美股詳情

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Tema Memory ETF

35.71

-2.9000-7.51%

盤後：35.920.2100+0.59%17:30 EDT

成交量：28.26萬

成交額：1,006.34萬

市值：8,534.69萬

市盈率：- -

高：36.23

開：35.42

低：35.21

收：38.61

52周最高：50.46

52周最低：28.35

股本：239.00萬

流通股本：239.00萬

量比：1.86

換手率：11.82%

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

今晚，美股休市，上個交易日存儲板塊爆發；A股今日存儲芯片概念股亦爆發，CPO、光通信概念全天走強

存儲即將三倍漲價？

打破慣例！蘋果或籤鎧俠NAND長期協議：3到5年合約無價格上限

數據：熱門股票盤前價差普遍走高，SOXL 較上次交易日盤後上漲 7.59%

報告：三星擴大全球DRAM市場領先優勢，份額達39%

环球市场播报

長鑫科技：下半年全球DRAM產品供給仍然緊缺

科技、媒體與電信板塊要聞：市場動態綜述

TrendForce：2026 年 Q2 DRAM 產業營收季增 59.5%

A股全天縮量上揚深成指收漲1.91% 光纖概念、存儲芯片板塊走強

TrendForce：合約價格顯著上漲二季度DRAM產業營收季增59.5%

TrendForce：合約價格顯著上漲二季度DRAM產業營收季增59.5%

機構：2Q26 DRAM產業營收季增59.5%，供給擴張仍不及需求成長

未來資產證券：三星 HBM 出貨擴張料將抵消 2027 年通用存儲增長放緩

ETF異動 | 易方達亞洲半導體ETF(03486)午後漲近4% Astra點燃算力熱潮 DRAM景氣獲重新確認

美光股價預測：MU狂飆突破1,000美元大關，9月能否改寫歷史新高？

TradingKey中文

存儲概念股集體反彈瀾起科技（06809）漲4.97% Q2全球DRAM市場規模按月增長55.9%

高盛：AI存儲芯片需求被低估，韓國股市仍有80%上漲空間

华尔街见闻

A股存儲芯片板塊競價高開，普冉股份漲近6%

每日经济新闻

A股存儲芯片板塊競價高開，普冉股份漲近6%，精智達漲近5%，瀾起科技、大普微、聚辰股份均漲3.8%，華大九天、深科達等跟

台積電等擴產帶動半導體廠務工程五強在手訂單逾 8800 億元

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較上次交易日盤後上漲 7.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665157343","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665157343?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 18:08","pubTimestamp":1788775694,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，在传统市场周末休市期间，交易所中永续合约类型的股票或已提前定价股市行情。据 RootData 数据显示，多数热门股票高于上次盘后水平：\n\n半导体三倍做多ETF（SOXL）现报 125.65 美元，较上次交易日盘后参考价 116.79 美元上涨 7.59%；\n闪迪（SNDK）现报 1,785.09 美元，较上次交易日盘后参考价 1,731.88 美元上涨 3.07%；\n美光科技（MU）现报 1,043.54 美元，较上次交易日盘后参考价 1,014.74 美元上涨 2.84%；\niShares半导体ETF（SOXX）现报 532.09 美元，较上次交易日盘后参考价 518.48 美元上涨 2.62%；\n英特尔（INTC）现报 98.16 美元，较上次交易日盘后参考价 95.80 美元上涨 2.46%；\nSK海力士（SKHY）现报 179.44 美元，较上次交易日收盘参考价 175.78 美元上涨 2.08%；\nVanEck半导体ETF（SMH）现报 578.73 美元，较上次交易日盘后参考价 567.05 美元上涨 2.06%；\nSpaceX（SPCX）现报 150.54 美元，较上次交易日盘后参考价 147.78 美元上涨 1.87%；\nIREN（IREN）现报 43.96 美元，较上次交易日盘后参考价 44.67 美元下跌 1.59%；\nAMD（AMD）现报 483.59 美元，较上次交易日盘后参考价 476.08 美元上涨 1.58%；\n 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17:31","pubTimestamp":1788773460,"startTime":"0","endTime":"0","summary":"市场研究机构集邦咨询周一发布的一份行业报告显示，2026年第二季度，三星电子以营收口径计算占据全球动态随机存取存储器市场39.4%的份额，在全球人工智能热潮下进一步扩大领先优势。报告显示，美国美光科技第二季度全球DRAM市场份额为23.3%，高于上一季度的22.4%；该季度营收环比上涨65.5%，达到360亿美元。集邦咨询表示，受各类存储产品出货量增长推动，全球DRAM市场第二季度总营收达1547.3亿美元，环比提升59.5%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-09-07/doc-iniqyzxx0268867.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["DRAM","DRAL","BK4588","MUD","MUU","EMXC","MIC","MUZ","RAM","DRMY","DRMP","MUYY","BK4585","MUG","RAMZ","MULL","DISK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665318181","title":"長鑫科技：下半年全球DRAM產品供給仍然緊缺","url":"https://stock-news.laohu8.com/highlight/detail?id=2665318181","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665318181?