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Tema Memory ETF
32.89
-1.2289
-3.60%
成交量：
16.07万
成交额：
527.86万
市值：
7,071.59万
市盈率：
- -
高：
33.12
开：
32.36
低：
32.13
收：
34.12
52周最高：
50.46
52周最低：
28.35
股本：
215.00万
流通股本：
215.00万
量比：
1.42
换手率：
7.48%
股息：
- -
股息率：
- -
净资产收益率：
--
总资产收益率：
--
市净率：
--
市盈率(LYR):
- -
数据加载中...
总览
公司
新闻资讯
公告
盘前拉升，存储芯片巨头集体走高！中概股大涨
滚动播报
·
10/09
美股存储芯片股盘前多数上涨
第一财经
·
10/09
TDK 磁头争夺系误读，希捷(STX.US)西数(WDC.US)遭错杀
智通财经
·
10/09
Counterpoint：无需担忧 HBM 内存需求放缓，更高堆叠仍是行业趋势
同花顺
·
10/09
8万亿巨头大跌！两大利空，发酵！
同花顺
·
10/09
突然少了200亿美元，OpenAI带崩AI股
格隆汇
·
10/09
AI存储真的全面短缺吗？从HBM扩产到普通DRAM涨价的供给传导
同花顺
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OpenAI营收“注水”200亿美金？一篇报道炸崩美股
BitPush
·
10/09
隔夜美股 | AI业绩担忧再起 纳指跌超1% 美光科技(MU.US)跌超4%
智通财经
·
10/09
周四，美股存储芯片与硬件供应链指数收跌3.78%，报201.83点，创9月17日以来收盘新低。成分股全线溃败，闪迪收跌4
智通财经
·
10/09
希捷科技公司(STX)股票10月8日盘中下跌3.64%：关键驱动因素揭晓
TradingKey中文
·
10/09
美光科技(MU)股票10月8日盘中下跌3.91%：释放什么信号？
TradingKey中文
·
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闪迪(SNDK)股票10月8日盘中下跌3.06%：原因全解读
TradingKey中文
·
10/08
美股散户资金重新涌向科技股，小摩：英伟达上周吸金8.34亿美元，存储芯片股受追捧
智通财经
·
10/08
美股半导体板块持续走低，ARM跌超5%，英特尔跌超4%
老虎资讯综合
·
10/08
美股存储板块盘初普跌，美光跌0.96%
每日经济新闻
·
10/08
集邦咨询：成本压力转向需求端 预期2027年全球笔记本出货量将呈低个位数衰退
智通财经
·
10/08
谁领跑AI智能体竞赛重要吗？华尔街正形成新共识：无论Meta、OpenAI还是谷歌赢，芯片、内存、电力都赢
智通财经
·
10/08
DA Davidson维持美光科技（MU）买入评级 目标价上调至3000美元
金吾财讯
·
10/08
机构测算2030服务器CPU市场2090亿美元
金吾财讯
·
10/08
更多
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Max的零部件产量。其中两名人士表示，苹果本月的零部件订单较最初要求的至少削减了15%。另一名知情人士称，这可能与苹果调整iPhone机型的发布计划有关。","market":"other","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://finance.sina.com.cn/jjxw/2026-10-09/doc-iniurmnf2889323.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":"sina","symbols":["LU1868838027.USD","HK0000304797.USD","LU0348723411.USD","BK4558","SMSFTmain","LU0797268264.HKD","LU0496365809.HKD","BK4605","LU0130102774.USD","FDTX","LU2048586759.USD","LU0898699433.AUD","LU2404859741.USD","LU0211326839.USD","LU2106854487.HKD","LU2506952097.USD","LU0095938881.EUR","RTH","LU1883839398.USD","LU0208291251.USD","LU0211331839.USD","LU0889566641.SGD","LU1815336760.USD","IE00B5MMRT66.SGD","LU0006306889.USD","DRMY","LU0320765059.SGD","LU0444973449.USD","LU0061474705.USD","LU0882574139.USD","INYY","LU0823421416.USD","LU2322448791.USD","IE00B3M56506.USD","LU0082616367.USD","LU2463028550.USD","LU2506951875.HKD","MSFW","IE00BYXW3230.USD","LU1712237335.SGD","LU2461242641.AUD","TSLO","SPTE","IE00BF5LJ272.USD","LU0323591593.USD","LU0133085943.USD","LU0820561818.USD","LU0960925559.SGD","LU0234570918.USD","ESLG","SG9999015978.USD","IE000SO60NU8.SGD","TESC","LU0228659784.USD","BK4587","LU2089284900.SGD","NVDY","LU2168564222.USD","LU1366333091.USD","LU2491050071.SGD","09388","AAPB","LU0266013472.USD","LU2236285917.USD","AMDG","DIPS","ROM","SMU00main","BK4607","MSFU","NVIW.SI","LU1923622291.USD","LU0316494557.USD","LU0683600562.USD","LU0965509283.SGD","BK4538","LU2357627491.SGD","LU0256863811.USD","LU0345770308.USD","LU1059921491.USD","SGXZ23171101.USD","SG9999002224.SGD","LU0823414551.USD","DISK","LU1127390331.HKD","WISE","JGRO","LU0390134368.USD","BK4614","LU0029864427.USD","LU0784383803.USD","LU0048580855.USD","LU0080751232.USD","LU2271345857.HKD","SMOG","SINTCmain","LU2065170008.USD","SOXQ","LU0154236417.USD","LU0124676726.USD","LU0345769631.USD","CQTM","LU0251142724.SGD","LU1201861249.SGD","BK4535","BK4553","LU0823434583.USD","LU1074936037.SGD","LU0880133367.SGD","LU0157215616.USD","AMYY","LU2326559502.SGD","LU0067412154.USD","IE00BQXX3C00.GBP","IE00BDCRKT87.USD","LU0106261372.USD","ABFL","LU0348825331.USD","LU2250418816.HKD","LU0127658192.USD","BK4612","LU2552382058.USD","TEST","LU0651947912.