美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

Roundhill Memory ETF

80.72

+4.015.23%

盤後：80.45-0.2700-0.33%19:59 EDT

成交量：5,619.16萬

成交額：45.10億

市值：234.38億

市盈率：- -

高：81.34

開：80.68

低：79.07

收：76.71

52周最高：81.34

52周最低：26.14

股本：2.90億

流通股本：2.90億

量比：1.34

換手率：19.35%

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...

總覽公司新聞公告

新股消息 | 力積存儲遞表港交所去年銷售超過1億片存儲芯片

異動解讀 | AI熱潮與估值重估共振，Roundhill Memory ETF夜盤大漲5%

AI熱情主導市場，日韓股市齊創新高，韓股大漲3%，三星電子大漲7.7%

华尔街见闻

高盛也支持「存儲PE估值」，上調海力士、三星和鎧俠「三巨頭」目標價

华尔街见闻

AI盛宴還是最後的狂歡？存儲芯片利潤預期將飆升15倍，但71倍市盈率已逼近金融危機以來最高

三星電子股價創紀錄新高

南方财经网

存儲芯片產業「超級周期」能走多遠

经济参考报

每天起床第一件事是看海力士股價！高盛合夥人感嘆：人們滿腦子都是槓桿，沒有恐懼

华尔街见闻

每天起床第一件事是看海力士股價！高盛合夥人感嘆：人們滿腦子都是槓桿，沒有恐懼

高盛加入「AI瓶頸交易」：MLCC是新存儲，已成AI服務器「第三大成本項」

华尔街见闻

AI軍備競賽下一個爆發點！高盛：電容就是「新內存」

华尔街见闻

4G內存電腦重出江湖，存儲消費降級終於發生了

TrendForce大幅上調存儲市場預測：2027年規模料超1.28萬億美元

华尔街见闻

萬億級狂歡！存儲芯片股「漲瘋了」，散户跑步進場還要繼續衝？

FX168全球投资

美股半導體、存儲芯片、服務器、應用軟件全線爆發，戴爾盤初飆升35%，美光科技升逾4%再創歷史新高！金銀上漲，原油下挫｜美股開盤

每日经济新闻

暴漲50.8%！存儲芯片成「硬核」增長極，廣東前4月經濟數據釋放強信號

21世纪经济报道

韓國KOSPI指數收漲3.55% 報8476.15點

TrendForce：預估2027年全球存儲器產值將擴大至1.28萬億美元

《亞股》韓股、日股及台股各逼近歷史高芯片廠Sumco飆近兩成鴻海、緯穎各漲近一成三星電子升5%

從英特爾、美光、到戴爾！「白宮股神」名不虛傳，「先買再吹」屢試不爽

华尔街见闻

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","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":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","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/hant/stock/DRAM/news?page=12"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"DRAM","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"DRAM\",,,,,undefined,":{"symbol":"DRAM","market":"US","secType":"STK","nameCN":"Roundhill Memory ETF","latestPrice":80.72,"timestamp":1782158400000,"preClose":76.71,"halted":0,"volume":56191611,"hourTrading":{"tag":"盘后","latestPrice":80.45,"preClose":80.72,"latestTime":"19:59 EDT","volume":2161414,"amount":175269761.3387,"timestamp":1782172799985,"change":-0.27,"changeRate":-0.003345,"amplitude":0.024405},"delay":0,"changeRate":0.05227480119932219,"floatShares":290360000,"shares":290360000,"eps":0,"marketStatus":"已收盤","change":4.01,"latestTime":"06-22 16:00:00 EDT","open":80.675,"high":81.34,"low":79.0701,"amount":4509799062.706665,"amplitude":0.029591,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1782201600000},"marketStatusCode":5,"adr":0,"adrRate":0,"exchange":"CBOE","adjPreClose":76.71,"nav":75.25,"aum":21849590000,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":80.63,"preClose":76.71,"latestTime":"09:29 EDT","volume":1749627,"amount":139597681.90797,"timestamp":1782134999999,"change":3.92,"changeRate":0.051102,"amplitude":0.039499},"postHourTrading":{"tag":"盘后","latestPrice":80.45,"preClose":80.72,"latestTime":"19:59 