应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。
关闭
TSM 台积电
已收盘 05-21 16:00:00 EDT
407.15
+5.53
+1.38%
盘后
408.38
+1.23
+0.30%
19:59 EDT
最高
411.46
最低
399.51
成交量
893.79万
今开
399.51
昨收
401.62
日振幅
2.98%
总市值
2.11万亿
流通市值
1.90万亿
总股本
51.87亿
成交额
36.27亿
换手率
0.19%
流通股本
46.71亿
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
--
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
YieldMax TSM期权收入策略ETF宣布每周派息0.1659美元
环球市场播报 · 02:14
YieldMax TSM期权收入策略ETF宣布每周派息0.1659美元
再谈谈CPO！
格隆汇 · 05-21 09:11
再谈谈CPO！
芯片股盘初多股走强 兆易创新(03986)涨5.15%、澜起科技(06809)涨4.34%
金吾财讯 · 05-20 09:44
芯片股盘初多股走强 兆易创新(03986)涨5.15%、澜起科技(06809)涨4.34%
美股半导体板块整体承压下行 高通(QCOM)大跌5.34% 存储厂商扩产意愿受限
金吾财讯 · 05-19 22:40
美股半导体板块整体承压下行 高通(QCOM)大跌5.34% 存储厂商扩产意愿受限
涨价潮蔓延至电源管理芯片 多厂商计划调价
中国经营报 · 05-19 17:33
涨价潮蔓延至电源管理芯片 多厂商计划调价
苹果重投英特尔怀抱代工M7、A21芯片！华尔街直言：订单太少 根本动摇不了台积电
快科技 · 05-19 11:42
苹果重投英特尔怀抱代工M7、A21芯片！华尔街直言：订单太少 根本动摇不了台积电
大小摩一起喊：长协（LTA）推动存储公司重估，市场尚未完全定价
华尔街见闻 · 05-19 11:14
大小摩一起喊：长协（LTA）推动存储公司重估，市场尚未完全定价
科技投资大佬Gavin Baker：台积电每季仅扩产5%，保守策略避免了AI行业出现泡沫
格隆汇 · 05-19
科技投资大佬Gavin Baker：台积电每季仅扩产5%，保守策略避免了AI行业出现泡沫
英特尔CEO称代工业务取得进展，下一代制造工艺有望与台积电竞争
环球市场播报 · 05-19
英特尔CEO称代工业务取得进展，下一代制造工艺有望与台积电竞争
群智咨询：预计2026年全球先进封装市场规模将达587亿美元 同比增长约97%
智通财经 · 05-18
群智咨询：预计2026年全球先进封装市场规模将达587亿美元 同比增长约97%
CoWoS，变了
格隆汇 · 05-18
CoWoS，变了
台积电CPO布局升级加速，ABF基板供需恐再现紧张局面
华尔街见闻 · 05-18
台积电CPO布局升级加速，ABF基板供需恐再现紧张局面
国金证券：看好AI覆铜板/PCB及核心算力硬件、半导体设备及苹果产业链
智通财经 · 05-18
国金证券：看好AI覆铜板/PCB及核心算力硬件、半导体设备及苹果产业链
碳化硅衬底需求大涨？业内专家“泼冷水”：台积电2.5D封装根本不用它
每日经济新闻 · 05-16
碳化硅衬底需求大涨？业内专家“泼冷水”：台积电2.5D封装根本不用它
中国顶流私募Q1调仓揭秘：重仓AI和半导体 中概核心稳中有调
智通财经网 · 05-16
中国顶流私募Q1调仓揭秘：重仓AI和半导体 中概核心稳中有调
桥水一季度持仓大调仓：猛买英伟达、博通等芯片股，清仓赛富时等多只软件股
格隆汇 · 05-16
桥水一季度持仓大调仓：猛买英伟达、博通等芯片股，清仓赛富时等多只软件股
AI行业大洗牌!桥水Q1加码AI芯片与云硬件，清仓赛富时(CRM.US)等软件股
智通财经 · 05-16
AI行业大洗牌!桥水Q1加码AI芯片与云硬件，清仓赛富时(CRM.US)等软件股
AI信仰不动摇！索罗斯Q1加码英伟达、台积电、建仓伯克希尔，近乎清仓太阳能公司Sunrun
智通财经 · 05-16
AI信仰不动摇！索罗斯Q1加码英伟达、台积电、建仓伯克希尔，近乎清仓太阳能公司Sunrun
桥水Q1新进台积电，增持半导体，清仓软件
华尔街见闻 · 05-16
桥水Q1新进台积电，增持半导体，清仓软件
桥水新进台积电，增持半导体，清仓软件
华尔街见闻 · 05-16
桥水新进台积电，增持半导体，清仓软件
暂无数据
公司概况
公司名称：
台积电
所属市场：
NYSE
上市日期：
--
主营业务：
台湾积体电路制造股份有限公司是中国台湾省政府、飞利浦公司和其他私人投资者的合资企业，于1987年2月21日在中国台湾省注册成立。公司是目前全球半导体行业最大的LED晶圆代工厂。作为一家代工厂，该公司根据客户自己或第三方的专有集成电路设计，使用其制造工艺为其制造半导体。该公司提供全面的晶圆制造工艺，包括制造CMOS逻辑、混合信号、射频、嵌入式存储器、BiCMOS混合信号和其他半导体的工艺。该公司还提供设计、掩模制作、探测、测试和组装服务。
发行价格：
--
{"stockData":{"symbol":"TSM","market":"US","secType":"STK","nameCN":"台积电","latestPrice":407.15,"timestamp":1779393600000,"preClose":401.62,"halted":0,"volume":8937904,"hourTrading":{"tag":"盘后","latestPrice":408.38,"preClose":407.15,"latestTime":"19:59 EDT","volume":191139,"amount":77860554.4348,"timestamp":1779407953655,"change":1.23,"changeRate":0.003021,"amplitude":0.006877},"delay":0,"changeRate":0.013769234599870457,"floatShares":4671282488,"shares":5186523000,"eps":11.5075,"marketStatus":"已收盘","change":5.53,"latestTime":"05-21 16:00:00 EDT","open":399.505,"high":411.46,"low":399.505,"amount":3626772632.8576,"amplitude":0.029767,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":0,"ttmEps":11.5075,"tradingStatus":0,"nextMarketStatus":{"tag":"盘前交易","tradingStatus":1,"beginTime":1779436800000},"marketStatusCode":5,"adr":1,"adrRate":5,"listingDate":876283200000,"exchange":"NYSE","adjPreClose":401.62,"dividendRate":0.007891,"preHourTrading":{"tag":"盘前","latestPrice":399.26,"preClose":401.62,"latestTime":"09:29 EDT","volume":138796,"amount":55642303.1892,"timestamp":1779370199999,"change":-2.36,"changeRate":-0.005876,"amplitude":0.015164},"postHourTrading":{"tag":"盘后","latestPrice":408.38,"preClose":407.15,"latestTime":"19:59 EDT","volume":191139,"amount":77860554.4348,"timestamp":1779407953655,"change":1.23,"changeRate":0.003021,"amplitude":0.006877},"volumeRatio":0.668002,"optionData":{"bulkOrders":[{"symbol":"TSM","call":false,"expireDate":1780027200000,"strike":"310.0","timestamp":1779374198837,"price":0.11,"volume":3163,"amount":34793,"type":"+"},{"symbol":"TSM","call":false,"expireDate":1779422400000,"strike":"320.0","timestamp":1779383935849,"price":0.03,"volume":2097,"amount":6291,"type":"+"}]},"impliedVol":0.468,"impliedVolPercentile":0.6853},"requestUrl":"/m/hq/s/TSM/tweets","defaultTab":"tweets","newsList":[{"id":"2637541356","title":"YieldMax TSM期权收入策略ETF宣布每周派息0.1659美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2637541356","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637541356?lang=zh_cn&edition=full","pubTime":"2026-05-22 02:14","pubTimestamp":1779387240,"startTime":"0","endTime":"0","summary":"YieldMax TSM期权收入策略ETF于5月21日宣布进行每周股息分配，每股派息金额为0.1659美元，交易代码为TSMY。此次派息较前一周的0.1789美元下降7.27%，除息日及登记日均为5月21日，支付日为5月22日。该基金不直接投资于台积电股票，其投资目标是为投资者提供持续的每周收入，次要目标是与台积电股价变动保持一定程度的参与。根据基金披露的数据，TSMY的年化分配率约为53.30%，30天SEC收益率为2.48%。","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://finance.sina.com.cn/stock/usstock/c/2026-05-22/doc-inhysxnx6109620.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":["BK4505","LU0158827781.USD","LU1917777945.USD","SGXZ99366536.SGD","BK4585","LU0792757196.USD","LU1323610961.USD","LU0541501648.USD","LU1852331112.SGD","LU0384037296.USD","LU2211814178.USD","LU2041044095.USD","BK4602","IE00BQXX3D17.EUR","BK4533","LU0348723411.USD","LU0353189763.USD","LU0082616367.USD","LU2023250504.SGD","LU0359202008.SGD","LU2089283258.USD","LU2471134523.USD","LU2506951792.HKD","LU2471134796.USD","BK4141","LU0889566641.SGD","LU1989764748.USD","LU0823414478.USD","IE00B5TLWC47.USD","LU0965509101.SGD","TSMX","LU1508157978.USD","LU0878004406.USD","LU1623119135.USD","LU1868838027.USD","IE00B3M56506.USD","LU2294711713.HKD","LU2491050154.USD","LU2491050071.SGD","LU2125154778.USD","LU2750360641.GBP","LU0359201885.HKD","LU2860962120.EUR","BK4548","IE0004086264.USD","LU2491049909.HKD","BK4591","LU2458330169.SGD","LU2471134952.CNY","LU0488056044.USD","LU1211504680.USD","IE00BKPKM429.USD","BK4588","LU0094547139.USD","SG9999000418.SGD","LU0861579265.USD","LU0965509283.SGD","BK4526","IE0004091025.USD","BK4512","BK4543","LU2111349929.HKD","STSM","LU0572940350.SGD","LU2750360997.AUD","LU0823421416.USD","IE00BFXG0V08.USD","LU1934455194.USD","IE00BZ199S13.USD","03145","LU0238689110.USD","LU2250418816.HKD","LU1989764664.SGD","LU2360032135.SGD","IE00BYQQ9H92.USD","LU1712237335.SGD","BK4550","IE00BHPRN162.USD","LU2543165471.USD","LU0689626769.HKD","LU1267930813.SGD","LU0719512351.SGD","LU0198837287.USD","LU2247934214.USD","IE00BQXX3C00.GBP","BK4532","LU0316494557.USD","LU0572939691.SGD","TSMY","LU2054465674.USD","LU0878005551.USD","LU2298321311.HKD","LU1037948897.HKD","LU2237443382.USD","LU0323591593.USD","TSM","LU0289960550.SGD","LU1023057109.AUD","LU0124676726.USD","LU2271345857.HKD","IE0004445239.USD","LU1868837565.USD","LU2063271972.USD","LU0345770308.USD","LU2092937221.SGD","SGXZ51526630.SGD","TSMG","LU0889565833.HKD","LU1316542783.SGD","LU0158827948.USD","LU2458330243.SGD","LU1989772840.SGD","LU2211815571.USD","LU0965508806.USD","SG9999004220.SGD","LU2133065610.SGD","LU0642271901.SGD","LU0823414551.USD","LU1989772923.USD","LU2471134879.HKD","IE00BQXX3F31.USD","LU0109392836.USD","LU1934455277.USD","LU0823421333.USD","TSMU","LU1934455863.HKD","LU2089284900.SGD","BK4534","LU0353189680.USD","LU0264606111.USD","IE00BD6J9T35.USD","LU1868837722.USD","LU2237443549.SGD","LU0175139822.USD","LU2249611893.SGD","BK4554","LU2028103732.USD","LU2023251221.USD","LU0143863784.USD","TSMZ","SGXZ81514606.USD","LU1282649067.USD","LU2663582299.SGD","BK4527","LU0359201612.USD","LU2237443978.SGD","BK4503","LU2106854487.HKD","LU2125154935.USD","BK4581","LU0882747503.HKD","LU0056508442.USD","LU1803068979.SGD","LU0965509010.AUD","BK4612","BK4605","LU0345770993.USD","LU1282649810.SGD","LU1974910355.USD","LU1037948541.HKD","LU0143863198.USD","LU2360106780.USD","LU2237443622.USD","LU2357125470.USD","LU2360108059.USD","LU2087625088.SGD","LU0541502299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637877974","title":"再谈谈CPO！","url":"https://stock-news.laohu8.com/highlight/detail?id=2637877974","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637877974?lang=zh_cn&edition=full","pubTime":"2026-05-21 09:11","pubTimestamp":1779325885,"startTime":"0","endTime":"0","summary":"三组数字验证超级周期","market":"hk","thumbnail":"https://img3.gelonghui.com/21a86-d5f180c6-c262-4852-90ae-968558c05708.jpg?guru_height=3264&guru_width=5824&guru_size=1365852","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/21a86-d5f180c6-c262-4852-90ae-968558c05708.jpg?guru_height=3264&guru_width=5824&guru_size=1365852"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4852136","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":"gelonghui_highlight","symbols":["LU1923623000.USD","LU1951198990.SGD","LU0957791311.USD","LU0323591593.USD","TSMZ","LU0154236417.USD","LU1720051017.SGD","03145","LU1366333091.USD","NVDS","LU0943347566.SGD","LU1935043536.SGD","LU0061475181.USD","NVDD","LU0175139822.USD","LU2065171311.SGD","LU0210536198.USD","LU2265009873.SGD","BK4512","LU1242518931.SGD","LU1868836591.USD","LU1720051108.HKD","TSMY","HK0000914686.HKD","LU2471134523.USD","LU1839511570.USD","LU1037948541.HKD","LU2433249047.HKD","BK4591","LU0029864427.USD","LU0187121727.USD","LU0359201612.USD","IE00B1XK9C88.USD","IE0004086264.USD","BK4548","LU2552382132.HKD","LU1988902786.USD","LU2065169927.USD","LU1548497426.USD","LU0642271901.SGD","LU2290526834.HKD","LU0347712357.USD","LU0234572021.USD","IE00BJJMRY28.SGD","LU1815333072.USD","NVDB","NVDW","LU0640476718.USD","LU1935042488.USD","LU0557290698.USD","LU0310799852.SGD","LU2125154778.USD","LU2236285917.USD","LU1280957306.USD","LU2491050071.SGD","AAPL","IE0004445015.USD","LU2896262040.SGD","LU2322448957.HKD","BK4608","LU1934455194.USD","BK4554","BK4612","LU2168564149.EUR","IE00BFXG0V08.USD","HK0000304797.USD","LU0096364046.USD","LU0048584097.USD","LU0342679015.USD","LU2083900584.USD","LU0572939691.SGD","LU2242650005.HKD","LU0096362180.USD","LU2663582299.SGD","LU2505996509.AUD","LU2360108059.USD","LU2108987350.USD","SG9999014898.SGD","LU1868836757.USD","07788","IE0009356076.USD","LU1934455863.HKD","LU1400636491.USD","LU2462591277.SGD","LU1571399168.USD","LU1861215975.USD","LU0081259029.USD","LU0143863784.USD","LU1066053197.SGD","IE00BFSS8Q28.SGD","LU1244550221.USD","LU2089283258.USD","IE00BYXW3230.USD","LU2271345857.HKD","2NVD.UK","LU1674673691.USD","LU2063271972.USD","LU1145028129.USD","LU0006306889.USD","LU0133085943.USD","TSMG","LU0225283273.USD","LU1992135399.USD","IE00B4JS1V06.HKD","LU0080751232.USD","LU2264538146.SGD","LU0234570918.USD","IE000YTNTUN2.SGD","LU1366192091.USD","AMZN","LU1815336760.USD","LU0215105999.USD","LU2746668461.USD","LU1699723380.USD","LU1778281490.HKD","SG9999015986.USD","BK4588","LU0444971666.USD","LU0689472784.USD","LU2471134796.USD","LU1037948897.HKD","LU0061474960.USD","LU0488056044.USD","LU2237957811.SGD","LU1989764748.USD","LU1974910355.USD","IE00BMPRXQ63.HKD","IE00B19Z9505.USD","LU2360107168.USD","LU2023251221.USD","SGXZ31699556.SGD","BK4602","LU0882574139.USD","LU2125154935.USD","LU1267930490.SGD","LU1712237335.SGD","SG9999004220.SGD","LU2237443978.SGD","LU0882747503.HKD","LU2357305700.SGD","LU0541502299.USD","LU0276348264.USD","IE00B19Z8X17.USD","HK0000914660.USD","LU0345768740.USD","NVD3.UK","LU2552382215.SGD","META","IE00BQXX3D17.EUR","IE00B3SWFQ91.USD","LU1623119135.USD","LU0256863811.USD","LU2087625088.SGD","LU2458330169.SGD","LU1868837565.USD","LU0444973449.USD","LU1023057109.AUD","BK4581","LU1633808545.USD","IE0034235295.USD","IE00B5949003.HKD","LU1435385759.SGD","LU2168564495.EUR","LU2237957902.USD","LU0345768153.USD","LU1400636574.HKD","SG9999001424.SGD","LU0289961442.SGD","LU0266013472.USD","LU2168564222.USD","LU2092627202.USD","LU0251132253.USD","IE00B3M56506.USD","LU1496350502.SGD","LU2286300806.USD","LU1721428933.USD","LU0210533765.USD","LU1323610961.USD","LU2092937148.SGD","SG9999015952.SGD","LU1153585028.USD","LU0265550946.USD","BK4534","LU1989772923.USD","IE00BMPRXR70.SGD","LU2168564065.EUR","LU2237443622.USD","LU0472753341.HKD","DIPS","LU1066051225.USD","LU1868838027.USD","LU1674673428.USD","LU0267386448.USD","NVIW.SI","LU0823434740.USD","LU0107464264.USD","LU1989764664.SGD","LU2491050154.USD","SG9999015358.SGD","LU0265550359.USD","LU2168563687.JPY","IE0034235188.USD","IE000W1ABFV2.USD","BK4215","BK4551","NVYY","LU0979878070.USD","BK4549","IE00BN29S564.USD","LU2954938101.SGD","LU2360106780.USD","LU0124676726.USD","LU0476273544.USD","LU0011850046.USD","BK4543","NVDG","LU2999663052.SGD","SG9999014914.USD","LU2237438978.USD","LU2458330243.SGD","IE00B775H168.HKD","LU1127390331.HKD","IE00B5TLWC47.USD","LU0238689110.USD","LU0820561818.USD","LU2931357623.SGD","LU0868494708.USD","LU2361044865.SGD","LU1116320737.USD","IE00BKPKM429.USD","LU1316542783.SGD","LU0511384066.AUD","BK4503","LU0070217475.USD","LU2505996681.GBP","IE00BWXC8680.SGD","LU1496350171.SGD","BK4585","LU0289960550.SGD","LU0787776722.HKD","LU1551013425.SGD","LU0354030511.USD","LU1400636657.SGD","LU1069344957.HKD","LU2213496289.HKD","IE00B19Z8W00.USD","IE00BQXX3F31.USD","LU1821325948.USD","LU2249611893.SGD","LU0143551892.USD","LU0719512351.SGD","SG9999015341.SGD","LU1861220033.SGD","LU2191332357.HKD","SG9999002232.USD","LU0174119429.USD","LU1670756490.USD","LU1791710400.SGD","LU0708994859.HKD","IE00B1BXHZ80.USD","LU0256863902.USD","LU0964807845.USD","BK4579","LU0390134368.USD","LU2089985449.USD","IE00BQXX3C00.GBP","LU2394011477.USD","LU0878004406.USD","BK4141","LU1035775433.USD","LU2322448791.USD","LU2111349929.HKD","IE0004091025.USD","LU0384037296.USD","LU2462157665.USD","LU2860962120.EUR","LU2023250330.USD","LU2125909593.SGD","LU1642822529.SGD","SG9999002224.SGD","IE00BJTD4N35.SGD","LU1803068979.SGD","LU0308772762.SGD","IE00BJJMRX11.SGD","LU2237443549.SGD","BK4527","LU2413666699.HKD","LU1989772840.SGD","LU1645745479.HKD","LU2381873111.SGD","LU2430703251.USD","BK4023","HK0000306685.HKD","LU1429558221.USD","LU2413666426.HKD","IE00BK4W5L77.USD","LU1261432733.SGD","HK0000819398.USD","LU1868837136.USD","IE0004445239.USD","LU2602419157.SGD","LU0109391861.USD","LU1935042991.SGD","LU0792757196.USD","SGXZ81514