社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
木雨四道风5
IP属地:0
+关注
帖子 · 26
帖子 · 26
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
木雨四道风5
木雨四道风5
·
09-24
$小米集团-W(01810)$
爽
看
119
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
木雨四道风5
木雨四道风5
·
09-23
$小米集团-W(01810)$
太牛逼了
看
52
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
木雨四道风5
木雨四道风5
·
09-09
$小米集团-W(01810)$
提桶跑路了,大概率要创新低了,澎程都凉了
看
1,915
回复
1
点赞
1
编组 21备份 2
分享
举报
木雨四道风5
木雨四道风5
·
09-07
$小米集团-W(01810)$
跑路
看
452
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
木雨四道风5
木雨四道风5
·
08-27
$小米集团-W(01810)$
今年没搞头了
看
448
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
木雨四道风5
木雨四道风5
·
08-17
$小米集团-W(01810)$
早点倒闭吧
看
380
回复
评论
点赞
2
编组 21备份 2
分享
举报
木雨四道风5
木雨四道风5
·
08-17
$小米集团-W(01810)$
看
321
回复
评论
点赞
1
编组 21备份 2
分享
举报
木雨四道风5
木雨四道风5
·
06-26
扯淡呢,泡沫破灭再看吧
联想:内存涨价是“新常态”,DRAM和NAND高价将持续至2030年后
告别廉价数码时代!联想发布重磅预警:DRAM和NAND闪存价格已进入结构性上涨周期,即便主要厂商持续扩产,价格也极难回落至2025年初水平。高成本正全面向下传导。未来PC、手机等全品类终端面临持续涨价压力,价格上涨最终将成为2030年及以后的“新常态”。
联想:内存涨价是“新常态”,DRAM和NAND高价将持续至2030年后
看
638
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
木雨四道风5
木雨四道风5
·
06-16
真爽
小米股价创年内新低 425亿港元配售参与机构浮亏52%
中国经济网北京6月16日讯 小米集团 今日收报25.660港元,跌幅2.285%。小米集团股价今日盘中最低至25.500港元,创年内新低。 小米集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅58.24%。 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。 以配售价格53.25港元计算,截至今日,参与小米集团3月配售认购方亏损幅度为51.81%。
小米股价创年内新低 425亿港元配售参与机构浮亏52%
看
571
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
木雨四道风5
木雨四道风5
·
06-02
$小米集团-W(01810)$
逐出恒科吧,别一天到晚拖后腿了
看
1,072
回复
评论
点赞
4
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4197380509417102","uuid":"4197380509417102","gmtCreate":1734277343481,"gmtModify":1734278359040,"name":"木雨四道风5","pinyin":"mysdf5muyusidaofeng5","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":26,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":611113743200720,"gmtCreate":1790216885599,"gmtModify":1790216887696,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 爽","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 爽","text":"$小米集团-W(01810)$ 爽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611113743200720","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610769517666376,"gmtCreate":1790140325136,"gmtModify":1790142907892,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 太牛逼了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 太牛逼了","text":"$小米集团-W(01810)$ 太牛逼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610769517666376","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605735398487136,"gmtCreate":1788921623502,"gmtModify":1788921625487,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 提桶跑路了,大概率要创新低了,澎程都凉了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 提桶跑路了,大概率要创新低了,澎程都凉了","text":"$小米集团-W(01810)$ 提桶跑路了,大概率要创新低了,澎程都凉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605735398487136","isVote":1,"tweetType":1,"viewCount":1915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605048879608704,"gmtCreate":1788753998052,"gmtModify":1788753999949,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 跑路","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 