EDT","volume":2161414,"amount":175269761.3387,"timestamp":1782172799985,"change":-0.27,"changeRate":-0.003345,"amplitude":0.024405},"volumeRatio":1.336111,"optionData":{"bulkOrders":[{"symbol":"DRAM","call":false,"expireDate":1789704000000,"strike":"80.0","timestamp":1782156438853,"price":14.07,"volume":3000,"amount":4221000,"type":"-"},{"symbol":"DRAM","call":true,"expireDate":1789704000000,"strike":"80.0","timestamp":1782136889326,"price":14.75,"volume":3000,"amount":4425000,"type":"-"}]},"impliedVol":1.0504,"impliedVolPercentile":0.9434},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"DRAM\",,,,,undefined,":{"symbol":"DRAM","floatShares":290360000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":1.336111,"shares":290360000,"dividePrice":0,"high":81.34,"amplitude":0.029591,"preClose":76.71,"low":79.0701,"week52Low":26.14,"pbRate":"--","week52High":81.34,"institutionHeld":0.0051,"latestPrice":80.72,"eps":0,"divideRate":0,"volume":56191611,"delay":0,"ttmEps":0,"open":80.675,"prevYearClose":27,"prevWeekClose":76.71,"prevMonthClose":63.2,"prevQuarterClose":27,"fiveDayClose":65.01,"twentyDayClose":54.34},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/DRAM\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"DRAM\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"DRAM\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"DRAM\",pageSize:20,pageCount:12,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2640982457","title":"新股消息 | 力積存儲遞表港交所 去年銷售超過1億片存儲芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2640982457","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640982457?lang=zh_tw&edition=fundamental","pubTime":"2026-06-01 10:09","pubTimestamp":1780279784,"startTime":"0","endTime":"0","summary":"于2025年，力积存储销售超过1亿片存储芯片。招股书显示，力积存储是中国一家领先的内存芯片设计公司。根据弗若斯特沙利文的资料，按2025年利基DRAM收入计，力积存储在全球利基DRAM市场的中国公司中排名第五及在中国无晶圆厂公司中排名第四及在全球利基DRAM市场中的所有参与者中排名第12。财务方面，随着近期全球及中国DRAM及AI存算相关行业的增长，公司的产品销量及产生的销售收入均有所增加。","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":"http://www.zhitongcaijing.com/content/detail/1448303.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IPOS","HEXmain","FTXL","BK4588","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161094182","title":"異動解讀 | AI熱潮與估值重估共振，Roundhill Memory ETF夜盤大漲5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161094182","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1161094182?lang=zh_tw&edition=fundamental","pubTime":"2026-06-01 10:07","pubTimestamp":1780279636,"startTime":"0","endTime":"0","summary":"专注于内存芯片行业的Roundhill Memory ETF在今日夜盘交易时段大涨5.00%，表现强劲。消息面上，人工智能热潮持续驱动对存储芯片，尤其是高带宽内存的强劲需求。此外，行业动态显示，AI竞赛日益“以内存为中心”，为确保供应，大型客户正积极抢签长期采购协议，这增强了市场对存储芯片行业盈利能见度和稳定性的预期，共同推动了相关投资标的的价格上涨。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640984764","title":"AI熱情主導市場，日韓股市齊創新高，韓股大漲3%，三星電子大漲7.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2640984764","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640984764?lang=zh_tw&edition=fundamental","pubTime":"2026-06-01 09:33","pubTimestamp":1780277615,"startTime":"0","endTime":"0","summary":"日经225首破67000点，三星电子单日暴涨7.7%创历史新高，软银市值盘中超越丰田，台股同步刷新纪录高位。韩国年内涨幅跻身全球前列，Nasdaq 100期货亦同步上扬。然而油价反弹、美伊谈判僵局暗藏变数，狂欢之下风险犹存。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773537","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":["AGIX","AIPO","DRAM","BK4535","BK4504","CHAT","ARTY","MKOR","EWY","BK4581","VXUS","FLKR","KORU","BK4585","SSNLF","BK4588","BK4543","BK4170","BK4550","WTAI","IEMG","EEMO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640984485","title":"高盛也支持「存儲PE估值」，上調海力士、三星和鎧俠「三巨頭」目標價","url":"https://stock-news.laohu8.com/highlight/detail?id=2640984485","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640984485?lang=zh_tw&edition=fundamental","pubTime":"2026-06-01 09:02","pubTimestamp":1780275726,"startTime":"0","endTime":"0","summary":"高盛认为，AI驱动需求持续性、供给受限及长期供货协议（LTA）三大结构性变化，正推动存储行业向AI基础设施赛道转型。