秦少.的个人主页 - 老虎社区

秦少.

秦少.

运气决定命运

IP属地：福建

12关注

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1主题

0勋章

2020-04-04

$道琼斯(.DJI)$熔断再来一次再来一次

2020-04-10

$道琼斯(.DJI)$晚上熔断了

2020-04-15

$道琼斯(.DJI)$完蛋了明天a股又大跌了

2020-05-02

$道琼斯(.DJI)$要熔断了吗再来一场刺激吧

2020-04-02

$美国航空(AAL)$看来又要熔断了

08-19

这个教授想抄底？叫兽？

纽约大学教授：SpaceX估值过高只值10至30美元

2020-06-11

$道琼斯(.DJI)$又要垄断了吗

2025-09-27

这篇文章不错，转发给大家看看

特斯拉官宣了！就在下个月！即将开启这项服务！

08-24 16:20

涨到145美元，清空做空

08-17

不是一家公司才有存储，大家在囤货，到时候大跌收割全球

美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。

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只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值部分是由异常有利的市场机制推动的。最初，SpaceX仅有约4%至5%的股票可供公开交易，供应有限。他还表示，SpaceX被纳入纳斯达克100指数也刺激了追踪该指数的基金的需求。他还质疑投资者是否应该将SpaceX主要视为一家火箭和卫星公司。SpaceX上市不到两周，就发行了250亿美元的债券，尽管该公司此前披露的现金及现金等价物高达1008亿美元。该公司表示，募集资金将主要用于偿还一笔过渡贷款。加洛韦表示，此次债券发行表明投资者正在押注与SpaceX发射业务相关的AI基础设施，而未来的扩张将越来越依赖于借贷。","news_type":1,"symbols_score_info":{"SPCU":1.5,"SPCF":0.6,"SPCH":0.6,"WARP":0.6,"SPCQ":0.6,"XOVR":1.5,"ORBX":0.6,"SPCG":0.6,"UDN":1.5,"UFO":0.6,"DXYZ":1.5,"UUP":1.5,"WSPC":0.6,"SPCM":0.6,"SPAL":1.5,"SSPC":0.6,"LOFD":0.6,"SPAX":0.6,"ELOL":0.6,"LOFF":0.6,"SPCX":1.5,"SNK":1.5,"MARS":0.6}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597857807077488,"gmtCreate":1786978814311,"gmtModify":1786978816421,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"不是一家公司才有存储，大家在囤货，到时候大跌收割全球","listText":"不是一家公司才有存储，大家在囤货，到时候大跌收割全球","text":"不是一家公司才有存储，大家在囤货，到时候大跌收割全球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597857807077488","repostId":"2660443541","repostType":2,"repost":{"id":"2660443541","kind":"live","pubTimestamp":1786978166,"share":"https://www.laohunote.com/m/news/2660443541?lang=zh_CN&edition=full","pubTime":"2026-08-17 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-17 22:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","SK":"2倍做多海力士ETF-Corgi","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","SNDQ":"2倍做空SNDK ETF-Tradr","SKDD":"2倍做空海力士ETF-GraniteShares","TMSL":"T. 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Shares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2660443541","content_text":"美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。","news_type":1,"symbols_score_info":{"SK":0.6,"MUZ":0.6,"SKDD":0.6,"QQQG":0.6,"LEGR":0.6,"SOXX":0.6,"TMSL":0.6,"SKUU":0.6,"XLK":0.6,"SMU00main":0.6,"MUYY":0.6,"SKHU":0.6,"SMH":0.6,"WUGI":0.6,"DRMY":0.6,"SCHA":0.6,"DISK":0.6,"BAI":0.6,"07709":0.6,"HYNX":0.6,"EGGY":0.6,"SKHY":1.96,"VGT":0.6,"IXN":0.6,"AIS":0.6,"IETC":0.6,"FDTX":0.6,"PSI":0.6,"FCUS":0.6,"EFIV":0.6,"SKHYV":0.6,"SOXQ":0.6,"FXL":0.6,"CNAV":0.6,"FTXL":0.6,"ARTY":0.6,"SNDU":0.6,"XNTK":0.6,"MULL":0.6,"SCHM":0.6,"FSMD":0.6,"COWG":0.6,"PTF":0.6,"FTEC":0.6,"MIC":0.6,"MU":1.96,"CGGO":0.6,"BOBP":0.6,"CHAT":0.6,"SHOC":0.6,"SKHZ":0.6,"SNDC":0.6,"SNXX":0.6,"MUU":0.6,"CHPS":0.6,"TRFK":0.6,"USXF":0.6,"AIFD":0.6,"TTXU":0.6,"RULE":0.6,"MUD":0.6,"JGRO":0.6,"SNDQ":0.6,"WLDR":0.6,"SKHA":0.6,"SNDK":1.96,"SKHX":0.6,"AIQ":0.6,"SNDG":