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北京优虎网络科技有限公司
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大行评级丨高盛：上调台积电ADR目标价至600美元，市场持续供不应求
格隆汇 · 09:08
大行评级丨高盛：上调台积电ADR目标价至600美元，市场持续供不应求
SemiAnalysis再度盘前爆料：英伟达Kyber NVL144机架延迟超12个月，因“PCB中板制造困难”
华尔街见闻 · 08:13
SemiAnalysis再度盘前爆料：英伟达Kyber NVL144机架延迟超12个月，因“PCB中板制造困难”
打不过就加入 微软Edge 150稳定版正式开放谷歌账号登录
快科技 · 00:51
打不过就加入 微软Edge 150稳定版正式开放谷歌账号登录
沙特阿拉伯标普全球6月综合采购经理人指数为53.3，5月该数值为52.8。
智通财经 · 07-05 12:15
沙特阿拉伯标普全球6月综合采购经理人指数为53.3，5月该数值为52.8。
撞期DS V4 谷歌Gemini 3.5 Pro大模型被指17日发布：性能显著提升
快科技 · 07-05 11:27
撞期DS V4 谷歌Gemini 3.5 Pro大模型被指17日发布：性能显著提升
英伟达首席执行官黄仁勋：一座基于英伟达架构的 1 吉瓦人工智能算力工厂造价或将接近 1000 亿美元。
智通财经 · 07-05 09:51
英伟达首席执行官黄仁勋：一座基于英伟达架构的 1 吉瓦人工智能算力工厂造价或将接近 1000 亿美元。
市场消息：微软持有 OpenAI 约 27% 的股份，双方达成投资协议时，OpenAI 估值约 1350 亿美元。
智通财经 · 07-05 08:32
市场消息：微软持有 OpenAI 约 27% 的股份，双方达成投资协议时，OpenAI 估值约 1350 亿美元。
微软正整合旗下面向个人用户与企业用户的两款Copilot人工智能聊天机器人，将二者合并为一款统一应用，以此打造更具竞争力
智通财经 · 07-05 03:32
微软正整合旗下面向个人用户与企业用户的两款Copilot人工智能聊天机器人，将二者合并为一款统一应用，以此打造更具竞争力
SemiAnalysis：在英伟达系统中的内存支出占比到2026年底将超过30% 并在2027年超过40%
格隆汇 · 07-04 15:27
SemiAnalysis：在英伟达系统中的内存支出占比到2026年底将超过30% 并在2027年超过40%
曝谷歌Pixel系列手机将迎重大底层升级 Linux内核有望更新
IT之家 · 07-04 14:58
曝谷歌Pixel系列手机将迎重大底层升级 Linux内核有望更新
SRAM，再续生机
格隆汇 · 07-04 11:36
SRAM，再续生机
专注于半导体与AI基础设施的顶级研究机构SemiAnalysis发文称内存占超大规模数据中心资本支出的比例引发了大量讨论
智通财经 · 07-04 08:40
专注于半导体与AI基础设施的顶级研究机构SemiAnalysis发文称内存占超大规模数据中心资本支出的比例引发了大量讨论
SemiAnalysis：将DRAM、NAND 和HBM结合起来，在英伟达系统中的内存支出占比到2026年底将超过30%
智通财经 · 07-04 08:36
SemiAnalysis：将DRAM、NAND 和HBM结合起来，在英伟达系统中的内存支出占比到2026年底将超过30%
AI产业链涨价潮背后：成本与产能双重推动 模拟芯片迎来新机遇
澎湃新闻 · 07-04 07:37
AI产业链涨价潮背后：成本与产能双重推动 模拟芯片迎来新机遇
从Meta云化到英伟达“算力分成”，乐观派看到的是“AI算力即资本”周期
智通财经 · 07-04 07:20
从Meta云化到英伟达“算力分成”，乐观派看到的是“AI算力即资本”周期
数据显示，今年英伟达 Blackwell 200 芯片租赁价格上涨约 20%；而英伟达旧款芯片过去一年涨幅超 20%，近
智通财经 · 07-04 03:33
数据显示，今年英伟达 Blackwell 200 芯片租赁价格上涨约 20%；而英伟达旧款芯片过去一年涨幅超 20%，近
市场误判？报道：台积电CoPoS首代或不采用玻璃基板，且从未考虑使用玻璃中介层
华尔街见闻 · 07-04 02:09
市场误判？报道：台积电CoPoS首代或不采用玻璃基板，且从未考虑使用玻璃中介层
市场消息：三星、Dunamu 等韩国公司澄清，未经协商就被列入 OUSD 稳定币联盟
链捕手 · 07-03 23:21
市场消息：三星、Dunamu 等韩国公司澄清，未经协商就被列入 OUSD 稳定币联盟
“大空头”半导体板块看空名单再添一员！伯里做空美光，警告周期性高点已超互联网泡沫时期
智通财经 · 07-03 22:43
“大空头”半导体板块看空名单再添一员！伯里做空美光，警告周期性高点已超互联网泡沫时期
微软10年没干成的事，这些城市跑步入场
智通财经 · 07-03 22:34
微软10年没干成的事，这些城市跑步入场
暂无数据
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并在2027年超过40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648696146","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648696146?lang=zh_cn&edition=full","pubTime":"2026-07-04 15:27","pubTimestamp":1783150072,"startTime":"0","endTime":"0","summary":"7月4日，专注于半导体与AI基础设施的顶级研究机构SemiAnalysis发文称，内存占Hyperscaler资本支出的比例引发了大量讨论，尤其是在上周美光科技财报发布后。一些市场参与者对明年这一比例可能有多高感到震惊。五月份，在价格上涨速度甚至超出预期之后，我们直接回应：将DRAM、NAND 和HBM结合起来，在英伟达系统中的内存支出占比到2026年底将超过30%，并在2027年超过40%。我们预计，未来几个月市场将更充分地理解这一趋势。","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":"https://usstock.jrj.com.cn/2026/07/04152757702790.