美股詳情

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AQR資本管理(全球第二大對沖基金)

2,263.87

+26.101.17%

漲家數：54

跌家數：43

平家數：1

市盈率：- -

高：2,269.79

開：2,240.38

低：2,240.38

收：2,237.77

成交量：10.88億

成交額：1,930.27億

市值：41.46萬億

流通市值：38.67萬億

資料載入中...

蘋果準備在印度生產更多AirPods耳機

财经实验室TheF...

連續虧損，英特爾「代工夢」碎了沒？

半导体芯知

Intel積極瘦身：孖展200億美元還債43億美元優化4萬員工

存儲的超級週期，還能上車嗎？

存安全隱患！特斯拉在美宣佈召回

汽车行业关注

新知 | 亞馬遜 AWS 顯露疲態，競爭對手加速趕超

世界級研發中心扎堆落户，中國醫療創新加速輸出全球

Q3儲能出貨量激增：特斯拉、寧德時代、陽光電源、億緯鋰能哪家強？

维科网储能

又新高了！中東資金，加倉！

美敦力在華首個數字化醫療創新基地在京落地

Intel 14A工藝衝擊代工：客户初步反饋令人鼓舞！

英特爾代工夢遭遇現實挑戰，14A工藝被指「遙遙無期」

Otherside 將登陸亞馬遜遊戲，並將合作推出 Voyager「Boximus」

神秘天體闖入太陽系，3天后抵達近日點，哈佛天文學家：或為外星智慧文明派來的「母艦」

特斯拉揭秘AI駕駛學習機制：統一神經網絡實現類人決策

PC換機潮引爆供應鏈進補帶旺華碩、宏碁、廣達等運營

英特爾新AI PC處理器催動換機潮

馬斯克：特斯拉 Cybercab 明年二季度量產，沒有方向盤和踏板

速看！5家大行展望2026年投資

埃克森公司就氣候披露法起訴加州

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年出现一次明显的“上升到下行”的轮替。大模型训练的强劲需求，快速拉动起新一轮的上行周期，存储芯片供应紧俏，价格开始上涨。一旦韩国配合了美国的施压，对中国进行禁售，那么短期内，中国的大模型训练的进展速度，可能会受限。因此，A股存储相关公司未来的利好，大概率还是出在“卡脖子”之上。但这并不意味着，A股的存储芯片在“受益于AI”的逻辑下，名副其实。","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":"http://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656126540&idx=2&sn=fceeb35ae1a2af6edcfba73830cb66e2&chksm=67b0c91eb55c74b6fb51e77dbfecd368ef1c7fac39c1f741403bd7f7378110aef2547c43e146&scene=0#rd","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":"weixin_highlight","symbols":["BK4566","IE0002270589.USD","LU1366333091.USD","LU0274383776.USD","BK4533","LU1267930813.SGD","BK4512","399300","BK4575","LU0792757196.USD","LU0081259029.USD","TTM","LU0082616367.USD","BK4141","BK4523","BK4168","BK4585","BK4588","LU2089985449.USD","LU2360106780.USD","LU1316542783.SGD","BK4527","LU0127658192.USD","LU0889566641.SGD","LU2931357623.SGD","LU0719512351.SGD","LU0056508442.USD","IE00B19Z3B42.SGD","LU1852331112.SGD","BK4532","LU2250418816.HKD","LU2048586759.USD","LU0642271901.SGD","BK4543","GB00BDT5M118.USD","MU","BK4579","HBM","LU2286300806.USD","LU2211815571.USD","BK4605","BK4099","BK4553","IE00B19Z3581.USD","159982","LU0157215616.USD","IE00B7SZLL34.SGD","BK4554"],"gpt_icon":1},{"id":"2578365630","title":"存安全隱患！特斯拉在美宣佈召回","url":"https://stock-news.laohu8.com/highlight/detail?id=2578365630","media":"汽车行业关注","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578365630?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 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18:53","pubTimestamp":1761475993,"startTime":"0","endTime":"0","summary":"三季度储能企业出货量数据陆续披露，行业高增长态势持续。特斯拉Q3储能装机量达12.5GWh，同比增长81%；宁德时代储能电池出货量约36GWh；阳光电源对完成全年40-50GWh的发货目标充满信心。第三季度单季度，亿纬锂能储能电池出货量达19.7GWh，显示出强劲的增长势头。这表明特斯拉在保持持续增长方面可能面临压力。2025年上半年，阳光电源储能出货量超过特斯拉，位列全球第一。","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=nesSN20251026185552a4758d50&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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15:24","pubTimestamp":1761463445,"startTime":"0","endTime":"0","summary":"本周五，A股再次上攻，并再次盘中突破近十年阶段新高。对此，笔者在之前已经多次进行提醒，“牛市还在”，本次就不再详细展开了。值得一提的是，近期多家国际投行再次给予了A股乐观预期。而笔者也注意到，包括中东资金等在内的外资巨头刚刚加仓多只A股。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202510/26/20251026715021.jpeg","type":0,"news_type":0,"thumbnails":[" 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10:58","pubTimestamp":1761447480,"startTime":"0","endTime":"0","summary":"新浪科技讯 10月26日上午消息，昨日，美敦力数字化医疗创新基地暨美敦力博物馆在北京国际医药创新公园 正式落地。在即将到来的第八届中国国际进口博览会上，美敦力将以“共创医疗科技未来”为主题，携百余款创新医疗科技产品及解决方案亮相，集中展示智慧医疗等领域的前沿创新成果。","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://finance.sina.com.cn/tech/internet/2025-10-26/doc-infvesvt6437905.