港股详情

本页面由Tiger Trade Technology Pte. Ltd.提供服务

博时港交所韩交所半导体指数ETF

8.900

-0.265-2.89%

成交量：12.54万

成交额：112.15万

市值：4,984.00万

市盈率：- -

高：9.080

开：9.080

低：8.900

收：9.165

52周最高：9.955

52周最低：8.900

股本：560.00万

香港流通股本：560.00万

量比：2.33

换手率：2.24%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

市销率: - -

数据加载中...

总览公司新闻资讯公告

三星电子预计2029年代工客户将增至2017年的约4倍

日韩股市走弱，KOSPI低开0.7%，SK海力士、三星逆势上涨

TradingKey中文

韩国KOSPI跌破7000，换手率创年内新低，散户、外资单月净卖超33万亿韩元

华尔街见闻

美股半导体、存储、光通信概念股普跌，ARM、Credo跌超9%，英特尔、SK海力士、闪迪跌超6%

老虎资讯综合

SK海力士（SKHY）盘前承压下跌4.42% 市场忧虑Solidigm独立上市将加剧折价风险

美国存储芯片股盘前走低，SK海力士、闪迪跌超3%

每日经济新闻

ETF异动 | 华泰盈科港韩半导体指数ETF(03569)跌超5% 港韩半导体股集体走弱

传SK海力士旗下美国芯片及硬盘子公司Solidigm考虑明年上市拟筹150亿美元

阿斯达克财经

“孙公司”Solidigm潜在千亿美元美股IPO加剧股权结构担忧 SK海力士股价应声走低

智通财经网

《大行》里昂引述三星电子管理层料AI内存超级周期持续估HBM明年大幅加价

阿斯达克财经

三星电子加快平泽 P5 首条量产线建设，设备导入目标提前至明年二季度

SK海力士、三星电子跌超3%

存储巨头SK海力士子公司考虑最早明年IPO，上市进程本周迈出实质性一步，估值高达1500亿美元，将刷新美股半导体公司纪录

报道：SK海力士旗下Solidigm最快明年在美IPO，估值或高达1500亿美元

华尔街见闻

AI智能体越惊艳，存储越值钱! SK海力士旗下NAND业务版图酝酿千亿美元美股IPO

ASMPT(00522)出现大手买入5.31万股，成交价$162.5，涉资862.875万

阿斯达克财经

The Capital Group Companies, Inc.减持ASMPT(00522)96.17万股每股作价约173.11港元

博时港交所韩交所半导体指数ETF今日正式登陆港交所

手机产业链板块走软联想集团（00992）跌3.3% 里昂指iPhone 18 Pro及Pro Max等候时间延长

HBM规格降级是市场误读？小摩：2026-2028年需求复合增速仍达63%

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.etasphere.com/hans/stock/03516/news?page=5"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"03516","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"03516\",,,,,undefined,":{"symbol":"03516","market":"HK","secType":"STK","nameCN":"博时港交所韩交所半导体指数ETF","latestPrice":8.9,"timestamp":1791790826522,"preClose":9.165,"halted":0,"volume":125400,"delay":0,"changeRate":-0.028914348063284103,"floatShares":5600000,"shares":5600000,"eps":0,"marketStatus":"未开盘","change":-0.265,"latestTime":"10-12 15:40:26","open":9.08,"high":9.08,"low":8.9,"amount":1121484,"amplitude":0.01964,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1791855000000},"marketStatusCode":0,"adr":0,"listingDate":1790179200000,"exchange":"SEHK","adjPreClose":9.165,"nav":9.2716,"bidAskSpread":0,"openAndCloseTimeList":[[1791768600000,1791777600000],[1791781200000,1791792000000]],"volumeRatio":2.3282584508536592,"lotSize":100,"spreadScale":3,"tradeCurrency":"HKD"},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"03516\",,,,,undefined,":{"symbol":"03516","floatShares":5600000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":2.3282584508536592,"shares":5600000,"dividePrice":0,"high":9.08,"amplitude":0.01964,"preClose":9.165,"low":8.9,"week52Low":8.9,"pbRate":"--","week52High":9.955,"institutionHeld":0,"latestPrice":8.9,"eps":0,"divideRate":0,"volume":125400,"delay":0,"ttmEps":0,"open":9.08,"prevYearClose":10,"prevWeekClose":9.165,"prevMonthClose":9.595,"prevQuarterClose":9.595,"fiveDayClose":9.9,"twentyDayClose":10,"sixtyDayClose":10},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/03516\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"03516\",market:\"HK\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"03516\",market:\"HK\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"03516\",pageSize:20,pageCount:5,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2671648902","title":"三星电子预计2029年代工客户将增至2017年的约4倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2671648902","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671648902?