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DISK Tema Memory ETF
交易中 10-09 11:24:04 EDT
35.96
+0.03
+0.08%
最高
36.52
最低
35.91
成交量
6.02万
今开
36.34
昨收
35.93
日振幅
1.70%
总市值
7,731万
流通市值
7,731万
总股本
215.00万
成交额
217.73万
换手率
2.80%
流通股本
215.00万
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
资讯
新帖
简况
全球PC卖不动了？第三季度出货量同比大跌两成
第一财经 · 21:36
全球PC卖不动了？第三季度出货量同比大跌两成
美股存储板块盘初普涨
智通财经 · 21:30
美股存储板块盘初普涨
盘前拉升，存储芯片巨头集体走高！中概股大涨
滚动播报 · 16:49
盘前拉升，存储芯片巨头集体走高！中概股大涨
美股存储芯片股盘前多数上涨
第一财经 · 16:20
美股存储芯片股盘前多数上涨
TDK 磁头争夺系误读，希捷(STX.US)西数(WDC.US)遭错杀
智通财经 · 16:04
TDK 磁头争夺系误读，希捷(STX.US)西数(WDC.US)遭错杀
Counterpoint：无需担忧 HBM 内存需求放缓，更高堆叠仍是行业趋势
同花顺 · 14:26
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8万亿巨头大跌！两大利空，发酵！
同花顺 · 10:00
8万亿巨头大跌！两大利空，发酵！
突然少了200亿美元，OpenAI带崩AI股
格隆汇 · 09:35
突然少了200亿美元，OpenAI带崩AI股
AI存储真的全面短缺吗？从HBM扩产到普通DRAM涨价的供给传导
同花顺 · 08:08
AI存储真的全面短缺吗？从HBM扩产到普通DRAM涨价的供给传导
周四，美股存储芯片与硬件供应链指数收跌3.78%，报201.83点，创9月17日以来收盘新低。成分股全线溃败，闪迪收跌4
智通财经 · 05:41
周四，美股存储芯片与硬件供应链指数收跌3.78%，报201.83点，创9月17日以来收盘新低。成分股全线溃败，闪迪收跌4
美股散户资金重新涌向科技股，小摩：英伟达上周吸金8.34亿美元，存储芯片股受追捧
智通财经 · 10-08 22:55
美股散户资金重新涌向科技股，小摩：英伟达上周吸金8.34亿美元，存储芯片股受追捧
美股半导体板块持续走低，ARM跌超5%，英特尔跌超4%
老虎资讯综合 · 10-08 21:57
美股半导体板块持续走低，ARM跌超5%，英特尔跌超4%
美股存储板块盘初普跌，美光跌0.96%
每日经济新闻 · 10-08 21:32
美股存储板块盘初普跌，美光跌0.96%
集邦咨询：成本压力转向需求端 预期2027年全球笔记本出货量将呈低个位数衰退
智通财经 · 10-08 21:19
集邦咨询：成本压力转向需求端 预期2027年全球笔记本出货量将呈低个位数衰退
谁领跑AI智能体竞赛重要吗？华尔街正形成新共识：无论Meta、OpenAI还是谷歌赢，芯片、内存、电力都赢
智通财经 · 10-08 21:10
谁领跑AI智能体竞赛重要吗？华尔街正形成新共识：无论Meta、OpenAI还是谷歌赢，芯片、内存、电力都赢
DA Davidson维持美光科技（MU）买入评级 目标价上调至3000美元
金吾财讯 · 10-08 19:32
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Micron被低估了么？
美股研究社 · 10-08 18:57
Micron被低估了么？
机构测算2030服务器CPU市场2090亿美元
金吾财讯 · 10-08 18:23
机构测算2030服务器CPU市场2090亿美元
存储涨价还在继续，但最危险的信号已经出现：供给何时真正传导
同花顺 · 10-08 16:08
存储涨价还在继续，但最危险的信号已经出现：供给何时真正传导
美股Q3财报季将登场 英伟达美光“唱主角”
格隆汇 · 10-08 15:24
美股Q3财报季将登场 英伟达美光“唱主角”
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公司概况
公司名称：
Tema Memory ETF
所属市场：
ARCA
上市日期：
--
主营业务：
发行价格：
--
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21:36","pubTimestamp":1791552998,"startTime":"0","endTime":"0","summary":"全球PC市场在传统旺季出现罕见大幅下滑。IDC最新数据显示，2026年第三季度全球传统PC出货量为6270万台，同比下降20.1%，较第二季度环比下降9.1%。这是全球PC市场连续第二个季度同比下滑，而且跌幅较第二季度明显扩大。另一家研究机构Omdia今日发布的数据也显示出相近趋势。Omdia统计，第三季度全球台式机、笔记本和工作站出货量为5810万台，同比下降21.2%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610093891511283.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/202610093891511283.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":["DRMY","BK4209","PC","RAMZ","DRAL","BK4588","DISK","RAM","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674285226","title":"美股存储板块盘初普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2674285226","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674285226?lang=zh_cn&edition=full","pubTime":"2026-10-09 21:30","pubTimestamp":1791552650,"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":["LU1956131251.USD","FDTX","LU0109392836.USD","LU1316542783.SGD","LU2896262040.SGD","BK4566","LU1280957306.USD","LU1366333091.USD","JGRO","WDCX","LU0820561909.HKD","LU0157215616.USD","CHPS","IE00B7SZLL34.SGD","LU0096364046.USD","SMU00main","LU2087625088.SGD","SKHX","IE0034235303.USD","LU0210536198.USD","LU0889566641.SGD","LU1823568750.SGD","LU0417517546.SGD","MULL","VGT","LU0097036916.USD","LU1720051108.HKD","RULE","SKUU","CNEQ","LU0889565833.HKD","LU2543165471.USD","LU0072461881.USD","LU1720051