606.USD","TSM","LU2097344357.USD","LU0672654240.SGD","IE0005OL40V9.USD","LU2360032135.SGD","LU2473716301.USD","LU2133065610.SGD","BK4533","LU0127658192.USD","LU1691799644.USD","IE00B775SV38.USD","LU0354030438.USD","LU0061474705.USD","BK4614","LU2750360997.AUD","LU1551013342.USD","MSFT","SGXZ99366536.SGD","LU0316494557.USD","SG9999018865.SGD","LU1923622291.USD","NVDQ","LU1232071149.USD","LU2452424414.USD","TSLA","NVDA","LU0143863198.USD","IE00B4YYXB79.USD","LU0788109477.HKD","IE00BDRTCR15.USD","LU0683600562.USD","LU2298321311.HKD","SG9999014559.SGD","LU2487616109.SGD","LU2417539215.USD","LU0823421333.USD","LU2065171402.SGD","LU2746668974.SGD","LU1116320901.HKD","HK0000306701.USD","BK4550","LU2462591350.SGD","LU1242518857.USD","LU0359202008.SGD","BK4567","LU1282649067.USD","LU0823434583.USD","LU0957808578.USD","SG9999014567.USD","SNVD.UK","NVDS.UK","LU0541501648.USD","LU1211504680.USD","LU2100268510.USD","LU2543165471.USD","LU2461242641.AUD","LU0965508806.USD","LU0079474960.USD","LU1202635105.USD","LU1791710582.SGD","NVD","SGXZ51526630.SGD","IE00BJLML261.HKD","LU1917777945.USD","LU2242649171.HKD","IE00B7KXQ091.USD","NVDU","LU2430703095.HKD","BK4228","LU0861579265.USD","LU1244550494.USD","LU1934455277.USD","SG9999000418.SGD","BK4529","IE0003U64NQ7.SGD","LU1868836914.USD","LU0466842654.USD","LU0889566641.SGD","SG9999017495.SGD","LU2637965513.SGD","LU2065170008.USD","LU1267930813.SGD","LU2357125470.USD","HK0000532082.HKD","LU0820561909.HKD","LU2237443382.USD","LU0210528500.USD","LU1244550577.SGD","LU2361045086.USD","LU0158827948.USD","LU0878005551.USD","LU2471134952.CNY","LU0823414478.USD","LU2211815571.USD","LU2750360641.GBP","LU1066051811.HKD","LU1804176565.USD","LU1119994496.HKD","STSM","LU0320765059.SGD","LU0868494617.USD","SG9999015945.SGD","LU2361044949.HKD","IE0034235303.USD","LU2552382058.USD","LU1814569148.SGD","LU1992135472.HKD","LU1267930573.SGD","LU0128525929.USD","LU0724617625.USD","LU1868837722.USD","SG9999014880.SGD","NVDO","LU0264606111.USD","LU2430703178.SGD","IE00BDCRKT87.USD","LU0353189763.USD","SG9999004303.SGD","IE00BK4W5M84.HKD","LU2047632596.USD","LU0310800379.SGD","07388","LU2023250504.SGD","BK4505","IE00BYQQ9H92.USD","IE00BD6J9T35.USD","LU0157215616.USD","LU2028103732.USD","LU0820562030.AUD","SG9999018857.SGD","LU2403377893.USD","LU2125909916.SGD","LU0572940350.SGD","LU1508157978.USD","LU0359201885.HKD","BK4605","LU2756315318.SGD","LU0274383776.USD","LU2491049909.HKD","LU0494093205.USD","LU0965509010.AUD","TSMX","LU2092937221.SGD","LU0170899867.USD","COHR","LU0056508442.USD","LU0077335932.USD","LU2250418816.HKD","TSMU","LU2272731600.USD","LU0289739343.SGD","LU0198837287.USD","LU2125909247.SGD","LU2756315664.SGD","LU0109392836.USD","IE00BHPRN162.USD","IE00BJTD4V19.USD","IE00BMPRXN33.USD","3NVD.UK","LU0965509283.SGD","IE000KEQY171.SGD","LU0345770993.USD","LU2244417387.USD","IE00B3S45H60.SGD","LU1951200564.SGD","GOOG","LU1983260115.SGD","LU0353189680.USD","LU0689626769.HKD","LU2106854487.HKD","HK0000304805.HKD","BK4535","LU0082616367.USD","LU2089284900.SGD","IE0009G5SDU7.USD","IE00BZ1G4Q59.USD","LU0158827781.USD","LU2087621335.USD","LU0057025933.USD","LU0211327993.USD","LU1718418525.SGD","NVII","LU2247934214.USD","LU0348723411.USD","LU3102509885.SGD","LU1914381329.SGD","LU2041044095.USD","LU2471134879.HKD","LU1066051498.USD","GB00BDT5M118.USD","LU2463028550.USD","LU0345770308.USD","BK4526","LU1064131342.USD","LU2272731782.SGD","BK4532","NVDY","LU1935043023.USD","BK4598","IE000ITXATA3.USD","LU0203201768.USD","HK0000320223.HKD","LU0053666078.USD","LU0094547139.USD","BK4587","LU0965509101.SGD","LU0417517546.SGD","LU2294711713.HKD","LU2054465674.USD","LU2211814178.USD","LU1923622614.USD","ANV","LU2077746001.SGD","LU2272731865.HKD","LU1267930730.SGD","IE00BKVL7J92.USD","HK0000320264.USD","LU0786609619.USD","LU0528227936.USD","IE00BKDWB100.SGD","LITE","LU1084165304.USD","LU2592432038.USD","SG9999014575.USD","LU0106261372.USD","LU2420271590.USD","LU1861127337.USD","LU2097344431.USD","SG9999014906.USD","NVDL","IE0001KFT4U8.USD","LU0097036916.USD","IE00BFSS7M15.SGD","LU0823421416.USD","LU1852331112.SGD","NVDX","LU0211328371.USD","LU0823414551.USD","LU2326559502.SGD","LU0345769631.USD","LU0203202063.USD","LU1629891620.HKD","LU2456880835.USD","IE00BZ199S13.USD","LU0708995401.HKD","LU1935042215.USD","BK4592","LU0069063385.USD","LU0942090050.USD","LU0985320562.USD","LU1282649810.SGD","LU0072462426.USD","LU1868837300.USD","SG9999015978.USD","LU2506951792.HKD","SGXZ23171101.USD","NVD2.UK","LU2125909759.SGD","LU0345769128.USD","SG9999014542.SGD","LU0889565833.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636899574","title":"芯片股盘初多股走强 兆易创新(03986)涨5.15%、澜起科技(06809)涨4.34%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636899574","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636899574?lang=zh_cn&edition=full","pubTime":"2026-05-20 09:44","pubTimestamp":1779241477,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股芯片股盘初多股走强，截至发稿，美佳音控股 涨7.25%，兆易创新涨5.15%，澜起科技涨4.34%，国民技术涨2.83%，中芯国际涨2.63%，华虹半导体涨1.80%。AI数据中心维持高强度投入之时，存储需求、产品价格以及龙头企业利润率就仍有支撑。行情的持续性，最终取决于AI需求能否持续兑现，以及厂商能否在扩产与价格之间维持有效平衡。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981795","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":["03986","BK1614","LU0708995583.HKD","BK0132","LU1251922891.USD","688347","BK1163","LU1969619763.USD","LU2213484517.USD","LU2476274308.USD","LU1328277881.USD","LU0052750758.USD","LU2289578879.USD","LU2495084118.USD","LU1997244956.HKD","BK4588","300077","SGXZ49509284.SGD","BK4585","LU0456842615.SGD","02701","BK1610","LU1997245177.USD","06939","LU2476274720.SGD","BK0125","SG9999006597.SGD","IE0034224299.USD","LU1997245094.SGD","06809","00981","SGXZ81163826.USD","LU0314109678.HKD","BK0102","LU2778985437.USD","BK1587","LU1719994722.HKD","LU0359201612.USD","LU1303224171.USD","BK1589","LU1813983027.USD","LU0320764599.SGD","LU2039709279.SGD","LU2328871848.SGD","LU1770034418.SGD","688008","603986","BK1526","688981","LU0359202008.SGD","TSM","01347","BK4535","BK1607","LU0359201885.HKD","LU1023057109.AUD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636857186","title":"美股半导体板块整体承压下行 高通(QCOM)大跌5.34% 存储厂商扩产意愿受限","url":"https://stock-news.laohu8.com/highlight/detail?id=2636857186","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636857186?lang=zh_cn&edition=full","pubTime":"2026-05-19 22:40","pubTimestamp":1779201645,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股半导体板块整体承压下行，英特尔 下跌 4.22%，高通大跌 5.34%，AMD跌幅达 5.63%，英伟达1.62%、台积电2.44%、美光科技2.96%。板块层面，费城半导体指数重挫 3.5%，盘中刷新日低至 10900 点下方，反映市场对产业链供需与资本开支的担忧升温。在 AI 数据中心算力与存储需求持续高增的背景下，头部硬盘厂商明确收缩产能扩张意愿，引发市场对硬件供给端约束的担忧，叠加半导体板块整体估值波动，共同压制板块及个股表现。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/Y2FiZWYxZjczOGJiNGFjYzNlMjE4NjgxMTg3ODM4OTg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/Y2FiZWYxZjczOGJiNGFjYzNlMjE4NjgxMTg3ODM4OTg=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e809715084f841bf7d565c2edff82f42","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300621","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":["LU0528227936.USD","LU1064131342.USD","SG9999015945.SGD","LU2602419157.SGD","IE00BGHQDM52.EUR","LU0096364046.USD","LU1037948541.HKD","LU2491050071.SGD","LU2357305700.SGD","LU1551013342.USD","LU2720916845.USD","LU1992135472.HKD","LU0109392836.USD","LU2244417387.USD","LU2931357623.SGD","LU0203202063.USD","LU2954938101.SGD","LU1400636574.HKD","LU2213496289.HKD","LU1066051811.HKD","LU2125909247.SGD","LU2168563687.JPY","LU1861559042.SGD","BK4554","BK4548","IE00BJLML261.HKD","LU1046421795.USD","IE0004445239.USD","IE0005OL40V9.USD","LU2360107168.USD","BK4527","LU0965509283.SGD","HK0000532082.HKD","LU0170899867.USD","SG9999017495.SGD","NVDQ","LU0965508806.USD","IE00BFSS7M15.SGD","LU1571399168.USD","LU2487616109.SGD","LU1935043536.SGD","LU2361044949.HKD","IE00BMPRXN33.USD","SG9999002224.SGD","LU0444971666.USD","LU2471134879.HKD","LU0823414478.USD","LU1718418525.SGD","LU1496350171.SGD","LU0251132253.USD","HK0000914686.HKD","LU0354030511.USD","LU1267930730.SGD","BK4561","LU2249611893.SGD","IE00BN29S564.USD","BK4614","LU1551013425.SGD","IE00BQXX3D17.EUR","INTC","LU0289960550.SGD","LU0861579265.USD","LU2750360641.GBP","LU0557290698.USD","LU2264538146.SGD","LU1066053197.SGD","IE00BMPRXR70.SGD","LU0081259029.USD","LU0689472784.USD","LU1868836914.USD","LU2361044865.SGD","SG9999000418.SGD","IE0009G5SDU7.USD","LU2361045086.USD","LU1366192091.USD","LU1861558580.USD","LU0256863811.USD","SGXZ31699556.SGD","LU0417517546.SGD","LU2108987350.USD","LU1145028129.USD","LU1674673691.USD","IE0003U64NQ7.SGD","IE00BKDWB100.SGD","LU0308772762.SGD","LU2430703095.HKD","LU1791710400.SGD","LU2592432038.USD","LU2505996681.GBP","AMUU","LU1116320737.USD","LU1623119135.USD","LU1316542783.SGD","LU1917777945.USD","LU0345769128.USD","LU0210536198.USD","LU1267930573.SGD","LU1244550494.USD","LU1989772923.USD","BK4533","LU0127658192.USD","IE000ITXATA3.USD","LU0203201768.USD","LU2054465674.USD","2NVD.UK","LU2065171311.SGD","HK0000304805.HKD","LU2471134952.CNY","IE00BJJMRX11.SGD","LU1400636491.USD","LU1261432733.SGD","LU2271345857.HKD","IE00BJJMRY28.SGD","AMDD","IE00BKPKM429.USD","LU0158827781.USD","LU0345768153.USD","LU0348723411.USD","LU2462591277.SGD","LU2065171402.SGD","LU1267930490.SGD","LU0642271901.SGD","LU2272731865.HKD","IE0034235295.USD","IE0004086264.USD","LU2125154935.USD","LU1839511570.USD","IE0004091025.USD","IE00B775H168.HKD","LU0965509101.SGD","LU1712237335.SGD","LU2125154778.USD","LU2433249047.HKD","LU0511384066.AUD","NVDO","LU0444973449.USD","IE00BKVL7J92.USD","LU2028103732.USD","IE0009356076.USD","IE00B7KXQ091.USD","SG9999004303.SGD","LU0154236417.USD","LU2237957902.USD","IE00BQXX3F31.USD","NVD3.UK","IE00B4YYXB79.USD","LU2458330169.SGD","HK0000320223.HKD","LU0265550946.USD","IE00BMPRXQ63.HKD","LU1642822529.SGD","LU1861220033.SGD","LU2756315664.SGD","LU2764263203.CNY","LU0289739343.SGD","SG9999014575.USD","LU2360032135.SGD","LU0006306889.USD","LU1400636657.SGD","QCOM","NVDB","IE00B4JS1V06.HKD","LU0390134368.USD","3NVD.UK","LU2999663052.SGD","AMD","LU2746668974.SGD","DIPS","NVDL","AMDL","IE0001KFT4U8.USD","LU2413666426.HKD","LU2111349929.HKD","LU2860962120.EUR","LU2764262908.HKD","LU1861127337.USD","LU1923622291.USD","AMDY","IE00BVYPNQ40.USD","LU2087621335.USD","LU0787776722.HKD","LU0056508442.USD","LU2746668461.USD","IE00B19Z8X17.USD","IE0034235188.USD","LU1989772840.SGD","LU1935042991.SGD","LU1983260115.SGD","LU0820562030.AUD","LU1242518931.SGD","IE00B1XK9C88.USD","LU2097344357.USD","LU0320765059.SGD","LU1934455277.USD","LU2764263039.SGD","LU2896262040.SGD","LU0133085943.USD","LU2168564495.EUR","HK0000306685.HKD","LU2023251221.USD","LU1670756490.USD","SG9999014880.SGD","LU2430703251.USD","LU2355687059.USD","SGXZ99366536.SGD","BK4592","IE0034235303.USD","LU2290526834.HKD","HK0000304797.USD","LU2242649171.HKD","LU0942090050.USD","IE00BVYPNP33.GBP","LU2125909916.SGD","BK4588","LU1791710582.SGD","IE00BZ1G4Q59.USD","LU0157215616.USD","LU2077746001.SGD","LU0106261372.USD","LU0310799852.SGD","BK4141","BK4604","LU2148611432.USD","LU1153585028.USD","SG9999002232.USD","LU0048584097.USD","LU1923623000.USD","SGXZ81514606.USD","LU2023250330.USD","LU2462157665.USD","LU0234570918.USD","SG9999018857.SGD","IE00BHPRN162.USD","LU0354030438.USD","NVDW","BK4529","LU2322448957.HKD","LU1280957306.USD","LU0353189763.USD","BK4573","HK0000320264.USD","MU","LU0310800379.SGD","LU1988902786.USD","LU2417539215.USD","IE00B1BXHZ80.USD","BK4543","LU2505996509.AUD","LU2552382215.SGD","IE00BDRTCR15.USD","BK4581","LU0321505439.SGD","NVDX","LU2463028550.USD","LU2294711713.HKD","LU1084165304.USD","BK4515","LU0345770308.USD","LU1069344957.HKD","TSM","IE00BK4W5M84.HKD","BK4567","LU0266013472.USD","LU2089284900.SGD","LU0708994859.HKD","LU1814569148.SGD","LU0256863902.USD","LU2236285917.USD","LU0979878070.USD","LU1366333091.USD","LU0889565833.HKD","IE00B19Z8W00.USD","LU0107464264.USD","NVYY","AMDG","LU2420271590.USD","LU0689626769.HKD","LU1066051225.USD","BK4579","LU0097036916.USD","LU2092937148.SGD","LU2272731782.SGD","07388","LU0672654240.SGD","LU0347712357.USD","IE00BDCRKT87.USD","BK4549","LU0082616367.USD","LU1244550577.SGD","LU2491049909.HKD","LU2097344431.USD","QCMD","IE00B5949003.HKD","BK4612","LU0289961442.SGD","GB00BDT5M118.USD","LU0345768740.USD","LU0868494617.USD","SG9999001424.SGD","LU2211815571.USD","IE00BQXX3C00.GBP","QCML","LU0094547139.USD","LU0238689110.USD","LU2237957811.SGD","HK0000306701.USD","LU1861215975.USD","IE00B3M56506.USD","LU1323610961.USD","LU0215105999.USD","LU2237438978.USD","IE00B3SWFQ91.USD","LU2452424414.USD","SG9999015358.SGD","LU0274383776.USD","LU0077335932.USD","BK4587","BK4585","LU2265009873.SGD","NVII","LU2250418816.HKD","LU0124676726.USD","LU0823421416.USD","LU1778281490.HKD","IE00BSNM7G36.USD","AMDS","NVDU","LU1244550221.USD","BK4608","LU1815333072.USD","LU0053666078.USD","LU2456880835.USD","QCMU","NVIW.SI","LU0276348264.USD","LU0823421333.USD","LU0267386448.USD","IE00BJTD4V19.USD","LU2023250504.SGD","LU0210528500.USD","LU0683600562.USD","LU0109391861.USD","LU1868837300.USD","LU2286300806.USD","NVD2.UK","IE00BZ199S13.USD","LU1868836757.USD","LU2326559502.SGD","LU2750360997.AUD","HK0000819398.USD","LU0175139822.USD","LU2458330243.SGD","LU0823434583.USD","LU0466842654.USD","LU1066051498.USD","IE000M9KFDE8.USD","LU2065170008.USD","SG9999014542.SGD","LU1037948897.HKD","BK4598","LU2552382132.HKD","LU0943347566.SGD","BK4532","LU2089985449.USD","LU1242518857.USD","LU1127390331.HKD","IE0004445015.USD","LU1202635105.USD","NVDD","SG9999015986.USD","LU0494093205.USD","IE00B775SV38.USD","IE000YTNTUN2.SGD","LU2461242641.AUD","LU0345769631.USD","LU0323591593.USD","LU3102509885.SGD","07788","LU1803068979.SGD","LU2394011477.USD","LU2552382058.USD","LINT","LU1691799644.USD","LU1934455863.HKD","HK0000914660.USD","LU1992135399.USD","LU1119994496.HKD","LU1914381329.SGD","LU0820561909.HKD","IE00BWXC8680.SGD","LU2357125470.USD","LU2403377893.USD","LU1548497426.USD","LU0823