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曾超瀚
04-01
$美光科技(MU)$
怎么样?我昨天说的对吧?哈哈哈 还能涨一年呢
曾超瀚
03-31
现在是内存行情的中前期,机构故意打压股价,抢散户筹码。越跌越买~~
存储芯片概念股大跌!花旗宣布:下调!芯片突传利空
曾超瀚
03-31
$美光科技(MU)$
越跌越买 gpt跟我想的一样,现在只是上涨周期的中前期
曾超瀚
2025-08-06
$泡泡玛特(09992)$
$泡泡玛特 (09992.HK)$ 卖空池都空了,接下去就是暴跌。。。
曾超瀚
2025-07-24
$泡泡玛特(09992)$
快跑!大摩拉高出货!机构在出货
曾超瀚
2025-07-23
$泡泡玛特(09992)$
都是散户接盘,要暴跌了 机构都逃了。。。接下去就是腰斩
曾超瀚
2025-07-16
$泡泡玛特(09992)$
庄家在大幅抛售,散户接盘
曾超瀚
2025-07-14
$泡泡玛特(09992)$
下午暴跌,我赌一千
曾超瀚
2025-07-07
$泡泡玛特(09992)$
河南骗子
曾超瀚
2025-07-04
$泡泡玛特(09992)$
黄牛哪里价格崩了70%! 泡沫已经崩了,这股票跌去三分之二差不多 快跑啊! 前天听我跑掉的,赶紧来谢谢我啊
曾超瀚
2025-07-03
$泡泡玛特(09992)$
$泡泡玛特 (09992.HK)$按照技术分析, 下午击穿240点位了! 快跑!!! 然后记得来感谢我
曾超瀚
2025-07-03
$泡泡玛特(09992)$
认真问,黄牛哪里都腰斩了对吗? 这股泡沫太大,要崩盘了对吗? 跌去三分之二才是合理价格?
曾超瀚
2025-07-02
$泡泡玛特(09992)$
咸鱼现在卖泡泡玛特,根本卖不出去。已经崩盘了
曾超瀚
2025-06-25
$泡泡玛特(09992)$
泡沫马特,智商鉴定器,谁挂出去谁**,跟某国产手机一样,用了要被笑话的。一阵风过去,之后一文不值,十块钱三个。股价还有的跌,至少腰斩
曾超瀚
2025-06-25
$泡泡玛特(09992)$
泡沫马特,智商鉴定器,谁挂出去谁**,跟某国产手机一样,用了要被笑话的。一阵风过去,之后一文不值,十块钱三个。股价还有的跌,至少腰斩
曾超瀚
2025-06-24
$泡泡玛特(09992)$
跌去70%差不多。都是90后玩剩下的
曾超瀚
2025-04-12
散户不要做短线,因为信息上做不过机构。散户一定要做长线,看好一个行业龙头股票不要动。
曾超瀚
2025-02-18
$英伟达(NVDA)$
170都能到
曾超瀚
2025-02-13
$英伟达(NVDA)$
别叫达子了,土里土气,叫英皇!
曾超瀚
2025-02-08
$英伟达(NVDA)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 怎么样?我昨天说的对吧?哈哈哈 还能涨一年呢","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 怎么样?我昨天说的对吧?哈哈哈 还能涨一年呢","text":"$美光科技(MU)$ 怎么样?我昨天说的对吧?哈哈哈 还能涨一年呢","images":[{"img":"https://static.tigerbbs.com/1951cd7008c4679d62c92419d2988631","width":"1080","height":"2640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/549003050484984","isVote":1,"tweetType":1,"viewCount":9596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":548631138113096,"gmtCreate":1774966638994,"gmtModify":1774967816450,"author":{"id":"3582019941610182","authorId":"3582019941610182","name":"曾超瀚","avatar":"https://static.tigerbbs.com/ebef4ef07680ac0a8a8a28d7d1dbefad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582019941610182","authorIdStr":"3582019941610182"},"themes":[],"title":"","htmlText":"现在是内存行情的中前期,机构故意打压股价,抢散户筹码。越跌越买~~","listText":"现在是内存行情的中前期,机构故意打压股价,抢散户筹码。越跌越买~~","text":"现在是内存行情的中前期,机构故意打压股价,抢散户筹码。越跌越买~~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548631138113096","repostId":"2623586193","repostType":2,"repost":{"id":"2623586193","kind":"news","pubTimestamp":1774957320,"share":"https://www.laohu8.com/m/news/2623586193?lang=zh_CN&edition=full","pubTime":"2026-03-31 19:42","market":"us","language":"zh","title":"存储芯片概念股大跌!花旗宣布:下调!芯片突传利空","url":"https://stock-news.laohu8.com/highlight/detail?id=2623586193","media":"券商中国","summary":"全球“最火赛道”突然降温。3月31日,美股盘前,存储芯片概念股继续走弱,美光科技一度跌近2%,闪迪一度跌超2%,前一交易日,美光科技、闪迪跌幅分别超9%、7%。消息面上,花旗集团将美光科技目标价从510美元下调至425美元。此外,今日日韩存储芯片板块全线大跌,SK海力士大跌超7%,三星电子跌超5%。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.MU&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.SNDK&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 全球“最火赛道”突然降温。