美股详情

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1倍做空MU ETF-Direxion

9.74

+0.37003.95%

盘后：9.890.1450+1.49%19:59 EDT

成交量：555.51万

成交额：5,399.45万

市值：3,029.10万

市盈率：- -

高：9.84

开：9.62

低：9.62

收：9.37

52周最高：101.30

52周最低：8.74

股本：311.00万

流通股本：311.00万

量比：0.83

换手率：178.62%

股息：0.85

股息率：8.76%

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

美股存储芯片股盘前多数上涨

期权大单 | 美光科技获227万美元卖PUT资金欲押注企稳，SpaceX惊现近400万美元长期看空布局

Counterpoint：无需担忧 HBM 内存需求放缓，更高堆叠仍是行业趋势

夜盘异动｜半导体、光通信、存储股夜盘反弹，Applied Optoelectronics升4%，美光、闪迪升 2%

老虎资讯综合

突然少了200亿美元，OpenAI带崩AI股

AI存储真的全面短缺吗？从HBM扩产到普通DRAM涨价的供给传导

美股成交额Top 20：苹果涨超1%，将于10月13日举行产品发布会；AI股重挫，英特尔跌5%、美光闪迪跌4%、英伟达跌3%

环球市场播报

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%

周四，美股存储芯片与硬件供应链指数收跌3.78%，报201.83点，创9月17日以来收盘新低。成分股全线溃败，闪迪收跌4

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

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

集邦咨询：成本压力转向需求端预期2027年全球笔记本出货量将呈低个位数衰退

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

存储涨价还在继续，但最危险的信号已经出现：供给何时真正传导

美光目标价被投行大幅上调，最高3000美元

华尔街见闻

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20：苹果涨超1%，将于10月13日举行产品发布会；AI股重挫，英特尔跌5%、美光闪迪跌4%、英伟达跌3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674000914","media":"环球市场播报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674000914?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 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07:23","pubTimestamp":1791501790,"startTime":"0","endTime":"0","summary":"当地时间10月8日，美股遭遇了一场突如其来的“地震”。导火索是一篇来自英国《金融时报》的报道。该报道称，OpenAI向投资者透露，截至9月底，其年化营收“接近500亿美元”，远低于此前媒体报道的约700亿美元。对OpenAI这种公司来说，这个数字天然“虚高”。但OpenAI自己的口径，始终接近500亿。OpenAI正在寻求至少300亿美元新融资，估值据称高达1.4万亿美元。博通还在为OpenAI定制芯片安排超过500亿美元融资。","market":"hk","thumbnail":"https://images.bitpush.news/2026/10/special_cn-20261008-179150153916942614.png:1d432e53-4349-443d-a440-7ebada22650b-200x140.png","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/10/special_cn-20261008-179150153916942614.png:1d432e53-4349-443d-a440-7ebada22650b-200x140.png"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7688846","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7688846","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":"bit_push_news","symbols":["LU0106261372.USD","LU0957791311.USD","ILDR","BK4567","LU1852331112.SGD","LU2023250843.SGD","SNPE","CGBL","LU0426412945.USD","LU0426417589.USD","LU2404859741.USD","LU0174119429.USD","LU2360107168.USD","LU2249611893.SGD","AMDG","IE00BGHQDM52.EUR","LU0061475181.USD","IE00BKPKM429.USD","LU0390134368.USD","MUYY","SGXZ44715902.SGD","LU1496350171.SGD","IE00BDGV0183.EUR","NVD2.UK","SG9999001077.SGD","SG9999014880.SGD","IE00B19Z8W00.USD","IE00B7KXQ091.USD","LU0143551892.USD","LU0894485498.HKD","LU0314104364.USD","LU2211815571.USD","LU2247934214.USD","USAW.SI","SAMD0main","NVDS.UK","LU1043141396.HKD","LU2054465674.USD","DIPS","LU0211327993.USD","FAI","LU2065170008.USD","