金先生007的个人主页 - 老虎社区

金先生007

金先生007

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IP属地：海外

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08-12

$Faraday Future Intelligent Electric Inc(FFAI)$ 再跌50%就退了，加油啊

06-26

$美光科技(MU)$ 只能高喊牛逼

07-06

$美光科技(MU)$ 800多一张…

10-15

$Faraday Future Intelligent Electric Inc(FFAI)$ 500万以下， 1块以下，看你还咋活[开心] [开心] [开心]

04-13

$Faraday Future Intelligent Electric Inc(FFAI)$ 这要搁以前没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了都没人跟了

10-16

$Faraday Future Intelligent Electric Inc(FFAI)$ 终于等到这一刻

08-27

$Faraday Future Intelligent Electric Inc(FFAI)$ 这次合股之后就一点希望没了[开心]

09-12

长鑫发多少，

又见存储巨头“天量奖金”：美光最高发68个月奖金

07-31

$Faraday Future Intelligent Electric Inc(FFAI)$ 别演了抓紧退吧，还有几个人能上当啊

05-08

$美光科技(MU)$ 要不要这么离谱……

去老虎APP查看更多动态

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哪回公布亮眼业绩不暴跌[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"闪迪又不看业绩， 哪回公布亮眼业绩不暴跌[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"闪迪又不看业绩， 哪回公布亮眼业绩不暴跌[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621356936577704","repostId":"1183630399","repostType":2,"repost":{"id":"1183630399","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1792628228,"share":"https://www.laohunote.com/m/news/1183630399?lang=zh_CN&edition=full","pubTime":"2026-10-22 08:17","market":"sh","language":"zh","title":"财报前瞻 | 闪迪本季度营收预计达106.39亿美元，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1183630399","media":"财报Agent","summary":"闪迪将于2026年10月29日发布最新季度财报，市场关注盈利恢复与产品结构升级的进展。市场一致预期本季度闪迪营收为106.39亿美元，同比增幅为393.60%；调整后每股收益为46.22美元，同比增幅为4840.43%；息税前利润为84.40亿美元，同比增幅为4109.74%。上一季度闪迪营收89.65亿美元，同比增长371.59%；毛利率为84.57%；归属于母公司股东的净利润为69.03亿美元，净利率为77.00%；调整后每股收益为39.25美元，同比增长13434.48%。","content":"<p><h2>摘要</h2>\n闪迪将于2026年10月29日（美股盘后）发布最新季度财报，市场关注盈利恢复与产品结构升级的进展。\n<h2>市场预测</h2>\n市场一致预期本季度闪迪营收为106.39亿美元，同比增幅为393.60%；调整后每股收益为46.22美元，同比增幅为4840.43%；息税前利润为84.40亿美元，同比增幅为4109.74%。上一季度公司并未在公开材料中披露针对本季度的公司指引，若公司在发布会上提供新一季展望，市场将重点跟踪营收增速、毛利率与净利率的区间导向以及调整后每股收益的弹性。公司主营业务结构显示：边缘业务收入54.32亿美元，数据中心业务收入29.77亿美元，消费类业务收入5.56亿美元；在上一季披露口径中未提供各分部同比数据。当前发展前景最大的现有业务集中在边缘与数据中心相关产品，二者合计贡献超过84.00%的营收，体现高价值存储与企业级需求的结构性提升，但分部同比未披露。\n<h2>上季度回顾</h2>\n上一季度闪迪营收89.65亿美元，同比增长371.59%；毛利率为84.57%；归属于母公司股东的净利润为69.03亿美元，净利率为77.00%；调整后每股收益为39.25美元，同比增长13434.48%。公司在费用与成本侧的效率提升带动利润率显著上行，经营性现金流与利润的匹配度改善。主营结构方面，边缘业务收入54.32亿美元，数据中心业务收入29.77亿美元，消费类业务收入5.56亿美元，分部同比数据未披露。\n<h2>本季度展望</h2>\n<h4>企业级与数据中心需求的周期修复</h4>\n数据中心相关产品在上一季度贡献约29.77亿美元收入，体现企业级需求的稳定性与高毛利特征；结合市场对本季度的整体预期，营收与盈利的提升更多来自高附加值产品的占比提升。企业IT开支在年中以后呈现有选择性的恢复，叠加存储产品结构升级，有望继续带动单价与组合优化。若公司在发布会上进一步强化高端产品与企业客户合作节奏，毛利率区间有望保持相对高位，从而抬升净利率与每股收益弹性，不过价格与备货节奏若发生扰动，短期波动仍需关注。</p>\n<p><h4>边缘侧高价值应用的增长动能</h4>\n边缘业务上季度收入54.32亿美元，占比超过六成，成为利润的重要支撑。边缘计算与本地高速存储的应用场景在工业、车载与专业影像等领域延伸，产品组合不断向更高容量、更高可靠性的方向迁移，价格带提升带来单位价值的放大效应。随着渠道库存逐步回归健康区间，边缘业务的发货与结算节奏更平衡，若公司继续推动旗舰产品与解决方案化销售，边缘侧对整体毛利率的拉动仍具韧性，进而强化公司在本季度的盈利质量表现。</p>\n<p><h4>消费类与渠道策略的边际改善</h4>\n消费类产品上季度收入为5.56亿美元，规模相对较小但对出货与品牌心智具有基础性作用。面对电商与零售渠道的竞争，公司通过SKU精简与价格带优化，努力提升产品周转效率，减少尾货与低毛利SKU占比。若在季节性旺季前后配合促销与新品迭代，消费类业务对公司整体营收的拉动会更直接，而利润端的贡献仍取决于渠道折扣与库存健康度；该板块对股价的影响更多体现在需求侧预期的连续性上。