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ESIM Eventide International ETF
未开盘 08-24 16:00:00 EDT
29.37
-0.15
-0.52%
盘后
29.35
-0.02
-0.06%
16:10 EDT
最高
29.47
最低
29.34
成交量
1,841
今开
29.37
昨收
29.52
日振幅
0.44%
总市值
2,790万
流通市值
2,790万
总股本
95.00万
成交额
5.41万
换手率
0.19%
流通股本
95.00万
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
台积电供应商日亚化学据悉将在中国台湾地区建厂。
格隆汇 · 10:54
台积电供应商日亚化学据悉将在中国台湾地区建厂。
期权聚焦 | TSM惊现135万美元卖出远虚值Call，叠加买入虚值Put，机构全面转向防御，市场看空情绪升温？
期权女巫 · 09:01
期权聚焦 | TSM惊现135万美元卖出远虚值Call，叠加买入虚值Put，机构全面转向防御，市场看空情绪升温？
欧洲股市本周开局基本走平 交易员的目光转向经济数据
环球市场播报 · 01:31
欧洲股市本周开局基本走平 交易员的目光转向经济数据
市场消息：大立光与台积电携手合作，布局共封装光学领域人工智能市场机遇。
智通财经 · 08-24 13:49
市场消息：大立光与台积电携手合作，布局共封装光学领域人工智能市场机遇。
高盛大幅上调全球晶圆厂设备支出：存储与先进代工成主引擎
华尔街见闻 · 08-24 11:48
高盛大幅上调全球晶圆厂设备支出：存储与先进代工成主引擎
市场消息：传台积电砸逾 300 亿元购友达中科双厂，布局 CPU 生态
链捕手 · 08-24 10:01
市场消息：传台积电砸逾 300 亿元购友达中科双厂，布局 CPU 生态
期权聚焦 | TSM惊现955万美元合成空头大单：卖370Call买330Put，机构高位布局中长期回落预期
期权女巫 · 08-22
期权聚焦 | TSM惊现955万美元合成空头大单：卖370Call买330Put，机构高位布局中长期回落预期
台积电 A16 1.6nm 工艺预计 2026 年四季度量产
链捕手 · 08-21
台积电 A16 1.6nm 工艺预计 2026 年四季度量产
三大芯片巨头之后谁接棒? 新兴市场AI算力第二梯队股价狂飙 算力行情进入“全栈重估”时刻
智通财经 · 08-21
三大芯片巨头之后谁接棒? 新兴市场AI算力第二梯队股价狂飙 算力行情进入“全栈重估”时刻
期权聚焦 | TSM惊现3200万美元远月实值Put大单，IV仅36.9%处5%分位，机构提前押注中长期下跌？
期权女巫 · 08-21
期权聚焦 | TSM惊现3200万美元远月实值Put大单，IV仅36.9%处5%分位，机构提前押注中长期下跌？
Waymo携手AMD、美光、英伟达、三星、闪迪、Socionext及台积电，共筑自动驾驶计算新生态
美股速递 · 08-20
Waymo携手AMD、美光、英伟达、三星、闪迪、Socionext及台积电，共筑自动驾驶计算新生态
Waymo：与AMD、美光、英伟达、三星、闪迪、Socionext和台积电合作开发自动驾驶计算系统。
智通财经 · 08-20
Waymo：与AMD、美光、英伟达、三星、闪迪、Socionext和台积电合作开发自动驾驶计算系统。
专为AI高性能计算设计，台积电1.6nm级A16工艺目标Q4量产
华尔街见闻 · 08-20
专为AI高性能计算设计，台积电1.6nm级A16工艺目标Q4量产
台积电A16工艺完成开发验证，目标Q4量产
智通财经 · 08-20
台积电A16工艺完成开发验证，目标Q4量产
三星晶圆代工技术蓝图调整 1.4纳米延后至2029年量产
智通财经 · 08-20
三星晶圆代工技术蓝图调整 1.4纳米延后至2029年量产
期权聚焦 | TSM惊现334万美元远期虚值Call卖出大单，叠加低价Put收租，大单情绪偏空
期权女巫 · 08-20
期权聚焦 | TSM惊现334万美元远期虚值Call卖出大单，叠加低价Put收租，大单情绪偏空
市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程
链捕手 · 08-20
市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程
米家正式进军欧洲，宇树科技上市首日股价收涨460%，我国首个针对AI客服的国标将发布，三星或上调芯片代工价格，这就是今天的其他大新闻！
差评 · 08-20
米家正式进军欧洲，宇树科技上市首日股价收涨460%，我国首个针对AI客服的国标将发布，三星或上调芯片代工价格，这就是今天的其他大新闻！
美股盘前｜Moderna飙升110%！SK海力士涨超6%；160亿美元长债拍卖+美联储纪要，周四凌晨考验市场
老虎资讯综合 · 08-19
美股盘前｜Moderna飙升110%！SK海力士涨超6%；160亿美元长债拍卖+美联储纪要，周四凌晨考验市场
AI需求挤占台积电产能 传三星芯片代工趁势涨价高达15%
智通财经 · 08-19
AI需求挤占台积电产能 传三星芯片代工趁势涨价高达15%
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公司概况
公司名称：
Eventide International ETF
所属市场：
ARCA
上市日期：
--
主营业务：
发行价格：
--
