159310 芯片产业
已收盘 04-03 15:00:00
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和讯投顾余荣卓:光芯片为何逆袭?四大逻辑揭秘抗跌主线!
中金财经 · 04-03 15:15
和讯投顾余荣卓:光芯片为何逆袭?四大逻辑揭秘抗跌主线!
睿远成长价值披露2025年年报 傅鹏博、朱璘:港股配置略有提高 增配AI和芯片产业链
智通财经 · 04-01 16:07
睿远成长价值披露2025年年报 傅鹏博、朱璘:港股配置略有提高 增配AI和芯片产业链
芯片产业链上攻,设备股领涨,半导体设备ETF易方达(159558)标的指数半日涨超2%
证券之星 · 03-27
芯片产业链上攻,设备股领涨,半导体设备ETF易方达(159558)标的指数半日涨超2%
深圳:支持国产GPU、NPU、CPU、DPU等核心芯片产品加快应用和迭代
金吾财讯 · 03-25
深圳:支持国产GPU、NPU、CPU、DPU等核心芯片产品加快应用和迭代
芯片产业链股集体反弹,关注科创芯片设计ETF易方达(589030)、芯片ETF易方达(516350)投资价值
证券之星 · 03-24
芯片产业链股集体反弹,关注科创芯片设计ETF易方达(589030)、芯片ETF易方达(516350)投资价值
芯片产业链股回调,关注半导体设备ETF易方达(159558)、科创芯片ETF易方达(589130)布局机会
证券之星 · 03-23
芯片产业链股回调,关注半导体设备ETF易方达(159558)、科创芯片ETF易方达(589130)布局机会
卡塔尔天然气设施遇袭或冲击化肥与氦气供应 波及农业和芯片产业
环球市场播报 · 03-19
卡塔尔天然气设施遇袭或冲击化肥与氦气供应 波及农业和芯片产业
市场上的半导体相关指数有什么异同?
有连云 · 03-16
市场上的半导体相关指数有什么异同?
芯片产业链股午后回暖,半导体设备ETF易方达(159558)上周“吸金”超5亿元
证券之星 · 03-16
芯片产业链股午后回暖,半导体设备ETF易方达(159558)上周“吸金”超5亿元
追觅旗下芯际穿越量产“天穹”芯片,计划发射太空算力盒
凤凰网科技 · 03-11
追觅旗下芯际穿越量产“天穹”芯片,计划发射太空算力盒
AWE 2026芯片产业高峰论坛将开幕,追觅芯际穿越重磅揭晓战略蓝图
凤凰网科技 · 03-10
AWE 2026芯片产业高峰论坛将开幕,追觅芯际穿越重磅揭晓战略蓝图
芯片产业链下挫,资金逆势布局,半导体设备ETF易方达(159558)半日净申购达3200万份
中金财经 · 03-09
芯片产业链下挫,资金逆势布局,半导体设备ETF易方达(159558)半日净申购达3200万份
芯片产业链集体回调,关注半导体设备ETF易方达(159558)、科创芯片设计ETF易方达(589030)投资机会
证券之星 · 03-03
芯片产业链集体回调,关注半导体设备ETF易方达(159558)、科创芯片设计ETF易方达(589030)投资机会
港股概念追踪|全球芯片产业链传利好信号 机构看好液冷市场空间快速成长(附概念股)
智通财经 · 02-02
港股概念追踪|全球芯片产业链传利好信号 机构看好液冷市场空间快速成长(附概念股)
芯片产业链午后再度拉升 华天科技反包涨停
每日经济新闻 · 01-27
芯片产业链午后再度拉升 华天科技反包涨停
嘉实中证芯片产业指数发起式A基金经理变动:增聘周泉希为基金经理
证券之星 · 2025-12-06
嘉实中证芯片产业指数发起式A基金经理变动:增聘周泉希为基金经理
马来西亚总理:英特尔承诺在马投资2.08亿美元用于芯片产业
格隆汇 · 2025-12-02
马来西亚总理:英特尔承诺在马投资2.08亿美元用于芯片产业
“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席,领导 99% 美国芯片产业
IT之家 · 2025-11-21
“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席,领导 99% 美国芯片产业
南宁市良庆区智能终端芯片产业集群入选
南宁日报 · 2025-11-07
南宁市良庆区智能终端芯片产业集群入选
港股芯片产业链爆发 中芯国际华虹半导体携手涨超5%!港股信息技术ETF(159131)即将上市!标的指数盘中涨超2%
新浪基金 · 2025-11-06
港股芯片产业链爆发 中芯国际华虹半导体携手涨超5%!港股信息技术ETF(159131)即将上市!标的指数盘中涨超2%
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增配AI和芯片产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2624593211","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624593211?lang=zh_cn&edition=full","pubTime":"2026-04-01 16:07","pubTimestamp":1775030859,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,3月27日,知名基金经理傅鹏博、朱璘管理的“独门基”睿远成长价值披露了2025年年报。傅鹏博、朱璘在2025年年报中提到,2025年,组合的港股配置略有提高,主要是增加了互联网科技和医疗保健类公司持有,上半年个股表现突出,净值占比提高较为明显。傅鹏博、朱璘于年报中表示,2025年,人工智能的相关产业链是最明确的投资方向。","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://www.zhitongcaijing.com/content/detail/1423923.