美股詳情

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

Tuttle Capital Memory Stack Income Blast ETF

16.30

+0.20231.26%

盤後：16.300.00000.00%16:14 EDT

成交量：3,366

成交額：5.52萬

市值：472.74萬

市盈率：- -

高：16.68

開：16.31

低：16.30

收：16.10

52周最高：34.00

52周最低：16.20

股本：29.00萬

流通股本：29.00萬

量比：0.50

換手率：1.16%

股息：2.53

股息率：15.52%

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

美股存儲芯片股盤前上揚，SK海力士升逾4%

每日经济新闻

存儲芯片概念震盪反彈德明利逼近漲停

DRAM業務韌性超預期！大摩看好應用材料(AMAT.US)長期增長潛力維持563美元目標價

DRAM業務韌性超預期！大摩看好應用材料(AMAT.US)長期增長潛力維持563美元目標價

宏昌電子(603002.SH)：擬投資約2.7億元建設先進封裝膜材(GBF)項目

宏昌電子：擬投建先進封裝膜材項目

存儲股，彆着急抄底

美光股價反彈之際，桃園工會計劃罷工！AI存儲芯片交付迎來考驗

上半年業績翻10倍、下半年巨資回購！這些公司的「底氣」從哪來

華安證券總經理趙萬利：存儲芯片是數字經濟時代的「糧食」

AI支出悖論下的閃迪(SNDK.US)：信貸收緊壓估值，推理需求託底NAND，NBM能否熨平存儲周期？

存儲股腰斬後市盈率僅 2 倍：美銀(BAC.US)斷言周期未終結

TradingKey 每日市場簡報：美股反彈，納指漲1.11%，存儲芯片股走強，閃迪大漲5.5%

TradingKey中文

24小時環球政經要聞全覽 | 10月20日

深夜全線暴拉美股存儲芯片股集體沸騰

大河财立方

A股盤前速覽：美股存儲芯片板塊盤初飆漲；油價下挫；天元重工申購；大中礦業獨董魏遠被查；證監會嚴打違規減持；星巴克回應「消費入座」

美股異動 | 存儲芯片概念股普漲閃迪(SNDK.US)漲逾5%

美股異動 | 存儲芯片概念股普漲閃迪(SNDK.US)漲逾5%

【美股盤前】特朗普放寬俄羅斯制裁，油價下跌，英特爾升逾4%，美光、閃迪領升存儲芯片股

TradingKey中文

【美股盤前】SpaceX升逾1%，馬斯克稱明年向美國每名兒童贈送一股SpaceX股票；AI芯片、存儲芯片、光通信股集體上漲，SK海力士升逾4%；英偉達推動HBM標準化，三星據悉將首次與台積電合作生產基礎芯片

