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cky10327
11-11 22:16
还营造,本来就是,但是总得配合着总得干点啥,不然不给蓝党面子啊
英伟达黄仁勋在婚外情曝光后重返办公室举行例行晨会,营造“一切照常”的工作氛围
cky10327
11-11 17:51
$闪迪(SNDK)$
怎么老感觉你是跟着大a走呢
cky10327
11-07
$闪迪(SNDK)$
这轮资金轮动的背后,其实是市场在重新定价「确定性」——当AI的盈利兑现仍需时间,能立刻交出真金白银的现金奶牛,自然成了资金的新宠。 这段话说的很中肯,没有一味跟风唱空ai, 唱多老登,变革才刚开始,后面还有很长的路要走
cky10327
11-07
$Rocket Lab USA, Inc.(RKLB)$
今天fly太牛逼了
cky10327
11-06
难道不是吗,正常的证券交替,可到了这边搞成这样,获得竞选之一的原因估计就是迎合老百姓所谓的数据中心问题,估计民主党自己都没想到,难道这也是特的计划,给他们弄了个坑?
特朗普:股市因选举结果遭遇历史上最糟糕的交易日之一
cky10327
11-05
$纳斯达克(.IXIC)$
又一波下杀开始
cky10327
11-05
你跟着瀑布干嘛啊
异动解读|Tempus AI盘中下跌6.61%,评级上调与业绩利好后股价继续回吐
cky10327
10-30
什么玩意儿,市场已经完全变质了,什么情况都跌,少点多点区别,看不懂,全世界都一样,a更加不用说了,究竟怎么了,是要准备第三次了嘛这是
闪迪Q1财季营收同比暴增近4倍,Q2营收指引超预期,数据中心仍是明年增长核心
cky10327
10-30
$闪迪(SNDK)$
懵啊,不是财报各种好,尤其是指引,之前什么都好说指引不行,大跌,现在什么都好,也是大跌,啥情况,又披萨指数又飙上去了?
cky10327
10-29
$苹果(AAPL)$
这走势,这么牛嘛
cky10327
10-28
哼,都是你们说的,真的是资本的游戏
SK海力士交出亮眼财报,华尔街齐声唱多
cky10327
10-22
我去,服了,真的是,这条消息几天了啊,还没消化啊
异动解读|Rocket Lab USA盘前下跌5.07%,Neutron首飞推迟余波压制情绪
cky10327
10-22
$纳斯达克(.IXIC)$
看出来了,你现在是跟着a走的,大a也是出息了[冷漠]
cky10327
10-22
发现一个很有意思的事情,老美这边一个所谓的利坏信息,一个机构炒一波,下跌,然后换一个机构抄一波,又下跌,一个消息不同群体利用了能下跌几波的,缅a倒是没有这种现像的好像
异动解读|CoreWeave盘中下跌5.42%,Piper Sandler下调目标价后融资风险再受关注
cky10327
10-22
$闪迪(SNDK)$
感觉你真的有点涨不动了呢
cky10327
10-15
怎么天天要说这个新闻的啊,说够了没有啊,jsg一根
异动解读|美光科技盘中下跌3.88%,长鑫存储4F²突破继续压制存储股
cky10327
10-15
一天到晚长鑫长鑫长鑫,真这么厉害为什么长鑫不涨啊
异动解读|美光科技夜盘下跌3.02%,长鑫存储4F²突破持续压制存储股
cky10327
10-15
你的什么东西不需要芯片,就是想他们把价格打下来呗,降低你的成本呗
马斯克“补刀”,韩股海啸!紧急救市来了
cky10327
10-13
$Meta Platforms, Inc.(META)$
你不是外行,但你人品太恶心,从叫着出租算力开始[弱]
cky10327
10-06
只要减持就是这个说法,能不能看看减持了多少,看看减持比例行吗,100股里面减持1股和减持99股意义一样嘛,最烦这种事情带来股价下跌
Rocket Lab Corp的CFO Adam Spice减持140157股
去老虎APP查看更多动态
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07:47","market":"us","language":"zh","title":"英伟达黄仁勋在婚外情曝光后重返办公室举行例行晨会,营造“一切照常”的工作氛围","url":"https://stock-news.laohu8.com/highlight/detail?id=1153088285","media":"老虎资讯综合","summary":"核心要点据知情人士向媒体透露,在承认婚外情的第二天,英伟达首席执行官黄仁勋照常与公司高层管理人员举行了例行晨会。英伟达董事会正在调查黄仁勋与Alice Huang的关系。周二,黄仁勋也继续到办公室工作并主持会议。这家人工智能芯片巨头的内部人士表示,尽管针对黄仁勋婚外情事件的调查仍在推进,但他试图营造一种“一切照常”的工作氛围。英伟达员工描述公司目前的氛围时,使用了“悲伤”一词。","content":"<html><head></head><body><h2 style=\"text-align: left;\">核心要点</h2><ul><li><p style=\"text-align: left;\">据知情人士向媒体透露,在承认婚外情的第二天,英伟达首席执行官黄仁勋照常与公司高层管理人员举行了例行晨会。</p></li><li><p style=\"text-align: left;\">公司内部员工形容这家芯片巨头目前的氛围是“悲伤的”。</p></li><li><p style=\"text-align: left;\">英伟达董事会正在调查黄仁勋与Alice Huang的关系。</p></li></ul><p style=\"text-align: left;\">英伟达(Nvidia)首席执行官黄仁勋周一走进位于美国加利福尼亚州圣克拉拉市的公司总部,并与公司高层管理人员举行了例行晨会。</p><p style=\"text-align: left;\">此前一天,也就是周日,黄仁勋已经向公司员工披露了自己有婚外情的事实。</p><p style=\"text-align: left;\">据知情人士透露,黄仁勋在这场闭门会议开始时,首先谈到了自己的不忠行为,并向员工表达了深深的歉意。这些知情人士要求匿名,因为他们没有获得公开发言的授权。</p><p style=\"text-align: left;\">他们表示,黄仁勋没有接受任何提问,而是很快将话题转向业务以及当天的主要议程事项。</p><p style=\"text-align: left;\">周二,黄仁勋也继续到办公室工作并主持会议。此时,距离公司公布季度财报仅剩一周时间。</p><p style=\"text-align: left;\">这家人工智能芯片巨头的内部人士表示,尽管针对黄仁勋婚外情事件的调查仍在推进,但他试图营造一种“一切照常”的工作氛围。</p><p style=\"text-align: left;\">据《金融时报》报道,黄仁勋与前 Megaspeed 公司高管艾丽丝·黄(Alice Huang)存在恋爱关系。</p><p style=\"text-align: left;\">周日,现年63岁的黄仁勋通过一封发给员工的电子邮件承认自己有婚外情,但没有透露与他发生这段关系的女性是谁。此后,公司内部对黄仁勋的看法发生了变化。</p><p style=\"text-align: left;\">黄仁勋在邮件中写道:</p><p style=\"text-align: left;\">“我知道,道歉无法挽回我所做的一切。我希望我们的家庭能够得到修复,并且随着时间的推移,我能够重新赢得你们的信任。”</p><p style=\"text-align: left;\">英伟达董事会已经启动调查,并于周二聘请了律师事务所 Wachtell, Lipton, Rosen & Katz 负责开展此次调查。</p><p style=\"text-align: left;\">英伟达员工描述公司目前的氛围时,使用了“悲伤”一词。</p><p style=\"text-align: left;\">黄仁勋于1993年共同创立英伟达,最初的目标是开发用于电子游戏图形处理的图形处理器(GPU)。</p><p style=\"text-align: left;\">近年来,英伟达已经成为人工智能热潮的代名词,为支撑大型语言模型以及大规模数据中心建设的相关技术提供核心算力支持。</p><p style=\"text-align: left;\">作为人工智能各个技术层面发展的核心人物,黄仁勋不仅在行业内拥有重要影响力,同时也是华盛顿政界的重要声音。</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>英伟达黄仁勋在婚外情曝光后重返办公室举行例行晨会,营造“一切照常”的工作氛围</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{ 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class=\"title\">\n英伟达黄仁勋在婚外情曝光后重返办公室举行例行晨会,营造“一切照常”的工作氛围\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-11-11 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\">核心要点</h2><ul><li><p style=\"text-align: left;\">据知情人士向媒体透露,在承认婚外情的第二天,英伟达首席执行官黄仁勋照常与公司高层管理人员举行了例行晨会。</p></li><li><p style=\"text-align: left;\">公司内部员工形容这家芯片巨头目前的氛围是“悲伤的”。</p></li><li><p style=\"text-align: left;\">英伟达董事会正在调查黄仁勋与Alice Huang的关系。</p></li></ul><p style=\"text-align: left;\">英伟达(Nvidia)首席执行官黄仁勋周一走进位于美国加利福尼亚州圣克拉拉市的公司总部,并与公司高层管理人员举行了例行晨会。