应交易所要求,美/港股行情延时15分钟展示,下载APP即可免费查看实时行情。
关闭
09347 南方两倍做空三星电子(美元)
农历年初二休市 02-16 11:33:37
0.052
-0.003
-5.45%
最高
0.055
最低
0.053
成交量
72.60万
今开
0.055
昨收
0.055
日振幅
3.64%
总市值
26.00万
流通市值
26.00万
总股本
500.00万
成交额
3.92万
换手率
14.52%
流通股本
500.00万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
存储巨头四季报“五大关键点”:当前周期强度超越2017-18“云繁荣周期”
华尔街见闻 · 02-16 13:48
存储巨头四季报“五大关键点”:当前周期强度超越2017-18“云繁荣周期”
三星将率先量产HBM4:抢下AI存储的"下一张门票"
华尔街见闻 · 02-08
三星将率先量产HBM4:抢下AI存储的"下一张门票"
存储超级周期面临考验,韩股波动率“创新高”,对冲成本急升
华尔街见闻 · 02-03
存储超级周期面临考验,韩股波动率“创新高”,对冲成本急升
SK海力士领涨韩国芯片股 扭转前一交易日抛售颓势
环球市场播报 · 02-03
SK海力士领涨韩国芯片股 扭转前一交易日抛售颓势
三星、海力士预警:优先供应AI致传统芯片告急,全球手机、PC出货量指引转跌
华尔街见闻 · 01-29
三星、海力士预警:优先供应AI致传统芯片告急,全球手机、PC出货量指引转跌
“最大客户”都让步了!韩媒称三星、海力士一季度向苹果供DRAM价格较上季度翻倍
华尔街见闻 · 01-27
“最大客户”都让步了!韩媒称三星、海力士一季度向苹果供DRAM价格较上季度翻倍
存储芯片,最大黑马
格隆汇 · 01-26
存储芯片,最大黑马
存储芯片“贫富差距”拉大,赢家输家到底怎么选?
华尔街见闻 · 01-21
存储芯片“贫富差距”拉大,赢家输家到底怎么选?
中韩电池霸主易位?中国厂商包揽全球前二 韩国份额缩水
智车派 · 01-08
中韩电池霸主易位?中国厂商包揽全球前二 韩国份额缩水
存储芯片价格失控!华尔街再调预期:2026年DRAM或暴涨88%,NAND涨74%
华尔街见闻 · 01-07
存储芯片价格失控!华尔街再调预期:2026年DRAM或暴涨88%,NAND涨74%
存储芯片“严重短缺”,DRAM和DDR涨价“势不可挡”,瑞银上调三星和SK海力士目标价
华尔街见闻 · 2025-11-04
存储芯片“严重短缺”,DRAM和DDR涨价“势不可挡”,瑞银上调三星和SK海力士目标价
公司概况
公司名称:
南方两倍做空三星电子(美元)
所属市场:
SEHK
上市日期:
--
主营业务:
发行价格:
--
{"stockData":{"symbol":"09347","market":"HK","secType":"STK","nameCN":"南方两倍做空三星电子(美元)","latestPrice":0.052,"timestamp":1771212817794,"preClose":0.055,"halted":0,"volume":726000,"delay":0,"changeRate":-0.05454545454545459,"floatShares":5000000,"shares":5000000,"eps":0,"marketStatus":"农历年初二休市","change":-0.003,"latestTime":"02-16 11:33:37","open":0.055,"high":0.055,"low":0.053,"amount":39198,"amplitude":0.036364,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1771551000000},"marketStatusCode":7,"adr":0,"listingDate":1748361600000,"exchange":"SEHK","adjPreClose":0.055,"sharesOutstanding":54000000,"nav":0.0552,"aum":2980800,"bidAskSpread":0,"openAndCloseTimeList":[[1771205400000,1771214400000]],"volumeRatio":0.8909764370265519,"lotSize":100,"spreadScale":3,"tradeCurrency":"USD"},"requestUrl":"/m/hq/s/09347/wiki","defaultTab":"wiki","newsList":[{"id":"2611050771","title":"存储巨头四季报“五大关键点”:当前周期强度超越2017-18“云繁荣周期”","url":"https://stock-news.laohu8.com/highlight/detail?id=2611050771","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611050771?lang=zh_cn&edition=full","pubTime":"2026-02-16 13:48","pubTimestamp":1771220929,"startTime":"0","endTime":"0","summary":"美银美林指出,SK海力士库存周转天数降至127天的低位,成品库存仅剩2-3周。三星DRAM售价环比大涨40%,现货价格创25年新高。行业高管认为,本轮周期强度已超越2017-18年的云繁荣期,若短缺持续至2027年,价格仍有上涨空间。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765778","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"fb6b45ebc69a750b806652851f678056","theme_name":"热榜No.14 · 存储芯片行业2026年周期强度创新高及价格上涨","theme_type":2,"isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765778","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":["07747","BK4585","MUD","SSNLF","MU","WDC","KXHCF","MUU","SMSD.UK","09347","BK4588","SNDK","STX","TCB","MULL","VGT","KXIAY","07709"],"gpt_icon":1},{"id":"2609853578","title":"三星将率先量产HBM4:抢下AI存储的\"下一张门票\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2609853578","media":"华尔街见闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609853578?lang=zh_cn&edition=full","pubTime":"2026-02-08 15:02","pubTimestamp":1770534123,"startTime":"0","endTime":"0","summary":"据悉三星HBM4量产和出货时间定在本月第三周,即农历新年假期后立即启动。三星在上一代HBM3E产品上曾遭遇挫折,此次抢先量产HBM4被视为重夺市场主动权的关键一步。","market":"fut","thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765248","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765248","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BJTD4V19.USD","LU0683600562.USD","LU0011850046.USD","LU2360107168.USD","LU0689626769.HKD","LU2065171402.SGD","IE00B775SV38.USD","LU0274383776.USD","IE00BJTD4N35.SGD","IE00BFSS7M15.SGD","LU1551013342.USD","SSNLF","LU0965508806.USD","NVDD","SNDK","LU0211327993.USD","LU0203201768.USD","LU0957791311.USD","LU0511384066.AUD","LU0094547139.USD","LU2264538146.SGD","LU0342679015.USD","HK0000306685.HKD","LU2543165471.USD","IE0034235188.USD","BK4585","LU2360032135.SGD","LU2896262040.SGD","LU0006306889.USD","LU1435385759.SGD","LU1496350502.SGD","IE00B3S45H60.SGD","IE00BMPRXR70.SGD","LU2357125470.USD","LU0472753341.HKD","LU2746668974.SGD","LU1571399168.USD","LU0348723411.USD","LU0957808578.USD","LU0158827948.USD","LU2322448957.HKD","LU1935042488.USD","LU0234572021.USD","NVIW.SI","LU2430703178.SGD","LU2125909593.SGD","LU0061475181.USD","LU0234570918.USD","LU2750360641.GBP","LU0061474705.USD","LU0127658192.USD","LU0965509101.SGD","SG9999014898.SGD","BK4605","LU0823434740.USD","IE00BQXX3D17.EUR","LU0175139822.USD","LU1917777945.USD","IE00BDCRKT87.USD","SG9999014567.USD","LU1119994496.HKD","IE00BWXC8680.SGD","LU2077746001.SGD","LU2505996681.GBP","09347","LU1069344957.HKD","LU0323591593.USD","LU2083900584.USD","LU0048584097.USD","LU2237957811.SGD","LU2413666426.HKD","LU2458330243.SGD","NVD2.UK","LU0354030438.USD","BK4581","LU0868494617.USD","NVDU","LU0823421333.USD","BK4567","LU0276348264.USD","LU2063271972.USD","LU2