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 16:59","pubTimestamp":1788771571,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["DRAM","BK4588","DRMY","MIC","DRAL","DISK","MUG","RAMZ","MUZ","MUU","MUYY","RAM","MUD","DRMP","MULL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159080474","title":"科技、媒體與電信板塊要聞：市場動態綜述","url":"https://stock-news.laohu8.com/highlight/detail?id=1159080474","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159080474?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 16:25","pubTimestamp":1788769559,"startTime":"0","endTime":"0","summary":"涵盖科技、媒体及电信领域的最新市场快讯。本部分内容仅在道琼斯通讯社于美东时间4:20、12:20和16:50独家发布。0744 GMT - 马来亚银行证券（泰国）分析师Wasu Mattanapotchanar在一份报告中指出，Advanced Info Service近期股价回落叠加其股息收益率，为投资者创造了颇具吸引力的入场时机。该股最新报356.00泰铢，上涨2.9%。这家研究机构称，受人工智能服务器需求旺盛及供应紧张推动价格上涨影响，第二季度全球DRAM营收环比激增59.5%，达到1547亿美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["DISK","LU1634259557.SGD","TTXU","LU1674673428.USD","LU2250418816.HKD","LU2357305700.SGD","00941","LU2054465674.USD","LU0067412154.USD","LU0097036916.USD","CHPX","LU2087625088.SGD","LU1720051108.HKD","LU2089985449.USD","IE0002270589.USD","LU1316542783.SGD","LU2102340556.USD","LU2403377893.USD","LU0964807845.USD","LU2471134523.USD","ASMH","LU0823434740.USD","LU0820561818.USD","LU1152091168.USD","LU0056508442.USD","SG9999002463.SGD","PTF","LU1951186391.HKD","LU2471134952.CNY","IE000M9KFDE8.USD","LU2211815571.USD","CHPS","AIFD","CGGO","LU0164865239.USD","LU0109392836.USD","LU0345774391.USD","SOXQ","PQNT","HK0000288784.HKD","LU0081259029.USD","IE00B1XK9C88.USD","LU2168563687.JPY","HK0000352382.USD","FAI","LU1629891620.HKD","ARTY","FXL","LU2756315318.SGD","FDTX","BK4533","RULE","XNTK","BK4588","LU1497733557.USD","BK4147","LU2360107168.USD","PSI","LU0039217434.USD","LU0061475181.USD","CGIC","LU0149721374.USD","BK1590","LU0642271901.SGD","LU1497733631.SGD","LU1674673691.USD","LU0238689110.USD","IE00BJLML261.HKD","LU0154236417.USD","XLK","LU0943347566.SGD","HK0000286598.CNH","LU0871576103.HKD","LU0792757196.USD","HK0000165453.HKD","LU0109391861.USD","LU1226287875.USD","TRFK","BK1128","LU1323610961.USD","HK0000500386.USD","IE00BK4W5L77.USD","IE00BSNM7G36.USD","LU1226287792.SGD","IE00B19Z3581.USD","BK4512","MUD","MUZ","AIQ","LU2896262040.SGD","LU1226288253.USD","BK4585","BK1516","LU0203345920.USD","FFGX","MULL","BOBP","FTEC","HK0000288743.USD","BK4605","ASMU","IE00BK4W5M84.HKD","JGRO","BK1142","LU0719512351.SGD","LU0880133367.SGD","LU1481107354.HKD","LU2048586759.USD","LU2931357623.SGD","SGXZ51526630.SGD","LU0417517546.SGD","LU1868836914.USD","LU0127658192.USD","ASMG","LU1226287529.USD","BK1536","LU1008478684.HKD","DBEF","ASMZ","LU0787776722.HKD","LU1807302812.USD","LU2168564149.EUR","BK1521","LU0353189763.USD","LU1267930730.SGD","LU0859254822.USD","IE00B5949003.HKD","LU0323591593.USD","LU0096364046.USD","BK4141","LU1868837300.USD","LU2471134879.HKD","LU0256863902.USD","LU2168564495.EUR","HBMX","BK4579","HK0000252152.HKD","IE00BKDWB100.SGD","LU0234570918.USD","SGXZ81514606.USD","HK0000352291.HKD","LU0164880469.USD","LU1914381329.SGD","LU2290526834.HKD","EFA","USXF","LU0274383776.USD","LU2750360997.AUD","MU","VGT","MUG","SHOC","LU0133085943.USD","LU0889566641.SGD","BK1610","LU2756315664.SGD","IE00B19Z3B42.SGD","BK1506","IE0004445239.USD","IE00BD6J9T35.USD","LU2360106780.USD","00265","AIS","BK4527","HK0000252160.HKD","LU1522347837.USD","LU2471134796.USD","LU0531971595.HKD","LU2286300806.USD","LU0889565833.HKD","FENI","BK4566","LU2543165471.USD","LU1861220033.SGD","LU2213496289.HKD","BK1598","LU1366333091.USD","LU1778281490.HKD","LU0082616367.USD","MUU","LU1960683339.HKD","SMH","LU1064130708.USD","MUYY","LU0689472784.USD","WUGI","BK1152","LU1993786604.SGD","LU0345774631.USD","IE0009356076.USD","SGXZ99366536.SGD","ASML","SOXX","LU1734074674.USD","LU0084288322.USD","LU0157215616.USD","LU1803068979.SGD","LU1267930813.SGD","IXN","600941","LU0203347892.USD","CHAT","LU1551013425.SGD","LU2458330243.SGD","SMU002609","BK4554","EFIV","LU0256863811.USD","LU1989764664.SGD","LU0672654240.SGD","LU1861215975.USD","LU2168564065.EUR","03165","EPAI","FTXL","IE0034235303.USD","LEGR","LU2750360641.GBP","IETC","LU1280957306.USD","IE00B7SZLL34.SGD","DRMY","LU2458330169.SGD","BK4575","LU1551013342.USD","GSID","LU0820561909.HKD","EMSF","LU1868836591.USD","LU2148510915.USD","BK4553","LU1226288170.HKD","LU0708995401.HKD","LU1497734951.SGD","SMU00main","LU1868837136.USD","SG9999001424.SGD","DBEU","BAI","LU1548497426.USD","LU2023250330.USD","WLDR","LU1720051017.SGD","LU0353189680.USD","LU2168564222.USD","LU1145028129.USD","LU1634259391.SGD","LU2063271972.USD","LU1064131003.USD","LU0640476718.USD","LU0820562030.AUD","80883","LU1868836757.USD","MIC","BK4532","GB00BDT5M118.USD","LU0823434583.USD","IEFA","IE00BWXC8680.SGD","LU1852331112.SGD","LU2357627491.SGD","LU0210536198.USD","BK1164","EGGY","00136","IFLR","ILOW","LU0320765059.SGD","LU0683600562.USD","BK1589","LU1152091754.HKD","LU1989764748.USD","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665776392","title":"TrendForce：2026 年 Q2 DRAM 產業營收季增 59.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665776392","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665776392?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:16","pubTimestamp":1788765408,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 TrendForce 集邦咨询最新存储器产业研究，2026 年第二季由于 Conventional DRAM（一般型 DRAM）合约价显著上涨，推升整体 DRAM 产业营收季增 59.5%，近 1,547.3 亿美元。随着 LLM 模型训练、AI 推理刺激 AI Server 需求，HBM3e、LPDDR5X 和高容量 RDIMM 出货同步成长，Agentic AI 应用则带动各容量规格的 RDIMM 拉货。供给方面，原厂库存处于谷底、且新增供给优先满足 Server 应用，第二季整体 DRAM 位元出货量小幅成长。 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A股全天变现分化，沪指低位震荡，深成指、创业板指午后强势上扬，整体交投情绪有所下降，截至收盘，沪指涨0.07%，深成指涨1.91%，创业板指涨3.41%。沪深两市成交额约1.95万亿，较上一个交易日缩量约846亿元。板块方面，高宽带内存、光纤概念、存储芯片、光刻机等板块涨幅居前；银行、券商概念、核力发电、黄金概念等板块跌幅居前。中原证券表示，上半年GDP同比增长4.7%，经济基本面韧性较好。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/MTYwMGM1ZDEwYjRjZDY4ZmI3MTk0ZDEyM2Y1MWFkMjMxODA4Mzk0Mzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MTYwMGM1ZDEwYjRjZDY4ZmI3MTk0ZDEyM2Y1MWFkMjMxODA4Mzk0Mzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990942","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":["MUZ","03188","83188","MUYY","MUU","03130","FTXL","MULL","09747","DRAM","82846","HBMX","MUG","MIC","DRAL","MUD","RAM","399001","159982","DISK","02827","DRMP","83130","BK4588","BK1147","07233","02846","RAMZ","DRMY","399300"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665924673","title":"TrendForce：合約價格顯著上漲 二季度DRAM產業營收季增59.