</p><p style=\"text-align: left;\">此前一天,也就是周日,黄仁勋已经向公司员工披露了自己有婚外情的事实。</p><p style=\"text-align: left;\">据知情人士透露,黄仁勋在这场闭门会议开始时,首先谈到了自己的不忠行为,并向员工表达了深深的歉意。这些知情人士要求匿名,因为他们没有获得公开发言的授权。</p><p style=\"text-align: left;\">他们表示,黄仁勋没有接受任何提问,而是很快将话题转向业务以及当天的主要议程事项。</p><p style=\"text-align: left;\">周二,黄仁勋也继续到办公室工作并主持会议。此时,距离公司公布季度财报仅剩一周时间。</p><p style=\"text-align: left;\">这家人工智能芯片巨头的内部人士表示,尽管针对黄仁勋婚外情事件的调查仍在推进,但他试图营造一种“一切照常”的工作氛围。</p><p style=\"text-align: left;\">据《金融时报》报道,黄仁勋与前 Megaspeed 公司高管艾丽丝·黄(Alice Huang)存在恋爱关系。</p><p style=\"text-align: left;\">周日,现年63岁的黄仁勋通过一封发给员工的电子邮件承认自己有婚外情,但没有透露与他发生这段关系的女性是谁。此后,公司内部对黄仁勋的看法发生了变化。</p><p style=\"text-align: left;\">黄仁勋在邮件中写道:</p><p style=\"text-align: left;\">“我知道,道歉无法挽回我所做的一切。我希望我们的家庭能够得到修复,并且随着时间的推移,我能够重新赢得你们的信任。”</p><p style=\"text-align: left;\">英伟达董事会已经启动调查,并于周二聘请了律师事务所 Wachtell, Lipton, Rosen & Katz 负责开展此次调查。</p><p style=\"text-align: left;\">英伟达员工描述公司目前的氛围时,使用了“悲伤”一词。</p><p style=\"text-align: left;\">黄仁勋于1993年共同创立英伟达,最初的目标是开发用于电子游戏图形处理的图形处理器(GPU)。</p><p style=\"text-align: left;\">近年来,英伟达已经成为人工智能热潮的代名词,为支撑大型语言模型以及大规模数据中心建设的相关技术提供核心算力支持。</p><p style=\"text-align: left;\">作为人工智能各个技术层面发展的核心人物,黄仁勋不仅在行业内拥有重要影响力,同时也是华盛顿政界的重要声音。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/28fcd063f1c6e79ad6f9c3229efb10ae","relate_stocks":{"NVDU":"2倍做多NVDA ETF-Direxion","07388":"南方两倍做空英伟达","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVC":"Corgi NVDA 2x Daily ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","NVDA":"英伟达","07788":"南方两倍做多英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153088285","content_text":"核心要点据知情人士向媒体透露,在承认婚外情的第二天,英伟达首席执行官黄仁勋照常与公司高层管理人员举行了例行晨会。公司内部员工形容这家芯片巨头目前的氛围是“悲伤的”。英伟达董事会正在调查黄仁勋与Alice Huang的关系。英伟达(Nvidia)首席执行官黄仁勋周一走进位于美国加利福尼亚州圣克拉拉市的公司总部,并与公司高层管理人员举行了例行晨会。此前一天,也就是周日,黄仁勋已经向公司员工披露了自己有婚外情的事实。据知情人士透露,黄仁勋在这场闭门会议开始时,首先谈到了自己的不忠行为,并向员工表达了深深的歉意。这些知情人士要求匿名,因为他们没有获得公开发言的授权。他们表示,黄仁勋没有接受任何提问,而是很快将话题转向业务以及当天的主要议程事项。周二,黄仁勋也继续到办公室工作并主持会议。此时,距离公司公布季度财报仅剩一周时间。这家人工智能芯片巨头的内部人士表示,尽管针对黄仁勋婚外情事件的调查仍在推进,但他试图营造一种“一切照常”的工作氛围。据《金融时报》报道,黄仁勋与前 Megaspeed 公司高管艾丽丝·黄(Alice Huang)存在恋爱关系。周日,现年63岁的黄仁勋通过一封发给员工的电子邮件承认自己有婚外情,但没有透露与他发生这段关系的女性是谁。此后,公司内部对黄仁勋的看法发生了变化。黄仁勋在邮件中写道:“我知道,道歉无法挽回我所做的一切。我希望我们的家庭能够得到修复,并且随着时间的推移,我能够重新赢得你们的信任。”英伟达董事会已经启动调查,并于周二聘请了律师事务所 Wachtell, Lipton, Rosen & Katz 负责开展此次调查。英伟达员工描述公司目前的氛围时,使用了“悲伤”一词。黄仁勋于1993年共同创立英伟达,最初的目标是开发用于电子游戏图形处理的图形处理器(GPU)。近年来,英伟达已经成为人工智能热潮的代名词,为支撑大型语言模型以及大规模数据中心建设的相关技术提供核心算力支持。作为人工智能各个技术层面发展的核心人物,黄仁勋不仅在行业内拥有重要影响力,同时也是华盛顿政界的重要声音。","news_type":1,"symbols_score_info":{"NVDS":0.6,"NVDQ":0.6,"NVDG":0.6,"NVYY":0.6,"NVDL":0.6,"NVDA":2,"DIPS":0.6,"NVDU":0.6,"NVDB":0.6,"NVDX":0.6,"NVD":0.6,"07388":0.6,"NVC":0.6,"NVDW":0.6,"07788":0.6,"ANV":0.6,"NVDD":0.6,"NVDY":0.6,"NVDO":0.6,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628170552529128,"gmtCreate":1794390709307,"gmtModify":1794390711373,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 怎么老感觉你是跟着大a走呢","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 怎么老感觉你是跟着大a走呢","text":"$闪迪(SNDK)$ 怎么老感觉你是跟着大a走呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/628170552529128","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626574881112160,"gmtCreate":1793987512024,"gmtModify":1793987514876,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 这轮资金轮动的背后,其实是市场在重新定价「确定性」——当AI的盈利兑现仍需时间,能立刻交出真金白银的现金奶牛,自然成了资金的新宠。 这段话说的很中肯,没有一味跟风唱空ai, 唱多老登,变革才刚开始,后面还有很长的路要走","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 这轮资金轮动的背后,其实是市场在重新定价「确定性」——当AI的盈利兑现仍需时间,能立刻交出真金白银的现金奶牛,自然成了资金的新宠。 这段话说的很中肯,没有一味跟风唱空ai, 唱多老登,变革才刚开始,后面还有很长的路要走","text":"$闪迪(SNDK)$ 这轮资金轮动的背后,其实是市场在重新定价「确定性」——当AI的盈利兑现仍需时间,能立刻交出真金白银的现金奶牛,自然成了资金的新宠。 这段话说的很中肯,没有一味跟风唱空ai, 唱多老登,变革才刚开始,后面还有很长的路要走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626574881112160","isVote":1,"tweetType":1,"viewCount":4812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626568935580040,"gmtCreate":1793986067812,"gmtModify":1793986216527,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a><v-v data-views=\"1\"></v-v> 今天fly太牛逼了","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a><v-v data-views=\"1\"></v-v> 今天fly太牛逼了","text":"$Rocket Lab USA, Inc.(RKLB)$ 今天fly太牛逼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626568935580040","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626315192517256,"gmtCreate":1793923837247,"gmtModify":1793925431427,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"难道不是吗,正常的证券交替,可到了这边搞成这样,获得竞选之一的原因估计就是迎合老百姓所谓的数据中心问题,估计民主党自己都没想到,难道这也是特的计划,给他们弄了个坑?","listText":"难道不是吗,正常的证券交替,可到了这边搞成这样,获得竞选之一的原因估计就是迎合老百姓所谓的数据中心问题,估计民主党自己都没想到,难道这也是特的计划,给他们弄了个坑?","text":"难道不是吗,正常的证券交替,可到了这边搞成这样,获得竞选之一的原因估计就是迎合老百姓所谓的数据中心问题,估计民主党自己都没想到,难道这也是特的计划,给他们弄了个坑?