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0勋章

03-12 12:38

继续忽悠散户?做个人吧！

中东战火压不垮牛市叙事！恐慌寻底渐近尾声，市场憧憬美股反攻

03-12 17:08

$小那斯达主连 2603(NQmain)$ 垃圾玩意，天天震荡。

03-12 00:12

这个畜生害得多少人爆仓亏钱。

特朗普称对伊朗军事行动“即将结束”

03-05

随着科学技术的发展电子行业的更新换代频率更快更高，硬件和软件相比，软件更新速度更高，因此硬件和软件的护城河更高，个人认为长期投资的话，硬件逻辑比软件更硬，投资首选硬件。

03-03

对，而且现在k线看起来横盘这么久，还是有点担心的。

03-09

吹牛b

黄仁勋喊话DRAM厂尽管扩产：有多少就买多少

2025-08-04

2025-07-31

Replying to @酒吧里喝饮料的boy11:对一路狂跌你吃不消//@酒吧里喝饮料的boy11:它跌的你抗不住，你肯定要卖

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22:28","market":"fut","language":"zh","title":"中东战火压不垮牛市叙事！恐慌寻底渐近尾声，市场憧憬美股反攻","url":"https://stock-news.laohu8.com/highlight/detail?id=2618285639","media":"智通财经","summary":"标普500指数周二下跌0.2%，进一步跌破其50日和100日移动均线。投资者们正在密切关注的下一个里程碑是标准普尔500指数的200天移动平均线，该线徘徊在6591附近，这一水平意味着相较周二的标普500指数盘中高点下跌约5%。对他而言，这种市场格局可能将创造短期的逢低买入重大机遇。“这将表明趋势正在逐步发生深层次变化，”沃尔德表示，并指出这一指标点位值得关注。标普500指数周二未能收于这一水平之上，收盘报6,781.48点。","content":"<html><head></head><body><p>智通财经APP获悉，随着中东战火持续并且暂未出现缓和迹象，华尔街交易员们正仔细研究技术面的走势图，以判断美股市场的基准股指——<a href=\"https://laohu8.com/S/161125\">标普500</a>指数还会再跌多深;技术分析师们纷纷指出，在当前股票市场剧烈波动率背景之下，市场看空动能已出现早期迹象。标普500指数周二下跌0.2%，进一步跌破其50日和100日移动均线。跌穿这两项关键指标体现出明显的看空情绪：50日移动均线更多反映短期趋势，而100日移动均线则被视为更偏中期的趋势指标。</p><p>投资者们正在密切关注的下一个里程碑是标准普尔500指数的200天移动平均线，该线徘徊在6591附近，这一水平意味着相较周二的标普500指数盘中高点下跌约5%。</p><p>与此同时，华尔街顶级策略师——来自<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席股票策略师迈克·威尔逊(Michael Wilson)最新观点显示，他认为当前中东地缘政治局势恶化对美股造成的冲击，和一年前特朗普主导的“解放日”对等关税冲击类似，仅仅是给美股带来短期回调以及中期层面震荡，表示未来一个月的美股市场可能仍将趋于震荡下行，但是他强调在六个月后，行情将更加明朗，美股牛市情绪可能全面回归。</p><p><strong>美以与伊朗持续热战，华尔街技术流派竭力寻找市场底部</strong></p><p>来自Aptus Capital Advisors的股票业务主管兼投资组合经理戴维·瓦格纳在谈到市场格局时表示：“这往往就像是投资者们看到的‘发动机故障灯’。”“这表明当前动能弱于历史平均水平，叙事正从牛市情绪转向谨慎。”</p><p>虽然估值等基本面因素能够很好地指引股市的长期乐观牛市前景，但在市场承压时期，技术面图表的需求往往会变得更强劲。随着近期剧烈波动率笼罩华尔街，股市几乎对每一条地缘政治消息都作出应激反应，技术面分析流派或许能够为那些寻找关键支撑点或者重大拐点的交易员提供一张相对清晰的路线图。</p><p>在华尔街技术派人士看来，投资者们接下来需要关注的下一个关键里程碑，是标普500指数的200日移动均线。该均线目前徘徊在6,591点附近，这一水平较周二盘中高点大约低5%，并将意味着该指数跌至自11月低点以来的最低点位水平。</p><p>技术图表观察人士们往往利用200日移动均线来判断股票长期趋势究竟是向上还是向下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cc5eae5745e60c623e5bff343191287\" tg-width=\"913\" tg-height=\"525\"/></p><p>在华尔街投资巨头奥本海默(Oppenheimer &amp; Co)的技术分析主管阿里·<a 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Co.的首席市场策略师马特·马利看来，标普500指数的100日移动均线——自2025年5月以来一直充当着关键支撑位——如今已转变为其关键的阻力位。标普500指数周二未能收于这一水平之上，收盘报6,781.48点。</p><p>在马利看来，6,550点至6,600点区间代表着一个非常关键的市场区域。马利表示，若跌破这一区间，将为市场观察人士们带来一个关键的“更低低点”，并发出趋势发生关键变化的信号。</p><p><strong>大摩坚持美股牛市立场：经历回调之后继续演绎牛市行情</strong></p><p>摩根士丹利首席股票市场策略师威尔逊表示，“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。威尔逊的核心看涨观点基于中期偏多，短线仍可能继续调整，而不是短线无脑看涨。</p><p>从纯粹的短线博弈角度来看，市场仍处在由伊朗战火触发、由技术面放大的“寻底阶段”;中线来看，大摩更倾向于把它定义为一轮已经持续数月的“滚动式修正”，而非牛市终结。</p><p>标普500指数已跌破50日与100日均线，技术派开始把200日均线视为下一道关键防线;但是来自大摩的威尔逊则在研究报告中强调，这轮修正其实并非始于今年2月，而是始于去年秋季流动性收紧，只是新一轮中东战争把原本潜伏的压力显性化、指数化了。</p><p>威尔逊表示，近期爆发的伊朗战争更像是“市场情绪放大器”，不是“病因本身”。在战火升级之前，市场其实已经在消化“AI颠覆一切”恐慌论调所主导的劳动力替代焦虑、私募信贷违约风险等重大市场问题;战争与油价飙升只是把原本集中在高估值、高拥挤度板块里的压力，扩散到更广泛的指数层面。</p><p>威尔逊的最新研判非常关键：一轮真正的股市修正，往往要等到“最好的股票”和“最高质量的指数”也开始补跌才会接近尾声，因此他认为短期内还不能急着抄底，市场可能还要再挣扎一个月，并预计标普500指数到4月初仍可能下探至6300点附近。换句话说，在威尔逊看来，当前市场更接近战术性去风险的后半程，而不是一轮干净利落的V形反转起点。</p><p>基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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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中东战火压不垮牛市叙事！恐慌寻底渐近尾声，市场憧憬美股反攻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-11 22:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1412799.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，随着中东战火持续并且暂未出现缓和迹象，华尔街交易员们正仔细研究技术面的走势图，以判断美股市场的基准股指——标普500指数还会再跌多深;技术分析师们纷纷指出，在当前股票市场剧烈波动率背景之下，市场看空动能已出现早期迹象。标普500指数周二下跌0.2%，进一步跌破其50日和100日移动均线。跌穿这两项关键指标体现出明显的看空情绪：50日移动均线更多反映短期趋势，而100日移动均线则...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1412799.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1412799.