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Rambus

101.04

-6.4300-5.98%

盘前：101.00-0.0400-0.04%05:37 EDT

成交量：188.19万

成交额：1.91亿

市值：109.59亿

市盈率：46.34

高：105.35

开：105.35

低：100.80

收：107.47

52周最高：174.10

52周最低：77.89

股本：1.08亿

流通股本：1.08亿

量比：1.40

换手率：1.75%

股息：- -

股息率：- -

每股收益(TTM):2.18

每股收益(LYR):2.11

净资产收益率：17.79%

总资产收益率：11.03%

市净率：7.47

市盈率(LYR):47.89

数据加载中...

总览公司新闻资讯公告

美股盘后速递：存储芯片股普跌，闪迪、西部数据跌超2%；现货黄金小幅下跌；特朗普再威胁恢复打击伊朗；强生宣布55亿美元和解滑石粉诉讼案

Rambus二季度每股收益0.61美元

每日经济新闻

异动解读｜Rambus盘后上涨11.81%，季度财报发布后股价大幅走高

美股存储板块高开低走闪迪（SNDK）跌8.11% 长鑫存储上市重塑全球存储竞争格局

异动解读｜Rambus夜盘上涨5.09%，财报日机构乐观预期叠加存储板块回暖

存储芯片板块集体回调闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点

异动解读｜Rambus盘中下跌5.33%，存储板块集体回调叠加韩国反垄断调查余波

存储概念延续涨势闪迪(SNDK)涨逾9% 美银指中国开源大模型密集落地强化存储赛道乐观预期

异动解读｜Rambus盘中上涨7.19%，存储板块集体反弹叠加财报预期提振

美股异动｜存储芯片概念股全线上涨，闪迪大涨超10%

异动解读｜Rambus盘前上涨5.14%，存储板块集体反弹叠加财报预期提振

存储概念股悉数上扬闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口

财报前瞻｜Rambus本季度营收预计增15.43%，机构观点偏乐观

异动解读｜Rambus盘中下跌6.14%，韩国反垄断搜查事件持续发酵叠加存储板块集体承压

异动解读｜Rambus盘前下跌5.31%，韩国反垄断搜查事件持续发酵叠加存储板块集体承压

存储板块受压明显闪迪(SNDK)跌9.20% 长鑫存储IPO带来竞争压力致板块获利了结

涉嫌串通价格，澜起、瑞萨、Rambus在韩遭搜查

异动解读｜Rambus盘中下跌5.2%，报99.9美元

异动解读｜Rambus盘前上涨5.13%，存储板块前一交易日超跌后集体反弹

存储板块深度回调闪迪(SNDK)跌10.57% 韩国投资证券下调海力士盈利预测引板块巨震

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22:14","pubTimestamp":1785161677,"startTime":"0","endTime":"0","summary":"本次上市为国内存储赛道带来大额融资支撑，产能扩张与技术迭代节奏提速，直接冲击以美光科技、闪迪、西部数据为代表的美国存储上市公司中长期市场份额与定价能力，彻底改写全球通用存储芯片的寡头竞争格局。随着长鑫存储依托上市融资快速扩产，国产通用存储供给持续释放，将有效缓解全球消费级存储供需紧张局面，逐步削弱美股存储企业的议价权与涨价收益空间，行业价格中枢有望逐步回落。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303067","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":["AIFD","LU2286300806.USD","LU0109391861.USD","FSMD","SG9999002950.SGD","LU2471134952.CNY","IE0009356076.USD","SK","LU0238689110.USD","LU0133085943.USD","LU2543165471.USD","SKHX","688525","AIS","FDTX","LU0109392836.USD","BK4526","CHAT","IE00BSNM7G36.USD","LU2250418816.HKD","LU0964807845.USD","LU0203345920.USD","LU0719512351.SGD","LU0444971666.USD","MU","LU0082616367.USD","LU0127658192.USD","LU2290526834.HKD","MUU","IE00BWXC8680.SGD","IE00B19Z9P08.USD","CHPX","LU1548497426.USD","SHOC","BK4533","WLDR","FTEC","BOBP","LU0096364046.USD","LU2360106780.USD","SKDD","SNDC","FTXL","IE0002270589.USD","LU2360107168.USD","BK4554","LU2211815571.USD","LU1267930730.SGD","PSI","LU0640476718.USD","LU1366333091.USD","LU1868837136.USD","IE00BK4W5L77.USD","LU2931357623.SGD","COWG","FXL","STX","LU2756315664.SGD","SGXZ51526630.SGD","LU0056508442.USD","LU1823568750.SGD","QQQG","LU1868836757.USD","LU0642271901.SGD","SKHZ","CGGO","LU1035773651.USD","LU1720051108.HKD","LU0162691827.USD","LU0708995401.HKD","LU2168563687.JPY","SNDK","IE00B7SZLL34.SGD","BK4532","LU1861220033.SGD","LU1989764664.SGD","WUGI","SMH","LU0210536198.USD","LU0274383776.USD","LU1316542783.SGD","XITK","LU2458330243.SGD","LU0957808578.USD","RULE","LU0889565833.HKD","BK4575","SGXZ81514606.USD","LU1989764748.USD","MUYY","RMBS","LU1868836914.USD","SNXX","LU1280957306.USD","HBMX","