美股详情

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

Roundhill Memory ETF

52.04

-2.6800-4.90%

成交量：995.99万

成交额：5.17亿

市值：214.53亿

市盈率：- -

高：52.43

开：51.45

低：51.39

收：54.72

52周最高：81.34

52周最低：26.14

股本：4.12亿

流通股本：4.12亿

量比：5.95

换手率：2.42%

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

SK海力士目标2028年将High NA EUV技术用于DRAM内存量产

Hudbay Minerals Inc(HBM)股票9月10日盘中下跌7.70%：背后推手曝光

TradingKey中文

异动解读｜Roundhill Memory ETF盘中下跌5.04%，铠侠CEO喊话内存价格涨够了叠加存储板块集体回调

今夜，证监会释放利好！DeepSeek新模型，减少内存需求

AI能力越惊艳，NAND存储越要扩容! 高盛拆解闪迪(SNDK.US)“长期协议+天量AI推理”牛市逻辑

AI能力越惊艳，NAND存储越要扩容! 高盛拆解闪迪(SNDK.US)“长期协议+天量AI推理”牛市逻辑

摩根大通首评SK海力士给予“增持”评级看好AI内存周期持续五年以上

想玩杠杆 ETF 却没时间？这款产品每次只持续一小时

老虎资讯综合

高盛：存储芯片行业下行周期最糟糕的阶段或许已经结束

高盛：存储芯片下行周期最糟糕的阶段或已结束

高盛：存储芯片下行周期最糟糕的阶段或已结束

A股三大股指低开高走，创业板翻红，油气、银行活跃，存储芯片拉升，恒指、恒科指齐跌超1%，苹果概念股普遍下挫

华尔街见闻

高盛TMT大会第二日亮点：AI从概念走向商业化，闪迪判断NAND供给将长期偏弱

华尔街见闻

存储芯片股续涨江波龙（09976）升逾3% 高盛指早期投资者重新入场

存储芯片概念盘初活跃太极实业涨停

铠侠CEO喊话“内存价格涨够了”，率先为NAND涨势踩煞车震撼市场

Vitalik：递归 STARK 内存池可降低量子安全签名与隐私交易成本

【美股盘前】美伊冲突推动布油突破100美元，美股期指承压，存储芯片股上涨，Meta涨超5%

TradingKey中文

美股存储芯片股，盘前集体上涨

2026年存储芯片港股IPO分化启示录：周期、估值与融资暗战

{"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/DRAM/news?page=14"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"DRAM","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"DRAM\",,,,,undefined,":{"symbol":"DRAM","market":"US","secType":"STK","nameCN":"Roundhill Memory ETF","latestPrice":52.04,"timestamp":1791899684283,"preClose":54.72,"halted":0,"volume":9959873,"delay":0,"changeRate":-0.0489766081871345,"floatShares":412250000,"shares":412250000,"eps":0,"marketStatus":"交易中","change":-2.68,"latestTime":"10-13 09:54:44 EDT","open":51.4502,"high":52.425,"low":51.39,"amount":517165409.5377,"amplitude":0.018914,"askPrice":52.05,"askSize":280,"bidPrice":52.04,"bidSize":510,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盘后交易","tradingStatus":3,"beginTime":1791921600000},"marketStatusCode":2,"adr":0,"adrRate":0,"exchange":"CBOE","adjPreClose":54.72,"nav":57.32,"aum":23630170000,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":51.45,"preClose":54.72,"latestTime":"09:29 EDT","volume":1152010,"amount":59966359.8968,"timestamp":1791898199999,"change":-3.27,"changeRate":-0.059759,"amplitude":0.026862},"postHourTrading":{"tag":"盘后","latestPrice":53.91,"preClose":54.72,"latestTime":"19:59 EDT","volume":867132,"amount":47304205.504,"timestamp":1791849599963,"change":-0.81,"changeRate":-0.014803,"amplitude":0.015899},"volumeRatio":5.954154,"optionData":{"bulkOrders":[{"symbol":"DRAM","call":false,"expireDate":1799989200000,"strike":"43.0","timestamp":1791899590018,"price":1.52,"volume":6817,"amount":1036184,"type":"+"},{"symbol":"DRAM","call":true,"expireDate":1795150800000,"strike":"55.0","timestamp":1791898915691,"price":2.53,"volume":2332,"amount":589996,"type":"+"}]},"impliedVol":0.5445,"impliedVolPercentile":0.0455},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"DRAM\",,,,,undefined,":{"symbol":"DRAM","floatShares":412250000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":5.954154,"shares":412250000,"dividePrice":0,"high":52.425,"amplitude":0.018914,"preClose":54.72,"low":51.39,"week52Low":26.14,"pbRate":"--","week52High":81.34,"institutionHeld":0.0051,"latestPrice":52.04,"committee":0.291139,"eps":0,"divideRate":0,"volume":9959873,"delay":0,"ttmEps":0,"open":51.4502,"prevYearClose":27,"prevWeekClose":57.19,"prevMonthClose":60.36,"prevQuarterClose":60.36,"fiveDayClose":59.52,"twentyDayClose":55.01,"sixtyDayClose":53.06},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/DRAM\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"DRAM\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"DRAM\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"DRAM\",pageSize:20,pageCount:14,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2666511097","title":"SK海力士目标2028年将High