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2618285639","content_text":"智通财经APP获悉，随着中东战火持续并且暂未出现缓和迹象，华尔街交易员们正仔细研究技术面的走势图，以判断美股市场的基准股指——标普500指数还会再跌多深;技术分析师们纷纷指出，在当前股票市场剧烈波动率背景之下，市场看空动能已出现早期迹象。标普500指数周二下跌0.2%，进一步跌破其50日和100日移动均线。跌穿这两项关键指标体现出明显的看空情绪：50日移动均线更多反映短期趋势，而100日移动均线则被视为更偏中期的趋势指标。投资者们正在密切关注的下一个里程碑是标准普尔500指数的200天移动平均线，该线徘徊在6591附近，这一水平意味着相较周二的标普500指数盘中高点下跌约5%。与此同时，华尔街顶级策略师——来自摩根士丹利的首席股票策略师迈克·威尔逊(Michael Wilson)最新观点显示，他认为当前中东地缘政治局势恶化对美股造成的冲击，和一年前特朗普主导的“解放日”对等关税冲击类似，仅仅是给美股带来短期回调以及中期层面震荡，表示未来一个月的美股市场可能仍将趋于震荡下行，但是他强调在六个月后，行情将更加明朗，美股牛市情绪可能全面回归。美以与伊朗持续热战，华尔街技术流派竭力寻找市场底部来自Aptus Capital Advisors的股票业务主管兼投资组合经理戴维·瓦格纳在谈到市场格局时表示：“这往往就像是投资者们看到的‘发动机故障灯’。”“这表明当前动能弱于历史平均水平，叙事正从牛市情绪转向谨慎。”虽然估值等基本面因素能够很好地指引股市的长期乐观牛市前景，但在市场承压时期，技术面图表的需求往往会变得更强劲。随着近期剧烈波动率笼罩华尔街，股市几乎对每一条地缘政治消息都作出应激反应，技术面分析流派或许能够为那些寻找关键支撑点或者重大拐点的交易员提供一张相对清晰的路线图。在华尔街技术派人士看来，投资者们接下来需要关注的下一个关键里程碑，是标普500指数的200日移动均线。该均线目前徘徊在6,591点附近，这一水平较周二盘中高点大约低5%，并将意味着该指数跌至自11月低点以来的最低点位水平。技术图表观察人士们往往利用200日移动均线来判断股票长期趋势究竟是向上还是向下。在华尔街投资巨头奥本海默(Oppenheimer & Co)的技术分析主管阿里·沃尔德看来，在200日支撑线仍保持完好的情况下，标普500指数跌破50日移动均线，表明该指数正在长期上升趋势中经历一次短期回调。对他而言，这种市场格局可能将创造短期的逢低买入重大机遇。但沃尔德表示：“如果跌破200日移动均线，那将是自去年5月以来首次跌穿200日均线。”“这将表明趋势正在逐步发生深层次变化，”沃尔德表示，并指出这一指标点位值得关注。尽管标普500指数目前距离1月创下的创纪录历史高位仍在3%以内，但表面之下，股市交易已颇为颠簸;在美国与以色列对于伊朗的军事轰炸开始之前，美国股票市场年内原本一直处于横盘震荡状态，全球股票市场也基本处于这种震荡局势。本周早些时候，芝加哥期权交易所波动率指数(即VIX恐慌指数)一度跃升至35以上，创下自2025年春季美国总统唐纳德·特朗普对等关税风波以来的最高水平。在Miller Tabak + Co.的首席市场策略师马特·马利看来，标普500指数的100日移动均线——自2025年5月以来一直充当着关键支撑位——如今已转变为其关键的阻力位。标普500指数周二未能收于这一水平之上，收盘报6,781.48点。在马利看来，6,550点至6,600点区间代表着一个非常关键的市场区域。马利表示，若跌破这一区间，将为市场观察人士们带来一个关键的“更低低点”，并发出趋势发生关键变化的信号。大摩坚持美股牛市立场：经历回调之后继续演绎牛市行情摩根士丹利首席股票市场策略师威尔逊表示，“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。威尔逊的核心看涨观点基于中期偏多，短线仍可能继续调整，而不是短线无脑看涨。从纯粹的短线博弈角度来看，市场仍处在由伊朗战火触发、由技术面放大的“寻底阶段”;中线来看，大摩更倾向于把它定义为一轮已经持续数月的“滚动式修正”，而非牛市终结。标普500指数已跌破50日与100日均线，技术派开始把200日均线视为下一道关键防线;但是来自大摩的威尔逊则在研究报告中强调，这轮修正其实并非始于今年2月，而是始于去年秋季流动性收紧，只是新一轮中东战争把原本潜伏的压力显性化、指数化了。威尔逊表示，近期爆发的伊朗战争更像是“市场情绪放大器”，不是“病因本身”。在战火升级之前，市场其实已经在消化“AI颠覆一切”恐慌论调所主导的劳动力替代焦虑、私募信贷违约风险等重大市场问题;战争与油价飙升只是把原本集中在高估值、高拥挤度板块里的压力，扩散到更广泛的指数层面。威尔逊的最新研判非常关键：一轮真正的股市修正，往往要等到“最好的股票”和“最高质量的指数”也开始补跌才会接近尾声，因此他认为短期内还不能急着抄底，市场可能还要再挣扎一个月，并预计标普500指数到4月初仍可能下探至6300点附近。换句话说，在威尔逊看来，当前市场更接近战术性去风险的后半程，而不是一轮干净利落的V形反转起点。基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。","news_type":1,"symbols_score_info":{".DJI":2,"MNQ2603":2,"ESmain":2,"MNQmain":2,"NDX":2,"NQmain":2,"YMmain":2,".SPX":2,"MNQ2612":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541698931155704,"gmtCreate":1773245550016,"gmtModify":1773246437924,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210522535662642","authorIdStr":"4210522535662642"},"themes":[],"title":"","htmlText":"这个畜生害得多少人爆仓亏钱。","listText":"这个畜生害得多少人爆仓亏钱。","text":"这个畜生害得多少人爆仓亏钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541698931155704","repostId":"1188112766","repostType":2,"repost":{"id":"1188112766","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":1773238360,"share":"https://www.laohu8.com/m/news/1188112766?lang=zh_CN&edition=full","pubTime":"2026-03-11 22:12","market":"us","language":"zh","title":"特朗普称对伊朗军事行动“即将结束”","url":"https://stock-news.laohu8.com/highlight/detail?id=1188112766","media":"老虎资讯综合","summary":"据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）","content":"<html><head></head><body><p><strong>据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）</strong></p><p>据Axios网站今日报道，美国总统特朗普周三在接受简短电话采访时表示，与伊朗的战争将“很快”结束，因为“几乎已经没有什么目标可以打击”。在持续约五分钟的通话中，特朗普说：“剩下一点点零星目标……只要我想结束，战争随时都可以结束。”</p><p>尽管特朗普公开表示军事行动已基本实现目标，但美国和以色列官员称，目前内部尚未下达任何有关何时停止战斗的指令。</p><p>以色列国防部长卡茨周三表示，这场战争将“没有时间限制地持续下去，只要有必要，直到实现所有目标并彻底赢得这场战役”。以色列和美国官员表示，他们正准备在伊朗继续实施至少两周的打击行动。特朗普向Axios证实，美国周二的打击摧毁了16艘布雷船，并挫败了伊朗的相关计划。</p><p>特朗普还表示，伊朗的敌对行动不仅针对以色列和美国，也针对整个海湾地区的国家。