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626315192517256","repostId":"1144304943","repostType":2,"repost":{"id":"1144304943","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1793921891,"share":"https://www.laohunote.com/m/news/1144304943?lang=zh_CN&edition=full","pubTime":"2026-11-06 07:38","market":"us","language":"zh","title":"特朗普:股市因选举结果遭遇历史上最糟糕的交易日之一","url":"https://stock-news.laohu8.com/highlight/detail?id=1144304943","media":"老虎资讯综合","summary":"11月6日,美国总统特朗普发文表示:股市因选举结果经历了历史上最糟糕的交易日之一。看着真让人难过!我们付出了那么多努力才达到前所未有的水平,结果却成了这样。因此,你们的401(k)退休账户缩水了。记住,这不是共和党人造成的,而是“蠢民主党人”(Dumocrats)干的。不过不要害怕,我们很快就会以某种方式变得比以往任何时候都更强大。让美国再次伟大!","content":"<html><head></head><body><p>11月6日,美国总统特朗普发文表示:股市因选举结果经历了历史上最糟糕的交易日之一。看着真让人难过!我们付出了那么多努力才达到前所未有的水平,结果却成了这样。因此,你们的401(k)退休账户缩水了。记住,这不是共和党人造成的,而是“蠢民主党人”(Dumocrats)干的。不过不要害怕,我们很快就会以某种方式变得比以往任何时候都更强大。让美国再次伟大!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2019bbcb72cfd391ed3bdbfd46316\" alt=\"\" title=\"\" tg-width=\"1206\" tg-height=\"1036\"/></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>特朗普:股市因选举结果遭遇历史上最糟糕的交易日之一</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; 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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特朗普:股市因选举结果遭遇历史上最糟糕的交易日之一\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-11-06 07:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月6日,美国总统特朗普发文表示:股市因选举结果经历了历史上最糟糕的交易日之一。看着真让人难过!我们付出了那么多努力才达到前所未有的水平,结果却成了这样。因此,你们的401(k)退休账户缩水了。记住,这不是共和党人造成的,而是“蠢民主党人”(Dumocrats)干的。不过不要害怕,我们很快就会以某种方式变得比以往任何时候都更强大。让美国再次伟大!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2019bbcb72cfd391ed3bdbfd46316\" alt=\"\" title=\"\" tg-width=\"1206\" tg-height=\"1036\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fac5dbb0e1e56bac670882c555f04d16","relate_stocks":{"SPYM":"投资组合标普500指数ETF-SPDR","SPXU":"三倍做空标普500ETF-ProShares","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","YSPY":"GraniteShares YieldBOOST SPY 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ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144304943","content_text":"11月6日,美国总统特朗普发文表示:股市因选举结果经历了历史上最糟糕的交易日之一。看着真让人难过!我们付出了那么多努力才达到前所未有的水平,结果却成了这样。因此,你们的401(k)退休账户缩水了。记住,这不是共和党人造成的,而是“蠢民主党人”(Dumocrats)干的。不过不要害怕,我们很快就会以某种方式变得比以往任何时候都更强大。让美国再次伟大!","news_type":1,"symbols_score_info":{"SPDN":0.6,"DDM":0.6,".DJI":2,"SPYQ":0.6,"SMAX":0.6,"DIA":0.6,"UDOW":0.6,"DOG":0.6,"SPUU":0.6,"UPRO":0.6,"HIBL":0.6,"MMAX":0.6,"SPYH":0.6,"YSPY":0.6,"SDOW":0.6,"DXD":0.6,"SSO":0.6,"DMAX":0.6,"SPY":0.6,".IXIC":2,"SDS":0.6,"SPXU":0.6,"SH":0.6,"SPYU":0.6,".SPX":2,"IVV":0.6,"VOO":0.6,"SPXL":0.6,"SPXS":0.6,"SPYM":0.6}},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626187837894680,"gmtCreate":1793893000227,"gmtModify":1793893002343,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 又一波下杀开始","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 又一波下杀开始","text":"$纳斯达克(.IXIC)$ 又一波下杀开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/626187837894680","isVote":1,"tweetType":1,"viewCount":1906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"content":"这就是民主党获胜的结果?~他们的喜好真是搞笑,老美炒股的把选票给民主党的,这会儿会不会很开心啊","text":"这就是民主党获胜的结果?~他们的喜好真是搞笑,老美炒股的把选票给民主党的,这会儿会不会很开心啊","html":"这就是民主党获胜的结果?~他们的喜好真是搞笑,老美炒股的把选票给民主党的,这会儿会不会很开心啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626186151415832,"gmtCreate":1793892588489,"gmtModify":1793892590333,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"你跟着瀑布干嘛啊","listText":"你跟着瀑布干嘛啊","text":"你跟着瀑布干嘛啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626186151415832","repostId":"1187750137","repostType":2,"repost":{"id":"1187750137","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1793890088,"share":"https://www.laohunote.com/m/news/1187750137?lang=zh_CN&edition=full","pubTime":"2026-11-05 22:48","market":"hk","language":"zh","title":"异动解读|Tempus AI盘中下跌6.61%,评级上调与业绩利好后股价继续回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1187750137","media":"行情直击","summary":"11月5日,Tempus AI盘中下跌6.61%,报68.8631美元/股,成交额7364.4万美元。消息面上,公司此前获券商将评级从卖出上调至持有,且第三季度业绩与全年营收指引均好于预期,但相关利好已在前几个交易日推动股价走强,当前延续回吐走势。公司第三季度营收4.115亿美元,高于市场预期的4.094亿美元;调整后每股收益0.07美元,优于预期亏损0.09美元;毛利率升至64.8%,全年营收指引为16.0亿至16.1亿美元。