美股详情

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

Roundhill Memory ETF

54.72

-2.4700-4.32%

盘后：53.91-0.8100-1.48%19:59 EDT

成交量：3,234.61万

成交额：17.76亿

市值：225.58亿

市盈率：- -

高：55.81

开：55.74

低：54.40

收：57.19

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：1.41

换手率：7.85%

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

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

异动解读｜Roundhill Memory ETF盘中下跌5.01%，Solidigm赴美IPO担忧集体拖累存储芯片板块

Hudbay（HBM）上修雪湖矿区开采计划黄金储量寿期延长至2043年

兆易创新：增加2026年关联交易额度预计2027年1-4月额度

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？

韩国两大存储芯片巨头，突然加速建厂

韩国两大存储芯片巨头突然加速建厂

难以高枕无忧！韩国专家警告：中韩HBM技术差距仅2年

两大存储芯片巨头，集体下跌

封装满足不了美国，SK海力士考虑把内存制造也搬过去

闪迪股价预测：AI存储需求推动NAND价格上涨，股价能否突破2000美元？

TradingKey中文

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

戴尔高管：“代理AI”这次不一样，关键组件（主要是内存和HDD）短缺可能持续5年以上

华尔街见闻

戴尔(DELL.US)高管：“代理AI”这次不一样，关键组件（主要是内存和HDD）短缺可能持续5年以上

智通财经网

凌晨，美股存储芯片股集体下挫，西部数据跌近5％、闪迪跌超3％

大河财立方

美股收盘：三大股指涨跌不一存储芯片股多数下跌西部数据跌近5% 闪迪跌超3%；中概股多数下跌百度跌近2%

美国ITC正式对动态随机存取存储器（DRAM）设备及其下游产品和组件（III）启动337调查

{"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=7"},"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":54.72,"timestamp":1791835200000,"preClose":57.19,"halted":0,"volume":32346128,"hourTrading":{"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},"delay":0,"changeRate":-0.043189368770764104,"floatShares":412250000,"shares":412250000,"eps":0,"marketStatus":"未开盘","change":-2.47,"latestTime":"10-12 16:00:00 EDT","open":55.74,"high":55.81,"low":54.4,"amount":1775799257.279456,"amplitude":0.024655,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"盘前交易","tradingStatus":1,"beginTime":1791878400000},"marketStatusCode":0,"adr":0,"adrRate":0,"exchange":"CBOE","adjPreClose":57.19,"nav":57.32,"aum":23630170000,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":55.78,"preClose":57.19,"latestTime":"09:29 EDT","volume":913889,"amount":51176337.313713,"timestamp":1791811799999,"change":-1.41,"changeRate":-0.024655,"amplitude":0.024305},"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":1.408514,"optionData":{"bulkOrders":[{"symbol":"DRAM","call":false,"expireDate":1797570000000,"strike":"40.0","timestamp":1791814672005,"price":0.37,"volume":11369,"amount":420653,"type":"-"},{"symbol":"DRAM","call":false,"expireDate":1797570000000,"strike":"50.0","timestamp":1791814672005,"price":2.29,"volume":11369,"amount":2603501,"type":"+"}]},"impliedVol":0.511,"impliedVolPercentile":0.0153},"@#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":1.408514,"shares":412250000,"dividePrice":0,"high":55.81,"amplitude":0.024655,"preClose":57.19,"low":54.4,"week52Low":26.14,"pbRate":"--","week52High":81.34,"institutionHeld":0.0051,"latestPrice":54.72,"eps":0,"divideRate":0,"volume":32346128,"delay":0,"ttmEps":0,"open":55.74,"prevYearClose":27,"prevWeekClose":57.19,"prevMonthClose":60.36,"prevQuarterClose":60.36,"fiveDayClose":61.67,"twentyDayClose":54.8,"sixtyDayClose":52.72},"@#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:7,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"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 11:49","pubTimestamp":1790653740,"startTime":"0","endTime":"0","summary":"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。","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":"1109756435","title":"异动解读｜Roundhill Memory ETF盘中下跌5.01%，Solidigm赴美IPO担忧集体拖累存储芯片板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1109756435","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109756435?