美股详情

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美光科技

953.19

-35.8500-3.62%

盘后：956.203.01+0.32%19:59 EDT

成交量：2,922.72万

成交额：275.49亿

市值：1.07万亿

市盈率：12.82

高：953.60

开：934.07

低：929.03

收：989.04

52周最高：1,255.00

52周最低：186.25

股本：11.28亿

流通股本：11.25亿

量比：1.16

换手率：2.60%

股息：0.51

股息率：0.05%

每股收益(TTM):74.33

每股收益(LYR):74.33

净资产收益率：88.26%

总资产收益率：44.56%

市净率：7.77

市盈率(LYR):12.82

数据加载中...

总览公司新闻资讯公告

大空头Burry加码做空美光、Nebius，逻辑是“内存供应激增，价格将面临下行压力”

华尔街见闻

韩国金融市场：韩股回吐早盘涨幅，投资者在假期前转向避险

反击成功！长江存储德国专利战获胜：美光被禁售

期权大单 | 美光科技Put收租+实值Call双重看多；Moderna近800万双卖Put押注远期震荡偏弱

期权聚焦 | 美光科技2257万美元卖远月虚值Put收租，867万实值Call追涨，双重看多信号明确

今日市场复盘：Nasdaq创历史新高，存储股大涨，闪迪涨超6%，美光涨5%

TradingKey中文

财报前瞻 | 美光科技本季度营收预计增351.09%，机构观点偏乐观

美伊谈判，传来大消息！冲突持续升级，超600名也门政府军人员死伤！纳指再创新高，金银价格齐涨

美国股市：纳指创纪录收盘新高，受助于人工智能股大涨

美国股市分化，纳指创历史新高，道指跌近200点；记忆体股涨幅居前，美光升5%

TradingKey中文

美股收盘｜纳指逼近历史高点，芯片股集体冲高；美光闪迪领涨；阿里云加码20GW算力

美股收盘：三大股指涨跌不一闪迪涨近7%

纳指创历史新高！闪迪突破1900美元，Muse爆火有望闭环AI商业化逻辑

TradingKey中文

费城半导体指数涨近1% 美光科技涨超3%

美光科技(MU)股票9月22日盘中上涨3.29%：原因全解读

TradingKey中文

异动解读｜美光科技盘中上涨3.02%，存储超级周期延续叠加HBM竞争格局升温提振板块

半导体概念走强美光科技（MU）涨2.58% Omdia指二季度全球半导体营收创新高

美股异动 | 存储概念股走强，闪迪涨超7%

老虎资讯综合

美股盘前｜阿里涨超3%，“格陵兰概念股”GRML涨超42%；伊媒否认愿重开海峡；Meta 2026开发者大会本周登场

老虎资讯综合

HBM之争加剧！三星拟扩大4纳米制程产能，SK海力士、美光竞争压力陡增

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10:48","pubTimestamp":1790131688,"startTime":"0","endTime":"0","summary":"韩国金融市场：韩股回吐早盘涨幅，投资者在假期前转向避险路透首尔9月23日-韩国股市周三基本持平，回吐早盘涨幅，因投资者在长假前转向避险。韩元兑美元上涨，三年期公债收益率则是上涨。0235GMT，韩国综合股价指数.KS11上涨3.07点或0.04%，报7,020.98点，盘中曾上涨近2%。韩国金融市场将于周四和周五因秋夕假期休市。这两只股票盘中早些时候曾大幅走高，受隔夜美国同类股上涨提振。指标10年期公债收益率KR10YT=RR下跌6.2个基点，报4.402%。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260923:nL6T45F03D:1","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":["LU1323610961.USD","LU2102340556.USD","WUGI","LU2089985449.USD","GB00BDT5M118.USD","FDTX","LU2543165471.USD","LU0353189680.USD","LU0323591593.USD","LU2750360641.GBP","LU2168564495.EUR","LU2756315664.SGD","DRMY","LU0642271901.SGD","EMSF","LU2168564149.EUR","IE00B5949003.HKD","IE00BKDWB100.SGD","LU1803068979.SGD","LU2357305700.SGD","LU0889565833.HKD","LU0210536198.USD","LU0238689110.USD","IE00BK4W5M84.HKD","BK4543","CGGO","LU0943347566.SGD","LU1778281490.HKD","PTF","LU0097036916.USD","LU0109391861.USD","LU1861215975.USD","LU1868836757.USD","LU0787776722.HKD","MUG","MUYY","LU2168564065.EUR","LU2250418816.HKD","SGXZ81514606.USD","LU0820561909.HKD","LU0274383776.USD","LU0203345920.USD","LU2931357623.SGD","BK4585","LU0820561818.USD","CHAT","FTXL","IE0009356076.USD","LU2360106780.USD","BK4579","LU0889566641.SGD","LU0157215616.USD","LU0417517546.SGD","LU0672654240.SGD","FTEC","LU0820562030.AUD","LU1914381329.SGD","BK4575","LU0127658192.USD","XLK","LU0708995401.HKD","LU2750360997.AUD","LU2023250330.USD","LU2403377893.USD","LU2471134796.USD","LU1551013342.USD","LU1629891620.HKD","IE00B7SZLL34.SGD","LU0061475181.USD","LU0964807845.USD","FXL","LU1366333091.USD","IXN","LU1852331112.SGD","LU2290526834.HKD","LU1868836914.USD","LU1316542783.SGD","LU1720051017.SGD","LU0096364046.USD","LU1720051108.HKD","BK4532","LU2054465674.USD","LU1674673691.USD","BK4527","TRFK","IE0002270589.USD","MIC","IETC","LU2471134523.USD","LU2458330243.SGD","BK4512","LU0203347892.USD","SG9999001424.SGD","USXF","LU2213496289.HKD","IE00B19Z3581.USD","LU1861220033.SGD","LU2087625088.SGD","IE0034235303.USD","IE00BK4W5L77.USD","MULL","LU2360107168.USD","SGXZ51526630.SGD","LU0640476718.USD","LU0081259029.USD","SMH","LU0320765059.SGD","LU2458330169.SGD","SOXQ","MU","LU2048586759.USD","MUZ","AIQ","LU0056508442.USD","SOXX","SMU00main","RULE","AIFD","LU1674673428.USD","LU0154236417.USD","LU1989764748.USD","LU0133085943.USD