突然发现如果你两年_老虎社区_美港股上老虎 - 老虎社区

阻击手幽灵

突然发现如果你两年前买一万闪迪，现在可以买一台小奔驰了

美股夜盘 | 半导体与存储板块续跌，闪迪、西部数据跌超3%，美光科技、SK海力士跌近2%；DCX暴涨逾43%，携手Whales AI推进平台商业化

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":617852956550112,"tweetId":"617852956550112","gmtCreate":1791862214011,"gmtModify":1791862215855,"author":{"id":4229747647868320,"idStr":"4229747647868320","authorId":4229747647868320,"authorIdStr":"4229747647868320","name":"阻击手幽灵","avatar":"https://static.tigerbbs.com/d0f888a425f1a737ade73115563f02e1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>突然发现 如果你两年前买一万闪迪，现在可以买一台小奔驰了</p></body></html>","htmlText":"<html><head></head><body><p>突然发现 如果你两年前买一万闪迪，现在可以买一台小奔驰了</p></body></html>","text":"突然发现 如果你两年前买一万闪迪，现在可以买一台小奔驰了","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/617852956550112","repostId":1186814902,"repostType":2,"repost":{"id":"1186814902","kind":"news","weMediaInfo":{"introduction":"行情速递","home_visible":1,"media_name":"行情速递","id":"1091154019","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1791850232,"share":"https://www.laohunote.com/m/news/1186814902?lang=zh_CN&edition=full","pubTime":"2026-10-13 08:10","market":"us","language":"zh","title":"美股夜盘 | 半导体与存储板块续跌，闪迪、西部数据跌超3%，美光科技、SK海力士跌近2%；DCX暴涨逾43%，携手Whales AI推进平台商业化","url":"https://stock-news.laohu8.com/highlight/detail?id=1186814902","media":"行情速递","summary":"10月12日（周一），美股夜盘芯片与存储板块整体走弱，英伟达、英特尔、美国超微公司、美光科技等主流半导体股普遍下跌逾1%，存储板块情绪承压。明星股方面，英伟达跌1.04%。存储板块方面，美光科技夜盘下跌1.77%，闪迪下跌3.16%，板块整体走低。公司宣布与Whales AI达成战略投资及独家商业化协议，DCX将向Whales AI提供首期400万美元战略投资，并视情况追加最高1600万美元。","content":"<html><head></head><body><p style=\"text-align: left;\">10月12日（周一），美股夜盘芯片与存储板块整体走弱， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>、 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>、 <a href=\"https://laohu8.com/S/MU\">美光科技</a>等主流半导体股普遍下跌逾1%，存储板块情绪承压。与之形成鲜明对比的是， <a href=\"https://laohu8.com/S/DCX\">Digital Currency X Technology Inc.</a>夜盘大涨逾40%，成为市场焦点。<br/><br/>明星股方面，英伟达跌1.04%。消息面上，英伟达与 <a href=\"https://laohu8.com/S/CSCO\">思科</a>联合推出新型可插拔光模块外形规格USFP，支持每通道400Gb/s电信号，单模块容量最高12.8Tb/s，带宽密度提升约4倍、能效提升约1.3倍，旨在为AI数据中心和“AI工厂”提供更高带宽密度和更低功耗的网络解决方案。该项目还引入TE Connectivity和Amphenol等合作伙伴，计划通过社区主导的多源项目制定开放行业规范，推动USFP生态发展。<br/><br/>美国超微公司（AMD）夜盘下跌1.31%。公司宣布推出面向智能体AI服务器的Helion机架级参考设计，基于开放计算项目（OCP）规范，最高可支持32768个Zen 6 CPU核心，提供灵活配置，适用于多种智能体AI基础设施部署方案，预计于2027年上半年上市。尽管股价短线承压，但该产品布局显示公司在下一代AI基础设施领域加大投入。<br/><br/>英特尔夜盘下跌1.76%。多篇报道显示，人工智能正引发史上最大基础设施投资浪潮，涵盖电力供应、数据中心建设及关键资源。英特尔与博通首席执行官在新加坡峰会上警告，AI发展最大瓶颈已从芯片供应转向资本资金，资本短缺可能制约基础设施扩张。IMF预计，AI相关投资有望推动全球经济增长约3%，同时也可能加剧就业市场的结构性调整。<br/><br/>存储板块方面，美光科技夜盘下跌1.77%，闪迪下跌3.16%，板块整体走低。此前多家机构指出，存储芯片行业仍处于传统“繁荣—衰退”周期，韩国存储双雄股价承压，外资大幅抛售加剧市场担忧。费城半导体指数跌逾2%，存储与半导体设备板块整体承压，投资者对全球存储芯片竞争格局及行业前景保持谨慎。<br/><br/>逆势上涨的DCX表现抢眼，Digital Currency X Technology Inc.