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T-REX 2X INVERSE DRAM DAILY TARGET ETF

15.24

-0.1200-0.78%

盘后：15.240.00000.00%19:57 EDT

成交量：24.17万

成交额：366.65万

市值：670.56万

市盈率：- -

高：15.45

开：14.91

低：14.80

收：15.36

52周最高：33.47

52周最低：12.53

股本：44.00万

流通股本：44.00万

量比：0.42

换手率：54.93%

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...

总览公司新闻资讯公告

AI算力需求带动存储芯片升级产业链景气度获机构看好

东方财富网

349亿元不只是扩产：长鑫科技真正要补的是DRAM制造闭环

从349亿元看国产存储供应链：谁能真正接住长鑫扩产订单

存储芯片行情持续火热！伯恩斯坦：DRAM、NAND三季度价格或涨近20% 2028年周期或开始“正常化”

三星：明年HBM将占DRAM产能近30%，传统内存供应或进一步收紧

华尔街见闻

江波龙：“内存墙”的物理限制与高昂内存成本，已成大模型在端侧AI广泛应用的重要阻碍

美国对DRAM设备启动337调查，先看清它到底能影响什么

337调查落到供应链，DRAM国产替代会被加速还是被拖慢？

DRAM还在超级周期里吗？337调查之外，更大的变量是供需与资本开支

SK海力士扩大合作伙伴支持计划，最高预付一半研发资金

环球市场播报

TrendForce：上修2027年HBM价格展望预估ASP年增达121%

集邦咨询：HBM供应持续吃紧上修2027年HBM价格展望预估ASP年增达121%

集邦咨询：HBM供应持续吃紧上修2027年HBM价格展望预估ASP年增达121%

机构：上修2027年HBM价格展望，预估ASP年增达121%

三星高管预计明年HBM将占到行业DRAM产能的近30%

三星高管预计明年HBM将占到行业DRAM产能的近30%

环球市场播报

日韩股市走弱，KOSPI低开0.7%，SK海力士、三星逆势上涨

TradingKey中文

机构扎堆调研，这个细分行业最火爆

东方财富网

SK海力士（SKHY）盘前承压下跌4.42% 市场忧虑Solidigm独立上市将加剧折价风险

兆易创新：增加2026年关联交易额度预计2027年1-4月额度

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20:30","pubTimestamp":1790685032,"startTime":"0","endTime":"0","summary":"三星电子预计，HBM占全球DRAM晶圆产能的比重明年将由约20%升至近30%，持续挤压传统DRAM供应。三星HBM月均投片量预计增近40%，HBM4系列占比升至约80%。TrendForce预计，AI需求与产能竞争将令2027年内存供应维持偏紧，并将HBM混合平均售价涨幅预期上调至121%。","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":"https://wallstreetcn.com/articles/3782751","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":["MUU","EMXC","MIC","MUG","RAM","MULL","DISK","HBMX","BK4585","RAMZ","MUZ","DRMP","DRMY","BK4588","MUYY","DRAL","DRAM","MUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671517219","title":"江波龙：“内存墙”的物理限制与高昂内存成本，已成大模型在端侧AI广泛应用的重要阻碍","url":"https://stock-news.laohu8.com/highlight/detail?id=2671517219","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671517219?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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...","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260929/c680362401.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260929/c680362401.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":"tonghuashun_highlight","symbols":["DRAL","BK4588","DRMP","DISK","DRMY","RAMZ","MULL","MIC","MUD","MUYY","MUU","MUZ","MUG","DRAM","RAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671292855","title":"337调查落到供应链，DRAM国产替代会被加速还是被拖慢？","url":"https://stock-news.laohu8.com/highlight/detail?id=2671292855","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671292855?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260929/c680362403.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260929/c680362403.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":"tonghuashun_highlight","symbols":["MUZ","RAMZ","BK4588","MUG","DRAM","MULL","RAM","DRMP","DISK","DRMY","MUD","MUU","DRAL","MIC","MUYY","KSTR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671070294","title":"DRAM还在超级周期里吗？337调查之外，更大的变量是供需与资本开支","url":"https://stock-news.laohu8.com/highlight/detail?id=2671070294","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671070294?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260929/c680362391.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260929/c680362391.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":"tonghuashun_highlight","symbols":["MUG","MUZ","DRMY","MULL","DVIN","PSCI","RAM","FRTY","BK4585","BK4588","UXI","MIC","DRAM","REGS","MADE","DRAL","FIDU","VIS","MUD","DISK","PJFM","RAMZ","MUYY","TRUI","DRMP","MUU","XLII","XLIX","IYJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671086295","title":"SK海力士扩大合作伙伴支持计划，最高预付一半研发资金","url":"https://stock-news.laohu8.com/highlight/detail?id=2671086295","media":"环球市场播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671086295?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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预估ASP年增达121%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671295487","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671295487?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 14:09","pubTimestamp":1790662178,"startTime":"0","endTime":"0","summary":"金吾财讯 | 根据TrendForce集邦咨询最新研究显示，AI服务器需求持续扩张，HBM与Conventional DRAM仍竞逐有限的先进制程及晶圆产能，加上新一代产品的良率与产出提升仍需时间，预估2027年存储器供应将持续吃紧。在整体存储器价格维持上行趋势的情况下，供应商对2027年HBM涨价态度亦更为明确，为反映整体供应持续紧张，以及高价HBM4占比提升、HBM4e于2027年下半年逐步放量所带来的影响，TrendForce集邦咨询上修明年HBM价格展望，预估Blended ASP年增幅度将达121%。