预计供需短缺将延续至2028年。此前大摩和小摩就指出，存储巨头正站在估值范式切换的历史节点上，盈利可预测性比肩台积电，当前7.3倍远期P/E存在历史性修复空间。","market":"us","thumbnail":"https://static.tigerbbs.com/f7a3be457d31e72bd9385adfbcc4dcb8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f7a3be457d31e72bd9385adfbcc4dcb8"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773533","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","07747","EMXC","DRAM"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2640890959","title":"AI盛宴還是最後的狂歡？存儲芯片利潤預期將飆升15倍，但71倍市盈率已逼近金融危機以來最高","url":"https://stock-news.laohu8.com/highlight/detail?id=2640890959","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640890959?lang=zh_tw&edition=fundamental","pubTime":"2026-06-01 08:35","pubTimestamp":1780274105,"startTime":"0","endTime":"0","summary":"本轮行情最引人注目的当属存储芯片领域。由于AI数据中心所需的高带宽芯片需求井喷，导致价格飞涨。贡献最大的两家分别是美光和英伟达。上一轮存储芯片繁荣出现在疫情期间，当时消费者争相购买电子设备。当前存储芯片制造商产生的利润惊人。事实上，美光和闪迪未来12个月的预期市盈率仅约10倍，看起来相当低廉，而费城半导体指数这一估值水平接近27倍。半导体指数市盈率约为71倍，为2008年金融危机以来最高。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1448232.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MUU","FTXL","MU","AIPO","BK4588","MUD","ARTY","DRAM","AGIX","MULL","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640398198","title":"三星電子股價創紀錄新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2640398198","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640398198?lang=zh_tw&edition=fundamental","pubTime":"2026-06-01 08:15","pubTimestamp":1780272900,"startTime":"0","endTime":"0","summary":"三星电子股价创纪录新高","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://finance.eastmoney.com/a/202606013755293327.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":["BK4585","DRAM","WTAI","BK4581","IEMG","BK4588","EEMO","SSNLF","BK4504","BK4170","BK4550","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640986509","title":"存儲芯片產業「超級周期」能走多遠","url":"https://stock-news.laohu8.com/highlight/detail?id=2640986509","media":"经济参考报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640986509?lang=zh_tw&edition=fundamental","pubTime":"2026-06-01 03:29","pubTimestamp":1780255793,"startTime":"0","endTime":"0","summary":"近期，韩国三星电子、美国美光科技公司和韩国SK海力士三家全球领先的内存芯片制造商相继迈过万亿美元市值门槛。业内人士认为，这一现象表明人工智能（AI）热潮从算力芯片向存储芯片扩展，数据存储作为AI系统的基础资源，正成为AI时代的重要支柱产业，但存储芯片产业这轮“超级周期”能走多远，也受到多种因素制约。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606013755261186.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/202606013755261186.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":["FTXL","DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639298853","title":"每天起床第一件事是看海力士股價！高盛合夥人感嘆：人們滿腦子都是槓桿，沒有恐懼","url":"https://stock-news.laohu8.com/highlight/detail?id=2639298853","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639298853?lang=zh_tw&edition=fundamental","pubTime":"2026-05-31 19:58","pubTimestamp":1780228697,"startTime":"0","endTime":"0","summary":"高盛合伙人Mark Wilson警示，市场已进入极度贪婪状态：看涨/看跌比率处于历史极值，杠杆ETF规模大幅攀升，动量策略敞口刷新纪录。