The U.S. economy grew at a 3.8% annual rate in the second quarter, its fastest pace since the third quarter of 2023 and above the long-term trend.That marked a sharp rebound from the first quarter's 0.5% contraction, when tariff fears curbed business activity. The acceleration contrasts with softer summer labor readings that signaled some cooling.With days left in the fiscal year and no full-year funding or stopgap deal, the government could shut down at 12:01 a.m. Oct. 1, stalling services, furloughing wor ...

行情速递 ①主板领涨，中嘉博创(+10.03%)/深华发A (+10.03%)/蓝黛科技(+10.00%)/遥望科技 (+9.98%)/金海通(+7.07%)/ ④集微网，冠石科技拟定向募资7亿元/其中5.3亿元将用于光掩膜版制造项目 建设/1.7亿元用于补充流动资金/此举标志着公司在半导体关键材料领域的布 局进一步深化/旨在加快中高阶掩膜版技术突破与产能建设/ ②创业板领涨，联动科技(+16.15%)/有棵树(+8.70%)/聚飞光电(+8.41%)/ ③科创板领涨，品茗科技(+20.00%)/赛微微电(+17.99%)/晶合集成(+16.63%)/ ④活跃子行业，SW半导体设备(+0.18%)/SW教育出版(+0.10%)/ 国内新闻 ①半导体投资联盟，速腾聚创库獁科技建立了战略合作伙伴关系/未来三年内 将采购120万颗固态或数字化机械式激光雷达/用于高端智能割草机器人的感 知系统开发/ ②集邦Display，京东方精电宣布/越南车载显示基地实现首个全流程产品成 功点亮/并预计基地在今年底实现规模化量产/主要研发生产高端车载显示产 品及整机显示系统等汽车座舱产品/设计月产能5万片模组/ ③集邦化合物半导体 ...

Generating dividend income from stocks is a great way to stay invested in the market while boosting your passive income stream.Dividend stocks and exchange-traded funds (ETFs) with high yields are excellent ways to generate passive income. But even a high-yield passive income stream doesn't look all that impressive when the S&P 500 (^GSPC 0.59%) is notching big-time returns.Therefore, the best way to approach investing in dividend stocks and dividend-paying ETFs isn't to try to beat the market in a given ye ...

These stocks have reacted to AI in surprising ways, but investors should also consider their future prospects.As tech investors have observed, artificial intelligence (AI) propelled many stocks higher since the release of OpenAI's GPT-4. Thanks to the gains sparked by this technology, several individual stocks and the stock indexes reached record highs in recent trading sessions.This has to many AI stocks setting new all-time highs. Also, Grand View Research forecasts a 32% compound annual growth rate (CAGR ...

上半年营收7.02亿，已超去年全年水平，毛利率稳定在70%左右。 | 作者 | | 小鑫 | | --- | --- | --- | | 编辑 | | 小白 | 9月26日，摩尔线程IPO成功过会，标志着我国AI/GPU芯片产业进入加速发展阶段。 STE INFORMAN FILTY 数据来源：摩尔线程招股书 | 制图：市值风云APP 摩尔线程:全功能GPU芯片设计公司,2025年9月过会 募资80亿元用于新一代AI/图形/SoC芯片研发 " 公司基本情况 公司全称 摩尔线程智能科技(北京)股份有限公司 2020.6.11 成立时间 2025.9.26 过会时间 实际控制人 张建中(合计控制36.36%股份) 控股股东 无单一持股30%以上股东,公司无控股股东 注册地址 北京市海淀区翠微中里14号楼四层B655 l ~ 最新业绩表现 营收高速增长 | | | 2024年营收 +253.9% 7.02亿 2025年H1营收 已超2024全年 | 毛利率变动轨迹 | | --- | | 期间 | 综合毛利率 | | --- | --- | | 2022年 | -70.08% | | 2023年 | 25.87% ...

Are investors falling out of love with Astera Labs stock?Astera Labs (ALAB -1.43%) stock got hit with a double-digit sell-off across this week's trading. The company's share price fell 19.3% over the period. Meanwhile, the S&P 500 and the Nasdaq Composite declined 0.3% and 0.7%, respectively. While there wasn't any fresh, business-specific news behind Astera Labs' sell-off this week, the company's valuation headed lower in response to widespread valuation concerns that impacted the market. Declines for the ...

Yole Group 集团副总裁兼首席战略顾问黄茂原 报告显示，全球RF前端设备市场正呈现"全领域扩张"态势，2024年市场规模已达513亿美元，预 计到2030年将增长至697亿美元，2024-2030年复合年增长率（CAGR）为4.5%。 如果您希望可以时常见面，欢迎标星收藏哦~ 9 月 26 日 ， 在 2025 国 际 RF-SOI 论 坛 上 ， Yole Group 集 团 副 总 裁 兼 首 席 战 略 顾 问 黄 茂 原 （ Gary Huang）以"SOl如何塑造全球射频市场"为题进行了精彩分享，通过多维度数据拆解RF市场规模、 细分领域增长、技术格局、企业竞争及SOI产业链动态，为行业提供关键决策参考。 从细分领域看，不同板块增长分化显著，其中汽车与移动出行是增长最快的领域——2024 年市场 规模17亿美元，2030年将达36亿美元，CAGR高达11%，主要驱动力来自智能汽车雷达、V2X等 应用的普及。 其他细分领域中，移动与消费电子仍是最大市场，2024年规模440亿美元，2030年预计达583亿美 元，支撑力来自5G手机射频前端、Wi-Fi 7模块等需求；电信与基础设施及国防与航空航 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自 ctee 。 生 成 式 AI 与 大 型 语 言 模 型 带 来 的 新 一 波 算 力 需 求 ， 正 全 面 推 升 全 球 存 储 市 场 。 近 期 DRAM 与 NAND Flash皆出现缺货现象，且缺口比先前预测更严峻，第四季及2026年价格将再掀一波涨升行 情。 业界人士分析，全球云端服务供应商（CSP）针对2026年的订单大幅上修，已使现阶段存储三大 原厂库存不足，未来产能恐无法满足需求，为2026年全球存储缺货揭开序幕。 同时，传统HDD大厂相继减产，也可能造成至少半年的供应不足，迫使部分订单转向SSD，进一 步加剧NAND供应链紧张。业者多认为，第四季存储涨价已成定局。10月合约价尚未正式敲定， 但上游原厂涨价态度更为强势，涨幅可能超越原估。 亦即，DDR5合约价原预估上涨10～15％、现货价15～25％，DDR4合约价逾10％、现货价逾 15％，都有上修空间。市场反应快速，存储模组大厂威刚宣布，自29日起停止DDR4报价；DDR5 与NAND则优先供应主要客户。 参考链接 https://www.ctee.com.tw/news ...

Stock market investors will not want to miss the critical insights Micron's management team provided.Micron's (MU 0.37%) management team revealed the most up-to-date information about industry trends that investors will not want to miss.*Stock prices used were the afternoon prices of Sept. 24, 2025. The video was published on Sept. 26, 2025. ...

This underrated chipmaker is going to benefit from multiple growth drivers over the next five years.Palantir Technologies (PLTR -0.83%) stock has rallied remarkably to become one of the most important companies in the world. It is now the 22nd largest company globally, with a market cap of just under $426 billion as of this writing.Palantir is a great stock, but it may have gotten ahead of itself. That's not surprising considering that its shares have jumped by more than 945% since the beginning of 2024. Pa ...