美股詳情

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Rambus

86.97

+1.621.90%

盤後：86.970.00000.00%19:30 EDT

成交量：120.31萬

成交額：1.05億

市值：94.33億

市盈率：39.89

高：88.15

開：86.63

低：85.81

收：85.35

52周最高：174.10

52周最低：77.89

股本：1.08億

流通股本：1.08億

量比：0.65

換手率：1.12%

股息：- -

股息率：- -

每股收益(TTM):2.18

每股收益(LYR):2.11

淨資產收益率：17.79%

總資產收益率：11.03%

市淨率：6.43

市盈率(LYR):41.22

資料載入中...

總覽公司新聞公告

異動解讀｜Rambus盤中下跌7.02%，財報超預期但遭半導體板塊集體回調拖累

異動解讀｜Rambus盤前下跌5.1%，財報超預期後遭半導體板塊集體回調拖累

美股盤後速遞：存儲芯片股普跌，閃迪、西部數據跌超2%；現貨黃金小幅下跌；特朗普再威脅恢復打擊伊朗；強生宣佈55億美元和解滑石粉訴訟案

Rambus二季度每股收益0.61美元

每日经济新闻

異動解讀｜Rambus盤後上漲11.81%，季度財報發布後股價大幅走高

美股存儲板塊高開低走閃迪（SNDK）跌8.11% 長鑫存儲上市重塑全球存儲競爭格局

異動解讀｜Rambus夜盤上漲5.09%，財報日機構樂觀預期疊加存儲板塊回暖

存儲芯片板塊集體回調閃迪(SNDK)跌6.58% 大摩稱半導體存儲行業狂歡接近拐點

異動解讀｜Rambus盤中下跌5.33%，存儲板塊集體回調疊加韓國反壟斷調查餘波

存儲概念延續漲勢閃迪(SNDK)漲逾9% 美銀指中國開源大模型密集落地強化存儲賽道樂觀預期

異動解讀｜Rambus盤中上漲7.19%，存儲板塊集體反彈疊加財報預期提振

美股異動｜存儲芯片概念股全線上漲，閃迪大升逾10%

異動解讀｜Rambus盤前上漲5.14%，存儲板塊集體反彈疊加財報預期提振

存儲概念股悉數上揚閃迪(SNDK)領升5.65% 大摩維持積極判斷並稱當前為買入窗口

財報前瞻｜Rambus本季度營收預計增15.43%，機構觀點偏樂觀

異動解讀｜Rambus盤中下跌6.14%，韓國反壟斷搜查事件持續發酵疊加存儲板塊集體承壓

異動解讀｜Rambus盤前下跌5.31%，韓國反壟斷搜查事件持續發酵疊加存儲板塊集體承壓

存儲板塊受壓明顯閃迪(SNDK)跌9.20% 長鑫存儲IPO帶來競爭壓力致板塊獲利了結

涉嫌串通價格，瀾起、瑞薩、Rambus在韓遭搜查

異動解讀｜Rambus盤中下跌5.2%，報99.9美元

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08:19","pubTimestamp":1785197940,"startTime":"0","endTime":"0","summary":"北京时间28日，美股盘后，存储芯片股普跌，美光科技跌1.92%，闪迪跌2.91%，WTI原油期货下跌，现货黄金小幅下跌，特朗普再威胁恢复打击伊朗，强生公司宣布55亿美元和解滑石粉诉讼案。美股存储芯片股盘后普跌截至发稿，道指期货涨0.02%，纳指期货跌0.20%，标普500指数期货跌0.05%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202607283822759794.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202607283822759794.html","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":"stock_eastmoney","symbols":["RMBS","WUGI","LU0476273544.USD","MEDX","LU2756315664.SGD","LU1929549753.HKD","SGXZ51526630.SGD","LU2347655156.SGD","LU0820561818.USD","LU1267930730.SGD","LU1732800096.USD","FXL","LU1228905037.USD","LU1914381329.SGD","IE0000B7K699.USD","IHE","LU0053666078.USD","BOBP","LU2286300806.USD","LU2168564149.EUR","IE0009356076.USD","LU0444973449.USD","LU1935042991.SGD","LU1815336760.USD","WLDR","BK4543","TMSL","LU2505996509.AUD","LU2360106780.USD","IE00BWXC8680.SGD","IE00BVYPNW00.USD","GDOC","IE0001KFT4U8.USD","LU0210536198.USD","LU0432979614.USD","LU1066053197.SGD","LU1145028129.USD","LU0133085943.USD","SNDK","BK4007","BK4554","LU1674673428.USD","CHAT","LU1074936037.SGD","LU2054465674.USD","CHPS","LU2133065610.SGD","LU1868836591.USD","LU0127658192.USD","LU2112291526.USD","IE00BLSP4452.SGD","FAI","SG9999013999.USD","LU0912757837.SGD","VHT","LU0859254822.USD","BK4568","LU0203347892.USD","LU1674673691.USD","LU2063271972.USD","SG9999001176.SGD","IE00BSNM7G36.USD","BK4512","LU1066051811.HKD","LU0345770308.USD","BK4588","LU0256863811.USD","LU0889566641.SGD","LU0820561909.HKD","IE000WAW04H5.SGD","LU2468319806.SGD","LU1235294995.USD","LU0787776722.HKD","IE000SO60NU8.SGD","LU0240877869.USD","MUD","LU0792757196.USD","LU2168564065.EUR","LU2471134952.CNY","CGGO","LU1035773651.USD","LU2168563687.JPY","