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","content":"<p><p>11月5日,Tempus AI盘中下跌6.61%,报68.8631美元/股,成交额7364.4万美元。</p><p>消息面上,公司此前获券商将评级从卖出上调至持有,且第三季度业绩与全年营收指引均好于预期,但相关利好已在前几个交易日推动股价走强,当前延续回吐走势。</p><p>公司第三季度营收4.115亿美元,高于市场预期的4.094亿美元;调整后每股收益0.07美元,优于预期亏损0.09美元;毛利率升至64.8%,全年营收指引为16.0亿至16.1亿美元。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>","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>异动解读|Tempus AI盘中下跌6.61%,评级上调与业绩利好后股价继续回吐</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; 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-11-05 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>11月5日,Tempus AI盘中下跌6.61%,报68.8631美元/股,成交额7364.4万美元。</p><p>消息面上,公司此前获券商将评级从卖出上调至持有,且第三季度业绩与全年营收指引均好于预期,但相关利好已在前几个交易日推动股价走强,当前延续回吐走势。</p><p>公司第三季度营收4.115亿美元,高于市场预期的4.094亿美元;调整后每股收益0.07美元,优于预期亏损0.09美元;毛利率升至64.8%,全年营收指引为16.0亿至16.1亿美元。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187750137","content_text":"11月5日,Tempus AI盘中下跌6.61%,报68.8631美元/股,成交额7364.4万美元。消息面上,公司此前获券商将评级从卖出上调至持有,且第三季度业绩与全年营收指引均好于预期,但相关利好已在前几个交易日推动股价走强,当前延续回吐走势。公司第三季度营收4.115亿美元,高于市场预期的4.094亿美元;调整后每股收益0.07美元,优于预期亏损0.09美元;毛利率升至64.8%,全年营收指引为16.0亿至16.1亿美元。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623989796217616,"gmtCreate":1793356363161,"gmtModify":1793358058620,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"什么玩意儿,市场已经完全变质了,什么情况都跌,少点多点区别,看不懂,全世界都一样,a更加不用说了,究竟怎么了,是要准备第三次了嘛这是","listText":"什么玩意儿,市场已经完全变质了,什么情况都跌,少点多点区别,看不懂,全世界都一样,a更加不用说了,究竟怎么了,是要准备第三次了嘛这是","text":"什么玩意儿,市场已经完全变质了,什么情况都跌,少点多点区别,看不懂,全世界都一样,a更加不用说了,究竟怎么了,是要准备第三次了嘛这是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623989796217616","repostId":"2679723034","repostType":2,"repost":{"id":"2679723034","kind":"news","pubTimestamp":1793308440,"share":"https://www.laohunote.com/m/news/2679723034?lang=zh_CN&edition=full","pubTime":"2026-10-30 05:14","market":"us","language":"zh","title":"闪迪Q1财季营收同比暴增近4倍,Q2营收指引超预期,数据中心仍是明年增长核心","url":"https://stock-news.laohu8.com/highlight/detail?id=2679723034","media":"华尔街见闻","summary":"$闪迪$第一财季营收和利润均超出市场预期,AI推理需求正在把NAND推向更核心的基础设施位置。10月29日美股盘后,闪迪发布2027财年一季度财报,截至10月2日的第一财季营收达到110.31亿美元,环比增长23%,同比增长378%。闪迪数据中心业务一季度收入为48亿美元,环比增长61%,同比增长1682%,增速远超整体收入增长。本季度数据中心业务收入占总收入约43.5%。闪迪还强调,公司在一季度将更多供给分配给数据中心市场,以满足快速增长的客户需求。","content":"<html><head></head><body><p style=\"text-align: justify;\"> <a href=\"https://laohu8.com/S/SNDK\">闪迪</a>第一财季营收和利润均超出市场预期,AI推理需求正在把NAND推向更核心的基础设施位置。</p><p style=\"text-align: justify;\">10月29日美股盘后,闪迪发布2027财年一季度财报,截至10月2日的<strong>第一财季营收</strong>达到110.31亿美元,环比增长23%,同比增长378%。</p><p style=\"text-align: justify;\"><strong>非GAAP毛利率</strong>高达85.1%,<strong>非GAAP摊薄EPS</strong>为49.51美元,<strong>均高于公司此前指引</strong>。公司同期产生<strong>57亿美元调整后自由现金流</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50aba86f8dadefafe23eb7c5bdd64269\" data-align=\"center\" tg-width=\"640\" tg-height=\"164\"/><span></span></p><p style=\"text-align: justify;\"><strong>管理层称,本季度约60%的环比收入增长来自出货量提升,约40%来自价格上涨。</strong></p><p style=\"text-align: justify;\">公司把本轮增长明确归因于AI推理带来的结构性NAND需求上行。闪迪称,AI推理中的KV Cache、长上下文、多模态输入和持久化用户记忆,正在显著扩大对高容量、低能耗存储的需求。</p><p style=\"text-align: justify;\">财报显示,第一财季末,公司已在数据中心和端侧/边缘计算(Edge)业务领域签下8家客户,按底价计算的最低合同NBM收入为939亿美元。<strong>客户需求信号已延伸至2030财年之后,近期与领先AI公司的接触显示需求仍有上行空间。</strong></p><p style=\"text-align: justify;\"><strong>管理层预计,2027自然年数据中心仍将是NAND市场增长核心,占市场比重将超过55%</strong>;数据中心bit需求预计同比增长约40%,而2026年该需求已经实现翻倍以上增长。</p><p style=\"text-align: justify;\">公司预计,到2030年末,KV Cache将占AI数据中心闪存市场约三分之一,而AI数据中心存储机会有望接近当前整个NAND行业规模。</p><p style=\"text-align: justify;\"><strong>公司预计第二财季营收122亿至126亿美元,高于分析师预期121亿美元</strong>。董事会同时批准1拆8股票拆分,<strong>新增股份预计11月19日分配,拆分调整后交易预计11月20日开始。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>数据中心:AI需求成为最大增量来源,收入环比大增61%</strong></h2><p style=\"text-align: justify;\">按终端市场看,数据中心是本季度最大亮点。</p><p style=\"text-align: justify;\"><strong>闪迪数据中心业务一季度收入为48亿美元,环比增长61%,同比增长1682%,增速远超整体收入增长。</strong></p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c9fd26255688361b30f95082d0c9ab2\" data-align=\"center\" tg-width=\"640\" tg-height=\"331\"/><span></span></p><p style=\"text-align: justify;\">公司表示,其数据中心产品覆盖从高性能企业级SSD到高容量平台的完整AI基础设施需求。管理层估计,数据中心在行业bit需求中的占比,已从2020年初约20%提升至目前的近50%。</p><p style=\"text-align: justify;\"><strong>本季度数据中心业务收入占总收入约43.5%。虽然Edge业务收入规模仍更大,但数据中心已经成为最重要的增长引擎。</strong></p><p style=\"text-align: justify;\">闪迪还强调,公司在一季度将更多供给分配给数据中心市场,以满足快速增长的客户需求。公司提到,其强劲客户关系包括三家美国超大规模云厂商,这为未来数据中心扩张提供支撑。</p><p style=\"text-align: justify;\"><strong>管理层预计,2027自然年数据中心仍将是NAND市场增长核心,占市场比重将超过55%;数据中心bit需求预计同比增长约40%,而2026年该需求已经实现翻倍以上增长。