美股詳情

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閃迪

677.86

-24.6200-3.50%

盤後：667.65-10.2100-1.51%19:59 EDT

成交量：2,061.87萬

成交額：137.85億

市值：1,003.23億

市盈率：-90.74

高：687.22

開：651.00

低：638.00

收：702.48

52周最高：777.60

52周最低：27.89

股本：1.48億

流通股本：1.37億

量比：1.00

換手率：15.01%

股息：- -

股息率：- -

每股收益(TTM):-7.4700

每股收益(LYR):-11.3172

淨資產收益率：-9.37%

總資產收益率：5.87%

市淨率：9.82

市盈率(LYR):-59.90

資料載入中...

總覽公司新聞資訊公告

谷歌發布KV緩存壓縮技術，存儲需求預期遭衝擊，美股存儲板塊集體下挫

华尔街见闻

10億美元入股！閃迪收購南亞科技1.39億股，加碼DRAM佈局

华尔街见闻

美股存儲概念股集體重挫！閃迪跌超6%，西部數據、希捷科技跌超5%

老虎资讯综合

異動解讀 | 閃迪盤中大跌7.28%，10億美元入股南亞科技引發市場擔憂

美股存儲概念股盤前集體走低！閃迪跌超5%，美光科技、西部數據跌超2%

老虎资讯综合

異動解讀 | 10億美元入股南亞科技，閃迪盤前大跌5.51%

從根本上改變工作方式、價值創造模式、決策機制--AI正加速顛覆一切

华尔街见闻

美股「七巨頭」蔫了？華爾街如今只認這一「硬核」賽道

美股夜盤 | Netgear升逾15%，光通信股Applied小幅續漲；存儲概念股走低，閃迪跌超2%

老虎资讯综合

異動解讀 | 美銀上調目標價至900美元，閃迪盤中大漲5.03%

還沒到「投降」時刻！高盛警告：AI或是最後的拋售來源

华尔街见闻

一周美股牛榜 | Ciena科技本周升近14%創新高，阿帕契周內飆升14%，達美航空上調預期漲近8%，存儲股本周亮眼，西部數據周升近8%

老虎资讯综合

異動解讀 | 存儲概念普跌，閃迪盤中大跌7.43%

存儲概念普跌閃迪、西部數據跌5.9%

美股成交額TOP 20 | 光通信概念股逆勢走強，Lumentum升逾10%；美光科技跌近4%，高額支出計劃引擔憂；閃迪連漲五日，股價續刷歷史新高

环球市场播报

花旗上調閃迪目標價至875美元

異動解讀 | 美光高額支出計劃引擔憂，存儲板塊普跌拖累閃迪盤前大跌5.05%

美光盤前跌超4%，Q2財報強勁，但高額支出計劃引擔憂

老虎资讯综合

美股夜盤 | 存儲概念股普跌，美光科技績後跌超4%；無人機概念股Swarmer續漲逾5%

老虎资讯综合

美股成交額TOP 20 | 「七巨頭」齊挫，亞馬遜跌超2%；閃迪逆市升逾4%，股價創歷史新高；光通信多股走強，Lumentum漲近8%

环球市场播报

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20:06","pubTimestamp":1774440378,"startTime":"0","endTime":"0","summary":"闪迪旗下子公司闪迪科技将以约10亿美元，通过私募方式购入南亚科技约1.39亿股股份。作为交易的配套安排，南亚科技将依据一项多年战略供应协议，向闪迪科技提供DRAM产品，这标志着双方从单纯买卖关系迈向深度战略绑定。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/1ddb1fe92fa72d346ec970f3af720789","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/1ddb1fe92fa72d346ec970f3af720789"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3768373","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3768373","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"10亿美元入股！闪迪收购南亚科技1.39亿股，加码DRAM布局","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0054578231.USD","SNXX","BK4170","SNDK","LU0963586101.USD"],"gpt_icon":1},{"id":"1155845440","title":"美股存儲概念股集體重挫！閃迪跌超6%，西部數據、希捷科技跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155845440","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155845440?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 21:46","pubTimestamp":1774446415,"startTime":"0","endTime":"0","summary":"3月25日，美股存储概念股集体重挫，闪迪跌超6%，$西部数据(WDC)$、$希捷科技(STX)$跌超5%，$美光科技(MU)$跌超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDCX","LU0054578231.USD","LU1815336760.USD","LU0444973449.USD","LU0203347892.USD","LU0006061336.USD","BK4170","BK4512","LU1069347547.HKD","BK4588","LU1823568750.SGD","BK4585","LU1035773651.USD","GB00BDT5M118.USD","LU0081259029.USD","LU0203345920.USD","WDC","IE00B894F039.SGD","LU1642822529.SGD","LU1670628061.USD","SNDK","LU0963586101.USD","LU1046421795.USD","LU0476273544.USD","LU1235294995.USD","SNXX","IE00B19Z9P08.USD","LU0444971666.USD","LU0957808578.USD","IE00B19Z9Z06.USD","STX","LU1670627923.USD"],"gpt_icon":0},{"id":"1102548191","title":"異動解讀 | 閃迪盤中大跌7.28%，10億美元入股南亞科技引發市場擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1102548191","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102548191?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 21:37","pubTimestamp":1774445859,"startTime":"0","endTime":"0","summary":"闪迪今日盘中股价大幅下跌7.28%，引起了投资者的广泛关注。