美股详情

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NESTYIELD DYNAMIC INCOME SHIELD ETF

32.10

-0.5100-1.56%

成交量：16.22万

成交额：515.04万

市值：1.71亿

市盈率：- -

高：32.12

开：31.60

低：31.15

收：32.61

52周最高：45.95

52周最低：29.15

股本：532.50万

流通股本：532.50万

量比：2.13

换手率：3.05%

股息：11.73

股息率：36.55%

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

突然少了200亿美元，OpenAI带崩AI股

随着科技公司竞相建设速度更快的AI数据中心，Lumentum表示，其光电子元件的产能几乎已被全部预订，状况将持续至202

英伟达投资的 Lumentum：光器件产能订单已排至 2029 年

Lumentum首席执行官：我们的2029年产能几乎已被订满。

OpenAI营收“注水”200亿美金？一篇报道炸崩美股

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%

更正-交易日-AI“痛苦交易”来袭

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

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

Coherent Corp(COHR)股票10月8日盘中下跌5.64%：原因全解读

TradingKey中文

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

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

美股存储板块盘初普跌，美光跌0.96%

每日经济新闻

美股开盘：三大股指齐跌

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

DA Davidson维持美光科技（MU）买入评级目标价上调至3000美元

机构测算2030服务器CPU市场2090亿美元

光通信巨头盘前遭遇卖压！Coherent跌超3%，Lumentum跌逾2%

TradingKey中文

TrendForce：多家大厂布局VCSEL NPO 2031年VCSEL需求或至6.5亿颗

盘前异动 | 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款

老虎资讯综合

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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 MHz频谱组合100%股权，仍需获得美国联邦通信委员会的监管批准。消息公布后，美国电信公司股价在盘后交易中下跌，SpaceX股价则涨超1.7%。","market":"us","thumbnail":"https://static.tigerbbs.com/e03701ee4766df844c287cbe2c6a7e3c","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e03701ee4766df844c287cbe2c6a7e3c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1504953.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":["LU0444971666.USD","LU1582987597.SGD","LU0456855351.SGD","LU0057025933.USD","LU2487616109.SGD","LU2746668974.SGD","IE0005OL40V9.USD","LU0353189680.USD","LU2089985449.USD","IE0001KFT4U8.USD","BK4512","LU2471134523.USD","LU1127390331.HKD","IE0004445239.USD","NVDL","IE0034235188.USD","LU2322448957.HKD","NVD","PSI","LU0820562030.AUD","LU0077335932.USD","LU0661504455.SGD","LU2125909759.SGD","LU2237443382.USD","HBMX","LU1003077747.HKD","LU0390134368.USD","LU1400636491.USD","LU2417539215.USD","LU1674673428.USD","BK4570","IE00B775H168.HKD","IE00B19Z8W00.USD","LU0289960550.SGD","LU1623119135.USD","QLD","SMU00main","LU1280957306.USD","LU1548497426.USD","LU2065170008.USD","IE00B19Z9505.USD","IE00BK4W5L77.USD","LU0726765562.USD","MULL","LU1868836914.USD","LU0345768740.USD","IE0004086264.USD","IE00BGHQF524.EUR","APLY","IE000F7OJYX1.SGD","LU2756315318.SGD","LU2463028550.USD","QQQA","LU1732799900.SGD","SGXZ23171101.USD","LU1934455277.USD","BK4501","NVDX","LU2357305700.SGD","LU0316494557.USD","LU2237957811.SGD","LU2237443895.HKD","IE000MB6IJN5.SGD","IE00BDRTCR15.USD","LU1868837136.USD","LU1974910355.USD","LU0354030511.USD","LU0320765646.SGD","LU0792757196.USD","LU1301847155.USD","LU0985320562.USD","BK4550","LU1935043536.SGD","LU3102509885.SGD","LU0942090050.USD","LU2506951792.HKD","LU0138981039.USD","METV","LU1429558221.USD","LU0208291251.USD","