美股详情

本页面由Tiger Trade Technology Pte. Ltd.提供服务

1倍做空MU ETF-Direxion

3.65

-0.0798-2.14%

成交量：2,026.86万

成交额：7,358.24万

市值：5,303.48万

市盈率：- -

高：3.68

开：3.65

低：3.56

收：3.72

52周最高：33.83

52周最低：3.51

股本：1,455.00万

流通股本：1,455.00万

量比：1.09

换手率：139.30%

股息：0.54

股息率：14.75%

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

美股三大指数高开，美光、阿斯麦、博通大涨；重要锂矿供应国停止出口，锂矿股也大涨！加密货币大幅反弹｜美股开盘

每日经济新闻

美光科技(MU)涨超3% 推出24Gb容量的GDDR7显存芯片

售罄！涨价! 存储厂商订单爆满

存储市场陷入“史上最严重短缺”，涨价潮背后的供需逻辑正在改写

达利欧的桥水基金最新持仓出炉！大幅加仓存储巨头美光！英伟达为第一大重仓公司！

私募排排网

美光科技盘中异动大幅上涨3.05%

美光科技盘前涨超1% 宏碁董事长表示记忆体缺货至少持续到今年中

洞见 | 全球半导体，最新展望

2000亿投入存储芯片！美光科技大手笔扩产

不联网的AI，杀疯了...

