美股詳情

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

1倍做空MU ETF-Direxion

3.75

+0.11003.03%

盤後：3.780.0350+0.93%19:49 EST

成交量：3,444.86萬

成交額：1.30億

市值：5,542.60萬

市盈率：- -

高：3.86

開：3.67

低：3.59

收：3.64

52周最高：33.83

52周最低：3.51

股本：1,480.00萬

流通股本：1,480.00萬

量比：1.44

換手率：232.76%

股息：0.54

股息率：14.36%

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

美光入局3GB GDDR7顯存！最高速率36Gbps：落後三星、SK海力士

標普：基於人工智能驅動的規模和增長增強將美光科技評級上調至「bbb」展望積極

美光科技盤中異動早盤股價大跌3.00%

美光科技因HBM勢頭逼近高點

三星與美光平分首批S26系列LPDDR5X訂單，後續價格談判存變數

DRAM價格持續飆升：2026Q1通用內存漲幅或達95%

研報 | 535.8億美元，漲價效應帶動2025年第四季度DRAM產業營收季成長達29.4%

全球半导体观察

傳蘋果接受三星半導體部門100%漲幅報價

全球首款量產PCIe 6.0企業級SSD落地！美光9650劍指AI存儲新藍海

PConline太平洋...

美光加入GDDR 7混戰

半导体行业观察

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

{"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/MUD/news"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"MUD","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"MUD\",,,,,undefined,":{"symbol":"MUD","market":"US","secType":"STK","nameCN":"1倍做空MU ETF-Direxion","latestPrice":3.745,"timestamp":1772139600000,"preClose":3.635,"halted":0,"volume":34448635,"hourTrading":{"tag":"盘后","latestPrice":3.78,"preClose":3.745,"latestTime":"19:49 EST","volume":41885,"amount":157681.8724,"timestamp":1772153375377,"change":0.035,"changeRate":0.009346,"amplitude":0.010681},"delay":0,"changeRate":0.030261348005502155,"floatShares":14800001,"shares":14800001,"eps":0,"marketStatus":"未開盤","change":0.11,"latestTime":"02-26 16:00:00 EST","open":3.67,"high":3.86,"low":3.59,"amount":129709569.38058601,"amplitude":0.074278,"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":1772182800000},"marketStatusCode":0,"adr":0,"exchange":"NASDAQ","adjPreClose":3.635,"sharesOutstanding":14800001,"nav":3.63,"aum":53718850.9,"dividendRate":0.143605,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":3.6698,"preClose":3.635,"latestTime":"09:28 EST","volume":125568,"amount":453998.88921600004,"timestamp":1772116087101,"change":0.0348,"changeRate":0.009574,"amplitude":0.024704},"postHourTrading":{"tag":"盘后","latestPrice":3.78,"preClose":3.745,"latestTime":"19:49 EST","volume":41885,"amount":157681.8724,"timestamp":1772153375377,"change":0.035,"changeRate":0.009346,"amplitude":0.010681},"volumeRatio":1.444702},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"MUD\",,,,,undefined,":{"symbol":"MUD","floatShares":14800001,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":1.444702,"shares":14800001,"dividePrice":0.5378,"high":3.86,"amplitude":0.074278,"preClose":3.635,"low":3.59,"week52Low":3.51,"pbRate":"--","week52High":33.83,"institutionHeld":0,"latestPrice":3.745,"eps":0,"divideRate":0.143605,"volume":34448635,"delay":0,"ttmEps":0,"open":3.67,"prevYearClose":5.84,"prevWeekClose":3.64,"prevMonthClose":3.85,"prevQuarterClose":5.84,"fiveDayClose":3.735,"twentyDayClose":3.68,"sixtyDayClose":7.3},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/MUD\",params:#limit:5,,,undefined,":[{"market":"US","date":"2026-03-05","symbol":"MUD","defaultRemindTime":1772721000000,"type":"split","dateTimestamp":1772686800000,"forFactor":10,"toFactor":1,"ratio":10},{"date":"2025-12-23","symbol":"MUD","amount":0.03814,"announcedDate":"2025-12-22","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-23","defaultRemindTime":1766500200000,"name":"1倍做空MU ETF-Direxion","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-31","payableDate":"2025-12-23","currency":"USD","dateTimestamp":1766466000000,"payDate":"2025-12-31"},{"date":"2025-09-23","symbol":"MUD","amount":0.07067,"announcedDate":"2025-09-22","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-09-23","defaultRemindTime":1758634200000,"name":"Direxion Daily MU Bear 1X Shares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-09-30","payableDate":"2025-09-23","currency":"USD","dateTimestamp":1758600000000,"payDate":"2025-09-30"},{"date":"2025-06-24","symbol":"MUD","amount":0.20558,"announcedDate":"2025-06-23","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-06-24","defaultRemindTime":1750771800000,"name":"Direxion Daily MU Bear 1X Shares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-07-01","payableDate":"2025-06-24","currency":"USD","dateTimestamp":1750737600000,"payDate":"2025-07-01"},{"date":"2025-03-25","symbol":"MUD","amount":0.22331,"announcedDate":"2025-03-24","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-03-25","defaultRemindTime":1742909400000,"name":"Direxion Daily MU Bear 1X Shares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-04-01","payableDate":"2025-03-25","currency":"USD","dateTimestamp":1742875200000,"payDate":"2025-04-01"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"MUD\",market:\"US\",,,undefined,":[{"executeDate":"2024-12-23","recordDate":"2024-12-23","paymentDate":"2024-12-31","value":0.13466,"currency":"USD"},{"executeDate":"2025-03-25","recordDate":"2025-03-25","paymentDate":"2025-04-01","value":0.22331,"currency":"USD"},{"executeDate":"2025-06-24","recordDate":"2025-06-24","paymentDate":"2025-07-01","value":0.20558,"currency":"USD"},{"executeDate":"2025-09-23","recordDate":"2025-09-23","paymentDate":"2025-09-30","value":0.07067,"currency":"USD"},{"executeDate":"2025-12-23","recordDate":"2025-12-23","paymentDate":"2025-12-31","value":0.03814,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"MUD\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"MUD\",pageSize:20,pageCount:1,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2614064574","title":"美光入局3GB GDDR7顯存！最高速率36Gbps：落後三星、SK海力士","url":"https://stock-news.laohu8.com/highlight/detail?id=2614064574","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614064574?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 09:47","pubTimestamp":1772070436,"startTime":"0","endTime":"0","summary":"从市场现实来看，美光无需急于追求极致速度，目前NVIDIA在售GDDR7显卡中，RTX 5080显存速率为30Gbps，RTX 5090更是只有28Gbps，均远低于40Gbps。目前采用3GB GDDR7的显卡包括RTX 5090移动版及RTX Pro 6000 Blackwell专业卡。作为第三家量产3GB GDDR7的厂商，美光的入局对NVIDIA等意义重大，NVIDIA目前已从三星和SK海力士采购3GB GDDR7芯片，引入美光供应有助于缓解当前存储芯片短缺压力。","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=nesSN20260226095207a4c94846&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226095207a4c94846&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"美光入局3GB GDDR7显存！最高速率36Gbps：落后三星、SK海力士","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1803068979.SGD","LU0203345920.USD","BK4575","LU0203347892.USD","BK4141","IE0002270589.USD","LU0274383776.USD","LU2286300806.USD","BK4566","LU1267930813.SGD","BK4605","LU2250418816.HKD","BK4512","BK4532","LU0792757196.USD","LU0109392836.USD","LU1323610961.USD","LU2360106780.USD","BK4554","GB00BDT5M118.USD","LU0127658192.USD","LU2458330243.SGD","IE00B5949003.HKD","LU0889565833.HKD","IE0009356076.USD","BK4553","LU0154236417.USD","LU0642271901.SGD","LU1316542783.SGD","LU1366333091.USD","LU2211815571.USD","LU0157215616.USD","MUU","BK4585","LU2458330169.SGD","LU0056508442.USD","MU","MUD","MULL","BK4527","LU0889566641.SGD","IE00B19Z3581.USD","LU0082616367.USD","BK4543","LU1852331112.SGD","BK4533","IE00B7SZLL34.SGD","LU0719512351.SGD","LU0081259029.USD","LU2931357623.SGD","BK4588","IE00B19Z3B42.SGD","LU2048586759.USD","BK4579","LU2089985449.USD"],"gpt_icon":1},{"id":"2614807827","title":"標普：基於人工智能驅動的規模和增長增強將美光科技評級上調至「bbb」展望積極","url":"https://stock-news.laohu8.com/highlight/detail?id=2614807827","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614807827?lang=zh_tw&edition=fundamental","pubTime":"2026-02-27 03:41","pubTimestamp":1772134888,"startTime":"0","endTime":"0","summary":"美光科技公司简介：美光科技公司致力于提供创新的内存和存储解决方案。