美股詳情

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1倍做空MU ETF-Direxion

3.64

-0.0848-2.28%

成交量：1,464.37萬

成交額：5,303.40萬

市值：5,296.20萬

市盈率：- -

高：3.67

開：3.65

低：3.56

收：3.72

52周最高：33.83

52周最低：3.51

股本：1,455.00萬

流通股本：1,455.00萬

量比：1.30

換手率：100.64%

股息：0.54

股息率：14.77%

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

美股三大指數高開，美光、阿斯麥、博通大漲；重要鋰礦供應國停止出口，鋰礦股也大漲！加密貨幣大幅反彈｜美股開盤

每日经济新闻

美光科技(MU)升逾3% 推出24Gb容量的GDDR7顯存芯片

售罄！漲價! 存儲廠商訂單爆滿

存儲市場陷入「史上最嚴重短缺」，漲價潮背後的供需邏輯正在改寫

達利歐的橋水基金最新持倉出爐！大幅加倉存儲巨頭美光！英偉達為第一大重倉公司！

私募排排网

美光科技盤中異動大幅上漲3.05%

美光科技盤前升逾1% 宏碁董事長表示記憶體缺貨至少持續到今年中

洞見 | 全球半導體，最新展望

2000億投入存儲芯片！美光科技大手筆擴產

不聯網的AI，殺瘋了...

