Tower半导体(TSEM)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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TSEM Tower半导体

休市中 10-30 16:00:00 EDT

166.48

-21.44

-11.41%

盘后167.30

+0.82+0.49%

19:59 EDT

最高175.23	最低160.36	成交量600.03万
今开171.22	昨收187.92	日振幅7.92%
总市值188.98亿	流通市值188.12亿	总股本1.14亿
成交额9.92亿	换手率5.31%	流通股本1.13亿
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--

数据加载中...

北京优虎网络科技有限公司

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21:51","pubTimestamp":1793368282,"startTime":"0","endTime":"0","summary":"10月30日，Tower半导体盘中下跌7.99%，报170.105美元/股，成交额7978.76万美元。从公开消息看，本次异动的直接背景仍是半导体板块整体走弱，公司股价表现与板块弱势更为同步。同日稍早信息显示，半导体产品行业个股普遍承压，英特尔下跌29.46%，美国超微公司下跌9.31%，博通下跌4.87%，美光科技下跌4.15%，英伟达下跌3.19%。尽管市场此前关注公司下次财报预期每股收益0.98美元、营收预计同比增长32.03%，但未改变当日板块性回落的交易主线。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"半导体板块集体走弱，Tower半导体承压下挫","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111366502","title":"异动解读｜Tower半导体盘前下跌5.4%，半导体板块整体走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1111366502","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1111366502?lang=zh_cn&edition=full","pubTime":"2026-10-30 16:18","pubTimestamp":1793348324,"startTime":"0","endTime":"0","summary":"10月30日，Tower半导体盘前下跌5.4%，报178.03美元/股，成交额99.38万美元。从公开消息看，本次异动的直接背景仍是半导体板块整体走弱。稍早市场信息显示，Tower半导体所在行业个股普遍承压，美光科技下跌3.9%，英伟达下跌2.75%，英特尔下跌24.89%，美国超微公司下跌7.03%，迈威尔科技下跌5.19%。公司此前基本面预期并不弱，市场曾关注其本季营收预计同比增长32.03%、预期每股收益0.98美元，但本次盘前股价表现与板块弱势更为同步。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"半导体板块集体承压，Tower半导体盘前走弱","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182290301","title":"异动解读｜Tower半导体夜盘下跌5.97%，半导体板块整体走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1182290301","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1182290301?lang=zh_cn&edition=full","pubTime":"2026-10-30 08:06","pubTimestamp":1793318811,"startTime":"0","endTime":"0","summary":"10月30日，Tower半导体夜盘下跌5.97%，报176.7美元/股，成交额5486.77美元。从公开消息看，公司最新可对应的异动背景仍以板块走弱为主。稍早市场信息显示，Tower半导体所在的半导体产品行业个股普遍承压，美光科技下跌3.45%，英伟达下跌1.73%，英特尔下跌22.52%，美国超微公司下跌6.18%，迈威尔科技下跌4.28%。公司此前基本面预期并不弱，下一次财报预期每股收益为0.98美元，市场也曾关注其营收同比增长32.03%的预期，但本次夜盘股价表现与板块弱势更为同步。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Tower半导体夜盘走弱，半导体板块集体承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169644117","title":"异动解读｜Tower半导体盘后下跌5.32%，报180.88美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1169644117","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1169644117?lang=zh_cn&edition=full","pubTime":"2026-10-30 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00:24","pubTimestamp":1793118275,"startTime":"0","endTime":"0","summary":"10月28日，Tower半导体盘中上涨5.09%，报187.855美元/股，成交额1.41亿美元。此次异动的消息面，主要与公司财报预期继续向好及机构观点偏多有关。市场预期显示，公司本季营收预计同比增长32.03%，预期每股收益为0.98美元；上季度公司营收4.60亿美元，同比增长23.66%，调整后每股收益0.88美元，同比增长76.00%。此外，近期多家机构给予积极评级，市场平均目标价维持在较高水平，进一步强化了资金对公司特种工艺与AI互连相关业务成长性的关注。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Tower半导体盘中上涨，财报预期与机构观点双驱动","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101882300","title":"异动解读｜Tower半导体盘中上涨5.08%，财报预期增长叠加机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1101882300","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1101882300?lang=zh_cn&edition=full","pubTime":"2026-10-26 22:54","pubTimestamp":1793026498,"startTime":"0","endTime":"0","summary":"10月26日，Tower半导体盘中上涨5.08%，报176.07美元/股，成交额1.63亿美元。