LU2452424414.USD","NVII","LU2491050071.SGD","LU0719512351.SGD","IE00BBT3K403.USD",".HXC","LU0256331488.USD","LU2430703178.SGD","LU0308772762.SGD","BK4571","BK4533","LU2552382058.USD","TRUN","USXF","LU1861127337.USD","LU1803068979.SGD","TEK","IE00B4YYXB79.USD","AIQ","SNVDAmain","LU1989764748.USD","BAI","LU0048584097.USD","LU2750360641.GBP","LU1496350171.SGD","LU1430597077.USD","MUYY","LU0300736062.USD","LU2023250330.USD","IE00B3M56506.USD","LU2264538146.SGD","IE0003U64NQ7.SGD","LU1496350502.SGD","LU2089284900.SGD","LU2357627491.SGD","FXL","IE00BQXX3F31.USD","LU0654597011.USD","SG9999000418.SGD","LU2456880835.USD","LU1585245621.USD","IE00BMPRXQ63.HKD","LU0266512127.USD","IE00B2Q91V27.USD","IE00B19Z3581.USD","LU2087625088.SGD","LU2286300806.USD","LU0011850046.USD","LU2092627202.USD","XLK","LU0069063385.USD","FAI","ESUM","IE00BWXC8680.SGD","LU0708995401.HKD","LU2125909593.SGD","NVD2.UK","BK4575","LU2360106780.USD","BK4548","CNEQ","LU2505996509.AUD","BK4170","SG9999001424.SGD","LU0070302665.USD","LU2168564065.EUR","LU1815333072.USD","LU1935042215.USD","LU2097344431.USD","LU2242650005.HKD","LU0820561818.USD","LU2148611432.USD","LU2954938101.SGD","TRFK","LU1119994496.HKD","LU1202635105.USD","LU0708994859.HKD","SG9999004303.SGD","LU0109391861.USD","LU0348723411.USD","LU0823421333.USD","LU0456854461.SGD","IE00BQXX3D17.EUR","LU0823434583.USD","LU1923622291.USD","QYLG","LU0689626769.HKD","LU0545039389.USD","LU0859254822.USD","QID","LU0314104364.USD","LU1046421795.USD","SNVD.UK","LU0310799852.SGD","HK0000320264.USD","LU2168563687.JPY","LU0965509010.AUD","HK0000304805.HKD","LU1852331112.SGD","LU2237438978.USD","IE00BHPRN162.USD","LU1267930730.SGD","LU2361045086.USD","IE00B5TLWC47.USD","LU0096364046.USD","LU1066053197.SGD","LU2756315664.SGD","LU1992135399.USD","LU0965509101.SGD","LU2168564495.EUR","IE000SO60NU8.SGD","LU2403377893.USD","LU1435385759.SGD","LU0342679015.USD","SAAPLmain","LU2111349929.HKD","LU0320765489.SGD","NVDW","LU0203202063.USD","QQQE","VDE","LU0898699433.AUD","LU0557290698.USD","LU0820561909.HKD","TYLG","LU0158827948.USD","NVDD","LU0211327993.USD","BK4566","IYE","LU1691799644.USD","HK0000306701.USD","JEPQ","IE00BJLML261.HKD","LU0314106906.USD","PSQ","IOSX","LU2394011477.USD","LU1064131342.USD","IE00BQXX3C00.GBP","LU2249611893.SGD","GPIQ","NVIW.SI","LU2430703095.HKD","BK4588","LU0912757837.SGD","LU1712237335.SGD","LU1232071149.USD","IE0009G5SDU7.USD","LU1989764664.SGD","SG9999002224.SGD","XNTK","LU0198837287.USD","LU2168564149.EUR","LU2083900584.USD","LU0203347892.USD","HK0000304797.USD","LU0345769631.USD","LU2236285917.USD","LU0256863811.USD","BK4505","LU0444973449.USD","LU1242518857.USD","BK4141","LU1989772923.USD","SG9999015945.SGD","LU2106854487.HKD","LU1868837300.USD","IE00BJJMRY28.SGD","IE00BMPRXR70.SGD","IE00B3CCJ963.GBP","LU0553294199.USD","LU2322448791.USD","NVDA","LU0225283273.USD","IE0002270589.USD","LU2108987350.USD","JGRO","LU0266013472.USD","09788","IE00BMPRXN33.USD","LU0072461881.USD","BK4605","LU0143551892.USD","NV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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 呈中性，市场情绪亦保持中性。