思哲与创富

三星电子2025Q4重夺全球DRAM内存市占第一

SK海力士董事长：将扩大AI内存芯片产能以应对需求激增

今年内存利润可能突破1000亿美元 SK海力士还诉苦

HBM售罄！内存“涨潮”席卷全年

半导体新知道

彻底疯了！存储巨头摊牌：所有客户需求都无法满足，2026年价格一路涨

全球内存供需深度报告

商业矩阵步行路

存储行业全面转向卖方市场：SK海力士称今年客户需求难获全满足

ITBEAR科技资讯

全球AI企业遭遇内存芯片短缺瓶颈

为什么现在是德国半导体制造厂的最佳时机？

半导体产业纵横

存储概念普升慧荣科技升2.85% 业内人士：DRAM/NAND紧缺将持续至2030年

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/stock/MUD/news"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"MUD","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"MUD\",,,,,undefined,":{"symbol":"MUD","market":"US","secType":"STK","nameCN":"1倍做空MU ETF-Direxion","latestPrice":3.645,"timestamp":1772047893696,"preClose":3.7248,"halted":0,"volume":20268560,"delay":0,"changeRate":-0.021423969072164973,"floatShares":14550001,"shares":14550001,"eps":0,"marketStatus":"交易中","change":-0.0798,"latestTime":"02-25 14:31:52 EST","open":3.65,"high":3.68,"low":3.56,"amount":73582366.086632,"amplitude":0.032216,"askPrice":3.65,"askSize":112420,"bidPrice":3.64,"bidSize":244181,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盘后交易","tradingStatus":3,"beginTime":1772053200000},"marketStatusCode":2,"adr":0,"exchange":"NASDAQ","adjPreClose":3.7248,"sharesOutstanding":14550001,"nav":3.7,"aum":53840415.44,"dividendRate":0.147545,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":3.65,"preClose":3.7248,"latestTime":"09:28 EST","volume":56513,"amount":207614.125133,"timestamp":1772029695679,"change":-0.0748,"changeRate":-0.020082,"amplitude":0.013424},"postHourTrading":{"tag":"盘后","latestPrice":3.7,"preClose":3.7248,"latestTime":"19:58 EST","volume":77267,"amount":286295.8158,"timestamp":1771981122941,"change":-0.0248,"changeRate":-0.006658,"amplitude":0.013397},"volumeRatio":1.087384},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"MUD\",,,,,undefined,":{"symbol":"MUD","floatShares":14550001,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":1.087384,"shares":14550001,"dividePrice":0.5378,"high":3.68,"amplitude":0.032216,"preClose":3.7248,"low":3.56,"week52Low":3.51,"pbRate":"--","week52High":33.83,"institutionHeld":0,"latestPrice":3.645,"committee":0.369491,"eps":0,"divideRate":0.147545,"volume":20268560,"delay":0,"ttmEps":0,"open":3.65,"prevYearClose":5.84,"prevWeekClose":3.64,"prevMonthClose":3.85,"prevQuarterClose":5.84,"fiveDayClose":3.71,"twentyDayClose":3.92,"sixtyDayClose":7.5},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/MUD\",params:#limit:5,,,undefined,":[{"market":"US","date":"2026-03-05","symbol":"MUD","defaultRemindTime":1772721000000,"type":"split","dateTimestamp":1772686800000,"forFactor":10,"toFactor":1,"ratio":10},{"date":"2025-12-23","symbol":"MUD","amount":0.03814,"announcedDate":"2025-12-22","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-23","defaultRemindTime":1766500200000,"name":"1倍做空MU ETF-Direxion","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-31","payableDate":"2025-12-23","currency":"USD","dateTimestamp":1766466000000,"payDate":"2025-12-31"},{"date":"2025-09-23","symbol":"MUD","amount":0.07067,"announcedDate":"2025-09-22","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-09-23","defaultRemindTime":1758634200000,"name":"Direxion Daily MU Bear 1X Shares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-09-30","payableDate":"2025-09-23","currency":"USD","dateTimestamp":1758600000000,"payDate":"2025-09-30"},{"date":"2025-06-24","symbol":"MUD","amount":0.20558,"announcedDate":"2025-06-23","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-06-24","defaultRemindTime":1750771800000,"name":"Direxion Daily MU Bear 1X Shares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-07-01","payableDate":"2025-06-24","currency":"USD","dateTimestamp":1750737600000,"payDate":"2025-07-01"},{"date":"2025-03-25","symbol":"MUD","amount":0.22331,"announcedDate":"2025-03-24","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-03-25","defaultRemindTime":1742909400000,"name":"Direxion Daily MU Bear 1X Shares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-04-01","payableDate":"2025-03-25","currency":"USD","dateTimestamp":1742875200000,"payDate":"2025-04-01"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"MUD\",market:\"US\",,,undefined,":[{"executeDate":"2024-12-23","recordDate":"2024-12-23","paymentDate":"2024-12-31","value":0.13466,"currency":"USD"},{"executeDate":"2025-03-25","recordDate":"2025-03-25","paymentDate":"2025-04-01","value":0.22331,"currency":"USD"},{"executeDate":"2025-06-24","recordDate":"2025-06-24","paymentDate":"2025-07-01","value":0.20558,"currency":"USD"},{"executeDate":"2025-09-23","recordDate":"2025-09-23","paymentDate":"2025-09-30","value":0.07067,"currency":"USD"},{"executeDate":"2025-12-23","recordDate":"2025-12-23","paymentDate":"2025-12-31","value":0.03814,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"MUD\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"MUD\",pageSize:20,pageCount:1,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2614361930","title":"美股三大指数高开，美光、阿斯麦、博通大涨；重要锂矿供应国停止出口，锂矿股也大涨！加密货币大幅反弹｜美股开盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2614361930","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614361930?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 23:15","pubTimestamp":1772032542,"startTime":"0","endTime":"0","summary":"截至发稿，费城半导体指数上涨1.67%，拉姆研究、美光、阿斯麦、博通等涨幅均超过3%。消息面上，津巴布韦据悉暂停出口锂精矿和原矿。美国贸易代表格里尔周二表示，特朗普将签署一项补充命令，在适用情况下将关税水平提高到15%。特朗普在周二晚间的国情咨文中大谈经济状况，还提议为劳动者提供政府支持的退休账户，并再次呼吁禁止大型机构投资者购买独栋住宅。","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=nesSN20260225231725a4c7c4ca&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225231725a4c7c4ca&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4581","LU0957808578.USD","LU2322448957.HKD","IE00BJJMRX11.SGD",".SPX","LU2543165471.USD","BK4594","LU1366333091.USD","LU2236285917.USD","LU2471134523.USD","LU2244417387.USD","SG9999003800.SGD","LU1917777945.USD","LU0256863811.USD","LU2023250330.USD","LU0444971666.USD","LU2420271590.USD","BK4553","LU0511384066.AUD","IE00BZ9MQY76.HKD","LU0640476718.USD","LU2361044949.HKD","SG9999001440.SGD","LU0661504455.SGD","LU0096364046.USD","LU0056508442.USD","LU0079474960.USD","LU2125154778.USD","IE00B775H168.HKD","LU1267930730.SGD","LU0784385840.USD","LU1720051017.SGD","LU0942090050.USD","SGXZ99366536.SGD","LU0048584097.USD","IVV","MULL","LU0238689110.USD","BK4512","ASML","IE00BJTD4N35.SGD","LU0965509283.SGD","IE00BVYPNQ40.USD","SG9999002232.USD","LU1670710661.SGD","LU0256863902.USD","IE00BFSS7M15.SGD","LU2458330243.SGD","LU0170899867.USD","LU1935042991.SGD","LU1232071149.USD","LU2746668461.USD","IE00B1XK9C88.USD","IE00B5949003.HKD","IE00BQXX3F31.USD","IE00BJLML261.HKD","LU2237443549.SGD","LU2213496289.HKD","LU0316494557.USD","LU2065170008.USD","AVL","LU0274383776.USD","LU2355687059.USD","LU0353189763.USD","LU0251132253.USD","BK4612","BK4141","LU2746668974.SGD","LU1642822529.SGD","LU0861579265.USD","LU0965509101.SGD","LU1868836757.USD","AVGW","LU1629891620.HKD","LU1064131342.USD","LU1868836914.USD","IWO","LU2054465674.USD","TZA","IWN","LU0187121727.USD","IE00BD6J9T35.USD","LU1127390331.HKD","LU1814569148.SGD","IE00BK4W5M84.HKD","LU0943347566.SGD","LU0466842654.USD","BK4588","LU2602419157.SGD","LU2272731600.USD","LU2458330169.SGD","IE00BGHQF631.EUR","LU1674673691.USD","SGXZ51526630.SGD","LU1366192091.USD","LU2065171311.SGD","LU1267930813.SGD","LU2750360997.AUD","LU0320765646.SGD","LU2430703178.SGD","LU1935042488.USD","LU0787776722.HKD","IE0005OL40V9.USD","MU","LU0985320562.USD","LU0345769128.USD","LU0889566641.SGD","LU0234570918.USD","LU1244550494.USD","SG9999015945.SGD","LU0203345920.USD","LU0820561818.USD","LU1280957306.USD","LU2272731782.SGD","LU0323591593.USD","LU0061474960.USD","LU1935043023.USD","BK4551","LU2211815571.USD","LU2237443978.SGD","LU2461242641.AUD","AVGU","BK4575","LU0057025933.USD","LU1934455277.USD","LU1551013425.SGD","BK4554","RWM","LU0979878070.USD","LU0157215616.USD","LU1868836591.USD","LU0320765059.SGD","IE00BFSS8Q28.SGD","LU0345769631.USD","LU2286300806.USD","LU2764262908.HKD","IE00B3S45H60.SGD","LU1670710588.SGD","LU1974910355.USD","IE00BQXX3D17.EUR","LU0225283273.USD","BK4515","LU0719512351.SGD","LU1316542783.SGD","LU0354030438.USD","LU1069344957.HKD","LU1868837300.USD","LU1153585028.USD","LU1992135399.USD","IE00BGHQDM52.EUR","LU2764263203.CNY","IE00B19Z3B42.SGD","LU2168564222.USD","IE00BLSP4452.SGD","LU2471134952.CNY","LU0203201768.USD","SGXZ23171101.USD","LU0708995401.HKD","LU2298321311.HKD","IE00BMPRXQ63.HKD","IE00BMCWC346.EUR","LU1323610961.USD","BK4527","LU1145028129.USD","SG9999015986.USD","SH","BK4579","LU2860962120.EUR","GB00BDT5M118.USD","LU2168564495.EUR","LU0672654240.SGD","LU2361044