290526834.HKD","LU1066051811.HKD","LU1066051498.USD","SG9999015358.SGD","LU0238689110.USD","NVDX","LU2244417387.USD","LU0882574139.USD","LU1066053197.SGD","LU2191332357.HKD","NVDS.UK","IE00BKPKM429.USD","LU0069063385.USD","LU1934455277.USD","LU0203202063.USD","BK4543","LU1923622614.USD","LU1116320737.USD","LU0820561909.HKD","LU0823421416.USD","LU1280957306.USD","LU2111349929.HKD","LU1803068979.SGD","LU1037948541.HKD","LU1989764748.USD","LU1035775433.USD","LU1989764664.SGD","LU1934455194.USD","NVII","LU0476273544.USD","BK4534","LU2125909247.SGD","LU1988902786.USD","IE00B4JS1V06.HKD","LU1791710400.SGD","LU1037948897.HKD","LU2092937148.SGD","LU0097036916.USD","LU1244550221.USD","LU0211328371.USD","MULL","IE00BJJMRY28.SGD","LU2023250330.USD","LU2361044865.SGD","LU0345768740.USD","LU0187121727.USD","IE000YTNTUN2.SGD","LU0210536198.USD","LU1718418525.SGD","NVDA","LU1983260115.SGD","IE000ITXATA3.USD","LU2242649171.HKD","LU1267930573.SGD","LU1323610961.USD","LU2322448791.USD","BK4598","LU2168564495.EUR","LU2054465674.USD","LU1923623000.USD","LU0267386448.USD","LU0157215616.USD","LU0494093205.USD","BK4592","LU0056508442.USD","LU2211815571.USD","IE00B19Z9505.USD","LU0820562030.AUD","IE0004445015.USD","HK0000306701.USD","LU0708994859.HKD","IE00BHPRN162.USD","LU2461242641.AUD","LU2602419157.SGD","LU2168564065.EUR","LU1261432733.SGD","SG9999014575.USD","LU2452424414.USD","LU0724617625.USD","SG9999015986.USD","LU2463028550.USD","LU0128525929.USD","LU0823434583.USD","IE00BJLML261.HKD","LU1914381329.SGD","LU2087621335.USD","LU2552382132.HKD","IE00B19Z8X17.USD","SMSD.UK","LU2242650005.HKD","LU1496350171.SGD","IE0009356076.USD","LU1629891620.HKD","SG9999018865.SGD","BK4533","IE00B3M56506.USD","LU0057025933.USD","LU0109391861.USD","LU2552382215.SGD","LU2473716301.USD","LU0053666078.USD","LU1720051017.SGD","LU1868836914.USD","LU2237438978.USD","LU2361045086.USD","LU0786609619.USD","BK4551","LU0345768153.USD","SG9999015341.SGD","IE0009G5SDU7.USD","BK4612","LU1366333091.USD","IE00BMPRXN33.USD","LU0077335932.USD","LU0823414478.USD","LU2487616109.SGD","IE0001KFT4U8.USD","LU2430703251.USD","07709","NVDG","LU1989772840.SGD","LU0942090050.USD","IE00B4YYXB79.USD","IE00BK4W5L77.USD","LU1232071149.USD","LU2168563687.JPY","WDC","LU0170899867.USD","LU2247934214.USD","LU1127390331.HKD","IE00BK4W5M84.HKD","SG9999015978.USD","LU1868836757.USD","LU0823414551.USD","LU1066051225.USD","LU2237957902.USD","NVDW","MU","LU2456880835.USD","LU1814569148.SGD","LU2491049909.HKD","LU2505996509.AUD","LU1712237335.SGD","LU0289961442.SGD","LU1852331112.SGD","IE0034235303.USD","LU2028103732.USD","LU1145028129.USD","LU1951200564.SGD","LU0256863902.USD","LU0820561818.USD","LU2746668461.USD","IE0034235295.USD","LU2092627202.USD","LU2108987350.USD","LU0256863811.USD","LU2065171311.SGD","LU2471134523.USD","LU0251132253.USD","MUU","LU1868837136.USD","NVD","IE00B1XK9C88.USD","LU2931357623.SGD","LU2458330169.SGD","LU1721428933.USD","LU0198837287.USD","BK4608","LU0965509010.AUD","LU2361044949.HKD","SG9999017495.SGD","LU0310800379.SGD","LU0642271901.SGD","LU2168564222.USD","NVDL","SG9999001424.SGD","LU1153585028.USD","BK4529","LU0347712357.USD","IE00BQXX3C00.GBP","BK4554","LU1633808545.USD","IE00BKDWB100.SGD","SG9999002224.SGD","SG9999015945.SGD","BK4549","LU0158827781.USD","LU0345769128.USD","IE000W1ABFV2.USD","LU1084165304.USD","MUD","SGXZ23171101.USD","LU2271345857.HKD","LU0708995401.HKD","LU0466842654.USD","LU2065169927.USD","LU1935043536.SGD","LU0320765059.SGD","LU2065170008.USD","LU1242518931.SGD","LU0310799852.SGD","LU1935042215.USD","LU2294711713.HKD","LU2360106780.USD","LU1868837300.USD","LU2403377893.USD","LU2756315318.SGD","LU0353189680.USD","LU2089283258.USD","LU1548497426.USD","LU0079474960.USD","LU2250418816.HKD","LU2236285917.USD","IE00BZ199S13.USD","LU1778281490.HKD","LU2750360997.AUD","LU2471134952.CNY","LU1861220033.SGD","LU2023250504.SGD","LU0266013472.USD","LU0868494708.USD","LU2471134796.USD","NVDY","IE00BN29S564.USD","LU0787776722.HKD","LU1429558221.USD","LU1267930490.SGD","LU2106854487.HKD","LU0154236417.USD","IE0005OL40V9.USD","SG9999014906.USD","LU2592432038.USD","BK4532","IE00BD6J9T35.USD","LU0029864427.USD","LU0889565833.HKD","LU1244550494.USD","LU0689472784.USD","LU0557290698.USD","LU0124676726.USD","LU2430703095.HKD","LU2125909759.SGD","LU0353189763.USD","SG9999015952.SGD","IE00B775H168.HKD","LU2413666699.HKD","LU1623119135.USD","LU0719512351.SGD","LU1861127337.USD","LU2089284900.SGD","BK4141","LU2433249047.HKD","LU1815336760.USD","LU2471134879.HKD","GB00BDT5M118.USD","LU2491050154.USD","LU0225283273.USD","LU0316494557.USD","LU1868836591.USD","IE00B5949003.HKD","LU1935042991.SGD","LU2272731600.USD","LU2326559502.SGD","LU2089985449.USD","LU1804176565.USD","LU0788109477.HKD","LU0080751232.USD","SG9999000418.SGD","SGXZ99366536.SGD","LU0072462426.USD","BK4503","BK4587","IE00BFSS8Q28.SGD","LU2381873111.SGD","LU2249611893.SGD","LU0106261372.USD","BK4548","LU1316542783.SGD","LU0289960550.SGD","LU2506951792.HKD","LU2417539215.USD","LU0965