</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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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特朗普称对伊朗军事行动“即将结束”\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\">2026-03-11 22:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）</strong></p><p>据Axios网站今日报道，美国总统特朗普周三在接受简短电话采访时表示，与伊朗的战争将“很快”结束，因为“几乎已经没有什么目标可以打击”。在持续约五分钟的通话中，特朗普说：“剩下一点点零星目标……只要我想结束，战争随时都可以结束。”</p><p>尽管特朗普公开表示军事行动已基本实现目标，但美国和以色列官员称，目前内部尚未下达任何有关何时停止战斗的指令。</p><p>以色列国防部长卡茨周三表示，这场战争将“没有时间限制地持续下去，只要有必要，直到实现所有目标并彻底赢得这场战役”。以色列和美国官员表示，他们正准备在伊朗继续实施至少两周的打击行动。特朗普向Axios证实，美国周二的打击摧毁了16艘布雷船，并挫败了伊朗的相关计划。</p><p>特朗普还表示，伊朗的敌对行动不仅针对以色列和美国，也针对整个海湾地区的国家。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/06deb7c4af4f24dd4a4eb9a7a42fab33","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188112766","content_text":"据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）据Axios网站今日报道，美国总统特朗普周三在接受简短电话采访时表示，与伊朗的战争将“很快”结束，因为“几乎已经没有什么目标可以打击”。在持续约五分钟的通话中，特朗普说：“剩下一点点零星目标……只要我想结束，战争随时都可以结束。”尽管特朗普公开表示军事行动已基本实现目标，但美国和以色列官员称，目前内部尚未下达任何有关何时停止战斗的指令。以色列国防部长卡茨周三表示，这场战争将“没有时间限制地持续下去，只要有必要，直到实现所有目标并彻底赢得这场战役”。以色列和美国官员表示，他们正准备在伊朗继续实施至少两周的打击行动。特朗普向Axios证实，美国周二的打击摧毁了16艘布雷船，并挫败了伊朗的相关计划。特朗普还表示，伊朗的敌对行动不仅针对以色列和美国，也针对整个海湾地区的国家。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540775080969080,"gmtCreate":1773043231733,"gmtModify":1773043346552,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210522535662642","authorIdStr":"4210522535662642"},"themes":[],"title":"","htmlText":"吹牛b","listText":"吹牛b","text":"吹牛b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540775080969080","repostId":"2618064832","repostType":2,"repost":{"id":"2618064832","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":1773041831,"share":"https://www.laohu8.com/m/news/2618064832?lang=zh_CN&edition=full","pubTime":"2026-03-09 15:37","market":"sg","language":"zh","title":"黄仁勋喊话DRAM厂尽管扩产：有多少就买多少","url":"https://stock-news.laohu8.com/highlight/detail?id=2618064832","media":"华尔街见闻","summary":"黄仁勋在摩根士丹利科技大会放话：DRAM厂商产能扩多少，英伟达就用掉多少。随着英伟达新一代Vera Rubin平台采用更复杂的HBM4规格，存储资源耗损倍增，三大DRAM厂扩产仍难填其缺口。","content":"<html><head></head><body><blockquote><p>黄仁勋在摩根士丹利科技大会放话：DRAM厂商产能扩多少，英伟达就用掉多少。随着英伟达新一代Vera Rubin平台采用更复杂的HBM4规格，存储资源耗损倍增，三大DRAM厂扩产仍难填其缺口。</p></blockquote><p style=\"text-align: left;\">英伟达首席执行官黄仁勋向全球存储芯片厂商发出强烈信号：<strong>尽管扩产，英伟达照单全收。</strong></p><p style=\"text-align: left;\">周一，黄仁勋在摩根士丹利科技大会上表示，芯片供给短缺对英伟达而言是&#34;极好的消息&#34;，因为资源受限会促使客户更倾向于直接选择性能最强的解决方案。他更直接向DRAM厂商喊话：&#34;产能扩多少，我们（英伟达）就会用掉多少。&#34;</p><p style=\"text-align: left;\">这一表态被业界视为对DRAM产业景气的强力背书，也预示着AI算力军备竞赛对存储资源的需求将持续攀升。</p><p style=\"text-align: left;\">业界认为，黄仁勋此番表态的背后，<strong>是英伟达即将推出的新一代Vera Rubin平台对存储资源的庞大需求。</strong>随着英伟达全力冲刺新平台，鸿海、广达、纬创等代工伙伴的接单前景也同步看好。</p><h2 id=\"id_1133537553\" style=\"text-align: left;\">供给受限反成优势，英伟达全力扫货</h2><p style=\"text-align: left;\">黄仁勋在会上阐述了其对资源短缺的独特逻辑：<strong>在数据中心土地、电力、建筑等各类资源均受限的环境下，客户在采购决策上会更加审慎，并更倾向于一步到位选择最强方案。</strong>这一趋势对于存储器尤为明显。</p><p style=\"text-align: left;\">他的表态意味着，即便DRAM价格因供给紧张而持续上涨，英伟达仍将维持强劲的采购力度，不会因成本压力而缩减备货。这为三星、SK海力士、美光等全球三大DRAM厂商提供了明确的需求能见度。</p><p style=\"text-align: left;\">英伟达对存储资源的渴求，与其新一代AI平台的技术路线密切相关。以现有的GB300为例，其支持的高带宽存储器（HBM）容量已高达288GB，较GB200的192GB大幅提升。</p><p style=\"text-align: left;\">进入Vera Rubin世代后，HBM容量虽维持288GB，但规格将从HBM3E升级至HBM4。HBM4采用16层堆叠设计，较HBM3E的12层堆叠更为复杂，产能自然耗损率也随之提高，单位产出消耗的存储资源将更为庞大，预计将进一步加剧DRAM供给短缺的局面。</p><h2 id=\"id_4171411901\" style=\"text-align: left;\">三大DRAM厂扩产，消费端缺口短期难解</h2><p style=\"text-align: left;\">尽管三星、SK海力士及美光均已启动扩产计划，但业界指出，三大厂商当前扩增的产能主要集中于HBM及企业级DRAM，消费性DRAM的供给短缺问题至少在未来一年内仍难以缓解。</p><p style=\"text-align: left;\"><strong>与此同时，HBM以及数据中心用LPDDR4、LPDDR5和新一代DDR6的价格，预计将持续走高。供需结构的持续偏紧，为存储芯片厂商的盈利前景提供了支撑。</strong></p><p style=\"text-align: left;\">机构看好，英伟达持续扩大存储备货、冲刺新世代AI平台商机，将带动其供应链伙伴的订单动能持续升温。鸿海、广达、纬创等主要代工厂作为英伟达AI服务器的核心组装伙伴，有望在这一轮需求扩张中同步受益。