688981 中芯国际
交易中 06-18 10:01:32
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港股概念追踪 | 存储芯片涨价潮延续 短缺局面或至少持续至2028年(附概念股)
智通财经 · 07:29
港股概念追踪 | 存储芯片涨价潮延续 短缺局面或至少持续至2028年(附概念股)
资金动向 | 北水减仓港股超21.1亿港元，连续5日卖出阿里
格隆汇 · 06-15 19:36
资金动向 | 北水减仓港股超21.1亿港元，连续5日卖出阿里
港股半导体板块持续走强
第一财经 · 06-15 10:15
港股半导体板块持续走强
港股开盘向好 恒指高开1.15% 联想集团(00992)涨4.92%
金吾财讯 · 06-15
港股开盘向好 恒指高开1.15% 联想集团(00992)涨4.92%
集邦咨询：一季度全球前十大晶圆代工产值达479.5亿美元 环比增长3.7%
智通财经 · 06-12
集邦咨询：一季度全球前十大晶圆代工产值达479.5亿美元 环比增长3.7%
港股开盘 | 恒指高开1.04% 半导体板块走强 澜起科技(06809)涨超6%
智通财经网 · 06-12
港股开盘 | 恒指高开1.04% 半导体板块走强 澜起科技(06809)涨超6%
6月10日中芯国际现463.11万元大宗交易
证券之星 · 06-10
6月10日中芯国际现463.11万元大宗交易
美股盘前：三大股指期货集体飘绿，芯片股全线下跌
第一财经 · 06-10
美股盘前：三大股指期货集体飘绿，芯片股全线下跌
快讯：恒指低开0.5% 科指跌0.38% 黄金股低迷 芯片股回调
新浪港股 · 06-10
快讯：恒指低开0.5% 科指跌0.38% 黄金股低迷 芯片股回调
芯片、PCB、AI PC三箭齐发！聚焦港股硬科技的港股通信息技术ETF华宝（159131）放量涨近6%一举收复所有均线
新浪基金 · 06-09
芯片、PCB、AI PC三箭齐发！聚焦港股硬科技的港股通信息技术ETF华宝（159131）放量涨近6%一举收复所有均线
机器人概念持续走高 埃斯顿(02715)涨5.78% 物理AI赛道获黄仁勋与孙正义持续看好
金吾财讯 · 06-09
机器人概念持续走高 埃斯顿(02715)涨5.78% 物理AI赛道获黄仁勋与孙正义持续看好
半导体板块早盘普涨 天数智芯(09903)涨8.98% 地缘风险降温致隔夜美股半导体板块反弹
金吾财讯 · 06-09
半导体板块早盘普涨 天数智芯(09903)涨8.98% 地缘风险降温致隔夜美股半导体板块反弹
【券商聚焦】交银国际：AI主题或继续主导下半年行情
金吾财讯 · 06-09
【券商聚焦】交银国际：AI主题或继续主导下半年行情
康希通信：芯中芯推出AI玩具、AI眼镜、AI智能监控系统等多种产品
证券之星 · 06-08
康希通信：芯中芯推出AI玩具、AI眼镜、AI智能监控系统等多种产品
半导体板块深度回调 芯智控股(02166)跌7.09% 桥水创始人料AI赛道已经显现泡沫特征
金吾财讯 · 06-08
半导体板块深度回调 芯智控股(02166)跌7.09% 桥水创始人料AI赛道已经显现泡沫特征
每周股票复盘：中芯国际（688981）H股增发318,822股
证券之星 · 06-07
每周股票复盘：中芯国际（688981）H股增发318,822股
未来智造局｜A股半导体公司超230家 行业并购正迎高峰期
新华财经 · 06-05
未来智造局｜A股半导体公司超230家 行业并购正迎高峰期
资金动向 | 北水狂买腾讯、小米，大抛中芯国际近28亿港元
格隆汇 · 06-05
资金动向 | 北水狂买腾讯、小米，大抛中芯国际近28亿港元
“大模型双雄”下挫，MINIMAX-W跌超16%，智谱跌超9%，半导体、存储芯片概念股领跌 丨港股收盘
每日经济新闻 · 06-05
“大模型双雄”下挫，MINIMAX-W跌超16%，智谱跌超9%，半导体、存储芯片概念股领跌 丨港股收盘
港股持续走低 恒指收跌1.15% 中芯国际(00981)跌7.18%
金吾财讯 · 06-05
港股持续走低 恒指收跌1.15% 中芯国际(00981)跌7.18%
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公司概况
公司名称：
中芯国际集成电路制造有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2020-07-16
主营业务：
中芯国际集成电路制造有限公司的主营业务是基于多种技术节点和技术平台的集成电路晶圆代工业务，并提供设计服务与IP支持、光掩模制造等配套服务。公司的主要产品是集成电路晶圆代工、设计服务与IP支持、光掩模制造。公司累计获得授权专利共14,511件，其中发明专利12,621件。此外，公司还拥有集成电路布图设计权94件。
发行价格：
27.46
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环比增长3.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2642250084","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642250084?lang=zh_cn&edition=full","pubTime":"2026-06-12 15:17","pubTimestamp":1781248645,"startTime":"0","endTime":"0","summary":"尽管仍受智能手机生产淡季影响，但淡季因素基本与供应链提前拉货所相抵，整体营运表现淡季不淡，一季度全球前十大晶圆代工产值环比增长3.7%至479.5亿美元，再创新高。TrendForce集邦咨询预估，全球前十大晶圆代工二季度产值将再创高峰，且季增幅较前季明显加速。PSMC(力积电)一季度因应存储器涨价效应延续，晶圆代工营收季增4.4%至近3.9亿美元，市占0.8%排行第十。","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":"http://www.zhitongcaijing.com/content/detail/1453635.