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文艺复兴科技持仓
2,961.78
-19.5386
-0.66%
涨家数：
29
跌家数：
65
平家数：
2
市盈率：
- -
高：
2,986.19
开：
2,980.71
低：
2,956.36
收：
2,981.32
成交量：
6.35亿
成交额：
1,312.20亿
市值：
32.33万亿
流通市值：
30.36万亿
数据加载中...
总览
新闻资讯
期权聚焦 | 美光科技现110万美元卖出远月620美元PUT，虚值收租彰显逢低接货意愿，看空资金几乎缺席
期权女巫
·
09/04
更正——简讯-谷歌将于10月30日起，在法律允许地区，允许YouTube投放个性化酒类广告
路透中文
·
09/04
美光计划年底将 HBM 产能扩至约月产 10 万片
链捕手
·
09/04
别了，库克
蓝鲸财经
·
09/04
英伟达 N1X 设备 10 月出货，推出开源工具 PAIR
链捕手
·
09/04
黄仁勋140亿美元豪赌一只鸭
虎嗅网
·
09/04
加息预期降温，美股收涨，科技股反弹，特斯拉涨超5%
第一财经
·
09/04
OpenAI发布GPT-6 Astra，奥特曼首次明确将自研人形机器人；英伟达129.3亿美元收购Hugging Face，承诺维持开放平台｜全球科技早参
每日经济新闻
·
09/04
Stoke Therapeutics与渤健在第16届欧洲癫痫大会上公布Zorevunersen长期临床数据，力证Dravet综合征治疗药物的疾病修饰潜力
美股速递
·
09/04
Snowflake：产品管理执行副总裁Kleinerman Christian减持2.5万股，套现约868.36万美元
南方财经网
·
09/04
涉iPhone 17等：BASF起诉苹果公司，称Face ID侵犯其7项专利
IT之家
·
09/04
消息称苹果折叠屏手机iPhone Ultra售价约为17 Pro的1.7-1.8倍
IT之家
·
09/04
德国巴斯夫在美提告苹果，指控iPhone与iPad侵犯人脸辨识专利
路透中文
·
09/04
研究称苹果放弃开发折叠屏MacBook 大尺寸OLED版也被砍
凤凰网科技
·
09/04
法国和韩国将在卢米埃尔峰会上就电影业重大议题主持讨论
路透中文
·
09/04
西山居《剑侠世界4：无限》定档10月15日全平台公测；微软公布XGP9月首批进出库名单丨游戏早参
每日经济新闻
·
09/04
蔚来连着挨了两顿打
市场资讯
·
09/04
曝苹果将推全新MacBook机型
智通财经
·
09/04
9月4日外盘头条：美副总统万斯淡化伊朗冲突规模 OpenAI推出GPT-6 Astra 英伟达130亿美元收购Hugging Face
环球市场播报
·
09/04
9月4日美股成交额前20：Snowflake领涨AI应用软件 特斯拉、SpaceX均大涨超5%
环球市场播报
·
09/04
更多
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HBM 产能扩至约月产 10 万片","url":"https://stock-news.laohu8.com/highlight/detail?id=2664800464","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664800464?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 08:24","pubTimestamp":1788481473,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据电子新闻 9 月 3 日报道，美光计划将高带宽内存 HBM 产能较去年扩大一倍，今年年底前最多新增月产能 6 万片晶圆。知情人士称，去年美光 HBM 产量约月产 4 万至 5 万片，年底有望达到约月产 10 万片规模，以缩小与三星电子、SK 海力士的差距。美光正增加对多家 HBM 设备商的采购订单，生产基地主要在中国台湾与新加坡晶圆厂，持续导入设备。目前产量以 HBM3E 12 层为主，今年初 HBM4 12 层占比约 20% 至 30%，年底或升至最高 50%。HBM4 12 层将用于英伟达最新 AI 加速器 Vera Rubin，美光自今年二季度起量产该产品。美光 CEO 梅赫罗特拉今年 6 月在 2026 财年三季度业绩会上表示，HBM4 12 层量产爬坡速度约为 HBM3E 12 层的两倍，HBM4 累计出货营收已超 10 亿美元。业界认为三星、SK 海力士各自 HBM 产能约月产 15 万至 20 万片。Counterpoint 数据显示，今年二季度全球 HBM 市占率 SK 海力士 50%、三星 32%、美光 18%。美光还在日本广岛筹备相关投资。 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大尺寸OLED版也被砍","url":"https://stock-news.laohu8.com/highlight/detail?id=2664080228","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664080228?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 06:51","pubTimestamp":1788475860,"startTime":"0","endTime":"0","summary":"传苹果放弃折叠屏MacBook凤凰网科技讯 北京时间9月4日，据科技网站MacRumors报道，研究公司Omdia称，苹果已经取消了折叠屏MacBook以及更大尺寸OLED版MacBook Pro的开发计划。同时，苹果似乎还取消了另一款此前计划推出的MacBook，其OLED屏幕尺寸将在14.4英寸至16.1英寸之间。Omdia表示，苹果将OLED显示屏引入整个iPad和MacBook产品线的总体战略并未改变，但苹果重新调整了哪些产品将采用OLED，以及各产品具体采用哪种OLED技术。","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://tech.ifeng.com/c/8w8X8fSN1SD","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":["BK4598","LU1366192091.USD","LU0143551892.USD","LU0234570918.USD","LU1868836591.USD","LU1979441026.SGD","LU1988902786.USD","LU1989764664.SGD","LU0882574139.USD","LU0072461881.USD","JGRO","LU2237443978.SGD","IE0004445015.USD","LU2083900584.USD","IE00BJTD4V19.USD","LU0861579265.USD","LU1935042215.USD","SAAPLmain","LU0719512351.SGD","GB00BDT5M118.USD","IE0004445239.USD","LU1119994496.HKD","LU1720051108.HKD","LU2361045086.USD","IE00B3SWFQ91.USD","LU2999663052.SGD","LU1145028129.USD","LU0149725797.USD","IE0034235303.USD","LU2271345857.HKD","LU2592432038.USD","SG9999017495.SGD","IE0009356076.USD","LU1551013342.USD","LU0289739343.SGD","LU1582986433.USD","LU1232071149.USD","ROM","IE000F7OJYX1.SGD","IE0034235295.USD","LU0158827781.USD","LU2065169927.USD","LU2360106780.USD","LU1267930573.SGD","LU0210533765.USD","LU0949170772.SGD","AAPW","BK4571","LU3102509885.SGD","LU0345769128.USD","LU0072462426.USD","LU2430703095.HKD","LU0211327993.USD","LU1206712785.SGD","BK4553","IE00BFSS7M15.SGD","BK4585","LU0786609619.USD","LU0077335932.USD","LU0048584097.USD","LU2250418816.HKD","SG9999002232.USD","LU2462157665.USD","LU0640476718.USD","LU2237443622.USD","LU0057025933.USD","LU2347655073.USD","IE0004086264.USD","LU0784385170.HKD","LU2023251221.USD","LU2506952170.USD","LU0823434740.USD","LU1244550577.SGD","LU1046421795.USD","LU1242518931.SGD","LU0080751232.USD","LU0964807845.USD","LU0943347566.SGD","LU0238689110.USD","LU0070217475.USD","IE00BSNM7G36.USD","LU0672654240.SGD","LU1989772923.USD","LU2456880835.USD","HK0000914660.USD","BK4554","IE00B1BXHZ80.USD","SG9999014567.USD","LU0689472784.USD","LU1244550221.USD","LU2461242641.AUD","LU1035775433.USD","LU2125154935.USD","SG9999002224.SGD","LU0308772762.SGD","LU0265550359.USD","IE000SO60NU8.SGD","XLK","LU0267386448.USD","HK0000914686.HKD","LU2746668974.SGD","LU0950375773.USD","IE0003U64NQ7.SGD","LU0724617625.USD","LU0203201768.USD","IE00BJTD4N35.SGD","TYLG","AAPE","LU0889565833.HKD","LU1670756490.USD","LU1267930490.SGD","LU2063271972.USD","LU2133065610.SGD","LU0708995401.HKD","LU0289961442.SGD","LU2023250504.SGD","LU0109392836.USD","IE0009G5SDU7.USD","LU2463028550.USD","LU1064131342.USD","LU2458330243.SGD","IE00BKVL7J92.USD","BK4581","LU0683600562.USD","LU2361044865.SGD","LU1989764748.USD","LU2237443465.HKD","LU0795875086.SGD","AAPY","BK4507","BK4566","MACW.SI","LU0545039389.USD","LU0210528500.USD","LU0215105999.USD","BK4574","LU0320765489.SGD","LU0823417737.USD","LU1645745479.HKD","LU2462591350.SGD","LU1267930730.SGD","LU1852331112.SGD","IE0004091025.USD","LU2108987350.USD","LU1116320901.HKD","METV","BK4515","LU1974910355.USD","LU0784384876.USD","LU2100268510.USD","LU2168564149.EUR","IE00B3S45H60.SGD","LU2213496289.HKD","BK4550","LU0979878070.USD","ABFL","IE00BJJMRY28.SGD","LU2505996681.GBP","LU0456855351.SGD","LU2028103732.USD","LU1066053197.SGD","LU2360032135.SGD","LU2236285917.USD","LU0949170426.SGD","LU0868494708.USD","LU0320765059.SGD","LU0528227936.USD","LU0096362180.USD","LU2089284900.SGD","LU2191332357.HKD","IE00B1XK9C88.USD","IE000Q6AESB8.SGD","IE00BZ1G4Q59.USD","LU2097344357.USD","LU0354030438.USD","LU2552382215.SGD","LU1814569148.SGD","LU0823434583.USD","LU1718418525.SGD","LU1069344957.HKD","LU0097036916.USD","BK4575","LU0314106906.USD","LU0154236417.USD","LU2954938101.SGD","LU0726765562.USD","LU2125154778.USD","SG9999015952.SGD","IE0000B7K699.USD","LU1720051017.SGD","LU0942090050.USD","LU1868836757.USD","LU0354030511.USD","IE0005OL40V9.USD","LU1582987597.SGD","LU2506951875.HKD","LU1935042991.SGD","LU0070302665.USD","LU2430703178.SGD","LU1084165304.USD","IE00B19Z9505.USD","LU2543165471.USD","LU0912757837.SGD","IE00BK4W5M84.HKD","SG9999014542.SGD","LU2106854487.HKD","LU1868836914.USD","LU0170899867.USD","LU2552382058.USD","VT","LU2403377893.USD","LU0198837287.USD","LU2087621335.USD","BK4533","LU2471134523.USD","IE000WAW04H5.SGD","LU2077746001.SGD","LU2237438978.USD","LU2065170008.USD","LU2381873111.SGD","LU0345770308.USD","LU1244550494.USD","LU2264538146.SGD","LU0472753341.HKD","LU1127390331.HKD","LU0965509010.AUD","LU0965509101.SGD","LU1066051225.USD","SG9999018865.SGD","IE00B19Z8W00.USD","LU2750360997.AUD","LU0053666078.USD","IE000BZT7R73.USD","LU0203202063.USD","LU0965508806.USD","LU0256863902.USD","LU2092627202.USD","LU1066051498.USD","LU1823568750.SGD","LU0823421416.USD","IE00B19Z8X17.USD","LU1815336760.USD","LU1674673691.USD","LU1400636574.HKD","LU0444973449.USD","LU0133085943.USD","L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特斯拉、SpaceX均大涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664804742","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664804742?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 05:40","pubTimestamp":1788471600,"startTime":"0","endTime":"0","summary":"当地时间9月3日，特斯拉将正式发布其自动驾驶出租车Cybercab。第7名SpaceX大涨6.42%，成交180.21亿美元。霍兰给予SpaceX股票买入评级，并将目标股价从250美元上调至280美元。新目标价意味着SpaceX较目前水平有约100%的上涨空间。Meta发布了其迄今最为强大的AI模型Muse Spark 1.3。第14名Snowflake大涨16.55%，成交80.42亿美元。Snowflake公布超预期的第二财季业绩，营收同比增长35%至15.5亿美元，核心产品收入同比增长37%至14.9亿美元。","market":"sg","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/world/2026-09-04/doc-iniqrazh1611105.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":["LU0889565833.HKD","LU0128525689.USD","LU2420271590.USD","MIC","LU2237443978.SGD","LU0553294199.USD","LU1564329628.SGD","LU2242650005.HKD","LU2491049909.HKD","LU1868837300.USD","BK4598","LU2322448957.HKD","LU2237443895.HKD","LU1674673428.USD","LU2860962120.EUR","AAPU","OGIG","LU0056508442.USD","NVDS","LU2168563687.JPY","LU2491050071.SGD","LU2360108059.USD","LU2413666426.HKD","BK4534","LU3102509885.SGD","LU2505996509.AUD","LU2458330169.SGD","LU2543165471.USD","LU1548497426.USD","LU2471134879.HKD","LU0557290698.USD","STSLAmain","TRFK","IE0009356076.USD","IE00B5949003.HKD","LU0109391861.USD","LU0157215616.USD","LU1935042488.USD","LU1261432733.SGD","METG","TSYY","LU0345770308.USD","SPCX","IE00BKVL7J92.USD","IE00BN29S564.USD","LU0171293334.USD","LU0965509101.SGD","BK4077","LU2764262908.HKD","IE00B19Z9P08.USD","BK4116","LU2552382058.USD","NVD3.UK","LU2602419157.SGD","LU1069347547.HKD","IE00B775H168.HKD","LU0302445910.USD","LU1334329650.SGD","IE0034235188.USD","MACW.SI","IE00BMPRXN33.USD","LU1868837136.USD","SMHX","LU0348723411.USD","SOXQ","SG9999015358.SGD","LU1059921491.USD","DRMY","SG9999002232.USD","LU0198837287.USD","LFGY","LU2637965513.SGD","WLDR","LU1670710588.SGD","LU1571399168.USD","GOOL","LU0162691827.USD","LU1267930813.SGD","LU1861559042.SGD","LU2028103732.USD","LU1206713676.USD","LU2471134523.USD","LU0823414551.USD","LU1066051811.HKD","LU1206