</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>黄仁勋喊话DRAM厂尽管扩产：有多少就买多少</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄仁勋喊话DRAM厂尽管扩产：有多少就买多少\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-09 15:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3767023><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋在摩根士丹利科技大会放话：DRAM厂商产能扩多少，英伟达就用掉多少。随着英伟达新一代Vera Rubin平台采用更复杂的HBM4规格，存储资源耗损倍增，三大DRAM厂扩产仍难填其缺口。英伟达首席执行官黄仁勋向全球存储芯片厂商发出强烈信号：尽管扩产，英伟达照单全收。周一，黄仁勋在摩根士丹利科技大会上表示，芯片供给短缺对英伟达而言是\"极好的消息\"，因为资源受限会促使客户更倾向于直接选择性能最强的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3767023\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION 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Rubin平台对存储资源的庞大需求。随着英伟达全力冲刺新平台，鸿海、广达、纬创等代工伙伴的接单前景也同步看好。供给受限反成优势，英伟达全力扫货黄仁勋在会上阐述了其对资源短缺的独特逻辑：在数据中心土地、电力、建筑等各类资源均受限的环境下，客户在采购决策上会更加审慎，并更倾向于一步到位选择最强方案。这一趋势对于存储器尤为明显。他的表态意味着，即便DRAM价格因供给紧张而持续上涨，英伟达仍将维持强劲的采购力度，不会因成本压力而缩减备货。这为三星、SK海力士、美光等全球三大DRAM厂商提供了明确的需求能见度。英伟达对存储资源的渴求，与其新一代AI平台的技术路线密切相关。以现有的GB300为例，其支持的高带宽存储器（HBM）容量已高达288GB，较GB200的192GB大幅提升。进入Vera Rubin世代后，HBM容量虽维持288GB，但规格将从HBM3E升级至HBM4。HBM4采用16层堆叠设计，较HBM3E的12层堆叠更为复杂，产能自然耗损率也随之提高，单位产出消耗的存储资源将更为庞大，预计将进一步加剧DRAM供给短缺的局面。三大DRAM厂扩产，消费端缺口短期难解尽管三星、SK海力士及美光均已启动扩产计划，但业界指出，三大厂商当前扩增的产能主要集中于HBM及企业级DRAM，消费性DRAM的供给短缺问题至少在未来一年内仍难以缓解。与此同时，HBM以及数据中心用LPDDR4、LPDDR5和新一代DDR6的价格，预计将持续走高。供需结构的持续偏紧，为存储芯片厂商的盈利前景提供了支撑。机构看好，英伟达持续扩大存储备货、冲刺新世代AI平台商机，将带动其供应链伙伴的订单动能持续升温。鸿海、广达、纬创等主要代工厂作为英伟达AI服务器的核心组装伙伴，有望在这一轮需求扩张中同步受益。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539113082406344,"gmtCreate":1772640298750,"gmtModify":1772640386953,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210522535662642","authorIdStr":"4210522535662642"},"themes":[],"htmlText":"随着科学技术的发展电子行业的更新换代频率更快更高，硬件和软件相比，软件更新速度更高，因此硬件和软件的护城河更高，个人认为长期投资的话，硬件逻辑比软件更硬，投资首选硬件。","listText":"随着科学技术的发展电子行业的更新换代频率更快更高，硬件和软件相比，软件更新速度更高，因此硬件和软件的护城河更高，个人认为长期投资的话，硬件逻辑比软件更硬，投资首选硬件。","text":"随着科学技术的发展电子行业的更新换代频率更快更高，硬件和软件相比，软件更新速度更高，因此硬件和软件的护城河更高，个人认为长期投资的话，硬件逻辑比软件更硬，投资首选硬件。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539113082406344","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000141","authorId":"9000000000000141","name":"KennethLong","avatar":"https://static.tigerbbs.com/168415c8fa94e7b14ffb415e8098eac9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000141","authorIdStr":"9000000000000141"},"content":"硬件护城河高，稳当选择！","text":"硬件护城河高，稳当选择！","html":"硬件护城河高，稳当选择！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538499995005832,"gmtCreate":1772490611196,"gmtModify":1772490613681,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210522535662642","authorIdStr":"4210522535662642"},"themes":[],"htmlText":"对，而且现在k线看起来横盘这么久，还是有点担心的。","listText":"对，而且现在k线看起来横盘这么久，还是有点担心的。","text":"对，而且现在k线看起来横盘这么久，还是有点担心的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/538499995005832","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463928729690128,"gmtCreate":1754257303659,"gmtModify":1754266417379,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210522535662642","authorIdStr":"4210522535662642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>&nbsp;","text":"$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/bd2d628bcda472a4ac867c84b9759e4a","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463928729690128","isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":462723127783880,"gmtCreate":1753975110276,"gmtModify":1753976015934,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210522535662642","authorIdStr":"4210522535662642"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:对 一路狂跌你吃不消//<a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:它跌的你抗不住，你肯定要卖","listText":"Replying to <a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:对 一路狂跌你吃不消//<a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:它跌的你抗不住，你肯定要卖","text":"Replying to @酒吧里喝饮料的boy11:对 一路狂跌你吃不消//@酒吧里喝饮料的boy11:它跌的你抗不住，你肯定要卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462723127783880","isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":541908488028728,"gmtCreate":1773290333280,"gmtModify":1773291610440,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210522535662642","idStr":"4210522535662642"},"themes":[],"title":"","htmlText":"继续忽悠散户?