nisyigg
11-14 13:18
该逐步抄底了,大盘跌叠加铠侠因素闪迪直接跌麻了
铠侠暴雷,希捷暴跌,“最火”的美国存储股全线重挫
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":500006487994520,"tweetId":"500006487994520","gmtCreate":1763097529700,"gmtModify":1763097532032,"author":{"id":4088301988077380,"idStr":"4088301988077380","authorId":4088301988077380,"authorIdStr":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>该逐步抄底了,大盘跌叠加铠侠因素闪迪直接跌麻了</p></body></html>","htmlText":"<html><head></head><body><p>该逐步抄底了,大盘跌叠加铠侠因素闪迪直接跌麻了</p></body></html>","text":"该逐步抄底了,大盘跌叠加铠侠因素闪迪直接跌麻了","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/500006487994520","repostId":2583088545,"repostType":2,"repost":{"id":"2583088545","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1763091166,"share":"https://www.laohu8.com/m/news/2583088545?lang=&edition=full","pubTime":"2025-11-14 11:32","market":"sg","language":"zh","title":"铠侠暴雷,希捷暴跌,“最火”的美国存储股全线重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2583088545","media":"华尔街见闻","summary":"铠侠控股第二财季调整后净利润同比骤降超60%,业绩暴雷引发美股存储板块连锁反应,希捷股价下跌7.29%,西部数据下跌5.39%,美光科技下跌3.25%。分析认为,铠侠业绩不佳可能源于向苹果供应移动NAND芯片的固定价格协议。在现货价格大幅上涨的背景下,这一定价机制使铠侠未能受益于市场行情。","content":"<html><head></head><body><blockquote><p>铠侠控股第二财季调整后净利润同比骤降超60%,业绩暴雷引发美股存储板块连锁反应,希捷股价下跌7.29%,西部数据下跌5.39%,美光科技下跌3.25%。分析认为,铠侠业绩不佳可能源于向苹果供应移动NAND芯片的固定价格协议。在现货价格大幅上涨的背景下,这一定价机制使铠侠未能受益于市场行情。</p></blockquote><p style=\"text-align: justify;\">周五亚市早盘铠侠股价势将触及跌停板,此前铠侠控股公布第二财季调整后净利润同比骤降超60%,拖累美国同行西部数据、希捷科技和美光科技股价全线重挫,为今年以来表现最强劲的科技板块蒙上阴影。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9b19e6da0da71fb7fd724b492e5ab26\" tg-width=\"500\" tg-height=\"291\"/></p><p style=\"text-align: justify;\">铠侠当季净利润仅为417亿日元(约合2.84亿美元),较上年同期大幅下滑。该公司面临收入下降与成本上升的双重压力,这一业绩表现引发市场对整个存储行业景气度的担忧。</p><p style=\"text-align: justify;\">周四东京交易时段,铠侠股价下跌1.62%,随后波及其海外同行,希捷股价下跌7.31%,西部数据下跌5.29%,美光科技下跌3.25%。这些公司今年以来涨幅均超过三位数,其中西部数据截至周三收盘涨幅高达269%,位列标普500指数年度涨幅榜首位,希捷和美光分列第三和第四位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48fbc9a73c08f180e701b36087058531\" tg-width=\"661\" tg-height=\"562\"/></p><p style=\"text-align: justify;\"><strong>市场观点认为,铠侠业绩不佳可能源于向苹果供应移动NAND芯片的固定价格协议。在现货价格大幅上涨的背景下,这一定价机制使铠侠未能受益于市场行情,成为行业中的特例。</strong></p><h2 id=\"9e8838\">铠侠暴雷引发市场对存储市场AI繁荣的担忧</h2><p style=\"text-align: justify;\">数据和内存硬件行业在2025年经历了强劲增长,人工智能和云计算投资推动需求意外激增。西部数据、希捷和美光今年以来涨幅均达到三位数百分比,成为美股市场表现最亮眼的板块之一。</p><p style=\"text-align: justify;\">相较于这些股票今年的巨额涨幅,周四的回调幅度相对较小,表明华尔街尚未对行业前景产生严重担忧。