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最新新闻
11-06 23:06
美国11月密歇根大学消费者信心指数初值51 预期48
美国11月密歇根大学消费者信心指数初值51 预期48
11-06 23:05
美国11月一年期通胀率预期初值4.3% 预期4.7%
美国11月一年期通胀率预期初值4.3% 预期4.7%
11-06 23:02
GE航天航空(GE)进博会斩获超129亿美元订单 创签约纪录
GE航天航空(GE)进博会斩获超129亿美元订单 创签约纪录
11-06 22:50
百事公司(PEP)与肯德基延续国际市场合作 将开发多款新品
百事公司(PEP)与肯德基延续国际市场合作 将开发多款新品
11-06 22:46
存储概念普涨 闪迪(SNDK)涨超10% 机构指存储供需紧张格局有望延续至2028年
存储概念普涨 闪迪(SNDK)涨超10% 机构指存储供需紧张格局有望延续至2028年
11-06 22:14
CME“美联储观察”:美联储12月维持利率不变的概率为25.2%
CME“美联储观察”:美联储12月维持利率不变的概率为25.2%
11-06 21:34
美国10月平均每小时工资年率3.1% 预期2.90%
美国10月平均每小时工资年率3.1% 预期2.90%
11-06 21:32
美国10月失业率4.1% 预期4.20%
美国10月失业率4.1% 预期4.20%
11-06 21:20
布鲁克菲尔德资产管理(BAM)Q3营收21.5亿美元 募资规模表现亮眼
布鲁克菲尔德资产管理(BAM)Q3营收21.5亿美元 募资规模表现亮眼
11-06 21:12
特许通讯(CHTR)跌超6% Q3由盈转亏 每股亏损20.50美元
特许通讯(CHTR)跌超6% Q3由盈转亏 每股亏损20.50美元
11-06 21:06
礼来(LLY)携手Hims(HIMS) 借助远程医疗渠道推广减重药
礼来(LLY)携手Hims(HIMS) 借助远程医疗渠道推广减重药
11-06 21:02
微软(MSFT)重新审视“新云”战略 收紧第三方算力项目管控
微软(MSFT)重新审视“新云”战略 收紧第三方算力项目管控
11-06 20:57
泛林集团(LRCX)涨超10% 推出250亿美元回购计划
泛林集团(LRCX)涨超10% 推出250亿美元回购计划
11-06 20:51
机构:科技股忧虑压制风险偏好 美元获得支撑反弹
机构:科技股忧虑压制风险偏好 美元获得支撑反弹
11-06 19:56
赛默飞世尔(TMO)推出50亿美元新股票回购计划
赛默飞世尔(TMO)推出50亿美元新股票回购计划
11-06 19:54
微芯科技(MCHP)2027财年Q2营收16.22亿美元
微芯科技(MCHP)2027财年Q2营收16.22亿美元
11-06 19:38
国际航空集团(ICAGY)Q3营收97.4亿欧元 同比增4.4%
国际航空集团(ICAGY)Q3营收97.4亿欧元 同比增4.4%
11-06 19:33
硕腾(ZTS)2026年Q3营收24亿美元 同比降1%
硕腾(ZTS)2026年Q3营收24亿美元 同比降1%
11-06 19:25
IREN(IREN)涨超15% Q1营收2.28亿美元环比增长66%
IREN(IREN)涨超15% Q1营收2.28亿美元环比增长66%
11-06 19:21
苹果(AAPL)高价新品遇冷,触控版MacBook Pro上市首日破发
苹果(AAPL)高价新品遇冷,触控版MacBook Pro上市首日破发
11-06 18:58
欧元区9月零售销售月率-0.7% 预期-0.1%
欧元区9月零售销售月率-0.7% 预期-0.1%
11-06 18:51
Bloom Energy(BE)拿下900兆瓦燃料电池订单 服务NTT DATA数据中心
Bloom Energy(BE)拿下900兆瓦燃料电池订单 服务NTT DATA数据中心
11-06 17:32
中国证监会同意广州期货交易所氢氧化锂期货和期权注册
中国证监会同意广州期货交易所氢氧化锂期货和期权注册
11-06 17:18
Cloudflare(NET)Q3营收7.825亿美元 同比增长39%
Cloudflare(NET)Q3营收7.825亿美元 同比增长39%
11-06 17:18
香港金管局:第3季中小企信贷状况略有改善
香港金管局:第3季中小企信贷状况略有改善
11-06 17:17
香港金管局:10月底官方外汇储备资产为4,405亿美元
香港金管局:10月底官方外汇储备资产为4,405亿美元
11-06 17:09
英伟达(NVDA)洽谈Apollo Global(APO) 拟改造旧电信楼宇建设小型AI数据中心
英伟达(NVDA)洽谈Apollo Global(APO) 拟改造旧电信楼宇建设小型AI数据中心
11-06 17:00
美银:AI股抛压过后 韩元、新台币存在买入机会
美银:AI股抛压过后 韩元、新台币存在买入机会
11-06 16:54
乘联分会:9月新能源市场销量约为107.8万辆,同比下降16.2%
乘联分会:9月新能源市场销量约为107.8万辆,同比下降16.2%
11-06 16:48
机构:上半年PC与主机买断制游戏收入约138亿美元 同比增长5%
机构:上半年PC与主机买断制游戏收入约138亿美元 同比增长5%
11-06 16:48
晋景新能(01783)宣布完成所有权变更 直接全资拥有上海有孚云计算有限公司
晋景新能(01783)宣布完成所有权变更 直接全资拥有上海有孚云计算有限公司
11-06 16:42
澳门统计暨普查局:第三季新成立公司共1,513间
澳门统计暨普查局:第三季新成立公司共1,513间
11-06 16:42
澳门统计暨普查局:2026年第三季末澳门总人口为68.8万人
澳门统计暨普查局:2026年第三季末澳门总人口为68.8万人
11-06 16:42
欧洲主要股指盘初悉数走弱 英国富时100(UKX)指数下跌1.47%
欧洲主要股指盘初悉数走弱 英国富时100(UKX)指数下跌1.47%
11-06 16:42
澳门统计暨普查局:第三季整体住宅楼价指数为183.3 较第二季下跌4.7%
澳门统计暨普查局:第三季整体住宅楼价指数为183.3 较第二季下跌4.7%
11-06 16:40
保利置业集团(00119)前10月累计实现合同销售金额约366亿元人民币
保利置业集团(00119)前10月累计实现合同销售金额约366亿元人民币
11-06 16:38
瑞士10月消费者信心指数-44.9 预期-35.5
瑞士10月消费者信心指数-44.9 预期-35.5
11-06 16:31
法国9月贸易帐-73.14亿欧元 前值-59.72亿欧元
法国9月贸易帐-73.14亿欧元 前值-59.72亿欧元
11-06 16:27
德国9月季调后工业产出月率0.7% 预期0%
德国9月季调后工业产出月率0.7% 预期0%
11-06 16:25
Counterpoint:Q3 DRAM营收同比增长近5倍 存储厂商盈利预期向好
Counterpoint:Q3 DRAM营收同比增长近5倍 存储厂商盈利预期向好
11-06 15:48
Counterpoint:三季度DDRAM市场营收接近2000亿美元,约为去年同期的5倍
Counterpoint:三季度DDRAM市场营收接近2000亿美元,约为去年同期的5倍
11-06 15:24
商务部:对原产于欧盟、日本的进口乙叉降冰片烯发起反倾销立案调查
商务部:对原产于欧盟、日本的进口乙叉降冰片烯发起反倾销立案调查
11-06 15:22
我国每万人口高价值发明专利拥有量达到17.2件
我国每万人口高价值发明专利拥有量达到17.2件
11-06 15:05
11月6日“农产品批发价格200指数”比昨天下降0.07个点
11月6日“农产品批发价格200指数”比昨天下降0.07个点
11-06 15:00
韩国综合指数收跌6.02% 报5059.69点
韩国综合指数收跌6.02% 报5059.69点
11-06 14:43
【券商聚焦】浙商证券维持李宁(02331)买入评级 指公司宣布特别股息
【券商聚焦】浙商证券维持李宁(02331)买入评级 指公司宣布特别股息
11-06 14:43
【券商聚焦】华泰证券维持比亚迪电子(00285)买入评级 指AI算力业务有望带动盈利回升
【券商聚焦】华泰证券维持比亚迪电子(00285)买入评级 指AI算力业务有望带动盈利回升
11-06 14:29
【券商聚焦】国金证券维持百济神州(06160)买入评级 指业绩持续高速增长
【券商聚焦】国金证券维持百济神州(06160)买入评级 指业绩持续高速增长
11-06 14:07
锂电池板块受压 宁德时代(03750)跌5.22% 机构指电池企业盈利修复尚待顺价兑现
锂电池板块受压 宁德时代(03750)跌5.22% 机构指电池企业盈利修复尚待顺价兑现
11-06 13:27
DeepSeek Harness日活跃用户达154万、日消耗Token约92万亿
DeepSeek Harness日活跃用户达154万、日消耗Token约92万亿
11-06 13:10
家电股多股走低 TCL电子(01070)跌4.25% 机构指三季度板块经营较弱、毛利率压力加大
家电股多股走低 TCL电子(01070)跌4.25% 机构指三季度板块经营较弱、毛利率压力加大
11-06 12:27
先声药业(02096):泽普昔替尼治疗类风湿关节炎新药上市申请获国家药监局受理
先声药业(02096):泽普昔替尼治疗类风湿关节炎新药上市申请获国家药监局受理
11-06 12:22
香港交易所(00388)第三季度股东应占溢利为48.59亿港元 同比下降1%
香港交易所(00388)第三季度股东应占溢利为48.59亿港元 同比下降1%
11-06 12:17
【特约大V】Option Jack:潮退时的繁星——两年欢腾 英雄一时
【特约大V】Option Jack:潮退时的繁星——两年欢腾 英雄一时
11-06 11:36
【A股午盘】A股震荡整理 深成指半日跌2.22% CPO、PCB板块承压
【A股午盘】A股震荡整理 深成指半日跌2.22% CPO、PCB板块承压
11-06 11:26
前三季度全国专利转让许可备案次数达49.6万次 同比增长7.1%
前三季度全国专利转让许可备案次数达49.6万次 同比增长7.1%
11-06 11:19
港元拆息涨跌不一 隔夜拆息升至2.24833厘
港元拆息涨跌不一 隔夜拆息升至2.24833厘
11-06 11:09
京东健康(06618)拟于进博会期间集中签约辉瑞、默克等超20家全球医药健康品牌
京东健康(06618)拟于进博会期间集中签约辉瑞、默克等超20家全球医药健康品牌
11-06 10:57
全球首个商业化高温气冷堆核岛建设全面启动
全球首个商业化高温气冷堆核岛建设全面启动
11-06 10:53
华虹宏力(01347)盘中转涨6.69% 三季度股东应占利润同比飙升147.1%
华虹宏力(01347)盘中转涨6.69% 三季度股东应占利润同比飙升147.1%
11-06 10:21
港股AI大模型双雄承压 智谱(02513)跌逾9% 小摩指市场过度悲观
港股AI大模型双雄承压 智谱(02513)跌逾9% 小摩指市场过度悲观
11-06 10:17
深圳外贸前三季度规模已超去年全年
深圳外贸前三季度规模已超去年全年
11-06 10:13
再鼎医药(09688)盘中涨近2% 三季度产品收入净额环比增长2% 预计明年多个全球项目成为催化剂
再鼎医药(09688)盘中涨近2% 三季度产品收入净额环比增长2% 预计明年多个全球项目成为催化剂
11-06 10:05
医美概念股局部走高 四环医药(00460)涨2.53% 机构指行业结构性机会持续存在
医美概念股局部走高 四环医药(00460)涨2.53% 机构指行业结构性机会持续存在
11-06 10:03
光伏太阳能股走强 钧达股份(02865)涨9.05%、信义光能(00968)涨4.94%
光伏太阳能股走强 钧达股份(02865)涨9.05%、信义光能(00968)涨4.94%
11-06 10:00
中国电信(00728)逆市涨1.31% 近日完成全球首个千公里空芯光纤双向实时传输验证
中国电信(00728)逆市涨1.31% 近日完成全球首个千公里空芯光纤双向实时传输验证
11-06 09:53
黄金股走弱 中国黄金国际(02099)跌4.48% WGC下调2026年全年黄金投资需求增长预测
黄金股走弱 中国黄金国际(02099)跌4.48% WGC下调2026年全年黄金投资需求增长预测
11-06 09:50
【特约大V】邓声兴:美科技股遭血洗,港股或呈震荡分化格局
【特约大V】邓声兴:美科技股遭血洗,港股或呈震荡分化格局
11-06 09:47
苹果概念股走低 鸿腾精密(06088)跌13.86% 野村料苹果供应商的情绪在短期内变得更为谨慎
苹果概念股走低 鸿腾精密(06088)跌13.86% 野村料苹果供应商的情绪在短期内变得更为谨慎
11-06 09:40
存储概念股全线受挫 澜起科技(06809)跌13.02% 小摩指行业基本面改善未必能立即推动股价反弹
存储概念股全线受挫 澜起科技(06809)跌13.02% 小摩指行业基本面改善未必能立即推动股价反弹
11-06 09:40
李宁(02331)逆市涨5.64% 60亿元特别股息落地
李宁(02331)逆市涨5.64% 60亿元特别股息落地
11-06 09:27
【A股开盘】A股三大指数集体低开 沪指跌2.11% CPO、光芯片等板块跌幅居前
【A股开盘】A股三大指数集体低开 沪指跌2.11% CPO、光芯片等板块跌幅居前
11-06 09:21
11月6日人民币兑美元中间价报6.7168 下调12点
11月6日人民币兑美元中间价报6.7168 下调12点
11-06 09:13
工信部:改进智能体终端进网管理
工信部:改进智能体终端进网管理
11-06 09:04
【券商聚焦】中信证券:美妆行业普遍面临收入和净利率两个维度的压力
【券商聚焦】中信证券:美妆行业普遍面临收入和净利率两个维度的压力
11-06 08:57
【隔夜市场回顾】昨日A股表现反复;美股指数大幅收跌
【隔夜市场回顾】昨日A股表现反复;美股指数大幅收跌
11-06 08:57
【券商聚焦】中信证券:2027年金价有望波动中回升,进而推动需求回暖修复
【券商聚焦】中信证券:2027年金价有望波动中回升,进而推动需求回暖修复
11-06 08:57
【券商聚焦】中信证券:电商板块行业集中度有望提升,关注低估值配置窗口
【券商聚焦】中信证券:电商板块行业集中度有望提升,关注低估值配置窗口
11-06 08:57
【券商聚焦】中信证券:继续坚定看多港股互联网
【券商聚焦】中信证券:继续坚定看多港股互联网
11-06 08:57
【券商聚焦】中信建投医疗器械和服务2027年投资策略:板块性机会逐渐显现
【券商聚焦】中信建投医疗器械和服务2027年投资策略:板块性机会逐渐显现
11-06 08:57
【券商聚焦】中信建投评26 ESMO:中国创新药持续突破,竞争与差异化并存
【券商聚焦】中信建投评26 ESMO:中国创新药持续突破,竞争与差异化并存
11-06 08:49
【券商聚焦】中信建投:强烈看好半导体国产化的机会
【券商聚焦】中信建投:强烈看好半导体国产化的机会
11-06 08:38
【特约大V】岑智勇:恒指表现冠亚洲 升穿保历加顶
【特约大V】岑智勇:恒指表现冠亚洲 升穿保历加顶
11-05 23:18
OpenAI企业业务回暖 GPT相关产品带动份额提升 计划2027年IPO
OpenAI企业业务回暖 GPT相关产品带动份额提升 计划2027年IPO
11-05 23:01
美国10月全球供应链压力指数1.28 前值1.28
美国10月全球供应链压力指数1.28 前值1.28
11-05 22:55
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欧元区9月PPI年率11.1% 预期10.9%
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55open
10-26
给我狠狠地空它
苹果(AAPL)发布搭载A20 Pro与OLED屏的全新iPad mini 售价699美元起
圆头蝴蝶
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要是真有你说的那么大本事 在座诸位何必来美股呢? 外国人不懂中国 我们还不懂吗?
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MrCJ
10-13
DRAM就是民用而已,大众自己玩玩得了。真正高端货HBM长鑫还差得远呢。
木头姐:长鑫存储等中国厂商扩产DRAM,存储芯片市场波动或将加剧
金先生007
10-13
又弯道超车了呗[笑哭]
木头姐:长鑫存储等中国厂商扩产DRAM,存储芯片市场波动或将加剧
秦少.
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海力士工厂爆炸了马上大涨
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yjhnb
10-09
被套傻了
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一路富甲爽到爆
