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Roundhill Memory ETF

81.08

+4.375.69%

成交量：1,294.59萬

成交額：10.45億

市值：235.42億

市盈率：- -

高：81.34

開：80.68

低：79.98

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：12.01

換手率：4.46%

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

伯恩斯坦：鎧俠股價高估五成 NAND閃存價格預計2027年見頂

环球市场播报

供需失衡刺激價格大幅攀升六氟化鎢國產替代或迎窗口期

集邦諮詢：下半年結構性缺貨將帶動NOR Flash、SLC NAND價格持續上漲

三星電子本周將開會討論下半年全球戰略

环球市场播报

TradingKey 每日市場簡報：美股全線上漲，存儲芯片股飆升；SpaceX飆升近20%，原油大跌5%

TradingKey中文

美股上演"三重催化"狂歡夜！存儲芯片集體新高、SpaceX單日暴拉19%、油價重挫近5%

韓國綜指漲近200點，三星電子升逾2%，日經指數升逾200點

每日经济新闻

異動解讀｜Roundhill Memory ETF盤中上漲7.2%，存儲芯片巨頭擴產計劃提振板塊信心

異動解讀 | 存儲芯片行業景氣度飆升，Roundhill Memory ETF盤中大漲8.14%

AI推理如何創造新的內存需求

华尔街见闻

日本WF6斷供危機，韓國Foosung被「白毛股神」欽點為最大贏家

異動解讀｜Roundhill Memory ETF盤前上漲5.04%，存儲芯片行業景氣度持續飆升

異動解讀 | 存儲芯片巨頭擴張計劃提振行業信心，Roundhill Memory ETF盤前大漲5.08%

日經指數升逾2800點，韓國綜指升逾400點，三星電子升逾6%，SK海力士升逾7%

每日经济新闻

異動解讀 | 存儲芯片巨頭擴張計劃提振行業信心，Roundhill Memory ETF夜盤大漲5.37%

國際存儲芯片巨頭，計劃赴美上市

三星電子韓真晚：晶圓代工業務明年難盈利，目標2028年扭虧為盈

存儲芯片需求激增 SK海力士去年新增員工超2000人

环球市场播报

內存已漲價700％！Xbox賣一台虧幾百美刀

存儲芯片，最大贏家

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NAND閃存價格預計2027年見頂","url":"https://stock-news.laohu8.com/highlight/detail?id=2643756153","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643756153?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 18:38","pubTimestamp":1781606280,"startTime":"0","endTime":"0","summary":"伯恩斯坦表示，日本存储芯片厂商铠侠股价估值高出合理水平50%，且NAND闪存价格大概率将于2027年触顶，并重申该股“跑输大盘”评级。\n　　马克·李等分析师周一发布研报称，短期来看股价仍有上涨动能，并将铠侠目标价由17000日元上调至40000日元。\n　　2027年上半年前后，NAND闪存价格或将见顶、企业盈利增速放缓，市场对该股的估值预期届时或将重新修正。\n　　铠侠当前高利润率源于突发的需求暴涨，而NAND闪存行业的市场竞争只会愈发激烈。\n　　分部加总估值模型进一步印证我方观点：该股中长期适宜做空。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","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/2026-06-16/doc-inicrcpr4364949.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":["DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643323447","title":"供需失衡刺激價格大幅攀升 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15:48","pubTimestamp":1781596130,"startTime":"0","endTime":"0","summary":"　　2026年以来，以六氟化钨为代表的电子特气价格大幅攀升，带动相关概念股连续上涨。　　而据测算，受日企断供影响，全球六氟化钨供应缺口将达到约2000吨／年，市场认为海外供应危机有望大幅加速六氟化钨国产替代和出海业务进程。相关高品类电子特气长期由海外龙头垄断的格局或将松动，国产替代在政策、需求、供给等催化下，迎来黄金窗口期。六氟化钨产业景气度有望持续上行，国内产能有望充分受益。","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://sc.stock.cnfol.com/shichangceping/20260616/32281186.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":"zhongjincaijing_highlight","symbols":["FTXL","DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2643739548","title":"集邦諮詢：下半年結構性缺貨將帶動NOR Flash、SLC NAND價格持續上漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2643739548","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643739548?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 14:10","pubTimestamp":1781590241,"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，由于存储器大厂的产能规划持续倾向HBM、高层数3D NAND等高附加价值产品，挤压NOR Flash、SLC NAND依赖的成熟制程产能，然而因需求稳定，已推动2026上半年NOR Flash、SLC NAND累积合约价涨幅分别突破100%。其中，高容量NOR Flash有车用电子与边缘AI需求支撑，预计下半年价格仍有60-65%以上的调涨空间。而中低容量NOR Flash则可能受供应商产能逐步释放影响，价格涨势趋缓，部分产品甚至进入高档盘整阶段。","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/1454857.