017.SGD","LU0943347566.SGD","HYNX","LU2023250330.USD","SKHN","LU0127658192.USD","LU1035773651.USD","FXL","LU1861215975.USD","STXL","USXF","LU2168564065.EUR","SKHQ","LU0787776722.HKD","LEGR","LU2458330169.SGD","LU1861220033.SGD","LU2048586759.USD","SG9999015986.USD","LU0109391861.USD","LU2168563687.JPY","LU0444973449.USD","LU2211815571.USD","LU0353189680.USD","IE00BJLML261.HKD","BK4532","BK4554","LU0162691827.USD","PSI","GB00BDT5M118.USD","LU0708995401.HKD","IE00B19Z3581.USD","LU1670628061.USD","BK4533","LU2286300806.USD","LU0642271901.SGD","SKHYV","LU0476273544.USD","LU0444971666.USD","LU0689472784.USD","LU2360106780.USD","LU1674673428.USD","FTXL","LU1670627923.USD","SG9999015945.SGD","SKDD","IE00BSNM7G36.USD","LU0006061336.USD","SKHL","AIS","FCUS","IE00B1XK9C88.USD","BK4543","MUU","SG9999015952.SGD","LU0823413587.USD","LU2089985449.USD","07709","LU1323610961.USD","IE00B5949003.HKD","LU1674673691.USD","CHPX","LU2054465674.USD","ARTY","LU2471134879.HKD","BK4141","IE0009356076.USD","IE00BK4W5M84.HKD","LU0234570918.USD","LU0256863902.USD","LU2860962120.EUR","LU0061475181.USD","LU1069347547.HKD","LU1267930813.SGD","LU2102340556.USD","LU0820561818.USD","SOXX","LU2756315318.SGD","BK4588","IE00BK4W5L77.USD","LU0323591593.USD","MUD","LU2458330243.SGD","LU2168564495.EUR","LU2471134952.CNY","LU2250418816.HKD","LU0823397103.USD","AIFD","LU1267930730.SGD","LU1551013425.SGD","SHOC","LU2168564222.USD","BK4553","LU1983260115.SGD","LU2756315664.SGD","LU0274383776.USD","LU0823397285.USD","LU0154236417.USD","WUGI","LU1815336760.USD","IXN","SGXZ51526630.SGD","SGXZ99366536.SGD","XLK","LU1989764748.USD","WDC","IE00B19Z9Z06.USD","STXU","PTF","CHAT","LU0081259029.USD","LU0957808578.USD","LU2290526834.HKD","QQQA","CNAV","COWG","DRMY","HBMX","EMSF","LU0353189763.USD","LU1989764664.SGD","IE00B19Z3B42.SGD","SGXZ81514606.USD","LU1629891620.HKD","SG9999015978.USD","AIQ","LU1551013342.USD","LU1235294995.USD","LU2403377893.USD","LU2750360641.GBP","TRFK","FAI","LU1868837136.USD","IE00B894F039.SGD","XNTK","BK4605","MUZ","EFIV","EGGY","LU1852331112.SGD","IE00B19Z9P08.USD","CGGO","LU2931357623.SGD","LU0240878834.USD","LU1046421795.USD","SKHZ","LU0964807845.USD","FTEC","LU2750360997.AUD","MUG","BK4579","BK4585","IE0002270589.USD","BK4527","LU0240877869.USD","BK4575","LU2471134523.USD","LU0256863811.USD","LU2168564149.EUR","LU0672654240.SGD","LU0056508442.USD","LU1548497426.USD","LU1868836757.USD","LU0683600562.USD","LU2213496289.HKD","IE00BKDWB100.SGD","LU1868837300.USD","MUYY","LU0082616367.USD","MU","BOBP","LU0320765059.SGD","SKHU","LU0203347892.USD","LU2471134796.USD","LU0133085943.USD","SG9999001424.SGD","STXX","IE000M9KFDE8.USD","LU0820562030.AUD","LU1914381329.SGD","LU0719512351.SGD","LU1145028129.USD","QQQG","SOXQ","LU0238689110.USD","SMH","LU2357305700.SGD","LU2360107168.USD","LU2357627491.SGD","LU0203345920.USD","SKHA","IETC","IE00BWXC8680.SGD","LU1642822529.SGD","BK4170","WDCC","WLDR","LU1778281490.HKD","LU1868836591.USD","LU1868836914.USD","DISK","BK4512","LU0640476718.USD","SKHY","MIC","LU1803068979.SGD","TTXU","SK","BAI","STX","LU0859254822.USD","LU0823413660.USD","LU0792757196.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674320448","title":"盘前拉升，存储芯片巨头集体走高！