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Blackland
09-30
强劲,疯了吧
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咸鱼突刺
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从小甜甜变牛夫人了
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BGXL
09-18
想开了好,海阔天空。甚至可继续考虑像大众一样出股给合作者,让对手放下戒备,各个独立各自努力,又能有了钱大家一起赚……
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秦少.
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没人接盘了
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股市9527
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这投行原来目标价7美元,开玩笑
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dangdangdang
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说说你对这篇新闻的看法...
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囤票
08-14
搞笑
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cky10327
07-30
咳,不及预期,有没有想过这几个预期本身就是太高了呢
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Blackland
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垃圾公司
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神魔一线
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真是一个鬼故事,你发动机原理搞明白和能造出和丰田一样高可靠内燃机和整个汽车集成的是两个世界的事。。
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Peter_C_1590
07-25
摩根士丹利说存储见顶你引用的是sharon kim的报告吗?那已经证实是假消息了哦
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汉堡__chen__GI
07-21
就要抵制他们
小米上调出货目标 下游厂商抵制存储涨价并认为价格拐点将至
cky10327
07-21
不是之前各种做空观点嘛,变得真快
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}\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苹果(AAPL)发布搭载A20 Pro与OLED屏的全新iPad mini 售价699美元起\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-10-26 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 苹果公司(AAPL)周一正式发布全新一代iPad mini。作为该系列有史以来最大规模的升级,新款iPad mini首次引入OLED显示屏,搭载顶配的A20 Pro芯片,并具备IP67级防尘防水功能。据介绍,新款iPad mini机身采用更窄边框,配备8.5英寸OLED显示屏,峰值亮度可高达1200尼特(较上一代提升超2倍),对比度达2,000,000:1,并可选配纳米纹理玻璃。基于最新2纳米工艺打造,全系配备7核GPU,512GB版本搭载双16核神经网络引擎;整机AI处理性能较前代提升最高可达4.5倍,图形性能最高提升2.7倍。机身厚度进一步缩减至5.4毫米,引入苹果自研的N1无线网络芯片(支持Wi-Fi7)及C2蜂窝调制解调器,并采用创新的“声学显示屏”设计以兼顾防水与音质。</p><p>此外,外观方面,提供午夜色与<a href=\"https://laohu8.com/S/00403\">星光</a>色;存储容量分为128GB、256GB和512GB。售价方面,Wi-Fi版起售价为699美元,蜂窝版起售价为849美元。产品将于10月28日(周三)起在36个国家和地区开启预售,11月6日(周五)正式发售。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/MWRmODAzMDJiNzRkNTY3ODIxNTExMzM=.png","relate_stocks":{"BK4571":"数字音乐概念","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4576":"AR","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","BK4575":"芯片概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4579":"人工智能","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) 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在座诸位何必来美股呢? 外国人不懂中国 我们还不懂吗?","listText":"要是真有你说的那么大本事 在座诸位何必来美股呢? 外国人不懂中国 我们还不懂吗?","text":"要是真有你说的那么大本事 在座诸位何必来美股呢? 外国人不懂中国 我们还不懂吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618265442267368","repostId":"2675245337","repostType":2,"repost":{"id":"2675245337","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1791883019,"share":"https://www.laohunote.com/m/news/2675245337?lang=zh_CN&edition=full","pubTime":"2026-10-13 17:16","market":"us","language":"zh","title":"木头姐:长鑫存储等中国厂商扩产DRAM,存储芯片市场波动或将加剧","url":"https://stock-news.laohu8.com/highlight/detail?id=2675245337","media":"金吾财讯","summary":"报告披露,尽管目前高带宽内存需求依然强劲、行业整体呈上升趋势,但伍德指出,随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能,市场供应格局将受到冲击,从而加剧价格波动。","content":"<html><body><p>金吾财讯 | 据外媒周二报道,ARK投资管理公司创始人凯茜·伍德“木头姐”新近表示,随着中国产能的不断增加,以剧烈周期性波动著称的存储芯片市场,波动性可能将会加剧。报告披露,尽管目前高带宽内存(HBM)需求依然强劲、行业整体呈上升趋势,但伍德指出,随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能,市场供应格局将受到冲击,从而加剧价格波动。目前,<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和美光科技等传统巨头在先进存储和HBM领域占主导地位,但受市场环境影响,SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年股价自年内高点已分别回撤 51%、36%。在宏观与行业层面,伍德对中国科技行业保持谨慎。此外,她对当前的人工智能交易持乐观态度,不同意<a href=\"https://laohu8.com/S/600455\">博通</a>CEO关于市场热度已演变为投机泡沫的警告,坚信AI具备巨大的生产力提升潜力。此前,受美国半导体股抛售潮蔓延影响,全球科技股近期普遍承压下挫。</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 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-10-13 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据外媒周二报道,ARK投资管理公司创始人凯茜·伍德“木头姐”新近表示,随着中国产能的不断增加,以剧烈周期性波动著称的存储芯片市场,波动性可能将会加剧。报告披露,尽管目前高带宽内存(HBM)需求依然强劲、行业整体呈上升趋势,但伍德指出,随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能,市场供应格局将受到冲击,从而加剧价格波动。目前,<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和美光科技等传统巨头在先进存储和HBM领域占主导地位,但受市场环境影响,SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年股价自年内高点已分别回撤 51%、36%。在宏观与行业层面,伍德对中国科技行业保持谨慎。此外,她对当前的人工智能交易持乐观态度,不同意<a href=\"https://laohu8.com/S/600455\">博通</a>CEO关于市场热度已演变为投机泡沫的警告,坚信AI具备巨大的生产力提升潜力。此前,受美国半导体股抛售潮蔓延影响,全球科技股近期普遍承压下挫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO 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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木头姐:长鑫存储等中国厂商扩产DRAM,存储芯片市场波动或将加剧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-10-13 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据外媒周二报道,ARK投资管理公司创始人凯茜·伍德“木头姐”新近表示,随着中国产能的不断增加,以剧烈周期性波动著称的存储芯片市场,波动性可能将会加剧。报告披露,尽管目前高带宽内存(HBM)需求依然强劲、行业整体呈上升趋势,但伍德指出,随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能,市场供应格局将受到冲击,从而加剧价格波动。目前,<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和美光科技等传统巨头在先进存储和HBM领域占主导地位,但受市场环境影响,SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年股价自年内高点已分别回撤 51%、36%。在宏观与行业层面,伍德对中国科技行业保持谨慎。此外,她对当前的人工智能交易持乐观态度,不同意<a href=\"https://laohu8.com/S/600455\">博通</a>CEO关于市场热度已演变为投机泡沫的警告,坚信AI具备巨大的生产力提升潜力。此前,受美国半导体股抛售潮蔓延影响,全球科技股近期普遍承压下挫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO 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","listText":"又弯道超车了呗[笑哭] ","text":"又弯道超车了呗[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617946744038040","repostId":"2675245337","repostType":2,"repost":{"id":"2675245337","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1791883019,"share":"https://www.laohunote.com/m/news/2675245337?lang=zh_CN&edition=full","pubTime":"2026-10-13 17:16","market":"us","language":"zh","title":"木头姐:长鑫存储等中国厂商扩产DRAM,存储芯片市场波动或将加剧","url":"https://stock-news.laohu8.com/highlight/detail?id=2675245337","media":"金吾财讯","summary":"报告披露,尽管目前高带宽内存需求依然强劲、行业整体呈上升趋势,但伍德指出,随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能,市场供应格局将受到冲击,从而加剧价格波动。","content":"<html><body><p>金吾财讯 | 据外媒周二报道,ARK投资管理公司创始人凯茜·伍德“木头姐”新近表示,随着中国产能的不断增加,以剧烈周期性波动著称的存储芯片市场,波动性可能将会加剧。报告披露,尽管目前高带宽内存(HBM)需求依然强劲、行业整体呈上升趋势,但伍德指出,随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能,市场供应格局将受到冲击,从而加剧价格波动。目前,<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和美光科技等传统巨头在先进存储和HBM领域占主导地位,但受市场环境影响,SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年股价自年内高点已分别回撤 51%、36%。在宏观与行业层面,伍德对中国科技行业保持谨慎。此外,她对当前的人工智能交易持乐观态度,不同意<a href=\"https://laohu8.com/S/600455\">博通</a>CEO关于市场热度已演变为投机泡沫的警告,坚信AI具备巨大的生产力提升潜力。此前,受美国半导体股抛售潮蔓延影响,全球科技股近期普遍承压下挫。</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>木头姐:长鑫存储等中国厂商扩产DRAM,存储芯片市场波动或将加剧</title>\n<style 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据外媒周二报道,ARK投资管理公司创始人凯茜·伍德“木头姐”新近表示,随着中国产能的不断增加,以剧烈周期性波动著称的存储芯片市场,波动性可能将会加剧。报告披露,尽管目前高带宽内存(HBM)需求依然强劲、行业整体呈上升趋势,但伍德指出,随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能,市场供应格局将受到冲击,从而加剧价格波动。目前,<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和美光科技等传统巨头在先进存储和HBM领域占主导地位,但受市场环境影响,SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年股价自年内高点已分别回撤 51%、36%。在宏观与行业层面,伍德对中国科技行业保持谨慎。此外,她对当前的人工智能交易持乐观态度,不同意<a href=\"https://laohu8.com/S/600455\">博通</a>CEO关于市场热度已演变为投机泡沫的警告,坚信AI具备巨大的生产力提升潜力。此前,受美国半导体股抛售潮蔓延影响,全球科技股近期普遍承压下挫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM 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51%、36%。