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SMH 半导体指数ETF-HOLDRs
盘后交易 01-06 16:15:07 EST
387.62
+10.03
+2.66%
盘后
387.50
-0.12
-0.03%
16:13 EST
最高
389.37
最低
382.14
成交量
983.05万
今开
382.40
昨收
377.59
日振幅
1.91%
总市值
401.54亿
流通市值
401.54亿
总股本
1.04亿
成交额
38.01亿
换手率
9.49%
流通股本
1.04亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
美股异动 | 半导体设备与材料概念股上涨 应用材料(AMAT.US)、阿斯麦(ASML.US)齐创历史新高
智通财经 · 01-06 23:45
美股异动 | 半导体设备与材料概念股上涨 应用材料(AMAT.US)、阿斯麦(ASML.US)齐创历史新高
中银国际：看好下游快速发展、先进技术迭代以及国产替代带来的材料需求增长
智通财经 · 01-06 10:35
中银国际：看好下游快速发展、先进技术迭代以及国产替代带来的材料需求增长
蔚来与奇瑞、江汽、龙迅半导体签约合作
人民财讯 · 01-06 10:31
蔚来与奇瑞、江汽、龙迅半导体签约合作
港股半导体板块走强 华虹半导体涨5%
南方财经网 · 01-06 10:02
港股半导体板块走强 华虹半导体涨5%
费城半导体指数升幅扩至2.16% 半导体概念普升 Nova升8.63%
金吾财讯 · 01-05 23:41
费城半导体指数升幅扩至2.16% 半导体概念普升 Nova升8.63%
美股开盘 | 三大指数集体高开！半导体板块表现强势，石油股集体走强
老虎资讯综合 · 01-05 22:30
美股开盘 | 三大指数集体高开！半导体板块表现强势，石油股集体走强
北方华创：半导体设备国产化加速，预测全年营业收入467.93~520.20亿元
朝阳永续 · 01-05 19:07
北方华创：半导体设备国产化加速，预测全年营业收入467.93~520.20亿元
美股半导体股延续强势
南方财经网 · 01-05 17:24
美股半导体股延续强势
刚刚，暴涨超1600点！全线大涨，席卷亚太！
券商中国 · 01-05 15:39
刚刚，暴涨超1600点！全线大涨，席卷亚太！
喆塔科技入选2025“未来力量”AI应用创新榜 以AI驱动半导体制造智能化升级
中金财经 · 01-05 14:50
喆塔科技入选2025“未来力量”AI应用创新榜 以AI驱动半导体制造智能化升级
中信建投：推荐人形机器人以及半导体设备板块 看好机械设备内外销继续共振向上
智通财经 · 01-05 14:15
中信建投：推荐人形机器人以及半导体设备板块 看好机械设备内外销继续共振向上
国金证券：2026年AI算力需求有望持续强劲 看好AI覆铜板/PCB及核心算力硬件、半导体设备等
智通财经 · 01-05 07:37
国金证券：2026年AI算力需求有望持续强劲 看好AI覆铜板/PCB及核心算力硬件、半导体设备等
智通港股早知道 | 半导体板块受益于产业链涨价潮 黄仁勋将在1月6日凌晨举行主题演讲
智通财经 · 01-05 07:03
智通港股早知道 | 半导体板块受益于产业链涨价潮 黄仁勋将在1月6日凌晨举行主题演讲
研报掘金丨华源证券：首予迈为股份“买入”评级，半导体设备有望快速放量
中金财经 · 01-04 15:57
研报掘金丨华源证券：首予迈为股份“买入”评级，半导体设备有望快速放量
低压氮化镓企业全景梳理
充电头网 · 01-04 11:28
低压氮化镓企业全景梳理
广东半导体材料企业中图科技科创板IPO，年入11亿，供货苹果三星
DoNews · 01-04 11:15
广东半导体材料企业中图科技科创板IPO，年入11亿，供货苹果三星
电子行业研究：掘金AI硬件浪潮：聚焦算力基础、国产突破与存储大周期
国金证券 · 01-04 10:06
电子行业研究：掘金AI硬件浪潮：聚焦算力基础、国产突破与存储大周期
中国大芯片赛道，又跑出一个赢家
半导体行业观察 · 01-04 09:45
中国大芯片赛道，又跑出一个赢家
【半导体】英伟达封死了ASIC的后路？
人工智能产业链... · 01-04 08:00
【半导体】英伟达封死了ASIC的后路？
千亿半导体龙头，宣布重要收购！下周一复牌
中国基金报 · 01-03
千亿半导体龙头，宣布重要收购！下周一复牌
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公司概况
公司名称：
半导体指数ETF-HOLDRs
所属市场：
NASDAQ
上市日期：
--
主营业务：
本基金追踪MVIS美国半导体指数(MVIS US Listed Semiconductor 25 Index)，投资的标的以半导体产业为主。 风险提示：标的成分和权重，有可能随着时间的迁移而发生变化。
发行价格：
--
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23:45","pubTimestamp":1767714329,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周二，半导体设备与材料概念涨势不止，截至发稿，艾马克技术(AMKR.US)涨超6%，此前一度涨超6%；泛林集团(LRCX.US)涨超4.7%，应用材料(AMAT.US)涨3%，阿斯麦(ASML.US)涨超1%，同时创历史新高。","market":"fut","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/1389565.