投资者需要判断铠侠的业绩表现是个别现象,还是行业面临困境的信号。</p><h2 id=\"id_1261469633\">苹果供货协议成拖累因素</h2><p style=\"text-align: justify;\">据市场观点,铠侠业绩不佳的原因可能在于其与苹果的供货协议。该公司一直以预设价格向苹果供应移动NAND芯片,而市场现货价格已大幅上涨。这一固定价格机制使铠侠无法享受行业景气带来的价格红利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f422d994020c7370119ff89fb4a00e39\" tg-width=\"535\" tg-height=\"180\"/></p><p style=\"text-align: justify;\">西部数据和希捷在最近的财报中均超出市场预期。美光将于下月公布11月财季业绩,届时将进一步验证行业整体需求状况。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>铠侠暴雷,希捷暴跌,“最火”的美国存储股全线重挫</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n铠侠暴雷,希捷暴跌,“最火”的美国存储股全线重挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-14 11:32 北京时间 <a href=https://wallstreetcn.com/articles/3759349><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>铠侠控股第二财季调整后净利润同比骤降超60%,业绩暴雷引发美股存储板块连锁反应,希捷股价下跌7.29%,西部数据下跌5.39%,美光科技下跌3.25%。分析认为,铠侠业绩不佳可能源于向苹果供应移动NAND芯片的固定价格协议。在现货价格大幅上涨的背景下,这一定价机制使铠侠未能受益于市场行情。周五亚市早盘铠侠股价势将触及跌停板,此前铠侠控股公布第二财季调整后净利润同比骤降超60%,拖累美国同行西部数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759349\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"MU":"美光科技","STX":"希捷科技","WDC":"西部数据","SNDK":"SanDisk Corp"},"source_url":"https://wallstreetcn.com/articles/3759349","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2583088545","content_text":"铠侠控股第二财季调整后净利润同比骤降超60%,业绩暴雷引发美股存储板块连锁反应,希捷股价下跌7.29%,西部数据下跌5.39%,美光科技下跌3.25%。分析认为,铠侠业绩不佳可能源于向苹果供应移动NAND芯片的固定价格协议。在现货价格大幅上涨的背景下,这一定价机制使铠侠未能受益于市场行情。周五亚市早盘铠侠股价势将触及跌停板,此前铠侠控股公布第二财季调整后净利润同比骤降超60%,拖累美国同行西部数据、希捷科技和美光科技股价全线重挫,为今年以来表现最强劲的科技板块蒙上阴影。铠侠当季净利润仅为417亿日元(约合2.84亿美元),较上年同期大幅下滑。该公司面临收入下降与成本上升的双重压力,这一业绩表现引发市场对整个存储行业景气度的担忧。周四东京交易时段,铠侠股价下跌1.62%,随后波及其海外同行,希捷股价下跌7.31%,西部数据下跌5.29%,美光科技下跌3.25%。这些公司今年以来涨幅均超过三位数,其中西部数据截至周三收盘涨幅高达269%,位列标普500指数年度涨幅榜首位,希捷和美光分列第三和第四位。市场观点认为,铠侠业绩不佳可能源于向苹果供应移动NAND芯片的固定价格协议。在现货价格大幅上涨的背景下,这一定价机制使铠侠未能受益于市场行情,成为行业中的特例。铠侠暴雷引发市场对存储市场AI繁荣的担忧数据和内存硬件行业在2025年经历了强劲增长,人工智能和云计算投资推动需求意外激增。西部数据、希捷和美光今年以来涨幅均达到三位数百分比,成为美股市场表现最亮眼的板块之一。相较于这些股票今年的巨额涨幅,周四的回调幅度相对较小,表明华尔街尚未对行业前景产生严重担忧。投资者需要判断铠侠的业绩表现是个别现象,还是行业面临困境的信号。苹果供货协议成拖累因素据市场观点,铠侠业绩不佳的原因可能在于其与苹果的供货协议。该公司一直以预设价格向苹果供应移动NAND芯片,而市场现货价格已大幅上涨。这一固定价格机制使铠侠无法享受行业景气带来的价格红利。西部数据和希捷在最近的财报中均超出市场预期。美光将于下月公布11月财季业绩,届时将进一步验证行业整体需求状况。","news_type":1,"symbols_score_info":{"MU":2,"SNDK":0.6,"STX":2,"WDC":2}},"isVote":1,"tweetType":1,"viewCount":91,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":45,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/500006487994520"}
精彩评论