消息面上，闪迪旗下子公司宣布将以约10亿美元，通过私募方式购入南亚科技约1.39亿股股份，收购价格较南亚科技30日均价折让15%。市场分析认为，这项大规模的战略投资可能引发了投资者对公司资本运用效率及短期财务影响的担忧，从而导致股价承压下跌。根据交易安排，入股完成后闪迪科技将持有南亚科技约3.9%的流通股，双方也将签订多年战略供应协议，旨在绑定关键存储芯片供应链。尽管此举被视为长期战略布局，但市场短期内对资本支出和投资回报的疑虑主导了股价走势。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1176815416","title":"美股存儲概念股盤前集體走低！閃迪跌超5%，美光科技、西部數據跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176815416","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176815416?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 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20:25","pubTimestamp":1774355159,"startTime":"0","endTime":"0","summary":"后者今年全线下跌，相关指数累计跌幅达10%。Thummel指出，这类个股恰好契合当下华尔街热捧的“重资产、低淘汰”投资主线。美光虽因上周财报引发市场对其激进扩产计划的担忧，股价回落12%，但2026年全年仍大涨42%，跻身涨幅前二十五。他上周表示，未来数年公司AI芯片销售额有望突破万亿美元，这意味着AI领域投入持续加码，将长期支撑高需求，对存储板块投资者而言无疑是重大利好。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d43b391073e2086028879e005c6da4d1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418209.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["STX","WDC","MU","SNDK"],"gpt_icon":1},{"id":"1166410186","title":"美股夜盤 | Netgear升逾15%，光通信股Applied小幅續漲；存儲概念股走低，閃迪跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166410186","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166410186?lang=zh_tw&edition=fundamental","pubTime":"2026-03-24 09:03","pubTimestamp":1774314218,"startTime":"0","endTime":"0","summary":"3月24日，美股夜盘时段，通讯设备公司Netgear涨超15%，美国FCC禁止进口新款外国制造消费级路由器；光通信股$Applied Optoelectronics(AAOI)$续涨1%，该股上个交易日收涨超9%，公司获得800G数据中心收发器的新订单；存储概念股走低，$闪迪(SNDK)$跌超2%，$美光科技(MU)$、$西部数据(WDC)$跌超1%，$希捷科技(STX)$跌近1%。","market":"us","thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8adbb64e48451f7cdc6b7e6a049bd402","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4170","LU0054578231.USD","SNDK","MU","LU0963586101.USD"],"gpt_icon":0},{"id":"1172261292","title":"異動解讀 | 美銀上調目標價至900美元，閃迪盤中大漲5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172261292","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172261292?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 22:27","pubTimestamp":1774276040,"startTime":"0","endTime":"0","summary":"闪迪（SNDK）今日盘中股价大幅上涨5.03%，引起了市场的广泛关注。消息面上，美银（美国银行）在盘前发布报告，将闪迪的目标价从850美元上调至900美元。分析师上调目标价通常被视为对公司未来增长前景的积极看法，这一举措显著增强了投资者对闪迪的信心，成为推动其股价在交易时段内走强的主要动力。此外，存储芯片板块近期整体表现活跃。根据公开市场信息，包括闪迪在内的多只存储股在上周均录得可观涨幅，显示出市场对该领域的关注度提升，这也为闪迪今日的强势表现提供了有利的市场环境。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"2621722744","title":"還沒到「投降」時刻！高盛警告：AI或是最後的拋售來源","url":"https://stock-news.laohu8.com/highlight/detail?id=2621722744","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621722744?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 18:44","pubTimestamp":1774262682,"startTime":"0","endTime":"0","summary":"高盛表示，美股虽已启动去风险化，但尚未触发“投降式”出逃，下行压力未出清。当前标普500进入负Gamma区，波动加剧。数据显示超卖程度远不及历史底部，系统性资金仍有潜在抛压。