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高盛：空头大撤退！对冲基金以半年最快速度追涨美股
38分钟前
从“周期大宗商品”到“战略核心资产”，摩根大通：本轮存储超级周期将“更高、更长”
39分钟前
MLCC 会成为下一个存储吗？
41分钟前
一家中小跨境电商的AI拼连接样本
41分钟前
宇树科技，IPO过会！
17:15
美团Q1营收同比增5.6%超预期，环比大幅减亏超百亿｜财报见闻
17:10
英伟达亮出三张“新王牌”
16:39
创历史新高！韩国5月芯片出口372亿美元
16:09
长鑫IPO将至，怎么看A股后续走势？
15:16
Skew失灵！高盛波动率团队：美股10%暴涨与10%暴跌竟被赋予相同定价
15:03
AI“泡沫”走到了哪一步？
14:41
黄仁勋即将会见LG集团会长，LG电子连续涨停
14:00
软银超越丰田成日本市值最大公司，20年霸主易位
13:53
高盛上调铜目标价！美国“囤货潮”加剧全球供应紧张
12:53
30年美债收益率再破5%，“一切都廉价”的时代落幕了
11:18
OpenAI正式成立机器人团队，进军实体世界AI
10:43
中国5月RatingDog制造业PMI 51.8，连续第六个月扩张，通胀压力出现缓解
10:05
中国5月RatingDog制造业PMI 51.8，连续第六个月扩张，通胀压力出现缓解
09:45
戴尔暴涨，大摩“认错”：对硬件周期过于保守了
09:40
油价跌了黄金也没涨，市场开始担心一个新问题
09:06
高盛也支持“存储PE估值”，上调海力士、三星和铠侠“三巨头”目标价
09:02
沃什改写“美联储最爱的通胀指标”，2021年“通胀低估”会重演吗？
08:23
6月变盘点？这是不看好SpaceX IPO的12个理由
07:19
美伊谈判进入关键拉锯：特朗普临时改协议，签署时间再生变数
06:50
戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭
05-31 16:31
美银Hartnett：泡沫破裂时该交易什么？
05-31 14:39
黄仁勋预告“PC新时代”：英伟达不想只卖GPU了
05-31 12:16
当胡彦斌1个月写出APP，AI时代已经扑面而来
05-31 11:18
GitHub不装了：AI编程的低价时代结束了，从此按token计费
05-31 10:20
AI军备竞赛下一个爆发点！高盛：电容就是“新内存”
05-31 07:43
家用储能独角兽Base Power拟融资，估值直逼120亿美元
05-30 19:36
TrendForce大幅上调存储市场预测：2027年规模料超1.28万亿美元
05-30 19:31
蓝色起源火箭爆炸，为何会殃及竞争对手SpaceX？
05-30 17:35
对霍尔木兹高度依赖！ 日本4月原油进口暴跌66%，创1962年以来最低
05-30 17:24
预测西班牙夺冠！高盛建模：世界杯“类似高波资产”，夺冠“路径比基本面重要”
05-30 11:28
美国软件股逆袭，创2001年以来最佳单月表现
05-30 10:54
忘了设限，1家公司1个月在Claude烧掉5亿美元！--当AI已经贵到“用不起”
05-30 09:41
ComputeX大会前夜，英伟达发了个“预告贴”：神秘PC芯片即将发布
05-30 09:13
华尔街抛弃避险对冲，最遭做空股票两个月暴涨30%
05-30 06:22
Anthropic七位联创身家均达80亿美元，单日上榜人数创彭博富豪榜纪录
05-30 04:09
元戎启行周光：智驾同质化竞争到头了，大模型是下一关
05-29 23:21
欧洲央行管委：6月后可能需要第二次加息
05-29 23:21
密集涨价后，中国汽车的竞争维度变了
05-29 23:11
戴尔业绩大涨，为什么传统服务器迎来意想不到的爆发?
05-29 22:16
NVIDIA MGX生态版图扩张背后：一场从800V到GPU核心的效率革命正悄然展开
05-29 20:31
四大行带头，二季度银行“二永债”迎来发行潮
05-29 20:05
三星、SK海力士暴涨“撑爆”持仓红线：基金被迫抛售，韩股外资创纪录流出
05-29
波动越大越赚钱！华尔街大行二季度靠交易与AI融资赚翻了
05-29
三星或拿下Anthropic芯片订单，晶圆代工业务迎来“翻身仗”？
05-29
1999年来最佳月份！联想5月股价翻倍大涨109%
05-29
铝价涨势远未结束，未来一两个月供给短缺将真正爆发
05-29
降息有望了？沃什最偏爱的通胀指标，显著降温！
05-29
“亚洲最大AI科技展”ComputeX下周开幕，黄仁勋领衔AI巨头轮番登台
05-29
戴尔炸了：超最乐观预期21%，华尔街要给它换一套估值框架
05-29
新一轮大模型要来了！Blackwell加持下，AI能力更强了？
05-29
从英特尔、美光、到戴尔！“白宫股神”名不虚传，“先买再吹”屡试不爽
05-29
从“惩罚花钱”到“奖励成长”——A股如何重估Capex？
05-29
传奇对冲基金经理Dan Loeb：拒绝进化的“死硬价值派”都死了，不学AI注定灭绝
05-29
调研ASML后，高盛总结了五大要点：产能扩张、CPU崛起、存储订单、新技术场景和中国需求
05-29
“我们在赢”！戴尔电话会：业绩炸裂，但炸的不只是AI服务器，四大业务全赢麻了
05-29
“两倍海力士”已成全球老大，全球杠杆/反向“单票ETF”规模1个半月翻倍
05-29
18倍PS？Anthropic最新估值达9650亿美元，首超OpenAI！
05-29
比剧透提前！Anthropic发布Claude Opus 4.8：更“诚实”、可调思考强度、新功能协调数百智能体
05-29
Token战争悄然打响，高盛：基础设施瓶颈终将消解，AI叙事面临重新定价
05-29
欧洲央行会议纪要：通胀风险已经浮现，继续观望“越来越不合适”
05-28
KOSPI疯涨94%后，韩国国民养老金上调本土股票目标，市场最大抛压解除？
05-28
战火点燃通胀，沃什面临第一道难题：如何“摁住鹰派”？
05-28
伯恩斯坦：汽车半导体正式进入上行周期
05-28
美国4月PCE物价指数同比3.8%，为2023年以来最高水平，核心指数同比3.3%
05-28
散户大军重返市场！摩根大通：美股Q2有望继续冲高
05-28
高盛点评Marvell季报：完美复合华尔街预期，接下来紧盯这三个核心！
05-28
英伟达Computex前瞻：黄仁勋将带来哪些AI算力"核弹"？
05-28
芯片终极材料？爱情抛弃的钻石，正在被AI救活
05-28
五年后再叩门：未盈利药企海和药物换标准重启科创板IPO
05-28
韩国散户太疯狂！三星、海力士杠杆ETF首日吸金28亿美元，高盛大喊“波动加速器”来了！
05-28
卓驭抢跑，舱驾一体窗口期在收窄
05-28
亚马逊AI翻身战：靠卖Claude Tokens，AWS利润率碾压微软和谷歌
05-28
对话云鲸张峻彬：扫地机内卷下的一场主动刹车
05-28
爱尔眼科冲刺“A+H”，海外并购能否续上增长故事
05-28
手机行业史上最惨年：内存贵、油价涨、消费者换机周期拉长，谁能扛住？
05-28
高盛重磅预测：AI下半场将从芯片转向人形机器人
05-28
耐克阿迪仍占近九成收入，滔搏转型成果尚未兑现
05-28
AI催生电力架构革命：800VDC浪潮下，谁将成为最大赢家？
05-28
从120美元暴跌至72美元，白银还没跌完？三大投行发出警告
05-28
可灵成快手“新王牌”：超300%增长背后，75%收入来自海外，ARR有望冲刺10亿美元
05-28
当Token比人更贵，“AI叙事”就碰到麻烦了
05-28
何小鹏去年做了个“惊天豪赌”
05-28
晶圆代工涨价潮！台积电之后，联电也宣布分阶段提价
05-28
拿下Snowflake60亿美元大单，亚马逊的“AI芯片战略”开始收效
05-28
拼多多要做“开市客+迪士尼”：开启新一轮“投资周期”，以“短期利润”换“长期增长”
05-28
“ASIC巨头”Marvell季度营收创纪录、连续上调指引，CEO称数据中心业务“着火了”
05-28
伊朗与美联储，接下来影响全球市场的“三种场景”
05-28
美联储理事库克：如果通胀不缓解，我已准备好加息
05-28
机构：美国战略储备原油有史以来首次运往加利福尼亚州
05-28
SpaceX早期投资人：SpaceX与特斯拉合并"只是时间问题"
05-28
不只卖货，亚马逊开始卖“AI导购”了
05-28
盘中大跌超13%，拼多多业绩持续阵痛中
05-28
字节“豆包股”背后的AI人才暗战
05-27
股价腰斩、估值新低，今夜Salesforce财报迎来“软件股审判时刻”
05-27
拼多多电话会：三年、千亿、“再造拼多多”，走到哪了？
05-27
希捷CEO：NAND越贵HDD越有优势，毛利率还有较大扩张空间
05-27
BP人事震动升级：前董事长怒斥“无解释解雇”，股价再遭重击
05-27
薪酬风波后，台积电CEO出马“安抚”：承诺员工奖金平均涨超30%
05-27
霍尔木兹封锁三个月，油价为何仍未冲破150美元？
05-27
高盛：尖端MLCC景气周期可能比想象中更持久
05-27
“别轻易做空”！标普创70年罕见八周连阳，华尔街最高看向8250点
05-27
纳指新高，科技股还有哪些机会？瑞银点出四大方向
05-27
可灵AI年化ARR近5亿美元，快手Q1营收利润双双超预期｜财报见闻
05-27
AI Agent是苹果的大机会？
05-27
AI革命下一站——物理AI有哪些新进展？
05-27
星舰“带伤过关”！SpaceX万亿IPO关键一战：市场更相信马斯克了
05-27
铝价大涨，中国铝出口有望创纪录！
05-27
万亿美光的全球扩产版图：美国、日本、新加坡同步扩产，新产能一路排到2030年
05-27
韩国股市年内翻倍，海力士飙升250%领跑，分析师：暴涨行情才走了一半
05-27
杠杆海力士和三星ETF来了，韩国散户疯狂了，投前教育网站崩了
05-27
净利润砍掉43%，小米这份季报藏着一个比数字更重要的信号
05-27
美光市值突破万亿美元！这份瑞银研报提出了“AI供应链估值最大的认知差”
05-27
谷歌、微软、Meta提出“出钱建产线”，海力士“不要钱，要5年长约、更高预付款和最低价格保证”
05-27
美国公布月球基地建设"三阶段路线图"，今年秋季开启，目标"永久驻留"
05-27
美媒称美国悄然恢复霍尔木兹海峡护航，美军否认，油运风险远未解除
05-27
五角大楼被SpaceX掐咽喉：星链坐地起价涨五倍，双方激烈争执，马斯克否认
05-27
美债长端利率剧烈震荡，是假突破还是新一轮重新定价的开始？
05-27
OpenAI 的下⼀步⼴告策略：以⼩博⼤
05-26
伊朗谴责美国“违反停火协议”，解冻海外资金仍为谈判主要分歧
05-26
马斯克大发战争财：星链战时收费暴涨5倍，五角大楼被迫买单
05-26
Oklo盘前涨近12%！获美国能源部钚燃料项目高级谈判资格
05-26
美光告别“周期魔咒”？瑞银给出1600美元天价目标：LTA或撑起1.8万亿美元市值
05-26
小米电话会：内存成本短期难降，“做最后涨价、涨幅最小的企业”
05-26
功耗暴增100倍！美银：数据中心1.5兆瓦机柜时代来临，颠覆传统配电体系
05-26
Altman改口：AI不太可能导致“就业末日”，人际关系是难以被取代的“护城河”
05-26
护肤收入过半，逸仙要摘掉完美日记的标签了吗
05-26
就在明天！韩股迎来三星、SK海力士两倍杠杆ETF，单日涨跌幅可达60%
05-26
SpaceX IPO埋下“治理核弹”：马斯克几乎不可被罢免，股东维权门槛高达525亿美元
05-26
日本光纤巨头藤仓盈利不及预期，市值一周蒸发400亿美元！
05-26
如果债市风暴继续在全球蔓延，接下来会发生什么？高盛：没什么好事
05-26
玻璃基板竞赛升温，英特尔争夺全球首个量产席位
05-26
债市开始“吓坏”美股！高盛顶级交易员提出“简化市场方向框架”
05-26
决定AI牛市的关键变量是什么？
05-26
美债收益率曲线趋平，市场押注沃什领导下利率将"更高更久"
05-26
AI资本开支浪潮重塑经济弹性，摩根士丹利上调美股盈利预期
05-26
前高盛商品专家谈“美伊协议”：卖出推文，买入硬货
05-26
ComputeX 2026即将开幕，黄仁勋、苏姿丰和陈立武先后抵台“密访”供应链
05-26
荣耀600系列发布：在成本上行中做配置平衡
05-25
最后关头踩刹车！SEC紧急叫停“代币化美股”计划
05-25
存储产能根本跟不上！美光警告：缺货将持续至2026年后
05-25
AI繁荣的隐秘真相：数万亿云收入背后的“循环计账游戏”
05-25
三星实现900层V-NAND原型测试，有望重塑闪存竞争格局
05-25
超级IPO“吸血”、中期选举魔咒、收益率攀升……美股今夏危机四伏
05-25
电子、半导体超级周期爆发，MLCC迎来“爆发时刻”
05-25
跟着散户买！高盛：本土散户支撑本轮亚洲股市反弹
05-25
谈不拢就动手？鲁比奥：伊朗协议可能就在今天，但若谈判失败，美国将“另寻路径”
05-25
当下还有哪些困境反转机会
05-25
算力租赁的“下一站”：Token运营
05-25
再度抢滩英国，京东盯上老牌线上零售平台The Very Group
05-25
历史新高的美股 VS 历史新低的消费信心
05-25
美股最大的风险，可能不是跌，而是空头被迫追涨
05-25
SpaceX上市板块归属引热议：科技、工业还是通讯服务？
05-25
高盛交易员：AI之外，市场开始寻找“战后交易”
05-25
超级IPO潮来了，美股会被"抽血"崩掉吗？
05-25
A股震荡分化，创业板跌近1%，半导体产业链活跃，寒武纪大涨刷新历史新高，煤炭、电力爆发
05-25
摩根大通中国峰会：将“大消费”作为“AI和机器人”配置的资金来源
05-25
减重效果堪比手术！礼来RETA成史上最强“减肥神药”，“几年内肥胖将成为罕见病”？
05-25
特朗普称美伊协议基本谈成，油价大跌，美股期货、黄金同步走高
05-25
什么情况下，本轮AI大行情会结束？
05-24
美伊协议"罗生门"：霍尔木兹海峡如何管？高浓缩铀弃不弃？
05-24
摩根大通CEO戴蒙坦承：AI终将减少银行业岗位
05-24
重仓AI芯片还不够，韩国散户再获"加速器"：个股杠杆ETF即将登场
05-24
供不应求却拒绝涨价，日东纺"市占率保卫战"背后，豪赌AI玻纤长期景气
05-24
一季度做了3711笔交易！高频交易、先买后吹，这是“白宫股神”特朗普的交易策略
05-24
《给阿嬷的情书》是如何炼成的?
