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GFS GLOBALFOUNDRIES Inc.
已收盘 05-19 16:00:00 EDT
66.68
-1.16
-1.71%
盘后
66.79
+0.11
+0.16%
19:55 EDT
最高
68.52
最低
65.51
成交量
288.13万
今开
66.33
昨收
67.84
日振幅
4.44%
总市值
365.68亿
流通市值
65.30亿
总股本
5.48亿
成交额
1.93亿
换手率
2.94%
流通股本
9,793万
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
异动解读 | 半导体板块承压及内部人交易披露，GLOBALFOUNDRIES盘中大跌6.15%
异动解读 · 05-19 03:00
异动解读 | 半导体板块承压及内部人交易披露，GLOBALFOUNDRIES盘中大跌6.15%
AI芯片热潮挤压超算供给：美国国家实验室“另寻新欢” 初创企业乘势崛起
智通财经 · 05-18 21:07
AI芯片热潮挤压超算供给：美国国家实验室“另寻新欢” 初创企业乘势崛起
CPU双雄集体下挫 英特尔(INTC)跌8.87%、超威半导体(AMD)跌4.30%
金吾财讯 · 05-12
CPU双雄集体下挫 英特尔(INTC)跌8.87%、超威半导体(AMD)跌4.30%
光通信股盘中普跌 康宁(GLW)跌4.74%、诺基亚(NOK)跌4.20%
金吾财讯 · 05-12
光通信股盘中普跌 康宁(GLW)跌4.74%、诺基亚(NOK)跌4.20%
GF称AMD、英特尔、高通有望受益于服务器CPU超级周期
环球市场播报 · 05-11
GF称AMD、英特尔、高通有望受益于服务器CPU超级周期
AI正在改写模拟芯片周期：这一次不只是“补库存”
智通财经 · 05-09
AI正在改写模拟芯片周期：这一次不只是“补库存”
异动解读 | GLOBALFOUNDRIES盘中大涨5.94%，Q1业绩超预期叠加半导体板块强势
异动解读 · 05-09
异动解读 | GLOBALFOUNDRIES盘中大涨5.94%，Q1业绩超预期叠加半导体板块强势
异动解读 | GLOBALFOUNDRIES Inc. 盘中大涨5.12%，因宣布高额股东回报计划及量子计算合作利好
异动解读 · 05-08
异动解读 | GLOBALFOUNDRIES Inc. 盘中大涨5.12%，因宣布高额股东回报计划及量子计算合作利好
GLOBALFOUNDRIES Inc. 目标将过去12个月非IFRS调整后自由现金流的50%在投资后返还股东
美股速递 · 05-07
GLOBALFOUNDRIES Inc. 目标将过去12个月非IFRS调整后自由现金流的50%在投资后返还股东
异动解读 | 格罗方德半导体盘中大跌5.32%，财报超预期后盘前涨幅回吐
异动解读 · 05-06
异动解读 | 格罗方德半导体盘中大跌5.32%，财报超预期后盘前涨幅回吐
美股异动 | 费城半导体指数续涨超3%，AMD暴涨20%，ARM涨超10%
老虎资讯综合 · 05-06
美股异动 | 费城半导体指数续涨超3%，AMD暴涨20%，ARM涨超10%
美股盘前｜美伊接近达成停战备忘录，国际油价重挫；AMD绩后飙升18%，超微电脑涨超13%；康宁飙涨20%，Hut 8涨超29%
老虎资讯综合 · 05-06
美股盘前｜美伊接近达成停战备忘录，国际油价重挫；AMD绩后飙升18%，超微电脑涨超13%；康宁飙涨20%，Hut 8涨超29%
异动解读 | GLOBALFOUNDRIES盘前大涨5.28%，Q1业绩超预期叠加多家投行上调目标价
异动解读 · 05-06
异动解读 | GLOBALFOUNDRIES盘前大涨5.28%，Q1业绩超预期叠加多家投行上调目标价
预测服务器CPU市场5年5倍！瑞银：ARM是最大收益者，AMD次之，最后是英特尔
华尔街见闻 · 05-06
预测服务器CPU市场5年5倍！瑞银：ARM是最大收益者，AMD次之，最后是英特尔
异动解读 | 第二季度营收指引强劲，格罗方德盘中大涨9.03%
异动解读 · 05-06
异动解读 | 第二季度营收指引强劲，格罗方德盘中大涨9.03%
格芯(GFS)股价涨近5% 业绩指引超预期 明确全年盈利目标
金吾财讯 · 05-05
格芯(GFS)股价涨近5% 业绩指引超预期 明确全年盈利目标
站在“光”里！格芯(GFS.US)Q1盈利、指引超预期
智通财经 · 05-05
站在“光”里！格芯(GFS.US)Q1盈利、指引超预期
异动解读 | 获Cantor Fitzgerald上调评级至超配，GLOBALFOUNDRIES盘前大涨5.14%
异动解读 · 05-05
异动解读 | 获Cantor Fitzgerald上调评级至超配，GLOBALFOUNDRIES盘前大涨5.14%
异动解读 | GLOBALFOUNDRIES夜盘大涨5%，获Cantor Fitzgerald上调评级至超配
异动解读 · 05-05
异动解读 | GLOBALFOUNDRIES夜盘大涨5%，获Cantor Fitzgerald上调评级至超配
道指跌超550点，科技股普跌，AMD跌超5%，英特尔跌近4%，国际油价飙涨超5%，金银全线下挫
21世纪经济报道 · 05-05
道指跌超550点，科技股普跌，AMD跌超5%，英特尔跌近4%，国际油价飙涨超5%，金银全线下挫
公司概况
公司名称：
GLOBALFOUNDRIES Inc.
所属市场：
NASDAQ
上市日期：
--
主营业务：
Globalfoundries Inc.于2008年10月7日在开曼群岛注册成立。该公司是世界领先的半导体代工厂之一。该公司制造复杂的、功能丰富的IC，这些IC支持数十亿电子设备，这些设备几乎遍及全球经济的每个部门。凭借专业的代工制造工艺、包含数千个IP的库以及差异化的晶体管和器件技术，他们为包括IC设计领域的全球领导者在内的广泛客户提供服务，并针对功能、性能和功率提供优化的解决方案，推动关键长期增长终端市场的关键应用的需求。作为唯一一家在全球范围内不设在中国的规模化纯代工厂，他们帮助客户降低地缘政治风险并提供更大的供应链确定性。
