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怀特星骑马的芒果

怀特星骑马的芒果

眼光决定收益

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怀特星骑马的芒果

07-30

干得漂亮

MICRON TECHNOLOGY INC 董事长及CEO Sanjay Mehrotra 减持23,160股

怀特星骑马的芒果

07-02

果然是技术公司

美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键

怀特星骑马的芒果

06-30

长期供应合同有效。

韩国双雄抛5000亿美元扩产计划，美光缘何无视利空、逆势收涨？

怀特星骑马的芒果

06-27

Sadana言之有理

苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产

怀特星骑马的芒果

04-23

$美光科技(MU)$

怀特星骑马的芒果

2025-12-22

闪迪⚡

闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%

怀特星骑马的芒果

2025-12-08

咖啡因含量特别高

异动解读 | 霸王茶姬盘中大跌5.82%，国内GMV下滑与分红争议引担忧

怀特星骑马的芒果

2021-06-12

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的董事长及CEO Sanjay Mehrotra 于2026年7月24日根据其在2026年1月30日设立的10b5-1交易计划减持了公司23,160股普通股票。尽管董事长的减持不一定意味着利空，但投资者仍需关注公司的最新动向。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178987991","content_text":"MICRON TECHNOLOGY INC 的董事长及CEO Sanjay Mehrotra 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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美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据市场消息，因内存短缺而一跃成为华尔街新宠的半导体公司美光科技，正对着自己的老客户“重拳出击”。美光科技首席执行官桑杰·梅赫罗特拉最新表示，过去几年里，一些客户要求内存制造商降低价格，从而带来了一些负面影响。2023年，美光的价格降到了原来的三分之一，导致无力投资新的产能。 他透露，某些客户大幅降低了内存行业的定价，是现在内存普遍短缺的重要原因。预计存储器短缺问题可能会持续到2027年甚至更久，...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC 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他透露，某些客户大幅降低了内存行业的定价，是现在内存普遍短缺的重要原因。预计存储器短缺问题可能会持续到2027年甚至更久，因为制造工厂需要数年时间才能建成，而且下一代存储器的制造工艺更加复杂。美光的这番暗讽被普遍认为是针对其大客户苹果发出的，尽管梅赫罗特拉并未直接提及苹果的名字。","news_type":1,"symbols_score_info":{"AAPB":0.6,"MULL":0.6,"AAPW":0.6,"AAPU":0.6,"AAPL":2.1,"APLY":0.6,"MU":2.1,"MUU":0.6,"MUD":0.6,"AAPY":0.6,"AAPX":0.6,"AAPD":0.6}},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580710890947720,"gmtCreate":1782805278760,"gmtModify":1782805280700,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461311533630585","authorIdStr":"3461311533630585"},"themes":[],"title":"","htmlText":"长期供应合同有效。","listText":"长期供应合同有效。","text":"长期供应合同有效。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580710890947720","repostId":"1178770892","repostType":2,"repost":{"id":"1178770892","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":1782784572,"share":"https://www.laohunote.com/m/news/1178770892?lang=zh_CN&edition=full","pubTime":"2026-06-30 09:56","market":"us","language":"zh","title":"韩国双雄抛5000亿美元扩产计划，美光缘何无视利空、逆势收涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=1178770892","media":"老虎资讯综合","summary":"在韩国官方的扩产简报发布后，美光早盘曾一度下挫达4%，但随后市场情绪迅速修复并收复失地。远水难解近渴，新产能落地尚需数年然而，竞争对手的巨额扩产计划对美光而言或许并非绝对的利空。这意味着，韩国双雄新增的产能兑现期过于遥远，投资者目前无需过度担忧。这部分合同预计将占据美光总营收的40%左右，且公司正计划进一步提高这一比例。","content":"<html><head></head><body><h4 id=\"id_877552989\">对手豪掷巨资扩产，美光股价先抑后扬 </h4><p>尽管韩国存储芯片巨头SK海力士与三星电子宣布了庞大的投资计划， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 周一股价仍扭转了早盘的跌势，最终收涨1.14%，报1,145.28美元。在韩国官方的扩产简报发布后，美光早盘曾一度下挫达4%，但随后市场情绪迅速修复并收复失地。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc9d647556640a90eb8c3d8e9497dca8\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h4 id=\"id_2035683480\">韩国双雄狂砸800万亿韩元，争夺AI芯片市场 </h4><p>韩国产业通商资源部部长在周一的简报中透露，SK海力士与三星将合计斥资800万亿韩元（约合5185.8亿美元），在韩国西南部建设全新的芯片制造枢纽。在为英伟达等最新AI芯片提供至关重要的高带宽内存领域，美光正是这两家韩国巨头的核心竞争对手，三方正激烈争夺这一利润丰厚的市场。</p><h4 id=\"id_3132436223\">远水难解近渴，新产能落地尚需数年</h4><p>然而，竞争对手的巨额扩产计划对美光而言或许并非绝对的利空。大型芯片制造厂的建设往往需要耗费数年时间，以美光自身为例，其于2022年宣布在纽约州投资1000亿美元的建厂项目，预计要到2030年才能正式投产。这意味着，韩国双雄新增的产能兑现期过于遥远，投资者目前无需过度担忧。</p><h4 id=\"id_2547405643\">长约锁定价格，筑起抗风险护城河 </h4><p>此外，美光目前正在积极签署附带最低价格保证的长期供应合同。这部分合同预计将占据美光总营收的40%左右，且公司正计划进一步提高这一比例。这意味着，当韩国的新增产能真正投入运营时，美光早已通过这些长期合同锁定了价格与利润，从而有效抵御未来潜在的市场价格波动风险。</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>韩国双雄抛5000亿美元扩产计划，美光缘何无视利空、逆势收涨？</title>\n<style 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id=\"id_877552989\">对手豪掷巨资扩产，美光股价先抑后扬 </h4><p>尽管韩国存储芯片巨头SK海力士与三星电子宣布了庞大的投资计划， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 周一股价仍扭转了早盘的跌势，最终收涨1.14%，报1,145.28美元。在韩国官方的扩产简报发布后，美光早盘曾一度下挫达4%，但随后市场情绪迅速修复并收复失地。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc9d647556640a90eb8c3d8e9497dca8\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h4 id=\"id_2035683480\">韩国双雄狂砸800万亿韩元，争夺AI芯片市场 </h4><p>韩国产业通商资源部部长在周一的简报中透露，SK海力士与三星将合计斥资800万亿韩元（约合5185.8亿美元），在韩国西南部建设全新的芯片制造枢纽。在为英伟达等最新AI芯片提供至关重要的高带宽内存领域，美光正是这两家韩国巨头的核心竞争对手，三方正激烈争夺这一利润丰厚的市场。</p><h4 id=\"id_3132436223\">远水难解近渴，新产能落地尚需数年</h4><p>然而，竞争对手的巨额扩产计划对美光而言或许并非绝对的利空。大型芯片制造厂的建设往往需要耗费数年时间，以美光自身为例，其于2022年宣布在纽约州投资1000亿美元的建厂项目，预计要到2030年才能正式投产。这意味着，韩国双雄新增的产能兑现期过于遥远，投资者目前无需过度担忧。</p><h4 id=\"id_2547405643\">长约锁定价格，筑起抗风险护城河 </h4><p>此外，美光目前正在积极签署附带最低价格保证的长期供应合同。这部分合同预计将占据美光总营收的40%左右，且公司正计划进一步提高这一比例。