美股详情

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超微电脑

40.35

+3.509.50%

盘前：40.630.2800+0.69%05:08 EDT

成交量：6,251.71万

成交额：25.06亿

市值：265.09亿

市盈率：12.38

高：41.01

开：38.04

低：37.82

收：36.85

52周最高：58.78

52周最低：19.48

股本：6.57亿

流通股本：5.64亿

量比：1.83

换手率：11.09%

股息：- -

股息率：- -

每股收益(TTM):3.26

每股收益(LYR):3.26

净资产收益率：21.47%

总资产收益率：7.88%

市净率：2.59

市盈率(LYR):12.39

数据加载中...

总览公司新闻资讯公告

美股异动 | 电脑硬件股普涨慧与(HPE.US)涨逾9%

美股芯片股涨幅持续扩大，英特尔涨超8%，迈威尔科技、ARM涨超7%

老虎资讯综合

异动解读｜超微电脑盘中上涨5.05%，报39.09美元

美股开盘 | 三大股指集体高开！芯片股集体上涨，ARM涨超8%

老虎资讯综合

期权聚焦 | SMCI惊现254万美元远期Call大单，押注2028年40美元突破；中期37Call同步吸筹，看涨情绪升温

Hazeltree称，对冲基金8月份加大了对消费类股票的做空力度

期权聚焦 | SMCI大单偏多布局远月40/42.5美元牛市价差，IV处低位期权定价偏便宜

“木头姐”力挺AI巨头主动放缓开发：有利行业长期发展，AI安全担忧不应被夸大

老虎资讯综合

期权聚焦 | 超微电脑远月虚值Put大单押注深跌，IV处历史低位，看空资金为何提前埋伏？

今日科技股重挫：哪些个股跌幅最惨？

异动解读｜超微电脑盘中下跌6.56%，报36.95美元

“大空头”Burry狠批AI巨头呼吁放缓研发：纯属自私自利，为IPO造势炒作，遮掩增长乏力困境

老虎资讯综合

异动解读｜超微电脑盘前下跌5.24%，报38.06美元

超微电脑(SMCI)股票9月11日收盘上涨7.28%：原因全解读

TradingKey中文

异动解读｜超微电脑盘中上涨5.54%，2027财年营收指引大超预期提振股价

芯片，过热了！

期权聚焦 | SMCI远期42/44.5美元牛市价差获资金布局，大单整体偏多但IV仍处低位

异动解读｜超微电脑盘中上涨5.03%，戴尔财报引爆AI服务器需求预期叠加半导体板块集体走强

期权聚焦 | SMCI看涨情绪升温，机构连续卖出2026、2028年35美元虚值Put，押注下方支撑收租

这篇硅谷刷屏的文章，讲述了人类历史上第一次大规模AI失控的详细经过

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21:30","pubTimestamp":1789651830,"startTime":"0","endTime":"0","summary":"9月17日，美股三大股指集体高开，道指涨0.9%，标普500指数涨1.2%，纳指涨1.5%。芯片股集体上涨，ARM涨超8%，迈威尔科技涨超5%，英特尔涨超4%，AMD、超微电脑、高通涨超3%；NEBIUS涨超10%，公司宣布将从10月1日起上调英伟达GPU租赁价格。","market":"us","thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1935042488.USD","IE00B3SWFQ91.USD","SMCZ","CPSD","NBIG","BK4534","SGXZ31699556.SGD","AMYY","LU0957791311.USD","SOXX","AUGZ","SG9999015986.USD","SPYU","LU1923623000.USD","SG9999018857.SGD","BK4608","LU0310799852.SGD","TQQQ","LU1691799644.USD","HK0000304805.HKD","IE00BQXX3C00.GBP","SPYH","LU2211815571.USD","LU0069063385.USD","HK0000532082.HKD","LU2462591277.SGD","IE00BJLML261.HKD","CHPS","LU1629891620.HKD","LU2023250504.SGD","LU0823421333.USD","LU2191332357.HKD","LU0345769128.USD","LU0329931173.USD","LU2290526834.HKD","LU1064131342.USD","LU0096362180.USD","LU1992135472.HKD","MAYP","SOXQ","SOXY","SG9999004303.SGD","BK7504","LU2237443549.SGD","LU2237443622.USD","LU2237443978.SGD","LU1280957306.USD","3NVD.UK","INYY","LU2265009873.SGD","AMDG","IE00B4JS1V06.HKD","LU0174119429.USD","LU1861220033.SGD","LU0077335932.USD","LU1923622291.USD","CPSM","USPX","BK4585","IE00B5949003.HKD","LU0080751232.USD","LU1699723380.USD","LU2381873111.SGD","LU2471134796.USD","XNTK","JANP","SSS","INT","LU2244417387.USD","ARLU","LU2168564495.EUR","LU2506951792.HKD","LU2552382215.SGD","SMCL","LU2168563687.JPY","LU1267930573.SGD","IE000M9KFDE8.USD","IE00BLSP4452.SGD","LU0889565833.HKD","PMMR","IE00BVYPNQ40.USD","QCMU","XDIV","LU2237438978.USD","LU1974910355.USD",".IXIC","LU2294711713.HKD","LU2125909247.SGD","BK4566","GSPY","LU2065171311.SGD","LU0082616367.USD","LU0072462426.USD","LU2272731600.USD","LU0417517546.SGD","IE0034235295.USD","LU1674673428.USD","SPUU","LU1803068979.SGD","LU2237957902.USD","APRP","LU2108987350.USD","LU2505996509.AUD","LU0267386448.USD","EFIV","LU1914381329.SGD","LU1718418525.SGD","LU0347712357.USD","DIPS","LU1069344957.HKD","IE0004086264.USD","YMmain","LU0289960550.SGD","IE00BDRTCR15.USD","LU2125909759.SGD","IE00B775SV38.USD","LU2458330169.SGD","LU1815333072.USD","NEBX","LU1037948897.HKD","LU2133065610.SGD","IE00BMPRXR70.SGD","LU1732799900.SGD","SHOC","SNVDAmain","LU1804176565.USD","SPDN","JGRO","LEGR","AMDY","07388","HK0000914660.USD","LU0786609619.USD","LU1868