USD","LU1066051811.HKD","TSLS","TRUC","SAMD0main","LU2404859667.USD","LU1989773731.SGD","AMZN","LU0256863902.USD","LU0370786039.SGD","LU0327786744.USD","LU0006061336.USD","LU0795875169.SGD","BK4511","IE00B5TLWC47.USD","LU0310800379.SGD","LU1496350171.SGD","LU1769817096.USD","INTW","LU2133065610.SGD","LU1823568750.SGD","NERD","LU0130518102.USD","09961","LU1116320901.HKD","09626","IE00B3SWFQ91.USD","LU1153585028.USD","NVDQ","LU1066053197.SGD","TSLA","LU0417517546.SGD","LU1242518931.SGD","LU1244550494.USD","MIC","LU0820561909.HKD","SMHX","LU1815333072.USD","AIS","FTEC","METV","GOOW","TSLY","SG9999014914.USD","LU0823414478.USD","GGLL","LU2148611432.USD","USAW.SI","LU0308772762.SGD","09766","LU0477156953.USD","IE00B1BXHZ80.USD","LU2211815571.USD","NVDO","SOCL","IE00BLSP4452.SGD","AMZP","TSLP","VT","LU2347655156.SGD","LU0957791311.USD","LU1720051017.SGD","LU1769817179.HKD","LU1917777945.USD","BK4534","LU2272731865.HKD","LU1861215975.USD","LU2054465674.USD","TLA","LU0203345920.USD","LU2065171402.SGD","LU2931357623.SGD","STXU","BK4549","HERO","LU0329678337.USD","LU2237443465.HKD","LU1181866309.USD","LU0323240290.USD","LU1814569148.SGD","LU0878866978.SGD","LU2355687059.USD","SHOC","LU0276348264.USD","LU1979441026.SGD","IE0004086264.USD","IE0034235303.USD","BK4501","LU0081259029.USD","AMZW","LU1935043536.SGD","LU2290526834.HKD","LU0821914370.USD","LU0072461881.USD","LU0545039389.USD","BK4563","IE00BJTD4N35.SGD","LU3102509885.SGD","LU2108987350.USD","LU0724617625.USD","LU0345774391.USD","LU1105468828.SGD","BK4554","LU1301847155.USD","LU2152927971.USD","CGGO","CLSE","AMDY","LU0321505439.SGD","LU1988902786.USD","FBYY","SG9999004303.SGD","LU1582987597.SGD","LU0868494617.USD","LU1334329650.SGD","IE00B4JS1V06.HKD","SG9999000418.SGD","04335","BK4533","LU1868837136.USD","LU1670711040.USD","LU0868494708.USD","LU1868837722.USD","LU2125909593.SGD","AMDU","LU0472753341.HKD","LU0719512351.SGD","LU2491049909.HKD","LI","LU2746668974.SGD","HBMX","WATS","LU0128525929.USD","BK4576","INT","BK4561","IE00B0JY6N72.USD","07788","LU1670627923.USD","IE00BJTD4V19.USD","LU0077335932.USD","IE00BFXG0V08.USD","BK4513","HK0000304805.HKD","LU1228905540.USD","LU1582986433.USD","METW","IE00BFMHRM44.USD","AIFD","LU0651946864.USD","HULL","LU2756315318.SGD","LU0052756011.USD","LU0328353924.USD","LU0353189763.USD","LU0072462426.USD","LU0792757196.USD","LU1267930730.SGD","IE0009G5SDU7.USD","MULL","LU0788109477.HKD","MU","IE00BZ1G4Q59.USD","LU1691799644.USD","LU0011850046.USD","LU1051769294.HKD","LU1974910355.USD","LU1935042488.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16:20","pubTimestamp":1791534009,"startTime":"0","endTime":"0","summary":"美股存储芯片股盘前多数上涨","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610093891275323.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/202610093891275323.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":["09747","MUYY","DRMY","FTXL","BK4588","MIC","RAMZ","DRAL","DISK","MULL","MUU","HBMX","MUD","MUG","RAM","DRMP","DRAM","MUZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674834136","title":"TDK 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交易通过概率偏低，两家公司的磁头供应安全可控。","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":"http://www.zhitongcaijing.com/content/detail/1505158.