它通过以下部门运作:计算和网络事业部、移动事业部、嵌入式事业部和存储事业部。MBU部门涉及向智能手机和其他移动设备市场销售的内存和存储产品。SBU部门包括ssd和组件级解决方案，销售到企业和云、客户端和消费者存储市场。","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=nesSN20260227034608a4cc9eac&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, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227034608a4cc9eac&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0889566641.SGD","IE00B5949003.HKD","LU2458330243.SGD","LU0642271901.SGD","BK4585","LU0889565833.HKD","LU2931357623.SGD","IE0002270589.USD","BK4141","LU0082616367.USD","LU2048586759.USD","LU0203347892.USD","MUD","LU0157215616.USD","GB00BDT5M118.USD","LU0056508442.USD","BK4605","IE00B7SZLL34.SGD","LU2211815571.USD","LU2089985449.USD","MULL","LU0203345920.USD","BK4579","IE00B19Z3581.USD","LU1323610961.USD","LU1366333091.USD","LU1852331112.SGD","MU","LU0274383776.USD","LU2286300806.USD","BK4575","IE00B19Z3B42.SGD","LU1267930813.SGD","BK4527","LU1316542783.SGD","BK4553","BK4532","BK4512","BK4543","LU0081259029.USD","BK4566","LU0792757196.USD","LU2250418816.HKD","LU2458330169.SGD","LU0109392836.USD","BK4533","LU0127658192.USD","LU0719512351.SGD","BK4588","IE0009356076.USD","BK4554","LU2360106780.USD","LU1803068979.SGD","LU0154236417.USD"],"gpt_icon":0},{"id":"2614026315","title":"美光科技盤中異動 早盤股價大跌3.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614026315","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614026315?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 23:00","pubTimestamp":1772118004,"startTime":"0","endTime":"0","summary":"北京时间2026年02月26日23时00分，美光科技股票出现异动，股价急速跳水3.00%。截至发稿，该股报416.12美元/股，成交量722.075万股，换手率0.64%，振幅4.18%。美光科技股票所在的半导体行业中，整体跌幅为3.01%。美光科技公司简介：美光是全球最大的半导体公司之一，专注于内存和存储芯片。美光服务于全球客户群，向数据中心、移动电话、消费电子产品以及工业和汽车应用销售芯片。","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=nesSN20260226230004a722efa8&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226230004a722efa8&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4588","GB00BDT5M118.USD","LU1323610961.USD","BK4533","LU0056508442.USD","LU1316542783.SGD","BK4512","BK4527","LU0889565833.HKD","LU2089985449.USD","LU2458330169.SGD","LU0127658192.USD","IE0002270589.USD","LU0792757196.USD","BK4532","LU0642271901.SGD","BK4554","LU1267930813.SGD","LU0203347892.USD","IE00B19Z3581.USD","BK4585","LU0081259029.USD","LU0889566641.SGD","IE00B5949003.HKD","BK4566","MU","LU2458330243.SGD","LU0719512351.SGD","LU2286300806.USD","LU0082616367.USD","MUD","BK4553","LU2250418816.HKD","BK4141","BK4543","LU2211815571.USD","BK4605","LU0274383776.USD","LU1852331112.SGD","LU2048586759.USD","IE00B7SZLL34.SGD","LU1366333091.USD","MULL","BK4579","LU1803068979.SGD","IE0009356076.USD","LU0109392836.USD","LU0203345920.USD","LU0154236417.USD","LU2931357623.SGD","IE00B19Z3B42.SGD","LU2360106780.USD","BK4575","LU0157215616.USD"],"gpt_icon":1},{"id":"2614042008","title":"美光科技因HBM勢頭逼近高點","url":"https://stock-news.laohu8.com/highlight/detail?id=2614042008","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614042008?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 21:34","pubTimestamp":1772112854,"startTime":"0","endTime":"0","summary":"来源：环球市场播报美光科技（MU）周四盘前上涨0.6%。由于人工智能基础设施需求和高带宽内存供应紧张推高了定价和盈利预期，该股股价交易在接近纪录高位的水平，尽管分析师指出了周期性风险。","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=nesSN20260226213651a722b120&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226213651a722b120&s=b","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":"tencent","symbols":["LU1323610961.USD","LU2089985449.USD","LU2048586759.USD","IE00B7SZLL34.SGD","IE00B5949003.HKD","LU0157215616.USD","LU2360106780.USD","BK4532","LU2458330243.SGD","LU0109392836.USD","LU1267930813.SGD","BK4579","LU0889566641.SGD","LU0154236417.USD","BK4533","BK4543","BK4527","LU1366333091.USD","BK4566","LU2931357623.SGD","LU2250418816.HKD","BK4554","LU0203347892.USD","LU1803068979.SGD","LU2458330169.SGD","LU0642271901.SGD","BK4605","BK4575","LU0082616367.USD","LU0203345920.USD","BK4588","LU0889565833.HKD","LU0127658192.USD","LU0274383776.USD","LU0081259029.USD","BK4553","GB00BDT5M118.USD","LU0056508442.USD","MULL","LU1316542783.SGD","LU0792757196.USD","LU1852331112.SGD","MUD","BK4141","LU0719512351.SGD","IE0002270589.USD","BK4512","BK4585","LU2286300806.USD","MU","IE0009356076.USD","LU2211815571.USD","IE00B19Z3B42.SGD","IE00B19Z3581.USD"],"gpt_icon":0},{"id":"2614433000","title":"三星與美光平分首批S26系列LPDDR5X訂單，後續價格談判存變數","url":"https://stock-news.laohu8.com/highlight/detail?id=2614433000","media":"闪存市场","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614433000?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 19:10","pubTimestamp":1772104200,"startTime":"0","endTime":"0","summary":"三星电子25日正式发布Galaxy S26、S26+和S26 Ultra三款旗舰新机。据韩媒报道，正在生产的该系列手机所应用的LPDDR5X将由三星DS部分和美光共同提供，份额各占50%。美光曾向三星MX 部门提交过基于 1γ工艺的 LPDDR5X 样品，但评估认为该工艺尚不成熟，实际应用尚需时日，因此推迟了交付。这批首批产品通过改进 Galaxy S25 系列所用 LPDDR5X 内存的电路线宽，使生产效率提高了15%。据悉，三星DS部门和美光都计划在首批产品上市后的谈判中大幅提高LPDDR5X的价格。","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=nesSN20260226192014a4cb5425&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226192014a4cb5425&s=b","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":"tencent","symbols":["MUD","BK4543","BK4141","LU2250418816.HKD","LU1267930813.SGD","LU2286300806.USD","LU1852331112.SGD","BK4554","LU0792757196.USD","MULL","LU1803068979.SGD","IE0009356076.USD","LU1316542783.SGD","LU2211815571.USD","LU2931357623.SGD","BK4512","BK4532","LU0081259029.USD","MU","LU0203347892.USD","LU0127658192.USD","LU0889566641.SGD","LU0203345920.USD","LU2048586759.USD","LU0109392836.USD","IE00B5949003.HKD","GB00BDT5M118.USD","IE00B7SZLL34.SGD","LU1366333091.USD","LU0642271901.SGD","LU1323610961.USD","LU0157215616.USD","BK4527","LU0889565833.HKD","LU2458330169.SGD","BK4575","LU0056508442.USD","IE0002270589.USD","IE00B19Z3581.USD","LU0082616367.USD","BK4585","LU0274383776.USD","LU2089985449.USD","LU2458330243.SGD","BK4566","LU2360106780.USD","BK4533","LU0154236417.USD","LU0719512351.SGD","IE00B19Z3B42.SGD","BK4588","BK4605","BK4553","BK4579"],"gpt_icon":1},{"id":"2614809266","title":"DRAM價格持續飆升：2026Q1通用內存漲幅或達95%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614809266","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614809266?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 14:57","pubTimestamp":1772089023,"startTime":"0","endTime":"0","summary":"2026年第一季度，受大型云服务商采购需求旺盛影响，DRAM市场价格继续大幅上涨。据TrendForce集邦咨询预测，通用内存合约价将环比上涨90~95%，整体DRAM平均涨幅达80~85%。此前2025年第四季度，行业已实现合约价上涨50~55%，营收环比增长29.4%至535.8亿美元。三星电子以193亿美元营收（市占36.0%）居首，SK海力士、美光分列二、三位。