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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
1倍做空MU ETF-Direxion
10.19
+0.0600
0.59%
盤後：
10.20
0.0095
+0.09%
19:55 EDT
成交量：
484.90萬
成交額：
4,927.35萬
市值：
2,455.74萬
市盈率：
- -
高：
10.27
開：
10.02
低：
10.02
收：
10.13
52周最高：
122.10
52周最低：
8.91
股本：
241.00萬
流通股本：
241.00萬
量比：
0.71
換手率：
201.21%
股息：
1.41
股息率：
13.85%
淨資產收益率：
--
總資產收益率：
--
市淨率：
--
市盈率(LYR):
- -
資料載入中...
總覽
公司
新聞
公告
三星計劃在2028年前後將阿斯麥(ASML.US)的頂尖光刻設備用於DRAM生產。
智通财经
·
09/08
美光股價收復「1000美元」，市場關注9月底財報
华尔街见闻
·
09/08
港股異動 | 兆易創新(03986)升逾4% 存儲芯片市場正面臨嚴重供應短缺
智通财经
·
09/08
存儲芯片概念延續反彈 盈新發展直線漲停
智通财经
·
09/08
機構：三星、SK海力士Q2 DRAM市場合計市佔達六成
格隆汇
·
09/08
美股夜盤｜存儲概念股普漲，閃迪，美光科技、SK海力士升逾2%；Bloom Energy升逾8%，將加入標普500指數
美股夜盘
·
09/08
韓國存儲雙雄庫存跌破十天
市场资讯
·
09/08
AI模型越強，存儲越吃香？OpenAI Astra重新點燃「存儲芯片交易」
华尔街见闻
·
09/08
今晚，美股休市，上個交易日存儲板塊爆發；A股今日存儲芯片概念股亦爆發，CPO、光通信概念全天走強
中新经纬
·
09/07
存儲即將三倍漲價？
格隆汇
·
09/07
打破慣例！蘋果或籤鎧俠NAND長期協議：3到5年合約無價格上限
快科技
·
09/07
數據：熱門股票盤前價差普遍走高，SOXL 較上次交易日盤後上漲 7.59%
链捕手
·
09/07
閃迪被納入MSCI，意味着什麼
可然冰的笔记
·
09/07
報告：三星擴大全球DRAM市場領先優勢，份額達39%
环球市场播报
·
09/07
長鑫科技：下半年全球DRAM產品供給仍然緊缺
智通财经
·
09/07
科技、媒體與電信板塊要聞：市場動態綜述
投资观察
·
09/07
期權大單 | 特斯拉168萬美元砸價新開賣出357.5/370雙腿CALL，英偉達開盤6分鐘賣出232.5平值CALL收83萬
期权大单
·
09/07
美光台灣勞資糾紛持續發酵，對MU和HBM供應意味着什麼？
TradingKey中文
·
09/07
TrendForce：2026 年 Q2 DRAM 產業營收季增 59.5%
链捕手
·
09/07
A股全天縮量上揚 深成指收漲1.91% 光纖概念、存儲芯片板塊走強
金吾财讯
·
09/07
更多
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DRAM市場合計市佔達六成","url":"https://stock-news.laohu8.com/highlight/detail?id=2665345030","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665345030?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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21:30","pubTimestamp":1788787800,"startTime":"0","endTime":"0","summary":"北京时间7日晚，受美国劳动节假期影响，美股休市一日。上一交易日（美东时间4日），美国三大股指小幅收跌，大型科技股多数下跌，特斯拉跌近6%；存储股表现强劲，闪迪涨超11%，SK海力士涨超8%，希捷科技涨超6%。7日，A股三大指数高开，集体收涨。截至收盘，上证指数涨0.07%，深证成指涨1.91%，创业板指大涨3.41%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609073866963826.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609073866963826.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["399300","DISK","DRMY","FTXL","BK1147","DRMP","02846","LUMA","LYTE","03188","82846","DRAM","SIXG","09747","159982","83130","83188","RAM","MUYY","FOTO","MUD","DRAL","02827","MUG","MUU","MUZ","RAMZ","03130","07233","BK4588","MULL","MIC","HBMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665231626","title":"存儲即將三倍漲價？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665231626","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665231626?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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較上次交易日盤後上漲 7.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665157343","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665157343?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 18:08","pubTimestamp":1788775694,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，在传统市场周末休市期间，交易所中永续合约类型的股票或已提前定价股市行情。