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2357125470.USD","BK1610","LU0345770308.USD","LU1934455277.USD","LU0823421333.USD","IE0004086264.USD","LU2750360641.GBP","LU2211814178.USD","LU0158827948.USD","LU0541502299.USD","LU2491050154.USD","BK4141","LU1989764748.USD","LU2471134952.CNY","BK4526","LU0965509101.SGD","LU2750360997.AUD","LU0572939691.SGD","LU1211504680.USD","BK1614","LU0689626769.HKD","BK1163","LU0353189763.USD","LU2458330243.SGD","LU2089284900.SGD","TSMZ","LU2250418816.HKD","TSMG","LU1508157978.USD","LU2663582299.SGD","LU0823421416.USD","LU1037948541.HKD","LU0124676726.USD","LU0878005551.USD","LU2237443549.SGD","LU2023250504.SGD","LU1934455863.HKD","LU2054465674.USD","LU2211815571.USD","LU0143863198.USD","BK4591","688249","LU2028103732.USD","IE0004445239.USD","LU2247934214.USD","LU0323591593.USD","SG9999000418.SGD","TSM","UMC","BK4534","LU1989772840.SGD","BK4527","BK4533","LU2471134879.HKD","LU2506951792.HKD","SG9999004220.SGD","IE00BQXX3C00.GBP","LU0264606111.USD","LU0238689110.USD","IE00BKPKM429.USD","BK4543","03145","LU0109392836.USD","LU0878004406.USD","LU2458330169.SGD","LU2294711713.HKD","LU0316494557.USD","BK4612","BK1607","LU0082616367.USD","LU0882747503.HKD","LU2491049909.HKD","LU1282649810.SGD","LU0965509010.AUD","LU0345770993.USD","LU1868837565.USD","LU2237443382.USD","BK4532","IE00BYQQ9H92.USD","LU0094547139.USD","LU1868837722.USD","LU1868838027.USD","LU2491050071.SGD","BK4505","BK4554","LU0488056044.USD","LU0642271901.SGD","LU2089283258.USD","BK4585","LU2360032135.SGD","BK4581","IE00B3M56506.USD","688981","BK4512","LU0889565833.HKD","LU1974910355.USD","LU2023251221.USD","LU2092937221.SGD","LU2543165471.USD","IE00BD6J9T35.USD","IE00BQXX3D17.EUR","LU0359202008.SGD","LU0861579265.USD","LU2249611893.SGD","LU2471134796.USD","LU1989772923.USD","LU2133065610.SGD","LU1282649067.USD","BK4548","LU2471134523.USD","LU0572940350.SGD","LU0889566641.SGD","LU0348723411.USD","LU0965508806.USD","LU1712237335.SGD","IE0004091025.USD","BK4602","LU2271345857.HKD","LU0823414478.USD","LU0359201612.USD","LU2860962120.EUR","LU1934455194.USD","LU2106854487.HKD","LU2360108059.USD","IE00BQXX3F31.USD","00981","BK1526","LU0792757196.USD","STSM","LU2298321311.HKD","LU0056508442.USD","TSMY","LU2125154935.USD","SGXZ99366536.SGD","BK4550","BK4588","LU2041044095.USD","BK0214","LU1323610961.USD","LU0289960550.SGD","LU0353189680.USD","LU2237443622.USD","BK4605","LU1917777945.USD","LU0823414551.USD","IE00BHPRN162.USD","LU0158827781.USD","LU0719512351.SGD","LU2237443978.SGD","LU2125154778.USD","LU2111349929.HKD","LU1316542783.SGD","LU1623119135.USD","LU1852331112.SGD","LU0541501648.USD","SGXZ81514606.USD","IE00BZ199S13.USD","LU0143863784.USD","LU2087625088.SGD","TSMU","SGXZ51526630.SGD","BK4503","IE00BFXG0V08.USD","GFS","LU0965509283.SGD","LU2063271972.USD","LU1023057109.AUD","LU1037948897.HKD","LU0359201885.HKD","IE00B5TLWC47.USD","LU1803068979.SGD","LU1267930813.SGD","LU2360106780.USD","LU0175139822.USD","TSMX","LU0384037296.USD","LU0198837287.USD","LU1989764664.