</p>\n<p><h4>利润率弹性与费用纪律</h4>\n上季度毛利率为84.57%、净利率为77.00%，显示成本控制、产品结构与定价策略共同作用的结果。市场对本季度的预测中，息税前利润与调整后每股收益的同比高增体现利润率的弹性，但也意味着对费用纪律的高要求。若研发与市场投放继续围绕高价值产品集中投入，配合运营效率提升，利润率区间有望保持相对稳健；一旦原材料价格或渠道折扣波动加大，利润率可能产生阶段性回落，从而对股价形成敏感影响。</p>\n<p><h2>分析师观点</h2>\n从近六个月的公开观点汇总，偏多观点占比更高，看法集中在企业级与高端产品带来的结构性盈利修复与现金流改善。多家机构强调，上季度公司在营收与利润率上的表现优于市场原先预期，而本季度的一致预测显示营收与每股收益的同比大幅增长，核心驱动力来自高附加值产品组合的提升与费用侧纪律。看多阵营也提示，短期股价波动依然会随行业价格与备货节奏变化而放大，但在产品结构改善与大客户需求稳定的背景下，盈利质量与自由现金流有望继续改善，为估值提供支撑。</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>财报前瞻 | 闪迪本季度营收预计达106.39亿美元，机构观点偏多</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{ 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{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财报前瞻 | 闪迪本季度营收预计达106.39亿美元，机构观点偏多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-10-22 08:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2>摘要</h2>\n闪迪将于2026年10月29日（美股盘后）发布最新季度财报，市场关注盈利恢复与产品结构升级的进展。\n<h2>市场预测</h2>\n市场一致预期本季度闪迪营收为106.39亿美元，同比增幅为393.60%；调整后每股收益为46.22美元，同比增幅为4840.43%；息税前利润为84.40亿美元，同比增幅为4109.74%。上一季度公司并未在公开材料中披露针对本季度的公司指引，若公司在发布会上提供新一季展望，市场将重点跟踪营收增速、毛利率与净利率的区间导向以及调整后每股收益的弹性。公司主营业务结构显示：边缘业务收入54.32亿美元，数据中心业务收入29.77亿美元，消费类业务收入5.56亿美元；在上一季披露口径中未提供各分部同比数据。当前发展前景最大的现有业务集中在边缘与数据中心相关产品，二者合计贡献超过84.00%的营收，体现高价值存储与企业级需求的结构性提升，但分部同比未披露。\n<h2>上季度回顾</h2>\n上一季度闪迪营收89.65亿美元，同比增长371.59%；毛利率为84.57%；归属于母公司股东的净利润为69.03亿美元，净利率为77.00%；调整后每股收益为39.25美元，同比增长13434.48%。公司在费用与成本侧的效率提升带动利润率显著上行，经营性现金流与利润的匹配度改善。主营结构方面，边缘业务收入54.32亿美元，数据中心业务收入29.77亿美元，消费类业务收入5.56亿美元，分部同比数据未披露。\n<h2>本季度展望</h2>\n<h4>企业级与数据中心需求的周期修复</h4>\n数据中心相关产品在上一季度贡献约29.77亿美元收入，体现企业级需求的稳定性与高毛利特征；结合市场对本季度的整体预期，营收与盈利的提升更多来自高附加值产品的占比提升。企业IT开支在年中以后呈现有选择性的恢复，叠加存储产品结构升级，有望继续带动单价与组合优化。若公司在发布会上进一步强化高端产品与企业客户合作节奏，毛利率区间有望保持相对高位，从而抬升净利率与每股收益弹性，不过价格与备货节奏若发生扰动，短期波动仍需关注。</p>\n<p><h4>边缘侧高价值应用的增长动能</h4>\n边缘业务上季度收入54.32亿美元，占比超过六成，成为利润的重要支撑。边缘计算与本地高速存储的应用场景在工业、车载与专业影像等领域延伸，产品组合不断向更高容量、更高可靠性的方向迁移，价格带提升带来单位价值的放大效应。随着渠道库存逐步回归健康区间，边缘业务的发货与结算节奏更平衡，若公司继续推动旗舰产品与解决方案化销售，边缘侧对整体毛利率的拉动仍具韧性，进而强化公司在本季度的盈利质量表现。</p>\n<p><h4>消费类与渠道策略的边际改善</h4>\n消费类产品上季度收入为5.56亿美元，规模相对较小但对出货与品牌心智具有基础性作用。面对电商与零售渠道的竞争，公司通过SKU精简与价格带优化，努力提升产品周转效率，减少尾货与低毛利SKU占比。若在季节性旺季前后配合促销与新品迭代，消费类业务对公司整体营收的拉动会更直接，而利润端的贡献仍取决于渠道折扣与库存健康度；该板块对股价的影响更多体现在需求侧预期的连续性上。</p>\n<p><h4>利润率弹性与费用纪律</h4>\n上季度毛利率为84.57%、净利率为77.00%，显示成本控制、产品结构与定价策略共同作用的结果。市场对本季度的预测中，息税前利润与调整后每股收益的同比高增体现利润率的弹性，但也意味着对费用纪律的高要求。若研发与市场投放继续围绕高价值产品集中投入，配合运营效率提升，利润率区间有望保持相对稳健；一旦原材料价格或渠道折扣波动加大，利润率可能产生阶段性回落，从而对股价形成敏感影响。</p>\n<p><h2>分析师观点</h2>\n从近六个月的公开观点汇总，偏多观点占比更高，看法集中在企业级与高端产品带来的结构性盈利修复与现金流改善。多家机构强调，上季度公司在营收与利润率上的表现优于市场原先预期，而本季度的一致预测显示营收与每股收益的同比大幅增长，核心驱动力来自高附加值产品组合的提升与费用侧纪律。看多阵营也提示，短期股价波动依然会随行业价格与备货节奏变化而放大，但在产品结构改善与大客户需求稳定的背景下，盈利质量与自由现金流有望继续改善，为估值提供支撑。</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":"1183630399","content_text":"摘要\n闪迪将于2026年10月29日（美股盘后）发布最新季度财报，市场关注盈利恢复与产品结构升级的进展。\n市场预测\n市场一致预期本季度闪迪营收为106.39亿美元，同比增幅为393.60%；调整后每股收益为46.22美元，同比增幅为4840.43%；息税前利润为84.40亿美元，同比增幅为4109.74%。上一季度公司并未在公开材料中披露针对本季度的公司指引，若公司在发布会上提供新一季展望，市场将重点跟踪营收增速、毛利率与净利率的区间导向以及调整后每股收益的弹性。