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BK4551 寇图资本持仓
未开盘 10-22 16:00:00 EDT
4,180.63
-171.02
-3.93%
最高
4,351.70
最低
4,162.71
成交量
7.93亿
今开
4,351.70
昨收
4,351.65
日振幅
4.34%
总市值
0.00
流通市值
0.00
总股本
0.00
成交额
1,087亿
换手率
--
流通股本
0.00
市净率
13.473265
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
资讯
新帖
简况
ETF异动 | 南方两倍做多特斯拉(07766)涨超4% 里昂指市场对SpaceX与特斯拉合并情绪胜过长线风险忧虑
智通财经网 · 11:42
ETF异动 | 南方两倍做多特斯拉(07766)涨超4% 里昂指市场对SpaceX与特斯拉合并情绪胜过长线风险忧虑
黄仁勋回应是否考虑与长鑫存储合作：持开放态度 没有哪个国家在制造业比中国更强
格隆汇 · 11:41
黄仁勋回应是否考虑与长鑫存储合作：持开放态度 没有哪个国家在制造业比中国更强
广州凯得投资退出橙行智动
南方财经网 · 11:39
广州凯得投资退出橙行智动
事关中国，黄仁勋最新发声
每日经济新闻 · 11:16
事关中国，黄仁勋最新发声
马斯克杀入好莱坞，曝 10 亿美元投资派拉蒙收购华纳兄弟后成立的“天舞”公司
同花顺 · 11:09
马斯克杀入好莱坞，曝 10 亿美元投资派拉蒙收购华纳兄弟后成立的“天舞”公司
李想：2026款理想i6续航达成率104%，是因为核心三电都是我们自己的
IT之家 · 10:53
李想：2026款理想i6续航达成率104%，是因为核心三电都是我们自己的
法巴看多英伟达(NVDA.US)：柏林GTC大会上延续强劲势头 AI工厂加速吉瓦级部署
智通财经 · 10:50
法巴看多英伟达(NVDA.US)：柏林GTC大会上延续强劲势头 AI工厂加速吉瓦级部署
高盛总结英伟达GTC柏林大会三大看点，AI部署仍在正轨上推进
格隆汇 · 10:15
高盛总结英伟达GTC柏林大会三大看点，AI部署仍在正轨上推进
黄仁勋：没有哪个国家在制造业方面比中国更强
智通财经 · 10:13
黄仁勋：没有哪个国家在制造业方面比中国更强
英伟达800VDC架构引爆电气设备新赛道！罗格朗、西门子获高盛点名
智通财经 · 10:01
英伟达800VDC架构引爆电气设备新赛道！罗格朗、西门子获高盛点名
物理AI如何跨过规模化的坎？对话亚马逊云科技汽车与制造全球总经理
智东西 · 09:55
物理AI如何跨过规模化的坎？对话亚马逊云科技汽车与制造全球总经理
星舰登月需要发射22次？马斯克：胡扯，最多8次搞定
IT之家 · 09:54
星舰登月需要发射22次？马斯克：胡扯，最多8次搞定
全球不挑油：小鹏MONA L05超级增程适配多地区油品标准
IT之家 · 09:54
全球不挑油：小鹏MONA L05超级增程适配多地区油品标准
黄仁勋：到2029年存储供应过剩的可能性不大
格隆汇 · 09:40
黄仁勋：到2029年存储供应过剩的可能性不大
存储基板厂商 TLB 启动 SOCAMM3 基板开发
链捕手 · 09:20
存储基板厂商 TLB 启动 SOCAMM3 基板开发
黄仁勋：2029 年前内存供应过剩可能性不大
链捕手 · 09:11
黄仁勋：2029 年前内存供应过剩可能性不大
Optimus量产在即的硬指标：从产线就绪到交付复购
同花顺 · 08:33
Optimus量产在即的硬指标：从产线就绪到交付复购
特斯拉澳大利亚和新西兰发言人：特斯拉已决定不推进在澳大利亚和新西兰生产Cybertruck的计划。
智通财经 · 08:02
特斯拉澳大利亚和新西兰发言人：特斯拉已决定不推进在澳大利亚和新西兰生产Cybertruck的计划。
华尔街AI信仰遭遇重击！纳指暴跌2.6%，芯片股血洗、Meta重挫7%
FX168全球投资 · 07:55
华尔街AI信仰遭遇重击！纳指暴跌2.6%，芯片股血洗、Meta重挫7%
【今日主题前瞻】英伟达升级Isaac机器人平台，推出人形机器人参考框架与仿真工具
中金财经 · 07:55
【今日主题前瞻】英伟达升级Isaac机器人平台，推出人形机器人参考框架与仿真工具
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寇图资本持仓
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11:42","pubTimestamp":1792726951,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，南方两倍做多特斯拉涨超4%，截至发稿，涨4.61%，报86.2港元，成交额258.28万港元。该行将特斯拉目标价由310美元上调至400美元，并将评级由“跑输大市”上调至“持有”。此外，马斯克近日季度业绩网络会议上透露，SpaceX特斯拉已成立特别委员会，开始探讨潜在交易。该行认为，特斯拉已由清洁能源公司转向人工智能驱动，与SpaceX相近，合并具逻辑，该行相信合并将会发生，且市场对合并的情绪胜过长线风险忧虑。","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":"http://www.zhitongcaijing.com/content/detail/1511331.