多重信号显示格局或临转折：新任美联储主席上任、EPS增速夏季后放缓、伊朗停火协议框架初现。一旦协议落地，油价回落将冲击\"AI+能源\"哑铃策略，欧洲及新兴市场有望成为最大受益方。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773523","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":["BK4504","LU2237443895.HKD","LU0345770308.USD","LU0868494708.USD","LU1894683348.USD","IE00B19Z3B42.SGD","BK4550","IE0004086264.USD","LU0106831901.USD","IE00BSNM7G36.USD","LU1804176565.USD","LU2750360641.GBP","LU1868837136.USD","LU2237443622.USD","BK4533","LU2471134879.HKD","LU1868836591.USD","EMXC","BK4552","BK4127","IE00B19Z3581.USD","LU1868837300.USD","LU1791807156.HKD","LU2237443978.SGD","LU2471134523.USD","LU1894683264.USD","LU1668664300.SGD","LU2471134952.CNY","LU2237438978.USD","LU0048573561.USD","IE0004091025.USD","BK4516","LU0742534661.SGD","LU0868494617.USD","LU0251142724.SGD","IE0002270589.USD","LU0345770993.USD","LU0061475181.USD","DRAM","IE00BFXG1179.USD","LU2237443382.USD","LU2237443465.HKD","GSX","LU2265009873.SGD","LU1868836757.USD","LU0251131958.USD","BK4585","LU0942090050.USD","LU1868836914.USD","LU0096364046.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2639798899","title":"每天起床第一件事是看海力士股價！高盛合夥人感嘆：人們滿腦子都是槓桿，沒有恐懼","url":"https://stock-news.laohu8.com/highlight/detail?id=2639798899","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639798899?lang=zh_tw&edition=fundamental","pubTime":"2026-05-31 19:58","pubTimestamp":1780228680,"startTime":"0","endTime":"0","summary":"　　高盛合伙人Mark Wilson警示，市场已进入极度贪婪状态：看涨/看跌比率处于历史极值，杠杆ETF规模大幅攀升，动量策略敞口刷新纪录。多重信号显示格局或临转折：新任美联储主席上任、EPS增速夏季后放缓、伊朗停火协议框架初现。一旦协议落地，油价回落将冲击“AI+能源”哑铃策略，欧洲及新兴市场有望成为最大受益方。","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://finance.sina.com.cn/roll/2026-05-31/doc-inhzuzxn4621060.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":["LU2471134796.USD","BK4550","IE0002270589.USD","LU2237443978.SGD","LU2471134879.HKD","IE0034235188.USD","LU2750360641.GBP","LU2237443895.HKD","LU0096364046.USD","LU2237438978.USD","LU0251142724.SGD","BK4588","LU2237443382.USD","LU1894683264.USD","IE00B19Z3B42.SGD","BK4585","IE00BFXG1179.USD","LU1868836591.USD","LU0061475181.USD","LU0345770993.USD","LU2237443549.SGD","BK4533","IE0004091025.USD","LU1668664300.SGD","LU1791807156.HKD","LU1868836757.USD","LU0942090050.USD","BK4552","LU0345770308.USD","IE00BSNM7G36.USD","GSX","LU1894683348.USD","LU2471134523.USD","LU0868494617.USD","LU0251131958.USD","LU2471134952.CNY","DRAM","LU1804176565.USD","IE0004086264.USD","EMXC","LU1868836914.USD","LU2237443622.USD","LU2237443465.HKD","BK4504","BK4127","IE00B19Z3581.USD","LU2265009873.SGD","LU2750360997.AUD","LU0868494708.USD","LU0742534661.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1152292998","title":"高盛加入「AI瓶頸交易」：MLCC是新存儲，已成AI服務器「第三大成本項」","url":"https://stock-news.laohu8.com/highlight/detail?id=1152292998","media":"华尔街见闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152292998?lang=zh_tw&edition=fundamental","pubTime":"2026-05-31 17:57","pubTimestamp":1780221458,"startTime":"0","endTime":"0","summary":"高盛认为，由AI驱动的多层陶瓷电容器，将是该行业有史以来规模最大、持续时间最长的一次。