836914.USD","LU0820561818.USD","LU0251142724.SGD","IE00BWXC8680.SGD","LU0225283273.USD","DFUS","IE00BN29S564.USD","SH","LU0942090050.USD","LU0390134368.USD","OCTP","IE00BSNM7G36.USD","LU1551013425.SGD","DECP","SMAX","SG9999014542.SGD","BK4592","IE00BGHQDM52.EUR","LU0788109477.HKD","NVDW","DAMD","PQX","LU1823568750.SGD","IE00BLSP4239.USD","BK4549","LU0265550946.USD","LU2491049909.HKD","LU2756315318.SGD","LU1244550577.SGD","SNPE","09388","SMCY","SQQQ","LU0210528500.USD","BK4605","IE0000B7K699.USD","SGXZ51526630.SGD","LU1169589451.USD","NBIZ","LU2271345857.HKD","IE00BJJMRY28.SGD","LU2999663052.SGD","MARW","LU2236285917.USD","AIFD","IE00B4YYXB79.USD","LU2361044865.SGD","MBCC","DIA","LU1261432733.SGD","IE00BDCRKT87.USD","LU0345770993.USD","LU0545039389.USD","LU0795875169.SGD","NVDS","GB00BDT5M118.USD","SG9999014567.USD","LU1861559042.SGD","LU0965509101.SGD","GPIX","CMAG","LU0149725797.USD","LU2403377893.USD","TOPC","XYLE","CPSO","SG9999002224.SGD","BK4141","LU0672654240.SGD","NVDX","SDOW","LU0238689110.USD","IE0005OL40V9.USD","LU3102509885.SGD","LU2249611893.SGD","NQmain","ARM","LU1935043023.USD","INTW","LU0353189763.USD","LU2552382058.USD","LU0061474960.USD","LU2168564222.USD","MVLL","LU0859254822.USD","LU0795875086.SGD","ARMW","NVDL","QQQ","LU0898699433.AUD","LU1066051811.HKD","LU1235294995.USD","LU0289961442.SGD","LU2357125470.USD","IE00BKPKM429.USD","CNAV","LU2237443382.USD","SG9999014559.SGD","LU1037948541.HKD","LU1169590202.USD","BK4575","LU1917777945.USD","LU0345770308.USD","MRVU",".DJI","LU0048573561.USD","SQCOMmain","BK4612","FAI","NBIL","LU0528227936.USD","LU0943347566.SGD","LU2168564149.EUR","LU0097036916.USD","LU2931357623.SGD","USD","LU2746668461.USD","LU1551013342.USD","IE00BQXX3D17.EUR","IE000MB6IJN5.SGD","LU2092627202.USD","IE00BFSS7M15.SGD","THMR","LU0444973449.USD","LU2065169927.USD","LU0557290698.USD","LU1496350502.SGD","BK4529","LU1861558580.USD","SPY","LU1934455194.USD","LU2860962120.EUR","LU1992135399.USD","LU1670756490.USD","LU0053671581.USD","LU2430703251.USD","AMDD","DRIV","LU0138981039.USD","IE00BBT3K403.USD","LU0345769631.USD","LU1066051498.USD","LU1712237335.SGD","LU1732800096.USD","LU2394011477.USD","IE00B1BXHZ80.USD","LU1244550221.USD","LU0949170772.SGD","IE00BD6J9T35.USD","LU0689472784.USD","LU0985320562.USD","LU1674673691.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| SMCI惊现254万美元远期Call大单，押注2028年40美元突破；中期37Call同步吸筹，看涨情绪升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1118035815","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1118035815?lang=zh_cn&edition=fundamental","pubTime":"2026-09-17 09:02","pubTimestamp":1789606929,"startTime":"0","endTime":"0","summary":"当日SMCI期权市场情绪明显偏多，一笔254.40万美元的远期Call大单成为核心焦点，资金直接押注2028年1月到期的40美元行权价突破，与此同时中期37美元Call也出现同步吸筹，多头资金在长短期维度上均释放积极信号。Call/Put成交量比为2.32，显示当日看涨期权的成交量显著高于看跌期权，市场参与者的交易偏好明显集中于Call一侧，进一步印证了当前情绪偏多的交易特征。整体来看，SMCI当日大单情绪明确偏多，多头优势非常显著。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCL","SMCX","SMCC","UUP","BK4585","LU0053671581.USD","BK4170","BK4588","SMYY","LU1861220033.SGD","SMCY","SMCI","SMCZ","BK4543","UDN","LU1861215975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667855869","title":"Hazeltree称，对冲基金8月份加大了对消费类股票的做空力度","url":"https://stock-news.laohu8.com/highlight/detail?id=2667855869","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667855869?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 20:53","pubTimestamp":1789563199,"startTime":"0","endTime":"0","summary":"Hazeltree称，对冲基金8月份加大了对消费类股票的做空力度路透伦敦9月16日-据数据平台Hazeltree周三发布的一份报告显示，对冲基金8月份加大了对消费类公司的做空力度，同时削减了部分针对人工智能相关股票的做空头寸，但对AlphabetGOOGL.O的看跌情绪有所加深。