0.6,"EMSF":0.6,"CHPX":0.6,"FAI":0.6,"OPTZ":0.6,"HBMX":0.6}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597749510116168,"gmtCreate":1786953096019,"gmtModify":1786953098085,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"公司炖了很多货准备大跌","listText":"公司炖了很多货准备大跌","text":"公司炖了很多货准备大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597749510116168","repostId":"2660886104","repostType":2,"repost":{"id":"2660886104","kind":"highlight","pubTimestamp":1786952407,"share":"https://www.laohunote.com/m/news/2660886104?lang=zh_CN&edition=full","pubTime":"2026-08-17 15:40","market":"fut","language":"zh","title":"SK海力士预警“缺口最大年”＋国产厂商份额攀升 国内存储产业链或迎成长窗口期","url":"https://stock-news.laohu8.com/highlight/detail?id=2660886104","media":"中金财经","summary":"A股主要指数今日集体走强，截止收盘，沪指涨1.41%，深证成指涨2.44%，创业板指涨3.14%，科创50指数涨4.14%。个股方面，上涨股票数量超过4300只，逾百股涨停。　　近期存储产业链迎多重消息催化。　　而SK集团会长崔泰源近日表示，明年大概率将是存储芯片供应缺口最大的一年，并形容当前市场为“争夺存储芯片的战争”。为应对这一局面，SK海力士正全力扩充产能，计划五年内将产能翻倍，并推进7200亿美元的全球扩产计划。","content":"<html><body><p>　　A股主要指数今日集体走强，截止收盘，沪指涨1.41%，深证成指涨2.44%，创业板指涨3.14%，科创50指数涨4.14%。沪深京三市成交额达到2.4万亿，较上一交易日放量超2000亿。行业板块多数收涨，电子化学品、半导体、元件、<a href=\"https://laohu8.com/S/000901\">航天</a>装备、贵金属、通信设备、工业金属、电源设备、光学光电子板块涨幅居前，白酒板块逆市走弱。个股方面，上涨股票数量超过4300只，逾百股涨停。\n\r\n　　近期存储产业链迎多重消息催化。上周，海外存储巨头<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>在2026年投资者日上公布了长期增长战略，释放的2028至2030财年长期财务目标超市场预期——营收中高双位数增长，非GAAP毛利率维持约80%，调整后自由现金流利润率约50%，当日股价大涨超13%。\n\r\n　　而SK集团会长崔泰源近日表示，明年大概率将是存储芯片供应缺口最大的一年，并形容当前市场为“争夺存储芯片的战争”。他指出，客户对下一年度的采购需求几乎是往年的两倍，但由于新建晶圆厂从规划到稳定量产至少需要四到五年，2027年可能成为本轮短缺最严重的一年。为应对这一局面，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>正全力扩充产能，计划五年内将产能翻倍，并推进7200亿美元的全球扩产计划。\n\r\n　　此外国产存储芯片全球市占率也在持续提升。CounterpointResearch研报数据显示，2026年第二季度，国产厂商长江存储在NAND闪存市场的出货量占有率首次跻身全球前三。<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士和长江存储分别以25%、22%和14%的份额占据前三甲，长江存储首次超越铠侠，<a href=\"https://laohu8.com/S/MU\">美光</a>位列第五。在美国出口管制持续限制先进半导体设备获取的背景下，这标志着中国存储芯片企业在全球竞争格局中实现了关键突破。\n\r\n　　平安证券认为，AI需求已超出当前制造与封装能力，HBM、先进封装及先进制程产能瓶颈预计至少持续至2027年，行业整体呈现明确景气向上趋势。<a href=\"https://laohu8.com/S/600030\">中信证券</a>研报指出，展望未来，虽然存储产品的涨价幅度放缓，但考虑到2027年存储行业仍处于供不应求的状态，未来对于产业链公司的毛利率和盈利能力形成有效支撑。　　　　平安证券：行业整体呈现明确景气向上趋势\n\r\n　　大陆两大晶圆厂<a href=\"https://laohu8.com/S/688981\">中芯国际</a>与<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>2Q26业绩亮眼，反映下游AI及相关外溢需求旺盛，Omdia已将2026年全球半导体市场增长预测上调至94.1%，其中存储器芯片收入将占全球半导体总营收超50%。AI需求已超出当前制造与封装能力，HBM、先进封装及先进制程产能瓶颈预计至少持续至2027年，行业整体呈现明确景气向上趋势。\n\r\n　　<a href=\"https://laohu8.com/S/06030\">中信证券</a>：建议关注HDD、DRAM、NAND赛道\n\r\n　　全球主要存储公司股价6–7月的回调并非因为业绩疲软，更多是涨价增速见顶后市场担忧的集中释放。总的来看，相关公司Q2业绩整体符合预期，产品仍处涨价上行周期，AI驱动数据中心营收占比持续提升。展望未来，虽然存储产品的涨价幅度放缓，但考虑到2027年存储行业仍处于供不应求的状态，未来对于产业链公司的毛利率和盈利能力形成有效支撑。此外，针对市场关注度最高的LTA，可以看到相关公司目前正以3–5年期LTA落地锁定大客户需求，灵活定价机制与价格下限也有望降低盈利波动、提升估值。建议关注HDD、DRAM、NAND赛道。\n\r\n　　<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>：AI需求推动存储芯片价格和出货量同步增长\n\r\n　　AI需求推动存储芯片价格和出货量同步增长，该行将2026年至2028年全球存储市场规模预测上调4%至8%，预计市场规模将由2026年的约9690亿美元增至2027年的1.44万亿美元、2028年的1.82万亿美元。