公司主营业务结构显示：边缘业务收入54.32亿美元，数据中心业务收入29.77亿美元，消费类业务收入5.56亿美元；在上一季披露口径中未提供各分部同比数据。当前发展前景最大的现有业务集中在边缘与数据中心相关产品，二者合计贡献超过84.00%的营收，体现高价值存储与企业级需求的结构性提升，但分部同比未披露。\n上季度回顾\n上一季度闪迪营收89.65亿美元，同比增长371.59%；毛利率为84.57%；归属于母公司股东的净利润为69.03亿美元，净利率为77.00%；调整后每股收益为39.25美元，同比增长13434.48%。公司在费用与成本侧的效率提升带动利润率显著上行，经营性现金流与利润的匹配度改善。主营结构方面，边缘业务收入54.32亿美元，数据中心业务收入29.77亿美元，消费类业务收入5.56亿美元，分部同比数据未披露。\n本季度展望\n企业级与数据中心需求的周期修复\n数据中心相关产品在上一季度贡献约29.77亿美元收入，体现企业级需求的稳定性与高毛利特征；结合市场对本季度的整体预期，营收与盈利的提升更多来自高附加值产品的占比提升。企业IT开支在年中以后呈现有选择性的恢复，叠加存储产品结构升级，有望继续带动单价与组合优化。若公司在发布会上进一步强化高端产品与企业客户合作节奏，毛利率区间有望保持相对高位，从而抬升净利率与每股收益弹性，不过价格与备货节奏若发生扰动，短期波动仍需关注。\n边缘侧高价值应用的增长动能\n边缘业务上季度收入54.32亿美元，占比超过六成，成为利润的重要支撑。边缘计算与本地高速存储的应用场景在工业、车载与专业影像等领域延伸，产品组合不断向更高容量、更高可靠性的方向迁移，价格带提升带来单位价值的放大效应。随着渠道库存逐步回归健康区间，边缘业务的发货与结算节奏更平衡，若公司继续推动旗舰产品与解决方案化销售，边缘侧对整体毛利率的拉动仍具韧性，进而强化公司在本季度的盈利质量表现。\n消费类与渠道策略的边际改善\n消费类产品上季度收入为5.56亿美元，规模相对较小但对出货与品牌心智具有基础性作用。面对电商与零售渠道的竞争，公司通过SKU精简与价格带优化，努力提升产品周转效率，减少尾货与低毛利SKU占比。若在季节性旺季前后配合促销与新品迭代，消费类业务对公司整体营收的拉动会更直接，而利润端的贡献仍取决于渠道折扣与库存健康度；该板块对股价的影响更多体现在需求侧预期的连续性上。\n利润率弹性与费用纪律\n上季度毛利率为84.57%、净利率为77.00%，显示成本控制、产品结构与定价策略共同作用的结果。市场对本季度的预测中，息税前利润与调整后每股收益的同比高增体现利润率的弹性，但也意味着对费用纪律的高要求。若研发与市场投放继续围绕高价值产品集中投入，配合运营效率提升，利润率区间有望保持相对稳健；一旦原材料价格或渠道折扣波动加大，利润率可能产生阶段性回落，从而对股价形成敏感影响。\n分析师观点\n从近六个月的公开观点汇总，偏多观点占比更高，看法集中在企业级与高端产品带来的结构性盈利修复与现金流改善。多家机构强调，上季度公司在营收与利润率上的表现优于市场原先预期，而本季度的一致预测显示营收与每股收益的同比大幅增长，核心驱动力来自高附加值产品组合的提升与费用侧纪律。看多阵营也提示，短期股价波动依然会随行业价格与备货节奏变化而放大，但在产品结构改善与大客户需求稳定的背景下，盈利质量与自由现金流有望继续改善，为估值提供支撑。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620337874228312,"gmtCreate":1792481320211,"gmtModify":1792482565551,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a 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Future Intelligent Electric Inc(FFAI)$</a> 终于等到这一刻","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 终于等到这一刻","images":[{"img":"https://static.tigerbbs.com/ef6333ccf66498ea6331e5ba77bb5c81","width":"1206","height":"2622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/618774356345536","isVote":1,"tweetType":1,"viewCount":2933,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4110413411610750","authorId":"4110413411610750","name":"XK86","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4110413411610750","authorIdStr":"4110413411610750"},"content":"赶紧退市吧 垃圾中的垃圾","text":"赶紧退市吧 垃圾中的垃圾","html":"赶紧退市吧 垃圾中的垃圾"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":618439889146136,"gmtCreate":1792028008839,"gmtModify":1792028011214,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 500万以下， 1块以下， 看你还咋活[开心]&nbsp; [开心]&nbsp; [开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 500万以下， 1块以下， 看你还咋活[开心]&nbsp; [开心]&nbsp; [开心]&nbsp;&nbsp;","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 500万以下， 1块以下， 看你还咋活[开心] [开心] 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爽歪歪……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617969955910048","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617946744038040,"gmtCreate":1791885102603,"gmtModify":1791885104875,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"又弯道超车了呗[笑哭]&nbsp;&nbsp;","listText":"又弯道超车了呗[笑哭]&nbsp;&nbsp;","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":"fut","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":{"LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","AIQ":"Global X Artificial Intelligence & Technology ETF","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BAI":"iShares A.I. 