中概股大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2674320448","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674320448?lang=zh_cn&edition=full","pubTime":"2026-10-09 16:49","pubTimestamp":1791535740,"startTime":"0","endTime":"0","summary":"10月9日美股盘前，存储芯片股普涨，美光科技、闪迪、SK海力士均涨超2%，英特尔涨近2%，AMD涨1.7%，希捷科技涨1.51%。多位知情人士透露，存储芯片成本大幅上涨迫使苹果提价，抑制了消费者需求，苹果公司已要求部分供应商削减新近发布的iPhone 18 Pro和iPhone 18 Pro Max的零部件产量。其中两名人士表示，苹果本月的零部件订单较最初要求的至少削减了15%。另一名知情人士称，这可能与苹果调整iPhone机型的发布计划有关。","market":"other","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/jjxw/2026-10-09/doc-iniurmnf2889323.shtml","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":"sina","symbols":["LU2106854487.HKD","LU1923622614.USD","IE0034235188.USD","SG9999014567.USD","SOXQ","IE00B19Z8X17.USD","LIT","LU0039217434.USD","BK4509","IE00BYXW3230.USD","LU0251132253.USD","LU1035773651.USD","LU1564329461.SGD","LU1941712348.USD","LU0061475181.USD","LU1989773731.SGD","LU2023251221.USD","THMR","LU0310800379.SGD","LU1804176565.USD","LU0395794307.EUR","MUU","LU0321505439.SGD","HK0000165453.HKD","LU0265550946.USD","CLSE","LU2097344357.USD","LU2237443978.SGD","HK0000306701.USD","LU1023057109.AUD","SG9999014880.SGD","DRAG","LU2463028550.USD","LU1983260115.SGD","LU1961090484.USD","IE0002270589.USD","LU1316542783.SGD","LU2048586759.USD","LU2097829019.USD","MACW.SI","LU2750360997.AUD","LU0878866978.SGD","NVDB","IE00B19Z9Z06.USD","LU0266013472.USD","ROM","LU1280957306.USD","LU1066051225.USD","MSFC","LU2108987350.USD","METV","LU0949170426.SGD","LU1623119135.USD","CLIX","LU2191332357.HKD","INT","07788","LU2271345857.HKD","BK4513","IE00BMPRXN33.USD","INTW","LU2452424414.USD","MSFO","IE00BF5LJ272.USD","NTES","BABO","LU2092627202.USD","LU1868838027.USD","IE00B5MMRT66.SGD","LU0107464264.USD","IE00BHPRN162.USD","07388","IOSX","LU0138981039.USD","LU0494093205.USD","LU2028103732.USD","MUZ","LU0476273544.USD","LU2404859667.USD","RULE","LU1340139317.AUD","IE00B775H168.HKD","LU1206713676.USD","LU1048596156.SGD","LU2242649171.HKD","LU0784385840.USD","SPTE","LU2250418816.HKD","LU0943347566.SGD","LU1934455277.USD","AMD","IE00B5949003.HKD","SG9999014906.USD","LU1807302812.USD","STXL","BK4141","BK4551","SMSFTmain","LU1144417596.USD","LU1823568750.SGD","SG9999002232.USD","LU0345769128.USD","LU0828237510.HKD","LU1400636491.USD","LU2111349929.HKD","LU2211815571.USD","WDCC","LU1074936037.SGD","LU1894683264.USD","BK4538","BK4565","LU1861220033.SGD","LU1989764748.USD","LU1244550221.USD","IE00B5TLWC47.USD","SG9999015341.SGD","LU0472753341.HKD","BK4514","LU1116320901.HKD","LU0417516902.SGD","LU1301847155.USD","LU1196500208.SGD","FBY","AAPW","TSDD","AMZY","LU2362540622.SGD","LU0820561818.USD","WISE","LU0345768740.USD","LU1988902786.USD","LU0048575426.USD","LU1244550577.SGD","PTF","LU2087621335.USD","AMZN","LU0251143458.SGD","LU0315179316.USD","LU0203202063.USD","TSLI","WUGI","BK4573","LU0130517989.USD","IE00BN29S564.USD","IE000MB6IJN5.SGD","LU0302445910.USD","AMDU","LU2552382215.SGD","HK0000304797.USD","BK4558","LU2247934214.USD","TSLS","LU0994945656.USD","SG9999015986.USD","LU0738911758.USD","BK4555","BBYY","BK4220","LU2237957811.SGD","SNVD.UK","LU1645745479.HKD","SMHX","AGOX","TSYY","LU0048573561.USD","LU0965508806.USD","LU0690374615.EUR","LU1435385759.SGD","FAI","LU2087625088.SGD","LU2347655073.USD","LU1127390331.HKD","LU2931357623.SGD","TESL","IE00B775SV38.USD","LU0261950470.USD","LU2125909247.SGD","LU2125909916.SGD","BK4527","LU0792757196.USD","LU2420271590.USD","METW","MUG","LU1935043452.HKD","LU2098885051.SGD","LU2210149790.SGD","BABU","TSLO","NVDQ","GB00B4LPDJ14.GBP","LU0130518102.USD","LU1732800096.USD","IE00BJTD4N35.SGD","BK4516","LU0080751232.USD","BK4503","DAMD","LU0011850046.USD","LU1291159041.SGD","TLA","LU2360032135.SGD","LU0466842654.USD","BK4548","LU2168564149.EUR","LU0128525929.USD","LU0256863811.USD","GOOGL","NVDW","BK4576","SGXZ80539844.SGD","LU1201861249.SGD","LU1323610961.USD","TSLQ","LU0210528500.USD","ONLN","LU2602419157.SGD","BILI","BK4592","BK4504","TSLZ","AAPB","JGRO","LU2249611893.SGD","09999","TRUC","BK4554","TTXU","LU0672654240.SGD","LU0048584097.USD","LU0240878834.USD","LU0976567544.SGD","LU1951198990.SGD","SKYY","IE00BPRC5H50.USD","IE000W1ABFV2.USD","IE00BMPRXR70.SGD","LU0069063385.USD","LU0501845795.SGD","LU1868837565.USD","TSLY","LU0417517546.SGD","VOX","LU2954938101.SGD","BK4524","LU1993786604.SGD","BK4077","BK4142","IE00B1XK9C88.USD","XNTK","LU2294711713.HKD","STSLAmain","TSLT","GOOX","IE00B543WZ88.USD","LU0648000940.SGD","LU2286300806.USD","04335","LU0289961442.SGD","LU1935042215.USD","IE00BJTD4V19.USD","AAPY","LU2272731600.USD","LU1674673691.USD","LU2237443622.USD","LU2089283258.USD","LU0980610538.SGD","LU0210533765.USD","SOXX","LU1429558221.USD","IE00B894F039.SGD","LU0348723411.USD","CHPS","LU1105468828.SGD","LU0106252389.USD","WANT","LU0006061336.USD","NVC","LU2487616109.SGD","LU1852331112.SGD","LU0719512351.SGD","ESLG","MUYY","SGXZ23171101.USD","LU1046422090.SGD","SNPE","LU0149725797.USD","LU0051755006.USD","LU0444971666.USD","LU0820561909.HKD","LU1642822529.SGD","LU2092937221.SGD","SG9999017495.SGD","LU0426412945.USD","LU1791710400.SGD","LU2152927971.USD","LU156432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16:20","pubTimestamp":1791534009,"startTime":"0","endTime":"0","summary":"美股存储芯片股盘前多数上涨","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610093891275323.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/202610093891275323.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":["MUD","MULL","MUZ","DRAM","DRMY","MIC","DRAL","MUU","DISK","FTXL","RAM","DRMP","MUG","HBMX","RAMZ","BK4588","09747","MUYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674834136","title":"TDK 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交易通过概率偏低，两家公司的磁头供应安全可控。","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/1505158.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_zhitongcaijing","symbols":["LU1670628061.USD","LU1823568750.SGD","BK4170","LU0154236417.USD","CGGO","IE00B894F039.SGD","LU0203345920.USD","LU0006061336.USD","BK4512","DISK","LU1983260115.SGD","LU0081259029.USD","LU1670627923.USD","LU0240878834.USD","STXL","LU0203347892.USD","LU0162691827.USD","IE00B19Z9P08.USD","LU1035773651.USD","LU1069347547.HKD","LU1235294995.USD","WDC","BK4588","QQQG","LU0240877869.USD","FDTX","LU1046421795.USD","PTF","STXX","WLDR","WDCX","BK4585","IE00B19Z9Z06.USD","LU1815336760.USD","WDCC","EGGY","GB00BDT5M118.USD","STX","LU0476273544.USD","DRMY","LU1642822529.SGD","FCUS","RULE","QQQA","LU0444973449.USD","CNEQ","COWG","LU0444971666.USD","LU0072461881.USD","STXU","LU0957808578.USD","CNAV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674835011","title":"Counterpoint：无需担忧 HBM 内存需求放缓，更高堆叠仍是行业趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2674835011","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674835011?lang=zh_cn&edition=full","pubTime":"2026-10-09 14:26","pubTimestamp":1791527160,"startTime":"0","endTime":"0","summary":" IT之家10月9日消息，机构Counterpoint Research韩国当地时间昨日根据其内部审查结果表示，最近整个存储器行业对HBM需求放缓的担忧“基于错误信息”。