苹果(AAPL)_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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AAPL 苹果

交易中 12-15 09:30:50 EST

279.82

+1.54

+0.55%

最高280.05	最低279.50	成交量153.81万
今开280.02	昨收278.28	日振幅0.20%
总市值4.15万亿	流通市值4.15万亿	总股本148.40亿
成交额4.31亿	换手率0.01%	流通股本148.14亿
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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16:44","pubTimestamp":1765788240,"startTime":"0","endTime":"0","summary":"据媒体报道，苹果和供应商签订的DRAM供应协议即将到期，从2026年1月开始，三星和SK海力士将对苹果执行新的DRAM芯片价格政策，苹果不得不加价采购这些芯片。目前业界关心的是，苹果是否会将这些新增成本转嫁给消费者，已经上市销售的iPhone 17系列产品是否会迎来大涨价。苹果的优势在于，这家企业手握数十亿美元的现金储备，同时拥有多款自研芯片，这让苹果有能力降低DRAM芯片成本上涨带来的影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215165419a6a46e5b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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26.2：旅行模式支持汽车与巴士，新增空间绘图支持","url":"https://stock-news.laohu8.com/highlight/detail?id=2591613198","media":"游戏陀螺","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591613198?lang=zh_cn&edition=full","pubTime":"2025-12-15 14:52","pubTimestamp":1765781556,"startTime":"0","endTime":"0","summary":"编译/VR陀螺近日， 苹果公司正式发布了 visionOS 26.2，这是继今年 9 月推出 visionOS 26 操作系统后的第二次重大更新。此次更新距离上个月发布的 visionOS 26.1 仅过去了一个月。visionOS 26.2 重点扩展了旅行模式  的适用范围，并为诸如 Logitech Muse 等空间配件增加了新特性。苹果官方发布的更新说明如下：扩展的旅行模式：除了原有的飞机和火车场景外，旅行模式现在还允许乘客在汽车和巴士上使用 Apple Vision Pro。此次更新还包含了针对 Apple Vision Pro 的其他功能改进、错误修复以及安全更新。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215145242a6a3f0e7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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13:03","pubTimestamp":1765774980,"startTime":"0","endTime":"0","summary":"谷歌正式推出高保真虚拟形象产品Likeness，进军Android XR生态，直接对标苹果Persona。Likeness的最大亮点在于扫描流程的优化：用户无需手持XR头显，只需通过一款安卓测试版应用，用兼容手机即可完成面部采集，操作便捷性显著提升。功能上Likeness充当“虚拟摄像头”，已适配Google Meet、Zoom等主流视频平台。不过Likeness的适配范围有限，部分Android XR设备因系统或性能原因无法运行，而缺少眼部、嘴部追踪传感器的设备也难以支持。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215130414a6a39acb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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两栋花费超过15亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2591699225","media":"TechWeb","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591699225?lang=zh_cn&edition=full","pubTime":"2025-12-15 10:39","pubTimestamp":1765766351,"startTime":"0","endTime":"0","summary":"而从外媒最新的报道来看，在6月份花费5.1亿美元买办公楼之后，苹果公司本月在总部附近又买入了两栋办公楼。值得注意的是，外媒在报道中还提到，在上周花费2.16亿美元买入两栋办公楼之后，苹果公司今年在产权收购方面的花费，就已超过了10亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215104650a44c1050&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17系列国内卖出约1329.53万","url":"https://stock-news.laohu8.com/highlight/detail?id=2591069617","media":"三言科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591069617?lang=zh_cn&edition=full","pubTime":"2025-12-15 10:02","pubTimestamp":1765764120,"startTime":"0","endTime":"0","summary":"近日，博主“RD观测”给出的最新数据显示，截至2025年12月中旬，苹果iPhone 17系列国内卖出的量约1329.53万。此前的数据显示，10月份，苹果在中国智能手机销量同比大增37%，创下历史新高，这一增长幅度远高于行业平均水平。靠着iPhone 17的热销，苹果在中国市场份额达到25%的高位，即每售出四部手机中就有一部是iPhone。