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>Edge业务仍是最大收入来源,汽车和IoT成为新增长点</strong></h2><p style=\"text-align: justify;\"><strong>Edge业务一季度收入为58亿美元,环比增长7%,同比增长320%,仍是闪迪当前收入规模最大的终端市场,占总收入约52.6%。</strong></p><p style=\"text-align: justify;\">这一业务覆盖智能手机、PC、汽车、平板以及物理AI等场景。公司称,本季度Edge业务体现出高端和主流市场的韧性,但低端市场出现收缩,部分抵消了增长。</p><p style=\"text-align: justify;\"><strong>值得注意的是,汽车正在成为Edge业务中的重要增长方向。</strong>闪迪表示,其与领先客户的合作持续深化,公司有信心汽车未来能够成为Edge业务中最大的市场之一。</p><p style=\"text-align: justify;\">这意味着闪迪的增长逻辑并不只依赖云端AI数据中心。随着汽车电子、智能座舱、辅助驾驶、边缘AI设备持续提升存储需求,Edge市场仍然是一个高价值、长周期的需求池。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>消费者业务承压,但占比已明显降低</strong></h2><p style=\"text-align: justify;\"><strong>消费者业务本季度收入为3.97亿美元,环比下降29%,同比下降39%,是三大终端市场中唯一收缩的板块。</strong></p><p style=\"text-align: justify;\">公司解释称,消费者市场正在适应更高价格。换言之,在NAND价格快速上涨背景下,传统消费端对价格弹性更加敏感,需求受到压制。</p><p style=\"text-align: justify;\"><strong>不过,从整体业务结构看,消费者业务对闪迪财务表现的影响已经明显降低。</strong></p><p style=\"text-align: justify;\">本季度消费者业务仅占总收入约3.6%。这也是本轮财报的一个重要信号:闪迪当前的盈利能力,主要由数据中心和Edge驱动,而不是传统零售消费存储产品。</p><p style=\"text-align: justify;\">公司仍将消费者业务视为战略资产,原因在于该业务拥有直接触达终端用户和全球渠道伙伴的能力,能够为产品开发和终端需求变化提供早期反馈。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>NBM合约锁定长期需求</strong></h2><p style=\"text-align: justify;\">闪迪的New Business Models,即NBM,是投资者评估收入可见度的关键变量。</p><p style=\"text-align: justify;\"><strong>第一财季末,公司已在数据中心和Edge领域签下8家客户,按底价计算的最低合同NBM收入为939亿美元。</strong></p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7c2289db2aab029643d5ede810d7bf0\" data-align=\"center\" tg-width=\"640\" tg-height=\"140\"/><span></span></p><p style=\"text-align: justify;\"><strong>公司披露,季度末剩余履约义务为889亿美元,金融担保,包括现金存款和工具,为165亿美元</strong>。按bit计算,2027财年约一半供应已通过NBM承诺,2028财年约三分之二供应已通过NBM承诺。相关协议加权平均期限超过4年,最长达5年。</p><p style=\"text-align: justify;\">闪迪称,第一财季完成两个新的NBM协议,这两个协议此前已在第四财季电话会上披露。公司还表示,正与现有NBM客户讨论延长协议,也与新客户讨论新的NBM安排。</p><p style=\"text-align: justify;\"><strong>客户需求信号已延伸至2030财年之后,近期与领先AI公司的接触显示需求仍有上行空间。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>AI推理改变NAND定位:从“容量存储”走向AI基础设施核心层</strong></h2><p style=\"text-align: justify;\"><strong>闪迪在财报中特别强调,AI推理正在扩大NAND在AI基础设施中的角色。</strong></p><p style=\"text-align: justify;\">核心逻辑在于KV Cache。AI模型每生成一个token,都需要参考此前上下文,形成持续增长的工作记忆。随着长提示词、复杂推理、多模态输入和持久化用户上下文普及,存储需求会显著提升。</p><p style=\"text-align: justify;\">在闪迪的框架中,HBM和DRAM承担最高性能层,而NAND闪存则提供更具成本效率的容量层,用于保留更广泛上下文,并避免昂贵的重复计算。</p><p style=\"text-align: justify;\">公司进一步区分了TLC和QLC的角色:</p><blockquote><ul style=\"list-style-type: none;\"><li><p style=\"text-align: left;\">TLC适合对延迟敏感的KV Cache和活跃数据集;</p></li><li><p style=\"text-align: left;\">QLC适合更高密度场景,例如数据湖、支撑AI搜索的向量数据库、检索库等。</p></li></ul></blockquote><p style=\"text-align: justify;\">闪迪还称,使用SSD的系统相比纯易失性内存系统,可实现约3倍token吞吐量,同时能耗降低约75%。</p><p style=\"text-align: justify;\">分析认为,如果这一判断被大规模验证,NAND在AI推理中的战略地位将显著上升,不再只是传统意义上的低成本容量存储,而是AI数据中心成本、能耗和吞吐效率优化的一部分。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>资本开支:资本开支仅占收入1.8%,但需关注合资企业结构影响</strong></h2><p style=\"text-align: justify;\"><strong>闪迪第一财季现金资本支出为2.02亿美元,仅占总营收的1.8%;总资本支出为3.78亿美元,占营收的3.4%。</strong></p><p style=\"text-align: justify;\">其中,公司在合资企业(JV)中的总资本支出份额为3.24亿美元;在扣除外部融资及晶圆采购相关的设备折旧等冲抵机制后,公司实际向合资企业注入的现金资本支出为1.48亿美元;此外,封测后道及公司总部相关固定资产(PP&E)支出为5400万美元。</p><p style=\"text-align: justify;\"><strong>不过,这一资本开支比例不能简单理解为“存储行业变成轻资产”。</strong></p><p style=\"text-align: justify;\">闪迪与铠侠通过Flash Ventures合资框架共同开发和生产闪存,闪迪持有49.9%,铠侠持有50.1%。相关设备投资、折旧、租赁、补贴、供应商条款和晶圆采购成本之间存在复杂资金流。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f54e7b51ea7575f812c1e65adf3ed89\" data-align=\"center\" tg-width=\"640\" tg-height=\"326\"/><span></span></p><p style=\"text-align: justify;\">因此,现金CapEx较低反映了合资结构和融资机制带来的现金流优势,但并不代表生产扩张完全不需要经济资本投入。</p><p style=\"text-align: justify;\"><strong>公司表示,2027财年大部分CapEx将用于支持BiCS 8技术投资。考虑到NBM需求超过供应,公司未来资本配置重点仍将围绕先进制程转换和供给能力优化。</strong></p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\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闪迪Q1财季营收同比暴增近4倍,Q2营收指引超预期,数据中心仍是明年增长核心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-30 05:14 北京时间 <a href=https://wallstreetcn.com/articles/3784802><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>闪迪第一财季营收和利润均超出市场预期,AI推理需求正在把NAND推向更核心的基础设施位置。10月29日美股盘后,闪迪发布2027财年一季度财报,截至10月2日的第一财季营收达到110.31亿美元,环比增长23%,同比增长378%。非GAAP毛利率高达85.1%,非GAAP摊薄EPS为49.51美元,均高于公司此前指引。公司同期产生57亿美元调整后自由现金流。管理层称,本季度约60%的环比收入增长...