机构宣称，高堆叠HBM内存的普及趋势将 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21:19","pubTimestamp":1791465558,"startTime":"0","endTime":"0","summary":"集邦咨询目前预期2027年全球笔记本出货量将呈低个位数衰退，但若DRAM与CPU价格维持高位，品牌被迫扩大成本转嫁，导致终端售价上涨，可能进一步延长消费者换机周期，全年出货衰退幅度不排除加剧至高个位数。集邦咨询表示，2026年由于CPU供给改善、品牌提前采购及部分换机需求提前释放，支撑笔记本市场出货，但不代表终端需求实质复苏。TrendForce集邦咨询表示，2027年笔记本市场的关注焦点将由供应是否充足转向终端能否承受更高价格。","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/1504896.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_zhitongcaijing","symbols":["DRAM","MIC","MUD","DRMY","DRAL","MUG","MULL","MUYY","BK4588","RAM","MUU","DRMP","RAMZ","DISK","MUZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673077902","title":"谁领跑AI智能体竞赛重要吗？华尔街正形成新共识：无论Meta、OpenAI还是谷歌赢，芯片、内存、电力都赢","url":"https://stock-news.laohu8.com/highlight/detail?id=2673077902","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673077902?lang=zh_cn&edition=full","pubTime":"2026-10-08 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Davidson维持美光科技（MU）买入评级 目标价上调至3000美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673743180","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673743180?lang=zh_cn&edition=full","pubTime":"2026-10-08 19:32","pubTimestamp":1791459149,"startTime":"0","endTime":"0","summary":"金吾财讯 | DA Davidson重申美光科技（MU）“买入”评级，并把目标价由2100美元大幅上调至3000美元。该目标价相对该股周三收盘价1088美元，存在近176%上行空间，约为美光2027财年盈利预期的19倍。投行认为，AI拉动内存需求，为这家存储芯片企业打开增长空间。内存对AI系统的重要性持续提升，更大内存容量可支持AI模型处理更多信息、加快运算速度。该行预计2027、2028年内存需求均会超过供给。分析师吉尔·卢里亚表示，美光正处在未来3至5年的增长通道，这一点尚未得到市场充分认可。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306979","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":["SGXZ81514606.USD","LU0097036916.USD","LU1868836914.USD","IE0009356076.USD","MULL","LU1852331112.SGD","MUD","LU0096364046.USD","LU0323591593.USD","LU1366333091.USD","LU0210536198.USD","LU2023250330.USD","BK4566","LU0642271901.SGD","CHPX","BK4585","AIFD","IE00BJLML261.HKD","LU2168564149.EUR","LU0859254822.USD","AIQ","EGGY","LU0061475181.USD","BK4532","FDTX","LU2471134523.USD","LU1868836591.USD","LU1145028129.USD","LU2048586759.USD","LU1316542783.SGD","LU1323610961.USD","BK4533","TTXU","SOXQ","IE00B19Z3B42.SGD","LU1548497426.USD","SG9999015945.SGD","MUU","LU1720051108.HKD","SHOC","FTEC","FXL","LU0889565833.HKD","LU2756315318.SGD","PSI","LU1989764748.USD","LU0256863902.USD","BK4141","LU2543165471.USD","LEGR","SG9999015986.USD","LU2403377893.USD","LU0820562030.AUD","LU2458330243.SGD","LU0320765059.SGD","IE0002270589.USD","LU2860962120.EUR","LU0203345920.USD","LU2054465674.USD","BK4553","LU0056508442.USD","LU2087625088.SGD","LU2250418816.HKD","BK4575","IE00B1XK9C88.USD","LU2750360997.AUD","LU2213496289.HKD","SGXZ51526630.SGD","IE00B19Z3581.USD","GB00BDT5M118.USD","LU0689472784.USD","LU0964807845.USD","LU0133085943.USD","LU1868837300.USD","LU0082616367.USD","BK4527","LU0256863811.USD","LU0157215616.USD","MUZ","SMU00main","BK4543","LU1914381329.SGD","BK4554","LU0081259029.USD","IE00BK4W5M84.HKD","LU2168564495.EUR","LU2089985449.USD","XLK","SMH","DISK","EFIV","LU1674673691.USD","LU2896262040.SGD","AIS","SOXX","WUGI","ARTY","LU1551013342.USD","LU0889566641.SGD","BK4588","LU0683600562.USD","LU0792757196.USD","FTXL","LU2360107168.USD","XNTK","LU2290526834.HKD","MUG","LU1280957306.USD","