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1734074674.USD","LU0011850046.USD","LU0354030511.USD","BK4518","BK4588","BK4534","LU1823568750.SGD","LU1917777945.USD","LU0823434583.USD","IE00B5949003.HKD","LU1069344957.HKD","LU2028103732.USD","LU0792757196.USD","LU1046421795.USD","LU0079474960.USD","LU0868494708.USD","LU0097036916.USD","LU2089283258.USD","LU1815333072.USD","LU0444973449.USD","BK4567","BK4543","LU1989763005.USD","IE00BQXX3F31.USD","IE0009356076.USD","LU1989773731.SGD","SG9999002224.SGD","IE00BQXX3D17.EUR","BK4516","SMH","IE0004445239.USD","LU1815336760.USD","LU1267930813.SGD","LU0444971666.USD","GB00BDT5M118.USD","04336","LU1035775433.USD","LU2931357623.SGD","ASML","LU0345774391.USD","LU2023251221.USD","LU2271345857.HKD","LU0348723411.USD","LU1778281490.HKD","LU0476273544.USD","LU1153585028.USD","BK4585","LU2089284900.SGD","LU0942090050.USD","LU0109392836.USD","BK4519","LU0096362180.USD","LU0081259029.USD","03165","IE00BSNM7G36.USD","LU1642822529.SGD","LU2106854487.HKD","LU0957791311.USD","AMAT","IE00BQXX3C00.GBP","LU0889566641.SGD","LU2089985449.USD","SG9999001424.SGD","LU0061474960.USD","LU0823434740.USD","LU0868494617.USD","BK4533","LU0354030438.USD","IE00BD6J9T35.USD","LU2023250843.SGD","SG9999002232.USD","LU2111349929.HKD","AMKR","SOXX","LU2458330243.SGD","LU1674673428.USD","LU0957808578.USD","LU0345774631.USD","LU1974910355.USD","LU0158827781.USD","LRCX","LU1674673691.USD","LU2063271972.USD","LU2458330169.SGD","BK4147","LU0238689110.USD","LU0274383776.USD","LU2023250504.SGD","LU1803068979.SGD","LU0158827948.USD"],"gpt_icon":0},{"id":"2601852072","title":"中银国际：看好下游快速发展、先进技术迭代以及国产替代带来的材料需求增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2601852072","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601852072?lang=zh_cn&edition=full","pubTime":"2026-01-06 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10:02","pubTimestamp":1767664976,"startTime":"0","endTime":"0","summary":"南方财经1月6日电，截至发稿，华虹半导体(01347.HK)涨5%，芯智控股(02166.HK)涨5%，中芯国际(00981.HK)涨2%。","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://finance.eastmoney.com/a/202601063609875645.html","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":"stock_eastmoney","symbols":["BK1614","SOXX","SMH","LU0052750758.USD","SG9999006597.SGD","BK4585","LU0320764599.SGD","02166","688347","LU0708995583.HKD","BK1589","BK1163","688981","01347","BK1607","IE0034224299.USD","BK4588"],"gpt_icon":0},{"id":"2601338198","title":"费城半导体指数升幅扩至2.16% 半导体概念普升 Nova升8.63%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601338198","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601338198?lang=zh_cn&edition=full","pubTime":"2026-01-05 23:41","pubTimestamp":1767627716,"startTime":"0","endTime":"0","summary":"金吾财讯 | 费城半导体指数升幅扩至2.16%，半导体概念股普升，Nova升8.63%，科磊升6.46%，泛林集团升5.9%，应用材料升5.9%，安森美半导体升5.5%，Arm升5.27%，台积电、高通、英特尔升2%，英伟达升0.5%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295966","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":null,"symbols":["LU2250418816.HKD","LU2750360997.AUD","LU0965509010.AUD","LU0868494617.USD","BK4526","BK4515","BK4573","BK4141","LU0321505868.SGD","LU0359202008.SGD","LU1261432733.SGD","IE0004086264.USD","LU2360032135.SGD","IE00BHPRN162.USD","LU1267930813.SGD","LU2750360641.GBP","LU2931357623.SGD","LU2360106780.USD","LU0823421333.USD","LU0264606111.USD","LU1974910355.USD","BK4505","LU0321505