腾讯“造芯”避开英伟达_老虎社区_美港股上老虎

腾讯“造芯”避开英伟达

中国经营网06-06

在2026年的资本市场上，没有什么比“芯片”二字更能撩动投资者的神经。从英伟达到AMD，芯片巨头们的股价伴随着全球对算力的饥渴一路狂飙。　　2026年，美股费城半导体指数年内暴涨近80%，A股半导体指数普遍涨幅超过30%。与此形成鲜明对比的是，互联网公司股价大部分在今年出现了较大回撤，即使是业绩稳健增长的腾讯，股价也从年内的高点到现在的最大跌幅已超过30%。　　在这场通用算力的狂欢中，5月底，腾讯...

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Trendy_3284
·06-06
资本是逐利的，美债收益率比99.99%的上市公司的股息都香啊
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也就是说，市场不缺 “科技故事”，缺的是 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03:44","market":"us","language":"zh","title":"腾讯“造芯”避开英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2641128978","media":"中国经营网","summary":"在2026年的资本市场上，没有什么比“芯片”二字更能撩动投资者的神经。从英伟达到AMD，芯片巨头们的股价伴随着全球对算力的饥渴一路狂飙。2026年，美股费城半导体指数年内暴涨近80%，A股半导体指数普遍涨幅超过30%。与此形成鲜明对比的是，互联网公司股价大部分在今年出现了较大回撤，即使是业绩稳健增长的腾讯，股价也从年内的高点到现在的最大跌幅已超过30%。","content":"<div>\n<p>在2026年的资本市场上，没有什么比“芯片”二字更能撩动投资者的神经。从英伟达到AMD，芯片巨头们的股价伴随着全球对算力的饥渴一路狂飙。　　2026年，美股费城半导体指数年内暴涨近80%，A股半导体指数普遍涨幅超过30%。与此形成鲜明对比的是，互联网公司股价大部分在今年出现了较大回撤，即使是业绩稳健增长的腾讯，股价也从年内的高点到现在的最大跌幅已超过30%。　　在这场通用算力的狂欢中，5月底，腾讯...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202606063762331668.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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\" 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.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腾讯“造芯”避开英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-06 03:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202606063762331668.html><strong>中国经营网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在2026年的资本市场上，没有什么比“芯片”二字更能撩动投资者的神经。从英伟达到AMD，芯片巨头们的股价伴随着全球对算力的饥渴一路狂飙。　　2026年，美股费城半导体指数年内暴涨近80%，A股半导体指数普遍涨幅超过30%。与此形成鲜明对比的是，互联网公司股价大部分在今年出现了较大回撤，即使是业绩稳健增长的腾讯，股价也从年内的高点到现在的最大跌幅已超过30%。　　在这场通用算力的狂欢中，5月底，腾讯...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202606063762331668.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) 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