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Roundhill Memory ETF

80.72

+4.015.23%

盘后：80.61-0.1089-0.13%19:27 EDT

成交量：5,600.37万

成交额：44.95亿

市值：234.38亿

市盈率：- -

高：81.34

开：80.68

低：79.07

收：76.71

52周最高：81.34

52周最低：26.14

股本：2.90亿

流通股本：2.90亿

量比：1.33

换手率：19.29%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻公告

存储缺口为什么难补？大摩：无尘室不足+光刻机产能受限，想扩也扩不了

华尔街见闻

机构：今年一季度全球NAND存储市场规模环比翻倍长江存储份额13%

SK海力士要将产能翻番！存储芯片集体飙涨机构紧盯+融资客抢筹标的揭晓

港股异动 | 兆易创新(03986)盘中涨超7% 存储芯片产能瓶颈问题或持续到2030年

韩系存储股价创下阶段新高投行分歧研判后市运行节奏

暴涨414%！全球存储芯片迎“暴利”周期，中国企业终“上牌桌”

21世纪经济报道

HBM霸主SK海力士预言存储供应短缺延续至2030年欲在五年内实现产能翻倍宏图

SK海力士：计划五年内将内存产能翻番

环球市场播报

SK 海力士：未来五年内将储存芯片晶圆产能增加一倍

存储超级周期托底韩元升值蓄势待发 “存储芯片双雄”继续奏响韩国牛市狂想曲

SK海力士：计划五年将内存产能翻倍，短缺将持续到2030年

华尔街见闻

AI存储需求持续高增 SK海力士将宣布晶圆产能翻番以缓解内存短缺问题

Bitget 上线三星电子、SK海力士、现代汽车股票衍生品

ETF异动 | 南方两倍做多三星电子(07747)涨超3% 三星电子首次展示HBM5 产品将应用浸没式冷却技术

韩股收盘首次站上8800点，三星电子领涨

环球市场播报

TrendForce：DRAM持续供不应求 2027年HBM合约价或大幅调高

三星电子首次展示HBM5，押注下一代AI存储竞争

华尔街见闻

韩国综指转涨，三星电子涨超5%，再创历史新高

Gate 股票衍生品专区将首发上线 SKHYNIX（SK 海力士）、SAMSUNG（三星电子）等 3 个永续合约交易

三星电子在台北国际电脑展上发布HBM5内存

环球市场播报

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Research最新的NAND存储市场追踪报告显示：受AI基础设施需求持续增长的推动，2026年第一季度全球NAND存储市场营收达到460亿美元，市场规模环比接近翻倍，同比增长至去年同期的3.5倍，重现了此前DRAM市场经历的价格大幅上涨趋势。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606033759025831.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606033759025831.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_eastmoney","symbols":["DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640739489","title":"SK海力士要将产能翻番！存储芯片集体飙涨 机构紧盯+融资客抢筹标的揭晓","url":"https://stock-news.laohu8.com/highlight/detail?id=2640739489","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640739489?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 11:46","pubTimestamp":1780458360,"startTime":"0","endTime":"0","summary":"　　消息面上，存储行业供需紧张、价格上涨态势持续，SK海力士已计划五年内将晶圆产能翻番。　　6月2日，韩国SK集团会长崔泰源在台北电脑展现场对媒体透露，旗下存储芯片公司SK海力士计划五年内将晶圆产能翻番，以应对全球人工智能基础设施建设带来的内存芯片持续短缺。","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://finance.sina.com.cn/stock/relnews/cn/2026-06-03/doc-iniacaes2494657.shtml","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":"sina","symbols":["BK4588","FTXL","DRAM","EEMO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640920461","title":"港股异动 | 兆易创新(03986)盘中涨超7% 存储芯片产能瓶颈问题或持续到2030年","url":"https://stock-news.laohu8.com/highlight/detail?id=2640920461","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640920461?lang=zh_cn&edition=fundamental","pubTime":"2026-06-03 10:16","pubTimestamp":1780452967,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，兆易创新(03986)盘中涨超7%，截至发稿，涨5.13%，报747.5港元，成交额7.38亿港元。消息面上，SK集团会长崔泰源6月2日称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。此外，储厂商铠侠表示，超大规模数据中心正寻求签订涵盖2029年乃至更远期阶段的NAND合约。中邮证券指出，存储周期上行，利基型存储均不同程度受益。公司预计2026年利基DRAM价格仍有上行空间，2027年之后，随着利基DRAM市场主要产能边际增加，价格可能进入高位震荡阶段，不排除会从峰值向下适当回归，但仍将维持在较高的价格区间。","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":"http://www.zhitongcaijing.com/content/detail/1449446.html","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":"stock_zhitongcaijing","symbols":["DRAM","SGXZ81163826.USD","603986","03986","SGXZ49509284.SGD","LU0359201612.USD","LU1023057109.AUD","LU0359201885.HKD","FTXL","BK0214","LU2328871848.SGD","LU0359202008.SGD","BK4588","LU0314109678.HKD","LU0588546209.SGD","BK4585","LU2039709279.SGD","BK1163","BK0102","LU1328277881.USD","BK0132","LU0307460666.USD","VXUS","LU2213484517.USD","LU1813983027.USD","LU1969619763.USD","BK0125"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640944375","title":"韩系存储股价创下阶段新高 投行分歧研判后市运行节奏","url":"https://stock-news.laohu8.com/highlight/detail?id=2640944375","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640944375?