Hazeltree表示：“鉴于已公布的基本面并未恶化，此次抛售似乎更多反映了融资问题，而非对企业基本面强度的判断。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260916:nL4T4580SI:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0795875169.SGD","LU2505996509.AUD","GEVX","LU2357125470.USD","POWR","LU2168564149.EUR","LU1894683348.USD","LU2023250504.SGD","LU2054465674.USD","IE00BKPKM429.USD","LU0345768153.USD","LU2168564495.EUR","SG9999011175.SGD","GB00B4LPDJ14.GBP","LU1430594728.SGD","LU2247934214.USD","GOOY","IE00BJLML261.HKD","LU0048573561.USD","GOGL","LU0149725797.USD","IE000F7OJYX1.SGD","IE00B19Z9505.USD","BK4598","SG9999000418.SGD","BK4574","LU2360032135.SGD","LU0289960550.SGD","LU1880398554.USD","LU0898699433.AUD","BK4573","LU0912757837.SGD","LU1202635105.USD","LU2092627202.USD","BK4177","NBIC","LU1880398471.USD","IE00BZ1G4Q59.USD","SG9999001440.SGD","SG9999015952.SGD","IE000BZT7R73.USD","LU2456880835.USD","LU0477156953.USD","LU0080751232.USD","LU1852331112.SGD","LU0203347892.USD","CRWG","LU2756315664.SGD","IE00BDRTCR15.USD","LU0787776722.HKD","IE00B1XK9C88.USD","LU1066053197.SGD","LU2362540622.SGD","LU1267930227.SGD","LU2360106780.USD","BK4566","SMCL","LU2077746001.SGD","LTL","LU0345770308.USD","LU1989764664.SGD","LU1823568750.SGD","LU0006306889.USD","DGE.UK","LU2097829019.USD","LU1066051225.USD","LU0138981039.USD","LU0792757196.USD","LU0823434740.USD","SG9999014880.SGD","IE00BQXX3F31.USD","LU0820561909.HKD","LU0329931090.USD","LU0174119429.USD","LU0353189680.USD","BK4550","LU0882574139.USD","LU2462591350.SGD","LU1153585028.USD","GGLL","LU1316542783.SGD","HK0000914686.HKD","LU0109391861.USD","LU0057025933.USD","LU0211326755.USD","LU1221951046.USD","LU1059921491.USD","LU1935042488.USD","LU2999663052.SGD","RSPS","SMCX","GGLS","LU1121112475.USD","HK0000304797.USD","LU2237438978.USD","SG9999003800.SGD","IE00BLSP4452.SGD","LU1116320901.HKD","LU1235294995.USD","LU0211331839.USD","LU2326559502.SGD","LU0868494617.USD","LU0823421333.USD","LU0823414551.USD","LU0048584097.USD","LU2491050071.SGD","LU1868837136.USD","LU2264538146.SGD","IE00BMPRXQ63.HKD","LU2249611893.SGD","LU1815336760.USD","LU1429558221.USD","LU0689472784.USD","LU1032955483.USD","LU0130517989.USD","LU1064927863.SGD","LU2125154778.USD","LU2065170008.USD","LU1935043536.SGD","LU0354030438.USD","CRWX","GOOGL","NBIG","LU1629891620.HKD","LU0980610538.SGD","LU0265550946.USD","LU0061475181.USD","LU0784385170.HKD","LU2106854487.HKD","LU2592432038.USD","LU0070302665.USD","LU0170899867.USD","LU2250418816.HKD","LU0312595415.SGD","LU0820562030.AUD","LU0784385840.USD","HK0000532082.HKD","LU2063271972.USD","LU1303367103.USD","LU0289961442.SGD","LU0345774631.USD","LU0738911758.USD","LU0314106906.USD","LU2087625088.SGD","LU0056508442.USD","LU0552385451.USD","LU1803068623.USD","SG9999015986.USD","LU0210533765.USD","LU2420271590.USD","LU0690374961.EUR","LU0426417589.USD","SGXZ51526630.SGD","LU0444973449.USD","LU1935042991.SGD","IE000WAW04H5.SGD","LU1989764748.USD","LU0310800379.SGD","SG9999015358.SGD","BK4505","IE00BHPRN162.USD","LU2065169927.USD","LU0642271901.SGD","LU0726765562.USD","GOU","IE00BQXX3D17.EUR","LU0531971165.HKD","BK4538","DASH","BK4527","SGXZ31699556.SGD","LU2097344357.USD","LU2362541273.HKD","LU2471134796.USD","LU0957791311.USD","LU0672654240.SGD","LU0310800965.SGD","LU0175139822.USD","LU1267930813.SGD","IE0004086264.USD","LU1839511570.USD","LU2491049909.HKD","LU0784383803.USD","LU1935043023.USD","LU1914381329.SGD","LU0314104364.USD","CQTM","LU1699723380.USD