《三言科技》原文链接：https://news.qq.com/rain/a/20251215A025L700","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215100328a6a2fde4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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09:38","pubTimestamp":1765762686,"startTime":"0","endTime":"0","summary":"公众号记得加星标，第一时间看推送不会错过。服务器DRAM的需求几乎呈指数级增长，预计明年增长速度将更快。苹果DRAM长约到期，涨价在即一家公司万亿美元的市值并不足以使其免受全球零部件短缺的影响，这几乎意味着苹果也将不得不支付巨额资金，从三星和SK海力士等公司购买DRAM芯片，用于其众多产品。戴尔大幅度涨价戴尔是最大的个人电脑制造商之一，该公司已内部通知员工，由于DRAM内存短缺，公司准备大幅提高多种产品的价格。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215101615a6a30aa8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17系列国内销量亮眼，多机型增长显著或超三星","url":"https://stock-news.laohu8.com/highlight/detail?id=2591169957","media":"ITBEAR科技资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591169957?lang=zh_cn&edition=full","pubTime":"2025-12-15 09:27","pubTimestamp":1765762061,"startTime":"0","endTime":"0","summary":"市场研究机构Counterpoint Research最新报告显示，苹果iPhone 17系列在中国市场表现强劲，上市仅八周便实现超千万台激活量。根据第三方数据平台\"RD观测\"的统计，截至2025年第49周，iPhone 17系列国内累计销量已突破1329.53万部。数码领域知名博主\"数码闲聊站\"此前披露的数据与机构报告形成印证，其指出iPhone 17系列在中国市场达成千万激活量的速度创下苹果历史新高。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215102511a6a3136a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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08:58","pubTimestamp":1765760280,"startTime":"0","endTime":"0","summary":"2023年Meta推出智能眼镜，至今已经售出百万套。中国企业也在跟进，已经有70多家中国企业推出AI智能眼镜。阿里巴巴旗下夸克也推出AI眼镜，售价1899元。还有很多企业参与竞争，推出各种琳琅满目的产品。中国初创企业Xreal已经与谷歌达成合作，推出“Project Aura”项目，准备明年发布一款由Android XR操作系统和Gemini AI驱动的AI眼镜。谷歌选择与中国企业合作，说明中国企业研发实力强大。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215090542a44baa3d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Glass搭载Apple Watch SiP芯片，有望克服续航问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2591988636","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591988636?lang=zh_cn&edition=full","pubTime":"2025-12-15 08:08","pubTimestamp":1765757314,"startTime":"0","endTime":"0","summary":"IT之家 12 月 15 日消息，彭博社记者马克古尔曼曾在此前透露，苹果正在调整其智能眼镜产品路线图，计划于 2026 年发布、2027 年发售首款 Apple Glass ，缺少 AR 显示屏，可实现电话、响应 Siri 语音指令及拍照等核心功能，定位智能穿戴配件而非独立设备。根据韩媒 EBN 上周 报道，这款眼镜很可能会采用 Apple Watch 同款的 SiP芯片，配备多颗摄像头，与 iPhone 连接时具备 AI 功能。","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://tech.ifeng.com/c/8p6627dZKdn","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4505","LU2250418816.HKD","LU1235294995.USD","LU0170899867.USD","LU2237438978.USD","LU1066051225.USD","LU2360106780.USD","LU2896262040.SGD","LU1852331112.SGD","LU1582986359.USD","LU1718418525.SGD","LU1084165304.USD","MACW.SI","HK0000320264.USD","IE0003U64NQ7.SGD","LU2063271972.USD","SG9999002232.USD","IE00BFSS8Q28.SGD","LU1934455194.USD","LU0080751232.USD","LU1267930730.SGD","LU0683600562.USD","LU2361044865.SGD","LU2403377893.USD","IE00BJLML261.HKD","LU1732800096.USD","LU1791710400.SGD","SG9999015945.SGD","LU1506573853.SGD","LU2247934214.USD","159813","LU0965508806.USD","LU0057025933.USD","LU0354030438.USD","LU0912757837.SGD","LU2458330169.SGD","LU1571399168.USD","LU1035775433.USD","LU0127658192.USD","IE00B775H168.HKD","LU1935042488.USD","LU1699723380.USD","LU1316542783.SGD","AAPL","LU1003077747.HKD","LU0289739343.SGD","LU0795875086.SGD","LU2265009873.SGD","BK4501","LU0795875169.SGD"],"gpt_icon":1},{"id":"2591660400","title":"苹果iOS 26离奇Bug曝光：安卓手机拍摄照片放大自动变红","url":"https://stock-news.laohu8.com/highlight/detail?id=2591660400","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591660400?lang=zh_cn&edition=full","pubTime":"2025-12-15 07:48","pubTimestamp":1765756086,"startTime":"0","endTime":"0","summary":"IT之家 12 月 15 日消息，据科技媒体 9To5Mac 昨天报道，不少苹果 iOS 用户最近发现一个相当诡异的 Bug：某些保存在手机上的照片会被莫名其妙地加上一层红色滤镜，而且这些照片往往是安卓手机拍摄后传输到 iPhone 的。