434740.USD","LU1629891620.HKD","LU0061474705.USD","LU1435385759.SGD","AMYY","SNVD.UK","NVDY","LU0211327993.USD","SG9999015341.SGD","LU2381873111.SGD","NVDG","SG9999014567.USD","LU0029864427.USD","LU2471134796.USD","LU2471134523.USD","LU1699723380.USD","LU0143551892.USD","LU0965509010.AUD","LU0079474960.USD","LU2100268510.USD","LU0128525929.USD","LU1116320901.HKD","LU0225283273.USD","LU1934455194.USD","LU1989764664.SGD","LU2125909759.SGD","LU1720051017.SGD","NVD","LU0321505868.SGD","IE00BJTD4N35.SGD","LU0011850046.USD","LU2106854487.HKD","LU2360106780.USD","LU1923622614.USD","LU1880398554.USD","LU2087625088.SGD","LU0096362180.USD","LU1721428933.USD","LU2168564065.EUR","LU0198837287.USD","LU0187121727.USD","LU1935043023.USD","SG9999014914.USD","LU0072462426.USD","LU1935042488.USD","LU0788109477.HKD","LU2168564222.USD","LU1674673428.USD","IE00B19Z9505.USD","LU0957791311.USD","NVDS","BK4535","LU0476273544.USD","LU2168564149.EUR","LU0472753341.HKD","LU0070217475.USD","LU0345770993.USD","LU0724617625.USD","LU0353189680.USD","IE000W1ABFV2.USD","LU2098885051.SGD","LU2092627202.USD","BK4550","LU2125909593.SGD","LU0061474960.USD","BK4512","LU0234572021.USD","IE00BFSS8Q28.SGD","LU1232071149.USD","LU0882574139.USD","LU2089283258.USD","LU1951200564.SGD","LU0957808578.USD","LU2491050154.USD","SGXZ23171101.USD","LU1868836591.USD","SG9999014559.SGD","NVDA","LU0069063385.USD","LU1633808545.USD","LU1815336760.USD","LU2272731600.USD","IE000KEQY171.SGD","SG9999014906.USD","LU1035775433.USD","LU0868494708.USD","LU1974910355.USD","LU0174119429.USD","LU2247934214.USD","LU0640476718.USD","LU2322448791.USD","LU0823414551.USD","LU2242650005.HKD","04335","LU2191332357.HKD","BK4605","ANV","LU1821325948.USD","LU1804176565.USD","LU0265550359.USD","LU1951198990.SGD","LU1823568750.SGD","LU0061475181.USD","BK4602","LU0342679015.USD","LU1645745479.HKD","LU0158827948.USD","LU2637965513.SGD","SG9999018865.SGD","LU0210533765.USD","LU2473716301.USD","AMDU","LU0786609619.USD","IE00BD6J9T35.USD","LU2543165471.USD","LU2756315318.SGD","LU2047632596.USD","LU0057025933.USD","LU0820561818.USD","LU1868837136.USD","BK4503","LU1429558221.USD","DAMD","SG9999015952.SGD","BK4534","LU0080751232.USD","BK4551","BK4566","LU2083900584.USD","SOX","SGXZ51526630.SGD","BK4575","IE00BK4W5L77.USD","LU1852331112.SGD","LU1880398471.USD","LU1720051108.HKD","LU1935042215.USD","LU0708995401.HKD","SG9999014898.SGD","LU1303367103.USD","IE00BYXW3230.USD","IE00B3S45H60.SGD","NVDS.UK","SG9999015978.USD","INTW","LU0211328371.USD","LU2065169927.USD","LU2462591350.SGD","LU2506951792.HKD","LU0316494557.USD","LU0719512351.SGD","LU2430703178.SGD","AMDW","LU0964807845.USD","LU0985320562.USD","LU2063271972.USD","LU2413666699.HKD","LU1989764748.USD","LU1496350502.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636073834","title":"涨价潮蔓延至电源管理芯片 多厂商计划调价","url":"https://stock-news.laohu8.com/highlight/detail?id=2636073834","media":"中国经营报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636073834?lang=zh_cn&edition=full","pubTime":"2026-05-19 17:33","pubTimestamp":1779183204,"startTime":"0","endTime":"0","summary":"2026年以来，全球半导体行业的涨价潮持续发酵，从上游晶圆代工、封测环节，到下游各类芯片产品，涨价范围不断扩大、涨幅逐步攀升。继存储芯片、模拟芯片、功率器件等品类先后掀起涨价潮后，被称为电子设备“电力心脏”的电源管理IC（PMIC）也未能幸免，成为本轮涨价潮的新焦点。","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://finance.eastmoney.com/a/202605193742072396.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_eastmoney","symbols":["SOX","BK4585","ON","MPWR","BK4588","TSM","159813","TXN","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636884096","title":"苹果重投英特尔怀抱代工M7、A21芯片！华尔街直言：订单太少 根本动摇不了台积电","url":"https://stock-news.laohu8.com/highlight/detail?id=2636884096","media":"快科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636884096?lang=zh_cn&edition=full","pubTime":"2026-05-19 11:42","pubTimestamp":1779162136,"startTime":"0","endTime":"0","summary":"快科技5月19日消息，伯恩斯坦法兴集团最新研究报告指出，苹果与英特尔达成的芯片代工协议不会对台积电构成实质性威胁。从成本效益和量产可行性来看，台积电依然是苹果的核心首选。目前苹果已经获取了工艺设计套件样品用以评估。华尔街看好台积电的核心原因在于技术代差。为了巩固在2nm以及A14工艺节点上的领先地位，台积电目前有12座不同的晶圆厂处于建设或规划阶段。","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":"https://tech.ifeng.com/c/8tFdJqTGeNh","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4571","LU1267930573.SGD","LU2168564222.USD","LU2756315318.SGD","LU2471134952.CNY","IE0004091025.USD","LU1582987597.SGD","INTW","LU0203201768.USD","LU0444973449.USD","BK4559","LU1244550221.USD","IE0004445015.USD","IE00B5949003.HKD","SG9999014575.USD","TSMX","BK4512","BK4581","LU2237438978.USD","LU0823414551.USD","IE0034235295.USD","LU2089985449.USD","SGXZ31699556.SGD","LU0077335932.USD","LU1989764664.SGD","BK4573","LU0069063385.USD","LU2552382058.USD","LU1718418525.SGD","AAPL","LU1267930490.SGD","BK4566","LU0661504455.SGD","LU0203202063.USD","LU0143551892.USD","LU2746668461.USD","IE00B4JS1V06.HKD","LU1064131342.USD","IE00BKDWB100.SGD","LU1803068979.SGD","LU1280957306.USD","LU1804176565.USD","LU1868837136.USD","LU2092937148.SGD","LU0889566641.SGD","LU0158827781.USD","LU0096362180.USD","LU0211328371.USD","LU0572939691.SGD","LU0965509283.SGD","IE00B775H168.HKD","LU1235294995.USD","LU2242649171.HKD","LU2111349929.HKD","BK4504","IE00B3SWFQ91.USD","LU1815336760.USD","LU1582986433.USD","LU2417539215.USD","LU0353189763.USD","LU2931357623.SGD","LU0541502299.USD","MSFT","LU1582986359.USD","LU2896262040.SGD","IE00BN29S564.USD","LU0310799852.SGD","SG9999018865.SGD","LU1145028129.USD","BK4548","LU2077746001.SGD","LU1035775433.USD","LU1935042991.SGD","LU1066051811.HKD","LU2168563687.JPY","LU2264538146.SGD","IE00BHPRN162.USD","LU2242650005.HKD","LU2237443549.SGD","SG9999015986.USD","IE00BQXX3F31.USD","LU0878005551.USD","LU2063271972.USD","LU0210536198.USD","LU0234572021.USD","LU0476273544.USD","LU1732799900.SGD","LU2491050071.SGD","LU2100268510.USD","LU0094547139.USD","LU1935042488.USD","LU2347655156.SGD","LU2491050154.USD","LU0143863198.USD","IE00BFXG0V08.USD","LU0795875086.SGD","SG9999018857.SGD","LU0640476718.USD","LU0029864427.USD","LU0786609619.USD","LU2471134796.USD","SGXZ81514606.USD","LU0210533765.USD","LU0820562030.AUD","LU1282649067.USD","SG9999002232.USD","LU1868838027.USD","LU0642271901.SGD","IE00BK4W5L77.USD","LU2602419157.SGD","LU2237443895.HKD","LU1267930813.SGD","LU2065171402.SGD","LU2087621335.USD","LU0215105999.USD","LU0545039389.USD","LU1934455277.USD","LU0345770993.USD","LU0082616367.USD","LU0256863811.USD","LU0788109477.HKD","LU2108987350.USD","LU2237443465.HKD","LU2360108059.USD","LU2191332357.HKD","IE00BQXX3C00.GBP","SG9999015358.SGD","LU2458330243.SGD","LU0289960550.SGD","LU1261432733.SGD","SG9999002224.SGD","SG9999015341.SGD","IE00B1BXHZ80.USD","IE000MB6IJN5.SGD","AMZN","LU0541501648.USD","LU2750360997.AUD","LU2746668974.SGD","SG9999014906.USD","IE000F7OJYX1.SGD","BK4526","IE00B3S45H60.SGD","LU2028103732.USD","LU2357305700.SGD","LU2360106780.USD","LU2250418816.HKD","LU1720051017.SGD","LU2168564495.EUR","BK4588","LU0726765562.USD","LU1084165304.USD","IE00BBT3K403.USD","LU2089283258.USD","LU1989772923.USD","LU0128525929.USD","AAPB","LU0949170426.SGD","LU1720051108.HKD","META","SG9999014914.USD","SG9999001424.SGD","LU2168564065.EUR","LU0557290698.USD","LU0738911758.USD","LU0011850046.USD","LU0210528500.USD","LU0784383803.USD","LU0868494617.USD","IE00BKVL7J92.USD","LU0289739343.SGD","LU2764262908.HKD","IE00BN8TJ469.HKD","LU0708995401.HKD","LU2360032135.SGD","LU2462591277.SGD","IE000ITXATA3.USD","BK4501","IE0005OL40V9.USD","LU0868494708.USD","IE0001KFT4U8.USD","BK4534","BK4503","LU2298321311.HKD","LU0157215616.USD","BK4554","LU0553294199.USD","LU1778281490.HKD","BK4574","AAPX","LU1037948541.HKD","LU2552382132.HKD","LU2456880835.USD","LU2148611432.USD","LU0310800379.SGD","LU0265550359.USD","IE00BJTD4V19.USD","LU1623119135.USD","LU1116320901.HKD","LU0321505868.SGD","LU0234570918.USD","LU0957808578.USD","LU2247934214.USD","SG9999014567.USD","LU2361044949.HKD","LU0719512351.SGD","LU2750360641.GBP","BK4515","LU1989764748.USD","LU0256863902.USD","LU1868837565.USD","LU0158827948.USD","LU2361045086.USD","LU1674673428.USD","LU1291159041.SGD","LU1003077747.HKD","LU2065169927.USD","LU0823434583.USD","LU0070217475.USD","LU0174119429.USD","LU1934455863.HKD","LU2249611893.SGD","LU2552382215.SGD","LU0912757837.SGD","LU2125154778.USD","HK0000914686.HKD","LU2505996681.GBP","LU1551013342.USD","LU1242518857.USD","LU1232071149.USD","IE00BJLML261.HKD","SGXZ51526630.SGD","LU0345768740.USD","IE000YTNTUN2.SGD","LU0943347566.SGD","LU2271345857.HKD","LU0708994859.HKD","LU0949170772.SGD","LU1023057109.AUD","LU0965508806.USD","LU2023251221.USD","IE00BLSP4452.SGD","LU0882574139.USD","LU0823414478.USD","BK4529","LU2211815571.USD","HK0000320223.HKD","LU0057025933.USD","LU2458330169.SGD","LU1069344957.HKD","LU1642822529.SGD","IE00BJJMRY28.SGD","LU2357125470.USD","BK4553","LU0792757196.USD","LU2237443978.SGD","LU0689472784.USD","LU2083900584.USD","LU0942090050.USD","LU2461242641.AUD","LU0345768153.USD","SG9999015978.USD","LU1823568750.SGD","LU1066051225.USD","LU0061475181.USD","LU2286300806.USD","LU2637965513.SGD","LU0072462426.USD","LU1868836757.USD","LU2106854487.HKD","IE000SO60NU8.SGD","LU0354030438.USD","LU0979878070.USD","LU2092937221.SGD","LU0823434740.USD","IE00BZ1G4Q59.USD","LU0109391861.USD","LU1868836591.USD","AAPU","LU2543165471.USD","IE00B19Z8X17.USD","BK4527","LU0238689110.USD","AAPD","IE00BLSP4239.USD","TSLA","LU2065171311.SGD","LU2054465674.USD","LU2487616109.SGD","LU1868836914.USD","LU0175139822.USD","LU0572940350.SGD","LU0320765059.SGD","HK0000532082.HKD","LU1917777945.USD","MACW.SI","LU0056508442.USD","SG9999014880.SGD","LU1868837300.USD","LU0048584097.USD","LU1974910355.USD","LU0345769631.USD","LU2764263203.CNY","LU0964807845.USD","LU0528227936.USD","LU2430703095.HKD","LU1839511570.USD","BK4535","LU2065170008.USD","LU2168564149.EUR","LINT","LU0079474960.USD","LU0314106906.USD","LU1852331112.SGD","LU0265550946.USD","LU1935043536.SGD","LU2265009873.SGD","IE00BDCRKT87.USD","LU2092627202.USD","LU2125154935.USD","LU0359202008.SGD","LU2347655073.USD","TSMU","IE00BFSS7M15.SGD","BK4543","SG9999004220.SGD","LU1629891620.HKD","LU1914381329.SGD","IE00BJJMRX11.SGD","AAPY","LU2491049909.HKD","BK4533","LU2236285917.USD","IE00B4YYXB79.USD","LU0264606111.USD","SG9999014559.SGD","LU1206713676.USD","IE00BSNM7G36.USD","SG9999014898.SGD","LU1066051498.USD","GB00BDT5M118.USD","LU0149725797.USD","LU0957791311.USD","IE00B19Z8W00.USD","LU2430703251.USD","LU2663582299.SGD","LU2023250330.USD","LU0308772762.SGD","LU0878004406.USD","LU1791710400.SGD","LU1791710582.SGD","LU0198837287.USD","AAPW","LU1815333072.USD","LU1323610961.USD","LU1935042215.USD","LU0211327993.USD","IE00BD6J9T35.USD","LU0511384066.AUD","LU0494093205.USD","LU1674673691.USD","LU0154236417.USD","LU0882747503.HKD","STSM","LU0097036916.USD","LU1127390331.HKD","LU2087625088.SGD","BK4591","LU1267930730.SGD","HK0000819398.USD","LU1989772840.SGD","LU2420271590.USD","TSMZ","IE00BDRTCR15.USD","LU0472753341.HKD","LU2592432038.USD","LU1712237335.SGD","IE0004445239.USD","IE00B5TLWC47.USD","LU0323591593.USD","BK4579","LU2097344357.USD","LU1206712785.SGD","LU2097344431.USD","IE0004086264.USD","SG9999014542.SGD","TSM","LU0784385840.USD","LU0784384876.USD","LU2237443382.USD","LU0053666078.USD","IE00B19Z9505.USD","LU2047632596.USD","LU0889565833.HKD","LU0354030511.USD","LU1366333091.USD","LU2954938101.SGD","LU1116320737.USD","LU0724617625.USD","IE0000B7K699.USD","LU0109392836.USD","LU0861579265.USD","IE00BK4W5M84.HKD","IE000W1ABFV2.USD","LU2023250843.SGD","LU2133065610.SGD","HK0000306685.HKD","BK4598","LU2452424414.USD","LU0133085943.USD","LU1699723380.USD","IE000BZT7R73.USD","LU0359201612.USD","LU1046421795.USD","LU0672654240.SGD","IE0034235303.USD","LU1571399168.USD","LU1935043023.USD","LU0096364046.USD","LU0321505439.SGD","IE00BJTD4N35.SGD","LU2403377893.USD","HK0000306701.USD","LU0823421333.USD","LU2294711713.HKD","LU0985320562.USD","LU1037948897.HKD","LU0820561909.HKD","LU2041044095.USD","IE00BZ199S13.USD","LU0289961442.SGD","LU1814569148.SGD","LU0314104364.USD","BK4170","SGXZ99366536.SGD","LU2211814178.USD","LU0417517546.SGD","BK4532","IE00BQXX3D17.EUR","LU0143863784.USD","LU2756315664.SGD","LU1496350502.SGD","LU0689626769.HKD","LU1316542783.SGD","IE00BKPKM429.USD","APLY","LU0348723411.USD","LU1582987324.SGD","HK0000914660.USD","LU2999663052.SGD","LU1868837722.USD","BK4575","LU1211504680.USD","LU2720916845.USD","IE00B7KXQ091.USD","03145","LU0795875169.SGD","LU3102509885.SGD","SG9999015952.SGD","SG9999017495.SGD","IE0003U64NQ7.SGD","LU0170899867.USD","LU1119994496.HKD","LU0345769128.USD","LU2506951792.HKD","BK4141","LU0080751232.USD","LU0081259029.USD","LU1732800096.USD","LU1988902786.USD","IE000WAW04H5.SGD","LU1548497426.USD","SG9999000418.SGD","LU1989771016.USD","LU0359201885.HKD","LU2860962120.EUR","HK0000320264.USD","NVDA","LU2430703178.SGD","LU0456855351.SGD","LU0488056044.USD","LU2089284900.SGD","LU0820561818.USD","LU0965509101.SGD","LU2764263039.SGD","LU2237443622.USD","LU1934455194.USD","IE000KEQY171.SGD","BK4576","LU1244550577.SGD","IE00B3M56506.USD","IE00B1XK9C88.USD","BK4507","SG9999015945.SGD","IE0009G5SDU7.USD","BK4602","LU2505996509.AUD","TSMG","LU2462157665.USD","LU1496350171.SGD","LU2023250504.SGD","LU0466842654.USD","BK4550","LU1066053197.SGD","LU1244550494.USD","LU1282649810.SGD","IE0009356076.USD","BK4585","LU0345770308.USD","LU0061474960.USD","LU0267386448.USD","BK4505","IE00BFSS8Q28.SGD","BK4605","LU1301847155.USD","LU0823421416.USD","LU1366192091.USD","IE00BYQQ9H92.USD","LU0444971666.USD","IE00BYXW3230.USD","LU1506573853.SGD","IE00BWXC8680.SGD","LU2361044865.SGD","LU2462591350.SGD","LU0965509010.AUD","LU0251132253.USD","TSMY","BK4612","LU0353189680.USD","LU1551013425.SGD","LU0316494557.USD","LU0784385170.HKD","LU2471134523.USD","LU0787776722.HKD","BK4592","LU2381873111.SGD","LU2471134879.HKD","LU0274383776.USD","LU0683600562.USD","LU0124676726.USD","LU0384037296.USD","LU1242518931.SGD","IE000M9KFDE8.USD","IE00B775SV38.USD","LU0127658192.USD","LU1508157978.USD","GOOG","LU2213496289.