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 09:46","pubTimestamp":1790646368,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["03516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671850269","title":"日韩股市走弱，KOSPI低开0.7%，SK海力士、三星逆势上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2671850269","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671850269?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 08:33","pubTimestamp":1790642017,"startTime":"0","endTime":"0","summary":"TradingKey - 9月29日，日韩股市早盘表现偏弱，日本日经225指数（JPN225）开盘下跌0.49%，报65,557.99点，随后跌幅收窄至0.37%，报65,636.03点；韩国综合股价指数（KOSPI）低开0.7%，报6,844.41点，随后跌幅收窄至0.25%，报6,872.71点。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240422/e4f79441dea6c1f14b00ba3b974eab17.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240422/e4f79441dea6c1f14b00ba3b974eab17.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/more/262190730-japan-south-korea-stocks-kospi-nikkei-softbank-sk-hynix-samsung-kioxia-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07709","03516","FLKR","HYNX","SKHL","SKHYV","LU0823397103.USD","SKHN","SKHZ","SKDD","VXUS","SK","EEMO","EMXC","EWY","LU1956131251.USD","LU0823413587.USD","BK4141","RAM","SKUU","SPEM","KORU","BK4585","BK4588","SKHU","BK4535","SKHA","LU0823413660.USD","SKHY","RAMZ","EDZ","SKHX","SKHQ","MKOR","DRAL","LU0823397285.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671296257","title":"韩国KOSPI跌破7000，换手率创年内新低，散户、外资单月净卖超33万亿韩元","url":"https://stock-news.laohu8.com/highlight/detail?id=2671296257","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671296257?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 04:09","pubTimestamp":1790626160,"startTime":"0","endTime":"0","summary":"韩国股市$交投$持续降温，KOSPI换手率连续六个月下滑至年内最低水平，散户与外资同步净卖出逾16万亿韩元，市场等待美国PCE数据及美光财报提供方向指引。韩国交易所数据显示，本月1日至23日，KOSPI上市股票日均换手率降至0.50%，为今年以来最低。$三星电子$与$SK海力士$股价单日分别下挫逾5%，拖累指数于28日重新跌破7,000点关口，报收6,889.74点。在此之前，KOSPI能否重新站稳7,000点，仍有赖于外部环境的配合。","market":"hk","thumbnail":"https://static.tigerbbs.com/a6c7e1f1414a3ac67796f55e8be77571","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a6c7e1f1414a3ac67796f55e8be77571"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3782672","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187250183","title":"美股半导体、存储、光通信概念股普跌，ARM、Credo跌超9%，英特尔、SK海力士、闪迪跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187250183","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187250183?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 22:53","pubTimestamp":1790607186,"startTime":"0","endTime":"0","summary":"9月28日，美股半导体、存储、光通信概念股普跌，$高通(QCOM)$、ARM跌超7%，$英特尔(INTC)$、$SK海力士(SKHY)$跌超4%，$闪迪(SNDK)$、$Credo(CRDO)$跌超3%，$康宁(GLW)$、Lumentum、$Ciena科技(CIEN)$跌超2%。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1956131251.USD","GB00BDT5M118.USD","FTXL","LU1066051811.HKD","LU1720051108.HKD","LU2290526834.HKD","LU2322448957.HKD","BK4598","LU2247934214.USD","IE00BVYPNP33.GBP","SNDG","FFTY","SQCOMmain","SG9999015986.USD","LU2764262908.HKD","BK4020","LU1084165304.USD","LU2106854487.HKD","LU1992135399.USD","LU1066051498.USD","LU0321505868.SGD","GLWG","QCOM","LU0321505439.SGD","BK4575","IE000WAW04H5.SGD","AIQ","LU0205193047.USD","SCHM","IE00BFMHRM44.USD","SKHX","