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":["DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643736860","title":"三星電子本周將開會討論下半年全球戰略","url":"https://stock-news.laohu8.com/highlight/detail?id=2643736860","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643736860?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 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单日飙升近20%，延续了其自上周五IPO以来的强劲表现。","market":"fut","thumbnail":"https://resource.tradingkey.com/uploads/20260120/TradingKey_-CH--25bf5f9fb3d24dd29909a0edcd3666c4.png","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260120/TradingKey_-CH--25bf5f9fb3d24dd29909a0edcd3666c4.png"],"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/261968817-spcx-wdc-sndk-qcom-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":["DDG","SPCH","SPCU","LOFF","UCO","OILU","SPCF","IEO","DXYZ","UGA","SPAL","SNK","SPCX","XES","BNO","USO","DRLL","USOI","OIH","GUSH","DBE","XOP","QMmain","UFO","DRIP","IXC","DIG","VDE","MCLmain","OILT","DWT","USE","FTXN","ERX","DUG","DRAM","USL","WTIU","XOVR","SCO","DBO","DBC","BZmain","PXE","PXJ","CLmain","SPCQ","OILK","FTXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643921782","title":"美股上演\"三重催化\"狂歡夜！存儲芯片集體新高、SpaceX單日暴拉19%、油價重挫近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2643921782","media":"金融界","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643921782?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 08:36","pubTimestamp":1781570170,"startTime":"0","endTime":"0","summary":"费城半导体指数涨5.45%，存储芯片集体新高截至收盘，道琼斯工业指数上涨0.92%，报51671.03点，创下历史收盘新高；标普500指数上涨1.65%，报7554.29点；纳斯达克指数上涨3.07%，报26683.94点，单日上涨近800点。费城半导体指数单日上涨5.45%，刷新历史最高纪录。SpaceX大涨19.60%，市值超2.5万亿美元刚登陆资本市场的SpaceX同样赚足眼球。IPO第二个交易日，SpaceX股价大涨19.60%，报192.50美元，总市值攀升至2.52万亿美元，单日市值增加约4120亿美元。","market":"us","thumbnail":"https://imgcloud.jrjimg.cn/2026/06/20260616083502632.jpg","type":0,"news_type":0,"thumbnails":["https://imgcloud.jrjimg.cn/2026/06/20260616083502632.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/06/16083657476217.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":"jinrongjie_highlight","symbols":["DRAM","PXE","DBC","DBE","IEO","FTXN","DRLL","SNK","SPCH","WTIU","LOFF","SSPC","XES","OILU","SPCU","USE","BK4588","BK4585","USOI","SPCQ","BK4089","IXC","OIH","BK4570","FTXL","DUG","USL","UGA","GUSH","ERX","SPCX","SPAX","DXYZ","BWET","VDE","SPCF","OILK","DBO","PXJ","UFO","SPAL","XOVR","BNO","DIG","SPCG","BK4615","OILT","DRIP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643782130","title":"韓國綜指漲近200點，三星電子升逾2%，日經指數升逾200點","url":"https://stock-news.laohu8.com/highlight/detail?id=2643782130","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643782130?lang=zh_tw&edition=fundamental","pubTime":"2026-06-16 08:30","pubTimestamp":1781569853,"startTime":"0","endTime":"0","summary":"6月16日，日韩股市集体高开。截至发稿，韩国KOSPI综指涨超2%，三星电子涨超2%，SK海力士涨超4%，日经225指数涨0.32%。隔夜美股三大指数集体收涨，纳指涨3.07%，道指涨0.92%，标普500指数涨1.66%。