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642255516","title":"港股开盘 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09:29","pubTimestamp":1781227742,"startTime":"0","endTime":"0","summary":"恒生指数高开1.04%，恒生科技指数涨1.24%。半导体板块走强，澜起科技涨超6%，兆易创新涨近5%，华虹宏力涨超4%，中芯国际涨超3%。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20260612/20260612092914_15584.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260612/20260612092914_15584.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1453506.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":"highlight_zhitongcaijin","symbols":["03419","HHImain","03033","02833","LU0880133367.SGD","83115","513600","HSI","688347","LU1807302812.USD","688008","LU1008478684.HKD","SG9999006597.SGD","BK1610","03067","LU1993786604.SGD","07226","LU1152091754.HKD","LU0320764599.SGD","LU1152091168.USD","03032","02800","03423","00981","06809","07300","09115","03088","IE0034224299.USD","BK1607","82800","LU1960683339.HKD","BK1589","HSTECH","01347","09067","03037","02837","BK1614","03417","09088","BK1526","BK1163","MCHmain","LU0052750758.USD","LU0067412154.USD","03115","LU0708995583.HKD","688981","07200","07500","07552"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642442713","title":"6月10日中芯国际现463.11万元大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2642442713","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642442713?lang=zh_cn&edition=full","pubTime":"2026-06-10 17:43","pubTimestamp":1781084599,"startTime":"0","endTime":"0","summary":"证券之星消息，6月10日中芯国际发生大宗交易，交易数据如下：大宗交易成交价格115元，相对当日收盘价折价8.25%，成交4.03万股，成交金额463.11万元，买方营业部为华福证券股份有限公司福州五一北路证券营业部，卖方营业部为华西证券股份有限公司福州分公司。近三个月该股共发生5笔大宗交易，合计成交2.37万手，折价成交3笔。截至2026年6月10日收盘，中芯国际报收于125.34元，下跌1.54%，换手率3.35%，成交量66.91万手，成交额85.11亿元。","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://stock.stockstar.com/RB2026061000031498.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ81163826.USD","BK0214","00981","SGXZ49509284.SGD","LU1064130708.USD","LU1064131003.USD","688981","LU2148510915.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642442369","title":"美股盘前：三大股指期货集体飘绿，芯片股全线下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2642442369","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642442369?lang=zh_cn&edition=full","pubTime":"2026-06-10 17:24","pubTimestamp":1781083440,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 6月10日美股盘前，三大股指期货集体下跌，截至17：06，道指期货跌0.63%，标普500指数期货跌0.71%，纳指期货跌幅达1.11%。 港股方面，今日收盘恒生指数跌0.64%，恒生科技指数跌0.94%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/marketresearch/2026-06-10/doc-iniaxkrn5913401.