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636888641","title":"大小摩一起喊：长协（LTA）推动存储公司重估，市场尚未完全定价","url":"https://stock-news.laohu8.com/highlight/detail?id=2636888641","media":"华尔街见闻","labels":["dataReport","analysis"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636888641?lang=zh_cn&edition=full","pubTime":"2026-05-19 11:14","pubTimestamp":1779160456,"startTime":"0","endTime":"0","summary":"存储芯片正从周期性大宗商品，跃升为AI基础设施的战略资源。摩与小摩相继表示，长期供货协议（LTA）正将存储“涨价-扩产-崩价”的传统周期逻辑，改写为预付款锁量、价格有底、盈利可见的新范式。一旦估值框架从市净率P/B切换至市盈率P/E，SK海力士等龙头或存38%以上重估空间，而市场尚未对此“买单”。","market":"us","thumbnail":"https://community-static.tradeup.com/news/8473ce76ed97bc3a63417137fc1828df","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/8473ce76ed97bc3a63417137fc1828df"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3383bcc923955ed2fdf09d8a7ffd432b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772588","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,analysis","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SSNLF","LU0048584097.USD","LU1914381329.SGD","TSMX","IE00BLSP4452.SGD","LU0323591593.USD","LU1261432733.SGD","LU1548497426.USD","STSM","IE0034235303.USD","BK4550","LU0942090050.USD","JPO","LU0868494708.USD","IE00BKDWB100.SGD","LU0976567544.SGD","LU2242649171.HKD","TSMG","IE000M9KFDE8.USD","LU0345769631.USD","LU0211327993.USD","LU1244550577.SGD","LU1551013342.USD","LU0256863902.USD","LU2237443622.USD","LU0203345920.USD","LU2756315664.SGD","LU0215105999.USD","SG9999002224.SGD","TSMZ","LU1116320737.USD","LU0820562030.AUD","LU0496365809.HKD","LU2054465674.USD","TSMU","LU0106261372.USD","JPMO","MU","LU2746668974.SGD","LU0345770993.USD","LU2237443465.HKD","TSM","TSMY","LU2357627491.SGD","IE00BKVL7J92.USD","LU2430703178.SGD","BK4585","MUD","LU0820561818.USD","MULL","LU0265550946.USD","LU1084165304.USD","LU1720051108.HKD","LU1670627923.USD","IE00BBT3K403.USD","LU2505996509.AUD","LU0689472784.USD","LU0256863811.USD","MUU","LU0234572021.USD","IE00BDCRKT87.USD","JPX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2636885042","title":"科技投资大佬Gavin Baker：台积电每季仅扩产5%，保守策略避免了AI行业出现泡沫","url":"https://stock-news.laohu8.com/highlight/detail?id=2636885042","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636885042?lang=zh_cn&edition=full","pubTime":"2026-05-19 10:03","pubTimestamp":1779156199,"startTime":"0","endTime":"0","summary":"5月19日，半导体领域资深投资者、Atreides Management创始人兼投资总监Gavin Baker称，台积电由70多岁的老一辈管理，他们不希望快速扩产，每季仅扩产5%，但这种保守的扩产策略却避免了人工智能(AI)行业出现泡沫。Baker分析，历史上每一次出现重大新技术，无一例外会伴随着泡沫，但这次情况不同，原因在于电力与晶圆的短缺。晶圆短缺的关键正是台积电的保守态度，若台积电每季的产能可以翻倍甚至翻三倍，英伟达明年可卖出1.5万亿至2万亿美元的芯片，但泡沫破裂的代价非常痛苦。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n 责任编辑：栎树","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":"https://usstock.jrj.com.cn/2026/05/19100357136268.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":"jinrongjie_highlight","symbols":["LU0889566641.SGD","LU2271345857.HKD","LU1508157978.USD","BK4543","BK4605","LU1623119135.USD","LU2458330169.SGD","LU2357125470.USD","NVDA","IE00BQXX3D17.EUR","LU1989772923.USD","LU2471134796.USD","LU0823421416.USD","LU1037948897.HKD","IE00BYQQ9H92.USD","LU2111349929.HKD","LU2860962120.EUR","LU2491050071.SGD","SGXZ99366536.SGD","LU2360032135.SGD","TSMZ","BK4526","BK4512","LU0823414478.USD","LU2471134952.CNY","LU2298321311.HKD","LU2247934214.USD","LU2491050154.USD","SGXZ81514606.USD","LU0109392836.USD","LU0488056044.USD","LU0175139822.USD","LU1868838027.USD","BK4532","IE00BKPKM429.USD","LU0124676726.USD","SG9999004220.SGD","LU0823414551.USD","BK4504","LU2125154935.USD","LU1316542783.SGD","LU0094547139.USD","TSMX","LU2023251221.USD","LU2092937221.SGD","LU2211815571.USD","TSMU","BK4588","LU0689626769.HKD","LU1989764748.USD","BK4548","STSM","BK4554","BK4527","BK4550","LU0323591593.USD","IE0004086264.USD","LU2237443978.SGD","LU0541501648.USD","IE00BZ199S13.USD","SG9999000418.SGD","LU0359201885.HKD","LU1934455194.USD","LU0878004406.USD","LU2249611893.SGD","LU0345770993.USD","LU2471134523.USD","BK4141","LU1974910355.USD","LU1323610961.USD","LU2023250504.SGD","LU2089284900.SGD","IE00BQXX3C00.GBP","IE00BQXX3F31.USD","LU0056508442.USD","LU1282649810.SGD","LU2360106780.USD","LU0238689110.USD","LU1934455863.HKD","LU0642271901.SGD","LU2750360641.GBP","LU0541502299.USD","TSMY","LU0143863198.USD","LU0082616367.USD","LU1023057109.AUD","LU1868837565.USD","LU2054465674.USD","LU2471134879.HKD","BK4533","IE0004445239.USD","TSM","LU0353189763.USD","LU0719512351.SGD","LU0198837287.USD","LU2250418816.HKD","LU0861579265.USD","LU1037948541.HKD","LU1989772840.SGD","LU2237443622.USD","LU0572939691.SGD","LU1917777945.USD","IE00B3M56506.USD","LU1267930813.SGD","LU0359202008.SGD","LU1989764664.SGD","LU0345770308.USD","BK4591","LU1803068979.SGD","LU2041044095.USD","LU0348723411.USD","LU0572940350.SGD","LU0792757196.USD","BK4581","LU2294711713.HKD","LU0158827781.USD","BK4503","LU2087625088.SGD","IE00BD6J9T35.USD","LU0158827948.USD","LU1852331112.SGD","LU0264606111.USD","LU1868837722.USD","LU1282649067.USD","LU2028103732.USD","LU2491049909.HKD","LU0965508806.USD","TSMG","LU0823421333.USD","LU0143863784.USD","BK4612","LU1934455277.USD","LU2106854487.HKD","LU2237443549.SGD","LU0316494557.USD","LU2089283258.USD","LU2133065610.SGD","LU0889565833.HKD","LU0359201612.USD","BK4535","LU2543165471.USD","LU1211504680.USD","SGXZ51526630.SGD","LU2237443382.USD","IE00B5TLWC47.USD","LU2663582299.SGD","LU0965509010.AUD","BK4585","LU0353189680.USD","LU0878005551.USD","03145","LU0384037296.USD","LU0965509101.SGD","LU2063271972.USD","LU2750360997.AUD","LU0289960550.SGD","IE00BFXG0V08.USD","LU2506951792.HKD","LU2125154778.USD","LU2360108059.USD","LU2211814178.USD","LU2458330243.SGD","BK4602","LU0882747503.HKD","LU1712237335.SGD","IE00BHPRN162.USD","BK4505","BK4534","IE0004091025.USD","LU0965509283.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636600220","title":"英特尔CEO称代工业务取得进展，下一代制造工艺有望与台积电竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2636600220","media":"环球市场播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636600220?lang=zh_cn&edition=full","pubTime":"2026-05-19 07:15","pubTimestamp":1779146100,"startTime":"0","endTime":"0","summary":"英特尔CEO陈立武在当地时间周一接受采访时表示，该公司的外部代工业务正在稳步发展，成为其扭亏为盈的关键一环。其中一个关键问题是，陈立武能否实现英特尔的代工目标，使其制造能力与台积电等公司展开竞争。 他特别指出，英特尔先进的18A制造工艺取得了改进，投资者一直密切关注这一工艺，将其视为该公司扭亏为盈的关键考验。","market":"other","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/2026-05-19/doc-inhyknrs3472225.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2764262908.HKD","TSMZ","LU0889566641.SGD","LU0689626769.HKD","LU0345770993.USD","LU0345770308.USD","SG9999004220.SGD","LU2491050071.SGD","LINT","BK4585","LU2106854487.HKD","LU0965509010.AUD","IE00BQXX3D17.EUR","LU0097036916.USD","LU2089283258.USD","SGXZ81514606.USD","LU2211815571.USD","LU0158827948.USD","LU0572940350.SGD","LU2041044095.USD","LU2089985449.USD","LU2087625088.SGD","LU0316494557.USD","LU1868838027.USD","LU1917777945.USD","LU2663582299.SGD","LU1282649067.USD","BK4534","LU0158827781.USD","LU2271345857.HKD","LU2360108059.USD","LU1508157978.USD","LU2543165471.USD","INTC","LU1868837565.USD","LU0861579265.USD","LU1868837722.USD","BK4504","BK4581","LU0823421333.USD","LU2750360641.GBP","BK4554","BK4602","LU1623119135.USD","LU0882747503.HKD","LU0274383776.USD","LU2237443622.USD","LU0264606111.USD","04335","LU2237443978.SGD","IE0004086264.USD","LU0384037296.USD","LU1037948541.HKD","BK4579","BK4612","BK4505","LU0541501648.USD","LU0289960550.SGD","BK4591","LU2125154935.USD","BK4529","IE0004445239.USD","TSMX","LU2360106780.USD","LU2237443382.USD","LU1316542783.SGD","LU0642271901.SGD","TSM","LU2471134796.USD","LU0124676726.USD","LU0175139822.USD","LU2063271972.USD","LU0792757196.USD","LU0823414551.USD","LU2491050154.USD","LU2023251221.USD","LU2089284900.SGD","IE00BYQQ9H92.USD","LU2133065610.SGD","BK4535","LU1852331112.SGD","LU2471134879.HKD","LU1037948897.HKD","LU2360032135.SGD","BK4543","STSM","LU0353189763.USD","LU2860962120.EUR","BK4526","BK4515","BK4588","LU1989764664.SGD","BK4141","BK4527","LU1974910355.USD","IE00BD6J9T35.USD","LU0541502299.USD","LU2458330169.SGD","IE00BKPKM429.USD","BK4532","LU0238689110.USD","LU0154236417.USD","LU0056508442.USD","LU2491049909.HKD","IE00B3M56506.USD","LU0878004406.USD","LU1803068979.SGD","SGXZ51526630.SGD","LU1267930813.SGD","LU0359201612.USD","LU0572939691.SGD","LU0321505868.SGD","LU0823414478.USD","LU2931357623.SGD","LU0965509283.SGD","IE00BQXX3C00.GBP","LU0823421416.USD","LU2028103732.USD","LU0082616367.USD","LU1712237335.SGD","LU2357125470.USD","LU1211504680.USD","INTW","LU2125154778.USD","SG9999000418.SGD","BK4550","LU0965508806.USD","LU2750360997.AUD","LU0321505439.SGD","LU0719512351.SGD","LU1989772923.USD","IE00BZ199S13.USD","IE00B5TLWC47.USD","LU2471134952.CNY","LU2148611432.USD","TSMU","LU0109392836.USD","IE000M9KFDE8.USD","LU2250418816.HKD","03145","LU2111349929.HKD","LU0488056044.USD","LU0198837287.USD","LU2054465674.USD","IE0004091025.USD","LU2023250504.SGD","BK4512","LU2458330243.SGD","LU0359201885.HKD","LU1282649810.SGD","LU0878005551.USD","LU0143863198.USD","LU1323610961.USD","LU2249611893.SGD","LU0348723411.USD","LU1989764748.USD","IE00BHPRN162.USD","LU2506951792.HKD","LU2298321311.HKD","LU2764263203.CNY","LU2092937221.SGD","LU2764263039.SGD","IE00BFXG0V08.USD","LU2294711713.HKD","IE00BQXX3F31.USD","LU1934455277.USD","LU1989772840.SGD","LU2211814178.USD","LU0359202008.SGD","LU0143863784.USD","LU0323591593.USD","BK4503","BK4533","LU0353189680.USD","BK4575","LU2471134523.USD","LU2720916845.USD","LU2237443549.SGD","LU0889565833.HKD","TSMG","BK4548","SGXZ99366536.SGD","LU0965509101.SGD","BK4605","TSMY","LU1934455863.HKD","LU1023057109.AUD","LU1934455194.USD","LU0081259029.USD","LU2247934214.USD","LU0094547139.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636559022","title":"群智咨询：预计2026年全球先进封装市场规模将达587亿美元 同比增长约97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636559022","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636559022?lang=zh_cn&edition=full","pubTime":"2026-05-18 18:26","pubTimestamp":1779099968,"startTime":"0","endTime":"0","summary":"根据群智咨询数据，全球先进封装产能在2025-2030年间保持41%的复合年均增长率，2025-2027年间则高达77%。预计到2027年下半年，全球先进封装产能将达到平衡点，并进入相对温和的增长周期。2025年，台积电在全球先进封装产能中拥有58%的份额。群智咨询认为，在先进封装需求日益增长的背景下，台积电一方面积极扩产封测新厂，另一方面将原有成熟制程代工产能优化整合，将厂房、人力等资源倾斜给先进封装业务，预计2026年台积电先进封装产能将同比增长约84%。","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/1442994.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":["IE0004086264.USD","IE00BQXX3C00.GBP","LU0965508806.USD","BK4602","LU2360032135.SGD","LU2491049909.HKD","PSI","LU2360108059.USD","AI","AGIX","LU1282649810.SGD","BK4526","BK4505","IE00BQXX3F31.USD","LU0345770993.USD","BK4587","LU2028103732.USD","LU0965509101.SGD","TSMZ","XSD","STSM","LU2471134879.HKD","EWT","IE0004445239.USD","LU0198837287.USD","LU0719512351.SGD","LU1211504680.USD","LU1989764748.USD","LU2491050071.SGD","CHPY","BK4532","FTXL","BK4535","BK4605","VGT","LU0572939691.SGD","LU2063271972.USD","BK4585","LU0642271901.SGD","LU0143863198.USD","LU0878005551.USD","BK4548","LU2023251221.USD","BK4533","IE00BZ199S13.USD","BK4512","LU2125154778.USD","LU1267930813.SGD","LU2506951792.HKD","AIYY","BK0214","LU0965509010.AUD","BK4591","LU0056508442.USD","LU2543165471.USD","LU0792757196.USD","LU2237443549.SGD","LU0878004406.USD","SMH","LU0889565833.HKD","LU2089283258.USD","LU2023250504.SGD","LU1868837722.USD","LU1323610961.USD","LU2087625088.SGD","IE00BKPKM429.USD","LU1989764664.SGD","LU2458330169.SGD","LU0823414478.USD","LU1623119135.USD","LU1508157978.USD","LU0345770308.USD","LU1037948897.HKD","BK4550","LU2092937221.SGD","LU2237443978.SGD","BK0188","FLTW","LU0689626769.HKD","LU2298321311.HKD","LU0238689110.USD","LU0882747503.HKD","LU0124676726.USD","LU2211815571.USD","SG9999000418.SGD","TSMX","LU1712237335.SGD","LU2237443622.USD","BK4551","BK0139","BK0121","BK4503","LU1989772923.USD","IE00B5TLWC47.USD","LU0359201885.HKD","LU1934455863.HKD","LU2458330243.SGD","LU0264606111.USD","BK4527","SOXY","IE00BFXG0V08.USD","CHPS","03145","LU0965509283.SGD","LU2471134952.CNY","IE0004091025.USD","BK0125","LU1917777945.USD","IE00B3M56506.USD","LU2250418816.HKD","LU0289960550.SGD","BK4554","LU0359201612.USD","LU0094547139.USD","LU2133065610.SGD","BK4141","BK4588","LU2111349929.HKD","BK0028","LU2041044095.USD","EMXC","BK0198","LU0353189763.USD","LU0488056044.USD","BK0132","SG9999004220.SGD","SOXS","IE00BD6J9T35.USD","INTC","LU2211814178.USD","LU2750360641.GBP","LU1868838027.USD","USD","04335","LU2471134796.USD","LU1037948541.HKD","LU2271345857.HKD","LU0109392836.USD","LU2360106780.USD","LU1023057109.AUD","SMHX","SSG","LU2294711713.HKD","TSMU","BK4023","LU1852331112.SGD","002185","BK4504","TSM","LU1934455277.USD","LU2663582299.SGD","IE00BQXX3D17.EUR","LU0353189680.USD","BK4612","LU0323591593.USD","TSMY","LU1934455194.USD","ARTY","LU1974910355.USD","LU2237443382.USD","LU2491050154.USD","LU2860962120.EUR","LU0359202008.SGD","SGXZ81514606.USD","LU0572940350.SGD","LU0384037296.USD","LU2471134523.USD","LU0175139822.USD","IEMG","BK4543","SGXZ99366536.SGD","LU0541501648.USD","LU0823414551.USD","LU0823421416.USD","LU0541502299.USD","LU2247934214.USD","TWN","LU2054465674.USD","LU0348723411.USD","TEKX","BK4528","LU1316542783.SGD","LU0158827781.USD","LU0823421333.USD","IE00BYQQ9H92.USD","LU0143863784.USD","LU0889566641.SGD","LU2106854487.HKD","LU2357125470.USD","SOXX","LU1989772840.SGD","SGXZ51526630.SGD","TSMG","SOXL","LU2249611893.SGD","SOXQ","LU0158827948.USD","IE00BHPRN162.USD","LU0082616367.USD","AIPO","LU0316494557.USD","LU1282649067.USD","LU1803068979.SGD","LU2089284900.SGD","LU0861579265.USD","LU1868837565.USD","BK4534","BK4581","LU2125154935.USD","LU2750360997.AUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636042618","title":"CoWoS，变了","url":"https://stock-news.laohu8.com/highlight/detail?id=2636042618","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636042618?lang=zh_cn&edition=full","pubTime":"2026-05-18 