DISK","LU2896262040.SGD","LU2756315318.SGD","LU0320765059.SGD","SKHYV","07709","LU2054465674.USD","TRFK","IE00B894F039.SGD","SGXZ99366536.SGD","LU2023250330.USD","LU0240877869.USD","LU1670627923.USD","SKUU","WDC","LU0792757196.USD","BK4553","WDCX","LU1868836591.USD","EMSF","QQQA","MIC","LU2048586759.USD","LU1868837300.USD","MUZ","GB00BDT5M118.USD","LU2750360997.AUD","VGT","LU0054578231.USD","SCHM","BK4605","USXF","LU1914381329.SGD","BK4527","SCHA","BK0214","LU0072461881.USD","LU0859254822.USD","LU2168564065.EUR","JGRO","OPTZ","LU0476273544.USD","LU0787776722.HKD","MUD","LEGR","SNDU","IE0034235303.USD","LU0943347566.SGD","LU2168564222.USD","LU2471134523.USD","BK4585","IE00BK4W5M84.HKD","LU0157215616.USD","LU0154236417.USD","LU0256863811.USD","LU0256863902.USD","LU2168564495.EUR","TTXU","BK4588","LU2471134796.USD","IETC","IE00BKDWB100.SGD","CHPS","LU0081259029.USD","SOXX","LU2471134879.HKD","SG9999001424.SGD","LU2063271972.USD","LU0061475181.USD","SNDG","LU0820561818.USD","SIMO","LU2357627491.SGD","LU0689472784.USD","BK4141","BK4512","LU1720051017.SGD","BAI","EFIV","BK4566","IE00BJLML261.HKD","LU1046421795.USD","LU1551013342.USD","LU1145028129.USD","LU1815336760.USD","LU1551013425.SGD","LU1803068979.SGD","LU1861215975.USD","IE000M9KFDE8.USD","LU1852331112.SGD","FAI","LU1069347547.HKD","LU1235294995.USD","TMSL","LU1267930813.SGD","CNEQ","LU0963586101.USD","DRMY","HYNX","LU0417517546.SGD","LU0323591593.USD","LU1670628061.USD","LU2750360641.GBP","BK4543","LU0820561909.HKD","LU2168564149.EUR","SNDQ","LU0006061336.USD","LU0683600562.USD","LU0889566641.SGD","LU0672654240.SGD","LU2089985449.USD","SKHY","EGGY","LU0203347892.USD","BK4170","LU1629891620.HKD","LU2213496289.HKD","IE00B19Z9Z06.USD","SOXQ","LU2102340556.USD","IE00B19Z3581.USD","ARTY","XLK","LU0240878834.USD","IXN","XNTK","LU0444973449.USD","LU1323610961.USD","SKHU","LU0820562030.AUD","AIQ","LU1983260115.SGD","MULL","LU2458330169.SGD","LU1642822529.SGD","LU2357305700.SGD","BK4579","FCUS","IE00B19Z3B42.SGD","IE00B1XK9C88.USD","IE00B5949003.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1147734511","title":"异动解读｜Rambus夜盘上涨5.09%，财报日机构乐观预期叠加存储板块回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=1147734511","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147734511?lang=zh_cn&edition=fundamental","pubTime":"2026-07-27 08:11","pubTimestamp":1785111075,"startTime":"0","endTime":"0","summary":"7月27日，Rambus夜盘上涨5.09%，报98.66美元/股，成交额8100美元。消息面上，Rambus将于今日盘后发布季度财报，市场一致预期本季度营收约1.99亿美元，同比增长15.43%，调整后每股收益约0.72美元，同比增长22.49%，机构观点偏乐观。此前7月24日存储芯片板块受摩根士丹利警示内存合同价格将于四季度见顶影响集体回调，Rambus当日跌超5%。当前半导体板块整体回暖，美光科技涨2.37%、英特尔涨2.01%、博通涨1.85%，板块情绪修复叠加财报乐观预期共同推动股价反弹。","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":"1","news_top_title":"Rambus夜盘上涨5.09%，财报日机构乐观预期叠加存储板块回暖","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653038251","title":"存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2653038251","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653038251?lang=zh_cn&edition=fundamental","pubTime":"2026-07-24 22:16","pubTimestamp":1784902561,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股存储芯片板块集体回调，截至发稿，闪迪  跌 6.58%，SK 海力士  跌 5.80%，美光科技  跌 5.32%，慧荣科技  跌 4.78%，Rambus  跌 4.57%，西部数据  跌 4.18%，希捷科技  跌 2.47%。