cky10327的个人主页 - 老虎社区

cky10327

cky10327

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IP属地：江苏

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04-20

$Fastly, Inc.(FSLY)$ 之前被骗下车了，什么联盟[流泪]

06-22

$Rocket Lab USA, Inc.(RKLB)$ 你都跌倒无量了，竟然下杀这么多点，故意的嘛？

07-16

$闪迪(SNDK)$ 有一点不懂，很多机构还是把这些目标价订到至少1900最近，那他们是根据什么，各行各业在叫存储见顶，虚假泡沫，那他们这个价格参照什么来的，又不是前段时间定价，是最近跌这么凶的定价，是为了让散户接盘吗，所以现在应该做什么呢？

2024-11-06

$3D系统(DDD)$ 最近有什么利好嘛

07-25

$闪迪(SNDK)$ 海力士跌，因为离婚案，迪子这边因为一条22年的信息，而且人家出来辟谣了，7月底又有加息预期，那边又开打，这都什么乱七八糟点，太难了，涨了之后各种阻碍的声音，关键其他板块也不好啊

06-25

$纳斯达克(.IXIC)$ 怎么觉得A股美股化，可是美股A股化啊[捂脸]

02-25

不理解，能不能有高人解释下，AMD涨那么疯，这边没动静 [生气]

07-28

$闪迪(SNDK)$ 挺好奇的，这波做空会到什么位置

02-24

啥时候做空要这么大张旗鼓的啦，告诉我全世界我在做空你[惊讶] 什么逻辑

知名做空机构香橼称正在做空闪迪，指存储芯片市场繁荣为“供应幻象”