发行价格：
--
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Technology跌3.58%。消息面上，中国银河证券研究认为，下游客户四大CSP厂商资本开支向AI算力基础设施逐级传导，2026年第一季度，谷歌、亚马逊、微软、Meta四家厂商合计资本开支指引上限接近7250亿美元，较2024年增长约165%，且未来增长预期仍居高。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/Mjg1NzQ1OGJhMDJiZWVjMjcxYjFlYjJjMTY3ODIxNTA4Njc=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/Mjg1NzQ1OGJhMDJiZWVjMjcxYjFlYjJjMTY3ODIxNTA4Njc=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300342","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":["BK4141","LNOK","LU2272731782.SGD","LU2290526834.HKD","BK4547","LU1548497426.USD","LU2089985449.USD","LU0719512351.SGD","MXL","GLW","LU2272731865.HKD","LU2322448957.HKD","LU1720051108.HKD","GFS","LU2322448791.USD","LU2357305700.SGD","BK4588","BK4512","LU0082616367.USD","NOK","BK4605","IE00BMPRXN33.USD","LU0053671581.USD","LU1861220033.SGD","LU1720051017.SGD","LU2931357623.SGD","IE0009354923.USD","CRDO","BK4148","LU2272731600.USD","IE00BFMHRM44.USD","BK4585","LU1992135399.USD","BK4020","LU2360107168.USD","LU2473716301.USD","LU1861215975.USD","LU1992135472.HKD","LU0274383776.USD","IE00BMPRXR70.SGD","CRDU","LU0348723411.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634238862","title":"GF称AMD、英特尔、高通有望受益于服务器CPU超级周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2634238862","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634238862?lang=zh_cn&edition=full","pubTime":"2026-05-11 22:45","pubTimestamp":1778510700,"startTime":"0","endTime":"0","summary":"芯片代工厂商GlobalFoundries近日表示，受AI推理与智能体应用需求激增驱动，服务器CPU市场正迎来结构性增长的“超级周期”，AMD、英特尔和高通有望成为主要受益者。GlobalFoundries已将AI服务器CPU视为关键增长驱动力，并承诺将50%的自由现金流回馈股东。AMD管理层将2030年服务器CPU市场总规模预期从此前的600亿美元上调至1200亿美元。分析师认为，这轮需求增长具有结构性特征，而非短期波动，服务器CPU已重新进入长期增长通道。","market":"sg","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/2026-05-11/doc-inhxpxxf0367779.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":["LU1084165304.USD","GFS","IE00BSNM7G36.USD","BK4604","SG9999015952.SGD","BK4512","LU2543165471.USD","BK4543","LU2098885051.SGD","LU0079474960.USD","LU2458330169.SGD","LU1316542783.SGD","BK4614","LU1803068979.SGD","BK4605","LU2106854487.HKD","LU1861558580.USD","DAMD","BK4573","LU0081259029.USD","AMDG","LU2054465674.USD","LU2931357623.SGD","LU1261432733.SGD","LU0109392836.USD","LU2023250504.SGD","LU1496350502.SGD","LU0823434740.USD","AMUU","BK4575","SG9999001424.SGD","LU1917777945.USD","AMDW","LU2089985449.USD","BK4527","AMDY","QCMU","AMD","BK4585","LU1244550577.SGD","LU0889565833.HKD","AMYY","SG9999015978.USD","LU0061475181.USD","LINT","LU0390134368.USD","BK4612","LU2458330243.SGD","QCOM","LU0082616367.USD","INTW","BK4141","LU1951198990.SGD","IE000M9KFDE8.USD","LU1242518931.SGD","LU0868494617.USD","LU1046421795.USD","SG9999002224.SGD","LU1244550494.USD","LU1244550221.USD","SG9999015945.SGD","AMDS","BK4554","LU2264538146.SGD","AMDL","LU1242518857.USD","LU0321505868.SGD","LU2148611432.USD","AMDU","BK4533","BK4581","SG9999015986.USD","LU0823421333.USD","LU1951200564.SGD","LU2360106780.USD","BK4566","LU0097036916.USD","LU1989764664.SGD","LU1035775433.USD","IE00BMPRXR70.SGD","GB00BDT5M118.USD","LU0823421416.USD","LU0823434583.USD","IE0009356076.USD","LU1974910355.USD","LU0868494708.USD","LU1823568750.SGD","LU0127658192.USD","LU1880398554.USD","LU2355687059.USD","LU1119994496.HKD","IE00BMPRXN33.USD","BK4588","QCMD","LU0056508442.USD","LU2860962120.EUR","BK4602","BK4534","LU1852331112.SGD","LU0642271901.SGD","BK4532","LU0274383776.USD","LU0979878070.USD","BK4535","BK4515","LU2250418816.HKD","BK4550","LU1988902786.USD","04335","BK4598","IE0004445239.USD","BK4529","LU1064131342.USD","LU0719512351.SGD","LU0198837287.USD","IE00BGHQDM52.EUR","LU1923623000.USD","LU0321505439.SGD","IE00BVYPNQ40.USD","IE00BVYPNP33.GBP","QCML","BK4561","BK4579","AMDD","IE00B5949003.HKD","LU1880398471.USD","SG9999002232.USD","LU1861559042.SGD","LU1303367103.USD","INTC","LU2247934214.USD","LU1069344957.HKD","LU0942090050.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634492377","title":"AI正在改写模拟芯片周期：这一次不只是“补库存”","url":"https://stock-news.laohu8.com/highlight/detail?id=2634492377","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634492377?lang=zh_cn&edition=full","pubTime":"2026-05-09 14:46","pubTimestamp":1778309185,"startTime":"0","endTime":"0","summary":"更重要的是，AI数据中心建设正在把模拟芯片从传统的汽车、工业周期故事，推向“电源与互连内容量提升”的新叙事。这也是本轮行情与过去几轮模拟芯片周期最大的不同。报告称，未来12至24个月，AI机架电源架构变化将成为模拟芯片领域最重要的结构性变量之一。报告提示，最大的看空论据是：模拟半导体可能只是深度调整后的正常补库存，而非持续性终端需求复苏。此外，AI数据中心自身也存在融资和执行风险。","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/1439857.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":["RNECY","BK4535","TXN","NXPI","BK4588","ADI","GFS","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1108159117","title":"异动解读 | GLOBALFOUNDRIES盘中大涨5.94%，Q1业绩超预期叠加半导体板块强势","url":"https://stock-news.laohu8.com/highlight/detail?id=1108159117","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1108159117?lang=zh_cn&edition=full","pubTime":"2026-05-09 03:44","pubTimestamp":1778269488,"startTime":"0","endTime":"0","summary":"GLOBALFOUNDRIES Inc.（股票代码：GFS）今日盘中大涨5.94%，引起了市场的广泛关注。消息面上，公司近日发布的一季度财报表现超预期，叠加多家分析师上调目标价，持续提振市场情绪。