NA EUV技术用于DRAM内存量产","url":"https://stock-news.laohu8.com/highlight/detail?id=2666511097","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666511097?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 07:21","pubTimestamp":1789082463,"startTime":"0","endTime":"0","summary":"IT之家 9 月 11 日消息，参考路透社此前报道，SK 海力士在一份声明中表示，该企业目标在 2028 年将 High NAEUV 光刻图案化工艺应用于 DRAM 的大规模生产。SK 海力士正评估是否加入这一联盟。IT之家注意到，三星电子在同时新闻稿中确认计划在 2028 年将 High NA EUV 技术用于先进 DRAM 内存的大规模生产；美光则曾表示，计划为第 7 代 10nm 级 DRAM 工艺 1δ  导入最新一代的 EUV 光刻设备。","market":"us","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://tech.ifeng.com/c/8wKBgkGQL4M","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":"fenghuang_stock","symbols":["EUV","LU0823397103.USD","BK4141","MUYY","DRMP","SK","07709","MUZ","LU0823413660.USD","SKHN","LU1956131251.USD","MULL","SKHX","SKUU","SKHY","SKHYV","SKHZ","DRAM","DRAL","SKHU","MIC","MUD","SKHA","MUG","RAM","LU0823397285.USD","HYNX","DRMY","RAMZ","SKDD","EEMO","SKHQ","SKHL","EDZ","MUU","BK4588","DISK","LU0823413587.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666590431","title":"Hudbay Minerals Inc(HBM)股票9月10日盘中下跌7.70%：背后推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2666590431","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666590431?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 02:16","pubTimestamp":1789064183,"startTime":"0","endTime":"0","summary":"• 受全球铜价下跌和关税不确定性影响，哈德贝矿业股价走低。\n• 尽管整个基本金属板块短期下跌，但该公司基本面依然稳健。\n• 技术指标显示 MACD 和 RSI 呈中性，威廉指标则显示超卖。","market":"us","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/262161638-market-movers-hbm-20260910","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":["MUYY","BK4168","DRMP","MUZ","MULL","HBM","DRAM","DRAL","MIC","MUD","MUG","RAM","DRMY","RAMZ","HBMX","MUU","BK4588","COPP","DISK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176344487","title":"异动解读｜Roundhill Memory ETF盘中下跌5.04%，铠侠CEO喊话内存价格涨够了叠加存储板块集体回调","url":"https://stock-news.laohu8.com/highlight/detail?id=1176344487","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176344487?lang=zh_cn&edition=fundamental","pubTime":"2026-09-11 00:23","pubTimestamp":1789057402,"startTime":"0","endTime":"0","summary":"9月10日，Roundhill Memory ETF盘中下跌5.04%，报58.475美元/股，成交额11.64亿美元。消息面上，铠侠CEO公开喊话\"内存价格涨够了\"，率先为NAND涨势踩刹车，震撼市场。同日存储板块集体大幅回调，费城半导体指数跌2.43%，SK海力士跌4.00%、西部数据跌4.11%、闪迪跌3.89%、美光科技跌3.42%，板块全线回吐此前由AI算力需求与库存告急驱动的涨幅，短期获利了结情绪集中释放。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储板块集体回调，内存涨价遭喊停","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666910535","title":"今夜，证监会释放利好！DeepSeek新模型，减少内存需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2666910535","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666910535?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 22:28","pubTimestamp":1789050480,"startTime":"0","endTime":"0","summary":"热点情报1.事关A股，证监会最新发声据新华社，证监会副主席李超10日下午在国新办新闻发布会上表示：全力维护资本市场平稳运行，推动中长期资金稳步提升入市规模和比例；进一步严格规范控股 ...