夜盘大涨43.18%。公司宣布与Whales AI达成战略投资及独家商业化协议，DCX将向Whales AI提供首期400万美元战略投资，并视情况追加最高1600万美元。双方约定平台商业化收入按“DCX 60%、Whales AI 40%”比例分成，旨在通过资本投入与技术合作，推动相关平台的商业落地与收益共享，利好预期带动股价大幅拉升。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股夜盘 | 半导体与存储板块续跌，闪迪、西部数据跌超3%，美光科技、SK海力士跌近2%；DCX暴涨逾43%，携手Whales AI推进平台商业化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股夜盘 | 半导体与存储板块续跌，闪迪、西部数据跌超3%，美光科技、SK海力士跌近2%；DCX暴涨逾43%，携手Whales AI推进平台商业化\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1091154019\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情速递 </p>\n<p class=\"h-time\">2026-10-13 08:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">10月12日（周一），美股夜盘芯片与存储板块整体走弱， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>、 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>、 <a href=\"https://laohu8.com/S/MU\">美光科技</a>等主流半导体股普遍下跌逾1%，存储板块情绪承压。与之形成鲜明对比的是， <a href=\"https://laohu8.com/S/DCX\">Digital Currency X Technology Inc.</a>夜盘大涨逾40%，成为市场焦点。<br/><br/>明星股方面，英伟达跌1.04%。消息面上，英伟达与 <a href=\"https://laohu8.com/S/CSCO\">思科</a>联合推出新型可插拔光模块外形规格USFP，支持每通道400Gb/s电信号，单模块容量最高12.8Tb/s，带宽密度提升约4倍、能效提升约1.3倍，旨在为AI数据中心和“AI工厂”提供更高带宽密度和更低功耗的网络解决方案。该项目还引入TE Connectivity和Amphenol等合作伙伴，计划通过社区主导的多源项目制定开放行业规范，推动USFP生态发展。<br/><br/>美国超微公司（AMD）夜盘下跌1.31%。公司宣布推出面向智能体AI服务器的Helion机架级参考设计，基于开放计算项目（OCP）规范，最高可支持32768个Zen 6 CPU核心，提供灵活配置，适用于多种智能体AI基础设施部署方案，预计于2027年上半年上市。尽管股价短线承压，但该产品布局显示公司在下一代AI基础设施领域加大投入。<br/><br/>英特尔夜盘下跌1.76%。多篇报道显示，人工智能正引发史上最大基础设施投资浪潮，涵盖电力供应、数据中心建设及关键资源。英特尔与博通首席执行官在新加坡峰会上警告，AI发展最大瓶颈已从芯片供应转向资本资金，资本短缺可能制约基础设施扩张。IMF预计，AI相关投资有望推动全球经济增长约3%，同时也可能加剧就业市场的结构性调整。<br/><br/>存储板块方面，美光科技夜盘下跌1.77%，闪迪下跌3.16%，板块整体走低。此前多家机构指出，存储芯片行业仍处于传统“繁荣—衰退”周期，韩国存储双雄股价承压，外资大幅抛售加剧市场担忧。费城半导体指数跌逾2%，存储与半导体设备板块整体承压，投资者对全球存储芯片竞争格局及行业前景保持谨慎。<br/><br/>逆势上涨的DCX表现抢眼，Digital Currency X Technology Inc.夜盘大涨43.18%。公司宣布与Whales AI达成战略投资及独家商业化协议，DCX将向Whales AI提供首期400万美元战略投资，并视情况追加最高1600万美元。双方约定平台商业化收入按“DCX 60%、Whales AI 40%”比例分成，旨在通过资本投入与技术合作，推动相关平台的商业落地与收益共享，利好预期带动股价大幅拉升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"AMD":"美国超微公司","AMDW":"Roundhill AMD WeeklyPay ETF","NVDW":"NVDA周配息ETF-Roundhill","AMDY":"AMD期权收益策略ETF-YieldMax",".DJI":"道琼斯","NVDX":"2倍做多NVDA ETF-T-Rex","07388":"南方两倍做空英伟达","NVC":"Corgi NVDA 2x Daily ETF","CSCO":"思科",".IXIC":"NASDAQ Composite","NVDY":"NVDA期权收益策略ETF-YieldMax","MU":"美光科技","NVD":"2倍做空NVDA ETF-GraniteShares",".SPX":"S&P 500 Index","INYY":"YieldMax INTC Option Income Strategy ETF","AMDC":"Corgi AMD 2x Daily ETF","MUD":"1倍做空MU ETF-Direxion","DCX":"Digital Currency X Technology Inc.","NVDB":"ProShares Ultra NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","07788":"南方两倍做多英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","MUG":"Leverage Shares 2X Long MU Daily ETF","NVII":"Rex NVDA