","BK4585","LU0256863811.USD","LU1400636491.USD","XDAT","LU2023250843.SGD","LU0823434583.USD","LU2462157665.USD","GOOX","LU0528227936.USD","LU2750360641.GBP","LU0354030511.USD","LU2362541513.USD","BK4122","LU2236285917.USD","LU0476273544.USD","LU1267930490.SGD","GASZ","LU2347655073.USD","SG9999004303.SGD","KDP","LU2213496289.HKD","BK4551","BK4533","LU1778281490.HKD","LU0130103400.USD","LU2430703251.USD","LU0187121727.USD","UXI","LU1989763690.USD","LU0052756011.USD","LU2097344431.USD","LU0648000940.SGD","IE00BJTD4V19.USD","LU0345769631.USD","IE00B1BXHZ80.USD","IE00BKDWB100.SGD","LU1951200564.SGD","LU0154236417.USD","LU0124384867.USD","LU0345769128.USD","RCTR","LU1989772923.USD","LU1093756325.SGD","EFIV","LU2860962120.EUR","LU2023251221.USD","LU2168563687.JPY","BK4561","LU1951198990.SGD","BK4182","TRUI","LU2294711713.HKD","LU0094547139.USD","LU0198837287.USD","LU1144417596.USD","LU1670628061.USD","LU0950373646.USD","LU2404859741.USD","LU2092937148.SGD","IE00B19Z8W00.USD","LU24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| SMCI大单偏多布局远月40/42.5美元牛市价差，IV处低位期权定价偏便宜","url":"https://stock-news.laohu8.com/highlight/detail?id=1179638343","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179638343?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 09:01","pubTimestamp":1789520506,"startTime":"0","endTime":"0","summary":"SMCI收盘报35.64美元，跌2.99%。整体来看，SMCI当日大单情绪明确偏多，且资金几乎完全围绕看涨方向展开，没有出现有分量的对冲性看空流入。从IV分位较低来看，买方建仓成本相对占优，但卖方因整体IV不高，可选择距离现价较远的行权价，如30.0美元以下的PUT，以降低被行权概率。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["UUP","BK4170","SMCL","BK4588","SMCY","LU0053671581.USD","SMCC","BK4585","BK4543","SMCZ","SMCI","UDN","SMYY","LU1861220033.SGD","LU1861215975.USD","SMCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184011020","title":"“木头姐”力挺AI巨头主动放缓开发：有利行业长期发展，AI安全担忧不应被夸大","url":"https://stock-news.laohu8.com/highlight/detail?id=1184011020","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184011020?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 15:37","pubTimestamp":1789457847,"startTime":"0","endTime":"0","summary":"方舟投资创始人“木头姐”Cathie Wood周二表示，AI行业领军人物近期提出放缓模型能力快速发展的倡议，是保障AI行业安全、推动长期健康发展的积极一步。相关表态一度引发资本市场对AI行业增长前景的重新评估。她认为，市场加强对AI发展方向的审视并非坏事，反而有利于行业建立更加稳健的发展框架。不过，美国总统特朗普周一表示，美国现有体系已经具备监管AI企业并对违法行为进行追责的能力。与此同时，Altman表示，OpenAI不会在2026年上市。","market":"us","thumbnail":"https://abmedia.io/wp-content/uploads/2026/02/Cathie-Wood-on-AI-and-Bitcoin.jpg","type":0,"news_type":0,"thumbnails":["https://abmedia.io/wp-content/uploads/2026/02/Cathie-Wood-on-AI-and-Bitcoin.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8bb6a724a21b4ebb977569c18a67b52c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCZ","AMZY","GOOW","AMYY","NVDB","GOOP","AMZP","CRWG","CRD","SMYY","COHH","CRWX","MRVU","SMCY","NVC","AZYY","HPEL","MSFT","NVD","AMZU","NVDG","AMZG","AVGO","NVDD","AMZO","MULL","AVL","GOOG","GOOGL","ANV","NVYY","NVII","DLLL","GOGL","MIC","NVDU","CRDO","MRVX","MSFU","LITE","COHR","GOOY","LITU","MSFD","GGLS","MUG","DAMD","CORD","MUU","MUYY","HPE","NVDY","MSFO","NVDW","MRVL","AMDW","CIEN","AMD","CRWU","SMCX","AMZW","LITZ","SMCL","MUZ","LITX","AMDC","GOU","MSFC","DIPS","AVGC","NVDX","AMAA","CIEG","AMDL","NVDQ","SMCC","MSFW","NVDL","ANEL","MU","GOOL","AMUU","CRWV","MSFY","COHC","SMCI","AMDD","07788","ANET","CRDU","NVDO","CIEX","MSFL","NVDS","AVS","AMDY","AMDG","MSFX","CWII","AMZD","07388","AMZN","COHX","AMZZ","CWVX","GOOX","AVGX","LITG","AVGU","LITC","NVDA","GGLL","MUD","DELL","AVGW","COHQ","MVLL","AVGG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1121127740","title":"期权聚焦 | 超微电脑远月虚值Put大单押注深跌，IV处历史低位，看空资金为何提前埋伏？","url":"https://stock-news.laohu8.com/highlight/detail?id=1121127740","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121127740?lang=zh_cn&edition=fundamental","pubTime":"2026-09-15 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22:56","pubTimestamp":1789397764,"startTime":"0","endTime":"0","summary":"科技板块今日成为标普500指数中表现最差的领域，整体跌幅超过2%。