做个人吧！","listText":"继续忽悠散户?做个人吧！","text":"继续忽悠散户?做个人吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541908488028728","repostId":"2618285639","repostType":2,"repost":{"id":"2618285639","kind":"news","pubTimestamp":1773239280,"share":"https://www.laohu8.com/m/news/2618285639?lang=zh_CN&edition=full","pubTime":"2026-03-11 22:28","market":"fut","language":"zh","title":"中东战火压不垮牛市叙事！恐慌寻底渐近尾声，市场憧憬美股反攻","url":"https://stock-news.laohu8.com/highlight/detail?id=2618285639","media":"智通财经","summary":"标普500指数周二下跌0.2%，进一步跌破其50日和100日移动均线。投资者们正在密切关注的下一个里程碑是标准普尔500指数的200天移动平均线，该线徘徊在6591附近，这一水平意味着相较周二的标普500指数盘中高点下跌约5%。对他而言，这种市场格局可能将创造短期的逢低买入重大机遇。“这将表明趋势正在逐步发生深层次变化，”沃尔德表示，并指出这一指标点位值得关注。标普500指数周二未能收于这一水平之上，收盘报6,781.48点。","content":"<html><head></head><body><p>智通财经APP获悉，随着中东战火持续并且暂未出现缓和迹象，华尔街交易员们正仔细研究技术面的走势图，以判断美股市场的基准股指——<a href=\"https://laohu8.com/S/161125\">标普500</a>指数还会再跌多深;技术分析师们纷纷指出，在当前股票市场剧烈波动率背景之下，市场看空动能已出现早期迹象。标普500指数周二下跌0.2%，进一步跌破其50日和100日移动均线。跌穿这两项关键指标体现出明显的看空情绪：50日移动均线更多反映短期趋势，而100日移动均线则被视为更偏中期的趋势指标。</p><p>投资者们正在密切关注的下一个里程碑是标准普尔500指数的200天移动平均线，该线徘徊在6591附近，这一水平意味着相较周二的标普500指数盘中高点下跌约5%。</p><p>与此同时，华尔街顶级策略师——来自<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席股票策略师迈克·威尔逊(Michael Wilson)最新观点显示，他认为当前中东地缘政治局势恶化对美股造成的冲击，和一年前特朗普主导的“解放日”对等关税冲击类似，仅仅是给美股带来短期回调以及中期层面震荡，表示未来一个月的美股市场可能仍将趋于震荡下行，但是他强调在六个月后，行情将更加明朗，美股牛市情绪可能全面回归。</p><p><strong>美以与伊朗持续热战，华尔街技术流派竭力寻找市场底部</strong></p><p>来自Aptus Capital Advisors的股票业务主管兼投资组合经理戴维·瓦格纳在谈到市场格局时表示：“这往往就像是投资者们看到的‘发动机故障灯’。”“这表明当前动能弱于历史平均水平，叙事正从牛市情绪转向谨慎。”</p><p>虽然估值等基本面因素能够很好地指引股市的长期乐观牛市前景，但在市场承压时期，技术面图表的需求往往会变得更强劲。随着近期剧烈波动率笼罩华尔街，股市几乎对每一条地缘政治消息都作出应激反应，技术面分析流派或许能够为那些寻找关键支撑点或者重大拐点的交易员提供一张相对清晰的路线图。</p><p>在华尔街技术派人士看来，投资者们接下来需要关注的下一个关键里程碑，是标普500指数的200日移动均线。该均线目前徘徊在6,591点附近，这一水平较周二盘中高点大约低5%，并将意味着该指数跌至自11月低点以来的最低点位水平。</p><p>技术图表观察人士们往往利用200日移动均线来判断股票长期趋势究竟是向上还是向下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cc5eae5745e60c623e5bff343191287\" tg-width=\"913\" tg-height=\"525\"/></p><p>在华尔街投资巨头奥本海默(Oppenheimer &amp; Co)的技术分析主管阿里·<a href=\"https://laohu8.com/S/688028\">沃尔德</a>看来，在200日支撑线仍保持完好的情况下，标普500指数跌破50日移动均线，表明该指数正在长期上升趋势中经历一次短期回调。对他而言，这种市场格局可能将创造短期的逢低买入重大机遇。</p><p>但沃尔德表示：“如果跌破200日移动均线，那将是自去年5月以来首次跌穿200日均线。”“这将表明趋势正在逐步发生深层次变化，”沃尔德表示，并指出这一指标点位值得关注。</p><p>尽管标普500指数目前距离1月创下的创纪录历史高位仍在3%以内，但表面之下，股市交易已颇为颠簸;在美国与以色列对于伊朗的军事轰炸开始之前，美国股票市场年内原本一直处于横盘震荡状态，全球股票市场也基本处于这种震荡局势。本周早些时候，<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>波动率指数(即VIX恐慌指数)一度跃升至35以上，创下自2025年春季美国总统唐纳德·特朗普对等关税风波以来的最高水平。</p><p>在Miller Tabak + Co.的首席市场策略师马特·马利看来，标普500指数的100日移动均线——自2025年5月以来一直充当着关键支撑位——如今已转变为其关键的阻力位。标普500指数周二未能收于这一水平之上，收盘报6,781.48点。</p><p>在马利看来，6,550点至6,600点区间代表着一个非常关键的市场区域。马利表示，若跌破这一区间，将为市场观察人士们带来一个关键的“更低低点”，并发出趋势发生关键变化的信号。</p><p><strong>大摩坚持美股牛市立场：经历回调之后继续演绎牛市行情</strong></p><p>摩根士丹利首席股票市场策略师威尔逊表示，“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。威尔逊的核心看涨观点基于中期偏多，短线仍可能继续调整，而不是短线无脑看涨。</p><p>从纯粹的短线博弈角度来看，市场仍处在由伊朗战火触发、由技术面放大的“寻底阶段”;中线来看，大摩更倾向于把它定义为一轮已经持续数月的“滚动式修正”，而非牛市终结。</p><p>标普500指数已跌破50日与100日均线，技术派开始把200日均线视为下一道关键防线;但是来自大摩的威尔逊则在研究报告中强调，这轮修正其实并非始于今年2月，而是始于去年秋季流动性收紧，只是新一轮中东战争把原本潜伏的压力显性化、指数化了。</p><p>威尔逊表示，近期爆发的伊朗战争更像是“市场情绪放大器”，不是“病因本身”。在战火升级之前，市场其实已经在消化“AI颠覆一切”恐慌论调所主导的劳动力替代焦虑、私募信贷违约风险等重大市场问题;战争与油价飙升只是把原本集中在高估值、高拥挤度板块里的压力，扩散到更广泛的指数层面。</p><p>威尔逊的最新研判非常关键：一轮真正的股市修正，往往要等到“最好的股票”和“最高质量的指数”也开始补跌才会接近尾声，因此他认为短期内还不能急着抄底，市场可能还要再挣扎一个月，并预计标普500指数到4月初仍可能下探至6300点附近。换句话说，在威尔逊看来，当前市场更接近战术性去风险的后半程，而不是一轮干净利落的V形反转起点。</p><p>基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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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中东战火压不垮牛市叙事！恐慌寻底渐近尾声，市场憧憬美股反攻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-11 22:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1412799.