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":["CHAT","BK4585","VXUS","AIPO","AGIX","BK4588","159310"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622307817","title":"芯片产业链上攻,设备股领涨,半导体设备ETF易方达(159558)标的指数半日涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622307817","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622307817?lang=zh_cn&edition=full","pubTime":"2026-03-27 13:35","pubTimestamp":1774589758,"startTime":"0","endTime":"0","summary":"截至午间收盘,中证半导体材料设备主题指数上涨2.0%,上证科创板芯片指数、上证科创板芯片设计主题指数均上涨0.7%,中证芯片产业指数上涨0.2%。Wind数据显示,半导体设备ETF易方达(159558,联接基金A/C:021893/021894)此前两个交易日连续获资金净流入,合计8600万元。开源证券指出,受下游汽车与工控市场补库带动,原材料成本传导,晶圆代工行业迎来全面涨价,先进逻辑芯片的国产替代将催生海量晶圆产能需求,行业利润弹性有望步入释放期。","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://fund.stockstar.com/SS2026032700024720.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159558","159310","561980"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622010960","title":"深圳:支持国产GPU、NPU、CPU、DPU等核心芯片产品加快应用和迭代","url":"https://stock-news.laohu8.com/highlight/detail?id=2622010960","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622010960?lang=zh_cn&edition=full","pubTime":"2026-03-25 09:15","pubTimestamp":1774401346,"startTime":"0","endTime":"0","summary":"金吾财讯 | 深圳市工业和信息化局近日印发《深圳市加快推进人工智能服务器产业链高质量发展行动计划(2026—2028年)》,计划提出,支持国产GPU、NPU、CPU、DPU等核心芯片产品加快应用和迭代,形成完整产业生态,鼓励基于RISC-V架构的高性能计算芯片研发与产业化,发展高速以太网交换芯片、PCIe/CXL交换芯片等,推动技术迭代与性能升级。支持第三代半导体功率器件研发与应用,支持开发场景化专用电源方案,前瞻布局下一代功率半导体技术。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/N2FhZjdlNDZjNGUyMzE4MDgzODIzMA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/N2FhZjdlNDZjNGUyMzE4MDgzODIzMA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977164","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":["BK4535","BK4585","688981","BK4588","159310","588750"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621066689","title":"芯片产业链股集体反弹,关注科创芯片设计ETF易方达(589030)、芯片ETF易方达(516350)投资价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2621066689","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621066689?lang=zh_cn&edition=full","pubTime":"2026-03-24 18:49","pubTimestamp":1774349373,"startTime":"0","endTime":"0","summary":"截至收盘,上证科创板芯片设计主题指数上涨2.7%,上证科创板芯片指数上涨2.6%,中证半导体材料设备主题指数上涨1.8%,中证芯片产业指数上涨1.7%。Wind数据显示,科创芯片设计ETF易方达和芯片ETF易方达近三个交易日均连续获资金净流入,合计分别达5700万元和4200万元。从景气确定性角度看,建议关注北美和国产算力链,以及“AI颠覆”交易下具备较大预期差的AI中下游。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d43b391073e2086028879e005c6da4d1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/SS2026032400033402.