——Coherent，股价暴跌11%。——慧与科技，同样下跌11%。——康宁，跌幅也达11%。——泰瑞达，下挫11%。——Lumentum Holdings Inc.，股价下滑8.5%。——超微电脑，同样下跌7.2%。——Marvell Technology，跌幅为7.1%。——思佳讯 ，下跌6.9%。——拉姆研究，跌幅达6.7%。——英特尔，下跌6.6%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE000M9KFDE8.USD","AIQ","TINY","LU1069347547.HKD","BK4575","LU0109391861.USD","LU0081259029.USD","LU0511384066.AUD","IE000F7OJYX1.SGD","LU1244550494.USD","LU2764263039.SGD","RDVY","LU1852331112.SGD","TEK","LU1066051811.HKD","RDVI","LU1720051017.SGD","LU0256863811.USD","SMCY","BK4147","LU1861220033.SGD","BK4550","SOXX","LITE","LU2896262040.SGD","LU2322448957.HKD","IETC","LU1066051498.USD","SMCI","INYY","LU0823434740.USD","LU1992135472.HKD","SGXZ80539844.SGD","LU1244550577.SGD","IE00BQXX3C00.GBP","IE000MB6IJN5.SGD","LU0742534661.SGD","LU0251131958.USD","IE00BQXX3F31.USD","LU0251132253.USD","LU2242649171.HKD","BK4579","LITG","LITU","LU2063271972.USD","LU1670628061.USD","IE00BSNM7G36.USD","LAZR","LU0251142724.SGD","BAI","LU0154236417.USD","LU0097036916.USD","LU2244417387.USD","KNOW","LU0210533765.USD","LU2272731865.HKD","INTW","LU1366333091.USD","LU0859254822.USD","LU2294711713.HKD","BK4141","LU2322448791.USD","LU2357305700.SGD","LU1144417596.USD","LU1642822529.SGD","SMYY","SINTCmain","LU0320765059.SGD","LU0157215616.USD","CHPS","BK4581","LINT","BK4020","IE00BQXX3D17.EUR","LU0289739343.SGD","LU2543165471.USD","LU0321505439.SGD","IE00BJJMRX11.SGD","LU1496350502.SGD","LU0476273544.USD","LU1267930730.SGD","BK4543","LU1670627923.USD","EGGY","LU0061475181.USD","LU2764262908.HKD","PSI","XNTK","LITX","LU2764263203.CNY","LU0205194284.USD","AIS","LU0942090050.USD","LU2357627491.SGD","SMCX","LU1066053197.SGD","IE00BKDWB100.SGD","ABFL","LU0868494617.USD","BK4535","LU0053671581.USD","LU0210536198.USD","LU1917777945.USD","LU0444973449.USD","LU0082616367.USD","LU0240877869.USD","IE0005OL40V9.USD","LU1804176565.USD","LU2089985449.USD","LU0823414478.USD","EPAI","LU0321505868.SGD","LU1815336760.USD","LU1861215975.USD","BOBP","BK4512","LU2106854487.HKD","LU2148611432.USD","LU2249611893.SGD","LUMA","LU1992135399.USD","LU0096362180.USD","BK4527","LU0957791311.USD","IE0000B7K699.USD","LU2360107168.USD","BK4605","LU0444971666.USD","BK4170","LU2506951792.HKD","RULE","LU0012050646.USD","IE00B5949003.HKD","BK4612","LU0106261612.USD","LU1548497426.USD","IE00B7KXQ091.USD","IE000WAW04H5.SGD","LU1815333072.USD","LU0823414551.USD","LU2931357623.SGD","TDV","BK4551","BK4515","IE00BFSS7M15.SGD","IE00BN29S564.USD","LITZ","LU2272731600.USD","INT","LU0708995401.HKD","SMCL","QQQA","COWG","FOTO","LU0256863902.USD","LU0240878834.USD","LU0672654240.SGD","LU2473716301.USD","LU1035773651.USD","BK4567","LU2023250504.SGD","LRCU","LU0274383776.USD","SG9999002232.USD","IE00B1BXHZ80.USD","LU1046421795.USD","LU2265009873.SGD","LU0048573561.USD","LU2290526834.HKD","BK4534","LU2272731782.SGD","LU2360106780.USD","CLSE","LITC","LRCC","QQQG","LU2023250843.SGD","LU2720916845.USD","BK4529","LU0149725797.USD","LU1674673691.USD","LRCX","IE00B775H168.HKD","FTXL","LU0719512351.SGD","LU1720051108.HKD","IE00BFSS8Q28.SGD","LU0957808578.USD","IE00BJJMRY28.SGD","IE0009356