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":"jinrongjie_highlight","symbols":["LU2462157665.USD","LU0187121727.USD","LU1917777945.USD","LU2125909247.SGD","LU2237438978.USD","LU0096362180.USD","SOXX","LU0158827948.USD","WISE","IE00B7KXQ091.USD","LU2089283258.USD","LU0787776722.HKD","LU2111349929.HKD","IE00BHPRN162.USD","IE00BK4W5M84.HKD","FDTX","LU1778281490.HKD","LU1868836757.USD","SG9999014880.SGD","HK0000914660.USD","LU2168563687.JPY","LU1267930813.SGD","LU0823414551.USD","LU1280957306.USD","IE000Q6AESB8.SGD","BK4575","LU2458330243.SGD","LU1989764748.USD","LU1983260115.SGD","NVDS","LU0354030511.USD","LU2213496289.HKD","PSI","LU0096364046.USD","LU0234570918.USD","BK4608","SG9999015945.SGD","LU0689626769.HKD","IE00BYXW3230.USD","LU0472753341.HKD","AGOX","LU2552382215.SGD","LU0211328371.USD","IE00BQXX3D17.EUR","IE00BKDWB100.SGD","SG9999014914.USD","IE00B4YYXB79.USD","LU1551013425.SGD","LU2265009873.SGD","LU0203347892.USD","LU2089284900.SGD","LU2247934214.USD","BK4549","LU1323610961.USD","LU1815336760.USD","SG9999014906.USD","LU0175139822.USD","LU0238689110.USD","LU2063271972.USD","LU2237443465.HKD","NVIW.SI","LU1721428933.USD","LU0154236417.USD","LU0444971666.USD","LU1244550494.USD","LU0957791311.USD","LU2413666426.HKD","HK0000306685.HKD","LU2322448791.USD","SG9999014567.USD","NVDA","BK4529","IE0003U64NQ7.SGD","LU2931357623.SGD","LU0882574139.USD","IE00BMPRXN33.USD","MUU","LU0061475181.USD","LU2462591277.SGD","IE00BDRTCR15.USD","LU0345768153.USD","IE00B775SV38.USD","NVDQ","LU0094547139.USD","LU1852331112.SGD","LU2403377893.USD","LU1791710400.SGD","LU2430703095.HKD","IE00BZ1G4Q59.USD","LU2756315318.SGD","LU2463028550.USD","LU2471134523.USD","LU0289960550.SGD","BK4543","LU2028103732.USD","LU0081259029.USD","LU0072462426.USD","LU2420271590.USD","LU2065170008.USD","IE00B19Z3581.USD","LU2552382132.HKD","IE00BWXC8680.SGD","LU1066053197.SGD","LU1861220033.SGD","LU1839511570.USD","LU3102509885.SGD","LU0345769128.USD","LU2322448957.HKD","FTEC","LU2191332357.HKD","IE000W1ABFV2.USD","LU2237443549.SGD","IE00B19Z9505.USD","IE00BFSS7M15.SGD","LFGY","LU1951198990.SGD","LU2505996681.GBP","LU0251132253.USD","IE00B3SWFQ91.USD","LU1119994496.HKD","IE00BDCRKT87.USD","LU1935042488.USD","LU2168564149.EUR","CGGO","LU1923623000.USD","3NVD.UK","VT","TEK","LU0708995401.HKD","LU0494093205.USD","LU0788109477.HKD","LU0320765059.SGD","LU0965508806.USD","LU2491050071.SGD","LU1992135399.USD","LU2023251221.USD","SPTE","LU2168564065.EUR","SMHX","LU2417539215.USD","LU2592432038.USD","IE0004086264.USD","LU2471134879.HKD","IE000M9KFDE8.USD","ROM","LU1366192091.USD","IE0002270589.USD","LU0310800379.SGD","BK4533","LU0323239441.USD","BK4553","IE00BJJMRX11.SGD","LU0061474705.USD","LU1066051498.USD","IE00B3S45H60.SGD","LU0097036916.USD","LU1923622291.USD","LU0276348264.USD","LU1989772923.USD","SHOC","IE00BJTD4V19.USD","LU2746668974.SGD","LU2065171402.SGD","LU0942090050.USD","IE00BZ199S13.USD","LU0820561818.USD","LU0109391861.USD","LU1989772840.SGD","LU1935043023.USD","SG9999018857.SGD","LU2048586759.USD","LU2461242641.AUD","BK4588","LU2272731865.HKD","LU2237957902.USD","LU0029864427.USD","LU0289961442.SGD","LU0708994859.HKD","LU0256863811.USD","SG9999015952.SGD","LU1261432733.SGD","LU2106854487.HKD","LU2413666699.HKD","LU0889566641.SGD","NVD","LU1934455863.HKD","LU0323240290.USD","LU1496350502.SGD","LU0792757196.USD","HK0000304797.USD","LU1699723380.USD","ARTY","LU2286300806.USD","BK4503","IE0034235188.USD","LU0868494708.USD","LU2242650005.HKD","LU0080751232.USD","LU1868837136.USD","LU2602419157.SGD","LU2211815571.USD","BK4512","LU1037948541.HKD","LU1935042215.USD","LU0316494557.USD","LU0823434740.USD","LU1435385759.SGD","LU1868836914.USD","NULC","LU1923622614.USD","LU0158827781.USD","NVDL","LU0289739343.SGD","SG9999014575.USD","LU0138981039.USD","LU2264538146.SGD","LU2092937148.SGD","LU2361045086.USD","LU2458330169.SGD","LU0943347566.SGD","LU2237443978.SGD","SG9999000418.SGD","IE00BMPRXR70.SGD","LU1066051225.USD","IE00BFSS8Q28.SGD","METV","NVDO","LU0133085943.USD","LU1035775433.USD","SNVD.UK","LU1674673428.USD","LU0310799852.SGD","LU1244550577.SGD","HK0000819398.USD","NVYY","LU2023250504.SGD","LU2087625088.SGD","LU1821325948.USD","LU2543165471.USD","IE00B1BXHZ80.USD","LU0266013472.USD","LU1629891620.HKD","TTEQ","NVDB","LU0056508442.USD","IE0004445015.USD","SOXY","IE00B19Z3B42.SGD","LU1571399168.USD","LU0511384066.AUD","LU0557290698.USD","SG9999015978.USD","LU1316542783.SGD","NVDW","XNTK","LU1951200564.SGD","HK0000320264.USD","LU0011850046.USD","BK4550","ILDR","LU2487616109.SGD","TRFK",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"gpt_icon":0},{"id":"2648679676","title":"市场误判？报道：台积电CoPoS首代或不采用玻璃基板，且从未考虑使用玻璃中介层","url":"https://stock-news.laohu8.com/highlight/detail?id=2648679676","media":"华尔街见闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648679676?lang=zh_cn&edition=full","pubTime":"2026-07-04 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等韩国公司澄清，未经协商就被列入 OUSD 稳定币联盟","url":"https://stock-news.laohu8.com/highlight/detail?id=2648664239","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648664239?lang=zh_cn&edition=full","pubTime":"2026-07-03 23:21","pubTimestamp":1783092063,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 The Block 报道，三星电子、Dunamu（Upbit 母公司）以及其他几家韩国公司被列入 Open Standard 的 OUSD 稳定币联盟成员名单，但多家公司表示并未正式同意参与。\n\n三星电子相关负责人告诉韩国媒体，他们并未收到正式咨询，也不知道自己将扮演什么角色。Shinhan Financial Group、Dunamu 和 Kbank 表示，仅回复“会研究此事”，随后名字就被列入名单。还有公司称自己只是随意回复“如果顺利会考虑”，却发现已被列入，感到困惑。\n\nOpen Standard 本周宣布由 Visa、Mastercard、贝莱德等超过 140 家机构组成的联盟，计划年内推出 OUSD 稳定币。 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