LU2491049909.HKD","AMZD","LU1400636657.SGD","LU1489326972.SGD","LU1935042215.USD","IE0000B7K699.USD","LU1720051017.SGD","CIBR","AMYY","IE00BJJMRY28.SGD","ANV","LU0742534661.SGD","LU1880398471.USD","LU2403377893.USD","VGT","IE00BYV24P56.USD","LU0395794307.EUR","LU2458330243.SGD","SG9999003800.SGD","IXN","LU0256863902.USD","MSFD","LU2360106780.USD","LU2092627202.USD","LU0345769128.USD","LU1868836757.USD","AVGX","IE00B3S45H60.SGD","IE00BJJMRX11.SGD","LU2242649171.HKD","SOXX","LU0787776722.HKD","LU1236620834.HKD","LU1633808545.USD","LU0265550946.USD","LU0528227936.USD","LU2506952170.USD","LU0323591593.USD","LU0784383803.USD","LU0472753341.HKD","LU2211814178.USD","LU0557290698.USD","LU2286300806.USD","THMR","BK4538","LU2764263203.CNY","LU0312595415.SGD","SHOC","LU1188199696.SGD","SG9999001424.SGD","LU2237443465.HKD","LU1861559042.SGD","AMAA","IE00BN8TJ469.HKD","LU2471134523.USD","IE0004445015.USD","LU0823434740.USD","LU0823434583.USD","LU0057025933.USD","LU0320765059.SGD","BK4561","LU1242518857.USD","LU2237438978.USD","LU2125154935.USD","LU0345774391.USD","LU2047632596.USD","LU0347712357.USD","LU2361045086.USD","JGRO","SG9999015358.SGD","LU1951198990.SGD","SOXQ","LU0053666078.USD","IE00BHPRN162.USD","IE00BYQQ9H92.USD","HULL","LU2125909759.SGD","LU2430703095.HKD","LU2298321311.HKD","LU0158827781.USD","IE00BQXX3C00.GBP","CLIX","WANT","LU2357125470.USD","BK4592","IE00BZ1G4Q59.USD","LU0048584097.USD","LU2404859667.USD","SG9999017495.SGD","LU0950375773.USD","LU2244417387.USD","SGXZ23171101.USD","IE00B19Z3581.USD","LU1201861249.SGD","LU0056508442.USD","LU1242518931.SGD","LU1564329461.SGD","NVYY","SG9999015978.USD","LU1316542783.SGD","LU2430703178.SGD","LU1670711123.USD","LU1721428933.USD","EMSF","LU2505996509.AUD","SG9999018857.SGD","LU1868836914.USD","BK4141","LU0889566641.SGD","TRFK","LU1861220033.SGD","PSI","BK4528","SORCLmain","LU1988902786.USD","LU0708994859.HKD","LU2095319765.USD","AGOX","LU2272731865.HKD","LU1145028129.USD","LU0289960550.SGD","LU0208291251.USD","LU1244550577.SGD","LU2168563687.JPY","LU1334329650.SGD","ORCS","LU0788109477.HKD","LU0128525929.USD","LU0757359368.USD","AVS","BK4527","LU0203202063.USD","IE0003U64NQ7.SGD","LU0170899867.USD","LU1069344957.HKD","LU1201861165.SGD","LU1221951046.USD","LU0094547139.USD","LU2237443549.SGD","LU0149725797.USD","LU0882574139.USD","MSFL","SG9999015945.SGD","LU0070217475.USD","LU0070302665.USD","LU0466842654.USD","LU0648000940.SGD","LU2168564495.EUR","LU0690374615.EUR","TTEQ","SMU00main","IE00BFSS7M15.SGD","IE00BMCWC346.EUR","LU1951200564.SGD","IE00BLSP4452.SGD","LU0079474960.USD","EGGY","IE00BFSS8Q28.SGD","IE0004086264.USD","LU1823568750.SGD","IE00B19Z9505.USD","LU2077746001.SGD","ORCZ","IE00BWXC8680.SGD","LU1974910355.USD","LU2452424414.USD","FTXL","SPTE","NVDL","LU0171293334.USD","LU0708995401.HKD","LU2168564222.USD","LU0133085943.USD","LU0251142724.SGD","LU1267930573.SGD","09788","