每日经济新闻

{"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.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hant/stock/DRMP/news?page=2"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"DRMP","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"DRMP\",,,,,undefined,":{"symbol":"DRMP","market":"US","secType":"STK","nameCN":"Tuttle Capital Memory Stack Income Blast ETF","latestPrice":16.3013,"timestamp":1792785600000,"preClose":16.099,"halted":0,"volume":3366,"hourTrading":{"tag":"盘后","latestPrice":16.3013,"preClose":16.3013,"latestTime":"16:14 EDT","volume":3,"amount":48.9126,"timestamp":1792786484386,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":0.012565997888067646,"floatShares":290000,"shares":290000,"eps":0,"marketStatus":"休市中","change":0.2023,"latestTime":"10-23 16:00:00 EDT","open":16.31,"high":16.68,"low":16.3013,"amount":55152,"amplitude":0.023523,"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":1793001600000},"marketStatusCode":7,"adr":0,"listingDate":1781150400000,"exchange":"CBOE","adjPreClose":16.099,"nav":16.19,"aum":5147500,"dividendRate":0.155221,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":16.3013,"preClose":16.3013,"latestTime":"16:14 EDT","volume":3,"amount":48.9126,"timestamp":1792786484386,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.5040733280591929,"impliedVol":0.5159,"impliedVolPercentile":0.5577},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"DRMP\",,,,,undefined,":{"symbol":"DRMP","floatShares":290000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.5040733280591929,"shares":290000,"dividePrice":2.5303,"high":16.68,"amplitude":0.023523,"preClose":16.099,"low":16.3013,"week52Low":16.199,"pbRate":"--","week52High":34,"institutionHeld":0,"latestPrice":16.3013,"eps":0,"divideRate":0.155221,"volume":3366,"delay":0,"ttmEps":0,"open":16.31,"prevYearClose":25.84,"prevWeekClose":16.9264,"prevMonthClose":22.6147,"prevQuarterClose":22.6147,"fiveDayClose":16.9264,"twentyDayClose":22.56,"sixtyDayClose":20.83},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/DRMP\",params:#limit:5,,,undefined,":[{"date":"2026-10-23","symbol":"DRMP","amount":0.1,"announcedDate":"2026-10-22","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-10-23","defaultRemindTime":1792762200000,"name":"Tuttle Capital Memory Stack Income Blast ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-10-26","payableDate":"2026-10-23","currency":"USD","dateTimestamp":1792728000000,"payDate":"2026-10-26"},{"date":"2026-10-16","symbol":"DRMP","amount":0.1,"announcedDate":"2026-10-15","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-10-16","defaultRemindTime":1792157400000,"name":"Tuttle Capital Memory Stack Income Blast ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-10-19","payableDate":"2026-10-16","currency":"USD","dateTimestamp":1792123200000,"payDate":"2026-10-19"},{"date":"2026-10-09","symbol":"DRMP","amount":0.13,"announcedDate":"2026-10-08","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-10-09","defaultRemindTime":1791552600000,"name":"Tuttle Capital Memory Stack Income Blast ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-10-13","payableDate":"2026-10-09","currency":"USD","dateTimestamp":1791518400000,"payDate":"2026-10-13"},{"date":"2026-10-02","symbol":"DRMP","amount":0.13,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-10-02","defaultRemindTime":1790947800000,"name":"Tuttle Capital Memory Stack Income Blast ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-10-05","payableDate":"2026-10-02","currency":"USD","dateTimestamp":1790913600000,"payDate":"2026-10-05"},{"date":"2026-09-25","symbol":"DRMP","amount":0.13,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-09-25","defaultRemindTime":1790343000000,"name":"Tuttle Capital Memory Stack Income Blast ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-09-28","payableDate":"2026-09-25","currency":"USD","dateTimestamp":1790308800000,"payDate":"2026-09-28"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"DRMP\",market:\"US\",,,undefined,":[{"executeDate":"2026-06-18","recordDate":"2026-06-18","paymentDate":"2026-06-22","value":0.2,"currency":"USD"},{"executeDate":"2026-06-26","recordDate":"2026-06-26","paymentDate":"2026-06-29","value":0.2,"currency":"USD"},{"executeDate":"2026-07-02","recordDate":"2026-07-02","paymentDate":"2026-07-06","value":0.2,"currency":"USD"},{"executeDate":"2026-07-10","recordDate":"2026-07-10","paymentDate":"2026-07-13","value":0.2,"currency":"USD"},{"executeDate":"2026-07-17","recordDate":"2026-07-17","paymentDate":"2026-07-20","value":0.16,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"DRMP\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"DRMP\",pageSize:20,pageCount:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2677662964","title":"美股存儲芯片股盤前上揚，SK海力士升逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2677662964","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2677662964?lang=zh_tw&edition=fundamental","pubTime":"2026-10-21 16:15","pubTimestamp":1792570512,"startTime":"0","endTime":"0","summary":"美股存储芯片股盘前上扬，SK海力士涨超4%","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610213902654983.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/202610213902654983.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":["SKHX","SKHN","09747","FTXL","07709","MIC","LU0823413660.USD","RAM","EDZ","RAMZ","SKHA","BK4588","DISK","LU0823397285.USD","DRMY","MULL","SK","DRMP","SKHYV","SKHY","SKHZ","MUD","LU0823413587.USD","DRAM","03516","LU1956131251.USD","SKDD","MUZ","SKHQ","SKUU","HYNX","EEMO","DRAL","SKHU","MUU","HBMX","MUG","LU0823397103.USD","MUYY","BK4141","SKHL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677642791","title":"存儲芯片概念震盪反彈 德明利逼近漲停","url":"https://stock-news.laohu8.com/highlight/detail?id=2677642791","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2677642791?lang=zh_tw&edition=fundamental","pubTime":"2026-10-21 13:31","pubTimestamp":1792560679,"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":["MIC","DISK","DRAM","DRMY","MUD","MUG","BK4588","MULL","DRAL","DRMP","MUU","MUYY","MUZ","RAM","HBMX","RAMZ","FTXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676769298","title":"DRAM業務韌性超預期！大摩看好應用材料(AMAT.US)長期增長潛力 維持563美元目標價","url":"https://stock-news.laohu8.com/highlight/detail?id=2676769298","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676769298?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 22:35","pubTimestamp":1792506912,"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":["MUYY","LU0528227936.USD","KBWB","LU1162221912.USD","LU2347655156.SGD","LU0390134368.USD","LU1791710582.SGD","LU0053666078.USD","LU0912757837.SGD","LU1244550577.SGD","DRMP","LU0158827781.USD","LU0971096721.USD","LU0006306889.USD","LU2023251221.USD","BK4585","LU1791710400.SGD","LU2089284900.SGD","LU0267386448.USD","LU0234570918.USD","RAM","LU2357305700.SGD","LU1244550221.USD","MULL","DISK","IE00BKVL7J92.USD","LU2133065610.SGD","DRAL","LU1720051108.HKD","LU1732800096.USD","LU2264538146.SGD","LU0557290698.USD","LU2271345857.HKD","MIC","MUG","IE00B3S45H60.SGD","MUU","UDN","UUP","DRMY","LU0158827948.USD","LU0098860793.USD","RAMZ","DRAM","IAI","MUD","MUZ","BK4127","LU0106261372.USD","LU1064131342.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676674692","title":"DRAM業務韌性超預期！大摩看好應用材料(AMAT.US)長期增長潛力 維持563美元目標價","url":"https://stock-news.laohu8.com/highlight/detail?id=2676674692","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676674692?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 22:35","pubTimestamp":1792506912,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根士丹利在参加应用材料近期举行的投资者早餐会及EPIC研发中心开放活动后表示，对该公司的长期发展战略及竞争地位更具信心。在盈利预测方面，摩根士丹利预计，应用材料2026财年营收将达到343.11亿美元，2027财年进一步增长至483.24亿美元，2028财年达到574.24亿美元。