509283.SGD","LU0417517546.SGD","BK4550","IE00BQXX3F31.USD","LU1861215975.USD","LU1923622291.USD","LU2097344357.USD","LU1815333072.USD","LU2125909916.SGD","LU1935043023.USD","IE00B1BXHZ80.USD","LU1821325948.USD","LU0265550359.USD","LU2462157665.USD","BK4527","SG9999018857.SGD","SGXZ81514606.USD","LU2860962120.EUR","HK0000320223.HKD","HK0000320264.USD","LU1951198990.SGD","SG9999014914.USD","SG9999004303.SGD","LU1720051108.HKD","IE00BZ1G4Q59.USD","LU1116320901.HKD","LU0528227936.USD","IE0004086264.USD","LU1064131342.USD","LU0672654240.SGD","LU0215105999.USD","LU2168564149.EUR","LU0444973449.USD","LU1992135399.USD","LU2552382058.USD","LU2023251221.USD","SGXZ51526630.SGD","LU1791710582.SGD","SG9999002232.USD","LU0354030511.USD","LU2097344431.USD","LU0943347566.SGD","LU1674673691.USD","LU1934455863.HKD","DIPS","IE0003U64NQ7.SGD","LU0964807845.USD","LU0345770993.USD","LU1674673428.USD","BK4588","LU1839511570.USD","IE00BMPRXQ63.HKD","HK0000914660.USD","LU1242518857.USD","LU0640476718.USD","IE00B19Z8W00.USD","LU1366192091.USD","IE000KEQY171.SGD","LU2213496289.HKD","LU1267930730.SGD","LU2265009873.SGD","BK4614","SG9999014542.SGD","BK4579","LU0861579265.USD","LU2125154935.USD","IE00B3SWFQ91.USD","IE00B7KXQ091.USD","LU0061474960.USD","LU0345769631.USD","LU0107464264.USD","HK0000914686.HKD","NVDS","IE0004091025.USD","LU2491050071.SGD","SG9999014880.SGD","LU2272731782.SGD","STX","LU0081259029.USD","SGXZ31699556.SGD","LU0308772762.SGD","IE0004445239.USD","LU1699723380.USD","LU0070217475.USD","LU0210528500.USD","LU0289739343.SGD","LU1989772923.USD","LU0444971666.USD","LU0082616367.USD","LU2272731865.HKD","LU0345770308.USD","LU1974910355.USD","IE00BYXW3230.USD","NVDQ","LU0985320562.USD","LU0210533765.USD","LU0390134368.USD","LU2087625088.SGD","LU2286300806.USD","LU1551013425.SGD","LU0979878070.USD","LU2357305700.SGD","LU1244550577.SGD","LU1642822529.SGD","LU0265550946.USD","LU2756315664.SGD","LU0096362180.USD","IE00BJJMRX11.SGD","LU1992135472.HKD","IE00BDRTCR15.USD","LU0109392836.USD","SG9999014559.SGD","07747","LU1691799644.USD","LU2125154778.USD","LU0096364046.USD","LU2420271590.USD","IE00BKVL7J92.USD"],"gpt_icon":1},{"id":"2608124508","title":"存储超级周期面临考验,韩股波动率“创新高”,对冲成本急升","url":"https://stock-news.laohu8.com/highlight/detail?id=2608124508","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608124508?lang=zh_cn&edition=full","pubTime":"2026-02-03 09:31","pubTimestamp":1770082264,"startTime":"0","endTime":"0","summary":"周一韩国综指暴跌超5%,创4月以来最大跌幅,三星电子和SK海力士等芯片股领跌。投资者避险情绪升温,韩国波动率指数VKOSPI飙升至近10个月最高,相对全球VIX的溢价创历史新高。分析师建议投资者谨慎对冲,等待确认后再入场。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764796","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764796","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"存储超级周期面临考验,韩股波动率“创新高”,对冲成本急升","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LPL","MKOR","SKM","SMSD.UK","PKX","KB","CPNG","FLKR","MUU","07747","EWY","09347","GRVY","DDI","SHG","07709","KORU","SSNLF","MUD","TVIX","KF","KEP","MULL","KPOP","KT"],"gpt_icon":1},{"id":"2608081947","title":"SK海力士领涨韩国芯片股 扭转前一交易日抛售颓势","url":"https://stock-news.laohu8.com/highlight/detail?id=2608081947","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608081947?lang=zh_cn&edition=full","pubTime":"2026-02-03 08:16","pubTimestamp":1770077760,"startTime":"0","endTime":"0","summary":"SK海力士领涨韩国芯片股,扭转前一交易日抛售颓势。SK海力士股价上涨5.8%,至87.8万韩元。三星电子股价上涨5.3%,至158400韩元。\n \n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:王永生","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fbc51eedd8a213e525ca6e58657818a9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-03/doc-inhknttp0400714.shtml","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":"sina","symbols":["BK4585","BK4588","09347","BK4535"],"gpt_icon":0},{"id":"2607384035","title":"三星、海力士预警:优先供应AI致传统芯片告急,全球手机、PC出货量指引转跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2607384035","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607384035?lang=zh_cn&edition=full","pubTime":"2026-01-29 22:15","pubTimestamp":1769696136,"startTime":"0","endTime":"0","summary":"全球两大存储芯片巨头三星与SK海力士发出警告,由于AI服务器需求激增,产能正优先转向高利润的HBM等高端芯片,导致传统PC和智能手机所需的DRAM供应持续紧张。这一结构性短缺已迫使IDC等机构下调2026年全球智能手机与PC出货预期至萎缩。","market":"sh","thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764505","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"5c213c6de7d9186d30cd7bb6955ce2e1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764505","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"三星、海力士预警:优先供应AI致传统芯片告急,全球手机、PC出货量指引转跌","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMSD.UK","07709","MUU","07747","BK4588","MULL","WDC","BK4535","BK4585","SNDK","BK4209","09347","MUD","MU","STX","SSNLF"],"gpt_icon":1},{"id":"2606208845","title":"“最大客户”都让步了!韩媒称三星、海力士一季度向苹果供DRAM价格较上季度翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2606208845","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606208845?lang=zh_cn&edition=full","pubTime":"2026-01-27 14:26","pubTimestamp":1769495208,"startTime":"0","endTime":"0","summary":"三星与SK海力士一季度向苹果供应的低功耗DRAM价格较上季度翻倍,涨幅分别超80%和约100%。