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":["LU1046421795.USD","BK4170","CNEQ","WDCC","WDCX","DRMY","STXU","CNAV","LU0203345920.USD","LU1035773651.USD","FDTX","LU0476273544.USD","LU0203347892.USD","EGGY","LU1642822529.SGD","LU0240877869.USD","BK4588","CGGO","LU1670627923.USD","QQQA","LU1983260115.SGD","QQQG","LU1670628061.USD","PTF","BK4585","STXL","IE00B19Z9Z06.USD","LU0072461881.USD","LU1069347547.HKD","WLDR","BK4512","IE00B894F039.SGD","LU0162691827.USD","LU0957808578.USD","LU1815336760.USD","GB00BDT5M118.USD","LU0444971666.USD","LU0444973449.USD","STX","STXX","RULE","LU1235294995.USD","IE00B19Z9P08.USD","FCUS","LU0154236417.USD","COWG","LU0006061336.USD","DISK","LU0081259029.USD","LU1823568750.SGD","LU0240878834.USD","WDC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674835011","title":"Counterpoint：无需担忧 HBM 内存需求放缓，更高堆叠仍是行业趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2674835011","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674835011?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 14:26","pubTimestamp":1791527160,"startTime":"0","endTime":"0","summary":" IT之家10月9日消息，机构Counterpoint Research韩国当地时间昨日根据其内部审查结果表示，最近整个存储器行业对HBM需求放缓的担忧“基于错误信息”。机构宣称，高堆叠HBM内存的普及趋势将 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10:00","pubTimestamp":1791511200,"startTime":"0","endTime":"0","summary":"万亿巨头三星传出手机减产的消息！据韩国媒体报道，三星电子旗下移动事业部(MX)已开始削减今年第四季度的智能手机产量，预计减产幅度最高可达30%。分析认为，三星减产的背后是内存价格大幅 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07:23","pubTimestamp":1791501790,"startTime":"0","endTime":"0","summary":"当地时间10月8日，美股遭遇了一场突如其来的“地震”。导火索是一篇来自英国《金融时报》的报道。该报道称，OpenAI向投资者透露，截至9月底，其年化营收“接近500亿美元”，远低于此前媒体报道的约700亿美元。对OpenAI这种公司来说，这个数字天然“虚高”。但OpenAI自己的口径，始终接近500亿。OpenAI正在寻求至少300亿美元新融资，估值据称高达1.4万亿美元。博通还在为OpenAI定制芯片安排超过500亿美元融资。","market":"hk","thumbnail":"https://images.bitpush.news/2026/10/special_cn-20261008-179150153916942614.png:1d432e53-4349-443d-a440-7ebada22650b-200x140.png","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/10/special_cn-20261008-179150153916942614.png:1d432e53-4349-443d-a440-7ebada22650b-200x140.png"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7688846","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7688846","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":"bit_push_news","symbols":["LU0106261372.USD","LU0957791311.USD","ILDR","BK4567","LU1852331112.SGD","LU2023250843.SGD","SNPE","CGBL","LU0426412945.USD","LU0426417589.USD","LU2404859741.USD","LU0174119429.USD","LU2360107168.USD","LU2249611893.SGD","AMDG","IE00BGHQDM52.EUR","LU0061475181.USD","IE00BKPKM429.USD","LU0390134368.USD","MUYY","SGXZ44715902.SGD","LU1496350171.SGD","IE00BDGV0183.EUR","NVD2.UK","SG9999001077.SGD","SG9999014880.SGD","IE00B19Z8W00.USD","IE00B7KXQ091.USD","LU0143551892.USD","LU0894485498.HKD","LU0314104364.USD","LU2211815571.USD","LU2247934214.USD","USAW.SI","SAMD0main","NVDS.UK","LU1043141396.HKD","LU2054465674.USD","DIPS","LU0211327993.USD","FAI","LU2065170008.USD","LU2491049909.HKD","AMZD","LU1400636657.SGD","LU1489326972.SGD","LU1935042215.USD","IE0000B7K699.USD","LU1720051017.SGD","CIBR","AMYY","IE00BJJMRY28.SGD","ANV","LU0742534661.SGD","LU1880398471.USD","LU2403377893.USD","VGT","IE00BYV24P56.USD","LU0395794307.EUR","LU2458330243.SGD","SG9999003800.SGD","IXN","LU0256863902.USD","MSFD","LU2360106780.USD","LU2092627202.USD","LU0345769128.USD","LU1868836757.USD","AVGX","IE00B3S45H60.SGD","IE00BJJMRX11.SGD","LU2242649171.HKD","SOXX","LU0787776722.HKD","LU1236620834.HKD","LU1633808545.USD","LU0265550946.USD","LU0528227936.USD","LU2506952170.USD","LU0323591593.USD","LU0784383803.USD","LU0472753341.HKD","LU2211814178.USD","LU0557290698.USD","LU2286300806.USD","THMR","BK4538","LU2764263203.CNY","LU0312595415.SGD","SHOC","LU1188199696.SGD","SG9999001424.SGD","LU2237443465.HKD","LU1861559042.SGD","AMAA","IE00BN8TJ469.HKD","LU2471134523.USD","IE0004445015.USD","LU0823434740.USD","LU0823434583.USD","LU0057025933.USD","LU0320765059.SGD","BK4561","LU1242518857.USD","LU2237438978.USD","LU2125154935.USD","LU0