对于应用材料本身，摩根士丹利维持563美元目标价，相当于其2028自然年预期每股收益25.61美元的约22倍市盈率，较公司自2020年以来约20倍的周期平均估值存在约10%的溢价。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1509797.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":["DRMP","UDN","DRAM","MUD","DISK","DRMY","UUP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676664281","title":"宏昌電子(603002.SH)：擬投資約2.7億元建設先進封裝膜材(GBF)項目","url":"https://stock-news.laohu8.com/highlight/detail?id=2676664281","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676664281?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 18:16","pubTimestamp":1792491393,"startTime":"0","endTime":"0","summary":"智通财经APP讯，宏昌电子(603002.SH)发布公告，公司与珠海经济技术开发区管理委员会签署《项目投资协议》，投资建设“先进封装膜材(GBF)项目”新建项目，项目投资金额约2.7亿元，其中固定资产投资约2.2亿元，项目实施主体为珠海宏昌电子材料有限公司，系公司全资子公司。项目建设期24个月。本投资项目后续如果成功实施，公司先进封装膜材(GBF)将实现规模化供应，能够有效提高高附加值新材料业务占比，对公司后续发展产生积极影响。","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/1509544.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":["BK4147","HBMX","AMKL","TCAI","AMKX","BESIY","603002","DRMP","BK0214","GBF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676696896","title":"宏昌電子：擬投建先進封裝膜材項目","url":"https://stock-news.laohu8.com/highlight/detail?id=2676696896","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676696896?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 17:24","pubTimestamp":1792488290,"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":["DRMP","AMKX","BESIY","BK4147","HBMX","TCAI","AMKL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676480669","title":"存儲股，彆着急抄底","url":"https://stock-news.laohu8.com/highlight/detail?id=2676480669","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676480669?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 17:15","pubTimestamp":1792487700,"startTime":"0","endTime":"0","summary":"以10月1日收盘价为基准，截至10月15日收盘，三星电子、SK海力士分别累计下跌约24%、31%，美光同期累计下跌约15%。股价回撤、利润丰厚、长约在手，看起来具备了抄底的理由。股价比之前低了，并不意味着已经足够便宜。现在存储股的估值，可谓是两头承压。按TrendForce的收入统计口径，2026年第二季度三星、SK海力士、美光的份额分别为39.4%、24.9%、23.3%，合计87.6%。而存储股对高利率可能更为敏感。","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://finance.sina.com.cn/stock/marketresearch/2026-10-20/doc-inivwitp6507617.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":["DISK","DRAM","DCF","DRAL","MIC","RAMZ","DRMY","MUD","MUU","MUG","BK4588","RAM","DRMP","MULL","MUZ","SPHQ","BK4585","MUYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676665475","title":"美光股價反彈之際，桃園工會計劃罷工！AI存儲芯片交付迎來考驗","url":"https://stock-news.laohu8.com/highlight/detail?id=2676665475","media":"智通财经","labels":["EditorSelect"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676665475?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 17:10","pubTimestamp":1792487409,"startTime":"0","endTime":"0","summary":"据了解，此次罢工使美光一个最重要存储芯片制造基地的劳资争议进一步升温。美光桃园工会计划于10月22日周四发动罢工，声援仍在与公司谈判的台中工会，并要求管理层提出具体的利润分享方案。目前，台中工会尚未进行罢工表决，桃园工会也未公布行动持续时间，尚无依据认定相关产线将全面停产。10月20日美股盘前交易中，美光股价则下跌约2%。美光与桃园工会之间的调解于9月结束，双方未达成协议。","market":"sh","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":"92a7f5f4aa264c2793397c9dc1d602d4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1509408.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"EditorSelect","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["TRFK","DRAM","LEGR","MU","MUD","FDTX","PTF","BAI","EMSF","EGGY","FTXL","HBMX","MUU","XLK","AIS","09747","DISK","CHAT","DRMP","PSI","VGT","AGIX","CGGO","AIPO","XNTK","SOXQ","AIQ","EFIV","SOXX","BOBP","SHOC","DRMY","CHPS","RAM","CHPX","FAI","FXL","MULL","TTXU","ARTY","WLDR","RULE","IETC","IXN","QTOC","JGRO","USXF","WUGI","VTHR","FTEC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676650486","title":"上半年業績翻10倍、下半年巨資回購！這些公司的「底氣」從哪來","url":"https://stock-news.laohu8.com/highlight/detail?id=2676650486","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676650486?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 16:49","pubTimestamp":1792486148,"startTime":"0","endTime":"0","summary":"自二季度以来，存储芯片板块回购力度加强。