","LU1551013425.SGD","LU1145028129.USD","LU1989764664.SGD","BOBP","LU2896262040.SGD","SHOC","MUU","LU1868836591.USD","LU0859254822.USD","LU2286300806.USD","BK4553","BK4605","LU2471134879.HKD","JGRO","FAI","CHPS","LU2471134952.CNY","XNTK","LU0256863811.USD","LU2168563687.JPY","TTXU","EFIV","LU0792757196.USD","BAI","LU1280957306.USD","BK4588","DISK","CHPX","IE00B1XK9C88.USD","LU0234570918.USD","LU0689472784.USD","LU1868837136.USD","LU0082616367.USD","IE00B19Z3B42.SGD","LU0109392836.USD","LU1267930813.SGD","MUD","LU2168564222.USD","AIS","ARTY","BK4533","IE00BJLML261.HKD","IE00BSNM7G36.USD","LU1267930730.SGD","PSI","LU0353189763.USD","BK4554","VGT","BK4566","LU0683600562.USD","LU2211815571.USD","EGGY","LU0719512351.SGD","IE00BWXC8680.SGD","WLDR","SGXZ99366536.SGD","LU1868837300.USD","LU2357627491.SGD","HBMX","BK4141","LEGR","IE000M9KFDE8.USD","LU0256863902.USD","LU1548497426.USD","LU2756315318.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669171250","title":"反击成功！长江存储德国专利战获胜：美光被禁售","url":"https://stock-news.laohu8.com/highlight/detail?id=2669171250","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669171250?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 10:00","pubTimestamp":1790128819,"startTime":"0","endTime":"0","summary":"快科技9月23日消息，当地时间9月18日，德国慕尼黑第一地区法院就长江存储诉美光专利侵权案中的两起案件作出判决，认定美光侵犯了长江存储的两项德国实用新型专利权，并颁发禁令，要求其在德国停止销售相关侵权产品。这是双方自2023年11月专利战爆发以来，长江存储在全球范围内取得的首个实质性禁令救济。针对这一判决，美光方面迅速回应称，不认同德国法院的裁决结果，并已提起上诉。","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/8weJ92T869L","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":["RULE","LU0256863902.USD","LU1989764664.SGD","PTF","LU0353189680.USD","LU2089985449.USD","LU2168564149.EUR","LU0203347892.USD","IE00BSNM7G36.USD","BK4512","LU2458330243.SGD","LU2471134523.USD","XNTK","LU0256863811.USD","LU0323591593.USD","LU0672654240.SGD","LU0689472784.USD","IE00BKDWB100.SGD","LU1868836591.USD","LU0820562030.AUD","LU2360107168.USD","BK4141","FDTX","PSI","BK4553","FTXL","SGXZ81514606.USD","LU1868837300.USD","LU1366333091.USD","HBMX","LU1674673428.USD","LU0056508442.USD","SMU00main","LU1280957306.USD","LU1548497426.USD","IE00BK4W5L77.USD","MULL","LU1868836914.USD","IE0009356076.USD","IE0002270589.USD","LU2931357623.SGD","EGGY","JGRO","LU2756315318.SGD","LU0238689110.USD","BK4605","LU0210536198.USD","LU1868836757.USD","LU1629891620.HKD","LU2896262040.SGD","LU2211815571.USD","LU2357305700.SGD","LU0787776722.HKD","LEGR","LU1145028129.USD","AIFD","LU1868837136.USD","SGXZ51526630.SGD","LU0792757196.USD","SGXZ99366536.SGD","LU0642271901.SGD","DISK","BK4527","LU2290526834.HKD","LU0133085943.USD","SOXQ","LU0943347566.SGD","LU2543165471.USD","LU0719512351.SGD","LU0109392836.USD","EMSF","BK4533","LU1720051017.SGD","USXF","MUG","IE00BK4W5M84.HKD","LU1803068979.SGD","MU","LU2750360997.AUD","AIQ","LU0683600562.USD","IE0034235303.USD","LU1989764748.USD","BAI","LU2102340556.USD","LU0082616367.USD","LU2750360641.GBP","MUZ","MUYY","LU2023250330.USD","SHOC","VGT","EFIV","LU2054465674.USD","IE00B19Z3B42.SGD","WUGI","LU2357627491.SGD","IE00B5949003.HKD","FXL","LU2471134796.USD","CHPX","LU0157215616.USD","LU0127658192.USD","IE00B19Z3581.USD","IE00B1XK9C88.USD","LU2087625088.SGD","LU2286300806.USD","XLK","LU0417517546.SGD","LU1323610961.USD","LU1267930813.SGD","LU1551013342.USD","FAI","LU2471134879.HKD","MUD","IE00BWXC8680.SGD","LU2471134952.CNY","LU0708995401.HKD","IE00B7SZLL34.SGD","CGGO","LU1914381329.SGD","BK4575","LU2360106780.USD","LU0081259029.USD","LU0061475181.USD","CHAT","LU0097036916.USD","IXN","DRMY","LU0889566641.SGD","ARTY","SG9999001424.SGD","LU2168564065.EUR","LU1551013425.SGD","LU2458330169.SGD","LU1720051108.HKD","LU0820561818