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 23:21","pubTimestamp":1780413666,"startTime":"0","endTime":"0","summary":"金吾财讯 | 据统计，截至周一，三星电子、SK 海力士股价自 500 日低点累计攀升 798%，涨幅突破互联网泡沫时期 717% 的历史峰值，本轮上涨行情自 5 月下旬启动；年内两只个股分别大涨 200%、262.5%，AI 驱动的行业基本面成为行情核心支撑。机构提示，震荡环境下短线波段操作回报率大概率不及长线持仓，同时列出经济下行、利率持续抬升、AI 企业融资受阻三类泡沫见顶预警指标，当前尚未观测到相关兑现迹象。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/NTA4OTM0NjA2MTc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTA4OTM0NjA2MTc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"301094","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":["SSNLF","DRAM","BK4588","BK4543","BK4170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640910575","title":"暴涨414%！全球存储芯片迎“暴利”周期，中国企业终“上牌桌”","url":"https://stock-news.laohu8.com/highlight/detail?id=2640910575","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640910575?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 19:38","pubTimestamp":1780400280,"startTime":"0","endTime":"0","summary":"最近大家都在疑惑一个问题为什么今年手机、电脑越卖越贵？别再怪厂商割韭菜了真相只有一个：手机的关键配件--存储芯片，一年暴涨414%！这不是短期炒作而是AI算力掀起的存储超级周期来临重点来了！这波存储超级红利以前只有美韩巨头能吃现在，中国企业正式上桌！","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606023757718755.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606023757718755.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_eastmoney","symbols":["BK4588","DRAM","FTXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640917199","title":"HBM霸主SK海力士预言存储供应短缺延续至2030年 欲在五年内实现产能翻倍宏图","url":"https://stock-news.laohu8.com/highlight/detail?id=2640917199","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640917199?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 19:16","pubTimestamp":1780398978,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，在HBM领域拥有最高市场份额的全球存储芯片巨头SK海力士计划在未来五年内将其存储芯片晶圆生产产能翻倍，以应对人工智能数据中心建设狂潮所带来的存储芯片需求持续飙升态势。SK海力士五年翻倍产能，供应短缺将延续至2030年SK海力士正启动历史性的存储芯片产能扩张计划，计划在未来五年内将内存芯片晶圆产能翻倍，以应对全球人工智能基础设施建设对存储芯片的持续强劲需求。","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":"http://www.zhitongcaijing.com/content/detail/1449214.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":["EEMO","DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640919275","title":"SK海力士：计划五年内将内存产能翻番","url":"https://stock-news.laohu8.com/highlight/detail?id=2640919275","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640919275?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 17:33","pubTimestamp":1780392780,"startTime":"0","endTime":"0","summary":"SK海力士董事长Chey Tae-won在台北国际电脑展上表示，该公司计划将其产能翻番，以帮助缓解内存芯片严重的供需失衡问题。\n　　Chey仍然认为内存短缺会持续到2030年。\n　　董事长称，目前在中国台湾寻找更多合作伙伴。\n　　他拒绝透露SK海力士具体的资本支出计划；称所有成本都在上涨，包括建筑成本。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","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://finance.sina.com.cn/stock/usstock/c/2026-06-02/doc-inhzzivs1551097.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":["EEMO","BK4588","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640434916","title":"SK 海力士：未来五年内将储存芯片晶圆产能增加一倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2640434916","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640434916?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 16:51","pubTimestamp":1780390302,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，SK 海力士集团主席崔泰源表示，计划在未来五年内将存储芯片晶圆产能增加一倍（翻番），预计存储芯片产能瓶颈问题可能会持续到 2030 年。 ","market":"nz","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.chaincatcher.com/article/2268709","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":["BK4588","07709","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640312916","title":"存储超级周期托底 韩元升值蓄势待发 “存储芯片双雄”继续奏响韩国牛市狂想曲","url":"https://stock-news.laohu8.com/highlight/detail?id=2640312916","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640312916?