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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科指跌0.38% 黄金股低迷 芯片股回调","url":"https://stock-news.laohu8.com/highlight/detail?id=2642419550","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642419550?lang=zh_cn&edition=full","pubTime":"2026-06-10 09:20","pubTimestamp":1781054400,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 美股周二个别发展，资金回流传统股份，科技股表现受压，三大指数收市升跌不一。美元轻微偏软，美国十年期债息回落至4.52厘水平，金价继续向下，油价亦反复受压。\n 今日港股三大指数集体低开，恒指开盘跌0.5%，报24442.52点，恒科指跌0.38%，国企指数跌0.35%。盘面上，科网股涨跌不一，网易、百度、快手涨超1%，联想跌超2%，京东跌超1%；黄金股低开，紫金黄金国际跌超3%；光通信板块回调，长飞光纤光缆跌超2%；芯片股低迷，中芯国际跌超1%。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郝欣煜","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"891af32a1eeea07164010ec7353ceace","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-06-10/doc-iniawpmw6052117.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":["BK1614","HSI","HHImain","BK1607","83115","513600","07200","BK1526","09115","02833","03037","07500","03419","HSTECH","02800","82800","03115","00981","BK1163","BK1610","688981","07300","MCHmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642445276","title":"芯片、PCB、AI PC三箭齐发！聚焦港股硬科技的港股通信息技术ETF华宝（159131）放量涨近6%一举收复所有均线","url":"https://stock-news.laohu8.com/highlight/detail?id=2642445276","media":"新浪基金","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642445276?lang=zh_cn&edition=full","pubTime":"2026-06-09 14:47","pubTimestamp":1780987620,"startTime":"0","endTime":"0","summary":"6月9日午后，芯片半导体、PCB、AI PC齐发力，带动港股硬科技板块强势上行，港股通信息C指数大涨逾4%，持续碾压恒生科技。PCB巨头建滔集团涨超22%，晶圆代工巨头中芯国际涨超5%，AI PC概念股联想集团涨超4%。同类规模最大、流动性最强*的港股通信息技术ETF华宝午后震荡走强，现涨5.87%一举收复5日、10日、20日均线，实时成交额超20亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"891af32a1eeea07164010ec7353ceace","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2026-06-09/doc-iniauvas6483448.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["HK0000320223.HKD","LU0052750758.USD","IE0032431581.USD","LU0052756011.USD","00981","00188","LU0708995583.HKD","LU1046422090.SGD","BK1610","BK1163","BK1147","80992","LU0572940350.SGD","LU2242644610.SGD","LU0572939691.SGD","BK1614","HK0000306701.USD","IE00B0JY6N72.USD","BK1193","HK0000320264.USD","LU0049112450.USD","BK1607","HK0000306685.HKD","688347","LU1366334651.USD","LU0264606111.USD","LU1267930227.SGD","LU0128525689.USD","688981","LNVGY","01347","SG9999006597.SGD","LU0310800965.SGD","BK1589","LU0791591158.USD","159131","BK1526","LU0320764599.SGD","LU0791590937.USD","LU1235295612.USD","LU1366334578.USD","00992","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642522244","title":"机器人概念持续走高 埃斯顿(02715)涨5.78% 物理AI赛道获黄仁勋与孙正义持续看好","url":"https://stock-news.laohu8.com/highlight/detail?id=2642522244","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642522244?lang=zh_cn&edition=full","pubTime":"2026-06-09 14:20","pubTimestamp":1780986039,"startTime":"0","endTime":"0","summary":"金吾财讯 | 机器人概念持续走高，诺比侃 涨9.38%，埃斯顿涨5.78%，中芯国际涨5.10%，范式智能涨4.93%，凯乐士科技涨4.77%，华虹宏力涨4.45%，乐动机器人涨2.55%。