这标志着作为最大客户的苹果被迫让步,打破了其低价采购惯例。因供应紧张,双方今年仅完成上半年谈判,随着下半年iPhone新机发布,价格或将进一步攀升。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764243","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"7fa18c3f9614249f49296fd5a22a262a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764243","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"“最大客户”都让步了!韩媒称三星、海力士一季度向苹果供DRAM价格较上季度翻倍","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2092937148.SGD","LU0267386448.USD","LU1582986433.USD","LU0345769128.USD","IE00B775H168.HKD","IE00BLSP4452.SGD","LU2430703251.USD","LU0912757837.SGD","LU1496350502.SGD","LU1852331112.SGD","LU2360106780.USD","BK4573","LU1582987597.SGD","LU1868836757.USD","LU2023250504.SGD","GB00BDT5M118.USD","LU1551013425.SGD","IE0009356076.USD","LU1119994496.HKD","LU1815336760.USD","IE00BJLML261.HKD","IE0004445239.USD","LU2271345857.HKD","LU1244550221.USD","LU2023251221.USD","LU0157215616.USD","IE00BKDWB100.SGD","IE00BWXC8680.SGD","LU0672654240.SGD","LU1366333091.USD","IE00BJTD4N35.SGD","LU0210528500.USD","LU2089284900.SGD","LU2552382215.SGD","LU2065171311.SGD","LU1989764748.USD","LU0965509283.SGD","LU0965508806.USD","LU0985320562.USD","LU1316542783.SGD","LU0354030511.USD","LU0965509101.SGD","HK0000306685.HKD","LU2237443978.SGD","LU0353189680.USD","HK0000320264.USD","IE0003U64NQ7.SGD","LU2168564222.USD","AAPL","LU0353189763.USD","LU2860962120.EUR","LU0234572021.USD","SG9999014575.USD","LU1069344957.HKD","LU2077746001.SGD","LU1066051811.HKD","LU1291159041.SGD","IE00B19Z8W00.USD","LU0198837287.USD","LU1301847155.USD","LU0234570918.USD","LU1823568750.SGD","IE00B1XK9C88.USD","LU2487616109.SGD","LU1206713676.USD","LU2552382058.USD","LU0210536198.USD","LU1674673428.USD","LU0251132253.USD","IE00B7KXQ091.USD","LU2417539215.USD","LU0642271901.SGD","LU0345770993.USD","LU2237443382.USD","LU2461242641.AUD","LU2089283258.USD","LU2168564495.EUR","LU0444971666.USD","LU2133065610.SGD","IE00B5949003.HKD","LU2125154778.USD","LU1974910355.USD","LU0689626769.HKD","BK4574","LU0444973449.USD","BK4507","IE00BDCRKT87.USD","LU1366192091.USD","LU0823421416.USD","LU0784385170.HKD","LU0511384066.AUD","IE00B19Z9505.USD","LU2746668974.SGD","LU2087621335.USD","LU1839511570.USD","IE000W1ABFV2.USD","LU0323591593.USD","LU0053666078.USD","LU0096362180.USD","LU0345770308.USD","EWY","LU1066051225.USD","LU2505996681.GBP","LU1718418525.SGD","BK4581","LU0689472784.USD","LU2452424414.USD","LU2106854487.HKD","LU0069063385.USD","LU0942090050.USD","07747","LU2023250843.SGD","LU0345768153.USD","LU1261432733.SGD","BK4559","LU0203202063.USD","IE0005OL40V9.USD","LU0553294199.USD","LU2756315664.SGD","SSNLF","LU0795875169.SGD","LU1791710400.SGD","IE00BFSS7M15.SGD","LU2462157665.USD","LU2430703178.SGD","LU2420271590.USD","SG9999014567.USD","LU0787776722.HKD","LU1629891620.HKD","LU2242649171.HKD","LU0289961442.SGD","LU2750360641.GBP","LU1935043023.USD","LU2456880835.USD","LU1235294995.USD","LU2028103732.USD","IE00BBT3K403.USD","LU1582986359.USD","LU0124676726.USD","LU2242650005.HKD","LU0784384876.USD","LU2065171402.SGD","SG9999015945.SGD","07709","LU1868836914.USD","BK4576","LU0314104364.USD","LU2750360997.AUD","LU1732800096.USD","LU0738911758.USD","LU0097036916.USD","LU2087625088.SGD","LU0354030438.USD","LU1232071149.USD","LU1699723380.USD","LU1934455863.HKD","LU0719512351.SGD","LU1868837300.USD","LU2083900584.USD","LU0154236417.USD","BK4527","LU2592432038.USD","LU0265550946.USD","LU1280957306.USD","IE0004091025.USD","SG9999015341.SGD","IE0004445015.USD","LU2213496289.HKD","LU0545039389.USD","LU1003077747.HKD","LU1868837136.USD","LU0795875086.SGD","LU1035775433.USD","LU1989764664.SGD","LU0784383803.USD","LU1934455277.USD","LU1116320901.HKD","IE00B3S45H60.SGD","SMSD.UK","LU0820561818.USD","LU0348723411.USD","LU2471134952.CNY","LU1496350171.SGD","LU0528227936.USD","IE00B1BXHZ80.USD","IE00BSNM7G36.USD","LU2265009873.SGD","IE00BJJMRY28.SGD","LU2286300806.USD","LU0957808578.USD","LU0149725797.USD","LU0127658192.USD","IE00B4YYXB79.USD","LU2896262040.SGD","LU1989772923.USD","LU0683600562.USD","LU0109392836.USD","LU0158827948.USD","LU2471134523.USD","HK0000306701.USD","LU2746668461.USD","IE00BK4W5M84.HKD","IE000KEQY171.SGD","LU0061474960.USD","LU1815333072.USD","LU0868494617.USD","LU0210533765.USD","LU2111349929.HKD","LU2361044949.HKD","LU0708995401.HKD","LU0640476718.USD","BK4532","LU0256863902.USD","BK4571","LU2237443465.HKD","IE000ITXATA3.USD","LU1674673691.USD","SG9999001424.SGD","HK0000914686.HKD","BK4598","BK4533","LU2168564149.EUR","LU2430703095.HKD","BK4550","SGXZ31699556.SGD","MACW.SI","LU0823434740.USD","LU2092627202.USD","LU1934455194.USD","IE0034235303.USD","LU2065170008.USD","LU2458330169.SGD","LU1037948541.HKD","LU0079474960.USD","BK4579","LU0861579265.USD","LU2191332357.HKD","LU1066051498.USD","LU1066053197.SGD","LU2357305700.SGD","LU2097344357.USD","LU1206712785.SGD","LU0314106906.USD","LU2360032135.SGD","SG9999018865.SGD","IE00BYXW3230.USD","LU2237443549.SGD","LU2023250