LU1803068979.SGD","LU1720051017.SGD","IE00BKDWB100.SGD","LU2931357623.SGD","RULE","LU2102340556.USD","BK4579","CHPS","LU0238689110.USD","MUYY","LU0203347892.USD","TRFK","CGGO","LU0274383776.USD","CHAT","LU0234570918.USD","FAI","LU2750360641.GBP","LU2458330169.SGD","LU2360106780.USD","PTF","LU2756315664.SGD","LU2471134952.CNY","LU0353189680.USD","LU0708995401.HKD","LU0672654240.SGD","LU0943347566.SGD","LU2211815571.USD","BAI","BOBP","SGXZ99366536.SGD","LU2471134796.USD","HBMX","LU2168564222.USD","LU1778281490.HKD","BK4605","LU1868836757.USD","IE00BSNM7G36.USD","LU2286300806.USD","LU2471134879.HKD","IE00BWXC8680.SGD","LU0719512351.SGD","LU1989764664.SGD","LU2357305700.SGD","LU0820561909.HKD","LU1267930813.SGD","IXN","LU0109391861.USD","VGT","IE000M9KFDE8.USD","LU2357627491.SGD","LU1551013425.SGD","IE00BK4W5L77.USD","LU0820561818.USD","LU2168564065.EUR","LU1674673428.USD","IE00B5949003.HKD","LU0109392836.USD","WLDR","LU2168563687.JPY","DRMY","LU1868837136.USD","LU1267930730.SGD","SG9999015978.USD","LU0353189763.USD","MIC","LU0417517546.SGD","SG9999015952.SGD","LU0640476718.USD","IETC","LU0787776722.HKD","LU1629891620.HKD","LU0127658192.USD","SG9999001424.SGD","LU1861220033.SGD","LU0154236417.USD","IE00B7SZLL34.SGD","BK4512","LU1861215975.USD","MU","USXF","JGRO","IE0034235303.USD","EMSF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673069110","title":"Micron被低估了么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2673069110","media":"美股研究社","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673069110?lang=zh_cn&edition=full","pubTime":"2026-10-08 18:57","pubTimestamp":1791457020,"startTime":"0","endTime":"0","summary":"Micron最新财报已经把变化写进了经营数据。Micron披露，7600 PCIe Gen5和9650 PCIe Gen6 SSD已经向头部客户出货，服务器LPDDR SOCAMM收入在第四财季环比翻倍以上。对Micron而言，这种变化直接改善了订单能见度，也让先进产品的收入占比持续提高。Micron目前正在经历的，恰恰是这一指标快速改善的阶段。回购对于Micron的意义也正在增加。Micron自身已经开始通过长期客户协议提高需求确定性，同时扩大先进产品和制造能力投入。","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://mp.weixin.qq.com/s?__biz=MzkyMzczNjUyMA==&mid=2247761729&idx=4&sn=0009e66186897b44a712ef2e4300722d&chksm=c07be4bbc92f01cd055a61be5720ed1349b5ce4bf6fd8e024c95ebd1cd532f347b858ac654a4&scene=0#rd","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":"weixin_highlight","symbols":["LU0889565833.HKD","LU0889566641.SGD","LU0820561909.HKD","SOXQ","LU2168563687.JPY","LU0061475181.USD","LU1868836914.USD","LU0082616367.USD","LU0096364046.USD","LU1551013342.USD","LU0859254822.USD","LU2458330169.SGD","MUU","CHPX","LU2860962120.EUR","LU2403377893.USD","LU1803068979.SGD","LU0708995401.HKD","BK4512","LU0056508442.USD","LU0353189680.USD","LU1861215975.USD","LU2471134796.USD","BK4588","IE0002270589.USD","LU1316542783.SGD","LU2048586759.USD","GB00BDT5M118.USD","LU1267930813.SGD","LU2750360997.AUD","LU1989764664.SGD","LU1280957306.USD","LU2290526834.HKD","CGGO","EFIV","LU0210536198.USD","IE00BSNM7G36.USD","LU1145028129.USD","BK4605","MU","AIQ","AIFD","LU2168564222.USD","BK4579","IE000M9KFDE8.USD","LU2168564065.EUR","LU0689472784.USD","LU1267930730.SGD","IE0034235303.USD","IE00BK4W5L77.USD","BK4585","LU2756315664.SGD","MUZ","SMH","XLK","RULE","BK4543","LU0097036916.USD","LU1868837300.USD","LU0154236417.USD","LU2250418816.HKD","LU0943347566.SGD","LU2357305700.SGD","IE00B5949003.HKD","IE00B19Z3B42.SGD","BK4141","TRFK","SHOC","LU1551013425.SGD","MIC","LU2360106780.USD","LU2168564495.EUR","LU2211815571.USD","