05-24
厄尔尼诺现象下，哪些资产将受益？
05-24
3万亿时代：量化私募由竞速进入淘汰赛
05-23
摩根大通一线调研：中国AI“赚钱时刻”来了，工作流层的价值开始超越基础模型
05-23
美股和美债的“矛盾走势”，接下来谁会赢？
05-23
新一轮袭击一触即发？特朗普取消出席儿子婚礼“坐镇白宫”，伊朗警告若再遭袭将开启战斗3.0
05-23
沃什上任第一天，市场给个“下马威”：预期今年加息！
05-23
SpaceX、OpenAI、Anthropic“超级IPO”扎堆，美银：这是超级泡沫的重演
05-23
狂欢落幕？美股“最强财报季”见顶，下周三大宏观重磅恐引爆美债风暴
05-23
SpaceX星舰V3完成首飞，马斯克IPO帝国版图迎来关键大考
05-23
美伊和谈陷入“死胡同”？四大核心障碍难逾越
05-23
宣誓就任美联储主席！沃什：美联储将以改革为导向，未来数年能给美带来无与伦比繁荣
05-23
报道：Anthropic估值或破9000亿美元超越OpenAI，最快下周完成超300亿美元融资
05-23
张坤添”新帮手”了，易方达蓝筹深夜公告增聘基金经理
05-23
AI宣传全靠“画饼”？Salesforce被曝欺骗性营销，大客户AI功能多为虚构
05-22
“新美联储通讯社”：特朗普选沃什本为降息，但市场已开始押注加息
05-22
单月狂吸13亿美金！SpaceX上市引爆华尔街，美国太空主题ETF正被疯狂买爆
05-22
AI巨无霸排队上市，会是美股“最后的狂欢”吗？
05-22
今晚，美联储正式换帅，“沃什时代”来了！
05-22
GPU后，黄仁勋想打造“CPU帝国”
05-22
Z世代求稳、银发族悦己，中国消费市场呈现“理性升级”
05-22
挂钩长期价值与风险约束，平安明确高管薪酬中绩效占比不低于50%
05-22
SpaceX自曝：最大资产和最大风险都是同一个人——马斯克
05-22
恒生指数今日季度审议！智谱、MiniMax纳入指数又进一步，股价双双飙升
05-22
近千亿美元抛压在即！美股史上最大IPO要来，Mag7却危险了
05-22
智利国家铜业虚报产量，铜产量跌至27年最低
05-22
珀莱雅拟拿下花知晓控制权，或迎第二个年收入10亿级彩妆品牌
05-22
AI科技股涨到哪里该卖？
05-22
边涨边撤！全球投资者大幅撤离韩国股市，5月已流出220亿
05-22
联想全年营收5900亿元，三大业务均实现双位数增长，股价大涨13%、创二十六年来新高｜财报见闻
05-22
OpenAI最快9月上市？Altman：上市时机仍存变数
05-22
不算三星和海力士，韩股动态市盈率12倍！瑞银：估值很合理，看好韩股
05-22
OpenAI一季度营收近57亿美元，但用户增长停滞、亏损仍深
05-22
英伟达Vera Rubin机架售价780万美元，是Blackwell的2倍！不只是内存，几乎所有组件都在涨价
05-22
报道：尽管霍尔木兹海峡受阻，OPEC+领导国仍预计将提高7月石油产量目标
05-22
减重神药或能抑制癌症发展，诺和诺德、礼来迎重磅利好
05-22
小米核心SKU再加码：YU7补齐价格带，17 Max守住定价力
05-22
高盛英伟达财报点评：AI算力资本支出浪潮尚未触顶
05-21
微软Maia芯片终于等来大客户？Anthropic入局或改写云计算竞争格局
05-21
SpaceX招股书被忽视的细节：Anthropic每年砸150亿美元租马斯克的GPU
05-21
闪送Q1降本换利润，但增长难题未解
05-21
大摩拆解英伟达Rubin：GPU不再独占蛋糕，PCB、MLCC、ABF价值集体起飞
05-21
京东方：未与英伟达合作，玻璃基板等业务未来2-3年无法对业绩产生重大影响
05-21
小米新品发布会：大屏旗舰17 Max售价4799元起，跑车级SUV YU7 GT震撼上市
05-21
英伟达一季报堪称完美，除了一点！
05-21
蔚来Q1营收同比增112%，新车交付大增98%，整车毛利率创四年来新高｜财报见闻
05-21
霸王茶姬把夏天生意卷到Gelato柜台前
05-21
英伟达一季报：第四次盘后下跌背后，三条增长曲线正在收敛
05-21
当MuleRun开始放手：一次有关AI Native的组织验证
05-21
FOMC纪要再放鹰声，花旗却力挺降息：市场错判了沃什
05-21
高盛：5月全球原油库存日均降幅创纪录，达870万桶
05-21
近七成美国人反对建数据中心，但高尔夫球场用水是数据中心的12倍以上
05-21
沃什会向特朗普妥协吗？一文盘点白宫与美联储70年权力暗战
05-21
韩国5月前20天半导体出口大增202%，DRAM出口额同比飙升498%
05-21
特斯拉FSD官宣入华，智驾板块掀涨停潮
05-21
英伟达业绩创下最佳的一次“超预期”，为何华尔街还嫌不“完美”？
05-21
从TACO到FOMO：散户如何将特朗普的市场冲击炼成“交易手册”
05-21
孩之宝Q1净利翻倍，卡牌游戏“单骑救主”
05-21
8000人大裁员后安抚员工！扎克伯格承诺：今年不再进行“公司级别”裁员
05-21
困扰人类80年的数学难题，被AI破解了！奥特曼：感受很复杂
05-21
AI代理的CPU时代：x86 vs ARM
05-21
已有10%美国人服用，GLP-1正在重塑制药、食品、饮料和餐饮行业
05-21
三星罢工危机暂解，加薪6.2%，芯片部门按业绩10.5%计提奖金，以税后股票发放
05-21
英伟达电话会：CFO称需求在加速，黄仁勋称Vera Rubin全周期供应受限
05-21
SpaceX提交IPO招股书：2028年部署轨道算力卫星，马斯克奖励与火星百万人口挂钩
05-21
美联储会议纪要放鹰：多数官员支持通胀持续高企时加息，多人倾向删除宽松倾向
05-21
联想加入Mini-AI主机战局
05-20
美股牛市最大的敌人，不是通胀，而是消费停滞？
05-20
BOSS直聘付费企业客户达710万，但增长天花板在逼近
05-20
AI交易被挤爆：存储链拥挤到极值，英伟达等巨无霸却被集体“晾在一边”
05-20
Meta大裁员，扎克伯格坦承：AI正在"学习"员工，并逐步取代他们
05-20
智元旗下擎天租融资二连击，估值已达70亿元
05-20
别只盯着绝对高度！高盛：美债收益率变动速度也是美股“杀手”
05-20
历史的回响：1920年代前车之鉴，高利率这次能否改写AI泡沫结局？
05-20
美股狂欢还能持续多久？富人现金耗尽，市场脆弱性上升
05-20
沃什上台能逆转美债利率上行吗？
05-20
化肥贵、天气旱！亚洲大米价格飙升至一年新高
05-20
惊掉下巴！SpaceX上市在即，这两家顶级VC各赚600亿美元
05-20
SpaceX即将公布招股书，这是五大看点
05-20
始祖鸟、萨洛蒙双线放量 亚玛芬增长押向女性和鞋
05-20
飞猪推出酒店商家智能助理，在线旅游平台开始用AI抢商家
05-20
沃什的第一道死局
05-20
不满足于卖铲子！黄仁勋16个月砸900亿美元，几乎把整个AI圈投了个遍
05-20
戛纳电影节“大爆粗口”，毕业典礼嘘声四起——“抵制AI”已成浪潮
05-20
市场暂时松了口气，日本超长期国债拍卖意外走强，收益率应声骤降逾10基点
05-20
为获取AI训练数据，硅谷巨头们纷纷向自家员工“下手”
05-20
英伟达财报倒计时！超预期基本没悬念，但华尔街最关心这五个问题
05-20
OpenAI首开先河！“长协锁产能”已充斥AI上游，如今下游也开始了？
05-20
美股芯片股已严重超买！美银警告：历史7次类似信号后平均暴跌44%
05-20
史上最大IPO“投行大单”，高盛分得最大一块蛋糕
05-20
美债上演“投降式大抛售”，高利率阴霾笼罩股市
05-20
“OpenAI联创”Karpathy官宣加入，Anthropic获得“人才争夺战”重大胜利
05-20
“债市风暴”席卷而来，全球市场都盯着今天的日债拍卖
05-20
美股芯片股与软件股相关性首次转负，AI驱动科技板块内部分化
05-20
美国纽约联储官员：现行利率调控工具能够应对准备金需求下降
05-20
理想失去吸引力了？
05-19
花旗大幅上调美光目标价至840美元：明年HBM价格将再度攀升，EPS将突破百元大关！
05-19
爱回收Q1营收61.6亿，净利润大增近8成
05-19
账面盈利超百亿美元！这家默默无闻的对冲基金或将成为SpaceX IPO最大赢家
05-19
伯恩斯坦预警：谷歌黑石强强联手，CoreWeave等算力新贵面临长期利润率挤压
05-19
马斯克告输了，但奥特曼也“扒了一层皮”
05-19
高盛英伟达前瞻：业绩大概率超预期，但市场更关注“1万亿美元”指引之外的增量空间
05-19
英伟达财报前夕，期权交易员为更深回调做准备
05-19
监管警示未满半年，株洲科能再闯IPO
05-19
AI赋能内容飞轮，哔哩哔哩Q1净营收略超预期，经调整净利润同比增62%｜财报见闻
05-19
50年最强牛市！花旗：铝价3个月内上4000，明年看到5000美元以上
05-19
FOMO情绪拉满！华尔街：SpaceX IPO这种场面，只在泡沫顶部见过
05-19
沃什要缩表？美银：恐怕只是“雷声大雨点小”
05-19
谷歌I/O大会今夜揭幕： Gemini 4.0悬念、全栈智能体与AI购物
05-19
地平线前高管创业做机器人底层智能 数千万元种子轮落地
05-19
桥水联合CIO访谈：AI与现代重商主义掀起全球“资源争夺战”，算力配给时代即将到来
05-19
日本一季度GDP年化增长2.1%超预期，但中东战争阴云压制前景
05-19
摩根大通：黄金牛市未结束！下调年底目标至6000美元，但白银神话正在破灭
05-19
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
05-19
英伟达财报前夜，黄仁勋、戴尔访谈：AI正大规模进入企业，最核心瓶颈依旧是存储和先进制程芯片
05-19
不只是“不降息”了！这三种情况下，美联储甚至可能重新加息
05-19
CEO“拒绝扩产”，希捷股价应声跳水6%，带崩硬盘股
05-19
“NACHO交易”大行其道！高盛之后，美银也认为今年油价将维持在90美元高位
05-19
世界正应对新一轮通胀，“长债风暴”席卷全球
05-19
苹果计划在iOS 27中推出AI写作辅助、自然语言创建指令和壁纸生成
05-19
戴尔AI服务器新增1000家客户，全力进军企业级市场
05-19
降息预期再度后移，高盛：AI生产率改善才是当前最关键的宏观变量
05-19
又一家“杭州六小龙”冲刺IPO，云深处要募25亿
05-19
摩尔线程试图把GPU公司往前推一步
05-18
高鑫零售仍困在大卖场收缩周期里
05-18
瑞幸卖酒，难在把尝鲜变成习惯
05-18
神秘资金狂买美债看跌期权，押注下月长债跌破历史大底
05-18
当工程师拒绝更聪明的模型：AI推理大战，OpenAI换了一把"枪"
05-18
百度的转型时刻：AI收入首次撑起半壁江山，利润还在过关
05-18
SpaceX迎IPO前关键一战：星舰V3周三首飞，有三大核心升级
05-18
财报后，华尔街大行集体调高铠侠目标价，平均上调44%
05-18
存储之后看光通信：标普500今年十大牛股，三只来自光模块
05-18
英伟达周三财报夜：决定AI牛市命运的一战来了！
05-18
一个让老交易员不安的信号：思科们时隔25年重回巅峰
05-18
铠侠ASP指引远超预期，NAND价格比想象的更强？
05-18
科技大佬Gavin Baker：亚马逊芯片是黑马，太空数据中心快来了，台积电在帮所有人避泡沫
05-18
Agent开始接管跨境电商运营：一场行业准入壁垒的重构
05-18
从“追逐GPU”到“追逐Gigawatts”--Coatue CIO讲述科技投资的“范式转变”
05-18
美股CTA买入骤降，标普500一旦跌3%或引发千亿美元抛售潮
05-18
台积电CPO布局升级加速，ABF基板供需恐再现紧张局面
05-18
中国4月社会消费品零售总额同比 0.2%，前值 1.7%
05-18
4月70城房价：一线城市二手房价环比连续第二个月上涨，二三线城市房价环比降幅收窄或持平
05-18
霍尔木兹海峡正在“点燃”煤炭
05-18
新债王：美联储今年降息“已不可能”
05-18
日债风暴愈演愈烈！10年期收益率大幅上行10基点至2.8%
05-18
印度限金令催生恐慌性抢购潮，高盛坚持年底看多金价至5400美元
05-17
美股市场紧张了！高盛：继续看多AI但要买对冲，低质板块已脱离基本面
05-17
霍尔木兹6月重开是“异想天开”！这家银行认为：夏天油价可能创新高，从而冲击股市
05-17
50-100亿美元！“全球最大资管”贝莱德考虑投资“历史最大IPO”SpaceX
05-17
未来十年的“宏观图景”：前5年“通胀持续”，后5年“超级通缩”？
05-17
这一次，真的不一样！野村：拥抱AI新常态，三星、海力士估值应参考台积电
05-17
“商品老将”：美股就像“冲向沙滩的孩子”，看不到“远方游弋的鲨鱼鳍”，AI算力的本质是石油
05-17
1个月内美股14次新高、动量股狂飙，高盛翻出40年历史：类似行情通常1个月后回落
05-17
第三次了，野村警告：这一次“日债风暴”不一样！
05-16
日股一线观察：与1999年高度相似，投资者被迫参与可能是“一代人一遇”的牛市
05-16
AI“裁员风暴”已经逼近：美国近期1/4裁员是因为AI
05-16
高盛：当前市场最大威胁是“伊朗风险叠加利率风暴”，股市再涨也会波动加大
05-16
微软的“剧烈分歧”：知名科技基金80亿美元清仓，知名对冲基金Ackman24亿美元抄底
05-16
巴菲特多年对航空业“嗤之以鼻”，伯克希尔“新王”26亿美元买入达美航空
05-16
阿克曼建仓微软，称其护城河“”无法复制“，减持谷歌
05-16
美联储：鲍威尔将担任临时主席，直至凯文·沃什宣誓就职
05-16
OpenAI携手Plaid，向大众提供个性化财务建议
05-16
桥水新进台积电，增持半导体，清仓软件
05-16
贵州茅台上调部分酒产品自营体系零售价，飞天1L装涨4.3%
05-16