此次异动的消息面，主要与公司即将于11月2日发布财报前的乐观预期及机构持续看多有关。市场预期显示，公司本季营收预计同比增长32.03%，预期每股收益为0.98美元。上季度公司营收4.60亿美元，同比增长23.66%，调整后每股收益0.88美元，同比增长76.00%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Tower半导体盘中上涨，财报预期与机构看多共振","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132220979","title":"财报前瞻 | Tower半导体本季营收预计增32.03%，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1132220979","media":"财报Agent","labels":["earningPreview"],"top":1,"itemType":null,"share":"https://www.laohunote.com/m/news/1132220979?lang=zh_cn&edition=full","pubTime":"2026-10-26 08:34","pubTimestamp":1792974860,"startTime":"0","endTime":"0","summary":"Tower半导体将于2026年11月02日美股盘前发布财报，关注营收与利润延续高增。上季度公司营收4.60亿美元，同比增长23.66%；毛利率29.95%；归属于母公司股东的净利润9,076.90万美元；净利率19.73%；调整后每股收益0.88美元，同比增长76.00%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"财报前瞻 | Tower半导体本季营收预计增32.03%，机构观点偏多","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1119104154","title":"异动解读｜Tower半导体盘中下跌5.5%，半导体板块整体走弱拖累股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1119104154","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1119104154?lang=zh_cn&edition=full","pubTime":"2026-10-22 21:42","pubTimestamp":1792676539,"startTime":"0","endTime":"0","summary":"10月22日，Tower半导体盘中下跌5.5%，报175.975美元/股，成交额6275.66万美元。从消息面看，近期未见可直接对应当日下挫的新增公司利空，更直接的催化来自半导体板块整体走弱。同行中，美光科技下跌2.28%，英伟达下跌1.8%，美国超微公司下跌5.13%，英特尔下跌5.44%，博通下跌2.57%，板块联动明显。此前公司与先科电子扩大多年期战略合作，锁定AI数据中心光互连与铜互连芯片所需硅锗产能，覆盖美国、以色列和日本工厂，但未能抵消当日行业回调压力。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"半导体板块集体走弱，Tower半导体承压下跌","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1178551455","title":"异动解读｜Tower半导体盘中下跌5.53%，半导体板块整体走弱拖累股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1178551455","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1178551455?lang=zh_cn&edition=full","pubTime":"2026-10-20 21:33","pubTimestamp":1792503239,"startTime":"0","endTime":"0","summary":"10月20日，Tower半导体盘中下跌5.53%，报188.74美元/股，成交额5700.57万美元。从消息面看，近期未见可直接对应当日下挫的新增公司利空，当前更直接的催化来自半导体板块整体走弱。同行中，美光科技下跌2.27%，英伟达下跌1.27%，英特尔下跌2.84%，美国超微公司下跌1.15%，SK海力士下跌3.36%，板块联动明显。公司此前与先科电子扩大多年期战略合作，锁定AI数据中心光互连与铜互连芯片所需硅锗产能，覆盖美国、以色列和日本工厂，但该消息未能抵消当日行业回调压力。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"半导体板块集体走弱，Tower半导体承压下跌","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121085460","title":"异动解读｜Tower半导体盘中上涨5.31%，半导体板块反弹带动股价回升","url":"https://stock-news.laohu8.com/highlight/detail?id=1121085460","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1121085460?lang=zh_cn&edition=full","pubTime":"2026-10-19 23:48","pubTimestamp":1792424909,"startTime":"0","endTime":"0","summary":"10月19日，Tower半导体盘中上涨5.31%，报205.96美元/股，成交额1.32亿美元。当日更直接的催化来自半导体板块整体走强。同行中，美光科技上涨5.31%，英伟达上涨2.41%，美国超微公司上涨4.56%，英特尔上涨5.74%，台积电上涨3.26%，板块联动明显。此外，公司近日与先科电子扩大多年期战略合作，锁定AI数据中心光互连与铜互连芯片所需硅锗产能，覆盖美国、以色列和日本工厂，受益于800G、1.6T向3.2T互连升级需求。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Tower半导体盘中上涨，AI互连合作添动力","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167110747","title":"异动解读｜Tower半导体盘前上涨5.1%，半导体板块反弹带动股价回升","url":"https://stock-news.laohu8.com/highlight/detail?id=1167110747","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1167110747?lang=zh_cn&edition=full","pubTime":"2026-10-19 18:06","pubTimestamp":1792404412,"startTime":"0","endTime":"0","summary":"10月19日，Tower半导体盘前上涨5.1%，报205.62美元/股，成交额170.2万美元。