LU1551013425.SGD","LU2462157665.USD","LU2065171402.SGD","MUG","IE0002270589.USD","LU0345774631.USD","BK4504","LU2361044949.HKD","LU0320765489.SGD","LU1941712264.USD","BOBP","SG9999015986.USD","LU1699723380.USD","LU0640476718.USD","LU1989763005.USD","LU2089284900.SGD","SG9999018865.SGD","LU0289739343.SGD","BK4533","HK0000532082.HKD","IE00B4YY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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 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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 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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":"fut","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":["LU0225283273.USD","LU0965509010.AUD","LU1861127337.USD","BK4608","LU1935042488.USD","LU1718418525.SGD","NVD2.UK","LU1119994496.HKD","LU1934455194.USD","LU2357125470.USD","IE00BLSP4452.SGD","LU2148611432.USD","LU2168564149.EUR","LU2211815571.USD","NVYY","LU0175139822.USD","LU0472753341.HKD","SG9999015952.SGD","AIQ","LU0724617625.USD","LU2746668461.USD","LU2471134952.CNY","LU2357627491.SGD","ARTY","LU1366192091.USD","LU2023250843.SGD","LU2100268510.USD","IE00B19Z9505.USD","DRMY","SG9999015978.USD","SGXZ51526630.SGD","LTL","LU0289961442.SGD","LU1244550221.USD","LU2097344431.USD","LU2237443895.HKD","CQTM","BK4614","LU2461242641.AUD","SGXZ80539844.SGD","LU0980610538.SGD","LU0094547139.USD","IE00BJLML261.HKD","SOXQ","SG9999014567.USD","IE000W1ABFV2.USD","UYG","FTXO","LU1803068623.USD","LU2102340556.USD","LU2048586759.USD","LU0265550946.USD","LU2413666426.HKD","IE00B775H168.HKD","LU2275660780.HKD","LU0053666078.USD","XLF","LU0795875169.SGD","MUG","LU2552382132.HKD","IE00BN8TJ469.HKD","LU1989772923.USD","ROM","JPO","THMR","GOOW","VFH","LU2347655156.SGD","LU0823414478.USD","LU2279689827.SGD","LU2168564065.EUR","BK4553","LU0795875086.SGD","LU1951200564.SGD","LU2462157665.USD","BOBP","DSPC","NVDS","LU1629891620.HKD","CHAT","LU1880398554.USD","IE00BZ1G4Q59.USD","GGLL","LU2471134879.HKD","LU0289739343.SGD","LU0138981039.USD","NVD","SG9999015945.SGD","LU2491050154.USD","SG9999017495.SGD","LU0444971666.USD","LU2491049909.HKD","LU2552382215.SGD","GOOGL","LU2362541513.USD","ELOL","LU0265550359.USD","BK4141","SPAX","LU2271345857.HKD","TRUF","LU2089284900.SGD","LU2250418816.HKD","LU0868494617.USD","LU2491050071.SGD","TTEQ","LU2458330169.SGD","LU1642822529.SGD","XLC","LU0289960550.SGD","FXL","IE00BDRTCR15.USD","LU1116320901.HKD","OGIG","LU1674673691.USD","LU2471134796.USD","BK4089","IE00BLSP4239.USD","LU0868494708.USD","LU1037948541.HKD","ILDR","LU0648000940.SGD","METV","LU1201861249.SGD","IE00BHPRN162.USD","LU0234572021.USD","LU0072462426.USD","IE00BYXW3230.USD","SMHX","LU0742534661.SGD","LU0267386448.USD","SOXY","IE0004091025.USD","LU0079474960.USD","LU0477156797.USD","LU0726765562.USD","LU2756315664.SGD","NVIW.SI","SPCF","LU1244