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260910/c679799223.shtml","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260910/c679799223.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":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666569539","title":"AI能力越惊艳，NAND存储越要扩容! 高盛拆解闪迪(SNDK.US)“长期协议+天量AI推理”牛市逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2666569539","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666569539?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 16:54","pubTimestamp":1789030449,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"92a7f5f4aa264c2793397c9dc1d602d4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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_zhitongcaijing","symbols":["LU2237438978.USD","MUD","ARTY","LU0251142724.SGD","LU1894683348.USD","MUU","IE0002270589.USD","MUZ","IE00B19Z3B42.SGD","IE0004086264.USD","DRAM","LU1894683264.USD","IE0034235188.USD","CHAT","MULL","DRAL","BK4504","AGIX","LU0061475181.USD","IE00BFXG1179.USD","MIC","MUG","DRMP","LU1868836914.USD","LU2237443622.USD","LU2471134879.HKD","BK4585","LU0742534661.SGD","LU1791807156.HKD","LU1804176565.USD","RAM","AIPO","LU0345770308.USD","IE00BSNM7G36.USD","IE00B19Z3581.USD","DRMY","LU0942090050.USD","LU0048573561.USD","QTOC","BK4550","LU2896262040.SGD","LU0210536198.USD","RAMZ","VTHR","GSX","LU0345770993.USD","MUYY","DISK","BK4516","LU1868836591.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666569536","title":"AI能力越惊艳，NAND存储越要扩容! 高盛拆解闪迪(SNDK.US)“长期协议+天量AI推理”牛市逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2666569536","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666569536?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 16:54","pubTimestamp":1789030449,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，万众瞩目的高盛Communacopia+科技大会上，美国NAND存储芯片巨头闪迪明确表示，NAND存储芯片供给增长在可预见的未来很可能长期严重受限，与此同时，Astra引领的高性能AI推理以及聚焦于代理式AI工作流的AI智能体技术大规模普及正在持续井喷式推高AI计算容量需求以及数据中心NAND存储需求。供给长期跟不上需求以及资本配置则构成第二条闪迪长期牛市逻辑支撑。","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/1494421.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":["IE00B19Z3B42.SGD","LU0061475181.USD","LU0210536198.USD","RAMZ","LU1868836591.USD","BK4552","BK4533","DRMP","LU2237443895.HKD","LU0048573561.USD","BK4127","LU0096364046.USD","ARTY","BK4550","LU0345770308.USD","MIC","MUYY","CHAT","VTHR","LU0868494617.USD","LU1868837136.USD","LU2471134879.HKD","MUG","BK4585","AIPO","LU2237443978.SGD","AGIX","MUD","DRAL","LU1868837300.USD","LU2237443622.USD","MUZ","LU0868494708.USD","LU2750360997.AUD","DRAM","LU2237443465.HKD","IE00B19Z3581.USD","IE0002270589.USD","MUU","IE00BFXG1179.USD","QTOC","LU1868836914.USD","MULL","RAM","DISK","DRMY","IE0004086264.USD","GSX","LU1868836757.USD","LU2237443549.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556344","title":"摩根大通首评SK海力士给予“增持”评级 看好AI内存周期持续五年以上","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556344","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556344?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 15:32","pubTimestamp":1789025547,"startTime":"0","endTime":"0","summary":null,"market":"us","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.zhitongcaijing.com/immediately.html?type=usstock","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_zhitongcaijing","symbols":["CHAT","SKHA","07709","BK4141","EEMO","SKHN","SKHL","ARTY","LU1956131251.USD","BK4588","EDZ","SK","DRAM","SKHQ","RAM","QTOC","SKHU","VTHR","PGF","HYNX","LU0823397285.USD","AGIX","DRAL","AIPO","RAMZ","LU0823413587.USD","SKUU","SKHYV","SKHX","SKHY","LU0823413660.USD","LU0823397103.USD","SKHZ","SKDD","BK4582"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154139894","title":"想玩杠杆 ETF 却没时间？