</p><p> 3月31日,美股盘前,<span>存储芯片</span><span></span>概念股继续走弱,<span><a href=\"https://laohu8.com/S/MU\">美光科技</a></span><span></span>一度跌近2%,<span><a href=\"https://laohu8.com/S/SNDK\">闪迪</a></span><span></span>一度跌超2%,前一交易日,<span href=\"http://quote.eastmoney.com/unify/r/105.MU\" target=\"_blank\" web=\"1\">美光科技</span>、<span href=\"http://quote.eastmoney.com/unify/r/105.SNDK\" target=\"_blank\" web=\"1\">闪迪</span>跌幅分别超9%、7%。消息面上,<span>花旗集团</span><span></span>将<span href=\"http://quote.eastmoney.com/unify/r/105.MU\" target=\"_blank\" web=\"1\">美光科技</span>目标价从510美元下调至425美元。此外,今日日韩<span href=\"http://quote.eastmoney.com/unify/r/90.BK1137\" target=\"_blank\" web=\"1\">存储芯片</span>板块全线大跌,SK海力士大跌超7%,三星<span>电子</span><span></span>跌超5%。</p><p> 据花旗报告,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>新技术TurboQuant冲击导致内存价格跳水,主流DDR5 16GB现货价格近期下跌6%。<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>也表示,AI算力需求持续释放,但客户对DRAM(动态随机存取存储器)高价的承受力已构成实质性约束,相关厂商面临估值下修压力。</p><p> <strong>花旗宣布:下调</strong></p><p> 3月31日,花旗分析师Atif Malik发布报告称,将美光目标价从510美元下调至425美元,降幅达17%。</p><p> 报告显示,主流DDR5 16GB DRAM现货价格近期下跌约6%,此轮回落主要归因于市场对<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>TurboQuant技术的顾虑。该技术被认为可能压缩AI推理对内存的消耗,叠加前期囤货资金集中抛售,引发市场对存储需求前景的担忧。</p><p> 这是本轮<span href=\"http://quote.eastmoney.com/unify/r/90.BK1137\" target=\"_blank\" web=\"1\">存储芯片</span>价格大涨以来首次出现明显回档,市场氛围正从先前的“全面缺货”迅速转向观望。</p><p> 受此影响,今日亚洲交易时段,日韩存储芯片股全线大跌,截至收盘,SK海力士大跌7.56%,三星<span href=\"http://quote.eastmoney.com/unify/r/90.BK1201\" target=\"_blank\" web=\"1\">电子</span>大跌5.16%,铠侠大跌4.7%。美东时间30日,美股存储芯片概念股亦集体重挫,美光科技大跌近10%,<span><a href=\"https://laohu8.com/S/WDC\">西部数据</a></span><span></span>大跌超8%,<span href=\"http://quote.eastmoney.com/unify/r/105.SNDK\" target=\"_blank\" web=\"1\">闪迪</span>大跌超7%,<span><a href=\"https://laohu8.com/S/STX\">希捷科技</a></span><span></span>大跌超4%。</p><p> 今日美股盘前,美光科技股价继续走弱,跌幅一度接近2%,闪迪一度大跌超2%。</p><p> 花旗分析师将对美光科技的估值基准从6倍下调至5倍周期底部市盈率,并以2027年预期峰值每股收益为基础,得出425美元的新目标价,与DRAM历轮上行周期中5至6倍的历史估值底部区间相符。</p><p> 值得注意的是,花旗维持对美光科技的全部财务预测不变:2026财年核心每股收益预测为58.46美元,2027财年为94.55美元。当前股价对应2026年预期市盈率约5.5倍、2027年约3.4倍,处于历史相对低位。</p><p> 报告指出,尽管现货市场承压,但合同价格面临的下行风险相对可控。美光科技及其存储同业正就三至五年战略性长期协议与超大规模<span>云计算</span><span></span>厂商展开谈判,条款涵盖基础采购量锁定、预付款机制设置及按市场条件动态调整季度价格等安排。</p><p> 上述长期协议框架有望为合同价格构建结构性支撑。美光约79%的收入来自DRAM业务,合同价格走势对其盈利可见度至关重要。</p><p> 花旗在报告中写道,谷歌TurboQuant对存储需求的影响与此前DeepSeek事件相似:从表面看,效率提升技术会降低单次AI推理的算力与内存成本,但更低的使用成本将进一步释放应用量,最终推升整体算力与内存的总需求。</p><p> <strong>估值下修的压力</strong></p><p> <span href=\"http://quote.eastmoney.com/unify/r/106.MS\" target=\"_blank\" web=\"1\">摩根士丹利</span>也在最新发布的报告中指出,伴随KV缓存(KV cache)压缩技术、服务器系统优化及长期协议(LTA)谈判推进,传统内存行业正面临不可避免的估值下修压力。</p><p> <span href=\"http://quote.eastmoney.com/unify/r/106.MS\" target=\"_blank\" web=\"1\">摩根士丹利</span>表示,虽然市场对<span>AI芯片</span><span></span>的热情尚未消退,但客户对DRAM高价的承受力已构成实质性约束。