美股详情

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2倍做多DRAM ETF-Defiance

9.33

-0.8807-8.63%

盘后：9.06-0.2693-2.89%19:57 EDT

成交量：11.74万

成交额：111.66万

市值：1,324.76万

市盈率：- -

高：9.70

开：9.70

低：9.22

收：10.21

52周最高：25.52

52周最低：7.04

股本：142.00万

流通股本：142.00万

量比：1.07

换手率：8.27%

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

337调查落到供应链，DRAM国产替代会被加速还是被拖慢？

DRAM还在超级周期里吗？337调查之外，更大的变量是供需与资本开支

SK海力士扩大合作伙伴支持计划，最高预付一半研发资金

环球市场播报

TrendForce：上修2027年HBM价格展望预估ASP年增达121%

集邦咨询：HBM供应持续吃紧上修2027年HBM价格展望预估ASP年增达121%

集邦咨询：HBM供应持续吃紧上修2027年HBM价格展望预估ASP年增达121%

机构：上修2027年HBM价格展望，预估ASP年增达121%

三星高管预计明年HBM将占到行业DRAM产能的近30%

三星高管预计明年HBM将占到行业DRAM产能的近30%

环球市场播报

日韩股市走弱，KOSPI低开0.7%，SK海力士、三星逆势上涨

TradingKey中文

机构扎堆调研，这个细分行业最火爆

东方财富网

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

兆易创新：增加2026年关联交易额度预计2027年1-4月额度

美股异动丨存储板块盘前走弱 SK海力士跌逾4%

337调查落到DRAM设备，真正被审视的是哪条产业链？

AI把DRAM产能推向HBM，337调查会不会放大普通内存的供给矛盾？

智能体越会“干活”，算力产业链最先缺什么

337调查之外，国产DRAM能否成为存储供应链的缓冲带？

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

“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

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...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260929/c680362403.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260929/c680362403.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":"tonghuashun_highlight","symbols":["MUD","RAMZ","KSTR","BK4588","RAM","DRAM","DISK","MIC","MUZ","MUG","DRMY","MULL","MUYY","DRAL","MUU","DRMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671070294","title":"DRAM还在超级周期里吗？337调查之外，更大的变量是供需与资本开支","url":"https://stock-news.laohu8.com/highlight/detail?id=2671070294","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671070294?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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ASP年增幅度将达121%。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/NzE1NDA5NTM3ODk1OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NzE1NDA5NTM3ODk1OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992755","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":["MUZ","MUU","MIC","HBMX","DRAM","MULL","DRAL","DISK","MUD","BK4588","DRMY","RAMZ","MUYY","RAM","MUG","DRMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671295579","title":"集邦咨询：HBM供应持续吃紧 上修2027年HBM价格展望 预估ASP年增达121%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671295579","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671295579?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 14:04","pubTimestamp":1790661856,"startTime":"0","endTime":"0","summary":"在整体存储器价格维持上行趋势的情况下，供应商对2027年HBM涨价态度亦更为明确，为反映整体供应持续紧张，以及高价HBM4占比提升、HBM4e于2027年下半年逐步放量所带来的影响，TrendForce集邦咨询上修明年HBM价格展望，预估Blended ASP年增幅度将达121%。因此，在HBM供应持续紧张的情况下，8hi预计成为2027年多家GPU与ASIC厂商优先评估的方案，作为GPU厂商在性能、供应量与成本之间的折中方案。","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/1501956.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_zhitongcaijing","symbols":["RAMZ","MULL","DRMP","BK4588","MUD","DISK","DRAL","HBMX","MUG","MIC","MUU","DRMY","DRAM","RAM","MUZ","MUYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671295572","title":"集邦咨询：HBM供应持续吃紧 上修2027年HBM价格展望 预估ASP年增达121%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671295572","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671295572?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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13:42","pubTimestamp":1790660569,"startTime":"0","endTime":"0","summary":"来源：环球市场播报三星电子一位高管周二表示，预计明年高带宽内存（HBM）将占到DRAM芯片制造商晶圆总产能的近30%，高于目前的约20%。三星电子执行副总裁Kim Taewoo表示，HBM与标准DRAM争夺相同的晶圆产能，这意味着扩大HBM产量可能会限制标准DRAM的供应。HBM是人工智能计算的关键组件，由垂直堆叠的存储芯片构成，使处理器能够高速访问海量数据。该市场目前主要由韩国的SK海力士和三星电子以及美国的美光科技主导。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\n            责任编辑：栎树","market":"fut","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/2026/09/29134258575536.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":["MUD","RAMZ","BK4585","BK4588","RAM","DRAM","DISK","HBMX","MIC","MUZ","EMXC","DRMY","MUG","MULL","MUYY","DRAL","MUU","DRMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671350260","title":"三星高管预计明年HBM将占到行业DRAM产能的近30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671350260","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671350260?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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Taewoo表示，HBM与标准DRAM争夺相同的晶圆产能，这意味着扩大HBM产量可能会限制标准DRAM的供应。HBM是人工智能计算的关键组件，由垂直堆叠的存储芯片构成，使处理器能够高速访问海量数据。该市场目前主要由韩国的SK海力士和三星电子以及美国的美光科技主导。","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://finance.sina.com.cn/stock/usstock/c/2026-09-29/doc-initnfqp2927467.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":["MIC","DRAM","HBMX","BK4588","RAM","MUU","RAMZ","MUD","MUZ","DRMP","DRAL","MULL","DRMY","DISK","MUG","MUYY","EMXC","BK4585"],"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 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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":"hk","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":["SKHYV","LU0823413587.USD","03516","MKOR","BK4585","HYNX","SKHN","SKHU","SKHZ","SKUU","EMXC","LU1956131251.USD","SKHY","07709","SKDD","FLKR","EWY","SKHL","RAM","BK4588","LU0823397285.USD","BK4535","SK","EEMO","SKHA","SKHX","DRAL","BK4141","SKHQ","RAMZ","SPEM","LU0823397103.USD","EDZ","VXUS","KORU","LU0823413660.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670258006","title":"机构扎堆调研，这个细分行业最火爆","url":"https://stock-news.laohu8.com/highlight/detail?id=2670258006","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670258006?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 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