在宏观与行业层面,伍德对中国科技行业保持谨慎。此外,她对当前的人工智能交易持乐观态度,不同意博通CEO关于市场热度已演变为投机泡沫的警告,坚信AI具备巨大的生产力提升潜力。此前,受美国半导体股抛售潮蔓延影响,全球科技股近期普遍承压下挫。","news_type":1,"symbols_score_info":{"AIFD":0.6,"MIC":0.6,"SKHQ":0.6,"VGT":0.6,"CGGO":0.6,"SMH":0.6,"SKHZ":0.6,"CHPX":0.6,"CHPS":0.6,"SKHYV":0.6,"MU":1.85,"SOXX":0.6,"SK":0.6,"EGGY":0.6,"EFIV":0.6,"IXN":0.6,"SHOC":0.6,"PTF":0.6,"SKDD":0.6,"SMU00main":0.6,"AIS":0.6,"SKHA":0.6,"MULL":0.6,"XNTK":0.6,"TTXU":0.6,"JGRO":0.6,"XLK":0.6,"SKHL":0.6,"LEGR":0.6,"WLDR":0.6,"MUZ":0.6,"BOBP":0.6,"RULE":0.6,"MUG":0.6,"SKUU":0.6,"SOXQ":0.6,"FDTX":0.6,"SKHX":0.6,"FTEC":0.6,"ARTY":0.6,"MUU":0.6,"SKHN":0.6,"USXF":0.6,"PSI":0.6,"BAI":0.6,"EMSF":0.6,"07709":0.6,"ARKK":1.84,"HYNX":0.6,"SKHU":0.6,"CHAT":0.6,"AIQ":0.6,"SKHY":1.89,"FAI":0.6,"IETC":0.6,"WUGI":0.6,"TRFK":0.6,"FXL":0.6,"MUYY":0.6}},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617792035488936,"gmtCreate":1791847394118,"gmtModify":1791847396416,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"海力士工厂爆炸了马上大涨","listText":"海力士工厂爆炸了马上大涨","text":"海力士工厂爆炸了马上大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617792035488936","repostId":"2674980675","repostType":2,"repost":{"id":"2674980675","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1791818479,"share":"https://www.laohunote.com/m/news/2674980675?lang=zh_CN&edition=full","pubTime":"2026-10-12 23:21","market":"us","language":"zh","title":"长鑫存储4F²架构突破或加剧竞争 美股存储芯片股跌幅扩大 闪迪(SNDK)挫逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674980675","media":"金吾财讯","summary":"金吾财讯 | 美股存储芯片股盘中跌幅扩大,截至发稿,闪迪 跌6.53%,慧荣科技跌6.26%,Rambus跌4.61%,美光科技跌4.04%,SK海力士跌4.01%,希捷科技跌2.94%,西部数据跌2.05%。其他消息面上,周一韩国存储双雄SK海力士、三星电子于韩股市场全天承压,负面情绪进一步传导至美股市场。外资持有SK海力士的比例为49.59%,自上月底跌破50%后,已连续8个交易日徘徊在49%区间。","content":"<html><body><p>金吾财讯 | 美股存储芯片股盘中跌幅扩大,截至发稿,闪迪(SNDK)跌6.53%,慧荣科技(SIMO)跌6.26%,Rambus(RMBS)跌4.61%,美光科技(MU)跌4.04%,<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>(SKHY)跌4.01%,希捷科技(STX)跌2.94%,西部数据(WDC)跌2.05%。消息面上,据证券日报日前报道,<a href=\"https://laohu8.com/S/688825\">长鑫科技</a>在第四届集成芯片和芯粒大会上介绍了其在DRAM(动态随机存取存储器)器件、4F²架构及混合键合等方向的技术探索与积累,并宣布预计年底将推出融合先进技术的新一代DDR(双倍速率同步动态随机存储器)5 RDIMM(寄存式双列直插内存模组)产品。其中,该公司提到,4F²架构的首代产品定为DDR5 RDIMM,将直面服务器内存领域极高的技术与工程壁垒。业内分析指出,4F²新型存储架构也是<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士及美光科技等国际巨头重点布局的前沿领域,长鑫科技的技术突破表明,中国本土存储厂商正通过自主技术路线演进,逐步缩小与国际主流厂商的差距,且随着长鑫科技在高端服务器DRAM及先进架构上的布局落地,或将加剧全球存储行业竞争。</p><p>其他消息面上,周一韩国存储双雄SK海力士、<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>于韩股市场全天承压,负面情绪进一步传导至美股市场。市场分析认为,外资大抛售可能是杀跌的重要原因。韩国交易所数据显示,截至10月7日,外资持有三星电子股份的比例降至46.37%,为2009年7月16日以来最低,约17年新低。外资持有SK海力士的比例为49.59%,自上月底跌破50%后,已连续8个交易日徘徊在49%区间。此外,摩根士丹利最新发布的《存储芯片:传统周期与超级周期之辨》研究报告显示,全球范围内史无前例的AI热潮正在创造需求更强、持续时间更长的存储芯片超级周期,但供给扩张、价格变化及盈利波动的无可避免传统繁荣—衰退周期规律依然存在。</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>长鑫存储4F²架构突破或加剧竞争 美股存储芯片股跌幅扩大 闪迪(SNDK)挫逾6%</title>\n<style 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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长鑫存储4F²架构突破或加剧竞争 美股存储芯片股跌幅扩大 闪迪(SNDK)挫逾6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-10-12 23:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 美股存储芯片股盘中跌幅扩大,截至发稿,闪迪(SNDK)跌6.53%,慧荣科技(SIMO)跌6.26%,Rambus(RMBS)跌4.61%,美光科技(MU)跌4.04%,<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>(SKHY)跌4.01%,希捷科技(STX)跌2.94%,西部数据(WDC)跌2.05%。消息面上,据证券日报日前报道,<a href=\"https://laohu8.com/S/688825\">长鑫科技</a>在第四届集成芯片和芯粒大会上介绍了其在DRAM(动态随机存取存储器)器件、4F²架构及混合键合等方向的技术探索与积累,并宣布预计年底将推出融合先进技术的新一代DDR(双倍速率同步动态随机存储器)5 RDIMM(寄存式双列直插内存模组)产品。其中,该公司提到,4F²架构的首代产品定为DDR5 RDIMM,将直面服务器内存领域极高的技术与工程壁垒。业内分析指出,4F²新型存储架构也是<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士及美光科技等国际巨头重点布局的前沿领域,长鑫科技的技术突破表明,中国本土存储厂商正通过自主技术路线演进,逐步缩小与国际主流厂商的差距,且随着长鑫科技在高端服务器DRAM及先进架构上的布局落地,或将加剧全球存储行业竞争。</p><p>其他消息面上,周一韩国存储双雄SK海力士、<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>于韩股市场全天承压,负面情绪进一步传导至美股市场。市场分析认为,外资大抛售可能是杀跌的重要原因。韩国交易所数据显示,截至10月7日,外资持有三星电子股份的比例降至46.37%,为2009年7月16日以来最低,约17年新低。外资持有SK海力士的比例为49.59%,自上月底跌破50%后,已连续8个交易日徘徊在49%区间。此外,摩根士丹利最新发布的《存储芯片:传统周期与超级周期之辨》研究报告显示,全球范围内史无前例的AI热潮正在创造需求更强、持续时间更长的存储芯片超级周期,但供给扩张、价格变化及盈利波动的无可避免传统繁荣—衰退周期规律依然存在。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","relate_stocks":{"LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4566":"资本集团","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SIMX":"Corgi SIMO 2x Daily ETF","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","SNDK":"闪迪","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC 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那么长的一根上上引线。 怎么可能上涨呢? 这个烂票已经在¥0.4到¥0.5徘徊了很长很长时间了。","listText":"早上涨了3.53%,下午这会儿不就跌回去了吗? 那么长的一根上上引线。 怎么可能上涨呢? 这个烂票已经在¥0.4到¥0.5徘徊了很长很长时间了。","text":"早上涨了3.53%,下午这会儿不就跌回去了吗? 那么长的一根上上引线。 怎么可能上涨呢? 这个烂票已经在¥0.4到¥0.5徘徊了很长很长时间了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615416340316176","repostId":"2673038160","repostType":2,"repost":{"id":"2673038160","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1791250784,"share":"https://www.laohunote.com/m/news/2673038160?lang=zh_CN&edition=full","pubTime":"2026-10-06 09:39","market":"us","language":"zh","title":"影视股盘初走高 大麦娱乐(01060)涨3.53% 国庆档电影票房突破9亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673038160","media":"金吾财讯","summary":"金吾财讯 | 港股影视股盘初走高,截至发稿,大麦娱乐(01060)涨3.53%,猫眼娱乐(01896)涨2.22%,中国星集团(00326)涨1.46%。消息面上,央视新闻6日早间报道,据票务平台数据,2026年国庆档电影票房已突破9亿元,今年国庆假期电影市场迎来多部新作,超10部中外影片轮番登场。目前暂列2026年国庆档电影票房前三的影片,分别为《神探之痕迹》《什么意思夫妇》《生化危机:爆发夜》。","content":"<html><body><p>金吾财讯 | 港股影视股盘初走高,截至发稿,<a href=\"https://laohu8.com/S/01060\">大麦娱乐</a>(01060)涨3.53%,<a href=\"https://laohu8.com/S/01896\">猫眼娱乐</a>(01896)涨2.22%,<a href=\"https://laohu8.com/S/00326\">中国星集团</a>(00326)涨1.46%。消息面上,央视新闻6日早间报道,据票务平台数据,2026年国庆档电影票房已突破9亿元,今年国庆假期电影市场迎来多部新作,超10部中外影片轮番登场。目前暂列2026年国庆档电影票房前三的影片,分别为《神探之痕迹》《什么意思夫妇》《生化危机:爆发夜》。</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>影视股盘初走高 大麦娱乐(01060)涨3.53% 国庆档电影票房突破9亿元</title>\n<style 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href=\"https://laohu8.com/S/01060\">大麦娱乐</a>(01060)涨3.53%,<a href=\"https://laohu8.com/S/01896\">猫眼娱乐</a>(01896)涨2.22%,<a href=\"https://laohu8.com/S/00326\">中国星集团</a>(00326)涨1.46%。消息面上,央视新闻6日早间报道,据票务平台数据,2026年国庆档电影票房已突破9亿元,今年国庆假期电影市场迎来多部新作,超10部中外影片轮番登场。目前暂列2026年国庆档电影票房前三的影片,分别为《神探之痕迹》《什么意思夫妇》《生化危机:爆发夜》。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","relate_stocks":{"BK1501":"阿里概念股","BK1516":"腾讯概念","BK1128":"电影和娱乐","01896":"猫眼娱乐","BK1521":"挪威政府全球养老基金持仓","00326":"中国星集团","01060":"大麦娱乐","BK1142":"互联网与直销零售","BK1591":"就地过年概念","BK1581":"电影概念","BK1584":"蚂蚁金服概念"},"source_url":"1993095","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2673038160","content_text":"金吾财讯 | 港股影视股盘初走高,截至发稿,大麦娱乐(01060)涨3.53%,猫眼娱乐(01896)涨2.22%,中国星集团(00326)涨1.46%。消息面上,央视新闻6日早间报道,据票务平台数据,2026年国庆档电影票房已突破9亿元,今年国庆假期电影市场迎来多部新作,超10部中外影片轮番登场。目前暂列2026年国庆档电影票房前三的影片,分别为《神探之痕迹》《什么意思夫妇》《生化危机:爆发夜》。","news_type":1,"symbols_score_info":{"01896":0.9,"00326":0.9,"01060":1.5}},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613410548802160,"gmtCreate":1790777630728,"gmtModify":1790777632515,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"强劲,疯了吧","listText":"强劲,疯了吧","text":"强劲,疯了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613410548802160","repostId":"2671272460","repostType":2,"repost":{"id":"2671272460","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1790758442,"share":"https://www.laohunote.com/m/news/2671272460?lang=zh_CN&edition=full","pubTime":"2026-09-30 16:54","market":"hk","language":"zh","title":"贝壳(BEKE)盘前上涨2.41% 机构指其可受益于二手房市场强劲前景","url":"https://stock-news.laohu8.com/highlight/detail?id=2671272460","media":"金吾财讯","summary":"金吾财讯 | 贝壳(BEKE)美股盘前股价上涨2.41%,暂报17.00美元。