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A xiu
09-25 20:24
这篇文章不错，转发给大家看看
盘前异动 | 阿克迈涨超21%，与Anthropic签署价值116亿美元的云计算协议；半导体、光通信概念股普涨
A xiu
06-24
这篇文章不错，转发给大家看看
异动解读 | 闪迪盘中暴跌12.82%，AI支出疑虑、加息预期与获利回吐多重打压
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阿克迈涨超21%，与Anthropic签署价值116亿美元的云计算协议；半导体、光通信概念股普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1194901449","media":"老虎资讯综合","summary":"9月25日，美股三大股指期货上涨，截止发稿，道指期货涨0.10%，纳指期货涨0.35%，标普500指数期货涨0.11%。Akamai盘前涨超21%，此前公司与Anthropic签署了价值116亿美元的云计算协议。美股光通信概念股普涨，$Coherent(COHR)$涨超2%，$Credo(CRDO)$涨近2%，$康宁(GLW)$、$Applied Optoelectronics(AAOI)$、$Astera Labs(ALAB)$涨超1%。半导体概念股盘前普涨，ARM涨超3%，$AMD(AMD)$ 、$迈威尔科技(MRVL)$、$英特尔(INTC)$、博通涨超2%。","content":"<html><head></head><body><p style=\"text-align: left;\">9月25日，美股三大股指期货上涨，截止发稿，道指期货涨0.10%，纳指期货涨0.35%，标普500指数期货涨0.11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088f77fa615ba7ca8d1eb0fd23d6b348\" data-align=\"center\" tg-width=\"382\" tg-height=\"181\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AKAM\">阿克迈</a>盘前涨超21%，此前公司与Anthropic签署了价值116亿美元的云计算协议。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1522282d39801e8ccf1adcd9a78dedb3\" data-align=\"center\" tg-width=\"466\" tg-height=\"124\"/><span></span></p><p style=\"text-align: left;\">美股光通信概念股普涨，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>涨超2%，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>涨近2%，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>、<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/797e013d91d83e8efc3704b26dd7fab4\" data-align=\"center\" tg-width=\"451\" tg-height=\"237\"/><span></span></p><p style=\"text-align: left;\">半导体概念股盘前普涨，ARM涨超3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a> 、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、博通涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/480ce1967076a4ce3713b2efa5a350e4\" data-align=\"center\" tg-width=\"444\" tg-height=\"381\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动 | 阿克迈涨超21%，与Anthropic签署价值116亿美元的云计算协议；半导体、光通信概念股普涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动 | 阿克迈涨超21%，与Anthropic签署价值116亿美元的云计算协议；半导体、光通信概念股普涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-25 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">9月25日，美股三大股指期货上涨，截止发稿，道指期货涨0.10%，纳指期货涨0.35%，标普500指数期货涨0.11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088f77fa615ba7ca8d1eb0fd23d6b348\" data-align=\"center\" tg-width=\"382\" tg-height=\"181\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AKAM\">阿克迈</a>盘前涨超21%，此前公司与Anthropic签署了价值116亿美元的云计算协议。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1522282d39801e8ccf1adcd9a78dedb3\" data-align=\"center\" tg-width=\"466\" tg-height=\"124\"/><span></span></p><p style=\"text-align: left;\">美股光通信概念股普涨，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>涨超2%，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>涨近2%，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>、<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/797e013d91d83e8efc3704b26dd7fab4\" data-align=\"center\" tg-width=\"451\" tg-height=\"237\"/><span></span></p><p style=\"text-align: left;\">半导体概念股盘前普涨，ARM涨超3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a> 、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、博通涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/480ce1967076a4ce3713b2efa5a350e4\" data-align=\"center\" tg-width=\"444\" tg-height=\"381\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"159582":"半导体","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","BK4157":"电子设备和仪器","SG9999001424.SGD":"United 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闪迪盘中暴跌12.82%，AI支出疑虑、加息预期与获利回吐多重打压","url":"https://stock-news.laohu8.com/highlight/detail?id=1191752949","media":"异动解读","summary":"闪迪今日盘中大幅下跌12.82%，引起了市场的广泛关注。