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 22:40","pubTimestamp":1790606456,"startTime":"0","endTime":"0","summary":"9月28日，Roundhill Memory ETF盘中下跌5.01%，报58.805美元，成交额7.01亿美元。消息面上，SK海力士旗下美国子公司Solidigm正考虑最早于明年赴美IPO，估值最高达1500亿美元，拟募资150亿美元，本周已与多家投行举行承销商竞标会议。市场担忧Solidigm上市将加深SK集团金字塔式股权结构，同时稀释SK海力士现有股东对NAND资产的权益，利润分流至外部股东。受此影响，SK海力士韩股一度跌超5%，美股盘中跌超3.5%，闪迪跌超3.6%，西部数据跌2.8%，美光跌超2%，存储芯片板块全线走弱。","market":"hk","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":"存储芯片板块集体走弱，Solidigm赴美IPO引发担忧","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670362932","title":"Hudbay（HBM）上修雪湖矿区开采计划 黄金储量寿期延长至2043年","url":"https://stock-news.laohu8.com/highlight/detail?id=2670362932","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670362932?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 18:26","pubTimestamp":1790591213,"startTime":"0","endTime":"0","summary":"更新后的计划显示，由于成功转化的探明及控制储量增加，雪湖矿区的探明及可采储量寿期在今年3月已延长4年的基础上，再延长2年，累计延长6年，将矿山运营寿命推迟至2043年。截至2026年9月1日，雪湖矿区探明和控制储量达到2700万吨，含金量约200万盎司，吨位较年初大幅增长38%。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/MDE2NGUxYWJlMGQ4OGQwMTU5ZTY5YzEzNTY0MzU1Mzgx.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/MDE2NGUxYWJlMGQ4OGQwMTU5ZTY5YzEzNTY0MzU1Mzgx.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306538","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":null,"symbols":["DGP","IAUM","GLDM","DISK","GDXY","GOLY","AAAU","FAAR","159831","PALL","SGOL","DBC","02840","UGL","IAUI","GDXU","DRMP","RING","GBUG","OUNZ","SGDM","GCmain","JNUG","GLL","FGDL","GLTR","SHNY","DRAM","GDXD","IAU","MULL","BAR","CEF","HBMX","PHYS","HBM","GDX","DULL","XME","GDXJ","JDST","DRMY","MGCmain","UYM","DZZ","PICK","GOAU","1OZmain","DUST","BEGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670238069","title":"兆易创新：增加2026年关联交易额度 预计2027年1-4月额度","url":"https://stock-news.laohu8.com/highlight/detail?id=2670238069","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670238069?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 17:15","pubTimestamp":1790586906,"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":["DRAL","BK4588","MIC","RAM","RAMZ","DRMY","MUU","DISK","MUD","MUYY","MUG","MUZ","MULL","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670808172","title":"337调查落到DRAM设备，真正被审视的是哪条产业链？","url":"https://stock-news.laohu8.com/highlight/detail?id=2670808172","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670808172?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 16:18","pubTimestamp":1790583480,"startTime":"0","endTime":"0","summary":"美国对DRAM设备及下游产品启动337调查，市场第一反应往往是“存储芯片要被全面限制了吗”。但截至目前，公开信息尚不足以支持这样的判断。现有公开简讯提到，美国国际贸易委员会（ITC）于9 ...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260928/c680317465.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/20260928/c680317465.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":["RAMZ","DISK","MIC","MUZ","DRMY","BK4588","MUD","MUU","MUG","DRMP","MUYY","DRAL","RAM","DRAM","MULL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670428089","title":"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？","url":"https://stock-news.laohu8.com/highlight/detail?id=2670428089","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670428089?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 16:18","pubTimestamp":1790583480,"startTime":"0","endTime":"0","summary":"美国国际贸易委员会（ITC）启动对DRAM设备及其下游产品、组件的337调查，市场首先想到的往往是“存储芯片会不会涨价”。但真正值得追问的问题是：调查影响的究竟是某些产品的贸易通道，还是 ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260928/c680317466.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/20260928/c680317466.