</p><p> 基于上述逻辑,摩根士丹利普遍下调了与DRAM相关的传统内存厂商目标价。报告指出,估值倍数的下修是主要调整方向,这意味着即便短期价格未现大幅回落,相关标的的估值中枢也已出现系统性下移。</p><p> 针对现货价格大跌,<span><a href=\"https://laohu8.com/S/GS\">高盛</a></span><span></span>在报告中指出,现货价格的回调具有必然性。此前现货价格相对合约价格的溢价已处于显著高位,DDR5和DDR4现货价格分别较2月合约价溢价25%和111%。这种极端溢价令买方倾向于观望,即便目前经历较大幅度回调,现货价格仍远高于合约价及历史绝对价格水平。</p><p> 韩国券商Daishin Securities也指出,企业级合约市场并未受此波及,主要云服务提供商对服务器内存的需求依旧迫切,供需基本面并未发生实质性逆转。现货市场主要由PC和<span>消费电子</span><span></span>产品组成,其占总市场交易的份额最多仅为个位数百分比。</p><p><img src=\"https://np-newspic.dfcfw.com/download/D24832930842412850501_w690h389.jpg\"/></p><p>(文章来源:券商中国)</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储芯片概念股大跌!花旗宣布:下调!芯片突传利空</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存储芯片概念股大跌!花旗宣布:下调!芯片突传利空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-31 19:42 北京时间 <a href=http://finance.eastmoney.com/a/202603313690630221.html><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球“最火赛道”突然降温。 3月31日,美股盘前,存储芯片概念股继续走弱,美光科技一度跌近2%,闪迪一度跌超2%,前一交易日,美光科技、闪迪跌幅分别超9%、7%。消息面上,花旗集团将美光科技目标价从510美元下调至425美元。此外,今日日韩存储芯片板块全线大跌,SK海力士大跌超7%,三星电子跌超5%。 据花旗报告,谷歌新技术TurboQuant冲击导致内存价格跳水,主流DDR5 16GB现货...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603313690630221.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4566":"资本集团","MU":"美光科技","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4535":"淡马锡持仓","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","BK4559":"巴菲特持仓","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","BK4588":"碎股","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4207":"综合性银行","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","C":"花旗","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC"},"source_url":"http://finance.eastmoney.com/a/202603313690630221.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623586193","content_text":"全球“最火赛道”突然降温。 3月31日,美股盘前,存储芯片概念股继续走弱,美光科技一度跌近2%,闪迪一度跌超2%,前一交易日,美光科技、闪迪跌幅分别超9%、7%。消息面上,花旗集团将美光科技目标价从510美元下调至425美元。此外,今日日韩存储芯片板块全线大跌,SK海力士大跌超7%,三星电子跌超5%。 据花旗报告,谷歌新技术TurboQuant冲击导致内存价格跳水,主流DDR5 16GB现货价格近期下跌6%。摩根士丹利也表示,AI算力需求持续释放,但客户对DRAM(动态随机存取存储器)高价的承受力已构成实质性约束,相关厂商面临估值下修压力。 花旗宣布:下调 3月31日,花旗分析师Atif Malik发布报告称,将美光目标价从510美元下调至425美元,降幅达17%。 报告显示,主流DDR5 16GB DRAM现货价格近期下跌约6%,此轮回落主要归因于市场对谷歌TurboQuant技术的顾虑。该技术被认为可能压缩AI推理对内存的消耗,叠加前期囤货资金集中抛售,引发市场对存储需求前景的担忧。 这是本轮存储芯片价格大涨以来首次出现明显回档,市场氛围正从先前的“全面缺货”迅速转向观望。 受此影响,今日亚洲交易时段,日韩存储芯片股全线大跌,截至收盘,SK海力士大跌7.56%,三星电子大跌5.16%,铠侠大跌4.7%。美东时间30日,美股存储芯片概念股亦集体重挫,美光科技大跌近10%,西部数据大跌超8%,闪迪大跌超7%,希捷科技大跌超4%。 今日美股盘前,美光科技股价继续走弱,跌幅一度接近2%,闪迪一度大跌超2%。 花旗分析师将对美光科技的估值基准从6倍下调至5倍周期底部市盈率,并以2027年预期峰值每股收益为基础,得出425美元的新目标价,与DRAM历轮上行周期中5至6倍的历史估值底部区间相符。 值得注意的是,花旗维持对美光科技的全部财务预测不变:2026财年核心每股收益预测为58.46美元,2027财年为94.55美元。当前股价对应2026年预期市盈率约5.5倍、2027年约3.4倍,处于历史相对低位。 报告指出,尽管现货市场承压,但合同价格面临的下行风险相对可控。美光科技及其存储同业正就三至五年战略性长期协议与超大规模云计算厂商展开谈判,条款涵盖基础采购量锁定、预付款机制设置及按市场条件动态调整季度价格等安排。 上述长期协议框架有望为合同价格构建结构性支撑。美光约79%的收入来自DRAM业务,合同价格走势对其盈利可见度至关重要。 