侯赛尼表示，下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外，摩根士丹利最新报告警示，由人工智能驱动的半导体存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，标志着本轮产业周期正在发生深刻转变。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303022","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":["NBDS","FTXL","CHPS","DRMY","SMH","SNDG","EIS","XSD","RAM","USD","STX","SOXY","PSI","SKHZ","TEKX","SSG","LEGR","AIQ","SCHM","SKHY","SOXQ","ARTY","DRAM","FWD","WDCX","HBMX","VGT","RULE","SNDK","MUD","SOXL","CHPY","DISK","TECY","09747","PTF","SOXS","159582","RMBS","WDC","FSMD","SIMO","SOXX","MU","CWC","MQQQ","DRMP","CNAV","MUU","SMHX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1118070408","title":"异动解读｜Rambus盘中下跌5.33%，存储板块集体回调叠加韩国反垄断调查余波","url":"https://stock-news.laohu8.com/highlight/detail?id=1118070408","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1118070408?lang=zh_cn&edition=fundamental","pubTime":"2026-07-24 22:05","pubTimestamp":1784901929,"startTime":"0","endTime":"0","summary":"7月24日，Rambus盘中下跌5.33%，报97.685美元/股，成交额2297.78万美元。消息面上，存储及半导体板块集体承压，美光科技跌6.16%、SK海力士跌6.72%、英特尔跌3.98%，板块联动效应显著。此前Rambus因韩国反垄断搜查事件承压，尽管机构认为其韩国业务占比较低、实质冲击有限，但调查事件余波叠加板块回调，短期情绪再度转弱。Rambus将于7月27日发布季报，市场一致预期营收约1.99亿美元，调整后每股收益约0.72美元。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653203176","title":"存储概念延续涨势 闪迪(SNDK)涨逾9% 美银指中国开源大模型密集落地强化存储赛道乐观预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2653203176","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653203176?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 21:55","pubTimestamp":1784642119,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股存储概念延续涨势，截至发稿，闪迪  涨 9.31%，美光科技  涨 8.74%，SK 海力士  涨 9.01%，西部数据  涨 8.30%，希捷科技  涨 7.52%，Rambus  涨 5.21%，慧荣科技  涨 4.75%。消息面上，美国银行分析师 Vivek Arya 团队发布最新研报指出，以月之暗面 Kimi K3 为代表的中国开源大模型密集落地，进一步强化机构对存储赛道以及美光科技的乐观预期。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/Yzk2MTU4OTVjMjIwMzU3MzgyMjUzNg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/Yzk2MTU4OTVjMjIwMzU3MzgyMjUzNg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302845","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":["FSMD","MULL","CGGO","LRNZ","MU","PTF","EGGY","FXL","DRAM","WDCX","ARTY","PSI","AIQ","RMBS","FTEC","CHPS","SKHY","CNAV","MUU","SIMO","TRFK","XNTK","AIS","SNDU","SKDD","WISE","WDC","GPTZ","MUD","IETC","CHPX","COWG","SCHM","STX","EPAI","HBMX","FCUS","QQQG","RAM","FDTX","SKHYV","USXF","SNDK","SNDG","SNDC","SKHX","SNXX","SKHU","SKUU","EMSF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197668216","title":"异动解读｜Rambus盘中上涨7.19%，存储板块集体反弹叠加财报预期提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1197668216","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197668216?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 21:51","pubTimestamp":1784641907,"startTime":"0","endTime":"0","summary":"7月21日，Rambus盘中上涨7.19%，报104.99美元/股，成交额2459.87万美元。