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0070302665.USD","LU1506573853.SGD","LU0211331839.USD","LU0211326755.USD","LU2468319806.SGD","LU1023059063.AUD","LU1244550221.USD","LU0265550359.USD","LU1571399168.USD","LU1989764664.SGD","IE00BQXX3F31.USD","IE00BQXX3D17.EUR","LU1244550577.SGD","IE00B3T34201.USD","IE00BQXX3C00.GBP","IE00BFXG1179.USD","LU0158827781.USD","LU1061106388.HKD","LU0158827948.USD","LU0496365809.HKD","BK4533","IE000M9KFDE8.USD","LU0314106906.USD","LU2089283258.USD","LU1989764748.USD","LU0976567544.SGD","BK4082","LU1116320737.USD","LU1244550494.USD","LU2089984988.USD","BK4585","LU0072461881.USD","BK4566","LU1116320901.HKD","LU0162691827.USD","LU2271345857.HKD","LU0122379950.USD","159891","BK4588","LU0320765489.SGD","LU1057294990.SGD","LU2112291526.USD","LU0265550946.USD","MDT","LU0211326839.USD","LU1291159041.SGD","LU2111349929.HKD","LU2028103732.USD","LU2089284900.SGD","LU1983299246.USD"],"gpt_icon":0},{"id":"2578695682","title":"Intel 14A工藝衝擊代工：客户初步反饋令人鼓舞！","url":"https://stock-news.laohu8.com/highlight/detail?id=2578695682","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578695682?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 10:53","pubTimestamp":1761447189,"startTime":"0","endTime":"0","summary":"终于迎来季度盈利后，Intel还简短披露了一个好消息：“外部客户对14A的初步反馈令人鼓舞！”当然，Intel是不可能主动公布都有哪些代工客户的，只能继续耐心等待了。Intel 14A工艺早在去年初就公布了，号称等效于1.4nm，预计大约2027年量产，还会发展出功能拓展版本14A-E。Intel已经率先拿下了全球第一台，正在俄勒冈州工厂内抓紧测试。按照规划，Intel未来将每两年推出一个新的工艺节点，并一路推出各个节点的演化版本。Intel代工业务也计划在2027年实现盈亏平衡。","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=nesSN20251026110308a6ce499c&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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Voyager“Boximus”。","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://foresightnews.pro/foresightnews/news/detail/88154","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":"foresightnews_highlight","symbols":["BK4548","LU0127658192.USD","LU2764263203.CNY","LU0211327993.USD","IE00BMPRXN33.USD","LU2317271919.USD","LU1935043023.USD","BK4585","LU1720051017.SGD","LU0316494557.USD","LU1551013425.SGD","LU2420271590.USD","IE00BJTD4V19.USD","IE00B5949003.HKD","BK4122","LU1244550494.USD","LU1880398554.USD","LU1803068979.SGD","LU1633808545.USD","BK4559","LU0210533765.USD","LU0096362180.USD","LU1316542783.SGD","IE0009G5SDU7.USD","IE00BFSS8Q28.SGD","IE00B19Z8X17.USD","IE0009356076.USD","LU0079474960.USD","LU2168564495.EUR","USAW.SI","LU2430703095.HKD","LU2756315664.SGD","LU0302445910.USD","LU1267930573.SGD","SG9999014880.SGD","LU0494093205.USD","LU0345769128.USD","LU2089284900.SGD","LU2430703178.SGD","LU2430703251.USD","LU0965509101.SGD","LU0072461881.USD","LU2168564065.EUR","LU1551013342.USD","LU1116320737.USD","IE00B19Z8W00.USD","BK4598","LU1116320901.HKD","BK4533"],"gpt_icon":0},{"id":"2578668172","title":"神秘天體闖入太陽系，3天后抵達近日點，哈佛天文學家：或為外星智慧文明派來的「母艦」","url":"https://stock-news.laohu8.com/highlight/detail?id=2578668172","media":"红星新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578668172?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 09:54","pubTimestamp":1761443640,"startTime":"0","endTime":"0","summary":"太阳系的星际访问者3I/ATLAS预计将于10月29日到达近日点。本周早些时候，它达到了合日点，这意味着它相对于地球，位于太阳的背后，我们无法从地球上观测到它。不过，科学家们已经利用驻扎在火星附近的航天器对它进行观测，它将于11月底再次回到人们的视野中。","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://finance.sina.com.cn/tech/it/2025-10-26/doc-infvenpu4999730.shtml","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":"sina","symbols":["AU","LU0496367417.USD","BK4533","LU1223083913.SGD","BK4585","LU0055631609.USD","LU0724618789.USD","BK4017","LU0498741114.HKD","BK4588","LU1223082519.USD","LU0498741890.SGD","LU1223082196.USD","LU0368265764.SGD","LU0345780521.USD","BK4522","BK4570","LU0345780281.USD","LU0788108826.HKD"],"gpt_icon":0},{"id":"2578161686","title":"特斯拉揭秘AI駕駛學習機制：統一神經網絡實現類人決策","url":"https://stock-news.laohu8.com/highlight/detail?id=2578161686","media":"DoNews","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578161686?