美股詳情

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AI芯片

2,501.79

+16.920.68%

漲家數：12

跌家數：4

平家數：- -

市盈率：- -

高：2,515.07

開：2,485.04

低：2,484.01

收：2,484.86

成交量：3.90億

成交額：953.96億

市值：27.49萬億

流通市值：25.13萬億

資料載入中...

總覽新聞資訊

美股迎來業績通脹雙重考驗盤面小幅走高

VIX曲線上翹，美國中期選舉臨近股市焦慮升温

AI推理時代，TPU需求炸裂式擴張！大摩：谷歌百萬顆TPU撬動2000億美元雲計算收入

軟件板塊相對芯片板塊走出創紀錄強勢行情

环球市场播报

大行評級｜Raymond James：上調AMD評級至「強力買入」，目標價升至641美元

OpenAI表示，其新款Jalapeno芯片在測試中的表現優於英偉達(NVDA.US)目前的產品線，凸顯出該公司自主研發

實時行情-科技股反彈掩蓋了各板塊升跌不一的走勢

美股異動｜英偉達漲近3%，Groq 3 LPX全面投產+次季業績明日放榜

市場消息：OpenAI稱其JALAPENO芯片在速度和功耗方面都超越了英偉達的GB300。

OPENAI稱其JALAPENO芯片在速度和功耗方面都超越了英偉達的GB300。

Eudia公布與谷歌達成Gemini法律企業版合作協議。

超威半導體(AMD)股票8月25日開盤上漲3.82%：關鍵驅動因素揭曉

TradingKey中文

AMD股價上漲3.5%

每日经济新闻

美股開盤｜標普高開0.35%；邁威爾科技升逾3%、英特爾升逾2%；芯片股普漲

思科(CSCO.US)聯手超微電腦(SMCI.US)擴容「英偉達AI工廠」解決方案，加碼AI算力基建佈局

AI算力資本戰再升級!英偉達系「新雲」Lambda擬融資30億美元為算力版圖與IPO裝填「彈藥」

SANDBOXAQ：AQCAT現已在AWS市場全面上市，並可通過Amazon SageMaker進行部署。

BUZZ——美國股市波動-迪克體育用品公司、Expedia集團

高通：全新Oryon CPU為首款達到5吉赫茲的移動端處理器。

穆迪（MCO）接入谷歌Gemini 企業版強化金融AI能力

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22:36","pubTimestamp":1787668560,"startTime":"0","endTime":"0","summary":"芯片板块于 6 月 22 日见顶；软件板块恰好在同一时间探明底部，随后开启一场数万亿美元级别的行情反转，两大板块走势几乎完全背道而驰。两者近 50 个百分点的收益差，是这两只 ETF 自 2011 年成立以来，软件相对芯片出现过的最大幅度跑赢记录。等权软件 ETF 大幅飙升，等权芯片 ETF 大幅下挫，两者创下接近 50 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