此前Rambus因韩国反垄断搜查事件累计下跌超6%，机构普遍认为其韩国业务占比较低、实质冲击有限，股价迎来修复。同时，Rambus将于7月27日发布季报，市场预期营收约1.99亿美元，调整后每股收益约0.72美元；近期Benchmark给予买入评级，分析师一致目标价149美元，AI授权业务增长预期进一步提振市场情绪。","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":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653203663","title":"美股异动｜存储芯片概念股全线上涨，闪迪大涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653203663","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653203663?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 21:49","pubTimestamp":1784641788,"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":["BK4554","LU2048586759.USD","LU0082616367.USD","LU2750360997.AUD","SCHA","LU0640476718.USD","CNAV","LU2357305700.SGD","SNDQ","IE00B19Z3B42.SGD","LU1670628061.USD","LU0210536198.USD","LU2290526834.HKD","AIFD","LU0963586101.USD","COWG","LU0787776722.HKD","LU1316542783.SGD","LU1280957306.USD","LU0203345920.USD","IE0034235303.USD","LU1720051017.SGD","LU2023250330.USD","LU2213496289.HKD","QQQA","LU0320765059.SGD","SNXX","LU0238689110.USD","LU1815336760.USD","IE00BK4W5M84.HKD","BOBP","TMSL","LEGR","IE00B1XK9C88.USD","BK4579","EFIV","LU2471134523.USD","LU2756315664.SGD","BK4527","IE0002270589.USD","MULL","RMBS","BK4512","LU2168564222.USD","BK4170","LU1720051108.HKD","TTXU","LU1803068979.SGD","BK4533","DISK","SNDK","GB00BDT5M118.USD","LU2250418816.HKD","LU0964807845.USD","LU1868836591.USD","FXL","IE00B19Z9Z06.USD","LU0203347892.USD","MUU","LU0444971666.USD","TRFK","LU0256863902.USD","SHOC","LU2286300806.USD","IE00BK4W5L77.USD","LU2089985449.USD","IE00B5949003.HKD","LU2063271972.USD","LU0072461881.USD","LU2750360641.GBP","LU1046421795.USD","LU2054465674.USD","MUZ","LU0889565833.HKD","LU1670627923.USD","IE00BKDWB100.SGD","BK4553","LU0792757196.USD","LU2471134796.USD","BK4605","LU0096364046.USD","LU1551013425.SGD","IETC","SNDC","BK4575","IE000M9KFDE8.USD","BK4532","LU0157215616.USD","LU1366333091.USD","LU2357627491.SGD","LU0943347566.SGD","LU0162691827.USD","LU0859254822.USD","LU1914381329.SGD","FAI","IE00BJLML261.HKD","FCUS","EGGY","BK4543","LU1868837136.USD","LU0642271901.SGD","LU1989764664.SGD","LU0323591593.USD","LU0719512351.SGD","LU1145028129.USD","LU0417517546.SGD","VGT","LU1267930730.SGD","LU0820561909.HKD","SG9999001424.SGD","LU0957808578.USD","LU2756315318.SGD","SNDG","XNTK","PSI","IE00BWXC8680.SGD","AIQ","LU0708995401.HKD","SGXZ99366536.SGD","LU0820562030.AUD","BK4585","QQQG","LU1323610961.USD","LU0133085943.USD","RULE","ARTY","LU0054578231.USD","CHPX","EMSF","MUD","CNEQ","LU1868837300.USD","LU0476273544.USD","LU1235294995.USD","LU1861220033.SGD","SNDU","LU0109391861.USD","IE00B19Z3581.USD","LU1642822529.SGD","SGXZ81514606.USD","LU0256863811.USD","IE00B19Z9P08.USD","AIS","LU1823568750.SGD","LU0154236417.USD","FTEC","LU1069347547.HKD","BAI","LU1551013342.USD","LU1629891620.HKD","LU2168564065.EUR","JGRO","LU1983260115.SGD","LU2543165471.USD","LU0006061336.USD","FTXL","LU2168564149.EUR","LU2458330243.SGD","IE0009356076.USD","WDC","STX","LU0889566641.SGD","DRMY","IXN","LU0127658