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/NzE1NDA5NTM3ODk1OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NzE1NDA5NTM3ODk1OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992755","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":["MUG","DRMY","MULL","RAMZ","MUD","DISK","DRAM","MUZ","RAM","MUU","DRAL","MUYY","BK4588","HBMX","MIC","DRMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671295579","title":"集邦咨询：HBM供应持续吃紧 上修2027年HBM价格展望 预估ASP年增达121%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671295579","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671295579?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 14:04","pubTimestamp":1790661856,"startTime":"0","endTime":"0","summary":"在整体存储器价格维持上行趋势的情况下，供应商对2027年HBM涨价态度亦更为明确，为反映整体供应持续紧张，以及高价HBM4占比提升、HBM4e于2027年下半年逐步放量所带来的影响，TrendForce集邦咨询上修明年HBM价格展望，预估Blended ASP年增幅度将达121%。因此，在HBM供应持续紧张的情况下，8hi预计成为2027年多家GPU与ASIC厂商优先评估的方案，作为GPU厂商在性能、供应量与成本之间的折中方案。","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/1501956.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","MUU","MUD","MULL","MUYY","DISK","MIC","HBMX","MUG","RAM","RAMZ","DRAL","DRMP","BK4588","MUZ","DRMY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671295572","title":"集邦咨询：HBM供应持续吃紧 上修2027年HBM价格展望 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13:42","pubTimestamp":1790660569,"startTime":"0","endTime":"0","summary":"来源：环球市场播报三星电子一位高管周二表示，预计明年高带宽内存（HBM）将占到DRAM芯片制造商晶圆总产能的近30%，高于目前的约20%。三星电子执行副总裁Kim Taewoo表示，HBM与标准DRAM争夺相同的晶圆产能，这意味着扩大HBM产量可能会限制标准DRAM的供应。HBM是人工智能计算的关键组件，由垂直堆叠的存储芯片构成，使处理器能够高速访问海量数据。该市场目前主要由韩国的SK海力士和三星电子以及美国的美光科技主导。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\n            责任编辑：栎树","market":"sh","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://usstock.jrj.com.cn/2026/09/29134258575536.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_highlight","symbols":["DRMP","DRMY","RAM","MUYY","MUZ","BK4585","MUD","DRAM","EMXC","HBMX","MUU","MIC","DISK","MUG","RAMZ","DRAL","BK4588","MULL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671350260","title":"三星高管预计明年HBM将占到行业DRAM产能的近30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671350260","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671350260?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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Taewoo表示，HBM与标准DRAM争夺相同的晶圆产能，这意味着扩大HBM产量可能会限制标准DRAM的供应。HBM是人工智能计算的关键组件，由垂直堆叠的存储芯片构成，使处理器能够高速访问海量数据。该市场目前主要由韩国的SK海力士和三星电子以及美国的美光科技主导。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-09-29/doc-initnfqp2927467.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":["BK4588","DRAL","EMXC","MIC","MUD","BK4585","HBMX","MUG","DRAM","MUZ","RAM","MUYY","MULL","DRMY","DISK","RAMZ","MUU","DRMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671850269","title":"日韩股市走弱，KOSPI低开0.7%，SK海力士、三星逆势上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2671850269","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671850269?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 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9月29日，日韩股市早盘表现偏弱，日本日经225指数（JPN225）开盘下跌0.49%，报65,557.99点，随后跌幅收窄至0.37%，报65,636.03点；韩国综合股价指数（KOSPI）低开0.7%，报6,844.41点，随后跌幅收窄至0.25%，报6,872.71点。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240422/e4f79441dea6c1f14b00ba3b974eab17.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240422/e4f79441dea6c1f14b00ba3b974eab17.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/more/262190730-japan-south-korea-stocks-kospi-nikkei-softbank-sk-hynix-samsung-kioxia-tradingkey","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":["07709","03516","FLKR","HYNX","SKHL","SKHYV","LU0823397103.USD","SKHN","SKHZ","SKDD","VXUS","SK","EEMO","EMXC","EWY","LU1956131251.USD","LU0823413587.USD","BK4141","RAM","SKUU","SPEM","KORU","BK4585","BK4588","SKHU","BK4535","SKHA","LU0823413660.USD","SKHY","RAMZ","EDZ","SKHX","SKHQ","MKOR","DRAL","LU0823397285.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670258006","title":"机构扎堆调研，这个细分行业最火爆","url":"https://stock-news.laohu8.com/highlight/detail?id=2670258006","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670258006?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 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市场忧虑Solidigm独立上市将加剧折价风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2670139233","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670139233?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 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