330.USD","LU1720051108.HKD","LU0964807845.USD","IE00BKVL7J92.USD","LU0786609619.USD","SG9999014542.SGD","SG9999015358.SGD","LU0823421333.USD","LU2237438978.USD","09347","IE00BZ1G4Q59.USD","LU0788109477.HKD","BK4575","LU2458330243.SGD","LU1506573853.SGD","SG9999014906.USD","LU1642822529.SGD","LU0949170772.SGD","IE0004086264.USD","LU0265550359.USD","BK4592","LU2602419157.SGD","IE0001KFT4U8.USD","SG9999000418.SGD","LU1791710582.SGD","IE00BK4W5L77.USD","LU1935042215.USD","SG9999015986.USD","LU0057025933.USD","LU0494093205.USD","IE00B19Z8X17.USD","LU2552382132.HKD","BK4505","LU0109391861.USD","LU1244550494.USD","LU1145028129.USD","LU2381873111.SGD","SG9999014559.SGD","BK4585","LU2505996509.AUD","LU1720051017.SGD","IE0009G5SDU7.USD","LU1242518857.USD","BK4553","LU1803068979.SGD","LU1778281490.HKD","HK0000320223.HKD","SG9999015978.USD","LU1935042488.USD","IE00BJTD4V19.USD","LU0316494557.USD","LU2065169927.USD","LU2125154935.USD","LU0077335932.USD","SG9999002224.SGD","SG9999018857.SGD","LU0882574139.USD","BK4515","BK4170","LU1548497426.USD","LU2403377893.USD","LU1814569148.SGD","LU2054465674.USD","LU0868494708.USD","LU1914381329.SGD","SG9999015952.SGD","LU0289739343.SGD","LU2063271972.USD","LU0965509010.AUD","LU0889565833.HKD","LU2097344431.USD","IE000YTNTUN2.SGD","HK0000914660.USD","LU0048584097.USD","SG9999002232.USD","IE00B4JS1V06.HKD","LU1244550577.SGD","LU2361044865.SGD","LU2168563687.JPY","LU1037948897.HKD","LU2471134796.USD","LU2237443622.USD","LU2756315318.SGD","IE00BN8TJ469.HKD","LU1267930730.SGD","LU0320765059.SGD","LU0082616367.USD","LU0979878070.USD","LU0417517546.SGD","LU0096364046.USD","LU2250418816.HKD","LU0256863811.USD","IE00BFSS8Q28.SGD","LU0345768740.USD","SG9999014898.SGD","LU0072462426.USD","LU0476273544.USD","LU0957791311.USD","LU0203201768.USD","LU0823434583.USD","LU2108987350.USD","LU0061475181.USD","LU1116320737.USD","LU1868836591.USD","LU0724617625.USD","LU0238689110.USD","LU2237443895.HKD","IE00B3SWFQ91.USD","LU1582987324.SGD","LU0466842654.USD","LU1935042991.SGD","SG9999014880.SGD","SG9999014914.USD","BK4501","BK4554","LU1242518931.SGD","BK4534","LU0726765562.USD","LU2361045086.USD","LU2471134879.HKD","IE0034235295.USD","IE00BLSP4239.USD","LU2247934214.USD","LU1551013342.USD","LU1935043536.SGD","LU1804176565.USD","LU0472753341.HKD","LU1127390331.HKD","LU2347655156.SGD","IE00B775SV38.USD","IE00BN29S564.USD","LU2347655073.USD","LU0820562030.AUD","LU0820561909.HKD","IE00BDRTCR15.USD","LU0011850046.USD","LU2168564065.EUR","LU0456855351.SGD","LU2236285917.USD","LU0215105999.USD","LU0308772762.SGD","SG9999017495.SGD","LU2543165471.USD","BK4588","LU0345769631.USD","LU0080751232.USD","LU0056508442.USD","LU0170899867.USD","LU1989771016.USD","LU0784385840.USD","LU0158827781.USD","BK4566","LU1084165304.USD","LU1571399168.USD","LU0949170426.SGD","LU0943347566.SGD","LU1046421795.USD","LU0070217475.USD","LU1917777945.USD","IE00BJJMRX11.SGD","LU1989772840.SGD","LU0661504455.SGD","BK4512","LU1732799900.SGD"],"gpt_icon":1},{"id":"2606935522","title":"存储芯片,最大黑马","url":"https://stock-news.laohu8.com/highlight/detail?id=2606935522","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606935522?lang=zh_cn&edition=full","pubTime":"2026-01-26 11:53","pubTimestamp":1769399634,"startTime":"0","endTime":"0","summary":"从追赶者到竞争者","market":"us","thumbnail":"https://img3.gelonghui.com/4770a-60786256-b4e4-4139-badf-815fb3f4826c.jpg?guru_height=3866&guru_width=5791&guru_size=2465656","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/4770a-60786256-b4e4-4139-badf-815fb3f4826c.jpg?guru_height=3866&guru_width=5791&guru_size=2465656"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3671515","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储芯片,最大黑马","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["LU2294711713.HKD","LU0056508442.USD","LU1127390331.HKD","SG9999017495.SGD","SG9999014542.SGD","LU1935043536.SGD","IE00B775H168.HKD","BK4587","BK4554","LU0187121727.USD","LU0472753341.HKD","LU2191332357.HKD","LU2168564065.EUR","LU2244417387.USD","LU0345770993.USD","LU2065171311.SGD","IE00B19Z3B42.SGD","LU1992135472.HKD","LU1267930730.SGD","LU2487616109.SGD","LU2125909916.SGD","LU1712237335.SGD","LU1496350502.SGD","LU2211815571.USD","MU","LU0203202063.USD","LU0979878070.USD","LU1691799644.USD","LU0511384066.AUD","LU2746668974.SGD","LU0683600562.USD","LU1861220033.SGD","SSNLF","LU2106854487.HKD","LU0251132253.USD","LU2452424414.USD","LU1914381329.SGD","MUU","IE00B1XK9C88.USD","NVDQ","BK4588","BK4533","LU0310799852.SGD","LU1066051498.USD","LU1815333072.USD","LU2023250504.SGD","NVDX","LU2092937148.SGD","IE000KEQY171.SGD","LU2083900584.USD","LU0724617625.USD","SG9999015945.SGD","LU0323591593.USD","IE00BD6J9T35.USD","LU1839511570.USD","SNVD.UK","LU1934455277.USD","LU2491049909.HKD","IE00B19Z8X17.USD","IE00B4YYXB79.USD","HK0000320264.USD","LU0094547139.USD","LU2065170008.USD","LU0476273544.USD","IE00BWXC8680.SGD","IE00B19Z8W00.USD","LU0265550359.USD","2NVD.UK","LU0820561909.HKD","IE00B7KXQ091.USD","LU0289961