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09:01","pubTimestamp":1787619706,"startTime":"0","endTime":"0","summary":"TSM当日出现一笔135.00万美元的卖出远虚值CALL，同时伴随一笔35.28万美元的买入虚值PUT，大单方向集中转向防御，市场看空情绪明显升温。整体来看，TSM期权大单情绪明显偏空，且空头表达集中在卖出远虚值CALL与买入虚值PUT这两类典型策略上，说明资金一方面不看好股价大幅上攻，另一方面也在为未来回落风险做准备。全量大单几乎完全由看空交易主导，显示当前机构或大额资金对TSM后续走势的态度偏谨慎，市场情绪整体呈现明确的防御性与压制性。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AIQ","EMC","IE00BQXX3F31.USD","SG9999004220.SGD","TSM","LU1989764748.USD","LU2247934214.USD","LU1989772840.SGD","LU1267930490.SGD","LU2663582299.SGD","LU0384037296.USD","LU2023251221.USD","BK4591","EMM","BK4533","LU0823421416.USD","LU0359201885.HKD","IE00B5TLWC47.USD","LU2250418816.HKD","BK4526","LU2471134952.CNY","LU2750360997.AUD","SG9999000418.SGD","LU0353189763.USD","CNEQ","LU1267930813.SGD","LU0823414478.USD","LU2294711713.HKD","STSM","IE00BYQQ9H92.USD","IE00BKPKM429.USD","LU0289960550.SGD","LU2133065610.SGD","LU0143863784.USD","LU2028103732.USD","CGIC","IE00BFXG0V08.USD","LU0878005551.USD","LU0823414551.USD","BK4585","LU2111349929.HKD","LU2125154935.USD","MEMX","LU1623119135.USD","LU1323610961.USD","LU2458330169.SGD","LU1974910355.USD","LU2211814178.USD","LU1868837722.USD","LU2237443622.USD","LU0056508442.USD","IE00BQXX3D17.EUR","LU0359202008.SGD","BK4503","AVXC","LU2089283258.USD","LU0094547139.USD","LU0488056044.USD","LU0109392836.USD","LU2211815571.USD","IE00BHPRN162.USD","LU0572939691.SGD","LU0572940350.SGD","TSMZ","LU2237443549.SGD","BK4548","LU0792757196.USD","CHPX","IE00BZ199S13.USD","LU2750360641.GBP","IE0004091025.USD","LU2360032135.SGD","LU1048588211.SGD","LU2023250504.SGD","IE0004445239.USD","LU1712237335.SGD","ESIM","LU0310799852.SGD","LU2063271972.USD","LU0158827781.USD","LU0158827948.USD","LU2360106780.USD","BK4527","LU0211327993.USD","LU0719512351.SGD","LU2491050154.USD","BK4588","LU2357125470.USD","IE00B3M56506.USD","BK4505","CORO","LU1917777945.USD","LU2471134796.USD","LU1989764664.SGD","TEK","LU1316542783.SGD","LU1282649810.SGD","LU1852331112.SGD","KNOW","BK4612","BK4554","LU2089284900.SGD","CGGO","LU1037948541.HKD","WUGI","LU0345770993.USD","LU0689626769.HKD","LU0965509283.SGD","LU2106854487.HKD","LU0175139822.USD","LU0348723411.USD","SGXZ99366536.SGD","LU1934455194.USD","LU2471134523.USD","LU1023057109.AUD","LU0211328371.USD","TSMY","IE00BQXX3C00.GBP","IE00BD6J9T35.USD","IE0004086264.USD","LU2041044095.USD","LU0642271901.SGD","LU0965509101.SGD","LU0124676726.USD","LU2249611893.SGD","CGDG","LU0965509010.AUD","LU0238689110.USD","LU0878004406.USD","TTEQ","BK4550","LU0316494557.USD","LU2092937221.SGD","LU2237443978.SGD","SGXZ81514606.USD","ASIA","LU0072462343.USD","AVSE","LU0143863198.USD","LU0889565833.HKD","SPTE","LU1934455277.USD","CGNG","TSMX","LU1508157978.USD","LU0889566641.SGD","TSMG","SGXZ51526630.SGD","LU1803068979.SGD","LU2125154778.USD","LU0541501648.USD","BK4532","LU2491049909.HKD","TWSC","LU0359201612.USD","03145","BK4141","LU2054465674.USD","LU0353189680.USD","CWI","BK4602","LU1037948897.HKD","SMH","LU0882747503.HKD","LU0861579265.USD","LU1868838027.USD","LU2237443382.USD","LU0082616367.USD","LU0541502299.USD","FDTX","LU1211504680.USD","TINS","LU0965508806.USD","LU1989772923.USD","LU2360108059.USD","LU1868837565.USD","LU2271345857.HKD","LU0198837287.USD","BAI","UMMA","ADVE","LU1282649067.USD","LU2298321311.HKD","LU2087625088.SGD","LU0345770308.USD","AVEM","LU2471134879.HKD","BLOX","BK4543","LU2506951792.HKD","LU0823421333.USD","LU2458330243.SGD","LU2491050071.SGD","LU2860962120.EUR","SPWO","BK4534","BK4512","BK4605","LU1934455863.HKD","TSMU","LU0323591593.USD","BK4581","LU2543165471.USD","LU0264606111.