上游原厂出货量预计基本持平或微增，供需紧平衡推动涨价持续。","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=nesSN20260226145923a72136bd&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226145923a72136bd&s=b","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":"tencent","symbols":["LU2286300806.USD","LU2458330243.SGD","BK4579","LU1803068979.SGD","BK4585","GB00BDT5M118.USD","BK4575","LU1267930813.SGD","LU2211815571.USD","BK4605","IE00B5949003.HKD","LU0719512351.SGD","LU1316542783.SGD","LU2250418816.HKD","LU1366333091.USD","BK4554","LU2931357623.SGD","MUD","IE00B19Z3B42.SGD","MU","LU0203347892.USD","LU2089985449.USD","BK4566","BK4533","MULL","LU0889565833.HKD","LU0792757196.USD","LU0642271901.SGD","LU0157215616.USD","LU0081259029.USD","BK4553","IE0009356076.USD","BK4512","LU0274383776.USD","BK4588","LU0889566641.SGD","IE00B7SZLL34.SGD","LU0127658192.USD","BK4532","LU2048586759.USD","LU2458330169.SGD","LU0109392836.USD","LU0154236417.USD","BK4141","LU0082616367.USD","LU0203345920.USD","IE00B19Z3581.USD","LU0056508442.USD","IE0002270589.USD","LU1852331112.SGD","LU2360106780.USD","LU1323610961.USD","BK4527","BK4543"],"gpt_icon":0},{"id":"2614092663","title":"研報 | 535.8億美元，漲價效應帶動2025年第四季度DRAM產業營收季成長達29.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614092663","media":"全球半导体观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614092663?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 14:19","pubTimestamp":1772086798,"startTime":"0","endTime":"0","summary":"根据TrendForce集邦咨询最新调查显示，由于AI应用由LLM模型训练延伸至推理，推动CSPs业者的数据中心建置重心由AI Server延伸至General Server，进一步推动存储器采购重心由HBM3e、LPDDR5X及大容量RDIMM延伸至各类容量的RDIMM，积极释出追加订单，带动Conventional DRAM的合约价大幅上涨，2025年第四季DRAM产业营收为535.8亿美元，较上季度增加29.4%。SK hynix营收增加至172.2亿美元，季增幅达25.2%，营收市占下滑1.1个百分点至32.1%，排名下滑至第二。","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=nesSN20260226150005a4ca5268&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226150005a4ca5268&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4579","GB00BDT5M118.USD","IE00B19Z3B42.SGD","LU2360106780.USD","LU0274383776.USD","LU1366333091.USD","LU1267930813.SGD","LU0056508442.USD","LU0642271901.SGD","LU1323610961.USD","LU0109392836.USD","BK4141","LU0082616367.USD","LU0792757196.USD","BK4527","MUD","LU0081259029.USD","BK4543","BK4554","MULL","BK4588","LU0157215616.USD","LU2250418816.HKD","IE0002270589.USD","BK4575","LU2458330243.SGD","BK4605","IE0009356076.USD","LU0127658192.USD","BK4585","IE00B5949003.HKD","BK4533","LU0203345920.USD","MU","IE00B19Z3581.USD","LU0889566641.SGD","IE00B7SZLL34.SGD","LU0889565833.HKD","BK4566","BK4553","LU0154236417.USD","LU0203347892.USD","LU2211815571.USD","LU2931357623.SGD","BK4512","LU1316542783.SGD","LU0719512351.SGD","LU2048586759.USD","LU2458330169.SGD","LU2089985449.USD","BK4532","LU2286300806.USD","LU1852331112.SGD","LU1803068979.SGD"],"gpt_icon":1},{"id":"2614099375","title":"傳蘋果接受三星半導體部門100%漲幅報價","url":"https://stock-news.laohu8.com/highlight/detail?id=2614099375","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614099375?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 14:03","pubTimestamp":1772085823,"startTime":"0","endTime":"0","summary":"据报道，三星电子旗下半导体部门 以 100%涨幅向苹果报价，却出人意料地被立即接受。半导体行业人士透露，三星DS事业部原定目标是将苹果供货价上调约60%，在首轮谈判中以100%涨幅作为起始报价，意在为最终结果预留谈判空间，没想到苹果当场接受。三星半导体部门与美光均计划在初期量产之后的谈判大幅上调LPDDR5X供货价格，这将对三星电子移动体验部门的盈利能力构成显著冲击。","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=nesSN20260226140425a7210c1d&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226140425a7210c1d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE0005OL40V9.USD","LU2361045086.USD","LU2211815571.USD","LU0979878070.USD","AAPY","LU1571399168.USD","LU1732800096.USD","LU2092937148.SGD","LU2357305700.SGD","LU2361044865.SGD","LU2077746001.SGD","LU1804176565.USD","LU1066051225.USD","BK4532","LU0472753341.HKD","LU0642271901.SGD","AAPB","LU0820562030.AUD","LU1084165304.USD","LU0069063385.USD","LU2347655156.SGD","IE000YTNTUN2.SGD","LU2360032135.SGD","IE00B5949003.HKD","LU0109392836.USD","LU0949170426.SGD","IE00B7SZLL34.SGD","LU0097036916.USD","LU1582986359.USD","LU1582987597.SGD","IE00BN8TJ469.HKD","LU1868837300.USD","LU1366192091.USD","IE00B7KXQ091.USD","AAPU","LU0154236417.USD","BK4533","LU0289739343.SGD","BK4507","LU0943347566.SGD","AAPW","LU1642822529.SGD","BK4592","LU1934455277.USD","LU0724617625.USD","BK4571","IE0004091025.USD","LU2213496289.HKD","LU2111349929.HKD","SG9999014914.USD","LU0198837287.USD","SG9999002224.SGD","SG9999015986.USD","SG9999018857.SGD","LU0238689110.USD","HK0000320264.USD","LU0823421333.USD","LU2360106780.USD","IE00B4YYXB79.USD","LU1206712785.SGD","LU2452424414.USD","LU1935043023.USD","LU0080751232.USD","LU0820561818.USD","LU2361044949.HKD","LU0345770993.USD","LU1037948541.HKD","SG9999015952.SGD","LU0061474960.USD","LU0203345920.USD","LU1244550494.USD","HK0000320223.HKD","LU1291159041.SGD","LU2271345857.HKD","IE0003U64NQ7.SGD","HK0000914686.HKD","AAPL","BK4543","LU0456855351.SGD","BK4512","LU0792757196.USD","LU1069344957.HKD","LU1852331112.SGD","LU1496350171.SGD","LU2602419157.SGD","SG9999014906.USD","LU0345770308.USD","LU0861579265.USD","LU1551013425.SGD","LU2048586759.USD","LU0345769631.USD","LU0528227936.USD","LU0957791311.USD","LU1823568750.SGD","LU1720051108.HKD","LU2087625088.SGD","LU0057025933.USD","LU1261432733.SGD","LU1145028129.USD","LU0417517546.SGD","LU1582987324.SGD","LU0689472784.USD","LU2237443978.SGD","LU1244550221.USD","IE0009356076.USD","SG9999015358.SGD","LU1119994496.HKD","LU2458330169.SGD","IE00BLSP4239.USD","LU0170899867.USD","LU1935042215.USD","LU2168564149.EUR","IE000KEQY171.SGD","SG9999001424.SGD","LU1989764748.USD","LU1206713676.USD","BK4566","IE00BK4W5M84.HKD","LU1839511570.USD","IE0001KFT4U8.USD","BK4576","BK4573","LU1127390331.HKD","SG9999015341.SGD","LU1815336760.USD","LU0256863902.USD","LU0965509283.SGD","LU0553294199.USD","LU0149725797.USD","LU2592432038.USD","LU0964807845.USD","LU2458330243.SGD","IE0009G5SDU7.USD","LU1629891620.HKD","LU2168564222.USD","LU0011850046.USD","LU2286300806.USD","IE0034235303.USD","LU1116320737.USD","LU2097344357.USD","MU","IE0002270589.USD","LU0738911758.USD","LU2430703251.USD","LU1046421795.USD","BK4550","LU0345768153.USD","LU1934455194.USD","BK4581","LU0316494557.USD","IE00B19Z8X17.USD","LU0353189680.USD","LU2860962120.EUR","LU2237443895.HKD","IE00B1XK9C88.USD","LU0215105999.USD","LU1003077747.HKD","LU1674673691.USD","LU0820561909.HKD","LU0320765059.SGD","SG9999018865.SGD","LU2089985449.USD","LU0726765562.USD","LU2242650005.HKD","LU0096362180.USD","IE00B775SV38.USD","LU2543165471.USD","BK4574","BK4588","LU1935043536.SGD","LU2023250843.SGD","LU2746668461.USD","LU2250418816.HKD","LU1934455863.HKD","LU2054465674.USD","LU0683600562.USD","LU0354030438.USD","LU0109391861.USD","LU0072462426.USD","LU1235294995.USD","LU0882574139.USD","IE00BDRTCR15.USD","LU1280957306.USD","HK0000914660.USD","LU2430703178.SGD","BK4515","SGXZ31699556.SGD","SG9999014898.SGD","LU2505996681.GBP","LU2168563687.JPY","IE00BJTD4V19.USD","BK4554","LU0784383803.USD","LU1496350502.SGD","LU0786609619.USD","IE00B19Z3B42.SGD","LU1116320901.HKD","LU0158827948.USD","IE00BJJMRX11.SGD","SG9999014575.USD","LU0345769128.USD","SG9999000418.SGD","LU2089284900.SGD","BK4575","LU0267386448.USD","LU2191332357.HKD","LU1868836591.USD","LU1301847155.USD","IE00B3S45H60.SGD","LU2750360641.GBP","MULL","LU0788109477.HKD","LU1791710582.SGD","LU0985320562.USD","LU0077335932.USD","LU1989772923.USD","LU2462157665.USD","LU0203201768.USD","LU0314106906.USD","LU1267930730.SGD","LU1868836757.USD","LU0158827781.USD","LU2505996509.AUD","LU0127658192.USD","IE00B1BXHZ80.USD","LU0251132253.USD","LU0868494708.USD","IE00B19Z9505.USD","LU0444973449.USD","BK4501","LU0289961442.SGD","LU2065171311.SGD","LU0787776722.HKD","LU0823421416.USD","IE00BK4W5L77.USD","LU2552382058.USD","IE00BKVL7J92.USD","IE00BKDWB100.SGD","BK4553","LU0210536198.USD","LU1242518931.SGD","LU1868837136.USD","LU1868836914.USD","LU0061475181.USD","LU1935042488.USD","LU0889565833.HKD","LU1267930813.SGD","SG9999014559.SGD","LU2168564495.EUR","IE00BWXC8680.SGD","LU2065170008.USD","LU2746668974.SGD","IE00BBT3K403.USD","LU1366333091.USD","LU2028103732.USD","LU2420271590.USD","BK4535","LU1506573853.SGD","LU0661504455.SGD","LU0823434583.USD","LU0081259029.USD","LU0345768740.USD","LU0053666078.USD","LU2087621335.USD","IE00BN29S564.USD","LU0124676726.USD","LU2265009873.SGD","LU2461242641.AUD","SG9999014567.USD","IE000W1ABFV2.USD","LU2381873111.SGD","LU2108987350.USD","IE00BJLML261.HKD","IE0004445015.USD","LU2237443382.USD","LU2750360997.AUD","LU1244550577.SGD","SG9999017495.SGD","LU0719512351.SGD","LU0942090050.USD","IE00B775H168.HKD","LU1914381329.SGD","LU0823434740.USD","LU2471134879.HKD","LU2237443549.SGD","SSNLF","LU0323591593.USD","BK4141","LU1989772840.SGD","IE00BFSS8Q28.SGD","IE00BYXW3230.USD","LU1989771016.USD","LU2242649171.HKD","LU1232071149.USD","AAPD","BK4505","IE00BLSP4452.SGD","BK4559","LU0795875169.SGD","LU1035775433.USD","LU2237443465.HKD","HK0000306685.HKD","IE00BJJMRY28.SGD","LU1989764664.SGD","LU0048584097.USD","LU0203347892.USD","LU0672654240.SGD","LU0708995401.HKD","LU0354030511.USD","LU2023250504.SGD","BK4579","LU2456880835.USD","LU1066051811.HKD","BK4527","LU2417539215.USD","IE00BJTD4N35.SGD","LU0082616367.USD","LU1551013342.USD","LU2168564065.EUR","MACW.SI","LU1582986433.USD","LU1974910355.USD","LU0096364046.USD","LU2125154935.USD","IE00B4JS1V06.HKD","LU1718418525.SGD","LU0157215616.USD","LU2756315318.SGD","LU0256863811.USD","LU2237443622.USD","LU0784384876.USD","LU1548497426.USD","LU2083900584.USD","LU2552382132.HKD","LU1803068979.SGD","LU0444971666.USD","LU0912757837.SGD","AAPX","LU2471134523.USD","LU1674673428.USD","LU2089283258.USD","LU0965509101.SGD","LU1316542783.SGD","LU2065169927.USD","BK4534","LU0079474960.USD","LU1917777945.USD","IE0004086264.USD","LU2097344431.USD","LU1699723380.USD","LU0784385170.HKD","LU2237438978.USD","LU0234572021.USD","LU0965508806.USD","LU1815333072.USD","SG9999015945.SGD","LU2125154778.USD","LU2471134796.USD","LU2430703095.HKD","LU0210528500.USD","LU0210533765.USD","GB00BDT5M118.USD","LU1778281490.HKD","LU2552382215.SGD","IE0004445239.USD","LU0265550946.USD","LU2063271972.USD","IE0034235295.USD","LU1935042991.SGD","LU0203202063.USD","IE00B19Z8W00.USD","LU2403377893.USD","SG9999014880.SGD","LU0348723411.USD","LU0965509010.AUD","LU2133065610.SGD","LU0234570918.USD","HK0000306701.USD","LU2347655073.USD","LU2065171402.SGD","LU1037948897.HKD","LU0466842654.USD","LU2247934214.USD","LU2931357623.SGD","LU2896262040.SGD","LU0056508442.USD","LU0308772762.SGD","LU2487616109.SGD","LU1814569148.SGD","LU2236285917.USD","LU0494093205.USD","LU0889566641.SGD","LU1732799900.SGD","IE000ITXATA3.USD","LU0511384066.AUD","LU1066051498.USD","LU2471134952.CNY","LU2023251221.USD","LU0353189763.USD","IE00BDCRKT87.USD","LU0070217475.USD","SG9999002232.USD","IE00BSNM7G36.USD","LU0274383776.USD","LU1323610961.USD","IE00BFSS7M15.SGD","IE00BZ1G4Q59.USD","LU2756315664.SGD","LU0314104364.USD","APLY","BK4585","MUD","BK4170","LU2023250330.USD","BK4605","LU0784385840.USD","SG9999014542.SGD","LU0476273544.USD","LU2106854487.HKD","LU0795875086.SGD","LU1720051017.SGD","SG9999015978.USD","BK4598","IE00B3SWFQ91.USD","LU0265550359.USD","LU0949170772.SGD","LU0689626769.HKD","LU1791710400.SGD","LU0868494617.USD","LU2092627202.USD","LU1066053197.SGD","LU0545039389.USD","LU0957808578.USD","LU1242518857.USD","IE00B19Z3581.USD","LU0640476718.USD"],"gpt_icon":1},{"id":"2614677150","title":"全球首款量產PCIe 6.0企業級SSD落地！美光9650劍指AI存儲新藍海","url":"https://stock-news.laohu8.com/highlight/detail?id=2614677150","media":"PConline太平洋...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614677150?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 11:16","pubTimestamp":1772075768,"startTime":"0","endTime":"0","summary":"存储龙头企业美光正式宣布，旗下旗舰级产品 Micron 9650 PCIe Gen 6 NVMe SSD 全面进入量产阶段，这也是全球首款实现规模化量产的数据中心级 PCIe 6.0 SSD。早在 2025 年 7 月，美光就已正式发布 Micron 9650 系列 SSD，核心瞄准 AI 时代数据中心爆发的高性能、高可靠、高能效存储需求。美光率先实现 PCIe 6.0 数据中心 SSD 的量产，不仅正式拉开了企业级存储向 PCIe 6.0 时代全面升级的大幕，更凭借全栈自研的技术优势，为 AI 时代的企业级存储设立了全新的性能标杆。","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=nesSN20260226111911a4c99e93&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226111911a4c99e93&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4579","GB00BDT5M118.USD","IE00B19Z3B42.SGD","LU2360106780.USD","BK4086","LU0274383776.USD","LU1366333091.USD","LU1267930813.SGD","LU0757428866.USD","LU0056508442.USD","LU0642271901.SGD","LU1323610961.USD","LU0109392836.USD","BK4141","LU0082616367.USD","LU0792757196.USD","BK4527","MUD","LU0081259029.USD","BK4543","BK4554","MULL","BK4588","LU0157215616.USD","LU2250418816.HKD","IE0002270589.USD","LU0053671581.USD","BK4575","LU2458330243.SGD","BK4605","IE0009356076.USD","LU0127658192.USD","BK4585","LU1815336091.USD","IE00B5949003.HKD","BK4533","LU0203345920.USD","MU","IE00B19Z3581.USD","LU0889566641.SGD","IE00B7SZLL34.SGD","LU0889565833.HKD","BK4566","BK4553","LU0154236417.USD","LU0203347892.USD","LU2211815571.USD","LU2931357623.SGD","BK4512","LU1316542783.SGD","LU0719512351.SGD","LU2048586759.USD","LU2458330169.SGD","LU2089985449.USD","BK4532","LU2286300806.USD","LU1852331112.SGD","LU1803068979.SGD"],"gpt_icon":1},{"id":"2614435069","title":"美光加入GDDR 7混戰","url":"https://stock-news.laohu8.com/highlight/detail?id=2614435069","media":"半导体行业观察","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614435069?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 09:28","pubTimestamp":1772069311,"startTime":"0","endTime":"0","summary":"美光终于加入了3GB GDDR7内存的竞争行列，正式推出了3GB内存模块，与三星和SK海力士的3GB产品展开竞争。然而，对美光有利的是，目前市面上没有任何一款英伟达显卡能够充分利用GDDR7显存的传输速度，达到或超过40Gbps。因此，美光并没有太多理由推出速度高达 40 Gbps 或更快的全新 GDDR7 显存模块。目前，英伟达仅有的两款采用3GB GDDR7显存的GPU分别是笔记本电脑版RTX 5090和工作站版RTX Pro 6000 Blackwell。","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=nesSN2026022609302495420357&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022609302495420357&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0719512351.SGD","LU2360106780.USD","LU1267930813.SGD","IE00B19Z3B42.SGD","IE0002270589.USD","IE00B7SZLL34.SGD","BK4588","BK4512","LU1316542783.SGD","LU2458330243.SGD","LU0889565833.HKD","LU2931357623.SGD","LU2286300806.USD","LU0082616367.USD","LU0274383776.USD","BK4575","BK4533","IE00B5949003.HKD","LU0642271901.SGD","BK4566","MUD","BK4585","LU0056508442.USD","LU0081259029.USD","BK4554","LU1366333091.USD","GB00BDT5M118.USD","LU1803068979.SGD","MU","BK4553","LU1852331112.SGD","LU0127658192.USD","IE00B19Z3581.USD","BK4141","MULL","IE0009356076.USD","BK4532","BK4605","LU0889566641.SGD","LU0157215616.USD","LU0792757196.USD","LU2048586759.USD","LU2250418816.HKD","LU0203345920.USD","LU2211815571.USD","LU1323610961.USD","BK4527","LU2089985449.USD","LU0109392836.USD","LU2458330169.SGD","BK4543","BK4579","LU0154236417.USD","LU0203347892.USD"],"gpt_icon":1},{"id":"2614361930","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2614361930","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614361930?