550577.SGD","LU2023250330.USD","LU1633808545.USD","LU2237443622.USD","LU0787776722.HKD","LU2506951792.HKD","BK4574","LU2417539215.USD","LU0061474960.USD","ANV","LU2361044949.HKD","LU2362541273.HKD","LU1868836591.USD","LU1145028129.USD","LU1571399168.USD","LU0210536198.USD","XDAT","LU0143551892.USD","LU0251142724.SGD","LU0348723411.USD","MUZ","IE000F7OJYX1.SGD","LU1670628061.USD","LU1951198990.SGD","LU0417517546.SGD","LU0820562030.AUD","SG9999014575.USD","LU2249611893.SGD","MUD","ORBX","IE00BK4W5L77.USD","AGOX","LU2106854487.HKD","GAMR","LU0342679015.USD","WLDR","NVII","LU0823434740.USD","LU1868836757.USD","SNVD.UK","LU0234570918.USD","LU1363072403.SGD","LU0154236417.USD","GGLS","LU0353189680.USD","GB00B4LPDJ14.GBP","LU0057025933.USD","LU1935043452.HKD","TFNS","LU0784384876.USD","LU0792757196.USD","LU0889566641.SGD","LU2168564222.USD","LU1989764748.USD","LU0985320562.USD","VGT","BK4548","LU2213496289.HKD","SPAL","LU2360032135.SGD","HK0000532082.HKD","LU0149725797.USD","EFIV","BK4566","LU1934455863.HKD","LU1645745479.HKD","LU1732799900.SGD","LU0426417589.USD","LU1267930573.SGD","BK4529","LU2237438978.USD","LU0130103400.USD","LU2381873111.SGD","SG9999014559.SGD","LU0738911758.USD","CGGO","LU0211328371.USD","LU0323591593.USD","BK4585","LU2592432038.USD","IE00BMPRXQ63.HKD","LU0077335932.USD","LU0345768740.USD","VT","FDTX","LU1868836914.USD","LU2089985449.USD","LU1861215975.USD","LU1914381329.SGD","IXG","LU2543165471.USD","FTEC","LU0345770308.USD","IE00B1XK9C88.USD","MIC","IE00BMPRXR70.SGD","LFGY","LU0312595415.SGD","BK4567","LU1852331112.SGD","LU2077746001.SGD","LU2473716301.USD","NVDB","SKYY","IE000M9KFDE8.USD","LU0784385840.USD","SG9999015341.SGD","LU1839511570.USD","BK4514","LU0354030511.USD","BK4533","IE00BFSS8Q28.SGD","LU0274383776.USD","LU1551013425.SGD","LU2404859667.USD","LU0097036916.USD","LU1815333072.USD","09788","MARS","SPCH","LU2487616109.SGD","LU1989764664.SGD","SOXX","LU1979441026.SGD","IE00BWXC8680.SGD","ABFL","LU0310799852.SGD","BK4605","LU1400636491.USD","LU0302445910.USD"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21:19","pubTimestamp":1791465558,"startTime":"0","endTime":"0","summary":"集邦咨询目前预期2027年全球笔记本出货量将呈低个位数衰退，但若DRAM与CPU价格维持高位，品牌被迫扩大成本转嫁，导致终端售价上涨，可能进一步延长消费者换机周期，全年出货衰退幅度不排除加剧至高个位数。集邦咨询表示，2026年由于CPU供给改善、品牌提前采购及部分换机需求提前释放，支撑笔记本市场出货，但不代表终端需求实质复苏。TrendForce集邦咨询表示，2027年笔记本市场的关注焦点将由供应是否充足转向终端能否承受更高价格。","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/1504896.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":["MUYY","DRAM","BK4588","DRAL","MUG","MUZ","MIC","DRMP","DRMY","MUD","MUU","MULL","DISK","RAMZ","RAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673077902","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2673077902","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673077902?