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662278208","title":"欧洲股市本周开局基本走平 交易员的目光转向经济数据","url":"https://stock-news.laohu8.com/highlight/detail?id=2662278208","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662278208?lang=zh_cn&edition=full","pubTime":"2026-08-25 01:31","pubTimestamp":1787592660,"startTime":"0","endTime":"0","summary":"欧洲股市本周开局基本持稳，成交量清淡，交易员正等待经济数据，以寻找有关欧洲经济健康状况的线索。斯托克欧洲600指数伦敦收盘时基本持平。旅游休闲板块表现最佳，航空股受到布伦特原油价格回落的提振。医疗保健股表现落后，Siegfried Holding AG拖累板块走低。Berenberg多资产策略与研究主管Ulrich Urbahn表示：“欧洲股市进入本周时，利率和通胀背景更加脆弱，但盈利状况仍在改善。”","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://finance.sina.com.cn/stock/usstock/c/2026-08-25/doc-inipmxce9974961.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":["DMXF","IDMO","YDEC","WCMG","FFDI","INOV","IOCT","AVIV","VEA","TIIV","EPIN","IMAR","BBEU","IDEQ","FSZ","FINT","IJUL","ILOW","RDMX","IQDF","MFDX","RINT","PTIN","FENI","JHMD","NIHI","ISEP","SSXU","IJUN","ISDX","SPDW","IFEB","ESIM","FHIL","IAPR","IFLR","TXUE","IVAL","FEP","MFSI","IDUB","DBEF","ITOL","TLCI","DEEF","GLBL","SEIE","IDEC","JANI","IEFA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661223505","title":"市场消息：大立光与台积电携手合作，布局共封装光学领域人工智能市场机遇。","url":"https://stock-news.laohu8.com/highlight/detail?id=2661223505","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661223505?lang=zh_cn&edition=full","pubTime":"2026-08-24 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11:48","pubTimestamp":1787543310,"startTime":"0","endTime":"0","summary":"高盛最新报告将2026至2028年全球晶圆厂设备支出预测大幅上调至1500亿、2180亿及2810亿美元，增速预期远超此前判断。台积电N2制程扩产、三星SK Hynix押注HBM4、SpaceX与特斯拉Terafab项目168亿美元承诺，多重引擎共振，半导体资本开支景气周期有望一路延续至2028年。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3780123","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":["EMM","WUGI","MUD","TWSC","BAI","CGGO","TSMU","EMC","CGNG","CGDG","CWI","AVEM","AVXC","TSMX","KNOW","DRMY","RAM","STSM","FDTX","AVSE","CGIC","MUU","MUG","DRAM","TINS","BLOX","AIQ","CNEQ","CHPX","DISK","TSM","TTEQ","SPTE","03145","TEK","TSMZ","TSMY","ADVE","MUYY","SMH","MEMX","RAMZ","CORO","DRMP","ASIA","ESIM","MUZ","SPWO","TSMG","UMMA"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2661242477","title":"市场消息：传台积电砸逾 300 亿元购友达中科双厂，布局 CPU 生态","url":"https://stock-news.laohu8.com/highlight/detail?id=2661242477","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661242477?lang=zh_cn&edition=full","pubTime":"2026-08-24 10:01","pubTimestamp":1787536873,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据工商时报报道，市场盛传台积电有意斥资逾 300 亿元新台币，收购友达位于中科、邻近台积电厂区的 L7、L5C 两座旧世代面板厂，为 CoPoS、FOPLP 等大尺寸封装预留腹地。