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665924673","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665924673?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:07","pubTimestamp":1788764852,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["DRAL","MUD","RAMZ","BK4588","MULL","MUU","MUZ","MUG","MUYY","DISK","DRMY","MIC","DRMP","RAM","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665392466","title":"TrendForce：合約價格顯著上漲 二季度DRAM產業營收季增59.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665392466","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665392466?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:07","pubTimestamp":1788764852,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据TrendForce集邦咨询最新存储器产业研究，2026年第二季由于Conventional DRAM合约价显著上涨，推升整体DRAM产业营收季增59.5%，近1,547.3亿美元。TrendForce集邦咨询表示，Samsung(三星)因率先导入HBM4量产并出货，第二季位元出货量季增幅度居三大原厂之首；且平均销售单价大幅提升，季度营收达609.8亿美元，季增63.4%，以39.4%的市占率排名第一。Winbond营收则季增75.8%，成长至9.98亿美元。PSMC营收计算以其生产的Consumer DRAM产品为主，第二季来到1.15亿美元，季增幅高达167.8%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1492713.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":["DISK","DRMP","DRAM","MUD","DRMY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665392803","title":"機構：2Q26 DRAM產業營收季增59.5%，供給擴張仍不及需求成長","url":"https://stock-news.laohu8.com/highlight/detail?id=2665392803","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665392803?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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14:15","pubTimestamp":1788761702,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，未来资产证券分析师 Kim Young-gun 表示，三星电子面向 AI 应用的 HBM 出货量的扩张，预计将抵消明年通用存储芯片增长放缓的影响。预计三星电子 2027 年 HBM 出货容量和平均售价将分别飙升 57% 和 49%，有望超过通用存储芯片预计的 16% 和 20% 增速。未来资产预计三星的盈利将受到韩元兑美元走强的拖累，但总体仍将保持稳健。该机构将三星 2026 年营业利润预测下调 5.7% 至 370.057 万亿韩元，2027 年下调 4.2% 至 535.682 万亿韩元。 ","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2287997","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","DRAL","MUU","DISK","BK4588","DRMY","HBMX","MUYY","161027","RAMZ","MIC","RAM","MUZ","MUD","DRMP","DRAM","MULL","EMXC","MUG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665919723","title":"ETF異動 | 易方達亞洲半導體ETF(03486)午後漲近4% Astra點燃算力熱潮 DRAM景氣獲重新確認","url":"https://stock-news.laohu8.com/highlight/detail?id=2665919723","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665919723?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 13:44","pubTimestamp":1788759843,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，易方达亚洲半导体ETF午后涨近4%。截至发稿，涨3.95%，报20.24港元，成交额208.93万港元。消息面上，OpenAI正式发布GPT-6 Astra，机构认为AI算力全面迈入“推理主导”的新周期。易方达亚洲半导体覆盖存储、代工、先进封装等亚洲半导体全产业链龙头，第一大成分股为SK海力士。在DRAM景气获重新确认、存储价格增速回落但涨势未止的窗口，该工具是直接参与存储与晶圆制造景气修复的便捷选择。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1492672.