芯片股走高，费城半导体指数涨4.45%，西部数据涨超16%创1月份以来最佳单日表现以及收盘历史新高，美光科技涨超10%，希捷科技涨超9%，ARM涨超8%，AMD、闪迪涨超6%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8tzrDBxMsbc","rn_cache_url":null,"customStyle":"","selectors":"article, 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ETF盘中上涨7.2%，报69.275美元/股，成交额6.69亿美元。消息面上，全球存储芯片巨头SK海力士宣布重大产能扩张计划，拟到2034年将芯片晶圆产能提高至目前的三倍，未来5年内产能翻一番，以满足人工智能发展对先进存储芯片的旺盛需求。此外，英伟达CEO黄仁勋此前公开表示SK海力士此前的产能翻倍计划仍然不够，敦促进一步扩产。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9ff52ddc656929be8511dd922162a692","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":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161009695","title":"異動解讀 | 存儲芯片行業景氣度飆升，Roundhill Memory ETF盤中大漲8.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161009695","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1161009695?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 21:43","pubTimestamp":1781531032,"startTime":"0","endTime":"0","summary":"Roundhill Memory ETF今日盘中大涨8.14%，引起了市场的广泛关注。消息面上，存储芯片行业近期迎来多重利好。这些因素共同提振了市场对整个存储芯片板块的信心，从而推动了追踪该行业的ETF价格大幅上涨。SK海力士的产能扩张和资本运作计划，以及行业整体的高景气度，反映了市场对AI驱动下存储芯片长期需求的乐观预期，这被认为是Roundhill Memory ETF盘中表现强劲的主要原因。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9ff52ddc656929be8511dd922162a692","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":"2643035982","title":"AI推理如何創造新的內存需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2643035982","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643035982?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 20:05","pubTimestamp":1781525109,"startTime":"0","endTime":"0","summary":"随着单次推理输出Token量年增超5倍，KV缓存需求爆发，推动英伟达Dynamo、CMX等缓存卸载方案落地，并催生SSD POD新市场。与此同时，智能体AI兴起推动CPU与GPU负载比例向1:1靠拢，带动LPDRAM需求扩张。HBM之外，企业级SSD、LPDRAM及DPU配套存储正成为AI基础设施的新增长极。","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/3774698","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":["CHAT","BK4588","AIPO","AGIX","ARTY","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643201511","title":"日本WF6斷供危機，韓國Foosung被「白毛股神」欽點為最大贏家","url":"https://stock-news.laohu8.com/highlight/detail?id=2643201511","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643201511?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 17:50","pubTimestamp":1781517034,"startTime":"0","endTime":"0","summary":"韩国补位窗口由地缘政治撑起，非由技术壁垒决定。日本占全球 25% 的 WF6产能进入停产倒计时，三星与海力士被迫连夜寻找替代供应。社交平台 X 上“白毛股神” Serenity 点名 Foosung 为“大赢家”，但补位游戏的内生风险同样清晰，韩国厂商造气所需的钨粉自己也靠进口。日本厂商已建议韩国客户转向本土替代 SK Specialty 与 Foosung。日本占全球 WF6 供应约 25% 的份额。","market":"us","thumbnail":"https://images.bitpush.news/2026/06/special_cn-20260615-178151756993169528.jpg:cover_7649727-200x140.jpg","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/06/special_cn-20260615-178151756993169528.jpg:cover_7649727-200x140.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7649727","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":"bit_push_news","symbols":["HF","BK4585","DRAM","EMXC","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115520307","title":"異動解讀｜Roundhill Memory ETF盤前上漲5.04%，存儲芯片行業景氣度持續飆升","url":"https://stock-news.laohu8.com/highlight/detail?id=1115520307","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115520307?