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 16:30","pubTimestamp":1780389016,"startTime":"0","endTime":"0","summary":"韩元反弹叠加存储超级周期，韩国KOSPI指数与两大存储芯片巨头进入股汇共振时刻如上所述，如果韩元升值来自外资回流、经常账户顺差、韩国资产风险溢价下降、韩国央行潜在加息预期增强，那么它反映的不是“出口竞争力受损”，而是韩国资产信用情绪持续修复，对于两大存储芯片巨头以及韩国股市而言堪称持续利好催化剂。","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/1449069.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":["BK4588","MKOR","FTXL","EWY","BK4535","KORU","FLKR","DRAM","KUmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640369915","title":"SK海力士：计划五年将内存产能翻倍，短缺将持续到2030年","url":"https://stock-news.laohu8.com/highlight/detail?id=2640369915","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640369915?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 16:20","pubTimestamp":1780388455,"startTime":"0","endTime":"0","summary":"SK海力士宣布未来五年晶圆产能翻倍，董事长崔泰源确认全球存储芯片供应缺口或延续至2030年。公司市值首次突破1万亿美元，在HBM市场独占58%份额，高盛更将其2028年营业利润预测大幅上调24%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773663","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":["BK4588","DRAM","EEMO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2640913001","title":"AI存储需求持续高增 SK海力士将宣布晶圆产能翻番以缓解内存短缺问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2640913001","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640913001?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 16:14","pubTimestamp":1780388056,"startTime":"0","endTime":"0","summary":"金吾财讯 | 受人工智能产业带动的存储刚需拉动，全球存储芯片行业供需格局持续偏紧。SK海力士官宣未来五年将实现存储芯片晶圆产能翻倍，应对行业或将延续至2030年的内存短缺局面，公司暂未披露本次扩产的具体投资规模。作为全球存储芯片核心厂商，SK海力士与三星电子、美光科技共同主导全球存储市场，深度受益于AI数据中心行业的高速发展，英伟达为其核心合作客户。全球科技企业的大规模资本开支，持续拉动高端存储产品需求上行。行业高景气度也直观反映在资本市场，受益于AI算力产业链需求爆发，SK海力士与美光科技市值于上周同步首度突破1万亿美元，充分体现市场对高端存储赛道长期成长空间的认可。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"301055","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":["DRAM","AGIX","AIPO","EEMO","BK4588","CHAT","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640891807","title":"Bitget 上线三星电子、SK海力士、现代汽车股票衍生品","url":"https://stock-news.laohu8.com/highlight/detail?id=2640891807","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640891807?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 15:39","pubTimestamp":1780385947,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据行情数据显示，此前受 AI 概念驱动持续走高的 SK 海力士，今日早盘走势急转直下，3 小时内跌幅超 10%。\n\n在市场多空博弈加剧的背景下，Bitget 股票衍生品上线 SAMSUNG（三星电子）、SKHYNIX（SK 海力士） 与 HYUNDAI（现代汽车）3 只韩股标的，覆盖半导体存储、消费电子及自动驾驶等热门方向。\n\n上述合约均采用 USDT 结算，最高支持 20 倍杠杆，助力投资者灵活捕捉机会。更多详情可参阅 Bitget 官方平台。\n\n\n ","market":"sh","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.chaincatcher.com/article/2268695","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":["BK4504","IEMG","BK4170","BK4585","SSNLF","DRAM","WTAI","EEMO","BK4543","BK4581","BK4550","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640918077","title":"ETF异动 | 南方两倍做多三星电子(07747)涨超3% 三星电子首次展示HBM5 产品将应用浸没式冷却技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2640918077","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640918077?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 15:33","pubTimestamp":1780385631,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，南方两倍做多三星电子涨超3%，截至发稿，涨3.11%，报225港元，成交额39.85亿港元。消息面上，据市场媒体报道，6月2日，三星电子在Computex 2026展会上首次展出全球首款HBM5内存。为应对高功耗，HBM5将应用浸没式冷却技术，预计量产时间为2029至2031年。三星电子首席技术官Song Jae-hyuk在展会上表示，随着AI系统日趋复杂，从存储、晶圆代工到逻辑芯片与封装的全价值链竞争力愈发关键。该技术已在HBM4E平台完成验证，计划随HBM5正式商用。","market":"sh","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/1449027.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["EEMO","SSNLF","07747","BK4588","BK4585","BK4504","FDN","BK4170","IEMG","WTAI","BK4550","DRAM","BK4543","BK4581"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640491850","title":"韩股收盘首次站上8800点，三星电子领涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2640491850","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640491850?