个股方面，兆易创新、江波龙、澜起科技、佰维存储等公司回购规模居前。截至10月9日，板块成分股中已有7家公司实施或完成回购，回购总金额同比增长418.72%。　　据统计，注销式回购对每股收益有一定理论增厚，但幅度有限。护盘式回购有助于短期稳定预期。美光科技管理层预计，2027财年和2028财年的内存及存","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202610/20/20261020280353.jpeg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202610/20/20261020280353.jpeg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/shichangjuejin/20261020/32402349.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":["159982","91210","LU0164939612.USD","09747","03986","HBMX","MUZ","RAMZ","MUD","MIC","82823","LU0620787316.HKD","82846","83130","LU1934453819.USD","MUG","399300","07233","06809","MUYY","BK0125","02823","02846","02843","FTXL","03188","DRMP","03130","82822","09976","688525","DISK","301308","LU0708995583.HKD","DRAL","83188","RAM","LU0320764599.SGD","LU1960683339.HKD","02822","603986","LU0359201885.HKD","MULL","BK1147","DRAM","02827","MUU","DRMY","LU0072913022.USD","82843"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676786665","title":"華安證券總經理趙萬利：存儲芯片是數字經濟時代的「糧食」","url":"https://stock-news.laohu8.com/highlight/detail?id=2676786665","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676786665?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 16:48","pubTimestamp":1792486080,"startTime":"0","endTime":"0","summary":"专题：2026可持续全球领导者大会&第二届绿色产业与可持续消费博览会2026可持续全球领导者大会期间，华安证券总经理赵万利出席“长期资本与韧性增长”论坛，谈到投资长鑫科技等一系列科技型企业时表示，这给资本市场贴上了“含科量”标签。他回忆，当时国产化道路充满非常多的不确定性，但公司还是坚定投了，“因为存储芯片是数字经济时代的粮食，关乎国家的信息安全和产业链自主可控，这不是一个企业的成败问题，而是大国博弈的前沿阵地，必须有人做和支持”。他认为，这笔投资不是压在某一家企业上，而是压在国家战略方向和产业发展规律上，“方向对了，概率站在胜利的一边”。","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://finance.sina.com.cn/roll/2026-10-20/doc-inivwith0896774.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":["MIC","399262","MUZ","BK0183","600909","DRMY","MUD","DRMP","DRAM","RAM","DRAL","BK0276","159073","BK4588","MULL","MUYY","09747","DISK","FTXL","BK0201","MUU","HBMX","MUG","159658","RAMZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676657734","title":"AI支出悖論下的閃迪(SNDK.US)：信貸收緊壓估值，推理需求託底NAND，NBM能否熨平存儲周期？","url":"https://stock-news.laohu8.com/highlight/detail?id=2676657734","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676657734?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 14:55","pubTimestamp":1792479352,"startTime":"0","endTime":"0","summary":"智能体AI采用范围扩大预计将进一步加速KV缓存需求增长，加剧对内存容量和带宽的要求，从而支撑NAND存储增量需求。目前，管理层预计2026年NAND TAM为3000亿美元，2027年接近5000亿美元。近期AI支出不确定性也重新引发对闪迪历史周期性问题的担忧。根据最新投资者日披露，闪迪迄今已获得八家NBM客户。","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/1509320.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":["MUYY","DRAM","QTOC","MUZ","RAMZ","DRMY","DRMP","ARTY","BK4588","DRAL","RAM","MUG","CHAT","MUD","MIC","AGIX","DISK","MULL","MUU","AIPO","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676654537","title":"存儲股腰斬後市盈率僅 2 倍：美銀(BAC.US)斷言周期未終結","url":"https://stock-news.laohu8.com/highlight/detail?id=2676654537","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676654537?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 13:46","pubTimestamp":1792475219,"startTime":"0","endTime":"0","summary":"美银强调，这种极端低估值并未反映基本面恶化，而是市场对 AI 存储繁荣萧条的过度担忧所致，当前定价逻辑与超级周期级别的盈利预测形成显著背离。南亚科技已发布看多 4Q 指引，美银预计 SK 海力士 10 月 28 日 4Q 指引显示平均售价和利润率上行。美银结论是，深度修正像周期底部，但没有转入下行。","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/1509287.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":["DRMY","BK4581","BK4559","MIC","MUG","DRAM","CHAT","RAMZ","FNCL","LU0971096721.USD","MUD","QTOC","DISK","LU0321505868.SGD","LU0868494617.USD","MULL","VFH","MUU","MUYY","DRAL","LU1035773651.USD","FTXO","LU0234572021.USD","RAM","LU0314106906.USD","AGIX","UYG","XLF","LU1366192091.USD","ARTY","MUZ","BK4588","DRMP","LU1894683264.USD","IYF","IYG","KBWB","LU1069347547.HKD","BK4585","IE00BZ1G4Q59.USD","TFNS","BAC","LU0417517546.SGD","AIPO","LU1894683348.USD","LU0052756011.USD","LU0256863902.USD","ROIC","VTHR","LU0170899867.