花旗在报告中写道,谷歌TurboQuant对存储需求的影响与此前DeepSeek事件相似:从表面看,效率提升技术会降低单次AI推理的算力与内存成本,但更低的使用成本将进一步释放应用量,最终推升整体算力与内存的总需求。 估值下修的压力 摩根士丹利也在最新发布的报告中指出,伴随KV缓存(KV cache)压缩技术、服务器系统优化及长期协议(LTA)谈判推进,传统内存行业正面临不可避免的估值下修压力。 摩根士丹利表示,虽然市场对AI芯片的热情尚未消退,但客户对DRAM高价的承受力已构成实质性约束。 基于上述逻辑,摩根士丹利普遍下调了与DRAM相关的传统内存厂商目标价。报告指出,估值倍数的下修是主要调整方向,这意味着即便短期价格未现大幅回落,相关标的的估值中枢也已出现系统性下移。 针对现货价格大跌,高盛在报告中指出,现货价格的回调具有必然性。此前现货价格相对合约价格的溢价已处于显著高位,DDR5和DDR4现货价格分别较2月合约价溢价25%和111%。这种极端溢价令买方倾向于观望,即便目前经历较大幅度回调,现货价格仍远高于合约价及历史绝对价格水平。 韩国券商Daishin Securities也指出,企业级合约市场并未受此波及,主要云服务提供商对服务器内存的需求依旧迫切,供需基本面并未发生实质性逆转。现货市场主要由PC和消费电子产品组成,其占总市场交易的份额最多仅为个位数百分比。(文章来源:券商中国)","news_type":1,"symbols_score_info":{"MU":1.96,"C":1.88}},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548464108382136,"gmtCreate":1774925925398,"gmtModify":1774925937976,"author":{"id":"3582019941610182","authorId":"3582019941610182","name":"曾超瀚","avatar":"https://static.tigerbbs.com/ebef4ef07680ac0a8a8a28d7d1dbefad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582019941610182","authorIdStr":"3582019941610182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v 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卖空池都空了,接下去就是暴跌。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/464636950016272","isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557143628409344","authorId":"3557143628409344","name":"和硕怡亲王","avatar":"https://static.tigerbbs.com/9807e06a21f5da3147448cbd193f24a8","crmLevel":4,"crmLevelSwitch":0,"idStr":"3557143628409344","authorIdStr":"3557143628409344"},"content":"我靠,我也发现了。订单自动给我取消了。","text":"我靠,我也发现了。订单自动给我取消了。","html":"我靠,我也发现了。订单自动给我取消了。"},{"author":{"id":"3525214877859596","authorId":"3525214877859596","name":"RobinLee2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"idStr":"3525214877859596","authorIdStr":"3525214877859596"},"content":"一直不足的,這個不能作為參考","text":"一直不足的,這個不能作為參考","html":"一直不足的,這個不能作為參考"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459923636781488,"gmtCreate":1753322729798,"gmtModify":1753322741001,"author":{"id":"3582019941610182","authorId":"3582019941610182","name":"曾超瀚","avatar":"https://static.tigerbbs.com/ebef4ef07680ac0a8a8a28d7d1dbefad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582019941610182","authorIdStr":"3582019941610182"},"themes":[],"title":"","htmlText":"<a 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前天听我跑掉的,赶紧来谢谢我啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452886487367888","isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452572849685168,"gmtCreate":1751514646760,"gmtModify":1751514648376,"author":{"id":"3582019941610182","authorId":"3582019941610182","name":"曾超瀚","avatar":"https://static.tigerbbs.com/ebef4ef07680ac0a8a8a28d7d1dbefad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582019941610182","authorIdStr":"3582019941610182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a><v-v data-views=\"0\"></v-v> $泡泡玛特 (09992.HK)$按照技术分析, 下午击穿240点位了! 