具体来看，公司Q1非IFRS每股收益0.40美元，高于市场预期的0.35美元；营收16.3亿美元，同比增长约2.5%。其中，数据中心业务收入同比飙升32%，硅光子业务加速扩张。Q2指引方面，公司预计营收17.6亿美元（±2500万），高于华尔街预期的17.4亿美元。摩根士丹利将目标价从58美元上调至65美元。此外，当日半导体板块整体走强，行业联动亦对股价形成支撑。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GFS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136209627","title":"异动解读 | GLOBALFOUNDRIES Inc. 盘中大涨5.12%，因宣布高额股东回报计划及量子计算合作利好","url":"https://stock-news.laohu8.com/highlight/detail?id=1136209627","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1136209627?lang=zh_cn&edition=full","pubTime":"2026-05-08 00:36","pubTimestamp":1778171795,"startTime":"0","endTime":"0","summary":"半导体制造商GLOBALFOUNDRIES Inc. 今日盘中股价大幅上涨5.12%，引起了市场广泛关注。消息面上，公司于盘中宣布了一项新的资本回报目标，计划在完成必要投资后，将过去12个月滚动计算的非IFRS调整后自由现金流的最高50%返还给股东。Quantum Motion近期成功筹集1.6亿美元资金，致力于利用标准硅晶体管制造量子计算机，而GLOBALFOUNDRIES正是其关键的制造合作伙伴。此项合作凸显了GLOBALFOUNDRIES在先进制造领域的战略地位，为市场对其未来在量子计算等高增长领域的业务前景提供了乐观预期。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GFS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136759338","title":"GLOBALFOUNDRIES Inc. 目标将过去12个月非IFRS调整后自由现金流的50%在投资后返还股东","url":"https://stock-news.laohu8.com/highlight/detail?id=1136759338","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1136759338?lang=zh_cn&edition=full","pubTime":"2026-05-07 23:29","pubTimestamp":1778167755,"startTime":"0","endTime":"0","summary":"GLOBALFOUNDRIES Inc. 宣布了一项新的资本回报目标，计划在完成必要投资后，将过去12个月滚动计算的非IFRS调整后自由现金流的最高50%返还给股东。\n这一举措彰显了公司对股东价值回报的坚定承诺，同时确保了业务增长所需的战略性投资。通过平衡资本配置，GLOBALFOUNDRIES Inc. 旨在实现可持续的财务增长与稳健的股东回报并行。\n","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","GFS","BK4588","BK4141","BK4605"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106217145","title":"异动解读 | 格罗方德半导体盘中大跌5.32%，财报超预期后盘前涨幅回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1106217145","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1106217145?lang=zh_cn&edition=full","pubTime":"2026-05-06 23:15","pubTimestamp":1778080539,"startTime":"0","endTime":"0","summary":"格罗方德半导体(GFS)今日盘中大跌5.32%，引起了市场的关注。消息面上，该公司此前公布了超预期的第一季度财报，推动股价在盘前交易中大幅上涨，但进入常规交易时段后，投资者获利了结，导致股价回吐了盘前的全部涨幅。根据相关报道，格罗方德半导体第一季度非IFRS每股收益为0.40美元，超出市场预期的0.35美元；净收入16.3亿美元，同比增长约2.5%。公司对第二季度的收入指引也高于分析师预期。尽管财报表现强劲，且多家投行上调了其目标价，但股价在盘前大涨后未能维持涨势，在盘中出现回调。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GFS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121347705","title":"美股异动 | 费城半导体指数续涨超3%，AMD暴涨20%，ARM涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121347705","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1121347705?lang=zh_cn&edition=full","pubTime":"2026-05-06 21:43","pubTimestamp":1778074996,"startTime":"0","endTime":"0","summary":"5月6日，费城半导体指数盘初续涨超3%，年内累涨60%；$AMD(AMD)$绩后暴涨20%，ARM涨超10%，$台积电(TSM)$涨近5%，$英特尔(INTC)$涨超4%，$美光科技(MU)$、$英伟达(NVDA)$涨超2%。