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3784802\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70867a46aff8a11eb48dcb3aff03c721","relate_stocks":{"SNDQ":"2倍做空SNDK ETF-Tradr","SNDK":"闪迪","SNDC":"2倍做多SNDK ETF-Corgi","SNDU":"2倍做多SNDK ETF-T-REX","SNXX":"2倍做多SNDK ETF-Tradr","SNDG":"2倍做多SNDK ETF-Leverage Shares"},"source_url":"https://wallstreetcn.com/articles/3784802","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2679723034","content_text":"闪迪第一财季营收和利润均超出市场预期,AI推理需求正在把NAND推向更核心的基础设施位置。10月29日美股盘后,闪迪发布2027财年一季度财报,截至10月2日的第一财季营收达到110.31亿美元,环比增长23%,同比增长378%。非GAAP毛利率高达85.1%,非GAAP摊薄EPS为49.51美元,均高于公司此前指引。公司同期产生57亿美元调整后自由现金流。管理层称,本季度约60%的环比收入增长来自出货量提升,约40%来自价格上涨。公司把本轮增长明确归因于AI推理带来的结构性NAND需求上行。闪迪称,AI推理中的KV Cache、长上下文、多模态输入和持久化用户记忆,正在显著扩大对高容量、低能耗存储的需求。财报显示,第一财季末,公司已在数据中心和端侧/边缘计算(Edge)业务领域签下8家客户,按底价计算的最低合同NBM收入为939亿美元。客户需求信号已延伸至2030财年之后,近期与领先AI公司的接触显示需求仍有上行空间。管理层预计,2027自然年数据中心仍将是NAND市场增长核心,占市场比重将超过55%;数据中心bit需求预计同比增长约40%,而2026年该需求已经实现翻倍以上增长。公司预计,到2030年末,KV Cache将占AI数据中心闪存市场约三分之一,而AI数据中心存储机会有望接近当前整个NAND行业规模。公司预计第二财季营收122亿至126亿美元,高于分析师预期121亿美元。董事会同时批准1拆8股票拆分,新增股份预计11月19日分配,拆分调整后交易预计11月20日开始。数据中心:AI需求成为最大增量来源,收入环比大增61%按终端市场看,数据中心是本季度最大亮点。闪迪数据中心业务一季度收入为48亿美元,环比增长61%,同比增长1682%,增速远超整体收入增长。公司表示,其数据中心产品覆盖从高性能企业级SSD到高容量平台的完整AI基础设施需求。管理层估计,数据中心在行业bit需求中的占比,已从2020年初约20%提升至目前的近50%。本季度数据中心业务收入占总收入约43.5%。虽然Edge业务收入规模仍更大,但数据中心已经成为最重要的增长引擎。闪迪还强调,公司在一季度将更多供给分配给数据中心市场,以满足快速增长的客户需求。公司提到,其强劲客户关系包括三家美国超大规模云厂商,这为未来数据中心扩张提供支撑。管理层预计,2027自然年数据中心仍将是NAND市场增长核心,占市场比重将超过55%;数据中心bit需求预计同比增长约40%,而2026年该需求已经实现翻倍以上增长。Edge业务仍是最大收入来源,汽车和IoT成为新增长点Edge业务一季度收入为58亿美元,环比增长7%,同比增长320%,仍是闪迪当前收入规模最大的终端市场,占总收入约52.6%。这一业务覆盖智能手机、PC、汽车、平板以及物理AI等场景。公司称,本季度Edge业务体现出高端和主流市场的韧性,但低端市场出现收缩,部分抵消了增长。值得注意的是,汽车正在成为Edge业务中的重要增长方向。闪迪表示,其与领先客户的合作持续深化,公司有信心汽车未来能够成为Edge业务中最大的市场之一。这意味着闪迪的增长逻辑并不只依赖云端AI数据中心。随着汽车电子、智能座舱、辅助驾驶、边缘AI设备持续提升存储需求,Edge市场仍然是一个高价值、长周期的需求池。消费者业务承压,但占比已明显降低消费者业务本季度收入为3.97亿美元,环比下降29%,同比下降39%,是三大终端市场中唯一收缩的板块。公司解释称,消费者市场正在适应更高价格。换言之,在NAND价格快速上涨背景下,传统消费端对价格弹性更加敏感,需求受到压制。不过,从整体业务结构看,消费者业务对闪迪财务表现的影响已经明显降低。本季度消费者业务仅占总收入约3.6%。这也是本轮财报的一个重要信号:闪迪当前的盈利能力,主要由数据中心和Edge驱动,而不是传统零售消费存储产品。公司仍将消费者业务视为战略资产,原因在于该业务拥有直接触达终端用户和全球渠道伙伴的能力,能够为产品开发和终端需求变化提供早期反馈。NBM合约锁定长期需求闪迪的New Business Models,即NBM,是投资者评估收入可见度的关键变量。第一财季末,公司已在数据中心和Edge领域签下8家客户,按底价计算的最低合同NBM收入为939亿美元。公司披露,季度末剩余履约义务为889亿美元,金融担保,包括现金存款和工具,为165亿美元。按bit计算,2027财年约一半供应已通过NBM承诺,2028财年约三分之二供应已通过NBM承诺。相关协议加权平均期限超过4年,最长达5年。闪迪称,第一财季完成两个新的NBM协议,这两个协议此前已在第四财季电话会上披露。公司还表示,正与现有NBM客户讨论延长协议,也与新客户讨论新的NBM安排。客户需求信号已延伸至2030财年之后,近期与领先AI公司的接触显示需求仍有上行空间。AI推理改变NAND定位:从“容量存储”走向AI基础设施核心层闪迪在财报中特别强调,AI推理正在扩大NAND在AI基础设施中的角色。核心逻辑在于KV Cache。AI模型每生成一个token,都需要参考此前上下文,形成持续增长的工作记忆。随着长提示词、复杂推理、多模态输入和持久化用户上下文普及,存储需求会显著提升。在闪迪的框架中,HBM和DRAM承担最高性能层,而NAND闪存则提供更具成本效率的容量层,用于保留更广泛上下文,并避免昂贵的重复计算。公司进一步区分了TLC和QLC的角色:TLC适合对延迟敏感的KV Cache和活跃数据集;QLC适合更高密度场景,例如数据湖、支撑AI搜索的向量数据库、检索库等。闪迪还称,使用SSD的系统相比纯易失性内存系统,可实现约3倍token吞吐量,同时能耗降低约75%。分析认为,如果这一判断被大规模验证,NAND在AI推理中的战略地位将显著上升,不再只是传统意义上的低成本容量存储,而是AI数据中心成本、能耗和吞吐效率优化的一部分。资本开支:资本开支仅占收入1.8%,但需关注合资企业结构影响闪迪第一财季现金资本支出为2.02亿美元,仅占总营收的1.8%;总资本支出为3.78亿美元,占营收的3.4%。其中,公司在合资企业(JV)中的总资本支出份额为3.24亿美元;在扣除外部融资及晶圆采购相关的设备折旧等冲抵机制后,公司实际向合资企业注入的现金资本支出为1.48亿美元;此外,封测后道及公司总部相关固定资产(PP&E)支出为5400万美元。不过,这一资本开支比例不能简单理解为“存储行业变成轻资产”。闪迪与铠侠通过Flash Ventures合资框架共同开发和生产闪存,闪迪持有49.9%,铠侠持有50.1%。相关设备投资、折旧、租赁、补贴、供应商条款和晶圆采购成本之间存在复杂资金流。因此,现金CapEx较低反映了合资结构和融资机制带来的现金流优势,但并不代表生产扩张完全不需要经济资本投入。公司表示,2027财年大部分CapEx将用于支持BiCS 8技术投资。考虑到NBM需求超过供应,公司未来资本配置重点仍将围绕先进制程转换和供给能力优化。","news_type":1,"symbols_score_info":{"SNDK":2,"SNDC":0.6,"SNXX":0.6,"SNDU":0.6,"SNDG":0.6,"SNDQ":0.6}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623827451982216,"gmtCreate":1793316760293,"gmtModify":1793316762618,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 懵啊,不是财报各种好,尤其是指引,之前什么都好说指引不行,大跌,现在什么都好,也是大跌,啥情况,又披萨指数又飙上去了?","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 懵啊,不是财报各种好,尤其是指引,之前什么都好说指引不行,大跌,现在什么都好,也是大跌,啥情况,又披萨指数又飙上去了?","text":"$闪迪(SNDK)$ 懵啊,不是财报各种好,尤其是指引,之前什么都好说指引不行,大跌,现在什么都好,也是大跌,啥情况,又披萨指数又飙上去了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/623827451982216","isVote":1,"tweetType":1,"viewCount":6320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623680611362336,"gmtCreate":1793280980075,"gmtModify":1793280981831,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 这走势,这么牛嘛","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 这走势,这么牛嘛","text":"$苹果(AAPL)$ 