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":"highlight_zhitongcaijin","symbols":["IE00BSNM7G36.USD","LU0823411888.USD","BK4574","LU0708995401.HKD","LU2236285917.USD","LU0053666078.USD","BK4604","LU0077335932.USD","LU0345770993.USD","LU0823414478.USD","LU2462157665.USD","LU1629891620.HKD","LU0097036916.USD","LU0719512351.SGD","SG9999015978.USD","SG9999015986.USD","IE00B1XK9C88.USD","LU0820561909.HKD","LU1066053197.SGD","LU0689472784.USD","LU2168564149.EUR","TSLP","LU2420271590.USD","LU2290526834.HKD","TESL","LU0345769631.USD","FDRV","IDRV","IE00B19Z8W00.USD","LU1720051017.SGD","LU0943347566.SGD","IE00BK4W5M84.HKD","LIT","LU2250418816.HKD","IE00B1BXHZ80.USD","TSL","TSLT","TSLO","BK4612","TSLZ","TSLI","BK4555","LU1145028129.USD","LU1366192091.USD","LU2417539215.USD","TSLG","BK4585","LU2471134952.CNY","LU2456880835.USD","LU2213496289.HKD","LU1551013342.USD","LU1861215975.USD","LU1861558580.USD","IE00B19Z9505.USD","CRSH","LU2108987350.USD","BK4598","BK4543","LU2087621335.USD","IE00BJLML261.HKD","TSII","09366","TSLY","LU2168564222.USD","LU1551013425.SGD","BK4099","LU0210536198.USD","IE00B19Z8X17.USD","LU2168563687.JPY","LU0316494557.USD","TESC","HK0000914660.USD","LU0323591593.USD","LU1066051498.USD","LU1232071149.USD","LU0234570918.USD","LU2403377893.USD","LU2756315664.SGD","TSLA","LU1674673428.USD","LU2750360641.GBP","BK4516","LU0133085943.USD","LU0820561818.USD","LU2357305700.SGD","LU1674673691.USD","TSDD","LU0109391861.USD","LU0345769128.USD","IE00BWXC8680.SGD","LU2360107168.USD","IE0034235303.USD","LU1914381329.SGD","LU2063271972.USD","LU1839511570.USD","TSLW","LU2249611893.SGD","BK4550","LU2471134879.HKD","LU1066051225.USD","LU0345770308.USD","LU0820562030.AUD","LU2602419157.SGD","LU1548497426.USD","LU1720051108.HKD","LU0082616367.USD","LU0234572021.USD","BK4592","BK4533","LU2326559502.SGD","LU0672654240.SGD","LU0348723411.USD","LU2471134796.USD","WATS","07766","BK4511","LU0320765059.SGD","LU1429558221.USD","TSYY","TEST","BK4581","TSLQ","LU0466842654.USD","LU1435385759.SGD","LU2168564495.EUR","BK4548","09766","LU2023250330.USD","LU2471134523.USD","LU2756315318.SGD","IE00BK4W5L77.USD","SG9999015945.SGD","LU2750360997.AUD","TLA","LU1852331112.SGD","LU2168564065.EUR","TSLL","LU1066051811.HKD","SMOG","STSLAmain","SG9999015952.SGD","BK4527","ELOL","LU0056508442.USD","LU0964807845.USD","BK4588","LU1267930730.SGD","WANT","LU2896262040.SGD","LU2360106780.USD","LU1778281490.HKD","LU1861559042.SGD","LU1861220033.SGD","TSLR","HK0000914686.HKD","07366","BK4551","BK4534","LU0198837287.USD","TSLS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677591486","title":"黄仁勋回应是否考虑与长鑫存储合作：持开放态度 