\n\r\n　　<a href=\"https://laohu8.com/S/600999\">招商证券</a>：存储行业缺货预计延续至2027年\n\r\n　　存储行业缺货预计延续至2027年，国内存储原厂扩产整体有望提速，投产推升产业链需求及市场空间，设备、材料及零部件等产业链环节订单及国产化率持续提升，同时存储技术迭代升级带动定制化新品兴起，先进封装产业链有望受益，建议关注存储和上游产业链环节机遇。\n\r\n　　<a href=\"https://laohu8.com/S/601162\">天风证券</a>：各类存储产品价格可能走出差异化行情\n\r\n　　AI基础设施投资对消费电子供应链形成显著虹吸效应。行业龙头将先进制程产能优先投向盈利能力更强的HBM产品线，挤压消费电子所需的DRAM和NANDFlash产能，短期带动存储整体价格稳步上行。中长期看，随着AI高端赛道与传统消费赛道供需走势逐步脱钩，各类存储产品价格可能走出差异化行情。\n\r\n　　<a href=\"https://laohu8.com/S/000838\">财信</a>证券：国内存储产业链迎来绝佳的成长窗口期\n\r\n　　2026年存储原厂扩产资源集中倾斜高附加值HBM产品，传统DRAM、NAND闪存有效供给增量有限，行业整体供需缺口持续扩大，合约价格稳步上行，行业整体进入量利齐升的兑现周期；国产替代进程持续提速，国内存储产业链凭借技术突破与政策加持，迎来绝佳的成长窗口期。\n\r\n　　(本文不构成任何投资建议，投资者据此操作，一切后果自负。市场有风险，投资需谨慎。)        </p></body></html>","source":"zhongjincaijing_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>SK海力士预警“缺口最大年”＋国产厂商份额攀升 国内存储产业链或迎成长窗口期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK海力士预警“缺口最大年”＋国产厂商份额攀升 国内存储产业链或迎成长窗口期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-17 15:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/shichangceping/20260817/32336986.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A股主要指数今日集体走强，截止收盘，沪指涨1.41%，深证成指涨2.44%，创业板指涨3.14%，科创50指数涨4.14%。沪深京三市成交额达到2.4万亿，较上一交易日放量超2000亿。行业板块多数收涨，电子化学品、半导体、元件、航天装备、贵金属、通信设备、工业金属、电源设备、光学光电子板块涨幅居前，白酒板块逆市走弱。个股方面，上涨股票数量超过4300只，逾百股涨停。\n\r\n　　近期存储产业链迎多重...</p>\n\n<a href=\"http://sc.stock.cnfol.com/shichangceping/20260817/32336986.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":{"RAM":"2倍做多DRAM ETF-T-REX","SK":"2倍做多海力士ETF-Corgi","SKHY":"SK海力士","SKHZ":"1倍做空海力士ETF-Leverage Shares","EDZ":"新兴市场ETF-Direxion三倍做空","SKHA":"Tradr 2X Long SK hynix Daily ETF","SKHU":"2倍做多海力士-ProShares","SKDD":"2倍做空海力士ETF-GraniteShares","DRAL":"2倍做多DRAM ETF-Defiance","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","HYNX":"2倍做多海力士ETF-T-REX","BK4141":"半导体产品","SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHYV":"SK海力士-WI","EEMO":"Invesco S&P Emerging Markets Momentum ETF","RAMZ":"T-REX 2X INVERSE DRAM DAILY TARGET ETF"},"source_url":"http://sc.stock.cnfol.com/shichangceping/20260817/32336986.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660886104","content_text":"A股主要指数今日集体走强，截止收盘，沪指涨1.41%，深证成指涨2.44%，创业板指涨3.14%，科创50指数涨4.14%。沪深京三市成交额达到2.4万亿，较上一交易日放量超2000亿。行业板块多数收涨，电子化学品、半导体、元件、航天装备、贵金属、通信设备、工业金属、电源设备、光学光电子板块涨幅居前，白酒板块逆市走弱。个股方面，上涨股票数量超过4300只，逾百股涨停。\n\n　　近期存储产业链迎多重消息催化。上周，海外存储巨头闪迪在2026年投资者日上公布了长期增长战略，释放的2028至2030财年长期财务目标超市场预期——营收中高双位数增长，非GAAP毛利率维持约80%，调整后自由现金流利润率约50%，当日股价大涨超13%。\n\n　　而SK集团会长崔泰源近日表示，明年大概率将是存储芯片供应缺口最大的一年，并形容当前市场为“争夺存储芯片的战争”。他指出，客户对下一年度的采购需求几乎是往年的两倍，但由于新建晶圆厂从规划到稳定量产至少需要四到五年，2027年可能成为本轮短缺最严重的一年。为应对这一局面，SK海力士正全力扩充产能，计划五年内将产能翻倍，并推进7200亿美元的全球扩产计划。\n\n　　此外国产存储芯片全球市占率也在持续提升。CounterpointResearch研报数据显示，2026年第二季度，国产厂商长江存储在NAND闪存市场的出货量占有率首次跻身全球前三。三星、SK海力士和长江存储分别以25%、22%和14%的份额占据前三甲，长江存储首次超越铠侠，美光位列第五。在美国出口管制持续限制先进半导体设备获取的背景下，这标志着中国存储芯片企业在全球竞争格局中实现了关键突破。\n\n　　平安证券认为，AI需求已超出当前制造与封装能力，HBM、先进封装及先进制程产能瓶颈预计至少持续至2027年，行业整体呈现明确景气向上趋势。中信证券研报指出，展望未来，虽然存储产品的涨价幅度放缓，但考虑到2027年存储行业仍处于供不应求的状态，未来对于产业链公司的毛利率和盈利能力形成有效支撑。　　　　