712785.SGD","WISE","IE00B19Z9505.USD","IE00BKPKM429.USD","LU0133085943.USD","AVGU","SGXZ44715902.SGD","TDIV","CLSE","IE00B42XCP33.USD","LU1989763005.USD","XLK","NVDD","GOGL","IE00BSNM7G36.USD","BK4613","LU0672654240.SGD","LU0683600562.USD","LU1232071149.USD","LU1979441026.SGD","LU2355687059.USD","LU1201861165.SGD","TSDD","TSLR","GOOP","LU2048586759.USD","META","SAAPLmain","ANV","LU0251132253.USD","LU0312595415.SGD","LU1989771016.USD","LU0496365809.HKD","LU1815336760.USD","LU2362541273.HKD","LU0985489474.SGD","HAKY","LU0127658192.USD","LU1633808545.USD","IE00BDRTCR15.USD","LU1720051108.HKD","LU2317271919.USD","LU1201861249.SGD","CQTM","TSII","LU2458330243.SGD","BK4588","LU1791710582.SGD","LU1868836914.USD","LU1267930227.SGD","LU1645745479.HKD","LU2896262040.SGD","LU2077746001.SGD","BK4605","LU1181866309.USD","LU1823568750.SGD","LU1629891620.HKD","ELOL","AVGX","LU2125909593.SGD","09766","07388","LEGR","BK4555","BAI","LU0130518102.USD","LU1242518931.SGD","MSFD","LU0689472784.USD","SNVD.UK","LU1791710400.SGD","AVGG","LU0742534661.SGD","IE0004445015.USD","IE00BN8TJ469.HKD","SG9999015952.SGD","LU1861558580.USD","LU1064131342.USD","BK4548","BK4581","LU2065171402.SGD","SNOY","SMU00main","IE00BK4W5L77.USD","ARTY","LU2097829019.USD","BK4511","LOFF","BK4604","LU1267930730.SGD","WATS","LU0175139822.USD","LU0096364046.USD","LU0787776722.HKD","LU2168564149.EUR","LU0289961442.SGD","LU0390134368.USD","LU2087621335.USD","IE000W1ABFV2.USD","SG9999000418.SGD","LU0097036916.USD","AVGO","CRSH","LU0203347892.USD","LU2100268510.USD","TSLG","PSI","LU2506951958.HKD","MUZ","LU2756315664.SGD","NVDX","LU0950375773.USD","SKYY","LU1988902786.USD","ROM","IE00B7SZLL34.SGD","LU1983260115.SGD","SG9999011175.SGD","LU2108987350.USD","LU0879622024.SGD","IE00BKDWB100.SGD","LU0976567544.SGD","EGGY","LU2298321311.HKD","IE0004086264.USD","AAPX","LU1244550494.USD","LU2552382215.SGD","BK4571","CIBR","IE00BZ9MQY76.HKD","SNVDAmain","LU2357627491.SGD","LU1188199696.SGD","MSFL","BK4528","LU1066053197.SGD","TSLP","MSFX","BK4559","FXL","LU1670711040.USD","LU2452424414.USD","BK4504","IE00BVYPNW00.USD","LU2764263039.SGD","CHPS","RULE","SG9999002224.SGD","LU1934455194.USD","BK4516","METQ","DELL","LU0820562030.AUD","LU1037948541.HKD","SPTE","IE00BYV24P56.USD","LU0203201768.USD","LU2168564222.USD","SHOC","IE00B19Z3B42.SGD","BK4512","LU1196500208.SGD","SOCL","DIPS","LU1861220033.SGD","LU0138981039.USD","LU0170899867.USD","LU0203202063.USD","LU1989764748.USD","LU2237443465.HKD","LU1670711123.USD","ABFL","LU0006306889.USD","HK0000914660.USD","LU1868836591.USD","IE000ITXATA3.USD","LU2413666699.HKD","BK4097","CMAG","BK4533","LU0124676726.USD","LU0310799852.SGD","BK4549","BK4607","LU1582986433.USD","LU2417539215.USD","LU0069063385.USD","LU1043141396.HKD","LU2463028550.USD","MSFU","LU1821325948.USD","IE0005OL40V9.USD","LU0081259029.USD","MARS","AVL","LU0878866978.SGD","LU1670628061.USD","LU0215105999.USD","SG9999004303.SGD","IE00BD6J9T35.USD","TTEQ","LU2347655156.SGD","IE00B19Z8W00.USD","IE00B3PB1722.GBP","LU2125154778.USD","NVDW","TRUC","LU2237443382.USD","SSPC","LU158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