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 23:15","pubTimestamp":1772032542,"startTime":"0","endTime":"0","summary":"截至发稿，费城半导体指数上涨1.67%，拉姆研究、美光、阿斯麦、博通等涨幅均超过3%。消息面上，津巴布韦据悉暂停出口锂精矿和原矿。美国贸易代表格里尔周二表示，特朗普将签署一项补充命令，在适用情况下将关税水平提高到15%。特朗普在周二晚间的国情咨文中大谈经济状况，还提议为劳动者提供政府支持的退休账户，并再次呼吁禁止大型机构投资者购买独栋住宅。","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=nesSN20260225231725a4c7c4ca&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225231725a4c7c4ca&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0683600562.USD","LU1069344957.HKD","LU2360108059.USD","LU2430703251.USD","LU0545039389.USD","LU0353189680.USD","LU2360106780.USD","LU2461242641.AUD","LU2264538146.SGD","LU1934455863.HKD","GB00BDT5M118.USD","LU2750360997.AUD","IE00B4JS1V06.HKD","LU2087625088.SGD","BK4527","LU2403377893.USD","IE00BD6J9T35.USD","LU0316494557.USD","LU0069063385.USD","IE00BZ1G4Q59.USD","LU0234570918.USD","SG9999015952.SGD","SG9999011175.SGD","BK4504","LU2125154778.USD","LU2237957811.SGD","LU0957808578.USD","IWO","LU1992135399.USD","SSO","IE0002270589.USD","LU2242650005.HKD","IE00BWXC8680.SGD","LU2023250330.USD",".SPX","LU1551013342.USD","TNA","ORCL","IE00B5949003.HKD","LU2063271972.USD","LU2746668461.USD","LU2211814178.USD","LU0354030511.USD","LU1778281490.HKD","IE00BK4W5L77.USD","LU2764263039.SGD","LU2106854487.HKD","LU0719512351.SGD","ASMG","LU2242649171.HKD","IE00BZ9MQY76.HKD","LU2462157665.USD","AVGO","LU0061474960.USD","LU2237443895.HKD","LU1035775433.USD","BK4575","LU0949170772.SGD","LU1935042215.USD","LU0965509283.SGD","LU1003077747.HKD","IE00BVYPNP33.GBP","LU2272731600.USD","03165","LU2322448791.USD","LU0154236417.USD","LU1242518931.SGD","IE00BVYPNV92.GBP","LU0476273544.USD","LU0345770993.USD","IE00BVYPNQ40.USD","LU0210536198.USD","LU0672654240.SGD","LU0726765562.USD","IE00BVYPNW00.USD","BK4598","IE00BYV24P56.USD","LU0708995401.HKD","LU1670628061.USD","LU1232071149.USD","LU1734074674.USD","LU0689472784.USD","SG9999003800.SGD","BK4550","LU2355687059.USD","LU0056508442.USD","IE0034235303.USD","IE00B7SZLL34.SGD","LU2860962120.EUR","LU1814569148.SGD","LU2931357623.SGD","LU1935043023.USD","LU0289739343.SGD","SGXZ23171101.USD","IE00BN29S564.USD","LU0225283273.USD","LU1815333072.USD","BK4579","BK4532","LU0203201768.USD","LU0949170426.SGD","LU1280957306.USD","LU1301847155.USD","BK4601","TZA","LU2322448957.HKD","IE00B1XK9C88.USD","AVGU","LU0823434740.USD","LU1868836757.USD","LU2237443549.SGD","LU2471134952.CNY","LU0320765059.SGD","IE00BFSS8Q28.SGD","LU0889565833.HKD","LU0127658192.USD","LU2065170008.USD","LU0861579265.USD","LU2133065610.SGD","LU2211815571.USD","IE00BLSP4239.USD","LU0466842654.USD","SG9999015986.USD","LU2065169927.USD","AVS","LU2237443978.SGD","LU1145028129.USD","LU2471134796.USD","LU1914381329.SGD","IE0001KFT4U8.USD","IE00BBT3K403.USD","IE00B42XCP33.USD","LU2764262908.HKD","AVL","LU2236285917.USD","LU0203347892.USD","LU0354030438.USD","LU0080751232.USD","LU0661504455.SGD","IE00BJJMRY28.SGD","LU0006306889.USD","SG9999004303.SGD","LU2746668974.SGD","LU1244550494.USD","BK4566","IE00B775SV38.USD","LU0784385170.HKD","LU0256863902.USD","LU1127390331.HKD","LU0251132253.USD","LU1868836914.USD","LU2756315664.SGD","LU0345768740.USD","LU0868494617.USD","BK4594","LU0823434583.USD","LU2237438978.USD","IE00B7KXQ091.USD","LU2750360641.GBP","LU2720916845.USD","SH","LU1720051017.SGD","SRTY","LU0943347566.SGD","SGXZ99366536.SGD","BK4588","LU0417517546.SGD","LU1064131342.USD","LU2023250843.SGD","LU2272731782.SGD","IE00BMPRXQ63.HKD","BK4533","LU2237443465.HKD","LU0444973449.USD","LU2108987350.USD","LU2543165471.USD","LU2592432038.USD","LU2487616109.SGD","LU0234572021.USD","LU1674673428.USD","LU2417539215.USD","LU0109392836.USD","IE00B19Z3B42.SGD","IE0004445239.USD","IE00BK4W5M84.HKD","LU0553294199.USD","LU2168563687.JPY","LU2347655073.USD","IE00BJTD4N35.SGD","LU0511384066.AUD","LU1267930730.SGD","RWM","LU0942090050.USD","LU0345770308.USD","LU2361044865.SGD","LU1868836591.USD","LU0170899867.USD","SPXU","LU1316542783.SGD","IE00B19Z3581.USD","LU2360032135.SGD","LU2361044949.HKD","LU1244550577.SGD","LU1670710661.SGD","LU0868494708.USD","LU0795875169.SGD","LU2089985449.USD","LU0203345920.USD","LU0238689110.USD","LU1815336760.USD","LU0784383803.USD","SG9999002232.USD","LU0215105999.USD","LU2473716301.USD","LU0965509101.SGD","LU0011850046.USD","IE00B19Z9Z06.USD","LU1732800096.USD","IE00BJTD4V19.USD","LU0274383776.USD","LU1935043536.SGD","LU0082616367.USD","ASMU","AVGG","IE00BLSP4452.SGD","IE00BQXX3D17.EUR","LU0784384876.USD","LU0061475181.USD","LU0124676726.USD","LU2286300806.USD","LU1992135472.HKD","LU2237443622.USD","LU2065171311.SGD","LU0795875086.SGD","IE0009356076.USD","LU1162221912.USD","LU2347655156.SGD","LU0786609619.USD","IE00BQXX3F31.USD","LU2602419157.SGD","LU0345774391.USD","BK4585","LU1670627923.USD","LU2361045086.USD","LU0097036916.USD","LU2244417387.USD","BK4553","IE0034235188.USD","LU1323610961.USD","LU1670711040.USD","LU2456880835.USD","LU1551013425.SGD","LU1623119135.USD","LU0957791311.USD","ESmain","LU1974910355.USD","LU2092937221.SGD","LU2471134879.HKD","LU1868837300.USD","LU0784385840.USD","LU1366192091.USD","SG9999015945.SGD","LU1935042488.USD","LU0048584097.USD","LU2237957902.USD","MULL","IE00BFSS7M15.SGD","LU0106261372.USD","SGXZ51526630.SGD","BK4605","LU1629891620.HKD","LU0323591593.USD","IE0004445015.USD","LU1670710588.SGD","IE00BMPRXR70.SGD","LU0348723411.USD","LU1674673691.USD","LU0057025933.USD","OEX","LU0444971666.USD","IE00BQXX3C00.GBP","LU2250418816.HKD","IVV","LU0345768153.USD","LU0912757837.SGD","LU0320765646.SGD","SG9999001424.SGD","SG9999001440.SGD","LU0820561909.HKD","LU0203202063.USD","LU0353189763.USD","LU0787776722.HKD","LU2048586759.USD","BK4141","NVDA","LU0053666078.USD","LU1989764664.SGD","SDS","BK4515","LU1988902786.USD","BK4543","IE00BMPRXN33.USD","LU2471134523.USD","LU2430703178.SGD","LU2420271590.USD","IE00B1BXHZ80.USD","LU1852331112.SGD","IE00BKPKM429.USD","UPRO","LU1868837136.USD","MUD","LU2357305700.SGD","LU1670711123.USD","IE00BJLML261.HKD","LU2272731865.HKD","LU0472753341.HKD","LU1935042991.SGD","LU2168564149.EUR","LU0979878070.USD","LU1267930813.SGD","LU1642822529.SGD","BK4534","LU2168564495.EUR","BK4554","IE00B775H168.HKD","LU0157215616.USD","LU0096362180.USD","LU2505996509.AUD","IE00BJJMRX11.SGD","AVGW","ASML","LU2463028550.USD","BK4535","IE00BN8TJ469.HKD","LU2083900584.USD","LU1732799900.SGD","TWM","MESmain","LU0642271901.SGD","LU0820561818.USD","IE00B3PB1722.GBP","LU2265009873.SGD","LU2298321311.HKD","LU2764263203.CNY","BK4512","LU0345769128.USD","IE0005OL40V9.USD","IE00B894F039.SGD","IE00BGHQDM52.EUR","AVGX","BK4612","LU1037948897.HKD","LU2756315318.SGD","UWM","LU1934455277.USD","BK4551","LU0689626769.HKD","BK4147","LU0109391861.USD","BK4559","LU2430703095.HKD","LU0096364046.USD","MU","IE00BKVL7J92.USD","LU0985320562.USD","IE00BDGV0183.EUR","LU2065171402.SGD","LU1548497426.USD","LU1989764748.USD","LU2125154935.USD","LU1244550221.USD","IE00B3S45H60.SGD","SG9999002224.SGD","SG9999015978.USD","LU2041044095.USD","LU0198837287.USD","LU0820562030.AUD","LU1153585028.USD","LU2458330243.SGD","LU1804176565.USD","LU0965509010.AUD","LU2896262040.SGD","LU2279689827.SGD","LU0079474960.USD","SGXZ81514606.USD","IE00BKDWB100.SGD","LU2458330169.SGD","LU0345769631.USD","LU0738911758.USD","LU0792757196.USD","LU1366333091.USD","LU0889566641.SGD","LU2237443382.USD","SPYI","LU0187121727.USD","LU1934455194.USD","LU1242518857.USD","LU0210528500.USD","LU2023250504.SGD","LU2213496289.HKD","LU0256863811.USD","LU1720051108.HKD","LU0640476718.USD","LU2168564222.USD","LU2168564065.EUR","LU2505996681.GBP","LU0964807845.USD","LU1803068979.SGD","MNQmain","LU2054465674.USD","IE00BMCWC346.EUR","LU2247934214.USD","IWN","LU0289961442.SGD","LU0081259029.USD","LU1037948541.HKD","LU1917777945.USD","LU1712237335.SGD","LU0210533765.USD","BK4581","IE00B19Z9P08.USD","LU0965508806.USD","IE00BGHQF631.EUR","LU0345774631.USD","OEF"],"gpt_icon":1},{"id":"2614937035","title":"美光科技(MU)升逾3% 推出24Gb容量的GDDR7顯存芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2614937035","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614937035?