这走势,这么牛嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623680611362336","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623235010252968,"gmtCreate":1793196310840,"gmtModify":1793196312674,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"哼,都是你们说的,真的是资本的游戏","listText":"哼,都是你们说的,真的是资本的游戏","text":"哼,都是你们说的,真的是资本的游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623235010252968","repostId":"2678950854","repostType":2,"repost":{"id":"2678950854","kind":"news","pubTimestamp":1793194820,"share":"https://www.laohunote.com/m/news/2678950854?lang=zh_CN&edition=full","pubTime":"2026-10-28 21:40","market":"hk","language":"zh","title":"SK海力士交出亮眼财报,华尔街齐声唱多","url":"https://stock-news.laohu8.com/highlight/detail?id=2678950854","media":"智通财经","summary":"智通财经APP获悉,SK 海力士交出一份创纪录的三季报,并同时抛出一份远超市场预期的股东回报方案。量与价双击,营业利润超预期SK 海力士三季度营收 104.62 万亿韩元,营业利润 83.33 万亿韩元,均为历史单季最高,环比分别增长 32% 与 38%,同比增幅达 328% 与 632%。Wedbush也称该公司第三季度业绩超出预期,原因是DRAM和NAND芯片的平均售价涨幅超出预期。Wedbush表示,到2030年,内存供应可能仍将保持紧张状态,高带宽内存的需求量将超过SK海力士现有出货量的两倍以上。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉,SK 海力士(SKHY.US)交出一份创纪录的三季报,并同时抛出一份远超市场预期的股东回报方案。摩根大通与花旗在 10 月 28 日的报告中双双维持看多评级——摩根大通维持增持、目标价 275 万韩元,花旗重申买入、目标价 300 万韩元,Wedbush将目标价从256万韩元上调至300万韩元、维持“跑赢大盘”评级。</p><p style=\"text-align: left;\">周三,<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>在韩国上市的股票上涨超10%,至每股148.7万韩元,而其在美国上市的美国存托凭证(ADR)盘初上涨10%。</p><p style=\"text-align: left;\"><strong>量与价双击,营业利润超预期</strong></p><p style=\"text-align: left;\">SK 海力士三季度营收 104.62 万亿韩元,营业利润 83.33 万亿韩元,均为历史单季最高,环比分别增长 32% 与 38%,同比增幅达 328% 与 632%。营业利润率 79.7%。</p><p style=\"text-align: left;\">超预期的幅度是这份财报的第一个看点:营收较摩根大通预测高 11%、较高盛之外的市场共识高 7%;营业利润较摩根大通预测高 16%、较共识高 9%。摩根大通在报告中给出的共识口径为营收 97,870 亿韩元十亿(即 97.87 万亿韩元)、营业利润 76.74 万亿韩元。</p><p style=\"text-align: left;\">驱动来自价格与产品结构。据摩根大通,三季度 DRAM 平均售价环比涨“接近 30%”(high-20%,摩根大通原预测 +20%),NAND 均价环比涨“20%中段”(mid-20%,原预测 +12%);DRAM 位元出货环比增约 10%,NAND 位元出货环比略降(原预测 +3%)。花旗补充了一个细节:服务器 DDR5 出货环比增长超过 40%,NAND 位元下降则是向高价值的 321 层 TLC 与 eSSD 产品切换的结果。摩根大通认为,DRAM 均价强于预期说明 HBM4 爬坡顺畅。</p><p style=\"text-align: left;\">公司对四季度的指引同样偏强:DRAM 位元出货环比增“20% 中段”(摩根大通原预测仅 +4%),NAND 位元环比增“个位数中段”(原预测 +3%),来自 1cnm 制程扩张、M15X 产能爬坡与 321 层 eSSD 销售增加。</p><p style=\"text-align: left;\">Wedbush也称该公司第三季度业绩超出预期,原因是DRAM和NAND芯片的平均售价涨幅超出预期。</p><p style=\"text-align: left;\"><strong>利润表里的微小裂缝:税前与净利润为何反而低于预期</strong></p><p style=\"text-align: left;\">营收与营业利润大幅超预期,税后却不及格。摩根大通列出两个拖累:汇兑损失 11.6 万亿韩元,以及铠侠相关投资估值损失约 22.9 万亿韩元。结果是税前利润 50.71 万亿韩元、净利润 39.53 万亿韩元,环比分别下降 59% 与 58%,较摩根大通预测低 29% 与 28%,较共识低 33% 与 35%。</p><p style=\"text-align: left;\">摩根大通列出的第二个负面是“PC 与智能手机需求出现零散(patchy)疲软迹象”,包括整机出货调整与产品组合变化,判断与存储涨价有关;第三个是“管理层预计 2027 年资本开支将较 2026 年显著增加”——公司未给出具体数字。三季度资本开支 12.7 万亿韩元,年初至今 31 万亿韩元,摩根大通维持全年 47 万亿韩元的预测;花旗模型中的资本开支则为 2026 年 49.1 万亿、2027 年 71 万亿、2028 年 111.4 万亿韩元,属预测口径而非公司指引。</p><p style=\"text-align: left;\">资产负债表继续改善:净负债/权益比由二季度的 -26% 改善至 -32%,花旗预测 2026 年末为 -45.1%,即净现金状态进一步增厚。</p><p style=\"text-align: left;\"><strong>100 万亿韩元股东回报</strong></p><p style=\"text-align: left;\">摩根大通的表述是:公司公布 2026 年股东回报方案规模 100 万亿韩元,由 60 万亿回购与 40 万亿分红构成,按其 2026 年自由现金流预测隐含 65% 以上的派息率,明显高于“约 40 万亿韩元”的市场共识。</p><p style=\"text-align: left;\">花旗的拆分则是约 30 万亿现金分红 + 约 60 万亿回购与注销(含今年 8 月已宣布的 40 万亿回购),100 万亿韩元按汇率约合 754 亿美元。</p><p style=\"text-align: left;\">可以确定的部分是:三季度每股派息 20,000 韩元,其中 10,000 韩元来自核心经营、10,000 韩元来自铠侠持股出售收益,公司计划把铠侠出售相关收益的大部分在年末以特别股息形式派发;本次新批 20 万亿韩元回购,其中 10 万亿用于股东回报、10 万亿用于 PSU(绩效股票单位),花旗明确后者不计入股东回报。</p><p style=\"text-align: left;\">花旗还给出一个增量判断:管理层计划继续按季度执行回购,理由是认为当前股价相对其盈利与现金生成能力被低估。花旗预计四季度股东回报约 35 万亿韩元(回购约 15 万亿 + 分红约 20 万亿),并把四季度营业利润预测由 89.8 万亿上调至 107 万亿韩元,2026 与 2027 年营业利润预测分别上调 7% 与 12%。</p><p style=\"text-align: left;\"><strong>2027 年HBM4 上位、长约锁产能</strong></p><p style=\"text-align: left;\">技术端,公司计划提高 1cnm 服务器产品占比,扩大基于 1cnm 的 DDR5 与 LPDDR5 SOCAMM 销售,四季度 321 层 NAND 占本土产能比重将超过 50%。HBM 方面,M15X 将在 2026 年底前爬坡至满产,四季度 HBM4 在 HBM 位元与营收份额上将超过 HBM3E;2027 年 HBM 谈判已经敲定,摩根大通称其与传统 DRAM 的盈利差距将“显著收窄”。</p><p style=\"text-align: left;\">需求能见度则靠长约支撑。公司已与 14 家关键客户签署长期协议,锁定的长约量相当于 2027 与 2028 年总产能的 50% 以上,并在与若干客户讨论把通常为五年的合约期限进一步延长。花旗据此称 DRAM/HBM 到 2029 年底前“实质售罄”(含在谈客户量),并观察到客户需求超过可用供应的两倍以上;公司层面的表述则是“存储需求超过供给的状态将延续至 2030 年”。两个口径不同,前者是投行测算、后者是公司表态,不可互换。</p><p style=\"text-align: left;\">Wedbush表示,到2030年,内存供应可能仍将保持紧张状态,高带宽内存的需求量将超过SK海力士现有出货量的两倍以上。该公司还表示,与14家客户签订的长期协议,涵盖了其2027年和2028年产能的一半以上,也有助于提高需求的可预测性。</p><p style=\"text-align: left;\">公司给出的 2027 年需求指引是 DRAM 同比增长“20% 中段”、NAND 增长“高十位数百分比”,花旗模型中 2027 年两者位元增速分别为“20% 中段”与“高十位数”,与公司口径吻合。公司同时称季度盈利尚未触及峰值,至少在 2027 年之前上升势头不会逆转。