442.SGD","IE00BMPRXQ63.HKD","LU0640476718.USD","SG9999018865.SGD","LU0820562030.AUD","LU2750360641.GBP","LU2250418816.HKD","LU0557290698.USD","LU1551013342.USD","LU1935042215.USD","DIPS","IE00BK4W5L77.USD","LU2322448791.USD","BK4614","SG9999014914.USD","MUD","SGXZ81514606.USD","LU0266013472.USD","LU0069063385.USD","LU1814569148.SGD","LU0528227936.USD","LU2361045086.USD","LU1852331112.SGD","LU0345768153.USD","NVDY","BK4529","NVDU","IE00BZ199S13.USD","LU2896262040.SGD","NVDW","IE0034235295.USD","IE00B4JS1V06.HKD","LU0072462426.USD","SG9999014567.USD","LU0096362180.USD","LU0466842654.USD","BK4592","LU1366333091.USD","LU0642271901.SGD","LU2461242641.AUD","LU2471134523.USD","NVD2.UK","SG9999014880.SGD","LU2463028550.USD","LU1935043023.USD","LU0096364046.USD","LU1983260115.SGD","IE0005OL40V9.USD","LU2097344431.USD","LU2108987350.USD","BK4608","LU2473716301.USD","LU0861579265.USD","LU2272731782.SGD","LU0965508806.USD","LU1366192091.USD","LU1066051811.HKD","SGXZ23171101.USD","IE00BZ1G4Q59.USD","LU1989764664.SGD","LU1035775433.USD","BK4575","BK4528","LU1803068979.SGD","NVDG","LU2756315664.SGD","LU2360032135.SGD","LU2213496289.HKD","LU2023251221.USD","LU1718418525.SGD","LU0348723411.USD","LU1037948541.HKD","LU2028103732.USD","LU2491050071.SGD","IE00BFSS8Q28.SGD","IE00BYXW3230.USD","LU0964807845.USD","IE00BJLML261.HKD","LU2125909593.SGD","SGXZ99366536.SGD","IE00BDRTCR15.USD","LU0029864427.USD","LU0942090050.USD","LU1934455194.USD","SGXZ31699556.SGD","LU1791710582.SGD","LU0210528500.USD","LU1435385759.SGD","LU0157215616.USD","HK0000914686.HKD","LU1242518857.USD","3NVD.UK","IE000W1ABFV2.USD","LU2491050154.USD","LU1861215975.USD","LU2063271972.USD","LU0234572021.USD","LU0308772762.SGD","WDC","LU0006306889.USD","LU0943347566.SGD","LU1064131342.USD","BK4512","SMSD.UK","LU2242650005.HKD","LU0390134368.USD","LU1951200564.SGD","LU2505996509.AUD","LU2430703178.SGD","LU1674673691.USD","LU2247934214.USD","IE0034235303.USD","SG9999015358.SGD","LU0345768740.USD","LU2077746001.SGD","LU1804176565.USD","LU2271345857.HKD","LU2361044865.SGD","LU1951198990.SGD","LU1069344957.HKD","LU1119994496.HKD","LU1720051108.HKD","BK4548","LU2087621335.USD","SG9999015341.SGD","BK4551","LU0158827948.USD","LU1821325948.USD","BK4532","NVDS","LU1974910355.USD","LU1868836591.USD","LU0353189763.USD","LU0345770308.USD","NVDS.UK","IE00BJTD4V19.USD","SG9999002224.SGD","LU1988902786.USD","LU2236285917.USD","STX","LU2417539215.USD","09347","LU0274383776.USD","LU0170899867.USD","BK4543","LU1116320901.HKD","LU0823414478.USD","IE00BFSS7M15.SGD","LU0957808578.USD","BK4023","LU1145028129.USD","LU2265009873.SGD","SG9999001424.SGD","LU1868837136.USD","LU0011850046.USD","LU1629891620.HKD","LU0965509101.SGD","LU0719512351.SGD","LU0203347892.USD","LU1674673428.USD","LU1116320737.USD","BK4581","LU1923622614.USD","LU0215105999.USD","BK4612","LU0792757196.USD","LU1917777945.USD","LU0957791311.USD","IE00B1BXHZ80.USD","LU2089284900.SGD","LU1992135399.USD","BK4534","IE0004445015.USD","LU0345769631.USD","LU1551013425.SGD","LU2326559502.SGD","LU0127658192.USD","SG9999004303.SGD","IE00BJJMRX11.SGD","IE00B3SWFQ91.USD","LU0965509283.SGD","IE0003U64NQ7.SGD","LU0234570918.USD","IE000ITXATA3.USD","LU1642822529.SGD","NVD3.UK","SG9999015978.USD","LU0868494708.USD","LU2430703251.USD","LU0310800379.SGD","IE00B3M56506.USD","LU2065169927.USD","IE00BJTD4N35.SGD","BK4527","LU2168564149.EUR","NVII","IE0002270589.USD","IE00B19Z9505.USD","IE0004445239.USD","LU1267930813.SGD","NVDD","IE00BN29S564.USD","LU0882574139.USD","LU2322448957.HKD","LU0107464264.USD","LU0154236417.USD","LU2023250330.USD","LU1316542783.SGD","LU2413666699.HKD","LU0788109477.HKD","LU2286300806.USD","LU0267386448.USD","LU0985320562.USD","LU0965509010.AUD","LU0079474960.USD","LU0444971666.USD","LU0354030511.USD","LU1989764748.USD","HK0000306685.HKD","LU1861127337.USD","LU2420271590.USD","LU0238689110.USD","BK4549","LU0109391861.USD","LU0353189680.USD","IE0009356076.USD","SG9999014906.USD","LU0345769128.USD","LU2750360997.AUD","LU0823434740.USD","BK4141","LU1037948897.HKD","LU0061474705.USD","BK4598","LU2456880835.USD","SNDK","LU2602419157.SGD","NVIW.SI","LU0708995401.HKD","LU2471134796.USD","LU2505996681.GBP","LU0211328371.USD","LU1261432733.SGD","LU2471134952.CNY","LU2462157665.USD","LU2237957811.SGD","LU0823434583.USD","LU0080751232.USD","BK4553","LU1934455863.HKD","IE0004091025.USD","LU1323610961.USD","LU1791710400.SGD","LU0444973449.USD","SG9999014575.USD","LU2458330243.SGD","BK4503","LU2089283258.USD","LU0128525929.USD","LU2756315318.SGD","LU1989772923.USD","LU0124676726.USD","LU0708994859.HKD","IE00BQXX3F31.USD","LU2168564495.EUR","LU0057025933.USD","LU0689472784.USD","LU1066053197.SGD","LU2054465674.USD","IE00BK4W5M84.HKD","LU0820561818.USD","LU0203345920.USD","LU0787776722.HKD","LU1548497426.USD","LU0316494557.USD","LU1868836757.USD","LU1244550494.USD","LU2125909247.SGD","LU0097036916.USD","LU2357305700.SGD","LU0289960550.SGD","LU2433249047.HKD","LU2361044949.HKD","LU0081259029.USD","SG9999018857.SGD","LU0048