.USD","IETC","TRFK","LU0109391861.USD","LU1316542783.SGD","LU0154236417.USD","CHPS","LU0353189763.USD","LU0859254822.USD","WLDR","LU0964807845.USD","LU2168563687.JPY","SOXX","LU0640476718.USD","FTEC","LU1852331112.SGD","LU0203345920.USD","MUU","LU2048586759.USD","LU1267930730.SGD","LU0096364046.USD","LU2756315664.SGD","IE000M9KFDE8.USD","LU1674673691.USD","LU2168564495.EUR","LU1778281490.HKD","TTXU","LU2403377893.USD","LU0889565833.HKD","LU1861220033.SGD","BK4543","LU1861215975.USD","LU0820561909.HKD","LU2168564222.USD","GB00BDT5M118.USD","LU2213496289.HKD","BK4566","BOBP","BK4585","LU0320765059.SGD","LU2250418816.HKD","BK4579","SMH","IE00BJLML261.HKD","BK4554","LU0274383776.USD","BK4532","MIC","LU0234570918.USD","BK4588","AIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113924665","title":"期权大单 | 美光科技Put收租+实值Call双重看多；Moderna近800万双卖Put押注远期震荡偏弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1113924665","media":"期权大单","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113924665?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 10:00","pubTimestamp":1790128800,"startTime":"0","endTime":"0","summary":"Moderna当日出现近800万美元双卖PUT收租大单，远期150/115与120/95虚值组合集中布局，资金整体押注长期震荡偏弱，方向情绪偏空。一笔规模达397.25万美元的同向双卖PUT组合成为当日最大期权大单，交易者同时卖出2026年11月20日到期的150.0 PUT与115.0 PUT，两腿均为虚值PUT，整体以净收款397.25万美元为代价收取权利金。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"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":["MULL","MIC","MUZ","MRNX","MU","MUD","MUG","MRNA","MUYY","MUU","MRNY"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1150466823","title":"期权聚焦 | 美光科技2257万美元卖远月虚值Put收租，867万实值Call追涨，双重看多信号明确","url":"https://stock-news.laohu8.com/highlight/detail?id=1150466823","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150466823?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 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截至美东时间9月22日收盘，道琼斯工业平均指数下跌0.36%，报51,863.69点；纳斯达克综合指数上涨0.45%，报27,244.28点，创历史收盘新高；标普500指数微跌不足0.01%，报7,764.64点。","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260120/TradingKey_-EN_optimized_150-af50e3d803094b2981fdc0ce98cb441f.png","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260120/TradingKey_-EN_optimized_150-af50e3d803094b2981fdc0ce98cb441f.png"],"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/262181555-nasdaq-memorystocks-sandisk-micron-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":["QQQA","RULE","CHAT","EMSF","LU0640476718.USD","LU1815336760.USD","EFIV","STX","AIFD","LU2250418816.HKD","LU1280957306.USD","WLDR","SG9999001424.SGD",".HXC","BK4532","LU0157215616.USD","LU1868836757.USD","TRFK","LU2756315318.SGD","SHOC","LU0256863902.USD","LU0353189680.USD","LU0203345920.USD","BAI","CNAV","IE00B5949003.HKD","LU0943347566.SGD","LU1145028129.USD","WDC","LU1720051017.SGD","FTXL","LU1861220033.SGD","LU1914381329.SGD","LU2471134952.CNY","IE00BSNM7G36.USD","BOBP","FCUS","LU1035773651.USD","QQQ","LU1670628061.USD","LU1989764664.SGD","SGXZ51526630.SGD","LU1323610961.USD","XNTK","BK4605","CHPX","03086","LU1366333091.USD","LU2458330169.SGD","QQQY","STXL","LU1069347547.HKD","SNDX","LU0889566641.SGD","SOXX","LU1316542783.SGD","TQQY","SMU00main","WDCC","LU2048586759.USD","SGXZ81514606.USD","LU1629891620.HKD","WDCX","LU0234570918.USD","SGXZ99366536.SGD","ARTY","HBMX","LU1548497426.USD","QLD","MUZ","LU2168564495.EUR","AIQ","IE00BJLML261.HKD","LU0133085943.USD","IE0034235303.USD","LU0203347892.USD","LU1674673691.USD","LU2168564065.EUR","LU1670627923.USD","LU0162691827.USD","LU2290526834.HKD","LU0672654240.SGD","LU0964807845.USD","LU2357627491.SGD","LU0109392836.USD","LU0719512351.SGD","LU0444971666.USD","LU1803068979.SGD","IE00BK4W5M84.HKD","