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.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/262206751-market-movers-mu-20261008","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":["LU0719512351.SGD","LU2087625088.SGD","BK4512","IE0002270589.USD","LU2089985449.USD","EMSF","BK4575","LU1720051017.SGD","LU0256863902.USD","LU2168564222.USD","BAI","LU1852331112.SGD","GB00BDT5M118.USD","LU1803068979.SGD","BK4532","MU","TRFK","LU2211815571.USD","LU0133085943.USD","HBMX","IE00BSNM7G36.USD","SG9999015978.USD","USXF","AIFD","LU1280957306.USD","LU2357627491.SGD","PSI","LU2931357623.SGD","ARTY","LU1366333091.USD","LU1868837136.USD","SOXX","IE000M9KFDE8.USD","LU1868836914.USD","MUG","LU2471134879.HKD","EGGY","AIQ","LU2360106780.USD","IE00BJLML261.HKD","LU2860962120.EUR","SMH","LU1989764748.USD","LU0792757196.USD","SG9999015952.SGD","LU0256863811.USD","LU2750360641.GBP","TTXU","LU2471134952.CNY","IE00B1XK9C88.USD","SMU00main","MUYY","LU0859254822.USD","EFIV","LU2048586759.USD","MUD","SGXZ81514606.USD","LU0127658192.USD","LU1323610961.USD","JGRO","LU0353189680.USD","IETC","SG9999015986.USD","LU2756315664.SGD","LEGR","MUZ","SGXZ99366536.SGD","LU0689472784.USD","LU0157215616.USD","LU1868836591.USD","BK4585","LU0081259029.USD","IE00BWXC8680.SGD","LU0203345920.USD","LU0683600562.USD","BK4533","DISK","LU1674673428.USD","MULL","LU1629891620.HKD","LU2403377893.USD","FXL","LU0096364046.USD","BK4543","LU0323591593.USD","LU0943347566.SGD","IE0034235303.USD","IE00BKDWB100.SGD","LU2168564149.EUR","LU2896262040.SGD","IE00BK4W5L77.USD","LU2543165471.USD","LU0097036916.USD","LU0154236417.USD","LU2102340556.USD","LU1316542783.SGD","IXN","MUU","LU0640476718.USD","BK4141","LU0203347892.USD","DRMY","LU0082616367.USD","LU2360107168.USD","LU0274383776.USD","LU0889565833.HKD","LU0889566641.SGD","XLK","LU2471134523.USD","IE00B19Z3B42.SGD","LU0708995401.HKD","SG9999015945.SGD","LU0820561909.HKD","RULE","LU1674673691.USD","LU2471134796.USD","LU1914381329.SGD","LU0787776722.HKD","LU0672654240.SGD","LU1868837300.USD","PTF","IE00B7SZLL34.SGD","IE00B5949003.HKD","LU1861215975.USD","CHPS","LU2756315318.SGD","CGGO","BK4554","IE0009356076.USD","BK4579","LU2213496289.HKD","WUGI","LU0964807845.USD","FDTX","LU0061475181.USD","LU0234570918.USD","LU2458330243.SGD","LU0109392836.USD","LU0642271901.SGD","VGT","LU0210536198.USD","MIC","XNTK","LU2286300806.USD","BOBP","AIS","FTXL","BK4605","CHPX","LU0109391861.USD","LU0820562030.AUD","LU2168564495.EUR","SG9999001424.SGD","FTEC","BK4553","LU0320765059.SGD","IE00BK4W5M84.HKD","CHAT","LU0238689110.USD","LU2458330169.SGD","LU1778281490.HKD","LU2750360997.AUD","LU2023250330.USD","LU2357305700.SGD","LU1267930730.SGD","LU2054465674.USD","LU0056508442.USD","LU0353189763.USD","FAI","LU1989764664.SGD","SHOC","LU1868836757.USD","BK4588","IE00B19Z3581.USD","LU2250418816.HKD","LU0820561818.USD","LU2168563687.JPY","LU1551013342.USD","WLDR","LU1551013425.SGD","BK4566","LU2290526834.HKD","LU1548497426.USD","BK4527","LU2168564065.EUR","SOXQ","LU0417517546.SGD","LU1267930813.SGD","LU1720051108.HKD","LU1861220033.SGD","SGXZ51526630.SGD","LU1145028129.