192.USD","LU1868836757.USD","LU0672654240.SGD","WUGI","LU2931357623.SGD","IE00B7SZLL34.SGD","IE00B894F039.SGD","HBMX","LU0056508442.USD","WLDR","LU0081259029.USD","PTF","SOXQ","LU2168563687.JPY","BK4588","BK4566","SOXX","WDCX","LU2102340556.USD","CGGO","LU1868836914.USD","LU2471134952.CNY","LU2896262040.SGD","FSMD","LU0061475181.USD","LU2360107168.USD","MU","LU2211815571.USD","CHPS","LU0444973449.USD","LU1989764748.USD","LU1267930813.SGD","LU0274383776.USD","XLK","FDTX","LU0689472784.USD","LU1035773651.USD","LU0240878834.USD","LU2168564495.EUR","LU0109392836.USD","MIC","BK4141","LU0683600562.USD","LU1861215975.USD","LU2360106780.USD","LU2471134879.HKD","MUYY","SCHM","USXF","LU1852331112.SGD","CHAT","SMH","LU2458330169.SGD","LU0820561818.USD","OPTZ","LU0240877869.USD","LU1548497426.USD","SGXZ51526630.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126561863","title":"异动解读｜Rambus盘前上涨5.14%，存储板块集体反弹叠加财报预期提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1126561863","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126561863?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 19:25","pubTimestamp":1784633141,"startTime":"0","endTime":"0","summary":"7月21日，Rambus盘前上涨5.14%，报105.2325美元/股，成交额19.78万美元。消息面上，存储及半导体板块集体走强，美光科技涨5.91%、SK海力士涨6.04%、英特尔涨5.16%，板块联动效应显著。此前Rambus因韩国反垄断搜查事件一度累计下跌超6%，但美股市场对该事件反应相对克制，机构普遍认为其韩国业务占比较低、实质冲击有限。同时，Rambus将于7月27日发布季报，市场一致预期营收约1.99亿美元，调整后每股收益约0.72美元，AI授权业务推动增长节奏加速。","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":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652421926","title":"存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2652421926","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652421926?lang=zh_cn&edition=fundamental","pubTime":"2026-07-20 21:47","pubTimestamp":1784555268,"startTime":"0","endTime":"0","summary":"大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。","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":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302781","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":["LU0127658192.USD","LU0225283273.USD","RULE","LU0963586101.USD","IE00B894F039.SGD","LU0683600562.USD","EFIV","BK4566","LU0689472784.USD","LU1732799900.SGD","SKHU","WDC","LU2168564149.EUR","WDCX","LU0082616367.USD","LU2211815571.USD","SNDU","AIQ","SIMO","IAI","LU0133085943.USD","LU2471134952.CNY","LU0640476718.USD","LU2357627491.SGD","LU0096364046.USD","ARTY","SNDG","LU1868837136.USD","SG9999002950.SGD","LU1064131342.USD","CGGO","IE00BKVL7J92.USD","LU0323591593.USD","BK4585","LU0859254822.USD","SGXZ51526630.SGD","LU1244550221.USD","IETC","FDTX","LU1868836914.USD","LU2089985449.USD","LU1861215975.USD","LU1914381329.SGD","FCUS","LU2543165471.USD","FTEC","HYNX","SK","CNEQ","IE00BJLML261.HKD","AIS","SOXQ","IE00B1XK9C88.USD","MIC","LU1803068979.SGD","QQQA","LU0971096721.USD","SNDC","LU1852331112.SGD","LU0912757837.SGD","IE000M9KFDE8.USD","SKDD","BK4533","LU0274383776.USD","LU1551013425.SGD","LU2048586759.USD","KBWB","LU2102340556.USD","LU2290526834.HKD","LU0053666078.USD","LU2487616109.SGD","LU1989764664.SGD","SOXX","LU0795875169.SGD","LU2286300806.USD","LU0158827948.USD","BK4554","IE00BWXC8680.SGD","LU2931357623.SGD","LU0240878834.USD","LU0072461881.USD","BK4605","LU1720051108.HKD","LU1989772923.USD","IE00B19Z3B42.SGD","LU2347655156.SGD","LU0444973449.USD","LU0964807845.USD","LU0256863902.USD","LU0203345920.USD","LU1323610961.USD","LU2168564065.EUR","USXF","BK4553","LU0795875086.SGD","LU0106261372.USD","SKHZ","MUYY","LU2111349929.HKD","LU1791710400.SGD","LU1069347547.HKD","LU2168564495.EUR","RMBS","LU1791710582.SGD","LU2168563687.JPY","BK4504","LU2063271972.USD","SCHM","LU1629891620.HKD","LU1235294995.USD","LU0957808578.USD","CHAT","LU0158827781.USD","IE00BZ1G4Q59.USD","LU0390134368.USD","LU2471134879.HKD","SMH","IE00B7SZLL34.SGD","IE00BK4W5M84.HKD","IXN","LU0314104364.USD","LU1267930813.SGD","LU0054578231.USD","LU2133065610.SGD","TRFK","FSMD","LU1074936037.SGD","LU0444971666.USD","MUU","MULL","LU0320765646.SGD","LU2750360641.GBP","LU0109392836.USD","LU2896262040.SGD","LU0081259029.USD","LU1244550494.USD","SHOC","SG9999001424.SGD","BK4141","BK4170","LU2271345857.HKD","BK4526","LU2089284900.SGD","BK4527","LU2250418816.HKD","SKHX","IE00B19Z9Z06.USD","LU0157215616.USD","LU1316542783.SGD","LU2458330243.SGD","LU0106831901.USD","LU2458330169.SGD","LU1642822529.SGD","FXL","LU0056508442.USD","LU1035773651.USD","BK4581","BK4543","LU0256863811.USD","LU2471134796.USD","LU2089283258.USD","QQQG","AIFD","LU0882574139.USD","LU2028103732.USD","LU2264538146.SGD","SKUU","LU1983260115.SGD","TMSL","VGT","LU0820561909.HKD","SNDK","BK4534","LU0528227936.USD","LU1988902786.USD","LU0719512351.SGD","IE0009356076.USD","LU0061475181.USD","LU2756315318.SGD","LU1280957306.USD","XITK","IE00B19Z3581.USD","BK4532","SGXZ99366536.SGD","SNXX","LU0889565833.HKD","07709","WUGI","JGRO","IE0034235303.USD","LU0203347892.USD","LU0267386448.USD","LU1670627923.USD","BAI","LU1868837300.USD","LU1548497426.USD","LU0006306889.USD","LU2471134523.USD","PSI","FAI","LU0476273544.USD","LU2756315664.SGD","LU0238689110.USD","SKHYV","EGGY","LU1244550577.SGD","CHPS","LU2023250330.USD","BK4588","BK4579","XNTK","LU1046421795.USD","LU0787776722.HKD","FTXL","LU1162221912.USD","LU2054465674.USD","LU1732800096.USD","LU1868836591.USD","SNDQ","LU1145028129.USD","IE00B5949003.HKD","BK4575","LU0210536198.USD","LU1366333091.USD","IE00B19Z9P08.USD","MS","EMSF","MUZ","LU0098860793.USD","LU1720051017.SGD","LU0210528500.USD","LU0240877869.USD","BK4516","LU0006061336.USD","GB00BDT5M118.USD","LU1670628061.USD","LU0417517546.SGD","LU0820562030.AUD","LU2357305700.SGD","MUD","LU2023251221.USD","IE0002270589.USD","IE00BK4W5L77.USD","IE00BKDWB100.SGD","LU1861220033.SGD","LU2750360997.AUD","OPTZ","LU1823568750.SGD","LU2360106780.USD","LU1815336760.USD","COWG","LU2360107168.USD","WLDR","BK4127","LU1868836757.USD","STX","LU0234570918.USD","LU1363072403.SGD","LU0154236417.USD","LU0642271901.SGD","LU1668664300.SGD","SCHA","XLK","LU1989772840.SGD","LEGR","LU0792757196.USD","LU0889566641.SGD","LU0820561818.USD","LU1989764748.USD","LU2168564222.USD","MU","LU0162691827.USD","SGXZ81514606.USD","LU0557290698.USD","LU1551013342.USD","BK4512","LU0943347566.SGD","LU2213496289.HKD","SKHY"],"isVideo":false,"video"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21:46","pubTimestamp":1784295977,"startTime":"0","endTime":"0","summary":"7月17日，Rambus盘中下跌6.14%，报93.525美元/股，成交额2215.05万美元。