CRDO","IE0000B7K699.USD","LU0149725797.USD","LU0868494708.USD","INT","SG9999001424.SGD","LU0823421333.USD","LU0868494617.USD","SNDC","07709","LU2089985449.USD","CIEN","PTF","GLW","LU0823397285.USD","SKHYV","TRFK","LU2931357623.SGD","LU0859254822.USD","QCMD","LU0012050646.USD","BK4550","LU1852331112.SGD","03516","LU1804176565.USD","BK4609","LU0240877869.USD","LU0719512351.SGD","LU2322448791.USD","LU2357305700.SGD","TMSL","LYTE","SG9999015952.SGD","LU1244550494.USD","CRD","LU0823397103.USD","IE000SO60NU8.SGD","BK4512","LU0097036916.USD","EEMO","LU0823413660.USD","SKHU","LU0061475181.USD","LU0187121727.USD","BK4543","BK4605","MPWC","BK4585","FCUS","SKHZ","HK0000914660.USD","BK4588","EDZ","LEGR","LU0348723411.USD","LU0823413587.USD","BK4148","LU0048573561.USD","BK4529","SNXX","LU2473716301.USD","TTEQ","IE00BVYPNQ40.USD","LU2063271972.USD","DISK","SKHA","LU1992135472.HKD","SG9999002232.USD","IE000BZT7R73.USD","SKUU","LU0081259029.USD","BK4579","LU0106261612.USD","LU2360107168.USD","IE00BGHQDM52.EUR","LU1548497426.USD","BK4535","IE000M9KFDE8.USD","LU1066051225.USD","LU1232071149.USD","LU2360106780.USD","FOTO","CIEG","CIEX","CHPS","LU1244550221.USD","LU1917777945.USD","SKHN","HYNX","LU0154236417.USD","OPTZ","IE00BMPRXN33.USD","RAM","BK4527","INTC","LU2272731600.USD","LU0823421416.USD","LU1720051017.SGD","LU1861215975.USD","LU2265009873.SGD","LU2272731782.SGD","IE000F7OJYX1.SGD","LU2543165471.USD","LU0082616367.USD","BK4612","TDV","LU1046421795.USD","SKHY","LU0205194284.USD","LU0942090050.USD","LU1974910355.USD","BK4554","XTL","LU2720916845.USD","QQQA","LU0251131958.USD","LU2764263203.CNY","LU0154245756.USD","RULE","LUMA","BK4534","ARMW","LU2272731865.HKD","LU1119994496.HKD","IE00BSNM7G36.USD","LU2023250504.SGD","LU0274383776.USD","SK","BK4170","SINTCmain","LITE","LU0053671581.USD","BK4532","LU0742534661.SGD","LU1066053197.SGD","SKDD","SOXX","SG9999002224.SGD","BK4604","MPWX","SG9999015978.USD","LU2357627491.SGD","AIPI","ARMA","LU1035775433.USD","LU0154245673.USD","SNDK","LU2244417387.USD","SNDU","BK4515","SCHA","LU0056508442.USD","DRIV","SKHQ","LU1069344957.HKD","HK0000304805.HKD","ARMG","INYY","HK0000304797.USD","LINT","LU0054578231.USD","LU0079474960.USD","ARM","HK0000914686.HKD","LU1496350502.SGD","LU1989764664.SGD","BK4141","LU1861220033.SGD","BK4533","BK4573","BK4581","QCML","LU0251142724.SGD","IE00BMPRXR70.SGD","LU2764263039.SGD","QQQG","COWG","SNDQ","LU1823568750.SGD","IE000MB6IJN5.SGD","SPRX","INTW","SKHL","LU1244550577.SGD","XNTK","BK4561","AIS","CRDU","LU2148611432.USD","SG9999015945.SGD","FSMD","SIXG","BK4602","LU0963586101.USD","LU0266013472.USD","QCMU","CNAV","IE00BMPRXQ63.HKD","LU2250418816.HKD","LU0240878834.USD","IE0009354923.USD","LU1261432733.SGD","ARMU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670139233","title":"SK海力士（SKHY）盘前承压下跌4.42% 市场忧虑Solidigm独立上市将加剧折价风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2670139233","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670139233?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 17:21","pubTimestamp":1790587284,"startTime":"0","endTime":"0","summary":"引发市场波动的核心原因在于，有媒体报道称SK海力士旗下的美国数据存储产品制造商Solidigm正在评估最早于明年赴美上市的可能性，其潜在估值最高可达1000亿美元。韩国企业治理论坛此前明确指出，Solidigm作为SK海力士通过美国子公司控制的“孙公司”，若进行独立IPO，将进一步增加集团内部的多层所有权结构，加剧折价风险。该机构已于此前敦促SK海力士放弃该上市计划，但市场对治理结构恶化的担忧依然触发了此轮抛盘。