海外消息热点
AI、半导体、消费电子和 Nasdaq 科技股监控台
近七天海外新闻、公司源、研究源和 X 账号池统一进入热点池。每条线索进入站内详情页，保留来源引用，并用中文摘要、关键点和影响说明辅助复盘。
生成 07/27 08:30窗口 7 天最近 07/27 08:26
推特观点
海外账号观点翻译与摘要
方案 A · API 自动解析抓取后自动调用 Qwen，生成中文翻译、摘要和投研观察；适合每天定时刷新。
方案 B · Codex 人工解析导出待解析推文，我按投研标准解析成 JSON 后导回站内；适合重点账号和异常行情。
Proxy scrape failed: X runtime bootstrap failed: X main JS URL not found
光模块 / 网络
当前分类最新线索
高热AI infrastructure · AI 算力基础设施Quiver Quantitative · Quiver 量化数据07/27 01:35
Broadcom Stock (AVGO) Opinions on AI Chip Supply Chain Deals - Quiver Quantitative
Broadcom Stock (AVGO) Opinions on AI Chip Supply Chain Deals Quiver Quantitative
跟踪AI infrastructure · AI 算力基础设施simplywall.st07/25 20:32
How Samsung’s US$200 Billion Chip Deal Will Impact Broadcom (AVGO) Investors - simplywall.st
How Samsung’s US$200 Billion Chip Deal Will Impact Broadcom (AVGO) Investors simplywall.st
跟踪AI infrastructure · AI 算力基础设施Stocktwits07/25 04:05
AVGO Stock Drops After-Hours After Q3 Revenue Outlook Fails To Impress - Stocktwits
AVGO Stock Drops After-Hours After Q3 Revenue Outlook Fails To Impress Stocktwits
观察AI infrastructure · AI 算力基础设施Yahoo Finance · 雅虎财经07/24 15:16
Broadcom (AVGO) Lands At The Center Of A $35 Billion AI Financing Trade - Yahoo Finance
Broadcom (AVGO) Lands At The Center Of A $35 Billion AI Financing Trade Yahoo Finance
观察AI infrastructure · AI 算力基础设施Yahoo Finance · 雅虎财经07/21 22:07
Marvell Technology (MRVL) Rises With AI Chip Rally As Valuation Questions Return - Yahoo Finance
Marvell Technology (MRVL) Rises With AI Chip Rally As Valuation Questions Return Yahoo Finance
AI infrastructureAI 算力基础设施
109AI accelerators, GPU clusters, model training, inference, cloud capex.
GOOGLAMZNMETAAVGOAMDORCLMRVL
StocktwitsWells Fargo Says Building AI Is Getting More Expensive — Here's Why It Hiked Price Targets For GOOGL, AMZN And META - StocktwitsQuiver Quantitative · Quiver 量化数据Broadcom Stock (AVGO) Opinions on AI Chip Supply Chain Deals - Quiver QuantitativeStartup FortuneAMD delivered better stock returns than Nvidia in H1 2026 but the AI chip war is far from over - Startup Fortune
Semicap equipment半导体设备
12Lithography, deposition, etch, metrology, advanced packaging equipment.
AMATLRCXKLACASMLONTO
Asianet NewsableAMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump - Asianet NewsableMoomoo · 富途资讯Earnings Season Options Strategy | Upstream Semiconductor Sector: AMAT/KLAC/LRCX – Who Will Secure More Orders? - MoomooAD HOC NEWS · 临时财经新闻ASML's Valuation Check: Not Cheap, Not Overpriced, but Caught in a Sector Mood Swing - AD HOC NEWS
Memory and HBM存储与 HBM
19DRAM, NAND, HBM supply, pricing and AI memory bottlenecks.
MU
TradingView · TradingView 图表社区Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race? - TradingViewBinanceSK Hynix Seen Posting Record Q2 Operating Profit on HBM Demand - BinanceTradingKey · TradingKey 投资资讯Micron Technology Inc Stock (MU) Moved Down by 5.50% on Jul 24: A Full Analysis - TradingKey
Foundry supply chain晶圆代工供应链
15TSMC, advanced nodes, CoWoS, substrates, export controls and capacity.
INTCTSM
Yahoo! Finance Canada · 雅虎财经加拿大Intel (INTC) Teams With Lens Technology On AI Chip Packaging - Yahoo! Finance CanadaTradingKey · TradingKey 投资资讯Intel Lands a Preliminary Apple Chip Deal and an SK Hynix Packaging Partnership — Is INTC Still a Buy at $124? - TradingKeyTradingView · TradingView 图表社区Intel AI and Foundry Trends Could Shape INTC Growth in Coming Years - TradingView
Consumer electronics消费电子
14Apple, Android, PC, AR hardware, smartphone and device supply chain.