345774391.USD","LU2047632596.USD","LU0347712357.USD","LU2361045086.USD","JGRO","SG9999015358.SGD","LU1951198990.SGD","SOXQ","LU0053666078.USD","IE00BHPRN162.USD","IE00BYQQ9H92.USD","HULL","LU2125909759.SGD","LU2430703095.HKD","LU2298321311.HKD","LU0158827781.USD","IE00BQXX3C00.GBP","CLIX","WANT","LU2357125470.USD","BK4592","IE00BZ1G4Q59.USD","LU0048584097.USD","LU2404859667.USD","SG9999017495.SGD","LU0950375773.USD","LU2244417387.USD","SGXZ23171101.USD","IE00B19Z3581.USD","LU1201861249.SGD","LU0056508442.USD","LU1242518931.SGD","LU1564329461.SGD","NVYY","SG9999015978.USD","LU1316542783.SGD","LU2430703178.SGD","LU1670711123.USD","LU1721428933.USD","EMSF","LU2505996509.AUD","SG9999018857.SGD","LU1868836914.USD","BK4141","LU0889566641.SGD","TRFK","LU1861220033.SGD","PSI","BK4528","SORCLmain","LU1988902786.USD","LU0708994859.HKD","LU2095319765.USD","AGOX","LU2272731865.HKD","LU1145028129.USD","LU0289960550.SGD","LU0208291251.USD","LU1244550577.SGD","LU2168563687.JPY","LU1334329650.SGD","ORCS","LU0788109477.HKD","LU0128525929.USD","LU0757359368.USD","AVS","BK4527","LU0203202063.USD","IE0003U64NQ7.SGD","LU0170899867.USD","LU1069344957.HKD","LU1201861165.SGD","LU1221951046.USD","LU0094547139.USD","LU2237443549.SGD","LU0149725797.USD","LU0882574139.USD","MSFL","SG9999015945.SGD","LU0070217475.USD","LU0070302665.USD","LU0466842654.USD","LU0648000940.SGD","LU2168564495.EUR","LU0690374615.EUR","TTEQ","SMU00main","IE00BFSS7M15.SGD","IE00BMCWC346.EUR","LU1951200564.SGD","IE00BLSP4452.SGD","LU0079474960.USD","EGGY","IE00BFSS8Q28.SGD","IE0004086264.USD","LU1823568750.SGD","IE00B19Z9505.USD","LU2077746001.SGD","ORCZ","IE00BWXC8680.SGD","LU1974910355.USD","LU2452424414.USD","FTXL","SPTE","NVDL","LU0171293334.USD","LU0708995401.HKD","LU2168564222.USD","LU0133085943.USD","LU0251142724.SGD","LU1267930573.SGD","09788","LU1551013425.SGD","LU2462157665.USD","LU2065171402.SGD","MUG","IE0002270589.USD","LU0345774631.USD","BK4504","LU2361044949.HKD","LU0320765489.SGD","LU1941712264.USD","BOBP","SG9999015986.USD","LU1699723380.USD","LU0640476718.USD","LU1989763005.USD","LU2089284900.SGD","SG9999018865.SGD","LU0289739343.SGD","BK4533","HK0000532082.HKD","IE00B4YY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| AI业绩担忧再起 纳指跌超1% 美光科技(MU.US)跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674883712","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674883712?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 06:03","pubTimestamp":1791497025,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周四，三大指数涨跌不一，纳指跌超1%。消息称OpenAI年化营收较此前报道低200亿美元，科技股承压下挫。英伟达跌近3%，$SpaceX$、美光科技和$SK海力士$跌超4%，甲骨文和英特尔跌超5%。美国30年期房贷利率升至7.4% 创近三年新高。此次交易涉及收购私募股权公司Grain Management持有的全美800 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02:16","pubTimestamp":1791483369,"startTime":"0","endTime":"0","summary":"• 竞争对手的扩产计划引发了市场对潜在硬盘供过于求的担忧。\n• 针对某项制造资产的潜在竞标引发了对其资本支出和债务负担的担忧。\n• 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01:16","pubTimestamp":1791479764,"startTime":"0","endTime":"0","summary":"• 美光科技面临台湾罢工授权风险带来的下行压力。\n• 尽管业绩强劲，但对周期见顶的疑虑与获利了结抛盘仍引发了股价波动。\n• 技术指标显示 MACD 和 RSI 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23:16","pubTimestamp":1791472570,"startTime":"0","endTime":"0","summary":"• 受半导体板块获利回吐影响，闪迪面临下行压力。\n• 在今年经历强劲的成倍上涨后，市场开始出现估值担忧。\n• 尽管短期内市场情绪存在波动，但基本面需求依然强劲。