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306530","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SKDD","BK4141","IPOS","LU0823397103.USD","LU0823413660.USD","SKHX","RAMZ","SKHU","RAM","SKUU","EEMO","LU0823413587.USD","SKHN","LU1956131251.USD","SKHL","SKHZ","03516","LU0823397285.USD","07709","DRAL","SKHQ","EDZ","HYNX","SK","SKHYV","SKHA","SKHY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670287967","title":"美国存储芯片股盘前走低，SK海力士、闪迪跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670287967","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670287967?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 16:04","pubTimestamp":1790582695,"startTime":"0","endTime":"0","summary":"美国存储芯片股盘前走低，SK海力士、闪迪跌超3%","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202609283885213237.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202609283885213237.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["MUZ","MUU","SKHZ","MUD","MULL","SKHA","LU0823413587.USD","SKDD","LU0823413660.USD","MUYY","RAMZ","MUG","DRAL","SKUU","SKHX","SKHN","SKHYV","SKHL","07709","LU0823397103.USD","03516","SKHQ","SKHY","EDZ","SK","LU1956131251.USD","RAM","SKHU","LU0823397285.USD","BK4141","HYNX","MIC","EEMO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670840342","title":"ETF异动 | 华泰盈科港韩半导体指数ETF(03569)跌超5% 港韩半导体股集体走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2670840342","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670840342?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 15:28","pubTimestamp":1790580494,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华泰盈科港韩半导体指数ETF跌超5%，截至发稿，跌5.38%，报7.58港元，成交额133.26万港元。消息面上，华泰盈科港韩半导体指数ETF于9月28日正式上市，该ETF跟踪的香港交易所韩国交易所半导体指数，符合港股通资格的香港上市公司权重占比约60%，韩国交易所上市公司权重约40%，属于当前备受市场关注的“60/40”ETF品种。9月28日，亚太市场科技股大跌。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1501400.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03516","BK4588","BK4585","BK4550","FDN","03569"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670784289","title":"传SK海力士旗下美国芯片及硬盘子公司Solidigm考虑明年上市 拟筹150亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2670784289","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670784289?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 14:09","pubTimestamp":1790575740,"startTime":"0","endTime":"0","summary":"《路透社》引述消息人士报道，SK海力士(SKHY.US)  旗下美国子公司Solidigm正考虑最快于明年上市，估值可能高达1,500亿美元。据悉，Solidigm考虑透过IPO集资150亿美元，包括交易规模及时间表在内的计划仍处于早期阶段，可能会根据市场状况而有所改变。总部位于美国加州的Solidigm，是SK海力士在美国的NAND闪存及固态硬盘(SSD)的子公司。SK海力士发声明称，Solidigm正在评估各种加强竞争力的战略选择，目前尚未有最终定案。(mn/j)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240806175912067_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240806175912067_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1546687/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1546687/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["159813","03516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670289132","title":"“孙公司”Solidigm潜在千亿美元美股IPO加剧股权结构担忧 SK海力士股价应声走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2670289132","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670289132?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 14:03","pubTimestamp":1790575381,"startTime":"0","endTime":"0","summary":"然而，Solidigm潜在的上市消息却被投资者解读为利空。