从目前的表现来看，无论这个 Bug 的具体成因是什么，“照片”App 里的部分图片只要放大，就会被加上一层颜色滤镜。不过根据用户的反馈，这些变红的照片都不是 iPhone 拍摄的，可能是 iPhone 在解析图片中嵌入的 ICC 颜色配置文件时出了问题。","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://tech.ifeng.com/c/8p65G30LDAP","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":"ifeng_tech","symbols":["LU0096364046.USD","LU0345769128.USD","LU2168564149.EUR","LU0511384066.AUD","BK4566","LU0079474960.USD","LU2237438978.USD","LU0345768740.USD","LU0957808578.USD","LU2360106780.USD","LU0719512351.SGD","LU2065171402.SGD","LU0323591593.USD","LU2271345857.HKD","LU1084165304.USD","MACW.SI","LU2756315318.SGD","LU0823434740.USD","LU1815333072.USD","LU0348723411.USD","LU2505996681.GBP","LU0069063385.USD","SG9999002232.USD","LU0820561909.HKD","BK4532","LU0823421333.USD","LU0861579265.USD","IE00B19Z9505.USD","LU0265550359.USD","IE00B19Z8X17.USD","LU1989772923.USD","LU2237443382.USD","LU0057025933.USD","LU0868494708.USD","LU0784385840.USD","LU0985320562.USD","LU2236285917.USD","LU1732799900.SGD","LU2552382058.USD","IE00B775H168.HKD","LU2065170008.USD","AAPL","LU1815336760.USD","LU2168564065.EUR","LU2023250843.SGD","LU0795875169.SGD","IE000W1ABFV2.USD","LU2417539215.USD","IE00B19Z8W00.USD","SG9999015358.SGD"],"gpt_icon":0},{"id":"2591650998","title":"“玻璃女王”欲拿下英伟达入场券，“追风口”的蓝思科技能否彻底摆脱苹果“依赖症”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2591650998","media":"时代周报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591650998?lang=zh_cn&edition=full","pubTime":"2025-12-14 16:32","pubTimestamp":1765701128,"startTime":"0","endTime":"0","summary":"而跨界布局的背后，是蓝思科技难以摆脱的“苹果依赖症”与持续承压的毛利率。“玻璃女王”造出果链巨头天眼查显示，蓝思科技成立于2006年12月，位于湖南省，2015年3月在深交所创业板上市，2025年7月在港交所上市。不过，和苹果的长期合作，也让蓝思科技产生了“苹果依赖症”。与此同时，蓝思科技的毛利率也在逐年下滑。2025年，蓝思科技布局机器人业务的动作进一步加快。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214163531a6a0acdf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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AI 眼镜深度爆料汇总：重量低至 40g，2026 发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2591657727","media":"‌极客公园‌","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591657727?lang=zh_cn&edition=full","pubTime":"2025-12-14 15:48","pubTimestamp":1765698504,"startTime":"0","endTime":"0","summary":"据知情人士透露，苹果此前开展了一项代号为“Atlas”的内部大规模用户研究，专门收集员工对现有智能眼镜的反馈。轻盈重量是目前高端 AI 眼镜的共识之一｜图片来源：Even Reality这虽然牺牲了独立性，但换来的是极致的轻便和全天候的续航。在智能眼镜领域，Meta 无疑是目前最激进的玩家。当前 AI 眼镜产品形态，普遍选择在脸上戴","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214155120a6a09228&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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DRAM 长期订单协议即将到期：三星、SK 海力士被曝 2026 年 1 月起涨价，iPhone、MacBook 等产品线恐受冲击","url":"https://stock-news.laohu8.com/highlight/detail?id=2591557657","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591557657?lang=zh_cn&edition=full","pubTime":"2025-12-14 14:45","pubTimestamp":1765694700,"startTime":"0","endTime":"0","summary":"爆料者 @jukan05 最新供应链调查显示，苹果与三星电子、SK 海力士签署的 DRAM 内存长期供货协议即将到期，这两家韩国厂商计划自 2026 年 1 月起提高对苹果的芯片报价。