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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":{"MU":1.85,"SKDD":0.6,"MUU":0.6,"XLK":0.6,"SKHZ":0.6,"PSI":0.6,"MUYY":0.6,"SOXQ":0.6,"SKUU":0.6,"XNTK":0.6,"ARKK":1.84,"CHPX":0.6,"FAI":0.6,"TTXU":0.6,"RULE":0.6,"IXN":0.6,"SKHN":0.6,"FDTX":0.6,"BAI":0.6,"EGGY":0.6,"AIS":0.6,"CGGO":0.6,"AIQ":0.6,"EFIV":0.6,"BOBP":0.6,"SKHL":0.6,"SMH":0.6,"MULL":0.6,"ARTY":0.6,"WUGI":0.6,"TRFK":0.6,"LEGR":0.6,"AIFD":0.6,"MIC":0.6,"SKHQ":0.6,"EMSF":0.6,"SKHY":1.89,"SKHU":0.6,"VGT":0.6,"SOXX":0.6,"MUZ":0.6,"MUG":0.6,"CHPS":0.6,"SKHYV":0.6,"07709":0.6,"HYNX":0.6,"WLDR":0.6,"IETC":0.6,"SKHA":0.6,"PTF":0.6,"SK":0.6,"CHAT":0.6,"SHOC":0.6,"SKHX":0.6,"FXL":0.6,"SMU00main":0.6,"JGRO":0.6,"USXF":0.6,"FTEC":0.6}},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613544228512960,"gmtCreate":1790810332902,"gmtModify":1790810334892,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a 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09:11","market":"us","language":"zh","title":"存储巨头，开盘大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2669302594","media":"同花顺","summary":"【导读】日本股市高开后快速拉升，芯片相关股票大幅上涨9月24日，日本股市高开后快速拉升。截至发稿，日经225指数涨1.59%，报66055.66点。日本芯片相关股票大幅上涨，软银集团股价上涨6.8% ...","content":"<div>\n<p>【导读】日本股市高开后快速拉升，芯片相关股票大幅上涨9月24日，日本股市高开后快速拉升。截至发稿，日经225（N225）指数涨1.59%，报66055.66点。日本芯片相关股票大幅上涨，软银集团股价上涨6.8%，Ibiden上涨14%，存储巨头铠侠上涨近4%。韩国股市今日休市。消息面上，有媒体援引知情人士透露，软银投资的二手车交易平台Carro正在考虑通过新加坡交易所全球上市板发行股票，此举可能使...</p>\n\n<a href=\"http://news.10jqka.com.cn/20260924/c680239340.shtml\">网页链接</a>\n\n</div>\n","source":"tonghuashun_highlight","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>存储巨头，开盘大涨</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存储巨头，开盘大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-24 09:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.10jqka.com.cn/20260924/c680239340.shtml><strong>同花顺</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【导读】日本股市高开后快速拉升，芯片相关股票大幅上涨9月24日，日本股市高开后快速拉升。截至发稿，日经225（N225）指数涨1.59%，报66055.66点。日本芯片相关股票大幅上涨，软银集团股价上涨6.8%，Ibiden上涨14%，存储巨头铠侠上涨近4%。韩国股市今日休市。消息面上，有媒体援引知情人士透露，软银投资的二手车交易平台Carro正在考虑通过新加坡交易所全球上市板发行股票，此举可能使...</p>\n\n<a href=\"http://news.10jqka.com.cn/20260924/c680239340.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","PTF":"Invesco Dorsey Wright Technology Momentum ETF","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","BK4588":"碎股","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","SG9999014039.