这款产品每次只持续一小时","url":"https://stock-news.laohu8.com/highlight/detail?id=1154139894","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154139894?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 15:07","pubTimestamp":1789024032,"startTime":"0","endTime":"0","summary":"那些目标是在单个交易日内实现个股两倍收益的杠杆 ETF，数量仍在不断增加。如果监管机构不提出异议，这些拟议产品最早可能于11月开始交易，这将成为杠杆 ETF 的又一个全新领域。散户投资者占据了杠杆 ETF 大部分交易量。不过，Defiance 在提交给 SEC 的文件中表示，拟议中的这些产品仅适合了解相关产品并能够理解其风险、同时能够在整个交易日持续监控投资组合的投资者。截至目前，SEC 尚未立即回应有关此次最新申报文件的置评请求。","market":"us","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":"","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":["NVDO","NVDQ","NVDW","NVDY","NVDL","MSFO","NVDU","NVYY","NVDD","NVDX","MSFL","MSFU","MSFT","NVDG","DRAM","MSFW","NVC","07388","NVDA","NVII","NVD","DIPS","MSFX","MSFY","ANV","MSFC","07788","NVDB","MSFD","NVDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666056812","title":"高盛：存储芯片行业下行周期最糟糕的阶段或许已经结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2666056812","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666056812?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 14:55","pubTimestamp":1789023349,"startTime":"0","endTime":"0","summary":null,"market":"us","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.zhitongcaijing.com/immediately.html?type=usstock","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_zhitongcaijing","symbols":["LU2237443382.USD","BK4550","GSX","RAM","BK4552","IE00B19Z3581.USD","LU0096364046.USD","LU1791807156.HKD","MUD","DRAM","MUG","MUYY","BK4504","RAMZ","LU1868836757.USD","DRMP","LU1144417596.USD","MUZ","LU0210536198.USD","LU1894683264.USD","LU2237443622.USD","MUU","HBMX","LU0106831901.USD","LU0251142724.SGD","DRMY","FTXL","DRAL","LU1868837300.USD","DISK","LU2237443978.SGD","LU1868836591.USD","MIC","MULL","LU2237443465.HKD","LU2237443549.SGD","BK4533","LU2750360997.AUD","IE00BFXG1179.USD","IE0002270589.USD","IE00BSNM7G36.USD","LU0251131958.USD","BK4588","LU1868836914.USD","BK4585","LU0868494617.USD","LU0942090050.USD","LU1804176565.USD","LU2237438978.USD","LU1894683348.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666552439","title":"高盛：存储芯片下行周期最糟糕的阶段或已结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2666552439","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666552439?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 12:01","pubTimestamp":1789012888,"startTime":"0","endTime":"0","summary":"9月10日，高盛在最新报告中表示，存储芯片行业下行周期最糟糕的阶段或许已经结束。高盛提到，存储板块目前在技术面上已经形成有利格局，而这一格局此前已经酝酿数周：半导体板块波动率在7月见顶后持续回落；8月，存储芯片个股持续维持盘整区间。在高盛看来，这属于资金初步吸筹的信号。各大对冲基金的持仓情况值得关注：夏季市场整体下跌过程中，对冲基金削减了存储芯片个股头寸，但近期随着技术面改善，存在重新进场的空间。\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/2026/09/10120158403001.shtml","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":"jinrongjie_highlight","symbols":["HBMX","LU0868494708.USD","GSX","MUU","LU2237443978.SGD","LU0868494617.USD","LU0210536198.USD","LU2471134796.USD","DRAL","DRMY","DISK","MUG","LU2237443622.USD","BK4127","IE00B19Z3B42.SGD","LU1894683264.USD","LU2237443549.SGD","BK4504","LU0061475181.USD","LU2750360641.GBP","09747","IE00BSNM7G36.USD","LU0345770993.USD","MUYY","LU0942090050.USD","LU2265009873.SGD","BK4516","BK4585","BK4533","DRAM","RAMZ","RAM","LU2237443465.HKD","LU2896262040.SGD","MUD","LU0048573561.USD","LU1804176565.USD","FTXL","MIC","LU1668664300.SGD","MUZ","LU1868836914.USD","DRMP","IE00BFXG1179.USD","LU1894683348.USD","MULL","LU1144417596.USD","LU0742534661.SGD","BK4550","LU0251142724.