据 RootData 数据显示，多数热门股票高于上次盘后水平：\n\n半导体三倍做多ETF（SOXL）现报 125.65 美元，较上次交易日盘后参考价 116.79 美元上涨 7.59%；\n闪迪（SNDK）现报 1,785.09 美元，较上次交易日盘后参考价 1,731.88 美元上涨 3.07%；\n美光科技（MU）现报 1,043.54 美元，较上次交易日盘后参考价 1,014.74 美元上涨 2.84%；\niShares半导体ETF（SOXX）现报 532.09 美元，较上次交易日盘后参考价 518.48 美元上涨 2.62%；\n英特尔（INTC）现报 98.16 美元，较上次交易日盘后参考价 95.80 美元上涨 2.46%；\nSK海力士（SKHY）现报 179.44 美元，较上次交易日收盘参考价 175.78 美元上涨 2.08%；\nVanEck半导体ETF（SMH）现报 578.73 美元，较上次交易日盘后参考价 567.05 美元上涨 2.06%；\nSpaceX（SPCX）现报 150.54 美元，较上次交易日盘后参考价 147.78 美元上涨 1.87%；\nIREN（IREN）现报 43.96 美元，较上次交易日盘后参考价 44.67 美元下跌 1.59%；\nAMD（AMD）现报 483.59 美元，较上次交易日盘后参考价 476.08 美元上涨 1.58%；\n 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17:31","pubTimestamp":1788773460,"startTime":"0","endTime":"0","summary":"市场研究机构集邦咨询周一发布的一份行业报告显示，2026年第二季度，三星电子以营收口径计算占据全球动态随机存取存储器市场39.4%的份额，在全球人工智能热潮下进一步扩大领先优势。报告显示，美国美光科技第二季度全球DRAM市场份额为23.3%，高于上一季度的22.4%；该季度营收环比上涨65.5%，达到360亿美元。集邦咨询表示，受各类存储产品出货量增长推动，全球DRAM市场第二季度总营收达1547.3亿美元，环比提升59.5%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-09-07/doc-iniqyzxx0268867.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["DRAM","DRAL","BK4588","MUD","MUU","EMXC","MIC","MUZ","RAM","DRMY","DRMP","MUYY","BK4585","MUG","RAMZ","MULL","DISK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665318181","title":"長鑫科技：下半年全球DRAM產品供給仍然緊缺","url":"https://stock-news.laohu8.com/highlight/detail?id=2665318181","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665318181?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 16:59","pubTimestamp":1788771571,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["DISK","MUYY","MUU","MIC","MUG","DRMP","RAMZ","DRAL","MUD","BK4588","MUZ","DRMY","RAM","DRAM","MULL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159080474","title":"科技、媒體與電信板塊要聞：市場動態綜述","url":"https://stock-news.laohu8.com/highlight/detail?id=1159080474","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159080474?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 16:25","pubTimestamp":1788769559,"startTime":"0","endTime":"0","summary":"涵盖科技、媒体及电信领域的最新市场快讯。本部分内容仅在道琼斯通讯社于美东时间4:20、12:20和16:50独家发布。0744 GMT - 马来亚银行证券（泰国）分析师Wasu Mattanapotchanar在一份报告中指出，Advanced Info Service近期股价回落叠加其股息收益率，为投资者创造了颇具吸引力的入场时机。该股最新报356.00泰铢，上涨2.9%。这家研究机构称，受人工智能服务器需求旺盛及供应紧张推动价格上涨影响，第二季度全球DRAM营收环比激增59.5%，达到1547亿美元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HK0000352291.HKD","LU2089985449.USD","LU2213496289.HKD","HK0000252152.HKD","LU2896262040.SGD","LU2756315318.SGD","LU2168563687.JPY","LU1674673428.USD","IE0002270589.USD","LU0109391861.USD","MIC","TTXU","HK0000352382.USD","600941","IE000M9KFDE8.USD","DBEF","LU1861215975.USD","LU2290526834.HKD","LU0820561818.USD","SG9999001424.SGD","AIS","CGGO","LU1267930813.SGD","LU2168564065.EUR","LU2048586759.USD","LU1152091168.USD","BK4575","LU2471134523.USD","LU0238689110.USD","LU2023250330.USD","BK4527","LU0039217434.USD","LU0164880469.USD","VGT","LU1145028129.USD","PQNT","SGXZ81514606.USD","IE00BWXC8680.SGD","WUGI","ASMZ","FTEC","LU2168564222.USD","ASML","LU0672654240.SGD","RULE","GB00BDT5M118.USD","SOXX","00265","MU","HK0000288743.USD","LU0097036916.USD","00941","LU2471134796.USD","MUZ","BK4512","BK4543","LU1366333091.USD","LU0353189680.USD","LU0964807845.USD","IEFA","BK1521","LU1551013342.USD","LU2750360641.GBP","LU0708995401.HKD","LU1522347837.USD","MUYY","BK4147","BK1