美股詳情

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室溫超導概念

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+73.541.84%

漲家數：9

跌家數：- -

平家數：- -

市盈率：- -

高：4,098.86

開：4,006.73

低：4,006.73

收：4,006.58

成交量：4,276.33萬

成交額：45.43億

市值：2.32萬億

流通市值：2.10萬億

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總覽新聞資訊

台積電「CoWoS先生」：ABF基板未來幾年短缺程度或僅次於存儲

华尔街见闻

Quantum Computing(QUBT.US)拐點將至？訂單與產能齊突破，通用門控路線迎來「最後半英里」

AI推理邁向異構算力時代！微軟Maia 300加速自研硅崛起，台積電(TSM.US)與邁威爾(MRVL.US)迎ASIC增長周期

美股盤前要點 | 黃仁勳駁斥5000億美元「循環融資」質疑，Anthropic再籤91億算力大單

台積電與索尼半導體解決方案將設立影像感測器合資公司

环球市场播报

台積電：合資公司預計將於2029年開始量產。

台積電：批准2026年第二季度每股7新台幣現金股利。

台積電：董事會批准約294.425億美元資本撥款。

台積電(TSM.US)：董事會核准第二季每股現金股利7.0元新台幣。

台積電：將成立合資企業開發並製造下一代圖像傳感器。索尼合資企業價值不超過2820億日元。

台積電(TSM.US)：批准與索尼半導體解決方案公司成立新的合資企業。

伯恩斯坦上調台積電目標價近19%，CPU有望接棒GPU成為增長主力

TradingKey中文

郭明錤澄清蘋果芯片積壓傳聞：蘋果(AAPL.US)按料定產，台積電(TSM.US)大規模積壓在製品並不常見

台積電積壓10億美元蘋果處理器訂單？郭明錤闢謠：庫存上升屬正常爬坡，非被動積壓

华尔街见闻

台灣股市：收升站回45,000點探近四周高位，聯發科翻紅領指數震盪走揚

台積電因內存缺貨積壓蘋果10億美元訂單？郭明錤：蘋果下調出貨計劃不代表產品積壓

伯恩斯坦分析師在一份研究報告中表示，隨着今年早些時候代理AI的興起，CPU市場有望加速增長，並可能成為台積電新的增長驅動

機構：中央處理器或成為台積電的新增長動力

期權聚焦 | 台積電驚現460萬美元遠期Put大單，多空對決：合成多頭押注500美元 vs. 巨量Put提前佈防

24小時環球政經要聞 | 8月11日

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15:32","pubTimestamp":1786433555,"startTime":"0","endTime":"0","summary":"根据其产业调查，苹果通常至少提前三个月根据预期可获得的内存量来规划台积电的处理器生产节奏，遵循“以料定产”原则，而非让台积电提前大量生产在制品并积压库存。郭明强调，并未出现“台积电先积压价值10亿美元处理器在制品，再等待内存到位才能进行封装”的情景。","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":"http://www.zhitongcaijing.com/content/detail/1478453.html","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":"stock_zhitongcaijing","symbols":["LU1582986433.USD","LU0056508442.USD","LU0345770993.USD","CORO","TTXU","MEMX","LU1400636491.USD","LU0082616367.USD","LU0823434583.USD","LU2250418816.HKD","LU0642271901.SGD","LU2247934214.USD","LU0882574139.USD","SG9999017495.SGD","LU0310799852.SGD","LU1699723380.USD","LU0061474960.USD","BK4550","LU2750360997.AUD","IE00BJTD4V19.USD","LU0080751232.USD","LU0878005551.USD","LU1232071149.USD","IE000WAW04H5.SGD","LU1914381329.SGD","LU2047632596.USD","LU2264538146.SGD","LU2100268510.USD","SGXZ81514606.USD","BLOX","LU0264606111.USD","LU0949170426.SGD","IE00BZ199S13.USD","IE0001KFT4U8.USD","TSMZ","03145","LU2361044865.SGD","LU2430703095.HKD","LU0528227936.USD","LU2092937221.SGD","LU2298321311.HKD","LU0048584097.USD","LU1074936037.SGD","LU0109392836.USD","LU1935042488.USD","IE00BLSP4239.USD","IE00BN29S564.USD","AAPU","LU2663582299.SGD","LU1496350502.SGD","IE00BFXG0V08.USD","LU0070217475.USD","LU1145028129.USD","ESIM","SG9999014542.SGD","IE000YTNTUN2.SGD","LU0215105999.USD","LU0965509283.SGD","BK4612","LU0738911758.USD","BK4566","LU2271345857.HKD","LU1506573853.SGD","LU1852331112.SGD","LU0979878070.USD","LU1037948541.HKD","LU0128525929.USD","LU0965509101.SGD","LU1778281490.HKD","LU1064131342.USD","LU1839511570.USD","LU2236285917.USD","EMM","LU0314106906.USD","LU1823568750.SGD","LU0965508806.USD","LU1046421795.USD","LU0210528500.USD","IE00B5TLWC47.USD","LU0127658192.USD","BK4533","IE00BK4W5M84.HKD","IE00BYXW3230.USD","LU2237443465.HKD","TSMX","AVEM","LU0265550946.USD","LU2106854487.HKD","SG9999014567.USD","IE000F7OJYX1.SGD","IE00BDCRKT87.USD","BK4554","CGGO","LU1814569148.SGD","LU0203201768.USD","LU0158827948.USD","LU0289960550.SGD","LU1551013342.USD","LU2083900584.USD","LU1674673428.USD","LU1127390331.HKD","LU2168564222.USD","LU2191332357.HKD","LU0072461881.USD","LU1366192091.USD","LU0154236417.USD","LU0345770308.USD","LU1282649067.USD","BK4571","SGXZ31699556.SGD","LU1720051108.HKD","LU2458330243.SGD","LU0210536198.USD","BK4526","LU2506952097.USD","BK4592","IE00B1BXHZ80.USD","SG9999002224.SGD","IE00B1XK9C88.USD","LU0823421333.USD","SG9999015358.SGD","AAPL","LU0784385840.USD","SPTE","SGXZ99366536.SGD","XLK","LU1645745479.HKD","LU1868838027.USD","IE000W1ABFV2.USD","LU2471134796.USD","LU0096364046.USD","LU0348723411.USD","LU0124676726.USD","LU1206712785.SGD","LU1242518931.SGD","LU2065169927.USD","LU2360106780.USD","LU2294711713.HKD","LU0541501648.USD","AAPW","IE000MB6IJN5.SGD","LU0053666078.USD","LU2458330169.SGD","LU0211327993.USD","LU1868837722.USD","BK4548","LU1791710400.SGD","LU2168564149.EUR","LU0511384066.AUD","LU0234572021.USD","LU2420271590.USD","LU2249611893.SGD","LU0079474960.USD","LU1642822529.SGD","LU0786609619.USD","LU2357125470.USD","LU1282649810.SGD","VGT","IE00BHPRN162.USD","LU0345769631.USD","LU0384037296.USD","LU0965509010.AUD","LU1917777945.USD","LU2602419157.SGD","AAPX","LU1291159041.SGD","LU1211504680.USD","LU2487616109.SGD","LU0267386448.USD","LU0354030438.USD","IE00BK4W5L77.USD","BK4585","APLY","LU2491050154.USD","LU2896262040.SGD","LU1037948897.HKD","LU1400636657.SGD","LU0943347566.SGD","LU0689472784.USD","IE00BBT3K403.USD","IE000ITXATA3.USD","LU1066051498.USD","SG9999015986.USD","HK0000306701.USD","LU1989772923.USD","LU2361044949.HKD","LU2746668974.SGD","SG9999001424.SGD","LU1508157978.USD","IE00BYQQ9H92.USD","LU0689626769.HKD","LU0345769128.USD","LU2065171311.SGD","LU0787776722.HKD","LU0466842654.USD","LU2023250504.SGD","LU0029864427.USD","LU2491049909.HKD","IE00BZ1G4Q59.USD","LU0314104364.USD","TEK","IE00B3M56506.USD","LU2286300806.USD","WUGI","LU0823414478.USD","LU2089284900.SGD","IE00BKPKM429.USD","LU0823421416.USD","IE00BKVL7J92.USD","LU2361045086.USD","LU1582987324.SGD","LU1366333091.USD","LU0251132253.USD","LU1988902786.USD","LU2092627202.USD","IXN","TSM","IE00BMPRXN33.USD","LU0882747503.HKD","LU1629891620.HKD","SGXZ80539844.SGD","LU2430703178.SGD","LU1119994496.HKD","IE00B19Z9505.USD","IE00BSNM7G36.USD","IE0003U64NQ7.SGD","LU1935042215.USD","LU0011850046.USD","LU1979441026.SGD","LU0683600562.USD","GB00BDT5M118.USD","IE000Q6AESB8.SGD","UMMA","LU2462591277.SGD","LU2125154778.USD","LU2506951875.HKD","LU0541502299.USD","METV","LU0476273544.USD","LU2462591350.SGD","LU2211814178.USD","LU0210533765.USD","LU1868837565.USD","LU1803068979.SGD","BAI","LU2125154935.USD","LU1261432733.SGD","LU0823434740.USD","LU0081259029.USD","SG9999014559.SGD"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