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674009265","title":"Coherent Corp(COHR)股票10月8日盘中下跌5.64%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2674009265","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674009265?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 00:16","pubTimestamp":1791476172,"startTime":"0","endTime":"0","summary":"• 受全行业获利回吐和市场疲软影响，相干公司（Coherent Corp.）股价下跌。\n• 看跌期权成交量上升以及内部人士减持股份，加剧了短期战术性风险规避。\n• 全年营收达71.2亿美元，净利润为7.699亿美元。","market":"other","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/262206671-market-movers-cohr-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":["BK4148","LU0266013472.USD","LU0274383776.USD","LU1992135399.USD","LU2360107168.USD","COHH","LU1861220033.SGD","COHR","LUMA","IE00B66KJ199.SGD","SGXZ81514606.USD","SPRX","IE0031619046.USD","BK4588","BK4157","LU2322448957.HKD","BK4585","EGGY","IE00B19Z4B17.USD","LU2089985449.USD","IE00B7SZL793.SGD","LU1548497426.USD","FOTO","LU1861215975.USD","LU2357305700.SGD","SGXZ51526630.SGD","LU2290526834.HKD","COHX","LU2322448791.USD","LU2272731600.USD","COHQ","LU1720051108.HKD","COHC","LU2211815571.USD","LU2473716301.USD","LU2931357623.SGD","LU1992135472.HKD","LU2272731782.SGD","LU1720051017.SGD","SGXZ99366536.SGD","LU2272731865.HKD"],"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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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 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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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17:11","pubTimestamp":1791450678,"startTime":"0","endTime":"0","summary":"光通信概念股美股盘前继续下跌，Coherent 跌超 3% 领跌，Lumentum 挫逾 2% 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NPO 2031年VCSEL需求或至6.5亿颗","url":"https://stock-news.laohu8.com/highlight/detail?id=2673022174","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673022174?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:28","pubTimestamp":1791448103,"startTime":"0","endTime":"0","summary":"金吾财讯 | TrendForce集邦咨询发布《2027红外线感测与光通信市场趋势》报告，伴随数据中心Scale-Up垂直扩展网络传输需求快速增长，VCSEL NPO凭借低功耗、维护灵活、供应链成熟等优势受到行业关注。Lumentum（LITE）、古河电工、高意（COHR）、博通（AVGO）、艾迈斯欧司朗、海思等头部厂商均已布局相关研发。2027至2028年将迎来多款VCSEL 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| 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款","url":"https://stock-news.laohu8.com/highlight/detail?id=1157379625","media":"老虎资讯综合","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157379625?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:03","pubTimestamp":1791446602,"startTime":"0","endTime":"0","summary":"光通信概念股普跌，Applied Optoelectronics、Coherent跌超3%，Ciena科技、康宁、Lumentum、Astera Labs、Fabrinet、Credo跌超2%；半导体板块普跌，迈威尔科技、ARM跌超2%，AMD、台积电，博通、英特尔、阿斯麦跌超1%；Wolfspeed涨近14%，该公司宣布获美国防部最高15亿美元贷款；Applied Digital涨近4%，Q1营收同比增长322%，超市场预期；Resources 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