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 16:42","pubTimestamp":1781512953,"startTime":"0","endTime":"0","summary":"6月15日，Roundhill Memory ETF盘前上涨5.04%，报68.88美元/股，成交额699.49万美元。消息面上，全球存储芯片行业景气度持续高涨。据机构数据，一季度全球DRAM与NAND Flash市场规模合计达1371.4亿美元，同比增长245%，再创历史季度新高。DDR5大宗交易价格半年内涨至3.5倍，三大DRAM厂商优先供应高利润HBM，普通DRAM产能收缩推动价格持续飙升。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9ff52ddc656929be8511dd922162a692","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":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135855353","title":"異動解讀 | 存儲芯片巨頭擴張計劃提振行業信心，Roundhill Memory ETF盤前大漲5.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135855353","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135855353?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 16:13","pubTimestamp":1781511209,"startTime":"0","endTime":"0","summary":"Roundhill Memory ETF今日盘前股价大涨5.08%，引起了市场的广泛关注。消息面上，国际存储芯片巨头SK海力士宣布了积极的产能扩张计划，计划到2034年将芯片晶圆产能提高到目前的三倍，以满足人工智能发展带来的旺盛需求。SK海力士作为全球领先的存储芯片制造商，其产能扩张和资本运作计划反映了行业对AI驱动需求的长期乐观预期，这可能是Roundhill Memory ETF盘前表现强劲的主要原因。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9ff52ddc656929be8511dd922162a692","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":"2643411223","title":"日經指數升逾2800點，韓國綜指升逾400點，三星電子升逾6%，SK海力士升逾7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2643411223","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643411223?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 08:24","pubTimestamp":1781483082,"startTime":"0","endTime":"0","summary":"截至发稿，韩国KOSPI综指涨超5%，三星电子涨超6%，SK海力士涨超7%。日经225指数涨超4%，创历史新高，东京电子涨超9%。消息面上，美国总统特朗普14日在社交媒体发文说，美伊协议“现在完成”，将开放霍尔木兹海峡。特朗普称，他正式批准开放霍尔木兹海峡，无需缴纳通行费，同时下令立即解除美国海军对伊朗港口的海上封锁。6月15日，伊朗最高国家安全委员会表示，伊美两国谅解备忘录的最终文本已敲定。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8tyARr4F92N","rn_cache_url":null,"customStyle":"","selectors":"article, 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08:04","pubTimestamp":1781481885,"startTime":"0","endTime":"0","summary":"Roundhill Memory ETF今日夜盘大涨5.37%，引起了市场的关注。这些举措被视为对存储芯片行业的重大利好，提振了市场对整个板块的信心，从而推动了追踪该行业的ETF价格上涨。SK海力士作为全球领先的存储芯片制造商，其产能扩张和资本运作计划反映了行业对AI驱动需求的长期乐观预期，这可能是Roundhill Memory ETF夜盘表现强劲的主要原因。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9ff52ddc656929be8511dd922162a692","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":"2643622891","title":"國際存儲芯片巨頭，計劃赴美上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2643622891","media":"央视财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643622891?lang=zh_tw&edition=fundamental","pubTime":"2026-06-15 07:16","pubTimestamp":1781479015,"startTime":"0","endTime":"0","summary":"AI存储芯片需求持续走热之际，韩国SK集团同步加码产能扩张与资本布局。韩国SK集团会长崔泰源本周透露，旗下存储芯片子公司SK海力士，计划到2034年将芯片晶圆产能提高到目前的三倍，以满足人工智能发展带来的旺盛需求。虽然他对AI需求和相关投资充满信心，但他也承认，股市波动可能会持续一段时间。SK海力士的股价近期波动剧烈，当地时间10日重挫约7.5%，但其股价前一天暴涨超过15%。另外，SK海力士已经确认，计划年内发行美国存托凭证（ADR），以此赴美上市。分析认为，公司希望借着AI的东风，拓宽投资者基础。","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.ifeng.com/c/8ty5NSkbsg5","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":"fenghuang_stock","symbols":["FTXL","IPOS","DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643465052","title":"三星電子韓真晚：晶圓代工業務明年難盈利，目標2028年扭虧為盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2643465052","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643465052?lang=zh_tw&edition=fundamental","pubTime":"2026-06-14 15:41","pubTimestamp":1781422888,"startTime":"0","endTime":"0","summary":"IT之家 6 月 14 日消息，据韩国先驱报当地时间 6 月 12 日报道，三星电子 DS 部门晶圆代工业务负责人韩真晚 表示，公司的晶圆代工业务明年不太可能扭亏为盈，因此将 2028 年作为实现业绩反转的目标显得更为现实。