这意味着，当韩国的新增产能真正投入运营时，美光早已通过这些长期合同锁定了价格与利润，从而有效抵御未来潜在的市场价格波动风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9c44b161825d0dfdcfc656a6a1b5a806","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技","MUD":"1倍做空MU ETF-Direxion","07747":"南方两倍做多三星电子","MUU":"2倍做多MU ETF-Direxion","07709":"南方两倍做多海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178770892","content_text":"对手豪掷巨资扩产，美光股价先抑后扬 尽管韩国存储芯片巨头SK海力士与三星电子宣布了庞大的投资计划， 美光科技 周一股价仍扭转了早盘的跌势，最终收涨1.14%，报1,145.28美元。在韩国官方的扩产简报发布后，美光早盘曾一度下挫达4%，但随后市场情绪迅速修复并收复失地。韩国双雄狂砸800万亿韩元，争夺AI芯片市场 韩国产业通商资源部部长在周一的简报中透露，SK海力士与三星将合计斥资800万亿韩元（约合5185.8亿美元），在韩国西南部建设全新的芯片制造枢纽。在为英伟达等最新AI芯片提供至关重要的高带宽内存领域，美光正是这两家韩国巨头的核心竞争对手，三方正激烈争夺这一利润丰厚的市场。远水难解近渴，新产能落地尚需数年然而，竞争对手的巨额扩产计划对美光而言或许并非绝对的利空。大型芯片制造厂的建设往往需要耗费数年时间，以美光自身为例，其于2022年宣布在纽约州投资1000亿美元的建厂项目，预计要到2030年才能正式投产。这意味着，韩国双雄新增的产能兑现期过于遥远，投资者目前无需过度担忧。长约锁定价格，筑起抗风险护城河 此外，美光目前正在积极签署附带最低价格保证的长期供应合同。这部分合同预计将占据美光总营收的40%左右，且公司正计划进一步提高这一比例。这意味着，当韩国的新增产能真正投入运营时，美光早已通过这些长期合同锁定了价格与利润，从而有效抵御未来潜在的市场价格波动风险。","news_type":1,"symbols_score_info":{"MULL":0.6,"07747":2,"07709":2,"MU":2,"MUD":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579704707036032,"gmtCreate":1782559561760,"gmtModify":1782561733014,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461311533630585","authorIdStr":"3461311533630585"},"themes":[],"title":"","htmlText":"Sadana言之有理","listText":"Sadana言之有理","text":"Sadana言之有理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579704707036032","repostId":"2646338265","repostType":2,"repost":{"id":"2646338265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782448231,"share":"https://www.laohunote.com/m/news/2646338265?lang=zh_CN&edition=full","pubTime":"2026-06-26 12:30","market":"us","language":"zh","title":"苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<html><head></head><body><p style=\"text-align: left;\">围绕存储芯片价格的责任归属，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与美光正展开一场公开隔空交锋。</p><p style=\"text-align: left;\">苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。</p><p style=\"text-align: left;\">此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。</p><p style=\"text-align: left;\">然而，作为苹果供应商之一，<a href=\"https://laohu8.com/S/MU\">美光科技</a>首席商务官Sumit Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。</p><p style=\"text-align: left;\">这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><h2 style=\"text-align: left;\">库克喊冤：存储商涨价凶猛，消费者承压</h2><p style=\"text-align: left;\">库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：</p><blockquote><p style=\"text-align: left;\">在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。</p></blockquote><p style=\"text-align: left;\">这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。</p><p style=\"text-align: left;\">对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。<strong>他未点名道姓，但措辞直接</strong>：</p><blockquote><p style=\"text-align: left;\">我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。</p></blockquote><p style=\"text-align: left;\">他进一步指出：</p><blockquote><p style=\"text-align: left;\"><strong>2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。</strong></p></blockquote><p style=\"text-align: left;\">苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。</p><p style=\"text-align: left;\">然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。</p><p style=\"text-align: left;\"><strong>这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。</strong></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>苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产</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苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-26 12:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">围绕存储芯片价格的责任归属，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与美光正展开一场公开隔空交锋。</p><p style=\"text-align: left;\">苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。</p><p style=\"text-align: left;\">此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。</p><p style=\"text-align: left;\">然而，作为苹果供应商之一，<a href=\"https://laohu8.com/S/MU\">美光科技</a>首席商务官Sumit Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。</p><p style=\"text-align: left;\">这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><h2 style=\"text-align: left;\">库克喊冤：存储商涨价凶猛，消费者承压</h2><p style=\"text-align: left;\">库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：</p><blockquote><p style=\"text-align: left;\">在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。</p></blockquote><p style=\"text-align: left;\">这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。</p><p style=\"text-align: left;\">对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。<strong>他未点名道姓，但措辞直接</strong>：</p><blockquote><p style=\"text-align: left;\">我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。