076.USD","LU1778281490.HKD","IE00BWXC8680.SGD","LU0048584097.USD","LU1244550221.USD","HK0000304805.HKD","IE000SO60NU8.SGD","LU1674673428.USD","IE000BZT7R73.USD","CNAV","LU0205193047.USD","LU2357125470.USD","SMCZ","LU0056508442.USD","BK4533","IE0004445015.USD","LU0823434583.USD","BK4602","LU1235294995.USD","HK0000304797.USD","LU0061474960.USD","BK4585","LU2250418816.HKD","LU0417517546.SGD","SG9999002224.SGD","BK4554","IE00B4JS1V06.HKD","SMCC","DRIV","LU0348723411.USD","LU1066051225.USD","TTEQ","LU1974910355.USD","IE00B1XK9C88.USD","BK4588","INTC","LU0187121727.USD","LU0868494708.USD","LU0289961442.SGD","LEGR","LU1823568750.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1175212845","title":"异动解读｜超微电脑盘中下跌6.56%，报36.95美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1175212845","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175212845?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 21:35","pubTimestamp":1789392900,"startTime":"0","endTime":"0","summary":"9月14日，超微电脑盘中下跌6.56%，报36.95美元/股，成交额1.88亿美元。超微电脑所在的电脑硬件、储存设备及电脑周边行业中，个股普遍走弱，其中闪迪跌6.82%，戴尔跌6.22%，希捷科技跌5.95%，西部数据跌5.8%，苹果涨0.17%。超微电脑是一家总部位于硅谷的加速计算平台供应商，主要提供应用优化的高性能服务器和存储系统，覆盖企业数据中心、云计算、人工智能、5G及边缘计算等市场。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187603705","title":"“大空头”Burry狠批AI巨头呼吁放缓研发：纯属自私自利，为IPO造势炒作，遮掩增长乏力困境","url":"https://stock-news.laohu8.com/highlight/detail?id=1187603705","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187603705?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 17:51","pubTimestamp":1789379463,"startTime":"0","endTime":"0","summary":"Michael Burry质疑OpenAI、Anthropic等AI巨头放缓AI发展的呼吁，并称这一推动“更多是为了自身利益”。Burry认为，OpenAI、Anthropic以及其他主要AI公司的相关呼吁，可能通过放缓快速发展的竞争来保护现有巨头。不过，OpenAI首席执行官Sam Altman表示，公司今年不会上市，当前进行IPO并不是合适的时机。Burry认为，这些警告也可能为“增长真正出现无法控制的放缓”提供掩护，因为相关公司的IPO似乎正在被推迟。上述言论正值多位知名AI行业人士呼吁放缓AI发展之际。","market":"us","thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQpg805ffqYtFs7-dZwF-KyzJ-cO0_5eLii5Cd3wSQBQw&s=10","type":0,"news_type":0,"thumbnails":["https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQpg805ffqYtFs7-dZwF-KyzJ-cO0_5eLii5Cd3wSQBQw&s=10"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"92a7f5f4aa264c2793397c9dc1d602d4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMDC","AMZZ","LITC","MSFW","LITX","NVDQ","AMDD","AMUU","AMZN","HPEL","GGLL","CRDO","MSFD","AMZG","GGLS","COHH","MSFU","CIEN","GOOX","AMDG","SMCY","NVDL","MUYY","NVC","COHQ","NVYY","NVD","NVDW","AMZW","SMCZ","CRWU","NVDX","AVGO","COHR","MRVU","07788","MVLL","GOOL","MUD","AMZP","NVDD","LITE","MSFO","COHX","MUU","AVGX","MSFC","CRWG","GOOY","CRWV","AMZO","AVL","GOGL","AMAA","07388","AMDL","NVDU","NVDB","DAMD","CRD","AVGU","NVDG","MSFL","SMCL","DLLL","DELL","NVDS","LITZ","LITU","SMYY","MUZ","AMDW","GOU","AMDY","AMZY","CWVX","SMCX","DIPS","AMD","GOOG","MSFT","CRDU","MRVL","MSFX","MRVX","HPE","MSFY","GOOGL","CRWX","AVS","CORD","NVDY","MUG","AVGC","GOOP","AVGW","AMZU","NVII","ANET","NVDO","MULL","AMYY","GOOW","SMCC","MU","AZYY","COHC","CWII","AMZD","CIEG","CIEX","NVDA","MIC","SMCI","LITG","ANV","ANEL","AVGG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1146244054","title":"异动解读｜超微电脑盘前下跌5.24%，报38.06美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1146244054","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146244054?lang=zh_cn&edition=fundamental","pubTime":"2026-09-14 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04:16","pubTimestamp":1789157772,"startTime":"0","endTime":"0","summary":"• 机构资金轮动至硬件和服务器基础设施板块，推动股价走高。\n• 高管演讲重申了强劲的需求和创纪录的AI在手订单。