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676781637","title":"TradingKey 每日市場簡報：美股反彈，納指漲1.11%，存儲芯片股走強，閃迪大漲5.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2676781637","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676781637?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 08:49","pubTimestamp":1792457360,"startTime":"0","endTime":"0","summary":"TradingKey - 在上周AI基础设施股票遭遇大幅抛售之后，美股于10月19日周一反弹，带动纳斯达克综合指数和标普500指数走高。","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/262224697-nasdaq-and-sp-rebounds-dow-slips-sndk-skhy-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":["MUD","IYW","QID","TECS","QQQE","TQQQ","QMAR","TQQY","NQmain","FTEC","02834","DRAM","03086","NAPR","MNQmain","09747","QLD","07266","QQQ",".IXIC","ONEQ","QYLG","QQQI","09834","FTXL","NOCT","QQQM","PSQ","NVIW.SI","09086","RAMZ","QQQY","DRMP","159659","GPIQ","TECL","QDEC","HBMX","07568","DRMY","SQQQ","JEPQ","MULL","NDX","QQQJ","DISK","RAM","QQQA","QDTE","MUZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676632246","title":"24小時環球政經要聞全覽 | 10月20日","url":"https://stock-news.laohu8.com/highlight/detail?id=2676632246","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676632246?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 08:14","pubTimestamp":1792455269,"startTime":"0","endTime":"0","summary":"全球热点狙击","market":"sg","thumbnail":"https://img7.gelonghui.com/column/2/150.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/2/150.png?guru_height=540&guru_width=375"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/7058428","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":"gelonghui_highlight","symbols":["CORO","NVD3.UK","KNOW","AVSE","09788","ANV","NVDO","SHOC","BAI","NVDY","NULC","AIFD","DRMP","UMMA","NVDU","NVDW","HBMX","DRMY","EFIV","ABFL","NVDS","ILDR","CWI","2NVD.UK","AGOX","NVDX","NVIW.SI","STSM","NVDD","TRFK","NVDA","NVDG","BLOX","AIPI","TSM","03145","AVXC","07788","DIPS","DISK","MEMX","AIQ","09388","WISE","07388","EMM","HBM","NVDS.UK","ADVE","FTEC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676634985","title":"深夜 全線暴拉 美股存儲芯片股 集體沸騰","url":"https://stock-news.laohu8.com/highlight/detail?id=2676634985","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676634985?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 07:04","pubTimestamp":1792451052,"startTime":"0","endTime":"0","summary":"当地时间10月19日，美股科技股尤其是半导体板块迎来大反弹，纳指盘中一度涨近2%。截至收盘，道指跌0.07%报51966.03点，标普500指数涨0.41%报7690.73点，纳指涨1.11%报26430.89点。市场走势分化背后，AI算力相关交易情绪回暖成为科技股上涨的重要支撑，而美联储加息预期的不确定性、地缘局势依旧紧张则压制了部分板块表现。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610203900363213.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/202610203900363213.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":["MULL","HBMX","RAMZ","DRMP","DRAM","MUU","MIC","DRAL","DRMY","MUYY","RAM","BK4588","MUD","MUG","MUZ","09747","DISK","FTXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676399416","title":"A股盤前速覽：美股存儲芯片板塊盤初飆漲；油價下挫；天元重工申購；大中礦業獨董魏遠被查；證監會嚴打違規減持；星巴克回應「消費入座」","url":"https://stock-news.laohu8.com/highlight/detail?id=2676399416","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676399416?lang=zh_tw&edition=fundamental","pubTime":"2026-10-20 05:03","pubTimestamp":1792443806,"startTime":"0","endTime":"0","summary":"美股存储芯片板块飙涨北京时间10月19日晚间，美股三大指数涨跌不一，标普500指数涨0.52%，道指跌0.07%，纳指涨1.03%。美股“科技七巨头”盘初多数上涨，亚马逊涨2.18%，英伟达涨1.49%，谷歌涨1.13%，微软涨0.45%，特斯拉涨0.24%，苹果跌0.38%，Meta跌0.48%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610203900329462.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/202610203900329462.