</p></blockquote><p style=\"text-align: left;\">他进一步指出：</p><blockquote><p style=\"text-align: left;\"><strong>2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。</strong></p></blockquote><p style=\"text-align: left;\">苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。</p><p style=\"text-align: left;\">然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。</p><p style=\"text-align: left;\"><strong>这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) 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Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。库克喊冤：存储商涨价凶猛，消费者承压库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。他未点名道姓，但措辞直接：我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。他进一步指出：2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。","news_type":1,"symbols_score_info":{"AAPB":0.6,"MUD":0.6,"MUU":0.6,"MU":1.91,"APLY":0.6,"AAPY":0.6,"AAPW":0.6,"AAPU":0.6,"AAPX":0.6,"AAPL":1.95,"AAPD":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556426893514536,"gmtCreate":1776874985283,"gmtModify":1776875476965,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461311533630585","authorIdStr":"3461311533630585"},"themes":[],"title":"","htmlText":"<a 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07:15","market":"us","language":"zh","title":"闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%","url":"https://stock-news.laohu8.com/highlight/detail?id=2593124720","media":"华尔街见闻","summary":"闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。","content":"<html><head></head><body><blockquote><p>闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。</p></blockquote><p style=\"text-align: justify;\">自今年2月重返公开市场以来，<strong>闪迪(Sandisk)凭借人工智能驱动的强劲需求迎来爆发式增长。</strong>机构预测，<strong>其营收有望在两年内实现高达76%的增长，股价表现更是远超行业平均水平。这家从西部数据独立出来的闪存制造商，正充分受益于AI数据密集型工作负载所带来的结构性机遇以及供给相对受限的市场格局。</strong></p><p style=\"text-align: justify;\">自今年年初以来，闪迪股价已累计上涨约560%。近期在美光科技发布超预期财报的提振下，其股价走势进一步走强。公司已于去年11月被正式纳入标普500指数。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/202c5b0e257df532198a20d968d116ff\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Benchmark研究分析师Mark Miller在最新报告中指出，<strong>当前由AI驱动的高景气供需格局预计将持续至2026年之后。</strong>基于这一判断，该机构维持对闪迪的“买入”评级及260美元目标价，并同步上调了其2026财年与2027财年的盈利预测。</p><p style=\"text-align: justify;\"><strong>闪迪的业绩增长前景，突显了AI基础设施投资热潮对上游存储产业链的强劲拉动。</strong>预计到2030年，数据中心及AI相关基础设施投资规模将突破1万亿美元，这为闪迪高容量、高能效的固态硬盘(SSD)产品提供了持续且广阔的市场空间。</p><h2 id=\"id_1674793170\" style=\"text-align: left;\">BiCS8技术构筑竞争壁垒</h2><p style=\"text-align: justify;\"><strong>闪迪的企业级固态硬盘（eSSD）业务虽尚处发展早期，但其BiCS8技术正逐步构建差异化的竞争力。</strong>花旗分析指出，此类产品作为数据中心主流闪存解决方案，将持续受益于行业整体供应偏紧的格局，尤其是超大规模云服务商对生成式AI训练与推理服务的强劲需求，将有力支撑eSSD市场的长期增长。</p><p style=\"text-align: justify;\">在2026财年第一季度，BiCS8技术已占公司总出货存储容量的15%，并预计在本财年结束前成为产能的主导部分。该技术的商业化推进直接带动了数据中心业务增长，该业务板块当季营收达2.69亿美元，环比增长26%。目前，全球范围内包括超大规模云服务商、新兴云服务提供商及OEM客户对BiCS8产品的关注度持续提升。</p><p style=\"text-align: justify;\">面向未来，闪迪专为数据中心设计的高性能SSD产品线Stargate有望在现有客户中进一步扩大采用份额。此外，公司与SK海力士合作推进的高带宽闪存技术，也将为数据中心及边缘设备的AI推理场景提供更高性能的存储支持。</p><h2 id=\"id_4070162504\" style=\"text-align: left;\">PC更新周期提振边缘业务</h2><p style=\"text-align: justify;\">边缘业务已成为闪迪重要的增长动力。在2026财年第一季度，该业务实现营收13.9亿美元，环比增长26%，同比增长30%。增长主要受益于Windows 11升级带动的PC换机周期，预计2025年至2026年全球PC出货量将维持低个位数增长，同时单机平均存储容量有望实现中个位数提升。</p><p style=\"text-align: justify;\">与此同时，生成式AI在PC与智能手机端的加速普及，为闪迪开辟了新的增长空间。预计今明两年智能手机平均存储容量将保持高个位数增长。公司判断，随着终端设备升级节奏加快，边缘业务将持续扩张，并进一步带动每设备NAND存储搭载量的提升。</p><p style=\"text-align: justify;\">消费业务同样表现亮眼。第一季度该板块销售额达6.52亿美元，同比增长27%，环比增长11%。增长主要得益于与任天堂的合作——联名推出的Switch 2 microSD Express卡在第一季度售出90万张。此外，公司近期还发布了适用于ROG Ally及Xbox的专用存储卡，进一步巩固其在游戏存储市场的竞争力。</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>闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-12-22 07:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。</p></blockquote><p style=\"text-align: justify;\">自今年2月重返公开市场以来，<strong>闪迪(Sandisk)凭借人工智能驱动的强劲需求迎来爆发式增长。</strong>机构预测，<strong>其营收有望在两年内实现高达76%的增长，股价表现更是远超行业平均水平。这家从西部数据独立出来的闪存制造商，正充分受益于AI数据密集型工作负载所带来的结构性机遇以及供给相对受限的市场格局。</strong></p><p style=\"text-align: justify;\">自今年年初以来，闪迪股价已累计上涨约560%。近期在美光科技发布超预期财报的提振下，其股价走势进一步走强。公司已于去年11月被正式纳入标普500指数。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/202c5b0e257df532198a20d968d116ff\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Benchmark研究分析师Mark Miller在最新报告中指出，<strong>当前由AI驱动的高景气供需格局预计将持续至2026年之后。</strong>基于这一判断，该机构维持对闪迪的“买入”评级及260美元目标价，并同步上调了其2026财年与2027财年的盈利预测。</p><p style=\"text-align: justify;\"><strong>闪迪的业绩增长前景，突显了AI基础设施投资热潮对上游存储产业链的强劲拉动。</strong>预计到2030年，数据中心及AI相关基础设施投资规模将突破1万亿美元，这为闪迪高容量、高能效的固态硬盘(SSD)产品提供了持续且广阔的市场空间。</p><h2 id=\"id_1674793170\" style=\"text-align: left;\">BiCS8技术构筑竞争壁垒</h2><p style=\"text-align: justify;\"><strong>闪迪的企业级固态硬盘（eSSD）业务虽尚处发展早期，但其BiCS8技术正逐步构建差异化的竞争力。