美股詳情

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Tema Memory ETF

36.03

+0.10000.28%

盤後：36.030.00000.00%19:49 EDT

成交量：11.29萬

成交額：407.93萬

市值：7,746.45萬

市盈率：- -

高：36.54

開：36.54

低：35.86

收：35.93

52周最高：50.46

52周最低：28.35

股本：215.00萬

流通股本：215.00萬

量比：0.67

換手率：5.25%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

TD Cowen：美光毛利率將在2027自然年第二季度見頂

摩根大通維持美光「增持」評級，預計業績和指引均將超預期

环球市场播报

美光股價預測：財報臨近，MU股價能否借AI存儲需求重新挑戰歷史高點？

TradingKey中文

日本股市：日經指數終止五連漲，美光發布業績前人氣謹慎

韓國兩大存儲芯片巨頭，突然加速建廠

韓國兩大存儲芯片巨頭突然加速建廠

交易員：存儲器板塊震盪等待 MU 財報，BTC 或下探 82K 支撐

難以高枕無憂！韓國專家警告：中韓HBM技術差距僅2年

美光財報前瞻：AI存儲需求能否延續高景氣？華爾街最高看2000美元

TradingKey中文

韓國金融市場：韓股下跌逾1%，受芯片股疲勢拖累

兩大存儲芯片巨頭，集體下跌

本周前瞻：美光(MU.US)財報檢驗AI基建成色，OpenAI與白宮AI會談共振，PCE非農定調10月利率

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15:49","pubTimestamp":1790581740,"startTime":"0","endTime":"0","summary":"摩根大通在美光9月30日公布财报前维持其“增持”评级和1540美元目标价，认为公司8月季度业绩有望全面高于市场预期，同时存储芯片供需仍然偏紧，价格继续具备上行空间。摩根大通预计，美光8月季度营收、毛利率和每股收益都将超过市场目前分别为514亿美元、86.2%和31.73美元的一致预期。基于这一判断，摩根大通继续维持1540美元目标价和“增持”评级。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-09-28/doc-initkhwz8638882.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":["LU2168564065.EUR","LU2213496289.HKD","LU2290526834.HKD","LU0323591593.USD","LU2750360997.AUD","EMSF","IE0034235303.USD","SOXX","XNTK","SGXZ51526630.SGD","LU0056508442.USD","MUG","LU1674673691.USD","LU0683600562.USD","LU2023250330.USD","MU","SHOC","CGGO","LU2471134879.HKD","LU1280957306.USD","LU2048586759.USD","LU0109392836.USD","IE00B19Z3B42.SGD","BK4554","GB00BDT5M118.USD","LU0320765059.SGD","MUZ","IE00B19Z3581.USD","IE00BSNM7G36.USD","MUU","LU2168564495.EUR","IE00BK4W5M84.HKD","LU2471134952.CNY","LU2102340556.USD","LU0096364046.USD","LU0154236417.USD","LU0689472784.USD","LU0820561909.HKD","LU0859254822.USD","LU2087625088.SGD","LU2211815571.USD","LU2931357623.SGD","PTF","LEGR","ARTY","VGT","BOBP","CHPS","LU1316542783.SGD","BK4566","LU1548497426.USD","LU1629891620.HKD","IE00B1XK9C88.USD","FXL","LU1861215975.USD","LU0889565833.HKD","LU1267930730.SGD","IE00B7SZLL34.SGD","LU1551013425.SGD","LU0109391861.USD","LU0719512351.SGD","XLK","FTEC","LU1868836757.USD","LU0417517546.SGD","SMU00main","LU2286300806.USD","LU0353189680.USD","IE000M9KFDE8.USD","LU0133085943.USD","FAI","AIS","CHAT","IE0009356076.USD","FDTX","LU0210536198.USD","LU2471134523.USD","LU2089985449.USD","LU2357627491.SGD","LU0061475181.USD","IE00BWXC8680.SGD","EFIV","LU0238689110.USD","IXN","RULE","LU2896262040.SGD","LU2756315664.SGD","LU1861220033.SGD","BK4533","BK4579","BK4141","LU0672654240.SGD","IE00B5949003.HKD","LU0792757196.USD","LU2168563687.JPY","LU0820562030.AUD","LU1914381329.SGD","IE00BKDWB100.SGD","LU0642271901.SGD","LU0820561818.USD","BK4543","CHPX","HBMX","LU0097036916.USD","LU0157215616.USD","IETC","LU2403377893.USD","IE0002270589.USD","LU0256863811.USD","LU2168564222.USD","LU0943347566.SGD","LU2357305700.SGD","BK4575","LU1989764748.USD","LU0353189763.USD","AIQ","LU0889566641.SGD","LU2360107168.USD","LU0081259029.USD","LU0203347892.USD","MUD","MUYY","BAI","BK4527","USXF","LU1551013342.USD","DRMY