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":["DRMY","OILK","DRIP","ERX","IEO","DRMP","XLEX","159982","09747","OILU","USE","OIH","GUSH","MUD","VOOV","DRAM","DBE","USOI","DIG","02823","399300","TPOR","DUG","SPXT","BNO","DRLL","FTXL","IXC","WEEI","UAE","UGA","001203","USL","WTIU","DISK","HBMX","RAM","SDOG","PXE","PEJ","03188","DBC","BWET","DBO","PXJ","VDE","SBUX","XES","OILT","FTXN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676813226","title":"美股異動 | 存儲芯片概念股普漲 閃迪(SNDK.US)漲逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2676813226","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676813226?lang=zh_tw&edition=fundamental","pubTime":"2026-10-19 21:46","pubTimestamp":1792417619,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周一，存储芯片概念股普涨，闪迪、西部数据涨逾5%，希捷科技涨逾4%，美光科技、SK海力士涨逾3%。消息面上，日前，韩国财政部长李炯日称，半导体行业繁荣势头至少将持续到2027年。英伟达CEO黄仁勋表示，客户AI芯片订购需求持续超过供应，新订单几乎每周甚至每天涌入。分析师艾夫斯认为，抛售反映美债收益率升破5%后对基建融资成本的担忧，属融资层面问题，AI算力潜在需求仍强劲，回调提供买入机会。","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/1509049.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","MUYY","RAMZ","MULL","HBMX","MUZ","FTXL","MIC","DRMY","MUU","MUG","MUD","DISK","RAM","BK4588","DRAL","DRMP","09747"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676681327","title":"美股異動 | 存儲芯片概念股普漲 閃迪(SNDK.US)漲逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2676681327","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676681327?lang=zh_tw&edition=fundamental","pubTime":"2026-10-19 21:46","pubTimestamp":1792417619,"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":["MIC","RAMZ","HBMX","MUG","MULL","DRMY","BK4588","DRAM","MUYY","RAM","MUD","MUU","DRAL","MUZ","FTXL","DRMP","DISK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676283685","title":"【美股盤前】特朗普放寬俄羅斯制裁，油價下跌，英特爾升逾4%，美光、閃迪領升存儲芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=2676283685","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676283685?lang=zh_tw&edition=fundamental","pubTime":"2026-10-19 20:00","pubTimestamp":1792411200,"startTime":"0","endTime":"0","summary":"TradingKey - 美东时间周一（10月19日），美股三大股指期货盘前涨跌不一，纳斯达克100指数期货领涨。上周遭到集中抛售的AI、半导体和存储股出现反弹，特朗普暂缓执行针对俄罗斯及其能源贸易的新制裁，推动国际油价和美债收益率回落，改善成长股风险偏好。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20231229/e26c12243f0d8e7fab54f7c9cb57b2d3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20231229/e26c12243f0d8e7fab54f7c9cb57b2d3.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/262223716-us-premarket-oil-falls-trump-eases-russia-sanctions-intel-mu-sndk-memory-stocks-rise-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":["EFIV","XLEX","FTXL","MUD","DRMY","SPXT","XES","DBO","FTXN","SDOG","MU","IEO","DRLL","DBC","BNO","HBMX","INTC","OILU","PEJ","TPOR","DBE","DRMP","WEEI","VDE","DRIP","ERX","OILT","GUSH","RUSS","VOOV","PXJ","OIH","RAM","WTIU","DUG","UAE","09747","DISK","DRAM","UGA","BWET","USL","USE","PXE","CNAV","RUSL","USOI","DIG","OILK","IXC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676360502","title":"【美股盤前】SpaceX升逾1%，馬斯克稱明年向美國每名兒童贈送一股SpaceX股票；AI芯片、存儲芯片、光通信股集體上漲，SK海力士升逾4%；英偉達推動HBM標準化，三星據悉將首次與台積電合作生產基礎芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2676360502","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2676360502?lang=zh_tw&edition=fundamental","pubTime":"2026-10-19 17:06","pubTimestamp":1792400797,"startTime":"0","endTime":"0","summary":"①【三大期指齐涨】截至发稿，道指期货涨0.17%，标普500指数期货涨0.59%，纳指期货涨1.15%。②【SpaceX涨超1%，马斯克称明年向美国每名儿童赠送一股SpaceX股票】10月19日，据媒体报道，马斯克在社交平台X发文称，“明年，我将向美国每个孩子赠送一股我的SpaceX股票。”并表示这将是“众多举措中的第一个”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610193899960880.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/202610193899960880.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":["TWN","EMXC","SOXL","SIXG","AIFD","AIBU","03516","DRAM","FTXL","WISE","LRNZ","09747","SMHX","EDZ","DRMP","EWT","FAI","FLTW","XSD","DXYZ","CHPY","SPCU","LUMA","AIS","AIVC","MULL","MUD","SPAL","SNK","SOXY","RAM","SMH","SSG","USD","PSI","SKHY","SPCX","DISK","CHAT","FOTO","NVDA","DRMY","SOXQ","ALAI","SOXX","IEMG","TEKX","AVGC","TSLA"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":2,"totalSize":200,"code":"91000000","status":"200"}]}}