知情人士指出，台积电已派员完成实地稽核，友达规划优先处分两座厂区，目标于 10 月提报董事会，预估明年首季底前完成产线搬迁及厂房腾空。台积电与友达均未证实此交易。半导体业者分析，台积电从 A14 先进制程、先进封装延伸至 COUPE 硅光子平台，搭配台中精密光学元件重镇角色，将中科打造为 CPO 生态系。台积电中科既有 Fab 15A 以 28 纳米制程为主，可支援硅中介层制造；中科二期 Fab 25 规划兴建四座 A14 晶圆厂，前两座已进入钢构施工，首座厂房力争 2027 年 4 月前完工。既有中科先进封测 AP5 已投入 CoWoS 生产，未来透过 COUPE 平台整合电子与光子芯片。光学端方面，大立光近期在台中南屯、台中工业区及邻近精密机械聚落连续取得土地与厂房，三笔交易合计约 25.68 亿元，市场解读为 CPO 量产暖身。公司已取得首张光纤阵列量产订单，首条自动化试产线拼第三季底完成，最快 2027 年中量产，并同步布局微透镜阵列及整合型 FAU。 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| TSM惊现955万美元合成空头大单：卖370Call买330Put，机构高位布局中长期回落预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1195766277","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1195766277?lang=zh_cn&edition=full","pubTime":"2026-08-22 09:03","pubTimestamp":1787360599,"startTime":"0","endTime":"0","summary":"TSM股价收于418.95美元，涨0.71%。该组合由卖出2027-01-15到期的370.0 CALL与买入同到期的330.0 PUT构成，整体属于典型的合成空头策略，直接体现出资金对TSM中长期走势的偏空押注。一笔规模达209.15万美元的CALL买入，则代表当日最显著的单腿偏多交易。综合判断，当前大单资金对TSM的态度以偏空为主，市场更像是在高位区域进行防御性布局和回落预期交易。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BYQQ9H92.USD","CHPX","UMMA","LU2491049909.HKD","LU1037948541.HKD","LU2663582299.SGD","LU0965509101.SGD","LU2054465674.USD","IE00BQXX3C00.GBP","BK4141","LU0359201612.USD","LU0572940350.SGD","LU1868837722.USD","SPTE","IE0004086264.USD","LU0488056044.USD","LU2491050154.USD","LU2089283258.USD","LU1282649810.SGD","LU0353189763.USD","LU0823421333.USD","LU2041044095.USD","SG9999004220.SGD","AIQ","STSM","BK4548","CGIC","IE00B5TLWC47.USD","LU1037948897.HKD","LU2237443978.SGD","BK4550","LU0072462343.USD","LU0965508806.USD","LU0082616367.USD","LU0384037296.USD","LU0541502299.USD","ADVE","SGXZ51526630.SGD","LU2360106780.USD","LU2360108059.USD","LU2471134879.HKD","LU2237443549.SGD","LU0345770308.USD","LU2125154935.USD","LU1934455277.USD","BAI","LU0345770993.USD","LU2125154778.USD","TSMY","LU0158827781.USD","LU1316542783.SGD","TSM","BK4588","LU1934455863.HKD","LU2298321311.HKD","LU2543165471.USD","TEK","SPWO","BK4532","LU0158827948.USD","BK4527","BK4543","LU2028103732.USD","LU0889566641.SGD","LU2111349929.HKD","LU2750360997.AUD","LU2237443382.USD","TWSC","LU2063271972.USD","SMH","LU0348723411.USD","IE00BD6J9T35.USD","LU0094547139.USD","03145","LU0143863784.USD","LU1267930813.SGD","SG9999000418.SGD","LU1048588211.SGD","CGGO","LU1989772840.SGD","LU1623119135.USD","LU0359202008.SGD","SGXZ81514606.USD","BK4581","BK4554","LU0359201885.HKD","TTEQ","LU0878005551.USD","LU1023057109.AUD","LU1267930490.SGD","LU2271345857.HKD","LU0323591593.USD","LU2211814178.USD","BK4605","BK4503","LU0211328371.USD","LU2106854487.HKD","WUGI","TSMZ","LU2458330169.SGD","LU2506951792.HKD","IE00BHPRN162.USD","LU0889565833.HKD","IE00BQXX3F31.USD","