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China IT 2023-06-01 12:03 財經茄呢啡 互聯網概念股集體走強,科大訊飛漲停,金山辦公漲逾10%,美團-W漲超4%,騰訊控股、快手-W、廣聯達等漲超3%。
China IT 2023-05-30 12:08 財經茄呢啡 港股異動|蘋果概念股普跌IPHONE高端手機降價:舜宇光學跌超6%,丘鈦科技跌4%,高偉電子、瑞聲科技跌超3%。據多家渠道門店了解到,線下蘋果授權商啟動一輪蘋果手機降價促銷。深圳華強北蘋果授權店IPHONE14PRO系列最高優惠650元。蘋果授權經銷商SUNPIEIPHONE14PRO系列降700元。業內人士分析稱,上述渠道商是蘋果授權經銷商,此次降價銷售或是蘋果授權。如今中國手機市場競爭強烈,蘋果手機降價是為了搶占更多市場份額。
China IT 2023-05-30 12:08 財經茄呢啡 該股為光伏,儲能,手機產業鏈概念熱股,當日光伏概念上揚 2.35%,儲能概念上揚 1.25%,手機產業鏈概念上揚 0.46%。
China IT 2023-05-30 12:07 財經茄呢啡 投資者擔憂日本晶片行業出口受阻,刺激獲利盤湧現,電子類股受壓。日經指數昨終止連續8天的升勢,收市微跌0.4%。東證指數抹去原本的升幅,昨收市跌近0.7%。在港掛牌的內地晶片股昨亦普遍下降,中芯國際跌6.4%、華虹半導體跌4.6%、上海復旦跌近2%。
China IT 2023-05-30 12:07 財經茄呢啡 隔夜費城半導體指數大漲近7%,受此激勵,重量級晶片股三星電子和SK海力士分別上升2.03%和5.41%。
China IT 2023-05-27 08:58 財經茄呢啡 台積電正規劃與博世(Bosch)、英飛凌(Infineon)等廠商在德國德勒斯登建廠,總投資額可達100億歐元,惟尚未定案。德勒斯登是歐洲半導體廠商的集中地,當地有400家與半導體相關的廠商,晶片產量佔全歐盟約三成。
China IT 2023-05-27 08:58 財經茄呢啡 台積電擬德國建車用晶片廠,希望爭取德國政府最高50%的建廠開支補貼,預計8月作出建廠決定,未來新廠將專攻車用晶片,因為汽車工業對晶片需求相當龐大,而且歐洲屬造車核心地區。
China IT 2023-05-27 08:57 財經茄呢啡 阿里巴巴(9988)今年六大業務計劃增聘1.5萬名員工,當中學校招聘超過3000人。截至3月底,阿里總員工數目超過23.5萬人,按季減少4524人;若去年全年,阿里員工數目合共減少1.95萬人。
China IT 2023-05-25 11:56 財經茄呢啡 該行相信由於成本控制,內地互聯網行業在首季的利潤表現最為強勁,很大程度上有幫推動指數首季利潤提升。至於過去一個月利潤調高最多的行業包括航空和機場、餐飲和交通運輸業,而降低最多的行業包括數據中心、風力發電和半導體業。另一方面,瑞銀指4月份宏觀數據較預期差,預估隨著大宗商品價錢下挫,可提高公司的毛息口,利潤趨勢將持續改善。瑞銀仍睇好中國股市,相信估值不高,且已反映了投資者對提升及地緣政治的大部分擔心。
China IT 2023-05-25 11:56 財經茄呢啡 互聯網科技股集體下行,小米集團跌3.35%,百度集團跌2.46%,網易跌2.44%,阿里巴巴跌2.35%,京東集團跌2.24%,美團跌1.81%,騰訊控股跌0.95%。
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