@jukan05 认为，苹果很可能在 2026 年上半年上调包括 iPhone 在内的产品价格，以应对持续上升的零部件成本。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214145315a6a07151&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17中国市场卖爆：销量已达1329.53万","url":"https://stock-news.laohu8.com/highlight/detail?id=2591659511","media":"快科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591659511?lang=zh_cn&edition=full","pubTime":"2025-12-14 06:15","pubTimestamp":1765664100,"startTime":"0","endTime":"0","summary":"快科技12月14日消息，iPhone 17系列国内卖爆无需多言，这给友商带来了极大的压力。博主“RD观测”给出的最新数据显示，截至2025 W49，苹果iPhone 17系列国内卖出的量约1329.53万。此前的数据显示，10月份，苹果在中国智能手机销量同比大增37%，创下历史新高，这一增长幅度远高于行业平均水平。靠着iPhone 17的热销，苹果在中国市场份额达到25%的高位，即每售出四部手机中就有一部是iPhone。","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://tech.ifeng.com/c/8p4NXrtiEcx","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["LU0868494708.USD","LU0494093205.USD","CQQQ","LU0786609619.USD","LU1037948541.HKD","LU1116320901.HKD","LU2106854487.HKD","LU2237443622.USD","CWEB","MACW.SI","DRAG","LU0553294199.USD","MCHI","SG9999002224.SGD","LU2168564065.EUR","CHAU","LU0784384876.USD","SG9999014898.SGD","YINN","BK4512","BK4534","KWEB","LU2456880835.USD","LU1244550577.SGD","BK4515","BK4505","ASHS","LU2896262040.SGD","LU1868836591.USD","BK4579","IE00BJJMRX11.SGD","LU1261432733.SGD","LU0724617625.USD","LU1582987324.SGD","ASHR","SG9999018857.SGD","LU0345768153.USD","AAPL","LU0203201768.USD","IE00B3S45H60.SGD","LU1868836914.USD","SG9999015986.USD","LU2237443895.HKD","LU2077746001.SGD","FXI","LU1145028129.USD","LU1235294995.USD","LU0476273544.USD","LU0265550359.USD"],"gpt_icon":0},{"id":"2591265559","title":"苹果智能家居新动向：HomePad搭载A18芯片，Face ID实现多用户智能交互","url":"https://stock-news.laohu8.com/highlight/detail?id=2591265559","media":"ITBEAR科技资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591265559?lang=zh_cn&edition=full","pubTime":"2025-12-14 03:20","pubTimestamp":1765653600,"startTime":"0","endTime":"0","summary":"科技媒体Mac World近日通过深入分析苹果内部代码，发现两款尚未正式公布的智能家居新品，其中一款为代号“J490”的智能中枢设备，另一款是代号“J229”的配件类产品。这些发现为苹果智能家居生态的扩展提供了新线索。代号“J490”的设备被业内称为“HomePad”，其核心配置包括苹果A18芯片与一颗支持人物居中功能的前置超广角摄像头。代码明确显示，J490设备将成为首个搭载增强版Siri的AI家居中枢，标志着语音助手向多设备协同方向迈进。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214041132a447fb6e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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看好受益产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2591666552","media":"国金证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591666552?lang=zh_cn&edition=full","pubTime":"2025-12-14 00:00","pubTimestamp":1765641600,"startTime":"0","endTime":"0","summary":"AI 技术迭代引爆存储需求，供需缺口推升价格中枢。AI 大模型驱动存储向3D 化演进，叠加长鑫、长存等扩产项目落地，国产半导体设备产业链有望迎来新一轮高速增长机遇。未来18 个月，公司预计将获得730 亿美元的AI 订单。继续看好AI-PCB及核心算力硬件、苹果产业链及自主可控受益产业链。风险提示需求恢复不及预期的风险；AIGC 进展不及预期的风险；外部制裁进一步升级的风险。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214203133a44a1ce6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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