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) INC","BK4112":"金融交易所和数据","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","CNAV":"Mohr Company Nav ETF","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","FSMD":"Fidelity Small-Mid Multifactor ETF","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","SNDC":"2倍做多SNDK 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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>又见存储巨头“天量奖金”：美光最高发68个月奖金</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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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又见存储巨头“天量奖金”：美光最高发68个月奖金\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\">2026-09-12 12:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美光科技宣布向中国台湾员工发放创纪录奖励，但工会拒绝接受并维持罢工威胁，劳资博弈进入关键阶段。</p>\n<p>美光科技周五宣布，<strong>中国台湾员工将获得相当于35至68个月薪酬的2026财年奖励，最低现金补偿为170万新台币（约合5.38万美元）。</strong></p>\n<p>美光指出，在经历了一个“对公司而言非凡的年份”后，全球超过6万名员工将获得2026财年的奖励，本次向员工发放的薪酬力度为历年来最高。</p>\n<p>然而，代表美光中国台湾约三分之二员工的桃园工会当日发表声明称，双方在持续谈判中尚未达成共识，<strong>工会仍要求将营业利润的15%拨作员工奖金</strong>，并警告称：</p>\n<blockquote>\n<p><strong>若公司不回应相关诉求，工会将继续推进罢工程序。</strong></p>\n</blockquote>\n<div>\n<h2>奖励方案细节</h2>\n</div>\n<p>根据美光披露的方案，2025年8月29日前入职的中国台湾员工将获得100万新台币（约合3.17万美元）的现金奖金。</p>\n<p><strong>对于初级工程师，总奖励平均达340万新台币，其中现金补偿平均约290万新台币，其余部分以股权授予价值计算。此外，所有员工还将获得年度股权授予。</strong></p>\n<p>美光在中国台湾约雇用1.5万名员工，中国台湾是其最重要的生产基地之一，公司已在台累计投资逾1.6万亿新台币。</p>\n<p><strong>工会迄今坚持的核心诉求是将15%营业利润纳入员工奖金分配机制，与美光现行方案之间仍存在明显分歧。</strong></p>\n<p><strong>美光此番举措，在一定程度上是为规避重蹈韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的覆辙。</strong></p>\n<p>据报道，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年5月曾面临多达4.8万名工会成员发起18天罢工的威胁，最终在最后关头谈判达成协议，设立了相当于芯片部门营业利润10.5%的特别奖金池，方才化解危机。</p>\n<p>美光中国台湾工会此前亦明确指出，三星和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>的利润分享安排已拉大美光员工与韩国同行之间的薪酬差距，此为此次劳资纠纷的核心背景之一。</p>\n<p>对于存储芯片市场而言，中国台湾作为美光核心生产基地的稳定性至关重要。劳动争议若持续升级乃至演变为实际罢工行动，将对美光的生产节奏和供应链造成直接影响，进而波及全球存储芯片供给格局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IXN":"iShares Trust S&P Global Informa","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Acc"},"source_url":"https://wallstreetcn.com/articles/3781624","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2666250342","content_text":"美光科技宣布向中国台湾员工发放创纪录奖励，但工会拒绝接受并维持罢工威胁，劳资博弈进入关键阶段。\n美光科技周五宣布，中国台湾员工将获得相当于35至68个月薪酬的2026财年奖励，最低现金补偿为170万新台币（约合5.38万美元）。\n美光指出，在经历了一个“对公司而言非凡的年份”后，全球超过6万名员工将获得2026财年的奖励，本次向员工发放的薪酬力度为历年来最高。\n然而，代表美光中国台湾约三分之二员工的桃园工会当日发表声明称，双方在持续谈判中尚未达成共识，工会仍要求将营业利润的15%拨作员工奖金，并警告称：\n\n若公司不回应相关诉求，工会将继续推进罢工程序。\n\n\n奖励方案细节\n\n根据美光披露的方案，2025年8月29日前入职的中国台湾员工将获得100万新台币（约合3.17万美元）的现金奖金。\n对于初级工程师，总奖励平均达340万新台币，其中现金补偿平均约290万新台币，其余部分以股权授予价值计算。此外，所有员工还将获得年度股权授予。\n美光在中国台湾约雇用1.5万名员工，中国台湾是其最重要的生产基地之一，公司已在台累计投资逾1.6万亿新台币。\n工会迄今坚持的核心诉求是将15%营业利润纳入员工奖金分配机制，与美光现行方案之间仍存在明显分歧。\n美光此番举措，在一定程度上是为规避重蹈韩国竞争对手三星电子的覆辙。\n据报道，三星今年5月曾面临多达4.8万名工会成员发起18天罢工的威胁，最终在最后关头谈判达成协议，设立了相当于芯片部门营业利润10.5%的特别奖金池，方才化解危机。\n美光中国台湾工会此前亦明确指出，三星和SK海力士的利润分享安排已拉大美光员工与韩国同行之间的薪酬差距，此为此次劳资纠纷的核心背景之一。\n对于存储芯片市场而言，中国台湾作为美光核心生产基地的稳定性至关重要。