不能输的一战，理想打出下一张牌
05-16
闪迪、美光越涨越便宜？股价暴涨数倍，但华尔街只给9倍PE
05-15
不是1999年的重演！看空声此起彼伏，反向投资者却嗅到了不同气息
05-15
高盛：AI主线逻辑发生什么根本性变化？
05-15
沉默是金？沃什为何希望美联储“少说话、少预测”
05-15
绕开霍尔木兹，阿联酋正在建设一条新输油管道
05-15
美联储历次换届，美股如何表现？
05-15
恐慌升级！全球债市替美联储“提前加息”，美日英德长债收益率飙至多年新高
05-15
涨的越高，跌的越惨！野村警告：如果标普单日跌5%，将引发更剧烈的抛售潮
05-15
股价3年翻4倍，市值超越龙头Illumina！这家“癌症早筛”公司被华尔街热捧
05-15
股指高歌猛进、上涨高度集中，债市已“拉响警报”，高盛警告“高利率会杀死美股”
05-15
对话星火动漫吕世峰：内容仍是AI漫剧核心变量
05-15
和新主席唱反调！美联储理事Michael Barr：缩表是错误的，最终威胁金融稳定
05-15
百度的DAA头枪：多线铺路Agent
05-15
给美联储新主席的“见面礼”：沃什刚上台，市场已“加息”
05-15
4月成“分水岭”：“选对AI硬件”的机构，这是“1999年以来最强单月”，选错的机构“完全跑不赢指数”
05-15
福特两天大涨20%！储能入局，“隐藏的数据中心受益者”引爆迷因热情
05-15
马斯克承认落后，xAI推出首款编程智能体，剑指行业顶流Claude Code
05-15
三个月交易超7亿美元？特朗普“炒股账本”曝光，硅谷和华尔街巨头一个不少
05-15
史上最大规模IPO冲刺！报道：SpaceX IPO招股书最早可能于下周落地
05-15
老黄这趟中国没白来！英伟达七天累计涨20%，市值逼近6万亿美元大关
05-15
美联储理事米兰正式递交辞呈，将卸任美联储理事一职
05-15
美国4月零售销售创8个月最强涨幅，消费者信心却跌至历史低谷
05-14
光引擎突现重磅订单：POET 斩获5000万美元采购合同，股价盘前飙升逾20%
05-14
AI概念持续发酵，周四上市的Cerebras能否成为资本市场下一个宠儿
05-14
Tower Q1净利润同比大增62%，Q2营收指引创新高，硅光子订单已锁至2028年
05-14
白银还能重回巅峰吗？
05-14
再见了，鲍威尔
05-14
华虹半导体Q1营收6.6亿美元，归母净利暴增513%，Q2收入指引6.9亿-7亿美元 | 财报见闻
05-14
联发科押注“智能体化”
05-14
一飞冲天！SK海力士市值逼近万亿美元大关
05-14
味之素ABF薄膜涨价30%，AI芯片需求推动基板供应链成本全面上行
05-14
AI硬件“黄金时代”，美对冲基金赚得“盆满钵满”
05-14
GoPro卖身：昔日运动相机之王的黄昏
05-14
创纪录的每天590万桶原油净出口，美国能压油价多久？
05-14
AI数据中心的下一道障碍：冷却、水和工人
05-14
第二例！日本一油轮成功“偷渡”穿越霍尔木兹海峡
05-14
谷歌I/O大会前瞻：Gemini 4.0要来了？但这不是最重要的
05-14
谁会终结AI牛市，仓位还是叙事？
05-14
罢工对三星影响多大？摩根大通：任何回调都是买入机会
05-14
阿里AI收入剑指300亿，腾讯首次亮AI账本！两份“平平”财报引爆双双大涨
05-14
财报后大涨！Nebius市值逼近CoreWeave，争夺第一“AI云”宝座
05-14
这个市场怎么了？摩根大通交易员分析市场心理：自满还是YOLO？
05-14
三星电子闹罢工，美光站上9000亿
05-14
史上最微弱优势“过关”：美国参议院投票确认沃什担任美联储主席
05-14
报道：Arm与软银曾在Cerebras上市前寻求收购被拒
05-14
高盛：阿斯麦被严重低估！
05-13
“卖枕头”化身新曲线 亚朵零售收入逼近4成了
05-13
阿里坚定投入AI，利润跌了，股价涨了
05-13
科技巨头的AI中场战事：阿里在收账，腾讯在买船票
05-13
六年前，鲍威尔误判了通胀，这一次沃什会重蹈覆辙吗？
05-13
谷歌推出新一代AI笔记本，或采用NPU提升Gemini AI体验
05-13
SK海力士兄弟公司SKC配股筹集逾万亿韩元，加码玻璃基板量产
05-13
HBM"双雄时代"不远了？瑞银：三星市占率明年有望追平SK海力士
05-13
软银季度净利润意外超预期六倍，OpenAI持仓累计浮盈达450亿美元
05-13
摩根大通力挺京东：盈利结构实质性改善，估值仍被严重低估
05-13
紧跟高盛，大摩也旗帜鲜明看多中国股市，也认为“A股优于H股”
05-13
微妙时刻，这只大基金今晚突然被华尔街盯上
05-13
高油价阴云笼罩！日本20年期国债收益率创近30年新高
05-13
美国散户“换赌场了”：净卖出美股、杠杆ETF也不炒了，都涌去预测市场了
05-13
芯片股终于开跌，高盛交易员：裂痕出现了，市场低估了“狂炒芯片”背后的杠杆
05-13
A股三大股指震荡回升，科创50跌超1%，芯片半导体全线调整，电力逆势爆发，恒科指跌1%
05-13
中信建投夏凡捷：下半年牛市行情将继续，算力牛”和“复苏牛”是主线
05-13
别只盯着芯片，高盛：从数据管理到员工培训，AI Agent需要“大规模非硬件投资”
05-13
报道：鸿海已向英伟达“提前供货”全光CPO机柜，并大幅上修出货目标
05-13
油价与美债收益率齐升！“NACHO交易”升温
05-13
芯片股终于跌了！费城半导体指数盘中一度跌6.8%，美光、英特尔、博通“领跌”纳指
05-13
美国上诉法院暂停针对特朗普10%全球关税的反对判决，关税将继续征收
05-13
黄仁勋2026财年总薪酬3630万美元，缩水27%，英伟达股票奖励大减
05-13
Anthropic推出逾十款法律AI工具，覆盖合同审查到司法备考
05-13
报道：Anthropic寻求300亿美元融资，估值逼近万亿
05-13
美参议院确认沃什出任美联储理事，美联储主席确认投票最早将于周三完成
05-13
软银再砸4.57亿美元！Graphcore获孙正义重金加持，剑指通用人工智能
05-12
芝商所拟推出算力期货，瞄准AI时代"新石油"
05-12
泡泡玛特Q1收入预增75％至80％，欧美市场增长放缓，中国线上渠道预增150%
05-12
腾讯微信小店的激励加码了
05-12
美银：苹果英特尔的合作或引发46亿欧元设备采购潮，ASML料成最大赢家
05-12
AI牛市过热了？美股资金开始“踩刹车”，下一波行情要看韩股会不会出现FOMO
05-12
货币不会因AI而消失：真正稀缺的东西，算力造不出来
05-12
连续亏损后，昆仑万维陷入AI中间困境
05-12
“中国版谷歌”！花旗预测：阿里云AI相关收入未来五年CAGR增速将达90%，MAAS增速达235%
05-12
Circle：AI Agent需要带API的货币
05-12
瑞银调查：企业对AI落地速度存在系统性高估，预期与现实的差距不断扩大
05-12
扭亏为盈后，涂鸦智能要加速拥抱AI
05-12
韩国政策高层：AI产业的超额利润应返还全民，提议设立“公民红利”
05-12
韩国股市领涨全球后，资金“史上最大规模”撤离韩国ETF
05-12
创业板震荡上涨，算力硬件继续活跃，中际旭创股价破千，恒指、恒科指双双走高，快手大涨超6%
05-12
“量子英伟达”Rigetti一季度营收翻了三倍、但亏损扩大，量子计算商业化还要等多久
05-12
开启AI大时代的投资！微软对OpenAI持股“浮盈”1220亿美元
05-12
AI的大瓶颈始终是：台积电
05-12
“大多头”Ed Yardeni：标普年底必破8000点，三年后破10000点！
05-12
华尔街轮番推迟时点预期，今年美联储降息悬了？
05-12
“大空头”：美股或将崩盘，科技股飙升重现2000年泡沫
05-12
美国二手房旺季开局低迷，销量微升不及预期，房价创历年4月最高纪录
05-11
AI数据中心连接之战：铜退光进是真的吗? CPO时代供应链利润分配有什么变化？
05-11
估值200亿美元？快手是否会分拆可灵AI
05-11
台积电封装垄断格局悄然松动：SK海力士联手英特尔测试EMIB技术，AI芯片供应链或迎重大变局
05-11
AI下半场，最大的赢家依然是台积电？
05-11
沃什首秀前，高盛推迟美联储降息预期至12月
05-11
英特尔陈立武为黄仁勋授博士帽，同步爆料：正与英伟达合作“令人兴奋的新产品”
05-11
报道：英伟达Vera Rubin 6月试产、7月向主要客户出货，下半年放量
05-11
铜价无视中东逼近历史新高，花旗：一旦霍尔木兹解封，将直奔15000美元
05-11
黄仁勋：应届生别怕，AI是“一代人一次的机遇”，当下是开启事业的最佳时机
05-11
原油不再是主角：下一场能源危机，正在炼油厂悄然引爆
05-11
违约飙升，深陷亏损！阿波罗拟出售30亿美元私募信贷基金
05-11
10000点！摩根大通再度上调韩国Kospi指数目标，为一个月内第二次
05-11
告别“弱复苏”博弈：盈利估值双击下的创业板指正重塑A股定价逻辑
05-11
季营收回暖、现金流转正，中公教育度过至暗时刻了吗？
05-11
13年不写代码，5天花200美元重建400万美元产品——YC掌门人是怎么做到的？
05-11
海力士都“自愧不如”：OpenAI员工股票套现66亿美元，75人顶格套现3000万美元
05-11
沪指突破4200点，科创50涨3%，算力硬件爆发，存储、GPU大涨，恒指、恒科指齐跌，半导体逆势拉升
05-11
差一点点“反超英伟达”！谷歌距离“全球第一市值”一步之遥
05-11
远超预期！刚刚过去的财报季，美股“强得惊人”
05-11
前小米高管入局具身智能 小雨智造获数亿B+轮融资
05-09
涨太多的苦恼：美国投资者激辩“当下是1999年再现吗？”
05-09
高盛预计美联储最早12月降息，较此前预测延后一个季度
05-09
比亚迪加速落子B端
05-09
成立不到六年，芯德半导体冲刺港股
05-09
抖音电商试水“城市自营店”，用“明日达”重切近场电商
05-09
大空头：当前AI热潮酷似2000年互联网泡沫“破灭前几个月”
05-09
恐慌性追涨！“动量交易”席卷美国市场，“历史极限”引市场关注
05-09
海信加码的闺蜜机“钱景”如何？
05-09
为了区区5000元，这家老资格私募吃了“罚单”
05-09
彻底撕破脸了！OpenAI官司法庭辩论上演“人身攻击”：马斯克“不懂AI且暴躁”，Altman“人品低劣又虚伪”
05-09
狂卖80亿美元微软持仓！知名科技对冲基金“十年持股一朝清仓”
05-09
“英伟达挑战者”Cerebras据称下周上市，或为美国年内最大IPO
05-09
阿波罗、黑石洽谈为博通提供约350亿美元融资
05-09
Jane Street Q1收入161亿美元创纪录，净利润同比翻番，领跑华尔街｜财报见闻
05-09
港股“消费级3D打印第一股”来了？
05-08
美股异动 | Rocket Lab涨超21%，Q1营收暴增64%、拿下"黄金穹顶"大单，订单积压突破22亿美元
05-08
美联储理事米兰：希望鲍威尔只是短暂留任理事，不会有任何更险恶的图谋
05-08
7250亿美元豪赌AI的代价：美股科技巨头现金流创逾十年新低
05-08
一场石油危机，触发油服20年来最大上行周期？
05-08
物理AI时代核心“卖铲人”：数据采集是机器人下一个风口？
05-08
100亿美元没人敢借，软银OpenAI保证金贷款目标下调至60亿
05-08
泡泡玛特财报前，德银高喊卖出：海外降温、国内见疲，全年可能转负增长
05-08
“滞胀交易”席卷市场，今晚非农要多差，才能重启降息预期？
05-08
AI正在引发加密公司裁员潮，Coinbase称“不行动风险最大”
05-08
台积电4月营收同比增17.5%，AI需求支撑全年扩张势头
05-08
“TACO”已经过时，华尔街涌入“NACHO”交易！
05-08
美股一个危险信号：金融板块年内跌6%，大盘却在创新高
05-08
20万元锂价假设回来了：储能把2026年供需推向缺口
05-08
美股看涨期权成交量创纪录！高盛合伙人警告：芯片已疯
05-08
华夏银行交出一份“反常”开门红
05-08
高盛：超配中国，A股优于H股，将沪深300目标位上调至5300点
05-08
特朗普何时再次TACO？
05-08
CoreWeave电话会：Q1营收翻倍亏损扩大，但下半年利润将迎“逃逸速度” ，推理就是AI的变现方式
05-08
前所未见！客户提议出钱帮海力士“买光刻机，建生产线”
05-08
标普看涨期权爆量2.6万亿美元创新高！高盛交易员警告：市场进入“半非理性追涨模式”
05-08
OpenAI庭审：马斯克孩子母亲出庭，称马斯克曾向奥特曼提供特斯拉董事会席位
05-08
CoreWeave季度营收同比增长112%，订单积压达994亿美元，大规模扩张拖累利润
05-08
连续第三年，华尔街奖金池又要爆了！“战争+波动”意外成印钞机
05-07
全球最大黄金买家之一波兰央行：计划增持105吨黄金，金价短线拉升
05-07
美国上周首申人数回升至20万，续请失业金人数创2024年1月以来新低
05-07
高盛：即使项目延迟、取消，美国数据中心用电需求仍将在两年内翻倍
05-07
华尔街“传奇大佬”都铎琼斯：AI牛市“还能再持续一两年”
05-07
高盛：ARM业绩小幅beat，但市场已price in，维持卖出评级
05-07
CoWoS之后，下一代先进封装会是CoPoS？
05-07
铝罐告急，印度健怡可乐被迫限供
05-07
报道：欧盟考虑限制使用美国云平台处理敏感政府数据
05-07
美股成长史，背后是一部美国战争史
05-07
需求翻倍但不敢提指引，Arm的AGI芯片到底在怕什么？
05-07
大摩：中国人形机器人，有望复刻“电车奇迹”
05-07
三星史上最大罢工逼近！摩根大通测算：最坏或吞噬12%利润，HBM竞争再添变数
05-07
Coherent：光通信最甜蜜的烦恼——订单排到2028，股价先跌为敬
05-07
私募信贷风暴扩散！Gundlach警告：散户正意识自己成为“接盘侠”