快跑!!! 然后记得来感谢我","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a><v-v data-views=\"0\"></v-v> $泡泡玛特 (09992.HK)$按照技术分析, 下午击穿240点位了! 快跑!!! 然后记得来感谢我","text":"$泡泡玛特(09992)$ 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咸鱼现在卖泡泡玛特,根本卖不出去。已经崩盘了","text":"$泡泡玛特(09992)$ 咸鱼现在卖泡泡玛特,根本卖不出去。已经崩盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452287173681504","isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449740678685016,"gmtCreate":1750826331224,"gmtModify":1750826332171,"author":{"id":"3582019941610182","authorId":"3582019941610182","name":"曾超瀚","avatar":"https://static.tigerbbs.com/ebef4ef07680ac0a8a8a28d7d1dbefad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582019941610182","authorIdStr":"3582019941610182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a><v-v data-views=\"0\"></v-v> 泡沫马特,智商鉴定器,谁挂出去谁**,跟某国产手机一样,用了要被笑话的。一阵风过去,之后一文不值,十块钱三个。股价还有的跌,至少腰斩","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a><v-v data-views=\"0\"></v-v> 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可能跌到30附近","html":"哈哈哈🤣 你看看历史走势 之前100多 跌到9.9。这次如果走熊 可能跌到30附近"},{"author":{"id":"3548050536502169","authorId":"3548050536502169","name":"M21666","avatar":"https://static.tigerbbs.com/6376a284f670b4c46d2d77bc85db07f1","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3548050536502169","idStr":"3548050536502169"},"content":"腰斩都看的起他了","text":"腰斩都看的起他了","html":"腰斩都看的起他了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549003050484984,"gmtCreate":1775055786320,"gmtModify":1775055789832,"author":{"id":"3582019941610182","authorId":"3582019941610182","name":"曾超瀚","avatar":"https://static.tigerbbs.com/ebef4ef07680ac0a8a8a28d7d1dbefad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582019941610182","idStr":"3582019941610182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 怎么样?我昨天说的对吧?哈哈哈 还能涨一年呢","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 怎么样?我昨天说的对吧?哈哈哈 还能涨一年呢","text":"$美光科技(MU)$ 怎么样?我昨天说的对吧?哈哈哈 还能涨一年呢","images":[{"img":"https://static.tigerbbs.com/1951cd7008c4679d62c92419d2988631","width":"1080","height":"2640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/549003050484984","isVote":1,"tweetType":1,"viewCount":9596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":459633270767784,"gmtCreate":1753252300636,"gmtModify":1753252302853,"author":{"id":"3582019941610182","authorId":"3582019941610182","name":"曾超瀚","avatar":"https://static.tigerbbs.com/ebef4ef07680ac0a8a8a28d7d1dbefad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582019941610182","idStr":"3582019941610182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a><v-v data-views=\"0\"></v-v> 都是散户接盘,要暴跌了 机构都逃了。。。接下去就是腰斩","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a><v-v data-views=\"0\"></v-v> 都是散户接盘,要暴跌了 机构都逃了。。。