142","SMU002609","SMU00main","LU0149721374.USD","LU0320765059.SGD","SG9999002463.SGD","IE00B19Z3581.USD","IFLR","LU0081259029.USD","LU0820562030.AUD","IE00B5949003.HKD","EMSF","LU1778281490.HKD","LU1868836914.USD","LU0823434583.USD","LU1634259391.SGD","LU2148510915.USD","HK0000288784.HKD","LU1316542783.SGD","LU2403377893.USD","LU1226287875.USD","LU1720051017.SGD","IE00BKDWB100.SGD","LU2357627491.SGD","03165","LU0084288322.USD","LU1852331112.SGD","LU0274383776.USD","SOXQ","LU0531971595.HKD","FTXL","IE0009356076.USD","IE00BK4W5L77.USD","00136","ASMG","TRFK","LU0203345920.USD","IE00B7SZLL34.SGD","LU1323610961.USD","LU1497734951.SGD","LU2357305700.SGD","LU1734074674.USD","LU2087625088.SGD","BK1164","JGRO","WLDR","BK4605","LU0157215616.USD","PTF","CHAT","LU0164865239.USD","IXN","LU2471134879.HKD","LU1481107354.HKD","LU1951186391.HKD","LU0133085943.USD","LU0203347892.USD","IE00BD6J9T35.USD","FXL","LU1989764748.USD","LU0234570918.USD","LU0683600562.USD","LU2250418816.HKD","ASMH","IE00B19Z3B42.SGD","LU0943347566.SGD","BK1590","HK0000286598.CNH","FDTX","XLK","LU0154236417.USD","LU0871576103.HKD","BK1589","LU0082616367.USD","LU1497733631.SGD","LU0719512351.SGD","BK4553","LU0880133367.SGD","LU1993786604.SGD","LU2360106780.USD","LU0820561909.HKD","IE00BJLML261.HKD","LU0642271901.SGD","LU0210536198.USD","LU1226288253.USD","LU1914381329.SGD","BK4554","HK0000500386.USD","BK4585","LU2750360997.AUD","LU2543165471.USD","BOBP","LU1008478684.HKD","MUD","LU0061475181.USD","SGXZ51526630.SGD","LU1634259557.SGD","BK1128","LU1064131003.USD","BK1598","LU1861220033.SGD","DISK","IE0004445239.USD","FAI","BK4141","SGXZ99366536.SGD","LU0109392836.USD","LU0859254822.USD","BK4566","IE00B1XK9C88.USD","LU1868836757.USD","LU2063271972.USD","BK4533","LU0353189763.USD","CGIC","LU0823434740.USD","LU2168564495.EUR","BK1506","HK0000252160.HKD","LU0889565833.HKD","EGGY","LU2458330243.SGD","HK0000165453.HKD","ILOW","PSI","LU2286300806.USD","LU1226287529.USD","LU1868837136.USD","SHOC","LU1497733557.USD","CHPX","LU1226287792.SGD","LU1868837300.USD","GSID","LU2211815571.USD","LU1989764664.SGD","AIFD","LU0417517546.SGD","LU0889566641.SGD","80883","LU0056508442.USD","LU1226288170.HKD","LU0689472784.USD","LU1280957306.USD","FFGX","LU0345774391.USD","LU0067412154.USD","LU0127658192.USD","BK1516","LU0096364046.USD","LU1548497426.USD","LU1674673691.USD","IETC","HBMX","LU1803068979.SGD","LU2102340556.USD","LU2756315664.SGD","MUG","ASMU","LU1807302812.USD","LU2471134952.CNY","BK4579","IE00BSNM7G36.USD","LU0792757196.USD","LU2168564149.EUR","LEGR","LU1551013425.SGD","SMH","BK1536","LU1960683339.HKD","LU2054465674.USD","BK1610","LU0323591593.USD","MUU","LU1720051108.HKD","LU2931357623.SGD","IE00BK4W5M84.HKD","LU0640476718.USD","LU1064130708.USD","LU2360107168.USD","LU1152091754.HKD","EFIV","FENI","DBEU","IE0034235303.USD","LU0256863811.USD","EPAI","LU0256863902.USD","LU0787776722.HKD","LU1868836591.USD","BK4532","BAI","LU2458330169.SGD","MULL","USXF","CHPS","LU0345774631.USD","XNTK","AIQ","EFA","BK1152","ARTY","BK4588","DRMY","LU1267930730.SGD","LU1629891620.