消息面上,里昂表示,随着投资者注意力重回盈利及周期性复苏前景,贝壳受到二手楼市场强劲、潜在的房价复苏及新楼销售改革影响有限所支持,仍是中国房地产板块中的首选股。该行维持贝壳的“跑赢大市”评级,目标价62港元。摩根大通亦指,预计贝壳在二手房市场的更快速增长将足以抵消新房市场的影响。虽然贝壳在新房交易中的“单位经济/总交易金额(GTV)”高于二手房,但其在二手房中的GTV份额明显高于新房。因此,从长期来看,贝壳可以受益于交易量从新房市场转向二手房市场。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/BEKE\">贝壳</a>(BEKE)美股盘前股价上涨2.41%,暂报17.00美元。消息面上,里昂表示,随着投资者注意力重回盈利及周期性复苏前景,贝壳受到二手楼市场强劲、潜在的房价复苏及新楼销售改革影响有限所支持,仍是中国房地产板块中的首选股。该行维持贝壳的“跑赢大市”评级,目标价62港元。摩根大通亦指,预计贝壳在二手房市场的更快速增长将足以抵消新房市场的影响。虽然贝壳在新房交易中的“单位经济/总交易金额(GTV)”高于二手房,但其在二手房中的GTV份额明显高于新房。因此,从长期来看,贝壳可以受益于交易量从新房市场转向二手房市场。</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>贝壳(BEKE)盘前上涨2.41% 机构指其可受益于二手房市场强劲前景</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; 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-09-30 16:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/BEKE\">贝壳</a>(BEKE)美股盘前股价上涨2.41%,暂报17.00美元。消息面上,里昂表示,随着投资者注意力重回盈利及周期性复苏前景,贝壳受到二手楼市场强劲、潜在的房价复苏及新楼销售改革影响有限所支持,仍是中国房地产板块中的首选股。该行维持贝壳的“跑赢大市”评级,目标价62港元。摩根大通亦指,预计贝壳在二手房市场的更快速增长将足以抵消新房市场的影响。虽然贝壳在新房交易中的“单位经济/总交易金额(GTV)”高于二手房,但其在二手房中的GTV份额明显高于新房。因此,从长期来看,贝壳可以受益于交易量从新房市场转向二手房市场。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME 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贝壳(BEKE)美股盘前股价上涨2.41%,暂报17.00美元。消息面上,里昂表示,随着投资者注意力重回盈利及周期性复苏前景,贝壳受到二手楼市场强劲、潜在的房价复苏及新楼销售改革影响有限所支持,仍是中国房地产板块中的首选股。该行维持贝壳的“跑赢大市”评级,目标价62港元。摩根大通亦指,预计贝壳在二手房市场的更快速增长将足以抵消新房市场的影响。虽然贝壳在新房交易中的“单位经济/总交易金额(GTV)”高于二手房,但其在二手房中的GTV份额明显高于新房。因此,从长期来看,贝壳可以受益于交易量从新房市场转向二手房市场。","news_type":1,"symbols_score_info":{"BEKE":1.5}},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609125182485424,"gmtCreate":1789738914298,"gmtModify":1789738916718,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"从小甜甜变牛夫人了","listText":"从小甜甜变牛夫人了","text":"从小甜甜变牛夫人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609125182485424","repostId":"2668192617","repostType":2,"repost":{"id":"2668192617","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1789737201,"share":"https://www.laohunote.com/m/news/2668192617?lang=zh_CN&edition=full","pubTime":"2026-09-18 21:13","market":"fut","language":"zh","title":"【券商聚焦】富国银行下调Netflix(NFLX)评级至“减持” 指盈利前景面临更高不确定性","url":"https://stock-news.laohu8.com/highlight/detail?id=2668192617","media":"金吾财讯","summary":"金吾财讯 | 富国银行新近发布研报,将Netflix 的股票评级从“持股观望”直接下调至“减持”,并将其目标价由80美元大幅下调至57美元。富国银行分析师史蒂文·卡哈尔指出,Netflix面临严峻的用户参与度挑战。受内容支出重置及成本压力影响,富国银行下调了对Netflix 2027年和2028年的营业利润率预期分别至32.6%和34.2%,认为其未来盈利前景面临更高不确定性。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/WFC\">富国银行</a>新近发布研报,将Netflix(NFLX)的股票评级从“持股观望”直接下调至“减持”,并将其目标价由80美元大幅下调至57美元。富国银行分析师史蒂文·卡哈尔指出,Netflix面临严峻的用户参与度挑战。数据显示,2026年上半年Netflix收视率下降8%,前100部原创剧集的观看时长减少3%;预计今年下半年其前100部原创剧集的观看时长将同比暴跌超20%。报告进一步指出,Netflix正将内容分发拓展至YouTube,并加大对游戏、纪录片及体育赛事的投入,但这可能导致其偏离爆款原创内容的核心优势。受内容支出重置及成本压力影响,富国银行下调了对Netflix 2027年和2028年的营业利润率预期分别至32.6%和34.2%,认为其未来盈利前景面临更高不确定性。</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\" 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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【券商聚焦】富国银行下调Netflix(NFLX)评级至“减持” 指盈利前景面临更高不确定性\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-09-18 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/WFC\">富国银行</a>新近发布研报,将Netflix(NFLX)的股票评级从“持股观望”直接下调至“减持”,并将其目标价由80美元大幅下调至57美元。富国银行分析师史蒂文·卡哈尔指出,Netflix面临严峻的用户参与度挑战。数据显示,2026年上半年Netflix收视率下降8%,前100部原创剧集的观看时长减少3%;预计今年下半年其前100部原创剧集的观看时长将同比暴跌超20%。报告进一步指出,Netflix正将内容分发拓展至YouTube,并加大对游戏、纪录片及体育赛事的投入,但这可能导致其偏离爆款原创内容的核心优势。受内容支出重置及成本压力影响,富国银行下调了对Netflix 2027年和2028年的营业利润率预期分别至32.6%和34.2%,认为其未来盈利前景面临更高不确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/ZDBhOTg3YTMxNzM2MjM3OTI3ODI2.png","relate_stocks":{"LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) 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富国银行新近发布研报,将Netflix(NFLX)的股票评级从“持股观望”直接下调至“减持”,并将其目标价由80美元大幅下调至57美元。富国银行分析师史蒂文·卡哈尔指出,Netflix面临严峻的用户参与度挑战。数据显示,2026年上半年Netflix收视率下降8%,前100部原创剧集的观看时长减少3%;预计今年下半年其前100部原创剧集的观看时长将同比暴跌超20%。报告进一步指出,Netflix正将内容分发拓展至YouTube,并加大对游戏、纪录片及体育赛事的投入,但这可能导致其偏离爆款原创内容的核心优势。受内容支出重置及成本压力影响,富国银行下调了对Netflix 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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>小鹏集团-W(09868)涨1.65% 拟拓展海外技术合作 G9L正式发布</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; 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-09-18 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/09868\">小鹏集团-W</a>(09868)早盘冲高略有回落,午后震荡上行,最新涨1.65%,报41.88港元,成交额2.72亿港元,消息面上,小鹏计划把技术输出范围从合作伙伴大众汽车进一步扩大至其他海外车企,以开辟新的收入来源。其中一名知情人士称,小鹏已接触部分潜在合作伙伴,对方对其技术表现出兴趣。董事长何小鹏表示:“我们现在除了大众汽车,也在跟更多的车企和非车企谈技术、芯片等合作。在10月12日的2026巴黎车展上,我们可能会宣布几个新的合作案例。”此外,9月17日晚间,小鹏G9L发布会举行,G9L起售价最低23.18万,Ultra旗舰版最低29.98万。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","relate_stocks":{"09868":"小鹏集团-W","XPEV":"小鹏集团","BK1539":"汽车股","BK1610":"ETF&股票定投概念","BK1119":"汽车制造商","BK1588":"回港中概股","BK1587":"次新股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1575":"同股不同权"},"source_url":"1991997","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2668194394","content_text":"金吾财讯 | 小鹏集团-W(09868)早盘冲高略有回落,午后震荡上行,最新涨1.65%,报41.88港元,成交额2.72亿港元,消息面上,小鹏计划把技术输出范围从合作伙伴大众汽车进一步扩大至其他海外车企,以开辟新的收入来源。其中一名知情人士称,小鹏已接触部分潜在合作伙伴,对方对其技术表现出兴趣。董事长何小鹏表示:“我们现在除了大众汽车,也在跟更多的车企和非车企谈技术、芯片等合作。在10月12日的2026巴黎车展上,我们可能会宣布几个新的合作案例。”此外,9月17日晚间,小鹏G9L发布会举行,G9L起售价最低23.18万,Ultra旗舰版最低29.98万。","news_type":1,"symbols_score_info":{"09868":1.97,"XPEV":1.97}},"isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608110201791560,"gmtCreate":1789487989785,"gmtModify":1789487991729,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"没人接盘了","listText":"没人接盘了","text":"没人接盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608110201791560","repostId":"2667625335","repostType":2,"repost":{"id":"2667625335","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1789484503,"share":"https://www.laohunote.com/m/news/2667625335?lang=zh_CN&edition=full","pubTime":"2026-09-15 23:01","market":"sh","language":"zh","title":"戴尔科技(DELL)盘中扬升4.07% 机构指其仍处于有利位置","url":"https://stock-news.laohu8.com/highlight/detail?id=2667625335","media":"金吾财讯","summary":"金吾财讯 | 戴尔科技 盘中股价扬升4.07%,暂报556.04美元,成交额24.91亿美元。另一消息面上,加拿大皇家银行资本市场新近研报首次覆盖戴尔科技,并给予“跑赢大盘”评级,目标价640美元。RBC分析师表示:“我们认为,随着目前没有任何放缓迹象,戴尔仍处于有利位置,有望从持续多年的AI基础设施支出周期中受益。”RBC指出,戴尔目前服务器订单积压规模达到950亿美元,这些订单尚未开始交付;该公司第二季度AI服务器销售额约为164亿美元。","content":"<html><body><p>金吾财讯 | 戴尔科技(DELL)盘中股价扬升4.07%,暂报556.04美元,成交额24.91亿美元。消息面上,戴尔科技集团CEO迈克尔·戴尔在高盛Communacopia+技术大会上表示,人工智能技术快速发展引发的半导体结构性短缺问题短期内难以缓解,甚至可能持续至2027年后。且半导体短缺已直接推高算力设备及个人电脑的市场价格。另一消息面上,加拿大皇家银行资本市场新近研报首次覆盖戴尔科技,并给予“跑赢大盘”评级,目标价640美元。RBC分析师表示:“我们认为,随着目前没有任何放缓迹象,戴尔仍处于有利位置,有望从持续多年的AI基础设施支出周期中受益。”RBC指出,戴尔目前服务器订单积压规模达到950亿美元,这些订单尚未开始交付;该公司第二季度AI服务器销售额约为164亿美元。</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>戴尔科技(DELL)盘中扬升4.07% 机构指其仍处于有利位置</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; 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-09-15 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 戴尔科技(DELL)盘中股价扬升4.07%,暂报556.04美元,成交额24.91亿美元。消息面上,戴尔科技集团CEO迈克尔·戴尔在高盛Communacopia+技术大会上表示,人工智能技术快速发展引发的半导体结构性短缺问题短期内难以缓解,甚至可能持续至2027年后。且半导体短缺已直接推高算力设备及个人电脑的市场价格。另一消息面上,加拿大皇家银行资本市场新近研报首次覆盖戴尔科技,并给予“跑赢大盘”评级,目标价640美元。RBC分析师表示:“我们认为,随着目前没有任何放缓迹象,戴尔仍处于有利位置,有望从持续多年的AI基础设施支出周期中受益。”RBC指出,戴尔目前服务器订单积压规模达到950亿美元,这些订单尚未开始交付;该公司第二季度AI服务器销售额约为164亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","BK4585":"ETF&股票定投概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) 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戴尔科技(DELL)盘中股价扬升4.07%,暂报556.04美元,成交额24.91亿美元。