QCOMDELL
AppleMagazineOLED Macs: What We Know About the Display Transition - AppleMagazine - AppleMagazinesimplywall.stHow Investors Are Reacting To QUALCOMM (QCOM) Chip Price Hikes Amid Supply Chain Pressures - simplywall.stexplosion.comApple’s OLED iPad Mini Is Coming, But Expect to Pay More - explosion.com
AI software platformsAI 软件平台
11Cloud AI, copilots, enterprise software, model platforms and developer tools.
NOWMETA
Nasdaq risk pulseNasdaq 风险脉搏
40Rates, mega-cap earnings, Nasdaq flows, options, valuation and macro pressure.
AAPLGOOGLTSLAMSFTMETAAMZNNVDA
TradingView · TradingView 图表社区S&P 500, Dow Snap Three-Day Losses, Nasdaq Ends Best Day In Three Weeks As Earnings Take Centerstage — GOOGL, AAPL, AMD, TSLA, DIS In Focus - TradingViewTechStock²Microsoft’s (NASDAQ:MSFT) AI investment of $40 billion scrutinized ahead of earnings - TechStock²TechStock²Meta Platforms (NASDAQ:META) Shares Swung $44 as AI Investments Confront Advertising Trial - TechStock²
监控源
新闻与研究抓取源
SemiAnalysis · SemiAnalysis 半导体研究research0 条暂无
TechCrunch AInews8 条07/27 08:19
The Verge · The Verge 科技媒体news10 条07/27 03:36
Ars Technica · Ars 科技评论news4 条07/25 18:45
NVIDIA Blog · 英伟达博客company1 条07/23 21:00
CNBC Technology · CNBC 科技market15 条07/25 06:43
MarketWatch Headlines · 市场观察头条market0 条暂无
Google News: AI infrastructure · Google 新闻：AI 算力基础设施query40 条07/27 01:35
Google News: semicap · Google 新闻：半导体设备query17 条07/24 11:30
Google News: HBM memory · Google 新闻：HBM 存储query29 条07/26 17:10
Google News: foundry · Google 新闻：晶圆代工query17 条07/27 03:09
Google News: consumer electronics · Google 新闻：消费电子query15 条07/26 22:54
Google News: Nasdaq tech · Google 新闻：Nasdaq 科技query15 条07/22 06:02
Google News: AI software · Google 新闻：AI 软件query11 条07/26 12:09
Google News: export controls · Google 新闻：出口管制query4 条07/26 22:00
Google News: tech earnings · Google 新闻：科技股财报query34 条07/26 23:57
X 账号池
核心分析师与科技源
Yole Group@Yole_Group半导体研究TechInsights@TechInsightsInc技术洞察SEMI@SEMI_org半导体协会Semiconductor Industry Association@SIAAmerica半导体协会Semiconductor Engineering@SemiEngineering半导体工程The Information@theinformation科技深度报道DigiTimes Asia@DigiTimesAsiaelectronics supply chainThe Transcript@TheTranscript_earnings transcript highlights
完整账号池
200 个海外科技与市场监控账号
@PatrickMoorheadanalyst科技行业分析师@IanCutressresearch半导体技术专家@danielnewmanUVanalyst科技趋势分析师@DivesTechanalyst科技股分析师@munster_geneanalyst科技投资分析师@Beth_Kindiganalyst科技投资分析师@mingchikuoanalyst苹果供应链分析师@markgurmanjournalistApple记者@EdLudlowjournalistBloomberg科技记者@stratecheryresearch科技战略分析师@bgurleyinvestorBenchmark VC@rowancheungmediaAI日报创始人@swyxbuilderAI开发者@nearcyanbuilderAI评论员@bentossellmediaAI投资人@simonwbuilderLLM开发者@amasadbuilderReplit