05-07
4600美元的黄金，到底贵不贵？
05-07
马斯克的xAI正在转型成为一家云计算公司
05-07
英伟达牵手康宁背后：AI数据中心光学连接需求爆发在即
05-07
Coherent电话会：订单已排到2028年，1.6T光模块正“以惊人速度”放量，6英寸磷化铟产能提前翻倍
05-07
美图的身份迁移：AI生产力收入增速超56%，垂直影像的To B试水
05-07
再添一把火！冠绝全球的韩国股市，将迎来美国散户资金
05-07
TCL华星冰火两重天：LCD扛住基本盘，OLED持续失血苦战
05-07
重温泡沫巅峰的感觉？当前的美股涨的比1999年还快！
05-07
百亿明星私募被曝光“打新内幕”
05-07
ARM第四财季业绩超预期，第一财季指引乐观，但警告智能手机市场“逆风”
05-07
马斯克：xAI不再作为独立公司存在，将更名为SpaceXAI
05-07
美国财政部延续“缓兵之计”：发债规模维稳至2027年，短债依赖风险渐增
05-06
豆包能否掀起国内AI订阅浪潮
05-06
为什么存储原厂都不急着扩产？
05-06
高盛深度报告：即将到来的拐点——解码AI智能体经济
05-06
AI服务器挤爆内存产能：苹果电脑配置遭削减，Mac mini最高仅48GB
05-06
全球监管机构拉响警报：私募信贷2万亿美元市场藏“系统风险”
05-06
中国大模型融资王！Kimi再融资20亿美元，估值冲破200亿美元
05-06
美债5%压不住了？华尔街抛出“反向认购窗口”，财政部或被迫变招
05-06
Figure CEO：人形机器人很快将以每月600美元价格进入家庭
05-06
英飞凌：AI数据中心电源解决方案需求旺盛，季度营收指引高于预期
05-06
因中东冲突，汉莎航空面临近20亿美元额外燃油成本
05-06
分拆一年反超前东家：闪迪市值如今比西部数据高400亿
05-06
“自由计划”实施仅一天就叫停，特朗普在顾虑什么？
05-06
沃什的艰难开局：降息难度极大，缩表耗时漫长，沟通改革阻力重重
05-06
内存不够，AI就得“从头算”！美光高管：我们跟不上内存需求了，全球建厂5座还不够
05-06
上一次美股半导体板块25天涨50%后，互联网泡沫破了，如今历史会重演吗？
05-06
营收和利润均超预期，但指引令人失望，Arista股价大跌
05-06
创业板大超3%，科创50疯涨超7%，芯片半导体集体爆发，白酒调整、五粮液跌4%
05-06
中国4月RatingDog服务业PMI升至52.6加速扩张，新接订单连续第40个月实现增长
05-06
OpenAI推出GPT-5.5 Instant：更可靠、更智能、向全体用户开放
05-06
美SEC拟允许上市公司以半年报替代季报，披露次数由每年四次降至两次
05-06
美国4月服务业PMI不及预期，叠加价格压力高企，加剧滞胀担忧
05-05
高管出走潮持续蔓延，OpenAI销售主管悄然离职
05-05
Meta 的低价正在成为一个陷阱
05-05
谷歌TPU困局：敞开市场大门，Nebius、CoreWeave 等新云服务商却选择观望
05-05
闪迪长约规模持续扩大：27财年超三分之一出货量已锁定，目标直指 50%
05-05
霍尔木兹再燃起战火，市场绷紧神经，期货市场预测布伦特年底价格破90美元
05-05
鸿海：4月营收同比增长29.74%，增速下滑
05-05
Peter Thiel领投，美国初创公司探索“海洋数据中心”
05-05
美国3月工厂订单全面超预期，AI热潮推动制造业复苏
05-05
高盛：下半年看好生猪、化肥盈利反转
05-04
英伟达挑战者Cerebras冲刺IPO：定价115-125美元，目标估值最高266亿美元
05-04
美光CEO：AI才刚开始，但内存已经不够了，今年DRAM与NAND需求或吞噬过半市场
05-04
AI抢产能升级！三星、SK海力士签长约锁供应，内存价格或被“合同化抬升”
05-04
豆包测试付费版本，三档订阅曝光，AI进入“分层收费”时代
05-04
同吃AI红利，三星为何跑输SK海力士？
05-04
“从未见过此等增速”！Claude Code引爆增长，Anthropic年化收入两个月翻倍至440亿美元
05-04
十年来第一次！苹果讨论“涨价”，iPhone 18或将涨价
05-04
谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著
05-04
标普连创新高，但聪明钱在撤退，高盛交易台警告：闪崩只是时间问题
05-04
为了上车SpaceX，华尔街准备先卖掉Mag 7！
05-04
内存对AI CPU至关重要？韩媒：DRAM短缺将再持续一年
05-03
两年前质疑“AI花太多、赚太少”，高盛研究主管承认“看错了”，但“铲子已被充分定价，现在看多云”
05-03
“AI铲子”统治市场，下一个赢家是谁？高盛和SemiAnalysis激辩“核心分歧”
05-03
“后巴菲特时代”首次伯克希尔股东大会：阿贝尔强调“保持耐心，不把资本投入次优机会”
05-03
巴菲特场外访谈：市场赌博情绪空前，缺乏理想投资环境（附全文）
05-03
巴菲特接班人Greg回答全场大会最难问题：你的“查理芒格”是谁
05-03
AI主题主导伯克希尔年会上午场，CEO：不为AI而AI，高管：不要指望AI告诉你买哪只股票
05-03
美股股指创新高，下跌个股却远超上涨？高盛：动量拥挤，逆转将引发剧烈回撤
05-02
新美联储通讯社：从“降不降息”到“加息条件”，美联储内部讨论重心转向
05-02
AI CPU推高DDR5溢价，存储芯片“超级周期”或延续至2027年
05-02
SemiAnalysis：下游大模型公司已经爆赚，英伟达、台积电还能赚更多
05-02
散户惹宠股又有新爆点？GME拟蛇吞象收购eBay，CEO剑指千亿市值
05-02
AI热潮耗尽库存，苹果将Mac Mini起售价调高200美元
05-02
伯克希尔股东大会来袭！巴菲特六十年来首次退居幕后，“新王”首秀看什么？
05-02
顶住特朗普压力，美国两大能源巨头拒绝提高石油产量
05-01
“科技巨头”的财报启示
05-01
2027年，AI资本开支将达1万亿美元？
05-01
中东冲击抬升成本！消费巨头联合利华要涨价了
05-01
“炸裂财报”成“抛售契机”，闪迪、西部数据股价绩后重挫
05-01
谷歌、卡特彼勒成“大赢家”，AI和财报压倒战争，4月的美股创2020年以来最强
05-01
西部数据电话会：存储需求"阶跃式增长"，复合增速将超25%，订单能见度延伸至2029年
05-01
闪迪电话会：拿下420亿美元长单、高毛利可持续，“行业转折点时刻，几乎想不出谁是输家！”
05-01
科技巨头AI支出大增，为什么英伟达还跌了？
05-01
闪迪业绩大超预期，第三财季营收59.5亿美元
05-01
Meta发行250亿美元债券，市场认购热情降温
05-01
滞胀阴云笼罩！欧元区4月通胀飙升至3%，欧央行面临5月加息压力
05-01
从SpaceX“三阶导”，看商业航天真正的“印钞机”
05-01
高通杀入AI数据中心，将向超大客户供货定制芯片，挑战英伟达霸主地位
04-30
四大云巨头集体上调资本开支，为什么巨头们敢这么疯狂砸钱？
04-30
广汽一季度营收增长，但投入还在加大
04-30
以平台化为目标的东鹏饮料 还在等待第三个大爆品
04-30
今夜苹果财报，华尔街不再关心业绩，紧盯新CEO首秀
04-30
单季利润逼近2025年全年！五粮液Q1净利飙升83%至81亿元，拟最高百亿回购｜财报见闻
04-30
全球经济站上"十字路口"，当能源冲击逼近临界点
04-30
片仔癀增长神话终结？收入、利润双失速
04-30
OpenAI“星际之门”项目是如何拖垮甲骨文的？
04-30
“下次不再见”！鲍威尔谢幕：一个“外行”掌舵美联储最动荡的八年
04-30
菜鸟国际化布局不休：在欧洲连续拿下大仓库
04-30
三星电话会：“传统DRAM比HBM更赚钱”，2027年内存缺口将“进一步扩大”
04-30
寒武纪一季报“炸裂”，更关键的是商业客户开始接力，护城河正在显现
04-30
锦波生物走出“独家时代”：上市后首现年度利润下滑
04-30
美股“四巨头”今年AI砸钱7250亿美元创纪录，但代价高昂：芯片涨价、产能受限
04-30
甩掉亏损包袱的歌力思，还没走出高端女装的寒冬
04-30
切入具身智能后由盈转亏，上纬新材后面故事怎么讲
04-30
AI大神Andrej Karpathy访谈："软件3.0"时代已来，从“氛围编程”到“代理工程”提升远超10倍，人类价值回归审美
04-30
同为市场焦点：欧美电力设备市场，中印能撼动韩国地位吗？
04-30
科技巨头财报大比拼，为什么只有谷歌赢了？
04-30
面板打底、光伏减亏，TCL科技继续熬周期
04-30
硬核拆解：GPT-5、Claude和Gemini是如何训练和推理的？
04-30
鲍威尔离场、油价登场、鹰派基调全面升温--华尔街点评美联储决议
04-30
微软电话会：AI收入同比翻倍，硬件涨价推高资本开支250亿美元，GPU和存储短缺仍将贯穿全年
04-30
“寿险头雁”一季度成绩单：保单创了历史新高
04-30
中国4月RatingDog制造业PMI 52.2，创2020年12月以来最大幅改善
04-30
亚马逊电话会：订单积压3640亿，首次系统性披露自研芯片业务规模，CEO高呼AI是“一生一次的机遇”
04-30
鲍威尔“滞留”、三票委反对降息--这是美联储新主席沃什“接班局面”
04-30
Starlink每用户收入两年缩水18%，SpaceX 万亿美元估值面临考验
04-30
Anthropic正考虑以超9000亿美元估值开启新一轮融资
04-30
中石油Q1净利同比增长2%至483亿元，创季度盈利新高｜财报见闻
04-30
开店狂奔的百胜中国 外卖单多成了一种烦恼
04-30
万科Q1营收同比下降近24%，净亏损小幅收窄至59.5亿元
04-29
万科Q1营收同比下降近24%，净亏损小幅收窄至59.5亿元 | 财报见闻
04-29
算力需求驱动，寒武纪Q1营收同比增160%，净利飙升185%，章建平退出十大股东｜财报见闻
04-29
北方华创Q1营收同比增长26%，高研发投入致净利润微增3.42% | 财报见闻
04-29
智驾和座舱挤进一颗芯片，淘汰赛开始了
04-29
腾讯开源的这款手机端侧模型，剑指离线翻译场景
04-29
希捷：HAMR开启“暴利模式”，硬盘的黄金时代才刚开始？
04-29
量价齐升驱动！赣锋锂业Q1营收同比增144%，净利18.4亿实现扭亏
04-29
Labubu冰箱炒至9万，跨界家电能救股价腰斩的泡泡玛特吗？
04-29
泡泡玛特的非典型乐园生意：放大IP、沉淀能力、支撑长期业绩
04-29
重庆银行跨入万亿门槛，信贷结构持续“偏科”
04-29
高盛力挺比亚迪：营业利润超预期，看好海外市场第二增长极
04-29
三只松鼠的一季度是“真修复”吗？
04-29
英特尔赢麻了？苹果评估18A-P、谷歌看上EMIB、特斯拉已签14A
04-29
走出失去始祖鸟阴霾，营收近10亿的三夫户外重返增长周期
04-29
伊朗战争点燃PGMEA供应危机，全球AI芯片又一个“卡脖子”时刻？
04-29
高盛：若霍尔木兹局势持续动荡，短期黄金将遭遇进一步清算
04-29
AI可提前475天发现胰腺癌，研究显示早期检出率73%超医生近一倍
04-29
单店GMV与规模同增，万辰集团并行的的改善与挑战
04-29
客流托底单价承压 星巴克二季度同店增速放缓了
04-29
今夜，鲍威尔“最后一舞”：大概按兵不动，但鹰味更浓！
04-29
AI用电需求五年内预计暴增三倍，美国电网还“没准备好”，天然气正在“挑大梁”
04-29
一台AI服务器吃掉15倍电容：MLCC、基板、TCB或成芯片供应链新赢家
04-29
借鉴车市经验，未来“修机器人"可能比"造机器人"更赚钱
04-29
腾讯Hy3 preview 登顶OpenRouter的 API 调用量排行榜
04-29
创业板涨超1%，稀土、锂矿强势拉升，新晋“股王”源杰科技再创新高，恒科指涨1%，科网股集体反弹
04-29
智谱、Minimax即将进入恒生科技和港股通--AI重塑港股的时刻来了
04-29
伊朗战争两个月了，大类资产最大赢家和输家是谁？
04-29
贵为“全球老大”，英伟达仍遭“估值折扣”，美银：应该增强“回购和股息”
04-29
“AI供电新贵”Bloom季度营收翻倍、指引大幅上调，CEO称其“正成为现场供电的标准”
04-29
“硬盘巨头”希捷季报大超预期，2027年产能几乎卖光，CEO称进入“结构性增长新时代”
04-29
OpenAI“鬼故事”重创股市，但债市“没慌”
04-29
新美联储通讯社：美联储本周料按兵不动，关键分歧：表明降息搁浅，还是仅推迟
04-29
效率提升9倍！英伟达新模型Nemotron 3 Nano Omni瞄准智能体落地，整合语音、视觉与推理能力
04-29
DeepSeek的“玲珑棋局”
04-29
CoreWeave 紧急“撇清”：OpenAI 并非唯一，Meta、微软、谷歌皆为座上宾
04-28
宁德时代50亿美元配售落地：空头回补主导，对冲基金撤出AH溢价交易
04-28
AI颠覆最隐秘一环：终值波动，正在重估整个美股
04-28
影石还要推无人机
04-28
鲍威尔“告别日”+ Mag7 财报夜，市场拿什么硬扛？
04-28
AI算力需求持续爆发，工业富联Q1营收同比增长57%，净利润增长103%｜财报见闻
04-28
“以旧换新”拉动效应减弱，华帝股份利润缩水超3成
04-28
美股科技巨头集中交卷，怎么看恒科？
04-28
车企比拼智能化，国产智能基座的机会来了？
04-28
9秒删库后，AI写下“认罪书”：我违反了每一条安全规则！AI安全或是幻象
04-28
HBM之后，存储下一个战场是CXL？三星实现10倍性能突破
04-28
硅谷AI人才加速“逃离”大厂去创业，Meta和谷歌成顶级人才“黄埔军校”
04-28
从“供货”到“共创”：新氧与锦波重写医美上下游关系
04-28
霍尔木兹何时恢复正常？市场押6月底前恢复，能源圈却看到11月之后