消息面上,戴尔科技集团CEO迈克尔·戴尔在高盛Communacopia+技术大会上表示,人工智能技术快速发展引发的半导体结构性短缺问题短期内难以缓解,甚至可能持续至2027年后。且半导体短缺已直接推高算力设备及个人电脑的市场价格。另一消息面上,加拿大皇家银行资本市场新近研报首次覆盖戴尔科技,并给予“跑赢大盘”评级,目标价640美元。RBC分析师表示:“我们认为,随着目前没有任何放缓迹象,戴尔仍处于有利位置,有望从持续多年的AI基础设施支出周期中受益。”RBC指出,戴尔目前服务器订单积压规模达到950亿美元,这些订单尚未开始交付;该公司第二季度AI服务器销售额约为164亿美元。","news_type":1,"symbols_score_info":{"WLDR":0.6,"DLLL":0.6,"DELL":1.96,"FXL":0.6}},"isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603772384330216,"gmtCreate":1788442399185,"gmtModify":1788442401124,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"这投行原来目标价7美元,开玩笑","listText":"这投行原来目标价7美元,开玩笑","text":"这投行原来目标价7美元,开玩笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603772384330216","repostId":"2664872046","repostType":2,"repost":{"id":"2664872046","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1788440414,"share":"https://www.laohunote.com/m/news/2664872046?lang=zh_CN&edition=full","pubTime":"2026-09-03 21:00","market":"fut","language":"zh","title":"【券商聚焦】Freedom Broker下调蔚来(NIO)评级至“持有” 指三季度业绩指引逊预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2664872046","media":"金吾财讯","summary":"金吾财讯 | 华尔街投行Freedom Broker发布最新研报,将蔚来 股票评级从“买入”下调至“持有”,并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示,下调评级的主要原因在于蔚来公布的第三季度业绩指引逊于预期,这在一定程度上表明,公司2026年下半年的营收与交付增速可能出现放缓。总体来看,Freedom Broker认为在交付与营收增速放缓的背景下,蔚来股价在未来12个月内大概率将维持横盘震荡格局。","content":"<html><body><p>金吾财讯 | 华尔街投行Freedom Broker发布最新研报,将<a href=\"https://laohu8.com/S/09866\">蔚来</a>(NIO)股票评级从“买入”下调至“持有”,并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示,下调评级的主要原因在于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>公布的第三季度业绩指引逊于预期,这在一定程度上表明,公司2026年下半年的营收与交付增速可能出现放缓。财报显示,蔚来2026年第二季度实现营收321亿元人民币(约合47.4亿美元),同比增长69.1%,但低于Freedom Broker原先预期的339亿元;其中车辆销售收入同比增长80.1%至291亿元,二季度交付量同比增长49.4%至10.77万辆。展望第三季度,蔚来官方给出的营收指引中值为337亿元人民币,低于Fact Set汇总的市场普遍预期的360亿元;交付量指引中值则为10.95万辆。针对这一指引,Freedom Broker分析师德米特里·波兹尼亚科夫做出了更为谨慎的预测,预计蔚来三季度营收为315亿元,交付量为10.8万辆。同时,该机构将蔚来2026全年的营收预测从1380亿元下调至1230亿元,全年交付量预测也由46.8万辆削减至41.9万辆。不过,尽管下调了评级与业绩预测,分析师波兹尼亚科夫依然肯定了蔚来的市场基本面。他指出,蔚来目前仍保持着强劲的电动汽车出货量增长,且正在积极推广乐道(ONVO)与萤火虫(FIREFLY)两大新品牌。随着未来出货规模进一步扩大,运营费用的规模效应有望得到改善,从而对净利润实现转正提供支撑。总体来看,Freedom Broker认为在交付与营收增速放缓的背景下,蔚来股价在未来12个月内大概率将维持横盘震荡格局。</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>【券商聚焦】Freedom Broker下调蔚来(NIO)评级至“持有” 指三季度业绩指引逊预期</title>\n<style 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华尔街投行Freedom Broker发布最新研报,将<a href=\"https://laohu8.com/S/09866\">蔚来</a>(NIO)股票评级从“买入”下调至“持有”,并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示,下调评级的主要原因在于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>公布的第三季度业绩指引逊于预期,这在一定程度上表明,公司2026年下半年的营收与交付增速可能出现放缓。财报显示,蔚来2026年第二季度实现营收321亿元人民币(约合47.4亿美元),同比增长69.1%,但低于Freedom Broker原先预期的339亿元;其中车辆销售收入同比增长80.1%至291亿元,二季度交付量同比增长49.4%至10.77万辆。展望第三季度,蔚来官方给出的营收指引中值为337亿元人民币,低于Fact Set汇总的市场普遍预期的360亿元;交付量指引中值则为10.95万辆。针对这一指引,Freedom Broker分析师德米特里·波兹尼亚科夫做出了更为谨慎的预测,预计蔚来三季度营收为315亿元,交付量为10.8万辆。同时,该机构将蔚来2026全年的营收预测从1380亿元下调至1230亿元,全年交付量预测也由46.8万辆削减至41.9万辆。不过,尽管下调了评级与业绩预测,分析师波兹尼亚科夫依然肯定了蔚来的市场基本面。他指出,蔚来目前仍保持着强劲的电动汽车出货量增长,且正在积极推广乐道(ONVO)与萤火虫(FIREFLY)两大新品牌。随着未来出货规模进一步扩大,运营费用的规模效应有望得到改善,从而对净利润实现转正提供支撑。总体来看,Freedom Broker认为在交付与营收增速放缓的背景下,蔚来股价在未来12个月内大概率将维持横盘震荡格局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","relate_stocks":{"BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4532":"文艺复兴科技持仓","NIO":"蔚来","09866":"蔚来-SW","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","NIOG":"2倍做多NIO ETF-Leverage Shares","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4509":"腾讯概念"},"source_url":"305704","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2664872046","content_text":"金吾财讯 | 华尔街投行Freedom Broker发布最新研报,将蔚来(NIO)股票评级从“买入”下调至“持有”,并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示,下调评级的主要原因在于蔚来公布的第三季度业绩指引逊于预期,这在一定程度上表明,公司2026年下半年的营收与交付增速可能出现放缓。财报显示,蔚来2026年第二季度实现营收321亿元人民币(约合47.4亿美元),同比增长69.1%,但低于Freedom Broker原先预期的339亿元;其中车辆销售收入同比增长80.1%至291亿元,二季度交付量同比增长49.4%至10.77万辆。展望第三季度,蔚来官方给出的营收指引中值为337亿元人民币,低于Fact Set汇总的市场普遍预期的360亿元;交付量指引中值则为10.95万辆。针对这一指引,Freedom Broker分析师德米特里·波兹尼亚科夫做出了更为谨慎的预测,预计蔚来三季度营收为315亿元,交付量为10.8万辆。同时,该机构将蔚来2026全年的营收预测从1380亿元下调至1230亿元,全年交付量预测也由46.8万辆削减至41.9万辆。不过,尽管下调了评级与业绩预测,分析师波兹尼亚科夫依然肯定了蔚来的市场基本面。他指出,蔚来目前仍保持着强劲的电动汽车出货量增长,且正在积极推广乐道(ONVO)与萤火虫(FIREFLY)两大新品牌。随着未来出货规模进一步扩大,运营费用的规模效应有望得到改善,从而对净利润实现转正提供支撑。总体来看,Freedom 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09:57","market":"fut","language":"zh","title":"【特约大V】邓声兴:鹰派加息声浪高涨,恒指或随外围高开后受压","url":"https://stock-news.laohu8.com/highlight/detail?id=2662030670","media":"金吾财讯","summary":"国指跌43点或0.51%,报8490点。Salesforce上调全年业绩预测并宣布与人工智能初创Anthropic加强合作,股价炒高22.6%,为升幅最大道指成份股。鹰派加息声浪高涨,恒指或随外围高开后受压。华虹宏力华虹宏力8月26日公布2026年中期业绩,销售收入创历史新高达13.78亿美元,按年增长24.5%;母公司拥有人应占利润5,956.8万美元,按年飙升409%。华虹宏力正处于业绩爆发、12英寸产能释放及特色工艺平台持续突破的三重利好交汇点,中线估值重构空间值得跟进。","content":"<html><body><p>金吾财讯 | 恒指周四(27日)收市报25565点,跌87点或0.34%。大市全日成交2335亿元。国指跌43点或0.51%,报8490点。科指跌5点或0.13%,报4620点。<a href=\"https://laohu8.com/S/09888\">百度</a>(09888)9月1日起于联交所转为主要上市,收市升5.3%,报95.75元,为升幅第二大蓝筹。道指周四(27日)收市报53569点,升105点或0.2%。标指弹0.72%,报7730点;纳指上扬1.57%,报26541点;重磅股中,特斯拉(Tesla)股价收市涨2.6%,微软升1.7%,亚马逊则跌1.5%。Salesforce上调全年业绩预测并宣布与人工智能(AI)初创Anthropic加强合作,股价炒高22.6%,为升幅最大道指成份股。与AI基建相关的芯片股造好,英特尔及<a href=\"https://laohu8.com/S/600455\">博通</a>(Broadcom)均抽升约4.4%。网络安全公司CrowdStrike跃升20.5%,Okta飙升28.6%。亚太股市今早(28日)个别走,日经225指数现时报66438点,升306点或0.46%。台湾加权指数指数现时报46544点,升569点或1.24%。鹰派加息声浪高涨,恒指或随外围高开后受压。<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)<a href=\"https://laohu8.com/S/01347\">华虹宏力</a>8月26日公布2026年中期业绩,销售收入创历史新高达13.78亿美元,按年增长24.5%;母公司拥有人应占利润5,956.8万美元,按年飙升409%。若以人民币口径计,营业收入95.74亿元,同比增19.41%;归母净利润3.99亿元,同比暴增436.69%。盈利爆发式增长主要受惠于产能利用率高企与产品结构优化带动毛利率显着修复——第二季度毛利率达16.5%,超越公司指引上限。更值得留意的是,管理层给出第三季度收入指引7.7至7.8亿美元(按季增7.3%至8.7%),毛利率指引进一步上修至16%至18%,反映景气上行趋势持续巩固。产能建设方面,无锡二期项目(Fab 9)8.3万片月产能所需设备已全部搬入,计划第三季度末达成规划产能目标;收购华力微97.5%股权事项已获中证监同意注册批复,预计第三季度完成交割,并入后将进一步提升12英寸产能并实现工艺平台深度互补。技术研发同样取得突破——40nm eFlash工艺平台实现风险量产,与海外头部客户合作的40nm MCU成功规模量产,新一代小Pitch IGBT平台亦已进入量产阶段。华虹宏力正处于业绩爆发、12英寸产能释放及特色工艺平台持续突破的三重利好交汇点,中线估值重构空间值得跟进。目标价165,止蚀价$105(笔者为证监会持牌人士及笔者未持有上述股份)</p><p>作者:香港股票分析师协会主席邓声兴博士</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-08-28 09:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 恒指周四(27日)收市报25565点,跌87点或0.34%。大市全日成交2335亿元。国指跌43点或0.51%,报8490点。科指跌5点或0.13%,报4620点。<a href=\"https://laohu8.com/S/09888\">百度</a>(09888)9月1日起于联交所转为主要上市,收市升5.3%,报95.75元,为升幅第二大蓝筹。道指周四(27日)收市报53569点,升105点或0.2%。标指弹0.72%,报7730点;纳指上扬1.57%,报26541点;重磅股中,特斯拉(Tesla)股价收市涨2.6%,微软升1.7%,亚马逊则跌1.5%。Salesforce上调全年业绩预测并宣布与人工智能(AI)初创Anthropic加强合作,股价炒高22.6%,为升幅最大道指成份股。与AI基建相关的芯片股造好,英特尔及<a href=\"https://laohu8.com/S/600455\">博通</a>(Broadcom)均抽升约4.4%。网络安全公司CrowdStrike跃升20.5%,Okta飙升28.6%。亚太股市今早(28日)个别走,日经225指数现时报66438点,升306点或0.46%。台湾加权指数指数现时报46544点,升569点或1.24%。鹰派加息声浪高涨,恒指或随外围高开后受压。<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>(01347)<a href=\"https://laohu8.com/S/01347\">华虹宏力</a>8月26日公布2026年中期业绩,销售收入创历史新高达13.78亿美元,按年增长24.5%;母公司拥有人应占利润5,956.8万美元,按年飙升409%。若以人民币口径计,营业收入95.74亿元,同比增19.41%;归母净利润3.99亿元,同比暴增436.69%。盈利爆发式增长主要受惠于产能利用率高企与产品结构优化带动毛利率显着修复——第二季度毛利率达16.5%,超越公司指引上限。更值得留意的是,管理层给出第三季度收入指引7.7至7.8亿美元(按季增7.3%至8.7%),毛利率指引进一步上修至16%至18%,反映景气上行趋势持续巩固。产能建设方面,无锡二期项目(Fab 9)8.3万片月产能所需设备已全部搬入,计划第三季度末达成规划产能目标;收购华力微97.5%股权事项已获中证监同意注册批复,预计第三季度完成交割,并入后将进一步提升12英寸产能并实现工艺平台深度互补。技术研发同样取得突破——40nm eFlash工艺平台实现风险量产,与海外头部客户合作的40nm MCU成功规模量产,新一代小Pitch IGBT平台亦已进入量产阶段。华虹宏力正处于业绩爆发、12英寸产能释放及特色工艺平台持续突破的三重利好交汇点,中线估值重构空间值得跟进。目标价165,止蚀价$105(笔者为证监会持牌人士及笔者未持有上述股份)</p><p>作者:香港股票分析师协会主席邓声兴博士</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg","relate_stocks":{"82800":"盈富基金-R","83115":"安硕恒生指数—R","89888":"百度集团-WR","513600":"恒生指数ETF南方","688347":"华虹宏力","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND 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恒指周四(27日)收市报25565点,跌87点或0.34%。