咳，不及预期，有没有_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

咳，不及预期，有没有想过这几个预期本身就是太高了呢

存储概念股持续疲软兆易创新（03986）跌6.03% SK海力士二季度业绩不及预期

金吾财讯 | 港股存储概念股持续疲软，截止发稿，南方两倍做多海力士跌18.52%，南方两倍做多三星电子跌9.03%，兆易创新跌6.03%，澜起科技跌4.90%。消息面上，韩国存储巨头SK海力士周二盘后公布最新业绩显示，第二季度营业利润为60.54万亿韩元，低于预期的64.22万亿韩元；收入为79万亿韩元，亦与此前预期的84万亿韩元差距明显。拖累SK海力士美股盘尾一度跌逾8%。此外，隔晚美股存储芯片股亦连续受挫，其中，美光科技大幅收跌8.85%、闪迪跌14.25%。

存储概念股持续疲软兆易创新（03986）跌6.03% SK海力士二季度业绩不及预期

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":591216183960816,"tweetId":"591216183960816","gmtCreate":1785341559196,"gmtModify":1785341561462,"author":{"id":3437638669595671,"idStr":"3437638669595671","authorId":3437638669595671,"authorIdStr":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[{"themeId":"d9c0308a267347e7aa169891d2e45c75","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"金吾财讯","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":d9c0308a267347e7aa169891d2e45c75}&rnconfig={\"headerBarHidden\": true}","description":"以港股为立足点，放眼寰球，为投资者带来及时可靠的香港及海外市场资讯，同时提供视角独特的深度解析。","image":"https://static.tigerbbs.com/b008324550569d58ed6eec048820a2ef"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>咳，不及预期，有没有想过这几个预期本身就是太高了呢</p></body></html>","htmlText":"<html><head></head><body><p>咳，不及预期，有没有想过这几个预期本身就是太高了呢</p></body></html>","text":"咳，不及预期，有没有想过这几个预期本身就是太高了呢","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/591216183960816","repostId":2655436837,"repostType":2,"repost":{"id":"2655436837","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1785291239,"share":"https://www.laohu8.com/m/news/2655436837?lang=zh_CN&edition=full","pubTime":"2026-07-29 10:13","market":"sg","language":"zh","title":"存储概念股持续疲软 兆易创新（03986）跌6.03% SK海力士二季度业绩不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2655436837","media":"金吾财讯","summary":"金吾财讯 | 港股存储概念股持续疲软，截止发稿，南方两倍做多海力士 跌18.52%，南方两倍做多三星电子跌9.03%，兆易创新跌6.03%，澜起科技跌4.90%。消息面上，韩国存储巨头SK海力士周二盘后公布最新业绩显示，第二季度营业利润为60.54万亿韩元，低于预期的64.22万亿韩元；收入为79万亿韩元，亦与此前预期的84万亿韩元差距明显。拖累SK海力士美股盘尾一度跌逾8%。此外，隔晚美股存储芯片股亦连续受挫，其中，美光科技大幅收跌8.85%、闪迪跌14.25%。","content":"<html><body><p>金吾财讯 | 港股存储概念股持续疲软，截止发稿，<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>（07709）跌18.52%，<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>（07747）跌9.03%，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>（03986）跌6.03%，<a href=\"https://laohu8.com/S/688008\">澜起科技</a>（06809）跌4.90%。消息面上，韩国存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>周二盘后公布最新业绩显示，第二季度营业利润为60.54万亿韩元，低于预期的64.22万亿韩元；收入为79万亿韩元，亦与此前预期的84万亿韩元差距明显。价格方面，该公司二季度DRAM芯片平均销售价格（ASP）环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面，公司预计2026全年资本支出将达到40万亿韩元区间高段（约48-50万亿韩元），再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外，隔晚美股存储芯片股亦连续受挫，其中，<a href=\"https://laohu8.com/S/MU\">美光科技</a>大幅收跌8.85%、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌14.25%。</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>存储概念股持续疲软 兆易创新（03986）跌6.03% SK海力士二季度业绩不及预期</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存储概念股持续疲软 兆易创新（03986）跌6.03% SK海力士二季度业绩不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-29 10:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 港股存储概念股持续疲软，截止发稿，<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>（07709）跌18.52%，<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>（07747）跌9.03%，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>（03986）跌6.03%，<a href=\"https://laohu8.com/S/688008\">澜起科技</a>（06809）跌4.90%。消息面上，韩国存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>周二盘后公布最新业绩显示，第二季度营业利润为60.54万亿韩元，低于预期的64.22万亿韩元；收入为79万亿韩元，亦与此前预期的84万亿韩元差距明显。