\n• 公司公布年度营收为390.6亿美元，净利润为22.0亿美元。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262164298-market-movers-smci-20260911","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4543","SMCZ","SMCL","LU1861215975.USD","BK4588","SMCI","SMYY","BK4585","SMCY","BK4170","SMCX","LU1861220033.SGD","LU0053671581.USD","SMCC"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1188056715","title":"异动解读｜超微电脑盘中上涨5.54%，2027财年营收指引大超预期提振股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1188056715","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188056715?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 22:23","pubTimestamp":1789136581,"startTime":"0","endTime":"0","summary":"9月11日，超微电脑盘中上涨5.54%，报39.45美元/股，成交额4.79亿美元。消息面上，公司最新公布的2026财年第四季度业绩显示，营收虽不及市场预期，但受毛利率改善推动，盈利表现好于预期。更为关键的是，公司给出的2027财年营收指引中值达685亿美元，显著高于此前华尔街约544亿美元的一致预期，同时重申约600亿美元积压订单规模，为未来增长提供较强可见度。同行业中，戴尔涨11.55%、慧与科技涨11.59%，AI服务器需求强劲信号带动板块整体走强。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"超微电脑异动拉升，2027财年营收指引大超预期","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666510610","title":"芯片，过热了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2666510610","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666510610?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 10:47","pubTimestamp":1789094826,"startTime":"0","endTime":"0","summary":"AI芯片正在变得越来越大，也越来越热","market":"us","thumbnail":"https://img3.gelonghui.com/3b1e5-c43faf30-e651-4b80-8bd2-4c141e4c8e43.jpg?guru_height=852&guru_width=1280&guru_size=268960","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/3b1e5-c43faf30-e651-4b80-8bd2-4c141e4c8e43.jpg?guru_height=852&guru_width=1280&guru_size=268960"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/6607393","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["LU0792757196.USD","BK4581","LU1023057109.AUD","SPWO","LU0889566641.SGD","TTEQ","EMC","AVSE","IE00BFXG0V08.USD","LU0158827781.USD","LU1048588211.SGD","LU2491049909.HKD","LU2750360641.GBP","TSMX","LU2271345857.HKD","LU0384037296.USD","LU2089284900.SGD","LU0316494557.USD","LU0359202008.SGD","IE00BQXX3F31.USD","SGXZ81514606.USD","BK4532","LU0541502299.USD","LU2237443549.SGD","TSMY","LU1316542783.SGD","EMM","LU0211327993.USD","LU1803068979.SGD","LU1989764664.SGD","SG9999000418.SGD","LU2211815571.USD","LU2087625088.SGD","LU2458330169.SGD","LU0823414478.USD","SMCX","LU2458330243.SGD","LU2506951792.HKD","LU0082616367.USD","LU0823421416.USD","TSMZ","LU0124676726.USD","LU0143863784.USD","LU0882747503.HKD","TWSC","AIQ","CHPX","LU0198837287.USD","BAI","LU2237443622.USD","LU0056508442.USD","TSMU","LU1861220033.SGD","LU2237443382.USD","LU1712237335.SGD","LU0689626769.HKD","LU0878004406.USD","LU1267930490.SGD","LU0348723411.USD","LU2663582299.SGD","LU0861579265.USD","LU1267930813.SGD","WUGI","LU1917777945.USD","CGDG","IE00BD6J9T35.USD","LU0889565833.HKD","CGIC","LU0158827948.USD","BK4526","LU0345770993.USD","TSM","LU1989764748.USD","LU1508157978.USD","SG9999004220.SGD","CGNG","LU0823414551.USD","LU0238689110.USD","LU2860962120.EUR","LU2089283258.USD","LU0264606111.USD","LU0572939691.SGD","LU0642271901.SGD","LU2471134952.CNY","ESIM","SMH","UMMA","LU2360106780.USD","ADVE","CGGO","LU2298321311.HKD","LU2491050154.USD","SGXZ99366536.SGD","LU0719512351.SGD","LU2247934214.USD","LU1623119135.USD","LU2360108059.USD","LU2106854487.HKD","LU0053671581.USD","IE00BHPRN162.USD","BK4170","IE00B3M56506.USD","LU0345770308.USD","LU0175139822.USD","LU0353189763.USD","BK4548","CWI","LU0965509101.SGD","LU1868837565.USD","LU2041044095.USD