</strong>花旗分析指出，此类产品作为数据中心主流闪存解决方案，将持续受益于行业整体供应偏紧的格局，尤其是超大规模云服务商对生成式AI训练与推理服务的强劲需求，将有力支撑eSSD市场的长期增长。</p><p style=\"text-align: justify;\">在2026财年第一季度，BiCS8技术已占公司总出货存储容量的15%，并预计在本财年结束前成为产能的主导部分。该技术的商业化推进直接带动了数据中心业务增长，该业务板块当季营收达2.69亿美元，环比增长26%。目前，全球范围内包括超大规模云服务商、新兴云服务提供商及OEM客户对BiCS8产品的关注度持续提升。</p><p style=\"text-align: justify;\">面向未来，闪迪专为数据中心设计的高性能SSD产品线Stargate有望在现有客户中进一步扩大采用份额。此外，公司与SK海力士合作推进的高带宽闪存技术，也将为数据中心及边缘设备的AI推理场景提供更高性能的存储支持。</p><h2 id=\"id_4070162504\" style=\"text-align: left;\">PC更新周期提振边缘业务</h2><p style=\"text-align: justify;\">边缘业务已成为闪迪重要的增长动力。在2026财年第一季度，该业务实现营收13.9亿美元，环比增长26%，同比增长30%。增长主要受益于Windows 11升级带动的PC换机周期，预计2025年至2026年全球PC出货量将维持低个位数增长，同时单机平均存储容量有望实现中个位数提升。</p><p style=\"text-align: justify;\">与此同时，生成式AI在PC与智能手机端的加速普及，为闪迪开辟了新的增长空间。预计今明两年智能手机平均存储容量将保持高个位数增长。公司判断，随着终端设备升级节奏加快，边缘业务将持续扩张，并进一步带动每设备NAND存储搭载量的提升。</p><p style=\"text-align: justify;\">消费业务同样表现亮眼。第一季度该板块销售额达6.52亿美元，同比增长27%，环比增长11%。增长主要得益于与任天堂的合作——联名推出的Switch 2 microSD Express卡在第一季度售出90万张。此外，公司近期还发布了适用于ROG Ally及Xbox的专用存储卡，进一步巩固其在游戏存储市场的竞争力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SNDK":"闪迪"},"source_url":"https://wallstreetcn.com/articles/3761801","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2593124720","content_text":"闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。自今年2月重返公开市场以来，闪迪(Sandisk)凭借人工智能驱动的强劲需求迎来爆发式增长。机构预测，其营收有望在两年内实现高达76%的增长，股价表现更是远超行业平均水平。这家从西部数据独立出来的闪存制造商，正充分受益于AI数据密集型工作负载所带来的结构性机遇以及供给相对受限的市场格局。自今年年初以来，闪迪股价已累计上涨约560%。近期在美光科技发布超预期财报的提振下，其股价走势进一步走强。公司已于去年11月被正式纳入标普500指数。Benchmark研究分析师Mark Miller在最新报告中指出，当前由AI驱动的高景气供需格局预计将持续至2026年之后。基于这一判断，该机构维持对闪迪的“买入”评级及260美元目标价，并同步上调了其2026财年与2027财年的盈利预测。闪迪的业绩增长前景，突显了AI基础设施投资热潮对上游存储产业链的强劲拉动。预计到2030年，数据中心及AI相关基础设施投资规模将突破1万亿美元，这为闪迪高容量、高能效的固态硬盘(SSD)产品提供了持续且广阔的市场空间。BiCS8技术构筑竞争壁垒闪迪的企业级固态硬盘（eSSD）业务虽尚处发展早期，但其BiCS8技术正逐步构建差异化的竞争力。花旗分析指出，此类产品作为数据中心主流闪存解决方案，将持续受益于行业整体供应偏紧的格局，尤其是超大规模云服务商对生成式AI训练与推理服务的强劲需求，将有力支撑eSSD市场的长期增长。在2026财年第一季度，BiCS8技术已占公司总出货存储容量的15%，并预计在本财年结束前成为产能的主导部分。该技术的商业化推进直接带动了数据中心业务增长，该业务板块当季营收达2.69亿美元，环比增长26%。目前，全球范围内包括超大规模云服务商、新兴云服务提供商及OEM客户对BiCS8产品的关注度持续提升。面向未来，闪迪专为数据中心设计的高性能SSD产品线Stargate有望在现有客户中进一步扩大采用份额。此外，公司与SK海力士合作推进的高带宽闪存技术，也将为数据中心及边缘设备的AI推理场景提供更高性能的存储支持。PC更新周期提振边缘业务边缘业务已成为闪迪重要的增长动力。在2026财年第一季度，该业务实现营收13.9亿美元，环比增长26%，同比增长30%。增长主要受益于Windows 11升级带动的PC换机周期，预计2025年至2026年全球PC出货量将维持低个位数增长，同时单机平均存储容量有望实现中个位数提升。与此同时，生成式AI在PC与智能手机端的加速普及，为闪迪开辟了新的增长空间。预计今明两年智能手机平均存储容量将保持高个位数增长。公司判断，随着终端设备升级节奏加快，边缘业务将持续扩张，并进一步带动每设备NAND存储搭载量的提升。消费业务同样表现亮眼。第一季度该板块销售额达6.52亿美元，同比增长27%，环比增长11%。增长主要得益于与任天堂的合作——联名推出的Switch 2 microSD 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22:33","market":"hk","language":"zh","title":"异动解读 | 霸王茶姬盘中大跌5.82%，国内GMV下滑与分红争议引担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1188165596","media":"异动解读","summary":"今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。","content":"<p>今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。</p><p>消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。</p><p>尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。</p>","source":"ai_movement_cn","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\" 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class=\"h-time\">2025-12-05 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。</p><p>消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。</p><p>尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHA":"霸王茶姬"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188165596","content_text":"今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。","news_type":1,"symbols_score_info":{"CHA":1}},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186148218,"gmtCreate":1623480993834,"gmtModify":1623480993834,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461311533630585","authorIdStr":"3461311533630585"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186148218","repostId":"16226253307800","repostType":17,"repost":{"id":659,"live_id":"16226253307800","type":0,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[3,1,7,2],"title":"老虎七周年：在全球与你不期而遇","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/all.m3u8","video_url":"","live_img_url":"https://static.tigerbbs.com/15c8932cbfaf7db8777884709a89234c","live_img_url_en":"","activate_content":true,"expected_time":1623477600974,"time_remain":-162525156751,"start_time":0,"end_time":0,"user_counter":"270652","symbols":[],"speaker_info":[],"abstract":["最美的相遇，是不期而遇；\n老虎证券刚迎来7岁生日。","和光同尘，与时舒卷；\n从中国走向全球，老虎从不忘科技让投资更美好的初心。","目光如炬，坚定不移；\n翻开下一个7年，老虎一如既往与你携手并进共创奇迹。","北京时间 6月12日14点整，老虎直播间将全程直播7周年Open 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11:19","market":"us","language":"zh","title":"美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键","url":"https://stock-news.laohu8.com/highlight/detail?id=2648602575","media":"格隆汇","summary":"据市场消息，因内存短缺而一跃成为华尔街新宠的半导体公司美光科技，正对着自己的老客户“重拳出击”。