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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 09/14 23:30窗口 7 天最近 09/14 23:20
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海外账号观点翻译与摘要
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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。
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大模型 / AI 软件
当前分类最新线索
高热AI software platforms · AI 软件平台NVIDIA Blog · 英伟达博客09/14 23:00
Perplexity Portable Computer Is Now Available on Windows, Powered by NVIDIA RTX
As local models become more capable, AI agents can handle more work directly on a PC while keeping sensitive information on the device. Portable Computer is a local version of the agent Perplexity Computer that plans and carries out multistep tasks. Accelerated by NVIDIA GPUs, it uses local models to analyze data, bring together information […]
跟踪AI software platforms · AI 软件平台TechCrunch AI09/14 23:00
Only at TechCrunch Disrupt 2026: What happens when OpenAI ships your roadmap?
If you're building an AI company, the question isn't whether foundation models will continue to evolve. It's whether your company will continue creating value as they do. The greatest risk isn't building a weak product — it's building a strong one that eventually becomes someone else's feature. You don’t want to miss this interactive session on the Builders Stage at TechCrunch Disrupt 2026. Register before Sept 25 to save up to $200.
跟踪AI software platforms · AI 软件平台TradingKey · TradingKey 投资资讯09/14 22:00
【US Pre-Market】Three Major Index Futures Rise as Oil Falls Below $80; Amazon, Alphabet Gain as Market Focuses on PLTR Earnings - TradingKey
【US Pre-Market】Three Major Index Futures Rise as Oil Falls Below $80; Amazon, Alphabet Gain as Market Focuses on PLTR Earnings TradingKey
跟踪AI software platforms · AI 软件平台Stock Titan09/14 21:00
Oracle's clinical note AI has saved physicians more than 400,000 hours. Now it helps nurses. - Stock Titan
Oracle's clinical note AI has saved physicians more than 400,000 hours. Now it helps nurses. Stock Titan
跟踪AI software platforms · AI 软件平台PR Newswire09/14 21:00
Oracle Health Clinical AI Agent Helps Nurses Alleviate Documentation Burden and Streamline Care - PR Newswire
Oracle Health Clinical AI Agent Helps Nurses Alleviate Documentation Burden and Streamline Care PR Newswire
高热AI software platforms · AI 软件平台Investing.com · 英为财情09/14 20:24
Goldman Sachs reiterates Meta stock Buy rating on AI agent launch - Investing.com
Goldman Sachs reiterates Meta stock Buy rating on AI agent launch Investing.com
跟踪AI infrastructure · AI 算力基础设施TechRadar09/14 19:48
I gave Meta’s Muse my digital errands and immediately felt nervous - TechRadar
I gave Meta’s Muse my digital errands and immediately felt nervous TechRadar
跟踪AI infrastructure · AI 算力基础设施ad-hoc-news.de09/14 14:17
Meta Platforms stock heads into the open after a modest decline - ad-hoc-news.de
Meta Platforms stock heads into the open after a modest decline ad-hoc-news.de
跟踪AI infrastructure · AI 算力基础设施Stocktwits09/14 11:21
ORCL Stock Soars 7% After-Hours — Oracle Cloud Surge Powers Q1 Beat As AI Demand Fuels Record Backlog - Stocktwits
ORCL Stock Soars 7% After-Hours — Oracle Cloud Surge Powers Q1 Beat As AI Demand Fuels Record Backlog Stocktwits
跟踪AI infrastructure · AI 算力基础设施Stocktwits09/14 09:26
Cathie Wood’s ARK Bets $27.9M On Meta, Offloads This Tech Stock Instead - Stocktwits
Cathie Wood’s ARK Bets $27.9M On Meta, Offloads This Tech Stock Instead Stocktwits
跟踪AI software platforms · AI 软件平台simplywall.st09/14 07:48
Salesforce (CRM) Closes Early AI Customer Agent Deal, Adding 30,000 Customers - simplywall.st
Salesforce (CRM) Closes Early AI Customer Agent Deal, Adding 30,000 Customers simplywall.st
跟踪AI software platforms · AI 软件平台TradingKey · TradingKey 投资资讯09/14 07:12
Microsoft (MSFT) Surged 8% After Earnings - Azure Hit 43%, Copilot 30M Seats, Capex Steady - TradingKey
Microsoft (MSFT) Surged 8% After Earnings - Azure Hit 43%, Copilot 30M Seats, Capex Steady TradingKey
AI infrastructureAI 算力基础设施
118AI accelerators, GPU clusters, model training, inference, cloud capex.
AMDTSMNVDAAVGOMETAORCLMSFTAMZN
Yahoo Finance · 雅虎财经TSM’s Record Sales Say AI Chips Are Booming. The Nvidia-AMD Fight Is Now About Who Keeps the Margin - Yahoo FinanceMoomoo · 富途资讯Piper Sandler initiates coverage on the AI chip sector: NVIDIA (NVDA.US) and Broadcom (AVGO.US) are “top picks,” with the computing power market size projected to reach $2.2 trillion by 2030. - MoomooYahoo Finance · 雅虎财经Chip Stocks Tumble as AI Pacing Call Reaches Beyond Memory: Intel Drops 7%, AMD Sinks 6%, NVIDIA Pulls Back - Yahoo Finance
Semicap equipment半导体设备
14Lithography, deposition, etch, metrology, advanced packaging equipment.