劳动争议若持续升级乃至演变为实际罢工行动，将对美光的生产节奏和供应链造成直接影响，进而波及全球存储芯片供给格局。","news_type":1,"symbols_score_info":{"WUGI":0.6,"MU":1.95,"SHOC":0.6,"MUZ":0.6,"FDTX":0.6,"AIS":0.6,"TRFK":0.6,"MIC":0.6,"ARTY":0.6,"MUD":0.6,"FAI":0.6,"CHPS":0.6,"XNTK":0.6,"MUG":0.6,"DISK":0.6,"AIFD":0.6,"VGT":0.6,"WLDR":0.6,"MUU":0.6,"BAI":0.6,"FTXL":0.6,"JGRO":0.6,"HBMX":0.6,"MULL":0.6,"CHPX":0.6,"SOXQ":0.6,"FXL":0.6,"SMH":0.6,"LEGR":0.6,"SOXX":0.6,"TTXU":0.6,"AIQ":0.6,"IETC":0.6,"CHAT":0.6,"IXN":0.6,"DRMY":0.6,"CGGO":0.6,"USXF":0.6,"EGGY":0.6,"MUYY":0.6,"XLK":0.6,"EFIV":0.6,"PTF":0.6,"RULE":0.6,"FTEC":0.6,"EMSF":0.6,"PSI":0.6,"BOBP":0.6}},"isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604142775103616,"gmtCreate":1788532778451,"gmtModify":1788532780535,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a 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怎么又疯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604142775103616","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603873001247208,"gmtCreate":1788466963862,"gmtModify":1788466965598,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"发财","listText":"发财","text":"发财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603873001247208","repostId":"1166187218","repostType":2,"repost":{"id":"1166187218","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":1788450932,"share":"https://www.laohunote.com/m/news/1166187218?lang=zh_CN&edition=full","pubTime":"2026-09-03 23:55","market":"us","language":"zh","title":"Form 144 | Dell Technologies Inc.高管 Michael & Susan Dell Foundation 拟减持245.98万股，总价约12.48亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1166187218","media":"公告助手","summary":"Dell Technologies Inc.的高管Michael & Susan Dell Foundation拟于美东时间2026年9月3日出售245.98万股Class C普通股票，总市值约12.48亿美元。过去3个月内，Michael & Susan Dell Foundation未发生过减持。","content":"Dell Technologies Inc.的高管Michael & Susan Dell Foundation拟于美东时间2026年9月3日出售245.98万股Class C普通股票，总市值约12.48亿美元。过去3个月内，Michael & Susan Dell Foundation未发生过减持。","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>Form 144 | Dell Technologies Inc.高管 Michael & Susan Dell Foundation 拟减持245.98万股，总价约12.48亿美元</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{ 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.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\">\nForm 144 | Dell Technologies Inc.高管 Michael & Susan Dell Foundation 拟减持245.98万股，总价约12.48亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告助手 </p>\n<p class=\"h-time\">2026-09-03 23:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nDell Technologies Inc.的高管Michael & Susan Dell Foundation拟于美东时间2026年9月3日出售245.98万股Class C普通股票，总市值约12.48亿美元。过去3个月内，Michael & Susan Dell Foundation未发生过减持。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166187218","content_text":"Dell Technologies Inc.的高管Michael & Susan Dell Foundation拟于美东时间2026年9月3日出售245.98万股Class C普通股票，总市值约12.48亿美元。