LU0210536198.USD","BK4575","LU2403377893.USD","LU0097036916.USD","LU0444973449.USD","IE00B19Z3B42.SGD","LU0417517546.SGD","LU2054465674.USD","LU0127658192.USD","LU0889565833.HKD","VGT","FDTX","CGGO","IE00BKDWB100.SGD","LU0323591593.USD","LU0642271901.SGD","LU2360107168.USD","DISK","LU2471134879.HKD","IE0002270589.USD","LU2750360997.AUD","ONEQ","IE0009356076.USD","LU0820561909.HKD","LU0957808578.USD","LU1267930730.SGD","IE00B19Z3581.USD","FXL","BK4553","LU0154236417.USD","LU1778281490.HKD","PSI","SOXQ","LU0476273544.USD",".IXIC","IE00BWXC8680.SGD","LU1861215975.USD","LU1868836914.USD","BK4139","LU2750360641.GBP","NQmain","BK4527","JEPQ","LU2756315664.SGD","QQQG","LU2211815571.USD","PTF","IYW","FAI","LU1235294995.USD","LU1551013342.USD","LU1046421795.USD","AIS","BK4579","IXN","IETC","LU0320765059.SGD","LU0683600562.USD","LU2543165471.USD","IE00B894F039.SGD","IE00B7SZLL34.SGD","BK4543","MUG","LU2357305700.SGD","COWG","LU0256863811.USD","LU1868837136.USD","GPIQ","MUYY","LU0096364046.USD","LU2458330243.SGD","IE00B1XK9C88.USD","IE000M9KFDE8.USD","LU2168564149.EUR","QQQE","TQQQ","LU2360106780.USD","LU2213496289.HKD","LU1852331112.SGD","LU0708995401.HKD","SQQQ","LU0082616367.USD","LU0081259029.USD","BK4512","LU0787776722.HKD","LU0820562030.AUD","IE00B19Z9P08.USD","LU2471134796.USD","TECS","LU2896262040.SGD","BK4566","CHPS","CNEQ","BK4170","LU2471134523.USD","MIC","BK4141","FTEC","GB00BDT5M118.USD","LU0061475181.USD","PSQ","STXU","IE00BK4W5L77.USD","LU2931357623.SGD","NVIW.SI","XLK","LU0238689110.USD","LU1720051108.HKD","MUD","LU0056508442.USD","LU0006061336.USD","TTXU","MNQmain","QDTE","QYLG","LEGR","STXX","JGRO","LU0109391861.USD","IE00B19Z9Z06.USD","LU1983260115.SGD","BK4554","LU0274383776.USD","LU1989764748.USD","LU0240877869.USD","LU2087625088.SGD","LU1823568750.SGD","EGGY","LU0792757196.USD","LU2168564222.USD","LU1551013425.SGD","LU0240878834.USD","LU1868836591.USD","NDX","BK4533","QQQJ","LU0820561818.USD","LU1868837300.USD","LU1674673428.USD","LU1267930813.SGD","BK4588","LU0689472784.USD","WUGI","LU2089985449.USD","USXF","LU0072461881.USD","LU2168563687.JPY","LU2286300806.USD","LU0859254822.USD","MULL","LU2102340556.USD","QQQM","LU1642822529.SGD","LU2023250330.USD","BK4585","QID","SMH","MUU","LU0353189763.USD","DRMY","MU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1129990347","title":"财报前瞻 | 美光科技本季度营收预计增351.09%，机构观点偏乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=1129990347","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129990347?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 08:02","pubTimestamp":1790121725,"startTime":"0","endTime":"0","summary":"美光科技将于2026年09月30日美股盘后发布财报，市场聚焦AI相关存储需求强度与盈利质量变化。市场一致预期显示，本季度美光科技营收约506.24亿美元，同比增长351.09%；调整后每股收益31.30美元，同比增长994.40%；公司在上季度公开口径中未检索到对本季度毛利率、净利率或净利润的明确指引，故不展示相关预测数据。上季度美光科技营收414.56亿美元，同比增长345.72%；毛利率84.56%；归属于母公司股东的净利润282.43亿美元，净利率68.13%；调整后每股收益25.11美元，同比增长1,214.66%。","market":"sh","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":"财报前瞻 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07:22","pubTimestamp":1790119320,"startTime":"0","endTime":"0","summary":"也门冲突持续升级，胡塞武装严厉警告据央视新闻消息，也门政府地方官员22日说，也门政府军与胡塞武装当天在西南部塔伊兹省再次发生激烈交战，造成至少16人死亡、数十人受伤。胡塞武装方面称，本轮局势升级后，沙特已对也门共进行了936次空袭和导弹袭击。纳指再创历史新高，金银价格齐涨美股三大指数收盘涨跌不一。美联储宣布加息25个基点后，对黄金价格实际影响有限。","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/money/nmetal/gjshz/2026-09-23/doc-inisuhkr1512785.