此外，市场正在重新评估美联储在新任主席领导下可能加息的预期，借贷成本上升可能对为扩建AI基础设施而日益依赖债务市场的超大规模科技公司构成压力，进一步打压了半导体板块的情绪。分析指出，此轮抛售也主要由近期急剧反弹后的获利回吐所驱动，闪迪年内累计涨幅巨大，市场已处于超买状态，散户高杠杆和融资余额放大了跌幅，使市场对负面催化剂更加敏感。","content":"<p>闪迪今日盘中大幅下跌12.82%，引起了市场的广泛关注。</p><p>消息面上，市场对人工智能（AI）基础设施巨额资本支出的疑虑持续发酵，投资者担心目前尚无明确证据表明AI产品能产生足够回报以证明这些投入的合理性，这导致美国科技巨头股价普遍承压，闪迪作为存储芯片领域的代表公司也受到拖累。</p><p>此外，市场正在重新评估美联储在新任主席领导下可能加息的预期，借贷成本上升可能对为扩建AI基础设施而日益依赖债务市场的超大规模科技公司构成压力，进一步打压了半导体板块的情绪。</p><p>同时，韩国存储芯片市场今日重挫，拖累了全球存储芯片板块。分析指出，此轮抛售也主要由近期急剧反弹后的获利回吐所驱动，闪迪年内累计涨幅巨大，市场已处于超买状态，散户高杠杆和融资余额放大了跌幅，使市场对负面催化剂更加敏感。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 闪迪盘中暴跌12.82%，AI支出疑虑、加息预期与获利回吐多重打压</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; 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0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 闪迪盘中暴跌12.82%，AI支出疑虑、加息预期与获利回吐多重打压\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-06-23 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>闪迪今日盘中大幅下跌12.82%，引起了市场的广泛关注。</p><p>消息面上，市场对人工智能（AI）基础设施巨额资本支出的疑虑持续发酵，投资者担心目前尚无明确证据表明AI产品能产生足够回报以证明这些投入的合理性，这导致美国科技巨头股价普遍承压，闪迪作为存储芯片领域的代表公司也受到拖累。</p><p>此外，市场正在重新评估美联储在新任主席领导下可能加息的预期，借贷成本上升可能对为扩建AI基础设施而日益依赖债务市场的超大规模科技公司构成压力，进一步打压了半导体板块的情绪。</p><p>同时，韩国存储芯片市场今日重挫，拖累了全球存储芯片板块。分析指出，此轮抛售也主要由近期急剧反弹后的获利回吐所驱动，闪迪年内累计涨幅巨大，市场已处于超买状态，散户高杠杆和融资余额放大了跌幅，使市场对负面催化剂更加敏感。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191752949","content_text":"闪迪今日盘中大幅下跌12.82%，引起了市场的广泛关注。消息面上，市场对人工智能（AI）基础设施巨额资本支出的疑虑持续发酵，投资者担心目前尚无明确证据表明AI产品能产生足够回报以证明这些投入的合理性，这导致美国科技巨头股价普遍承压，闪迪作为存储芯片领域的代表公司也受到拖累。此外，市场正在重新评估美联储在新任主席领导下可能加息的预期，借贷成本上升可能对为扩建AI基础设施而日益依赖债务市场的超大规模科技公司构成压力，进一步打压了半导体板块的情绪。同时，韩国存储芯片市场今日重挫，拖累了全球存储芯片板块。分析指出，此轮抛售也主要由近期急剧反弹后的获利回吐所驱动，闪迪年内累计涨幅巨大，市场已处于超买状态，散户高杠杆和融资余额放大了跌幅，使市场对负面催化剂更加敏感。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":611614402523432,"gmtCreate":1790339087417,"gmtModify":1790340407222,"author":{"id":"3544400332322428","authorId":"3544400332322428","name":"A 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阿克迈涨超21%，与Anthropic签署价值116亿美元的云计算协议；半导体、光通信概念股普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1194901449","media":"老虎资讯综合","summary":"9月25日，美股三大股指期货上涨，截止发稿，道指期货涨0.10%，纳指期货涨0.35%，标普500指数期货涨0.11%。Akamai盘前涨超21%，此前公司与Anthropic签署了价值116亿美元的云计算协议。美股光通信概念股普涨，$Coherent(COHR)$涨超2%，$Credo(CRDO)$涨近2%，$康宁(GLW)$、$Applied Optoelectronics(AAOI)$、$Astera Labs(ALAB)$涨超1%。半导体概念股盘前普涨，ARM涨超3%，$AMD(AMD)$ 、$迈威尔科技(MRVL)$、$英特尔(INTC)$、博通涨超2%。","content":"<html><head></head><body><p style=\"text-align: left;\">9月25日，美股三大股指期货上涨，截止发稿，道指期货涨0.10%，纳指期货涨0.35%，标普500指数期货涨0.11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088f77fa615ba7ca8d1eb0fd23d6b348\" data-align=\"center\" tg-width=\"382\" tg-height=\"181\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AKAM\">阿克迈</a>盘前涨超21%，此前公司与Anthropic签署了价值116亿美元的云计算协议。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1522282d39801e8ccf1adcd9a78dedb3\" data-align=\"center\" tg-width=\"466\" tg-height=\"124\"/><span></span></p><p style=\"text-align: left;\">美股光通信概念股普涨，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>涨超2%，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>涨近2%，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>、<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/797e013d91d83e8efc3704b26dd7fab4\" data-align=\"center\" tg-width=\"451\" tg-height=\"237\"/><span></span></p><p style=\"text-align: left;\">半导体概念股盘前普涨，ARM涨超3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a> 