过去3个月内，Michael & Susan Dell 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href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 这要搁以前 没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了 都没人跟了","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 这要搁以前 没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了 都没人跟了","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 这要搁以前 没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了 都没人跟了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/553175327723552","isVote":1,"tweetType":1,"viewCount":2968,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"197865843806300","authorId":"197865843806300","name":"2e4db520","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"197865843806300","authorIdStr":"197865843806300"},"content":"远离毒品，远离假药，停止赌博就不会被割","text":"远离毒品，远离假药，停止赌博就不会被割","html":"远离毒品，远离假药，停止赌博就不会被割"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618774356345536,"gmtCreate":1792109695756,"gmtModify":1792111093609,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 终于等到这一刻","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 终于等到这一刻","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 终于等到这一刻","images":[{"img":"https://static.tigerbbs.com/ef6333ccf66498ea6331e5ba77bb5c81","width":"1206","height":"2622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/618774356345536","isVote":1,"tweetType":1,"viewCount":2933,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4110413411610750","authorId":"4110413411610750","name":"XK86","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4110413411610750","authorIdStr":"4110413411610750"},"content":"赶紧退市吧 垃圾中的垃圾","text":"赶紧退市吧 垃圾中的垃圾","html":"赶紧退市吧 垃圾中的垃圾"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":601303913566984,"gmtCreate":1787839672213,"gmtModify":1787839674452,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> &nbsp;这次合股之后就一点希望没了[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> &nbsp;这次合股之后就一点希望没了[开心]&nbsp;&nbsp;","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 这次合股之后就一点希望没了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601303913566984","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211284076573832","authorId":"4211284076573832","name":"中庸智慧","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4211284076573832","authorIdStr":"4211284076573832"},"content":"1000万市值美金做50亿美金生意","text":"1000万市值美金做50亿美金生意","html":"1000万市值美金做50亿美金生意"},{"author":{"id":"3523684433163381","authorId":"3523684433163381","name":"特靠普777","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523684433163381","authorIdStr":"3523684433163381"},"content":"许家印东山再起的难度","text":"许家印东山再起的难度","html":"许家印东山再起的难度"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606972377567960,"gmtCreate":1789210135427,"gmtModify":1789210138260,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"长鑫发多少，","listText":"长鑫发多少，","text":"长鑫发多少，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606972377567960","repostId":"2666250342","repostType":2,"repost":{"id":"2666250342","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":1789188806,"share":"https://www.laohunote.com/m/news/2666250342?lang=zh_CN&edition=full","pubTime":"2026-09-12 12:53","market":"sg","language":"zh","title":"又见存储巨头“天量奖金”：美光最高发68个月奖金","url":"https://stock-news.laohu8.com/highlight/detail?id=2666250342","media":"华尔街见闻","summary":"美光科技宣布向中国台湾员工发放35至68个月薪酬的创纪录奖励，最低现金补偿170万新台币。