价格方面，该公司二季度DRAM芯片平均销售价格（ASP）环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面，公司预计2026全年资本支出将达到40万亿韩元区间高段（约48-50万亿韩元），再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外，隔晚美股存储芯片股亦连续受挫，其中，<a href=\"https://laohu8.com/S/MU\">美光科技</a>大幅收跌8.85%、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌14.25%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","relate_stocks":{"603986":"兆易创新","688008":"澜起科技","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","SCHM":"Schwab U.S. Mid-Cap ETF","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","MIC":"2倍做多MU ETF-Corgi","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","WUGI":"AXS Esoterica NextG Economy ETF","MU":"美光科技","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BAI":"iShares A.I. Innovation and Tech Active ETF","DISK":"Tema Memory ETF","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","WLDR":"Affinity World Leaders Equity ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4575":"芯片概念","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","FDTX":"Fidelity Disruptive Technology ETF","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","SNDK":"闪迪","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BOBP":"CORE16 Best of Breed Premier Index ETF","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","SOXQ":"Invesco PHLX Semiconductor ETF","XNTK":"SPDR NYSE Technology ETF","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","AIQ":"Global X Artificial Intelligence & Technology ETF","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","MUD":"1倍做空MU ETF-Direxion","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","03986":"兆易创新","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","MULL":"2倍做多MU ETF-GraniteShares","BK4512":"苹果概念","SOXX":"iShares费城交易所半导体ETF","BK4543":"AI","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4141":"半导体产品","FTEC":"Fidelity MSCI Information Techno","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AIS":"VistaShares Artificial Intelligence Supercycle ETF","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","XLK":"高科技指数ETF-SPDR","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","PTF":"Invesco Dorsey Wright Technology Momentum ETF","FCUS":"PINNACLE FOCUSED OPPORTUNITIES ETF","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IETC":"iShares U.S. Tech Independence Focused ETF","RULE":"Adaptive Core ETF","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TMSL":"T. Rowe Price Small-Mid Cap ETF","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","EFIV":"SPDR S&P 500 ESG ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SNDC":"Corgi SNDK 2x Daily ETF","BK4554":"元宇宙及AR概念","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","07709":"南方两倍做多海力士","BK4553":"喜马拉雅资本持仓","SNDG":"Leverage Shares 2X Long SNDK Daily ETF","CHPX":"Global X AI Semiconductor & Quantum ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SKHY":"SK海力士","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SNDQ":"Tradr 2X Short SNDK Daily ETF","BK4585":"ETF&股票定投概念","SKHYV":"SK海力士-WI","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","07747":"南方两倍做多三星电子","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","USXF":"iShares ESG Advanced MSCI USA ETF","JGRO":"Jpmorgan Active Growth ETF","SK":"2倍做多海力士ETF-Corgi","LU2063271972.USD":"富兰克林创新领域基金","SHOC":"Strive U.S. Semiconductor ETF","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","SKDD":"2倍做空海力士ETF-GraniteShares","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","MUU":"2倍做多MU