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BK4553 喜马拉雅资本持仓
已收盘 12-18 16:00:00 EST
3,390.69
+39.22
+1.17%
最高
3,406.52
最低
3,357.96
成交量
2.33亿
今开
3,365.52
昨收
3,351.47
日振幅
1.45%
总市值
0.00
流通市值
0.00
总股本
0.00
成交额
424.82亿
换手率
--
流通股本
0.00
市净率
10.111273
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
摩根士丹利：2026半导体行业将“万里无云”，AI带飞全链条！
半导体新知道 · 06:30
摩根士丹利：2026半导体行业将“万里无云”，AI带飞全链条！
谷歌扩展AI内容透明度工具至全球
DoNews · 03:44
谷歌扩展AI内容透明度工具至全球
谷歌逆袭 硅谷洗牌
北京商报 · 02:00
谷歌逆袭 硅谷洗牌
美光科技的内存供应压力依然无缓解迹象
投资观察 · 01:21
美光科技的内存供应压力依然无缓解迹象
爆料称苹果下一代iPad mini芯片有变？或跳过A19 Pro直上A20 Pro
ITBEAR科技资讯 · 00:46
爆料称苹果下一代iPad mini芯片有变？或跳过A19 Pro直上A20 Pro
美光科技：富国银行上调目标价至335美元
和讯网 · 00:04
美光科技：富国银行上调目标价至335美元
苹果与谷歌在日本做出调整
格隆汇 · 12-18 23:37
苹果与谷歌在日本做出调整
谷歌与英伟达领投“氛围编程”初创公司Lovable 估值达66亿美元
环球市场播报 · 12-18 23:32
谷歌与英伟达领投“氛围编程”初创公司Lovable 估值达66亿美元
美光科技涨幅收窄至11%
格隆汇 · 12-18 23:18
美光科技涨幅收窄至11%
美光科技涨幅扩大至16%
每日经济新闻 · 12-18 22:39
美光科技涨幅扩大至16%
美股开盘 | 三大指数集体高开！存储概念股集体走强，美光科技涨超13%
老虎资讯综合 · 12-18 22:30
美股开盘 | 三大指数集体高开！存储概念股集体走强，美光科技涨超13%
内存、SSD双双大涨价 美国芯片巨头美光毛利率将达到68%：要追上NV显卡了
快科技 · 12-18 22:14
内存、SSD双双大涨价 美国芯片巨头美光毛利率将达到68%：要追上NV显卡了
传联发科拿下两代谷歌TPU定制大单
半导体行业圈 · 12-18 21:10
传联发科拿下两代谷歌TPU定制大单
不止于2纳米：苹果押注WMCM封装，争夺芯片能效制高点
电子半导体观察 · 12-18 20:30
不止于2纳米：苹果押注WMCM封装，争夺芯片能效制高点
苹果折叠屏iPhone新爆料：外屏5.49英寸内屏7.76英寸，或2026年登场
ITBEAR科技资讯 · 12-18 20:20
苹果折叠屏iPhone新爆料：外屏5.49英寸内屏7.76英寸，或2026年登场
罗森布拉特证券上调美光科技目标价至500美元
格隆汇 · 12-18 20:05
罗森布拉特证券上调美光科技目标价至500美元
大摩上调美光科技目标价至350美元
格隆汇 · 12-18 19:54
大摩上调美光科技目标价至350美元
瑞穗银行上调美光科技目标价至290美元
格隆汇 · 12-18 19:41
瑞穗银行上调美光科技目标价至290美元
不要慌！大利好，来了！
中国基金报 · 12-18 19:41
不要慌！大利好，来了！
利好突袭！美光科技财报释放重大利好信号 盘前直线猛拉
券商中国 · 12-18 19:40
利好突袭！美光科技财报释放重大利好信号 盘前直线猛拉
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公司概况
公司名称：
喜马拉雅资本持仓
所属市场：
上市日期：
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主营业务：
发行价格：
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01:21","pubTimestamp":1766078468,"startTime":"0","endTime":"0","summary":"1217 ET - 美光科技预计内存供应将持续紧张，直到2027日历年的很长时间，这对人工智能客户几乎没有缓解，摩根大通分析师表示。据分析师称，美光在2026年所有的高带宽内存生产已经在价格和数量协议上锁定。任何增量的位容量增加可能会被客户迅速抢购。他们指出，供应紧张将因美光向高带宽内存4的转型而加剧，该产品将比当前版本消耗多33%的晶圆。同时，GPU、XPU和人工智能服务器对内存内容的需求也在快速增加。