跑路","text":"$小米集团-W(01810)$ 跑路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605048879608704","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601193372136592,"gmtCreate":1787812749188,"gmtModify":1787812752749,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 今年没搞头了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 今年没搞头了","text":"$小米集团-W(01810)$ 今年没搞头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601193372136592","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597713395757880,"gmtCreate":1786944276896,"gmtModify":1786944856282,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 早点倒闭吧","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 早点倒闭吧","text":"$小米集团-W(01810)$ 早点倒闭吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597713395757880","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597707791885296,"gmtCreate":1786942917173,"gmtModify":1786942918636,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> ","text":"$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597707791885296","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579288687007256,"gmtCreate":1782458076716,"gmtModify":1782459184643,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"扯淡呢,泡沫破灭再看吧","listText":"扯淡呢,泡沫破灭再看吧","text":"扯淡呢,泡沫破灭再看吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579288687007256","repostId":"2646339702","repostType":2,"repost":{"id":"2646339702","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":1782454897,"share":"https://www.laohunote.com/m/news/2646339702?lang=zh_CN&edition=full","pubTime":"2026-06-26 14:21","market":"other","language":"zh","title":"联想:内存涨价是“新常态”,DRAM和NAND高价将持续至2030年后","url":"https://stock-news.laohu8.com/highlight/detail?id=2646339702","media":"华尔街见闻","summary":"告别廉价数码时代!联想发布重磅预警:DRAM和NAND闪存价格已进入结构性上涨周期,即便主要厂商持续扩产,价格也极难回落至2025年初水平。高成本正全面向下传导。未来PC、手机等全品类终端面临持续涨价压力,价格上涨最终将成为2030年及以后的“新常态”。","content":"<html><head></head><body><p>内存价格高企的时代或许不会结束。<a href=\"https://laohu8.com/S/00992\">联想</a>在ISC 2026大会上发出警告:DRAM和NAND闪存价格已进入结构性上涨周期,即便主要厂商持续扩产,价格也极难回落至2025年初水平,价格上涨最终将成为2030年及以后的“新常态”。</p>\n<p>联想在大会演示中展示了DRAM和NAND产品的价格走势图。据其分析,尽管<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、<a href=\"https://laohu8.com/S/MU\">美光</a>等主要内存厂商正加速新建产能,但扩产效果难以弥合供需缺口,预计价格长期居高不下。与此同时,美光已公开表示无法满足包括战略级客户在内的市场需求,三星和SK海力士亦发出类似信号,供应紧张局面短期内难以缓解。</p>\n<p>这一判断对整个消费电子产业链影响深远。联想预警,高内存成本将向下传导至PC、游戏主机、智能手机及所有搭载内存或固态硬盘的终端产品,消费者未来十年将面临持续的设备价格上涨压力。</p>\n<div>\n<h2>价格失控始于2025年末,涨势至今未止</h2>\n</div>\n<p>根据联想在ISC 2026大会上呈现的数据,本轮内存价格的快速攀升始于2025年第三季度末至第四季度初。彼时,DRAM和NAND价格开始脱离此前的周期性波动区间,加速上行至市场普遍未曾预期的高位。</p>\n<p>联想指出,尽管主要厂商正持续推进产能扩张、新建晶圆厂以应对供需失衡,但这些举措对于压低价格的实际效果极为有限。供需缺口的扩大速度已超出产能爬坡的节奏,价格回归2025年初水平的可能性正在下降。</p>\n<p>值得注意的是,联想演讲者在大会上的相关评论带有一定的玩笑性质,但其对2030年及以后高价格常态化的判断,仍被视为一次正式的行业预警信号。</p>\n<div>\n<h2>供应商扩产计划难解近渴</h2>\n</div>\n<p>在主要内存厂商中,SK海力士已宣布将原定2040年以后实施的产能扩张路线图大幅提前至2030年以后,预计在该时间节点前将内存产出增至现有水平的三倍。</p>\n<p>然而,联想与业内观察人士均对这一扩产计划能否真正缓解供需矛盾持保留态度。美光已明确表示,即便对战略级重要客户,当前也无法足额供货。三星和SK海力士的表态同样悲观,多家头部厂商实际上正借助这一供应紧缺周期获取丰厚利润。</p>\n<p>在AI基础设施需求持续爆发的背景下,高带宽内存(HBM)及通用DRAM的需求增速依然强劲。扩产所带来的新增供应量,能否匹配同期的需求增量,目前仍是未知数。