07-03

$Cerebras Systems(CBRS)$ 你为什么也跟着跌？

去老虎APP查看更多动态

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10:13","market":"fut","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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}\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","SNXX":"Tradr 2X Long SNDK Daily ETF","EMSF":"Matthews Emerging Markets Sustainable Future Active 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挺好奇的，这波做空会到什么位置","text":"$闪迪(SNDK)$ 挺好奇的，这波做空会到什么位置","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/590828436804264","isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590306372378632,"gmtCreate":1785164545460,"gmtModify":1785164547525,"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":"被人家排除在外，恨得牙痒痒的这是，还有什么利空，全放出来吧","listText":"被人家排除在外，恨得牙痒痒的这是，还有什么利空，全放出来吧","text":"被人家排除在外，恨得牙痒痒的这是，还有什么利空，全放出来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590306372378632","repostId":"1178261519","repostType":2,"repost":{"id":"1178261519","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1785160134,"share":"https://www.laohu8.com/m/news/1178261519?lang=zh_CN&edition=full","pubTime":"2026-07-27 21:48","market":"us","language":"zh","title":"异动解读｜闪迪盘中下跌3.55%，盘前反弹未能延续，大摩内存价格见顶警告持续压制情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1178261519","media":"行情直击","summary":"7月27日，闪迪盘中下跌3.55%，报1369.16美元/股，成交额29.65亿美元。尽管盘前受分析师澄清NAND利空传闻提振一度上涨近5%，但开盘后反弹迅速消退。消息面上，摩根士丹利此前警告内存合同价格预计将于第四季度见顶，AI驱动的存储行业狂欢正接近拐点，净盈利上调率已从92%峰值回落至77%。叠加7月24日板块遭受逾10%深度回调的余震尚未消化，市场对存储周期转折的担忧持续压制多头信心。同业西部数据跌1.18%、希捷科技跌0.81%，板块整体承压。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","content":"<p><p>7月27日，闪迪盘中下跌3.55%，报1369.16美元/股，成交额29.65亿美元。尽管盘前受分析师澄清NAND利空传闻提振一度上涨近5%，但开盘后反弹迅速消退。</p><p>消息面上，摩根士丹利此前警告内存合同价格预计将于第四季度见顶，AI驱动的存储行业狂欢正接近拐点，净盈利上调率已从92%峰值回落至77%。叠加7月24日板块遭受逾10%深度回调的余震尚未消化，市场对存储周期转折的担忧持续压制多头信心。同业西部数据跌1.18%、希捷科技跌0.81%，板块整体承压。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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>异动解读｜闪迪盘中下跌3.55%，盘前反弹未能延续，大摩内存价格见顶警告持续压制情绪</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/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-27 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月27日，闪迪盘中下跌3.55%，报1369.16美元/股，成交额29.65亿美元。尽管盘前受分析师澄清NAND利空传闻提振一度上涨近5%，但开盘后反弹迅速消退。</p><p>消息面上，摩根士丹利此前警告内存合同价格预计将于第四季度见顶，AI驱动的存储行业狂欢正接近拐点，净盈利上调率已从92%峰值回落至77%。叠加7月24日板块遭受逾10%深度回调的余震尚未消化，市场对存储周期转折的担忧持续压制多头信心。同业西部数据跌1.18%、希捷科技跌0.81%，板块整体承压。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178261519","content_text":"7月27日，闪迪盘中下跌3.55%，报1369.16美元/股，成交额29.65亿美元。尽管盘前受分析师澄清NAND利空传闻提振一度上涨近5%，但开盘后反弹迅速消退。消息面上，摩根士丹利此前警告内存合同价格预计将于第四季度见顶，AI驱动的存储行业狂欢正接近拐点，净盈利上调率已从92%峰值回落至77%。叠加7月24日板块遭受逾10%深度回调的余震尚未消化，市场对存储周期转折的担忧持续压制多头信心。同业西部数据跌1.18%、希捷科技跌0.81%，板块整体承压。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589436108272136,"gmtCreate":1784936815774,"gmtModify":1784936818271,"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":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 海力士跌，因为离婚案，迪子这边因为一条22年的信息，而且人家出来辟谣了，7月底又有加息预期，那边又开打，这都什么乱七八糟点，太难了，涨了之后各种阻碍的声音，关键其他板块也不好啊","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 海力士跌，因为离婚案，迪子这边因为一条22年的信息，而且人家出来辟谣了，7月底又有加息预期，那边又开打，这都什么乱七八糟点，太难了，涨了之后各种阻碍的声音，关键其他板块也不好啊","text":"$闪迪(SNDK)$ 海力士跌，因为离婚案，迪子这边因为一条22年的信息，而且人家出来辟谣了，7月底又有加息预期，那边又开打，这都什么乱七八糟点，太难了，涨了之后各种阻碍的声音，关键其他板块也不好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/589436108272136","isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496346935589210","authorId":"3496346935589210","name":"2567啊","avatar":"https://static.tigerbbs.com/d866cf010a6e4a06fd92dfc1d4d30944","crmLevel":2,"crmLevelSwitch":0,"idStr":"3496346935589210","authorIdStr":"3496346935589210"},"content":"就是回调期，别依赖啥信息反转，回调期下无视好消息，放大坏消息","text":"就是回调期，别依赖啥信息反转，回调期下无视好消息，放大坏消息","html":"就是回调期，别依赖啥信息反转，回调期下无视好消息，放大坏消息"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589319784269368,"gmtCreate":1784908412358,"gmtModify":1784908414308,"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":"人家都辟谣了，你还在这边发消息","listText":"人家都辟谣了，你还在这边发消息","text":"人家都辟谣了，你还在这边发消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589319784269368","repostId":"1160221261","repostType":2,"repost":{"id":"1160221261","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1784890271,"share":"https://www.laohu8.com/m/news/1160221261?lang=zh_CN&edition=full","pubTime":"2026-07-24 18:51","market":"hk","language":"zh","title":"异动解读｜闪迪盘前下跌3.03%，大摩警告内存价格或于四季度见顶叠加前一交易日大涨后获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1160221261","media":"行情直击","summary":"7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的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，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","content":"<p><p>7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的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，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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>异动解读｜闪迪盘前下跌3.03%，大摩警告内存价格或于四季度见顶叠加前一交易日大涨后获利回吐</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; 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class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-24 18:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的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，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160221261","content_text":"7月24日，闪迪盘前下跌3.03%，报1561.65美元/股，成交额1.62亿美元，回吐前一交易日盘中逾5%的涨幅。消息面上，摩根士丹利最新报告警告，AI驱动的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，净盈利上调率已从92%峰值回落至77%，市场对存储周期转折的担忧加剧。