平安证券：行业整体呈现明确景气向上趋势\n\n　　大陆两大晶圆厂中芯国际与华虹宏力2Q26业绩亮眼，反映下游AI及相关外溢需求旺盛，Omdia已将2026年全球半导体市场增长预测上调至94.1%，其中存储器芯片收入将占全球半导体总营收超50%。AI需求已超出当前制造与封装能力，HBM、先进封装及先进制程产能瓶颈预计至少持续至2027年，行业整体呈现明确景气向上趋势。\n\n　　中信证券：建议关注HDD、DRAM、NAND赛道\n\n　　全球主要存储公司股价6–7月的回调并非因为业绩疲软，更多是涨价增速见顶后市场担忧的集中释放。总的来看，相关公司Q2业绩整体符合预期，产品仍处涨价上行周期，AI驱动数据中心营收占比持续提升。展望未来，虽然存储产品的涨价幅度放缓，但考虑到2027年存储行业仍处于供不应求的状态，未来对于产业链公司的毛利率和盈利能力形成有效支撑。此外，针对市场关注度最高的LTA，可以看到相关公司目前正以3–5年期LTA落地锁定大客户需求，灵活定价机制与价格下限也有望降低盈利波动、提升估值。建议关注HDD、DRAM、NAND赛道。\n\n　　摩根大通：AI需求推动存储芯片价格和出货量同步增长\n\n　　AI需求推动存储芯片价格和出货量同步增长，该行将2026年至2028年全球存储市场规模预测上调4%至8%，预计市场规模将由2026年的约9690亿美元增至2027年的1.44万亿美元、2028年的1.82万亿美元。\n\n　　招商证券：存储行业缺货预计延续至2027年\n\n　　存储行业缺货预计延续至2027年，国内存储原厂扩产整体有望提速，投产推升产业链需求及市场空间，设备、材料及零部件等产业链环节订单及国产化率持续提升，同时存储技术迭代升级带动定制化新品兴起，先进封装产业链有望受益，建议关注存储和上游产业链环节机遇。\n\n　　天风证券：各类存储产品价格可能走出差异化行情\n\n　　AI基础设施投资对消费电子供应链形成显著虹吸效应。行业龙头将先进制程产能优先投向盈利能力更强的HBM产品线，挤压消费电子所需的DRAM和NANDFlash产能，短期带动存储整体价格稳步上行。中长期看，随着AI高端赛道与传统消费赛道供需走势逐步脱钩，各类存储产品价格可能走出差异化行情。\n\n　　财信证券：国内存储产业链迎来绝佳的成长窗口期\n\n　　2026年存储原厂扩产资源集中倾斜高附加值HBM产品，传统DRAM、NAND闪存有效供给增量有限，行业整体供需缺口持续扩大，合约价格稳步上行，行业整体进入量利齐升的兑现周期；国产替代进程持续提速，国内存储产业链凭借技术突破与政策加持，迎来绝佳的成长窗口期。\n\n　　(本文不构成任何投资建议，投资者据此操作，一切后果自负。市场有风险，投资需谨慎。)","news_type":1,"symbols_score_info":{"07709":0.6,"SKDD":0.6,"RAM":1.5,"SK":0.6,"SKHY":1.5,"RAMZ":0.6,"EEMO":1.5,"SKHZ":0.6,"HYNX":0.6,"EDZ":1.5,"DRAL":0.6,"SKHX":0.6,"SKUU":0.6,"SKHYV":0.6,"SKHA":0.6,"SKHU":0.6}},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597751831547944,"gmtCreate":1786952939554,"gmtModify":1786952941382,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"大量储存已经多太多了快暴跌了","listText":"大量储存已经多太多了快暴跌了","text":"大量储存已经多太多了快暴跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597751831547944","repostId":"1138833685","repostType":2,"repost":{"id":"1138833685","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":1786935152,"share":"https://www.laohunote.com/m/news/1138833685?lang=zh_CN&edition=full","pubTime":"2026-08-17 10:52","market":"us","language":"zh","title":"美股存储概念股夜盘拉升，闪迪涨超5%，SK海力士、美光科技涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138833685","media":"老虎资讯综合","summary":"8月17日，美股存储概念股夜盘拉升，闪迪涨超5%，$SK海力士(SKHY)$、$美光科技(MU)$、$西部数据(WDC)$、$希捷科技(STX)$涨超2%。","content":"<html><head></head><body><p>8月17日，美股存储概念股夜盘拉升，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超5%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/644095337884bcdd3dfe7c445caaa9b1\" title=\"\" tg-width=\"405\" tg-height=\"441\"/></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 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class=\"h-time\">2026-08-17 10:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月17日，美股存储概念股夜盘拉升，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>涨超5%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/644095337884bcdd3dfe7c445caaa9b1\" title=\"\" tg-width=\"405\" tg-height=\"441\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"WUGI":"AXS Esoterica NextG Economy ETF","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 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16:46","market":"us","language":"zh","title":"段永平：10年内大概率不会卖泡泡玛特股票，拟卖出SpaceX、特斯拉、Palantir的Put","url":"https://stock-news.laohu8.com/highlight/detail?id=1175654851","media":"老虎资讯综合","summary":"段永平在社交平台上表示，“泡泡玛特我才刚开始买啊！