LU1032466523.USD","IE00B19Z3581.USD","LU2896262040.SGD","BK4141","LU2360107168.USD","LU0640476718.USD","BK4559","IE0002141913.USD","LU2236285917.USD","LU1261432733.SGD","IE00BKVL7J92.USD","LU0234570918.USD","LU0426417589.USD","SG9999002232.USD","IE00BBT3K403.USD","LU0082616367.USD","JGRO","MUZ","SG9999002224.SGD","PTF","IE00BGHQF631.EUR","LU2458330169.SGD","FTXH","LU1196500208.SGD","LU0345769128.USD","LU1221951046.USD","LU1267930813.SGD","IE0009355771.USD","LU2129689605.HKD","LU0274383776.USD","FDTX","LU0994945656.USD","LU0795875169.SGD","EGGY","LU1629891620.HKD","IE00BJT1NW94.SGD","SNDG","LU1032955483.USD","JDOC","BK4532","LU1506573853.SGD","LU1280957306.USD","LU1023059063.AUD","LU2430703178.SGD","BK4605","XNTK","LU0719512351.SGD","LU1894683348.USD","IE00B3T34201.USD","BAI","IE00BVYPNV92.GBP","LU0006061336.USD","SG9999001176.USD","WDC","LU0072461881.USD","LU2089985449.USD","FCUS","IE00BN8TJ469.HKD","LU0964807845.USD","LU1868836757.USD","LU0154236417.USD","LU1718418525.SGD","LU1720051017.SGD","LU0345769631.USD","LU0054578231.USD","SNDU","TTXU","LU2750360641.GBP","LU2592432038.USD","LU1720051108.HKD","LU2048586759.USD","BK4550","LU0689626769.HKD","LU2471134523.USD","LU1244550494.USD","IE0002270589.USD","IE000MB6IJN5.SGD","LU2430703095.HKD","LU1430594728.SGD","IE00BFXG1179.USD","SG9999001424.SGD","LEGR","LU0889565833.HKD","LU1861220033.SGD","IE00BFTCPJ56.SGD","IE00BJLML261.HKD","IE00B5949003.HKD","LU2931357623.SGD","CNEQ","LU1323610961.USD","LU1989764748.USD","BK4579","LU0444971666.USD","SOXX","LU0124676726.USD","LU0943347566.SGD","LU2211815571.USD","IE00B7SZLL34.SGD","IE00BJJMRZ35.SGD","LU0210528500.USD","QQQG","GB00BDT5M118.USD","LU0096364046.USD","LU0122379950.USD","LU2129689514.USD","IE00B1BXHZ80.USD","LU2213496289.HKD","LU1989764664.SGD","BK4592","PJP","MUU","LU1861215975.USD","OPTZ","JNJ","LU1551013425.SGD","SGXZ57979304.SGD","DRMY","IE000F7OJYX1.SGD","SMH","AIFD","SCHA","MULL","IE00B42XCP33.USD","PSI","LU0323591593.USD","LU2290526834.HKD","LU2023250330.USD","LU0985320562.USD","SOXQ","BMED","LU0256863902.USD","LU2250418816.HKD","LU1868837300.USD","LU0795875086.SGD","SNDC","IXN","LU1868836914.USD","SGXZ81514606.USD","IETC","LU1221951129.SGD","LU2102340556.USD","LU2430703251.USD","LU0162691827.USD","LU1057294990.SGD","AIS","LU1778281490.HKD","BK4553","LU0056508442.USD","LU2543165471.USD","LU0070217475.USD","BK4575","LU2168564222.USD","LU2168564495.EUR","LU1244550221.USD","LU1868837136.USD","LU0234572021.USD","DISK","IXJ","IE00B1XK9C88.USD","LU2458330243.SGD","SCHM","LU0240878834.USD","LU0345770993.USD","LU1046421795.USD","LU0708995401.HKD","EFIV","LU1066051498.USD","LU2129689431.USD","IE00B4R5TH58.HKD","VGT","IE000BZT7R73.USD","LU2750360997.AUD","XLK","LU1121112475.USD","LU2357305700.SGD","IE00BK4W5L77.USD","TRFK","BK4504","SGXZ99366536.SGD","LU2487616109.SGD","LU0109392836.USD","TRUH","LU1366333091.USD","WDCX","IE0034235303.USD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04:07","pubTimestamp":1785182850,"startTime":"0","endTime":"0","summary":"7月28日，Rambus盘后上涨11.81%，报106.3美元/股，成交额333.15万美元。