存储板块整体承压，同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%，行业个股普遍走弱。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589129202004168,"gmtCreate":1784861797308,"gmtModify":1784861799136,"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":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 你也是个斗啊","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 你也是个斗啊","text":"$腾讯控股(00700)$ 你也是个斗啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589129202004168","isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588414586507528,"gmtCreate":1784687331435,"gmtModify":1784687333635,"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":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 咳，原来你属于老登系列[冷漠]&nbsp;&nbsp;[冷漠]&nbsp;&nbsp;[冷漠]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 咳，原来你属于老登系列[冷漠]&nbsp;&nbsp;[冷漠]&nbsp;&nbsp;[冷漠]&nbsp;&nbsp;","text":"$腾讯控股(00700)$ 咳，原来你属于老登系列[冷漠] [冷漠] [冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588414586507528","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588130224853208,"gmtCreate":1784617994576,"gmtModify":1784617996342,"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":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 现在看到盘前涨心就慌[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 现在看到盘前涨心就慌[捂脸]&nbsp;&nbsp;","text":"$闪迪(SNDK)$ 现在看到盘前涨心就慌[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588130224853208","isVote":1,"tweetType":1,"viewCount":334,"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.laohu8.com/m/news/2652421926?lang=zh_CN&edition=full","pubTime":"2026-07-20 21:47","market":"us","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":{"LU2271345857.HKD":"ALLIANZ GLOBAL 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你搞得自己好像是存储板块一样，咳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586459784851824","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586459000107304,"gmtCreate":1784209894776,"gmtModify":1784209896857,"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":"一个新闻今天发明天发的，干嘛啊","listText":"一个新闻今天发明天发的，干嘛啊","text":"一个新闻今天发明天发的，干嘛啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586459000107304","repostId":"1139093420","repostType":2,"repost":{"id":"1139093420","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1784208675,"share":"https://www.laohu8.com/m/news/1139093420?lang=zh_CN&edition=full","pubTime":"2026-07-16 21:31","market":"us","language":"zh","title":"异动解读｜闪迪盘中下跌4.69%，Argus维持持有评级叠加存储周期见顶担忧延续板块抛压","url":"https://stock-news.laohu8.com/highlight/detail?id=1139093420","media":"行情直击","summary":"7月16日，闪迪盘中下跌4.69%，报1530.1美元/股，成交额19.46亿美元。此前一个交易日闪迪已大跌超10%，跌势延续。消息面上，Argus研究公司发布闪迪覆盖报告给予\"持有\"评级，与Evercore ISI（目标价3100美元）、高盛（目标价2200美元）等大行积极看多形成鲜明对比，多空分歧进一步加剧。存储超级周期见顶担忧持续主导市场情绪，高盛资金追踪报告显示对冲基金连续数周净卖出信息技术板块，SK海力士、美光科技、西部数据同步下挫，板块整体抛压显著。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","content":"<p><p>7月16日，闪迪盘中下跌4.69%，报1530.1美元/股，成交额19.46亿美元。此前一个交易日闪迪已大跌超10%，跌势延续。</p><p>消息面上，Argus研究公司发布闪迪覆盖报告给予\"持有\"评级，与Evercore ISI（目标价3100美元）、高盛（目标价2200美元）等大行积极看多形成鲜明对比，多空分歧进一步加剧。存储超级周期见顶担忧持续主导市场情绪，高盛资金追踪报告显示对冲基金连续数周净卖出信息技术板块，SK海力士、美光科技、西部数据同步下挫，板块整体抛压显著。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-16 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月16日，闪迪盘中下跌4.69%，报1530.1美元/股，成交额19.46亿美元。此前一个交易日闪迪已大跌超10%，跌势延续。</p><p>消息面上，Argus研究公司发布闪迪覆盖报告给予\"持有\"评级，与Evercore ISI（目标价3100美元）、高盛（目标价2200美元）等大行积极看多形成鲜明对比，多空分歧进一步加剧。存储超级周期见顶担忧持续主导市场情绪，高盛资金追踪报告显示对冲基金连续数周净卖出信息技术板块，SK海力士、美光科技、西部数据同步下挫，板块整体抛压显著。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139093420","content_text":"7月16日，闪迪盘中下跌4.69%，报1530.1美元/股，成交额19.46亿美元。此前一个交易日闪迪已大跌超10%，跌势延续。消息面上，Argus研究公司发布闪迪覆盖报告给予\"持有\"评级，与Evercore 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什么逻辑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/536277175500960","repostId":"1120902790","repostType":2,"repost":{"id":"1120902790","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":1771944490,"share":"https://www.laohu8.com/m/news/1120902790?lang=zh_CN&edition=full","pubTime":"2026-02-24 22:48","market":"us","language":"zh","title":"知名做空机构香橼称正在做空闪迪，指存储芯片市场繁荣为“供应幻象”","url":"https://stock-news.laohu8.com/highlight/detail?id=1120902790","media":"老虎资讯综合","summary":"指当前存储芯片市场繁荣为“供应幻象”。","content":"<html><head></head><body><p><strong>知名做空机构香橼称正在做空 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 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22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>知名做空机构香橼称正在做空 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> ，指当前存储芯片市场繁荣为“供应幻象”。</strong></p><p>香橼续称，市场正按照英伟达的逻辑给闪迪定价，但这存在一个致命问题：英伟达拥有护城河，而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业，而周期终会见顶。</p><p>闪迪盘中震荡下挫，截至发稿跌幅超5%。同时， <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌近3%， <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 跌2%， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 跌约1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/943ede7ba4aac71b369748ef6729a72f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1160973a09dc1249fa306fd91b9d84c\" title=\"\" tg-width=\"591\" tg-height=\"860\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42124aee3650a48de8abd3a477140231","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120902790","content_text":"知名做空机构香橼称正在做空 闪迪 ，指当前存储芯片市场繁荣为“供应幻象”。香橼续称，市场正按照英伟达的逻辑给闪迪定价，但这存在一个致命问题：英伟达拥有护城河，而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业，而周期终会见顶。闪迪盘中震荡下挫，截至发稿跌幅超5%。同时， 希捷科技 跌近3%， 西部数据 跌2%， 美光科技 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