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Samsung, SK Hynix shares leap after OpenAI chip deal
Yahoo Finance· 2025-10-02 08:21
SEOUL (Reuters) -Shares of South Korea's Samsung Electronics jumped 4.7% and SK Hynix soared 12% on Thursday, bolstered by a deal with OpenAI to support the ChatGPT maker's expansive Stargate artificial intelligence data centre project. The partnership, announced late on Wednesday, sent Samsung shares to their highest in more than four years and SK Hynix to an all-time high, adding $37 billion to their combined market capitalisation. Their rally also propelled the benchmark KOSPI index more than 3% to ...
圣邦股份拟港股IPO 全球化战略迈出关键一步
中国证券报· 2025-10-02 08:21
圣邦股份9月29日公告称,公司已于9月28日向香港联交所递交公开发行境外上市股份(H股)并在香港联交所主板挂牌上市的申请,并 于同日在香港联交所网站刊登本次发行并上市的申请资料。 圣邦股份有关负责人在接受中国证券报记者采访时表示,赴港上市是公司全球化战略布局的关键一步,公司将以在港交所上市为新起 点,进一步提升国际化品牌形象,多元化融资渠道,吸引并集聚更多优秀的研发与管理人才,从而进一步提升公司核心竞争力。 深耕高性能模拟集成电路及传感器 圣邦股份成立于2007年,是领先的综合模拟集成电路(IC)公司。公司研发并销售具备传感、放大、转换及驱动等功能的高性能模拟 集成电路及传感器。 根据弗若斯特沙利文的资料,2014年至2024年,公司营收以26.2%的复合年增长率增长,远超中国模拟集成电路市场9.7%的复合年增长 率。 招股书显示,2022年、2023年、2024年及2025上半年,圣邦股份分别实现营收31.88亿元、26.16亿元、33.47亿元及18.19亿元;同期, 公司净利润分别为8.58亿元、2.7亿元、4.91亿元及1.94亿元。 持续技术创新研发投入较高 招股书显示,圣邦股份拟通过此次发行提升研 ...
圣邦股份拟港股IPO,全球化战略迈出关键一步
中国证券报· 2025-10-02 08:15
圣邦股份(300661)9月29日公告称,公司已于9月28日向香港联交所递交公开发行境外上市股份(H股)并在香港联交所主板挂牌上市 的申请,并于同日在香港联交所网站刊登本次发行并上市的申请资料。 圣邦股份有关负责人在接受中国证券报记者采访时表示,赴港上市是公司全球化战略布局的关键一步,公司将以在港交所上市为新起 点,进一步提升国际化品牌形象,多元化融资渠道,吸引并集聚更多优秀的研发与管理人才,从而进一步提升公司核心竞争力。 深耕高性能模拟集成电路及传感器 圣邦股份成立于2007年,是领先的综合模拟集成电路(IC)公司。公司研发并销售具备传感、放大、转换及驱动等功能的高性能模拟 集成电路及传感器。 根据弗若斯特沙利文的资料,2014年至2024年,公司营收以26.2%的复合年增长率增长,远超中国模拟集成电路市场9.7%的复合年增长 率。 招股书显示,2022年、2023年、2024年及2025上半年,圣邦股份分别实现营收31.88亿元、26.16亿元、33.47亿元及18.19亿元;同期, 公司净利润分别为8.58亿元、2.7亿元、4.91亿元及1.94亿元。 | | | 截至12月31日止年度 | | 截至6 ...
Embrace the tape Q3 winners can still rally, says Jim Cramer
Youtube· 2025-10-02 07:57
[Music] [Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to cray make friends.I'm just trying to make you a little bit of money. My job is not just to entertain, but I'm trying to teach, trying to educate you about stocks. So, call me at 1800 743 CBC. Tweet me at Jim Kramer.You can tell an awful lot about a market by looking at the winners and losers of a quarter that was just put to bed. Right now, the news of the day is all about that government shutdown and its implications. But to me, the shutdown ...