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9fe68fb5bc589e0fb90ade8f66311176","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":["LU1880398554.USD","LU0823421333.USD","AMDD","LU0274383776.USD","BK4573","LU1242518931.SGD","BK4141","ARMW","LU0198837287.USD","BK4512","BK4575","LU1242518857.USD","BK4614","BK4554","LU0348723411.USD","BK4585","LU2931357623.SGD","ARM","LU1303367103.USD","ARMG","DAMD","LU1880398471.USD","BK4529","LU2543165471.USD","GFS","AMDY","IE00BMPRXR70.SGD","BK4532","IE0009356076.USD","AMD","BK4543","LU0979878070.USD","BK4605","LU0823421416.USD","AMDU","LU0109392836.USD","LU2098885051.SGD","LU2360106780.USD","AMUU","LU1861558580.USD","LU1923623000.USD","BK4534","LU1852331112.SGD","LU2089985449.USD","BK4612","LU1316542783.SGD","LU2054465674.USD","BK4566","LU0823434583.USD","LU1951198990.SGD","LU0889565833.HKD","IE00BMPRXQ63.HKD","LU2458330169.SGD","LU0719512351.SGD","ARMU","LU2860962120.EUR","IE00B5949003.HKD","IE0004445239.USD","LU1861559042.SGD","AMDG","LU1989764664.SGD","LU2355687059.USD","LU1988902786.USD","LU0056508442.USD","LU0823434740.USD","AMDL","BK4609","LU0081259029.USD","LU2250418816.HKD","AMYY","LU0127658192.USD","LU2458330243.SGD","LU0390134368.USD","LU0642271901.SGD","SOX","LU1064131342.USD","AMDS","LU0082616367.USD","IE00BMPRXN33.USD","LU1951200564.SGD","BK4588","LU1803068979.SGD","LU2264538146.SGD","AMDW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1199335944","title":"美股盘前｜美伊接近达成停战备忘录，国际油价重挫；AMD绩后飙升18%，超微电脑涨超13%；康宁飙涨20%，Hut 8涨超29%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199335944","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1199335944?lang=zh_cn&edition=full","pubTime":"2026-05-06 20:06","pubTimestamp":1778069204,"startTime":"0","endTime":"0","summary":"消息人士称，这是自战争爆发以来双方最接近达成协议的一次。按照目前版本，该备忘录将宣布地区战争结束，并启动为期30天的谈判期，以达成一项详细协议，内容包括开放海峡、限制伊朗核计划以及美国解除制裁。受此消息影响，国际油价大幅跳水。预计第二季度营收112亿美元，上下浮动3亿美元，超出预期的105亿美元。第一季度减肥明星药物Wegovy销售额为182.35亿丹麦克朗，市场预估为173.96亿丹麦克朗。","market":"us","thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9fe68fb5bc589e0fb90ade8f66311176","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":["LU2322448791.USD","GFS","LU0348723411.USD","BK4512","BK4543","LU1548497426.USD","LU2098885051.SGD","DAPP","LU2458330169.SGD","LU1316542783.SGD","LU2357305700.SGD","DDM",".DJI","BK4614","PXJ","USOI","LU1803068979.SGD","DOG","IXC","BK4605","UGA","LU1861558580.USD","XES","DAMD","BK4573","LU0081259029.USD","AMDG","SPXL","LU2272731782.SGD","SPXU","SPYQ","LU2054465674.USD","DIA","LU2931357623.SGD","LU0109392836.USD","SMCL",".SPX","LU0053671581.USD","LU0823434740.USD","LU2473716301.USD","AMUU","BK4575","GUSH","VDE","DUG","AMDW","LU2089985449.USD","SMAX","AMDY","MMAX","BK4148","HIBL","SMCZ","SMCC","OIH","AMD","BK4585","LU0889565833.HKD","AMYY","DBO","BWET","LU0390134368.USD","BK4612","LU2458330243.SGD","LU0082616367.USD","BK4141","DBE","LU1951198990.SGD","LU1242518931.SGD","YSPY","AMDS","SPXS","BK4554","IEO","LU2264538146.SGD","AMDL","LU1242518857.USD","LU2272731865.HKD","BK4170","LU2272731600.USD","DRIP","IVV","AMDU","LU1992135472.HKD","LU0823421333.USD","SMCY","LU1951200564.SGD","LU2360106780.USD","BK4566","LU1720051017.SGD","LU1720051108.HKD","LU1989764664.SGD","IE00BMPRXR70.SGD","LU0823434583.USD","LU0823421416.USD","DIG","IE0009356076.USD","OILT","SPUU","DRLL","UDOW","LU0127658192.USD","LU1880398554.USD","LU2355687059.USD","LU1992135399.USD","IE00BMPRXN33.USD","BK4588","LU0056508442.USD","LU2860962120.EUR","BNO","BK4534","LU1852331112.SGD","LU0642271901.SGD","BK4532","CNAV","OILK","USL","ERX","LU0274383776.USD","SPYM","SDOW",".IXIC","LU0979878070.USD","SPY","SMCX","LU2250418816.HKD","SH","DMAX","LU1988902786.USD","DBC","SDS","VOO","IE0004445239.USD","UPRO","BK4529","LU1064131342.USD","LU1861215975.USD","LU1861220033.SGD","LU0719512351.SGD","FTXN","LU0198837287.USD","SPYU","LU1923623000.USD","SMCI","IE00BFMHRM44.USD","SSO","OILU","USE","AMDD","SPDN","LU2322448957.HKD","IE00B5949003.HKD","LU1880398471.USD","BK4570","LU1861559042.SGD","SMYY","LU1303367103.USD","SPYH","DXD","GLW"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1156255845","title":"异动解读 | GLOBALFOUNDRIES盘前大涨5.28%，Q1业绩超预期叠加多家投行上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1156255845","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1156255845?lang=zh_cn&edition=full","pubTime":"2026-05-06 19:16","pubTimestamp":1778066165,"startTime":"0","endTime":"0","summary":"GLOBALFOUNDRIES Inc.今日盘前股价大涨5.28%，引起了市场的广泛关注。消息面上，公司公布的第一季度财报表现强劲，超出市场预期。此外，公司对第二季度的业绩指引同样乐观，预计收入将在17.4亿至17.9亿美元之间，高于市场预期的17.4亿美元。公司的数据中心业务收入同比大幅增长32%，硅光子业务的扩张也成为增长亮点。与此同时，多家华尔街投行在今日上调了GLOBALFOUNDRIES的目标股价。此外，Cantor Fitzgerald将公司评级从中性上调至超配，并将目标价定为80美元。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GFS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171808479","title":"预测服务器CPU市场5年5倍！瑞银：ARM是最大收益者，AMD次之，最后是英特尔","url":"https://stock-news.laohu8.com/highlight/detail?id=1171808479","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1171808479?lang=zh_cn&edition=full","pubTime":"2026-05-06 11:41","pubTimestamp":1778038915,"startTime":"0","endTime":"0","summary":"服务器CPU的潜在市场规模，将从2025年的约300亿美元，增长至2030年的约1700亿美元，五年涨幅接近5倍。