我猜10年内大概率是不会卖的。不过，我的水果已经比较成熟了，刚刚被call走了一些（买了t-bill了）。虽然现在价格比call走的价格还要低一点点，但这个价位我并不是很想买入。前几天我已经卖了一些MU的put，这几天我会卖点space X， 特斯拉的put的，还有pltr也会卖点put。ai是不容被忽视的，努力理解中……。”他还表示，“我想我还会增加一些Google，有机会还想增加一些brkb. 我应该还会保持我的nvda体量，就是put到期后会继续卖put的意思。”","content":"<html><head></head><body><p style=\"text-align: left;\">段永平在社交平台上表示，“泡泡玛特我才刚开始买啊！我猜10年内大概率是不会卖的。不过，我的水果已经比较成熟了，刚刚被call走了一些（买了t-bill了）。虽然现在价格比call走的价格还要低一点点，但这个价位我并不是很想买入。前几天我已经卖了一些MU的put，这几天我会卖点space X， 特斯拉的put的，还有pltr也会卖点put。ai是不容被忽视的，努力理解中……。”</p><p style=\"text-align: left;\">他还表示，“我想我还会增加一些Google，有机会还想增加一些brkb. 我应该还会保持我的nvda体量，就是put到期后会继续卖put的意思。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0114ffea6e5c658e5521d4fd5cc4901\" data-align=\"center\" tg-width=\"1316\" tg-height=\"688\"/><span></span></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>段永平：10年内大概率不会卖泡泡玛特股票，拟卖出SpaceX、特斯拉、Palantir的Put</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; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平：10年内大概率不会卖泡泡玛特股票，拟卖出SpaceX、特斯拉、Palantir的Put\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\">2026-07-23 16:46</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;\">段永平在社交平台上表示，“泡泡玛特我才刚开始买啊！我猜10年内大概率是不会卖的。不过，我的水果已经比较成熟了，刚刚被call走了一些（买了t-bill了）。虽然现在价格比call走的价格还要低一点点，但这个价位我并不是很想买入。前几天我已经卖了一些MU的put，这几天我会卖点space X， 特斯拉的put的，还有pltr也会卖点put。ai是不容被忽视的，努力理解中……。”</p><p style=\"text-align: left;\">他还表示，“我想我还会增加一些Google，有机会还想增加一些brkb. 我应该还会保持我的nvda体量，就是put到期后会继续卖put的意思。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0114ffea6e5c658e5521d4fd5cc4901\" data-align=\"center\" tg-width=\"1316\" tg-height=\"688\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/885447e000f5e02536cd166eeda13f45","relate_stocks":{"TSLP":"TSLA收益溢价策略ETF-Kurv","PLTZ":"2倍做空PLTR ETF-Defiance","SPCH":"2倍做多SpaceX ETF-Leverage Shares","TSLQ":"2倍做空TSLA ETF-Tradr","SPAX":"2倍做多SPACEX ETF-T-REX","TSLR":"2倍做多TSLA ETF-GraniteShares","07766":"南方两倍做多特斯拉","TESL":"Simplify Volt TSLA Revolution ETF","TSLS":"1倍做空TSLA ETF-Direxion","PLTA":"ProShares Ultra PLTR ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","LOFF":"2倍做多SpaceX ETF-Direxion","PLTD":"1倍做空PLTR ETF-Direxion","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLT":"2倍做多TSLA ETF-T-Rex","PLTI":"REX PLTR Growth & Income ETF","SPCM":"2倍做多SpaceX ETF-Tradr","PTIR":"2倍做多PLTR ETF-GraniteShares","TSLA":"特斯拉","PLTG":"2倍做多PLTR ETF-Leverage Shares","TSLW":"TSLA周配息ETF-Roundhill","09992":"泡泡玛特","SPCQ":"2倍做空SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCX":"SPAC 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ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175654851","content_text":"段永平在社交平台上表示，“泡泡玛特我才刚开始买啊！我猜10年内大概率是不会卖的。不过，我的水果已经比较成熟了，刚刚被call走了一些（买了t-bill了）。虽然现在价格比call走的价格还要低一点点，但这个价位我并不是很想买入。