美光科技首席执行官桑杰·梅赫罗特拉最新表示，过去几年里，一些客户要求内存制造商降低价格，从而带来了一些负","content":"<html><head></head><body><p style=\"text-align: left;\">据市场消息，因内存短缺而一跃成为华尔街新宠的半导体公司美光科技，正对着自己的老客户“重拳出击”。</p><p style=\"text-align: left;\">美光科技首席执行官桑杰·梅赫罗特拉最新表示，过去几年里，一些客户要求内存制造商降低价格，从而带来了一些负面影响。2023年，美光的价格降到了原来的三分之一，导致无力投资新的产能。 </p><p style=\"text-align: left;\">他透露，<u>某些客户大幅降低了内存行业的定价，是现在内存普遍短缺的重要原因</u>。预计存储器短缺问题可能会持续到2027年甚至更久，因为制造工厂需要数年时间才能建成，而且下一代存储器的制造工艺更加复杂。美光的这番暗讽被普遍认为是针对其大客户苹果发出的，尽管梅赫罗特拉并未直接提及苹果的名字。</p></body></html>","source":"live_gelonghui","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 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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美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据市场消息，因内存短缺而一跃成为华尔街新宠的半导体公司美光科技，正对着自己的老客户“重拳出击”。美光科技首席执行官桑杰·梅赫罗特拉最新表示，过去几年里，一些客户要求内存制造商降低价格，从而带来了一些负面影响。2023年，美光的价格降到了原来的三分之一，导致无力投资新的产能。 他透露，某些客户大幅降低了内存行业的定价，是现在内存普遍短缺的重要原因。预计存储器短缺问题可能会持续到2027年甚至更久，...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC 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</a>&nbsp;","text":"$美光科技(MU)$","images":[{"img":"https://static.tigerbbs.com/9f43de210570b6ecc04675c659e5fbac","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556426893514536","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":513385892950816,"gmtCreate":1766365377320,"gmtModify":1766366806369,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461311533630585","idStr":"3461311533630585"},"themes":[],"title":"","htmlText":"闪迪⚡","listText":"闪迪⚡","text":"闪迪⚡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513385892950816","repostId":"2593124720","repostType":2,"repost":{"id":"2593124720","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1766358928,"share":"https://www.laohunote.com/m/news/2593124720?lang=zh_CN&edition=full","pubTime":"2025-12-22 07:15","market":"us","language":"zh","title":"闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%","url":"https://stock-news.laohu8.com/highlight/detail?id=2593124720","media":"华尔街见闻","summary":"闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。","content":"<html><head></head><body><blockquote><p>闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。</p></blockquote><p style=\"text-align: justify;\">自今年2月重返公开市场以来，<strong>闪迪(Sandisk)凭借人工智能驱动的强劲需求迎来爆发式增长。</strong>机构预测，<strong>其营收有望在两年内实现高达76%的增长，股价表现更是远超行业平均水平。这家从西部数据独立出来的闪存制造商，正充分受益于AI数据密集型工作负载所带来的结构性机遇以及供给相对受限的市场格局。</strong></p><p style=\"text-align: justify;\">自今年年初以来，闪迪股价已累计上涨约560%。近期在美光科技发布超预期财报的提振下，其股价走势进一步走强。公司已于去年11月被正式纳入标普500指数。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/202c5b0e257df532198a20d968d116ff\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Benchmark研究分析师Mark Miller在最新报告中指出，<strong>当前由AI驱动的高景气供需格局预计将持续至2026年之后。</strong>基于这一判断，该机构维持对闪迪的“买入”评级及260美元目标价，并同步上调了其2026财年与2027财年的盈利预测。</p><p style=\"text-align: justify;\"><strong>闪迪的业绩增长前景，突显了AI基础设施投资热潮对上游存储产业链的强劲拉动。</strong>预计到2030年，数据中心及AI相关基础设施投资规模将突破1万亿美元，这为闪迪高容量、高能效的固态硬盘(SSD)产品提供了持续且广阔的市场空间。</p><h2 id=\"id_1674793170\" style=\"text-align: left;\">BiCS8技术构筑竞争壁垒</h2><p style=\"text-align: justify;\"><strong>闪迪的企业级固态硬盘（eSSD）业务虽尚处发展早期，但其BiCS8技术正逐步构建差异化的竞争力。</strong>花旗分析指出，此类产品作为数据中心主流闪存解决方案，将持续受益于行业整体供应偏紧的格局，尤其是超大规模云服务商对生成式AI训练与推理服务的强劲需求，将有力支撑eSSD市场的长期增长。</p><p style=\"text-align: justify;\">在2026财年第一季度，BiCS8技术已占公司总出货存储容量的15%，并预计在本财年结束前成为产能的主导部分。该技术的商业化推进直接带动了数据中心业务增长，该业务板块当季营收达2.69亿美元，环比增长26%。目前，全球范围内包括超大规模云服务商、新兴云服务提供商及OEM客户对BiCS8产品的关注度持续提升。</p><p style=\"text-align: justify;\">面向未来，闪迪专为数据中心设计的高性能SSD产品线Stargate有望在现有客户中进一步扩大采用份额。此外，公司与SK海力士合作推进的高带宽闪存技术，也将为数据中心及边缘设备的AI推理场景提供更高性能的存储支持。</p><h2 id=\"id_4070162504\" style=\"text-align: left;\">PC更新周期提振边缘业务</h2><p style=\"text-align: justify;\">边缘业务已成为闪迪重要的增长动力。在2026财年第一季度，该业务实现营收13.9亿美元，环比增长26%，同比增长30%。增长主要受益于Windows 11升级带动的PC换机周期，预计2025年至2026年全球PC出货量将维持低个位数增长，同时单机平均存储容量有望实现中个位数提升。</p><p style=\"text-align: justify;\">与此同时，生成式AI在PC与智能手机端的加速普及，为闪迪开辟了新的增长空间。预计今明两年智能手机平均存储容量将保持高个位数增长。公司判断，随着终端设备升级节奏加快，边缘业务将持续扩张，并进一步带动每设备NAND存储搭载量的提升。</p><p style=\"text-align: justify;\">消费业务同样表现亮眼。第一季度该板块销售额达6.52亿美元，同比增长27%，环比增长11%。增长主要得益于与任天堂的合作——联名推出的Switch 2 microSD Express卡在第一季度售出90万张。此外，公司近期还发布了适用于ROG Ally及Xbox的专用存储卡，进一步巩固其在游戏存储市场的竞争力。</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>闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%</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闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-12-22 07:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。</p></blockquote><p style=\"text-align: justify;\">自今年2月重返公开市场以来，<strong>闪迪(Sandisk)凭借人工智能驱动的强劲需求迎来爆发式增长。</strong>机构预测，<strong>其营收有望在两年内实现高达76%的增长，股价表现更是远超行业平均水平。这家从西部数据独立出来的闪存制造商，正充分受益于AI数据密集型工作负载所带来的结构性机遇以及供给相对受限的市场格局。