04-28
华尔街美债持仓创2007年以来新高，下一轮动荡的开始？
04-28
达利欧：黄金配置应提至15%，伊朗战争以来金价已经跌了11%
04-28
签了！600员工反对没用，谷歌把AI安全开关“授权”给了五角大楼
04-28
中国领跑，美国追赶，人形机器人"奇点时刻"已至！
04-28
Mag 7财报周来袭：6000亿美元资本支出能否撑起AI叙事？
04-28
承接蒙牛奶酪资产 妙可蓝多连续两季增收超三成
04-28
出海、迭代、缺货、缺钱：光通信景气周期背后的四道坎
04-28
息差企稳之后：兰州银行的成本压降与结构转换
04-28
涨得越猛越危险，AI行情已现"上涨式崩盘"信号！
04-28
大摩科技展望：存储之后，EUV光刻机和CPU将成为新的瓶颈
04-28
华尔街已经担心“120甚至150美元油价”：手机、汽车、衣服、化妆品……都在涨价路上
04-28
AH股齐跌：创业板跌超1%，生物科技爆发、药明康德涨停，恒科指跌近1%，科网股调整
04-28
报道：OpenAI用户和营收双双未达标，CFO警告“还没准备好上市，或难以履行算力采购合同“
04-28
小米投资者日：AI Agent有独特优势，汽车开启海外扩张，手机涨价是趋势
04-28
Space X、OpenAI和Anthropic，“三巨头”IPO如果砸了，对AI是灾难
04-28
韩国散户，大举加仓中国科技巨头
04-28
解绑微软，拥抱亚马逊--OpenAI为何要这么做？
04-28
本周出结果！马斯克 VS Altman--一场对OpenAI“生死攸关”的官司
04-28
苹果被指AI落后，但库克的“不战而胜”战略正受华尔街重新评估
04-28
美股半导体指数结束18连涨，但60倍市盈率仍在定价完美，被行情逼着买
04-28
美股内部相关性有多低？仅2018年“波动率末日”前夕比现在低
04-28
高盛：一场全球性化工危机正在爆发，冲击是2022年能源危机的两倍！
04-28
存储景气周期驱动，江波龙Q1营收同比增长133%，净利38.6亿元同比扭亏，创上市最强单季｜财报见闻
04-28
大摩：中国AI芯片供应商，谁将胜出？
04-27
夯爆了还是拉完了？HappyHorse首发实测：叙事感炸裂，价格真香！
04-27
对话贾鸣镝：林肯的再一次押注
04-27
合资一哥向新势力开火
04-27
猪周期磨底：牧原、温氏22亿亏损背后的行业变局
04-27
沃尔沃三条线并跑，豪华品牌转型没有最优解
04-27
Anthropic步步紧逼，谷歌组建“突击队”改进AI编程模型
04-27
两年前还是“存亡问题”，如今英特尔股价历史新高！陈立武做对了什么？
04-27
CPU“一芯难求”，英特尔连“残次品”都拿出来卖了
04-27
光通信之“成长的烦恼”
04-27
鲍威尔的“最后一舞”：为“更久不降息”铺路？
04-27
巴菲特退休一周年：“巴菲特溢价”变“折价”，伯克希尔跌13%，股价被低估了吗？
04-27
AI竞争核心从抢人才转向拼算力？算力已成最大成本项
04-27
OpenAI被曝要做手机了，联手联发科、高通！苹果危？
04-27
宁波银行资产重构：对公发力，息差企稳与中收速增的双重驱动
04-27
大摩：与以往技术革命相比，AI扩散更快，但“尚未出现冲垮就业”的迹象
04-27
高盛交易台：五大信号闪烁，美股迎来“新高后的回撤窗口”
04-27
因“霍尔木兹冲击”，高盛将Q4布油预期上调至90美元
04-27
两个月融资超过20亿，星动纪元持续补弹
04-27
美元互换额度讨论升温，贝森特为海湾国家金融救助背书
04-27
对冲基金两年来最快速度抛售科技股，美股内部已现裂痕
04-27
CPO量产的真正瓶颈：不是制造，而是测试
04-27
传统DRAM太赚钱了！存储芯片巨头扩产HBM热情都低了，甚至长协价也不愿签了
04-27
关键议员“松口”，沃什5月15日接任美联储主席“最大障碍”已清
04-27
“超级星期四”来了！美联储上演“鲍威尔最后一舞”，四巨头罕见同日发财报
04-27
Claude全程完成“谈判和交易”，Anthropic在上周五悄悄“试水”了电商
04-27
伊朗战争“扑朔迷离”，全球科技股“爆炸上涨”！高盛对冲基金业务主管：这个市场很难做
04-26
“自我驱动且不可逆转”！全球电车保有量面临“临界点”
04-26
Mythos彻底改变“网络安全”，试用企业呼吁“保护关键基础设施”
04-26
战争没打完，欧美“军工股牛市”已经完了
04-26
司法部撤案、沃什入场、下周FOMC——美联储换帅倒计时，“无前瞻指引”时代要来了
04-26
smart想在中国，重新定义一次自己
04-25
百年别克，想要重回牌桌
04-25
理想打出下一张王牌
04-25
摩根大通：中东虽未解决但谈判路径可见，宏观焦点已从风险溢价转向残余“滞胀”风险
04-25
Cursor“卖身”Space X，只因Claude和算力压力太大
04-25
美股原油和半导体ETF“历史级别资金流出”，大赚之后有人已选择“套现离场”
04-25
谷歌豪掷400亿锁定Anthropic：AI两强格局成型，御三家时代终结
04-25
新一轮伊朗谈判，但股市已毫不在意，完全聚焦CPU、光通信等“AI瓶颈”
04-25
牵涉黑石、阿波罗等巨头数十亿美元贷款！两笔违约加剧美国私募信贷困境
04-25
美股屡创新高，高盛警告：涨势与现实已全面脱节！
04-25
“大空头”Michael Burry押注半导体回调，买入SOXX看跌期权
04-25
报道：苹果计划为iPhone 18系列进行大量芯片和内存升级
04-25
费城半导体指数再度大涨，创纪录连涨18天，一文看清有多超买
04-25
背靠基建之王Brookfield，Csquare正式冲刺美股IPO：坐拥全球30城80座数据中心
04-25
这家人形机器人打算和家政一起干活了
04-25
礼来掉队了？新一代口服减肥药Foundayo开局遇冷，诺和诺德凭借5倍开方量反超
04-24
算力“阶级森严”？大厂优先内供、小厂无米下锅，硅谷掀起新一轮GPU“断供潮”
04-24
不只靠GPU！Meta数十亿美元加注亚马逊Graviton，AWS自研CPU挺进AI算力核心
04-24
英伟达深陷8年“挖矿误导”诉讼，正面临集体起诉关键时刻
04-24
亿纬锂能Q1营收同比增长62%，净利润增长31.35%，储能出货超20GWh | 财报见闻
04-24
晶圆产能已降58%、存储产出下滑18%！三星劳资危机再升级，18天大罢工进入倒计时
04-24
马斯克确认：Cybercab已投产，产线爬坡先慢后快
04-24
9个月四倍！英特尔从“AI 弃子”到“历史新高”
04-24
中东冲击下新加坡转向俄油，4月进口量将创单月历史新高
04-24
SemiAnalysis CEO：模型"近两年最大能力跃迁"，让“执行变得极其廉价”，供应链"极度短缺"
04-24
“不对劲”！摩根大通警告：原油供给缺口被“伪需求下降”掩盖，更大冲击将至
04-24
如果霍尔木兹重开，中东产能多久能恢复？
04-24
报道：三星SSD再度提价10%，未来几周零售端价格将跟涨
04-24
DeepSeek V4深度：一次注意力机制的结构性颠覆
04-24
英特尔Q1财报，狠狠打了华尔街的脸
04-24
南京银行3万亿扩表狂飙透视：息差承压下的“以量补价”与利润平滑
04-24
DeepSeek V4预览版发布！大幅降低对计算和显存的需求，Agent能力实现国内和开源领先
04-24
谷歌Cloud Next大会焦点：AI Agent迈入规模化，推理芯片成独立增长曲线
04-24
美国“布什”号航母驶近中东，以色列称准备好重启战争，伊朗制定“对等回应”方案
04-24
“奢侈品老大”忧虑全球消费，LVMH CEO：中东战争可能演变为“全球灾难”
04-24
多软件、空芯片！“大空头”买入微软，做空英伟达
04-24
关于存储，SK海力士Q1释放了什么信号？
04-24
美股半导体17连涨创历史纪录震惊市场，高盛交易员：关注这几个信号
04-24
SAP云业务营收超预期，同比增长19%，Q1利润超预期增长17%
04-24
CFTC报告揭秘4月美股反弹背后：机构创纪录买入纳指期货
04-24
同步大裁员押注AI！微软51年来首推自愿退休，Meta裁员8000人
04-24
4月按兵不动已成定局，油价破百或逼迫欧央行6月“预防性加息”
04-23
敷尔佳的20亿天花板：渠道红利退潮后的重构考验
04-23
美国4月制造业PMI初值创近四年新高，囤货驱动难掩需求疲软，通胀反弹令美联储陷入两难
04-23
台积电“喊贵”，ASML应声下挫，分析师忙“灭火”
04-23
“安全不是免费的”！伊朗收到首笔霍尔木兹通行费，美军称拦截两艘伊方超级油轮
04-23
中微半导Q1营收同比增长57.47%，净利润增48.89%，出货量突破12亿颗 | 财报见闻
04-23
传闻落空！特斯拉：FSD入华时间推迟，最快三季度上线
04-23
特斯拉、SpaceX终将合并？投资者买的不是具体公司，而是马斯克
04-23
腾讯Hy3 preview上线，姚顺雨加入后的成绩单出炉
04-23
伦敦清算所：人民币将超日元，成为全球第二大对美元期权交易货币
04-23
今天，全球市场恐慌了“五分钟”，只因德黑兰传来爆炸声
04-23
遭遇上市以来最深调整 迎驾贡酒收缩战线守安徽
04-23
导弹在飞，全球股市却在涨：五大原因看懂这场逆向狂欢
04-23
“疯王”特朗普、“疯狂的战争”与“癫狂的市场”
04-23
从存储、MLCC、ABF到磷化铟，关于AI算力链的“瓶颈”，这是高盛的最新看法
04-23
美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部
04-23
巨额补税叠加万店退潮，ST绝味步入多事之秋
04-23
上市即暴涨5-8倍，现在的智谱和MiniMax，贵吗？
04-23
一夜爆红后，“龙虾”面临抉择
04-23
特斯拉财报快评：利润稳住了，增长没回来，汽车还能为AI和机器人“输血”多久？
04-23
“美版ASML”业绩狂飙！Lam Research季度营收创纪录，CEO称明年也“相当好”
04-23
特斯拉电话会：超预期上调2026年资本开支，AI5芯片提前流片，“Optimus将是史上最大的产品”
04-23
特斯拉Q1营收创近两年最高增速，盈利大超预期，现金流翻倍
04-23
欧莱雅一季度营收逆势增长7.6%，欧洲与北美核心市场复苏｜财报见闻
04-23
重磅揭晓！基金公司一季末规模排行出炉
04-23
AI数据中心需求井喷！GE Vernova Q1订单同比激增71%，自由现金流指引上调40%！盘初股价涨幅扩大至13%
04-22
DeepSeek首度融资遭大厂疯抢，腾讯、阿里或入局，估值冲向200亿美元
04-22
波音Q1营收222亿美元超预期， 美股盘前涨3%｜财报见闻
04-22
参加宁德时代技术日后，花旗高呼：行业天花板再次拔高
04-22
充电卷进6分钟，宁德时代说上半场还没结束
04-22
爱奇艺“掀桌”背后：平台为什么总想让我们看AI
04-22
沃什听证会：独立性的三层含义
04-22
又到特斯拉财报夜，市场最关心这三件事
04-22
AI下一个风口——游戏创作！
04-22
大摩：MiniMax短期ARR潜力被低估，未来三个月催化剂密集落地
04-22
CPU严重供不应求，英特尔、AMD下半年或再涨价两位数
04-22
报道：伊朗两艘满载油轮关闭追踪系统，绕开美国封锁线驶入阿拉伯海
04-22
分析师：苹果此时宣布换帅，预示下周财报可能报喜
04-22
还有15天！伊朗石油业将被迫减产，随后全面停产
04-22
华尔街激辩：存储巨头估值这么低，这对吗？
04-22
霍华德·马克斯：四重压力下市场转向悲观，标普市盈率22倍仍不便宜
04-22
GPT-image-2公测效果炸场了，影响可能刚刚开始
04-22
驭势科技IPO背后，一场从技术叙事到商业验证的转向
04-22
“炼化员工”？Meta采集员工“鼠标移动和键盘操作”，用以训练AI
04-22
CPU严重供不应求，Q3料将持续涨价
04-22
史上最大IPO前夕，Space X的财务数据部分流出，利润率相当高
04-22
成也AI败也AI？高通深陷内存供应瓶颈，分析师预警未来两年增长几近停滞
04-22
光通讯产能全行业售罄，目前的博弈点在哪？
04-22
DeepSeek的“下一步”
04-21
台积电豪掷560亿美元扩产，CEO却坦言芯片短缺将延续至2027年以后
04-21
IEA年度报告：数据中心贡献美国去年电力需求增量“半壁江山”，电池储能为全球增长最快电力技术
04-21
K90 Max起售价直逼3K，红米定价策略“激进”了吗
04-21
如果资产有年龄，石油竟然最年轻，通信、有色步入中年，煤炭、银行最老？
04-21
网络安全股遭AI“错杀”？大摩看到2200亿美元机会
04-21
珍惜“黄金坑”，黄金的“第四浪”不远了！
04-21
聚焦海外割草机，追觅孵化的这家公司再获千万级融资
04-21
宁德时代大股东打95折卖股被疯抢，意味着什么？
04-21
沃什说了什么不重要！提名听证会或是“过场”，大概率会通过
04-21
“轻工业全品类机器人第一股”要来了
04-21
净利骤降逾八成，英维克一字跌停，液冷叙事遭遇第一次考验！
04-21
智能体崛起后，整个AI价值链的分布都变了！大摩：GPU不再是一切
04-21
苹果的新CEO，为什么是Ternus？
04-21
IP运营公司新蓝海？HelloKitty母公司三丽鸥推出游戏品牌
04-21
瑞银评智谱--“中国版Anthropic”
04-21
中东危局无碍，韩国4月初出口势头保持强劲，芯片激增182.5%
04-21
盛世接班有多难？苹果新CEO的三大难题
04-21
零售和光伏需求推动，中国白银进口量创历史新高
04-21
摩根大通：GPU租赁在3月全面涨价，DRAM与NAND二季度涨价放缓
04-21
礼来宣布70亿美元收购Kelonia：布局“体内CAR-T”前沿赛道，引领基因疗法变革
04-21
大摩：为什么买存储比买CPU的盈亏比更好?
