500.USD","IE00B775H168.HKD","LU1571399168.USD","LU1923622614.USD","ANV","AMDD","LU0788109477.HKD","LU1852331112.SGD","LU1868836757.USD","LU2237443622.USD","IE00BWXC8680.SGD","SGXZ31699556.SGD","LU1280957306.USD","IE00BLSP4452.SGD","IE00BVYPNP33.GBP","IE00BKDWB100.SGD","LU188039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18:33","pubTimestamp":1772706829,"startTime":"0","endTime":"0","summary":"在摩根士丹利科技媒体通信大会上，AMD首席执行官苏姿丰宣布，公司将深化与Meta、OpenAI的多年期合作，加速MI450系列芯片及机架级系统的量产落地，同时维持激进的财务目标，全力满足数据中心持续增长的AI算力需求，将AI基础设施业务定为未来核心增长引擎。整体来看，AMD正以激进的增长目标为导向，依托与Meta、OpenAI的战略合作伙伴关系，以芯粒架构打造产品差异化，并通过端到端的系统解决方案加速客户部署，全力抢占AI基础设施市场的核心份额。","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=nesSN20260305193121a44fa61b&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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17:40","pubTimestamp":1772703600,"startTime":"0","endTime":"0","summary":"Bank of America SECURITIES认为：深南电路凭借在AI服务器/光模块PCB和BT/ABF基板的稳固地位，预期将继续受益于强劲的内存和光模块需求。这可能转化为约15亿元人民币的年收入增长，假设5年部署期，50%的PCB市场份额，平均售价约为5000元人民币。此外，作为AMD的关键PCB供应商，深南电路有望从Meta/AMD交易中获益，该交易预计将为公司带来约15亿元人民币的年收入增长。","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=nesSN20260305212041a4500109&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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11:36","pubTimestamp":1772681772,"startTime":"0","endTime":"0","summary":"3月5日，JPR最新发布的报告显示，由于显存短缺及供应链不确定性，2025年度总GPU出货量下降了3.3%，其中桌面端增长了1.1%，而笔记本市场则下降了5.2%。三大GPU厂商市场份额方面，Intel与NVIDIA分别下滑1.2%和1.4%，而AMD却增长2.6%，成为四季度唯一实现份额扩张的厂商。JPR表示，PC和GPU市场将面临一些艰难的挑战，关税波动、内存供应短缺而价格上涨，以及中东战争的爆发，“NVIDIA是唯一预测下一季度将强劲增长的供应商，而这一预测是基于人工智能的。”","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/03/05113656188859.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["LU0081259029.USD","LU0097036916.USD","AMD","LU0390134368.USD","BK4534","BK4515","BK4529","BK4532","LU1316542783.SGD","BK4512","LU0056508442.USD","AMDG","BK4605","LINT","IE0004445239.USD","LU0823421416.USD","AMDL","LU2089985449.USD","IE0009356076.USD","BK4209","BK4585","LU2264538146.SGD","BK4527","BK4566","LU1852331112.SGD","LU0889565833.HKD","IE00BMPRXN33.USD","LU2098885051.SGD","NVDA","LU0642271901.SGD","LU1880398554.USD","LU1242518857.USD","LU1880398471.USD","LU0823421333.USD","LU1303367103.USD","LU2250418816.HKD","LU1242518931.SGD","LU0823434740.USD","LU0321505439.SGD","LU1861558580.USD","BK4550","INTC","IE00BMPRXR70.SGD","LU1923623000.USD","LU0321505868.SGD","INTW","LU2543165471.USD","LU0719512351.SGD","BK4543","DAMD","AMDD","BK4141","LU0109392836.USD","LU2054465674.USD","IE00B5949003.HKD","BK4533","LU1803068979.SGD","BK4588","LU0979878070.USD","BK4535","BK4602","IE000M9KFDE8.USD","LU0127658192.USD","LU2148611432.USD","LU0274383776.USD","AMDW","AMUU","LU2458330169.SGD","LU1064131342.USD","LU1989764664.SGD","AMYY","BK4554","LU2360106780.USD","BK4573","AMDU","LU0082616367.USD","BK4575","BK4614","LU1951198990.SGD","LU2355687059.USD","AMDY","BK4579","LU0823434583.USD","04335","LU0198837287.USD","LU2931357623.SGD","LU1988902786.USD","LU1861559042.SGD","LU2458330243.SGD","LU1951200564.SGD","BK4612"],"gpt_icon":1},{"id":"2617591599","title":"AMD鋭龍AI 400G桌面CPU PCIe通道大縮水！最多才12條可用","url":"https://stock-news.laohu8.com/highlight/detail?id=2617591599","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617591599?lang=zh_tw&edition=fundamental","pubTime":"2026-03-05 10:36","pubTimestamp":1772678182,"startTime":"0","endTime":"0","summary":"快科技3月5日消息，AMD本周正式发布了基于Gorgon Point芯片、Zen 5架构的锐龙AI 400与Ryzen AI PRO 400台式机处理器系列，接替此前的Ryzen 8000G系列。以目前目前规格最高的锐龙AI 7 450G为例，集成16条PCIe 4.0通道，但4条被固定用于AM5插槽与主板芯片组互联，实际可用仅剩12条。若使用锐龙AI 5 435G等定位更低的型号，可用通道甚至可能降至10条，10条可用通道意味着无法同时让SSD以x4模式与显卡x8模式并行运行。","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=nesSN20260305104447a6a4902f&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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07:45","pubTimestamp":1772667919,"startTime":"0","endTime":"0","summary":"3月4日，英特尔大涨5.75%，AMD大涨5.8%。两大CPU巨头都表示，客户订单太多，市场严重缺货，无法满足市场需求。英特尔称，服务器CPU市场在2026年显著增长，大范围的服务器需求强劲。AMD首席执行官苏姿丰透露，企业级服务器CPU需求意外爆发，公司全力追赶订单。随着AI Agent应用兴起，现代AI工作负载中CPU与GPU的角色配比发生变化，CPU在推理和Agentic工作流中的重要性大幅提升。英特尔近期也披露因产能不足未能兑现超大规模客户承诺。","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=nesSN20260305075035a6a3db2e&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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