439.SGD","LU0011850046.USD","LU2471134952.CNY","IE00BN29S564.USD","BK4602","LU0823414551.USD","BK4561","IE00B3M56506.USD","LU1508157978.USD","LU0823434583.USD","LU0348723411.USD","LU1815336760.USD","LU0124384867.USD","IE00BJJMRY28.SGD","LU1861214812.USD","BK4551","BK4591","LU0488056044.USD","LU1823568750.SGD","IE00BQXX3D17.EUR","LU0359201612.USD","LU0823434740.USD","LU2211815571.USD","LU2458330169.SGD","LU2860962120.EUR","LU1244550494.USD","LU0889565833.HKD","LU1670628061.USD","LU1037948897.HKD","LU0187121727.USD","LU1923623000.USD","IE00BJJMRX11.SGD","LU2023251221.USD","IE00BZ199S13.USD","LU2543165471.USD","LU2271345857.HKD","LU1023057109.AUD","LU1778281490.HKD","GB00BDT5M118.USD","LU1069344957.HKD","SOX","BK4550","03145","BK4605","LU2054465674.USD","LU0957808578.USD","IE00BQXX3C00.GBP","LU0354030511.USD","LU0109392836.USD","LU1852331112.SGD","LU2491050154.USD","BK4567","BK4533","IE00BSNM7G36.USD","SG9999002224.SGD","LU1211504680.USD","BK4529","LU0878004406.USD","LU2360107325.USD","BK4516","IE00BGHQDM52.EUR","LU1934455277.USD","LU2237438978.USD","LU2247934214.USD","BK4588","LU0353189763.USD","BK4147","LU0158827781.USD","IE00BYQQ9H92.USD","IE00BD6J9T35.USD","BK4527","LU1815333072.USD","BK4581","LU2125154778.USD","LU0965509283.SGD","LU1037948541.HKD","IE00BMPRXN33.USD","LU1861215975.USD","IE00BFSS8Q28.SGD","LU2357305700.SGD","LU2458330243.SGD","SG9999015986.USD","IE0004445239.USD","LU0384037296.USD","IE0005OL40V9.USD","SG9999002232.USD","LU0157215616.USD","SGXZ99366536.SGD","BK4518","LU1035775433.USD","IE00B5949003.HKD","LU1720051017.SGD","SOXX","LU2290526834.HKD","LU0861579265.USD","LU2089283258.USD","LU2089284900.SGD","IE00BQXX3F31.USD","LU1119994496.HKD","LU2028103732.USD","LU1623119135.USD","LU2211814178.USD","LU2237443549.SGD","BK4585","LU0274383776.USD","LU0823414478.USD","LU1861219969.SGD","SG9999000418.SGD","LU0444971666.USD","IE00BFXG0V08.USD","LU1854103824.USD","LU0097036916.USD","IE0008368304.USD","LU1282649067.USD","LU2360108059.USD","BK4519","LU2023250504.SGD","LU2023250843.SGD","SG9999001424.SGD","BK4579","LU1035773651.USD","LU0476273544.USD","LU0719512351.SGD","LU0572939691.SGD","BK4604","LU1548497426.USD","LU1674673428.USD","LU1803068979.SGD","LU2133065610.SGD","LU0314104364.USD","SG9999015952.SGD","BK4575","LU1868837565.USD","IE00BMPRXQ63.HKD","SG9999015945.SGD","BK4609","LU0942090050.USD","LU1153585028.USD","SG9999004220.SGD","LU2111349929.HKD","BK4548","LU2294711713.HKD","LU0081259029.USD","LU1951198990.SGD","LU1084165304.USD","LU2237443978.SGD","LU2491050071.SGD","LU1861220033.SGD","LU2298322129.HKD","LU0278937759.USD","LU1989773731.SGD","LU0353189680.USD","LU0882747503.HKD","LU1282649810.SGD","BK4534","LU0889566641.SGD","LU1046421795.USD","LU1854104046.USD","LU1951200564.SGD","LU2041044095.USD","LU0143863198.USD","LU0082616367.USD","LU1868838027.USD","LU1934455194.USD","LU1934455863.HKD","IE00BKPKM429.USD","IE00B5TLWC47.USD","LU2471134796.USD","LU2506951792