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 22:40","pubTimestamp":1772030454,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美光科技(MU)涨超3%，截至发稿，报431.390美元。消息面上，美光宣布推出24Gb（3GB）容量的GDDR7显存芯片。目前美光官网仅展示了28Gbps和32Gbps速率的16Gb（2GB）型号GDDR7产品。据悉，在图形处理方面，容量提升50%的GDDR7可以减少资源切换和纹理弹出，支持更大的帧缓冲区，实现更细致的环境渲染，同时减少加载过渡时间。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/MzZmY2I0ODMyNDljNDZhYjk1YmMwYzA2ZTYzZmI3NWMyMTczNjIzMDYxMjY4Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/MzZmY2I0ODMyNDljNDZhYjk1YmMwYzA2ZTYzZmI3NWMyMTczNjIzMDYxMjY4Mg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"297514","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4579","LU0154236417.USD","BK4512","LU0203347892.USD","IE00B19Z3581.USD","LU0127658192.USD","BK4533","IE0002270589.USD","BK4141","LU0642271901.SGD","IE00B7SZLL34.SGD","BK4535","GB00BDT5M118.USD","LU0109392836.USD","LU1852331112.SGD","BK4543","LU2458330243.SGD","LU0082616367.USD","LU0274383776.USD","LU0792757196.USD","LU1316542783.SGD","BK4605","IE00B19Z3B42.SGD","LU1323610961.USD","BK4554","LU0081259029.USD","LU1267930813.SGD","MULL","BK4566","IE00B5949003.HKD","MU","BK4527","LU0203345920.USD","LU0157215616.USD","LU2250418816.HKD","LU1366333091.USD","LU2286300806.USD","BK4585","LU2048586759.USD","MUD","LU0889565833.HKD","LU0889566641.SGD","LU0719512351.SGD","BK4588","BK4553","IE0009356076.USD","LU2211815571.USD","LU2931357623.SGD","LU1803068979.SGD","BK4575","LU2089985449.USD","LU0056508442.USD","LU2458330169.SGD","LU2360106780.USD","BK4532"],"gpt_icon":0},{"id":"2614076704","title":"售罄！漲價! 存儲廠商訂單爆滿","url":"https://stock-news.laohu8.com/highlight/detail?id=2614076704","media":"与非网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614076704?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 16:51","pubTimestamp":1772009476,"startTime":"0","endTime":"0","summary":"售罄、涨价、订单从2026排到2027……明确表态产能售罄的厂商不少。美光2026年所有HBM产能也已全部售罄，并预计HBM总潜在市场将在2028年将达到1000亿美元。该公司认为，全球存储器产业已彻底转向卖方市场，2026年价格涨势将贯穿全年。有机构认为，2026年一季度以来，各类存储产品价格环比急剧上涨，目前在能见度范围内今年存储价格持续上涨可期，同时2026年全球新增供给有限，预计存储紧缺趋势将延续至2027年。","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=nesSN20260225170728a4c696a2&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225170728a4c696a2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0081259029.USD","IE0009356076.USD","LU2286300806.USD","BK4579","MULL","BK4566","MUD","LU2458330169.SGD","LU0056508442.USD","LU0642271901.SGD","BK4527","LU2360106780.USD","IE00B5949003.HKD","LU0082616367.USD","LU0274383776.USD","BK4575","LU0889566641.SGD","GB00BDT5M118.USD","LU1267930813.SGD","BK4533","BK4543","MU","LU1366333091.USD","BK4605","IE00B7SZLL34.SGD","LU2211815571.USD","BK4588","LU2048586759.USD","BK4141","BK4554","LU2458330243.SGD","LU0127658192.USD","LU0203345920.USD","BK4512","LU1323610961.USD","LU1803068979.SGD","LU0154236417.USD","BK4532","IE00B19Z3581.USD","LU0157215616.USD","BK4553","LU2250418816.HKD","STX","BK4585","IE00B19Z3B42.SGD","LU0109392836.USD","LU1852331112.SGD","LU0203347892.USD","LU2931357623.SGD","LU1316542783.SGD","LU2089985449.USD","LU0719512351.SGD","LU0792757196.USD","LU0889565833.HKD","IE0002270589.USD"],"gpt_icon":1},{"id":"2614093177","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2614093177","media":"与非网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614093177?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 15:50","pubTimestamp":1772005818,"startTime":"0","endTime":"0","summary":"2026年开年，存储市场就进入了前所未有的涨价通道。价格飙涨的背后，是一场由AI主导的供需重构。需求增长26%，供应仅增21%，这一剪刀差正在改写存储产业的游戏规则。高盛预计，2026年HBM市场规模将达540亿美元，2027年进一步攀升至750亿美元。高盛将2026年称为“15年来最紧张的年份”，SK海力士判断“涨价将贯穿全年”。","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=nesSN20260225160316a71d381f&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225160316a71d381f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["MULL","BK4553","BK4566","LU0274383776.USD","LU0889566641.SGD","IE00B7SZLL34.SGD","BK4533","LU1366333091.USD","MU","BK4543","LU0109392836.USD","BK4588","LU1803068979.SGD","LU2286300806.USD","LU0056508442.USD","LU0082616367.USD","BK4168","LU0642271901.SGD","BK4141","LU2089985449.USD","LU0719512351.SGD","BK4575","BK4579","IE00B5949003.HKD","MUD","LU2458330169.SGD","GB00BDT5M118.USD","LU0127658192.USD","LU1267930813.SGD","LU0203347892.USD","IE00B19Z3581.USD","LU0889565833.HKD","BK4585","IE00B19Z3B42.SGD","LU1323610961.USD","LU2048586759.USD","BK4512","LU0081259029.USD","BK4605","BK4527","HBM","LU1852331112.SGD","LU2211815571.USD","BK4532","GS","LU2250418816.HKD","LU0154236417.USD","LU2458330243.SGD","LU2360106780.USD","LU2931357623.SGD","LU0792757196.USD","IE0009356076.USD","LU0203345920.USD","LU1316542783.SGD","IE0002270589.USD","LU0157215616.USD","BK4554"],"gpt_icon":1},{"id":"2614034817","title":"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！","url":"https://stock-news.laohu8.com/highlight/detail?id=2614034817","media":"私募排排网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614034817?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 15:00","pubTimestamp":1772002800,"startTime":"0","endTime":"0","summary":"从持股动向来看，2025年四季度加仓标的占26只，减仓标的占17只。桥水基金的前2大重仓标的均为标普500ETF，合计持股市值高达59亿美元，占其持仓的22%，属于其组合的“压舱石”，其跟踪的标普500指数在2026年1月底再创历史新高。除ETF外，桥水基金的第一大重仓公司为英伟达。2025年末，桥水基金持有386.52万股英伟达，持股市值约为7.21亿美元。大幅减持特斯拉头部私募实控人高校背景大揭秘！