ASMLAMATONTO
Yahoo Finance · 雅虎财经Chip Equipment Stocks Slide as AI Pacing Call Reaches Fab Spending: Applied Materials and Lam Research Fall 6%, ASML Sinks 5% - Yahoo Finance24/7 Wall St. · 华尔街 24/7Chip Equipment Stocks Slide as AI Pacing Call Reaches Fab Spending: Applied Materials and Lam Research Fall 6%, ASML Sinks 5% - 24/7 Wall St.24/7 Wall St. · 华尔街 24/7ASML Fell For a Month Straight: A Prominent Wall Street Ratings Agency Says It Will Return 70% From Today - 24/7 Wall St.
Memory and HBM存储与 HBM
13DRAM, NAND, HBM supply, pricing and AI memory bottlenecks.
MU
24/7 Wall St. · 华尔街 24/7Memory Stocks Lead AI Selloff as Anthropic and OpenAI Chiefs Urge Slower Development: Micron and SanDisk Sink 6%, SK Hynix Drops 7% - 24/7 Wall St.Chosunbiz · 朝鲜商业SK hynix shifts to HBM as DRAM share dips, sparking Korea chip strategy test - CHOSUNBIZ - Chosunbiztech-insider.orgHBM4 Crunch: DRAM Inventory Falls Below 10 Days [2026] - tech-insider.org
Foundry supply chain晶圆代工供应链
4TSMC, advanced nodes, CoWoS, substrates, export controls and capacity.
INTC
StocktwitsINTC Stock Slips Overnight: AMD Reaffirms TSMC Ties Amid Intel Foundry Buzz — But Keeps Supplier Options Open - StocktwitsTrendForce · 集邦咨询[News] TSMC Reportedly Targets 22% 2nm, 16%+ 3nm Capacity Boost by Mid-2027; CoWoS to Double by 2028 - TrendForceTradingKey · 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? - TradingKey
Consumer electronics消费电子
14Apple, Android, PC, AR hardware, smartphone and device supply chain.
AAPL
digital terminalApple Reportedly Agrees to Pay Samsung $250 Per iPhone Duo Displays - digital terminalgadgetreview.comApple Is Reportedly Paying Samsung $250 Per Screen for the iPhone Duo - gadgetreview.comfinance.biggo.comSamsung Display Unveils World's First 2K 165Hz Gaming OLED, Debuting in Vivo's iQOO 16 - finance.biggo.com
AI software platformsAI 软件平台
38Cloud AI, copilots, enterprise software, model platforms and developer tools.
NOWMETAMSFTPLTRCRM
NVIDIA Blog · 英伟达博客Perplexity Portable Computer Is Now Available on Windows, Powered by NVIDIA RTXInvesting.com · 英为财情Goldman Sachs reiterates Meta stock Buy rating on AI agent launch - Investing.comTradingKey · TradingKey 投资资讯Microsoft (MSFT) Surged 8% After Earnings - Azure Hit 43%, Copilot 30M Seats, Capex Steady - TradingKey
Nasdaq risk pulseNasdaq 风险脉搏
19Rates, mega-cap earnings, Nasdaq flows, options, valuation and macro pressure.
AAPLNVDAMETATSLAMSFTQQQAMZN
TradingView · TradingView 图表社区Dow, S&P 500, Nasdaq Futures Edge Higher Ahead Of PPI, Jobless Claims: NVDA, AAPL, META, ORCL, TSM, TSLA, SLS In Focus - TradingViewTradingKey · TradingKey 投资资讯NVIDIA Beat Revenue and Guided to $108B - Can NVDA Hold Its Post-Earnings Breakout? - TradingKeyTradingKey · TradingKey 投资资讯Why Is Meta (META) Crashing After Earnings? EPS Missed 14%, FCF Hit $784M, Capex Raised Again - TradingKey
监控源
新闻与研究抓取源
SemiAnalysis · SemiAnalysis 半导体研究research0 条暂无
TechCrunch AInews9 条09/14 23:00
The Verge · The Verge 科技媒体news10 条09/14 21:50
Ars Technica · Ars 科技评论news4 条09/14 22:32
NVIDIA Blog · 英伟达博客company2 条09/14 23:00
CNBC Technology · CNBC 科技market21 条09/14 23:20
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query37 条09/11 20:57
Google News: semicap · Google 新闻：半导体设备query15 条09/14 22:52
Google News: HBM memory · Google 新闻：HBM 存储query16 条09/14 21:18
Google News: foundry · Google 新闻：晶圆代工query7 条09/14 11:00
Google News: consumer electronics · Google 新闻：消费电子query11 条09/14 13:17
Google News: Nasdaq tech · Google 新闻：Nasdaq 科技query18 条09/14 22:00
Google News: AI software · Google 新闻：AI 软件query41 条09/14 20:24
Google News: export controls · Google 新闻：出口管制query10 条09/14 19:51
Google News: tech earnings · Google 新闻：科技股财报query19 条09/10 16:45
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
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