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":["IE00B7SZLL34.SGD","SMU00main","LU1861220033.SGD","JEPQ","FXL","LU1035773651.USD","LU2168564149.EUR","GB00BDT5M118.USD","LU1046421795.USD","LU1674673691.USD","BK4553","LU0889565833.HKD","LU1551013425.SGD","IE0002270589.USD","LU0964807845.USD","LU0640476718.USD","LU2023250330.USD","RULE","TECS","BK4141","IE00B19Z3581.USD","QID","LU1989764748.USD","LU2471134796.USD","MU","TRFK","LU0154236417.USD","QQQJ","CHAT","CHPX","LU0162691827.USD","LU0240878834.USD","LU0787776722.HKD","EGGY","LU2168564065.EUR",".IXIC","LU2471134879.HKD","IYW","MULL","LU2357305700.SGD","LU1366333091.USD","SGXZ99366536.SGD","LU1235294995.USD","LU2458330243.SGD","LU2286300806.USD","LU2213496289.HKD","LU0957808578.USD","GPIQ","QQQG","FDTX","LU0240877869.USD","LU1803068979.SGD","LU2756315664.SGD","LU2360106780.USD","AIS","LU1069347547.HKD","LU1823568750.SGD","NDX","BK4605","QLD","BK4170","MUYY","CNAV","LU0683600562.USD","MUZ","LU1815336760.USD","BK4575","EFIV","LU0081259029.USD","LU1642822529.SGD","LU0444971666.USD","LU1316542783.SGD","CNEQ","LU1861215975.USD","LU1868836591.USD","FTXL","IE00B1XK9C88.USD","IE00BWXC8680.SGD","LU0056508442.USD","LU0096364046.USD","BK4543","USXF","QQQY","AIFD","IXN","LU0320765059.SGD","MUU","LU2211815571.USD","BK4532","LU0210536198.USD","PSI","SGXZ81514606.USD","LU2250418816.HKD","LU1674673428.USD","LU1323610961.USD","XLK","MNQmain","LU1989764664.SGD","LU2290526834.HKD","WDCC","LU0792757196.USD","LU1868837300.USD","IE00BK4W5M84.HKD","QQQA","BK4566","HBMX","QYLG","LU2168564222.USD","LU1629891620.HKD","PSQ","LU2048586759.USD","LU2054465674.USD","LU0859254822.USD","SHOC","MUG","WUGI","LU0238689110.USD","COWG","LU0820561909.HKD","LU1868836914.USD","CGGO","LU2896262040.SGD","LU0417517546.SGD","LU0889566641.SGD","SG9999001424.SGD","VGT","BK4512","BK4139","QDTE","LU0820562030.AUD","FCUS","LU0274383776.USD","IE00B19Z3B42.SGD","LU0133085943.USD","SOXQ","BK4533","DRMY","LU1548497426.USD","BK4588","LU1868836757.USD","LU0203345920.USD","LU0256863902.USD","IE0034235303.USD","LU0256863811.USD","BK4554","LU0353189763.USD","LU1778281490.HKD","LU1267930730.SGD","LU2357627491.SGD","NVIW.SI","LU0719512351.SGD","LU0689472784.USD","IE0009356076.USD","SMH","LU1267930813.SGD","IE00BJLML261.HKD","LU2458330169.SGD","LEGR","LU2102340556.USD","IETC","LU0943347566.SGD","LU2168563687.JPY","LU2750360641.GBP","LU1914381329.SGD","ARTY","LU0444973449.USD","LU0109391861.USD","LU0476273544.USD","LU2087625088.SGD","LU2089985449.USD","CHPS","IE000M9KFDE8.USD","LU2403377893.USD","LU2471134952.CNY","TQQY","IE00BK4W5L77.USD","LU0157215616.USD","LU2931357623.SGD","LU1551013342.USD","MIC","BOBP","BK4585","WDC","WDCX","LU0323591593.USD","LU0006061336.USD","LU1868837136.USD","PTF","SNDX","LU1145028129.USD","LU0820561818.USD","LU0234570918.USD","IE00B5949003.HKD","LU0672654240.SGD","LU0353189680.USD","AIQ","LU0097036916.USD","IE00BSNM7G36.USD","TTXU","QQQM","LU0203347892.USD","LU2750360997.AUD","EMSF","BK4579","XNTK","LU1852331112.SGD","FAI","LU0642271901.SGD","LU1280957306.USD","LU0061475181.USD","LU2360107168.USD","ONEQ","JGRO","LU1720051017.SGD","LU0082616367.USD","LU2543165471.USD","IE00BKDWB100.SGD","SGXZ51526630.SGD","LU0072461881.USD","LU2756315318.SGD","LU0127658192.USD","SOXX","WLDR","QQQE","LU0708995401.HKD","LU1720051108.HKD","LU2471134523.USD",".HXC","BAI","MUD","DISK","LU2168564495.EUR","FTEC","BK4527","LU0109392836.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669222461","title":"美国股市：纳指创纪录收盘新高，受助于人工智能股大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2669222461","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669222461?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 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04:13","pubTimestamp":1790108010,"startTime":"0","endTime":"0","summary":"美国总统特朗普表示美国官员与伊朗代表团举行了会晤，油价下跌推动股市上涨，纳斯达克综合指数创历史新高。记忆体股涨幅居前，银行股下跌。