</strong></p><p style=\"text-align: justify;\">自今年年初以来，闪迪股价已累计上涨约560%。近期在美光科技发布超预期财报的提振下，其股价走势进一步走强。公司已于去年11月被正式纳入标普500指数。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/202c5b0e257df532198a20d968d116ff\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Benchmark研究分析师Mark Miller在最新报告中指出，<strong>当前由AI驱动的高景气供需格局预计将持续至2026年之后。</strong>基于这一判断，该机构维持对闪迪的“买入”评级及260美元目标价，并同步上调了其2026财年与2027财年的盈利预测。</p><p style=\"text-align: justify;\"><strong>闪迪的业绩增长前景，突显了AI基础设施投资热潮对上游存储产业链的强劲拉动。</strong>预计到2030年，数据中心及AI相关基础设施投资规模将突破1万亿美元，这为闪迪高容量、高能效的固态硬盘(SSD)产品提供了持续且广阔的市场空间。</p><h2 id=\"id_1674793170\" style=\"text-align: left;\">BiCS8技术构筑竞争壁垒</h2><p style=\"text-align: justify;\"><strong>闪迪的企业级固态硬盘（eSSD）业务虽尚处发展早期，但其BiCS8技术正逐步构建差异化的竞争力。</strong>花旗分析指出，此类产品作为数据中心主流闪存解决方案，将持续受益于行业整体供应偏紧的格局，尤其是超大规模云服务商对生成式AI训练与推理服务的强劲需求，将有力支撑eSSD市场的长期增长。</p><p style=\"text-align: justify;\">在2026财年第一季度，BiCS8技术已占公司总出货存储容量的15%，并预计在本财年结束前成为产能的主导部分。该技术的商业化推进直接带动了数据中心业务增长，该业务板块当季营收达2.69亿美元，环比增长26%。目前，全球范围内包括超大规模云服务商、新兴云服务提供商及OEM客户对BiCS8产品的关注度持续提升。</p><p style=\"text-align: justify;\">面向未来，闪迪专为数据中心设计的高性能SSD产品线Stargate有望在现有客户中进一步扩大采用份额。此外，公司与SK海力士合作推进的高带宽闪存技术，也将为数据中心及边缘设备的AI推理场景提供更高性能的存储支持。</p><h2 id=\"id_4070162504\" style=\"text-align: left;\">PC更新周期提振边缘业务</h2><p style=\"text-align: justify;\">边缘业务已成为闪迪重要的增长动力。在2026财年第一季度，该业务实现营收13.9亿美元，环比增长26%，同比增长30%。增长主要受益于Windows 11升级带动的PC换机周期，预计2025年至2026年全球PC出货量将维持低个位数增长，同时单机平均存储容量有望实现中个位数提升。</p><p style=\"text-align: justify;\">与此同时，生成式AI在PC与智能手机端的加速普及，为闪迪开辟了新的增长空间。预计今明两年智能手机平均存储容量将保持高个位数增长。公司判断，随着终端设备升级节奏加快，边缘业务将持续扩张，并进一步带动每设备NAND存储搭载量的提升。</p><p style=\"text-align: justify;\">消费业务同样表现亮眼。第一季度该板块销售额达6.52亿美元，同比增长27%，环比增长11%。增长主要得益于与任天堂的合作——联名推出的Switch 2 microSD Express卡在第一季度售出90万张。此外，公司近期还发布了适用于ROG Ally及Xbox的专用存储卡，进一步巩固其在游戏存储市场的竞争力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SNDK":"闪迪"},"source_url":"https://wallstreetcn.com/articles/3761801","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2593124720","content_text":"闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。自今年2月重返公开市场以来，闪迪(Sandisk)凭借人工智能驱动的强劲需求迎来爆发式增长。机构预测，其营收有望在两年内实现高达76%的增长，股价表现更是远超行业平均水平。这家从西部数据独立出来的闪存制造商，正充分受益于AI数据密集型工作负载所带来的结构性机遇以及供给相对受限的市场格局。自今年年初以来，闪迪股价已累计上涨约560%。近期在美光科技发布超预期财报的提振下，其股价走势进一步走强。公司已于去年11月被正式纳入标普500指数。Benchmark研究分析师Mark Miller在最新报告中指出，当前由AI驱动的高景气供需格局预计将持续至2026年之后。基于这一判断，该机构维持对闪迪的“买入”评级及260美元目标价，并同步上调了其2026财年与2027财年的盈利预测。闪迪的业绩增长前景，突显了AI基础设施投资热潮对上游存储产业链的强劲拉动。预计到2030年，数据中心及AI相关基础设施投资规模将突破1万亿美元，这为闪迪高容量、高能效的固态硬盘(SSD)产品提供了持续且广阔的市场空间。BiCS8技术构筑竞争壁垒闪迪的企业级固态硬盘（eSSD）业务虽尚处发展早期，但其BiCS8技术正逐步构建差异化的竞争力。花旗分析指出，此类产品作为数据中心主流闪存解决方案，将持续受益于行业整体供应偏紧的格局，尤其是超大规模云服务商对生成式AI训练与推理服务的强劲需求，将有力支撑eSSD市场的长期增长。在2026财年第一季度，BiCS8技术已占公司总出货存储容量的15%，并预计在本财年结束前成为产能的主导部分。该技术的商业化推进直接带动了数据中心业务增长，该业务板块当季营收达2.69亿美元，环比增长26%。目前，全球范围内包括超大规模云服务商、新兴云服务提供商及OEM客户对BiCS8产品的关注度持续提升。面向未来，闪迪专为数据中心设计的高性能SSD产品线Stargate有望在现有客户中进一步扩大采用份额。此外，公司与SK海力士合作推进的高带宽闪存技术，也将为数据中心及边缘设备的AI推理场景提供更高性能的存储支持。PC更新周期提振边缘业务边缘业务已成为闪迪重要的增长动力。在2026财年第一季度，该业务实现营收13.9亿美元，环比增长26%，同比增长30%。增长主要受益于Windows 11升级带动的PC换机周期，预计2025年至2026年全球PC出货量将维持低个位数增长，同时单机平均存储容量有望实现中个位数提升。与此同时，生成式AI在PC与智能手机端的加速普及，为闪迪开辟了新的增长空间。预计今明两年智能手机平均存储容量将保持高个位数增长。公司判断，随着终端设备升级节奏加快，边缘业务将持续扩张，并进一步带动每设备NAND存储搭载量的提升。消费业务同样表现亮眼。第一季度该板块销售额达6.52亿美元，同比增长27%，环比增长11%。增长主要得益于与任天堂的合作——联名推出的Switch 2 microSD Express卡在第一季度售出90万张。此外，公司近期还发布了适用于ROG Ally及Xbox的专用存储卡，进一步巩固其在游戏存储市场的竞争力。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508416979657408,"gmtCreate":1765155846551,"gmtModify":1765157584601,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461311533630585","idStr":"3461311533630585"},"themes":[],"title":"","htmlText":"咖啡因含量特别高","listText":"咖啡因含量特别高","text":"咖啡因含量特别高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508416979657408","repostId":"1188165596","repostType":2,"repost":{"id":"1188165596","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1764945222,"share":"https://www.laohunote.com/m/news/1188165596?lang=zh_CN&edition=full","pubTime":"2025-12-05 22:33","market":"hk","language":"zh","title":"异动解读 | 霸王茶姬盘中大跌5.82%，国内GMV下滑与分红争议引担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1188165596","media":"异动解读","summary":"今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。","content":"<p>今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。</p><p>消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。</p><p>尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。</p>","source":"ai_movement_cn","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\" 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class=\"h-time\">2025-12-05 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。</p><p>消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。