接下去就是腰斩","text":"$泡泡玛特(09992)$ 都是散户接盘,要暴跌了 机构都逃了。。。接下去就是腰斩","images":[{"img":"https://static.tigerbbs.com/30bb5d5dc093256f10a1307578a9797e","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/459633270767784","isVote":1,"tweetType":1,"viewCount":4165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465997308794072","authorId":"3465997308794072","name":"利灯陶瓷LED灯珠20年","avatar":"https://static.tigerbbs.com/696e2899d94d1c299ed0d9f6d05cd8f8","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3465997308794072","idStr":"3465997308794072"},"content":"看看那个蓝色高跟鞋,只能说谁也叫不醒一个装睡的人。","text":"看看那个蓝色高跟鞋,只能说谁也叫不醒一个装睡的人。","html":"看看那个蓝色高跟鞋,只能说谁也叫不醒一个装睡的人。"},{"author":{"id":"4090494275942120","authorId":"4090494275942120","name":"蓝色高跟鞋","avatar":"https://static.tigerbbs.com/3328af141c509b0533196727d2b01a77","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4090494275942120","idStr":"4090494275942120"},"content":"交换筹码而已,获利盘出,看好新进者进","text":"交换筹码而已,获利盘出,看好新进者进","html":"交换筹码而已,获利盘出,看好新进者进"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":548631138113096,"gmtCreate":1774966638994,"gmtModify":1774967816450,"author":{"id":"3582019941610182","authorId":"3582019941610182","name":"曾超瀚","avatar":"https://static.tigerbbs.com/ebef4ef07680ac0a8a8a28d7d1dbefad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582019941610182","idStr":"3582019941610182"},"themes":[],"title":"","htmlText":"现在是内存行情的中前期,机构故意打压股价,抢散户筹码。越跌越买~~","listText":"现在是内存行情的中前期,机构故意打压股价,抢散户筹码。越跌越买~~","text":"现在是内存行情的中前期,机构故意打压股价,抢散户筹码。越跌越买~~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548631138113096","repostId":"2623586193","repostType":2,"repost":{"id":"2623586193","kind":"news","pubTimestamp":1774957320,"share":"https://www.laohu8.com/m/news/2623586193?lang=zh_CN&edition=full","pubTime":"2026-03-31 19:42","market":"us","language":"zh","title":"存储芯片概念股大跌!花旗宣布:下调!芯片突传利空","url":"https://stock-news.laohu8.com/highlight/detail?id=2623586193","media":"券商中国","summary":"全球“最火赛道”突然降温。3月31日,美股盘前,存储芯片概念股继续走弱,美光科技一度跌近2%,闪迪一度跌超2%,前一交易日,美光科技、闪迪跌幅分别超9%、7%。消息面上,花旗集团将美光科技目标价从510美元下调至425美元。此外,今日日韩存储芯片板块全线大跌,SK海力士大跌超7%,三星电子跌超5%。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.MU&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.SNDK&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 全球“最火赛道”突然降温。</p><p> 3月31日,美股盘前,<span>存储芯片</span><span></span>概念股继续走弱,<span><a href=\"https://laohu8.com/S/MU\">美光科技</a></span><span></span>一度跌近2%,<span><a href=\"https://laohu8.com/S/SNDK\">闪迪</a></span><span></span>一度跌超2%,前一交易日,<span href=\"http://quote.eastmoney.com/unify/r/105.MU\" target=\"_blank\" web=\"1\">美光科技</span>、<span href=\"http://quote.eastmoney.com/unify/r/105.SNDK\" target=\"_blank\" web=\"1\">闪迪</span>跌幅分别超9%、7%。消息面上,<span>花旗集团</span><span></span>将<span href=\"http://quote.eastmoney.com/unify/r/105.MU\" target=\"_blank\" web=\"1\">美光科技</span>目标价从510美元下调至425美元。