大市全日成交2335亿元。国指跌43点或0.51%,报8490点。科指跌5点或0.13%,报4620点。百度(09888)9月1日起于联交所转为主要上市,收市升5.3%,报95.75元,为升幅第二大蓝筹。道指周四(27日)收市报53569点,升105点或0.2%。标指弹0.72%,报7730点;纳指上扬1.57%,报26541点;重磅股中,特斯拉(Tesla)股价收市涨2.6%,微软升1.7%,亚马逊则跌1.5%。Salesforce上调全年业绩预测并宣布与人工智能(AI)初创Anthropic加强合作,股价炒高22.6%,为升幅最大道指成份股。与AI基建相关的芯片股造好,英特尔及博通(Broadcom)均抽升约4.4%。网络安全公司CrowdStrike跃升20.5%,Okta飙升28.6%。亚太股市今早(28日)个别走,日经225指数现时报66438点,升306点或0.46%。台湾加权指数指数现时报46544点,升569点或1.24%。鹰派加息声浪高涨,恒指或随外围高开后受压。华虹宏力(01347)华虹宏力8月26日公布2026年中期业绩,销售收入创历史新高达13.78亿美元,按年增长24.5%;母公司拥有人应占利润5,956.8万美元,按年飙升409%。若以人民币口径计,营业收入95.74亿元,同比增19.41%;归母净利润3.99亿元,同比暴增436.69%。盈利爆发式增长主要受惠于产能利用率高企与产品结构优化带动毛利率显着修复——第二季度毛利率达16.5%,超越公司指引上限。更值得留意的是,管理层给出第三季度收入指引7.7至7.8亿美元(按季增7.3%至8.7%),毛利率指引进一步上修至16%至18%,反映景气上行趋势持续巩固。产能建设方面,无锡二期项目(Fab 9)8.3万片月产能所需设备已全部搬入,计划第三季度末达成规划产能目标;收购华力微97.5%股权事项已获中证监同意注册批复,预计第三季度完成交割,并入后将进一步提升12英寸产能并实现工艺平台深度互补。技术研发同样取得突破——40nm eFlash工艺平台实现风险量产,与海外头部客户合作的40nm MCU成功规模量产,新一代小Pitch 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/>\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>长鑫(CXMT)存储超越腾讯(TCEHY) 成为全球最具价值的中国公司</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{ 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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长鑫(CXMT)存储超越腾讯(TCEHY) 成为全球最具价值的中国公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-08-13 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 受人工智能产业带动存储芯片需求景气上行影响,长鑫存储(CXMT)市值完成对港股上市<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>的反超,成为按市值统计全球价值最高的中国企业。长鑫存储于上月登陆上海资本市场,一跃成为国内规模最大的境内上市公司,周四该股下跌1.2%,对应市值回落至5240亿美元。即便出现当日回调,其总市值依旧高于腾讯控股,腾讯估值回落至5100亿美元,市场对于其持续加码人工智能领域投入的担忧加剧,对估值形成压制。机构从业者认为,长鑫存储市值超越腾讯释放出市场信号,芯片产业正在取代互联网流量业务,成为新的价值核心,伴随智能体AI在互联网流量当中占比持续抬升,两家企业市值差距或将进一步拉大。总部坐落于安徽合肥的长鑫存储,同时是全球第四大DRAM存储器厂商,产品覆盖智能手机、AI服务器等多类终端设备。长鑫存储已经成为资本市场观察国内AI发展以及半导体自主进程的核心标的,该股上市首日大涨467%,后续再度录得8%的涨幅。MSCI在上月宣布将长鑫存储纳入MSCI中国全股票指数,调整于8月10日正式生效,进一步为个股带来增量资金。反观腾讯控股股价表现相对疲弱,手握微信社交平台、游戏企业RiotGames等资产,其年内股价累计跌幅已经超过26%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","relate_stocks":{"TCEHY":"腾讯控股ADR","BK4077":"互动媒体与服务","BK4585":"ETF&股票定投概念","00700":"腾讯控股"},"source_url":"303757","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659158829","content_text":"金吾财讯 | 受人工智能产业带动存储芯片需求景气上行影响,长鑫存储(CXMT)市值完成对港股上市腾讯控股的反超,成为按市值统计全球价值最高的中国企业。长鑫存储于上月登陆上海资本市场,一跃成为国内规模最大的境内上市公司,周四该股下跌1.2%,对应市值回落至5240亿美元。即便出现当日回调,其总市值依旧高于腾讯控股,腾讯估值回落至5100亿美元,市场对于其持续加码人工智能领域投入的担忧加剧,对估值形成压制。机构从业者认为,长鑫存储市值超越腾讯释放出市场信号,芯片产业正在取代互联网流量业务,成为新的价值核心,伴随智能体AI在互联网流量当中占比持续抬升,两家企业市值差距或将进一步拉大。总部坐落于安徽合肥的长鑫存储,同时是全球第四大DRAM存储器厂商,产品覆盖智能手机、AI服务器等多类终端设备。长鑫存储已经成为资本市场观察国内AI发展以及半导体自主进程的核心标的,该股上市首日大涨467%,后续再度录得8%的涨幅。MSCI在上月宣布将长鑫存储纳入MSCI中国全股票指数,调整于8月10日正式生效,进一步为个股带来增量资金。反观腾讯控股股价表现相对疲弱,手握微信社交平台、游戏企业RiotGames等资产,其年内股价累计跌幅已经超过26%。","news_type":1,"symbols_score_info":{"TCEHY":1.91,"00700":1.91}},"isVote":1,"tweetType":1,"viewCount":2851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591216183960816,"gmtCreate":1785341559196,"gmtModify":1785341561462,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"咳,不及预期,有没有想过这几个预期本身就是太高了呢","listText":"咳,不及预期,有没有想过这几个预期本身就是太高了呢","text":"咳,不及预期,有没有想过这几个预期本身就是太高了呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591216183960816","repostId":"2655436837","repostType":2,"repost":{"id":"2655436837","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1785291239,"share":"https://www.laohunote.com/m/news/2655436837?lang=zh_CN&edition=full","pubTime":"2026-07-29 10:13","market":"sh","language":"zh","title":"存储概念股持续疲软 兆易创新(03986)跌6.03% SK海力士二季度业绩不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2655436837","media":"金吾财讯","summary":"金吾财讯 | 港股存储概念股持续疲软,截止发稿,南方两倍做多海力士 跌18.52%,南方两倍做多三星电子跌9.03%,兆易创新跌6.03%,澜起科技跌4.90%。消息面上,韩国存储巨头SK海力士周二盘后公布最新业绩显示,第二季度营业利润为60.54万亿韩元,低于预期的64.22万亿韩元;收入为79万亿韩元,亦与此前预期的84万亿韩元差距明显。拖累SK海力士美股盘尾一度跌逾8%。此外,隔晚美股存储芯片股亦连续受挫,其中,美光科技大幅收跌8.85%、闪迪跌14.25%。","content":"<html><body><p>金吾财讯 | 港股存储概念股持续疲软,截止发稿,<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>(07709)跌18.52%,<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>(07747)跌9.03%,<a href=\"https://laohu8.com/S/603986\">兆易创新</a>(03986)跌6.03%,<a href=\"https://laohu8.com/S/688008\">澜起科技</a>(06809)跌4.90%。消息面上,韩国存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>周二盘后公布最新业绩显示,第二季度营业利润为60.54万亿韩元,低于预期的64.22万亿韩元;收入为79万亿韩元,亦与此前预期的84万亿韩元差距明显。价格方面,该公司二季度DRAM芯片平均销售价格(ASP)环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面,公司预计2026全年资本支出将达到40万亿韩元区间高段(约48-50万亿韩元),再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外,隔晚美股存储芯片股亦连续受挫,其中,<a href=\"https://laohu8.com/S/MU\">美光科技</a>大幅收跌8.85%、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌14.25%。</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>存储概念股持续疲软 兆易创新(03986)跌6.03% SK海力士二季度业绩不及预期</title>\n<style 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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存储概念股持续疲软 兆易创新(03986)跌6.03% SK海力士二季度业绩不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-29 10:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 港股存储概念股持续疲软,截止发稿,<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>(07709)跌18.52%,<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>(07747)跌9.03%,<a href=\"https://laohu8.com/S/603986\">兆易创新</a>(03986)跌6.03%,<a href=\"https://laohu8.com/S/688008\">澜起科技</a>(06809)跌4.90%。消息面上,韩国存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>周二盘后公布最新业绩显示,第二季度营业利润为60.54万亿韩元,低于预期的64.22万亿韩元;收入为79万亿韩元,亦与此前预期的84万亿韩元差距明显。价格方面,该公司二季度DRAM芯片平均销售价格(ASP)环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面,公司预计2026全年资本支出将达到40万亿韩元区间高段(约48-50万亿韩元),再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外,隔晚美股存储芯片股亦连续受挫,其中,<a href=\"https://laohu8.com/S/MU\">美光科技</a>大幅收跌8.85%、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌14.25%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","relate_stocks":{"603986":"兆易创新","688008":"澜起科技","MUD":"1倍做空MU ETF-Direxion","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) 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22:47","market":"other","language":"zh","title":"中概股盘中普升 理想汽车(LI)涨6.46% 外资近期密集唱多中国股市并加码布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2654883095","media":"金吾财讯","summary":"7月以来,花旗、瑞银、渣打等多家外资机构集中发布研报,上调中国股市评级与盈利预期,看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配,渣打维持超配评级,核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。同时外资机构实地调研频次显著提升,集中关注电子、集成电路等硬核科技领域,持续重塑A股市场定价体系。","content":"<html><body><p>金吾财讯 | 中概股盘中普升,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI)涨6.46%,<a href=\"https://laohu8.com/S/ATAT\">亚朵</a>(ATAT)涨4.47%,<a href=\"https://laohu8.com/S/HSAI\">禾赛</a>(HSAI)涨3.95%,<a href=\"https://laohu8.com/S/JD\">京东</a>(JD)涨3.68%,<a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES)涨3.47%,<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>(YUMC)涨3.18%,<a href=\"https://laohu8.com/S/HTHT\">华住</a>(HTHT)涨2.99%,<a href=\"https://laohu8.com/S/TCOM\">携程网</a>(TCOM)涨2.05%。</p><p>消息面上,港股今日全天震荡走高,恒生指数盘尾发力翻红,收盘报25310.85点,涨0.41%。7月以来,花旗、瑞银、<a href=\"https://laohu8.com/S/02888\">渣打</a>等多家外资机构集中发布研报,上调中国股市评级与盈利预期,看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配,渣打维持超配评级,核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%,国内高技术制造业与出口表现成为经济超预期的核心支撑,瑞银预计全年A股盈利增速将大幅提升,股权风险溢价持续回落。外资同步落实增配动作,2026年二季度北向资金持股数量环比增加超40亿股,总持股市值达3.13万亿元,创下互联互通机制单季新高。资金布局呈现明显结构性特征,硬科技赛道成为核心配置方向,北向资金重仓前十企业中硬科技标的占比七成,头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升,集中关注电子、集成电路等硬核科技领域,持续重塑A股市场定价体系。