消息面上，黄仁勋与孙正义持续看好物理 AI 赛道。黄仁勋 6 月 7 日在首尔指出，物理 AI 与机器人将深度赋能工业及半导体制造；孙正义表态物理 AI 与机器人是下一个万亿赛道，将催生万亿市值企业。特斯拉弗里蒙特工厂完成产线改造，Optimus V3 预计 6 月亮相，7—8 月投产，规划年产能百万台。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983391","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250504.SGD","LU2028103732.USD","SG9999002232.USD","LU0210536198.USD","NVDS.UK","688347","LU2125909759.SGD","LU2420271590.USD","TSYY","IE00B3M56506.USD","LU0158827781.USD","LU2602419157.SGD","LU2168564222.USD","LU1366333091.USD","LU0494093205.USD","LU0642271901.SGD","SG9999015952.SGD","LU0889565833.HKD","LU1035775433.USD","LU1951198990.SGD","LU0820561818.USD","IE00BN29S564.USD","LU0320764599.SGD","HK0000819398.USD","IE00BK4W5L77.USD","LU0820561909.HKD","LU2247934214.USD","LU2023251221.USD","SGXZ99366536.SGD","BK1589","LU0345768740.USD","LU2471134796.USD","LU2456880835.USD","LU2357305700.SGD","LU0823414551.USD","LU3102509885.SGD","LU2552382215.SGD","LU0053666078.USD","LU0276348264.USD","BK4550","LU0210533765.USD","BK1179","BK4099","LU1400636657.SGD","LU0061474705.USD","IE00B775H168.HKD","LU1718418525.SGD","LU0203201768.USD","LU2125154935.USD","LU1934455863.HKD","BK4549","LU0708995401.HKD","SG9999014567.USD","IE0009356076.USD","LU2462591350.SGD","BK4503","LU1551013342.USD","SG9999006597.SGD","LU0353189680.USD","BK4612","LU0354030511.USD","BK4551","LU1316542783.SGD","LU1861559042.SGD","LU2249611893.SGD","LU0187121727.USD","LU0868494617.USD","LU1935043023.USD","BK4543","IE00B775SV38.USD","BK4534","LU1066051811.HKD","LU0128525929.USD","LU0823414478.USD","LU2750360997.AUD","LU0198837287.USD","LU1868837300.USD","BK4529","LU1923622614.USD","IE000W1ABFV2.USD","DIPS","LU2433249047.HKD","LU1645745479.HKD","TSLZ","LU2168564065.EUR","NVDS","LU2092627202.USD","LU2242650005.HKD","LU0965508806.USD","LU2931357623.SGD","BK0214","IE00B4YYXB79.USD","LU2462157665.USD","LU0109391861.USD","3NVD.UK","LU1244550221.USD","LU0353189763.USD","LU0390134368.USD","LU0466842654.USD","BK4527","LU0289960550.SGD","TLA","SG9999018865.SGD","LU1989764748.USD","LU0724617625.USD","01236","IE0004086264.USD","LU0323240290.USD","LU1988902786.USD","BK4141","LU0308772762.SGD","LU2756315318.SGD","IE00B19Z8W00.USD","LU2089985449.USD","NVDG","LU0882574139.USD","LU1720051017.SGD","BK4554","LU0174119429.USD","SGXZ51526630.SGD","IE00B7KXQ091.USD","LU0323591593.USD","LU2458330169.SGD","LU1244550494.USD","LU1778281490.HKD","TEST","IE00B5949003.HKD","LU1974910355.USD","NVD","LU2552382058.USD","LU1861215975.USD","LU2237957902.USD","NVDX","TSLG","BK1610","LU0640476718.USD","LU1814569148.SGD","SG9999015358.SGD","BK1607","LU2360107168.USD","07766","LU0203202063.USD","LU2294711713.HKD","IE0034224299.USD","LU1084165304.USD","LU2065171402.SGD","LU2272731782.SGD","LU1267930490.SGD","NVYY","SG9999018857.SGD","LU2360032135.SGD","NVDU","LU0127658192.USD","LU1116320737.USD","002729","LU0157215616.USD","LU0444971666.USD","LU0265550946.USD","IE00B3SWFQ91.USD","LU1923623000.USD","LU1861127337.USD","LU0048584097.USD","BK4555","TSLS","LU2403377893.USD","LU1323610961.USD","IE00BJJMRY28.SGD","LU0234570918.USD","LU1267930730.SGD","LU0788109477.HKD","LU0154236417.USD","ANV","LU0238689110.USD","IE00BZ199S13.USD","BK4598","LU2286300806.USD","LU0096364046.USD","TSL","LU0417517546.SGD","LU2106854487.HKD","LU2506951792.HKD","SNVD.UK","LU1674673691.USD","LU0348723411.USD","LU0011850046.USD","LU2505996681.GBP","NVDQ","LU0557290698.USD","LU2381873111.SGD","LU0006306889.USD","LU1934455277.USD","LU2271345857.HKD","LU2543165471.USD","SG9999015986.USD","NVII","LU2168564495.EUR","LU0097036916.USD","LU1674673428.USD","IE00B3S45H60.SGD","LU2272731865.HKD","LU2413666426.HKD","LU2430703095.HKD","LU2491049909.HKD","LU1934455194.USD","LU1261432733.SGD","HK0000532082.HKD","SG9999014898.SGD","LU1069344957.HKD","LU1435385759.SGD","LU0096362180.USD","LU1116320901.HKD","HK0000304805.HKD","SG9999014914.USD","LU1935042991.SGD","LU0719512351.SGD","LU1852331112.SGD","NVDW","LU0289961442.SGD","LU2290526834.HKD","LU0345770308.USD","CRSH","LU2087625088.SGD","LU2463028550.USD","LU0143551892.USD","09366","IE00BDCRKT87.USD","LU0052750758.USD","LU2236285917.USD","LU2054465674.USD","LU2265009873.SGD","LU2077746001.SGD","LU0080751232.USD","NVD2.UK","IE0004445239.USD","NVDO","IE00BKVL7J92.USD","LU1153585028.USD","LU0979878070.USD","LU1914381329.SGD","LU1670756490.USD","LU1992135472.HKD","LU2237438978.USD","IE00BZ1G4Q59.USD","LU2750360641.GBP","LU1429558221.USD","LU2065169927.USD","TESL","HK0000306701.USD","LU0251132253.USD","LU2471134879.HKD","LU0061474960.USD","LU1571399168.USD","LU0265550359.USD","LU0070217475.USD","NVIW.SI","LU1951200564.SGD","LU2065171311.SGD","LU1712237335.SGD","BK4532","IE000YTNTUN2.SGD","LU1821325948.USD","01347","TSLR","LU2047632596.USD","IE00BYXW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之后大幅跑赢大盘。该机构统计主要海外CSP资本开支预计在2026年同比继续上升90%。该机构将AI高景气度的判断推延12个月，认为高景气度至少持续到2027年底。该机构认为AI行情预计继续，但提醒投资者估值回调风险。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983318","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":null,"symbols":["LU2471134952.CNY","LU1992135472.HKD","LU0323591593.USD","LU0708995401.HKD","IE00BQXX3D17.EUR","LU1069344957.HKD","LU0689472784.USD","IE00BYXW3230.USD","LU0109391861.USD","LU1366192091.USD","SG9999014898.SGD","SG9999018857.SGD","LU1803068979.SGD","LU0354030438.USD","LU1934455863.HKD","LU2505996509.AUD","BK4605","LU2247934214.USD","LU0528227936.USD","IE0005OL40V9.USD","IE0001KFT4U8.USD","LU0158827948.USD","IE00BMPRXN33.USD","IE00B4YYXB79.USD","LU1429558221.USD","LU1778281490.HKD","IE00BZ199S13.USD","LU0861579265.USD","NVDG","LU0096364046.USD","LU2360032