、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、博通涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/480ce1967076a4ce3713b2efa5a350e4\" data-align=\"center\" tg-width=\"444\" tg-height=\"381\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动 | 阿克迈涨超21%，与Anthropic签署价值116亿美元的云计算协议；半导体、光通信概念股普涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动 | 阿克迈涨超21%，与Anthropic签署价值116亿美元的云计算协议；半导体、光通信概念股普涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-25 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">9月25日，美股三大股指期货上涨，截止发稿，道指期货涨0.10%，纳指期货涨0.35%，标普500指数期货涨0.11%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088f77fa615ba7ca8d1eb0fd23d6b348\" data-align=\"center\" tg-width=\"382\" tg-height=\"181\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AKAM\">阿克迈</a>盘前涨超21%，此前公司与Anthropic签署了价值116亿美元的云计算协议。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1522282d39801e8ccf1adcd9a78dedb3\" data-align=\"center\" tg-width=\"466\" tg-height=\"124\"/><span></span></p><p style=\"text-align: left;\">美股光通信概念股普涨，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>涨超2%，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>涨近2%，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>、<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/797e013d91d83e8efc3704b26dd7fab4\" data-align=\"center\" tg-width=\"451\" tg-height=\"237\"/><span></span></p><p style=\"text-align: left;\">半导体概念股盘前普涨，ARM涨超3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a> 、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、博通涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/480ce1967076a4ce3713b2efa5a350e4\" data-align=\"center\" tg-width=\"444\" tg-height=\"381\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"159582":"半导体","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","BK4157":"电子设备和仪器","SG9999001424.SGD":"United 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闪迪盘中暴跌12.82%，AI支出疑虑、加息预期与获利回吐多重打压","url":"https://stock-news.laohu8.com/highlight/detail?id=1191752949","media":"异动解读","summary":"闪迪今日盘中大幅下跌12.82%，引起了市场的广泛关注。此外，市场正在重新评估美联储在新任主席领导下可能加息的预期，借贷成本上升可能对为扩建AI基础设施而日益依赖债务市场的超大规模科技公司构成压力，进一步打压了半导体板块的情绪。分析指出，此轮抛售也主要由近期急剧反弹后的获利回吐所驱动，闪迪年内累计涨幅巨大，市场已处于超买状态，散户高杠杆和融资余额放大了跌幅，使市场对负面催化剂更加敏感。","content":"<p>闪迪今日盘中大幅下跌12.82%，引起了市场的广泛关注。</p><p>消息面上，市场对人工智能（AI）基础设施巨额资本支出的疑虑持续发酵，投资者担心目前尚无明确证据表明AI产品能产生足够回报以证明这些投入的合理性，这导致美国科技巨头股价普遍承压，闪迪作为存储芯片领域的代表公司也受到拖累。</p><p>此外，市场正在重新评估美联储在新任主席领导下可能加息的预期，借贷成本上升可能对为扩建AI基础设施而日益依赖债务市场的超大规模科技公司构成压力，进一步打压了半导体板块的情绪。</p><p>同时，韩国存储芯片市场今日重挫，拖累了全球存储芯片板块。分析指出，此轮抛售也主要由近期急剧反弹后的获利回吐所驱动，闪迪年内累计涨幅巨大，市场已处于超买状态，散户高杠杆和融资余额放大了跌幅，使市场对负面催化剂更加敏感。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 闪迪盘中暴跌12.82%，AI支出疑虑、加息预期与获利回吐多重打压\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-06-23 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>闪迪今日盘中大幅下跌12.82%，引起了市场的广泛关注。</p><p>消息面上，市场对人工智能（AI）基础设施巨额资本支出的疑虑持续发酵，投资者担心目前尚无明确证据表明AI产品能产生足够回报以证明这些投入的合理性，这导致美国科技巨头股价普遍承压，闪迪作为存储芯片领域的代表公司也受到拖累。</p><p>此外，市场正在重新评估美联储在新任主席领导下可能加息的预期，借贷成本上升可能对为扩建AI基础设施而日益依赖债务市场的超大规模科技公司构成压力，进一步打压了半导体板块的情绪。</p><p>同时，韩国存储芯片市场今日重挫，拖累了全球存储芯片板块。分析指出，此轮抛售也主要由近期急剧反弹后的获利回吐所驱动，闪迪年内累计涨幅巨大，市场已处于超买状态，散户高杠杆和融资余额放大了跌幅，使市场对负面催化剂更加敏感。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191752949","content_text":"闪迪今日盘中大幅下跌12.82%，引起了市场的广泛关注。消息面上，市场对人工智能（AI）基础设施巨额资本支出的疑虑持续发酵，投资者担心目前尚无明确证据表明AI产品能产生足够回报以证明这些投入的合理性，这导致美国科技巨头股价普遍承压，闪迪作为存储芯片领域的代表公司也受到拖累。此外，市场正在重新评估美联储在新任主席领导下可能加息的预期，借贷成本上升可能对为扩建AI基础设施而日益依赖债务市场的超大规模科技公司构成压力，进一步打压了半导体板块的情绪。同时，韩国存储芯片市场今日重挫，拖累了全球存储芯片板块。分析指出，此轮抛售也主要由近期急剧反弹后的获利回吐所驱动，闪迪年内累计涨幅巨大，市场已处于超买状态，散户高杠杆和融资余额放大了跌幅，使市场对负面催化剂更加敏感。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