然而，代表中国台湾约三分之二员工的桃园工会拒绝接受，坚持要求将15%营业利润纳入奖金分配，并维持罢工威胁。","content":"<html><head></head><body><p>美光科技宣布向中国台湾员工发放创纪录奖励，但工会拒绝接受并维持罢工威胁，劳资博弈进入关键阶段。</p>\n<p>美光科技周五宣布，<strong>中国台湾员工将获得相当于35至68个月薪酬的2026财年奖励，最低现金补偿为170万新台币（约合5.38万美元）。</strong></p>\n<p>美光指出，在经历了一个“对公司而言非凡的年份”后，全球超过6万名员工将获得2026财年的奖励，本次向员工发放的薪酬力度为历年来最高。</p>\n<p>然而，代表美光中国台湾约三分之二员工的桃园工会当日发表声明称，双方在持续谈判中尚未达成共识，<strong>工会仍要求将营业利润的15%拨作员工奖金</strong>，并警告称：</p>\n<blockquote>\n<p><strong>若公司不回应相关诉求，工会将继续推进罢工程序。</strong></p>\n</blockquote>\n<div>\n<h2>奖励方案细节</h2>\n</div>\n<p>根据美光披露的方案，2025年8月29日前入职的中国台湾员工将获得100万新台币（约合3.17万美元）的现金奖金。</p>\n<p><strong>对于初级工程师，总奖励平均达340万新台币，其中现金补偿平均约290万新台币，其余部分以股权授予价值计算。此外，所有员工还将获得年度股权授予。</strong></p>\n<p>美光在中国台湾约雇用1.5万名员工，中国台湾是其最重要的生产基地之一，公司已在台累计投资逾1.6万亿新台币。</p>\n<p><strong>工会迄今坚持的核心诉求是将15%营业利润纳入员工奖金分配机制，与美光现行方案之间仍存在明显分歧。</strong></p>\n<p><strong>美光此番举措，在一定程度上是为规避重蹈韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的覆辙。</strong></p>\n<p>据报道，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年5月曾面临多达4.8万名工会成员发起18天罢工的威胁，最终在最后关头谈判达成协议，设立了相当于芯片部门营业利润10.5%的特别奖金池，方才化解危机。</p>\n<p>美光中国台湾工会此前亦明确指出，三星和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>的利润分享安排已拉大美光员工与韩国同行之间的薪酬差距，此为此次劳资纠纷的核心背景之一。</p>\n<p>对于存储芯片市场而言，中国台湾作为美光核心生产基地的稳定性至关重要。劳动争议若持续升级乃至演变为实际罢工行动，将对美光的生产节奏和供应链造成直接影响，进而波及全球存储芯片供给格局。</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>又见存储巨头“天量奖金”：美光最高发68个月奖金</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又见存储巨头“天量奖金”：美光最高发68个月奖金\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\">2026-09-12 12:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美光科技宣布向中国台湾员工发放创纪录奖励，但工会拒绝接受并维持罢工威胁，劳资博弈进入关键阶段。</p>\n<p>美光科技周五宣布，<strong>中国台湾员工将获得相当于35至68个月薪酬的2026财年奖励，最低现金补偿为170万新台币（约合5.38万美元）。</strong></p>\n<p>美光指出，在经历了一个“对公司而言非凡的年份”后，全球超过6万名员工将获得2026财年的奖励，本次向员工发放的薪酬力度为历年来最高。</p>\n<p>然而，代表美光中国台湾约三分之二员工的桃园工会当日发表声明称，双方在持续谈判中尚未达成共识，<strong>工会仍要求将营业利润的15%拨作员工奖金</strong>，并警告称：</p>\n<blockquote>\n<p><strong>若公司不回应相关诉求，工会将继续推进罢工程序。</strong></p>\n</blockquote>\n<div>\n<h2>奖励方案细节</h2>\n</div>\n<p>根据美光披露的方案，2025年8月29日前入职的中国台湾员工将获得100万新台币（约合3.17万美元）的现金奖金。</p>\n<p><strong>对于初级工程师，总奖励平均达340万新台币，其中现金补偿平均约290万新台币，其余部分以股权授予价值计算。此外，所有员工还将获得年度股权授予。</strong></p>\n<p>美光在中国台湾约雇用1.5万名员工，中国台湾是其最重要的生产基地之一，公司已在台累计投资逾1.6万亿新台币。</p>\n<p><strong>工会迄今坚持的核心诉求是将15%营业利润纳入员工奖金分配机制，与美光现行方案之间仍存在明显分歧。</strong></p>\n<p><strong>美光此番举措，在一定程度上是为规避重蹈韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的覆辙。</strong></p>\n<p>据报道，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年5月曾面临多达4.8万名工会成员发起18天罢工的威胁，最终在最后关头谈判达成协议，设立了相当于芯片部门营业利润10.5%的特别奖金池，方才化解危机。</p>\n<p>美光中国台湾工会此前亦明确指出，三星和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>的利润分享安排已拉大美光员工与韩国同行之间的薪酬差距，此为此次劳资纠纷的核心背景之一。</p>\n<p>对于存储芯片市场而言，中国台湾作为美光核心生产基地的稳定性至关重要。劳动争议若持续升级乃至演变为实际罢工行动，将对美光的生产节奏和供应链造成直接影响，进而波及全球存储芯片供给格局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IXN":"iShares Trust S&P Global Informa","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT 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