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666655409","title":"高盛：存储芯片下行周期最糟糕的阶段或已结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2666655409","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666655409?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 11:42","pubTimestamp":1789011727,"startTime":"0","endTime":"0","summary":null,"market":"us","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":["BK4552","LU0048573561.USD","LU1868836914.USD","LU0251142724.SGD","HBMX","LU1868837300.USD","09747","IE00BSNM7G36.USD","GSX","LU0096364046.USD","LU0251131958.USD","LU2471134796.USD","LU0942090050.USD","LU0868494617.USD","BK4585","RAMZ","FTXL","DISK","MUD","LU2237443978.SGD","LU2471134879.HKD","LU2237443465.HKD","LU0345770993.USD","DRMP","DRAM","LU2237443622.USD","LU2237443895.HKD","RAM","LU2237438978.USD","DRMY","LU0210536198.USD","LU0742534661.SGD","LU2750360641.GBP","DRAL","LU0345770308.USD","LU2237443549.SGD","LU2265009873.SGD","LU0868494708.USD","MUYY","LU0061475181.USD","BK4516","MULL","MUG","LU2896262040.SGD","MIC","MUU","LU1868836591.USD","LU1868837136.USD","MUZ","IE00B19Z3581.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666551840","title":"A股三大股指低开高走，创业板翻红，油气、银行活跃，存储芯片拉升，恒指、恒科指齐跌超1%，苹果概念股普遍下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2666551840","media":"华尔街见闻","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666551840?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 10:00","pubTimestamp":1789005624,"startTime":"0","endTime":"0","summary":"油气概念表现活跃，水发燃气涨停，凯添燃气、首华燃气、科力股份、通源石油、中曼石油跟涨。江苏银行、南京银行、成都银行、杭州银行齐创历史新高。早盘玻纤概念异动拉升，九鼎新材直线涨停，山东玻纤、国际复材、长海股份、宏和科技、中材科技跟涨。","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://wallstreetcn.com/articles/3781464","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["159967","FTXL","159195","159915","HBMX","MUD","DISK","RAM","APLY","02833","METV","AAPW","DRMP","HHImain","000905.SH","AAPY","161121","CNXT","TTXU","09747","AAPU","XLK","AAPX","HSImain","AAPD","399001","SAAPLmain","HSI","ABFL","IXN","512880","ROM","07226","DRAM","DRMY","399006","JGRO","TYLG","512510","000001.SH","000300.SH","MHImain","399300","03188","515890","159982","000688.SH","510880"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666551842","title":"高盛TMT大会第二日亮点：AI从概念走向商业化，闪迪判断NAND供给将长期偏弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2666551842","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666551842?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 10:00","pubTimestamp":1789005623,"startTime":"0","endTime":"0","summary":"高盛科技大会第二日，闪迪给出存储行业供给侧判断：NAND供给增长在可预见的未来将持续受限，而AI推理需求持续扩张，供需格局长期偏紧。与此同时，Etsy、Booking.com、Block等多家公司披露AI在匹配转化、客服、基础设施等场景的实际落地进展，AI从概念加速走向可量化的商业收益。","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://wallstreetcn.com/articles/3781463","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":["RAMZ","LU1868836591.USD","BK4552","LU0251131958.USD","SNXX","BK4533","DRMP","LU2265009873.SGD","BK4504","LU2237438978.USD","LU0096364046.USD","SNDC","BK4516","ARTY","LU0345770308.USD","MIC","MUYY","CHAT","LU2471134952.CNY","VTHR","LU1894683264.USD","LU1868837136.USD","LU2471134879.HKD","MUG","AIPO","LU2237443978.SGD","LU2471134523.USD","AGIX","MUD","DRAL","IE00BSNM7G36.USD","LU1868837300.USD","MUZ","LU1668664300.SGD","LU0868494708.USD","LU2750360997.AUD","SNDU","DRAM","LU2237443465.HKD","IE0002270589.USD","MUU","LU2471134796.USD","SNDQ","QTOC","MULL","RAM","LU0106831901.USD","IE0034235188.USD","DISK","DRMY","IE0004086264.USD","SNDG","GSX","SNDK","LU2237443549.