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，随着中东战火持续并且暂未出现缓和迹象，华尔街交易员们正仔细研究技术面的走势图，以判断美股市场的基准股指——标普500指数还会再跌多深;技术分析师们纷纷指出，在当前股票市场剧烈波动率背景之下，市场看空动能已出现早期迹象。标普500指数周二下跌0.2%，进一步跌破其50日和100日移动均线。跌穿这两项关键指标体现出明显的看空情绪：50日移动均线更多反映短期趋势，而100日移动均线则...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1412799.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1412799.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2618285639","content_text":"智通财经APP获悉，随着中东战火持续并且暂未出现缓和迹象，华尔街交易员们正仔细研究技术面的走势图，以判断美股市场的基准股指——标普500指数还会再跌多深;技术分析师们纷纷指出，在当前股票市场剧烈波动率背景之下，市场看空动能已出现早期迹象。标普500指数周二下跌0.2%，进一步跌破其50日和100日移动均线。跌穿这两项关键指标体现出明显的看空情绪：50日移动均线更多反映短期趋势，而100日移动均线则被视为更偏中期的趋势指标。投资者们正在密切关注的下一个里程碑是标准普尔500指数的200天移动平均线，该线徘徊在6591附近，这一水平意味着相较周二的标普500指数盘中高点下跌约5%。与此同时，华尔街顶级策略师——来自摩根士丹利的首席股票策略师迈克·威尔逊(Michael Wilson)最新观点显示，他认为当前中东地缘政治局势恶化对美股造成的冲击，和一年前特朗普主导的“解放日”对等关税冲击类似，仅仅是给美股带来短期回调以及中期层面震荡，表示未来一个月的美股市场可能仍将趋于震荡下行，但是他强调在六个月后，行情将更加明朗，美股牛市情绪可能全面回归。美以与伊朗持续热战，华尔街技术流派竭力寻找市场底部来自Aptus Capital Advisors的股票业务主管兼投资组合经理戴维·瓦格纳在谈到市场格局时表示：“这往往就像是投资者们看到的‘发动机故障灯’。”“这表明当前动能弱于历史平均水平，叙事正从牛市情绪转向谨慎。”虽然估值等基本面因素能够很好地指引股市的长期乐观牛市前景，但在市场承压时期，技术面图表的需求往往会变得更强劲。随着近期剧烈波动率笼罩华尔街，股市几乎对每一条地缘政治消息都作出应激反应，技术面分析流派或许能够为那些寻找关键支撑点或者重大拐点的交易员提供一张相对清晰的路线图。在华尔街技术派人士看来，投资者们接下来需要关注的下一个关键里程碑，是标普500指数的200日移动均线。该均线目前徘徊在6,591点附近，这一水平较周二盘中高点大约低5%，并将意味着该指数跌至自11月低点以来的最低点位水平。技术图表观察人士们往往利用200日移动均线来判断股票长期趋势究竟是向上还是向下。在华尔街投资巨头奥本海默(Oppenheimer & Co)的技术分析主管阿里·沃尔德看来，在200日支撑线仍保持完好的情况下，标普500指数跌破50日移动均线，表明该指数正在长期上升趋势中经历一次短期回调。对他而言，这种市场格局可能将创造短期的逢低买入重大机遇。但沃尔德表示：“如果跌破200日移动均线，那将是自去年5月以来首次跌穿200日均线。”“这将表明趋势正在逐步发生深层次变化，”沃尔德表示，并指出这一指标点位值得关注。尽管标普500指数目前距离1月创下的创纪录历史高位仍在3%以内，但表面之下，股市交易已颇为颠簸;在美国与以色列对于伊朗的军事轰炸开始之前，美国股票市场年内原本一直处于横盘震荡状态，全球股票市场也基本处于这种震荡局势。本周早些时候，芝加哥期权交易所波动率指数(即VIX恐慌指数)一度跃升至35以上，创下自2025年春季美国总统唐纳德·特朗普对等关税风波以来的最高水平。在Miller Tabak + Co.的首席市场策略师马特·马利看来，标普500指数的100日移动均线——自2025年5月以来一直充当着关键支撑位——如今已转变为其关键的阻力位。标普500指数周二未能收于这一水平之上，收盘报6,781.48点。在马利看来，6,550点至6,600点区间代表着一个非常关键的市场区域。马利表示，若跌破这一区间，将为市场观察人士们带来一个关键的“更低低点”，并发出趋势发生关键变化的信号。大摩坚持美股牛市立场：经历回调之后继续演绎牛市行情摩根士丹利首席股票市场策略师威尔逊表示，“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。威尔逊的核心看涨观点基于中期偏多，短线仍可能继续调整，而不是短线无脑看涨。从纯粹的短线博弈角度来看，市场仍处在由伊朗战火触发、由技术面放大的“寻底阶段”;中线来看，大摩更倾向于把它定义为一轮已经持续数月的“滚动式修正”，而非牛市终结。标普500指数已跌破50日与100日均线，技术派开始把200日均线视为下一道关键防线;但是来自大摩的威尔逊则在研究报告中强调，这轮修正其实并非始于今年2月，而是始于去年秋季流动性收紧，只是新一轮中东战争把原本潜伏的压力显性化、指数化了。威尔逊表示，近期爆发的伊朗战争更像是“市场情绪放大器”，不是“病因本身”。在战火升级之前，市场其实已经在消化“AI颠覆一切”恐慌论调所主导的劳动力替代焦虑、私募信贷违约风险等重大市场问题;战争与油价飙升只是把原本集中在高估值、高拥挤度板块里的压力，扩散到更广泛的指数层面。威尔逊的最新研判非常关键：一轮真正的股市修正，往往要等到“最好的股票”和“最高质量的指数”也开始补跌才会接近尾声，因此他认为短期内还不能急着抄底，市场可能还要再挣扎一个月，并预计标普500指数到4月初仍可能下探至6300点附近。换句话说，在威尔逊看来，当前市场更接近战术性去风险的后半程，而不是一轮干净利落的V形反转起点。基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。","news_type":1,"symbols_score_info":{".DJI":2,"MNQ2603":2,"ESmain":2,"MNQmain":2,"NDX":2,"NQmain":2,"YMmain":2,".SPX":2,"MNQ2612":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541823022350984,"gmtCreate":1773306506484,"gmtModify":1773306974930,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210522535662642","idStr":"4210522535662642"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$小那斯达主连 2603(NQmain)$&nbsp;</a> 垃圾玩意，天天震荡。","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$小那斯达主连 2603(NQmain)$&nbsp;</a> 垃圾玩意，天天震荡。","text":"$小那斯达主连 2603(NQmain)$ 垃圾玩意，天天震荡。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541823022350984","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541698931155704,"gmtCreate":1773245550016,"gmtModify":1773246437924,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210522535662642","idStr":"4210522535662642"},"themes":[],"title":"","htmlText":"这个畜生害得多少人爆仓亏钱。","listText":"这个畜生害得多少人爆仓亏钱。","text":"这个畜生害得多少人爆仓亏钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541698931155704","repostId":"1188112766","repostType":2,"repost":{"id":"1188112766","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":1773238360,"share":"https://www.laohu8.com/m/news/1188112766?lang=zh_CN&edition=full","pubTime":"2026-03-11 22:12","market":"us","language":"zh","title":"特朗普称对伊朗军事行动“即将结束”","url":"https://stock-news.laohu8.com/highlight/detail?id=1188112766","media":"老虎资讯综合","summary":"据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）","content":"<html><head></head><body><p><strong>据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）</strong></p><p>据Axios网站今日报道，美国总统特朗普周三在接受简短电话采访时表示，与伊朗的战争将“很快”结束，因为“几乎已经没有什么目标可以打击”。