分析师明确给出排名：ARM是服务器CPU侧最大受益者，其次是$AMD$，再次是$英特尔$——但三者均将受益。该行预计，到2030年，ARM将占据头节点CPU市场75%以上的份额。报告援引AMD在2025年11月分析师日的表态：AMD预计服务器CPU市场将从2025年的260亿美元增长至2030年的约600亿美元，其中AI驱动的CPU将占2030年市场的约50%；AMD预计自身在总市场的份额将超过50%。","market":"us","thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c8f2347547929280843b5fdfe1243ecd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771615","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"预测服务器CPU市场5年5倍！瑞银：ARM是最大收益者，AMD次之，最后是英特尔","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["LU0823434740.USD","IE0004445239.USD","LU0348723411.USD","BK4141","BK4602","LU2458330169.SGD","LU0274383776.USD","IE00BMPRXQ63.HKD","INTC","BK4609","LU2543165471.USD","LU0823434583.USD","LU2250418816.HKD","LU0390134368.USD","DAMD","LU1880398554.USD","LU0097036916.USD","LU1951200564.SGD","AMD","LU1316542783.SGD","LU0823421333.USD","BK4566","BK4579","LU0889565833.HKD","BK4614","LU0198837287.USD","LU0109392836.USD","BK4612","LU0082616367.USD","BK4543","BK4529","ARMG","LU1242518931.SGD","LU1861558580.USD","AMDY","LU1923623000.USD","LU2098885051.SGD","LINT","BK4605","IE00BMPRXN33.USD","LU0321505868.SGD","ARMW","BK4533","LU0321505439.SGD","LU1861559042.SGD","LU2931357623.SGD","LU1303367103.USD","ARMU","LU1951198990.SGD","AMDU","LU0642271901.SGD","LU2054465674.USD","BK4585","LU0081259029.USD","BK4534","BK4512","LU1242518857.USD","LU1852331112.SGD","LU2148611432.USD","BK4588","AMYY","LU1803068979.SGD","BK4527","IE00BMPRXR70.SGD","BK4535","BK4550","BK4515","LU1064131342.USD","AMDG","LU2360106780.USD","LU0979878070.USD","LU2458330243.SGD","IE000M9KFDE8.USD","IE00B5949003.HKD","IE0009356076.USD","BK4532","INTW","AMDW","LU0823421416.USD","LU2089985449.USD","LU1989764664.SGD","GFS","AMDD","AMUU","LU2355687059.USD","LU2264538146.SGD","LU1988902786.USD","AMDL","ARM","LU1880398471.USD","BK4573","LU0127658192.USD","BK4554","LU0056508442.USD","BK4575","AMDS","LU2860962120.EUR","LU0719512351.SGD"],"isVideo":true,"video":{"duration":53,"video_url":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/b62a44055145403725769307462/3kmnbwze6nsA.mp4","video_thumbnail":"https://static.tigerbbs.com/998b0b132833aaef5fb11d759f96a187"},"gpt_icon":1},{"id":"1130751907","title":"异动解读 | 第二季度营收指引强劲，格罗方德盘中大涨9.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130751907","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1130751907?lang=zh_cn&edition=full","pubTime":"2026-05-06 03:48","pubTimestamp":1778010496,"startTime":"0","endTime":"0","summary":"GLOBALFOUNDRIES Inc. 今日盘中大涨9.03%，引起了市场的广泛关注。消息面上，专业芯片制造商格罗方德发布了强劲的第二季度业绩指引，预计营收将超出华尔街预期。