消息面上，Rambus于7月27日盘后发布季度财报，此前市场一致预期本季度营收约1.99亿美元，同比增长15.43%，调整后每股收益约0.72美元，同比增长22.49%，机构观点偏乐观。此前Benchmark以\"买入\"评级首次覆盖，给予149美元目标价。近期Rambus曾因存储板块回调及韩国反垄断调查余波于7月24日跌超5%，本次财报发布后股价大幅反弹，涨幅显著超出此前回调幅度。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","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":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654304522","title":"美股存儲板塊高開低走 閃迪（SNDK）跌8.11% 長鑫存儲上市重塑全球存儲競爭格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2654304522","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654304522?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 22:14","pubTimestamp":1785161677,"startTime":"0","endTime":"0","summary":"本次上市为国内存储赛道带来大额融资支撑，产能扩张与技术迭代节奏提速，直接冲击以美光科技、闪迪、西部数据为代表的美国存储上市公司中长期市场份额与定价能力，彻底改写全球通用存储芯片的寡头竞争格局。随着长鑫存储依托上市融资快速扩产，国产通用存储供给持续释放，将有效缓解全球消费级存储供需紧张局面，逐步削弱美股存储企业的议价权与涨价收益空间，行业价格中枢有望逐步回落。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303067","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":["LU0444971666.USD","LU0963586101.USD","LU2357627491.SGD","TTXU","ARTY","BK4141","AIFD","LU2471134952.CNY","LU2756315318.SGD","SK","IE00B7SZLL34.SGD","IE00B19Z9Z06.USD","LU0127658192.USD","LU2458330169.SGD","LU2471134879.HKD","BK4585","LU1235294995.USD","SGXZ81514606.USD","IE00B19Z3B42.SGD","SOXQ","FAI","LU0787776722.HKD","BK4543","LU2168564495.EUR","LU0154236417.USD","SOXX","CHPX","RULE","LU0109392836.USD","LU1670627923.USD","SKHY","BK4605","IE00BK4W5M84.HKD","SKDD","LEGR","LU1815336760.USD","LU0054578231.USD","LU1267930813.SGD","CGGO","LU1548497426.USD","SNDG","IE00BKDWB100.SGD","LU2054465674.USD","BK4588","LU1868837300.USD","LU2063271972.USD","SIMO","CHPS","LU0203347892.USD","LU1914381329.SGD","WUGI","QQQA","LU2290526834.HKD","IE00B19Z9P08.USD","LU0006061336.USD","FSMD","BK4170","LU2458330243.SGD","FTEC","QQQG","BK4527","LU2286300806.USD","CHAT","BK4575","LU0820561818.USD","LU1035773651.USD","LU2896262040.SGD","LU0072461881.USD","LU2089985449.USD","XITK","LU1720051017.SGD","LU0889565833.HKD","SKHZ","LU0792757196.USD","LU1267930730.SGD","VGT","IE0009356076.USD","LU1366333091.USD","LU2168564222.USD","LU0889566641.SGD","IXN","MUZ","LU0642271901.SGD","LU2471134523.USD","LU0238689110.USD","LU2048586759.USD","BK4512","LU1823568750.SGD","MU","LU1069347547.HKD","LU0274383776.USD","SNDC","IE00B894F039.SGD","LU1323610961.USD","LU2211815571.USD","BK4526","LU1868836757.USD","FDTX","DRMY","LU2471134796.USD","AIS","LU2102340556.USD","LU0133085943.USD","LU1551013342.USD","LU1861215975.USD","LU2023250330.USD","LU0689472784.USD","LU1861220033.SGD","IE00BK4W5L77.USD","LU1720051108.HKD","LU0964807845.USD","XLK","IE00B19Z3581.USD","LU0162691827.USD","LU1868836914.USD","BK4533","LU2750360641.GBP","LU0082616367.USD","LU0203345920.USD","LU1868837136.USD","LU2213496289.HKD","GB00BDT5M118.USD","LU0859254822.USD","LU1316542783.SGD","TMSL","LU0820562030.AUD","LU1145028129.USD","XNTK","LU2168564149.EUR","FXL","LU0444973449.USD","HYNX","LU0943347566.SGD","LU1989764664.SGD","LU2360