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":["RAMZ","HBMX","MUG","RAM","MUZ","ARTY","MUD","AGIX","MUYY","AIPO","DRMY","QTOC","VTHR","DRAL","DISK","CHAT","BK4588","MIC","MUU","MULL","DRMP","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670280848","title":"智能体越会“干活”，算力产业链最先缺什么","url":"https://stock-news.laohu8.com/highlight/detail?id=2670280848","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670280848?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 16:18","pubTimestamp":1790583480,"startTime":"0","endTime":"0","summary":"OpenAI再次暂停前沿模型训练，表面看是一次安全事故，产业链真正需要回答的问题却是：当模型从“回答一句话”变成“连续干一件事”，新增的基础设施需求究竟会落在哪些环节？9月20日，一款 ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260928/c680317464.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/20260928/c680317464.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":["BK4588","DRAL","MIC","MUD","HBMX","MUG","MUZ","DRAM","RAM","MUYY","DRMY","DISK","RAMZ","MUU","DRMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670280810","title":"337调查之外，国产DRAM能否成为存储供应链的缓冲带？","url":"https://stock-news.laohu8.com/highlight/detail?id=2670280810","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670280810?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 16:18","pubTimestamp":1790583480,"startTime":"0","endTime":"0","summary":"美国国际贸易委员会启动对DRAM设备及其下游产品、组件的337调查，市场首先交易的往往不是一纸调查本身，而是一个问题：如果外部限制继续沿设备、材料、知识产权和客户交付等环节扩散，国产D ...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260928/c680317470.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/20260928/c680317470.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":["DISK","RAM","BK4588","DRMY","MIC","MUG","MUZ","MUU","RAMZ","DRMP","MUYY","MULL","DRAL","MUD","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670289302","title":"韩国两大存储芯片巨头，突然加速建厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2670289302","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670289302?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 13:45","pubTimestamp":1790574354,"startTime":"0","endTime":"0","summary":"报道称，三星电子正与主要设备供应商商讨，将Ph1设备预计部署时间从原定的2027年第三季度提前至第二季度。P5是三星电子的下一代半导体生产基地，目标于2028年投产。另据韩国SME Daily报道，SK海力士已开始在日本建设存储半导体工厂，这距离公司此前称“尚未决定”仅一个月。报道指出，直到一个月前，SK海力士还表示正在“审查”相关事项，关于其在日本的存储半导体工厂“尚未做出具体决定”。如果属实，这意味着“建厂竞赛”正在加快。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8wmoB7A1J7w","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/8wmoB7A1J7w","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":["DRMY","HBMX","DRAL","DISK","MUG","MUYY","MUU","09747","DRMP","BK4588","MIC","FTXL","DRAM","RAM","MUD","RAMZ","MULL","MUZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670261286","title":"韩国两大存储芯片巨头 突然加速建厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2670261286","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670261286?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 13:40","pubTimestamp":1790574017,"startTime":"0","endTime":"0","summary":"【韩国两大存储芯片巨头 突然加速建厂】据科技新闻媒体ZDNet 9月28日消息，三星电子正在加快其位于韩国平泽第五园区（P5）的首条量产生产线（Ph1）的建设。另据韩国SME Daily报道，SK海力士已开始在日本建设存储半导体工厂，这距离公司此前称“尚未决定”仅一个月。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609283885110244.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/202609283885110244.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":["FTXL","DRMP","MUD","RAM","BK4588","MIC","MUG","MULL","MUZ","09747","DRAL","DISK","RAMZ","DRAM","HBMX","MUU","DRMY","MUYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670284044","title":"难以高枕无忧！韩国专家警告：中韩HBM技术差距仅2年","url":"https://stock-news.laohu8.com/highlight/detail?id=2670284044","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670284044?