此外，投资者还担心Solidigm的上市将导致股权稀释。一旦Solidigm独立上市，SK海力士现有股东对这块正处于AI驱动超级周期的NAND资产的权益占比将被稀释，利润将分流给外部股东。Solidigm的高密度产品与上述需求形成了具体连接。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1501354.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["FRHC","SKHZ","LU0823397103.USD","SK","SKHA","SKHQ","SKHX","SKHY","IPOS","SKDD","RAMZ","EEMO","HYNX","KCE","LU1956131251.USD","LU0823413660.USD","SKHL","REDS","07709","DRAL","03516","LU0823413587.USD","SKUU","RAM","SKHYV","SKHU","BK4127","SKHN","LU0823397285.USD","BK4141","EDZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670286311","title":"《大行》里昂引述三星电子管理层料AI内存超级周期持续  估HBM明年大幅加价","url":"https://stock-news.laohu8.com/highlight/detail?id=2670286311","media":"阿斯达克财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670286311?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 12:56","pubTimestamp":1790571360,"startTime":"0","endTime":"0","summary":"里昂发表研究报告，引述三星电子管理层对内存周期保持乐观，强调AI带动需求持续超出供应，HBM定价料于2027年大幅上调，长远需求能见度亦透过与主要客户的长期协议改善。该行指出，三星对HBM前景信心强，预期2027年合约重新谈判后平均售价将急升，令HBM成为2027年首季起最大盈利增长动力之一。HBM利润率扩张速度快于传统DRAM，即使部分客户转向较低内存配置，三星视为供应驱动问题，并预期内存紧绌及平均售价强势持续。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260731175102767_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260731175102767_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1546677/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1546677/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["03516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670838912","title":"三星电子加快平泽 P5 首条量产线建设，设备导入目标提前至明年二季度","url":"https://stock-news.laohu8.com/highlight/detail?id=2670838912","media":"链捕手","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670838912?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 11:14","pubTimestamp":1790565263,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 ZDNet Korea 9 月 28 日报道，三星电子正加快平泽第五园区（P5）首条量产线（Ph1）建设，并与主要设备厂商讨论将 Ph1 设备搬入目标从原定明年三季度提前至明年二季度。P5 是以 2028 年投产为目标的下一代半导体生产基地，今年三季度已开始建设 Ph1 洁净室。三星电子此前已将原定明年初完成的 P5 Ph1 洁净室建设提前约 6 个月，设备导入因此预计在明年三季度左右。业内人士称，设备搬入开始时间拟从明年 7 月至 8 月提前至明年 5 月至 6 月前后；另有人士表示，三星甚至提出明年一季度先交付设备、由其他地点暂存，显示其提前投资意愿较强。P5 第二阶段（Ph2）投资讨论也在推进。目前 Ph1 更可能建设为 DRAM 与 HBM 产线，Ph2 则更可能建设为包括第十代（V10）在内的先进 NAND 产线。设备业人士称，正式采购订单尚未下达，但三星已与合作方讨论将 Ph2 建成 NAND 产线，并因设备交付周期较长，要求提前备妥相关零部件。报道称，全球大型科技公司增加 AI 基础设施用高性能 DRAM 与 NAND 订单，而三星等存储企业产能有限。三星在 7 月二季度业绩电话会上曾表示，今年未能满足的需求将延至明年，明年供应短缺将比今年更严重，并预计短缺将持续至 2028 年。 ","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2292610","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07747","BK4170","BK4543","SSNLF","03516","07347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670400803","title":"SK海力士、三星电子跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670400803","media":"经纬科创","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670400803?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 09:36","pubTimestamp":1790559360,"startTime":"0","endTime":"0","summary":"28日，韩国KOSPI指数低开，盘中跌幅超1%。截至发稿，三星电子跌3.15%，SK海力士跌3.38%。三星电子股价来源：WindSK海力士股价来源：Wind(文中观点仅供参考，不构成投资建议，投资有风险，入市需谨慎。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://hk.eastmoney.com/a/202609283884670355.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://hk.eastmoney.com/a/202609283884670355.