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10 亿美元投资派拉蒙收购华纳兄弟后成立的“天舞”公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2677911199","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677911199?lang=zh_cn&edition=full","pubTime":"2026-10-23 11:09","pubTimestamp":1792724940,"startTime":"0","endTime":"0","summary":" IT之家10月23日消息，当地时间22日，据美国CNBC援引知情人士消息称，埃隆.马斯克向天舞公司投资了约10亿美元(IT之家注：现汇率约合66.88亿元人民币)。天舞是派拉蒙收购华纳兄弟探索后更名 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TLB 启动 SOCAMM3 基板开发","url":"https://stock-news.laohu8.com/highlight/detail?id=2677809916","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677809916?lang=zh_cn&edition=full","pubTime":"2026-10-23 09:20","pubTimestamp":1792718402,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，韩国存储基板厂商 TLB 已与两家国内外大型存储制造商启动 AI 服务器低功耗内存模块规格 SOCAMM3 基板开发。据业界 22 日消息，TLB 近期开始与两家现有存储客户协商设计方向和制造工艺，规格尚未确定，存储厂商计划先与基板厂商完成设计后再纳入规格，实际基板量产预计在 2028 年。SOCAMM 将移动端低功耗 DRAM 做成可拆卸的 AI 服务器模块，由英伟达率先用于自有 AI 服务器，SOCAMM2 已发展为 JEDEC 标准。目前英伟达 Vera CPU 旁每颗 CPU 搭载 8 个基于 LPDDR5X 的 SOCAMM2，单颗 CPU 最大容量 1.5TB、带宽每秒 1.2TB。SOCAMM2 基板需经过五次叠层，SOCAMM3 叠层次数将增加，微孔加工等工艺难度上升。适用系统尚未公开，2028 年量产时点与英伟达路线图重合，英伟达今年 3 月在 GTC 宣布将于 2028 年推出 Feynman GPU 与新 CPU Rosa。TLB 的 SOCAMM2 基板已于今年初量产，二季度产量和销售额较前一季度增长三倍以上，生产时间与单价均约为既有模块基板的两倍。业界预计今年 TLB 的 SOCAMM 基板销售额约 700 亿韩元，明年约 1400 亿韩元。券商预计公司今年整体营收约 3500 亿至 3700 亿韩元，同比增长约 40%，明年约 4500 亿韩元。公司下月将在越南北宁省安丰产业园开工建设二厂，目标明年四季度投产，但 SOCAMM 基板短期内仍仅在安山总部生产。 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年前内存供应过剩可能性不大","url":"https://stock-news.laohu8.com/highlight/detail?id=2677458915","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677458915?lang=zh_cn&edition=full","pubTime":"2026-10-23 09:11","pubTimestamp":1792717906,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据科创板日报，英伟达首席执行官黄仁勋周四在柏林 GTC 大会期间接受媒体采访时表示，到 2029 年出现内存供应过剩的可能性不大。他说，内存很棒的一点是永远可以用得更多，并称 HBM 未来数年会持续得到应用。黄仁勋还表示，英伟达是全球首家将手机中使用的 LPDDR 内存引入数据中心的公司，这使其能效达到目前全球任何方案的两倍，因此将继续大量使用这类内存。他上周四称，客户对 AI 芯片的订购需求持续超过公司供应能力，新订单几乎每周、甚至每天都在涌入。过去一周，存储芯片股因市场担忧供应过剩和需求疲软而遭遇抛售。韩国一家知名媒体上周发表专栏，援引两位专家称，预计到 2029 年半导体将出现大量新增供应，存储芯片市场可能变成红海。周四纳斯达克综合指数收跌 2.6%，报 26008.86 点；闪迪跌 8.51%，SK 海力士跌 8.07%，希捷科技跌 7.86%，西部数据跌 6.43%，美光科技跌 6.23%。 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