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 12:19","pubTimestamp":1790569181,"startTime":"0","endTime":"0","summary":"快科技9月28日消息，韩国半导体业界对中国在高带宽存储器 领域的追赶速度愈发警惕。多位韩国专家判断，中韩HBM技术差距被估算在2年至6年之间。白瑞仁表示，若中国以不计成本的姿态进攻，差距还可能再缩短1年。他预计中国在2030年前后达到韩国当前水平，而在最先进HBM上追平韩国，最早也要等到2032年至2034年之后。崔正东称，单看单元微缩约差2年，算上良率、成本、长期可靠性与客户认证约为3年。","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/8wmlJiGzIch","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":["HBMX","MIC","MUU","RAMZ","DRMP","MULL","MUYY","DISK","DRAL","MUG","RAM","BK4588","DRMY","MUZ","DRAM","MUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670006402","title":"两大存储芯片巨头，集体下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2670006402","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670006402?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 08:47","pubTimestamp":1790556420,"startTime":"0","endTime":"0","summary":"9月28日，日韩股市开盘涨跌不一，截至北京时间8:30，日经225指数涨0.72%。韩国KOSPI指数跌0.71%。日韩热门芯片概念股同样走势分化，日本芯片股普涨，爱德万测试涨超3%，韩国两大存储芯片巨头齐跌，SK海力士跌超2%，三星电子跌超1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609283884588113.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/202609283884588113.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":"2670258402","title":"封装满足不了美国，SK海力士考虑把内存制造也搬过去","url":"https://stock-news.laohu8.com/highlight/detail?id=2670258402","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670258402?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 08:40","pubTimestamp":1790556040,"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":["07709","HYNX","DRAM","SKHL","SKHYV","LU0823397103.USD","SKHN","SKHZ","SKDD","SK","EEMO","LU1956131251.USD","LU0823413587.USD","BK4141","RAM","SKUU","BK4588","SKHU","SKHA","LU0823413660.USD","SKHY","RAMZ","EDZ","SKHX","SKHQ","DRAL","LU0823397285.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670473965","title":"闪迪股价预测：AI存储需求推动NAND价格上涨，股价能否突破2000美元？","url":"https://stock-news.laohu8.com/highlight/detail?id=2670473965","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670473965?lang=zh_cn&edition=fundamental","pubTime":"2026-09-26 12:00","pubTimestamp":1790395200,"startTime":"0","endTime":"0","summary":"TradingKey - 在人工智能基础设施投资持续扩张、NAND闪存供应趋紧的背景下，闪迪（SNDK）再次成为美股存储板块的焦点。","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260130/Sandisk-SNDK-96ebfcf2c3f246e6added995055d8845.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260130/Sandisk-SNDK-96ebfcf2c3f246e6added995055d8845.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/262184594-sandisk-stock-forecast-ai-storage-prices-break-2000-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":["UUP","ARTY","DRAM","VTHR","MUZ","RAMZ","QTOC","MIC","AIPO","MUYY","UDN","MUU","MUG","DRAL","DRMY","RAM","DISK","DRMP","MULL","BK4588","MUD","AGIX","CHAT"],"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":"2670305417","title":"戴尔高管：“代理AI”这次不一样，关键组件（主要是内存和HDD）短缺可能持续5年以上","url":"https://stock-news.laohu8.com/highlight/detail?id=2670305417","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670305417?lang=zh_cn&edition=fundamental","pubTime":"2026-09-25 14:37","pubTimestamp":1790318279,"startTime":"0","endTime":"0","summary":"戴尔科技首席运营官Jeff Clarke表示，代理AI通过承担更多工作任务，持续推高计算和存储需求，使本轮AI基础设施周期区别于传统硬件更新周期。