截至收盘，道琼斯指数跌0.36%，报51863.69点；纳斯达克综合指数涨0.45%，报27244.28点；标普500指数几乎平收，报7764.64点。","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260701/nasdaq1-e9c6f6c86abd402dbfa8877c486b0566.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260701/nasdaq1-e9c6f6c86abd402dbfa8877c486b0566.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/262181239-us-stocks-close-nasdaq-high-oil-drop-iran-talks-memory-sandisk-micron-tradingkey","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":["QQQ","YMAX","03086","GLOF","JEPQ","YMmain","HAWG","XUSP","CGGO","EFIV","ITOT","TECS","TOK","UDOW","PTF","VUG","TQQQ","USXF","DRMY","IXN","MU","FDVV","HKND","TTXU","FDN",".DJI","GRNY","SQQQ","PSI","NQmain",".IXIC","XLK","IYW","159659","DFUS","DXD","LEGR","SDY","IETC","XLI","XRT","QQQI","ARTY","QYLG","URTH","GMMA","VTHR","VYM","FTEC","QLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100575753","title":"美股收盘｜纳指逼近历史高点，芯片股集体冲高；美光闪迪领涨；阿里云加码20GW算力","url":"https://stock-news.laohu8.com/highlight/detail?id=1100575753","media":"美股收盘","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100575753?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 04:09","pubTimestamp":1790107776,"startTime":"0","endTime":"0","summary":"股市9月22日，美股三大指数收盘涨跌互现。热门股异动方面，半导体与AI链掀起上涨潮。公司计划在心血管及代谢领域引入外部资产，力争2030年前推出五款以上重磅创新药以维系长期增长。公司同步发布新一代AI芯片真武V900并披露千问MaaS平台年化经常性收入突破200亿元，为云业务长期增长奠定基础。","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":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999002463.SGD","LU0287142896.SGD","LU0353189680.USD","LU0345776255.USD","LU2089985449.USD","BK4512","LU2471134523.USD","PSI","LU0820562030.AUD","LU0326950275.SGD","SG9999014674.SGD","BK1501","LU0469268626.HKD","BK1608","HBMX","LU1674673428.USD","QLD","LU1568876335.HKD","SG9999000459.SGD","SMU00main","LU1280957306.USD","LU1548497426.USD","03455","LU0043850808.USD","LU1719994722.HKD","IE00BK4W5L77.USD","MULL","LU1868836914.USD","IE00B0169N27.USD","LU0540923850.HKD","LU2756315318.SGD","LU2125910500.SGD","QQQA","BK1610","LU0117844026.USD","LU2357305700.SGD","LU1868837136.USD","LU2125910849.SGD","LU0792757196.USD","QQQI","BK4550","KWEB","LU0348783662.USD","LU0359201612.USD","LU0719512351.SGD","LU0029874905.USD","LU0531970944.HKD","BK4533","USXF","LU1803068979.SGD","AIQ","LU0163747925.USD","LU0228659784.USD","LU1989764748.USD","LU0106259558.USD","BAI","LU2476274720.SGD","LU2750360641.GBP","MUYY","SG9999001689.USD","LU2023250330.USD","IE00B3M56506.USD","BERZ","LU2357627491.SGD","FXL","LU0594300179.USD","LU0231483743.USD","BKF","IE00B19Z3581.USD","LU2087625088.SGD","LU2286300806.USD","LU0328353924.USD","XLK","LU1251922891.USD","LU0307460666.USD","LU0831103253.SGD","FAI","IE00BWXC8680.SGD","LU0708995401.HKD","LU0164872284.USD","BK4575","LU2360106780.USD","LU0541501648.USD","LU0165289439.USD","LU0588545730.USD","LU2399975544.HKD","LU1048484197.HKD","SG9999001424.SGD","LU2168564065.EUR","LU1868838027.USD","LU2778985437.USD","LU0049853897.USD","LU0588545490.SGD","LU2097828631.EUR","LU0820561818.USD","TRFK","LU0348784397.USD","LU0109391861.USD","LU0859254822.USD","QID","IE00BPRC5H50.USD","BK4561","LU2168563687.JPY","HK0000320264.USD","LU0828237510.HKD","LU0029875118.USD","LU0502904849.HKD","SQQQ","LU1852331112.SGD","QQQX","LU2294711473.HKD","LU0149534421.HKD","HK0000151867.HKD","LU1267930730.SGD","LU0096364046.USD","LU2756315664.SGD","LU0048597586.USD","LU0054450605.USD","LU0856984785.SGD","LU2168564495.EUR","LU1981816686.USD","LU2403377893.USD","LU1515016050.SGD","LU0348827113.USD","LU0210526637.USD","LU0594300419.USD","LU1282649810.SGD","LU2242644610.SGD","QQQE","LU0820561909.HKD","09834","BK4566","LU1366334578.USD","HK0000306701.USD","LU1831875114.USD","JEPQ","LU0607220059.USD","IE00BJLML261.