865.SGD","BK4605","IE0034235303.USD","LU2106854487.HKD","LU0124676726.USD","IE00BK4W5L77.USD","OEF","LU0912757837.SGD","LU0289961442.SGD","LU0006306889.USD","LU0081259029.USD","LU2237443382.USD","IE00B7SZLL34.SGD","LU0964807845.USD","BK4532","IE00BJJMRY28.SGD","LU0472753341.HKD","LU2360108059.USD","LU0949170772.SGD","IE0002270589.USD","LU2347655156.SGD","LU2471134796.USD","LU2764263039.SGD","LU2237957902.USD","BK4543","LU2505996681.GBP","BK4504","IE00BQXX3C00.GBP","LU0354030511.USD","MESmain","LU2403377893.USD","SG9999001424.SGD","LU0417517546.SGD","LU1988902786.USD","LU0011850046.USD","LU0738911758.USD","LU2505996509.AUD","LU0792757196.USD","IE0004445239.USD","LU0820561909.HKD","IE00B4JS1V06.HKD","LU0795875086.SGD","LU0786609619.USD","LU2237443465.HKD","LU1548497426.USD","SG9999015978.USD","LU0642271901.SGD","LU0868494617.USD","IE00BZ1G4Q59.USD","LU1037948541.HKD","LU2168563687.JPY","IE00BVYPNP33.GBP","LU0868494708.USD","LU0345774631.USD","LU2931357623.SGD","MUD","LU1914381329.SGD","ORCL","LU1670711040.USD","LU2041044095.USD","MNQmain","LU0345774391.USD","LU2756315318.SGD","LU2168564065.EUR","LU0348723411.USD","LU0097036916.USD","LU1037948897.HKD","LU0109392836.USD","LU2360032135.SGD","LU1244550221.USD","IE0004445015.USD","IE00BKPKM429.USD","IE00B42XCP33.USD","BK4585","LU0210528500.USD","UPRO","LU0345768153.USD","AVGO","LU1778281490.HKD","LU0689626769.HKD","IE00BVYPNV92.GBP","LU1989764748.USD","LU2264538146.SGD","03165","IE00BBT3K403.USD","LU1712237335.SGD","LU2063271972.USD","LU2108987350.USD","IE00BDGV0183.EUR","LU2242649171.HKD","LU0210536198.USD","IE00BWXC8680.SGD","IE0009356076.USD","LU2023250843.SGD","LU0957791311.USD","LU2023250504.SGD","IE00BKDWB100.SGD","LU1670711123.USD","LU1804176565.USD","LU1732799900.SGD","LU2133065610.SGD","LU2347655073.USD","LU0096362180.USD","LU2720916845.USD","TWM","SG9999004303.SGD","LU2756315664.SGD","IE00BLSP4239.USD","BK4601","LU1551013342.USD","LU0795875169.SGD","LU1815336760.USD","LU2087625088.SGD","LU0476273544.USD","LU1244550577.SGD","LU2463028550.USD","LU2471134879.HKD","LU0106261372.USD","LU2430703251.USD","IE00BJTD4V19.USD","SSO","LU0820562030.AUD","LU0109391861.USD","UWM","OEX","LU0784383803.USD","LU0069063385.USD","LU0689472784.USD","IE00BN29S564.USD","LU2360106780.USD","LU1935042215.USD","BK4535","LU2065171402.SGD","LU1815333072.USD","LU2168564149.EUR","LU0823434740.USD","LU2250418816.HKD","LU2896262040.SGD","SDS","LU0203347892.USD","LU2237438978.USD","IE00B894F039.SGD","IE00B19Z9P08.USD","LU0726765562.USD","IE00B1BXHZ80.USD","TNA","LU2125154935.USD","LU1301847155.USD","IE00BMPRXR70.SGD","LU1670627923.USD","LU2592432038.USD","LU0289739343.SGD","LU1934455194.USD","LU2237443895.HKD","LU2487616109.SGD","LU0553294199.USD","LU1803068979.SGD","LU1992135472.HKD","LU2242650005.HKD","LU2265009873.SGD","LU1674673428.USD","LU1989764664.SGD","LU2237443622.USD","LU2089985449.USD","LU0215105999.USD","LU1242518857.USD","LU2092937221.SGD","LU0889565833.HKD","LU2272731865.HKD","BK4534","LU0127658192.USD","LU1734074674.USD","LU2456880835.USD","BK4550","LU0154236417.USD","LU2357305700.SGD","IE00B3PB1722.GBP","IE00BMPRXN33.USD","LU1003077747.HKD","LU1242518931.SGD","LU0823434583.USD","LU0683600562.USD","AVS","LU2247934214.USD","LU1732800096.USD","NVDA","LU2417539215.USD","LU2322448791.USD","LU0345770993.USD","IE00BKVL7J92.USD","LU2211814178.USD","LU0061475181.USD","LU0345768740.USD","LU0080751232.USD","LU2473716301.USD","LU0965509010.AUD","LU2750360641.GBP","LU0345770308.USD","IE00BN8TJ469.HKD","LU0053666078.USD","LU2430703095.HKD","BK4598","LU0234572021.USD","BK4533","LU1868837136.USD","IE0001KFT4U8.USD","LU1720051108.HKD","ASMU","SPYI","IE00BVYPNW00.USD","LU0949170426.SGD","LU2279689827.SGD","LU2048586759.USD","AVGG","SPXU","LU1623119135.USD","AVGX","BK4147","IE00B19Z3581.USD","SRTY","BK4559","LU2462157665.USD","ASMG","LU2361045086.USD","LU1935043536.SGD","IE00B19Z9Z06.USD","IE00B7KXQ091.USD","LU0784384876.USD","LU2237957811.SGD","IE00BYV24P56.USD","LU0965508806.USD","LU0784385170.HKD","LU1934455863.HKD","SG9999011175.SGD","SG9999015952.SGD","SGXZ81514606.USD","BK4566","LU0545039389.USD","LU0210533765.USD","LU0444973449.USD","IE0034235188.USD","IE00B775SV38.USD","ESmain","LU2083900584.USD","SG9999002224.SGD","LU2065169927.USD","LU0082616367.USD","LU0203202063.USD","LU0353189680.USD","LU1035775433.USD","LU1162221912.USD","LU1852331112.SGD","LU1670628061.USD","LU0198837287.USD"],"gpt_icon":1},{"id":"2614937035","title":"美光科技(MU)涨超3% 推出24Gb容量的GDDR7显存芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2614937035","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614937035?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 22:40","pubTimestamp":1772030454,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美光科技(MU)涨超3%，截至发稿，报431.390美元。消息面上，美光宣布推出24Gb（3GB）容量的GDDR7显存芯片。目前美光官网仅展示了28Gbps和32Gbps速率的16Gb（2GB）型号GDDR7产品。据悉，在图形处理方面，容量提升50%的GDDR7可以减少资源切换和纹理弹出，支持更大的帧缓冲区，实现更细致的环境渲染，同时减少加载过渡时间。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/MzZmY2I0ODMyNDljNDZhYjk1YmMwYzA2ZTYzZmI3NWMyMTczNjIzMDYxMjY4Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/MzZmY2I0ODMyNDljNDZhYjk1YmMwYzA2ZTYzZmI3NWMyMTczNjIzMDYxMjY4Mg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"297514","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2458330169.SGD","LU0127658192.USD","LU1803068979.SGD","LU2458330243.SGD","BK4566","LU0154236417.USD","MU","IE0009356076.USD","BK4543","BK4554","IE0002270589.USD","LU0719512351.SGD","LU0792757196.USD","LU2931357623.SGD","LU0203345920.USD","IE00B5949003.HKD","LU1323610961.USD","LU2089985449.USD","LU0203347892.USD","BK4579","LU1267930813.SGD","IE00B19Z3581.USD","LU2048586759.USD","LU2211815571.USD","BK4512","LU1316542783.SGD","GB00BDT5M118.USD","MUD","BK4527","IE00B7SZLL34.SGD","BK4553","LU0082616367.USD","LU0274383776.USD","LU2360106780.USD","LU0642271901.SGD","LU0157215616.USD","MULL","LU2250418816.HKD","BK4141","LU1852331112.SGD","BK4532","LU1366333091.USD","BK4605","BK4588","BK4585","LU2286300806.USD","LU0081259029.USD","LU0889565833.HKD","BK4533","LU0056508442.USD","BK4535","LU0109392836.USD","BK4575","IE00B19Z3B42.SGD","LU0889566641.SGD"],"gpt_icon":0},{"id":"2614076704","title":"售罄！涨价! 存储厂商订单爆满","url":"https://stock-news.laohu8.com/highlight/detail?id=2614076704","media":"与非网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614076704?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 16:51","pubTimestamp":1772009476,"startTime":"0","endTime":"0","summary":"售罄、涨价、订单从2026排到2027……明确表态产能售罄的厂商不少。美光2026年所有HBM产能也已全部售罄，并预计HBM总潜在市场将在2028年将达到1000亿美元。该公司认为，全球存储器产业已彻底转向卖方市场，2026年价格涨势将贯穿全年。有机构认为，2026年一季度以来，各类存储产品价格环比急剧上涨，目前在能见度范围内今年存储价格持续上涨可期，同时2026年全球新增供给有限，预计存储紧缺趋势将延续至2027年。","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=nesSN20260225170728a4c696a2&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225170728a4c696a2&s=b","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":"tencent","symbols":["LU1267930813.SGD","MUD","BK4533","LU1316542783.SGD","MULL","BK4554","LU0082616367.USD","LU0056508442.USD","IE0002270589.USD","BK4588","BK4532","IE0009356076.USD","LU0154236417.USD","LU0642271901.SGD","LU1852331112.SGD","LU2458330169.SGD","LU2931357623.SGD","LU2089985449.USD","LU2360106780.USD","BK4512","LU0719512351.SGD","LU0792757196.USD","BK4553","LU0203345920.USD","LU0109392836.USD","LU0274383776.USD","MU","BK4141","STX","BK4543","LU2458330243.SGD","IE00B7SZLL34.SGD","LU0127658192.USD","LU0203347892.USD","BK4575","IE00B19Z3581.USD","LU1803068979.SGD","LU2048586759.USD","LU2211815571.USD","IE00B5949003.HKD","LU2286300806.USD","LU0889565833.HKD","BK4527","LU0157215616.USD","BK4566","LU1323610961.USD","LU2250418816.HKD","GB00BDT5M118.USD","BK4579","IE00B19Z3B42.SGD","LU0889566641.SGD","LU1366333091.USD","LU0081259029.USD","BK4585","BK4605"],"gpt_icon":1},{"id":"2614093177","title":"存储市场陷入“史上最严重短缺”，涨价潮背后的供需逻辑正在改写","url":"https://stock-news.laohu8.com/highlight/detail?id=2614093177","media":"与非网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614093177?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 15:50","pubTimestamp":1772005818,"startTime":"0","endTime":"0","summary":"2026年开年，存储市场就进入了前所未有的涨价通道。价格飙涨的背后，是一场由AI主导的供需重构。需求增长26%，供应仅增21%，这一剪刀差正在改写存储产业的游戏规则。高盛预计，2026年HBM市场规模将达540亿美元，2027年进一步攀升至750亿美元。