近期，高盛在多份研究报告中指出，多层陶瓷电容器已跃升为AI服务器物料清单中，继GPU和内存之后的第三大成本项。多层陶瓷电容器MLCC，从配角到AI服务器\"第三大成本项\"以英伟达最新一代Vera Rubin服务器机架为例，VR200机架的MLCC用量约合4,300美元，较GB300机架的约1,500美元大幅提升。同比来看，上述三项指标分别大幅增长16%、10%和28%。","market":"us","thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773499","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2639360953","title":"AI軍備競賽下一個爆發點！高盛：電容就是「新內存」","url":"https://stock-news.laohu8.com/highlight/detail?id=2639360953","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639360953?lang=zh_tw&edition=fundamental","pubTime":"2026-05-31 07:43","pubTimestamp":1780184591,"startTime":"0","endTime":"0","summary":"高盛表示，多层陶瓷电容器（MLCC）正成为AI基础设施的下一个核心瓶颈。受AI服务器与Rubin机架需求的四倍冲击，高端MLCC交货期已超20周，日系巨头近期纷纷提价。4月日本MLCC出口额同比大增28%，行业迎来量价齐升长周期，龙头企业将释放巨大的盈利弹性。","market":"hk","thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773499","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","AGIX","AIPO","DRAM","CHAT","ARTY"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2639609341","title":"4G內存電腦重出江湖，存儲消費降級終於發生了","url":"https://stock-news.laohu8.com/highlight/detail?id=2639609341","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639609341?lang=zh_tw&edition=fundamental","pubTime":"2026-05-30 19:35","pubTimestamp":1780140900,"startTime":"0","endTime":"0","summary":"　　买电脑要选多大内存的？注意，这里说的是运行内存，不是固态硬盘。如果十年前问这个问题，比较主流的回答是至少8GB，直接上16GB更好。　　但十年前的人肯定想不到，2026年的今天，内存居然变成了某种奢侈品，有品牌在卖8GB版笔记本，甚至还有厂商打算复活4GB内存电脑。　　说白了，这就是存储疯涨带来的极端化案例。各大品牌都在绞尽脑汁地缩小产品的内存容量，试图从日益增加的成本中抠出一点利润，让自己的产品不至于被亏损吞噬。","market":"other","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/roll/2026-05-30/doc-inhzsssm6799161.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","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639560932","title":"TrendForce大幅上調存儲市場預測：2027年規模料超1.28萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2639560932","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639560932?lang=zh_tw&edition=fundamental","pubTime":"2026-05-30 19:31","pubTimestamp":1780140709,"startTime":"0","endTime":"0","summary":"报告指出，AI重心向以推理为核心的Agentic AI转变，驱动HBM、DRAM及高性能SSD需求进入全新量级。在云服务商资本支出提速与晶圆产能受限的叠加影响下，存储行业供给缺口短期内难以弥合，价格上行动能有望一路延续至2027年。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773500","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":["DRAM","BK4551","BK4528","AGIX","AIPO","BK4023","AI","BK4588","CHAT","BK4587","BK4543","ARTY","AIYY","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639960501","title":"萬億級狂歡！存儲芯片股「漲瘋了」，散户跑步進場還要繼續衝？","url":"https://stock-news.laohu8.com/highlight/detail?id=2639960501","media":"FX168全球投资","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639960501?lang=zh_tw&edition=fundamental","pubTime":"2026-05-30 14:21","pubTimestamp":1780122099,"startTime":"0","endTime":"0","summary":"存储芯片股票近期持续狂飙，而这一轮上涨行情正让大量散户投资者赚得盆满钵满。即便相关股票不断刷新历史新高，散户资金依然没有出现明显撤离迹象。尽管存储芯片股目前已逼近历史高位，但摩根大通表示，散户投资者仍在积极追涨。该行指出，美光和闪迪等个股近期持续出现“高强度且持续性的买盘”。自今年2月以来，美光和闪迪一直位居散户最青睐的股票之列。","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/2026/05/30142157271679.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":["DRAM","FTXL","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639678725","title":"美股半導體、存儲芯片、服務器、應用軟件全線爆發，戴爾盤初飆升35%，美光科技升逾4%再創歷史新高！