106780.USD","688525","IE00BSNM7G36.USD","HBMX","SMH","SCHM","LU0957808578.USD","LU2168564065.EUR","LU0109391861.USD","LU0719512351.SGD","IE00B5949003.HKD","OPTZ","WLDR","BK4532","SNDK","LU0240877869.USD","LU1989764748.USD","JGRO","MIC","LU2756315664.SGD","SCHA","WDCX","LU1551013425.SGD","LU1803068979.SGD","LU2250418816.HKD","LU1852331112.SGD","LU2543165471.USD","LU0157215616.USD","BOBP","SKHX","AIQ","LU0210536198.USD","MUYY","LU2750360997.AUD","EGGY","LU0056508442.USD","LU0256863811.USD","LU0256863902.USD","LU0320765059.SGD","LU0417517546.SGD","LU0820561909.HKD","EFIV","LU0240878834.USD","DISK","IE0002270589.USD","LU1642822529.SGD","LU2360107168.USD","IE00BJLML261.HKD","SNDQ","BK4579","LU0061475181.USD","IE000M9KFDE8.USD","LU0323591593.USD","LU1046421795.USD","SKUU","PSI","LU0708995401.HKD","BK0214","STX","LU0096364046.USD","LU2168563687.JPY","COWG","BK4566","07709","LU2931357623.SGD","MULL","IETC","CNEQ","LU1629891620.HKD","MUU","SG9999001424.SGD","USXF","SG9999002950.SGD","FTXL","SKHYV","IE00B1XK9C88.USD","LU1280957306.USD","SGXZ99366536.SGD","SHOC","BK4554","LU0640476718.USD","LU1868836591.USD","LU2357305700.SGD","SNDU","RMBS","WDC","BK4553","TRFK","SNXX","EMSF","LU0672654240.SGD","MUD","BAI","SGXZ51526630.SGD","LU0081259029.USD","LU0683600562.USD","IE0034235303.USD","LU1983260115.SGD","LU0476273544.USD","LU1670628061.USD","FCUS","SKHU","IE00BWXC8680.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1147734511","title":"異動解讀｜Rambus夜盤上漲5.09%，財報日機構樂觀預期疊加存儲板塊回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=1147734511","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147734511?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 08:11","pubTimestamp":1785111075,"startTime":"0","endTime":"0","summary":"7月27日，Rambus夜盘上涨5.09%，报98.66美元/股，成交额8100美元。消息面上，Rambus将于今日盘后发布季度财报，市场一致预期本季度营收约1.99亿美元，同比增长15.43%，调整后每股收益约0.72美元，同比增长22.49%，机构观点偏乐观。此前7月24日存储芯片板块受摩根士丹利警示内存合同价格将于四季度见顶影响集体回调，Rambus当日跌超5%。当前半导体板块整体回暖，美光科技涨2.37%、英特尔涨2.01%、博通涨1.85%，板块情绪修复叠加财报乐观预期共同推动股价反弹。","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":"1","news_top_title":"Rambus夜盘上涨5.09%，财报日机构乐观预期叠加存储板块回暖","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653038251","title":"存儲芯片板塊集體回調 閃迪(SNDK)跌6.58% 大摩稱半導體存儲行業狂歡接近拐點","url":"https://stock-news.laohu8.com/highlight/detail?id=2653038251","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653038251?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 22:16","pubTimestamp":1784902561,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股存储芯片板块集体回调，截至发稿，闪迪  跌 6.58%，SK 海力士  跌 5.80%，美光科技  跌 5.32%，慧荣科技  跌 4.78%，Rambus  跌 4.57%，西部数据  跌 4.18%，希捷科技  跌 2.47%。侯赛尼表示，下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外，摩根士丹利最新报告警示，由人工智能驱动的半导体存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，标志着本轮产业周期正在发生深刻转变。