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 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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":"sg","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":"299f0a9977df499f8ead781071e5e5e7","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":["LU2860962120.EUR","IE00B7SZLL34.SGD","LU0234570918.USD","LU2168564065.EUR","IE00B5949003.HKD","LU0820562030.AUD","MU","PTF","LU1868836757.USD","LU2168563687.JPY","SGXZ81514606.USD","LU1316542783.SGD","LU2168564495.EUR","LU1720051108.HKD","LU0787776722.HKD","BK4554","CHPS","LU1803068979.SGD","LU0133085943.USD","LU0154236417.USD","LU2458330243.SGD","JGRO","GB00BDT5M118.USD","SMH","LU1145028129.USD","BOBP","LU2357305700.SGD","LU0238689110.USD","LU1280957306.USD","FTXL","LU1720051017.SGD","LU2896262040.SGD","SGXZ99366536.SGD","SMU00main","BK4566","LU0889566641.SGD","MUYY","LU0274383776.USD","USXF","LEGR","LU0096364046.USD","BK4605","LU1674673428.USD","LU2471134952.CNY","LU0081259029.USD","BK4512","LU2750360641.GBP","SG9999015978.USD","IE00BWXC8680.SGD","MULL","LU2357627491.SGD","LU2089985449.USD","LU2087625088.SGD","LU1323610961.USD","LU1267930813.SGD","LU2054465674.USD","LU2211815571.USD","LU2458330169.SGD","MIC","MUG","LU2543165471.USD","AIQ","DISK","IE00B1XK9C88.USD","FTEC","LU0256863811.USD","LU0056508442.USD","EFIV","LU0157215616.USD","LU1778281490.HKD","MUU","IE000M9KFDE8.USD","SG9999015952.SGD","CHAT","LU2213496289.HKD","MUD","LU0683600562.USD","XLK","CHPX","SG9999001424.SGD","LU0820561909.HKD","SGXZ51526630.SGD","IE0009356076.USD","IE0034235303.USD","MUZ","FDTX","LU2102340556.USD","LU2168564222.USD","LU2286300806.USD","LU0708995401.HKD","LU0210536198.USD","LU0943347566.SGD","IE00B19Z3581.USD","LU1868837300.USD","LU0256863902.USD","LU2471134796.USD","LU0859254822.USD","LU2290526834.HKD","LU2403377893.USD","LU0061475181.USD","BK4585","LU1868836591.USD","LU0719512351.SGD","LU2471134523.USD","EGGY","BK4575","FXL","RULE","ARTY","LU1267930730.SGD","LU2756315664.SGD","PSI","BK4588","LU0203345920.USD","LU1989764748.USD","BAI","LU2250418816.HKD","BK4533","LU0353189680.USD","IE00BK4W5M84.HKD","TTXU","DRMY","IE0002270589.USD","TRFK","XNTK","LU0417517546.SGD","LU0889565833.HKD","LU0792757196.USD","LU2360106780.USD","LU2023250330.USD","LU1551013342.USD","IETC","LU1868836914.USD","HBMX","IE00BK4W5L77.USD","FAI","LU0964807845.USD","LU0127658192.USD","WUGI","LU1852331112.SGD","LU1868837136.USD","AIFD","LU0820561818.USD","SG9999015945.SGD","LU1551013425.SGD","LU2931357623.SGD","LU1861215975.USD","CGGO","LU0672654240.SGD","LU1629891620.HKD","LU2750360997.AUD","VGT","IE00BKDWB100.SGD","IXN","LU1548497426.USD","LU2168564149.EUR","LU0320765059.SGD","BK4527","IE00B19Z3B42.SGD","BK4553","LU0640476718.USD","LU0642271901.SGD","WLDR","LU0082616367.USD","LU1861220033.SGD","LU2756315318.SGD","SOXX","AIS","BK4141","LU0109392836.USD","SG9999015986.USD","LU1914381329.SGD","LU1989764664.SGD","LU1366333091.USD","LU0689472784.USD","IE00BJLML261.HKD","