HKD","07266","LU0196878994.USD","PSQ","LU1960683339.HKD","LU2293587155.HKD","NVIW.SI","GPIQ","QMAR","BK4588","LU0229945570.USD","LU0164880469.USD","LU1989764664.SGD","LU1282649141.HKD","LU0051755006.USD","XNTK","LU2168564149.EUR","QDEC","LU0203347892.USD","LU0577902371.SGD","03086","07522","LU0256863811.USD","LU1242518857.USD","LU0650527681.SGD","BK4141","LU0797268264.HKD","LU0449509016.USD","LU1808992512.USD","LU1868837300.USD","IE00BMPRXR70.SGD","LU0261950983.USD","LU0488056044.USD","LU2097828557.USD","IE0034224299.USD","BK1591","LU0214875030.USD","LU0499858438.USD","LU0140636845.USD","LU1048588211.SGD","IE0002270589.USD","JGRO","BK1249","SG9999006597.SGD","IE00BMPRXN33.USD","BK4605","LU0791590937.USD","LU0264606111.USD","LU0516422366.SGD","LU0315178854.USD","LU1328615791.USD","AIFD","HBBD.SI","LU0823413660.USD","LU0605514214.HKD","LU0516422952.EUR","LU0348816934.USD","SGXZ86797644.SGD","LU0784639295.USD","LU0039217434.USD","LU0642271901.SGD","BK4581","LU1044874839.SGD","BK4527","LU1880398471.USD","LU2226246903.HKD","LU2290526834.HKD","LU1880383440.USD","QQQ","TECL","QQQJ","LU0898667661.SGD","LU0943347566.SGD","LU0588545904.SGD","LU2543165471.USD","LU1211504680.USD","LU0106959298.USD","LU0651946864.USD","BK1147","LU0011963245.USD","LU0348735423.USD","LU0823039010.USD","LU1196710864.SGD","NDX","MU","LU1023057109.AUD","IE0034235303.USD","LU0831093199.SGD","LU0672654166.SGD","LU0082616367.USD","LU1328277881.USD","LU0630378692.HKD","LU0345775950.USD","LU0320764599.SGD","MNQmain","CHPX","LU0516422440.USD","LU0608807433.USD","LU0873338254.USD","LU0327786744.USD","LU1303224171.USD","LU2449936058.SGD","LU3063872942.SGD","LU1323610961.USD","LU1551013342.USD","LU0320764755.SGD","HK0000320223.HKD","BK1517","LU0164865239.USD","NJAN","LU0169518387.USD","LU0081259029.USD","LU0061475181.USD","HK0000306685.HKD","LU0097036916.USD","02834","LU1282648689.USD","LU0117841782.USD","LU1551013425.SGD","LU1720051108.HKD","LU1224709979.USD","IETC","TQQQ","LU0359202008.SGD","BK4534","LU0154236417.USD","LU1105468828.SGD","LU0737861772.HKD","LU0918141705.HKD","LU0543330483.HKD","LU0531971595.HKD","LU0964807845.USD","BK1502","LU0640476718.US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22:04","pubTimestamp":1790085887,"startTime":"0","endTime":"0","summary":"9月22日，美光科技盘中上涨3.02%，报1075.30美元/股，成交额71.54亿美元，股价再创新高。当日存储概念股集体走强，闪迪涨超7%，SK海力士涨近2%。消息面上，三星将其4纳米产能一半以上分配给HBM4基础裸片生产，HBM竞赛加剧。Counterpoint数据显示，SK海力士占HBM收入份额50%，三星升至33%，美光占18%。公司将于9月30日公布财报，市场预期EPS达31.24美元，较上季度24.89美元大幅增长。","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":"美光带动存储板块走强，HBM竞赛升温催化行情","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669404531","title":"半导体概念走强 美光科技（MU）涨2.58% Omdia指二季度全球半导体营收创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2669404531","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669404531?lang=zh_cn&edition=fundamental","pubTime":"2026-09-22 22:03","pubTimestamp":1790085839,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股半导体概念局部走强，截至发稿，美光科技（MU）涨2.58%，迈威尔科技（MRVL）涨2.46%，泛林集团（LRCX）涨0.84%，应用材料（AMAT）涨0.67%，阿斯麦（ASML）涨0.60%，台积电（TSM）涨0.31%。消息面上，据外媒报道，Omdia最新研究报告显示，2026年第二季度全球半导体营收突破4250亿美元，再创历史新高，市场环比增长率达到31.4%，创历史纪录。AI需求和强劲的存储器价格继续成为推动市场的主要动力，使2026年上半年半导体总营收达到7520亿美元。