.HKD","IE0004091025.USD","LU1989764664.SGD","LU0689626769.HKD","LU1316542783.SGD","LU0572940350.SGD","LU1989763005.USD","SMH","LU0868494708.USD","BK4532","LU0061474960.USD","LU2237443622.USD","LU0957791311.USD","LU2244417387.USD","LU0238689110.USD","LU0096362180.USD","LU0541502299.USD","LU1720051108.HKD","BK4535","IE0009356076.USD","LU0354030438.USD","IE00B4JS1V06.HKD","LU0316494557.USD","IE00B775H168.HKD","IE00BVYPNP33.GBP","LU0792757196.USD","LU1712237335.SGD","LU2360107168.USD","IE00BMPRXR70.SGD","LU0198837287.USD","LU0289960550.SGD","LU1496350502.SGD","LU1244550221.USD","LU0823421416.USD","LU1235294995.USD","LU1366333091.USD","LU2663582299.SGD","IE00BVYPNQ40.USD","LU0094547139.USD","LU0642271901.SGD","SG9999015978.USD","IE00BFSS7M15.SGD","LU1989772840.SGD","LU0444973449.USD","LU2471134879.HKD","LU2357125470.USD","LU0061475181.USD","LU1670627923.USD","LU1989772923.USD","IE00B7KXQ091.USD","LU0079474960.USD","LU1642822529.SGD","LU1069347547.HKD","LU2491049909.HKD","LU0143863784.USD","LU0965508806.US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| 三大指数集体高开！半导体板块表现强势，石油股集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1190792296","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1190792296?lang=zh_cn&edition=full","pubTime":"2026-01-05 22:30","pubTimestamp":1767623430,"startTime":"0","endTime":"0","summary":"1月5日，美股三大指数集体高开，道琼斯指数涨0.26%，标普500指数涨0.61%，纳斯达克综合指数涨0.92%。半导体板块表现强势，美光科技涨超2%，台积电涨超3%，阿斯麦涨近5%，均创历史新高；石油股集体走强，哈里伯顿、斯伦贝谢涨超9%，雪佛龙涨近6%；委内瑞拉局势突变扰动油市预期。","market":"us","thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":[".SPX","159582","SOXL","BK4588","SMH",".DJI","SOXX",".IXIC","BK4585"],"gpt_icon":0},{"id":"2601885955","title":"北方华创：半导体设备国产化加速，预测全年营业收入467.93~520.20亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2601885955","media":"朝阳永续","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601885955?lang=zh_cn&edition=full","pubTime":"2026-01-05 19:07","pubTimestamp":1767611220,"startTime":"0","endTime":"0","summary":"截至2026年01月05日，根据朝阳永续季度业绩前瞻数据：预测公司全年营业收入467.93~520.20亿元；预测公司全年净利润77.52~107.91亿元。预计2025-2027年归母净利润分别为58.43亿、77.52亿和102.34亿元，同比增长4%、33%和32%。4) 热处理设备：公司已具备较强市场竞争力，25H1该业务收入10亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-01-05/doc-inhfhick6661986.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":"sina","symbols":["BK4588","SOXX","LU1655091616.SGD","LU1146622755.USD","SG9999001093.SGD","LU1064131003.USD","LU1961090484.USD","LU2289578879.USD","SGXZ81163826.USD","BK0188","LU1064130708.USD","LU1820825898.SGD","LU2399975544.HKD","LU2506952253.HKD","LU1328615791.USD","LU1969619763.USD","LU1720050803.USD","LU1997244956.HKD","SG9999003461.SGD","BK0125","BK0251","LU1255011170.USD","LU2148510915.USD","SMH","BK4585","002371","LU2495084118.USD","LU1794554557.SGD","LU0823437842.USD","LU2778985437.USD","LU1997245094.SGD","LU2328871848.SGD","LU2476274308.USD","BK0028","SGXZ49509284.SGD","LU1997245177.USD","LU1039395188.USD","LU2476274720.SGD"],"gpt_icon":0},{"id":"2601002385","title":"美股半导体股延续强势","url":"https://stock-news.laohu8.com/highlight/detail?id=2601002385","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601002385?lang=zh_cn&edition=full","pubTime":"2026-01-05 