LU2471134879.HKD","LU2360107168.USD","LU1674673691.USD","LU0097036916.USD","LU2048586759.USD","SHOC","LU0203347892.USD","BK4543","LU0109391861.USD","IE00BSNM7G36.USD","LU0353189763.USD","LU0323591593.USD","BK4579","SOXQ","BK4532","EMSF"],"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":"other","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":"299f0a9977df499f8ead781071e5e5e7","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":["LU2237443549.SGD","LU2168564065.EUR","LU2290526834.HKD","LU2100268510.USD","IE000MB6IJN5.SGD","LU0912757837.SGD","XNTK","LU0056508442.USD","LU2491050071.SGD","SG9999014898.SGD","LU0683600562.USD","SHOC","SG9999014906.USD","BK4554","LU1803068623.USD","IE00B19Z8X17.USD","MUZ","IE00B19Z3581.USD","LU2168564495.EUR","LU0965509101.SGD","LU1861127337.USD","LU1861558580.USD","IE000WAW04H5.SGD","NVII","LU2133065610.SGD","LU0859254822.USD","IE0004445015.USD","LU0094547139.USD","LU2456880835.USD","LU1691799644.USD","LU2491049909.HKD","LU1316542783.SGD","LU0345770308.USD","LU1548497426.USD","LU0511384066.AUD","LU0345768153.USD","HK0000320264.USD","LU0444973449.USD","LU0494093205.USD","LU1629891620.HKD","IE00B1XK9C88.USD","HK0000819398.USD","LU0553294199.USD","LU1551013425.SGD","LU1571399168.USD","LU0109391861.USD","XLK","IE00B775SV38.USD","IE00BQXX3D17.EUR","HK0000532082.HKD","LU0289960550.SGD","LU1244550221.USD","IE00B3SWFQ91.USD","LU0417517546.SGD","LU0788109477.HKD","CNEQ","LU1804176565.USD","INTW","NVD3.UK","AMDC","FAI","LU0726765562.USD","LU0210536198.USD","LU1880398554.USD","LU2357627491.SGD","LFGY","LU0868494617.USD","IXN","BK4614","LU0170899867.USD","AMDW","LU2756315664.SGD","BK4533","LU0882574139.USD","IE00BFSS8Q28.SGD","LU1242518857.USD","AMYY","LU0672654240.SGD","IE00B5949003.HKD","SNDC","NVDS.UK","LU1934455863.HKD","LU1914381329.SGD","NVD2.UK","LU1935042215.USD","IE00BKDWB100.SGD","2NVD.UK","LU0267386448.USD","SPTE","LU0158827948.USD","HK0000304805.HKD","LU2065171311.SGD","LU0823414478.USD","LU2168564222.USD","LU0943347566.SGD","LU1400636491.USD","NVDA","SG9999015952.SGD","LU1989764748.USD","SG9999014880.SGD","LU1814569148.SGD","HK0000914660.USD","INYY","LU2028103732.USD","LU2360107168.USD","SOXY","SG9999004303.SGD","MUYY","LU0048573561.USD","LU0276348264.USD","LU0096362180.USD","LU2063271972.USD","SG9999014914.USD","LU0321505439.SGD","LU1868837136.USD","BK4585","LU0256863902.USD","LU0080751232.USD","LU2381873111.SGD","LU0048584097.USD","LU0128525689.USD","LU0289739343.SGD","BK4532","LU0323239441.USD","LU1235294995.USD","LU2462591277.SGD","QQQG","LU0321505868.SGD","SNDK","LU0985320562.USD","SG9999015945.SGD","LU0528227936.USD","LU0345768740.USD","LU1815336760.USD","LU0082616367.USD","LU1242518931.SGD","NVDX","LU0976567544.SGD","LU0345769128.USD","BK4608","BK4503","LU0265550946.USD","LU1720051108.HKD","SCHA","LU2452424414.USD","LU1645745479.HKD","LU1934455194.USD","LU2506951792.HKD","LU