前几天我已经卖了一些MU的put，这几天我会卖点space X， 特斯拉的put的，还有pltr也会卖点put。ai是不容被忽视的，努力理解中……。”他还表示，“我想我还会增加一些Google，有机会还想增加一些brkb. 我应该还会保持我的nvda体量，就是put到期后会继续卖put的意思。”","news_type":1,"symbols_score_info":{"PLTD":0.6,"TSLO":0.6,"PLTR":2,"PLTZ":0.6,"SPAL":0.6,"SPCQ":0.6,"TSL":0.6,"PLTU":0.6,"PLTG":0.6,"SSPC":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLZ":0.6,"09992":2,"SPAX":0.6,"PLYY":0.6,"CRSH":0.6,"SPCX":2,"TSII":0.6,"SPCM":0.6,"TESL":0.6,"TSLP":0.6,"TEST":0.6,"SPCG":0.6,"TSLA":2,"TSLY":0.6,"TLA":0.6,"SNK":0.6,"09366":0.6,"LOFF":0.6,"TSDD":0.6,"TSLT":0.6,"TSLL":0.6,"TSLG":0.6,"PTIR":0.6,"PLTI":0.6,"TSLR":0.6,"TSLI":0.6,"TSYY":0.6,"09766":0.6,"SPCH":0.6,"07766":0.6,"PLOO":0.6,"07366":0.6,"PLTW":0.6,"PLTY":0.6,"TSLS":0.6,"SPCU":0.6,"SPCF":0.6,"PLTA":0.6}},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482957348495360,"gmtCreate":1758938700623,"gmtModify":1758938702937,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482957348495360","repostId":"2570400832","repostType":2,"repost":{"id":"2570400832","kind":"news","pubTimestamp":1758873633,"share":"https://www.laohunote.com/m/news/2570400832?lang=zh_CN&edition=full","pubTime":"2025-09-26 16:00","market":"us","language":"zh","title":"特斯拉官宣了！就在下个月！即将开启这项服务！","url":"https://stock-news.laohu8.com/highlight/detail?id=2570400832","media":"汽车之家资讯","summary":"[汽车之家资讯] 日前，特斯拉首席执行官埃隆马斯克在社交媒体确认，特斯拉Robotaxi服务即将在下个月正式向公众开放。不仅如此，特斯拉还在加利福尼亚州的旧金山湾区推出了Robotaxi服务，但与得克萨斯州的服务略有不同，得克萨斯州的Robotaxi的安全监控人员坐在副驾驶座位上，而加州的安全监控人员则坐在驾驶座上。随着地理围栏、服务区域和测试人群的不断扩大，马斯克表示，特斯拉将在下个月向公众开放Robotaxi服务。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 日前，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆・马斯克（Elon Musk）在社交媒体确认，特斯拉Robotaxi服务即将在下个月正式向公众开放。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160035504d163jj41nltv0v4\"/><p>此前，特斯拉的Robotaxi平台于6月22日在得克萨斯州奥斯汀首次向一小部分用户群体推出，并按照每单4.2美元（约合人民币30元）的固定价格收费。在过去的一个半月里，该公司不断扩大试乘用户数量和地理围栏范围。</p><p>不仅如此，特斯拉还在加利福尼亚州的旧金山湾区推出了Robotaxi服务，但与得克萨斯州的服务略有不同，得克萨斯州的Robotaxi的安全监控人员坐在副驾驶座位上，而加州的安全监控人员则坐在驾驶座上。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160038894d163htf963i7rcc\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160039171d163rzsl1lq929x\"/><p>随着地理围栏、服务区域和测试人群的不断扩大，马斯克表示，特斯拉将在下个月向公众开放Robotaxi服务。</p><p>在最近的第二季度财报电话会议上，马斯克表示：“我们需要确保在车辆完全处于我们控制之下时能正常运行，这得一步一个脚印来，我们不想操之过急。正如我所说，我们在安全方面非常谨慎。但我可以肯定地说，明年，人们将能够将自己的汽车加入或退出特斯拉公司的车队。虽然具体时间还不确定，但可以肯定的是明年。”此外，马斯克预计RoboTaxi车队将“在相当短的时间内从微小规模增长到巨大规模”，并预计该业务将在明年（2026年）底前对公司财务产生重大影响。（编译/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 李娜）</p></article></body></html>","source":"tencent","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>特斯拉官宣了！就在下个月！即将开启这项服务！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉官宣了！就在下个月！即将开启这项服务！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 16:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616004197ab0ca0&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[汽车之家资讯] 日前，特斯拉首席执行官埃隆・马斯克（Elon Musk）在社交媒体确认，特斯拉Robotaxi服务即将在下个月正式向公众开放。此前，特斯拉的Robotaxi平台于6月22日在得克萨斯州奥斯汀首次向一小部分用户群体推出，并按照每单4.2美元（约合人民币30元）的固定价格收费。