此外,今日日韩<span href=\"http://quote.eastmoney.com/unify/r/90.BK1137\" target=\"_blank\" web=\"1\">存储芯片</span>板块全线大跌,SK海力士大跌超7%,三星<span>电子</span><span></span>跌超5%。</p><p> 据花旗报告,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>新技术TurboQuant冲击导致内存价格跳水,主流DDR5 16GB现货价格近期下跌6%。<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>也表示,AI算力需求持续释放,但客户对DRAM(动态随机存取存储器)高价的承受力已构成实质性约束,相关厂商面临估值下修压力。</p><p> <strong>花旗宣布:下调</strong></p><p> 3月31日,花旗分析师Atif Malik发布报告称,将美光目标价从510美元下调至425美元,降幅达17%。</p><p> 报告显示,主流DDR5 16GB DRAM现货价格近期下跌约6%,此轮回落主要归因于市场对<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>TurboQuant技术的顾虑。该技术被认为可能压缩AI推理对内存的消耗,叠加前期囤货资金集中抛售,引发市场对存储需求前景的担忧。</p><p> 这是本轮<span href=\"http://quote.eastmoney.com/unify/r/90.BK1137\" target=\"_blank\" web=\"1\">存储芯片</span>价格大涨以来首次出现明显回档,市场氛围正从先前的“全面缺货”迅速转向观望。</p><p> 受此影响,今日亚洲交易时段,日韩存储芯片股全线大跌,截至收盘,SK海力士大跌7.56%,三星<span href=\"http://quote.eastmoney.com/unify/r/90.BK1201\" target=\"_blank\" web=\"1\">电子</span>大跌5.16%,铠侠大跌4.7%。美东时间30日,美股存储芯片概念股亦集体重挫,美光科技大跌近10%,<span><a href=\"https://laohu8.com/S/WDC\">西部数据</a></span><span></span>大跌超8%,<span href=\"http://quote.eastmoney.com/unify/r/105.SNDK\" target=\"_blank\" web=\"1\">闪迪</span>大跌超7%,<span><a href=\"https://laohu8.com/S/STX\">希捷科技</a></span><span></span>大跌超4%。</p><p> 今日美股盘前,美光科技股价继续走弱,跌幅一度接近2%,闪迪一度大跌超2%。</p><p> 花旗分析师将对美光科技的估值基准从6倍下调至5倍周期底部市盈率,并以2027年预期峰值每股收益为基础,得出425美元的新目标价,与DRAM历轮上行周期中5至6倍的历史估值底部区间相符。</p><p> 值得注意的是,花旗维持对美光科技的全部财务预测不变:2026财年核心每股收益预测为58.46美元,2027财年为94.55美元。当前股价对应2026年预期市盈率约5.5倍、2027年约3.4倍,处于历史相对低位。</p><p> 报告指出,尽管现货市场承压,但合同价格面临的下行风险相对可控。美光科技及其存储同业正就三至五年战略性长期协议与超大规模<span>云计算</span><span></span>厂商展开谈判,条款涵盖基础采购量锁定、预付款机制设置及按市场条件动态调整季度价格等安排。</p><p> 上述长期协议框架有望为合同价格构建结构性支撑。美光约79%的收入来自DRAM业务,合同价格走势对其盈利可见度至关重要。</p><p> 花旗在报告中写道,谷歌TurboQuant对存储需求的影响与此前DeepSeek事件相似:从表面看,效率提升技术会降低单次AI推理的算力与内存成本,但更低的使用成本将进一步释放应用量,最终推升整体算力与内存的总需求。</p><p> <strong>估值下修的压力</strong></p><p> <span href=\"http://quote.eastmoney.com/unify/r/106.MS\" target=\"_blank\" web=\"1\">摩根士丹利</span>也在最新发布的报告中指出,伴随KV缓存(KV cache)压缩技术、服务器系统优化及长期协议(LTA)谈判推进,传统内存行业正面临不可避免的估值下修压力。</p><p> <span href=\"http://quote.eastmoney.com/unify/r/106.MS\" target=\"_blank\" web=\"1\">摩根士丹利</span>表示,虽然市场对<span>AI芯片</span><span></span>的热情尚未消退,但客户对DRAM高价的承受力已构成实质性约束。</p><p> 基于上述逻辑,摩根士丹利普遍下调了与DRAM相关的传统内存厂商目标价。报告指出,估值倍数的下修是主要调整方向,这意味着即便短期价格未现大幅回落,相关标的的估值中枢也已出现系统性下移。</p><p> 针对现货价格大跌,<span><a href=\"https://laohu8.com/S/GS\">高盛</a></span><span></span>在报告中指出,现货价格的回调具有必然性。此前现货价格相对合约价格的溢价已处于显著高位,DDR5和DDR4现货价格分别较2月合约价溢价25%和111%。这种极端溢价令买方倾向于观望,即便目前经历较大幅度回调,现货价格仍远高于合约价及历史绝对价格水平。</p><p> 韩国券商Daishin Securities也指出,企业级合约市场并未受此波及,主要云服务提供商对服务器内存的需求依旧迫切,供需基本面并未发生实质性逆转。现货市场主要由PC和<span>消费电子</span><span></span>产品组成,其占总市场交易的份额最多仅为个位数百分比。</p><p><img src=\"https://np-newspic.dfcfw.com/download/D24832930842412850501_w690h389.jpg\"/></p><p>(文章来源:券商中国)</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储芯片概念股大跌!