高盛将2026年称为“15年来最紧张的年份”，SK海力士判断“涨价将贯穿全年”。","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=nesSN20260225160316a71d381f&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225160316a71d381f&s=b","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":"tencent","symbols":["LU0274383776.USD","IE00B7SZLL34.SGD","IE00B19Z3B42.SGD","LU2048586759.USD","MUD","LU1267930813.SGD","BK4168","LU0127658192.USD","BK4512","BK4554","LU1323610961.USD","LU1366333091.USD","LU0203347892.USD","MU","LU1803068979.SGD","LU0792757196.USD","IE00B19Z3581.USD","LU1316542783.SGD","BK4543","MULL","LU0056508442.USD","LU0203345920.USD","LU1852331112.SGD","LU2360106780.USD","BK4533","LU0109392836.USD","BK4585","LU0081259029.USD","BK4553","LU2250418816.HKD","LU0889565833.HKD","BK4575","LU0082616367.USD","BK4141","LU2458330169.SGD","IE0009356076.USD","BK4566","HBM","LU0154236417.USD","LU0157215616.USD","LU0719512351.SGD","BK4579","LU0889566641.SGD","LU2211815571.USD","LU2458330243.SGD","LU2931357623.SGD","BK4588","IE00B5949003.HKD","LU0642271901.SGD","BK4532","GB00BDT5M118.USD","GS","LU2089985449.USD","IE0002270589.USD","BK4605","LU2286300806.USD","BK4527"],"gpt_icon":1},{"id":"2614034817","title":"达利欧的桥水基金最新持仓出炉！大幅加仓存储巨头美光！英伟达为第一大重仓公司！","url":"https://stock-news.laohu8.com/highlight/detail?id=2614034817","media":"私募排排网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614034817?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 15:00","pubTimestamp":1772002800,"startTime":"0","endTime":"0","summary":"从持股动向来看，2025年四季度加仓标的占26只，减仓标的占17只。桥水基金的前2大重仓标的均为标普500ETF，合计持股市值高达59亿美元，占其持仓的22%，属于其组合的“压舱石”，其跟踪的标普500指数在2026年1月底再创历史新高。除ETF外，桥水基金的第一大重仓公司为英伟达。2025年末，桥水基金持有386.52万股英伟达，持股市值约为7.21亿美元。大幅减持特斯拉头部私募实控人高校背景大揭秘！2月券商金股出炉！","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=nesSN20260225151545a71d0584&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225151545a71d0584&s=b","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":"tencent","symbols":["3NVD.UK","LU1323610961.USD","IE00BHPRN162.USD","LU0689626769.HKD","LU0466842654.USD","LU0823414551.USD","LU1983260115.SGD","LU0238689110.USD","SG9999018865.SGD","BK4549","LU2361044949.HKD","LU0354030438.USD","LU1791710582.SGD","LU0823414478.USD","LU1280957306.USD","LU2125154935.USD","LU0234572021.USD","LU1548497426.USD","LU1153585028.USD","LU1934455194.USD","LU2361044865.SGD","LU2125154778.USD","LU0444973449.USD","SGXZ51526630.SGD","LU2264538146.SGD","LU2168563687.JPY","IE00BKDWB100.SGD","LU2552382058.USD","BK4605","LU0070217475.USD","LU1923622291.USD","SG9999015945.SGD","LU0128525929.USD","LU0511384066.AUD","IE0034235188.USD","LU1242518931.SGD","LU0820561818.USD","LU2168564222.USD","HK0000914660.USD","IE00BZ199S13.USD","LU1232071149.USD","LU0061474705.USD","LU0097036916.USD","SG9999015978.USD","LU0048584097.USD","LU0965508806.USD","IE0001KFT4U8.USD","LU1988902786.USD","LU2360107168.USD","LU0640476718.USD","SG9999015986.USD","LU0203202063.USD","BK4566","BK4587","LU0289739343.SGD","IE00BJJMRX11.SGD","LU0689472784.USD","LU1914381329.SGD","LU2543165471.USD","LU0274383776.USD","LU0823421333.USD","IE0004445239.USD","LU0390134368.USD","LU1035775433.USD","LU1861220033.SGD","LU1267930730.SGD","LU2746668974.SGD","LU2506951792.HKD","IE00BJLML261.HKD","BK4543","LU2381873111.SGD","LU1935042991.SGD","LU2433249047.HKD","BK4527","LU0187121727.USD","LU1267930573.SGD","LU1861215975.USD","LU1069344957.HKD","LU2065170008.USD","LU1435385759.SGD","SNVD.UK","LU2213496289.HKD","SG9999014914.USD","LU0943347566.SGD","LU1974910355.USD","LU2505996509.AUD","LU0942090050.USD","LU0788109477.HKD","IE00BMPRXR70.SGD","LU0889566641.SGD","LU1366192091.USD","LU0109392836.USD","IE00B7SZLL34.SGD","LU1718418525.SGD","LU1691799644.USD","NVIW.SI","IE000ITXATA3.USD","LU1244550494.USD","HK0000320264.USD","LU1066051498.USD","BK4533","IE000YTNTUN2.SGD","LU1951198990.SGD","LU1917777945.USD","LU2168564495.EUR","SG9999014906.USD","LU0964807845.USD","IE00BKPKM429.USD","LU2360032135.SGD","LU0096364046.USD","BK4581","LU0061474960.USD","BK4532","LU0203345920.USD","IE0009G5SDU7.USD","IE0004445015.USD","LU0127658192.USD","LU1267930813.SGD","LU0823434583.USD","IE00BK4W5L77.USD","LU1623119135.USD","IE00BQXX3F31.USD","LU2211815571.USD","SG9999014575.USD","LU2077746001.SGD","IE00BJTD4V19.USD","LU0256863902.USD","LU0276348264.USD","LU0345770993.USD","SG9999015358.SGD","IE0002270589.USD","LU2471134879.HKD","SGXZ99366536.SGD","SGXZ81514606.USD","LU1066053197.SGD","NVDS.UK","LU1261432733.SGD","LU0256863811.USD","LU2430703251.USD","LU2403377893.USD","LU2244417387.USD","LU1803068979.SGD","LU2420271590.USD","LU1720051108.HKD","IE0005OL40V9.USD","LU1496350502.SGD","HK0000320223.HKD","LU2237957902.USD","LU0345769631.USD","LU2322448791.USD","IE00BYXW3230.USD","LU2247934214.USD","LU1127390331.HKD","IE00BD6J9T35.USD","LU1242518857.USD","LU1951200564.SGD","LU2065171402.SGD","IE00B4YYXB79.USD","LU0528227936.USD","IE0009356076.USD","LU2083900584.USD","LU2089985449.USD","LU0069063385.USD","LU2272731782.SGD","NVDG","NVDY","LU2430703178.SGD","IE00BN29S564.USD","NVD","IE00B3M56506.USD","IE00B19Z3B42.SGD","LU0265550946.USD","LU1429558221.USD","LU0476273544.USD","IE00BFSS8Q28.SGD","LU2168564149.EUR","LU2023250330.USD","LU0215105999.USD","BK4554","LU0708994859.HKD","LU1814569148.SGD","LU1815336760.USD","LU2750360641.GBP","LU1116320737.USD","LU1084165304.USD","LU2552382132.HKD","LU0347712357.USD","LU2108987350.USD","SG9999018857.SGD","LU1852331112.SGD","LU1642822529.SGD","LU1934455863.HKD","SG9999002232.USD","LU0056508442.USD","LU0320765059.SGD","LU1923622614.USD","LU1551013425.SGD","LU1861127337.USD","LU1868836914.USD","LU0820561909.HKD","LU2463028550.USD","SG9999015341.SGD","LU1699723380.USD","LU0157215616.USD","LU1712237335.SGD","LU2458330169.SGD","LU1244550221.USD","NVD2.UK","LU0417517546.SGD","LU2430703095.HKD","LU2461242641.AUD","SG9999017495.SGD","LU0109391861.USD","LU0957791311.USD","IE00BJJMRY28.SGD","IE000W1ABFV2.USD","LU0353189763.USD","LU2065169927.USD","LU2028103732.USD","LU1868837136.USD","LU1571399168.USD","SG9999001424.SGD","NVDA","IE0034235295.USD","IE00BDCRKT87.USD","LU1720051017.SGD","IE00B3SWFQ91.USD","LU2097344357.USD","IE00B4JS1V06.HKD","LU0444971666.USD","LU1064131342.USD","BK4585","LU0792757196.USD","LU2413666699.HKD","LU0345768153.USD","LU2322448957.HKD","LU0289960550.SGD","LU0175139822.USD","LU0079474960.USD","LU0310799852.SGD","LU1116320901.HKD","LU1868836591.USD","NVII","LU0823434740.USD","LU0203201768.USD","LU2242650005.HKD","LU2505996681.GBP","LU0724617625.USD","LU2756315318.SGD","LU1145028129.USD","LU0011850046.USD","LU2168564065.EUR","LU1066051811.HKD","LU1496350171.SGD","LU2048586759.USD","LU0210528500.USD","LU1791710400.SGD","LU0868494617.USD","LU0472753341.HKD","HK0000914686.HKD","DIPS","MULL","LU1934455277.USD","SG9999004303.SGD","IE00BJTD4N35.SGD","IE00BQXX3C00.GBP","LU1868837300.USD","SG9999000418.SGD","LU2097344431.USD","LU0082616367.USD","LU2552382215.SGD","NVDQ","BK4534","BK4512","LU2106854487.HKD","IE00B19Z8X17.USD","LU2452424414.USD","BK4529","LU2462157665.USD","LU0557290698.USD","IE00BZ1G4Q59.USD","ANV","LU2125909916.SGD","IE00B19Z8W00.USD","LU2089283258.USD","LU2294711713.HKD","LU0861579265.USD","LU0342679015.USD","BK4579","LU1244550577.SGD","SGXZ23171101.USD","LU2111349929.HKD","BK4608","LU0158827781.USD","LU1119994496.HKD","IE00B775H168.HKD","BK4551","LU0672654240.SGD","LU2063271972.USD","LU0158827948.USD","LU0889565833.HKD","LU0965509010.AUD","LU0096362180.USD","LU0265550359.USD","IE00B19Z9505.USD","LU2237957811.SGD","LU0345770308.USD","LU2473716301.USD","LU1839511570.USD","LU0029864427.USD","LU1821325948.USD","LU0965509101.SGD","BK4612","NVDU","LU0708995401.HKD","LU1992135399.USD","IE00BDRTCR15.USD","IE00BFSS7M15.SGD","LU1778281490.HKD","LU0094547139.USD","LU0107464264.USD","LU0198837287.USD","NVDD","NVDW","IE00B1XK9C88.USD","SG9999015952.SGD","LU0316494557.USD","LU2087621335.USD","LU2236285917.USD","LU2487616109.SGD","IE000KEQY171.SGD","LU0080751232.USD","SG9999014567.USD","BK4592","LU0203347892.USD","LU1037948897.HKD","LU0106261372.USD","NVDS","BK4550","LU0308772762.SGD","IE0003U64NQ7.SGD","LU1989772923.USD","LU1935042215.USD","LU1989772840.SGD","LU0211328371.USD","BK4141","GB00BDT5M118.USD","LU0289961442.SGD","MUD","NVDB","LU1992135472.HKD","LU2271345857.HKD","LU0053666078.USD","LU2746668461.USD","LU0210533765.USD","LU2360106780.USD","LU2125909759.SGD","LU1629891620.HKD","LU2471134523.USD","LU1923623000.USD","LU1674673691.USD","LU2602419157.SGD","IE00B5949003.HKD","LU2860962120.EUR","LU2272731865.HKD","LU0061475181.USD","LU2756315664.SGD","LU0310800379.SGD","LU2065171311.SGD","LU1066051225.USD","BK4567","LU0820562030.AUD","BK4598","LU2931357623.SGD","LU1935042488.USD","LU2417539215.USD","SG9999014542.SGD","LU2290526834.HKD","SG9999002224.SGD","LU2592432038.USD","LU0494093205.USD","2NVD.UK","LU2250418816.HKD","IE00B1BXHZ80.USD","LU2237438978.USD","BK4614","IE00BMPRXQ63.HKD","IE0004091025.USD","IE0004086264.USD","IE00BK4W5M84.HKD","LU0354030511.USD","LU2491050071.SGD","LU0266013472.USD","LU2023251221.USD","LU0072462426.USD","LU1551013342.USD","IE00BQXX3D17.EUR","SG9999014880.SGD","LU2491050154.USD","HK0000306685.HKD","LU0345768740.USD","BK4503","IE00B19Z3581.USD","LU0057025933.USD","IE00B3S45H60.SGD","LU2054465674.USD","LU2286300806.USD","IE00BWXC8680.SGD","LU2458330243.SGD","LU2471134952.CNY","LU2272731600.USD","LU2089284900.SGD","LU2125909247.SGD","LU2092937148.SGD","BK4553","LU2125909593.SGD","SG9999014898.SGD","LU0683600562.USD","LU0979878070.USD","LU2456880835.USD","IE00BMPRXN33.USD","LU0251132253.USD","IE00B7KXQ091.USD","MU","BK4588","LU0642271901.SGD","LU0786609619.USD","LU1935043536.SGD","LU2087625088.SGD","LU1633808545.USD","LU2361045086.USD","IE00B775SV38.USD","LU0234570918.USD","BK4575","LU0225283273.USD","LU0267386448.USD","LU2265009873.SGD","LU0154236417.USD","LU1674673428.USD","LU0210536198.USD","LU2491049909.HKD","LU0882574139.USD","LU2249611893.SGD","LU2413666426.HKD","LU1989764748.USD","LU1868836757.USD","LU1935043023.USD","LU2092627202.USD","HK0000306701.USD","LU0985320562.USD","LU0077335932.USD","SGXZ31699556.SGD","IE00BKVL7J92.USD","LU0719512351.SGD","IE0034235303.USD","LU0787776722.HKD","LU0211327993.USD","LU0345769128.USD","NVDX","LU0868494708.USD","LU2471134796.USD","BK4548","NVD3.UK","LU1989764664.SGD","LU0081259029.USD","LU2326559502.SGD","LU1721428933.USD","LU0006306889.USD","LU0124676726.USD","LU1037948541.HKD","LU2750360997.AUD","LU1316542783.SGD","LU1804176565.USD","LU0957808578.USD","LU2357305700.SGD","SG9999014559.SGD","LU0348723411.USD","LU0170899867.USD","LU2357125470.USD","LU2191332357.HKD","LU2242649171.HKD","LU0323591593.USD","LU0823421416.USD","LU0965509283.SGD","LU1366333091.USD","LU2023250504.SGD","LU2896262040.SGD","LU1815333072.USD","LU0353189680.USD","LU1267930490.SGD"],"gpt_icon":1},{"id":"2613491710","title":"美光科技盘中异动 大幅上涨3.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613491710","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613491710?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 22:30","pubTimestamp":1771943426,"startTime":"0","endTime":"0","summary":"北京时间2026年02月24日22时30分，美光科技股票出现异动，股价急速拉升3.05%。截至发稿，该股报433.83美元/股，成交量153.303万股，换手率0.14%，振幅1.30%。美光科技股票所在的半导体行业中，整体涨幅为0.00%。其相关个股中，Axt Inc、美国超威公司、南茂科技涨幅较大，美国超威公司、Ideal Power Inc.、Axt Inc较为活跃，换手率分别为0.75%、0.66%、0.61%，振幅较大的相关个股有Smartkem, Inc.、Mobix Labs, Inc.、Axt Inc，振幅分别为6.94%、6.90%、5.12%。","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=nesSN20260224223026a71a50e5&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224223026a71a50e5&s=b","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":"tencent","symbols":["MUD","BK4141","IE00B19Z3581.USD","LU2089985449.USD","BK4566","LU0642271901.SGD","LU2286300806.USD","MULL","LU2250418816.HKD","BK4543","BK4588","BK4554","BK4533","LU0127658192.USD","LU2048586759.USD","LU0719512351.SGD","BK4579","BK4553","IE00B5949003.HKD","GB00BDT5M118.USD","LU0082616367.USD","IE00B7SZLL34.SGD","LU0157215616.USD","LU0203345920.USD","LU0154236417.USD","LU1803068979.SGD","LU0081259029.USD","BK4575","BK4585","IE00B19Z3B42.SGD","LU2458330243.SGD","LU0889565833.HKD","LU2931357623.SGD","LU0889566641.SGD","BK4532","LU0792757196.USD","LU1316542783.SGD","LU2458330169.SGD","BK4512","BK4527","LU0056508442.USD","LU1852331112.SGD","LU2360106780.USD","LU0274383776.USD","LU1323610961.USD","BK4605","IE0002270589.USD","LU1366333091.USD","LU2211815571.USD","IE0009356076.USD","LU1267930813.SGD","MU","LU0203347892.USD","LU0109392836.USD"],"gpt_icon":1},{"id":"2613715886","title":"美光科技盘前涨超1% 宏碁董事长表示记忆体缺货至少持续到今年中","url":"https://stock-news.laohu8.com/highlight/detail?id=2613715886","media":"金吾资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613715886?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 19:53","pubTimestamp":1771933990,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美光科技(MU)盘前涨超1%，截至发稿，报426.970美元。宏碁(Acer)董事长暨执行长陈俊圣昨日接受采访时表示，预期记忆体缺货至少将持续到今年中，下半年情况则仍要再观察。随著SK海力士、三星及美光等大厂都正加速扩产，供需缺口有望逐步缩小。陈俊圣表示，由于记忆体与储存相关零组件占BOM(物料成本)约25%，现时记忆体已加价50%至100%，因此今年PC亦必定会加价，带动公司近期急单涌现，今年1月收入增长近四成。","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=nesSN20260224195345a719d571&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224195345a719d571&s=b","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":"tencent","symbols":["BK4585","LU1803068979.SGD","LU0274383776.USD","LU1366333091.USD","LU2048586759.USD","LU1267930813.SGD","LU1323610961.USD","IE00B7SZLL34.SGD","LU0203345920.USD","LU2089985449.USD","BK4566","IE00B19Z3B42.SGD","GB00BDT5M118.USD","IE0009356076.USD","LU2211815571.USD","IE0002270589.USD","BK4532","LU0082616367.USD","BK4579","LU2458330169.SGD","LU0081259029.USD","LU0127658192.USD","BK4533","LU0154236417.USD","LU0157215616.USD","BK4575","LU2250418816.HKD","BK4527","LU0203347892.USD","LU0056508442.USD","LU2458330243.SGD","MUD","LU2360106780.USD","MU","LU0642271901.SGD","LU2286300806.USD","IE00B19Z3581.USD","LU0109392836.USD","LU2931357623.SGD","BK4554","IE00B5949003.HKD","BK4543","BK4605","LU0719512351.SGD","LU1316542783.SGD","MULL","BK4553","LU0889566641.SGD","BK4512","LU0792757196.USD","BK4588","LU0889565833.HKD","BK4141","LU1852331112.SGD"],"gpt_icon":0},{"id":"2613712861","title":"洞见 | 全球半导体，最新展望","url":"https://stock-news.laohu8.com/highlight/detail?id=2613712861","media":"盛世投资","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613712861?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 18:04","pubTimestamp":1771927447,"startTime":"0","endTime":"0","summary":"今日市场状况全球半导体行业预计到2026年年销售额将达到9750亿美元，创历史新高，这主要得益于人工智能基础设施建设的蓬勃发展（图1）。2025年，半导体行业的增长率达到22%，预计2026年将加速至26%，即使此后增速放缓，到2036年，年销售额仍有望达到2万亿美元。德勤预测，到2026年，生成式人工智能芯片的收入将接近5000亿美元，约占全球芯片销售额的一半。尽管预计2025年全球芯片收入将增长22%，但硅晶圆出货量预计仅增长5.4%。","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=nesSN202602242129079541d201&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602242129079541d201&s=b","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":"tencent","symbols":["BK4512","BK4532","LU0719512351.SGD","LU1803068979.SGD","LU2089985449.USD","LU0081259029.USD","MU","TSM","IE0002270589.USD","BK4543","LU1852331112.SGD","BK4141","BK4554","BK4535","LU0157215616.USD","BK4566","LU2458330243.SGD","LU0889566641.SGD","BK4579","LU1316542783.SGD","MUD","LU0127658192.USD","BK4533","LU0642271901.SGD","BK4575","LU1366333091.USD","IE00B19Z3581.USD","GB00BDT5M118.USD","LU0154236417.USD","LU0274383776.USD","LU2211815571.USD","LU2360106780.USD","AMD","MULL","LU0056508442.USD","LU2286300806.USD","IE0009356076.USD","LU0203347892.USD","LU1323610961.USD","BK4605","BK4585","LU2048586759.USD","LU2931357623.SGD","IE00B7SZLL34.SGD","LU0792757196.USD","LU2458330169.SGD","NVDA","IE00B19Z3B42.SGD","IE00B5949003.HKD","INTC","LU2250418816.HKD","LU0109392836.USD","BK4553","LU0082616367.USD","BK4527","BK4588","LU0889565833.HKD","LU0203345920.USD","LU1267930813.SGD"],"gpt_icon":1},{"id":"2613914761","title":"2000亿投入存储芯片！美光科技大手笔扩产","url":"https://stock-news.laohu8.com/highlight/detail?id=2613914761","media":"满天芯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613914761?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 12:26","pubTimestamp":1771907161,"startTime":"0","endTime":"0","summary":"美光科技加紧增加产能，以应对存储行业多年来严重的供应紧张。在公司总部所在地博伊西，美光科技正斥资500亿美元，将其占地450英亩的园区面积扩大一倍以上，其中包括建造两座新的芯片工厂，两家工厂都应会在2028年底前投产。在锡拉丘兹附近，美光科技刚刚破土动工一个耗资1,000亿美元的晶圆厂综合体，去年年底，美光科技宣布在日本广岛投资96亿美元建设晶圆厂。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133245a7187536&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133245a7187536&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"2000亿投入存储芯片！美光科技大手笔扩产","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2048586759.USD","LU1366333091.USD","BK4579","BK4543","IE0009356076.USD","LU1323610961.USD","LU1803068979.SGD","LU1316542783.SGD","LU0889566641.SGD","BK4575","LU0056508442.USD","LU0203347892.USD","LU1852331112.SGD","LU0792757196.USD","BK4527","LU0109392836.USD","LU2360106780.USD","BK4532","IE00B5949003.HKD","GB00BDT5M118.USD","LU2458330243.SGD","LU0274383776.USD","LU2931357623.SGD","IE00B19Z3581.USD","BK4588","BK4533","BK4553","BK4141","LU2089985449.USD","LU2211815571.USD","LU0642271901.SGD","LU0082616367.USD","LU1267930813.SGD","LU2250418816.HKD","MU","LU2286300806.USD","MUD","IE0002270589.USD","LU0157215616.USD","BK4605","BK4512","LU0719512351.SGD","IE00B19Z3B42.SGD","BK4554","LU0127658192.USD","BK4585","MULL","LU0081259029.USD","IE00B7SZLL34.SGD","LU2458330169.SGD","LU0154236417.USD","LU0203345920.USD","BK4566","LU0889565833.HKD"],"gpt_icon":0},{"id":"2613769742","title":"不联网的AI，杀疯了...","url":"https://stock-news.laohu8.com/highlight/detail?id=2613769742","media":"思哲与创富","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613769742?