思哲与创富

三星電子2025Q4重奪全球DRAM內存市佔第一

SK海力士董事長：將擴大AI內存芯片產能以應對需求激增

今年內存利潤可能突破1000億美元 SK海力士還訴苦

HBM售罄！內存「漲潮」席捲全年

半导体新知道

徹底瘋了！存儲巨頭攤牌：所有客户需求都無法滿足，2026年價格一路漲

全球內存供需深度報告

商业矩阵步行路

存儲行業全面轉向賣方市場：SK海力士稱今年客户需求難獲全滿足

ITBEAR科技资讯

全球AI企業遭遇內存芯片短缺瓶頸

為什麼現在是德國半導體製造廠的最佳時機？

半导体产业纵横

存儲概念普升慧榮科技升2.85% 業內人士：DRAM/NAND緊缺將持續至2030年

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宏碁董事長表示記憶體缺貨至少持續到今年中","url":"https://stock-news.laohu8.com/highlight/detail?id=2613715886","media":"金吾资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613715886?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 19:53","pubTimestamp":1771933990,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美光科技(MU)盘前涨超1%，截至发稿，报426.970美元。宏碁(Acer)董事长暨执行长陈俊圣昨日接受采访时表示，预期记忆体缺货至少将持续到今年中，下半年情况则仍要再观察。随著SK海力士、三星及美光等大厂都正加速扩产，供需缺口有望逐步缩小。陈俊圣表示，由于记忆体与储存相关零组件占BOM(物料成本)约25%，现时记忆体已加价50%至100%，因此今年PC亦必定会加价，带动公司近期急单涌现，今年1月收入增长近四成。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224195345a719d571&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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| 全球半導體，最新展望","url":"https://stock-news.laohu8.com/highlight/detail?id=2613712861","media":"盛世投资","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613712861?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 18:04","pubTimestamp":1771927447,"startTime":"0","endTime":"0","summary":"今日市场状况全球半导体行业预计到2026年年销售额将达到9750亿美元，创历史新高，这主要得益于人工智能基础设施建设的蓬勃发展（图1）。2025年，半导体行业的增长率达到22%，预计2026年将加速至26%，即使此后增速放缓，到2036年，年销售额仍有望达到2万亿美元。德勤预测，到2026年，生成式人工智能芯片的收入将接近5000亿美元，约占全球芯片销售额的一半。尽管预计2025年全球芯片收入将增长22%，但硅晶圆出货量预计仅增长5.4%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602242129079541d201&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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12:26","pubTimestamp":1771907161,"startTime":"0","endTime":"0","summary":"美光科技加紧增加产能，以应对存储行业多年来严重的供应紧张。在公司总部所在地博伊西，美光科技正斥资500亿美元，将其占地450英亩的园区面积扩大一倍以上，其中包括建造两座新的芯片工厂，两家工厂都应会在2028年底前投产。在锡拉丘兹附近，美光科技刚刚破土动工一个耗资1,000亿美元的晶圆厂综合体，去年年底，美光科技宣布在日本广岛投资96亿美元建设晶圆厂。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133245a7187536&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:25","pubTimestamp":1771907157,"startTime":"0","endTime":"0","summary":"最近科技圈和资本市场同时被一个叫做chatjimmy.ai的新物种刷屏了，初次彻底震惊了我。在没有英伟达高性能AI芯片的加持，这家硅谷初创公司Taalas就让旗下大模型跑出了每秒1.5万到1.7万个Token。毕竟如果人人的手机、汽车都有这种AI大模型芯片，绝大多数日常问题在本地0.1秒就免费解决了。但拉长来看，技术进步的速度确实是难以估量的，谁又知道哪天这些顶级模型写入芯片之后，每个人的设备终端都拥有了顶级离线AI，世界又会演变成什么夸张的模样。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133308a4c18efb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:07","pubTimestamp":1771844829,"startTime":"0","endTime":"0","summary":"2 月 22 日消息，根据韩联社与另一家韩媒 nate 援引的 Omdia 最新数据，三星电子 2025Q4 在全球 DRAM 内存市场的销售额占比升至 36.6%，而 SK 海力士的市占则是 32.9%，这意味着三星电子在 2025Q1 丢掉“第一大 DRAM 厂”荣誉后的一年内夺回了该头衔。总的来看，2025Q4 全球 DRAM 内存市场规模达 524.7 亿美元，环比增幅约 30%。其中三星电子达到 191.56 亿美元，环比增长 40.6%；SK 海力士占据 172.26 亿美元，环比增长 25.2%；美光的市场占比则从 Q3 的 25.8% 下降至 22.9%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223190713a4bed5ce&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:42","pubTimestamp":1771828953,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，SK海力士母公司SK集团会长崔泰源承诺，将扩大AI内存芯片的产能，以满足全球数据中心建设带来的需求激增。虽然崔泰源没有具体说明其芯片公司的扩张规模，但SK海力士在1月份表示，2026年的资本支出将较去年大幅增加，以满足对HBM芯片的需求。SK海力士2026年的全部内存芯片产能均已售罄，美光科技的HBM产品同样如此。他表示，SK集团目前正在探索在AI数据中心旁边建设发电厂，因为无法满足能源需求可能是\"灾难性的\"。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223144603a71520bd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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SK海力士還訴苦","url":"https://stock-news.laohu8.com/highlight/detail?id=2613208866","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613208866?lang=zh_tw&edition=fundamental","pubTime":"2026-02-23 09:28","pubTimestamp":1771810088,"startTime":"0","endTime":"0","summary":"这就可以理解面对汹涌的需求爆发，三星、SK海力士及美光三大巨头为何不大规模投资以提升内存产能了，他们当然希望继续保持缺货涨价以提高自己的利润，但也真的担心一旦AI泡沫崩了，到时候真的要在内存上亏损1000亿美元了。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223095353a4bd8cd5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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06:30","pubTimestamp":1771799441,"startTime":"0","endTime":"0","summary":"近日，SK海力士在虚拟投资者会议上表示，受人工智能客户强劲需求与供应增长有限的共同推动，预计存储芯片价格将在2026年全年持续上涨。更关键的是，作为供应方的SK海力士自身库存已极其单薄，其DRAM和NAND库存均仅维持在约4周的正常水平，且预计全年将继续下降。备受瞩目的HBM情况尤为严峻。SK海力士明确表示，2026年的HBM产能已全部售罄，生产计划分配完毕，且很难在今年内为HBM和紧缺的标准型DRAM进行产线调整。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022306444497a6ace3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:38","pubTimestamp":1771720726,"startTime":"0","endTime":"0","summary":"2月21日，第一财经独家援引SK海力士在高盛虚拟投资者会议上的重磅表态，直接引爆整个半导体产业链：全球存储正式进入绝对卖方市场，今年没有任何一家客户的需求能被完全满足，价格上涨已成定局。市场研究机构数据显示，2026年第一季度，服务器端64GB DDR5价格环比暴涨99%，1TB NAND闪存价格直接翻倍，消费级内存价格涨幅同样突破90%。SK海力士“所有客户需求都无法满足”的表态，不是傲慢，而是行业现状的真实写照。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260222085406a4bab20a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:55","pubTimestamp":1771682100,"startTime":"0","endTime":"0","summary":"在近日一场面向投资者的虚拟会议上，全球存储芯片巨头SK海力士向市场传递出重要信号：当前存储行业已彻底转向卖方主导格局。据会议披露，SK海力士当前DRAM与NAND闪存的库存周转周期已压缩至4周左右，创下历史新低。产业链动态显示，下游企业正积极寻求长期供应保障。驱动行业变革的核心力量来自AI算力需求的指数级增长。市场监测数据显示，DDR5内存颗粒的现货价格较年初上涨17%，企业级SSD合约价季度涨幅突破12%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221221133a4b98fee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:11","pubTimestamp":1771672262,"startTime":"0","endTime":"0","summary":"人工智能企业正面临全球性内存芯片供应紧张局面，成本上涨、交付延迟已导致部分消费电子厂商调高产品售价。全球内存芯片生产由三星、美光和SK海力士三家企业主导。它们在满足AI超大规模企业对高带宽内存芯片需求的同时，还需保障传统电子产品客户的长期订单，承压显著。英特尔CEO陈立武警告，AI发展瓶颈已从算力转向内存及更广泛基础设施系统，该短缺问题预计持续至2028年之前。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191711a7101db0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:16","pubTimestamp":1771643776,"startTime":"0","endTime":"0","summary":"如今，世界已认识到半导体产业对全球经济的重要性。现在，这为将整个半导体存储器供应链带回欧洲提供了独特的机会。截至2025年10月，该战略已取得阶段性成果，推动欧盟成为全球第三大半导体投资目的地，并在关键技术布局和供应链监测体系建设方面取得重要进展。这家封装代工厂是欧洲在半导体制造领域实现技术自主的重要一步。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221111722a70f1a03&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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慧榮科技升2.85% 業內人士：DRAM/NAND緊缺將持續至2030年","url":"https://stock-news.laohu8.com/highlight/detail?id=2612539293","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612539293?lang=zh_tw&edition=fundamental","pubTime":"2026-02-20 23:16","pubTimestamp":1771600583,"startTime":"0","endTime":"0","summary":"金吾财讯 | 存储概念普升，慧荣科技升2.85%，闪迪升2.26%，Rambus升1.54%，西部数据升1.25%，美光科技升1.23%。消息面上，群联电子（Phison）首席执行官潘健成（K.S. 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