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 07:53","pubTimestamp":1761436383,"startTime":"0","endTime":"0","summary":"特斯拉人工智能副总裁阿肖克・埃卢斯瓦米近日披露，公司采用\"端到端\"神经网络架构，将感知、规划与控制功能整合于单一系统中。与传统模块化方案不同，该技术通过梯度反向传播实现全局优化，使自动驾驶系统能掌握细微价值判断。埃卢斯瓦米举例说明，该系统能自主决策绕行积水或借道避让，并理解动物穿越意图。为实现这一能力，特斯拉依托全球车队构建\"数据瀑布\"，每日积累相当于500年驾驶经验的数据量。通过自研的生成式高斯点阵渲染技术和神经世界模拟器，工程师可在虚拟环境中高效测试新模型。该神经网络架构未来将延伸至人形机器人Optimus的研发，展现其在人工智能领域的扩展潜力。","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=nesSN20251026075416a6ce17ed&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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帶旺華碩、宏碁、廣達等運營","url":"https://stock-news.laohu8.com/highlight/detail?id=2578868601","media":"经济日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578868601?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 07:30","pubTimestamp":1761435040,"startTime":"0","endTime":"0","summary":"业界预估，2026年PC出货量将持续增长，有望带动华硕、宏碁、广达、仁宝等PC供应链后市增长。Win 10停止支持促使企业及一般消费者今年持续展开换机行动，鉴于目前仍有近四成PC用户在使用Win 10，相关换机需求将成为未来几年PC市场重要增长动能。有望带动品牌厂华硕、宏碁、微星、技嘉，及PC代工厂广达、仁宝、纬创、英业达、鸿海、和硕等运营。","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=nesSN20251026073058a474d530&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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明年二季度量產，沒有方向盤和踏板","url":"https://stock-news.laohu8.com/highlight/detail?id=2578731685","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578731685?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 07:14","pubTimestamp":1761434058,"startTime":"0","endTime":"0","summary":"IT之家 10 月 26 日消息，特斯拉首席执行官埃隆马斯克终于为 Cybercab 的生产设定了明确的时间表，同时也在一定程度上平息了外界流传的一个传闻。特斯拉如今正式宣布，Cybercab 将于 2026 年第二季度开始量产。此前，有人发现几张在特斯拉公司场地内拍摄的 Cybercab 照片中，车辆似乎装有方向盘，这进一步引发了外界关于该车是否支持人工操控的讨论。但此次财报会上，马斯克再次明确强调了 Cybercab 的全自动驾驶属性。","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=nesSN2025102607145397424f2d&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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03:50","pubTimestamp":1761421851,"startTime":"0","endTime":"0","summary":"埃克森公司就气候披露法起诉加州埃克森公司以第一修正案权利为由起诉加州加州法律要求大公司披露排放量和气候风险埃克森声称加州法律误导并抵消了自愿报告行为Chandni Shah. 路透10月25日 - 埃克森美孚XOM.N周五起诉加利福尼亚州，质疑该州要求大公司公开披露温室气体排放和气候相关财务风险的两项法律。埃克森公司说，这些法律迫使它采用加利福尼亚州偏好的气候报告框架，它认为这具有误导性且适得其反。","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:20251025:nL4T3W603Q:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2168564222.USD","LU1670710661.SGD","LU2041044095.USD","LU2125909247.SGD","LU1697837992.HKD","BK4570","SG9999015358.SGD","BK4577","LU0251132253.USD","LU2077746001.SGD","LU0689472784.USD","LU2420271590.USD","XOM","IE00BMPRXQ63.HKD","LU2089284900.SGD","LU0494093205.USD","LU2065170008.USD","LU0353189763.USD","LU2065171311.SGD","LU2286300806.USD","LU1623119135.USD","LU2487616109.SGD","LU0882574139.USD","LU0553294199.USD","LU1989773731.SGD","LU2087625088.SGD","LU1435385759.SGD","LU2097344357.USD","LU0211328371.USD","LU2168564065.EUR","LU2552382132.HKD","BK4533","LU0266512473.USD","LU2361045086.USD","IE00B1BXHZ80.USD","SG9999000418.SGD","LU2347655156.SGD","LU0267386448.USD","LU1571399168.USD","LU2458330243.SGD","LU1721428933.USD","LU2279689827.SGD","LU1145028129.USD","BK4516","LU2125154935.USD","LU1670710588.SGD","LU2095319765.USD","LU0061474705.USD","LU2463028550.USD"],"gpt_icon":1}],"pageSize":20,"totalPage":75,"pageCount":1,"totalSize":1491,"code":"91000000","status":"200"}]}}