到2030年，数据中心算力预计新增200吉瓦，推理Token生成量增长87倍，基础设施需求有望持续扩张。","market":"sh","thumbnail":"https://static.tigerbbs.com/ebd4451ab252840b6519285daeac00fc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ebd4451ab252840b6519285daeac00fc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3782527","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":["DRAL","RAMZ","AGIX","DELL","DLLL","RAM","AIPO","QTOC","CHAT","VTHR","BK4588","ARTY","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670482754","title":"戴尔(DELL.US)高管：“代理AI”这次不一样，关键组件（主要是内存和HDD）短缺可能持续5年以上","url":"https://stock-news.laohu8.com/highlight/detail?id=2670482754","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670482754?lang=zh_cn&edition=fundamental","pubTime":"2026-09-25 14:08","pubTimestamp":1790316497,"startTime":"0","endTime":"0","summary":"代理AI正在改变传统硬件周期的底层逻辑，也可能让基础设施供应紧张从短期波动演变为持续数年的结构性约束。","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20260925/20260925141119_24932.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260925/20260925141119_24932.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1500894.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":["QTOC","CHAT","AIPO","DRAL","ARTY","AGIX","VTHR","RAMZ","BK4588","DRAM","RAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670419059","title":"凌晨，美股存储芯片股集体下挫，西部数据跌近5％、闪迪跌超3％","url":"https://stock-news.laohu8.com/highlight/detail?id=2670419059","media":"大河财立方","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670419059?lang=zh_cn&edition=fundamental","pubTime":"2026-09-25 08:11","pubTimestamp":1790295061,"startTime":"0","endTime":"0","summary":"【大河财立方消息】当地时间9月24日，美股三大指数收盘涨跌不一。道指跌0.31%报51349.98点，标普500指数跌0.02%报7704.13点，纳指涨0.01%报26939.37点。科技股表现分化，Meta涨4.50%、创去年9月份以来新高，谷歌涨1.34%、亚马逊涨0.04%、苹果跌0.33%、英伟达跌0.41%、微软跌0.53%、特斯拉跌0.57%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609253884221314.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/202609253884221314.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":["DRMY","MULL","DRMP","RAMZ","BK4588","MUD","DISK","FTXL","DRAL","HBMX","MUG","MIC","MUU","09747","DRAM","RAM","MUZ","MUYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670415759","title":"美股收盘：三大股指涨跌不一 存储芯片股多数下跌 西部数据跌近5% 闪迪跌超3%；中概股多数下跌 百度跌近2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670415759","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670415759?lang=zh_cn&edition=fundamental","pubTime":"2026-09-25 06:36","pubTimestamp":1790289366,"startTime":"0","endTime":"0","summary":"美东时间周四（24日），美股三大股指收盘涨跌不一。道指跌0.31%，标普500指数跌0.02%，纳指涨0.01%。板块方面，大型科技股涨跌不一。个股方面，脸书涨4.50%，谷歌涨1.34%，亚马逊涨0.04%，苹果跌0.33%，英伟达跌0.41%，微软跌0.53%，特斯拉跌0.57%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609253884038753.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/202609253884038753.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":["PCCE","DRMY","BIDU","KBDU","YINN","02843","HBMX","FXI","MUU","ASHS","RAM","YANG","BIDG","FXP","CHAU","82823","DRAM","TTTN","DRMP","MUD","XPP","MCH","JCHI","NBCE","09747","MCHI","HXC","MUZ","DRAG","KCAI","YXI","CNQQ","82822","CCPX","DRAL","KWEB","RAMZ","MULL","MIC","ASHR","CWEB","FLCH","MUYY","CQQQ","DRGN","KALL","FTXL","DISK","MUG","02822"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669468691","title":"美国ITC正式对动态随机存取存储器（DRAM）设备及其下游产品和组件（III）启动337调查","url":"https://stock-news.laohu8.com/highlight/detail?id=2669468691","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669468691?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 16:06","pubTimestamp":1790237211,"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":["III","MULL","DRAM","DRAL","MUG","MUYY","MIC","MUD","BK4134","MUU","BK4588","DISK","DRMP","RAM","MUZ","DRMY","RAMZ"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":7,"totalSize":400,"code":"91000000","status":"200"}]}}