金銀上漲，原油下挫｜美股開盤","url":"https://stock-news.laohu8.com/highlight/detail?id=2639678725","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639678725?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 21:51","pubTimestamp":1780062710,"startTime":"0","endTime":"0","summary":"北京时间5月29日晚，美股三大指数齐涨。截至发稿，道指涨0.37%，纳指涨0.46%；标普500指数涨0.34%。截至发稿（下同），美股科技七巨头涨跌不一，微软涨3.31%，英伟达涨0.75%，苹果涨0.51%，亚马逊涨0.23%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605293754724355.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/202605293754724355.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":["VGT","OILT","DRIP","SSG","FTXN","SOXS","USL","SOXY","XES","CHPS","GUSH","SOXL","DUG","TEKX","XOP","FTXL","XSD","PXE","IEO","PSI","USD","UGA","DBE","DRAM","UCO","CHPY","USO","USOI","SCO","PXJ","SOXX","DELL","DIG","SOXQ","OILK","VDE","ERX","OILU","DBC","SMH","AGQ","OIH","DBO","SMHX","IXC","159582","MU","BNO","WTIU","DRLL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639629675","title":"暴漲50.8%！存儲芯片成「硬核」增長極，廣東前4月經濟數據釋放強信號","url":"https://stock-news.laohu8.com/highlight/detail?id=2639629675","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639629675?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 17:49","pubTimestamp":1780048140,"startTime":"0","endTime":"0","summary":"5月29日，广东省统计局发布1—4月经济数据。今年前4月，全省有力落实落细各项政策措施，经济运行总体平稳。市场销售规模扩大1—4月份，全省社会消费品零售总额同比增长1.4%。按消费类型分，限额以上单位商品零售增长0.1%，限额以上单位餐饮收入增长5.7%。部分升级类消费增势良好，限额以上单位通讯器材类、新能源汽车商品零售额分别增长20.0%、7.6%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-05-29/doc-inhzqimi9418482.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-05-29/doc-inhzqimi9418482.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","FTXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639064416","title":"韓國KOSPI指數收漲3.55% 報8476.15點","url":"https://stock-news.laohu8.com/highlight/detail?id=2639064416","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639064416?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 14:39","pubTimestamp":1780036795,"startTime":"0","endTime":"0","summary":"金吾财讯 | 韩国KOSPI指数今日收涨3.55%，报8476.15点。5月27日，韩国首次允许本土上市单股两倍杠杆及反向ETF。围绕三星电子和SK海力士的16只相关产品正式挂牌，仅上市两天，SK海力士单票ETF便吸引约12亿美元资金流入，三星电子相关产品吸引约8.16亿美元。韩国监管层实际上已经连续发出风险提示。由于韩国股市单日涨跌幅限制为30%，两倍杠杆产品理论上单日最大波动可达到60%。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/YWM4OGFlZWVjMzgwOWEyMjFjMjcxMjc0NzUxMTA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YWM4OGFlZWVjMzgwOWEyMjFjMjcxMjc0NzUxMTA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982550","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":["BK4168","HBM","DRAM","EEMO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639850641","title":"TrendForce：預估2027年全球存儲器產值將擴大至1.28萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2639850641","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639850641?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 13:42","pubTimestamp":1780033344,"startTime":"0","endTime":"0","summary":"TrendForce集邦咨询大幅上调全球存储器产值预估，将2026年产值预计提高至8,893亿美元，2027年则预计由8,427亿美元上修至逾1.28万亿美元，年增率约44%。