","WLDR","LU0640476718.USD","LU2471134796.USD","LU1868837136.USD","LU2750360641.GBP","BK4585","LU0256863902.USD","LU1868837300.USD","MULL","BK4588","BK4532","BK4553","LU2543165471.USD","LU1778281490.HKD","EGGY","LU1868836914.USD","SGXZ99366536.SGD","LU1868836591.USD","LU1674673428.USD","TTXU","LU2756315318.SGD","LU2458330169.SGD","SOXQ","LU2250418816.HKD","LU1366333091.USD","LU0082616367.USD","LU0234570918.USD","SG9999001424.SGD","LU2054465674.USD","LU1720051108.HKD","LU2168564149.EUR","LU0274383776.USD","DISK","LU2360106780.USD","PSI","JGRO","LU1989764664.SGD","BK4512","SMH","LU0787776722.HKD","LU1720051017.SGD","LU1323610961.USD","LU0127658192.USD","LU1852331112.SGD","BK4605","IE00BJLML261.HKD","LU0708995401.HKD","LU0203345920.USD","LU2458330243.SGD","TRFK","FTXL","MIC","WUGI","LU0964807845.USD","AIFD","LU1267930813.SGD","SGXZ81514606.USD","IE00BK4W5L77.USD","LU1145028129.USD","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670873692","title":"美光股價預測：財報臨近，MU股價能否借AI存儲需求重新挑戰歷史高點？","url":"https://stock-news.laohu8.com/highlight/detail?id=2670873692","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670873692?lang=zh_tw&edition=fundamental","pubTime":"2026-09-28 15:40","pubTimestamp":1790581247,"startTime":"0","endTime":"0","summary":"TradingKey - 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15:16","pubTimestamp":1790579811,"startTime":"0","endTime":"0","summary":"日本股市：日经指数终止五连涨，美光发布业绩前人气谨慎路透东京9月28日-日本股市日经指数周一结束了连续五天的上涨势头。纳斯达克指数期货走弱，市场正等待美国存储器制造商美光MU.O本周晚些时候发布的财报。日经指数.N225在连续五个交易日上涨约4.5%后，周一下跌0.73%，收于65,877.62点。盘中早些时候，日经指数一度上涨1%至67,034.74点，创下自8月中旬以来的最高水平。市场广度呈负面态势，日经指数中有53只个股上涨，171只下跌，1只持平。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260928:nL6S45K0E9:1","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":["FDTX","LU0109392836.USD","LU1316542783.SGD","LU2896262040.SGD","BK4566","LU1280957306.USD","LU1366333091.USD","JGRO","LU0820561909.HKD","LU0157215616.USD","CHPS","IE00B7SZLL34.SGD","LU0096364046.USD","SMU00main","LU2087625088.SGD","IE0034235303.USD","LU0210536198.USD","LU0889566641.SGD","LU0417517546.SGD","MULL","VGT","LU0097036916.USD","LU1720051108.HKD","RULE","LU0889565833.HKD","LU2543165471.USD","LU1720051017.SGD","LU0943347566.SGD","LU2023250330.USD","LU0127658192.USD","FXL","LU1861215975.USD","USXF","LU2168564065.EUR","LU0787776722.HKD","LEGR","LU2458330169.SGD","LU1861220033.SGD","LU2048586759.USD","LU0109391861.USD","LU2168563687.JPY","LU2211815571.USD","LU0353189680.USD","IE00BJLML261.HKD","BK4532","BK4554","PSI","GB00BDT5M118.USD","LU0708995401.HKD","IE00B19Z3581.USD","BK4533","LU2286300806.USD","LU0642271901.SGD","LU0689472784.USD","LU2360106780.USD","LU1674673428.USD","FTXL","IE00BSNM7G36.USD","AIS","IE00B1XK9C88.USD","BK4543","MUU","LU2089985449.USD","LU1323610961.USD","IE00B5949003.HKD","LU1674673691.USD","CHPX","LU2054465674.USD","ARTY","LU2471134879.HKD","BK4141","IE0009356076.USD","IE00BK4W5M84.HKD","LU0234570918.USD","LU0256863902.USD","LU0061475181.USD","LU1267930813.SGD","LU2102340556.USD","LU0820561818.USD","SOXX","LU2756315318.SGD","BK4588","IE00BK4W5L77.USD