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303022","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":["FSMD","ARTY","SCHM","SOXS","CHPY","09747","MU","SOXQ","SOXX","RAM","TEKX","SIMO","AIQ","USD","PTF","DISK","MUD","NBDS","RMBS","WDC","MUU","LEGR","XSD","EIS","DRAM","SKHZ","DRMY","PSI","SSG","RULE","SNDK","CHPS","CWC","DRMP","FTXL","SNDG","SMHX","MQQQ","SMH","TECY","VGT","WDCX","159582","SOXL","CNAV","STX","FWD","HBMX","SOXY","SKHY"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1118070408","title":"異動解讀｜Rambus盤中下跌5.33%，存儲板塊集體回調疊加韓國反壟斷調查餘波","url":"https://stock-news.laohu8.com/highlight/detail?id=1118070408","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1118070408?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 22:05","pubTimestamp":1784901929,"startTime":"0","endTime":"0","summary":"7月24日，Rambus盘中下跌5.33%，报97.685美元/股，成交额2297.78万美元。消息面上，存储及半导体板块集体承压，美光科技跌6.16%、SK海力士跌6.72%、英特尔跌3.98%，板块联动效应显著。此前Rambus因韩国反垄断搜查事件承压，尽管机构认为其韩国业务占比较低、实质冲击有限，但调查事件余波叠加板块回调，短期情绪再度转弱。Rambus将于7月27日发布季报，市场一致预期营收约1.99亿美元，调整后每股收益约0.72美元。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653203176","title":"存儲概念延續漲勢 閃迪(SNDK)漲逾9% 美銀指中國開源大模型密集落地強化存儲賽道樂觀預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2653203176","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653203176?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 21:55","pubTimestamp":1784642119,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股存储概念延续涨势，截至发稿，闪迪  涨 9.31%，美光科技  涨 8.74%，SK 海力士  涨 9.01%，西部数据  涨 8.30%，希捷科技  涨 7.52%，Rambus  涨 5.21%，慧荣科技  涨 4.75%。消息面上，美国银行分析师 Vivek Arya 团队发布最新研报指出，以月之暗面 Kimi K3 为代表的中国开源大模型密集落地，进一步强化机构对存储赛道以及美光科技的乐观预期。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/Yzk2MTU4OTVjMjIwMzU3MzgyMjUzNg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/Yzk2MTU4OTVjMjIwMzU3MzgyMjUzNg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302845","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":["SKHX","EPAI","SNDG","SNDK","HBMX","TRFK","SKDD","WISE","GPTZ","LRNZ","IETC","SKHYV","SKHY","STX","USXF","CHPX","SKHU","MU","EMSF","FCUS","DRAM","SNDC","SCHM","MUD","AIS","SNXX","PTF","AIQ","QQQG","SNDU","CHPS","CGGO","MUU","MULL","FTEC","RAM","WDC","RMBS","ARTY","FXL","FDTX","EGGY","XNTK","PSI","SIMO","SKUU","CNAV","FSMD","WDCX","COWG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197668216","title":"異動解讀｜Rambus盤中上漲7.19%，存儲板塊集體反彈疊加財報預期提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1197668216","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197668216?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 21:51","pubTimestamp":1784641907,"startTime":"0","endTime":"0","summary":"7月21日，Rambus盘中上涨7.19%，报104.99美元/股，成交额2459.87万美元。此前Rambus因韩国反垄断搜查事件累计下跌超6%，机构普遍认为其韩国业务占比较低、实质冲击有限，股价迎来修复。同时，Rambus将于7月27日发布季报，市场预期营收约1.99亿美元，调整后每股收益约0.72美元；近期Benchmark给予买入评级，分析师一致目标价149美元，AI授权业务增长预期进一步提振市场情绪。","market":"us","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":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653203663","title":"美股異動｜存儲芯片概念股全線上漲，閃迪大升逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653203663","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653203663?