</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>中概股盘中普升 理想汽车(LI)涨6.46% 外资近期密集唱多中国股市并加码布局</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI)涨6.46%,<a href=\"https://laohu8.com/S/ATAT\">亚朵</a>(ATAT)涨4.47%,<a href=\"https://laohu8.com/S/HSAI\">禾赛</a>(HSAI)涨3.95%,<a href=\"https://laohu8.com/S/JD\">京东</a>(JD)涨3.68%,<a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES)涨3.47%,<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>(YUMC)涨3.18%,<a href=\"https://laohu8.com/S/HTHT\">华住</a>(HTHT)涨2.99%,<a href=\"https://laohu8.com/S/TCOM\">携程网</a>(TCOM)涨2.05%。</p><p>消息面上,港股今日全天震荡走高,恒生指数盘尾发力翻红,收盘报25310.85点,涨0.41%。7月以来,花旗、瑞银、<a href=\"https://laohu8.com/S/02888\">渣打</a>等多家外资机构集中发布研报,上调中国股市评级与盈利预期,看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配,渣打维持超配评级,核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%,国内高技术制造业与出口表现成为经济超预期的核心支撑,瑞银预计全年A股盈利增速将大幅提升,股权风险溢价持续回落。外资同步落实增配动作,2026年二季度北向资金持股数量环比增加超40亿股,总持股市值达3.13万亿元,创下互联互通机制单季新高。资金布局呈现明显结构性特征,硬科技赛道成为核心配置方向,北向资金重仓前十企业中硬科技标的占比七成,头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升,集中关注电子、集成电路等硬核科技领域,持续重塑A股市场定价体系。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg","relate_stocks":{"BK4555":"新能源车","LI":"理想汽车","02015":"理想汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4526":"热门中概股","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4563":"昨日强势股"},"source_url":"303134","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654883095","content_text":"金吾财讯 | 中概股盘中普升,理想汽车(LI)涨6.46%,亚朵(ATAT)涨4.47%,禾赛(HSAI)涨3.95%,京东(JD)涨3.68%,网易(NTES)涨3.47%,百胜中国(YUMC)涨3.18%,华住(HTHT)涨2.99%,携程网(TCOM)涨2.05%。消息面上,港股今日全天震荡走高,恒生指数盘尾发力翻红,收盘报25310.85点,涨0.41%。7月以来,花旗、瑞银、渣打等多家外资机构集中发布研报,上调中国股市评级与盈利预期,看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配,渣打维持超配评级,核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%,国内高技术制造业与出口表现成为经济超预期的核心支撑,瑞银预计全年A股盈利增速将大幅提升,股权风险溢价持续回落。外资同步落实增配动作,2026年二季度北向资金持股数量环比增加超40亿股,总持股市值达3.13万亿元,创下互联互通机制单季新高。资金布局呈现明显结构性特征,硬科技赛道成为核心配置方向,北向资金重仓前十企业中硬科技标的占比七成,头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升,集中关注电子、集成电路等硬核科技领域,持续重塑A股市场定价体系。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"02015":1.98,"LI":1.98}},"isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590502854739168,"gmtCreate":1785167385961,"gmtModify":1785167388180,"author":{"id":"3465647488121089","authorId":"3465647488121089","name":"神魔一线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465647488121089","authorIdStr":"3465647488121089"},"themes":[],"title":"","htmlText":"真是一个鬼故事,你发动机原理搞明白和能造出和丰田一样高可靠内燃机和整个汽车集成的是两个世界的事。。","listText":"真是一个鬼故事,你发动机原理搞明白和能造出和丰田一样高可靠内燃机和整个汽车集成的是两个世界的事。。","text":"真是一个鬼故事,你发动机原理搞明白和能造出和丰田一样高可靠内燃机和整个汽车集成的是两个世界的事。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590502854739168","repostId":"2654493520","repostType":2,"repost":{"id":"2654493520","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1785163670,"share":"https://www.laohunote.com/m/news/2654493520?lang=zh_CN&edition=full","pubTime":"2026-07-27 22:47","market":"fut","language":"zh","title":"本土企业推进深紫外光刻机研发 美股半导体设备股走低 ASML(ASML)跌7.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2654493520","media":"金吾财讯","summary":"受现行美国出口管制约束,最先进半导体设备难以流入国内市场,推动本土企业加速自主技术攻关。从ASML经营数据来看,其二季度净系统销售额当中14%来自中国市场,相比一季度19%有所回落。","content":"<html><body><p>金吾财讯 | 据知情人士报道,一家总部位于上海、获得国内政策支持的未具名企业,已经启动深紫外光刻机(DUV)的研发制造工作。消息传出后,全球光刻机龙头<a href=\"https://laohu8.com/S/ASML\">ASML</a>(ASML)早盘股价下跌7.09%,<a href=\"https://laohu8.com/S/AXTI\">AXT Inc</a>(AXTI)跌4.83%,<a href=\"https://laohu8.com/S/KLIC\">库力索法半导体</a>(KLIC)跌5.16%,<a href=\"https://laohu8.com/S/KLAC\">科磊</a>(KLAC)跌5.20%,<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT)跌5.57%,SmartKem(SMTK)跌5.97%,<a href=\"https://laohu8.com/S/AMBA\">安霸</a>(AMBA)跌6.33%,泛林集团(LRCX)跌6.82%。</p><p>受现行美国出口管制约束,最先进半导体设备难以流入国内市场,推动本土企业加速自主技术攻关。报道显示,国内DUV光刻机项目尚处在发展早期,企业规划本年度生产5台相关设备,明年最大产能目标为20台;与此同时国内极紫外光刻机(EUV)研发仍停留在原型阶段,距离实现量产还有数年时间。从ASML经营数据来看,其二季度净系统销售额当中14%来自中国市场,相比一季度19%有所回落。不过公司首席财务官R.J.M.Dassen在业绩电话会维持预期,中国业务全年仍将贡献集团净销售额约20%,并会伴随整体业务扩张持续增长,需求支撑主要来自主流逻辑芯片产业需求上行。国内对于光刻机产业布局由来已久,早在2002年便将光刻机列为重点发展赛道。2022年美国出台先进设备出口限制之后,国内产业发展模式有所调整,由单一国家主导研发转向国家与民营企业协同推进。短期来看本土先进光刻设备距离大规模商业化仍存在明显差距,长期层面设备自主化进程持续推进,也成为海外半导体设备厂商无法忽视的行业变量。</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>本土企业推进深紫外光刻机研发 美股半导体设备股走低 ASML(ASML)跌7.09%</title>\n<style 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据知情人士报道,一家总部位于上海、获得国内政策支持的未具名企业,已经启动深紫外光刻机(DUV)的研发制造工作。消息传出后,全球光刻机龙头<a href=\"https://laohu8.com/S/ASML\">ASML</a>(ASML)早盘股价下跌7.09%,<a href=\"https://laohu8.com/S/AXTI\">AXT Inc</a>(AXTI)跌4.83%,<a href=\"https://laohu8.com/S/KLIC\">库力索法半导体</a>(KLIC)跌5.16%,<a href=\"https://laohu8.com/S/KLAC\">科磊</a>(KLAC)跌5.20%,<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT)跌5.57%,SmartKem(SMTK)跌5.97%,<a href=\"https://laohu8.com/S/AMBA\">安霸</a>(AMBA)跌6.33%,泛林集团(LRCX)跌6.82%。</p><p>受现行美国出口管制约束,最先进半导体设备难以流入国内市场,推动本土企业加速自主技术攻关。报道显示,国内DUV光刻机项目尚处在发展早期,企业规划本年度生产5台相关设备,明年最大产能目标为20台;与此同时国内极紫外光刻机(EUV)研发仍停留在原型阶段,距离实现量产还有数年时间。从ASML经营数据来看,其二季度净系统销售额当中14%来自中国市场,相比一季度19%有所回落。不过公司首席财务官R.J.M.Dassen在业绩电话会维持预期,中国业务全年仍将贡献集团净销售额约20%,并会伴随整体业务扩张持续增长,需求支撑主要来自主流逻辑芯片产业需求上行。国内对于光刻机产业布局由来已久,早在2002年便将光刻机列为重点发展赛道。2022年美国出台先进设备出口限制之后,国内产业发展模式有所调整,由单一国家主导研发转向国家与民营企业协同推进。短期来看本土先进光刻设备距离大规模商业化仍存在明显差距,长期层面设备自主化进程持续推进,也成为海外半导体设备厂商无法忽视的行业变量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","relate_stocks":{"EFA":"欧澳远东指数 ETF-iShares MSCI","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","CGIC":"Capital Group International Core Equity ETF","IEFA":"iShares Core MSCI EAFE ETF","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","LU0084288322.USD":"Natixis Asia Equity RD USD","EPAI":"Harbor AI 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Inc(AXTI)跌4.83%,库力索法半导体(KLIC)跌5.16%,科磊(KLAC)跌5.20%,应用材料(AMAT)跌5.57%,SmartKem(SMTK)跌5.97%,安霸(AMBA)跌6.33%,泛林集团(LRCX)跌6.82%。受现行美国出口管制约束,最先进半导体设备难以流入国内市场,推动本土企业加速自主技术攻关。报道显示,国内DUV光刻机项目尚处在发展早期,企业规划本年度生产5台相关设备,明年最大产能目标为20台;与此同时国内极紫外光刻机(EUV)研发仍停留在原型阶段,距离实现量产还有数年时间。从ASML经营数据来看,其二季度净系统销售额当中14%来自中国市场,相比一季度19%有所回落。不过公司首席财务官R.J.M.Dassen在业绩电话会维持预期,中国业务全年仍将贡献集团净销售额约20%,并会伴随整体业务扩张持续增长,需求支撑主要来自主流逻辑芯片产业需求上行。国内对于光刻机产业布局由来已久,早在2002年便将光刻机列为重点发展赛道。2022年美国出台先进设备出口限制之后,国内产业发展模式有所调整,由单一国家主导研发转向国家与民营企业协同推进。短期来看本土先进光刻设备距离大规模商业化仍存在明显差距,长期层面设备自主化进程持续推进,也成为海外半导体设备厂商无法忽视的行业变量。","news_type":1,"symbols_score_info":{"CGIC":0.6,"ASMH":0.6,"EPAI":0.6,"FFGX":0.6,"PQNT":0.6,"IEFA":0.6,"ILOW":0.6,"HBMX":0.6,"ASML":1.97,"03165":0.6,"FENI":0.6,"ASMU":0.6,"IFLR":0.6,"GSID":0.6,"EFA":0.6,"DBEF":0.6,"CHPX":0.6,"DBEU":0.6}},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589359417074584,"gmtCreate":1784918011561,"gmtModify":1784918013712,"author":{"id":"3547770082360239","authorId":"3547770082360239","name":"Peter_C_1590","avatar":"https://static.tigerbbs.com/89b7194c751f677a2d47097c9612bb2e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547770082360239","authorIdStr":"3547770082360239"},"themes":[],"title":"","htmlText":"摩根士丹利说存储见顶你引用的是sharon kim的报告吗?那已经证实是假消息了哦","listText":"摩根士丹利说存储见顶你引用的是sharon kim的报告吗?那已经证实是假消息了哦","text":"摩根士丹利说存储见顶你引用的是sharon kim的报告吗?那已经证实是假消息了哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589359417074584","repostId":"2653038251","repostType":2,"repost":{"id":"2653038251","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784902561,"share":"https://www.laohunote.com/m/news/2653038251?lang=zh_CN&edition=full","pubTime":"2026-07-24 22:16","market":"us","language":"zh","title":"存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2653038251","media":"金吾财讯","summary":"金吾财讯 | 美股存储芯片板块集体回调,截至发稿,闪迪 跌 6.58%,SK 海力士 跌 5.80%,美光科技 跌 5.32%,慧荣科技 跌 4.78%,Rambus 跌 4.57%,西部数据 跌 4.18%,希捷科技 跌 2.47%。