消息面上，韩国首尔中央地方检察厅此前以涉嫌违反《公平交易法》为由，对Rambus、澜起科技及瑞萨电子韩国办事处进行搜查，调查三家企业涉嫌串通内存接口芯片供货价格。三家企业合计占据全球DDR5内存接口芯片超93%市场份额，Rambus市占率约20.5%。此外，Rambus今年4月已披露收到美国联邦大陪审团传票，卷入价格操纵刑事调查，美韩双线监管围堵格局令市场担忧持续升温。","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":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106298299","title":"异动解读｜Rambus盘前下跌5.31%，韩国反垄断搜查事件持续发酵叠加存储板块集体承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1106298299","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106298299?lang=zh_cn&edition=fundamental","pubTime":"2026-07-17 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21:57","pubTimestamp":1784210225,"startTime":"0","endTime":"0","summary":"消息面上，半导体板块周四延续下跌走势，市场资金从 AI 硬件、存储芯片等高动量赛道集中获利了结，存储板块集体承压。机构判断 NAND 闪存供需紧平衡格局将延续至 2027 年，产品价格至少在 2027 年年中之前保持坚挺，AI 算力、数据中心扩容持续拉动企业级闪存采购需求，行业价格周期上行周期具备持续性。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/MDYxNTA2ZjhkOWVmNGY4NWFiMzk3MGE5NjBhODhjODE3MzYyMzc3Njg0MzY=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/MDYxNTA2ZjhkOWVmNGY4NWFiMzk3MGE5NjBhODhjODE3MzYyMzc3Njg0MzY=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302660","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":["LU1861220033.SGD","WDCX","CHPS","BK4141","ARTY","FAI","LU1868836591.USD","SHOC","LU1914381329.SGD","XITK","LU2089985449.USD","LU0787776722.HKD","LU0006061336.USD","BK4554","LU2168564149.EUR","LU1983260115.SGD","LU1989764664.SGD","FSMD","LU1670627923.USD","SIMO","IXN","QQQA","SNXX","FCUS","AIQ","EFIV","IETC","EGGY","BK4533","SGXZ51526630.SGD","LU1861215975.USD","JGRO","LU1852331112.SGD","LU2102340556.USD","LU0081259029.USD","LU2543165471.USD","BK4605","LU2756315318.SGD","FTEC","LU2471134952.CNY","LU0240878834.USD","EMSF","LU0689472784.USD","IE00BWXC8680.SGD","BK4579","LU2168564065.EUR","BK4170","SGXZ99366536.SGD","LU0943347566.SGD","LU0056508442.USD","LU0082616367.USD","LU0963586101.USD","SKHY","LU1267930813.SGD","SKHZ","LU0061475181.USD","SMH","LU0096364046.USD","LU2756315664.SGD","LU0054578231.USD","LU1815336760.USD","AIS","IE00BJLML261.HKD","LU0154236417.USD","LU1548497426.USD","SKHU","SNDG","SNDK","LU2471134523.USD","LU1720051017.SGD","LU0256863902.USD","LU0444973449.USD","WDC","BK4512","IE0009356076.USD","LU2471134879.HKD","LU2168564222.USD","GB00BDT5M118.USD","FTXL","LU0133085943.USD","LU1069347547.HKD","LU2750360997.AUD","TMSL","BK4543","LU2360106780.USD","SG9999002950.SGD","LU0957808578.USD","MUU","SCHM","SNDU","IE000M9KFDE8.USD","IE00B19Z9Z06.USD","LU1366333091.USD","LU2168563687.JPY","IE00B19Z9P08.USD","LU0162691827.USD","LU0964807845.USD","LU1803068979.SGD","MUD","LU2023250330.USD","LU0157215616.USD","LU2458330169.SGD","LU2054465674.USD","SK","LU1720051108.HKD","SCHA","WUGI","STX","XNTK","LU0274383776.USD","LU0683600562.USD","LEGR","SG9999001424.SGD","LU0256863811.USD","LU1868837300.USD","LU2168564495.EUR","IE00BK4W5L77.USD","LU0820561909.HKD","LU1670628061.USD","LU1868836914.USD","LU2211815571.USD","LU2213496289.HKD","LU1323610961.USD","MU","LU0072461881.USD","VGT","LU0417517546.SGD","SKHYV","CGGO","COWG","SKDD","LU0889566641.SGD","CHAT","BK4527","LU1868836757.USD","LU2471134796.USD","OPTZ","QQQG","IE00B894F039.SGD","WLDR","LU1629891620.HKD","HYNX","LU0323591593.USD","LU0109392836.USD","SOX","LU2357627491.SGD","FXL","SNDC","USXF","IE00BKDWB100.SGD","LU2357305700.SGD","SOXQ","TRFK","LU0240877869.USD","BAI","LU2750360641.GBP","SGXZ81514606.USD","LU1035773651.USD","SNDQ","IE0034235303.USD","LU0203345920.USD","RMBS","IE00B19Z3581.USD","CNEQ","BK4585","LU1145028129.USD","LU1868837136.USD","LU0444971666.USD","LU1551013425.SGD","LU1989764748.USD","LU1642822529.SGD","LU1046421795.USD","LU0889565833.HKD","SKUU","MULL","BK4532","LU1823568750.SGD","LU0476273544.USD","LU0203347892.USD","LU2250418816.HKD","RULE","IE00B7SZLL34.SGD","LU0859254822.USD","LU0238689110.USD","LU1551013342.USD","SKHX","BK4588","LU2360107168.USD","LU1316542783.SGD","LU2290526834.HKD","LU2931357623.SGD","LU0820561818.USD","LU0820562030.AUD","IE0002270589.USD","LU2458330243.SGD","AIFD","LU0792757196.USD","BK4575","IE00B19Z3B42.SGD","LU0127658192.USD","LU2286300806.USD","PSI","BK4566","XLK","IE00B1XK9C88.USD","BK4526","LU1235294995.USD","BK4553","IE00BK4W5M84.HKD","LU2048586759.USD","SOXX","LU0642271901.SGD","FDTX","LU2063271972.USD","IE00B5949003.HKD","LU0719512351.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651679994","title":"涉嫌串通价格，澜起、瑞萨、Rambus在韩遭搜查","url":"https://stock-news.laohu8.com/highlight/detail?id=2651679994","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651679994?lang=zh_cn&edition=fundamental","pubTime":"2026-07-16 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00:05","pubTimestamp":1784131546,"startTime":"0","endTime":"0","summary":"7月15日，Rambus盘中下跌5.2%，报99.9美元/股，成交额7483.04万美元。Rambus所在的半导体产品行业中，个股普遍走弱，其中美光科技跌9.04%，英特尔跌7.02%，美国超微公司跌5.88%，英伟达跌1.82%，台积电跌1.1%。Rambus是一家知识产权和技术许可授权公司，专注于创作、设计、开发和专利创新技术的许可化，其技术广泛应用于数码电子产品和系统开发领域，主要收入来源于授权市场领先企业使用公司的技术专利。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1140559548","title":"异动解读｜Rambus盘前上涨5.13%，存储板块前一交易日超跌后集体反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1140559548","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140559548?lang=zh_cn&edition=fundamental","pubTime":"2026-07-14 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韩国投资证券下调海力士盈利预测引板块巨震","url":"https://stock-news.laohu8.com/highlight/detail?id=2651127631","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651127631?lang=zh_cn&edition=fundamental","pubTime":"2026-07-13 21:49","pubTimestamp":1783950540,"startTime":"0","endTime":"0","summary":"Rambus  跌 6.77%，慧荣科技  跌 6.93%，美光科技  跌 6.87%，希捷科技  跌 7.11%，SK 海力士  跌 7.98%，西部数据  跌 8.15%，闪迪  跌 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