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 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19:25","pubTimestamp":1784633141,"startTime":"0","endTime":"0","summary":"7月21日，Rambus盘前上涨5.14%，报105.2325美元/股，成交额19.78万美元。消息面上，存储及半导体板块集体走强，美光科技涨5.91%、SK海力士涨6.04%、英特尔涨5.16%，板块联动效应显著。此前Rambus因韩国反垄断搜查事件一度累计下跌超6%，但美股市场对该事件反应相对克制，机构普遍认为其韩国业务占比较低、实质冲击有限。同时，Rambus将于7月27日发布季报，市场一致预期营收约1.99亿美元，调整后每股收益约0.72美元，AI授权业务推动增长节奏加速。","market":"us","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":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652421926","title":"存儲概念股悉數上揚 閃迪(SNDK)領升5.65% 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21:47","pubTimestamp":1784555268,"startTime":"0","endTime":"0","summary":"大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302781","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":["BK4527","LU1668664300.SGD","LU2896262040.SGD","BK4553","LU0210536198.USD","LU1988902786.USD","LU0417517546.SGD","LU0390134368.USD","LU2168564222.USD","LU0957808578.USD","LU1548497426.USD","LU2471134796.USD","LU0158827781.USD","OPTZ","IE00B894F039.SGD","IETC","AIQ","BK4516","IE00BJLML261.HKD","LU2048586759.USD","SKHYV","MUD","LU0820561909.HKD","LU0964807845.USD","LU1069347547.HKD","SCHA","BK4532","LU1642822529.SGD","LEGR","LU1989772840.SGD","LU0234570918.USD","LU1983260115.SGD","LU2286300806.USD","IE0009356076.USD","LU1732799900.SGD","LU2290526834.HKD","PSI","LU1868837300.USD","EMSF","LU0444971666.USD","LU0158827948.USD","LU1280957306.USD","IE00BWXC8680.SGD","LU2264538146.SGD","RULE","IE00B7SZLL34.SGD","LU0061475181.USD","LU1868836591.USD","SKDD","LU0225283273.USD","FXL","LU0157215616.USD","IE0002270589.USD","FTXL","LU1035773651.USD","SNDG","LU0943347566.SGD","LU1162221912.USD","CHAT","LU1823568750.SGD","07709","LU2168564149.EUR","SNDC","LU0528227936.USD","LU0006061336.USD","LU1366333091.USD","LU1732800096.USD","LU2054465674.USD","LU1551013342.USD","LU2089985449.USD","SHOC","MUYY","BK4585","LU0320765646.SGD","LU0006306889.USD","FSMD","FAI","LU0912757837.SGD","IE00BKVL7J92.USD","LU0963586101.USD","LU1720051017.SGD","LU2931357623.SGD","IE00B19Z3581.USD","MULL","LU0476273544.USD","BK4575","AIS","LU0640476718.USD","LU0889565833.HKD","LU1235294995.USD","BK4526","SKHU","LU0154236417.USD","LU0106831901.USD","LU0256863902.USD","LU1861220033.SGD","LU2458330243.SGD","GB00BDT5M118.USD","RMBS","SNDU","LU2168564495.EUR","LU0081259029.USD","LU0109392836.USD","XITK","LU0203345920.USD","LU1861215975.USD","LU0054578231.USD","SKHZ","LU0274383776.USD","LU2023250330.USD","LU0203347892.USD","LU1852331112.SGD","LU1074936037.SGD","LU0162691827.USD","LU0314104364.USD","LU0882574139.USD","LU1267930813.SGD","LU2089284900.SGD","LU2756315664.SGD","SNDK","LU0792757196.USD","BAI","IE00B19Z3B42.SGD","LU1046421795.USD","SG9999002950.SGD","LU0444973449.USD","LU1803068979.SGD","LU2458330169.SGD","LU0795875169.SGD","LU2357627491.SGD","LU2471134952.CNY","LU1244550494.USD","SKHX","XLK","LU0971096721.USD","STX","BK4141","LU1064131342.USD","LU2487616109.SGD","IE00B1XK9C88.USD","BK4533","SK","IE00B5949003.HKD","SKHY","LU0098860793.USD","IE000M9KFDE8.USD","LU1670628061