","LU0323591593.USD","MUD","LU2458330243.SGD","LU2168564495.EUR","LU2471134952.CNY","LU2250418816.HKD","AIFD","LU1267930730.SGD","LU1551013425.SGD","SHOC","LU2168564222.USD","BK4553","LU2756315664.SGD","LU0274383776.USD","LU0154236417.USD","WUGI","IXN","SGXZ51526630.SGD","SGXZ99366536.SGD","XLK","LU1989764748.USD","PTF","CHAT","LU0081259029.USD","LU2290526834.HKD","DRMY","HBMX","LU0353189763.USD","EMSF","LU1989764664.SGD","IE00B19Z3B42.SGD","SGXZ81514606.USD","LU1629891620.HKD","AIQ","LU1551013342.USD","LU2403377893.USD","LU2750360641.GBP","TRFK","FAI","LU1868837136.USD","XNTK","BK4605","MUZ","EFIV","EGGY","LU1852331112.SGD","CGGO","LU2931357623.SGD","LU0964807845.USD","FTEC","LU2750360997.AUD","MUG","BK4579","BK4585","IE0002270589.USD","BK4527","BK4575","LU2471134523.USD","LU0256863811.USD","LU2168564149.EUR","LU0672654240.SGD","LU0056508442.USD","LU1548497426.USD","LU1868836757.USD","LU0683600562.USD","LU2213496289.HKD","IE00BKDWB100.SGD","LU1868837300.USD","MUYY","LU0082616367.USD","MU","BOBP","LU0320765059.SGD","LU0203347892.USD","LU2471134796.USD","LU0133085943.USD","SG9999001424.SGD","IE000M9KFDE8.USD","LU0820562030.AUD","LU1914381329.SGD","LU0719512351.SGD","LU1145028129.USD","SOXQ","LU0238689110.USD","SMH","LU2357305700.SGD","LU2360107168.USD","LU2357627491.SGD","LU0203345920.USD","IETC","IE00BWXC8680.SGD","WLDR","LU1778281490.HKD","LU1868836591.USD","LU1868836914.USD","DISK","BK4512","LU0640476718.USD","MIC","LU1803068979.SGD","TTXU","BAI","LU0859254822.USD","LU0792757196.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670289302","title":"韓國兩大存儲芯片巨頭，突然加速建廠","url":"https://stock-news.laohu8.com/highlight/detail?id=2670289302","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670289302?lang=zh_tw&edition=fundamental","pubTime":"2026-09-28 13:45","pubTimestamp":1790574354,"startTime":"0","endTime":"0","summary":"报道称，三星电子正与主要设备供应商商讨，将Ph1设备预计部署时间从原定的2027年第三季度提前至第二季度。P5是三星电子的下一代半导体生产基地，目标于2028年投产。另据韩国SME Daily报道，SK海力士已开始在日本建设存储半导体工厂，这距离公司此前称“尚未决定”仅一个月。报道指出，直到一个月前，SK海力士还表示正在“审查”相关事项，关于其在日本的存储半导体工厂“尚未做出具体决定”。如果属实，这意味着“建厂竞赛”正在加快。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8wmoB7A1J7w","rn_cache_url":null,"customStyle":"","selectors":"article, 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Daily报道，SK海力士已开始在日本建设存储半导体工厂，这距离公司此前称“尚未决定”仅一个月。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609283885110244.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609283885110244.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["DRAM","BK4588","DRMP","DRMY","FTXL","MUU","MUYY","MULL","RAMZ","DISK","DRAL","MUZ","RAM","MIC","HBMX","MUG","09747","MUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670628510","title":"交易員：存儲器板塊震盪等待 MU 財報，BTC 或下探 82K 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12:19","pubTimestamp":1790569181,"startTime":"0","endTime":"0","summary":"快科技9月28日消息，韩国半导体业界对中国在高带宽存储器 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11:51","pubTimestamp":1790567511,"startTime":"0","endTime":"0","summary":"TradingKey - 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