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161467437","title":"期權大單 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16:01","pubTimestamp":1788768099,"startTime":"0","endTime":"0","summary":"正股涨0.84%至230.36美元，逼近历史新高。232.5相对232.39的正股价仅高0.05%，是一笔不折不扣的平值CALL；237.5高出2.20%。1,345张分别仅占对应未平仓量的5.4%与8.1%，成交量远小于OI，因此既可能是新开空头，也可能是此前买入的CALL获利了结。事后验证方向正确：大单成交时正股232.39美元，当日收盘230.36美元，两腿CALL在成交当日即产生浮盈。特斯拉：Cybercab遭NHTSA调查、暴跌5.92%，394.40万张成交但看涨仍占59%特斯拉当日期权成交394.40万张居第二位，Put/Call成交量比0.70，正股跌5.92%至354.08美元。","market":"us","thumbnail":"https://community-static.tradeup.com/news/362d06b0243ac22fe25b6eeb2b6571b1","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/362d06b0243ac22fe25b6eeb2b6571b1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["DIPS","ANV","TSLZ","NVDX","TSLP","TSLS","CRSH","ELOL","GPRO","NVDQ","LULG","TSL","TEST","MIC","NVDA","TSDD","TSLA","07388","NVDL","TLA","09766","NVDB","MUYY","NVDS","QQQ","NVII","TESL","NVDY","NVDU","NVYY","MULL","MUZ","NVDG","LULU","TSLG","TSLL","NVC","07766","TSYY","07366","MU","TESC","TSLR","TSLT","SPY","MUG","NVD","TSII","TSLI","NVDD","09366","TSLO","MUD","NVDO","NVDW","MUU","TSLQ","TSLY","07788","TSLW"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2665063392","title":"美光台灣勞資糾紛持續發酵，對MU和HBM供應意味着什麼？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665063392","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665063392?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:20","pubTimestamp":1788765640,"startTime":"0","endTime":"0","summary":"TradingKey - 9月初，全球存储芯片巨头美光科技（MU）在台湾的劳资争议持续升温。“美光晶圆工会”及“美光内存工会”两大工会正在推动罢工程序，争议焦点是绩效奖金和利润分享机制。","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20241220/2deae443e2df41c689810651a1bff8acmicron1.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20241220/2deae443e2df41c689810651a1bff8acmicron1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262153691-micron-taiwan-labor-dispute-strike-mu-hbm-supply-impact-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0133085943.USD","LU0683600562.USD","LU2750360997.AUD","BK4543","SG9999001424.SGD","ARTY","LU1551013425.SGD","LU0353189763.USD","LEGR","LU2756315318.SGD","LU0689472784.USD","LU1145028129.USD","LU2543165471.USD","LU0708995401.HKD","IE0034235303.USD","EMSF","TTXU","LU1267930730.SGD","LU0719512351.SGD","CHPX","BK4566","LU1861215975.USD","AIS","LU2360106780.USD","IE0002270589.USD","WUGI","MUG","MU","LU2089985449.USD","LU0820562030.AUD","LU0238689110.USD","MUYY","LU2286300806.USD","BK4553","LU2750360641.GBP","LU1323610961.USD","LU0082616367.USD","LU0203347892.USD","LU2168563687.JPY","TRFK","BK4588","LU1989764748.USD","USXF","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU2756315664.SGD","LU2168564222.USD","SGXZ81514606.USD","FTXL","LU0256863811.USD","LU0672654240.SGD","LU2290526834.HKD","BK4527","LU1803068979.SGD","LU0234570918.USD","IE0009356076.USD","LU0127658192.USD","LU0820561818.USD","BK4554","LU0792757196.USD","SGXZ51526630.SGD","XLK","BOBP","LU2054465674.USD","BK4575","LU0859254822.USD","LU0154236417.USD","LU1861220033.SGD","LU0081259029.USD","IE00BK4W5M84.HKD","LU1366333091.USD","LU2168564065.EUR","LU2168564149.EUR","LU2357627491.SGD","LU2896262040.SGD","FXL","LU1868836591.USD","