美股詳情

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芯片概念

1,855.70

-4.8865-0.26%

漲家數：7

跌家數：4

平家數：- -

市盈率：- -

高：1,874.55

開：1,863.29

低：1,851.12

收：1,860.59

成交量：1.90億

成交額：385.08億

市值：7.31萬億

流通市值：7.24萬億

資料載入中...

總覽新聞資訊

一稻一果見匠心「豫」農精品贏美名丨美豫名品質贏未來

受市場影響，蘋果iPhone存儲芯片或擴大三星採購佔比

阿里巴巴員工數「鋭減」後再次增長

首席商业评论

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蘋果目標價獲上調傑富瑞看好iPhone需求增強

阿福可以是螞蟻的第二個「支付寶」

韓國芯片，贏麻了

半导体行业观察

2025年三季度DRAM市場排名公佈

DRAM供不應求傳美光找上力積電代工

吳泳銘：重估阿里的「關鍵先生」

中国企业家杂志

【半導體】英特爾豪賭下一代晶體管

人工智能产业链...

iOS 26.3將AirPods式配對擴展至第三方設備僅限歐盟用户

蘋果推送iOS/iPadOS 18.7.3安全更新

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從「論筐挑」到「按個賣」

英特爾週一尾盤下跌0.8%

环球市场播报

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10:52","pubTimestamp":1766458351,"startTime":"0","endTime":"0","summary":"受存储芯片价格快速上涨的影响，苹果正扩大其iPhone存储芯片从三星的采购占比。据外媒称，在iPhone 17所使用的低功耗动态随机存取存储器供应中，三星有望占据约60%至70%的份额。而在此前几代iPhone产品里，三星与SK海力士的供应比例相对均衡，美光也作为较小供应商参与其中，如今这种平衡已被打破。目前，三星、SK海力士和美光均具备大规模生产LPDDR的能力。","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=nesSN20251223105326a46ce487&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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10:39","pubTimestamp":1766457562,"startTime":"0","endTime":"0","summary":"在阿里巴巴的年报中也有解释，只不过藏在100多页的PDF文件里：“截至2023年、2024年及2025年3月31日，我们的全职员工总数分别为235,216人、204,891人及124,320人。2025年财务年度员工数量减少的主要原因是高鑫零售的出售并终止合并所致，部分被招新抵销。我们的员工绝大部分在中国工作。”回顾2025年，阿里巴巴的股价走出了一个“W”底后的修复行情。阿里云AI收入增速超过30%成为关键催化剂。阿里巴巴的2025年是一场残酷的“刮骨疗伤”。","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=nesSN20251223105242a46ce3d8&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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09:16","pubTimestamp":1766452570,"startTime":"0","endTime":"0","summary":"尤其值得一提的是，韩国半导体行业有望摆脱其在存储器领域的垄断地位，并在AI系统半导体和代工领域探索新的增长引擎。因此，预计三星电子和SK海力士今年的销售额将逐步增长。与以往需求驱动的周期不同，此次周期供应商占据了主导地位。预计新年伊始，HBM市场仍将面临供应短缺。据报道，存储器制造商已经敲定了明年大部分HBM供应合同。","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=nesSN20251223092129a6c387f2&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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04:23","pubTimestamp":1766434980,"startTime":"0","endTime":"0","summary":"英特尔（INTC）周一尾盘下跌0.8%。该公司前董事会成员称，英特尔最大问题是定位不清，既当合作伙伴，又当竞争对手。随着市场对英特尔14A、18A制程表现出兴趣，英特尔若要真正建立代工客户信任，就必须在产品部门与代工部门之间划清界限。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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