从消息面看，近期公司与先科电子扩大多年期战略合作，锁定AI数据中心光互连与铜互连芯片所需硅锗产能，覆盖美国、以色列和日本工厂，受益于800G、1.6T向3.2T互连升级需求。不过，就本次盘前异动看，更直接的催化来自半导体板块整体走强；同行中，美光科技上涨3.09%，英伟达上涨1.43%，美国超微公司上涨2.93%，英特尔上涨4.33%，博通上涨2.77%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"半导体板块集体走强，Tower半导体盘前上涨","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127008456","title":"异动解读｜Tower半导体盘中下跌5.2%，半导体板块整体走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1127008456","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1127008456?lang=zh_cn&edition=full","pubTime":"2026-10-17 01:06","pubTimestamp":1792170415,"startTime":"0","endTime":"0","summary":"10月17日，Tower半导体盘中下跌5.2%，报198.885美元/股，成交额2.04亿美元。当日未见可直接对应股价下挫的新增公司利空消息，较新的公司动态反而是与先科电子扩大多年期战略合作，锁定AI数据中心光互连与铜互连芯片所需硅锗产能。从板块表现看，半导体产品行业整体承压，美光科技下跌3.97%，英伟达下跌0.71%，美国超微公司下跌4.07%，英特尔下跌4.59%，博通下跌3.31%，此次回调更偏向板块联动。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Tower半导体随板块走弱，盘中下挫","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102812556","title":"异动解读｜Tower半导体盘中下跌5.13%，半导体板块整体走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1102812556","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1102812556?lang=zh_cn&edition=full","pubTime":"2026-10-15 22:13","pubTimestamp":1792073582,"startTime":"0","endTime":"0","summary":"10月15日，Tower半导体盘中下跌5.13%，报200.05美元/股，成交额1.47亿美元。当日未见可直接对应股价下挫的新增公司利空消息，较新的公司动态反而是与先科电子扩大多年期战略合作，锁定AI数据中心光互连与铜互连芯片所需硅锗产能。从板块表现看，半导体产品行业整体承压，美光科技下跌3.43%，英伟达下跌2.38%，美国超微公司下跌5.32%，英特尔下跌5.8%，台积电下跌4.32%，Tower半导体此次回调更偏向板块联动。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Tower半导体随板块走弱，盘中跌幅明显","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141945712","title":"异动解读｜Tower半导体盘中下跌5.01%，半导体板块全线走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1141945712","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1141945712?lang=zh_cn&edition=full","pubTime":"2026-10-15 00:26","pubTimestamp":1791995214,"startTime":"0","endTime":"0","summary":"10月15日，Tower半导体盘中下跌5.01%，报211.27美元/股，成交额1.62亿美元。从消息面看，未见可直接对应当日下跌的新催化，较新的公司公告反而是与先科电子扩大多年期合作、锁定AI数据中心光互连与铜互连芯片所需硅锗产能。当日半导体板块整体承压，美光科技下跌3.45%，英伟达下跌3.09%，美国超微公司下跌6.08%，英特尔下跌4.47%，博通下跌2.91%，Tower半导体回调更可能是板块联动所致。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Tower半导体走弱，半导体板块全线承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2675355346","title":"先科电子（SMTC）与Tower半导体（TSEM）拓展多年期战略合作协议 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与Tower半导体宣布，双方已拓展多年期战略合作协议，进一步深化长达20年的制造伙伴关系。据介绍，随着人工智能集群跨机架及数据中心大规模扩展，数据传输能耗已成为限制AI系统扩展的核心瓶颈。为满足从800G、1.6T至3.2T及更高速率下对高速模拟前端的需求，先科电子将对Tower进行专项投资，以锁定其用于光互连与铜互连芯片的关键硅锗专用产能。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/NTkwMTRiMmRhYjljZTk4MGRjMGViZTQ1NDI1NzQxMTc4OQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NTkwMTRiMmRhYjljZTk4MGRjMGViZTQ1NDI1NzQxMTc4OQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"307127","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1303367103.USD","LU0012050646.USD","IE0009354923.USD","LU2290526834.HKD","TSEG","LU0205193047.USD","LAZR","LU1861215975.USD","SMTC","TSEU","TSEM","BK4588","LUMA","BK1610","LU0205194284.USD","BK4585","LU1861220033.SGD","SMTG","LU2098885051.SGD","BK4141","LU2360107168.USD","LU0106261612.USD","03191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186518791","title":"异动解读｜Tower半导体盘中下跌5.18%，半导体板块全线下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1186518791","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1186518791?lang=zh_cn&edition=full","pubTime":"2026-10-12 