CEO@vergemedia科技新闻媒体@TechCrunchmedia创业科技媒体@WIREDmedia科技文化媒体@technologymedia彭博科技@businessmedia彭博商业@marketsmedia彭博市场@ReutersTechmedia路透科技@WSJTechmedia华尔街日报科技@WSJmarketsmedia华尔街日报市场@FTTechNewsmediaFT科技@TheTerminalmedia彭博终端@CNBCmediaCNBC财经@SquawkCNBCmediaCNBC早间节目@CNBCOvertimemediaCNBC盘后节目@MarketWatchmedia市场观察@YahooFinancemedia雅虎财经@InvestorPlacemedia投资媒体@SeekingAlphamedia股票分析@MorningstarIncresearch晨星研究@FactSetresearch金融数据@SPGlobalresearch标普全球@Nasdaqmarket纳斯达克@CBOEmarket期权交易所@OptionsHawkinvestor期权数据@unusual_whalesmarket异常期权流@SpotGammamarket期权gamma@KoyfinChartsmarket金融图表@bespokeinvestresearch投资研究@DataTrekMBresearch市场研究@TheStalwartjournalistBloomberg记者@lisaabramowicz1journalistBloomberg记者@zerohedgemedia金融评论@iFixitmediahardware teardowns@tomshardwaremedia硬件新闻@anandtechmedia硬件评测@ServeTheHomemedia服务器硬件@pcpermediaPC硬件评测@wccftechmedia硬件泄露@VideoCardzmedia显卡新闻@GamersNexusmediahardware testing@HardwareUnboxedmediaPC hardware@LinusTechmediahardware products@9to5macmediaApple ecosystem@MacRumorsmediaApple news@vergecastmediaconsumer tech@AndroidAuthmediamobile devices@gsmarena_commediasmartphones@DisplaySupplyresearch显示器研究@trendforceresearch市场研究@CounterPointTRresearch市场研究@Canalysresearch市场研究@IDCresearch市场研究@Gartner_incresearch咨询研究@OmdiaHQresearch科技研究@Yole_Groupresearch半导体研究@TechInsightsIncresearch技术洞察@SEMI_orgresearch半导体协会@SIAAmericaresearch半导体协会@semiconductormedia半导体资讯@SemiEngineeringmedia半导体工程@EETimesmedia电子工程时报@EEJournalTFMmedia电子工程期刊@ElectronicsNewsmedia电子新闻@Hackadaymediahardware engineering@IEEEorgresearchIEEE协会@IEEESpectrummediaIEEE Spectrum@acmqueueresearchACM Queue@arstechnicamediaArs Technica@semaformedia新闻媒体@theinformationmedia科技深度报道@protocolmedia科技新闻@platformermedia科技平台新闻@BigTechnologymedia科技newsletter@TMTMoatsinvestorTMT投资分析@hhhypergrowthinvestor增长投资@FromValueinvestor价值投资@TickerHistorymarket股票数据@compound248investor投资评论@modestproposal1investor金融评论@jaminballinvestor云软件VC@muji786investor投资观察@chamathinvestorSocial Capital创始人@DavidSacksinvestorCraft Ventures@friedberginvestor创业投资人@jasoninvestor天使投资人@todd_harrisonmarket期权交易员@hmeislermarket技术分析师@RyanDetrickmarket市场策略师@LizAnnSondersmarket投资策略师@elerianmmarket知名经济学家@biancoresearchresearch宏观研究@TimmerFidelitymarketFidelity策略师@charliebilellomarket投资策略@SoberLookmarket宏观图表@MishGEAmarket宏观分析师@allstarchartsmarket图表分析师@sentimentradermarket市场情绪@SteveSosnickmarket期权策略@Peter_Atwatermarket社会情绪分析@dampedspringmarket宏观评论@AndreasStenomarket宏观分析师@conorsenmarket宏观经济学家@BobEUnlimitedmarketmacro and liquidity@KobeissiLettermediamacro and market news@MacroAlfmarketmacro@PythiaRresearchAI and tech markets@semianalysis_researchAI infrastructure@DigiTimesAsiamediaelectronics supply chain@NikkeiAsiamediaAsia supply chain and semis@SCMPNewsmediaChina technology policy@caixinmediaChina tech and macro@businessinsidermediatechnology and markets@axiosmediabusiness and tech@AxiosProRatamediadeals and tech@DeItaonemediamarket headlines@FirstSquawkmediamarket headlines@Newsquawkmediamarket headlines@OpenOutcriermarketmarket headlines@tier10kmarketmarket structure@AlphaSenseIncresearchearnings and research workflow@Quartr_Appresearchearnings calls and IR@bamsecresearchSEC filings@TheTranscript_researchearnings transcript highlights@EarningsWhispermarketearnings calendar and surprises@CEOBrief_Botmediacompany headlines
当前分类5
中文详情0
高热线索1
覆盖标的2