</p>\n<div>\n<h2>终端消费者承压,全品类设备涨价难避</h2>\n</div>\n<p>联想的预警意味着,内存和固态硬盘的高价将在未来十年持续向终端产品传导。PC、游戏主机、智能手机及其他搭载存储器件的消费电子产品,都将承受更高的物料成本压力。</p>\n<p>对于普通消费者而言,这意味着低价PC和入门级智能设备的时代可能正在远去。企业端同样难以幸免——服务器、数据中心基础设施的采购成本将随内存价格同步抬升,进一步推高AI及云计算基础设施的整体投资门槛。</p>\n<p>联想此次在ISC 2026大会上主动披露这一判断,在业界被解读为一份面向采购决策者和企业客户的前瞻性预算警示:高内存价格并非暂时性冲击,而是需要纳入长期成本规划的结构性变量。</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>联想:内存涨价是“新常态”,DRAM和NAND高价将持续至2030年后</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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联想:内存涨价是“新常态”,DRAM和NAND高价将持续至2030年后\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-26 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>内存价格高企的时代或许不会结束。<a href=\"https://laohu8.com/S/00992\">联想</a>在ISC 2026大会上发出警告:DRAM和NAND闪存价格已进入结构性上涨周期,即便主要厂商持续扩产,价格也极难回落至2025年初水平,价格上涨最终将成为2030年及以后的“新常态”。</p>\n<p>联想在大会演示中展示了DRAM和NAND产品的价格走势图。据其分析,尽管<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、<a href=\"https://laohu8.com/S/MU\">美光</a>等主要内存厂商正加速新建产能,但扩产效果难以弥合供需缺口,预计价格长期居高不下。与此同时,美光已公开表示无法满足包括战略级客户在内的市场需求,三星和SK海力士亦发出类似信号,供应紧张局面短期内难以缓解。</p>\n<p>这一判断对整个消费电子产业链影响深远。联想预警,高内存成本将向下传导至PC、游戏主机、智能手机及所有搭载内存或固态硬盘的终端产品,消费者未来十年将面临持续的设备价格上涨压力。</p>\n<div>\n<h2>价格失控始于2025年末,涨势至今未止</h2>\n</div>\n<p>根据联想在ISC 2026大会上呈现的数据,本轮内存价格的快速攀升始于2025年第三季度末至第四季度初。彼时,DRAM和NAND价格开始脱离此前的周期性波动区间,加速上行至市场普遍未曾预期的高位。</p>\n<p>联想指出,尽管主要厂商正持续推进产能扩张、新建晶圆厂以应对供需失衡,但这些举措对于压低价格的实际效果极为有限。供需缺口的扩大速度已超出产能爬坡的节奏,价格回归2025年初水平的可能性正在下降。</p>\n<p>值得注意的是,联想演讲者在大会上的相关评论带有一定的玩笑性质,但其对2030年及以后高价格常态化的判断,仍被视为一次正式的行业预警信号。</p>\n<div>\n<h2>供应商扩产计划难解近渴</h2>\n</div>\n<p>在主要内存厂商中,SK海力士已宣布将原定2040年以后实施的产能扩张路线图大幅提前至2030年以后,预计在该时间节点前将内存产出增至现有水平的三倍。</p>\n<p>然而,联想与业内观察人士均对这一扩产计划能否真正缓解供需矛盾持保留态度。美光已明确表示,即便对战略级重要客户,当前也无法足额供货。三星和SK海力士的表态同样悲观,多家头部厂商实际上正借助这一供应紧缺周期获取丰厚利润。</p>\n<p>在AI基础设施需求持续爆发的背景下,高带宽内存(HBM)及通用DRAM的需求增速依然强劲。扩产所带来的新增供应量,能否匹配同期的需求增量,目前仍是未知数。</p>\n<div>\n<h2>终端消费者承压,全品类设备涨价难避</h2>\n</div>\n<p>联想的预警意味着,内存和固态硬盘的高价将在未来十年持续向终端产品传导。PC、游戏主机、智能手机及其他搭载存储器件的消费电子产品,都将承受更高的物料成本压力。</p>\n<p>对于普通消费者而言,这意味着低价PC和入门级智能设备的时代可能正在远去。企业端同样难以幸免——服务器、数据中心基础设施的采购成本将随内存价格同步抬升,进一步推高AI及云计算基础设施的整体投资门槛。</p>\n<p>联想此次在ISC 2026大会上主动披露这一判断,在业界被解读为一份面向采购决策者和企业客户的前瞻性预算警示:高内存价格并非暂时性冲击,而是需要纳入长期成本规划的结构性变量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f10c5571533b425a393d535b40586ec","relate_stocks":{"80992":"联想集团-R","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK1526":"科网股","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","BK4588":"碎股","BK1607":"新IT概念","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","DRAM":"Roundhill Memory ETF","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0791590937.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0791591158.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","RAM":"2倍做多DRAM ETF-T-REX","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","00992":"联想集团","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LNVGY":"联想集团ADR","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK1193":"电脑硬件、储存设备及电脑周边","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3775587","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646339702","content_text":"内存价格高企的时代或许不会结束。