在过去的一个半月里，该公司不断扩大试乘用户数量和地理围栏范围。不仅如此，特斯拉还在加利福尼亚州的旧金山湾区...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616004197ab0ca0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc 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href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【纽约大学教授：SpaceX估值过高 只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","SSPC":"2倍做空SpaceX ETF-Leverage Shares","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","SPCX":"SPAC and New Issue ETF","UFO":"Procure Space ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","UUP":"美元ETF-PowerShares DB","XOVR":"ERShares Private-Public Crossover ETF","SPCU":"2倍做多SpaceX ETF-Defiance","DXYZ":"Destiny Tech100 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只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， 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href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>又要垄断了吗","text":"$道琼斯(.DJI)$又要垄断了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/952371457","isVote":1,"tweetType":1,"viewCount":1370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482957348495360,"gmtCreate":1758938700623,"gmtModify":1758938702937,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482957348495360","repostId":"2570400832","repostType":2,"repost":{"id":"2570400832","kind":"news","pubTimestamp":1758873633,"share":"https://www.laohunote.com/m/news/2570400832?lang=zh_CN&edition=full","pubTime":"2025-09-26 16:00","market":"us","language":"zh","title":"特斯拉官宣了！就在下个月！即将开启这项服务！","url":"https://stock-news.laohu8.com/highlight/detail?id=2570400832","media":"汽车之家资讯","summary":"[汽车之家资讯] 日前，特斯拉首席执行官埃隆马斯克在社交媒体确认，特斯拉Robotaxi服务即将在下个月正式向公众开放。不仅如此，特斯拉还在加利福尼亚州的旧金山湾区推出了Robotaxi服务，但与得克萨斯州的服务略有不同，得克萨斯州的Robotaxi的安全监控人员坐在副驾驶座位上，而加州的安全监控人员则坐在驾驶座上。随着地理围栏、服务区域和测试人群的不断扩大，马斯克表示，特斯拉将在下个月向公众开放Robotaxi服务。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 日前，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆・马斯克（Elon Musk）在社交媒体确认，特斯拉Robotaxi服务即将在下个月正式向公众开放。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160035504d163jj41nltv0v4\"/><p>此前，特斯拉的Robotaxi平台于6月22日在得克萨斯州奥斯汀首次向一小部分用户群体推出，并按照每单4.2美元（约合人民币30元）的固定价格收费。在过去的一个半月里，该公司不断扩大试乘用户数量和地理围栏范围。</p><p>不仅如此，特斯拉还在加利福尼亚州的旧金山湾区推出了Robotaxi服务，但与得克萨斯州的服务略有不同，得克萨斯州的Robotaxi的安全监控人员坐在副驾驶座位上，而加州的安全监控人员则坐在驾驶座上。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160038894d163htf963i7rcc\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160039171d163rzsl1lq929x\"/><p>随着地理围栏、服务区域和测试人群的不断扩大，马斯克表示，特斯拉将在下个月向公众开放Robotaxi服务。</p><p>在最近的第二季度财报电话会议上，马斯克表示：“我们需要确保在车辆完全处于我们控制之下时能正常运行，这得一步一个脚印来，我们不想操之过急。正如我所说，我们在安全方面非常谨慎。但我可以肯定地说，明年，人们将能够将自己的汽车加入或退出特斯拉公司的车队。虽然具体时间还不确定，但可以肯定的是明年。”此外，马斯克预计RoboTaxi车队将“在相当短的时间内从微小规模增长到巨大规模”，并预计该业务将在明年（2026年）底前对公司财务产生重大影响。（编译/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 李娜）</p></article></body></html>","source":"tencent","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>特斯拉官宣了！就在下个月！即将开启这项服务！</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特斯拉官宣了！