Growth & Income ETF","AMDD":"1倍做空AMD ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDD":"1倍做空NVDA ETF-Direxion","INT":"2倍做多INTC ETF-Corgi","ANV":"GraniteShares Autocallable NVDA ETF","MUU":"2倍做多MU ETF-Direxion","NVDA":"英伟达","AMDG":"2倍做多AMD ETF- Leverage Shares","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDU":"2倍做多NVDA ETF-Direxion","DAMD":"2倍做空AMD ETF-Defiance","AMDL":"2倍做多AMD ETF-GraniteShares","INTC":"英特尔","MIC":"2倍做多MU ETF-Corgi","MUYY":"GraniteShares YieldBOOSTMU ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","MULL":"2倍做多MU ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","AMUU":"2倍做多AMD ETF-Direxion","MUZ":"2倍做空MU ETF-Defiance","CSCS":"1倍做空CSCO ETF-Direxion","INTW":"2倍做多INTC ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","CSCL":"2倍做多CSCO ETF-Direxion","LINT":"Direxion Daily INTC Bull 2X ETF","AMYY":"GraniteShares YieldBOOST AMD ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186814902","content_text":"10月12日（周一），美股夜盘芯片与存储板块整体走弱， 英伟达、 英特尔、 美国超微公司、 美光科技等主流半导体股普遍下跌逾1%，存储板块情绪承压。与之形成鲜明对比的是， Digital Currency X Technology Inc.夜盘大涨逾40%，成为市场焦点。明星股方面，英伟达跌1.04%。消息面上，英伟达与 思科联合推出新型可插拔光模块外形规格USFP，支持每通道400Gb/s电信号，单模块容量最高12.8Tb/s，带宽密度提升约4倍、能效提升约1.3倍，旨在为AI数据中心和“AI工厂”提供更高带宽密度和更低功耗的网络解决方案。该项目还引入TE Connectivity和Amphenol等合作伙伴，计划通过社区主导的多源项目制定开放行业规范，推动USFP生态发展。美国超微公司（AMD）夜盘下跌1.31%。公司宣布推出面向智能体AI服务器的Helion机架级参考设计，基于开放计算项目（OCP）规范，最高可支持32768个Zen 6 CPU核心，提供灵活配置，适用于多种智能体AI基础设施部署方案，预计于2027年上半年上市。尽管股价短线承压，但该产品布局显示公司在下一代AI基础设施领域加大投入。英特尔夜盘下跌1.76%。多篇报道显示，人工智能正引发史上最大基础设施投资浪潮，涵盖电力供应、数据中心建设及关键资源。英特尔与博通首席执行官在新加坡峰会上警告，AI发展最大瓶颈已从芯片供应转向资本资金，资本短缺可能制约基础设施扩张。IMF预计，AI相关投资有望推动全球经济增长约3%，同时也可能加剧就业市场的结构性调整。存储板块方面，美光科技夜盘下跌1.77%，闪迪下跌3.16%，板块整体走低。此前多家机构指出，存储芯片行业仍处于传统“繁荣—衰退”周期，韩国存储双雄股价承压，外资大幅抛售加剧市场担忧。费城半导体指数跌逾2%，存储与半导体设备板块整体承压，投资者对全球存储芯片竞争格局及行业前景保持谨慎。逆势上涨的DCX表现抢眼，Digital Currency X Technology Inc.夜盘大涨43.18%。公司宣布与Whales AI达成战略投资及独家商业化协议，DCX将向Whales AI提供首期400万美元战略投资，并视情况追加最高1600万美元。双方约定平台商业化收入按“DCX 60%、Whales AI 40%”比例分成，旨在通过资本投入与技术合作，推动相关平台的商业落地与收益共享，利好预期带动股价大幅拉升。","news_type":1,"symbols_score_info":{"AMD":2,"NVDQ":0.6,"MUG":0.6,"NVDG":0.6,"NVDY":0.6,"NVDB":0.6,"NVDD":0.6,"INTC":2,"MIC":0.6,"DIPS":0.6,"MU":2,"NVC":0.6,"MUYY":0.6,"CSCS":0.6,"07788":0.6,"AMUU":0.6,"AMYY":0.6,"DCX":2,"CSCL":0.6,"INYY":0.6,"INT":0.6,"INTW":0.6,"LINT":0.6,"ANV":0.6,"CSCO":2,"NVD":0.6,"NVDU":0.6,"NVDA":2,"NVDX":0.6,"AMDC":0.6,"NVDL":0.6,"AMDY":0.6,".SPX":1,"NVDW":0.6,"DAMD":0.6,"NVII":0.6,"AMDL":0.6,"AMDG":0.6,"MUZ":0.6,"MULL":0.6,"NVDO":0.6,"07388":0.6,"NVYY":0.6,"MUD":0.6,"NVDS":0.6,".DJI":1,".IXIC":1,"MUU":0.6,"AMDW":0.6,"AMDD":0.6}},"isVote":1,"tweetType":1,"viewCount":214,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":53,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/617852956550112"}