LU0965509010.AUD","LU0238689110.USD","LU1989764664.SGD","BK4512","LU1989764748.USD","IE00BKPKM429.USD","CNEQ","LU2860962120.EUR","BK4505","LU0143863198.USD","LU2491050071.SGD","BK4526","LU0823414478.USD","LU2471134796.USD","LU0689626769.HKD","LU0316494557.USD","LU2360032135.SGD","LU0861579265.USD","LU1868838027.USD","TSMX","LU0109392836.USD","AVSE","AVEM","BK4602","LU1803068979.SGD","IE00B3M56506.USD","LU0792757196.USD","LU2458330243.SGD","ASIA","LU0353189680.USD","LU0642271901.SGD","CWI","LU0310799852.SGD","LU0878004406.USD","LU1989772923.USD","LU2471134952.CNY","BK4533","LU1282649067.USD","LU2250418816.HKD","LU2087625088.SGD","LU0572939691.SGD","LU2023250504.SGD","LU2089284900.SGD","LU1852331112.SGD","LU2211815571.USD","LU0823421416.USD","BK4612","LU0124676726.USD","LU1917777945.USD","LU1934455194.USD","BK4591","LU2092937221.SGD","BK4585","LU0719512351.SGD","LU0289960550.SGD","LU1974910355.USD","LU2294711713.HKD","LU0211327993.USD","LU0823414551.USD","LU0198837287.USD","IE0004445239.USD","LU0175139822.USD","LU1323610961.USD","MEMX","EMC","CORO","IE00BQXX3D17.EUR","LU1712237335.SGD","IE00BZ199S13.USD","CGDG","LU2750360641.GBP","LU2247934214.USD","TSMG","LU2471134523.USD","IE00BFXG0V08.USD","EMM","LU1211504680.USD","LU1868837565.USD","LU2133065610.SGD","IE0004091025.USD","LU0056508442.USD","BLOX","LU0965509283.SGD","BK4534","TSMU","LU2237443622.USD","AVXC","LU0882747503.HKD","LU2249611893.SGD","LU0541501648.USD","SGXZ99366536.SGD","ESIM","TINS","LU2357125470.USD","LU1508157978.USD","LU0264606111.USD","FDTX","CGNG","LU2023251221.USD","KNOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661744262","title":"台积电 A16 1.6nm 工艺预计 2026 年四季度量产","url":"https://stock-news.laohu8.com/highlight/detail?id=2661744262","media":"链捕手","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661744262?lang=zh_cn&edition=full","pubTime":"2026-08-21 18:59","pubTimestamp":1787309993,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Liberty Times 等媒体报道，台积电已完成 angstrom 级 A16（1.6nm）制程的开发与验证，预计将于 2026 年第四季度进入大规模量产。该工艺采用台积电背面供电网络技术 Super Power Rail（SPR），将信号布线与电源布线分离，电源位于晶圆背面，以减少瓶颈。与 2nm 工艺相比，A16 据称可提升 8% 至 10% 的计算速度，降低 15% 至 20% 的能耗，并提高 8% 至 10% 的芯片密度。台积电将 1.6nm 工艺视为迈向 1.4nm 的过渡步骤，目标是在 2028 年开始 1.4nm 量产。 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新兴市场AI算力第二梯队股价狂飙 算力行情进入“全栈重估”时刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2661250444","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661250444?lang=zh_cn&edition=full","pubTime":"2026-08-21 15:06","pubTimestamp":1787296008,"startTime":"0","endTime":"0","summary":"芯片三巨头之后谁接棒?亚洲中小盘“AI卖铲人”点燃新兴市场AI牛市第二阶段大浪对许多投资者而言，这是亚洲AI算力行情的下一阶段重大主升浪级别轨迹。他预计，今年下半年新兴市场的表现将在AI算力供应链各核心技术环节之间实现更加均衡的分布。这意味着，新兴市场股票投资可能继续呈现明显失衡的格局。这不是资金抛弃三大芯片巨头，而是随着AI集群大规模交付，市场开始对算力栈中此前被低估的物理瓶颈逐层定价。","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/1483188.