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["07347","SKUU","SKHN","HYNX","RAMZ","SKHZ","SK","EEMO","LU0823397103.USD","BK4141","LU0823413660.USD","BK4170","DRAL","07747","SKHY","SKHYV","SKHQ","SSNLF","07709","LU1956131251.USD","BK4543","SKHX","03516","EDZ","SKHU","LU0823397285.USD","SKDD","RAM","LU0823413587.USD","SKHA","SKHL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670147626","title":"存储巨头SK海力士子公司考虑最早明年IPO，上市进程本周迈出实质性一步，估值高达1500亿美元，将刷新美股半导体公司纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=2670147626","media":"经纬科创","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670147626?lang=zh_cn&edition=fundamental","pubTime":"2026-09-26 16:44","pubTimestamp":1790412297,"startTime":"0","endTime":"0","summary":"据路透社26日报道，存储巨头SK海力士旗下的控股子公司Solidigm（思得）正在考虑最早于明年进行IPO，拟募资150亿美元，目标估值可能高达1500亿美元。报道称，Solidigm本周与多家争取担任其IPO承销商的投行举行了竞标陈述会。这一业内称为“bake-off”的遴选程序，标志着上市进程迈出实质性一步。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609263884399233.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609263884399233.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["EEMO","REDS","SKHA","SKHY","LU0823413660.USD","EDZ","RAMZ","BK4127","SKDD","SKHQ","IPOS","SKHX","03516","LU1956131251.USD","BK4141","07709","LU0823397103.USD","SKUU","SKHN","DRAL","RAM","SK","MPWC","LU0823397285.USD","HYNX","LU0823413587.USD","SKHU","SKHZ","FRHC","MPWX","SKHYV","KCE","SKHL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670219714","title":"报道：SK海力士旗下Solidigm最快明年在美IPO，估值或高达1500亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2670219714","media":"华尔街见闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670219714?lang=zh_cn&edition=fundamental","pubTime":"2026-09-26 10:23","pubTimestamp":1790389416,"startTime":"0","endTime":"0","summary":"据媒体报道，Solidigm潜在估值最高达1500亿美元，目标募资规模150亿美元，有望成为美国半导体史上规模最大的IPO。Solidigm本周已与多家投行就IPO承销商举行竞标会议，标志着上市进程迈出实质性一步。Solidigm主营业务为NAND闪存及固态硬盘，客户包括CoreWeave、戴尔等。","market":"us","thumbnail":"https://static.tigerbbs.com/8bdeb8408e01fc42dbaecf9f35f22d3e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8bdeb8408e01fc42dbaecf9f35f22d3e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3782555","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["REDS","RAMZ","SKHQ","07709","EEMO","SKHL","SK","LU1956131251.USD","SKHY","EDZ","SKHYV","SKUU","LU0823413660.USD","KCE","SKHU","LU0823397103.USD","HYNX","DRAL","BK4141","SKHA","03516","SKHZ","BK4127","RAM","SKHN","LU0823397285.USD","SKDD","LU0823413587.USD","SKHX","IPOS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670478351","title":"AI智能体越惊艳，存储越值钱! SK海力士旗下NAND业务版图酝酿千亿美元美股IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2670478351","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670478351?lang=zh_cn&edition=fundamental","pubTime":"2026-09-26 09:35","pubTimestamp":1790386533,"startTime":"0","endTime":"0","summary":"在这一背景下，SK海力士旗下Solidigm正考虑最早于2027年在美国进行首次公开募股，并与潜在顾问洽谈上市事宜。知情人士表示，这家全球第二大DRAM/NAND存储芯片制造商正与潜在顾问洽谈旗下这家NAND闪存业务子公司的美股上市事宜。2021年，SK海力士收购英特尔的闪存芯片业务并将其更名为“Solidigm”，这家公司随之亮相。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1501088.