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 12:25","pubTimestamp":1771907157,"startTime":"0","endTime":"0","summary":"最近科技圈和资本市场同时被一个叫做chatjimmy.ai的新物种刷屏了，初次彻底震惊了我。在没有英伟达高性能AI芯片的加持，这家硅谷初创公司Taalas就让旗下大模型跑出了每秒1.5万到1.7万个Token。毕竟如果人人的手机、汽车都有这种AI大模型芯片，绝大多数日常问题在本地0.1秒就免费解决了。但拉长来看，技术进步的速度确实是难以估量的，谁又知道哪天这些顶级模型写入芯片之后，每个人的设备终端都拥有了顶级离线AI，世界又会演变成什么夸张的模样。","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=nesSN20260224133308a4c18efb&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133308a4c18efb&s=b","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":"tencent","symbols":["LU0056508442.USD","LU2286300806.USD","BK4533","BK4566","LU0154236417.USD","LU2360106780.USD","LU0889566641.SGD","BK4535","BK4585","LU0203345920.USD","LU0889565833.HKD","LU0127658192.USD","LU1852331112.SGD","IE00B7SZLL34.SGD","LU0719512351.SGD","LU1267930813.SGD","LU1316542783.SGD","BK4141","MU","LU0157215616.USD","MUD","LU2211815571.USD","BK4543","LU2250418816.HKD","BK4532","LU1803068979.SGD","LU2458330243.SGD","IE00B19Z3581.USD","LU0642271901.SGD","MULL","LU0081259029.USD","LU2048586759.USD","LU2089985449.USD","BK4512","LU0203347892.USD","IE00B19Z3B42.SGD","BK4553","IE0009356076.USD","BK4588","GB00BDT5M118.USD","IE0002270589.USD","LU2458330169.SGD","BK4579","IE00B5949003.HKD","LU0792757196.USD","LU2931357623.SGD","BK4554","LU0274383776.USD","LU1366333091.USD","LU0109392836.USD","BK4575","LU0082616367.USD","BK4527","LU1323610961.USD","BK4605"],"gpt_icon":1},{"id":"2613786106","title":"三星电子2025Q4重夺全球DRAM内存市占第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2613786106","media":"IT之家","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613786106?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 19:07","pubTimestamp":1771844829,"startTime":"0","endTime":"0","summary":"2 月 22 日消息，根据韩联社与另一家韩媒 nate 援引的 Omdia 最新数据，三星电子 2025Q4 在全球 DRAM 内存市场的销售额占比升至 36.6%，而 SK 海力士的市占则是 32.9%，这意味着三星电子在 2025Q1 丢掉“第一大 DRAM 厂”荣誉后的一年内夺回了该头衔。总的来看，2025Q4 全球 DRAM 内存市场规模达 524.7 亿美元，环比增幅约 30%。其中三星电子达到 191.56 亿美元，环比增长 40.6%；SK 海力士占据 172.26 亿美元，环比增长 25.2%；美光的市场占比则从 Q3 的 25.8% 下降至 22.9%。","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=nesSN20260223190713a4bed5ce&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223190713a4bed5ce&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1323610961.USD","LU0889566641.SGD","LU0203347892.USD","BK4575","LU2048586759.USD","LU0889565833.HKD","LU1803068979.SGD","LU2458330169.SGD","LU1316542783.SGD","LU0203345920.USD","MU","LU0274383776.USD","BK4141","IE00B5949003.HKD","BK4170","BK4543","LU0154236417.USD","LU2250418816.HKD","LU2286300806.USD","MUD","LU2211815571.USD","IE00B19Z3581.USD","BK4605","BK4554","LU0792757196.USD","BK4527","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU0109392836.USD","LU1366333091.USD","LU2089985449.USD","LU0081259029.USD","LU0157215616.USD","LU0719512351.SGD","GB00BDT5M118.USD","LU0082616367.USD","BK4579","BK4512","LU1852331112.SGD","BK4553","LU0642271901.SGD","LU0056508442.USD","BK4585","LU0127658192.USD","BK4588","LU1267930813.SGD","LU2458330243.SGD","BK4532","LU2360106780.USD","LU2931357623.SGD","BK4566","IE0002270589.USD","MULL","IE0009356076.USD","BK4533"],"gpt_icon":0},{"id":"2613965204","title":"SK海力士董事长：将扩大AI内存芯片产能以应对需求激增","url":"https://stock-news.laohu8.com/highlight/detail?id=2613965204","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613965204?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 14:42","pubTimestamp":1771828953,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，SK海力士母公司SK集团会长崔泰源承诺，将扩大AI内存芯片的产能，以满足全球数据中心建设带来的需求激增。虽然崔泰源没有具体说明其芯片公司的扩张规模，但SK海力士在1月份表示，2026年的资本支出将较去年大幅增加，以满足对HBM芯片的需求。SK海力士2026年的全部内存芯片产能均已售罄，美光科技的HBM产品同样如此。他表示，SK集团目前正在探索在AI数据中心旁边建设发电厂，因为无法满足能源需求可能是\"灾难性的\"。","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=nesSN20260223144603a71520bd&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223144603a71520bd&s=b","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":"tencent","symbols":["LU2458330169.SGD","BK4575","IE00B7SZLL34.SGD","LU2931357623.SGD","LU0082616367.USD","IE00B5949003.HKD","LU0056508442.USD","LU2211815571.USD","BK4512","LU1267930813.SGD","LU0642271901.SGD","LU0719512351.SGD","BK4533","BK4554","LU1803068979.SGD","BK4579","GB00BDT5M118.USD","LU2089985449.USD","BK4605","MU","BK4588","LU0203345920.USD","BK4532","LU0154236417.USD","LU0127658192.USD","LU1852331112.SGD","BK4535","LU0274383776.USD","LU0889566641.SGD","LU0157215616.USD","BK4585","LU2048586759.USD","LU1316542783.SGD","LU0109392836.USD","MUD","MULL","LU2286300806.USD","LU0889565833.HKD","LU0081259029.USD","BK4141","LU2250418816.HKD","BK4553","LU0203347892.USD","LU2360106780.USD","IE0002270589.USD","BK4527","LU0792757196.USD","IE00B19Z3B42.SGD","LU1323610961.USD","LU1366333091.USD","LU2458330243.SGD","IE00B19Z3581.USD","BK4566","IE0009356076.USD","BK4543"],"gpt_icon":1},{"id":"2613208866","title":"今年内存利润可能突破1000亿美元 SK海力士还诉苦","url":"https://stock-news.laohu8.com/highlight/detail?id=2613208866","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613208866?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 09:28","pubTimestamp":1771810088,"startTime":"0","endTime":"0","summary":"这就可以理解面对汹涌的需求爆发，三星、SK海力士及美光三大巨头为何不大规模投资以提升内存产能了，他们当然希望继续保持缺货涨价以提高自己的利润，但也真的担心一旦AI泡沫崩了，到时候真的要在内存上亏损1000亿美元了。","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=nesSN20260223095353a4bd8cd5&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223095353a4bd8cd5&s=b","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":"tencent","symbols":["BK4532","BK4575","LU2458330243.SGD","BK4141","BK4543","BK4527","LU0154236417.USD","MULL","BK4579","LU0642271901.SGD","LU0056508442.USD","LU0127658192.USD","LU1323610961.USD","BK4585","LU0889566641.SGD","LU1366333091.USD","IE00B7SZLL34.SGD","LU2211815571.USD","LU2250418816.HKD","LU0889565833.HKD","LU1852331112.SGD","LU2360106780.USD","BK4023","BK4553","BK4587","LU0203347892.USD","IE00B19Z3581.USD","LU1803068979.SGD","BK4566","LU0109392836.USD","GB00BDT5M118.USD","BK4551","BK4533","LU1267930813.SGD","IE0009356076.USD","IE00B5949003.HKD","LU0792757196.USD","MUD","LU2286300806.USD","LU1316542783.SGD","LU2458330169.SGD","AIYY","BK4528","LU0274383776.USD","IE0002270589.USD","LU0082616367.USD","LU2931357623.SGD","LU0157215616.USD","BK4605","IE00B19Z3B42.SGD","LU0203345920.USD","AI","BK4554","BK4512","BK4588","LU2089985449.USD","LU2048586759.USD","LU0719512351.SGD","MU","LU0081259029.USD"],"gpt_icon":1},{"id":"2613744872","title":"HBM售罄！内存“涨潮”席卷全年","url":"https://stock-news.laohu8.com/highlight/detail?id=2613744872","media":"半导体新知道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613744872?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 06:30","pubTimestamp":1771799441,"startTime":"0","endTime":"0","summary":"近日，SK海力士在虚拟投资者会议上表示，受人工智能客户强劲需求与供应增长有限的共同推动，预计存储芯片价格将在2026年全年持续上涨。更关键的是，作为供应方的SK海力士自身库存已极其单薄，其DRAM和NAND库存均仅维持在约4周的正常水平，且预计全年将继续下降。备受瞩目的HBM情况尤为严峻。SK海力士明确表示，2026年的HBM产能已全部售罄，生产计划分配完毕，且很难在今年内为HBM和紧缺的标准型DRAM进行产线调整。","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=nesSN2026022306444497a6ace3&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022306444497a6ace3&s=b","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":"tencent","symbols":["MU","BK4585","IE00B19Z3581.USD","LU0082616367.USD","LU0203345920.USD","LU2458330169.SGD","LU0642271901.SGD","LU1316542783.SGD","LU0154236417.USD","MULL","LU1323610961.USD","LU1366333091.USD","LU2048586759.USD","LU0157215616.USD","LU1803068979.SGD","LU0889565833.HKD","LU2458330243.SGD","BK4605","BK4575","LU1267930813.SGD","LU2250418816.HKD","GB00BDT5M118.USD","BK4579","BK4554","LU0889566641.SGD","LU0127658192.USD","LU2089985449.USD","LU0081259029.USD","BK4553","IE00B5949003.HKD","LU0274383776.USD","IE0009356076.USD","LU0719512351.SGD","BK4532","BK4141","BK4566","BK4512","LU2211815571.USD","LU2286300806.USD","LU2360106780.USD","LU0056508442.USD","BK4527","BK4533","IE00B7SZLL34.SGD","LU0109392836.USD","LU0792757196.USD","BK4588","LU1852331112.SGD","LU2931357623.SGD","IE00B19Z3B42.SGD","LU0203347892.USD","IE0002270589.USD","MUD","BK4543"],"gpt_icon":1},{"id":"2613122843","title":"彻底疯了！存储巨头摊牌：所有客户需求都无法满足，2026年价格一路涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2613122843","media":"芯通社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613122843?lang=zh_cn&edition=fundamental","pubTime":"2026-02-22 08:38","pubTimestamp":1771720726,"startTime":"0","endTime":"0","summary":"2月21日，第一财经独家援引SK海力士在高盛虚拟投资者会议上的重磅表态，直接引爆整个半导体产业链：全球存储正式进入绝对卖方市场，今年没有任何一家客户的需求能被完全满足，价格上涨已成定局。市场研究机构数据显示，2026年第一季度，服务器端64GB DDR5价格环比暴涨99%，1TB NAND闪存价格直接翻倍，消费级内存价格涨幅同样突破90%。