值得警惕的是，周期股已遭连续清算，而持仓处于高位的AI板块与“Mag7”已成最后堡垒，若市场需进一步融资避险，AI复合体或将面临剧烈补跌。","market":"us","thumbnail":"https://static.tigerbbs.com/81adf540cba6da463427935171476047","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/81adf540cba6da463427935171476047"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3768142","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"405e6c8b121f4d6cd8865a2775aea379","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3768142","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RGTI","SNPS","LU1804176565.USD","LU0096364046.USD","LU2750360641.GBP","BBAI","LU2237443549.SGD","LU2237443382.USD","BK4588","LU2237443978.SGD","APP","LU2237443465.HKD","LU2237438978.USD","QBTS","LU1668664300.SGD","SNDK","LU1868836757.USD","LU2750360997.AUD","LU2265009873.SGD","LU1894683264.USD","IBM","LU1868836914.USD","IE00BSNM7G36.USD","META","STX","IE00B19Z3581.USD","MUD","IE00BFXG1179.USD","MU","IE0004091025.USD","ORCL","IE0034235188.USD","07709","LU2237443622.USD","SMCI","BK4504","LU2237443895.HKD","IE0004086264.USD","07747","SSNLF","BK4550","LU1868836591.USD","SMSD.UK","GOOGL","LU0742534661.SGD","LU2471134523.USD","QUBT","BK4585","IE00B19Z3B42.SGD","LU2471134879.HKD","LU0106831901.USD","SOUN","WDC","09347","APLD","BK4533","LU0251142724.SGD","MDB","BK4516","PLTR","IONQ","IREN","LU0061475181.USD","LU0048573561.USD","PATH","BK4552","GOOG","LU0345770993.USD","MULL","BK4127","LU1894683348.USD","LU0251131958.USD","MSFT","LU0345770308.USD","LU2471134952.CNY","IE0002270589.USD","LU1868837136.USD","LU1868837300.USD","LU2471134796.USD","CRWV","LU1791807156.HKD","MUU"],"gpt_icon":1},{"id":"1148470257","title":"一周美股牛榜 | Ciena科技本周升近14%創新高，阿帕契周內飆升14%，達美航空上調預期漲近8%，存儲股本周亮眼，西部數據周升近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148470257","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148470257?lang=zh_tw&edition=fundamental","pubTime":"2026-03-23 11:00","pubTimestamp":1774234839,"startTime":"0","endTime":"0","summary":"本周Ciena股价跃升13.8%，创下历史新高。中东供应担忧重燃推升原油价格，阿帕契、贝克休斯、哈里伯顿齐涨油气板块本周集体走强。从事油气资产勘探开发的 $阿帕契$ 实现连续8个交易日上涨，本周涨幅达13.5%。达美航空称，截至3月其普通客舱、高端舱位及常旅客业务收入均表现强劲，消费者和企业需求趋势持续改善。该航司股价本周上涨7.9%。部分芯片股本周表现亮眼，西部数据、拉姆研究、闪迪、希捷科技均升超7%多只芯片股本周显著上涨。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"39f6b36d39a50e7bb9b7aa2f780898c6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"一周美股牛榜 | Ciena科技本周升近14%创新高，阿帕契周内飙升14%，达美航空上调预期涨近8%，存储股本周...","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","APA","HAL","SNDK","DAL","BKR","LRCX","APO","STX","CIEN"],"gpt_icon":1},{"id":"1167445694","title":"異動解讀 | 存儲概念普跌，閃迪盤中大跌7.43%","url":"https://stock-news.laohu8.com/highlight/detail?id=1167445694","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167445694?lang=zh_tw&edition=fundamental","pubTime":"2026-03-20 23:32","pubTimestamp":1774020766,"startTime":"0","endTime":"0","summary":"闪迪今日盘中股价大幅下挫，跌幅达7.43%，引起了市场关注。消息面上，存储板块今日普遍走低，闪迪、西部数据、美光科技等主要存储概念股均出现不同程度下跌。市场分析认为，板块整体的负面情绪可能是导致闪迪股价随之下跌的主要原因。值得注意的是，此前有报道称，受人工智能数据存储需求推动，存储概念股近期表现强势，闪迪本周累计涨幅曾接近17%。今日的下跌可能部分反映了市场在快速上涨后的获利了结或技术性调整。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"2620730563","title":"存儲概念普跌 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存储概念普跌，闪迪跌5.92%，西部数据跌5.9%，美光科技跌2.9%，希捷科技跌2.46%，慧荣科技跌2.33%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/MWZlOWI0Y2VlNGE3Yjk5M2Y5NzBkYzExODBlYTA4MTI1NDQ2NzI2NDIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MWZlOWI0Y2VlNGE3Yjk5M2Y5NzBkYzExODBlYTA4MTI1NDQ2NzI2NDIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"298241","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":null,"symbols":["BK4566","GB00BDT5M118.USD","LU0889565833.HKD","BK4532","SIMO","IE00B19Z9Z06.USD","LU0274383776.USD","MULL","LU0642271901.SGD","BK4605","LU0476273544.USD","BK4170","LU2931357623.SGD","WDCX","LU0889566641.SGD","IE00B5949003.HKD","LU0109392836.USD","LU0792757196.USD","LU1642822529.SGD","LU2458330243.SGD","BK4512","LU1046421795.USD","MUD","LU0203347892.USD","LU0157215616.USD","LU1852331112.SGD","WDC","LU0082616367.USD","BK4553","LU0054578231.USD","LU0154236417.USD","LU0081259029.USD","LU1316542783.SGD","BK4526","LU0719512351.SGD","BK4543","LU1815336760.USD","BK4575","LU2089985449.USD","LU1823568750.SGD","IE00B7SZLL34.SGD","LU0127658192.USD","LU2360106780.USD","LU1366333091.USD","BK4141","BK4579","LU0203345920.USD","BK4588","LU0006061336.USD","BK4585","BK4533","LU2211815571.USD","LU1323610961.USD","LU2458330169.SGD","LU1670627923.USD","IE0002270589.USD","LU0444971666.USD","LU2054465674.USD","SNDK","BK4554","IE00B19Z3B42.SGD","IE0009356076.USD","LU0444973449.USD","LU0963586101.USD","LU1035773651.USD","BK4527","LU0056508442.USD","LU1235294995.USD","LU1267930813.SGD","IE00B894F039.SGD","IE00B19Z3581.USD","LU1803068979.SGD","LU2250418816.HKD","LU1670628061.USD","LU2048586759.USD","LU1069347547.HKD","LU2286300806.USD","IE00B19Z9P08.USD","LU0957808578.USD"],"gpt_icon":0},{"id":"2620279054","title":"美股成交額TOP 20 | 光通信概念股逆勢走強，Lumentum升逾10%；美光科技跌近4%，高額支出計劃引擔憂；閃迪連漲五日，股價續刷歷史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2620279054","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620279054?lang=zh_tw&edition=fundamental","pubTime":"2026-03-20 06:55","pubTimestamp":1773960900,"startTime":"0","endTime":"0","summary":"周四美股成交额第1名美光科技收跌3.78%，成交325.7亿美元。不断上升的支出计划和谨慎的投资者情绪，盖过了一份原本强劲的季度报告。在截至2月26日的季度，该公司报告营收为238.6亿美元，高于去年同期的80.5亿美元，这一增长得益于人工智能系统所用内存芯片的强劲需求。瑞银分析师Joseph Spak预测，特斯拉第一季度交付量为34.5万辆，低于他此前36万辆的预测，下调幅度约为4.2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3f3f080d571a62154d599035eeb208bc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-20/doc-inhrqptc8217819.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LITE","SNDK","MU"],"gpt_icon":1},{"id":"2620324945","title":"花旗上調閃迪目標價至875美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2620324945","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620324945?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 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| 美光高額支出計劃引擔憂，存儲板塊普跌拖累閃迪盤前大跌5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113772930","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113772930?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 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20 | 「七巨頭」齊挫，亞馬遜跌超2%；閃迪逆市升逾4%，股價創歷史新高；光通信多股走強，Lumentum漲近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620260886","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620260886?lang=zh_tw&edition=fundamental","pubTime":"2026-03-19 07:00","pubTimestamp":1773874833,"startTime":"0","endTime":"0","summary":"周三美股成交额第1名英伟达收跌0.84%，成交281.23亿美元。其中，2026年出货占比约30%至40%，2027年则提升至60%至70%。若与过去年度出货规模相比，整体出货量将实现超过10倍的成长，显示AI推理需求正快速进入规模化部署阶段。微软正评估对亚马逊和OpenAI采取法律行动。近日有报道称微软可能正逐步走向与亚马逊和OpenAI的摊牌。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"36ba4bcf9b2d6546f1592534d8a8d779","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-19/doc-inhrnemz7086551.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["LITE","AMZN","SNDK"],"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":399,"code":"91000000","status":"200"}]}}