2125909593.SGD","LU2065170008.USD","LU2360032135.SGD","LU2746668974.SGD","JGRO","IE0004091025.USD","LU1951200564.SGD","LU1989764664.SGD","LU0251142724.SGD","07788","LU2357125470.USD","LU1935042488.USD","LU0289961442.SGD","INT","LU2148611432.USD","LU2430703251.USD","LU0127658192.USD","INTC","LU0143551892.USD","LU1983260115.SGD","LU0965509010.AUD","LU1037948897.HKD","LU1917777945.USD","WUGI","DRIV","AMUU","IE0004086264.USD","LU1066051811.HKD","LU1144417596.USD","LU2083900584.USD","AIFD","IE00B19Z9505.USD","LU2420271590.USD","AMDG","NVC","LU2089284900.SGD","HK0000306701.USD","IE0034235303.USD","LU0210533765.USD","HK0000306685.HKD","SGXZ51526630.SGD","LU0203201768.USD","LU1791710400.SGD","LU2271345857.HKD","LU2471134879.HKD","LU0738911758.USD","LU1035775433.USD","IE00BSNM7G36.USD","LU2746668461.USD","LU1633808545.USD","SMCY","LU2211815571.USD","LU1989772923.USD","TYLG","SMCL","IE000YTNTUN2.SGD","LU1823568750.SGD","LU2355687059.USD","ARTY","LU2430703095.HKD","LU0052756011.USD","LU0345769631.USD","AMDD","LU0466842654.USD","LU2361045086.USD","BK4592","BK4170","LU1153585028.USD","LU0106261372.USD","LU0225283273.USD","LU2592432038.USD","LU1868836757.USD","SMU00main","LU2294711713.HKD","LU0061474960.USD","SCHM","SNDU","LU2471134523.USD","LU2089985449.USD","HK0000320223.HKD","09788","BK4598","EFIV","LU0061475181.USD","LU1923622614.USD","NVD","IE00BJJMRY28.SGD","IE00BKVL7J92.USD","IE000W1ABFV2.USD","LU2047632596.USD","LU2272731600.USD","DIPS","NVDU","LU2417539215.USD","LU1202635105.USD","LU2552382215.SGD","IE00BN29S564.USD","LU0310800965.SGD","LU2168563687.JPY","BK4587","COWG","LU0203202063.USD","LU2092627202.USD","LU0642271901.SGD","BK4567","LU0708994859.HKD","LU0097036916.USD","LU0211326839.USD","LU0215105999.USD","LU2403377893.USD","LU0823421416.USD","IE0002270589.USD","LU2249611893.SGD","LU2237443895.HKD","LU2462591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16:08","pubTimestamp":1791446880,"startTime":"0","endTime":"0","summary":"三星电子单季营业利润首次突破100万亿韩元，仍没有换来市场的无条件欢呼。10月8日公布的2026年第三季度初步业绩显示，三星营业利润为107.4万亿韩元，同比增长782.5%，环比增长20.01%；销售 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15:34","pubTimestamp":1791444892,"startTime":"0","endTime":"0","summary":"DA Davidson将美光目标价上调至3000美元，较当前股价隐含176%上行空间，核心逻辑是：AI驱动的内存超级周期将延续至2028年，供需缺口持续扩大。关键变量在于需求方\"换血\"——买家从易违约中小客户变为亚马逊、微软、谷歌等科技巨头，美光已锁定1500亿美元剩余履约义务。","market":"us","thumbnail":"https://static.tigerbbs.com/3c394e8e734b45bc10939e5d9e0bde04","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3c394e8e734b45bc10939e5d9e0bde04"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3783174","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"美光目标价被投行大幅上调，最高3000美元","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MIC","MUD","MU","MUU","MUYY","MUG","MUZ","MULL"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":15,"pageCount":4,"totalSize":293,"code":"91000000","status":"200"}]}}