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":["DISK","MUD","512480","MUG","MIC","03486","BK4550","MULL","MUU","MUYY","DRAM","RAMZ","DRAL","DRMY","DRMP","RAM","BK4588","FDN","BK4585","MUZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665395407","title":"美光股價預測：MU狂飆突破1,000美元大關，9月能否改寫歷史新高？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665395407","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665395407?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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月能否改写历史新高？","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20260625/MicronMU-0a3b14b7dc6b424c866b98ec3be67a8f.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260625/MicronMU-0a3b14b7dc6b424c866b98ec3be67a8f.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/us-stock/262153282-stock-micron-mu-skhy-sndk-1000-dram-nand-ai-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":["SHOC","BK4585","LU1145028129.USD","LU0082616367.USD","LU2750360997.AUD","LU1803068979.SGD","LU0320765059.SGD","LU2896262040.SGD","LU0323591593.USD","LU1852331112.SGD","SOXQ","LU0417517546.SGD","IE00BK4W5L77.USD","IE0034235303.USD","BOBP","LU1267930730.SGD","LU1674673691.USD","LU1674673428.USD","LU2543165471.USD","IE00BKDWB100.SGD","BK4588","LU2168564149.EUR","LU2357305700.SGD","MULL","TTXU","LU0672654240.SGD","BK4554","LU1868836591.USD","IETC","MIC","LU0859254822.USD","SGXZ99366536.SGD","LU0109391861.USD","BK4141","LU2168564222.USD","LU1861215975.USD","IE0002270589.USD","FXL","FTEC","LU2471134796.USD","LU0109392836.USD","IXN","BK4579","SOXX","XNTK","LU0256863811.USD","HBMX","BK4575","LU2102340556.USD","LU0820561909.HKD","MU","LU0157215616.USD","LU0353189680.USD","LU0719512351.SGD","LU2286300806.USD","LU2471134952.CNY","EFIV","LU0127658192.USD","LU0889565833.HKD","LU0096364046.USD","LU1720051017.SGD","LU0820561818.USD","LU1868836757.USD","LU0964807845.USD","LU2211815571.USD","LU1868837300.USD","LU2168564495.EUR","GB00BDT5M118.USD","LU0081259029.USD","LU0943347566.SGD","SMH","BK4566","LU0820562030.AUD","LU2048586759.USD","IE00B7SZLL34.SGD","LU0640476718.USD","LU1861220033.SGD","BK4543","LU1629891620.HKD","XLK","LU2360106780.USD","LU0256863902.USD","LU1778281490.HKD","LU2471134879.HKD","BK4527","CHAT","LU0708995401.HKD","IE00B19Z3B42.SGD","MUG","FTXL","LU0061475181.USD","LU1989764748.USD","LU2403377893.USD","IE00B5949003.HKD","IE00B1XK9C88.USD","FDTX","LU1548497426.USD","IE00B19Z3581.USD","AIS","SGXZ51526630.SGD","LU0689472784.USD","LU2756315318.SGD","LU1720051108.HKD","LU2458330169.SGD","LU0238689110.USD","LU1323610961.USD","CHPS","LU1914381329.SGD","LU2360107168.USD","LU2357627491.SGD","AIFD","MUU","SG9999001424.SGD","MUZ","LU0203347892.USD","LU2054465674.USD","JGRO","MUYY","LU0792757196.USD","LU1551013425.SGD","LU0203345920.USD","LU1316542783.SGD","BK4533","LU1280957306.USD","LU1366333091.USD","TRFK","LU2213496289.HKD","LU0274383776.USD","LU0353189763.USD","LU0787776722.HKD","USXF","LEGR","CGGO","LU0889566641.SGD","LU2458330243.SGD","FAI