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":["LU0316494557.USD","LU0541502299.USD","LU0878005551.USD","LU2125154935.USD","IE00BYQQ9H92.USD","LU0353189680.USD","LU2271345857.HKD","LU2294711713.HKD","AIQ","BK4591","LU1623119135.USD","LU2237443978.SGD","LU0345770308.USD","LU2133065610.SGD","LU2041044095.USD","SGXZ99366536.SGD","LU0238689110.USD","LU0109392836.USD","LU2106854487.HKD","TSMU","BK4602","LU0823421333.USD","MEMX","LU0359201612.USD","BK4526","LU0175139822.USD","LU2250418816.HKD","LU1282649810.SGD","LU1989764664.SGD","LU2247934214.USD","LU2111349929.HKD","LU2663582299.SGD","SGXZ51526630.SGD","EMM","LU0359202008.SGD","BK4534","LU1934455277.USD","LU0310799852.SGD","LU2125154778.USD","LU0198837287.USD","LU0359201885.HKD","SPTE","CGIC","LU1048588211.SGD","LU2092937221.SGD","IE0004445239.USD","LU1211504680.USD","LU1712237335.SGD","BK4532","LU2023251221.USD","LU2087625088.SGD","LU2471134523.USD","BK4585","LU1323610961.USD","LU2211814178.USD","LU0965509283.SGD","STSM","BK4141","LU0689626769.HKD","IE00BKPKM429.USD","LU1282649067.USD","LU2360106780.USD","BK4550","LU0861579265.USD","CGNG","SG9999000418.SGD","LU0541501648.USD","LU2063271972.USD","LU0289960550.SGD","LU2249611893.SGD","LU2089283258.USD","LU0878004406.USD","CNEQ","TSMG","IE00BQXX3C00.GBP","LU2506951792.HKD","BK4581","LU2491049909.HKD","LU1989772840.SGD","BK4612","LU0072462343.USD","LU0823414551.USD","LU0882747503.HKD","IE00BQXX3D17.EUR","LU2750360641.GBP","LU0572940350.SGD","TINS","LU0889565833.HKD","SOX","LU1267930490.SGD","LU1267930813.SGD","LU0264606111.USD","BK4605","BK4533","LU1974910355.USD","UMMA","LU2023250504.SGD","LU0384037296.USD","WUGI","SGXZ81514606.USD","LU2357125470.USD","TWSC","BK4505","IE0004091025.USD","IE00B3M56506.USD","LU1917777945.USD","IE00BZ199S13.USD","KNOW","LU0158827948.USD","LU1508157978.USD","ESIM","LU0124676726.USD","LU2211815571.USD","AVXC","CHPX","LU2458330243.SGD","CORO","LU0143863198.USD","LU0094547139.USD","IE00BHPRN162.USD","ADVE","IE00BQXX3F31.USD","LU2458330169.SGD","LU2237443382.USD","LU2750360997.AUD","LU1023057109.AUD","BK4503","SMH","ASIA","AVSE","BK4588","LU0345770993.USD","LU2237443622.USD","LU0488056044.USD","TSMZ","LU0143863784.USD","LU1989772923.USD","LU2471134796.USD","LU1868837722.USD","BK4527","LU0889566641.SGD","BAI","IE0004086264.USD","LU1934455194.USD","LU2298321311.HKD","LU0965509101.SGD","LU2471134879.HKD","LU0082616367.USD","BK4554","LU0642271901.SGD","LU0323591593.USD","LU2360032135.SGD","LU1989764748.USD","TSMY","BK4548","LU2089284900.SGD","TTEQ","TEK","LU2860962120.EUR","FDTX","LU1934455863.HKD","BLOX","BK4543","03145","LU0719512351.SGD","LU1037948541.HKD","CGDG","LU1316542783.SGD","LU0348723411.USD","CWI","LU1037948897.HKD","LU2028103732.USD","LU2491050154.USD","LU0823414478.USD","LU1803068979.SGD","IE00B5TLWC47.USD","LU0158827