侯赛尼表示,下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外,摩根士丹利最新报告警示,由人工智能驱动的半导体存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,标志着本轮产业周期正在发生深刻转变。","content":"<html><body><p>金吾财讯 | 美股存储芯片板块集体回调,截至发稿,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 跌 6.58%,SK 海力士 (SKHY) 跌 5.80%,<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 跌 5.32%,<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 跌 4.78%,<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 跌 4.57%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 跌 4.18%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 跌 2.47%。消息面上,投行Susquehanna分析师迈赫迪·侯赛尼在新近研报中将闪迪的目标价从3250美元下调至3050美元,维持“买入”评级。侯赛尼表示,下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外,AI推理应用的存储架构仍存在不确定性——如果AI企业采用KV Cache卸载方案将大幅提升企业级SSD需求,反之若继续依赖DRAM/HBM,闪迪旗舰产品的需求将低于预期。此外,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告警示,由人工智能(AI)驱动的半导体存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,标志着本轮产业周期正在发生深刻转变。该行表示,市场对存储制造商的盈利上调动能正在显著减弱,数据显示净盈利上调率已从92%的峰值回落至77%,而这一早期信号表明,盈利升级周期正在失去动力,市场对存储行业盈利的定价正回归理性,而非此前的狂热状态。</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>存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点</title>\n<style 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美股存储芯片板块集体回调,截至发稿,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 跌 6.58%,SK 海力士 (SKHY) 跌 5.80%,<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 跌 5.32%,<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 跌 4.78%,<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 跌 4.57%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 跌 4.18%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 跌 2.47%。消息面上,投行Susquehanna分析师迈赫迪·侯赛尼在新近研报中将闪迪的目标价从3250美元下调至3050美元,维持“买入”评级。侯赛尼表示,下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外,AI推理应用的存储架构仍存在不确定性——如果AI企业采用KV Cache卸载方案将大幅提升企业级SSD需求,反之若继续依赖DRAM/HBM,闪迪旗舰产品的需求将低于预期。此外,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告警示,由人工智能(AI)驱动的半导体存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,标志着本轮产业周期正在发生深刻转变。该行表示,市场对存储制造商的盈利上调动能正在显著减弱,数据显示净盈利上调率已从92%的峰值回落至77%,而这一早期信号表明,盈利升级周期正在失去动力,市场对存储行业盈利的定价正回归理性,而非此前的狂热状态。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","relate_stocks":{"159582":"半导体","CWC":"Clockwise Capital Innovation ETF","09747":"南方两倍做多三星电子-U","TECY":"GraniteShares YieldBOOST Technology ETF","PSI":"INVESCO SEMICONDUCTORS ETF","FWD":"AB DISRUPTORS ETF","SSG":"Proshares Ultrashort Semiconductors","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","RMBS":"Rambus","RULE":"Adaptive Core ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","FSMD":"Fidelity Small-Mid Multifactor ETF","DRMP":"Tuttle Capital Memory Stack Income Blast ETF","TEKX":"SPDR Galaxy Transformative Tech 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10:16","market":"other","language":"zh","title":"小米上调出货目标 下游厂商抵制存储涨价并认为价格拐点将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2653324025","media":"金吾财讯","summary":"金吾财讯 | 据悉,小米已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部,增幅约16%,上调的增量部分主要来自低端机型。一位接近小米的人士告诉界面新闻,此次上调出货目标是小米内部认为当前的存储行情有望迎来反转。上述人士还表示,此次小米上调出货目标带来的信号是,存储下游的厂商已经不愿意再为持续攀升的存储成本买单了,当需求端的容忍度触及天花板,价格上涨的动能便可能出现拐点。","content":"<html><body><p>金吾财讯 | 据悉,<a href=\"https://laohu8.com/S/XIACY\">小米</a>已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部,增幅约16%,上调的增量部分主要来自低端机型。一位接近<a href=\"https://laohu8.com/S/01810\">小米</a>的人士告诉界面新闻,此次上调出货目标是<a href=\"https://laohu8.com/S/81810\">小米</a>内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨,小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪,其中OPPO、vivo在前不久就拒绝了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>第三季度的报价,尽管这份报价对比前两个季度涨幅并不多。上述人士还表示,此次小米上调出货目标带来的信号是,存储下游的厂商已经不愿意再为持续攀升的存储成本买单了,当需求端的容忍度触及天花板,价格上涨的动能便可能出现拐点。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-21 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据悉,<a href=\"https://laohu8.com/S/XIACY\">小米</a>已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部,增幅约16%,上调的增量部分主要来自低端机型。一位接近<a href=\"https://laohu8.com/S/01810\">小米</a>的人士告诉界面新闻,此次上调出货目标是<a href=\"https://laohu8.com/S/81810\">小米</a>内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨,小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪,其中OPPO、vivo在前不久就拒绝了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>第三季度的报价,尽管这份报价对比前两个季度涨幅并不多。上述人士还表示,此次小米上调出货目标带来的信号是,存储下游的厂商已经不愿意再为持续攀升的存储成本买单了,当需求端的容忍度触及天花板,价格上涨的动能便可能出现拐点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/OWI3ZjY5NWRmZjU4M2NjYTgyNzA0NzY5MDM5NQ==.jpg","relate_stocks":{"81810":"小米集团-WR","LU2097828557.USD":"AZ 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据悉,小米已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部,增幅约16%,上调的增量部分主要来自低端机型。一位接近小米的人士告诉界面新闻,此次上调出货目标是小米内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨,小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪,其中OPPO、vivo在前不久就拒绝了三星第三季度的报价,尽管这份报价对比前两个季度涨幅并不多。上述人士还表示,此次小米上调出货目标带来的信号是,存储下游的厂商已经不愿意再为持续攀升的存储成本买单了,当需求端的容忍度触及天花板,价格上涨的动能便可能出现拐点。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1.93,"01810":1.93,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587912886821752,"gmtCreate":1784564852675,"gmtModify":1784564854741,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"不是之前各种做空观点嘛,变得真快","listText":"不是之前各种做空观点嘛,变得真快","text":"不是之前各种做空观点嘛,变得真快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587912886821752","repostId":"2652421926","repostType":2,"repost":{"id":"2652421926","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784555268,"share":"https://www.laohunote.com/m/news/2652421926?lang=zh_CN&edition=full","pubTime":"2026-07-20 21:47","market":"nz","language":"zh","title":"存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2652421926","media":"金吾财讯","summary":"大摩估计,第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%,高于大摩自身及第三方机构的此前预测。大摩指出,此轮存储周期的核心逻辑在于,内存正日益成为AI基础设施建设的主要瓶颈之一,这一结构性约束预计将持续数年。在此背景下,大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通,维持对存储板块的积极判断,将此次回调定性为具有吸引力的买入窗口。","content":"<html><body><p>金吾财讯 | 美股存储概念股盘初悉数上扬,截至发稿,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%,<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%,SK 海力士 (SKHY) 涨 5.02%,<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%,<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露,分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认,存储短缺的强度没有任何减弱迹象。大摩估计,第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%,高于大摩自身及第三方机构的此前预测。大摩指出,此轮存储周期的核心逻辑在于,内存正日益成为AI基础设施建设的主要瓶颈之一,这一结构性约束预计将持续数年。在此背景下,大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>,维持对存储板块的积极判断,将此次回调定性为具有吸引力的买入窗口。</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>存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口</title>\n<style 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美股存储概念股盘初悉数上扬,截至发稿,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%,<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%,SK 海力士 (SKHY) 涨 5.02%,<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%,<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露,分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认,存储短缺的强度没有任何减弱迹象。大摩估计,第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%,高于大摩自身及第三方机构的此前预测。大摩指出,此轮存储周期的核心逻辑在于,内存正日益成为AI基础设施建设的主要瓶颈之一,这一结构性约束预计将持续数年。在此背景下,大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>,维持对存储板块的积极判断,将此次回调定性为具有吸引力的买入窗口。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"IE00B894F039.SGD":"Legg Mason 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