2月券商金股出炉！","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=nesSN20260225151545a71d0584&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225151545a71d0584&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0345768153.USD","LU2077746001.SGD","IE00BQXX3C00.GBP","IE00B19Z8X17.USD","3NVD.UK","LU0029864427.USD","LU1035775433.USD","LU2326559502.SGD","LU0985320562.USD","IE00B775H168.HKD","LU2054465674.USD","SG9999015952.SGD","BK4587","LU0127658192.USD","IE00BMPRXQ63.HKD","LU2065171402.SGD","BK4533","LU1935043536.SGD","LU1267930490.SGD","LU1868836757.USD","LU0494093205.USD","LU2361044865.SGD","LU2028103732.USD","LU0265550946.USD","LU0308772762.SGD","IE0034235303.USD","LU2092937148.SGD","LU2063271972.USD","LU2083900584.USD","LU0215105999.USD","LU2403377893.USD","LU2048586759.USD","LU1803068979.SGD","LU0868494617.USD","LU1720051108.HKD","LU1633808545.USD","LU1868836591.USD","LU1951198990.SGD","LU0417517546.SGD","SGXZ81514606.USD","BK4614","BK4141","LU1691799644.USD","LU2552382215.SGD","LU0672654240.SGD","LU0868494708.USD","LU1989772840.SGD","LU2322448957.HKD","LU0683600562.USD","HK0000320264.USD","LU2272731600.USD","LU0820561818.USD","NVD3.UK","LU2087621335.USD","IE000W1ABFV2.USD","IE00BMPRXN33.USD","LU0957791311.USD","LU0048584097.USD","NVDS.UK","LU0345770993.USD","LU0528227936.USD","LU1551013342.USD","NVII","LU2452424414.USD","LU0861579265.USD","BK4503","HK0000306685.HKD","HK0000320223.HKD","IE00B1BXHZ80.USD","BK4579","SNVD.UK","LU2168564222.USD","LU0964807845.USD","LU2023250330.USD","SG9999015986.USD","LU0823434583.USD","LU2242649171.HKD","IE0009356076.USD","LU0965509010.AUD","IE00BN29S564.USD","LU2125909593.SGD","LU1868836914.USD","IE00B3S45H60.SGD","LU2552382058.USD","NVDU","SG9999002224.SGD","IE00BKDWB100.SGD","LU2505996681.GBP","LU2249611893.SGD","LU0154236417.USD","LU2750360997.AUD","IE0004445239.USD","LU2505996509.AUD","LU0979878070.USD","LU1366192091.USD","LU0070217475.USD","LU0820561909.HKD","LU1861127337.USD","IE0004086264.USD","BK4548","BK4554","LU0889566641.SGD","LU2089985449.USD","LU0081259029.USD","LU1804176565.USD","LU1935042991.SGD","LU0640476718.USD","NVDA","LU1914381329.SGD","LU1037948897.HKD","IE00BQXX3D17.EUR","LU2592432038.USD","2NVD.UK","LU1923622614.USD","LU0289739343.SGD","IE00BJJMRY28.SGD","LU2552382132.HKD","IE0004091025.USD","LU0265550359.USD","LU1316542783.SGD","LU0077335932.USD","LU1951200564.SGD","LU2265009873.SGD","LU2456880835.USD","LU1242518857.USD","LU2065169927.USD","LU2506951792.HKD","LU0787776722.HKD","LU1066051225.USD","LU2413666699.HKD","LU0096362180.USD","IE00BYXW3230.USD","NVD","LU1992135399.USD","BK4553","LU2211815571.USD","SG9999017495.SGD","NVDQ","BK4534","NVD2.UK","LU0310799852.SGD","NVDS","LU1983260115.SGD","MUD","BK4543","LU0965508806.USD","LU1989772923.USD","LU0345769631.USD","LU1934455863.HKD","IE0034235295.USD","LU0823421416.USD","LU0106261372.USD","LU0289961442.SGD","LU2089284900.SGD","MULL","LU0157215616.USD","SG9999014906.USD","LU0708994859.HKD","LU2242650005.HKD","NVIW.SI","LU2250418816.HKD","LU1145028129.USD","LU1839511570.USD","BK4529","LU0107464264.USD","IE00B7KXQ091.USD","LU0210536198.USD","LU2360107168.USD","LU2168564495.EUR","IE00BJLML261.HKD","SG9999014567.USD","LU2361044949.HKD","LU2286300806.USD","LU2065171311.SGD","LU2111349929.HKD","LU1778281490.HKD","LU2237957902.USD","LU0320765059.SGD","LU2237438978.USD","LU1571399168.USD","LU1551013425.SGD","LU1814569148.SGD","LU1935043023.USD","LU0511384066.AUD","LU2750360641.GBP","LU2458330169.SGD","LU0203202063.USD","LU1232071149.USD","LU1064131342.USD","LU2420271590.USD","LU0124676726.USD","IE00BMPRXR70.SGD","IE00BJTD4V19.USD","LU0158827948.USD","LU2089283258.USD","NVDX","LU0198837287.USD","LU0323591593.USD","LU1935042488.USD","IE00BWXC8680.SGD","LU0211327993.USD","LU0210528500.USD","HK0000306701.USD","SGXZ31699556.SGD","BK4512","ANV","LU2896262040.SGD","LU0006306889.USD","LU0708995401.HKD","LU0109392836.USD","LU2092627202.USD","BK4588","LU1267930730.SGD","LU0348723411.USD","LU0072462426.USD","MU","LU0096364046.USD","BK4585","LU2168564149.EUR","LU2237957811.SGD","BK4581","LU2357305700.SGD","SG9999015978.USD","IE00B3M56506.USD","LU2294711713.HKD","SGXZ23171101.USD","LU2168563687.JPY","LU0689626769.HKD","LU0882574139.USD","LU0234572021.USD","LU0061474960.USD","LU1496350171.SGD","LU2746668461.USD","LU0719512351.SGD","IE00BJTD4N35.SGD","SG9999014898.SGD","LU0251132253.USD","LU0053666078.USD","LU2433249047.HKD","BK4598","IE00B19Z3B42.SGD","LU1989764664.SGD","BK4592","LU1821325948.USD","BK4608","LU2746668974.SGD","IE00B19Z3581.USD","LU0238689110.USD","LU0345770308.USD","LU1119994496.HKD","LU0345768740.USD","LU2125909916.SGD","SG9999000418.SGD","LU0211328371.USD","LU0965509101.SGD","LU2491049909.HKD","LU1718418525.SGD","LU0345769128.USD","LU1629891620.HKD","LU1861215975.USD","LU2487616109.SGD","LU2125154778.USD","LU1153585028.USD","LU1992135472.HKD","LU0175139822.USD","IE00BZ199S13.USD","LU0823414478.USD","LU2931357623.SGD","LU2471134523.USD","LU0234570918.USD","LU1242518931.SGD","SG9999015945.SGD","IE0003U64NQ7.SGD","IE00BK4W5M84.HKD","LU0353189763.USD","LU0061475181.USD","LU2756315318.SGD","LU0476273544.USD","IE00B19Z9505.USD","LU0203201768.USD","IE000KEQY171.SGD","BK4532","LU1989764748.USD","LU0354030438.USD","IE00B7SZLL34.SGD","HK0000914660.USD","LU1934455277.USD","LU1548497426.USD","LU0203347892.USD","IE0005OL40V9.USD","IE0002270589.USD","LU2244417387.USD","IE000ITXATA3.USD","LU2417539215.USD","LU2023250504.SGD","LU1642822529.SGD","LU1868837300.USD","LU2213496289.HKD","LU0823421333.USD","LU0557290698.USD","LU0061474705.USD","SG9999004303.SGD","LU0079474960.USD","LU1791710400.SGD","BK4575","LU1116320901.HKD","LU0109391861.USD","IE00B19Z8W00.USD","IE00B775SV38.USD","SG9999014559.SGD","IE00BHPRN162.USD","LU0943347566.SGD","LU0274383776.USD","IE00B5949003.HKD","BK4566","IE00BQXX3F31.USD","LU0056508442.USD","LU1127390331.HKD","LU1496350502.SGD","LU0057025933.USD","IE00B4YYXB79.USD","LU1934455194.USD","LU1988902786.USD","LU2023251221.USD","NVDB","LU1923623000.USD","LU1623119135.USD","IE0001KFT4U8.USD","LU1066051498.USD","LU1720051017.SGD","SG9999018857.SGD","IE00BZ1G4Q59.USD","IE00BDCRKT87.USD","LU2125909759.SGD","LU1917777945.USD","LU0689472784.USD","LU0276348264.USD","LU0266013472.USD","LU2361045086.USD","LU0823434740.USD","LU2602419157.SGD","LU0466842654.USD","LU2106854487.HKD","NVDW","LU1674673691.USD","HK0000914686.HKD","IE0034235188.USD","LU0724617625.USD","LU2065170008.USD","IE00B1XK9C88.USD","LU1066053197.SGD","LU2360106780.USD","BK4550","LU0289960550.SGD","LU2264538146.SGD","LU0158827781.USD","LU0792757196.USD","LU1429558221.USD","LU2357125470.USD","LU0353189680.USD","LU2471134879.HKD","BK4612","SG9999018865.SGD","LU1084165304.USD","LU1861220033.SGD","LU0203345920.USD","LU0642271901.SGD","LU1935042215.USD","LU2430703251.USD","IE00BJJMRX11.SGD","LU1261432733.SGD","LU0889565833.HKD","LU2458330243.SGD","LU2272731865.HKD","IE00B3SWFQ91.USD","LU1435385759.SGD","SG9999014542.SGD","IE00BKVL7J92.USD","LU0347712357.USD","LU0080751232.USD","LU1674673428.USD","IE00BD6J9T35.USD","LU2290526834.HKD","LU2271345857.HKD","SG9999014914.USD","LU0444971666.USD","LU1037948541.HKD","DIPS","LU0957808578.USD","LU1712237335.SGD","LU2461242641.AUD","LU1815333072.USD","LU0082616367.USD","LU0310800379.SGD","LU0342679015.USD","LU0128525929.USD","SGXZ51526630.SGD","IE00BK4W5L77.USD","IE00B4JS1V06.HKD","LU1280957306.USD","LU1366333091.USD","LU2087625088.SGD","LU0094547139.USD","BK4605","SG9999002232.USD","SG9999014575.USD","LU0823414551.USD","LU1267930813.SGD","IE00BFSS7M15.SGD","NVDG","BK4551","SG9999001424.SGD","LU2471134952.CNY","LU1868837136.USD","NVDD","IE000YTNTUN2.SGD","LU0965509283.SGD","LU1791710582.SGD","LU2462157665.USD","LU0170899867.USD","SGXZ99366536.SGD","LU0390134368.USD","IE00BDRTCR15.USD","LU1815336760.USD","LU2860962120.EUR","IE0004445015.USD","LU1923622291.USD","LU2360032135.SGD","LU2322448791.USD","LU1244550221.USD","LU0225283273.USD","LU2413666426.HKD","LU2471134796.USD","LU2125909247.SGD","LU2543165471.USD","LU2272731782.SGD","LU2463028550.USD","SG9999015341.SGD","LU1066051811.HKD","GB00BDT5M118.USD","LU0256863902.USD","LU1267930573.SGD","LU1699723380.USD","BK4567","LU1244550494.USD","LU0097036916.USD","LU0256863811.USD","LU2381873111.SGD","BK4549","LU2097344431.USD","LU0820562030.AUD","LU2491050154.USD","LU1116320737.USD","LU0011850046.USD","SG9999015358.SGD","SG9999014880.SGD","LU0267386448.USD","LU2125154935.USD","IE00BKPKM429.USD","LU0786609619.USD","LU1069344957.HKD","LU1323610961.USD","LU2756315664.SGD","LU0444973449.USD","LU1974910355.USD","LU2247934214.USD","LU0942090050.USD","LU2430703178.SGD","IE0009G5SDU7.USD","LU1244550577.SGD","LU0788109477.HKD","LU2430703095.HKD","LU2108987350.USD","LU2191332357.HKD","LU0187121727.USD","IE00BFSS8Q28.SGD","LU0316494557.USD","LU0472753341.HKD","LU2097344357.USD","LU2168564065.EUR","LU0210533765.USD","BK4527","NVDY","LU0069063385.USD","LU2236285917.USD","LU1852331112.SGD","LU0354030511.USD","LU2473716301.USD","LU1721428933.USD","LU2491050071.SGD"],"gpt_icon":1},{"id":"2613491710","title":"美光科技盤中異動 大幅上漲3.