","IE00B5TLWC47.USD","BK4602","LU0823421333.USD","LU2054465674.USD","SMCI","SMCY","BLOX","LU2360032135.SGD","LU0109392836.USD","FDTX","IE00BYQQ9H92.USD","TINS","LU2211814178.USD","LU0965508806.USD","BK4533","LU2471134879.HKD","LU0359201612.USD","LU1989772923.USD","LU1861215975.USD","LU0488056044.USD","LU2357125470.USD","BK4605","LU1868837722.USD","CORO","KNOW","LU2491050071.SGD","LU2063271972.USD","LU0310799852.SGD","ASIA","BK4534","LU1934455277.USD","STSM","LU1868838027.USD","IE0004445239.USD","BK4543","LU0965509283.SGD","LU2111349929.HKD","LU0353189680.USD","IE00BQXX3D17.EUR","BK4612","LU0323591593.USD","LU1282649067.USD","LU1934455863.HKD","IE0004086264.USD","LU0359201885.HKD","IE0004091025.USD","BK4512","LU0541501648.USD","LU0143863198.USD","TSMG","SMCC","LU1974910355.USD","LU2237443978.SGD","LU2133065610.SGD","BK4503","LU2471134796.USD","LU2249611893.SGD","IE00BQXX3C00.GBP","LU0965509010.AUD","BK4550","AVEM","BK4141","CNEQ","LU2750360997.AUD","LU2028103732.USD","LU2125154778.USD","03145","BK4554","LU2125154935.USD","SGXZ51526630.SGD","LU2023251221.USD","TEK","SMCL","LU0878005551.USD","LU1037948897.HKD","LU1282649810.SGD","LU0211328371.USD","IE00BKPKM429.USD","LU1934455194.USD","SPTE","BK4588","LU2294711713.HKD","LU1037948541.HKD","LU1211504680.USD","AVXC","LU2471134523.USD","LU2543165471.USD","LU1323610961.USD","LU0094547139.USD","LU0072462343.USD","LU2023250504.SGD","LU2250418816.HKD","SMCZ","LU0289960550.SGD","IE00BZ199S13.USD","LU0572940350.SGD","BK4585","LU1852331112.SGD","LU1989772840.SGD","MEMX","SMYY","BK4591","BK4505","LU2092937221.SGD","BK4527"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1186501901","title":"期权聚焦 | SMCI远期42/44.5美元牛市价差获资金布局，大单整体偏多但IV仍处低位","url":"https://stock-news.laohu8.com/highlight/detail?id=1186501901","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186501901?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 09:03","pubTimestamp":1789088597,"startTime":"0","endTime":"0","summary":"当日SMCI期权市场出现一笔核心大单，交易者以5.48万美元净支出构建远期牛市看涨价差，整体大单资金呈现明确偏多格局，但当前隐含波动率仍处于较低区间。期权指标分析SMCI 当前隐含波动率为 71.60%，IV 百分位为 14.34%，处于较低区间，说明其隐含波动率在过去一段时间内相对偏低，当前期权定价整体较便宜。从全量大单情绪来看，SMCI当日大单资金呈现明确偏多格局，且看空一侧几乎没有有效对冲出现，说明主导资金态度较为一致。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["UUP","SMCZ","UDN","LU1861215975.USD","LU0053671581.USD","BK4585","SMCY","SMCC","BK4543","SMCX","SMCI","BK4588","SMCL","BK4170","LU1861220033.SGD","SMYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102696524","title":"异动解读｜超微电脑盘中上涨5.03%，戴尔财报引爆AI服务器需求预期叠加半导体板块集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1102696524","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102696524?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 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INC收报36.71美元，跌幅1.53%。当日SMCI期权市场呈现明显的卖出虚值Put主导格局，机构资金连续布局2026年和2028年到期的35美元行权价Put卖方，单笔最大成交达163.50万美元，整体大单情绪偏多，资金倾向于在下方关键价位收取权利金。大单交易一笔规模达163.50万美元的PUT卖出，是当日最突出的单腿大单，交易者卖出2028-01-21到期的35.0美元PUT，共1500张。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCC","BK4170","LU1861215975.USD","SMYY","SMCZ","BK4585","UUP","SMCI","UDN","SMCX","SMCY","BK4543","LU0053671581.USD","BK4588","LU1861220033.SGD","SMCL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2664862158","title":"这篇硅谷刷屏的文章，讲述了人类历史上第一次大规模AI失控的详细经过","url":"https://stock-news.laohu8.com/highlight/detail?id=2664862158","media":"01Founder","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664862158?lang=zh_cn&edition=fundamental","pubTime":"2026-09-01 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