行业消息人士透露，韩真晚在一场线上线下同步进行的管理简报会上向员工表示，“明年想实现晶圆代工业务的盈利，目前看来并非易事。”在谈到员工薪酬时，韩真晚表示，恢复业务竞争力是当务之急。","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://tech.ifeng.com/c/8tx3RWxKc8Y","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":"fenghuang_stock","symbols":["BK4170","BK4504","EDZ","IEMG","BK4585","WTAI","BK4543","EEMO","SSNLF","DRAM","BK4581","BK4550","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643468692","title":"存儲芯片需求激增 SK海力士去年新增員工超2000人","url":"https://stock-news.laohu8.com/highlight/detail?id=2643468692","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643468692?lang=zh_tw&edition=fundamental","pubTime":"2026-06-14 15:40","pubTimestamp":1781422824,"startTime":"0","endTime":"0","summary":"业内消息人士周日透露，受全球人工智能热潮推动，存储芯片需求激增，SK海力士去年新增员工超2000人。\n　　在韩国整体就业市场放缓的大背景下，此次扩招尤为引人注目。\n　　数据显示，截至2025年底，SK海力士员工总数达34549人，较上年增加2159人。\n　　同期，三星电子旗下负责芯片业务的设备解决方案部门员工数量为78064人，较上年的78699人略有减少。\n　　截至去年年底，两家科技巨头的芯片相关从业人员总计112613人，同比增加1554人。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","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":"https://finance.sina.com.cn/stock/usstock/c/2026-06-14/doc-inickett0724877.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_us","symbols":["BK4588","FTXL","EDZ","EEMO","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643380245","title":"內存已漲價700％！Xbox賣一台虧幾百美刀","url":"https://stock-news.laohu8.com/highlight/detail?id=2643380245","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643380245?lang=zh_tw&edition=fundamental","pubTime":"2026-06-14 12:07","pubTimestamp":1781410038,"startTime":"0","endTime":"0","summary":"有说法称，微软如今每卖一台Xbox游戏机，就会亏掉几百美元。事实上，Xbox游戏机本身一直不怎么赚钱，但之前也就每台赔个几十美元，而今随着内存成本持续飙升，财大气粗如微软夜扛不住了。受此影响，微软正在考虑如何处置Xbox业务，比如拆分重组为独立子公司，或者引入外部合作伙伴联合投资，但一切都尚未盖棺定论。当然，无论如何，微软并不准备卖掉Xbox业务，拆分为子公司也依然完全属于微软，而如果对外合资的话，未来想卖掉也更容易。","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://tech.ifeng.com/c/8twoLgm5z52","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":"fenghuang_stock","symbols":["BK4588","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643432332","title":"存儲芯片，最大贏家","url":"https://stock-news.laohu8.com/highlight/detail?id=2643432332","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643432332?lang=zh_tw&edition=fundamental","pubTime":"2026-06-14 11:35","pubTimestamp":1781408100,"startTime":"0","endTime":"0","summary":"　　人工智能的爆炸式增长正在改变半导体行业，而这一点在存储器领域尤为明显。人工智能的训练和推理工作负载本质上是内存密集型的，这推动了对先进DRAM架构、高带宽内存和企业级NAND闪存的空前需求。尽管NVIDIA的GPU占据了新闻头条，但事实上，如果没有大量高性能内存与计算架构紧密集成，人工智能加速器就无法高效运行。因此，存储器供应商正在成为人工智能热潮的最大长期受益者之一。","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/wm/2026-06-14/doc-iniciymz5861766.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":["FTXL","DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":4,"totalSize":400,"code":"91000000","status":"200"}]}}