135.SGD","LU2637965513.SGD","LU2236285917.USD","LU0143551892.USD","LU0494093205.USD","LU0011850046.USD","LU0096362180.USD","LU0061474705.USD","LU2063271972.USD","LU0672654240.SGD","BK4551","LU1691799644.USD","LU1852331112.SGD","LU2242650005.HKD","LU0823421416.USD","SG9999001424.SGD","BK1607","SNVD.UK","LU2023250504.SGD","LU1720051108.HKD","LU0708994859.HKD","LU0964807845.USD","LU2272731600.USD","SG9999014567.USD","GB00BDT5M118.USD","LU0265550359.USD","LU1674673691.USD","LU1989764664.SGD","LU1551013342.USD","LU0061475181.USD","LU0310799852.SGD","LU2244417387.USD","LU2148611432.USD","IE00BKDWB100.SGD","LU0251132253.USD","LU1037948897.HKD","LU0061474960.USD","LU0094547139.USD","LU0390134368.USD","IE00BZ1G4Q59.USD","LU1721428933.USD","SG9999004303.SGD","LU1720051017.SGD","IE00BK4W5M84.HKD","BK4141","LU0072462426.USD","IE00B19Z9505.USD","LU2125154778.USD","LU1244550577.SGD","IE00BN29S564.USD","IE0004086264.USD","LU0053666078.USD","LU0345770993.USD","LU2471134796.USD","LU0683600562.USD","LU2746668461.USD","LU0154236417.USD","HK0000320223.HKD","LU2237438978.USD","BK4612","LU2089283258.USD","IE00BDCRKT87.USD","HK0000914660.USD","LU0985320562.USD","IE0034235188.USD","LU0466842654.USD","LU2592432038.USD","LU1674673428.USD","SG9999014914.USD","BK4614","HK0000532082.HKD","LU0265550946.USD","LU1400636491.USD","LU0127658192.USD","BK4587","LU2756315664.SGD","LU1934455194.USD","LU1935043536.SGD","BK4532","LU2403377893.USD","LU0256863902.USD","LU2462591350.SGD","LU2506951792.HKD","IE00BMPRXR70.SGD","LU2249611893.SGD","IE0003U64NQ7.SGD","LU1066051811.HKD","LU2326559502.SGD","BK4533","LU0289739343.SGD","LU1821325948.USD","IE00B775H168.HKD","LU2097344357.USD","LU0225283273.USD","IE00BJLML261.HKD","LU1868837300.USD","BK4548","LU0006306889.USD","LU0323240290.USD","LU1951198990.SGD","LU1923622291.USD","DIPS","LU1868837136.USD","LU2491050071.SGD","LU0080751232.USD","LU0057025933.USD","LU1145028129.USD","HK0000304797.USD","LU2242649171.HKD","LU0082616367.USD","LU0345770308.USD","BK4503","LU1623119135.USD","LU2125909759.SGD","IE00B7KXQ091.USD","LU0234572021.USD","LU0965509010.AUD","LU0070217475.USD","LU2023251221.USD","LU2087621335.USD","LU0511384066.AUD","LU0823414551.USD","LU2860962120.EUR","LU3102509885.SGD","HK0000306701.USD","LU1232071149.USD","LU0444973449.USD","LU2028103732.USD","IE00BJTD4V19.USD","BK4543","LU2458330169.SGD","BK4529","LU2360106780.USD","LU1935042991.SGD","IE00B3M56506.USD","LU0029864427.USD","BK4527","LU0187121727.USD","LU2473716301.USD","LU1242518931.SGD","IE00BDRTCR15.USD","LU2213496289.HKD","LU2125909593.SGD","LU0056508442.USD","07388","LU1116320737.USD","LU0238689110.USD","LU0689626769.HKD","IE00BFSS8Q28.SGD","LU1242518857.USD","LU0889565833.HKD","LU0211328371.USD","LU2750360641.GBP","LU2168564149.EUR","LU2125154935.USD","LU2065171402.SGD","LU0820561818