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262206551-market-movers-sndk-20261008","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":["CNAV","QQQG","LU1861215975.USD","LU2063271972.USD","LU0353189680.USD","COWG","PTF","SNDK","FCUS","LU2290526834.HKD","LU1861220033.SGD","LU2360107168.USD","SCHM","SNXX","TMSL","SCHA","SNDG","SNDQ","BK4170","LU0963586101.USD","OPTZ","LU0054578231.USD","LU2543165471.USD","SNDC","LU2087625088.SGD","DISK","SNDU","FSMD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673003712","title":"美股散户资金重新涌向科技股，小摩：英伟达上周吸金8.34亿美元，存储芯片股受追捧","url":"https://stock-news.laohu8.com/highlight/detail?id=2673003712","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673003712?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 22:55","pubTimestamp":1791471327,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根大通最新发布的研究报告显示，随着美股进入10月，散户投资者的交易情绪开始改善，资金重新流向科技板块，尤其是人工智能、半导体及存储芯片相关股票。英伟达成为上周最受散户青睐的个股，净买入规模达到8.34亿美元，闪迪和美光科技也跻身买入榜前列。具体来看，英伟达上周获得约8.34亿美元散户净买入，位居所有个股首位。","market":"hk","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":"http://www.zhitongcaijing.com/content/detail/1504923.html","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":"stock_zhitongcaijing","symbols":["LU2458330243.SGD","LU2023250843.SGD","LU1633808545.USD","IYG","IE00BQXX3D17.EUR","BK4605","IE00B7KXQ091.USD","IE00BMPRXQ63.HKD","FXL","DSPC","LU0477156797.USD","LU0708994859.HKD","LU1244550221.USD","LU2461242641.AUD","ANV","KBWB","LU0198837287.USD","NVYY","LU0426417589.USD","LU1670627923.USD","LU0079474960.USD","LU2133065610.SGD","LU0444971666.USD","MUG","IE00BHPRN162.USD","LU0672654240.SGD","LU2237957811.SGD","BK4077","LU2213496289.HKD","IE000WAW04H5.SGD","HK0000304805.HKD","LU1084165304.USD","IE00B19Z3581.USD","LU1861220033.SGD","LU2430703095.HKD","LU0251142724.SGD","LU0256863902.USD","LU1127390331.HKD","LU2023251221.USD","LU1720051017.SGD","MUYY","LU0787776722.HKD","LU0648000940.SGD","LU1066051498.USD","MUD","LU2097344431.USD","NVDO","LU0792757196.USD","LU1400636574.HKD","LU2106854487.HKD","LU1868836914.USD","LU1116320901.HKD","NVDQ","LU0310799852.SGD","GOOL","ELOL","LU1121112475.USD","TFNS","LU1823568750.SGD","LU0158827948.USD","LU2394011477.USD","LU2552382132.HKD","WLDR","LU0323239441.USD","GOOX","LU2168564495.EUR","LU1668664300.SGD","LU2462591350.SGD","JPO","METV","LOFF","IE00B1XK9C88.USD","LU0345774631.USD","IE000M9KFDE8.USD","LU0965509010.AUD","LU1935043452.HKD","LU0265550946.USD","LU0965509101.SGD","LU1261432733.SGD","LU2413666426.HKD","FTXL","LU2420271590.USD","SHOC","LU0094547139.USD","LU0029864427.USD","LU0912757837.SGD","USD","SG9999015341.SGD","LU0211326755.USD","LU2237443978.SGD","IE000KEQY171.SGD","SG9999015986.USD","SNPE","LU0444973449.USD","IE00BQXX3C00.GBP","BK4581","LU0069063385.USD","LU2505996681.GBP","LU1244550494.USD","LU1989772840.SGD","BK4527","LU0157215616.USD","IE00B19Z3B42.SGD","LU2360106780.USD","XLF","LU0784384876.USD","LU0345768153.USD","SG9999001424.SGD","LU2111349929.HKD","ROM","HK0000914660.USD","LU0061475181.USD","LU1037948897.HKD","07388","LU0238689110.USD","LU0689626769.HKD","LU2954938101.SGD","USXF","GOGL","LU2746668461.USD","LU0965508806.USD","LU1983260115.SGD","SPAL","SPCH","SMH","LU0097036916.USD","LU0395794307.EUR","LU1221951046.USD","LU1280957306.USD","LU2048586759.USD","LU1674673428.USD","NVDY","LU1821325948.USD","LU1861558580.USD","LU0006306889.USD","BK4207","CQTM","LU0310800965.SGD","LU2244417387.USD","LU1066053197.SGD","IE000ITXATA3.USD","LU0080751232.USD","IYF","ESLG","LU0154236417.USD","LU2592432038.USD","LU0072462426.USD","LU2272731782.SGD","WUGI","LU0980610538.SGD","LU2473716301.USD","IE000W1ABFV2.USD","LU2249611893.SGD","SG9999015978.USD","LU0889565833.HKD","LU1032466523.USD","LU0353189680.USD","IE00BYXW3230.USD","BK4553","LU0724617625.USD","LU0234570918.USD","LU2433249047.HKD","LU1935043536.SGD","LU2211815571.USD","LU2028103732.USD","NVII","IE00BN29S564.USD","BK4561","LU1201861249.SGD","BK4574","IE00B4YYXB79.USD","LU1629891620.HKD","NVDB","BK4585","LU2860962120.EUR","LU1670756490.USD","MIC","LU2491049909.HKD","LU1992135472.HKD","LU1732800096.USD","PSI","TRUC","LU2047632596.USD","LU0211328371.USD","LU0314106906.USD","IE0004086264.USD","LU2290526834.HKD","LU1852331112.SGD","LU1699723380.USD","LU1880398471.USD","BK4533","LU0082616367.USD","LU2250418816.HKD","LU2275660780.HKD","LU2417539215.USD","LU0070302665.USD","IE00BKDWB100.SGD","TRFK","LU1894683264.USD","IXG","LU1496350171.SGD","LU2362541513.USD","LU2092937148.SGD","IE00B19Z8W00.USD","LU1914381329.SGD","GGLS","LU0158827781.USD","LU1144417596.USD","SG9999014559.SGD","BK4139","LU0476273544.USD","LU0345769128.USD","LU1934455277.USD","LU0949170426.SGD","LU2097344357.USD","LU2125154778.USD","BK4534","LU0742534661.SGD","SG9999000418.SGD","LU1839511570.USD","LU1923622291.USD","IXN","IE0004445015.USD","LU2237438978.USD","BK4575","LU0314104364.USD","LU2264538146.SGD","AIFD","LU1988902786.USD","BK4516","VOX","LU2237443895.HKD","LU0784383803.USD","LU0640476718.USD","LU0234572021.USD","LU2637965513.SGD","HK0000819398.USD","LU0096364046.USD","LU0868494617.USD","ORBX","LU1935043023.USD","SPTE","IE00BQXX3F31.USD","LU1720051108.HKD","BK4514","IE00B3SWFQ91.USD","SG9999004303.SGD","BK4614","LU1046421795.USD","NVDW","IE00B3M56506.USD","TTXU","IE00BZ199S13.USD","LU2272731600.USD","LU0985320562.USD","LU2404859741.USD","LU1366333091.USD","FTEC","LU0823414551.USD","LU0345770993.USD","LU0081259029.USD","LU12679307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21:19","pubTimestamp":1791465558,"startTime":"0","endTime":"0","summary":"集邦咨询目前预期2027年全球笔记本出货量将呈低个位数衰退，但若DRAM与CPU价格维持高位，品牌被迫扩大成本转嫁，导致终端售价上涨，可能进一步延长消费者换机周期，全年出货衰退幅度不排除加剧至高个位数。集邦咨询表示，2026年由于CPU供给改善、品牌提前采购及部分换机需求提前释放，支撑笔记本市场出货，但不代表终端需求实质复苏。TrendForce集邦咨询表示，2027年笔记本市场的关注焦点将由供应是否充足转向终端能否承受更高价格。","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/1504896.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":["MUYY","DRAM","BK4588","DRAL","MUG","MUZ","MIC","DRMP","DRMY","MUD","MUU","MULL","DISK","RAMZ","RAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673077902","title":"谁领跑AI智能体竞赛重要吗？华尔街正形成新共识：无论Meta、OpenAI还是谷歌赢，芯片、内存、电力都赢","url":"https://stock-news.laohu8.com/highlight/detail?id=2673077902","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673077902?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 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Davidson维持美光科技（MU）买入评级 目标价上调至3000美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673743180","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673743180?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 19:32","pubTimestamp":1791459149,"startTime":"0","endTime":"0","summary":"金吾财讯 | DA Davidson重申美光科技（MU）“买入”评级，并把目标价由2100美元大幅上调至3000美元。该目标价相对该股周三收盘价1088美元，存在近176%上行空间，约为美光2027财年盈利预期的19倍。投行认为，AI拉动内存需求，为这家存储芯片企业打开增长空间。内存对AI系统的重要性持续提升，更大内存容量可支持AI模型处理更多信息、加快运算速度。该行预计2027、2028年内存需求均会超过供给。分析师吉尔·卢里亚表示，美光正处在未来3至5年的增长通道，这一点尚未得到市场充分认可。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306979","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":["PTF","BK4512","LU0859254822.USD","LU2360107168.USD","LU0672654240.SGD","IE00B19Z3581.USD","WUGI","LU0792757196.USD","LU1674673428.USD","IE00B7SZLL34.SGD","LU0320765059.SGD","TRFK","BAI","LU2168564065.EUR","LU1868836914.USD","EGGY","LU0157215616.USD","IE0034235303.USD","FDTX","AIS","BOBP","LU2023250330.USD","SG9999015986.USD","GB00BDT5M118.USD","SHOC","LU0820561909.HKD","SG9999015978.USD","LU1914381329.SGD","LU1316542783.SGD","LU0689472784.USD","LU1267930813.SGD","LU2471134879.HKD","LU0323591593.USD","LU2750360641.GBP","CHPX","IE00B5949003.HKD","LU0127658192.USD","IE00BJLML261.HKD","LU0056508442.USD","LU0256863