WLDR","LU0820561909.HKD","IXN","LU1551013342.USD","LU2360107168.USD","BK4533","LU0353189680.USD","LU2458330169.SGD","LU2102340556.USD","LU0056508442.USD","LU0323591593.USD","LU2471134796.USD","IE00BK4W5L77.USD","LU0061475181.USD","FTEC","BK4141","BK4532","IETC","LU0109391861.USD","BAI","SOXX","LU1868837136.USD","FAI","BK4579","MUD","LU0203345920.USD","LU0274383776.USD","LU0640476718.USD","LU1674673691.USD","GB00BDT5M118.USD","LU2357305700.SGD","LU2458330243.SGD","LU0787776722.HKD","MIC","LU1914381329.SGD","LU0889566641.SGD","CHAT","LU2250418816.HKD","LU1674673428.USD","LU0157215616.USD","LU0889565833.HKD","AIQ","BK4585","IE00B5949003.HKD","LU0943347566.SGD","BK4605","LU1548497426.USD","EFIV","IE00BJLML261.HKD","LU1280957306.USD","CHPS","LU1989764664.SGD","LU2403377893.USD","LU2471134879.HKD","LU0256863902.USD","XNTK","SHOC","IE00BKDWB100.SGD","LU0096364046.USD","LU0320765059.SGD","MUU","AIFD","LU0417517546.SGD","SOXQ","LU0109392836.USD","LU1868836914.USD","LU2213496289.HKD","PTF","LU1852331112.SGD","LU1267930813.SGD","LU1868837300.USD","LU0964807845.USD","MUZ","SMH","JGRO","LU2168564495.EUR","SGXZ99366536.SGD","LU0642271901.SGD","LU2087625088.SGD","LU2211815571.USD","LU2471134523.USD","LU1868836757.USD","IE00B19Z3581.USD","IE00BSNM7G36.USD","SMU00main","IE000M9KFDE8.USD","LU0210536198.USD","LU1316542783.SGD","LU1629891620.HKD","BK4512","CGGO","IE00BWXC8680.SGD","LU1720051017.SGD","LU1778281490.HKD","LU2471134952.CNY","PSI","FDTX","EGGY","IE00B1XK9C88.USD","LU1720051108.HKD","LU2931357623.SGD","RULE","VGT","LU2048586759.USD","LU2023250330.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665776392","title":"TrendForce：2026 年 Q2 DRAM 產業營收季增 59.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665776392","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665776392?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:16","pubTimestamp":1788765408,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 TrendForce 集邦咨询最新存储器产业研究，2026 年第二季由于 Conventional DRAM（一般型 DRAM）合约价显著上涨，推升整体 DRAM 产业营收季增 59.5%，近 1,547.3 亿美元。随着 LLM 模型训练、AI 推理刺激 AI Server 需求，HBM3e、LPDDR5X 和高容量 RDIMM 出货同步成长，Agentic AI 应用则带动各容量规格的 RDIMM 拉货。供给方面，原厂库存处于谷底、且新增供给优先满足 Server 应用，第二季整体 DRAM 位元出货量小幅成长。 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A股全天变现分化，沪指低位震荡，深成指、创业板指午后强势上扬，整体交投情绪有所下降，截至收盘，沪指涨0.07%，深成指涨1.91%，创业板指涨3.41%。沪深两市成交额约1.95万亿，较上一个交易日缩量约846亿元。板块方面，高宽带内存、光纤概念、存储芯片、光刻机等板块涨幅居前；银行、券商概念、核力发电、黄金概念等板块跌幅居前。中原证券表示，上半年GDP同比增长4.7%，经济基本面韧性较好。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/MTYwMGM1ZDEwYjRjZDY4ZmI3MTk0ZDEyM2Y1MWFkMjMxODA4Mzk0Mzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MTYwMGM1ZDEwYjRjZDY4ZmI3MTk0ZDEyM2Y1MWFkMjMxODA4Mzk0Mzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990942","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["83188","02827","83130","HBMX","DRMY","BK1147","MUG","MUYY","RAM","03130","09747","DRMP","159982","FTXL","BK4588","MULL","02846","DRAM","82846","MUU","MUZ","DRAL","03188","399001","399300","07233","MIC","DISK","RAMZ","MUD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":11,"pageCount":5,"totalSize":217,"code":"91000000","status":"200"}]}}