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306346","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":["BK4543","LU2360106780.USD","MUU","FAI","CHPX","LU0820561909.HKD","LU2360107168.USD","LU0056508442.USD","LU0157215616.USD","LU2168563687.JPY","MUG","LU1868836591.USD","LU2403377893.USD","FDTX","LU0320765059.SGD","LU0203345920.USD","IE000M9KFDE8.USD","SG9999001424.SGD","LU1323610961.USD","LU0820562030.AUD","IE0009356076.USD","LU2168564495.EUR","TRFK","BK4554","LU0642271901.SGD","BK4588","LU1914381329.SGD","LU2054465674.USD","LU0417517546.SGD","BK4575","CHAT","LU1551013425.SGD","LU1868836757.USD","CGGO","LU2750360641.GBP","LU1551013342.USD","IE00BK4W5M84.HKD","LU0943347566.SGD","IXN","LU2458330243.SGD","LU0353189680.USD","LU0889566641.SGD","EMSF","BK4527","DRMY","LU2168564065.EUR","LU1629891620.HKD","LU2211815571.USD","IETC","MUD","IE00BKDWB100.SGD","BAI","LU0096364046.USD","SMU00main","LU1868836914.USD","LU0238689110.USD","MIC","LU1868837300.USD","EFIV","AIS","LU2543165471.USD","LU0109392836.USD","LU1316542783.SGD","MU","SGXZ51526630.SGD","LU0683600562.USD","FXL","LU0820561818.USD","LU2089985449.USD","SHOC","LU1720051108.HKD","RULE","LU1989764748.USD","BK4605","IE00B7SZLL34.SGD","LU0097036916.USD","LU1674673691.USD","LU1861215975.USD","LU1267930730.SGD","LU0109391861.USD","BK4512","USXF","LU2290526834.HKD","BK4579","LU1803068979.SGD","LU2213496289.HKD","LU1852331112.SGD","LU2756315318.SGD","HBMX","LU2471134879.HKD","LU0689472784.USD","DISK","LU0792757196.USD","BK4141","BK4532","LU0082616367.USD","LU2471134523.USD","LU0889565833.HKD","WLDR","WUGI","LU2168564149.EUR","LU0323591593.USD","LU0133085943.USD","LU2458330169.SGD","LU0708995401.HKD","XLK","LU1145028129.USD","LU2471134952.CNY","XNTK","LU2896262040.SGD","MUZ","LU0081259029.USD","LU2750360997.AUD","LU1861220033.SGD","BK4553","JGRO","LU2168564222.USD","LU0964807845.USD","AIFD","IE00B5949003.HKD","LU1778281490.HKD","ARTY","IE00B1XK9C88.USD","IE00BWXC8680.SGD","LU0640476718.USD","LU0061475181.USD","BK4566","LU2756315664.SGD","LU2023250330.USD","LU2048586759.USD","LU2102340556.USD","LU2931357623.SGD","LU1989764664.SGD","BK4585","LEGR","LU0353189763.USD","LU1267930813.SGD","LU0256863811.USD","SGXZ81514606.USD","TTXU","LU0127658192.USD","LU0719512351.SGD","LU0787776722.HKD","LU0256863902.USD","IE0034235303.USD","IE00BK4W5L77.USD","LU1366333091.USD","MUYY","PTF","LU1868837136.USD","MULL","IE00B19Z3B42.SGD","LU0210536198.USD","LU2250418816.HKD","LU1720051017.SGD","BOBP","GB00BDT5M118.USD","LU2286300806.USD","LU0234570918.USD","EGGY","IE00BSNM7G36.USD","LU1280957306.USD","FTEC","LU2357627491.SGD","AIQ","LU0274383776.USD","IE00B19Z3581.USD","LU1548497426.USD","LU2471134796.USD","BK4533","LU2357305700.SGD","SGXZ99366536.SGD","LU0859254822.USD","IE00BJLML261.HKD","LU0154236417.USD","LU0672654240.SGD","LU1674673428.USD","LU0203347892.USD","LU2087625088.SGD","IE0002270589.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115032870","title":"美股异动 | 存储概念股走强，闪迪涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115032870","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115032870?lang=zh_cn&edition=fundamental","pubTime":"2026-09-22 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2026开发者大会本周登场","url":"https://stock-news.laohu8.com/highlight/detail?id=1196949176","media":"老虎资讯综合","labels":["AIColumn"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196949176?lang=zh_cn&edition=fundamental","pubTime":"2026-09-22 20:01","pubTimestamp":1790078460,"startTime":"0","endTime":"0","summary":"热门股异动：阿里巴巴盘前上涨2.98%，云栖大会宣布大规模AI芯片与数据中心扩张计划；Circle在获 Binance 投资利好下升1.60%；英特尔回吐前日涨幅，盘前小幅下滑1.26%，此前公司股价因 AI 服务器架构预期而走高；美光科技在机构下调盈利预期后回落1.12%；英伟达随大市整理，小幅回调0.30%，但仍受益于高性能 GPU 需求；Meta在 Muse 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19:15","pubTimestamp":1790075712,"startTime":"0","endTime":"0","summary":"三星已将其目前4纳米产能的一半以上分配给 HBM4 基础裸片生产。HBM 竞赛竞争加剧此次扩产正值三星加速 HBM4 产能爬坡之际。三星的增长已在重塑竞争格局。Counterpoint 数据显示，三星 HBM 收入份额从第一季度的21%升至第二季度的33%，而 SK 海力士占50%，美光占18%。在今年6月，三星是首家完成 HBM4 验证并开始出货的供应商，而 SK 海力士面临认证延迟，美光则仍更专注于 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