584097.USD","LU1066051225.USD","BK4567","HK0000914660.USD","LU0203201768.USD","HK0000306701.USD","SG9999014898.SGD","LU2381873111.SGD","BK4168","LU1923623000.USD","GB00BDT5M118.USD","LU1778281490.HKD","LU1232071149.USD","LU0265550946.USD","LU2125909759.SGD","LU2506951792.HKD","LU1242518931.SGD","LU2111349929.HKD","BK4585","SGXZ51526630.SGD","IE00BMPRXR70.SGD","LU2552382132.HKD","LU2097344357.USD","LU1935042488.USD","LU0289739343.SGD","LU1244550577.SGD","LU0342679015.USD","IE000YTNTUN2.SGD","IE00B19Z3581.USD","LU0347712357.USD","IE00BJJMRY28.SGD","SG9999014559.SGD","LU0889566641.SGD","LU0225283273.USD","LU2125154778.USD","LU0354030438.USD","LU0672654240.SGD","BK4605","LU0823421416.USD","IE00B5949003.HKD","IE0034235188.USD","LU0053666078.USD","LU1721428933.USD","IE0009G5SDU7.USD","LU0109392836.USD","LU1623119135.USD","SG9999015986.USD","07747","LU2242649171.HKD","LU2543165471.USD","LU2458330169.SGD","LU0175139822.USD","LU2237438978.USD","IE00BHPRN162.USD","LU0061474960.USD","LU1815336760.USD","LU2552382058.USD","IE00BQXX3D17.EUR","LU1267930573.SGD","LU1989772840.SGD","LU2860962120.EUR","LU2746668461.USD","IE0004086264.USD","LU0256863902.USD","LU1868836914.USD","LU2592432038.USD","LU0210536198.USD","LU0082616367.USD","LU0211327993.USD","LU0889565833.HKD","07709","IE00B7SZLL34.SGD","LU0276348264.USD","LU2092627202.USD","LU0417517546.SGD","LU2471134879.HKD","IE00BKVL7J92.USD","LU2552382215.SGD","LU1280957306.USD","LU2430703095.HKD","LU0210533765.USD","LU1084165304.USD","BK4579","LU1720051017.SGD","LU1267930490.SGD","LU1571399168.USD","LU2403377893.USD","LU1633808545.USD","LU0061475181.USD","NVD","LU0823414551.USD","LU0077335932.USD","LU2413666426.HKD","LU0868494617.USD","LU2125154935.USD","LU1935042991.SGD","LU2168563687.JPY","LU1923622291.USD","LU2065171402.SGD","LU2168564222.USD","LU0198837287.USD","LU2360107168.USD","LU1496350171.SGD","HK0000320223.HKD","IE00BMPRXN33.USD","LU1244550221.USD","LU0158827781.USD","LU0823421333.USD","LU2264538146.SGD","LU1429558221.USD","SG9999015952.SGD","MULL","BK4550","LU1868837300.USD","LU2249611893.SGD","LU2290526834.HKD","BK4566","IE00BKPKM429.USD","IE00BKDWB100.SGD","LU2360106780.USD","LU1699723380.USD","LU0070217475.USD","IE0001KFT4U8.USD","LU2048586759.USD","LU0256863811.USD","LU2357125470.USD","LU2237957902.USD","LU0320765059.SGD","LU2087625088.SGD","LU0786609619.USD","LU2089985449.USD","LU0106261372.USD","LU0494093205.USD","SG9999000418.SGD","LU2272731865.HKD","LU2272731600.USD","LU1153585028.USD","LU2931357623.SGD","IE00BDCRKT87.USD","LU0689626769.HKD","SG9999002232.USD","IE00BQXX3C00.GBP"],"gpt_icon":1},{"id":"1102396222","title":"存储芯片“贫富差距”拉大,赢家输家到底怎么选?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102396222","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1102396222?lang=zh_cn&edition=full","pubTime":"2026-01-21 21:05","pubTimestamp":1769000706,"startTime":"0","endTime":"0","summary":"大摩分析,AI带来的技术通胀正在加剧供应链的成本压力,导致存储芯片与传统硬件制造商之间的“贫富差距”拉大。SK海力士和三星被列为首选,其上涨潜力分别达到13%和14%。此外,AI存储需求还导致了NAND晶圆现货价格和模组价格的上涨。存储芯片价格不仅是行业周期的温度计,更是区分市场赢家与输家的分水岭。","market":"us","thumbnail":"https://static.tigerbbs.com/54c138f9f1f53ab709416cc826b0bd8a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/54c138f9f1f53ab709416cc826b0bd8a"],"rights":{"source":"lsy1762389672944","url":"https://wallstreetcn.com/articles/3763830","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"071dc6a364133014c46034bd1335a9b7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3763830","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储芯片“贫富差距”拉大,赢家输家到底怎么选?","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["WDC","09347","MULL","07709","STX","SMSD.UK","MU","07747","MUU","SSNLF","MUD","SNDK"],"gpt_icon":1},{"id":"2601135888","title":"中韩电池霸主易位?中国厂商包揽全球前二 韩国份额缩水","url":"https://stock-news.laohu8.com/highlight/detail?id=2601135888","media":"智车派","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601135888?lang=zh_cn&edition=full","pubTime":"2026-01-08 14:06","pubTimestamp":1767852371,"startTime":"0","endTime":"0","summary":"据智车派了解,韩国三大电池制造商的全球市场份额总和为15.7%,同比下降了3.5个百分点。其中,LG新能源电池使用量为96.9 GWh,同比增长11.1%,以9.3%的市场份额保持全球第三位。三星SDI的排名则下滑两位。对比之下,中国电池企业的增长势头持续强劲。SNE Research分析指出,随着人工智能数据中心电力负荷增加,带动储能系统需求激增,从电动汽车向储能的转换正在加速。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108141022a4aabaa6&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=nesSN20260108141022a4aabaa6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1610","LU0359201612.USD","LU0164865239.USD","LU2360107325.USD","SG9999006597.SGD","LU0516422952.EUR","LU0594300419.USD","LU0511384066.AUD","LU1880383440.USD","LU1861214812.USD","LU0543330566.HKD","LU0561508036.HKD","LU2399975544.HKD","LU0417516902.SGD","BK1509","LU0531970944.HKD","LU0819121731.USD","LU0039217434.USD","LU0823426480.USD","LU1961090484.USD","LU0254981946.USD","LU0531971595.HKD","LU2778985437.USD","LU0054450605.USD","LU1868837565.USD","LU0289739343.SGD","LU0143863784.USD","LU0634319403.HKD","LU0143863198.USD","LU0289961442.SGD","LU0588545904.SGD","LU0417516738