因此，TrendForce集邦咨询上调2026年DRAM产值至6,187亿美元，年增率达303%；预计2027年产值将进一步成长至9,033亿美元，年增46%。由于需求强劲但供给紧张，NAND Flash价格获得支撑，TrendForce集邦咨询上修2026年全球NAND Flash产值达2,706亿美元，年增高达280.7%，2027年更将进一步扩大至近3,794亿美元，持续取得40.2%的年成长。","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":"http://www.zhitongcaijing.com/content/detail/1447612.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_zhitongcaijing","symbols":["BK4587","BK4585","CHAT","ARTY","BK4551","DRAM","BK4588","BK4528","BK4543","AIYY","AIPO","AGIX","AI","BK4023"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639649735","title":"《亞股》韓股、日股及台股各逼近歷史高  芯片廠Sumco飆近兩成  鴻海、緯穎各漲近一成  三星電子升5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2639649735","media":"AASTOCKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639649735?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 12:52","pubTimestamp":1780030320,"startTime":"0","endTime":"0","summary":"市场憧憬美伊战事结束，且美国4月核心通胀意外回落，隔晚(28日)美股三大指数上升，齐创历史收市高。亚太区主要股市今早普遍上升，韩股、日股及台股各逼近历史高，区内半导体及先进电子设备股炒上。中国内地沪深两市半日偏软，沪综指半日收跌15点或近0.4%，报4,083点；深成指半日收跌157点或1%，报15,704点。港股半日...","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250806145341768_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250806145341768_s.jpg"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1526680&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1526680&catg=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":"aastocks_forex","symbols":["IEMG","BK4543","SMHX","EWY","JPXN","SSNLF","BK4535","BBJP","FLTW","FTXL","CHAT","DXJ","VXUS","SOXL","TEKX","CHPY","BK4170","BK4550","SMH","BK4588","SOXY","DRAM","USD","SOXS","FLKR","WTAI","SOXQ","EWJ","PSI","BK4581","SOXX","TWN","XSD","BK4504","EEMO","MKOR","SSG","EWT","FLJP","CHPS","KORU","DFJ","EWJV","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639645450","title":"從英特爾、美光、到戴爾！「白宮股神」名不虛傳，「先買再吹」屢試不爽","url":"https://stock-news.laohu8.com/highlight/detail?id=2639645450","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639645450?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 12:02","pubTimestamp":1780027320,"startTime":"0","endTime":"0","summary":"英特尔涨200%、美光市值破万亿、戴尔盘后暴涨38%，每一次都与总统持仓或公开表态高度吻合。一季度3711笔交易背后，625笔\"非主动委托\"的时间线丝滑得令人玩味：先买后夸，屡试不爽。市场已开始竞猜下一个被点名的幸运儿。","market":"us","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3773416","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2148611432.USD","LU0127658192.USD","LU2471134523.USD","LU2471134952.CNY","LU0310800965.SGD","BK4579","IE0009356076.USD","LU0496365809.HKD","MULL","LU0267386448.USD","BK4141","IE0002270589.USD","LINT","LU2720916845.USD","VERS","LU0128525689.USD","FFTY","LU1366333091.USD","BK4588","LU2764263039.SGD","LU2458330243.SGD","LU2764263203.CNY","LU1267930227.SGD","DRAM","LU0157215616.USD","INTW","WTAI","LU2054465674.USD","MUD","BK4543","BK4533","LU0274383776.USD","MUU","LU1852331112.SGD","DLLL","CNAV","DELL","LU2250418816.HKD","LU0889566641.SGD","BK4553","LU0203347892.USD","LU1267930813.SGD","LU2360106780.USD","INTC","LU1914381329.SGD","BK4575","BK4554","BK4515","LU0056508442.USD","MU"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":12,"totalSize":400,"code":"91000000","status":"200"}]}}