ETF-Direxion","BK4588":"碎股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","MUYY":"GraniteShares YieldBOOSTMU ETF","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","VGT":"信息技术ETF-Vanguard","BK4170":"电脑硬件、储存设备及电脑周边","BK1163":"半导体产品","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","MUZ":"Defiance Daily Target 2X Short MU ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","HYNX":"2倍做多海力士ETF-T-REX","DRMY":"XFUNDS Memory Income ETF","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SMH":"半导体指数ETF-HOLDRs","LU0238689110.USD":"贝莱德环球动力股票基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","FSMD":"Fidelity Small-Mid Multifactor ETF","SKHU":"2倍做多海力士-ProShares","SCHA":"Schwab US Small-Cap ETF","FXL":"First Trust Technology AlphaDEX Fund","LU0052750758.USD":"富兰克林中国基金A Acc","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","SKHX":"2倍做多海力士ETF-Leverage Shares","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","CGGO":"Capital Group Global Growth Equity ETF","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","SKHZ":"1倍做空海力士ETF-Leverage Shares","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","QQQG":"Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF","IXN":"iShares Trust S&P Global Informa","OPTZ":"Optimize Strategy Index Etf","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","CNAV":"Mohr Company Nav ETF","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","SNXX":"Tradr 2X Long SNDK Daily ETF","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4566":"资本集团","PSI":"INVESCO SEMICONDUCTORS ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","EMSF":"Matthews Emerging Markets Sustainable Future Active ETF","SKUU":"2倍做多海力士ETF-GraniteShares","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","BK4605":"半导体精选","06809":"澜起科技","AIFD":"TCW Artificial Intelligence ETF","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC"},"source_url":"1986997","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655436837","content_text":"金吾财讯 | 港股存储概念股持续疲软，截止发稿，南方两倍做多海力士（07709）跌18.52%，南方两倍做多三星电子（07747）跌9.03%，兆易创新（03986）跌6.03%，澜起科技（06809）跌4.90%。消息面上，韩国存储巨头SK海力士周二盘后公布最新业绩显示，第二季度营业利润为60.54万亿韩元，低于预期的64.22万亿韩元；收入为79万亿韩元，亦与此前预期的84万亿韩元差距明显。价格方面，该公司二季度DRAM芯片平均销售价格（ASP）环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面，公司预计2026全年资本支出将达到40万亿韩元区间高段（约48-50万亿韩元），再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外，隔晚美股存储芯片股亦连续受挫，其中，美光科技大幅收跌8.85%、闪迪跌14.25%。","news_type":1,"symbols_score_info":{"603986":1.89,"688008":1.86,"SNDK":1.83,"TMSL":0.6,"WUGI":0.6,"FTXL":0.6,"TRFK":0.6,"FSMD":0.6,"SOXQ":0.6,"CGGO":0.6,"IXN":0.6,"CNAV":0.6,"MUZ":0.6,"MUD":0.6,"PSI":0.6,"SNDQ":0.6,"XNTK":0.6,"FTEC":0.6,"IETC":0.6,"SKHX":0.6,"06809":1.86,"EFIV":0.6,"SNDC":0.6,"SNXX":0.6,"HYNX":0.6,"SKHYV":0.6,"JGRO":0.6,"EGGY":0.6,"FAI":0.6,"SKHU":0.6,"SKUU":0.6,"SKHY":1.94,"TTXU":0.6,"DRMY":0.6,"LEGR":0.6,"AIFD":0.6,"MUU":0.6,"SCHM":0.6,"03986":1.89,"MUYY":0.6,"VGT":0.6,"QQQG":0.6,"XLK":0.6,"SHOC":0.6,"HBMX":0.6,"SKDD":0.6,"MIC":0.6,"PTF":0.6,"SCHA":0.6,"RULE":0.6,"OPTZ":0.6,"FDTX":0.6,"USXF":0.6,"FCUS":0.6,"BOBP":0.6,"CHAT":0.6,"FXL":0.6,"SNDG":0.6,"DISK":0.6,"MULL":0.6,"EMSF":0.6,"SMH":0.6,"MU":1.85,"WLDR":0.6,"AIQ":0.6,"SKHZ":0.6,"07709":1.92,"COWG":0.6,"BAI":0.6,"SK":0.6,"SNDU":0.6,"ARTY":0.6,"SOXX":0.6,"CHPX":0.6,"CHPS":0.6,"AIS":0.6,"07747":1.9}},"isVote":1,"tweetType":1,"viewCount":9,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":48,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}