Government Shutdown, Government Shmutdown
ZACKS· 2025-10-02 07:46
市场指数表现 - 道琼斯指数上涨43点,涨幅0.09% [3] - 标普500指数首次突破6700点,上涨22点,涨幅0.34% [3] - 纳斯达克指数表现最佳,上涨95点,涨幅0.42%,创下22755点的新高 [3] - 小盘股罗素2000指数上涨5点,涨幅0.24%,但仍未突破9月18日的历史高点 [3] 人工智能科技板块动态 - 英伟达成为首家市值达到4.5万亿美元的公司,股价今日继续上涨 [1] - 人工智能领域的交易势头被证明是强大的市场催化剂 [1][7] 黄金市场表现 - 黄金价格创下每盎司3895美元的历史新高,年内涨幅达45% [2] - 盘中黄金价格一度达到每盎司3915美元的高点 [2] 经济数据与影响 - ADP报告显示上月私营部门就业人数减少3.2万 [4] - 9月ISM制造业采购经理人指数为49.1%,较预期高出10个基点,较8月上升40个基点 [4] - 9月标普全球制造业PMI维持在52.0,与上月和预期一致 [4] - 8月建筑支出数据因政府停摆而延迟发布,分析师预测当月数据将降至-0.2% [5] - 由于政府部门关闭,每周失业救济金申请数据和8月工厂订单数据将不会发布 [6] 公司特定消息 - 特斯拉因电动汽车税收抵免政策到期,预计将迎来今年最佳的交付表现 [1] - 辉瑞公司与美国总统达成一项有利协议后,股价上涨 [7]
Deutsche Bank and Mizuho Raise Price Target on ASML Holding N.V. (ASML)
Yahoo Finance· 2025-10-02 07:39
With significant upside potential, ASML Holding N.V. (NASDAQ:ASML) secures a spot on our list of the 13 Best Quality Stocks to Buy According to Hedge Funds. Deutsche Bank and Mizuho Raise Price Target on ASML Holding N.V. (ASML) Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process. On September 30, 2025, with a Buy rating, Deutsche Bank increased its price target for A ...
Stock market today: S&P 500, Nasdaq futures rise as AI optimism grows, while Dow stalls amid US shutdown
Yahoo Finance· 2025-10-02 07:03
US stock futures rose on Thursday, eyeing fresh records as OpenAI (OPAI.PVT) buzz buoyed techs and blotted out the prospect of a US government shutdown with no end in sight. Nasdaq 100 futures (NQ=F) moved up 0.5%, while S&P 500 futures (ES=F) added 0.2%. Contracts on the Dow Jones Industrial Average (YM=F), which includes fewer tech stocks, wavered along the flat line. The S&P 500 (^GSPC) scored a fresh all-time high on Wednesday, closing above 6,700 for the first time, as investors focused on a fall i ...
Stock market today: S&P 500, Nasdaq futures rise as AI optimism blots out US shutdown
Yahoo Finance· 2025-10-02 07:03
US stock futures rose on Thursday, eyeing fresh records as OpenAI (OPAI.PVT) buzz buoyed techs and blotted out the prospect of a US government shutdown with no end in sight. Nasdaq 100 futures (NQ=F) moved up 0.5%, while S&P 500 futures (ES=F) added 0.3%. Contracts on the Dow Jones Industrial Average (YM=F), which includes fewer tech stocks, wavered along the flat line. The S&P 500 (^GSPC) scored a fresh all-time high on Wednesday, closing above 6,700 for the first time, as investors focused on a fall i ...
美股异动|美光科技股价狂飙创历史新高 需求激增引领存储芯片涨价潮
新浪财经· 2025-10-02 06:48
近期,美光科技在市场上的抢眼表现背后,是一系列利好因素的综合作用。首先,美光科技宣布存储产 品价格将上涨20%-30%,并从9月12日起暂停报价一周。此举迎合了市场对存储芯片的强劲需求,特别 是在AI技术快速发展的背景下,存储芯片的需求明显增加,供需失衡现象愈发明显。行业分析认为, 全球存储芯片市场正在经历新一轮价格上涨,而这种趋势预计将延续至2026年第二季度。 美光科技近日的股价表现如同一匹脱缰的骏马。10月1日,美光科技强势拉升,单日涨幅达8.86%,创 下历史新高。这家存储芯片巨头已经连续四天上涨,期间股价累计涨幅达16.14%,成为市场上炙手可 热的明星。 来源:市场资讯 这一波涨价潮不仅反映在美光科技的策略中,其他行业巨头也纷纷跟进。闪迪此前已宣布上调产品价格 超10%,三星电子也表示其部分存储产品价格将上涨15%至30%。从行业整体来看,存储芯片市场正迎 来近年来最为火热的增长期,供应商和渠道商均积极调整策略以应对新一轮的市场变化。 (来源:美股情报站) 在全球经济复杂多变的背景下,存储芯片受到技术迭代和地缘政治多重因素的影响,市场表现异常抢 眼。美光科技作为行业领头羊,其股价连创新高不仅是自身 ...
Intel: Be On The Safe Side And Trim (Rating Downgrade) (NASDAQ:INTC)
Seeking Alpha· 2025-10-02 06:39
Intel Corporation's ( INTC ) shareholders faced quite a volatile performance through the last five years, with INTC's stock price falling below $20 per share this year. My past articles dived into some of the problems INTC wasWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most a ...