14:24","pubTimestamp":1779085467,"startTime":"0","endTime":"0","summary":"台湾半导体产业正在分裂成两条平行线","market":"sh","thumbnail":"https://img3.gelonghui.com/54a65-3019ff24-0832-4c09-823f-f08bbeaddc4d.jpg?guru_height=3264&guru_width=5824&guru_size=1075590","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/54a65-3019ff24-0832-4c09-823f-f08bbeaddc4d.jpg?guru_height=3264&guru_width=5824&guru_size=1075590"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4807359","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":"gelonghui_highlight","symbols":["LU2491050154.USD","03145","IE00BQXX3C00.GBP","LU0689626769.HKD","LU2750360997.AUD","IE00BKPKM429.USD","LU2294711713.HKD","BK4505","LU1803068979.SGD","LU2211814178.USD","TSMU","LU0384037296.USD","LU0823414551.USD","IE0004091025.USD","IE0004445239.USD","TSMG","LU0823421333.USD","LU0158827781.USD","LU2106854487.HKD","SG9999000418.SGD","LU1934455863.HKD","LU1267930813.SGD","LU0359201612.USD","LU0198837287.USD","LU1868837565.USD","BK4141","LU2249611893.SGD","LU2063271972.USD","LU0353189680.USD","LU2471134523.USD","LU2028103732.USD","LU2111349929.HKD","LU0289960550.SGD","LU2250418816.HKD","BK4535","LU1211504680.USD","LU1989764664.SGD","LU2247934214.USD","BK4588","LU0823414478.USD","LU0965509010.AUD","LU0109392836.USD","TSM","LU1989772923.USD","IE00B3M56506.USD","LU0882747503.HKD","STSM","LU2860962120.EUR","BK4585","LU0348723411.USD","LU1989764748.USD","LU0056508442.USD","LU2471134952.CNY","LU0719512351.SGD","LU2458330169.SGD","LU1623119135.USD","IE00BQXX3F31.USD","LU0238689110.USD","LU2054465674.USD","LU2211815571.USD","LU1917777945.USD","IE00BHPRN162.USD","LU2360106780.USD","LU0642271901.SGD","BK4612","LU2089283258.USD","LU0345770308.USD","LU2357125470.USD","SG9999004220.SGD","IE00BD6J9T35.USD","LU2298321311.HKD","LU2750360641.GBP","BK4532","BK4554","IE00B5TLWC47.USD","LU2271345857.HKD","LU2092937221.SGD","LU2471134796.USD","LU2237443382.USD","LU0965509101.SGD","LU2663582299.SGD","IE0004086264.USD","LU2023250504.SGD","LU2237443622.USD","LU1974910355.USD","LU0878005551.USD","LU1508157978.USD","BK4512","BK4527","BK4581","LU0082616367.USD","LU0094547139.USD","LU0541501648.USD","LU0823421416.USD","BK4534","BK4548","LU0861579265.USD","LU0572939691.SGD","LU1868838027.USD","BK4602","LU0353189763.USD","IE00BQXX3D17.EUR","TSMX","LU0889565833.HKD","LU0541502299.USD","LU1037948541.HKD","LU1989772840.SGD","LU0965508806.USD","LU0143863784.USD","IE00BYQQ9H92.USD","SGXZ81514606.USD","LU0124676726.USD","LU0572940350.SGD","BK4533","LU1868837722.USD","BK4591","BK4503","LU2133065610.SGD","LU2543165471.USD","LU0359202008.SGD","LU0792757196.USD","LU2360032135.SGD","BK4504","LU2237443978.SGD","TSMY","LU2023251221.USD","LU1282649810.SGD","TSMZ","LU0158827948.USD","IE00BZ199S13.USD","LU2458330243.SGD","IE00BFXG0V08.USD","LU1934455277.USD","LU0175139822.USD","LU0488056044.USD","LU1023057109.AUD","LU0359201885.HKD","LU0965509283.SGD","LU1934455194.USD","LU2506951792.HKD","LU1037948897.HKD","LU0316494557.USD","BK4543","LU0889566641.SGD","LU2237443549.SGD","LU0878004406.USD","LU0143863198.USD","LU0323591593.USD","BK4550","LU1282649067.USD","LU1323610961.USD","BK4605","LU2360108059.USD","SGXZ99366536.SGD","LU1712237335.SGD","LU2491050071.SGD","LU2089284900.SGD","LU2491049909.HKD","LU2471134879.HKD","LU1852331112.SGD","LU2087625088.SGD","LU0264606111.USD","LU1316542783.SGD","SGXZ51526630.SGD","LU0345770993.USD","LU2041044095.USD","LU2125154778.USD","LU2125154935.USD","BK4526"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636101036","title":"台积电CPO布局升级加速，ABF基板供需恐再现紧张局面","url":"https://stock-news.laohu8.com/highlight/detail?id=2636101036","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636101036?lang=zh_cn&edition=full","pubTime":"2026-05-18 10:32","pubTimestamp":1779071557,"startTime":"0","endTime":"0","summary":"AI数据中心军备竞赛蔓延至新战场——台积电光电共封装方案\"COUPE on Substrate\"将于2026年下半年量产，技术路线从先进制程升级至光电系统整合。AI GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。","market":"us","thumbnail":"https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5025dc3c20f14808adebf26909c9e535","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772469","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"台积电CPO布局升级加速，ABF基板供需恐再现紧张局面","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","IE00BZ199S13.USD","SG9999004220.SGD","LU2063271972.USD","LU0572939691.SGD","IE00BQXX3C00.GBP","LU2860962120.EUR","IE00BD6J9T35.USD","IE0004086264.USD","LU0056508442.USD","LU0965509101.SGD","LU0792757196.USD","LU2125154778.USD","LU2089284900.SGD","LU2357125470.USD","LU2458330169.SGD","LU2471134879.HKD","IE00B5TLWC47.USD","LU1282649810.SGD","LU2211814178.USD","LU2471134523.USD","LU2750360641.GBP","LU0823414478.USD","TSMZ","LU1712237335.SGD","LU0823414551.USD","BK4543","SGXZ51526630.SGD","LU1803068979.SGD","LU2041044095.USD","LU1211504680.USD","IE00BFXG0V08.USD","SGXZ99366536.SGD","LU1934455277.USD","BK4588","LU0158827781.USD","LU0264606111.USD","LU0882747503.HKD","LU1316542783.SGD","LU1934455863.HKD","LU0109392836.USD","LU2543165471.USD","LU0488056044.USD","LU1037948897.HKD","LU0689626769.HKD","LU0143863784.USD","LU0965509010.AUD","LU2089283258.USD","LU2491050071.SGD","LU0345770308.USD","LU0198837287.USD","STSM","LU0359202008.SGD","BK4602","LU2237443382.USD","LU0359201612.USD","TSMG","LU2294711713.HKD","LU2491049909.HKD","LU0878004406.USD","IE0004445239.USD","LU2249611893.SGD","LU1989764748.USD","LU1989764664.SGD","LU1868838027.USD","LU2250418816.HKD","LU0348723411.USD","BK4535","LU0965508806.USD","BK4591","LU2247934214.USD","BK4581","BK4527","LU0541501648.USD","LU2750360997.AUD","LU0889566641.SGD","BK4548","LU2458330243.SGD","SGXZ81514606.USD","LU1989772923.USD","LU1508157978.USD","TSMX","LU0359201885.HKD","LU0878005551.USD","IE00BHPRN162.USD","LU0175139822.USD","LU0158827948.USD","BK4605","LU2237443978.SGD","LU1023057109.AUD","LU1037948541.HKD","LU1934455194.USD","LU0353189763.USD","BK4141","IE00B3M56506.USD","TSMU","LU2054465674.USD","LU2360032135.SGD","LU2111349929.HKD","BK4534","LU2471134796.USD","LU2087625088.SGD","BK4532","LU1868837722.USD","LU0143863198.USD","LU0316494557.USD","LU2298321311.HKD","LU2360108059.USD","LU0353189680.USD","BK4505","BK4533","BK4504","LU0124676726.USD","LU2506951792.HKD","LU0384037296.USD","LU0823421416.USD","LU2133065610.SGD","LU1623119135.USD","LU1974910355.USD","03145","LU0289960550.SGD","LU2125154935.USD","LU1868837565.USD","LU2471134952.CNY","IE00BKPKM429.USD","BK4612","LU0823421333.USD","LU1267930813.SGD","BK4550","TSM","BK4512","LU0345770993.USD","LU2237443549.SGD","LU0323591593.USD","LU2106854487.HKD","IE00BYQQ9H92.USD","LU2271345857.HKD","SG9999000418.SGD","LU0719512351.SGD","LU0861579265.USD","LU2023250504.SGD","IE00BQXX3F31.USD","BK4526","LU1852331112.SGD","BK4503","LU0889565833.HKD","LU1323610961.USD","LU0094547139.USD","LU1989772840.SGD","TSMY","LU1282649067.USD","LU2023251221.USD","BK4554","LU2663582299.SGD","LU0238689110.USD","LU1917777945.USD","IE0004091025.USD","LU2237443622.USD","LU0572940350.SGD","LU2211815571.USD","LU0541502299.USD","LU2360106780.USD","IE00BQXX3D17.EUR","LU0082616367.USD","LU2092937221.SGD","LU0642271901.SGD","LU2028103732.USD","LU0965509283.SGD","LU2491050154.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2636014145","title":"国金证券：看好AI覆铜板/PCB及核心算力硬件、半导体设备及苹果产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2636014145","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636014145?lang=zh_cn&edition=full","pubTime":"2026-05-18 07:04","pubTimestamp":1779059093,"startTime":"0","endTime":"0","summary":"目前多家AI-PCB公司订单强劲，满产满销，正在大力扩产，业绩高增长有望持续。AI覆铜板也需求旺盛，由于海外覆铜板扩产缓慢，大陆覆铜板龙头厂商有望积极受益。国金证券主要观点如下：AI算力需求井喷带动产业链业绩超预期，关键物料产能锁定或成常态。太阳诱电也发布了超预期的2025财年业绩，利润同比增长535%，并预测2026财年AI服务器MLCC营收将大涨80%。","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/1442655.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":["LU1989772840.SGD","LU0787776722.HKD","BK4534","LU0889565833.HKD","LU0553294199.USD","AAPX","LU0080751232.USD","HK0000819398.USD","IE00BJTD4N35.SGD","LU1642822529.SGD","LU2458330243.SGD","LU0256863811.USD","LU2237443465.HKD","LU0724617625.USD","LU0133085943.USD","LU0210528500.USD","SG9999017495.SGD","LU1582986359.USD","LU1778281490.HKD","IE00B7KXQ091.USD","LU1582987597.SGD","LU0689472784.USD","LU0109392836.USD","BK4501","LU0949170772.SGD","LU2896262040.SGD","LU0256863902.USD","LU0203202063.USD","LU0251132253.USD","LU0786609619.USD","IE00BJLML261.HKD","IE00BJTD4V19.USD","LU0528227936.USD","LU1823568750.SGD","LU0494093205.USD","LU1815333072.USD","LU2381873111.SGD","LU0823434740.USD","LU0310799852.SGD","LU2063271972.USD","LU0965509010.AUD","LU0345770308.USD","LU1267930730.SGD","LU0238689110.USD","LU2089283258.USD","LU0210536198.USD","LU1917777945.USD","LU1551013342.USD","IE00BDCRKT87.USD","LU2087625088.SGD","LU0070217475.USD","LU0353189680.USD","IE00B19Z9505.USD","BK4515","LU2168563687.JPY","LU0011850046.USD","LU0788109477.HKD","LU0545039389.USD","META","HK0000532082.HKD","LU0082616367.USD","LU0784385170.HKD","LU2462591277.SGD","LU1242518931.SGD","LU0308772762.SGD","AAPD","LU1974910355.USD","IE00B5949003.HKD","LU0943347566.SGD","IE00BSNM7G36.USD","LU2168564065.EUR","LU2247934214.USD","LU2111349929.HKD","LU2360106780.USD","LU2237443549.SGD","IE00B1XK9C88.USD","LU0661504455.SGD","LU0823421333.USD","BK4573","LU1116320901.HKD","BK0012","LU2023250843.SGD","LU2430703251.USD","IE00BDRTCR15.USD","LU1035775433.USD","LU0234570918.USD","SG9999015341.SGD","LU1935043536.SGD","MSFT","LU1988902786.USD","LU2452424414.USD","LU1267930490.SGD","BK4507","LU1506573853.SGD","LU1868837300.USD","LU0354030511.USD","LU1868836757.USD","LU0109391861.USD","LU1803068979.SGD","LU0345768740.USD","IE00B4JS1V06.HKD","LU0154236417.USD","LU2505996681.GBP","LU1989772923.USD","LU2462591350.SGD","LU0203201768.USD","SG9999015358.SGD","BK4532","LU2097344431.USD","BK0183","LU1674673691.USD","LU2083900584.USD","LU1582987324.SGD","IE00BJJMRX11.SGD","LU2213496289.HKD","LU0096362180.USD","LU2471134952.CNY","LU2092627202.USD","BK4550","LU0124676726.USD","LU1791710582.SGD","AAPW","LU0683600562.USD","LU0211327993.USD","LU1732800096.USD","LU0353189763.USD","LU2047632596.USD","LU1814569148.SGD","IE00BJJMRY28.SGD","LU1868836914.USD","AAPU","LU0868494617.USD","IE00B19Z8W00.USD","LU0128525929.USD","SG9999015978.USD","LU0784385840.USD","LU2750360997.AUD","IE0034235295.USD","IE0004445015.USD","BK4575","LU1084165304.USD","LU2023250330.USD","SG9999014906.USD","LU0215105999.USD","IE00BLSP4239.USD","BK4592","LU1699723380.USD","LU0642271901.SGD","LU0345769128.USD","SG9999018865.SGD","LU0965509101.SGD","LU0056508442.USD","LU2458330169.SGD","LU2552382058.USD","LU1989764748.USD","LU2242650005.HKD","LU0211328371.USD","LU1935042991.SGD","LU1037948897.HKD","LU0029864427.USD","LU0964807845.USD","LU1989764664.SGD","LU0795875169.SGD","AAPB","BK4571","LU2087621335.USD","LU1242518857.USD","LU0708995401.HKD","LU0557290698.USD","BK4512","LU0820561818.USD","LU1935043023.USD","LU0689626769.HKD","LU2471134796.USD","LU0079474960.USD","AMZN","LU0823434583.USD","BK4581","LU1582986433.USD","LU1003077747.HKD","LU2237438978.USD","LU1037948541.HKD","LU0127658192.USD","LU2250418816.HKD","LU0672654240.SGD","TSLA","LU2552382132.HKD","LU2271345857.HKD","LU1066051225.USD","GB00BDT5M118.USD","SG9999014914.USD","LU0417517546.SGD","LU1674673428.USD","LU2125154778.USD","LU2100268510.USD","SG9999014898.SGD","IE00B3SWFQ91.USD","IE00BLSP4452.SGD","LU0444971666.USD","LU0198837287.USD","BK0188","BK4559","LU1868837136.USD","LU2543165471.USD","LU1496350502.SGD","LU2592432038.USD","LU1718418525.SGD","LU2237443978.SGD","SG9999014559.SGD","LU2108987350.USD","LU2471134879.HKD","LU0795875086.SGD","IE000KEQY171.SGD","IE000F7OJYX1.SGD","IE00BN29S564.USD","LU0354030438.USD","LU2125154935.USD","LU0957808578.USD","LU0942090050.USD","BK4170","LU2237443382.USD","LU2756315664.SGD","HK0000320223.HKD","LU0965508806.USD","MACW.SI","IE000MB6IJN5.SGD","HK0000914686.HKD","IE00BKDWB100.SGD","LU2361044865.SGD","IE00BK4W5L77.USD","IE0004086264.USD","IE0004445239.USD","APLY","LU0345769631.USD","LU0868494708.USD","LU2420271590.USD","IE0034235303.USD","LU0314104364.USD","IE00BBT3K403.USD","LU2505996509.AUD","LU0265550359.USD","LU0158827781.USD","LU0979878070.USD","LU2361044949.HKD","IE00BFSS8Q28.SGD","LU0234572021.USD","LU0310800379.SGD","LU0511384066.AUD","LU1066051811.HKD","LU1145028129.USD","SG9999000418.SGD","LU1935042215.USD","LU2403377893.USD","LU2361045086.USD","LU2242649171.HKD","LU1069344957.HKD","LU2065171402.SGD","LU1046421795.USD","BK4535","LU2023250504.SGD","BK0276","LU2092937148.SGD","IE00B775H168.HKD","LU0210533765.USD","LU0174119429.USD","SG9999001424.SGD","LU0072462426.USD","BK4579","LU1791710400.SGD","GOOG","LU0289739343.SGD","LU0640476718.USD","HK0000914660.USD","LU0965509283.SGD","AAPL","LU2417539215.USD","LU2954938101.SGD","LU0267386448.USD","LU1119994496.HKD","BK4527","LU2023251221.USD","IE00B1BXHZ80.USD","LU0077335932.USD","LU2133065610.SGD","LU0265550946.USD","LU0820562030.AUD","LU0081259029.USD","BK4598","LU1206713676.USD","AAPY","IE00B3S45H60.SGD","LU0726765562.USD","LU0057025933.USD","IE0009356076.USD","LU2191332357.HKD","LU0708994859.HKD","LU0882574139.USD","LU2347655156.SGD","LU0345768153.USD","LU0957791311.USD","LU2471134523.USD","LU2999663052.SGD","IE00BFSS7M15.SGD","IE000YTNTUN2.SGD","SG9999014575.USD","LU1064131342.USD","LU2265009873.SGD","LU0289961442.SGD","SG9999015945.SGD","LU1914381329.SGD","LU1935042488.USD","SG9999014567.USD","LU1301847155.USD","LU1116320737.USD","LU1852331112.SGD","LU1548497426.USD","LU1815336760.USD","LU0143551892.USD","LU1066051498.USD","LU1804176565.USD","LU0096364046.USD","LU2637965513.SGD","LU1280957306.USD","LU1066053197.SGD","BK0028","IE0004091025.USD","TSM","LU1732799900.SGD","LU2602419157.SGD","LU0061475181.USD","LU2065169927.USD","LU0048584097.USD","LU1244550494.USD","LU2552382215.SGD","LU0345770993.USD","BK4588","LU0784384876.USD","LU2360032135.SGD","BK4554","LU2286300806.USD","IE000W1ABFV2.USD","LU2462157665.USD","LU0949170426.SGD","LU1571399