美光股价上涨12%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4575","LU2250418816.HKD","BK4141","LU1852331112.SGD","LU0056508442.USD","BK4579","LU1316542783.SGD","LU0082616367.USD","LU2931357623.SGD","LU2089985449.USD","IE00B19Z3B42.SGD","LU1366333091.USD","LU0719512351.SGD","BK4585","IE00B7SZLL34.SGD","LU2360106780.USD","BK4588","GB00BDT5M118.USD","BK4543","LU0127658192.USD","LU0642271901.SGD","BK4532","BK4553","BK4554","LU2211815571.USD","BK4512","LU1323610961.USD","BK4533","LU2048586759.USD","LU0157215616.USD","BK4527","LU0081259029.USD","BK4566","IE0002270589.USD","LU0203345920.USD","LU0203347892.USD","LU2286300806.USD","LU0889566641.SGD","MU","BK4605","IE00B19Z3581.USD","LU0274383776.USD","LU0792757196.USD","LU1267930813.SGD"],"gpt_icon":0},{"id":"2592832891","title":"爆料称苹果下一代iPad 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估值达66亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592005149","media":"环球市场播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592005149?lang=zh_cn&edition=full","pubTime":"2025-12-18 23:32","pubTimestamp":1766071920,"startTime":"0","endTime":"0","summary":"谷歌与英伟达旗下风投部门参与投资瑞典 “氛围编程” 初创公司 Lovable 的 B 轮融资，融资金额 3.3 亿美元，公司投后估值达 66 亿美元。本轮融资后，Lovable 公司 2025 年累计融资额突破 5 亿美元，估值较今年 7 月上一轮融资时增长超两倍。 近期，“氛围编程” 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23:18","pubTimestamp":1766071095,"startTime":"0","endTime":"0","summary":"格隆汇12月18日｜美光科技(MU.US)涨幅收窄至11%，此前一度大涨17%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218231911a45c1e6f&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, 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美国芯片巨头美光毛利率将达到68%：要追上NV显卡了","url":"https://stock-news.laohu8.com/highlight/detail?id=2592902371","media":"快科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592902371?lang=zh_cn&edition=full","pubTime":"2025-12-18 22:14","pubTimestamp":1766067252,"startTime":"0","endTime":"0","summary":"美国芯片巨头美光发布的2026财年第一财季的业绩可以说爆发了，调整后营收为136.4亿美元，同比增长57%，高于分析师预期的129.5亿美元；经调整净利润为54.82亿美元，同比增长58%；调整后每股收益为4.78美元，高于分析师预期为3.95美元。盈利方面，美光公司预计非GAAP毛利率将跃升至68%左右，而分析师预期也就55%而已，而去年美光的毛利率也就在50%左右浮动，而NVIDIA过去12个月平均毛利率也就69.8%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218222041a6b30068&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, 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21:10","pubTimestamp":1766063431,"startTime":"0","endTime":"0","summary":"报道称，联发科为谷歌操刀定制的首款TPU v7e将于下季度末进入风险性试产，并且有望再拿下后续TPU v8e的订单。供应链最新的消息显示，联发科谷歌TPU项目近期迈大步，拍板v7e于2026年首季末进入风险性试产，意味后续正式量产在即，极具指标意义。对于相关传闻，联发科不予评论；台积电则表示，不评论单一客户业务细节。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218215659a45bdb12&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, 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