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DISK Tema Memory ETF
盘后交易 10-09 16:22:01 EDT
36.03
+0.10
+0.28%
盘后
36.03
+0.00
0.00%
16:12 EDT
最高
36.54
最低
35.86
成交量
11.28万
今开
36.54
昨收
35.93
日振幅
1.89%
总市值
7,746万
流通市值
7,746万
总股本
215.00万
成交额
407.75万
换手率
5.25%
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
从触控层到存储芯片：触屏Mac的新增需求能否撑起一条供应链增量线
同花顺 · 00:13
从触控层到存储芯片：触屏Mac的新增需求能否撑起一条供应链增量线
全球PC卖不动了？第三季度出货量同比大跌两成
第一财经 · 10-09 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 · 10-09 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 · 10-09 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 · 10-09 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 · 10-09 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 · 10-09 14:26
Counterpoint：无需担忧 HBM 内存需求放缓，更高堆叠仍是行业趋势
8万亿巨头大跌！两大利空，发酵！
同花顺 · 10-09 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 · 10-09 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 · 10-09 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 · 10-09 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
DA Davidson维持美光科技（MU）买入评级 目标价上调至3000美元
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
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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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":["LU1914381329.SGD","LU0061475181.USD","LU0708995401.HKD","BK4605","FDTX","LU2048586759.USD","LU1548497426.USD","IE00B19Z3B42.SGD","MUZ","IE0009356076.USD","TRFK","XNTK","WLDR","LU1551013342.USD","IE00BJLML261.HKD","LU2458330169.SGD","LU2213496289.HKD","LU0889566641.SGD","DRMY","LU0320765059.SGD","LU2756315664.SGD","LU2471134952.CNY","LU0082616367.USD","LU0642271901.SGD","GB00BDT5M118.USD","LU1629891620.HKD","IE00BKDWB100.SGD","LU2896262040.SGD","LU0323591593.USD","LU0133085943.USD","LU0820561818.USD","LU0889565833.HKD","LU0234570918.USD","LU2286300806.USD","LU1674673428.USD","SG9999015978.USD","PSI","LU1551013425.SGD","LU1989764664.SGD","ARTY","LU2087625088.SGD","LU2102340556.USD","LU1366333091.USD","LU1267930813.SGD","LU2168564222.USD","LU2168564495.EUR","LU1861220033.SGD","LU0210536198.USD","FAI","LU2750360997.AUD","SMU00main","LU0683600562.USD","LU0353189680.USD","LU1674673691.USD","FTXL","LU2357627491.SGD","LU0256863811.USD","LU1720051108.HKD","LU1803068979.SGD","LU0096364046.USD","DISK","JGRO","LU2458330243.SGD","SG9999001424.SGD","MUU","LU2471134796.USD","LU0056508442.USD","SOXQ","IE0002270589.USD","LU0154236417.USD","BK4585","LU1868836591.USD","IE00B7SZLL34.SGD","LU0859254822.USD","SMH","BK4553","WUGI","IE00B1XK9C88.USD","LU0157215616.USD","IE00BK4W5M84.HKD","IE00BK4W5L77.USD","BK4512","LU2250418816.HKD","BK4527","LU0127658192.USD","BK4588","LU1145028129.USD","LU0256863902.USD","LU0820562030.AUD","LU1316542783.SGD","IXN","LU2360106780.USD","LU0274383776.USD","IE000M9KFDE8.USD","LU2168563687.JPY","SG9999015986.USD","LU2750360641.GBP","RULE","BK4543","LU1868836914.USD","LU2471134879.HKD","LU1989764748.USD","LU0417517546.SGD","MIC","XLK","LU0820561909.HKD","LU0109392836.USD","MUD","PTF","LU2543165471.USD","AIS","FTEC","CHPX","LU0109391861.USD","EGGY","LU0097036916.USD","IE00B5949003.HKD","CHAT","BK4532","LU2168564065.EUR","LU2211815571.USD","BK4141","IE00BWXC8680.SGD","LU2403377893.USD","SGXZ81514606.USD","IETC","LU1778281490.HKD","LEGR","LU1720051017.SGD","LU0787776722.HKD","LU1861215975.USD","CHPS","LU2054465674.USD","LU0203345920.USD","BAI","LU2931357623.SGD","BK4566","MUYY","LU2089985449.USD","LU0964807845.USD","SHOC","SGXZ51526630.SGD","AIQ","LU1852331112.SGD","IE0034235303.USD","SG9999015945.SGD","LU0081259029.USD","LU2290526834.HKD","LU0203347892.USD","LU1868837300.USD","LU2357305700.SGD","LU1323610961.USD","SOXX","VGT","BK4554","EFIV","SG9999015952.SGD","CGGO","IE00BSNM7G36.USD","LU0238689110.USD","LU0689472784.USD","MUG","BK4533","BK4579","LU1868837136.USD","LU2023250330.USD","TTXU","BOBP","USXF","LU0943347566.SGD","LU0719512351.SGD","HBMX","LU0640476718.USD","LU2360107168.USD","BK4575","LU2860962120.EUR","AIFD","LU2756315318.SGD","LU1267930730.SGD","LU0353189763.USD","LU2471134523.USD","LU0792757196.USD","MULL","LU0672654240.SGD","LU1280957306.USD","MU","FXL","LU2168564149.EUR","EMSF","SGXZ99366536.SGD","LU1868836757.USD","IE00B19Z3581.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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