168.USD","LU2264538146.SGD","LU2065170008.USD","LU2168564149.EUR","LU0861579265.USD","LU2028103732.USD","LU2746668974.SGD","LU1989771016.USD","IE0000B7K699.USD","LU2430703095.HKD","BK4553","NVDA","LU0472753341.HKD","BK4585","LU2077746001.SGD","LU2054465674.USD","LU1206712785.SGD","IE000BZT7R73.USD","LU0456855351.SGD","SG9999002232.USD","LU2236285917.USD","LU2860962120.EUR","LU0170899867.USD","LU2746668461.USD","IE00BN8TJ469.HKD","LU1720051017.SGD","LU0061474960.USD","LU0466842654.USD","LU1551013425.SGD","SG9999015986.USD","LU1934455194.USD","LU2237443895.HKD","LU1934455863.HKD","LU1316542783.SGD","LU3102509885.SGD","IE0001KFT4U8.USD","LU2461242641.AUD","SG9999002224.SGD","LU0314106906.USD","IE000ITXATA3.USD","LU0476273544.USD","SG9999018857.SGD","LU2168564495.EUR","IE00BK4W5M84.HKD","IE00B4YYXB79.USD","LU0323591593.USD","LU0823421416.USD","LU0097036916.USD","IE0005OL40V9.USD","IE00B775SV38.USD","LU1127390331.HKD","LU1244550221.USD","IE0003U64NQ7.SGD","LU2357305700.SGD","IE0009G5SDU7.USD","LU0157215616.USD","LU0784383803.USD","SGXZ31699556.SGD","IE00BKVL7J92.USD","LU1366192091.USD","LU2750360641.GBP","LU2097344357.USD","BK4566","LU1235294995.USD","IE00B19Z8X17.USD","LU1629891620.HKD","BK4211","LU2430703178.SGD","LU1232071149.USD","BK4574","LU2065171311.SGD","IE00BZ1G4Q59.USD","LU2456880835.USD","600109","LU1868836591.USD","LU0348723411.USD","LU1261432733.SGD","LU2347655073.USD","LU0738911758.USD","LU2168564222.USD","LU1267930573.SGD","IE000WAW04H5.SGD","LU0158827948.USD","LU2106854487.HKD","LU0719512351.SGD","SG9999015952.SGD","LU0820561909.HKD","BK4533","LU0316494557.USD","LU2089284900.SGD","LU2237443622.USD","IE00BWXC8680.SGD","LU0053666078.USD","LU2756315318.SGD","HK0000306685.HKD","BK4576","IE000SO60NU8.SGD","IE00BYXW3230.USD","LU1366333091.USD","LU1720051108.HKD","LU1244550577.SGD","LU0149725797.USD","LU0069063385.USD","LU1934455277.USD","LU0985320562.USD","LU1291159041.SGD","HK0000306701.USD","BK0201","LU0444973449.USD","HK0000320264.USD","BK4505","LU2487616109.SGD","SG9999014542.SGD","LU1839511570.USD","LU1496350171.SGD","SG9999014880.SGD","LU0912757837.SGD","LU0320765059.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635182063","title":"碳化硅衬底需求大涨？业内专家“泼冷水”：台积电2.5D封装根本不用它","url":"https://stock-news.laohu8.com/highlight/detail?id=2635182063","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635182063?lang=zh_cn&edition=full","pubTime":"2026-05-16 19:34","pubTimestamp":1778931240,"startTime":"0","endTime":"0","summary":"在芯片几乎全行业都处于需求上升之际，被视为第三代半导体的碳化硅却是另外一番风景——无论是海外大厂Wolfspeed，还是国内碳化硅大厂天岳先进，其业绩表现均不佳。在此背景下，碳化硅行业盯上了当下最热门的赛道：先进封装，特别是2.5D先进封装。近期，A股碳化硅概念持续火热，天岳先进、露笑科技一度受到投资者热捧。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605163739620298.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605163739620298.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_eastmoney","symbols":["LU2491050154.USD","LU0109392836.USD","LU1803068979.SGD","LU1934455194.USD","IE00BZ199S13.USD","LU2471134879.HKD","WOLF","LU0158827948.USD","LU2491050071.SGD","LU1267930813.SGD","LU1989764664.SGD","LU2106854487.HKD","SGXZ99366536.SGD","LU2298321311.HKD","LU0143863784.USD","LU0056508442.USD","02631","IE00BFXG0V08.USD","LU2750360641.GBP","LU0143863198.USD","LU0792757196.USD","LU2250418816.HKD","BK4602","LU0175139822.USD","BK4605","LU2054465674.USD","IE00B5TLWC47.USD","BK4581","LU0823414478.USD","LU0823421333.USD","LU2087625088.SGD","LU0965509010.AUD","LU1852331112.SGD","LU2458330169.SGD","LU2237443622.USD","LU0572939691.SGD","LU2063271972.USD","LU2125154778.USD","BK4512","BK4585","LU0572940350.SGD","BK4527","IE00BQXX3D17.EUR","LU2092937221.SGD","TSMY","LU2041044095.USD","LU2750360997.AUD","LU1934455863.HKD","BK4548","688234","LU0861579265.USD","LU0345770308.USD","LU0384037296.USD","IE00BKPKM429.USD","LU2237443549.SGD","LU1989772923.USD","LU1037948897.HKD","LU2271345857.HKD","TSMZ","LU2294711713.HKD","LU2360106780.USD","LU0353189763.USD","LU1934455277.USD","LU2471134523.USD","LU2471134952.CNY","BK4526","BK4534","LU0158827781.USD","LU1023057109.AUD","LU0965509283.SGD","LU0094547139.USD","IE0004091025.USD","BK4532","IE00BHPRN162.USD","LU1323610961.USD","LU2491049909.HKD","LU0198837287.USD","BK4612","LU2237443382.USD","LU0965509101.SGD","BK4533","LU2211814178.USD","LU2471134796.USD","TSMG","LU0642271901.SGD","LU1211504680.USD","BK4543","LU2023251221.USD","SGXZ51526630.SGD","TSM","LU0689626769.HKD","LU0238689110.USD","LU2023250504.SGD","LU0353189680.USD","LU0823421416.USD","LU0541502299.USD","SG9999004220.SGD","LU1868837722.USD","LU2543165471.USD","LU0889565833.HKD","LU2247934214.USD","LU1974910355.USD","LU2111349929.HKD","LU0124676726.USD","LU1868838027.USD","LU0882747503.HKD","LU2237443978.SGD","IE00B3M56506.USD","LU2089283258.USD","LU2360108059.USD","LU0264606111.USD","LU2125154935.USD","LU1282649810.SGD","LU2249611893.SGD","BK4554","LU0823414551.USD","LU2506951792.HKD","LU2133065610.SGD","LU0878004406.USD","SG9999000418.SGD","BK4503","BK4504","LU2357125470.USD","LU1316542783.SGD","LU2211815571.USD","TSMX","BK4591","BK4588","LU1508157978.USD","IE00BQXX3C00.GBP","IE00BQXX3F31.USD","LU0719512351.SGD","IE00BYQQ9H92.USD","BK4141","LU0359201612.USD","LU1989772840.SGD","BK4550","BK4505","LU0359202008.SGD","LU0488056044.USD","LU0541501648.USD","LU0316494557.USD","LU0359201885.HKD","LU1037948541.HKD","LU1917777945.USD","LU2028103732.USD","STSM","BK4535","IE0004086264.USD","LU1623119135.USD","IE00BD6J9T35.USD","LU1282649067.USD","LU0965508806.USD","LU2663582299.SGD","LU0082616367.USD","03145","LU0345770993.USD","LU0878005551.USD","SGXZ81514606.USD","LU0348723411.USD","LU2458330243.SGD","TSMU","LU2360032135.SGD","LU1868837565.USD","LU0889566641.SGD","LU2860962120.EUR","LU0323591593.USD","LU1712237335.SGD","LU1989764748.USD","IE0004445239.USD","LU2089284900.SGD","LU0289960550.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635105015","title":"中国顶流私募Q1调仓揭秘：重仓AI和半导体 中概核心稳中有调","url":"https://stock-news.laohu8.com/highlight/detail?id=2635105015","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635105015?lang=zh_cn&edition=full","pubTime":"2026-05-16 15:59","pubTimestamp":1778918394,"startTime":"0","endTime":"0","summary":"2026年一季度，高瓴（HHLR）、景林、高毅、东方港湾、喜马拉雅资本五大头部中资机构美股持仓动向悉数揭晓；","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20260516/20260516160147_83631.png?x-oss-process=image/format,jpg/quality,q_60","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260516/20260516160147_83631.png?x-oss-process=image/format,jpg/quality,q_60"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442589.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["INTC","BK4585","PDD","AMD","MU","TSM","04335","BAC","09988","NVDA","BK4535","BABA","BK4588","GOOGL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635052720","title":"桥水一季度持仓大调仓：猛买英伟达、博通等芯片股，清仓赛富时等多只软件股","url":"https://stock-news.laohu8.com/highlight/detail?id=2635052720","media":"格隆汇","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635052720?lang=zh_cn&edition=full","pubTime":"2026-05-16 13:35","pubTimestamp":1778909746,"startTime":"0","endTime":"0","summary":"5月16日，全球最大对冲基金桥水公布了截至今年3月底的美股一季度持仓报告。报告显示，桥水在今年一季度对英伟达、博通、美光科技等芯片股进行了大手笔加仓；与此同时，桥水对赛富时、ServiceNow、GoDaddy Class A等企业软件股进行了清仓操作。在此期间，桥水共新建仓214只股票，加仓292只股票，同时清仓261只股票，减持487只股票。此外，桥水还首次建仓台积电107.7万股，截至一季度末，该股在组合中占比为1.62%。","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":"https://usstock.jrj.com.cn/2026/05/16133557118155.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["IE00B42XCP33.USD","LU1923623000.USD","LU1951198990.SGD","LU0957791311.USD","LU0323591593.USD","LU0320765646.SGD","LU0154236417.USD","LU1720051017.SGD","AVL","LU1366333091.USD","NVDS","LU0943347566.SGD","LU1935043536.SGD","LU0061475181.USD","LU2210149790.SGD","NVDD","LU0175139822.USD","LU2065171311.SGD","LU0210536198.USD","LU2265009873.SGD","BK4512","LU1242518931.SGD","LU1868836591.USD","LU1720051108.HKD","HK0000914686.HKD","LU2471134523.USD","LU0553294199.USD","BK4528","CRMG","LU1839511570.USD","LU1037948541.HKD","LU2433249047.HKD","LU0187121727.USD","BK4613","IE00B1XK9C88.USD","IE0004086264.USD","BK4548","LU2552382132.HKD","LU1988902786.USD","LU2065169927.USD","LU1003077747.HKD","LU1548497426.USD","LU0642271901.SGD","LU2290526834.HKD","LU0347712357.USD","AVGW","LU0234572021.USD","IE00BJJMRY28.SGD","LU1815333072.USD","NVDB","NVDW","LU1235294995.USD","LU0640476718.USD","LU1935042488.USD","LU0557290698.USD","LU0310799852.SGD","LU2125154778.USD","LU2236285917.USD","LU1280957306.USD","LU2210150020.SGD","LU2491050071.SGD","LU0795875086.SGD","AAPL","IE0004445015.USD","LU2896262040.SGD","LU2322448957.HKD","BK4608","LU1934455194.USD","BK4554","BK4612","LU2168564149.EUR","LU0477156797.USD","HK0000304797.USD","LU0096364046.USD","LU0048584097.USD","LU2347655073.USD","LU0342679015.USD","LU2083900584.USD","LU1670628061.USD","LU0314104364.USD","LU2242650005.HKD","LU0096362180.USD","LU2505996509.AUD","LU2360108059.USD","LU2108987350.USD","SG9999014898.SGD","LU1868836757.USD","07788","IE0009356076.USD","LU1934455863.HKD","LU1400636491.USD","LU2462591277.SGD","LU0048573561.USD","LU1670710661.SGD","LU1571399168.USD","LU1861215975.USD","LU0081259029.USD","LU1066053197.SGD","LU2089283258.USD","IE00BFSS8Q28.SGD","LU1244550221.USD","MU","IE00BYXW3230.USD","LU2271345857.HKD","2NVD.UK","LU1674673691.USD","LU0251142724.SGD","LU2063271972.USD","LU1145028129.USD","LU0006306889.USD","LU0133085943.USD","LU0225283273.USD","LU1992135399.USD","IE00B4JS1V06.HKD","LU0080751232.USD","LU2264538146.SGD","LU0234570918.USD","LU0784385170.HKD","LU1670711040.USD","IE000YTNTUN2.SGD","LU1366192091.USD","AMZN","LU1815336760.USD","LU0784385840.USD","LU0215105999.USD","LU0477156953.USD","LU2746668461.USD","LU2237443895.HKD","LU1699723380.USD","LU1778281490.HKD","SG9999015986.USD","BK4588","LU0444971666.USD","LU0689472784.USD","LU2471134796.USD","LU1037948897.HKD","LU0061474960.USD","IE00BLSP4239.USD","LU2237957811.SGD","LU1989764748.USD","LU1974910355.USD","LU0726765562.USD","IE00BMPRXQ63.HKD","IE00B19Z9505.USD","BK4607","LU2360107168.USD","BK4566","LU2023251221.USD","LU1732799900.SGD","SGXZ31699556.SGD","LU0882574139.USD","LU2125154935.USD","LU1267930490.SGD","LU1712237335.SGD","LU2237443978.SGD","LU2357305700.SGD","LU0276348264.USD","IE00B19Z8X17.USD","HK0000914660.USD","LU0345768740.USD","NVD3.UK","LU2552382215.SGD","META","IE00BQXX3D17.EUR","IE00B3SWFQ91.USD","LU1623119135.USD","LU0256863811.USD","LU2087625088.SGD","LU2458330169.SGD","LU0444973449.USD","BK4581","LU1633808545.USD","IE0034235295.USD","IE00B5949003.HKD","LU1435385759.SGD","LU2168564495.EUR","LU0648000940.SGD","LU2237957902.USD","LU0345768153.USD","LU1400636574.HKD","LU1162221912.USD","SG9999001424.SGD","LU0289961442.SGD","LU0266013472.USD","LU2168564222.USD","LU2092627202.USD","LU0251132253.USD","IE00B3M56506.USD","LU1496350502.SGD","LU2286300806.USD","LU1721428933.USD","LU0210533765.USD","LU1323610961.USD","LU2092937148.SGD","SG9999015952.SGD","LU1153585028.USD","LU0251131958.USD","LU0265550946.USD","BK4534","LU1989772923.USD","IE00BMPRXR70.SGD","LU2168564065.EUR","LU2237443622.USD","LU0472753341.HKD","DIPS","LU1066051225.USD","LU0648001328.SGD","LU1674673428.USD","LU0267386448.USD","NVIW.SI","LU0823434740.USD","LU2023250843.SGD","LU0107464264.USD","LU1989764664.SGD","LU2491050154.USD","SG9999015358.SGD","LU0265550359.USD","LU2168563687.JPY","IE0034235188.USD","IE000W1ABFV2.USD","BK4551","NVYY","LU0979878070.USD","LU1732800096.USD","BK4549","IE00BN29S564.USD","LU2954938101.SGD","LU2360106780.USD","LU0124676726.USD","LU0476273544.USD","LU0742534661.SGD","LU0011850046.USD","BK4543","NVDG","LU2999663052.SGD","SG9999014914.USD","LU2237438978.USD","LU2458330243.SGD","IE00B775H168.HKD","LU1127390331.HKD","LU0238689110.USD","LU0820561818.USD","LU2931357623.SGD","LU0868494708.USD","LU2361044865.SGD","LU1116320737.USD","IE00BKPKM429.USD","IE00BVYPNP33.GBP","LU1316542783.SGD","LU0511384066.AUD","LU2355687059.USD","BK4575","BK4503","LU0070217475.USD","LU2505996681.GBP","BK4538","IE00BWXC8680.SGD","LU0980610538.SGD","LU1496350171.SGD","BK4585","LU0289960550.SGD","LU0787776722.HKD","LU1551013425.SGD","LU0354030511.USD","LU1400636657.SGD","LU1069344957.HKD","LU2213496289.HKD","IE00B19Z8W00.USD","LU1201861165.SGD","IE00BQXX3F31.USD","LU1821325948.USD","LU2249611893.SGD","LU0143551892.USD","LU0719512351.SGD","SG9999015341.SGD","LU1861220033.SGD","LU2191332357.HKD","SG9999002232.USD","LU0174119429.USD","LU1670756490.USD","LU1791710400.SGD","LU0708994859.HKD","IE00B1BXHZ80.USD","LU0256863902.USD","LU0964807845.USD","IE00B894F039.SGD","BK4579","LU0390134368.USD","LU0949170426.SGD","LU2089985449.USD","SG9999003800.SGD","IE00BQXX3C00.GBP","BK4141","LU0661504455.SGD","LU1035775433.USD","LU0130518102.USD","LU2322448791.USD","LU0784384876.USD","LU2111349929.HKD","IE0004091025.USD","IE00BBT3K403.USD","LU2462157665.USD","LU2860962120.EUR","LU2023250330.USD","LU2125909593.SGD","LU0784383803.USD","LU1642822529.SGD","SG9999002224.SGD","IE00BJTD4N35.SGD","AVS","IE00BVYPNQ40.USD","LU1803068979.SGD","LU0308772762.SGD","IE00BJJMRX11.SGD","LU2237443549.SGD","LU1046421795.USD","BK4527","LU0912757837.SGD","LU0130102774.USD","LU2413666699.HKD","LU1989772840.SGD","LU1645745479.HKD","LU2381873111.SGD","LU2430703251.USD","LU0203345920.USD","BK4023","IE00BGHQDM52.EUR","HK0000306685.HKD","LU1429558221.USD","LU0545039389.USD","LU1823568750.SGD","LU2413666426.HKD","IE00BK4W5L77.USD","LU1261432733.SGD","HK0000819398.USD","LU1868837136.USD","IE0004445239.USD","LU2602419157.SGD","LU0109391861.USD","LU1935042991.SGD","LU0792757196.USD","SGXZ81514606.USD","TSM","IE00B19Z9P08.USD","LU2097344357.USD","LU0738911758.USD","LU0203347892.USD","LU0672654240.SGD","IE0005OL40V9.USD","BK4515","LU2360032135.SGD","LU2473716301.USD","LU2133065610.SGD","BK4533","LU0127658192.USD","AVGX","LU1691799644.USD","IE00B775SV38.USD","LU0354030438.USD","LU0061474705.USD","BK4614","LU2750360997.AUD","LU1551013342.USD","MSFT","SGXZ99366536.SGD","LU0316494557.USD","SG9999018865.SGD","LU