在持续约五分钟的通话中，特朗普说：“剩下一点点零星目标……只要我想结束，战争随时都可以结束。”</p><p>尽管特朗普公开表示军事行动已基本实现目标，但美国和以色列官员称，目前内部尚未下达任何有关何时停止战斗的指令。</p><p>以色列国防部长卡茨周三表示，这场战争将“没有时间限制地持续下去，只要有必要，直到实现所有目标并彻底赢得这场战役”。以色列和美国官员表示，他们正准备在伊朗继续实施至少两周的打击行动。特朗普向Axios证实，美国周二的打击摧毁了16艘布雷船，并挫败了伊朗的相关计划。</p><p>特朗普还表示，伊朗的敌对行动不仅针对以色列和美国，也针对整个海湾地区的国家。</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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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特朗普称对伊朗军事行动“即将结束”\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\">2026-03-11 22:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）</strong></p><p>据Axios网站今日报道，美国总统特朗普周三在接受简短电话采访时表示，与伊朗的战争将“很快”结束，因为“几乎已经没有什么目标可以打击”。在持续约五分钟的通话中，特朗普说：“剩下一点点零星目标……只要我想结束，战争随时都可以结束。”</p><p>尽管特朗普公开表示军事行动已基本实现目标，但美国和以色列官员称，目前内部尚未下达任何有关何时停止战斗的指令。</p><p>以色列国防部长卡茨周三表示，这场战争将“没有时间限制地持续下去，只要有必要，直到实现所有目标并彻底赢得这场战役”。以色列和美国官员表示，他们正准备在伊朗继续实施至少两周的打击行动。特朗普向Axios证实，美国周二的打击摧毁了16艘布雷船，并挫败了伊朗的相关计划。</p><p>特朗普还表示，伊朗的敌对行动不仅针对以色列和美国，也针对整个海湾地区的国家。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/06deb7c4af4f24dd4a4eb9a7a42fab33","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188112766","content_text":"据美国阿克西奥斯新闻网站11日报道，美国总统特朗普称，伊朗境内“几乎已无可打击的目标”，美国对伊朗军事行动“即将结束”。（新华社）据Axios网站今日报道，美国总统特朗普周三在接受简短电话采访时表示，与伊朗的战争将“很快”结束，因为“几乎已经没有什么目标可以打击”。在持续约五分钟的通话中，特朗普说：“剩下一点点零星目标……只要我想结束，战争随时都可以结束。”尽管特朗普公开表示军事行动已基本实现目标，但美国和以色列官员称，目前内部尚未下达任何有关何时停止战斗的指令。以色列国防部长卡茨周三表示，这场战争将“没有时间限制地持续下去，只要有必要，直到实现所有目标并彻底赢得这场战役”。以色列和美国官员表示，他们正准备在伊朗继续实施至少两周的打击行动。特朗普向Axios证实，美国周二的打击摧毁了16艘布雷船，并挫败了伊朗的相关计划。特朗普还表示，伊朗的敌对行动不仅针对以色列和美国，也针对整个海湾地区的国家。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539113082406344,"gmtCreate":1772640298750,"gmtModify":1772640386953,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210522535662642","idStr":"4210522535662642"},"themes":[],"htmlText":"随着科学技术的发展电子行业的更新换代频率更快更高，硬件和软件相比，软件更新速度更高，因此硬件和软件的护城河更高，个人认为长期投资的话，硬件逻辑比软件更硬，投资首选硬件。","listText":"随着科学技术的发展电子行业的更新换代频率更快更高，硬件和软件相比，软件更新速度更高，因此硬件和软件的护城河更高，个人认为长期投资的话，硬件逻辑比软件更硬，投资首选硬件。","text":"随着科学技术的发展电子行业的更新换代频率更快更高，硬件和软件相比，软件更新速度更高，因此硬件和软件的护城河更高，个人认为长期投资的话，硬件逻辑比软件更硬，投资首选硬件。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539113082406344","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000141","authorId":"9000000000000141","name":"KennethLong","avatar":"https://static.tigerbbs.com/168415c8fa94e7b14ffb415e8098eac9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000141","idStr":"9000000000000141"},"content":"硬件护城河高，稳当选择！","text":"硬件护城河高，稳当选择！","html":"硬件护城河高，稳当选择！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538499995005832,"gmtCreate":1772490611196,"gmtModify":1772490613681,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210522535662642","idStr":"4210522535662642"},"themes":[],"htmlText":"对，而且现在k线看起来横盘这么久，还是有点担心的。","listText":"对，而且现在k线看起来横盘这么久，还是有点担心的。","text":"对，而且现在k线看起来横盘这么久，还是有点担心的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/538499995005832","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540775080969080,"gmtCreate":1773043231733,"gmtModify":1773043346552,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210522535662642","idStr":"4210522535662642"},"themes":[],"title":"","htmlText":"吹牛b","listText":"吹牛b","text":"吹牛b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540775080969080","repostId":"2618064832","repostType":2,"repost":{"id":"2618064832","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":1773041831,"share":"https://www.laohu8.com/m/news/2618064832?lang=zh_CN&edition=full","pubTime":"2026-03-09 15:37","market":"sg","language":"zh","title":"黄仁勋喊话DRAM厂尽管扩产：有多少就买多少","url":"https://stock-news.laohu8.com/highlight/detail?id=2618064832","media":"华尔街见闻","summary":"黄仁勋在摩根士丹利科技大会放话：DRAM厂商产能扩多少，英伟达就用掉多少。