美股详情

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达泰莱

3.03

-0.0100-0.33%

成交量：91.39万

成交额：276.90万

市值：365.11万

市盈率：-2.89

高：3.26

开：3.04

低：2.98

收：3.04

数据加载中...

总览公司新闻公告

中信证券：美国对华先进存储限制再加码，倒逼高端存储产业链国产加速

2万字详解美国对华晶圆代工限制新规（附完整规则）

【DRAM产业供需预计2025年第二季度恢复平衡】三大厂将产能移往高频宽记忆体(HBM)，DRAM产业供需预计于2025年第二季度恢复平衡，2025年下半年小幅供不应求，报价有望趋于稳定。

DRAM产业供需预计2025年第二季度恢复平衡

一种新型存储技术问世！

半导体产业纵横

南亚科：DRAM市场或在2025年上半年触底消费需求Q2复苏

北京君正：DRAM新工艺21nm和20nm预计今年推出

长鑫存储技术有限公司取得 DRAM 数据相关专利

DRAM大跌，存储前途未卜

智通财经网

要买先等等！DRAM内存合约价明年Q1下降13%

消息称三星电子准备采用常规结构的1e nm DRAM内存

AI领域需求推动 HBM在明年全球DRAM市场份额有望超过30%

TrendForce集邦咨询：买方采购策略调整 1Q25 DRAM合约价走跌

TrendForce：预计2025年Q1 DRAM均价下跌

突发，碧桂园清仓长鑫存储！

半导体行业联盟

清仓长鑫科技套现20亿元，碧桂园创投抛售优质资产保交楼

21世纪经济报道

【方正证券：AI对HBM需求旺盛关注相关设备投资机会】方正证券研报认为，HBM需求旺盛，是高成长赛道。AI对于HBM的需求旺盛，三大国际原厂不断迭代技术、扩充产能来满足下游需求。相比传统DRAM，HBM的制造流程的增量环节主要是封装段，建议关注HBM先进封装相关设备标的：精智达（测试机）、赛腾股份（检测设备）等。国内DRAM产业总体落后，HBM制造同样会带来前道DRAM制造设备的增量需求，建议关注前道制造设备标的：北方华创、中微公司等。

2025年存储器市场展望：AI推动HBM需求激增，资本支出大幅转向DRAM和HBM

机构：预计2025年HBM出货量将同比增长70%

【机构：预计2025年HBM出货量将同比增长70%】据TechInsights报告指出，随着AI的兴起，特别是在机器学习和深度学习等数据密集型应用中，对高带宽内存（HBM）的需求空前高涨。预计2025年HBM出货量将同比增长70%，因为数据中心和AI处理器越来越多地依赖这种类型的存储器来处理低延迟的大量数据。HBM需求的激增预计将重塑DRAM市场，制造商将优先生产HBM，而不是传统的DRAM产品。

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16:44","pubTimestamp":1735548277,"startTime":"0","endTime":"0","summary":"向英伟达大量供应HBM3E的SK海力士也获得了可观的利润，三季度的营业利润超过了7万亿韩元。而对于明年，外媒是预计存储芯片领域的需求，将集中高带宽存储器等人工智能领域，高带宽存储器在全球DRAM市场的份额，预计将再度大幅增加，由今年的21%增至34%，远高于去年8%的份额。高带宽存储器是基于3D堆栈工艺的高性能DRAM，用于高存储器带宽需求的应用场合，为英伟达大量供货的SK海力士，在这一领域已占得先机。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241230164437a20ec24a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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1Q25 DRAM合约价走跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2495560164","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2495560164?lang=zh_cn&edition=fundamental","pubTime":"2024-12-30 13:36","pubTimestamp":1735536982,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据TrendForce集邦咨询最新调查，2025年第一季进入淡季循环，DRAM市场因智能手机等消费性产品需求持续萎缩，加上笔记本电脑等产品因担心美国可能拉高进口关税的疑虑，已提前备货，进而造成DRAM均价下跌。在Server DRAM方面，2025年第一季同样受淡季因素影响，DDR5与DDR4 Server DRAM合约价走弱。TrendForce集邦咨询表示，虽然同类别的产能将陆续转往HBM领域，但Graphics DRAM的价格仍会受其他应用影响，加上买方库存依然偏高，短期而言价格将持续下滑。","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/1230701.html","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":"stock_zhitongcaijing","symbols":["DRAM"],"gpt_icon":0},{"id":"2495756409","title":"TrendForce：预计2025年Q1 DRAM均价下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2495756409","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2495756409?lang=zh_cn&edition=fundamental","pubTime":"2024-12-30 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16:28","pubTimestamp":1735374533,"startTime":"0","endTime":"0","summary":"此次交易完成后，碧桂园将不再持有长鑫科技的任何权益。碧桂园于2021年9月通过海口市碧桂园创投科技有限公司参与了长鑫科技的融资，但具体投资金额未公布。随着市场环境的变化和公司战略的调整，碧桂园决定出售其所持有的长鑫科技股权。而碧桂园此次出售长鑫科技1.56%股权对应的估值为1282.05亿元，缩水了约335.55亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241228163210a20cc430&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:25","pubTimestamp":1735309549,"startTime":"0","endTime":"0","summary":"此次出让后，碧桂园将不再于长鑫科技拥有任何权益。2021年9月，长鑫科技启动C轮融资，碧桂园创投的身影就出现在这轮融资中。以此计算，碧桂园创投此次出让股权的估值相比其这一轮融资略有折让。今年6月，市场已经有传闻碧桂园创投将出让长鑫科技的股权，碧桂园其时并未否认这一消息，仅对外回应称，公司致力于积极探索各种策略以优化资产负债结构，包括对资产组合的审慎评估和潜在的资产处置机会。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241227224043a20c0008&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:56","pubTimestamp":1735106208,"startTime":"0","endTime":"0","summary":"据业界观察，2025年HBM的出货量预计将同比增长70%。随着制造商优先生产HBM以满足市场需求，DRAM市场格局有望重塑，HBM将成为存储器市场的新宠。资本支出大幅转向DRAM和HBM受AI应用激增的推动，存储器市场的资本支出也发生显著变化。预计2025年，DRAM资本支出将同比增长近20%。具有真正设备端AI功能的设备预计将在2025年底推出，但初期销量可能不足以立即影响存储器市场。","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":"https://finance.jrj.com.cn/2024/12/25135646788292.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":"jinrongjie_stock","symbols":["DRAM"],"gpt_icon":0},{"id":"2494877097","title":"机构：预计2025年HBM出货量将同比增长70%","url":"https://stock-news.laohu8.com/highlight/detail?id=2494877097","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2494877097?lang=zh_cn&edition=fundamental","pubTime":"2024-12-25 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