17:24","pubTimestamp":1767605058,"startTime":"0","endTime":"0","summary":"南方财经1月5日电，美股半导体股延续强势，台积电涨超3%，美光科技、阿斯麦涨超2%，上一交易日均创历史新高；明星科技股普涨，Palantir涨超4%，特斯拉涨近2%。","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://finance.eastmoney.com/a/202601053608892721.html","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":"stock_eastmoney","symbols":["SOXX","BK4585","SMH","BK4588","TSM"],"gpt_icon":0},{"id":"2601006437","title":"刚刚，暴涨超1600点！全线大涨，席卷亚太！","url":"https://stock-news.laohu8.com/highlight/detail?id=2601006437","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601006437?lang=zh_cn&edition=full","pubTime":"2026-01-05 15:39","pubTimestamp":1767598740,"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！ 亚太市场，集体沸腾！ 今日，亚太市场全线大涨，A股三大指数集体走高，截至下午收盘，沪指涨1.38%重回4000点，深成指涨2.24%，创业板涨2.85%。个股涨多跌少，沪深京三市超4100股飘红。 MSCI亚太地区（除日本）股指升至纪录高位，上涨超1%。日本、韩国股市大幅上涨，日经225指数盘中一度大涨超1600点；韩国综合指数大涨超3%，韩美半导体涨超15%，三星电子涨超7%。","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://finance.sina.com.cn/roll/2026-01-05/doc-inhffwpq6785824.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SMH","BK4086","BK4588","159982","LU0757428866.USD","LU1815336091.USD","SSD","LU0053671581.USD","SOXX","BK4585","DRAM","LU0274383776.USD"],"gpt_icon":1},{"id":"2601008004","title":"喆塔科技入选2025“未来力量”AI应用创新榜 以AI驱动半导体制造智能化升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2601008004","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601008004?lang=zh_cn&edition=full","pubTime":"2026-01-05 14:50","pubTimestamp":1767595806,"startTime":"0","endTime":"0","summary":"2025年12月31日，证券之星发布2025年“未来力量”领军企业榜单，喆塔科技凭借在半导体及泛半导体领域深度融合人工智能与工业软件的创新成果，成功入选“AI应用创新榜”，成为国产工业AI解决方案的标杆企业。尤为突出的是，喆塔科技始终坚持“AI+数据驱动”的方法论——以工业实际需求为导向，而非将通用AI简单套用于制造场景。此次荣登“AI应用创新榜”，是对喆塔科技以垂直行业深度理解与工业AI能力推动制造业智能化转型的高度认可。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202601/05/20260105529762.png","type":0,"news_type":0,"thumbnails":[" 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14:15","pubTimestamp":1767593739,"startTime":"0","endTime":"0","summary":"中信建投主要观点如下：人形机器人国产链条催化不断，底部建议聚焦优质环节。半导体设备本周长鑫科技IPO申请获受理，存储大周期启动，设备企业订单有望维持高增速。固态电池中期验收如期进行，技术方案进一步收敛，主机厂招标在即，看好锂电设备跨年行情。看好叉车内外需共振向上。","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/1388549.html","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":"stock_zhitongcaijing","symbols":["SMH","BK4588","159582","601066","BK0276","BK4585","SOXX"],"gpt_icon":1},{"id":"2601020481","title":"国金证券：2026年AI算力需求有望持续强劲 看好AI覆铜板/PCB及核心算力硬件、半导体设备等","url":"https://stock-news.laohu8.com/highlight/detail?id=2601020481","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601020481?lang=zh_cn&edition=full","pubTime":"2026-01-05 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