SK海力士“所有客户需求都无法满足”的表态，不是傲慢，而是行业现状的真实写照。","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=nesSN20260222085406a4bab20a&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260222085406a4bab20a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["AIYY","LU1803068979.SGD","LU0203345920.USD","BK4023","BK4575","LU0203347892.USD","BK4141","IE0002270589.USD","LU0274383776.USD","LU2286300806.USD","BK4566","LU1267930813.SGD","BK4605","LU2250418816.HKD","BK4512","BK4532","LU0792757196.USD","LU0109392836.USD","LU1323610961.USD","LU2360106780.USD","BK4554","GB00BDT5M118.USD","LU0127658192.USD","BK4528","LU2458330243.SGD","IE00B5949003.HKD","LU0889565833.HKD","IE0009356076.USD","BK4553","LU0154236417.USD","LU0642271901.SGD","LU1316542783.SGD","LU1366333091.USD","LU2211815571.USD","LU0157215616.USD","BK4585","BK4551","LU0056508442.USD","LU2458330169.SGD","MU","MUD","MULL","BK4527","LU0889566641.SGD","IE00B19Z3581.USD","LU0082616367.USD","BK4543","LU1852331112.SGD","BK4533","IE00B7SZLL34.SGD","LU0719512351.SGD","LU0081259029.USD","LU2931357623.SGD","BK4588","BK4587","IE00B19Z3B42.SGD","LU2048586759.USD","BK4579","LU2089985449.USD"],"gpt_icon":1},{"id":"2613249185","title":"全球内存供需深度报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2613249185","media":"商业矩阵步行路","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613249185?lang=zh_cn&edition=fundamental","pubTime":"2026-02-21 22:47","pubTimestamp":1771685242,"startTime":"0","endTime":"0","summary":"三星、SK海力士、美光高管讲话与供需趋势分析数据范围：2025年2月—2026年2月摘要2025年至2026年初，全球内存行业经历了一场由人工智能需求驱动的历史性供需逆转。三星官方公告写道：存储业务通过扩大HBM3E销售、积极应对各品类旺盛需求，实现了历史最高季度营收。三星存储部门据报道目前仅能满足约70%的DRAM订单需求。此外，在AI内存需求激增背景下，公司已提前锁定明年全部DRAM和NAND产品的客户需求。","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=nesSN20260221225613a7108eba&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221225613a7108eba&s=b","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":"tencent","symbols":["LU1778281490.HKD","IE0009G5SDU7.USD","LU2290526834.HKD","IE0034235295.USD","LU1244550577.SGD","LU0985320562.USD","LU0957808578.USD","NVDY","LU0109392836.USD","SG9999014914.USD","LU2237957811.SGD","LU0823414478.USD","LU0310800379.SGD","LU0053666078.USD","SG9999014559.SGD","LU0265550359.USD","LU1951200564.SGD","MULL","LU1868836757.USD","LU2097344431.USD","BK4529","SG9999014542.SGD","LU0320765059.SGD","LU0689472784.USD","LU2168564495.EUR","IE00B775H168.HKD","BK4543","IE0003U64NQ7.SGD","LU0444971666.USD","LU2065171311.SGD","LU0011850046.USD","SG9999001424.SGD","LU0308772762.SGD","LU1267930813.SGD","LU2125909916.SGD","LU2487616109.SGD","LU1989764664.SGD","LU0882574139.USD","LU2361044865.SGD","LU2750360997.AUD","2NVD.UK","LU0957791311.USD","IE00B1BXHZ80.USD","IE0004445239.USD","BK4566","LU1366192091.USD","IE00B7KXQ091.USD","LU2048586759.USD","LU2458330169.SGD","LU0215105999.USD","LU0820562030.AUD","NVDU","NVDX","LU2433249047.HKD","LU1232071149.USD","LU2505996681.GBP","LU0267386448.USD","LU1923623000.USD","LU0642271901.SGD","LU2357125470.USD","LU1861220033.SGD","LU2381873111.SGD","NVII","IE00BZ1G4Q59.USD","SG9999018865.SGD","LU1037948541.HKD","LU1035775433.USD","SNVD.UK","LU2247934214.USD","LU2417539215.USD","SG9999014567.USD","IE00BQXX3F31.USD","LU0965509283.SGD","LU0354030438.USD","LU1037948897.HKD","LU1244550494.USD","LU1551013425.SGD","LU0689626769.HKD","LU0347712357.USD","BK4554","LU0069063385.USD","LU2242650005.HKD","LU0672654240.SGD","IE00BJJMRY28.SGD","LU2471134523.USD","BK4585","IE000KEQY171.SGD","IE0004091025.USD","LU1917777945.USD","IE00BMPRXQ63.HKD","IE00B4JS1V06.HKD","LU2023250504.SGD","LU2077746001.SGD","SG9999015358.SGD","IE00BDCRKT87.USD","LU0942090050.USD","LU1791710400.SGD","LU1127390331.HKD","LU0225283273.USD","MU","HK0000320223.HKD","NVD3.UK","LU1242518857.USD","LU2505996509.AUD","BK4503","SG9999018857.SGD","LU1069344957.HKD","LU2322448791.USD","SG9999015978.USD","IE00B3SWFQ91.USD","LU2413666699.HKD","LU2471134879.HKD","LU1244550221.USD","SG9999014906.USD","LU1642822529.SGD","BK4512","ANV","LU0158827948.USD","IE00B3M56506.USD","BK4567","LU1821325948.USD","LU0211327993.USD","LU2065169927.USD","NVDB","LU0511384066.AUD","LU2360106780.USD","BK4141","IE00BFSS8Q28.SGD","LU1989764748.USD","NVDS.UK","IE00BK4W5L77.USD","LU2491050154.USD","LU2111349929.HKD","BK4168","LU0096362180.USD","LU0792757196.USD","LU0048584097.USD","SG9999017495.SGD","BK4592","LU0289739343.SGD","LU1084165304.USD","LU0276348264.USD","BK4588","LU0198837287.USD","IE00B19Z3B42.SGD","LU1868836591.USD","LU1623119135.USD","LU0289961442.SGD","LU2491049909.HKD","SG9999004303.SGD","LU1551013342.USD","LU2896262040.SGD","LU0345768740.USD","LU1791710582.SGD","LU2860962120.EUR","LU0056508442.USD","LU1803068979.SGD","LU1992135399.USD","LU0238689110.USD","LU1116320737.USD","LU2092937148.SGD","LU0256863902.USD","IE00B775SV38.USD","LU2237438978.USD","LU1951198990.SGD","LU0823414551.USD","LU1699723380.USD","LU0072462426.USD","LU1983260115.SGD","LU2462157665.USD","SG9999015945.SGD","LU0889565833.HKD","LU1323610961.USD","LU1267930490.SGD","LU1988902786.USD","LU2083900584.USD","NVIW.SI","LU1989772923.USD","LU2403377893.USD","IE00BJJMRX11.SGD","LU2491050071.SGD","LU0187121727.USD","NVD","LU1633808545.USD","IE0034235188.USD","BK4023","LU1934455863.HKD","BK4533","LU0203201768.USD","LU1868836914.USD","LU1923622291.USD","LU0965508806.USD","LU2089985449.USD","LU2272731865.HKD","LU0265550946.USD","LU1718418525.SGD","BK4527","LU2191332357.HKD","IE0034235303.USD","LU2931357623.SGD","BK4581","IE00B19Z8W00.USD","NVDS","LU0466842654.USD","LU1366333091.USD","SG9999014898.SGD","SGXZ31699556.SGD","LU0557290698.USD","LU0964807845.USD","LU1868837300.USD","LU0444973449.USD","IE00BJTD4V19.USD","LU0210528500.USD","LU2360032135.SGD","LU2471134796.USD","LU2065170008.USD","IE00BMPRXR70.SGD","LU2602419157.SGD","LU2326559502.SGD","LU2168563687.JPY","LU2360107168.USD","LU1280957306.USD","LU2413666426.HKD","BK4575","LU1721428933.USD","SGXZ81514606.USD","LU2473716301.USD","LU2125154935.USD","LU0234572021.USD","IE0002270589.USD","LU0965509101.SGD","IE00BFSS7M15.SGD","LU0310799852.SGD","LU2092627202.USD","LU2168564149.EUR","LU2286300806.USD","LU2125154778.USD","BK4532","LU1066051225.USD","LU2244417387.USD","LU2272731782.SGD","IE0004086264.USD","LU2125909247.SGD","LU2452424414.USD","LU0170899867.USD","DIPS","IE00BHPRN162.USD","LU0203345920.USD","BK4551","LU2506951792.HKD","LU0061474960.USD","LU1429558221.USD","LU1571399168.USD","LU1119994496.HKD","LU0106261372.USD","LU2054465674.USD","IE00B1XK9C88.USD","LU2211815571.USD","LU0210536198.USD","SG9999015952.SGD","LU0788109477.HKD","LU1720051017.SGD","LU0823421416.USD","LU0353189763.USD","3NVD.UK","LU1914381329.SGD","LU0097036916.USD","LU1261432733.SGD","LU1496350502.SGD","LU0787776722.HKD","BK4553","LU2168564222.USD","AIYY","LU0079474960.USD","LU1989772840.SGD","LU2236285917.USD","LU1629891620.HKD","LU0708994859.HKD","LU0683600562.USD","LU1861127337.USD","LU0256863811.USD","LU0234570918.USD","LU0786609619.USD","LU0274383776.USD","LU2168564065.EUR","BK4608","LU2420271590.USD","IE00BKVL7J92.USD","LU0070217475.USD","LU2756315664.SGD","LU0979878070.USD","IE000W1ABFV2.USD","LU2023251221.USD","LU1974910355.USD","SG9999002232.USD","HK0000320264.USD","LU0323591593.USD","IE0005OL40V9.USD","LU2264538146.SGD","LU1934455277.USD","LU2272731600.USD","LU1066051811.HKD","LU0965509010.AUD","IE00BK4W5M84.HKD","IE00BJLML261.HKD","LU2089283258.USD","LU0345769631.USD","LU1116320901.HKD","LU1923622614.USD","LU2087625088.SGD","LU0077335932.USD","LU0353189680.USD","LU1496350171.SGD","LU2108987350.USD","LU2746668461.USD","BK4548","BK4587","LU0823434583.USD","LU2471134952.CNY","LU1992135472.HKD","IE00BZ199S13.USD","HK0000306685.HKD","LU1934455194.USD","LU0390134368.USD","LU1153585028.USD","LU2461242641.AUD","IE0004445015.USD","IE00B19Z3581.USD","LU2265009873.SGD","IE00BD6J9T35.USD","LU2750360641.GBP","LU2125909759.SGD","LU2592432038.USD","LU2430703251.USD","LU2065171402.SGD","LU0094547139.USD","LU0528227936.USD","NVDQ","LU0820561909.HKD","LU1935042215.USD","IE000ITXATA3.USD","LU0266013472.USD","LU0640476718.USD","LU0342679015.USD","LU1720051108.HKD","LU1712237335.SGD","LU2458330243.SGD","LU2463028550.USD","BK4605","LU0107464264.USD","IE00BKDWB100.SGD","LU1316542783.SGD","LU0345768153.USD","LU2250418816.HKD","MUD","LU1691799644.USD","SGXZ51526630.SGD","LU0823434740.USD","IE00BYXW3230.USD","IE00BWXC8680.SGD","LU0175139822.USD","LU1935043536.SGD","IE00BJTD4N35.SGD","LU1815333072.USD","IE00B19Z8X17.USD","SGXZ99366536.SGD","NVDW","LU0348723411.USD","IE000YTNTUN2.SGD","LU1064131342.USD","LU0203202063.USD","LU2023250330.USD","LU0061475181.USD","LU0210533765.USD","LU1804176565.USD","LU0096364046.USD","LU0868494708.USD","BK4579","SG9999002224.SGD","LU0154236417.USD","SG9999015986.USD","LU1868837136.USD","LU2430703178.SGD","BK4549","LU1861215975.USD","LU2746668974.SGD","LU2087621335.USD","BK4550","LU0494093205.USD","LU0289960550.SGD","LU2089284900.SGD","IE00BN29S564.USD","LU2756315318.SGD","LU0158827781.USD","LU2361044949.HKD","LU0128525929.USD","NVD2.UK","IE00B19Z9505.USD","LU0006306889.USD","GB00BDT5M118.USD","LU1674673691.USD","LU1814569148.SGD","LU1267930573.SGD","BK4598","LU0943347566.SGD","LU1242518931.SGD","BK4612","LU0316494557.USD","LU0354030511.USD","LU0868494617.USD","HK0000306701.USD","LU0708995401.HKD","LU0082616367.USD","LU2361045086.USD","LU0080751232.USD","LU1839511570.USD","LU1935042991.SGD","IE00BDRTCR15.USD","IE00B5949003.HKD","LU1066053197.SGD","LU0124676726.USD","HK0000914660.USD","LU2294711713.HKD","BK4528","LU0057025933.USD","LU0823421333.USD","IE00B4YYXB79.USD","IE00BKPKM429.USD","LU2237957902.USD","IE00BQXX3D17.EUR","LU0029864427.USD","LU2357305700.SGD","BK4534","LU2271345857.HKD","IE0001KFT4U8.USD","BK4614","LU1066051498.USD","SG9999015341.SGD","LU0109391861.USD","LU2125909593.SGD","LU0211328371.USD","HK0000914686.HKD","IE00B3S45H60.SGD","LU0081259029.USD","NVDD","SG9999014575.USD","IE00B7SZLL34.SGD","LU0820561818.USD","IE00BMPRXN33.USD","LU1935043023.USD","LU1548497426.USD","LU2552382058.USD","LU0157215616.USD","LU0345770308.USD","LU2063271972.USD","LU1145028129.USD","LU1935042488.USD","LU2097344357.USD","LU2242649171.HKD","LU2543165471.USD","LU2552382132.HKD","LU1435385759.SGD","LU1852331112.SGD","LU0251132253.USD","LU1267930730.SGD","LU2213496289.HKD","LU2322448957.HKD","LU0889566641.SGD","LU0472753341.HKD","LU2249611893.SGD","LU0345770993.USD","LU2106854487.HKD","SGXZ23171101.USD","SG9999014880.SGD","LU1815336760.USD","LU2028103732.USD","NVDG","LU0417517546.SGD","LU2430703095.HKD","LU0127658192.USD","LU0476273544.USD","IE0009356076.USD","LU0061474705.USD","IE00BQXX3C00.GBP","LU0203347892.USD","LU2456880835.USD","LU0861579265.USD","LU0719512351.SGD","SG9999000418.SGD","LU2552382215.SGD","LU0345769128.USD","LU0724617625.USD","LU1674673428.USD"],"gpt_icon":1},{"id":"2613724616","title":"存储行业全面转向卖方市场：SK海力士称今年客户需求难获全满足","url":"https://stock-news.laohu8.com/highlight/detail?id=2613724616","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613724616?lang=zh_cn&edition=fundamental","pubTime":"2026-02-21 21:55","pubTimestamp":1771682100,"startTime":"0","endTime":"0","summary":"在近日一场面向投资者的虚拟会议上，全球存储芯片巨头SK海力士向市场传递出重要信号：当前存储行业已彻底转向卖方主导格局。据会议披露，SK海力士当前DRAM与NAND闪存的库存周转周期已压缩至4周左右，创下历史新低。产业链动态显示，下游企业正积极寻求长期供应保障。驱动行业变革的核心力量来自AI算力需求的指数级增长。市场监测数据显示，DDR5内存颗粒的现货价格较年初上涨17%，企业级SSD合约价季度涨幅突破12%。","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=nesSN20260221221133a4b98fee&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221221133a4b98fee&s=b","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":"tencent","symbols":["LU1803068979.SGD","IE00B19Z3581.USD","MUU","BK4566","BK4579","LU1366333091.USD","LU0056508442.USD","LU0642271901.SGD","BK4532","LU2360106780.USD","LU0889566641.SGD","IE0009356076.USD","LU0719512351.SGD","LU2250418816.HKD","BK4588","BK4605","BK4141","LU0203347892.USD","BK4533","BK4527","LU2048586759.USD","IE00B5949003.HKD","BK4168","LU0082616367.USD","LU0889565833.HKD","LU0203345920.USD","BK4554","BK4512","07709","IE0002270589.USD","GB00BDT5M118.USD","LU1267930813.SGD","MUD","LU2089985449.USD","LU0792757196.USD","LU0109392836.USD","IE00B7SZLL34.SGD","IE00B19Z3B42.SGD","LU0154236417.USD","BK4585","LU0274383776.USD","LU1316542783.SGD","LU0157215616.USD","LU1852331112.SGD","LU0127658192.USD","LU0081259029.USD","BK4543","LU2286300806.USD","LU2211815571.USD","BK4553","LU2458330169.SGD","MU","LU2931357623.SGD","LU1323610961.USD","LU2458330243.SGD","MULL","BK4575"],"gpt_icon":0},{"id":"2613243683","title":"全球AI企业遭遇内存芯片短缺瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=2613243683","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613243683?lang=zh_cn&edition=fundamental","pubTime":"2026-02-21 19:11","pubTimestamp":1771672262,"startTime":"0","endTime":"0","summary":"人工智能企业正面临全球性内存芯片供应紧张局面，成本上涨、交付延迟已导致部分消费电子厂商调高产品售价。全球内存芯片生产由三星、美光和SK海力士三家企业主导。它们在满足AI超大规模企业对高带宽内存芯片需求的同时，还需保障传统电子产品客户的长期订单，承压显著。英特尔CEO陈立武警告，AI发展瓶颈已从算力转向内存及更广泛基础设施系统，该短缺问题预计持续至2028年之前。","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=nesSN20260221191711a7101db0&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191711a7101db0&s=b","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":"tencent","symbols":["LU2458330169.SGD","BK4575","IE00B7SZLL34.SGD","LU2931357623.SGD","LU0082616367.USD","IE00B5949003.HKD","LU0056508442.USD","LU2211815571.USD","BK4512","LU1267930813.SGD","LU0642271901.SGD","LU0719512351.SGD","BK4533","BK4554","LU1803068979.SGD","BK4579","GB00BDT5M118.USD","GOOGL","LU2089985449.USD","BK4605","MU","BK4588","LU0203345920.USD","BK4532","LU0154236417.USD","LU0127658192.USD","LU1852331112.SGD","BK4535","LU0274383776.USD","LU0889566641.SGD","LU0157215616.USD","BK4585","LU2048586759.USD","LU1316542783.SGD","LU0109392836.USD","MUD","MULL","LU2286300806.USD","LU0889565833.HKD","LU0081259029.USD","BK4141","LU2250418816.HKD","BK4553","LU0203347892.USD","LU2360106780.USD","IE0002270589.USD","BK4527","LU0792757196.USD","IE00B19Z3B42.SGD","LU1323610961.USD","LU1366333091.USD","LU2458330243.SGD","IE00B19Z3581.USD","BK4566","IE0009356076.USD","BK4543"],"gpt_icon":1},{"id":"2613211552","title":"为什么现在是德国半导体制造厂的最佳时机？","url":"https://stock-news.laohu8.com/highlight/detail?id=2613211552","media":"半导体产业纵横","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613211552?lang=zh_cn&edition=fundamental","pubTime":"2026-02-21 11:16","pubTimestamp":1771643776,"startTime":"0","endTime":"0","summary":"如今，世界已认识到半导体产业对全球经济的重要性。现在，这为将整个半导体存储器供应链带回欧洲提供了独特的机会。截至2025年10月，该战略已取得阶段性成果，推动欧盟成为全球第三大半导体投资目的地，并在关键技术布局和供应链监测体系建设方面取得重要进展。这家封装代工厂是欧洲在半导体制造领域实现技术自主的重要一步。","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=nesSN20260221111722a70f1a03&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221111722a70f1a03&s=b","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":"tencent","symbols":["BK4575","BK4533","BK4585","BK4543","LU2458330169.SGD","LU2211815571.USD","MU","LU0081259029.USD","LU0127658192.USD","LU2048586759.USD","IE00B19Z3581.USD","LU0792757196.USD","LU0274383776.USD","LU1267930813.SGD","LU2286300806.USD","MUD","LU2089985449.USD","LU0203347892.USD","BK4512","LU2250418816.HKD","BK4579","IE00B19Z3B42.SGD","LU0719512351.SGD","LU0203345920.USD","LU0642271901.SGD","GB00BDT5M118.USD","MULL","LU1803068979.SGD","LU0157215616.USD","BK4535","LU2458330243.SGD","LU0056508442.USD","LU2360106780.USD","LU0082616367.USD","LU1852331112.SGD","LU0889566641.SGD","BK4553","LU1316542783.SGD","LU0109392836.USD","LU0154236417.USD","LU2931357623.SGD","BK4588","BK4532","BK4527","BK4566","IE0002270589.USD","LU0889565833.HKD","688981","BK4141","BK4554","LU1323610961.USD","IE0009356076.USD","LU1366333091.USD","IE00B5949003.HKD","BK4605","IE00B7SZLL34.SGD"],"gpt_icon":1},{"id":"2612539293","title":"存储概念普升 慧荣科技升2.85% 业内人士：DRAM/NAND紧缺将持续至2030年","url":"https://stock-news.laohu8.com/highlight/detail?id=2612539293","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612539293?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 23:16","pubTimestamp":1771600583,"startTime":"0","endTime":"0","summary":"金吾财讯 | 存储概念普升，慧荣科技升2.85%，闪迪升2.26%，Rambus升1.54%，西部数据升1.25%，美光科技升1.23%。消息面上，群联电子（Phison）首席执行官潘健成（K.S. Pua）警告称，DRAM 内存和 NAND 闪存（核心股）短缺问题的严重程度远超市场预期，且因结构性转变持续至 2030 年以后。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"297377","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":["BK4588","LU1046421795.USD","IE00B5949003.HKD","LU2211815571.USD","LU2286300806.USD","LU1852331112.SGD","LU1069347547.HKD","BK4605","IE00B19Z3581.USD","LU2089985449.USD","LU0203345920.USD","MULL","LU0444973449.USD","LU2458330169.SGD","LU0642271901.SGD","IE00B7SZLL34.SGD","BK4533","BK4585","LU2250418816.HKD","LU2931357623.SGD","WDCX","LU0056508442.USD","LU0889565833.HKD","LU0082616367.USD","LU0081259029.USD","LU0476273544.USD","LU1235294995.USD","LU1642822529.SGD","LU1366333091.USD","GB00BDT5M118.USD","LU1823568750.SGD","LU1316542783.SGD","SIMO","LU0154236417.USD","RMBS","LU1035773651.USD","MUD","LU0274383776.USD","BK4527","BK4141","BK4512","LU0957808578.USD","LU0792757196.USD","LU1323610961.USD","LU2458330243.SGD","LU0203347892.USD","BK4543","BK4553","LU0006061336.USD","BK4532","LU2360106780.USD","BK4170","LU0109392836.USD","LU2048586759.USD","LU0719512351.SGD","BK4526","BK4566","BK4554","BK4575","LU1815336760.USD","IE0009356076.USD","LU0157215616.USD","LU1267930813.SGD","BK4579","LU0127658192.USD","LU0889566641.SGD","LU1803068979.SGD","LU0444971666.USD","IE00B19Z3B42.SGD","IE0002270589.USD","LU0054578231.USD"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}