04-21
想学格林斯潘？沃什的AI降通胀逻辑，他未来的同事们并不买账
04-20
中国移动Q1营收微增净利下滑，云计算、算力租赁等成增长新引擎 | 财报见闻
04-20
沃什明日出战听证会：从“鹰”转“鸽”能否说服国会？独立性与通胀预期成焦点
04-20
摩根大通：逢高做空美元，结汇避险需求共振，人民币中期看涨
04-20
创源股份买下30家酷乐潮玩门店 潮玩集合店的账还算得清吗
04-20
暴涨650%，全球爆单，光纤本轮牛市有何不同？
04-20
明晚重磅听证会，沃什会放鹰吗？德银揭示五大看点
04-20
深度拆解美联储重磅“缩表”论文：缩多少，怎么缩，影响几何？
04-20
摩根大通示警：虽然周末油价下跌，但基本面却在持续恶化
04-20
押注地缘动荡！美国投资者蜂拥买入军工股
04-20
高盛交易员：美股已经做好本周回调的准备
04-20
“停火最后期限”临近，伊朗再封海峡、美国首次扣船，双方都在争取“谈判砝码”
04-20
难以置信的极速反转！3月底以来反弹20%，Mag 7引领美股创出新高
04-20
荣耀夺冠、机器人半马跑赢人类，但最关键的比赛不在亦庄
04-19
数据中心投资热潮向上游蔓延：HBM设备商ASMPT订单激增，Q1预计同比大涨40%
04-19
白银突破80美元，突破关键阻力，补涨行情在路上？
04-18
Anthropic推出AI视觉创作工具Claude Design，付费订阅竞争力提升
04-18
三星将HBM开发周期从2年缩短至1年，紧跟英伟达节奏，力争更大市场份额
04-18
OpenAI计划IPO之际，Altman被曝要求公司投资其个人持股企业
04-18
罕见“慢跌快涨”！美股这轮反弹：仅跌5%-10%后11天即创历史新高
04-18
离职1个月即创业，量化科技圈竞业限制“松绑”？
04-17
时隔7年，第14家“A+H”券商呼之欲出
04-17
美团AI健康管家的商业逻辑拆解：从应急购药到健康管理延伸
04-17
一个时代落幕：三星关闭旧款内存订单窗口，行业加速向下一代内存迁移
04-17
北证50指数基金规模上限将提升
04-17
AMD下一代芯片，被曝拿下Anthropic大单
04-17
奥迪在中国押下更重筹码
04-17
CTA史诗级回补美股：单周860亿美元扫货，未来一周再加700亿
04-17
“缺电缺人缺设备”，美国40%数据中心恐延期，AI巨头被算力“卡脖子”
04-17
摩根大通：光虽好，但太贵，下调康宁评级
04-17
银行开始“釜底抽薪”，给美国私募信贷业危机“火上浇油”
04-17
王一博流量注入潮玩IP“小嗷aoo”，乐华联手奇梦岛能否做出爆款
04-17
高盛：AI的未来，要有光！
04-17
机器人转折点来了？这家美国公司称其新模型能“让机器人执行从未训练过的任务”
04-17
台积电先进封装路线图生变：CoWoS“生命周期更长”，下一代CoPoS“最快也要2030年4季度”
04-17
霍尔木兹海峡可谈、核问题难解？美伊或转向“临时备忘录+60天延长停战”
04-17
引发热议！美国前财长保尔森：美国需要“应急计划”应对美债需求崩溃
04-17
“大规模裁员”席卷硅谷--企业意愿“越来越强”，员工再就业“越来越难”
04-17
奈飞Q1业绩超预期增长但指引逊色，“灵魂人物”董事长将离任，股价盘后跌近9%
04-17
美国证券协会警告：Mythos威胁美国证监会重磅数据库安全
04-17
Anthropic发布主力AI模型Opus 4.7，软件工程能力更出色，网络攻防被专门削弱
04-17
华友钴业2025年业绩创历史新高，钴价回升与新能源需求共振驱动增长｜财报见闻
04-17
对数据中心容量的“土地争夺”仍在继续，但供需平衡后Neocloud可能最先承压
04-17
一位头部量化私募老板的“再创业”
04-16
传统巨头的“求生欲”：Stellantis与微软结盟，AI与网络安全成汽车下半场竞赛核心
04-16
态度大反转！贝森特连续两天表态，支持美联储“按兵不动”，战争阴云下降息预期降温
04-16
散户日内交易限制正式“作废”！SEC取消2.5万美元门槛，美股迈入“全民YOLO”时代
04-16
美联储“三把手”：货币政策“定位良好”，可应对中东战争供给冲击风险
04-16
5月15日倒计时！鲍威尔拒不提前“交权”，特朗普威胁“原地开除”，美联储权力交替陷入法律泥潭
04-16
生猪去产能大幕拉开，可以抄底了吗？
04-16
这轮美股新高，散户集体踏空！大多头Tom Lee：下一波上涨将由他们主导
04-16
特朗普急了！美伊4月BigDeal可以期待？市场紧盯这两天
04-16
阿里腾讯同日出牌，AI开始争夺“世界入口”
04-16
英特尔CEO内部信：数周内披露马斯克Terafab超级芯片厂全部细节
04-16
驰援游戏的牌？腾讯新模型朝着3D猛攻
04-16
干不过AI，就去送外卖？没那么简单了
04-16
美国封锁第三天，两艘伊朗相关船只缓缓驶入波斯湾
04-16
CoreWeave vs Nebius——“AI云”新势力哪家强？
04-16
储能翻倍、商用车提速、AIDC卡位：宁德时代的第二增长曲线正在成形
04-16
市场依旧挺AI：谷歌数据中心建造商要发57亿美元垃圾债，创历史记录！
04-16
不让美光独美！SK海力士预计6-7月在美国挂牌
04-16
创业板指涨近3%、电池、算力走强，宁德时代一度涨5%，恒科指涨超2%
04-16
“永续合约”7*24小时加杠杆，币圈资本猛炒黄金和原油“代币”
04-16
中国1-3月份城镇固定资产投资增长1.7%，基础设施投资同比增长8.9%
04-16
黄仁勋亲自“定义”英伟达：将“电子”转为“Token”的转换器
04-16
战争对全球经济伤害“只看到了冰山一角”！全球财经高官警告市场“漠不关心”
04-16
中东金主“失火”，奢侈品大牌“遭殃”，连爱马仕“顶不住”？
04-16
美国汽油、柴油零售价格创历史新高，能源部长称“可能维持数周”
04-16
存储现货市场观望加剧：DRAM卖家惜售，DDR4小幅下跌，NAND延续跌势
04-16
京东Q1财报有惊喜？华尔街：核心业务复苏叠加外卖业务减亏
04-16
华尔街评ASML财报：Q2指引“瑕不掩瑜”，先进制程+存储芯片需求动能依然强劲
04-15
AI算力军备竞赛再度升温，华尔街量化巨头Jane Street斥资10亿入股CoreWeave
04-15
阿斯麦电话会定调：存储客户今年产能已售罄，长单托底，非EUV增长“周期性拐点确立”
04-15
AI军备竞赛，苹果的制胜之道是“不玩”？
04-15
伊朗将使用替代港口绕开美国封锁，有油轮已“成功闯关”霍尔木兹
04-15
英伟达新AI模型引爆量子计算股，中韩日量子概念股普涨8%-30%
04-15
中东战争冲击下，爱马仕Q1销售增速不及预期，股价重挫逾10%
04-15
耐克的“三大关键问题”：产品结构、高端心智和毛利率
04-15
特朗普：没必要延长停火，接下来两天很精彩
04-15
化肥危机失控？高盛承认低估：氮肥遭最猛冲击，尿素价格暴涨70%
04-15
16天极限！一旦美军封锁落地，伊朗石油生产或被迫停摆
04-15
市场没有忽略战争，它只是决定不再押最坏情况
04-15
阿斯麦Q1营收、净利超预期，上调全年销售指引，但Q2展望略逊于预期
04-15
安踏一季度各品牌销售强劲，盈利有韧性，管理层依旧谨慎
04-15
配比从1:8变1:1，被低估的CPU正成为AI新瓶颈
04-15
铝的全球库存只有：9天！
04-15
软件业“新杀手”？Anthropic最快本周推出“AI设计工具”，Figma和Adobe应声重挫
04-15
美国软件股“见底”了吗？高盛：这只是“技术性反弹”
04-15
微软可以“抄底”了吗？
04-15
定了，沃什即将登场，与伊朗谈判到期日同日，巧合还是宿命？
04-15
汽车电子业务大增！立讯精密2025年营收、利润均增长约24%，双创历史新高
04-15
量化私募开启“阶层重塑”
04-14
“杭州六小龙”第一股！群核科技获千倍超额认购，拟4月17日港交所上市
04-14
花旗转向看多美股：科技股主导盈利增长，回调后估值吸引力提升
04-14
关于美军封锁霍尔木兹，这是市场关注的六大问题
04-14
美伊本周或开启新一轮谈判，关键日期指向4月16日
04-14
去年放缓数据中心建设，微软后悔了，现在开始奋起直追
04-14
OpenAI八千亿估值遭质疑：手握10亿用户却转身To B，反被对手逼到墙角？
04-14
WTI罕见反超布伦特，释放什么信号？
04-14
空头回补+CTA扫货，美股隔夜反攻的逻辑：美伊冲突至少短期不会升级？
04-14
宁德时代们上涨的核心动力——能源安全
04-14
美联储超预期缩减RMP，月度购债规模砍掉近四成至250亿美元
04-14
所有人都在谈论石油，但世界真正短缺的或许是Token
04-14
全球数字广告老大或将"易主"：Meta有望首次超越谷歌
04-14
9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持
04-14
伊朗要求巴林、沙特阿拉伯等五个中东国家赔偿战争损失
04-14
地平线准备发起一场奇袭
04-14
量化私募“混同”迷局：人、财、场的模糊边界
04-14
美国最大电网PJM发布“紧急提案”：拟增15吉瓦电力，以应对AI数据中心浪潮
04-13
史上最大单月跌幅！OPEC 3月产量骤降788万桶/日，降幅超越新冠极值
04-13
“救火”阿迪，联手京东：海澜之家正变成下沉市场的“包工头”？
04-13
存储新纪元？HBF商业化冲刺：闪迪拟下半年建试点线，明年量产
04-13
霍尔木兹再封锁，股市反应意外克制，投资者在定价什么？
04-13
瑞士银行UBP抄底黄金，年底目标仍看6000美元
04-13
理想很丰满，现实很骨感！美国2026年近半数据中心项目面临取消或延期
04-13
美股Q1财报前瞻：标普500 EPS增速有望创四年新高，仅这两家公司就能贡献50%增长
04-13
大摩Wilson：市场调整接近尾声，但最后阶段仍有阵痛
04-13
特朗普考虑恢复对伊朗有限军事打击，“不在乎伊朗是否重返谈判桌”
04-13
Claude Code缔造者：一个自学成才的程序员如何重塑AI编程赛道
04-13
A股震荡上涨，创业板率先翻红，锂矿拉升、“宁王”市值逼近2万亿，恒科指跌1%，阿里、腾讯跌2%
04-13
美股迎来“最终决战”，霍尔木兹走向定输赢：莽进者从未获胜，耐心者笑到最后
04-13
苹果“AI眼镜”追求“标志性设计”：长方形或圆形镜框，“垂直椭圆形”摄像头 只写标题部分
04-13
贝森特告知特朗普：如果战争持续8-12周，美国面临油价上涨风险，亚欧将受影响最大
04-13
美银Hartnett：2020年代前五年的大赢家是股票，未来五年将是大宗商品
04-13
美股重回“战前主题”，高盛：引人注目的是“金矿股”没跟上
04-12
美伊未达成协议，这对市场意味着什么？
04-12
美伊谈判破裂的三大症结：霍尔木兹、浓缩铀和百亿冻结资金
04-12
当市场聚焦美伊谈判，一场石油争夺战正上演，“未来几周原油缺口将十分巨大”
04-12
“停火”后股市大涨，但华尔街的预期已变了
04-11
谈判前夜美伊“剑拔弩张”：伊朗提“新条件”，特朗普威胁“加大打击”
04-11
Anthropic发布网络安全建议，承诺随项目推进持续更新指引
04-11
“大空头”Burry增持英伟达看跌期权，买入京东、阿里巴巴
04-11
高盛：中东能源冲击的三大启示——结构性看涨光伏、煤炭需求再强化、发展中国家承压
04-11
报道：欧盟和美国接近达成一项关键矿产协议
04-11
大摩：苹果悄然囤积台积电产能，或为自研AI服务器芯片
04-11
大摩：解答亚洲AI半导体供应链的五个核心问题
04-10
中东能源设施战损首次被量化：60处设施受损、炼油厂最严重，部分修复或需数年
04-10
美股银行股财报季来了：地缘冲突+私募信贷风险压顶，估值能否修复？
04-10
欧洲航空业：若霍尔木兹三周内不能完全开放，航空燃油将面临“系统性”短缺
04-10
战火之下，中东科技遭遇信任危机！
04-10
HappyHorse之后还有更多牌？阿里在多模态战场打出“回马枪”
04-10
英伟达“腹背受敌”：Anthropic要造AI芯片，亚马逊要卖芯片
04-10
美伊谈判在即！伊斯兰堡封锁核心区严阵以待，万斯领衔美方代表团11日对阵伊朗
04-10
战争、油价与黄金，历次地缘冲突下的三种范式
04-10
考虑上市后首次派息 日本NAND龙头成交额连续两日破万亿日元
04-10
光模块的“最大对手”--CPO何时才能真正量产？
04-10
战争对美元体系的“持久伤害”--全球央行黄金储备“首次超越”美元储备
04-10
沪指收复4000点关口，创业板涨超2%，券商爆发、锂电池产业链拉升，恒科指涨超2%，科网股反弹那
04-10
DeepSeek“落子”200万人小城，梁文锋“看上”乌兰察布？
04-10
秃鹫嗅到了血腥味？明星对冲基金经理Ackman重启“末日策略”，再现“疫情期间反向押注”
04-10
OpenAI下调高端服务门槛，推出100美元Pro订阅、直指Anthropic
04-10
SK海力士Q1业绩再提速？花旗：内存供应短缺超预期延续，季度营业利润或环比翻倍
04-10
传言内存降价与实际供应情况不符！创见董事长：内存缺货严重，今年难以缓解
04-09
一季度逾200亿美元撤资！私募信贷神话破灭，黑石、阿波罗等巨头深陷赎回潮
04-09
无惧产能瓶颈！亚马逊一季度AI年化营收超150亿美元，自研芯片规模翻倍至200亿
04-09
预测“见底”后，摩根大通交易台转向“战术性做多”：看好标普500突破7000点
04-09
报道：OpenAI预计今年广告收入达25亿美元，到2030年将飙升至1000亿美元
04-09
测试阶段“工程问题”很正常！大摩：苹果折叠机“大概率不会延迟发布”
04-09
1年合约已成往事，三星、SK海力士非3~5年长期订单不卖
04-09
阿里一季报有何期待？即时零售亏损有望减半，云业务增速或突破40%
04-09
石油巨头向白宫抗议：如果伊朗可以收费，那新加坡和土耳其也可以
04-09
霍尔木兹“又”卡住，8日仅有4艘船通过，美国催盟友数日内给出方案
04-09
当“智能体时代”来临：传统企业的转型、软件企业的末日与华尔街的“低估”
04-09
麻省理工：到2029年，AI足以胜任大部分基于文本的任务
04-09
认定“战争走向结束的开始”！对冲基金以2020年来最快的速度“平掉美股空仓”
04-09
有交易员停火前数小时狂买美股看涨期权，一天大赚2300万美元
04-09
解决能源危机，霍尔木兹海峡重开只是“开始”
04-09
油价崩了16%，美元也扛不住，一度回吐年内全部涨幅
04-09
150亿豪赌迎来翻身之作？Meta发布首款重磅AI模型Muse Spark
04-09
Anthropic新颠覆来了！Claude管理智能体将构建和部署速度提升10倍
04-09
欧央行加息预期“一夜降温”！停火协议提振市场，欧债创2023年来最大单日涨幅
04-09
三十年一遇的存储芯片超级周期？瑞银：三寡头格局下，DRAM会持续供不应求，直到2027年末
04-08
高盛交易主管：指数暴拉之际我为何选择不追涨？
04-08
停火协议刚落地，市场已开始押注海湾重建潮
04-08
美联储3月会议纪要将至：官员们究竟如何看待战争对经济的冲击？
04-08
对话耀速科技谢鑫：当器官芯片走向商业化，药企为“降低研发不确定性与失败风险”付费
04-08
3000亿 vs 4000万：特朗普吹嘘的得州炼油厂项目，实际投资相差7500倍
04-08
取代燃气轮机，AI电力的首选答案，是燃气发电机组？
04-08
停火之后市场聚焦谈判，而这次伊朗手握更大筹码
04-08
高油价下，美国消费者受不了了！
04-08
停火细节不明，被困霍尔木兹的800艘船，还是不敢动
04-08
特朗普：霍尔木兹将创造“巨大财富”，伊朗方案中的大多数条款已完全谈妥
04-08
达利欧最新长文：世界大战“已开场”，五年内爆发概率超过50%
04-08
纽约联储：受油价推动，通胀预期正大幅上升
04-08
美国私募信贷危机的“下一个目标”：投入万亿美元的保险公司
04-08
从惊魂到TACO！特朗普震惊世界的12小时
04-08
特朗普交易手册：现在已经进入第九步
04-08
私募信贷市场危机之际，黑石机会性信贷基金募集百亿美元资金，获超额认购
04-08
伊朗两大铜冶炼厂疑似停产，中东供应再添变数
04-08
高盛罕见发声：美国科技股"代际买入机会"已悄然开启
04-07
科技巨头集体押注自研芯，AI芯片战场正加速向推理端迁移
04-07
AI算力浪潮劲吹，海光信息Q1营收暴增68%创新高，净利润增长35.8% | 财报见闻
04-07
摩根大通谈中东危机：伊朗“越打越团结”，想靠“持久战”胜出，亚洲首先受冲击
04-07
AI带火覆铜板扩产：设备订单排到2028年，交货等两年
04-07
全球最大唱片公司将易主？Bill Ackman拟630亿美元收购环球音乐，泰勒·斯威夫特东家或转赴美上市
04-07
外交斡旋见效？马来西亚七艘被困船中有一艘已驶离霍尔木兹
04-07
一个被忽视的供给冲击：伊朗70%钢铁产能或蒸发
04-07
全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%
04-07
台积电财报前，摩根大通高喊：买入！公司先进制程紧缺将持续到2027年
04-07
全球争相抢购原油，美国原油溢价创历史新高
04-07
油价不降，全球经济只能走向“慢增长+高通胀”
04-07
瑞银：来自中国的黄金需求将会持续下去
04-07
A股三大股指集体上涨，石油化工爆发，消费电子、存储器拉升，医药股调整
04-07
Meta全员正在进行一场疯狂竞赛：谁用的Token最多？
04-07
OpenAI vs Anthropic：“最强AI”的财报究竟如何？
04-07
私募信贷危机蔓延，CLO市场成下一个风险引爆点
04-07
高盛对冲基金业务主管谈"多空两难"：回归基本面，"你无法控制市场，但你可以控制自己对市场的反应"
04-07
私募信贷风暴中心Blue Owl股价创历史新低
04-07
“全民编程”时代，苹果应用商店一个季度新APP数量飙升84%
04-06
最后通牒与停火协议--投资者在“多空”纠结
04-06
罗福莉：龙虾成本黑洞显现，需要更高token效率的Agent框架
04-06
最刺激的“调研”？“网红AI研究机构”：公开数据漏报了50%霍尔木兹真实通行量
04-06
伊朗与阿曼举行副部长级会谈，讨论“确保船只顺利通过霍尔木兹海峡的各种方案”
04-06
中国AI热潮点燃资本市场，港股Q1融资规模创五年新高
04-05
微软谷歌争相与SK海力士签署长期DRAM协议，数十万亿韩元长约呼之欲出
04-05
鸿海Q1营收同比增长29.68%，预计Q2销售额将环比和同比增长 | 财报见闻
04-05
AI算力致命伤！博通总监点名“三大瓶颈”，产能缺口恐持续至2027
04-05
AI需求持续支撑，Q1翻番后，三星Q2 DRAM价格再涨30%
04-05
“网红芯片研究平台”SemiAnalysis遭“前核心员工”起诉：向客户推“重大非公开信息”，夹带“CEO私货”
04-05
美国私募信贷基金“全行业踩踏危机”：如果无法赎回，“净值”究竟该是多少？
04-05
周三演讲“效果不佳”、对“媒体报道”不满、对“战争后果”沮丧！特朗普正考虑“大规模改组”内阁
04-05
特朗普警告伊朗：还剩“48小时内”，伊朗军方回应“让侵略者付出代价”，战争升级至海湾“基础设施”？
04-05
前雷曼交易员：私募信贷是“这一周期的次贷”，远离“拥挤”的科技股，拥抱“稀缺”的资源股
04-04
曾拒绝Ken Griffin、如今35岁掌管200亿美元，这位“做空狂人”让华尔街又爱又恨！
04-04
长达30年的法律保护失效！Meta和谷歌陷危机
04-04
Anthropic封堵“龙虾”：4月4日下午3点起，Claude 订阅账号额度无法用于OpenClaw
04-04
网传OpenAI“股权结构表”：微软“130亿美元投资”已升至“2283亿美元”
04-04
高盛对冲基金业务主管：对“多空”都没信心，但股市的全面考验还没来
04-04
全球原油库存何时“见底”，这是“停摆时刻表”
04-04
偏鸽派的旧金山联储戴利“放鹰”：零就业增长未必意味着劳动力市场疲软
04-04
巴菲特的伯克希尔等更多险企入场，美国将霍尔木兹航运保险翻倍至400亿美元
04-04
华尔街想做SpaceX IPO大单？马斯克要求购买Grok
04-04
“卖出欧洲一切”！十年来第三大抛售潮，资金全线投降
04-04
美国参议院针对沃什的美联储主席提名的听证会定于4月16日举行
04-04
深耕AI硬件设备！Meta超级智能部门正在组建专属硬件团队
04-04
券商卖方研究佣金榜揭晓：颠覆的时代，来了！
04-04
中东最大铝生产商：阿布扎比冶炼厂完全恢复产能或需一年
04-04
上新一代销冠杀回来了，小鹏等不起的一仗
04-03
美国3月服务业PMI终值跌至49.8，2023年以来首陷萎缩
04-03
美国服务业自2023年以来首现萎缩，标普全球3月服务业PMI终值跌至49.8
04-03
大宗商品、中国资产、消费复苏......美银：“4C”交易或成下半年最强风口！
04-03
自然堂再冲击IPO
04-03
越乱越赚！高频交易巨头XTX 2025年爆赚近40亿英镑，数学家创始人身家再飙升
04-03
气价飙升60%、下调增长预期，核能重启成德国最后“救命稻草”？
04-03
谁在接盘美债？
04-03
特朗普“交易的艺术 ”，为何在伊朗问题上失灵了？
04-03
忽略土耳其“卖金”噪音，流动性扰动接近尾声，黄金避险回归在即！
04-03
说要聚焦“核心产品”的OpenAI，却买下科技脱口秀节目
04-03
石油危机五十年：六轮中东冲突如何重塑油价、通胀与市场交易逻辑
04-03
"新美联储通讯社"：就业超预期增长暂解美联储两难，市场削减降息押注
04-03
全球央行“囤金时代”结束了吗？
04-03
A股三大股指全线转跌，沪指再失守3900点，算力硬件爆发、CPO全线大涨，油气、煤炭集体调整
04-03
Anthropic“风头正劲”，OpenAI已经“动作变形”了？
04-03
特朗普“重组”内阁：国土安全部长和司法部长换人后，下一个轮到商务部长卢特尼克了？
04-03
miss二连！特斯拉Q1交付量不及预期，股价收跌超5%
04-03
报道：SpaceX的IPO目标估值超2万亿美元，仅低于标普500中五家企业
04-03
DRAM价格翻番，三星和SK海力士Q1利润也有望翻番!