1923622291.USD","NVDQ","LU1232071149.USD","LU1803068623.USD","LU2452424414.USD","TSLA","NVDA","IE00B4YYXB79.USD","LU0788109477.HKD","IE00BDRTCR15.USD","LU0683600562.USD","LU2298321311.HKD","SG9999014559.SGD","LU2487616109.SGD","LU2417539215.USD","LU0823421333.USD","LU2065171402.SGD","LU2746668974.SGD","LU1116320901.HKD","HK0000306701.USD","BK4550","LU2462591350.SGD","LU2764263039.SGD","LU1242518857.USD","LU2237443465.HKD","BK4561","BK4567","SG9999011175.SGD","LU0823434583.USD","LU0957808578.USD","SG9999014567.USD","SNVD.UK","NVDS.UK","IE00BDGV0183.EUR","LU2100268510.USD","LU2543165471.USD","LU2461242641.AUD","LU0965508806.USD","LU0079474960.USD","LU1202635105.USD","LU1791710582.SGD","NVD","IE00BMCWC346.EUR","IE00BGHQF631.EUR","SGXZ51526630.SGD","IE00BJLML261.HKD","LU1917777945.USD","LU2242649171.HKD","IE00B7KXQ091.USD","NVDU","LU2430703095.HKD","LU0861579265.USD","LU1244550494.USD","LU0130103400.USD","LU1934455277.USD","SG9999000418.SGD","BK4529","IE0003U64NQ7.SGD","LU1868836914.USD","LU0466842654.USD","IE00BYV24P56.USD","LU0889566641.SGD","SG9999017495.SGD","LU2637965513.SGD","LU2065170008.USD","LU1267930813.SGD","LU2357125470.USD","HK0000532082.HKD","LU0820561909.HKD","LU2237443382.USD","LU0210528500.USD","LU1244550577.SGD","LU2361045086.USD","LU0158827948.USD","LU2471134952.CNY","LU0823414478.USD","LU2211815571.USD","LU2750360641.GBP","LU1066051811.HKD","LU1804176565.USD","LU1119994496.HKD","LU1301847155.USD","LU0868494617.USD","LU0320765059.SGD","IE00BVYPNW00.USD","LU1670710588.SGD","SG9999015945.SGD","LU2361044949.HKD","IE0034235303.USD","LU2552382058.USD","LU1814569148.SGD","LU0889565833.HKD","LU1992135472.HKD","LU1670627923.USD","LU1267930573.SGD","LU0128525929.USD","LU0724617625.USD","SG9999014880.SGD","NVDO","LU2430703178.SGD","LU2720916845.USD","IE00BDCRKT87.USD","LU0353189763.USD","SG9999004303.SGD","AVGG","IE00BK4W5M84.HKD","IE00BZ9MQY76.HKD","LU2047632596.USD","LU0310800379.SGD","07388","LU2023250504.SGD","BK4505","LU0795875169.SGD","IE00BD6J9T35.USD","LU0157215616.USD","LU2028103732.USD","AVGO","LU0820562030.AUD","LU2403377893.USD","SG9999018857.SGD","LU2125909916.SGD","LU2279689827.SGD","SG9999001440.SGD","LU0949170772.SGD","BK4605","LU2756315318.SGD","LU0274383776.USD","LU2491049909.HKD","LU0494093205.USD","LU0965509010.AUD","IE00BLSP4452.SGD","CRM","LU2092937221.SGD","LU0170899867.USD","LU0056508442.USD","LU2347655156.SGD","LU0077335932.USD","LU2250418816.HKD","LU2272731600.USD","LU0289739343.SGD","IE00B19Z9Z06.USD","LU0198837287.USD","LU2125909247.SGD","LU2756315664.SGD","LU0109392836.USD","AVGU","IE00BHPRN162.USD","IE00BJTD4V19.USD","IE00BMPRXN33.USD","3NVD.UK","LU0965509283.SGD","IE000KEQY171.SGD","IE00B3PB1722.GBP","LU0345770993.USD","LU2244417387.USD","IE00B3S45H60.SGD","LU1951200564.SGD","GOOG","LU1983260115.SGD","LU0353189680.USD","LU0689626769.HKD","LU2106854487.HKD","HK0000304805.HKD","BK4535","LU0082616367.USD","LU2089284900.SGD","IE0009G5SDU7.USD","IE00BZ1G4Q59.USD","LU0158827781.USD","LU2087621335.USD","LU0057025933.USD","IE00BVYPNV92.GBP","LU0211327993.USD","LU1718418525.SGD","NVII","LU2247934214.USD","LU0348723411.USD","LU3102509885.SGD","LU1201861249.SGD","LU1914381329.SGD","LU2041044095.USD","LU2764263203.CNY","LU2471134879.HKD","LU2764262908.HKD","LU1066051498.USD","IE00BN8TJ469.HKD","GB00BDT5M118.USD","LU1670711123.USD","LU2463028550.USD","LU0345770308.USD","LU1064131342.USD","LU2272731782.SGD","BK4532","NVDY","LU1935043023.USD","BK4598","IE000ITXATA3.USD","LU0203201768.USD","HK0000320223.HKD","LU0053666078.USD","LU0094547139.USD","BK4587","LU0965509101.SGD","LU0417517546.SGD","LU2294711713.HKD","LU2054465674.USD","LU2211814178.USD","LU1923622614.USD","ANV","LU0130517989.USD","LU2077746001.SGD","LU2272731865.HKD","LU1267930730.SGD","IE00BKVL7J92.USD","HK0000320264.USD","LU0786609619.USD","LU0528227936.USD","IE00BKDWB100.SGD","LU1084165304.USD","LU2592432038.USD","SG9999014575.USD","LU0106261372.USD","LU2420271590.USD","LU1861127337.USD","LU2097344431.USD","SG9999014906.USD","LU2095319765.USD","NVDL","IE0001KFT4U8.USD","LU0097036916.USD","IE00BFSS7M15.SGD","LU0823421416.USD","LU1852331112.SGD","NVDX","LU0211328371.USD","LU0823414551.USD","LU2326559502.SGD","LU0345769631.USD","LU0203202063.USD","LU1629891620.HKD","LU2456880835.USD","IE00BZ199S13.USD","LU0708995401.HKD","LU1935042215.USD","BK4592","LU0069063385.USD","LU0942090050.USD","LU0985320562.USD","LU0072462426.USD","LU1868837300.USD","SG9999015978.USD","LU2506951792.HKD","SGXZ23171101.USD","NVD2.UK","LU2125909759.SGD","LU0345769128.USD","SG9999014542.SGD","LU0029864427.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635542700","title":"AI行业大洗牌!桥水Q1加码AI芯片与云硬件，清仓赛富时(CRM.US)等软件股","url":"https://stock-news.laohu8.com/highlight/detail?id=2635542700","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635542700?lang=zh_cn&edition=full","pubTime":"2026-05-16 11:44","pubTimestamp":1778903082,"startTime":"0","endTime":"0","summary":"桥水基金2026年第一季度显著调整美股仓位，大幅加仓以台积电、英伟达为代表的AI核心硬件与算力芯片巨头，同时清仓了赛富时等部分面临AI冲击的传统企业级软件股。更令市场瞩目的是，桥水在本季度重新大举建仓台积电，期末持仓市值直接飙升至3.64亿美元。","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/1442579.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1496350502.SGD","LU1803068979.SGD","LU0557290698.USD","LU0353189763.USD","BK4532","LU0006306889.USD","LU0353189680.USD","LU0109392836.USD","LU0689472784.USD","LU1366333091.USD","LU1791710582.SGD","CRM","LU0820561909.HKD","LU0211328371.USD",".SPX","LU0314104364.USD","LU1989764748.USD","LU0130517989.USD","LU2264538146.SGD","BK4528","IE00BQXX3C00.GBP","LU2458330169.SGD","LU2461242641.AUD","LU0048573561.USD","LU2247934214.USD","MU","LU0648001328.SGD","LU0889566641.SGD","AMZN","LU0289961442.SGD","LU0354030511.USD","LU1951200564.SGD","IE00B19Z8W00.USD","NVDA","IE00B19Z9505.USD","LU2756315664.SGD","BK4561","LU0980610538.SGD","LU1720051108.HKD","LU0130518102.USD","LU1804176565.USD","LU0124676726.USD","LU1548497426.USD","MA","BK4588","BK4543","BK4538","LU0251131958.USD","LU0648000940.SGD","LU0238689110.USD","LU2265009873.SGD","LU1267930813.SGD","LU2756315318.SGD","LU0719512351.SGD","LU1201861165.SGD","LU0742534661.SGD","LU0820562030.AUD","LU0354030438.USD","IE00BJTD4N35.SGD","LU0234572021.USD","AVGO","LU1496350171.SGD","LU1951198990.SGD","IVV","LU2458330243.SGD","BK4613","BK4607","IE00BZ1G4Q59.USD","LU0642271901.SGD","LU0820561818.USD","LU1814569148.SGD","BK4608","LU2244417387.USD","LU0057025933.USD","LU1064131342.USD","LU2236285917.USD","LU0792757196.USD","LU1046421795.USD","LU1823568750.SGD","BK4535","TSM","LU0267386448.USD","LU0127658192.USD","LU0472753341.HKD","LU1235294995.USD","LU1720051017.SGD","LU0477156797.USD","LU1989764664.SGD","LU2357305700.SGD","LU0157215616.USD","LU2286300806.USD","BK4579","IE00BQXX3D17.EUR","BK4598","IE00B19Z8X17.USD","BK4567","IE00BKVL7J92.USD","LU0477156953.USD","LU0130103400.USD","LU0187121727.USD","LU0198837287.USD","LU1551013342.USD","GOOGL","BKNG","LU1551013425.SGD","LU2087625088.SGD","BK4527","LU0211327993.USD","IE00BJTD4V19.USD","BK4585","BK4023","LU2361044865.SGD","LU1923623000.USD","ADBE","LU0889565833.HKD","LU1988902786.USD","BK4550","LU0310799852.SGD","LU0069063385.USD","LU0106261372.USD","BK4548","CRMG","LU0511384066.AUD","LU1201861249.SGD","LU0082616367.USD","LU2361045086.USD","BK4534","BK4505","SPY","LU0234570918.USD","LU0289739343.SGD","LU0130102774.USD","LU0251142724.SGD","LU0943347566.SGD","LU1267930490.SGD","IE00BQXX3F31.USD","LU1791710400.SGD","LU0081259029.USD","LU0689626769.HKD","LU2361044949.HKD","MSFT","BK4581","LU0528227936.USD","LU1316542783.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2635594870","title":"AI信仰不动摇！索罗斯Q1加码英伟达、台积电、建仓伯克希尔，近乎清仓太阳能公司Sunrun","url":"https://stock-news.laohu8.com/highlight/detail?id=2635594870","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635594870?lang=zh_cn&edition=full","pubTime":"2026-05-16 09:08","pubTimestamp":1778893722,"startTime":"0","endTime":"0","summary":"文件显示，该基金在AI芯片领域继续加码，大幅增持英伟达，同时新进建仓伯克希尔哈撒韦和在线心理健康平台Talkspace。索罗斯基金延续了对半导体行业的看好态势。一季度，该基金将英伟达持股从66.6万股增加至107万股，增幅超过60%。按英伟达一季度均价计算，本次增持规模约合数亿美元。当前，AI算力需求持续增长，英伟达和台积电作为产业链核心环节，已成为多家机构一季度配置重点。","market":"sh","thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442575.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4534","SGXZ51526630.SGD","LU2065171402.SGD","LU0889566641.SGD","SG9999014914.USD","BK4608","LU2237443382.USD","IE0034235295.USD","LU1119994496.HKD","LU2237443622.USD","LU1923623000.USD","LU2087621335.USD","LU2462591277.SGD","BK4581","LU0225283273.USD","LU0316494557.USD","HK0000819398.USD","LU1923622614.USD","LU2361044949.HKD","LU0642271901.SGD","LU1861215975.USD","BK4614","IE00BJLML261.HKD","LU0079474960.USD","LU0708995401.HKD","LU1691799644.USD","LU1244550494.USD","IE00BMPRXQ63.HKD","LU1699723380.USD","SG9999014567.USD","LU1821325948.USD","BK4550","IE00B775H168.HKD","LU2097344357.USD","LU0354030511.USD","LU2552382132.HKD","LU0971096721.USD","LU2272731865.HKD","IE00BWXC8680.SGD","SG9999014575.USD","LU0143863784.USD","LU2756315318.SGD","TSMY","LU2381873111.SGD","IE00B4YYXB79.USD","IE00BYXW3230.USD","LU2552382058.USD","SG9999015952.SGD","LU0882574139.USD","IE00BYQQ9H92.USD","LU2264538146.SGD","BK4596","IE00B19Z9505.USD","LU0384037296.USD","LU0820561818.USD","LU0724617625.USD","LU2089985449.USD","LU0081259029.USD","IE000KEQY171.SGD","SG9999014880.SGD","HK0000304797.USD","LU0390134368.USD","IE00BFSS7M15.SGD","NVDO","LU1363072403.SGD","LU1935043536.SGD","LU1815336760.USD","NVDY","SG9999015341.SGD","LU0158827781.USD","HK0000320264.USD","LU0211327993.USD","SG9999015358.SGD","LU2100268510.USD","BK4096","LU0029864427.USD","LU1868837565.USD","LU0444971666.USD","LU1951198990.SGD","SG9999015986.USD","IE00BQXX3F31.USD","BK4141","BK4549","LU2461242641.AUD","LU2491050071.SGD","LU2505996681.GBP","LU0348723411.USD","LU1023057109.AUD","LU1551013425.SGD","LU0878005551.USD","SG9999015945.SGD","LU1674673691.USD","LU0289739343.SGD","IE0034235188.USD","LU0149725797.USD","LU0417517546.SGD","LU2092937148.SGD","LU2322448791.USD","LU1934455863.HKD","LU0143551892.USD","LU2065169927.USD","LU0792757196.USD","LU0267386448.USD","LU0823421416.USD","LU1868837136.USD","LU2133065610.SGD","LU0889565833.HKD","LU2237438978.USD","IE00B3SWFQ91.USD","LU2125909247.SGD","LU0264606111.USD","HK0000304805.HKD","LU0788109477.HKD","NVDA","IE00B19Z8X17.USD","LU0820562030.AUD","LU1868836757.USD","LU0957791311.USD","LU0158827948.USD","LU1280957306.USD","BK4612","ANV","LU0251131958.USD","LU2089284900.SGD","LU2430703178.SGD","SGXZ23171101.USD","LU1712237335.SGD","IE00BD6J9T35.USD","NVD","LU0274383776.USD","LU0494093205.USD","HK0000320223.HKD","LU1202635105.USD","LU1720051108.HKD","LU0488056044.USD","LU0265550359.USD","LU2294711713.HKD","LU2168563687.JPY","IE0009356076.USD","LU1951200564.SGD","LU2065170008.USD","LU2931357623.SGD","NVDD","NVYY","LU0689626769.HKD","LU2111349929.HKD","IE00B1XK9C88.USD","LU2954938101.SGD","LU1868837300.USD","SG9999014559.SGD","LU2290526834.HKD","NVII","LU0133085943.USD","NVDB","LU1861220033.SGD","SGXZ81514606.USD","LU1064131342.USD","LU2506951792.HKD","NVDS","LU0211328371.USD","LU1066051811.HKD","BK4585","SG9999014906.USD","LU2272731782.SGD","BK4554","LU2750360997.AUD","LU2430703251.USD","LU1153585028.USD","LU2106854487.HKD","LU0345768153.USD","LU0310800379.SGD","LU0541502299.USD","LU0077335932.USD","BK4598","LU2458330243.SGD","BK4602","LU1267930573.SGD","SG9999017495.SGD","LU1242518857.USD","LU2242649171.HKD","LU2326559502.SGD","LU2083900584.USD","LU0308772762.SGD","LU0964807845.USD","BK4592","LU2592432038.USD","LU2054465674.USD","LU1839511570.USD","LU1923622291.USD","LU1496350502.SGD","LU0289960550.SGD","LU2896262040.SGD","LU0345769128.USD","LU1571399168.USD","LU0708994859.HKD","IE00BZ199S13.USD","LU0742534661.SGD","LU1934455277.USD","BK4579","LU1989772923.USD","LU0094547139.USD","LU1244550221.USD","LU2250418816.HKD","LU0072462426.USD","HK0000306701.USD","LU0265550946.USD","LU0203202063.USD","LU0109392836.USD","LU0511384066.AUD","LU2237957902.USD","IE0003U64NQ7.SGD","IE00BQXX3D17.EUR","LU0251142724.SGD","SG9999002232.USD","LU2463028550.USD","LU2471134523.USD","LU0266013472.USD","LU1914381329.SGD","LU0323591593.USD","LU2047632596.USD","LU0942090050.USD","LU0868494708.USD","IE00BKDWB100.SGD","LU1935042488.USD","LU2637965513.SGD","LU1244550577.SGD","LU2125909916.SGD","LU0215105999.USD","LU0048573561.USD","LU0234570918.USD","IE00BFXG0V08.USD","LU2403377893.USD","LU2065171311.SGD","LU0823434740.USD","LU1989764664.SGD","LU2249611893.SGD","NVDX","IE00B19Z8W00.USD","IE00B1BXHZ80.USD","LU2360106780.USD","BK4533","IE00B5949003.HKD","LU2361045086.USD","BK4529","LU2361044865.SGD","IE00BJJMRX11.SGD","IE00BK4W5L77.USD","LU0342679015.USD","LU2360108059.USD","LU0096362180.USD","LU0541501648.USD","LU1074936037.SGD","LU0786609619.USD","DIPS","LU0069063385.USD","LU2357125470.USD","HK0000532082.HKD","LU2077746001.SGD","LU0466842654.USD","LU2125909759.SGD","LU0965509101.SGD","LU2756315664.SGD","LU0345770308.USD","LU1037948541.HKD","LU1718418525.SGD","LU0011850046.USD","LU1366333091.USD","LU2237443549.SGD","LU2089283258.USD","LU0985320562.USD","BK4588","GB00BDT5M118.USD","BK0271","LU1116320901.HKD","LU0359201612.USD","LU2487616109.SGD","LU0640476718.USD","LU2286300806.USD","LU1989772840.SGD","LU1934455194.USD","LU0170899867.USD","LU1282649067.USD","LU2458330169.SGD","BK4532","NVDG","LU0965509010.AUD","LU1992135472.HKD","LU1720051017.SGD","LU2247934214.USD","LU2211815571.USD","BK0132","LU1670756490.USD","LU1496350171.SGD","LU2999663052.SGD","LU0476273544.USD","IE00BMPRXR70.SGD","IE00BDCRKT87.USD","LU2491049909.HKD","LU0347712357.USD","SG9999015978.USD","LU1548497426.USD","LU1645745479.HKD","LU0980610538.SGD","LU2298321311.HKD","LU2092627202.USD","LU1316542783.SGD","LU1551013342.USD","LU2452424414.USD","LU0097036916.USD","LU1674673428.USD","LU0175139822.USD","LU2092937221.SGD","LU0353189763.USD","LU1116320737.USD","IE00BHPRN162.USD","LU1232071149.USD","IE0004091025.USD","LU1992135399.USD","SGXZ31699556.SGD","LU0082616367.USD","LU0572