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 15:24","pubTimestamp":1780385040,"startTime":"0","endTime":"0","summary":"韩国股市周二收盘创下新高，突破8800点大关。受人工智能前景乐观情绪提振，以芯片巨头三星电子为首的科技股持续上涨，抵消了市场整体的获利回吐。韩元兑美元汇率大幅下跌。　　韩国综合股价指数上涨13.11点，涨幅0.15%，收于8801.49点。　　该指数当天大幅高开，盘中一度攀升至创纪录的8933.62点，但随后回落，在获利回吐的打压下一度下跌近3%。　　现代汽车股价下跌2.8%，至72.9万韩元；电子元件制造商三星电机股价暴跌9.58%，至81.3万韩元。","market":"other","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/stock/usstock/c/2026-06-02/doc-inhzzcpi7714622.shtml","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":"sina","symbols":["BK4585","EEMO","BK4170","BK4535","BK4504","BK4550","IEMG","KORU","VXUS","BK4588","EWY","WTAI","DRAM","SSNLF","BK4581","FLKR","MKOR","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640997798","title":"TrendForce：DRAM持续供不应求 2027年HBM合约价或大幅调高","url":"https://stock-news.laohu8.com/highlight/detail?id=2640997798","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640997798?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 14:28","pubTimestamp":1780381706,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据TrendForce集邦咨询最新研究指出，自2H25以来，一般型DRAM价格大涨，反映供不应求形势之际，三大原厂的HBM年度议价机制，导致HBM合约价无法及时反映市场的季度涨价趋势。TrendForce集邦咨询认为，基于DRAM供不应求市况、新旧世代HBM的高制造难度及高成本，三大原厂将于2027年大幅调高HBM的报价。TrendForce集邦咨询估计，三大原厂2025-2027年HBM投片量估计占整体DRAM投片量的18%、22%及约30%，而HBM位元供给则将占整体DRAM位元供给的8%、9%及约13%。","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/1448990.html","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":"stock_zhitongcaijing","symbols":["BK4588","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640971239","title":"三星电子首次展示HBM5，押注下一代AI存储竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2640971239","media":"华尔街见闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640971239?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 14:26","pubTimestamp":1780381564,"startTime":"0","endTime":"0","summary":"三星电子在Computex 2026上首次亮相第八代HBM5原型，引入HPB热管理创新技术，并宣布已于5月率先交付12层HBM4E样品。得益于通用DRAM价格全线上涨强化其定价权，韩国存储巨头迎来全面盈利爆发，大摩预测三星今年营业利润同比增幅将达464%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773640","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","DRAM","WTAI","BK4581","IEMG","BK4588","CHAT","EEMO","SSNLF","BK4504","AGIX","BK4170","AIPO","ARTY","BK4550","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640975509","title":"韩国综指转涨，三星电子涨超5%，再创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2640975509","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640975509?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 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个永续合约交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2640992837","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640992837?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 13:03","pubTimestamp":1780376634,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据官方消息，Gate 股票衍生品专区将于 6 月 2 日 14:00（UTC+8）首发上线 SKHYNIX（SK 海力士）、SAMSUNG（三星电子）、HYUNDAI（现代汽车）永续合约交易（USDT 结算），支持 1-20 倍杠杆。\n 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12:01","pubTimestamp":1780372887,"startTime":"0","endTime":"0","summary":"据报道，三星电子在台北国际电脑展上首次公开了第八代HBM5处理器。 \n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","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":"https://finance.sina.com.cn/stock/usstock/c/2026-06-02/doc-inhzysxp7871470.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["BK4585","DRAM","WTAI","BK4581","IEMG","BK4588","EEMO","SSNLF","BK4504","BK4170","BK4550","BK4543"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":10,"totalSize":400,"code":"91000000","status":"200"}]}}