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["REDS","DRAM","MUZ","RAMZ","SKHQ","07709","EEMO","SKHL","SK","LU1956131251.USD","SKHY","MIC","EDZ","SKHYV","SKUU","159819","KCE","LU0823413660.USD","MUYY","SKHU","LU0823397103.USD","HYNX","MUG","MUU","DRAL","BK4141","SKHA","03516","SKHZ","DRMY","BK4127","RAM","SKHN","DISK","DRMP","FRHC","MULL","BK4588","LU0823397285.USD","MUD","SKDD","LU0823413587.USD","SKHX","IPOS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670412097","title":"ASMPT(00522)出现大手买入5.31万股，成交价$162.5，涉资862.875万","url":"https://stock-news.laohu8.com/highlight/detail?id=2670412097","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670412097?lang=zh_cn&edition=fundamental","pubTime":"2026-09-25 11:21","pubTimestamp":1790306460,"startTime":"0","endTime":"0","summary":"[大手成交]ASMPT(00522)在上午11:21出现大手买入，成交量为5.31万，成交价为港币$162.5，涉资862.875万。至目前为止，股价跌2.229%，今日最高价为$164.0，而最低价为$160.8，总成交量为68.911万股，总成交金额港币$1.125亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609253915/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609253915/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1282649141.HKD","LU1823568750.SGD","LU1282649067.USD","LU0314109678.HKD","LU1282649810.SGD","LU0348766576.USD","LU0348825331.USD","BK1589","LU0348783233.USD","LU0417516738.SGD","MCHS","LU0417516571.SGD","BK1614","LU0348767384.USD","LU0540923850.HKD","LU0348784397.USD","00522","LU1328277881.USD","LU0634319403.HKD","LU0384037296.USD","LU0274383008.USD","LU1813983027.USD","LU2039709279.SGD","LU0348735423.USD","LU0011963245.USD","LU1046421795.USD","SG9999000459.SGD","03516","SG9999001903.USD","LU0648948544.HKD","LU1235294995.USD","IE0008369823.USD","LU0488056044.USD","SG9999000475.SGD","LU0227179875.USD","LU0417516902.SGD","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669249378","title":"The Capital Group Companies, Inc.减持ASMPT(00522)96.17万股 每股作价约173.11港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2669249378","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669249378?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 20:50","pubTimestamp":1790254206,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新数据显示，9月22日，The Capital Group Companies, Inc.减持ASMPT(00522)96.17万股，每股作价173.1101港元，总金额约为1.66亿港元。减持后最新持股数目约为2457.00万股，最新持股比例为5.86%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1500746.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0348825331.USD","BK1589","LU1282649067.USD","LU0348767384.USD","LU0384037296.USD","LU1328277881.USD","LU0348766576.USD","IE0008369823.USD","LU0540923850.HKD","LU0274383008.USD","LU1046421795.USD","LU0348784397.USD","LU1823568750.SGD","LU0648948544.HKD","LU1813983027.USD","SG9999001903.USD","LU0348783233.USD","LU0488056044.USD","LU1282649810.SGD","MCHS","LU0417516738.SGD","LU0417516902.SGD","BK1614","LU0011963245.USD","LU1282649141.HKD","EWH","03516","LU0227179875.USD","LU2039709279.SGD","SG9999000475.SGD","LU0314109678.HKD","LU1235294995.USD","00522","SG9999000459.SGD","LU0634319403.HKD","BK1169","LU0417516571.SGD","LU0348735423.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105744155","title":"博时港交所韩交所半导体指数ETF今日正式登陆港交所","url":"https://stock-news.laohu8.com/highlight/detail?id=1105744155","media":"博时国际","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105744155?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 10:47","pubTimestamp":1790218049,"startTime":"0","endTime":"0","summary":"9月24日，博时基金（国际）有限公司旗下博时港交所韩交所半导体指数ETF今日正式在香港联合交易所有限公司挂牌买卖。