.USD","BK4592","SGXZ81514606.USD","LU2322448957.HKD","LU0203202063.USD","3NVD.UK","LU0234570918.USD","LU0124676726.USD","LU1951200564.SGD","IE0034235303.USD","LU2168564065.EUR","BK1147","LU1366333091.USD","LU1496350171.SGD","IE00B4JS1V06.HKD","LU2322448791.USD","LU2413666426.HKD","LU1791710400.SGD","LU2746668974.SGD","HK0000914686.HKD","LU2286300806.USD","LU2097344431.USD","LU2896262040.SGD","LU2054465674.USD","07788","LU2065171311.SGD","LU1202635105.USD","IE00B5949003.HKD","LU0210533765.USD","LU0345769631.USD","LU2125909247.SGD","LU0316494557.USD","LU1037948541.HKD","ANV","LU0642271901.SGD","IE00BKVL7J92.USD","IE00BK4W5L77.USD","LU2357305700.SGD","LU2290526834.HKD","IE00BD6J9T35.USD","LU1400636657.SGD","NVYY","LU2360107168.USD","LU1066051498.USD","NVDO","LU0820562030.AUD","LU1815336760.USD","LU1267930730.SGD","IE00BKPKM429.USD","LU2462591277.SGD","LU0957791311.USD","NVDW","LU1718418525.SGD","IE0009G5SDU7.USD","LU0256863811.USD","LU2108987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17:21","pubTimestamp":1780910477,"startTime":"0","endTime":"0","summary":"是否可以进AI玩具方向使用？目前公司对芯中芯持股比例为37.77%，是公司在消费电子及AI端侧领域的重要战略布局。自投资至今，芯中芯新开辟了AI产品线，相继推出AI玩具、AI眼镜、AI智能监控系统等多种产品，并持续进行更新迭代。目前，公司也在AI主芯片上进行投资布局，未来公司将成为AI芯片+AI模组及整体解决方案的提供商。","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://stock.stockstar.com/RB2026060800023397.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":["688653","BK0214","LU2148510915.USD","SGXZ81163826.USD","SGXZ49509284.SGD","LU1064131003.USD","688981","LU1064130708.USD","159819"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641317798","title":"半导体板块深度回调 芯智控股(02166)跌7.09% 桥水创始人料AI赛道已经显现泡沫特征","url":"https://stock-news.laohu8.com/highlight/detail?id=2641317798","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641317798?lang=zh_cn&edition=full","pubTime":"2026-06-08 09:53","pubTimestamp":1780883582,"startTime":"0","endTime":"0","summary":"桥水基金创始人瑞达利欧认为当前人工智能赛道已经显现泡沫特征，该泡沫后续终将迎来破裂。英伟达高管则持有不同看法，认为布局 AI 领域的投资者有望收获高额回报，双方观点形成明显分歧。达利欧指出，泡沫破裂往往发生在投资进入回报兑现阶段，当前市场已开始聚焦 AI 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01:02","pubTimestamp":1780765334,"startTime":"0","endTime":"0","summary":"截至2026年6月5日收盘，中芯国际报收于127.4元，较上周的139.91元下跌8.94%。本周，中芯国际6月1日盘中最高价报140.8元。6月5日盘中最低价报126.7元。中芯国际当前最新总市值10209.19亿元，在半导体板块市值排名1/173，在两市A股市值排名13/5206。已发行H股数量由6,013,607,432股增至6,013,926,254股，增加318,822股，系因员工行使购股权所致。科创板上市的人民币普通股数量维持1,999,562,549股不变。确认公众持股量符合上市规则要求。","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://stock.stockstar.com/RB2026060700000018.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688981","LU1064131003.USD","SGXZ49509284.SGD","00981","BK0214","LU1064130708.USD","LU2148510915.USD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641599149","title":"未来智造局｜A股半导体公司超230家 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