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":"stockstar","symbols":["589030","159310","516350"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621721096","title":"芯片产业链股回调,关注半导体设备ETF易方达(159558)、科创芯片ETF易方达(589130)布局机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2621721096","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621721096?lang=zh_cn&edition=full","pubTime":"2026-03-23 13:11","pubTimestamp":1774242666,"startTime":"0","endTime":"0","summary":"截至午间收盘,上证科创板芯片指数、中证半导体材料设备主题指数均下跌3.4%,上证科创板芯片设计主题指数下跌3.5%,中证芯片产业指数下跌3.7%。国信证券指出,2026年1月全球半导体销售额为825.4亿美元,同比增长46.1%,连续27个月同比正增长;其中中国销售额同比增长47.0%。目前行业处于高端芯片制造能力破局、存储芯片规模扩产阶段,AI仍是技术发展的主线,计算需求正以指数级速度增长。","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://fund.stockstar.com/SS2026032300013962.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":"stockstar","symbols":["589130","159558","159310","561980"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620176972","title":"卡塔尔天然气设施遇袭或冲击化肥与氦气供应 波及农业和芯片产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2620176972","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620176972?lang=zh_cn&edition=full","pubTime":"2026-03-19 15:54","pubTimestamp":1773906840,"startTime":"0","endTime":"0","summary":"在不到12小时内,伊朗导弹两次击中卡塔尔拉斯拉凡工业城,对这个海湾国家关键能源枢纽造成“严重破坏”。但其影响预计将远远超出中东地区。 由卡塔尔能源公司运营的拉斯拉凡工业城,被普遍视为全球最重要的液化天然气枢纽之一,集运输、加工和港口设施于一体。卡塔尔出口全球约20%的液化天然气供应,是仅次于美国的全球第二大出口国,而其几乎全部天然气都经由拉斯拉凡出口。","market":"sh","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/stock/usstock/c/2026-03-19/doc-inhrpfxp6827286.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":"sina","symbols":["DUG","MNGmain","BK4585","NGmain","DGAZ","BK4570","XOP","BK4588","159310","UGAZ","KOLD","FCG","UNG","QGmain"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2619946147","title":"市场上的半导体相关指数有什么异同?","url":"https://stock-news.laohu8.com/highlight/detail?id=2619946147","media":"有连云","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619946147?lang=zh_cn&edition=full","pubTime":"2026-03-16 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2026芯片产业高峰论坛”将于明日在上海正式拉开帷幕。本届论坛以“算力重塑世界”为主题,汇聚政、产、学、研、媒各界顶尖力量,共同描绘中国芯片产业的新征程。与会嘉宾将围绕中国芯片产业的技术突破、生态建设、应用落地等核心议题展开深度对话,为产业高质量发展注入新思路、新动能。3月11日15:00,央视财经新媒体客户端全程直播,精彩不容错过,让我们一起见证中国芯时刻!","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://tech.ifeng.com/c/8rO7737SnrX","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["159310"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618144466","title":"芯片产业链下挫,资金逆势布局,半导体设备ETF易方达(159558)半日净申购达3200万份","url":"https://stock-news.laohu8.com/highlight/detail?id=2618144466","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618144466?lang=zh_cn&edition=full","pubTime":"2026-03-09 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