芯片股普涨，AMD狂飙超8%，此前Meta宣布与这家半导体公司达成一项多年协议。英特尔涨逾5%， 台积电涨超4%，ARM、高通涨逾3%。值得注意的是，因存储芯片打压业绩展望，惠普盘后大跌近 7%。 做空机构香橼资本周二发帖称，已经对存储牛股闪迪建立空头头寸。受此影响，闪迪股价盘中跳水一度 跌超8%，最终收跌4.2%。 0:00 周二（2月24日），美国三大股指全线收涨，道指、标普500指数涨超0.7%，纳指涨1%，全市场超3500 股上涨。 ...

*Anthropic新产品提振软件股 *AMD与Meta达成芯片协议 *中概股多数走高 美国股市周二收高，科技股领涨。市场对人工智能前景的热情重新升温，暂时盖过了此前关于该技术可能对多个行业造成颠覆的担忧。 道琼斯工业指数上涨370.44点，涨幅0.76%，收于49174.50点；标普500指数上涨52.32点，涨幅0.77%，收于6890.07点；纳斯达克综合指数上涨236.41点，涨 幅1.05%，收于22863.68点。 标普500指数板块中，非必需消费品板块和科技板块涨幅居前，医疗保健板块表现最弱。 DocuSign股价上涨2.6%，此前Anthropic表示其Claude Cowork现在可以连接到DocuSign以及企业现有的其他工具，如Drive和Gmail。此举让投资者感到乐 观，认为人工智能或许能够弥补软件公司，而非取代它们。 这种乐观情绪也延伸到了软件领域的其他板块。赛富时和ServiceNow的股价分别上涨了4.1%和1.7%。iShares扩展软件与技术行业ETF上涨2%。 FactSet上涨5.9%，汤森路透美股上涨11.5%，Salesforce上涨4.1%，成为道指涨幅居前个股之 ...

Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027.He later told officials he now “slept with one eye open.”Prediction markets suggest he’s not the only one paying attention. A Polymarket contract asking “Will China invade Taiwan by end of 2026?” is priced at 10% with over $9 million in volume. A separate contract on a military clash between the two, which traders view as a precursor to full invasion, sits ...

Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027. He later told officials he now “slept with one eye open.”He wasn’t alone. Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang and Advanced Micro Devices Inc (NASDAQ:AMD) CEO Lisa Su were in the room. The meeting, revealed Tuesday in a New York Times investigation, was arranged after then-Commerce Secretary Gina Raimondo grew frustrated that Silicon Valley wouldn’t ...

美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%。半导体板块领涨，AMD 收涨逾8%，英特尔涨近6%，台积电涨超4%。大型科技股多数上涨，特斯拉、奈飞、苹果涨超2%，微 软、亚马逊涨逾1%，英伟达、Meta小幅上涨；谷歌小幅下跌。 来源：市场资讯 （来源：科创100ETF基金） ...

There's always a story behind the story. For every successful entrepreneur, there were countless rank-and-file employees who were critical in realizing a company's full potential. And for every business at the forefront of a hot new trend, there are many other businesses that are content to remain largely behind the scenes, doing their job and contributing their part toward an industry's success. Taiwan Semiconductor Manufacturing (NYSE: TSM) hasn't gotten quite the same amount of attention that other pla ...

华尔街在人工智能（AI）颠覆性影响引发各行业普跌的一天后，出现了初步的反弹。 AMD领涨市场，股价暴涨7%。消息面上，Meta宣布与AMD达成多年协议。这一新伙伴关系涉及为人工智能数据中心部署高达600万千瓦的AMD图形处理 器（GPU）。Meta还将通过基于业绩的认股权证向AMD投资，可获得多达1.6亿股AMD股票。 此外，台积电股价大涨超4%，市值首度突破2万亿美元。 【导读】科技股大涨了 大家好啊，最近的美股市场，波动也太大了，前一个交易日大跌，今晚又大涨，来回反复横跳，一起看看发生了什么事情。 科技股集体暴涨 2月24日晚间，美股三大指数大涨，道指涨约400点，纳斯达克指数涨近1%，标普指数涨约0.6%。 | 了 筛选 | 最新价 = | 涨跌幅 ÷ 0 | | --- | --- | --- | | 美国超威公司 | 211.23 | +7.44% | | US AMD | | | | 英特尔 | 45.90 | +5.20% | | US INTC | | | | 台积电 | 387.20 | +4.64% | | us TSM | | | | 赛富时 | 186.43 | +4.64% | | ...

【导读】科技股大涨了 中国基金报记者 泰勒 大家好啊，最近的美股市场，波动也太大了，前一个交易日大跌，今晚又大涨，来回反复横跳，一起看 看发生了什么事情。 科技股集体暴涨 2月24日晚间，美股三大指数大涨，道指涨约400点，纳斯达克指数涨近1%，标普指数涨约0.6%。 华尔街在人工智能（AI）颠覆性影响引发各行业普跌的一天后，出现了初步的反弹。 AMD领涨市场，股价暴涨7%。消息面上，Meta宣布与AMD达成多年协议 。这一新伙伴关系涉及为人 工智能数据中心部署高达600万千瓦的AMD图形处理器（GPU）。Meta还将通过基于业绩的认股权证向 AMD投资，可获得多达1.6亿股AMD股票。 此外，台积电股价大涨超4%，市值首度突破2万亿美元。 | 了 筛选 | 最新价 = | 涨跌幅 = □* | | --- | --- | --- | | 美国超威公司 | 211.23 | +7.44% | | US AMD. | | | | 英特尔 | 45.90 | +5.20% | | US INTC | | | | 台积电 | 387.20 | +4.64% | | US TSM | | | | 赛富时 | 186. ...

Group 1 - The semiconductor foundry stocks experienced a broad increase, with notable gains from companies such as ASE Technology rising over 5%, UMC up 4.6%, GlobalFoundries increasing by 3.4%, TSMC rising 2.3%, and Tower Semiconductor up 1.2% [1] - ASML researchers announced a technological solution to enhance the power of core chip manufacturing equipment light sources, increasing EUV light source power from the current 600 watts to 1000 watts [1] - The higher power output will allow for the production of more chips per hour, thereby reducing the manufacturing cost per chip [1] Group 2 - By the end of 2030, each piece of equipment is expected to process approximately 330 silicon wafers per hour, a 50% increase from the current capacity of 220 wafers [1]

Key Takeaways TSM posted 62.3% Q4 gross margin, up 330 bps year over year despite higher overseas costs.TSM sees 63%-65% Q1 margin, even as new U.S., Japan and Europe fabs dilute margins by 2%-4%.TSM's revenues rose 25.5% to $33.73B in Q4, driven by strong AI and advanced node demand.Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, has consistently delivered strong gross margins, supported by robust demand for advanced nodes and high factory utilization. To capitalize on the growing de ...