781.USD","EMC","LU2237443549.SGD","SPWO","LU0353189763.USD","LU0965508806.USD","LU1852331112.SGD","TSM","BK4512","LU0792757196.USD","LU0211327993.USD","IE00BD6J9T35.USD","LU2054465674.USD","LU2360108059.USD","TSMX","LU1868837565.USD","LU2471134952.CNY","CGGO","LU0056508442.USD","LU1868838027.USD","LU0211328371.USD","LU2491050071.SGD","LU0965509010.AUD","LU2543165471.USD","LU0572939691.SGD","AVEM","SG9999004220.SGD","LU0823421416.USD","IE00BFXG0V08.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145201838","title":"期权聚焦 | TSM惊现3200万美元远月实值Put大单，IV仅36.9%处5%分位，机构提前押注中长期下跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1145201838","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1145201838?lang=zh_cn&edition=full","pubTime":"2026-08-21 09:02","pubTimestamp":1787274168,"startTime":"0","endTime":"0","summary":"今日TSM期权市场出现一笔规模达3200.00万美元的远月实值PUT大单，集中成交于2026-09-18到期的440.0行权价合约，显示大资金正在提前布局中长期下行风险，整体期权资金情绪明显偏空。结合本次唯一的大额成交本身就是远期限、实值、重金额的PUT买入来看，市场中的活跃大资金对TSM后续表现持谨慎甚至悲观判断，短中期情绪均偏向防守。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0289960550.SGD","TSMZ","CNEQ","LU0488056044.USD","LU1989772840.SGD","LU1267930490.SGD","BK4533","LU1974910355.USD","LU0082616367.USD","LU0359201612.USD","LU2357125470.USD","LU2471134879.HKD","LU1868838027.USD","LU2471134796.USD","ADVE","LU0965509010.AUD","LU0109392836.USD","BK4605","LU0572939691.SGD","LU2471134523.USD","LU0158827781.USD","BK4612","LU2111349929.HKD","LU2750360641.GBP","LU1267930813.SGD","LU2089283258.USD","LU0889565833.HKD","LU1282649067.USD","LU2271345857.HKD","LU2041044095.USD","LU0541501648.USD","LU0316494557.USD","LU1852331112.SGD","IE0004086264.USD","LU0345770993.USD","LU0642271901.SGD","LU2360108059.USD","LU0823421416.USD","LU0719512351.SGD","LU0861579265.USD","LU2106854487.HKD","LU0323591593.USD","LU2506951792.HKD","LU2250418816.HKD","LU2237443622.USD","EMC","CGGO","LU2089284900.SGD","LU1508157978.USD","LU1868837722.USD","UMMA","LU0541502299.USD","SPTE","TINS","LU0072462343.USD","LU0823414551.USD","CWI","BK4141","LU2543165471.USD","BK4534","CGIC","LU0211328371.USD","IE00BFXG0V08.USD","IE00BZ199S13.USD","TSMX","LU0882747503.HKD","LU0198837287.USD","SG9999000418.SGD","LU0965509283.SGD","EMM","AVXC","BK4505","LU0158827948.USD","LU1282649810.SGD","LU2491049909.HKD","TTEQ","LU1211504680.USD","LU1989764748.USD","LU2294711713.HKD","LU2360032135.SGD","TSM","TSMY","LU0965509101.SGD","IE00BQXX3D17.EUR","LU1934455863.HKD","LU1623119135.USD","LU0353189763.USD","IE00BQXX3F31.USD","BK4548","BK4581","LU2023250504.SGD","BK4543","AIQ","IE00BHPRN162.USD","ASIA","LU2063271972.USD","LU2237443382.USD","LU0094547139.USD","WUGI","LU0359201885.HKD","IE00BD6J9T35.USD","LU1712237335.SGD","LU0310799852.SGD","LU2458330243.SGD","LU0348723411.USD","IE00B3M56506.USD","LU0889566641.SGD","SG9999004220.SGD","LU0264606111.USD","LU2125154778