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613491710","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613491710?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 22:30","pubTimestamp":1771943426,"startTime":"0","endTime":"0","summary":"北京时间2026年02月24日22时30分，美光科技股票出现异动，股价急速拉升3.05%。截至发稿，该股报433.83美元/股，成交量153.303万股，换手率0.14%，振幅1.30%。美光科技股票所在的半导体行业中，整体涨幅为0.00%。其相关个股中，Axt Inc、美国超威公司、南茂科技涨幅较大，美国超威公司、Ideal Power Inc.、Axt Inc较为活跃，换手率分别为0.75%、0.66%、0.61%，振幅较大的相关个股有Smartkem, Inc.、Mobix Labs, Inc.、Axt Inc，振幅分别为6.94%、6.90%、5.12%。","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=nesSN20260224223026a71a50e5&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224223026a71a50e5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["MUD","BK4141","IE00B19Z3581.USD","LU2089985449.USD","BK4566","LU0642271901.SGD","LU2286300806.USD","MULL","LU2250418816.HKD","BK4543","BK4588","BK4554","BK4533","LU0127658192.USD","LU2048586759.USD","LU0719512351.SGD","BK4579","BK4553","IE00B5949003.HKD","GB00BDT5M118.USD","LU0082616367.USD","IE00B7SZLL34.SGD","LU0157215616.USD","LU0203345920.USD","LU0154236417.USD","LU1803068979.SGD","LU0081259029.USD","BK4575","BK4585","IE00B19Z3B42.SGD","LU2458330243.SGD","LU0889565833.HKD","LU2931357623.SGD","LU0889566641.SGD","BK4532","LU0792757196.USD","LU1316542783.SGD","LU2458330169.SGD","BK4512","BK4527","LU0056508442.USD","LU1852331112.SGD","LU2360106780.USD","LU0274383776.USD","LU1323610961.USD","BK4605","IE0002270589.USD","LU1366333091.USD","LU2211815571.USD","IE0009356076.USD","LU1267930813.SGD","MU","LU0203347892.USD","LU0109392836.USD"],"gpt_icon":1},{"id":"2613715886","title":"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","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, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224195345a719d571&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1366333091.USD","LU0792757196.USD","LU1803068979.SGD","LU2360106780.USD","LU1316542783.SGD","IE00B7SZLL34.SGD","BK4512","LU2458330243.SGD","LU2048586759.USD","LU2211815571.USD","BK4532","BK4605","BK4141","BK4579","BK4575","IE0002270589.USD","IE00B19Z3B42.SGD","MU","BK4588","LU0081259029.USD","LU2286300806.USD","LU0889566641.SGD","BK4543","LU0719512351.SGD","MUD","IE0009356076.USD","LU0203345920.USD","LU0109392836.USD","LU2458330169.SGD","LU0082616367.USD","LU0889565833.HKD","BK4527","GB00BDT5M118.USD","LU0154236417.USD","LU2931357623.SGD","MULL","LU0274383776.USD","IE00B19Z3581.USD","IE00B5949003.HKD","BK4533","LU2250418816.HKD","LU0642271901.SGD","LU1267930813.SGD","LU2089985449.USD","BK4554","LU0203347892.USD","BK4566","LU0157215616.USD","LU0056508442.USD","LU1852331112.SGD","LU1323610961.USD","BK4553","LU0127658192.USD","BK4585"],"gpt_icon":0},{"id":"2613712861","title":"洞見 | 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, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602242129079541d201&s=b","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":"tencent","symbols":["LU2931357623.SGD","TSM","MUD","LU0109392836.USD","IE00B7SZLL34.SGD","LU1852331112.SGD","LU0203347892.USD","INTC","BK4533","BK4588","IE0002270589.USD","LU2211815571.USD","NVDA","MULL","LU0127658192.USD","BK4553","LU1366333091.USD","AMD","BK4575","LU0274383776.USD","LU0642271901.SGD","LU1316542783.SGD","LU0056508442.USD","LU1323610961.USD","BK4527","LU2458330169.SGD","IE00B19Z3581.USD","LU1803068979.SGD","LU0719512351.SGD","BK4554","BK4605","BK4512","GB00BDT5M118.USD","MU","BK4141","BK4532","IE00B19Z3B42.SGD","IE0009356076.USD","LU2250418816.HKD","LU0154236417.USD","BK4566","LU2360106780.USD","LU0081259029.USD","LU0792757196.USD","LU0889565833.HKD","LU0203345920.USD","BK4585","LU2458330243.SGD","LU2089985449.USD","BK4535","BK4543","LU1267930813.SGD","LU2286300806.USD","BK4579","LU0082616367.USD","LU0889566641.SGD","LU2048586759.USD","LU0157215616.USD","IE00B5949003.HKD"],"gpt_icon":1},{"id":"2613914761","title":"2000億投入存儲芯片！美光科技大手筆擴產","url":"https://stock-news.laohu8.com/highlight/detail?id=2613914761","media":"满天芯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613914761?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133245a7187536&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"2000亿投入存储芯片！美光科技大手笔扩产","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2458330169.SGD","BK4575","IE00B7SZLL34.SGD","LU2931357623.SGD","LU0082616367.USD","IE00B5949003.HKD","LU0056508442.USD","LU2211815571.USD","BK4512","LU1267930813.SGD","LU0642271901.SGD","LU0719512351.SGD","BK4533","BK4554","LU1803068979.SGD","BK4579","GB00BDT5M118.USD","LU2089985449.USD","BK4605","MU","BK4588","LU0203345920.USD","BK4532","LU0154236417.USD","LU0127658192.USD","LU1852331112.SGD","LU0274383776.USD","LU0889566641.SGD","LU0157215616.USD","BK4585","LU2048586759.USD","LU1316542783.SGD","LU0109392836.USD","MUD","MULL","LU2286300806.USD","LU0889565833.HKD","LU0081259029.USD","BK4141","LU2250418816.HKD","BK4553","LU0203347892.USD","LU2360106780.USD","IE0002270589.USD","BK4527","LU0792757196.USD","IE00B19Z3B42.SGD","LU1323610961.USD","LU1366333091.USD","LU2458330243.SGD","IE00B19Z3581.USD","BK4566","IE0009356076.USD","BK4543"],"gpt_icon":0},{"id":"2613769742","title":"不聯網的AI，殺瘋了...","url":"https://stock-news.laohu8.com/highlight/detail?id=2613769742","media":"思哲与创富","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613769742?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224133308a4c18efb&s=b","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":"tencent","symbols":["LU0274383776.USD","BK4566","LU1316542783.SGD","IE00B19Z3581.USD","MU","BK4533","LU2211815571.USD","LU0203347892.USD","LU0127658192.USD","LU1366333091.USD","LU2360106780.USD","LU1267930813.SGD","BK4605","BK4535","GB00BDT5M118.USD","LU2931357623.SGD","LU2048586759.USD","LU2286300806.USD","LU0157215616.USD","BK4141","LU2458330169.SGD","LU2458330243.SGD","IE00B7SZLL34.SGD","BK4527","BK4588","IE0002270589.USD","LU0081259029.USD","LU2250418816.HKD","BK4575","LU1852331112.SGD","LU0154236417.USD","IE0009356076.USD","BK4579","BK4553","BK4554","IE00B5949003.HKD","MUD","LU0719512351.SGD","BK4585","LU0889565833.HKD","LU0203345920.USD","LU1803068979.SGD","BK4532","LU1323610961.USD","MULL","BK4543","IE00B19Z3B42.SGD","LU0082616367.USD","LU0109392836.USD","LU0642271901.SGD","LU0056508442.USD","LU0889566641.SGD","LU0792757196.USD","LU2089985449.USD","BK4512"],"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}