联想在ISC 2026大会上发出警告:DRAM和NAND闪存价格已进入结构性上涨周期,即便主要厂商持续扩产,价格也极难回落至2025年初水平,价格上涨最终将成为2030年及以后的“新常态”。\n联想在大会演示中展示了DRAM和NAND产品的价格走势图。据其分析,尽管三星、SK海力士、美光等主要内存厂商正加速新建产能,但扩产效果难以弥合供需缺口,预计价格长期居高不下。与此同时,美光已公开表示无法满足包括战略级客户在内的市场需求,三星和SK海力士亦发出类似信号,供应紧张局面短期内难以缓解。\n这一判断对整个消费电子产业链影响深远。联想预警,高内存成本将向下传导至PC、游戏主机、智能手机及所有搭载内存或固态硬盘的终端产品,消费者未来十年将面临持续的设备价格上涨压力。\n\n价格失控始于2025年末,涨势至今未止\n\n根据联想在ISC 2026大会上呈现的数据,本轮内存价格的快速攀升始于2025年第三季度末至第四季度初。彼时,DRAM和NAND价格开始脱离此前的周期性波动区间,加速上行至市场普遍未曾预期的高位。\n联想指出,尽管主要厂商正持续推进产能扩张、新建晶圆厂以应对供需失衡,但这些举措对于压低价格的实际效果极为有限。供需缺口的扩大速度已超出产能爬坡的节奏,价格回归2025年初水平的可能性正在下降。\n值得注意的是,联想演讲者在大会上的相关评论带有一定的玩笑性质,但其对2030年及以后高价格常态化的判断,仍被视为一次正式的行业预警信号。\n\n供应商扩产计划难解近渴\n\n在主要内存厂商中,SK海力士已宣布将原定2040年以后实施的产能扩张路线图大幅提前至2030年以后,预计在该时间节点前将内存产出增至现有水平的三倍。\n然而,联想与业内观察人士均对这一扩产计划能否真正缓解供需矛盾持保留态度。美光已明确表示,即便对战略级重要客户,当前也无法足额供货。三星和SK海力士的表态同样悲观,多家头部厂商实际上正借助这一供应紧缺周期获取丰厚利润。\n在AI基础设施需求持续爆发的背景下,高带宽内存(HBM)及通用DRAM的需求增速依然强劲。扩产所带来的新增供应量,能否匹配同期的需求增量,目前仍是未知数。\n\n终端消费者承压,全品类设备涨价难避\n\n联想的预警意味着,内存和固态硬盘的高价将在未来十年持续向终端产品传导。PC、游戏主机、智能手机及其他搭载存储器件的消费电子产品,都将承受更高的物料成本压力。\n对于普通消费者而言,这意味着低价PC和入门级智能设备的时代可能正在远去。企业端同样难以幸免——服务器、数据中心基础设施的采购成本将随内存价格同步抬升,进一步推高AI及云计算基础设施的整体投资门槛。\n联想此次在ISC 2026大会上主动披露这一判断,在业界被解读为一份面向采购决策者和企业客户的前瞻性预算警示:高内存价格并非暂时性冲击,而是需要纳入长期成本规划的结构性变量。","news_type":1,"symbols_score_info":{"80992":0.6,"RAM":0.6,"00992":1.5,"LNVGY":0.6,"DRAM":1.5}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575872194110360,"gmtCreate":1781607676240,"gmtModify":1781609229164,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"真爽","listText":"真爽","text":"真爽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575872194110360","repostId":"2643753355","repostType":2,"repost":{"id":"2643753355","kind":"highlight","pubTimestamp":1781603045,"share":"https://www.laohunote.com/m/news/2643753355?lang=zh_CN&edition=full","pubTime":"2026-06-16 17:44","market":"fut","language":"zh","title":"小米股价创年内新低 425亿港元配售参与机构浮亏52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2643753355","media":"中金财经","summary":"中国经济网北京6月16日讯 小米集团 今日收报25.660港元,跌幅2.285%。小米集团股价今日盘中最低至25.500港元,创年内新低。 小米集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅58.24%。 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。 以配售价格53.25港元计算,截至今日,参与小米集团3月配售认购方亏损幅度为51.81%。","content":"<html><body><p> 中国经济网北京6月16日讯 <a href=\"https://laohu8.com/S/XIACY\">小米</a>集团(01810.HK)今日收报25.660港元,跌幅2.285%。<a href=\"https://laohu8.com/S/01810\">小米</a>集团股价今日盘中最低至25.500港元,创年内新低。\r\n\r\n <a href=\"https://laohu8.com/S/81810\">小米</a>集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅58.24%。\r\n\r\n 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布,配售事项已根据配售及认购协议的条款及条件于2025年3月27日完成,其中合共800,000,000股配售股份已按每股配售股份53.25港元的配售价由经办人基于最大努力成功配售予不少于六名承配人。经董事作出一切合理查询后所知、所悉及所信,承配人及彼等最终实益拥有人均为独立第三方。\r\n\r\n 由于完成认购事项的所有条件均已达成,公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\r\n\r\n 公司拟将认购事项的所得款项净额用于(a)加速业务扩张;(b)研发投资,以进一步提升科技实力;及©其他一般公司用途。\r\n\r\n 以配售价格53.25港元计算,截至今日,参与小米集团3月配售认购方亏损幅度为51.81%。\r\n\r\n (责任编辑:徐自立) </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>小米股价创年内新低 425亿港元配售参与机构浮亏52%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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小米股价创年内新低 425亿港元配售参与机构浮亏52%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-16 17:44 北京时间 <a href=http://sc.stock.cnfol.com/gushijujiao/20260616/32281368.