04-03
算力告急！SemiAnalysis深度解读：从GPU到内存再到光纤，AI供应链全线紧绷价格齐头并进
04-02
央行黄金购买：一个时代的终结？
04-02
“原油交易之神”回归！Andurand押注中东供应冲击，一季度旗舰基金狂飙31%
04-02
报道：OPEC+周日会议或增产，以对霍尔木兹海峡极端波动
04-02
油价涨到多少，会触发市场系统性风险？
04-02
瑞银：光纤涨价潮已蔓延至全球范围
04-02
出口能力削减五分之一！报道：乌克兰无人机精准打击下，俄油被迫减产
04-02
中东战争升级，黄金却再度暴跌，避险之王何时回归？
04-02
滞胀交易回归！市场被特朗普一句话打醒：停止幻想，战争没那么快结束！
04-02
报道：伊拉克开始经由叙利亚出口石油
04-02
站上200美元！欧洲柴油期货创2022年以来新高，成品油危机愈演愈烈
04-02
零跑重回新势力的王座
04-02
市占率第一、营收1亿：光芯片独角兽曦智科技带着“冰与火”赴港递表
04-02
后巴菲特时代首笔日元债发行！伊朗战争之下，伯克希尔仍出手
04-02
彻底绕开霍尔木兹海峡！海湾国家正考虑修建新管道
04-02
霍尔木兹主航道被堵，船只批量改道伊朗拉腊克岛"缴费通行"
04-02
阿里、腾讯的AI变现能力，被市场低估了
04-02
“大模型聚合平台”OpenRouter洽谈新一轮融资，估值接近13亿美元
04-02
美股下跌能抄底了吗？美银：情绪指标远未到“买入”信号
04-02
特朗普即将发表讲话，美股首度“两连涨”，黄金已“四连涨”，华尔街FOMO了
04-02
一季度全球并购突破1.2万亿美元！AI 狂潮重塑版图，交易额逆势大涨26%
04-01
AI战略掉队、接班人不明，股价今年已跌近 7%……苹果面临50周年的“五大灵魂拷问”
04-01
SemiAnalysis 重磅拆解：Blackwell架构全细节，英伟达从未公开的秘密
04-01
从减肥药加码睡眠障碍！礼来拟以最高78亿美元收购Centessa，进军发作性睡病及觉醒障碍治疗领域
04-01
警报升级！IEA：4月石油损失将是3月的两倍，冲击规模超过历史上三次危机总和
04-01
做空之王“浑水”转战信用债，CEO押注AI将引发大面积裁员与违约潮
04-01
内存价格追踪：DDR3稳定上涨，DDR4/DDR5价格高企，需求疲软
04-01
“大多头”Tom Lee：美股往往在战争初期见底，本轮调整已接近尾声
04-01
高盛：中东冲突引发铝市今年短缺，但供给回归后，明年将出现大幅过剩
04-01
美欧日国债全线上扬，市场猜测伊朗战争或将很快结束
04-01
53年来首次，美国计划4月2日发射载人绕月飞船
04-01
"一个时代落幕了"，马斯克：Model S和Model X的定制订单已结束
04-01
股价上演“过山车”，拉普拉斯澄清：未取得特斯拉百亿光伏订单
04-01
高油价“助燃”可再生能源，美国光伏股“涨势喜人”
04-01
摩根大通谈隔夜美股大涨：这不过是超卖后的战术性反弹
04-01
台积电计划2028年开始在日本生产3纳米芯片
04-01
存储暴跌之后，关注有望扭转市场情绪的“三大催化剂”
04-01
“HBM之父”预言AI架构颠覆：内存将取代GPU成为核心
04-01
狂买黄金后，“稳定币老大”Tether突然解雇2位黄金交易员，距离从汇丰挖来“仅数月”
04-01
史诗级泄露！51.2万行，Claude Code源代码开源了！
03-31
消费者正在悄然抛弃谷歌？高盛：AI成购物新入口，零售业格局或将重塑
03-31
美国2月JOLTS职位空缺降至688.2万人，招聘率创6年新低，裁员率小幅上升
03-31
黄仁勋再落一子！英伟达20亿美元入股Marvell，助力5G/6G网络AI融合
03-31
英伟达估值创七年新低：市场正在系统性低估AI最大赢家？
03-31
通胀还是衰退？美债市场陷入两难！
03-31
大摩：旧内存估值下修不可避免，AI时代，“用不起”已成核心约束
03-31
腾讯“龙虾系”开始大举招兵买马
03-31
内存价格跳水，花旗大幅下调美光目标价！
03-31
抄底Meta时刻？大摩：坏消息已被充分定价，Meta AI有望进化为MetaClaw，开启新一轮增长引擎
03-31
内存价格下跌，花旗大幅下调美光目标价！
03-31
对话Chance AI创始人：看见世界的另一条路，走出“大模型同质化”的围墙
03-31
金价回调13%后，高盛仍坚定看多：央行购金将重新提速，年底有望再上5400美元！
03-31
缓冲垫即将耗尽！大摩：原油市场进入实质断供阶段，规模数倍于2022年
03-31
市场逻辑生变！伊朗战争以来首次：美股能源股开跌，美债黄金“脱钩”油价
03-31
内存条崩盘？“消费者用不起了”，但“AI需求依旧炸裂”
03-31
-7.4%！美股这次跌得比以往地缘冲突期间都惨，德银：远未见底
03-31
AI成关键变量！这一次市场拿到的不是“2022年滞胀剧本”，更可能是通缩
03-31
三元股份斥资亿元换取“冰博克”42%权益
03-31
巨亏下的加速瘦身，永辉资产缩水近三成
03-31
Qwen3.5-Omni深度体验：这，才是“AI生产力”该有的样子！
03-31
高盛谈“DRAM市况”：基本面稳健，但市场情绪转弱
03-31
最重要的变化？美债“脱钩”，市场嗅到了“全球财政刺激”的味道
03-31
沪指震荡上涨，创新药、汽车盘中拉升，商业航天活跃，恒科指冲高回落，科网股分化
03-31
“存储巨头”美光再跌10%，亮眼财报后已跌30%，华尔街依旧力挺
03-31
从“全球最佳”到“全球最差”，伊朗战争“击落”韩国股市
03-31
美联储理事米兰称将在沃什获确认前留任，支持今年降息1个百分点
03-31
中东冲突叠加AI恐慌，英伟达市盈率跌至七年最低！
03-30
私募信贷动荡之际，美政府拟逆势放行其进入401(k)养老金
03-30
从避险资产到应急变现工具，黄金在战火中悄然"变形"
03-30
Anthropic"Mythos"突袭网络安全板块，伯恩斯坦：别慌，你们误读了
03-30
美股净卖压已逼近新冠暴跌峰值，高盛：CTA未来一月将全面转向买入
03-30
中东战火重创欧洲经济！欧元创2024年来最差单季表现，看空情绪升至四年高点
03-30
迈瑞医疗2025年营收同比下降9.4%，净利润降30.3%，新兴业务增长30% | 财报见闻
03-30
一箭三星！中科宇航力箭二号首发成功，单位成本直追SpaceX
03-30
美光率先押注GDDR堆叠技术，AI内存市场新一轮竞赛悄然打响
03-30
小马智行商业化狂飙B面：“短单”现实与共建车队突围
03-30
解码林俊旸离职后首篇长文：给AI投资的6个启示
03-30
从万众瞩目到草草收场：Sora为何成了OpenAI的“弃子”
03-30
霍尔木兹再度中断，周日 0 船通过，多艘船只被拒航！
03-30
卡塔尔之后是澳洲！雪佛龙关键LNG设施因热带气旋受损，重启需数周
03-30
如果沙特的“Plan B”延布港和曼德海峡也不行了，油价将再涨20美元？
03-30
加油站断供、民众抢购、航班削减！全球能源危机愈演愈烈，多国启动紧急措施
03-30
AI浪潮叠加电网换代，大摩高呼：美国变压器超级周期会持续到2030年
03-30
市场和央行都开始“转鹰”，高盛探讨：如何对冲？
03-30
特朗普“弄巧成拙”：油价的上涨将“全部吃掉”减税红利，标志性政绩“毁于一旦”
03-30
内存条价格跳水，内存股集体下跌，内存超级周期见顶了？
03-30
对话美图CEO吴欣鸿：美图是AI受益者，产品增长有方法论
03-30
鸽派带头“转鹰”，美联储高官暗示“降息或已结束”，但“加息概率不大”
03-30
新书爆料：扎克伯格沉迷VR，错过了收购DeepMind，被谷歌抢下“AI最大交易”
03-29
高盛对冲基金业务主管：我接触的机构几乎都看跌，了解现货商品的人更担忧，伊朗拖得越久，市场越倾向于短期投资
03-28
“存储巨头”扎堆美股！海力士之后，三星电子也要美股上市？
03-27
纳斯达克100正式进入调整区间，科技巨头拖累指数较峰值跌逾11%
03-27
关键趋势线相继告破，美股“七姐妹”的技术性崩坏正在提速
03-27
AI豪赌与业务替代威胁两面夹击，微软迎2008年来最惨季度股价表现
03-27
AI的下一场冲击：Anthropic新模型意外泄露，网络安全股开盘大跌
03-27
欧央行官员坦言：伊朗战争若拖至六月，加息或将难以回避
03-27
高盛核电研讨会五大要点：铀价上行已成共识，供应缺口持续扩大
03-27
摩根大通：中国AI需求加速扩张，模型能力成核心竞争要素
03-27
机构已抛售逾千亿美元美股，高盛：四月反弹窗口或正悄然打开
03-27
私募信贷危机重重，华尔街投行趁机反攻，一场融资大战即将打响！
03-27
下行阵痛中的飞鹤：如何直面“全生命周期”转型的长考
03-27
特步的2025：主品牌增速放缓，DTC挑战虽迟但至
03-27
万万没想到！美元竟然要创半年来最大涨幅
03-27
运营服务挑起利润大梁，龙湖的第二引擎跑出来了？
03-27
报道：伊朗称霍尔木兹海峡已经关闭，已驱逐三艘集装箱船
03-27
全球“变压器荒”！中国出口两个月狂飙61%，对美出口暴增182%，美国短缺或持续到2028年
03-27
连续两天大跌后，存储板块开始“分化”：三星海力士企稳，“闪存”继续下跌
03-27
Anthropic最强模型曝光，性能实现“代际跃迁”，全面碾压Opus！
03-27
预测"特朗普何时结束战争"？这是五大关键点
03-27
逼空全亚洲、想发“战争财”？法国石油巨头道达尔3月“历史级别”狂买中东原油，如今或陷入巨亏
03-27
加息定价过头了！高盛：市场用“2022年的剧本”交易，却低估了衰退风险
03-27
白宫的理念？美联储理事Miran：美联储“7万亿美元资产负债表”可以缩减2万亿，不会引发市场动荡
03-27
渣打银行洪子寓：在不确定的世界里把握确定性
03-27
Anthropic赢得法院支持，阻止特朗普对其AI工具的使用禁令
03-27
伊朗战争“避风港”：比亚迪3月大涨，电车股成恒科最佳之一
03-27
特斯拉提前给Q1交付“划线”，卖方预计约36.6万辆，下周迎成绩单
03-27
美财长：美保险计划将很快启动，帮助霍尔木兹海峡通行
03-27
谷歌发布最高质量音频模型Gemini 3.1 Flash Live，低延迟、高精度响应，打造实时语音交互新范式
03-27
存储抛售是错杀？大摩：传统周期卖出逻辑不适用，TurboQuant恐慌是认知偏差！
03-26
Lumentum豪掷数亿美元押注AI激光赛道，悄然布局新一代AI数据中心光器件
03-26
大摩美团业绩点评：无惊吓无惊喜，核心博弈点依然在市场份额与利润率回升
03-26
波动率居高不下，油价会成为压垮市场的最后一根稻草？
03-26
81倍市盈率的ARM豪赌AI芯片：华尔街已将"完美执行"定价入内，容错空间几乎为零
03-26
交易员押注美联储加息之际，分析师“唱反调”：年内至少降息一次，最早在9月！
03-26
美团电话会： “坚决反对内卷”，“绝不急于成为‘token’工厂”，KeeTa沙特盈利在望
03-26
盈利进入阵痛期，越秀服务如何穿越周期？
03-26
SEC开始质疑评级机构诚信，私募信贷“甩锅大战”正式打响
03-26
高盛：Temu进入“变现”期，拼多多增长新拐点已经到来！
03-26
对话金山云刘涛：切走智算下半场最厚的蛋糕
03-26
如果市场拿着"1970剧本"，而黄金刚刚重演了"1971-1973年大涨后的首次大跌"
03-26
顶级新兴市场基金：亚洲芯片股是伊朗冲突的最佳对冲工具
03-26
Labubu神话破灭？海外增长不及预期，三大投行同步下调泡泡玛特目标价
03-26
原油期货贴水：投资者押注伊朗冲突短暂，高风险或未完全计入
03-26
高盛前掌门人：私募信贷如堆积干柴，一粒火花即可引爆
03-26
特朗普还能压制油价多久？
03-26
第四季度再现亏损，上海家化还没“翻盘”
03-26
伊朗战争的“牺牲品”：重仓金铜，知名对冲基金Caxton单月巨亏13亿美元，净值暴跌15%
03-26
摩根大通交易员结束“美股看跌交易”，转为“中性”，探索“重新做多黄金的可能性”
03-26
SpaceX值1.75万亿美元吗？
03-26
TurboQuant“横空出世”，科技圈高呼“谷歌版DeepSeek”，华尔街喊话“抄底内存股”
03-26
A股下跌后最关键问题：有些品种再也回不去了
03-26
花旗力挺CPO：四大核心组件市场将在2027-2028年迎来指数级爆发
03-25
拼多多电话会：“重投供应链，三年再造一个拼多多”，利润率波动将是常态
03-25
新氧的“重资产游戏”亟待盈利时刻
03-25
直面Seedance2.0挑战？快手可灵想要年内收入翻倍
03-25
AI需求爆发，金山云Q4收入创新高，Non-GAAP EBITDA同比翻番 | 财报见闻
03-25
AI末日论背后机构再出手：美联储将"视而不见"油价冲击，All in一年内降息
03-25
黄金的“黄金坑”：收复4500美元关口后，抛售潮结束了吗?