","SGXZ81514606.USD","LU2168563687.JPY","LU2931357623.SGD","VGT","IE00BK4W5M84.HKD","LU1551013342.USD","LU0133085943.USD","LU0683600562.USD","LU2087625088.SGD","LU0642271901.SGD","MUD","AIQ","LU1868837136.USD","WLDR","IE0009356076.USD","LU0056508442.USD","BK4605","IE00BSNM7G36.USD","EGGY","LU0210536198.USD","LU0234570918.USD","LU2023250330.USD","CHPX","LU1989764664.SGD","IE00BWXC8680.SGD","LU0154236417.USD","IE00BJLML261.HKD","BK4512","BK4532","LU2250418816.HKD","LU2168564065.EUR","IE000M9KFDE8.USD","LU2290526834.HKD","DRMY","PSI","LU2471134523.USD","EMSF","DISK","LU2750360641.GBP","WUGI","ARTY","LU1868836914.USD","LU1267930813.SGD","PTF","RULE","LU2089985449.USD","BAI","LU2756315664.SGD","BK4553","SMU00main"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665393733","title":"存儲概念股集體反彈 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涨4.97%，兆易创新涨3.14%，伟仕佳杰涨0.39%。消息面上，据CFM闪存市场新近公布数据，2026年二季度全球DRAM市场规模1470.24亿美元，环比增长55.9%，创历史新高。有利的定价环境推动原厂DRAM价格持续走强，整体实现量价齐升，从而带动原厂二季度销售收入环比大幅上涨。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/Y2E2NzVmYjg0MWU1MjU0NDY3MDY2MjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/Y2E2NzVmYjg0MWU1MjU0NDY3MDY2MjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990806","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MUZ","LU0327786744.USD","LU0359201612.USD","LU1328277881.USD","LU1813983027.USD","BK1162","DRMY","DRAM","LU1770034418.SGD","LU1023057109.AUD","DISK","RAM","LU1993786604.SGD","MULL","LU2476274720.SGD","LU0880133367.SGD","BK1163","LU1152091754.HKD","688008","LU0456842615.SGD","LU0828237510.HKD","LU1807302812.USD","LU1997245177.USD","LU0052750758.USD","LU0509642566.USD","DRAL","DRMP","MIC","LU0269904917.USD","MUD","MUU","LU1997245094.SGD","LU2289578879.USD","MUYY","LU0072913022.USD","RAMZ","03986","LU0067412154.USD","MUG","LU0359202008.SGD","00856","LU1251922891.USD","LU1997244956.HKD","06809","LU2778985437.USD","91210","LU1880383440.USD","BK4588","LU0828238088.HKD","LU0501845795.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665393812","title":"高盛：AI存儲芯片需求被低估，韓國股市仍有80%上漲空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2665393812","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665393812?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665639393","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665639393?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:21","pubTimestamp":1788744080,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，台积电、美光等企业加码资本支出扩产，带动半导体厂务工程五强汉唐、亚翔、帆宣、洋基、圣晖合计在手订单已逾 8800 亿元，创新高。台积电日前在半导体展表示，建置中晶圆厂高达 20 座，整体产能建置规模较过去倍数增加，但仍无法满足客户需求。美国关税政策带动美国制造建厂需求。亚翔在手订单金额 4400.73 亿元为最多，董事长姚祖骧指出近四年来在新加坡承接统包案累计金额上看 6000 亿元，后续可望再接新案。汉唐在手订单金额约 1939.37 亿元续创新高，受惠于台积电、美光等大客户持续建厂。帆宣在手订单金额 1351 亿元新高，董事长高新明透露订单能见度至少到 2028 年，客户端在 2029 年、2030 年相关专案已进入规划，帆宣已部署材料、人力及在地施工团队支援客户在台湾、美国亚利桑那、日本及德国同步扩产需求，并投入 CoPoS 等技术发展。圣晖在手订单金额超过 600 亿元，台湾占比 68%，半导体订单占比 63%，上半年税后纯益 29.44 亿元，每股纯益 23.73 元，创同期新高。洋基上半年税后纯益 23.17 亿元，每股纯益 17.46 元，在手订单金额约 517.7 亿元，订单能见度达 2027 年底。 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