LU2357627491.SGD","LU0203347892.USD","FTEC","LU1861220033.SGD","LU1989764748.USD","MUD","LU0109392836.USD","SG9999015945.SGD","FTXL","CHAT","LU0820561818.USD","LU1674673428.USD","LU0238689110.USD","PTF","LU2471134952.CNY","LU0353189763.USD","WUGI","LU2054465674.USD","IE00BK4W5M84.HKD","SG9999015952.SGD","LU0256863902.USD","SGXZ99366536.SGD","LU0234570918.USD","LU1366333091.USD","VGT","LU2896262040.SGD","PSI","DISK","LU0127658192.USD","LU0820562030.AUD","LU2756315318.SGD","SGXZ51526630.SGD","BK4575","SMU00main","LU0081259029.USD","MULL","SG9999015986.USD","LU0109391861.USD","LU2023250330.USD","BK4533","LU2087625088.SGD","FAI","LU2931357623.SGD","LU0787776722.HKD","IE00B19Z3581.USD","LU0964807845.USD","FDTX","BK4527","LU0792757196.USD","LU2360107168.USD","MUG","EMSF","LU2089985449.USD","LU2471134523.USD","BOBP","IE0009356076.USD","LU0133085943.USD","AIS","BAI","LU0640476718.USD","LU1868836591.USD","LU1548497426.USD","LU0157215616.USD","LU2168564149.EUR","LU1868836757.USD","LU0256863811.USD","LU1720051017.SGD","LU0642271901.SGD","LU1323610961.USD","ARTY","SG9999015978.USD","LU0320765059.SGD","IE00BKDWB100.SGD","LU2213496289.HKD","LU0203345920.USD","JGRO","TTXU","BK4554","LU0323591593.USD","LU0672654240.SGD","HBMX","SG9999001424.SGD","IE00BWXC8680.SGD","IETC","LU0417517546.SGD","SGXZ81514606.USD","EGGY","LU1720051108.HKD","XNTK","IE00B1XK9C88.USD","IE00B7SZLL34.SGD","IE00BJLML261.HKD","LU1914381329.SGD","LU2543165471.USD","BK4553","LU0683600562.USD","LU2286300806.USD","LU2471134879.HKD","LU1629891620.HKD","LU2458330243.SGD","LU1674673691.USD","LU2750360641.GBP","DRMY","LU1868837136.USD","SOXX","BK4566","LEGR","WLDR","FXL","CHPS","BK4532","LU2102340556.USD","LU1778281490.HKD","LU1852331112.SGD","LU0719512351.SGD","MUYY","USXF","IXN","LU0274383776.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673394076","title":"机构测算2030服务器CPU市场2090亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673394076","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673394076?lang=zh_cn&edition=full","pubTime":"2026-10-08 18:23","pubTimestamp":1791455035,"startTime":"0","endTime":"0","summary":"分析师Vijay Rakesh预测，2030年AI智能体专用CPU市场规模可达800亿美元，未来四年复合增速123%；头节点CPU市场规模680亿美元，复合增速61%；传统CPU市场600亿美元，复合增速仅2%。整体服务器CPU潜在市场规模2030年将达到2090亿美元，复合增速32%，该预估低于AMD预期的2200亿美元以上。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306972","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":["LU0545039389.USD","IE000KEQY171.SGD","LU2087621335.USD","LU1670756490.USD","SGXZ81514606.USD","LU0444971666.USD","TMSL","LU0211326839.USD","BK4608","IE0002270589.USD","LU2065171402.SGD","SG9999000418.SGD","LU1267930227.SGD","LU1119994496.HKD","LU0345768740.USD","LU0321505439.SGD","LU2746668461.USD","SG9999014906.USD","LU1804176565.USD","LU2347655073.USD","PSI","LU2237443978.SGD","QQQA","LU1732799900.SGD","LU2326559502.SGD","LU2357627491.SGD","LU2357125470.USD","LU2417539215.USD","LU1548497426.USD","LU1064131342.USD","IE0034235295.USD","IE00BDCRKT87.USD","SMCX","WUGI","LU0466842654.USD","BK4532","LU0976567544.SGD","LU1235294995.USD","MU","LU1989764748.USD","SNDU","LU2286300806.USD","LU0965509101.SGD","LU1366333091.USD","NVDB","LU2089284900.SGD","SNXX","LU0048573561.USD","IE00B775SV38.USD","LU0345769631.USD","IE00BJLML261.HKD","LU0124676726.USD","LU0963586101.USD","BK4534","LU1202635105.USD","LU1914381329.SGD","LU0496365809.HKD","LU1267930573.SGD","LU2491050154.USD","LU0417517546.SGD","LU0719512351.SGD","LU1116320901.HKD","LU2236285917.USD","LU2272731865.HKD","VT","LU0323240290.USD","DELL","MUD","LU2098885051.SGD","IE00BSNM7G36.USD","LU0081259029.USD","LU0128525929.USD","LU1935043023.USD","LU2750360997.AUD","NVDS","LU2102340556.USD","BK4515","LU0158827948.USD","LU2458330169.SGD","LU2028103732.USD","BAI","BK4602","IE0009356076.USD","LU0054578231.USD","LU1400636574.HKD","LU0345770993.USD","LU1852331112.SGD","LU2487616109.SGD","LU0251132253.USD","SGXZ99366536.SGD","BK4543","LU1868837300.USD","LU2471134952.CNY","AMDC","LU0077335932.USD","LU0157215616.USD","LU1923622614.USD","LU1974910355.USD","BK4141","LU0859254822.USD","LU0395794307.EUR","IE00BWXC8680.SGD","BK4535","AMDU","NVDO","LU2211815571.USD","LU0174119429.USD","LU1917777945.USD","LU0265550946.USD","AGOX","SGXZ51526630.SGD","IE00B4JS1V06.HKD","LU0211326755.USD","LU0823434583.USD","LU0348723411.USD","LU0820562030.AUD","LU2294711713.HKD","LU2430703178.SGD","LU0738911758.USD","HK0000304805.HKD","ABFL","DISK","LU0029864427.USD","SMHX","USXF","LU2237957902.USD","IE00BD6J9T35.USD","LU0661504455.SGD","LU2543165471.USD","IE00BMPRXR70.SGD","LU1861220033.SGD","SHOC","LU0672654240.SGD","SG9999015986.USD","LU2471134796.USD","BK4553","LU1633808545.USD","LU1721428933.USD","LU2458330243.SGD","LU0820561818.USD","LU2637965513.SGD","LU1803068979.SGD","FXL","IE00BDRTCR15.USD","LU1267930490.SGD","SG9999018865.SGD","LU2242650005.HKD","SG9999017495.SGD","SMCZ","NULC","LFGY","LU0820561909.HKD","IE00B7KXQ091.USD","AIFD","LU1366192091.USD","LU1674673691.USD","LU0342679015.USD","SG9999015358.SGD","DAMD","SMCI","LU2237443622.USD","EMSF","LU2242649171.HKD","IE00B3SWFQ91.USD","SCHA","LU0965509283.SGD","IE0004445239.USD","LU1551013425.SGD","IE0009G5SDU7.USD","LU1232071149.USD","BK4549","HK0000306685.HKD","LU2413666426.HKD","LU2552382215.SGD","LU1066051225.USD","LU0210528500.USD","LU2552382132.HKD","AMDW","LU2168564149.EUR","LU2065171311.SGD","BK4529","AMDL","LU2237438978.USD","JGRO","SG9999018857.SGD","LU0708995401.HKD","AMDG","LU2322448957.HKD","LU1712237335.SGD","LU2322448791.USD","LU1629891620.HKD","LU1868837136.USD","QQQG","DRIV","LU0070217475.USD","LU1244550494.USD","IE00BJTD4V19.USD","BK4598","LEGR","BK4548","NVDU","AMD","LU1861215975.USD","LU2265009873.SGD","SMH","LU2290526834.HKD","LU1084165304.USD","LU1316542783.SGD","BK4588","IE000MB6IJN5.SGD","LU2191332357.HKD","LU2954938101.SGD","LU0889565833.HKD","SG9999014567.USD","EFIV","LU1069347547.HKD","IE00BJJMRX11.SGD","IE00BK4W5M84.HKD","IE00BMPRXQ63.HKD","LU0053671581.USD","LU0149725797.USD","LU0494093205.USD","LU2602419157.SGD","BK4585","IE00BKVL7J92.USD","SG9999014880.SGD","SOXY","MUZ","IE0004086264.USD","LU0889566641.SGD","LU2430703095.HKD","LU0069063385.USD","LU0109391861.USD","IE00BQXX3D17.EUR","CHPS","LU1645745479.HKD","LU1244550221.USD","SG9999014542.SGD","LU0308772762.SGD","LU1868836591.USD","LU2347655156.SGD","LU2361045086.USD","NVDQ","XNTK","LU0234572021.USD","WLDR","IE00B5TLWC47.USD","AMDD","LU0708994859.HKD","LU1674673428.USD","LU0106261372.USD","LU2355687059.USD","IE00B5949003.HKD","LU2097344431.USD","HK0000914686.HKD","SNVDAmain","LU0310800965.SGD","IE000WAW04H5.SGD","LU1979441026.SGD","LU2433249047.HKD","SAMD0main","IE00B19Z3581.USD","LU0096364046.USD","LU1267930730.SGD","LU2089283258.USD","LU21259092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