就在下个月！即将开启这项服务！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 16:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616004197ab0ca0&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[汽车之家资讯] 日前，特斯拉首席执行官埃隆・马斯克（Elon Musk）在社交媒体确认，特斯拉Robotaxi服务即将在下个月正式向公众开放。此前，特斯拉的Robotaxi平台于6月22日在得克萨斯州奥斯汀首次向一小部分用户群体推出，并按照每单4.2美元（约合人民币30元）的固定价格收费。在过去的一个半月里，该公司不断扩大试乘用户数量和地理围栏范围。不仅如此，特斯拉还在加利福尼亚州的旧金山湾区...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616004197ab0ca0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616004197ab0ca0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2570400832","content_text":"[汽车之家资讯] 日前，特斯拉首席执行官埃隆・马斯克（Elon Musk）在社交媒体确认，特斯拉Robotaxi服务即将在下个月正式向公众开放。此前，特斯拉的Robotaxi平台于6月22日在得克萨斯州奥斯汀首次向一小部分用户群体推出，并按照每单4.2美元（约合人民币30元）的固定价格收费。在过去的一个半月里，该公司不断扩大试乘用户数量和地理围栏范围。不仅如此，特斯拉还在加利福尼亚州的旧金山湾区推出了Robotaxi服务，但与得克萨斯州的服务略有不同，得克萨斯州的Robotaxi的安全监控人员坐在副驾驶座位上，而加州的安全监控人员则坐在驾驶座上。随着地理围栏、服务区域和测试人群的不断扩大，马斯克表示，特斯拉将在下个月向公众开放Robotaxi服务。在最近的第二季度财报电话会议上，马斯克表示：“我们需要确保在车辆完全处于我们控制之下时能正常运行，这得一步一个脚印来，我们不想操之过急。正如我所说，我们在安全方面非常谨慎。但我可以肯定地说，明年，人们将能够将自己的汽车加入或退出特斯拉公司的车队。虽然具体时间还不确定，但可以肯定的是明年。”此外，马斯克预计RoboTaxi车队将“在相当短的时间内从微小规模增长到巨大规模”，并预计该业务将在明年（2026年）底前对公司财务产生重大影响。（编译/汽车之家 李娜）","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600202242467080,"gmtCreate":1787559624857,"gmtModify":1787559626796,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"涨到145美元，清空做空","listText":"涨到145美元，清空做空","text":"涨到145美元，清空做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600202242467080","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597857807077488,"gmtCreate":1786978814311,"gmtModify":1786978816421,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548551468681654","idStr":"3548551468681654"},"themes":[],"title":"","htmlText":"不是一家公司才有存储，大家在囤货，到时候大跌收割全球","listText":"不是一家公司才有存储，大家在囤货，到时候大跌收割全球","text":"不是一家公司才有存储，大家在囤货，到时候大跌收割全球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597857807077488","repostId":"2660443541","repostType":2,"repost":{"id":"2660443541","kind":"live","pubTimestamp":1786978166,"share":"https://www.laohunote.com/m/news/2660443541?lang=zh_CN&edition=full","pubTime":"2026-08-17 22:49","market":"hk","language":"zh","title":"美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2660443541","media":"智通财经","summary":"美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。","content":"<html><body><div>\n<div>\n                  美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。                </div>\n</div></body></html>","source":"live_zhitongcaijing","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>美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。</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美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-17 22:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","SK":"2倍做多海力士ETF-Corgi","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","SNDQ":"2倍做空SNDK ETF-Tradr","SKDD":"2倍做空海力士ETF-GraniteShares","TMSL":"T. 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