Wafer-scale computing has won a place inside OpenAI. At a much lower share price, the harder question is how much of that technical success will reach shareholders.
市场监测
信号榜首
信号 →- 1 Everpure, Inc. 0.71
- 2 Visa 0.52
- 3 NetApp 0.47
- 4 Cisco Systems 0.43
- 5 RELX plc 0.43
信号截至 2026-10-13
异常期权榜首
期权 →- 1 Tower Semiconductor 7.3×
- 2 Eaton 5.9×
- 3 nVent Electric 3.5×
- 4 SK Hynix 3.0×
- 5 Vertiv 2.6×
期权截至 2026-10-28
研究
全部研究 →- 深度研究 · 2026-10-13 芯片需求没有崩，动摇的是“谁来买单”
- 深度研究 · 2026-10-12 Meta的AI在赚钱，但账单涨得更快
- 深度研究 · 2026-10-07 Arm是机会还是陷阱？生意一流，价格已提前兑现五年
- 深度研究 · 2026-10-07 Gemini 4 Argon 能拯救谷歌吗？
- 深度研究 · 2026-10-02 AAOI versus Credo: who keeps the profit from AI connectivity?
- 深度研究 · 2026-10-01 Micron Technology Investment Deep Dive
最新文章 2026-10-26
异动
信号 →信号翻转
- Meta Platforms short · flipped bullish 0.59
- NVIDIA short · flipped bullish 0.54
- Visa short · flipped bullish 0.52
- Qualcomm short · ↓ conviction 0.47
- Lumentum Holdings short · flipped neutral 0.44
信号截至 2026-10-13
已公布
新闻 →头条
- Samsung reports record quarterly revenue and memory profit Samsung Semiconductor Newsroom
- Alphabet reports third-quarter results as Google Cloud revenue doubles Yahoo Finance (MT Newswires)
- Federal Reserve holds its target rate; two officials dissent Federal Reserve
最新报道 2026-10-29 00:00 UTC
刚刚公布
- amphenol · 2026Q4 每股收益超预期 · 营收超预期
- eqix · 2026Q4 每股收益超预期 · 营收超预期
- everspin · 2026Q4 每股收益符合预期 · 营收超预期
最近一次财报 2026-10-28
预定
日历 →经济数据发布
- 2026-10-29 Weekly Jobless Claims 194,000K
- 2026-10-29 Gross Domestic Product $24,611.077B
- 2026-10-29 Personal Income & Outlays (PCE) 132.257
最新公布值 2026-10-29