公司表示，受全球数据中心部署加速推动，其第二季度营收预计约为17.6亿美元，高于市场普遍预期的17.4亿美元。同时，公司第一季度营收为16.3亿美元，符合市场预期，非国际财务报告准则每股收益同比增长18%至0.40美元，超出市场预期。格罗方德专注于射频芯片和硅光子学等细分领域，并从中受益。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GFS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633594152","title":"格芯(GFS)股价涨近5% 业绩指引超预期 明确全年盈利目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2633594152","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633594152?lang=zh_cn&edition=full","pubTime":"2026-05-05 22:50","pubTimestamp":1777992633,"startTime":"0","endTime":"0","summary":"消息面上，公司披露的2026年二季度业绩指引优于市场预期，市场对其后续盈利表现信心提升。一季度，格芯核心业绩表现稳健，非国际财务报告准则每股收益同比激增18%至0.40美元，超出市场预估；营收同比增长3%至16.3亿美元，与市场预期持平，各项盈利指标均达到或超出此前指引上限。公司同时明确全年目标，预计2026年底毛利率将达30%及以上，非国际财务报告准则资本支出计划占营收的15%至20%，为长期盈利增长奠定基础。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/Yzk2MTU4OTVjMjIwMzU3MzgyMjUzNg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/Yzk2MTU4OTVjMjIwMzU3MzgyMjUzNg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300069","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":null,"symbols":["BK4585","GFS","BK4588","BK4141","BK4605"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633455049","title":"站在“光”里！格芯(GFS.US)Q1盈利、指引超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2633455049","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633455049?lang=zh_cn&edition=full","pubTime":"2026-05-05 21:08","pubTimestamp":1777986506,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周二美股盘前，专业芯片制造商格芯公布第一季度业绩。数据显示，该公司Q1营收为16.3亿美元，同比增长3%，符合市场预期;非国际财务报告准则每股收益为0.40美元，同比增长18%，超出市场预期。展望未来，格芯表示2026年第二季度Non-IFRS每股收益预期中值为0.43美元，营收预期中值为17.6亿美元，市场普遍预期分别为0.41美元、17.4亿美元。截至发稿，格芯盘前涨近3%。","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://www.zhitongcaijing.com/content/detail/1438217.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"站在“光”里！格芯(GFS.US)Q1盈利、指引超预期","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["GFS","BK4585","BK4141","BK4605","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168871381","title":"异动解读 | 获Cantor 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Fitzgerald将其股票评级从中性上调至超配，并将目标价由50美元大幅上调至80美元，较当时股价仍有显著的上行空间。这一积极的上调动作直接提振了市场对GLOBALFOUNDRIES的投资信心。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GFS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136022396","title":"异动解读 | GLOBALFOUNDRIES夜盘大涨5%，获Cantor Fitzgerald上调评级至超配","url":"https://stock-news.laohu8.com/highlight/detail?id=1136022396","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1136022396?lang=zh_cn&edition=full","pubTime":"2026-05-05 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