.USD","LU2347655156.SGD","ARTY","CGGO","FCUS","LU0053666078.USD","LU1914381329.SGD","LU1989764748.USD","LU2471134879.HKD","SCHM","JGRO","BK4605","LU0889566641.SGD","LU1316542783.SGD","LU1551013425.SGD","SOXQ","CNEQ","BK4543","LU1989764664.SGD","MIC","BK4504","LU2102340556.USD","SIMO","WLDR","LU2543165471.USD","WDC","EFIV","LU2089283258.USD","LU0689472784.USD","MUZ","LU2168563687.JPY","LU1791710400.SGD","MUU","LU1868837136.USD","FTEC","LU2756315318.SGD","IAI","LU1629891620.HKD","LU0642271901.SGD","BK4170","IE00B19Z9P08.USD","QQQA","USXF","BK4588","CHPS","LU0256863811.USD","LU2360106780.USD","LU2271345857.HKD","BK4579","SG9999001424.SGD","LU1989772923.USD","VGT","QQQG","LU0056508442.USD","LU0238689110.USD","LU0323591593.USD","MS","LU2360107168.USD","BK4566","LU2028103732.USD","BK4534","LU1815336760.USD","LU0106261372.USD","LU1244550577.SGD","TRFK","LU0127658192.USD","LU2750360641.GBP","LU0133085943.USD","LU1868836757.USD","LU0240878834.USD","LU0859254822.USD","MU","SNXX","SOXX","LU1670627923.USD","IE00BK4W5L77.USD","LU0096364046.USD","LU0820562030.AUD","LU0683600562.USD","LU2211815571.USD","LU1363072403.SGD","LU2750360997.AUD","SGXZ81514606.USD","SGXZ99366536.SGD","TMSL","BK4512","BK4581","LU0210528500.USD","AIFD","LU0557290698.USD","LU1145028129.USD","SGXZ51526630.SGD","SNDQ","LU0719512351.SGD","LU2471134523.USD","LU1323610961.USD","LU0795875086.SGD","BK4127","LU2023251221.USD","KBWB","LU2168564065.EUR","LU0072461881.USD","COWG","IE00BKDWB100.SGD","WUGI","LU0082616367.USD","LU1868836914.USD","SKUU","LU2213496289.HKD","HYNX","LU0820561818.USD","LU1791710582.SGD","IE0034235303.USD","LU2133065610.SGD","LU2250418816.HKD","IE00B19Z9Z06.USD","LU2063271972.USD","LU0787776722.HKD","LU2111349929.HKD","BK4554","SMH","WDCX","EGGY","XNTK","LU0240877869.USD","LU1720051108.HKD","IE00BZ1G4Q59.USD","IE00BK4W5M84.HKD","IXN","FDTX","LU1244550221.USD","LU0267386448.USD","LU2357305700.SGD"],"isVideo":false,"video"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21:46","pubTimestamp":1784295977,"startTime":"0","endTime":"0","summary":"7月17日，Rambus盘中下跌6.14%，报93.525美元/股，成交额2215.05万美元。消息面上，韩国首尔中央地方检察厅此前以涉嫌违反《公平交易法》为由，对Rambus、澜起科技及瑞萨电子韩国办事处进行搜查，调查三家企业涉嫌串通内存接口芯片供货价格。三家企业合计占据全球DDR5内存接口芯片超93%市场份额，Rambus市占率约20.5%。此外，Rambus今年4月已披露收到美国联邦大陪审团传票，卷入价格操纵刑事调查，美韩双线监管围堵格局令市场担忧持续升温。","market":"us","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":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RMBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106298299","title":"異動解讀｜Rambus盤前下跌5.31%，韓國反壟斷搜查事件持續發酵疊加存儲板塊集體承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1106298299","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106298299?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 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21:57","pubTimestamp":1784210225,"startTime":"0","endTime":"0","summary":"消息面上，半导体板块周四延续下跌走势，市场资金从 AI 硬件、存储芯片等高动量赛道集中获利了结，存储板块集体承压。机构判断 NAND 闪存供需紧平衡格局将延续至 2027 年，产品价格至少在 2027 年年中之前保持坚挺，AI 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