随着英伟达新一代Vera Rubin平台采用更复杂的HBM4规格，存储资源耗损倍增，三大DRAM厂扩产仍难填其缺口。","content":"<html><head></head><body><blockquote><p>黄仁勋在摩根士丹利科技大会放话：DRAM厂商产能扩多少，英伟达就用掉多少。随着英伟达新一代Vera Rubin平台采用更复杂的HBM4规格，存储资源耗损倍增，三大DRAM厂扩产仍难填其缺口。</p></blockquote><p style=\"text-align: left;\">英伟达首席执行官黄仁勋向全球存储芯片厂商发出强烈信号：<strong>尽管扩产，英伟达照单全收。</strong></p><p style=\"text-align: left;\">周一，黄仁勋在摩根士丹利科技大会上表示，芯片供给短缺对英伟达而言是&#34;极好的消息&#34;，因为资源受限会促使客户更倾向于直接选择性能最强的解决方案。他更直接向DRAM厂商喊话：&#34;产能扩多少，我们（英伟达）就会用掉多少。&#34;</p><p style=\"text-align: left;\">这一表态被业界视为对DRAM产业景气的强力背书，也预示着AI算力军备竞赛对存储资源的需求将持续攀升。</p><p style=\"text-align: left;\">业界认为，黄仁勋此番表态的背后，<strong>是英伟达即将推出的新一代Vera Rubin平台对存储资源的庞大需求。</strong>随着英伟达全力冲刺新平台，鸿海、广达、纬创等代工伙伴的接单前景也同步看好。</p><h2 id=\"id_1133537553\" style=\"text-align: left;\">供给受限反成优势，英伟达全力扫货</h2><p style=\"text-align: left;\">黄仁勋在会上阐述了其对资源短缺的独特逻辑：<strong>在数据中心土地、电力、建筑等各类资源均受限的环境下，客户在采购决策上会更加审慎，并更倾向于一步到位选择最强方案。</strong>这一趋势对于存储器尤为明显。</p><p style=\"text-align: left;\">他的表态意味着，即便DRAM价格因供给紧张而持续上涨，英伟达仍将维持强劲的采购力度，不会因成本压力而缩减备货。这为三星、SK海力士、美光等全球三大DRAM厂商提供了明确的需求能见度。</p><p style=\"text-align: left;\">英伟达对存储资源的渴求，与其新一代AI平台的技术路线密切相关。以现有的GB300为例，其支持的高带宽存储器（HBM）容量已高达288GB，较GB200的192GB大幅提升。</p><p style=\"text-align: left;\">进入Vera Rubin世代后，HBM容量虽维持288GB，但规格将从HBM3E升级至HBM4。HBM4采用16层堆叠设计，较HBM3E的12层堆叠更为复杂，产能自然耗损率也随之提高，单位产出消耗的存储资源将更为庞大，预计将进一步加剧DRAM供给短缺的局面。</p><h2 id=\"id_4171411901\" style=\"text-align: left;\">三大DRAM厂扩产，消费端缺口短期难解</h2><p style=\"text-align: left;\">尽管三星、SK海力士及美光均已启动扩产计划，但业界指出，三大厂商当前扩增的产能主要集中于HBM及企业级DRAM，消费性DRAM的供给短缺问题至少在未来一年内仍难以缓解。</p><p style=\"text-align: left;\"><strong>与此同时，HBM以及数据中心用LPDDR4、LPDDR5和新一代DDR6的价格，预计将持续走高。供需结构的持续偏紧，为存储芯片厂商的盈利前景提供了支撑。</strong></p><p style=\"text-align: left;\">机构看好，英伟达持续扩大存储备货、冲刺新世代AI平台商机，将带动其供应链伙伴的订单动能持续升温。鸿海、广达、纬创等主要代工厂作为英伟达AI服务器的核心组装伙伴，有望在这一轮需求扩张中同步受益。</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>黄仁勋喊话DRAM厂尽管扩产：有多少就买多少</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄仁勋喊话DRAM厂尽管扩产：有多少就买多少\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-09 15:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3767023><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋在摩根士丹利科技大会放话：DRAM厂商产能扩多少，英伟达就用掉多少。随着英伟达新一代Vera Rubin平台采用更复杂的HBM4规格，存储资源耗损倍增，三大DRAM厂扩产仍难填其缺口。英伟达首席执行官黄仁勋向全球存储芯片厂商发出强烈信号：尽管扩产，英伟达照单全收。周一，黄仁勋在摩根士丹利科技大会上表示，芯片供给短缺对英伟达而言是\"极好的消息\"，因为资源受限会促使客户更倾向于直接选择性能最强的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3767023\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION 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Rubin平台对存储资源的庞大需求。随着英伟达全力冲刺新平台，鸿海、广达、纬创等代工伙伴的接单前景也同步看好。供给受限反成优势，英伟达全力扫货黄仁勋在会上阐述了其对资源短缺的独特逻辑：在数据中心土地、电力、建筑等各类资源均受限的环境下，客户在采购决策上会更加审慎，并更倾向于一步到位选择最强方案。这一趋势对于存储器尤为明显。他的表态意味着，即便DRAM价格因供给紧张而持续上涨，英伟达仍将维持强劲的采购力度，不会因成本压力而缩减备货。这为三星、SK海力士、美光等全球三大DRAM厂商提供了明确的需求能见度。英伟达对存储资源的渴求，与其新一代AI平台的技术路线密切相关。以现有的GB300为例，其支持的高带宽存储器（HBM）容量已高达288GB，较GB200的192GB大幅提升。进入Vera Rubin世代后，HBM容量虽维持288GB，但规格将从HBM3E升级至HBM4。HBM4采用16层堆叠设计，较HBM3E的12层堆叠更为复杂，产能自然耗损率也随之提高，单位产出消耗的存储资源将更为庞大，预计将进一步加剧DRAM供给短缺的局面。三大DRAM厂扩产，消费端缺口短期难解尽管三星、SK海力士及美光均已启动扩产计划，但业界指出，三大厂商当前扩增的产能主要集中于HBM及企业级DRAM，消费性DRAM的供给短缺问题至少在未来一年内仍难以缓解。与此同时，HBM以及数据中心用LPDDR4、LPDDR5和新一代DDR6的价格，预计将持续走高。供需结构的持续偏紧，为存储芯片厂商的盈利前景提供了支撑。机构看好，英伟达持续扩大存储备货、冲刺新世代AI平台商机，将带动其供应链伙伴的订单动能持续升温。鸿海、广达、纬创等主要代工厂作为英伟达AI服务器的核心组装伙伴，有望在这一轮需求扩张中同步受益。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463928729690128,"gmtCreate":1754257303659,"gmtModify":1754266417379,"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210522535662642","idStr":"4210522535662642"},"themes":[],"htmlText":"<a 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