国内能产高端存储颗粒_老虎社区_美港股上老虎 - 老虎社区

国内能产高端存储颗粒的只有长鑫，其他的都是低端存储，用不上的，但是长鑫又不上市，不好说炒哪个关联方替代，大概率兆易创新，反正A是不看实际业绩的，云炒作也能上天。

市场消息：阿里、腾讯、字节跳动转向国内供应商以应对全球存储芯片短缺

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。

精彩评论

里二外三
03-06 04:32
里二外三
产量很少
- Mediator:
  我A连无中生有，企业官方辟谣的东西都能炒上天，产能反而不是关键了

发表看法

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":539503537238984,"tweetId":"539503537238984","gmtCreate":1772732797909,"gmtModify":1772732800652,"author":{"id":3498680662745699,"idStr":"3498680662745699","authorId":3498680662745699,"authorIdStr":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":64,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>国内能产高端存储颗粒的只有长鑫，其他的都是低端存储，用不上的，但是长鑫又不上市，不好说炒哪个关联方替代，大概率兆易创新，反正A是不看实际业绩的，云炒作也能上天。</p></body></html>","htmlText":"<html><head></head><body><p>国内能产高端存储颗粒的只有长鑫，其他的都是低端存储，用不上的，但是长鑫又不上市，不好说炒哪个关联方替代，大概率兆易创新，反正A是不看实际业绩的，云炒作也能上天。</p></body></html>","text":"国内能产高端存储颗粒的只有长鑫，其他的都是低端存储，用不上的，但是长鑫又不上市，不好说炒哪个关联方替代，大概率兆易创新，反正A是不看实际业绩的，云炒作也能上天。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/539503537238984","repostId":1198956499,"repostType":2,"repost":{"id":"1198956499","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772719811,"share":"https://www.laohu8.com/m/news/1198956499?lang=zh_CN&edition=full","pubTime":"2026-03-05 22:10","market":"us","language":"zh","title":"市场消息：阿里、腾讯、字节跳动转向国内供应商以应对全球存储芯片短缺","url":"https://stock-news.laohu8.com/highlight/detail?id=1198956499","media":"老虎资讯综合","summary":"3月5日，市场消息：知情人士透露，阿里巴巴、字节跳动和腾讯正转向国内芯片制造商，以缓解全球存储芯片短缺加剧带来的冲击。","content":"<html><head></head><body><p>3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d21d85b48ac131a2ba34ff00929cad\" title=\"\" tg-width=\"711\" tg-height=\"425\"/></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>市场消息：阿里、腾讯、字节跳动转向国内供应商以应对全球存储芯片短缺</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市场消息：阿里、腾讯、字节跳动转向国内供应商以应对全球存储芯片短缺\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-05 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91d21d85b48ac131a2ba34ff00929cad\" title=\"\" tg-width=\"711\" tg-height=\"425\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198956499","content_text":"3月5日，据The Information援引知情人士报道，阿里巴巴、字节跳动和腾讯转向国内芯片制造商，以缓解日益严重的全球存储芯片短缺带来的压力。据悉上述公司正洽谈从两家中国公司采购更多标准存储芯片（即DRAM）和NAND闪存。报道称，过去几个月，阿里巴巴、字节跳动和腾讯向三星电子和SK海力士寻求更多芯片供应。","news_type":1,"symbols_score_info":{"09988":2,"00700":2,"BABA":2}},"isVote":1,"tweetType":1,"viewCount":100,"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":151,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":539543893722000,"commentId":"539543893722000","gmtCreate":1772742720345,"gmtModify":1772742724636,"authorId":3544518779726666,"author":{"id":3544518779726666,"idStr":"3544518779726666","authorId":3544518779726666,"name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":539503537238984,"objectIdStr":"539503537238984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"产量很少","text":"产量很少","html":"产量很少","likeSize":0,"commentSize":1,"subComments":[{"id":539752271704936,"commentId":"539752271704936","gmtCreate":1772763096733,"gmtModify":1772763101071,"authorId":3498680662745699,"author":{"id":3498680662745699,"idStr":"3498680662745699","authorId":3498680662745699,"name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/e1c01e958f63198f5d9648b59135f687","crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":539503537238984,"objectIdStr":"539503537238984","type":1,"supId":539543893722000,"supIdStr":"539543893722000","prevId":0,"prevIdStr":"0","content":"我A连无中生有，企业官方辟谣的东西都能炒上天，产能反而不是关键了","text":"我A连无中生有，企业官方辟谣的东西都能炒上天，产能反而不是关键了","html":"我A连无中生有，企业官方辟谣的东西都能炒上天，产能反而不是关键了","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/539503537238984"}