.USD","IE00BYQQ9H92.USD","LU0359202008.SGD","TSMU","SGXZ51526630.SGD","LU2249611893.SGD","LU2491050071.SGD","LU0572940350.SGD","LU2133065610.SGD","AVEM","LU0345770308.USD","IE00BKPKM429.USD","IE0004445239.USD","BK4602","IE00BQXX3C00.GBP","LU2663582299.SGD","LU2491050154.USD","ESIM","LU1323610961.USD","LU2211815571.USD","LU2247934214.USD","LU0124676726.USD","FDTX","LU2237443978.SGD","BK4512","KNOW","BK4550","LU2471134952.CNY","BLOX","AVSE","TEK","SMH","LU0384037296.USD","LU2237443549.SGD","03145","BAI","LU0878004406.USD","LU2360106780.USD","LU1316542783.SGD","LU0143863784.USD","LU0238689110.USD","BK4554","LU2458330169.SGD","LU0823421333.USD","LU2860962120.EUR","LU2028103732.USD","LU0965508806.USD","LU1989764664.SGD","LU2023251221.USD","LU1037948897.HKD","BK4585","LU2087625088.SGD","STSM","LU1989772923.USD","LU1934455277.USD","LU0878005551.USD","CGNG","BK4591","LU1048588211.SGD","LU1023057109.AUD","LU1917777945.USD","LU2211814178.USD","IE0004091025.USD","LU2054465674.USD","LU2125154935.USD","SGXZ81514606.USD","CHPX","SPWO","TSMG","LU0175139822.USD","LU2750360997.AUD","LU1934455194.USD","LU0211327993.USD","BK4503","LU2092937221.SGD","BK4532","LU0353189680.USD","LU0143863198.USD","LU0056508442.USD","LU1868837565.USD","CORO","LU1803068979.SGD","LU2298321311.HKD","CGDG","BK4527","IE00B5TLWC47.USD","LU0823414478.USD","MEMX","SGXZ99366536.SGD","BK4588","LU1037948541.HKD","BK4526","LU0792757196.USD","LU0689626769.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148230985","title":"Waymo携手AMD、美光、英伟达、三星、闪迪、Socionext及台积电，共筑自动驾驶计算新生态","url":"https://stock-news.laohu8.com/highlight/detail?id=1148230985","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1148230985?lang=zh_cn&edition=full","pubTime":"2026-08-20 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Razor Lake 或将采用台积电 N2X 制程","url":"https://stock-news.laohu8.com/highlight/detail?id=2660474139","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660474139?lang=zh_cn&edition=full","pubTime":"2026-08-20 08:53","pubTimestamp":1787187208,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据工商时报报道，PC 处理器先进制程竞争升温。市场消息称，英特尔下一代 Nova Lake 桌面处理器将优先导入 bLLC 大型末级缓存，以降低访问系统内存延迟，对标 AMD 的 3D V-Cache 技术；笔记本版本可能延至后续 Razor Lake-HX 世代推出。供应链透露，明年初问世的 Nova Lake 将采用英特尔 18A 与台积电 N2P 等不同制程组合，后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。N2X 属于台积电 N2 平台的高效能延伸版本，锁定高频 CPU、AI 及 HPC 应用，晶体管技术由 FinFET 转向纳米片。若最终量产，英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族，有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。除台积电直接受益外，相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商，上半年半导体合并营收年增 25%，占比升至 66%，Hard Pad 与先进封装需求强劲，Soft Pad 新线预计第三季试产、第四季逐步量产，并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆，第二季营收 24.9 亿元、年增 17.9%，毛利率升至 40.1%，2 纳米及 1.6 纳米相关钻石碟出货快速增加。 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