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国经济网北京6月16日讯 小米集团(01810.HK)今日收报25.660港元,跌幅2.285%。小米集团股价今日盘中最低至25.500港元,创年内新低。\n\n 小米集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅58.24%。\n\n 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布,配售事项已根据...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushijujiao/20260616/32281368.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":{"81810":"小米集团-WR","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1615":"港股-互联网","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU1720050803.USD":"安联全方位中国股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2294711473.HKD":"BNP PARIBAS CHINA EQUITY \"C\" (HKD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","01810":"小米集团-W","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1607":"新IT概念","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","BK1610":"ETF&股票定投概念","LU0051755006.USD":"摩根大通中国A (dist)","BK1575":"同股不同权","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1521":"挪威政府全球养老基金持仓","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1523":"武汉本地概念股","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","HK0000286598.CNH":"中银保诚中国价值基金 A","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","BK1506":"5G概念","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","XIACY":"小米集团ADR","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1502":"双十一","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","BK1589":"北水核心资产","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1618":"Manus概念股","BK1193":"电脑硬件、储存设备及电脑周边","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV"},"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260616/32281368.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643753355","content_text":"中国经济网北京6月16日讯 小米集团(01810.HK)今日收报25.660港元,跌幅2.285%。小米集团股价今日盘中最低至25.500港元,创年内新低。\n\n 小米集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅58.24%。\n\n 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布,配售事项已根据配售及认购协议的条款及条件于2025年3月27日完成,其中合共800,000,000股配售股份已按每股配售股份53.25港元的配售价由经办人基于最大努力成功配售予不少于六名承配人。经董事作出一切合理查询后所知、所悉及所信,承配人及彼等最终实益拥有人均为独立第三方。\n\n 由于完成认购事项的所有条件均已达成,公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\n\n 公司拟将认购事项的所得款项净额用于(a)加速业务扩张;(b)研发投资,以进一步提升科技实力;及©其他一般公司用途。\n\n 以配售价格53.25港元计算,截至今日,参与小米集团3月配售认购方亏损幅度为51.81%。\n\n (责任编辑:徐自立)","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.98,"HXXD.SI":0.6,"XIACY":1.98}},"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570873110663496,"gmtCreate":1780373516943,"gmtModify":1780375765072,"author":{"id":"4197380509417102","authorId":"4197380509417102","name":"木雨四道风5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197380509417102","authorIdStr":"4197380509417102"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 逐出恒科吧,别一天到晚拖后腿了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 逐出恒科吧,别一天到晚拖后腿了","text":"$小米集团-W(01810)$ 逐出恒科吧,别一天到晚拖后腿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570873110663496","isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}