</p><p>尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHA":"霸王茶姬"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188165596","content_text":"今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。","news_type":1,"symbols_score_info":{"CHA":1}},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591218350974120,"gmtCreate":1785342038432,"gmtModify":1785342040287,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461311533630585","idStr":"3461311533630585"},"themes":[],"title":"","htmlText":"干得漂亮","listText":"干得漂亮","text":"干得漂亮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591218350974120","repostId":"1178987991","repostType":2,"repost":{"id":"1178987991","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1785304321,"share":"https://www.laohunote.com/m/news/1178987991?lang=zh_CN&edition=full","pubTime":"2026-07-29 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的董事长及CEO Sanjay Mehrotra 于2026年7月24日根据其在2026年1月30日设立的10b5-1交易计划减持了公司23,160股普通股票。尽管董事长的减持不一定意味着利空，但投资者仍需关注公司的最新动向。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178987991","content_text":"MICRON TECHNOLOGY INC 的董事长及CEO Sanjay Mehrotra 于2026年7月24日根据其在2026年1月30日设立的10b5-1交易计划减持了公司23,160股普通股票。尽管董事长的减持不一定意味着利空，但投资者仍需关注公司的最新动向。","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580710890947720,"gmtCreate":1782805278760,"gmtModify":1782805280700,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461311533630585","idStr":"3461311533630585"},"themes":[],"title":"","htmlText":"长期供应合同有效。","listText":"长期供应合同有效。","text":"长期供应合同有效。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580710890947720","repostId":"1178770892","repostType":2,"repost":{"id":"1178770892","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":1782784572,"share":"https://www.laohunote.com/m/news/1178770892?lang=zh_CN&edition=full","pubTime":"2026-06-30 09:56","market":"us","language":"zh","title":"韩国双雄抛5000亿美元扩产计划，美光缘何无视利空、逆势收涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=1178770892","media":"老虎资讯综合","summary":"在韩国官方的扩产简报发布后，美光早盘曾一度下挫达4%，但随后市场情绪迅速修复并收复失地。远水难解近渴，新产能落地尚需数年然而，竞争对手的巨额扩产计划对美光而言或许并非绝对的利空。这意味着，韩国双雄新增的产能兑现期过于遥远，投资者目前无需过度担忧。这部分合同预计将占据美光总营收的40%左右，且公司正计划进一步提高这一比例。","content":"<html><head></head><body><h4 id=\"id_877552989\">对手豪掷巨资扩产，美光股价先抑后扬 </h4><p>尽管韩国存储芯片巨头SK海力士与三星电子宣布了庞大的投资计划， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 周一股价仍扭转了早盘的跌势，最终收涨1.14%，报1,145.28美元。在韩国官方的扩产简报发布后，美光早盘曾一度下挫达4%，但随后市场情绪迅速修复并收复失地。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc9d647556640a90eb8c3d8e9497dca8\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h4 id=\"id_2035683480\">韩国双雄狂砸800万亿韩元，争夺AI芯片市场 </h4><p>韩国产业通商资源部部长在周一的简报中透露，SK海力士与三星将合计斥资800万亿韩元（约合5185.8亿美元），在韩国西南部建设全新的芯片制造枢纽。在为英伟达等最新AI芯片提供至关重要的高带宽内存领域，美光正是这两家韩国巨头的核心竞争对手，三方正激烈争夺这一利润丰厚的市场。</p><h4 id=\"id_3132436223\">远水难解近渴，新产能落地尚需数年</h4><p>然而，竞争对手的巨额扩产计划对美光而言或许并非绝对的利空。大型芯片制造厂的建设往往需要耗费数年时间，以美光自身为例，其于2022年宣布在纽约州投资1000亿美元的建厂项目，预计要到2030年才能正式投产。这意味着，韩国双雄新增的产能兑现期过于遥远，投资者目前无需过度担忧。</p><h4 id=\"id_2547405643\">长约锁定价格，筑起抗风险护城河 </h4><p>此外，美光目前正在积极签署附带最低价格保证的长期供应合同。这部分合同预计将占据美光总营收的40%左右，且公司正计划进一步提高这一比例。这意味着，当韩国的新增产能真正投入运营时，美光早已通过这些长期合同锁定了价格与利润，从而有效抵御未来潜在的市场价格波动风险。</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>韩国双雄抛5000亿美元扩产计划，美光缘何无视利空、逆势收涨？</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韩国双雄抛5000亿美元扩产计划，美光缘何无视利空、逆势收涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-30 09:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_877552989\">对手豪掷巨资扩产，美光股价先抑后扬 </h4><p>尽管韩国存储芯片巨头SK海力士与三星电子宣布了庞大的投资计划， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 周一股价仍扭转了早盘的跌势，最终收涨1.14%，报1,145.28美元。在韩国官方的扩产简报发布后，美光早盘曾一度下挫达4%，但随后市场情绪迅速修复并收复失地。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc9d647556640a90eb8c3d8e9497dca8\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h4 id=\"id_2035683480\">韩国双雄狂砸800万亿韩元，争夺AI芯片市场 </h4><p>韩国产业通商资源部部长在周一的简报中透露，SK海力士与三星将合计斥资800万亿韩元（约合5185.8亿美元），在韩国西南部建设全新的芯片制造枢纽。在为英伟达等最新AI芯片提供至关重要的高带宽内存领域，美光正是这两家韩国巨头的核心竞争对手，三方正激烈争夺这一利润丰厚的市场。</p><h4 id=\"id_3132436223\">远水难解近渴，新产能落地尚需数年</h4><p>然而，竞争对手的巨额扩产计划对美光而言或许并非绝对的利空。大型芯片制造厂的建设往往需要耗费数年时间，以美光自身为例，其于2022年宣布在纽约州投资1000亿美元的建厂项目，预计要到2030年才能正式投产。这意味着，韩国双雄新增的产能兑现期过于遥远，投资者目前无需过度担忧。</p><h4 id=\"id_2547405643\">长约锁定价格，筑起抗风险护城河 </h4><p>此外，美光目前正在积极签署附带最低价格保证的长期供应合同。这部分合同预计将占据美光总营收的40%左右，且公司正计划进一步提高这一比例。这意味着，当韩国的新增产能真正投入运营时，美光早已通过这些长期合同锁定了价格与利润，从而有效抵御未来潜在的市场价格波动风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9c44b161825d0dfdcfc656a6a1b5a806","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技","MUD":"1倍做空MU ETF-Direxion","07747":"南方两倍做多三星电子","MUU":"2倍做多MU ETF-Direxion","07709":"南方两倍做多海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178770892","content_text":"对手豪掷巨资扩产，美光股价先抑后扬 尽管韩国存储芯片巨头SK海力士与三星电子宣布了庞大的投资计划， 美光科技 周一股价仍扭转了早盘的跌势，最终收涨1.14%，报1,145.28美元。在韩国官方的扩产简报发布后，美光早盘曾一度下挫达4%，但随后市场情绪迅速修复并收复失地。