22:06","pubTimestamp":1791814012,"startTime":"0","endTime":"0","summary":"10月12日，Tower半导体盘中下跌5.18%，报216.86美元/股，成交额4202.23万美元。Tower半导体所在的半导体产品行业中，整体呈现普跌态势，个股中，美光科技下跌4.41%，英伟达下跌1.06%，美国超微公司下跌2.20%，英特尔下跌2.87%，迈威尔科技下跌1.93%。Tower Semiconductor Ltd.于1993年根据以色列国法律成立，是一家致力于半导体制造的纯粹独立专业代工厂，主要根据客户或第三方设计制造半导体，产品广泛应用于消费电子、通信、汽车、工业及医疗设备等领域。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132084894","title":"异动解读｜Tower半导体盘中下跌5.12%，AI光引擎芯片利好兑现后持续回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1132084894","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1132084894?lang=zh_cn&edition=full","pubTime":"2026-10-08 23:04","pubTimestamp":1791471894,"startTime":"0","endTime":"0","summary":"10月8日，Tower半导体盘中下跌5.12%，报235.53美元/股，成交额1.09亿美元。此前一日该股已因AI光引擎芯片利好兑现出现获利回吐，本次下跌延续了这一趋势。消息面上，公司与NewPhotonics于9月17日宣布启动面向人工智能基础设施的激光集成光引擎光子集成电路大规模出货，首批产品支持800G至1.6T数据速率，并计划于2027年上半年开始6.4T芯片组批量交付。巴克莱银行9月18日首予增持评级，目标价310美元；BofA全球研究8月7日亦给予买入评级及367美元目标价。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Tower半导体股价回调，AI光引擎利好消化中","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195669752","title":"异动解读｜Tower半导体盘中下跌5.07%，AI光引擎芯片利好兑现后回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1195669752","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1195669752?lang=zh_cn&edition=full","pubTime":"2026-10-07 21:38","pubTimestamp":1791380301,"startTime":"0","endTime":"0","summary":"10月7日，Tower半导体盘中下跌5.07%，报247.605美元/股，成交额3624.42万美元。此前一日该股盘中一度上涨5.5%，本次下跌呈现获利回吐特征。消息面上，公司与NewPhotonics于9月17日宣布启动面向人工智能基础设施的激光集成光引擎光子集成电路大规模出货，首批产品支持800G至1.6T数据速率，并计划于2027年上半年开始6.4T芯片组批量交付。巴克莱银行9月18日首予增持评级，目标价310美元；BofA全球研究8月7日亦给予买入评级及367美元目标价。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Tower半导体冲高回落，AI光引擎芯片利好兑现","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673405216","title":"半导体板块普涨 Mobix Labs（MOBX）涨超12% 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Rakesh团队发布研报指出，代理型AI应用持续增加将带动CPU需求爆发，推动CPU出货量上行，利好服务器CPU及内存厂商。自下而上测算显示，代理AI将拉动CPU、DRAM、NAND的比特出货量提升至对应市场的22-30%；代理型AI在整体服务器CPU中的占比，将从当前约4%提升至2030E年的30%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306895","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":["CHPY","TTXD","159813","AVGW","AIS","SHOC","CHAT","MOBX","SMH","CRDO","CHPS","AIPO","SOXS","VTHR","CRDU","AGIX","QTOC","XSD","SOXX","TSEM","LUMA","MTSI","TTXU","CGBL","SOXL","HAKY","LABX","MRVL","PSI","SOXQ","XLK","SPTE","SOXW","TEKX","VGT","FTXL","ALAB","QLD","SOXY","MRVU","NVDK","FXL","GTEK","AIFD","SMHX","USD","COWG","ARTY","SSG","AVGO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175183104","title":"异动解读｜Tower半导体盘中上涨5.5%，AI光引擎芯片规模化出货叠加投行正面背书","url":"https://stock-news.laohu8.com/highlight/detail?id=1175183104","media":"行情直击","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1175183104?lang=zh_cn&edition=full","pubTime":"2026-10-06 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