811.USD","JGRO","LU0683600562.USD","LU2102340556.USD","VGT","XNTK","FTXL","TTXU","LU0133085943.USD","LU1989764664.SGD","LU2756315664.SGD","SG9999015952.SGD","LU1852331112.SGD","MUYY","LU0096364046.USD","LU2054465674.USD","LU2360106780.USD","LU0417517546.SGD","BK4588","LU0708995401.HKD","LU0943347566.SGD","LU1551013425.SGD","LU1868837300.USD","MULL","LU1720051017.SGD","LU2290526834.HKD","LEGR","LU0082616367.USD","BK4554","BK4585","LU0640476718.USD","LU0820562030.AUD","LU2471134523.USD","SOXX","LU1778281490.HKD","HBMX","LU1803068979.SGD","MIC","LU2168563687.JPY","PSI","LU0109391861.USD","LU1861215975.USD","LU2458330243.SGD","XLK","MUD","LU1366333091.USD","LU0964807845.USD","LU1861220033.SGD","LU1989764748.USD","LU2168564495.EUR","SGXZ51526630.SGD","LU0234570918.USD","DRMY","SG9999001424.SGD","LU2168564222.USD","CGGO","FAI","AIFD","LU0256863902.USD","LU0109392836.USD","WLDR","IE00BK4W5L77.USD","LU2471134796.USD","LU1551013342.USD","LU2357305700.SGD","LU2543165471.USD","AIQ","BK4141","FTEC","LU2896262040.SGD","CHAT","MU","CHPS","LU1145028129.USD","EFIV","BK4543","IE00BWXC8680.SGD","LU1548497426.USD","LU2357627491.SGD","MUU","IE00B1XK9C88.USD","SOXQ","LU0274383776.USD","LU2048586759.USD","LU0889565833.HKD","LU2168564149.EUR","LU0353189763.USD","LU0642271901.SGD","LU2931357623.SGD","LU2089985449.USD","SGXZ81514606.USD","LU0719512351.SGD","LU2087625088.SGD","DISK","IE000M9KFDE8.USD","LU1280957306.USD","BK4532","LU2250418816.HKD","BK4605","BK4527","LU2756315318.SGD","IE00B19Z3B42.SGD","IETC","BK4575","LU2458330169.SGD","LU2860962120.EUR","LU0203347892.USD","LU0097036916.USD","IE00BKDWB100.SGD","LU0061475181.USD","LU1868836757.USD","LU2211815571.USD","LU2286300806.USD","LU2750360997.AUD","MUZ","LU1868836591.USD","FXL","LU0203345920.USD","LU2403377893.USD","LU1267930730.SGD","IXN","BK4553","LU2471134952.CNY","LU0353189680.USD","LU1674673691.USD","RULE","MUG","IE00BK4W5M84.HKD","SMH","LU0238689110.USD","BK4566","IE0002270589.USD","USXF","LU0889566641.SGD","LU0081259029.USD","LU0820561818.USD","LU1868837136.USD","SGXZ99366536.SGD","SG9999015945.SGD","LU1629891620.HKD","LU1323610961.USD","SMU00main","IE00BSNM7G36.USD","BK4533","LU0210536198.USD","LU1720051108.HKD","EMSF","LU0154236417.USD","LU0787776722.HKD","ARTY","LU2213496289.HKD","BK4579","IE0009356076.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673394076","title":"机构测算2030服务器CPU市场2090亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673394076","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673394076?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 18:23","pubTimestamp":1791455035,"startTime":"0","endTime":"0","summary":"分析师Vijay Rakesh预测，2030年AI智能体专用CPU市场规模可达800亿美元，未来四年复合增速123%；头节点CPU市场规模680亿美元，复合增速61%；传统CPU市场600亿美元，复合增速仅2%。整体服务器CPU潜在市场规模2030年将达到2090亿美元，复合增速32%，该预估低于AMD预期的2200亿美元以上。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306972","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":["LU1496350171.SGD","BOBP","CHPS","IE0005OL40V9.USD","LU0786609619.USD","LU2087621335.USD","LU1868836591.USD","LU1732800096.USD","NVDA","SHOC","LU0353189680.USD","LU0787776722.HKD","LU0320765059.SGD","LU1244550221.USD","LU0912757837.SGD","LU1861558580.USD","IE00BYXW3230.USD","DAMD","LU1983260115.SGD","SOXY","BK4581","LU2065170008.USD","SAMD0main","SG9999014906.USD","04335","LU2125909247.SGD","BK4533","NVC","LU2764262908.HKD","LU2543165471.USD","NVDS.UK","FTEC","LU2361044949.HKD","LU0689472784.USD","LU0011850046.USD","LU1202635105.USD","BK4170","LU2023250504.SGD","LU0345768153.USD","LU2552382215.SGD","LU0082616367.USD","LU1988902786.USD","DIPS","BK4549","IE00B4YYXB79.USD","LU1267930730.SGD","LU0061475181.USD","