940350.SGD","LU0154236417.USD","IE0009G5SDU7.USD","LU2357305700.SGD","LU1400636657.SGD","LU2023250330.USD","LU2125909593.SGD","LU0276348264.USD","LU0210533765.USD","IE00B775SV38.USD","LU0528227936.USD","LU2097344431.USD","LU1983260115.SGD","BK4587","LU0689472784.USD","LU2168564222.USD","LU1066053197.SGD","IE00BN29S564.USD","BK4503","LU2087625088.SGD","LU1935042215.USD","STSM","LU2746668461.USD","IE0034235303.USD","LU0648001328.SGD","TSMG","LU0310799852.SGD","IE00BDRTCR15.USD","BK4512","LU2237443978.SGD","LU2125154935.USD","SG9999001424.SGD","IE00BQXX3C00.GBP","LU0061475181.USD","LU1066051498.USD","LU1868837722.USD","LU2746668974.SGD","LU1435385759.SGD","LU2242650005.HKD","LU1803068979.SGD","LU0882747503.HKD","LU0238689110.USD","NVDL","IE00B3M56506.USD","LU0354030438.USD","LU2168564065.EUR","LU2505996509.AUD","IE00BFSS8Q28.SGD","IE0004086264.USD","LU2063271972.USD","LU2322448957.HKD","LU0096364046.USD","LU1429558221.USD","LU2417539215.USD","LU0823434583.USD","LU0472753341.HKD","BK4551","IE000ITXATA3.USD","LU2433249047.HKD","LU0210536198.USD","LU2602419157.SGD","LU1066051225.USD","LU0109391861.USD","LU2023250504.SGD","LU0320765059.SGD","LU1623119135.USD","LU0174119429.USD","LU0823414478.USD","LU1935043023.USD","IE0004445239.USD","BK4543","SG9999004220.SGD","IE00B7KXQ091.USD","LU0061474705.USD","IE00BJTD4N35.SGD","LU2272731600.USD","LU2456880835.USD","LU0130102774.USD","LU2191332357.HKD","IE00BMPRXN33.USD","LU0143863198.USD","LU1868836591.USD","TSMX","LU0070217475.USD","LU2028103732.USD","LU1642822529.SGD","LU0345769631.USD","LU1127390331.HKD","LU0256863902.USD","LU2663582299.SGD","TSMZ","LU1633808545.USD","SG9999000418.SGD","TSMU","LU0957808578.USD","LU0943347566.SGD","LU0157215616.USD","LU0056508442.USD","BK4519","LU0080751232.USD","BK4504","TSM","LU0878004406.USD","BK4176","BK4548","LU0719512351.SGD","07788","LU1084165304.USD","LU0965508806.USD","LU0234572021.USD","07388","LU1852331112.SGD","LU1814569148.SGD","LU1211504680.USD","SG9999018865.SGD","LU1069344957.HKD","BK4505","LU0107464264.USD","SG9999002224.SGD","LU0128525929.USD","LU2462157665.USD","SG9999004303.SGD","LU1400636491.USD","LU2413666426.HKD","LU2211814178.USD","BK4605","LU2271345857.HKD","LU0106261372.USD","LU2237957811.SGD","SG9999014898.SGD","LU0444973449.USD","LU2420271590.USD","LU2168564495.EUR","IE00BJJMRY28.SGD","LU0861579265.USD","BK4535","LU0868494617.USD","LU1989764748.USD","LU1791710582.SGD","LU2236285917.USD","IE000W1ABFV2.USD","LU0256863811.USD","IE00BK4W5M84.HKD","LU1988902786.USD","LU1815333072.USD","LU2108987350.USD","LU0048584097.USD","LU0787776722.HKD","LU2168564149.EUR","LU1400636574.HKD","LU0187121727.USD","LU0823421333.USD","LU2471134952.CNY","LU0359201885.HKD","NVDU","SGXZ99366536.SGD","03145","LU0057025933.USD","SG9999018857.SGD","NVDW","LU1282649810.SGD","LU2413666699.HKD","LU1868836914.USD","LU0210528500.USD","IE00BKVL7J92.USD","LU0820561909.HKD","LU2023251221.USD","LU1935042991.SGD","BK4567","LU1267930490.SGD","LU2265009873.SGD","LU0683600562.USD","HK0000914686.HKD","IE0004445015.USD","IE00BKPKM429.USD","LU0353189680.USD","LU1261432733.SGD","LU2750360641.GBP","LU2471134796.USD","IE000M9KFDE8.USD","LU1508157978.USD","LU1145028129.USD","LU1267930730.SGD","LU1868838027.USD","LU0672654240.SGD","LU2543165471.USD","BK4526","IE00BJTD4V19.USD","LU0345770993.USD","LU1974910355.USD","LU0965509283.SGD","LU2041044095.USD","BK4591","LU2430703095.HKD","LU1366192091.USD","LU1037948897.HKD","LU0127658192.USD","LU2360107168.USD","LU2125154778.USD","LU3102509885.SGD","IE0005OL40V9.USD","LU1242518931.SGD","NVDQ","LU2360032135.SGD","IE0001KFT4U8.USD","LU0061474960.USD","LU2491050154.USD","LU0203201768.USD","IE000YTNTUN2.SGD","LU2213496289.HKD","LU0557290698.USD","LU2462591350.SGD","IE00B5TLWC47.USD","IE00BZ1G4Q59.USD","LU0124676726.USD","LU1778281490.HKD","LU0251132253.USD","SG9999014542.SGD","HK0000306685.HKD","BK4527","LU2552382215.SGD","LU0979878070.USD","LU0572939691.SGD","LU1267930813.SGD","HK0000914660.USD","LU0198837287.USD","LU1804176565.USD","IE00B4JS1V06.HKD","LU0823414551.USD","LU0289961442.SGD","LU1721428933.USD","LU1917777945.USD","LU2244417387.USD","BK0054","LU2860962120.EUR","LU2471134879.HKD","LU2473716301.USD","LU1629891620.HKD","LU1791710400.SGD","LU1035775433.USD","LU0053666078.USD","LU1201861249.SGD","IE00B3S45H60.SGD","LU1861127337.USD","LU0006306889.USD","LU0345768740.USD","LU1323610961.USD","LU0359202008.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149186438","title":"桥水Q1新进台积电，增持半导体，清仓软件","url":"https://stock-news.laohu8.com/highlight/detail?id=1149186438","media":"华尔街见闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1149186438?lang=zh_cn&edition=full","pubTime":"2026-05-16 08:31","pubTimestamp":1778891477,"startTime":"0","endTime":"0","summary":"一季度，桥水最大规模的新建仓标的为台积电，买入市值达3.64亿美元；最大规模的退出标的则是Salesforce，持仓减少逾193万股，市值缩减约5.12亿美元，该股同期股价下跌约30%。大举增持半导体，清仓软件股亚马逊是本季度增持幅度最大的个股，持仓增加逾244万股至约438.9万股，市值增量约4.64亿美元，占投资组合比例升至约4.1%，跻身第三大重仓股。GoDaddy Class A亦遭清仓，持仓减少约56.8万股，同期跌幅约33%。","market":"us","thumbnail":"https://static.tigerbbs.com/88f85dc76b5adb5ebd7174ff487b0e0a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/88f85dc76b5adb5ebd7174ff487b0e0a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772403","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["TSMX","FTXL","LU0878004406.USD","LU0689626769.HKD","TSMY","LU0541502299.USD","LU2471134796.USD","LU1037948541.HKD","LU2491050071.SGD","LU2471134523.USD","LU2360032135.SGD","LU0359201612.USD","LU0109392836.USD","IEMG","LU0082616367.USD","LU0264606111.USD","LU0792757196.USD","LU0965509010.AUD","LU1868837565.USD","SG9999004220.SGD","LU2491049909.HKD","TSMZ","LU1934455194.USD","LU1989764664.SGD","BK4504","BK4612","LU0889566641.SGD","LU2092937221.SGD","SMH","BK4505","VGT","LU2211815571.USD","BK4554","IE00BQXX3C00.GBP","STSM","LU2106854487.HKD","LU2360106780.USD","LU0094547139.USD","BK4548","LU2087625088.SGD","LU0238689110.USD","LU0143863198.USD","IE0004445239.USD","LU2211814178.USD","LU2111349929.HKD","LU2041044095.USD","IE00B3M56506.USD","LU1267930813.SGD","BK4527","LU0965509283.SGD","LU1323610961.USD","LU1868837722.USD","LU0198837287.USD","LU2860962120.EUR","IE00BFXG0V08.USD","LU2237443622.USD","LU1211504680.USD","BK4585","LU0965508806.USD","BK4535","LU1508157978.USD","LU2250418816.HKD","159180","LU0345770993.USD","LU0056508442.USD","LU0124676726.USD","LU0823421416.USD","SOXX","LU0353189680.USD","TSMG","LU2471134879.HKD","LU1989772840.SGD","LU0823414478.USD","BK4550","EMXC","SMHX","LU0359202008.SGD","BK4512","LU0384037296.USD","BK4526","IE00B5TLWC47.USD","LU1934455277.USD","LU1282649810.SGD","LU2249611893.SGD","LU2089283258.USD","LU2491050154.USD","LU2063271972.USD","LU0488056044.USD","LU2023251221.USD","LU1868838027.USD","IE00BQXX3D17.EUR","LU0882747503.HKD","LU0289960550.SGD","03145","LU0861579265.USD","SOXS","LU2750360641.GBP","EWT","LU0823421333.USD","SGXZ99366536.SGD","LU1974910355.USD","LU2247934214.USD","SG9999000418.SGD","LU2237443549.SGD","LU2023250504.SGD","PSI","LU0823414551.USD","LU0878005551.USD","BK4605","SSG","LU0359201885.HKD","LU2237443978.SGD","BK4588","IE00BZ199S13.USD","LU2750360997.AUD","LU0175139822.USD","LU0572939691.SGD","LU2458330243.SGD","BK4602","BK4141","LU0158827948.USD","SOXQ","LU1037948897.HKD","XSD","LU1623119135.USD","LU1316542783.SGD","LU1917777945.USD","BK4532","SGXZ81514606.USD","LU2360108059.USD","LU1989772923.USD","BK4533","IE00BD6J9T35.USD","LU2543165471.USD","IE00BHPRN162.USD","LU2663582299.SGD","USD","LU2054465674.USD","LU2298321311.HKD","LU2237443382.USD","LU0353189763.USD","LU2471134952.CNY","SOXY","LU0541501648.USD","CHPY","LU0572940350.SGD","LU2271345857.HKD","BK4543","BK4503","LU0323591593.USD","CHPS","IE00BKPKM429.USD","LU0158827781.USD","LU0348723411.USD","BK4581","SOXL","BK4534","TSMU","LU1803068979.SGD","LU2294711713.HKD","SGXZ51526630.SGD","LU1934455863.HKD","LU0642271901.SGD","LU1852331112.SGD","LU1282649067.USD","LU0345770308.USD","FLTW","LU0143863784.USD","LU1023057109.AUD","TEKX","TSM","159582","IE0004086264.USD","LU2125154935.USD","IE0004091025.USD","LU0965509101.SGD","LU1712237335.SGD","LU2125154778.USD","LU2089284900.SGD","LU2357125470.USD","IE00BYQQ9H92.USD","LU2506951792.HKD","LU0316494557.USD","LU0719512351.SGD","LU2028103732.USD","LU2133065610.SGD","LU0889565833.HKD","IE00BQXX3F31.USD","BK4591","LU2458330169.SGD","LU1989764748.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2635058273","title":"桥水新进台积电，增持半导体，清仓软件","url":"https://stock-news.laohu8.com/highlight/detail?id=2635058273","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635058273?lang=zh_cn&edition=full","pubTime":"2026-05-16 04:31","pubTimestamp":1778877116,"startTime":"0","endTime":"0","summary":"桥水新进台积电，清仓Salesforce、Workday、ServiceNOW等，增持亚马逊、美光、博通、迈威尔科技，减持Adobe等，重仓亚马逊、英伟达、谷歌A等。","market":"us","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/3772403","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":["LU2023250504.SGD","IE00BKPKM429.USD","LU2247934214.USD","LU2271345857.HKD","LU2089283258.USD","LU0823414551.USD","LU0965508806.USD","IE0004445239.USD","ADBE","BK4602","LU0109392836.USD","LU0384037296.USD","LU0689626769.HKD","LU0792757196.USD","LU2491049909.HKD","SGXZ51526630.SGD","LU0198837287.USD","LU0861579265.USD","BK4527","BK4612","LU0882747503.HKD","LU2491050154.USD","BK4548","BK4605","BK4588","NOW","TSMG","LU1852331112.SGD","LU0359202008.SGD","LU1868837565.USD","LU1934455863.HKD","LU0359201612.USD","LU1803068979.SGD","LU1917777945.USD","LU2471134952.CNY","TSMZ","BK4526","LU0082616367.USD","LU0878005551.USD","LU1934455194.USD","BK4503","TSMY","TSM","IE00B5TLWC47.USD","LU0572940350.SGD","SG9999004220.SGD","IE00B3M56506.USD","LU2092937221.SGD","IE0004086264.USD","LU2360108059.USD","LU2543165471.USD","BK4533","LU2054465674.USD","NVDA","LU1282649067.USD","03145","LU0353189680.USD","LU0238689110.USD","LU0316494557.USD","LU1934455277.USD","LU2750360997.AUD","MRVL","LU0823421416.USD","BK4554","LU1989764748.USD","LU2458330243.SGD","BK4543","LU2458330169.SGD","LU2237443382.USD","IE00BFXG0V08.USD","LU2491050071.SGD","LU2125154935.USD","IE00BD6J9T35.USD","LU2294711713.HKD","LU2663582299.SGD","BK4585","LU2211815571.USD","MU","LU2063271972.USD","LU2471134879.HKD","LU2023251221.USD","LU2471134523.USD","TSMX","LU1023057109.AUD","SGXZ81514606.USD","LU2357125470.USD","LU1508157978.USD","LU2250418816.HKD","IE0004091025.USD","LU1267930813.SGD","LU2860962120.EUR","LU2211814178.USD","LU2028103732.USD","LU2237443978.SGD","BK4532","WDAY","LU0353189763.USD","LU0323591593.USD","AMZN","LU2750360641.GBP","LU2087625088.SGD","TSMU","LU0348723411.USD","LU0878004406.USD","LU2360032135.SGD","LU0056508442.USD","LU0094547139.USD","LU1211504680.USD","LU0889566641.SGD","LU0965509010.AUD","CRM","SG9999000418.SGD","LU0719512351.SGD","LU2237443549.SGD","LU0175139822.USD","BK4550","LU0345770308.USD","LU2041044095.USD","LU2237443622.USD","BK4512","SGXZ99366536.SGD","LU1989772840.SGD","LU1623119135.USD","BK4505","LU2111349929.HKD","LU2125154778.USD","LU1037948897.HKD","AVGO","LU0889565833.HKD","LU0143863198.USD","IE00BZ199S13.USD","BK4535","LU0488056044.USD","LU2471134796.USD","LU0158827948.USD","LU2106854487.HKD","LU2089284900.SGD","IE00BHPRN162.USD","LU1037948541.HKD","LU0264606111.USD","LU0541501648.USD","GOOGL","IE00BQXX3C00.GBP","LU0289960550.SGD","LU1974910355.USD","BK4141","LU0572939691.SGD","LU0823421333.USD","LU1282649810.SGD","LU0541502299.USD","LU1316542783.SGD","LU1989772923.USD","LU1868837722.USD","LU0158827781.USD","LU2133065610.SGD","LU0359201885.HKD","LU0124676726.USD","LU1989764664.SGD","LU0823414478.USD","BK4591","LU0965509101.SGD","IE00BQXX3D17.EUR","LU0965509283.SGD","LU2360106780.USD","LU1868838027.USD","LU2249611893.SGD","LU1712237335.SGD","IE00BQXX3F31.USD","LU1323610961.USD","IE00BYQQ9H92.USD","STSM","LU2298321311.HKD","BK4581","LU0345770993.USD","BK4534","BK4504","LU0143863784.USD","LU2506951792.HKD","LU0642271901.SGD"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"websiteUrl":"http://www.tsmc.com","stockEarnings":[{"period":"1week","weight":0.0046},{"period":"1month","weight":0.0966},{"period":"3month","weight":0.1144},{"period":"6month","weight":0.4601},{"period":"1year","weight":1.0761},{"period":"ytd","weight":0.3216}],"compareEarnings":[{"period":"1week","weight":-0.0014},{"period":"1month","weight":0.0459},{"period":"3month","weight":0.0829},{"period":"6month","weight":0.1248},{"period":"1year","weight":0.2503},{"period":"ytd","weight":0.087}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"台湾积体电路制造股份有限公司是中国台湾省政府、飞利浦公司和其他私人投资者的合资企业，于1987年2月21日在中国台湾省注册成立。公司是目前全球半导体行业最大的LED晶圆代工厂。作为一家代工厂，该公司根据客户自己或第三方的专有集成电路设计，使用其制造工艺为其制造半导体。该公司提供全面的晶圆制造工艺，包括制造CMOS逻辑、混合信号、射频、嵌入式存储器、BiCMOS混合信号和其他半导体的工艺。该公司还提供设计、掩模制作、探测、测试和组装服务。","yearOnYearQuotes":[{"month":1,"riseRate":0.689655,"avgChangeRate":0.072485},{"month":2,"riseRate":0.551724,"avgChangeRate":0.007818},{"month":3,"riseRate":0.551724,"avgChangeRate":0.021026},{"month":4,"riseRate":0.655172,"avgChangeRate":0.022751},{"month":5,"riseRate":0.62069,"avgChangeRate":0.001611},{"month":6,"riseRate":0.535714,"avgChangeRate":0.010355},{"month":7,"riseRate":0.464286,"avgChangeRate":-0.004159},{"month":8,"riseRate":0.535714,"avgChangeRate":0.000618},{"month":9,"riseRate":0.571429,"avgChangeRate":-0.020364},{"month":10,"riseRate":0.785714,"avgChangeRate":0.05799},{"month":11,"riseRate":0.62069,"avgChangeRate":0.04126},{"month":12,"riseRate":0.586207,"avgChangeRate":0.018474}],"exchange":"NYSE","name":"台积电","nameEN":"Taiwan Semiconductor Manufacturing"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"台积电(TSM)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供台积电(TSM)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"台积电,TSM,台积电股票,台积电股票老虎,台积电股票老虎国际,台积电行情,台积电股票行情,台积电股价,台积电股市,台积电股票价格,台积电股票交易,台积电股票购买,台积电股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"台积电(TSM)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供台积电(TSM)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}