.SGD","LU0229945570.USD","LU0359202008.SGD","LU0588546209.SGD","LU2097828474.EUR","LU2039709279.SGD","LU1794554557.SGD","BK1539","81211","LU0348735423.USD","SG9999002828.SGD","LU2357125470.USD","01211","LU2249611893.SGD","LU0211977185.USD","002594","LU1813983027.USD","SG9999015945.SGD","LU1719994722.HKD","LU1880383366.USD","LU1303224171.USD","LU1808992512.USD","LU0588545490.SGD","LU0315178854.USD","LU0588545730.USD","LU2153592121.USD","LU0469268626.HKD","SG9999006514.SGD","LU2097828631.EUR","LU0540923850.HKD","LU0327786744.USD","LU0463099449.HKD","LU2506951792.HKD","LU1251922891.USD","LU0449509016.USD","LU2294711713.HKD","LU0326950275.SGD","SG9999001226.SGD","LU1242518857.USD","LU0823039010.USD","LU0823426308.USD","LU0320764599.SGD","03750","LU0505663152.USD","LU0856984785.SGD","LU1770034418.SGD","LU0259732245.USD","BK1119","SG9999015978.USD","LU0244354667.USD","SG9999015952.SGD","LU0516422366.SGD","LU2097828557.USD","LU0043850808.USD","LU0823414551.USD","SG9999015986.USD","LU0708995583.HKD","LU0828238088.HKD","LU1868838027.USD","LU0823038988.USD","LU0979878070.USD","LU0052750758.USD","LU0289960550.SGD","LU1720050803.USD","LU0348827113.USD","LU0823414478.USD","LU0314109678.HKD","LU2348774022.SGD","LU0593848301.USD","LU0348825331.USD","LU1868837722.USD","LU0307460666.USD","LU0605514214.HKD","LU0516423091.SGD","LU1023057109.AUD","LU0165289439.USD","LU2476274720.SGD","HYDD.SI","LU0594300179.USD","LU0359201885.HKD","BK1540","BK1582","LU0348805143.USD","BK1594","LU1328277881.USD","LU2097828714.EUR","LU2449936058.SGD","LU0650527681.SGD","SG9999014674.SGD","BYDDY","LU0509642566.USD","BK1522","LU0871576103.HKD","IE00BD6J9T35.USD","LU1188198961.HKD","LU0214875030.USD","LU0516423174.USD","LU0164872284.USD","LU0865486749.SGD","LU0269904917.USD","LU2476274308.USD","SG9999002463.SGD","LU1242518931.SGD","LU2097828805.USD","LU0572944931.SGD","LU0819123356.HKD","09347","LU0516422440.USD","LU0449515922.USD","LU0175139822.USD","300750","LU0084288322.USD","LU1861219969.SGD"],"gpt_icon":1},{"id":"2601695875","title":"存储芯片价格失控!华尔街再调预期:2026年DRAM或暴涨88%,NAND涨74%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601695875","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601695875?lang=zh_cn&edition=full","pubTime":"2026-01-07 17:07","pubTimestamp":1767776822,"startTime":"0","endTime":"0","summary":"花旗在其最新的展望中,展现了比野村证券更为激进的看涨姿态。分析师认为,受AI Agent普及和AI CPU内存需求激增的驱动,存储芯片价格将在2026年出现失控式上涨。2026年DRAM的平均售价(ASP)涨幅预期从原本的53%暴力上调至88%,NAND的涨幅预期从44%上调至74%。","market":"sh","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3762731","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"5ffc08f3a919603631ce88ed836bda66","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3762731","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储芯片价格失控!华尔街再调预期:2026年DRAM或暴涨88%,NAND涨74%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MUU","MU","WDC","MUD","SNDK","STX","09347","07709","MULL","SSNLF","SMSD.UK","07747"],"gpt_icon":1},{"id":"2580013172","title":"存储芯片“严重短缺”,DRAM和DDR涨价“势不可挡”,瑞银上调三星和SK海力士目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2580013172","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580013172?lang=zh_cn&edition=full","pubTime":"2025-11-04 15:10","pubTimestamp":1762240208,"startTime":"0","endTime":"0","summary":"存储芯片行业正面临\"严重短缺\",瑞银报告指出2025年第四季度DDR内存合同价格预计环比涨幅达21%或更高。瑞银据此上调三星电子和SK海力士目标股价,并预计供应短缺状况将至少持续至2026年底,价格涨势有望延续至2027年第一季度。","market":"sh","thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3758625","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":"af3b5049e3ea5240786cbc2450a0ac85","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3758625","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":null,"symbols":["07747","09347","07709"],"gpt_icon":0}],"profile":{"stockEarnings":[{"period":"1week","weight":-0.2121},{"period":"1month","weight":-0.4222},{"period":"3month","weight":-0.7842},{"period":"6month","weight":-0.9033},{"period":"1year","weight":-0.9443},{"period":"ytd","weight":-0.6438}],"compareEarnings":[{"period":"1week","weight":-0.0119},{"period":"1month","weight":-0.0052},{"period":"3month","weight":0.0299},{"period":"6month","weight":0.0612},{"period":"1year","weight":0.1806},{"period":"ytd","weight":0.042}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"exchange":"SEHK","name":"南方两倍做空三星电子(美元)","nameEN":"CSOP Samsung Electronics Daily (-2x) Inverse Product"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"南方两倍做空三星电子(美元)(09347)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供南方两倍做空三星电子(美元)(09347)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"南方两倍做空三星电子(美元),09347,南方两倍做空三星电子(美元)股票,南方两倍做空三星电子(美元)股票老虎,南方两倍做空三星电子(美元)股票老虎国际,南方两倍做空三星电子(美元)行情,南方两倍做空三星电子(美元)股票行情,南方两倍做空三星电子(美元)股价,南方两倍做空三星电子(美元)股市,南方两倍做空三星电子(美元)股票价格,南方两倍做空三星电子(美元)股票交易,南方两倍做空三星电子(美元)股票购买,南方两倍做空三星电子(美元)股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"南方两倍做空三星电子(美元)(09347)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供南方两倍做空三星电子(美元)(09347)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}