03-25
15年终盈利，知乎靠网文和节流打赢的翻身仗
03-25
中远海运集运：即日恢复中东六国订舱业务
03-25
5年内市值不到9万亿不兑现期权！Meta推出史上最激进高管激励机制
03-25
无惧短期阵痛，高盛坚定看好小米：AI有望打开价值空间，AIoT提供安全垫
03-25
不再“单飞”后，平安好医生变强了
03-25
市监总局刊文“外卖大战该结束了”，美团、阿里直线拉升，这一年烧光800亿
03-25
数据整合、全员动员、场景建设--全球最大主权基金分享“如何使用AI”
03-25
70%原油来自中东！霍尔木兹“卡死”，韩国进入“危机模式”
03-25
从根本上改变工作方式、价值创造模式、决策机制--AI正加速颠覆一切
03-25
上周美股抛售潮中，科技股成为唯一避风港
03-25
AH股齐涨：沪指收复3900点，算力硬件爆发，油气调整，恒科指涨超1%，半导体、有色金属反弹
03-25
6月见？苹果测试“新AI Siri”，包含“全新界面，完成特定任务，设置Ask按钮”
03-25
“赎回潮”席卷美国私募信贷业，PE巨头股价全线下挫
03-25
AI自主决策权扩大，Anthropic为Claude Code引入自动模式
03-25
拟议法案或限制稳定币“生息”，Circle暴跌近20%、创史上最大日跌幅
03-25
软件股再溃败！亚马逊新工具引发连锁反应，软件ETF重挫4%，年内跌幅扩至23%
03-25
翻台率下滑的海底捞，开始给“副业”搭台了
03-25
摩根大通阿里投资者会：公司长期价值叙事完好，估值存在显著期权价值低估
03-25
OFC光通信大会上的路线之争，到底在争什么？
03-24
博通高管坦言：台积电产能已从"近乎无限"走向"触及极限"
03-24
台积电投资者十大问题解析：AI需求、产能扩张与竞争格局
03-24
伯恩斯坦“泼冷水”：马斯克超级芯片工厂需5-13万亿美元资本开支，"比登陆火星还难"
03-24
SemiAnalysis GTC深度解读：三款新系统背后，英伟达正在重新定义AI基础设施的边界
03-24
动用黄金储备！土耳其里拉保卫战升级，拟开启金汇兑换应对战争冲击
03-24
押注中东战争爆发的Polymarket交易员：下周达成停火协议！
03-24
战争和AI，谁主浮沉
03-24
黄金陷入技术性熊市，华尔街逆势看好：长期逻辑没变，回调即买入机会
03-24
阿里海外上线电商Agent：AI开始帮忙开店做生意了
03-24
摩根大通量化石油冲击：全球石油供应缺口或持续在千万桶/日，政策工具恐难填补
03-24
美国最大炼油厂之一爆炸起火，日均产能39.5万桶，油价明显反弹！
03-24
无人机--火爆的“物理AI”，稀土依旧关键
03-24
黄仁勋深度访谈：“Token经济”爆发，AI计算占GDP比重将翻百倍，英伟达10万亿是必然
03-24
市场对AI投资“用脚投票”？美银：腾讯很稳健，耐心是美德
03-24
新美联储通讯社：美联储面临历史上最尴尬的权力交接
03-24
又现内幕交易？特朗普“TACO”前15分钟，原油期货交易量激增
03-24
信口雌黄、反复无常？特朗普告诉“华尔街空头”：撒谎可耻但有用！
03-24
美伊谈判是真是假，至少华尔街已从特朗普引发的五分钟狂飙获得明确信号
03-24
高盛评Meta裁员、压开支、推迟模型发布：这不是“过冬砍预算”，而是“腾笼换鸟”
03-23
三花智控2025年营收310亿元，同增11%，归母净利增逾31%
03-23
伊朗冲突重创全球债市，3月蒸发2.5万亿美元市值，势创2022年以来最大单月跌幅！
03-23
还没到“投降”时刻！高盛警告：AI或是最后的抛售来源
03-23
美联储加息需要什么条件？
03-23
黄金抹去今年所有涨幅！避险资产为何在中东冲突中"失灵"？
03-23
硅谷顶级资金集体押注！大摩万字干货详解AI下一个前沿——“世界模型”
03-23
特朗普最后通牒还剩24小时，贝森特称“先升级再缓和”，亚洲股市重挫、黄金年内涨幅归零
03-23
韩国将推史上首批单股杠杆ETF，散户可2倍押注三星、SK海力士
03-23
伊朗重创卡塔尔氦气出口，全球芯片生产面临危机
03-23
重磅拆解：美国AI圈的“资本内循环”
03-23
详解Terafab--马斯克为何一定要做“芯片厂”
03-23
AI开始侵入各行各业：“编程自动化”之后，AI巨头奔向“一切自动化”
03-23
靠“夺取哈尔克岛”，特朗普能让“霍尔木兹海峡”重开吗？
03-23
高盛解读“伊朗战争会持续多久”：市场只交易了“通胀”，还未交易“衰退”
03-22
重磅GTC大会演讲之外，一文读懂黄仁勋本周向华尔街和互联网的讲话要点
03-22
美债市场“巨变”：“通胀担忧”压倒“降息预期”
03-22
马斯克官宣开建史上最大芯片厂：年产能目标为现有全球产能50倍，80%将直接服务太空任务
03-22
国民级“遥控器”诞生日：微信火速接入龙虾的焦虑与野心
03-22
ChatGPT首个“广告金主”：过程“很不AI”，数据都不给
03-22
伊朗战争已三周，美国“稳油价”的牌“几乎打完”，原油“期现价差”越拉越大
03-22
高盛宏观交易员警告：各国央行错失了稳定市场的机会，"能源正在驱动一切"
03-22
这一次不一样！股市反应迟钝，央行迟早QE，而黄金难以对冲
03-21
美国私募信贷“火烧连营”：类“次贷”式包装财技，吸收1万亿美元“美国人养老金”
03-21
美光2027年EPS超100美元！巴克莱“超级加倍”预测，远超市场共识的54美元
03-21
既要又要？舍得酒业的业绩压力与扩张困局
03-21
过去一周是一场清算，全球市场开始正视“伊朗战争不会很快结束”
03-21
英伟达机器人负责人：AI智能体将引爆机器人领域"ChatGPT时刻"
03-21
微软等云大厂开始签“存储采购强制性长约”，“存储周期”将重塑
03-21
爱美客多线作战之苦：守着“童颜针”，拿起“减肥药”
03-20
IEA：波斯湾油气供应恢复可能需要六个月，世界正面临史上最严重能源危机
03-20
圣骑士
圣骑士
·
05-19
景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？
台积电CPO布局升级加速，ABF基板供需恐再现紧张局面
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。
台积电CPO布局升级加速，ABF基板供需恐再现紧张局面
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圣骑士
圣骑士
·
05-19
景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？
台积电CPO布局升级加速，ABF基板供需恐再现紧张局面
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。
台积电CPO布局升级加速，ABF基板供需恐再现紧张局面
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GPU、HBM与高速网络互连整合度，<strong>英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。</strong>市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。</p><h2 id=\"id_3273644154\">台积电CPO延伸至基板层级，技术路线升级</h2><p>台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。</p><p>英伟达近期亦宣布与<a href=\"https://laohu8.com/S/GLW\">康宁</a>（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。</p><h2 id=\"id_2702580886\">ABF基板需求结构性抬升，消耗量较传统CPU提升数倍</h2><p>供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。</p><p>媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。</p><p>景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。</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>台积电CPO布局升级加速，ABF基板供需恐再现紧张局面</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{ 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}\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台积电CPO布局升级加速，ABF基板供需恐再现紧张局面\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-18 10:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>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。</p></blockquote><p>AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。</p><p>据中国台湾媒体《工商时报》周一报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>近期披露，结合紧凑型通用光子引擎（COUPE）的"COUPE on Substrate"方案<strong>预计于2026年下半年进入量产。</strong></p><p>业界将此解读为<strong>AI芯片制造从"先进制程＋先进封装"迈向"<a href=\"https://laohu8.com/S/600184\">光电</a>共封装＋系统整合"新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。</strong></p><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，<strong>英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。</strong>市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。</p><h2 id=\"id_3273644154\">台积电CPO延伸至基板层级，技术路线升级</h2><p>台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。</p><p>英伟达近期亦宣布与<a href=\"https://laohu8.com/S/GLW\">康宁</a>（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。</p><h2 id=\"id_2702580886\">ABF基板需求结构性抬升，消耗量较传统CPU提升数倍</h2><p>供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。</p><p>媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。</p><p>景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a","relate_stocks":{"TSMU":"2倍做多TSM ETF-GraniteShares","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSMX":"2倍做多TSM ETF-Direxion","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSMY":"TSM期权收益策略ETF-YieldMax","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4581":"高盛持仓","LU0158827781.USD":" ALLIANZ GLOBAL 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USD"},"source_url":"https://wallstreetcn.com/articles/3772469","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636101036","content_text":"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。AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。据中国台湾媒体《工商时报》周一报道，台积电近期披露，结合紧凑型通用光子引擎（COUPE）的\"COUPE on Substrate\"方案预计于2026年下半年进入量产。业界将此解读为AI芯片制造从\"先进制程＋先进封装\"迈向\"光电共封装＋系统整合\"新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。随着英伟达新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。台积电CPO延伸至基板层级，技术路线升级台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。英伟达近期亦宣布与康宁（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。ABF基板需求结构性抬升，消耗量较传统CPU提升数倍供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1.96,"TSMU":0.6,"TSMY":0.6,"STSM":0.6,"TSMZ":0.6,"TSMG":0.6,"TSMX":0.6}},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":565643930182536,"gmtCreate":1779130978194,"gmtModify":1779141160703,"author":{"id":"78726315297500","authorId":"78726315297500","name":"圣骑士","avatar":"https://static.tigerbbs.com/6a3f98f8d8bfa26966936bdf2d3de276","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"78726315297500","authorIdStr":"78726315297500"},"themes":[],"title":"","htmlText":"景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？","listText":"景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？","text":"景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565643930182536","repostId":"2636101036","repostType":2,"repost":{"id":"2636101036","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1779071557,"share":"https://www.laohu8.com/m/news/2636101036?lang=zh_CN&edition=full","pubTime":"2026-05-18 10:32","market":"nz","language":"zh","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","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。","content":"<html><head></head><body><blockquote><p>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。</p></blockquote><p>AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。</p><p>据中国台湾媒体《工商时报》周一报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>近期披露，结合紧凑型通用光子引擎（COUPE）的"COUPE on Substrate"方案<strong>预计于2026年下半年进入量产。</strong></p><p>业界将此解读为<strong>AI芯片制造从"先进制程＋先进封装"迈向"<a href=\"https://laohu8.com/S/600184\">光电</a>共封装＋系统整合"新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。</strong></p><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，<strong>英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。</strong>市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。</p><h2 id=\"id_3273644154\">台积电CPO延伸至基板层级，技术路线升级</h2><p>台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。</p><p>英伟达近期亦宣布与<a href=\"https://laohu8.com/S/GLW\">康宁</a>（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。</p><h2 id=\"id_2702580886\">ABF基板需求结构性抬升，消耗量较传统CPU提升数倍</h2><p>供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。</p><p>媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。</p><p>景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。</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>台积电CPO布局升级加速，ABF基板供需恐再现紧张局面</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{ 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}\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台积电CPO布局升级加速，ABF基板供需恐再现紧张局面\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-18 10:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>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。</p></blockquote><p>AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。</p><p>据中国台湾媒体《工商时报》周一报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>近期披露，结合紧凑型通用光子引擎（COUPE）的"COUPE on Substrate"方案<strong>预计于2026年下半年进入量产。</strong></p><p>业界将此解读为<strong>AI芯片制造从"先进制程＋先进封装"迈向"<a href=\"https://laohu8.com/S/600184\">光电</a>共封装＋系统整合"新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。</strong></p><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，<strong>英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。</strong>市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。</p><h2 id=\"id_3273644154\">台积电CPO延伸至基板层级，技术路线升级</h2><p>台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。</p><p>英伟达近期亦宣布与<a href=\"https://laohu8.com/S/GLW\">康宁</a>（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。</p><h2 id=\"id_2702580886\">ABF基板需求结构性抬升，消耗量较传统CPU提升数倍</h2><p>供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。</p><p>媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。</p><p>景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a","relate_stocks":{"TSMU":"2倍做多TSM ETF-GraniteShares","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSMX":"2倍做多TSM ETF-Direxion","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSMY":"TSM期权收益策略ETF-YieldMax","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4581":"高盛持仓","LU0158827781.USD":" ALLIANZ GLOBAL 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USD"},"source_url":"https://wallstreetcn.com/articles/3772469","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636101036","content_text":"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。AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。据中国台湾媒体《工商时报》周一报道，台积电近期披露，结合紧凑型通用光子引擎（COUPE）的\"COUPE on Substrate\"方案预计于2026年下半年进入量产。业界将此解读为AI芯片制造从\"先进制程＋先进封装\"迈向\"光电共封装＋系统整合\"新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。随着英伟达新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。台积电CPO延伸至基板层级，技术路线升级台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。英伟达近期亦宣布与康宁（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。ABF基板需求结构性抬升，消耗量较传统CPU提升数倍供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1.96,"TSMU":0.6,"TSMY":0.6,"STSM":0.6,"TSMZ":0.6,"TSMG":0.6,"TSMX":0.6}},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}