LU0795875169.SGD","LU0054578231.USD","LU0203201768.USD","LU2954938101.SGD","LU0557290698.USD","LU1732799900.SGD","LU2471134523.USD","SG9999015358.SGD","LU0444973449.USD","IE0034235295.USD","BK4512","AMDS","GB00BDT5M118.USD","FTXL","MUG","AGOX","LU0266013472.USD","SG9999004303.SGD","LU0795875086.SGD","LU0107464264.USD","LU0726765562.USD","LU0057025933.USD","LU2552382132.HKD","LU1923622291.USD","LU2322448791.USD","HK0000914660.USD","IE000M9KFDE8.USD","LU2462591350.SGD","LU0965509101.SGD","LU2168563687.JPY","LU2237443382.USD","AMDW","IE00B1BXHZ80.USD","LU2272731600.USD","LU0124676726.USD","LU0256863811.USD","LU2168564495.EUR","IE00B3S45H60.SGD","LU0820561909.HKD","LU2491049909.HKD","SG9999018857.SGD","INTW","TTXU","CGGO","SG9999015945.SGD","LU1003077747.HKD","NVD3.UK","NVDU","BK4527","LU0210528500.USD","LU2322448957.HKD","OPTZ","MUYY","LU1629891620.HKD","LU0109392836.USD","LU1974910355.USD","LU0823434583.USD","IE00BKDWB100.SGD","LU2357305700.SGD","AMDD","SG9999014542.SGD","LU2896262040.SGD","NVDW","AIPI","LU1674673428.USD","BK4602","LU2237443895.HKD","SG9999015341.SGD","LU0976567544.SGD","NVDY","LU0203345920.USD","LU2764263203.CNY","LU1923622614.USD","SG9999014559.SGD","ESUM","LU1496350502.SGD","NVDS","LU2999663052.SGD","LU1145028129.USD","IE0004091025.USD","LU0889565833.HKD","NVDB","TYLG","DRIV","LU0476273544.USD","LU1400636657.SGD","LU0203347892.USD","LU2250418816.HKD","LU1839511570.USD","LU2491050154.USD","LU2360107168.USD","LU1316542783.SGD","LU2290526834.HKD","LU2357125470.USD","LU1153585028.USD","LU1261432733.SGD","IE00B775SV38.USD","LU2458330243.SGD","LU0211328371.USD","LU0494093205.USD","HK0000532082.HKD","LU0127658192.USD","LU2506951792.HKD","LU0158827781.USD","PSI","LU2133065610.SGD","LU0882574139.USD","LU0965509283.SGD","LU2272731865.HKD","SNVDAmain","BK4553","LU0276348264.USD","LU1235294995.USD","SG9999015986.USD","LU0345770993.USD","AMD","LU2347655156.SGD","IE0004445239.USD","SG9999014880.SGD","LU0061474705.USD","LU0265550946.USD","IE000Q6AESB8.SGD","LU2347655073.USD","BK4535","LU0187121727.USD","LU0251131958.USD","SGXZ31699556.SGD","LU2463028550.USD","LU2168564149.EUR","IE0034235188.USD","LU2249611893.SGD","LU1989764664.SGD","LU0080751232.USD","LU2487616109.SGD","07388","LU0708994859.HKD","IE00BKVL7J92.USD","FCUS","IE0003U64NQ7.SGD","IE000ITXATA3.USD","LU1804176565.USD","LU2237438978.USD","LU0203202063.USD","LU2381873111.SGD","AIQ","IE00B19Z9505.USD","LU2491050071.SGD","IE00B775H168.HKD","EFIV","DLLL","HK0000320264.USD","IE000BZT7R73.USD","LU1861215975.USD","LU1934455863.HKD","JGRO","HK0000914686.HKD","LU0081259029.USD","LU1989772923.USD","BK4612","LU2471134952.CNY","IE00B3SWFQ91.USD","LU2720916845.USD","IE00BWXC8680.SGD","SG9999017495.SGD","BK4579","BK4503","LU2168564065.EUR","LU0149725797.USD","SGXZ99366536.SGD","NVD","LU0661504455.SGD","LU1127390331.HKD","CMAG","LU0708995401.HKD","LU0963586101.USD","LU2326559502.SGD","LU1699723380.USD","LU2247934214.USD","LU0354030511.USD","LU1066051225.USD","NVDL","LU1935042488.USD","LU0308772762.SGD","IE00BHPRN162.USD","LU1992135472.HKD","LU0256863902.USD","CLSE","SPTE","LU1116320737.USD","LU2125154778.USD","NVII","NVDO","LU2168564222.USD","LU2462157665.USD","LU0133085943.USD","LU1935042991.SGD","LU1069347547.HKD","LU2430703178.SGD","LU2750360997.AUD","TMSL","LU2272731782.SGD","LU0106261372.USD","LU2360106780.USD","BK4573","SG9999018865.SGD","AMDL","IE00B3M56506.USD","IE00BMPRXR70.SGD","IE00BD6J9T35.USD","HK0000819398.USD","LU1934455277.USD","SNDU","SG9999000418.SGD","LU1366333091.USD","LU2125154935.USD","IE00BKPKM429.USD","LU0964807845.USD","LU2092937148.SGD","IE000MB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