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2666236559","title":"存储芯片股续涨 江波龙（09976）升逾3% 高盛指早期投资者重新入场","url":"https://stock-news.laohu8.com/highlight/detail?id=2666236559","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666236559?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 09:44","pubTimestamp":1789004653,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股存储芯片股延续涨势，截至发稿，江波龙 涨3.05%，澜起科技涨2.06%，兆易创新涨1.29%。消息面上，隔晚美股存储芯片板块持续走强，高盛新近研报进一步提振板块信心。研报中，高盛将此次存储股上涨定性为早期投资者重新入场的信号。高盛认为，当前市场对半导体周期性风险的情绪仍偏谨慎，而对于低配该板块的基金而言，“痛苦交易”方向已转向上行。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991227","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":["IE0004091025.USD","IE00B19Z3B42.SGD","DISK","LU1152091754.HKD","DRAL","LU0072913022.USD","MUZ","09747","FTXL","IE0034235188.USD","LU0868494708.USD","03986","BK4585","DRMP","MUU","LU1868837300.USD","BK4127","LU2237443622.USD","301308","LU0210536198.USD","09976","MIC","LU2237438978.USD","06809","MUG","DRAM","LU2039709279.SGD","MUD","MULL","LU2896262040.SGD","GSX","LU0345770993.USD","LU2237443978.SGD","LU0067412154.USD","LU2237443382.USD","HBMX","BK4552","LU0106831901.USD","MUYY","LU0345770308.USD","LU2265009873.SGD","DRMY","LU2471134952.CNY","RAM","LU1807302812.USD","LU0052750758.USD","LU0314109678.HKD","RAMZ","LU2750360641.GBP","LU0061475181.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666559107","title":"存储芯片概念盘初活跃 太极实业涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2666559107","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666559107?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 09:38","pubTimestamp":1789004302,"startTime":"0","endTime":"0","summary":null,"market":"us","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.zhitongcaijing.com/immediately.html?type=usstock","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_zhitongcaijing","symbols":["BK4588","MUZ","MIC","MULL","MUU","DRMP","DRAL","MUG","FTXL","DISK","DRAM","DRMY","MUYY","RAM","HBMX","RAMZ","MUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666073556","title":"铠侠CEO喊话“内存价格涨够了”，率先为NAND涨势踩煞车震撼市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2666073556","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666073556?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 09:15","pubTimestamp":1789002914,"startTime":"0","endTime":"0","summary":null,"market":"us","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":["BK4588","MUYY","RAM","DRAL","MUZ","MUU","DRMY","MIC","MULL","RAMZ","DISK","DRAM","DRMP","MUG","MUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666531410","title":"Vitalik：递归 STARK 内存池可降低量子安全签名与隐私交易成本","url":"https://stock-news.laohu8.com/highlight/detail?id=2666531410","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666531410?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 23:41","pubTimestamp":1788968512,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，Vitalik 在 X 平台发文表示，希望将递归 STARK 内存池提案 EIP-8288 纳入以太坊 I-star 升级，并称其可被视为 Frames 之后的下一步。