花旗宣布:下调!芯片突传利空</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存储芯片概念股大跌!花旗宣布:下调!芯片突传利空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-31 19:42 北京时间 <a href=http://finance.eastmoney.com/a/202603313690630221.html><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球“最火赛道”突然降温。 3月31日,美股盘前,存储芯片概念股继续走弱,美光科技一度跌近2%,闪迪一度跌超2%,前一交易日,美光科技、闪迪跌幅分别超9%、7%。消息面上,花旗集团将美光科技目标价从510美元下调至425美元。此外,今日日韩存储芯片板块全线大跌,SK海力士大跌超7%,三星电子跌超5%。 据花旗报告,谷歌新技术TurboQuant冲击导致内存价格跳水,主流DDR5 16GB现货...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603313690630221.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4566":"资本集团","MU":"美光科技","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4535":"淡马锡持仓","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","BK4559":"巴菲特持仓","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","BK4588":"碎股","LU2360032135.SGD":"ALLSPRING 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3月31日,花旗分析师Atif Malik发布报告称,将美光目标价从510美元下调至425美元,降幅达17%。 报告显示,主流DDR5 16GB DRAM现货价格近期下跌约6%,此轮回落主要归因于市场对谷歌TurboQuant技术的顾虑。该技术被认为可能压缩AI推理对内存的消耗,叠加前期囤货资金集中抛售,引发市场对存储需求前景的担忧。 这是本轮存储芯片价格大涨以来首次出现明显回档,市场氛围正从先前的“全面缺货”迅速转向观望。 受此影响,今日亚洲交易时段,日韩存储芯片股全线大跌,截至收盘,SK海力士大跌7.56%,三星电子大跌5.16%,铠侠大跌4.7%。美东时间30日,美股存储芯片概念股亦集体重挫,美光科技大跌近10%,西部数据大跌超8%,闪迪大跌超7%,希捷科技大跌超4%。 今日美股盘前,美光科技股价继续走弱,跌幅一度接近2%,闪迪一度大跌超2%。 花旗分析师将对美光科技的估值基准从6倍下调至5倍周期底部市盈率,并以2027年预期峰值每股收益为基础,得出425美元的新目标价,与DRAM历轮上行周期中5至6倍的历史估值底部区间相符。 值得注意的是,花旗维持对美光科技的全部财务预测不变:2026财年核心每股收益预测为58.46美元,2027财年为94.55美元。当前股价对应2026年预期市盈率约5.5倍、2027年约3.4倍,处于历史相对低位。 报告指出,尽管现货市场承压,但合同价格面临的下行风险相对可控。美光科技及其存储同业正就三至五年战略性长期协议与超大规模云计算厂商展开谈判,条款涵盖基础采购量锁定、预付款机制设置及按市场条件动态调整季度价格等安排。 上述长期协议框架有望为合同价格构建结构性支撑。美光约79%的收入来自DRAM业务,合同价格走势对其盈利可见度至关重要。 花旗在报告中写道,谷歌TurboQuant对存储需求的影响与此前DeepSeek事件相似:从表面看,效率提升技术会降低单次AI推理的算力与内存成本,但更低的使用成本将进一步释放应用量,最终推升整体算力与内存的总需求。 估值下修的压力 摩根士丹利也在最新发布的报告中指出,伴随KV缓存(KV cache)压缩技术、服务器系统优化及长期协议(LTA)谈判推进,传统内存行业正面临不可避免的估值下修压力。 摩根士丹利表示,虽然市场对AI芯片的热情尚未消退,但客户对DRAM高价的承受力已构成实质性约束。 基于上述逻辑,摩根士丹利普遍下调了与DRAM相关的传统内存厂商目标价。报告指出,估值倍数的下修是主要调整方向,这意味着即便短期价格未现大幅回落,相关标的的估值中枢也已出现系统性下移。 针对现货价格大跌,高盛在报告中指出,现货价格的回调具有必然性。此前现货价格相对合约价格的溢价已处于显著高位,DDR5和DDR4现货价格分别较2月合约价溢价25%和111%。这种极端溢价令买方倾向于观望,即便目前经历较大幅度回调,现货价格仍远高于合约价及历史绝对价格水平。 韩国券商Daishin Securities也指出,企业级合约市场并未受此波及,主要云服务提供商对服务器内存的需求依旧迫切,供需基本面并未发生实质性逆转。现货市场主要由PC和消费电子产品组成,其占总市场交易的份额最多仅为个位数百分比。(文章来源:券商中国)","news_type":1,"symbols_score_info":{"MU":1.96,"C":1.88}},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403222635049304,"gmtCreate":1739461132187,"gmtModify":1739461133764,"author":{"id":"3582019941610182","authorId":"3582019941610182","name":"曾超瀚","avatar":"https://static.tigerbbs.com/ebef4ef07680ac0a8a8a28d7d1dbefad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582019941610182","idStr":"3582019941610182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v 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