香港交易所于2026年3月31日正式发布与韩国交易所合作打造的香港交易所韩国交易所半导体指数。","market":"hk","thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bosera.com.hk/zh-HK/infos/news/detail/12951","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"博时港交所韩交所半导体指数ETF今日正式登陆港交所","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1790218092570","symbols":["03516"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2669245375","title":"手机产业链板块走软 联想集团（00992）跌3.3% 里昂指iPhone 18 Pro及Pro Max等候时间延长","url":"https://stock-news.laohu8.com/highlight/detail?id=2669245375","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669245375?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 10:36","pubTimestamp":1790217419,"startTime":"0","endTime":"0","summary":"消息面上，里昂发表研究报告指，以9月21日查核数据，iPhone 18 Pro及Pro Max的等候时间大致较去年同期的iPhone 17 Pro及Pro Max长约一周，并较上周长1至2周。该行指出，iPhone 18 Pro等候时间介乎2至4周，中国及日本约3至4周，较其他主要市场需要更长时间，按年长约一周；iPhone 18 Pro Max等候时间介乎3至5周，中国、日本及英国约4至5周，较其他主要市场需要更长时间，按年亦长约一周。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992393","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0791591158.USD","LU1808992512.USD","LU0791590937.USD","IE0032431581.USD","LU0264606111.USD","LU0320764755.SGD","LU0348827113.USD","03516","LU1366334651.USD","LU0348825331.USD","HK0000306685.HKD","BK1193","LU0543330483.HKD","LU0862451837.USD","LU0128525689.USD","LU0572940350.SGD","LU1785774172.SGD","LU2242644610.SGD","LU0370786039.SGD","IE0034224299.USD","LU0029875118.USD","IE00B0JY6N72.USD","80992","LU0048580855.USD","HK0000320264.USD","LU0310800965.SGD","HK0000320223.HKD","LU0128522157.USD","LU1046422090.SGD","LU1366334578.USD","HK0000306701.USD","TCHI","LU0890818403.SGD","IE0003895053.USD","LU0862451753.SGD","LU1235295612.USD","LU1267930227.SGD","LU0052756011.USD","BK1607","LU0572939691.SGD","LU0672654166.SGD","BK1526","LU0561508036.HKD","LNVGY","LU0049112450.USD","LU0417516902.SGD","LU0972618739.USD","00992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669458409","title":"HBM规格降级是市场误读？小摩：2026-2028年需求复合增速仍达63%","url":"https://stock-news.laohu8.com/highlight/detail?id=2669458409","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669458409?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 09:43","pubTimestamp":1790214216,"startTime":"0","endTime":"0","summary":"9月24日，针对近期市场对HBM规格下调的担忧，摩根大通明确指出，即便出现降级，2026至2028年HBM比特需求复合增速仍达63%，产业始终处于供给短缺状态，价格上行趋势延续，记忆体类股仍具投资价值。HBM规格下调改变的是产品组合，而非需求总量。小摩上调2026-2027年HBM需求、2028年需求下调，三年累计位元需求总量基本维持在1630亿Gb不变。HBM市场规模预计在2027-2028年达1600亿至2820亿美元，占三星、SK海力士、美光三大厂商DRAM总营收的18%至24%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/09/24094358528002.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["MUYY","LU2168563687.JPY","LU1670627923.USD","DRMY","LU0211326839.USD","IYF","LU0345769128.USD","LU0048584097.USD","DRAM","BK4588","DRMP","VFH","IXG","KBWB","MUU","RAM","MULL","LU1894683348.USD","03516","JPMO","DRAL","FNCL","LU1496350171.SGD","LU0006306889.USD","MIC","TRUF","LU2168564495.EUR","IE000WAW04H5.SGD","UYG","DISK","LU0820561818.USD","LU1267930490.SGD","LU0882574139.USD","MUZ","FTXO","IE000F7OJYX1.SGD","LU2505996509.AUD","MUD","HBMX","MUG","LU2552382132.HKD","LU1084165304.USD","LU2023250843.SGD","IYG","LU0234572021.USD","JPO","XLF","LU1116320737.USD","TFNS","RAMZ","LU0942090050.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":6,"pageCount":5,"totalSize":114,"code":"91000000","status":"200"}]}}