\n\n该方案可将量子安全签名数据置于链下，使签名成本降低；量子安全隐私交易的燃料成本也有望从约 1,000 万降至数万。方案通过依赖帧和递归 STARK 聚合交易依赖，节点每个时间周期发送一个约 100 至 300KB 的 STARK；链上额外开销为一个 STARK 及每条待证明语句 96 字节。 ","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/2288665","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":["BK4588","RAM","WQTM","DRAM","RAMZ","DRAL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666386075","title":"【美股盘前】美伊冲突推动布油突破100美元，美股期指承压，存储芯片股上涨，Meta涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666386075","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666386075?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 20:00","pubTimestamp":1788955200,"startTime":"0","endTime":"0","summary":"TradingKey - 美东时间周三（9月9日），美股三大股指期货盘前表现谨慎。美伊军事冲突进一步升级，布伦特原油自7月以来首次突破100美元/桶。油价飙升令市场对通胀反弹和高利率持续的担忧升温，美股期货随之承压。","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/2ad9b09ba11a1d10bcbd70254175016e.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/2ad9b09ba11a1d10bcbd70254175016e.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/us-stock/262158280-us-pre-market-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":["MUG","BZmain","UUP","FTXL","MULL","BK4585","UCO","DBO","DRAL","DRMY","MUZ","09747","DDG","QMmain","HBMX","MUYY","RAMZ","DRAM","BK4570","CLmain","BK4588","MUU","DISK","DRMP","MIC","DWT","MUD","RAM","UDN","USO","SCO","DUG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666589682","title":"美股存储芯片股，盘前集体上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2666589682","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666589682?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 16:55","pubTimestamp":1788944156,"startTime":"0","endTime":"0","summary":"半导体、存储芯片股盘前普遍上涨，SK海力士、闪迪、高通涨超1%，美光科技、西部数据、希捷科技、超威半导体等均走高；英特尔跌0.72%。中概股盘前走势互异，蔚来、百度涨超1%，百度上一交易日收盘大跌近7%；网易、哔哩哔哩跌超2%，京东跌超1%。美团、Minimax跌超3%，网易、商汤、比亚迪股份、京东集团、携程集团、快手、小米集团跌超2%；联想集团涨超6%，百度集团涨近3%，哔哩哔哩、阿里巴巴小幅上涨。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8wHXbPOWUSI","rn_cache_url":null,"customStyle":"","selectors":"article, body","filters":"","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.ifeng.com/c/8wHXbPOWUSI","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":"fenghuang_stock","symbols":["DRAL","MULL","HBMX","DRAM","BK4588","RAM","RAMZ","MIC","MUD","DISK","MUZ","DRMY","MUG","MUYY","MUU","DRMP","09747","FTXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666851589","title":"2026年存储芯片港股IPO分化启示录：周期、估值与融资暗战","url":"https://stock-news.laohu8.com/highlight/detail?id=2666851589","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666851589?lang=zh_cn&edition=fundamental","pubTime":"2026-09-09 16:49","pubTimestamp":1788943740,"startTime":"0","endTime":"0","summary":"公开认购额达3012亿港元，但其国际配售认购额仅为246.48亿港元，国配倍数低至8.43倍。9月上市时，公开发售认购额骤降至仅255.53亿港元，公开认购倍数仅40倍，导致其认购比值飙升至86.61%。雪上加霜的是，江波龙的基石持股比例仅为16.74%，意味着超过83%的新发股份处于无锁定状态。2026年上半年，现货颗粒涨价推动模组企业净利润同比飙升数十倍甚至百倍。赴港上市与定增配售，既是抢占AI端侧封装先机的筹码，也是在周期下半场防范流动性断裂的“储备粮”。","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":"https://finance.sina.com.cn/stock/hkstock/2026-09-09/doc-inirfqcs5640092.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":["FTXL","REDS","MUZ","MIC","MUG","KCAI","DRAM","RAMZ","BK4585","DISK","BK4127","HBMX","IPOS","09747","MUD","MUU","MULL","DRAL","RAM","DRMY","BK4588","DRMP","MUYY","FRHC","VXUS","KCE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":14,"totalSize":400,"code":"91000000","status":"200"}]}}