韩国双雄狂砸800万亿韩元，争夺AI芯片市场 韩国产业通商资源部部长在周一的简报中透露，SK海力士与三星将合计斥资800万亿韩元（约合5185.8亿美元），在韩国西南部建设全新的芯片制造枢纽。在为英伟达等最新AI芯片提供至关重要的高带宽内存领域，美光正是这两家韩国巨头的核心竞争对手，三方正激烈争夺这一利润丰厚的市场。远水难解近渴，新产能落地尚需数年然而，竞争对手的巨额扩产计划对美光而言或许并非绝对的利空。大型芯片制造厂的建设往往需要耗费数年时间，以美光自身为例，其于2022年宣布在纽约州投资1000亿美元的建厂项目，预计要到2030年才能正式投产。这意味着，韩国双雄新增的产能兑现期过于遥远，投资者目前无需过度担忧。长约锁定价格，筑起抗风险护城河 此外，美光目前正在积极签署附带最低价格保证的长期供应合同。这部分合同预计将占据美光总营收的40%左右，且公司正计划进一步提高这一比例。这意味着，当韩国的新增产能真正投入运营时，美光早已通过这些长期合同锁定了价格与利润，从而有效抵御未来潜在的市场价格波动风险。","news_type":1,"symbols_score_info":{"MULL":0.6,"07747":2,"07709":2,"MU":2,"MUD":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579704707036032,"gmtCreate":1782559561760,"gmtModify":1782561733014,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461311533630585","idStr":"3461311533630585"},"themes":[],"title":"","htmlText":"Sadana言之有理","listText":"Sadana言之有理","text":"Sadana言之有理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579704707036032","repostId":"2646338265","repostType":2,"repost":{"id":"2646338265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782448231,"share":"https://www.laohunote.com/m/news/2646338265?lang=zh_CN&edition=full","pubTime":"2026-06-26 12:30","market":"us","language":"zh","title":"苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<html><head></head><body><p style=\"text-align: left;\">围绕存储芯片价格的责任归属，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与美光正展开一场公开隔空交锋。</p><p style=\"text-align: left;\">苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。</p><p style=\"text-align: left;\">此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。</p><p style=\"text-align: left;\">然而，作为苹果供应商之一，<a href=\"https://laohu8.com/S/MU\">美光科技</a>首席商务官Sumit Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。</p><p style=\"text-align: left;\">这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><h2 style=\"text-align: left;\">库克喊冤：存储商涨价凶猛，消费者承压</h2><p style=\"text-align: left;\">库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：</p><blockquote><p style=\"text-align: left;\">在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。</p></blockquote><p style=\"text-align: left;\">这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。</p><p style=\"text-align: left;\">对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。<strong>他未点名道姓，但措辞直接</strong>：</p><blockquote><p style=\"text-align: left;\">我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。</p></blockquote><p style=\"text-align: left;\">他进一步指出：</p><blockquote><p style=\"text-align: left;\"><strong>2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。</strong></p></blockquote><p style=\"text-align: left;\">苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。</p><p style=\"text-align: left;\">然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。</p><p style=\"text-align: left;\"><strong>这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。</strong></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>苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产</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苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-26 12:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">围绕存储芯片价格的责任归属，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与美光正展开一场公开隔空交锋。</p><p style=\"text-align: left;\">苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。</p><p style=\"text-align: left;\">此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。</p><p style=\"text-align: left;\">然而，作为苹果供应商之一，<a href=\"https://laohu8.com/S/MU\">美光科技</a>首席商务官Sumit Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。</p><p style=\"text-align: left;\">这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><h2 style=\"text-align: left;\">库克喊冤：存储商涨价凶猛，消费者承压</h2><p style=\"text-align: left;\">库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：</p><blockquote><p style=\"text-align: left;\">在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。</p></blockquote><p style=\"text-align: left;\">这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。</p><p style=\"text-align: left;\">对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。<strong>他未点名道姓，但措辞直接</strong>：</p><blockquote><p style=\"text-align: left;\">我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。</p></blockquote><p style=\"text-align: left;\">他进一步指出：</p><blockquote><p style=\"text-align: left;\"><strong>2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。</strong></p></blockquote><p style=\"text-align: left;\">苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。</p><p style=\"text-align: left;\">然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。</p><p style=\"text-align: left;\"><strong>这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) 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