</p><p style=\"text-align: left;\"><strong>估值与定价</strong></p><p style=\"text-align: left;\">摩根大通给予增持,目标价 275 万韩元,估值方法是 7 倍的 2026-2027 年平均每股盈利,理由是存储上行周期“更强且更长”。需要说明的是,摩根大通的目标价期限为 2027 年 6 月,且其在 2026 年 8 月 5 日刚把目标价由 300 万韩元下调至 275 万韩元,本次并未上调。</p><p style=\"text-align: left;\">花旗重申买入,目标价 300 万韩元维持不变,对应 10 月 27 日价格 1,341,000 韩元,隐含股价回报 123.7%、含股息总回报 124.9%。其估值采用分部加总(SOTP),基于 2026 年 EBITDA:HBM 业务参照台积电给到 7.9 倍 EV/EBITDA,理由是存储市场正从传统商品市场转向高度定制化的类代工模式;商品存储业务给 6.3 倍,取自历史上行周期初期 12 个月远期 EV/EBITDA 均值。</p><p style=\"text-align: left;\">而Wedbush 新的目标价意味着超过 100% 的上涨空间,这是基于其 2027 年的盈利预测和约 5 倍的盈利估值,再加上净现金。</p><p style=\"text-align: left;\">花旗的盈利预测显示 2026 年营收 367.95 万亿韩元、营业利润 288.5 万亿韩元、净利润 256.1 万亿韩元、每股收益 351,844 韩元,对应市盈率 3.8 倍、ROE 106%、自由现金流收益率 17.9%;2027 年市盈率降至 2.8 倍、自由现金流收益率升至 26.5%。按花旗数据,公司市值约 979.59 万亿韩元,约合 7385 亿美元。</p><p style=\"text-align: left;\">风险方面,摩根大通列出 DRAM 价格与利润率低于预期、终端需求与库存不确定性;花旗列出 DRAM 需求下行、NAND 需求弱于预期、全球消费疲软三项。</p><p style=\"text-align: left;\">摩根大通此前判断,财报前市场对 SK 海力士的情绪偏空(汇兑逆风与上一季度每股盈利不及预期),本次超预期加股东回报更新“应能把情绪拉回正面区间”。</p></body></html>","source":"stock_zhitongcaijing","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>SK海力士交出亮眼财报,华尔街齐声唱多</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{ 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class=\"title\">\nSK海力士交出亮眼财报,华尔街齐声唱多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-28 21:40 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1514574.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,SK 海力士(SKHY.US)交出一份创纪录的三季报,并同时抛出一份远超市场预期的股东回报方案。摩根大通与花旗在 10 月 28 日的报告中双双维持看多评级——摩根大通维持增持、目标价 275 万韩元,花旗重申买入、目标价 300 万韩元,Wedbush将目标价从256万韩元上调至300万韩元、维持“跑赢大盘”评级。周三,SK海力士在韩国上市的股票上涨超10%,至每股148.7...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1514574.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4356e2e555ad6d77ae3571aaddefd211","relate_stocks":{"SKHY":"SK海力士","EEMO":"Invesco S&P Emerging Markets Momentum ETF","000660.KR":"SK海力士","FAZ":"三倍做空金融ETF-Direxion","RAM":"2倍做多DRAM ETF-T-REX","EDZ":"新兴市场ETF-Direxion三倍做空","03516":"博时港交所韩交所半导体指数ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1514574.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678950854","content_text":"智通财经APP获悉,SK 海力士(SKHY.US)交出一份创纪录的三季报,并同时抛出一份远超市场预期的股东回报方案。摩根大通与花旗在 10 月 28 日的报告中双双维持看多评级——摩根大通维持增持、目标价 275 万韩元,花旗重申买入、目标价 300 万韩元,Wedbush将目标价从256万韩元上调至300万韩元、维持“跑赢大盘”评级。周三,SK海力士在韩国上市的股票上涨超10%,至每股148.7万韩元,而其在美国上市的美国存托凭证(ADR)盘初上涨10%。量与价双击,营业利润超预期SK 海力士三季度营收 104.62 万亿韩元,营业利润 83.33 万亿韩元,均为历史单季最高,环比分别增长 32% 与 38%,同比增幅达 328% 与 632%。营业利润率 79.7%。超预期的幅度是这份财报的第一个看点:营收较摩根大通预测高 11%、较高盛之外的市场共识高 7%;营业利润较摩根大通预测高 16%、较共识高 9%。摩根大通在报告中给出的共识口径为营收 97,870 亿韩元十亿(即 97.87 万亿韩元)、营业利润 76.74 万亿韩元。驱动来自价格与产品结构。据摩根大通,三季度 DRAM 平均售价环比涨“接近 30%”(high-20%,摩根大通原预测 +20%),NAND 均价环比涨“20%中段”(mid-20%,原预测 +12%);DRAM 位元出货环比增约 10%,NAND 位元出货环比略降(原预测 +3%)。花旗补充了一个细节:服务器 DDR5 出货环比增长超过 40%,NAND 位元下降则是向高价值的 321 层 TLC 与 eSSD 产品切换的结果。摩根大通认为,DRAM 均价强于预期说明 HBM4 爬坡顺畅。公司对四季度的指引同样偏强:DRAM 位元出货环比增“20% 中段”(摩根大通原预测仅 +4%),NAND 位元环比增“个位数中段”(原预测 +3%),来自 1cnm 制程扩张、M15X 产能爬坡与 321 层 eSSD 销售增加。Wedbush也称该公司第三季度业绩超出预期,原因是DRAM和NAND芯片的平均售价涨幅超出预期。利润表里的微小裂缝:税前与净利润为何反而低于预期营收与营业利润大幅超预期,税后却不及格。摩根大通列出两个拖累:汇兑损失 11.6 万亿韩元,以及铠侠相关投资估值损失约 22.9 万亿韩元。结果是税前利润 50.71 万亿韩元、净利润 39.53 万亿韩元,环比分别下降 59% 与 58%,较摩根大通预测低 29% 与 28%,较共识低 33% 与 35%。摩根大通列出的第二个负面是“PC 与智能手机需求出现零散(patchy)疲软迹象”,包括整机出货调整与产品组合变化,判断与存储涨价有关;第三个是“管理层预计 2027 年资本开支将较 2026 年显著增加”——公司未给出具体数字。三季度资本开支 12.7 万亿韩元,年初至今 31 万亿韩元,摩根大通维持全年 47 万亿韩元的预测;花旗模型中的资本开支则为 2026 年 49.1 万亿、2027 年 71 万亿、2028 年 111.4 万亿韩元,属预测口径而非公司指引。资产负债表继续改善:净负债/权益比由二季度的 -26% 改善至 -32%,花旗预测 2026 年末为 -45.1%,即净现金状态进一步增厚。100 万亿韩元股东回报摩根大通的表述是:公司公布 2026 年股东回报方案规模 100 万亿韩元,由 60 万亿回购与 40 万亿分红构成,按其 2026 年自由现金流预测隐含 65% 以上的派息率,明显高于“约 40 万亿韩元”的市场共识。花旗的拆分则是约 30 万亿现金分红 + 约 60 万亿回购与注销(含今年 8 月已宣布的 40 万亿回购),100 万亿韩元按汇率约合 754 亿美元。可以确定的部分是:三季度每股派息 20,000 韩元,其中 10,000 韩元来自核心经营、10,000 韩元来自铠侠持股出售收益,公司计划把铠侠出售相关收益的大部分在年末以特别股息形式派发;本次新批 20 万亿韩元回购,其中 10 万亿用于股东回报、10 万亿用于 PSU(绩效股票单位),花旗明确后者不计入股东回报。花旗还给出一个增量判断:管理层计划继续按季度执行回购,理由是认为当前股价相对其盈利与现金生成能力被低估。花旗预计四季度股东回报约 35 万亿韩元(回购约 15 万亿 + 分红约 20 万亿),并把四季度营业利润预测由 89.8 万亿上调至 107 万亿韩元,2026 与 2027 年营业利润预测分别上调 7% 与 12%。2027 年HBM4 上位、长约锁产能技术端,公司计划提高 1cnm 服务器产品占比,扩大基于 1cnm 的 DDR5 与 LPDDR5 SOCAMM 销售,四季度 321 层 NAND 占本土产能比重将超过 50%。HBM 方面,M15X 将在 2026 年底前爬坡至满产,四季度 HBM4 在 HBM 位元与营收份额上将超过 HBM3E;2027 年 HBM 谈判已经敲定,摩根大通称其与传统 DRAM 的盈利差距将“显著收窄”。需求能见度则靠长约支撑。公司已与 14 家关键客户签署长期协议,锁定的长约量相当于 2027 与 2028 年总产能的 50% 以上,并在与若干客户讨论把通常为五年的合约期限进一步延长。花旗据此称 DRAM/HBM 到 2029 年底前“实质售罄”(含在谈客户量),并观察到客户需求超过可用供应的两倍以上;公司层面的表述则是“存储需求超过供给的状态将延续至 2030 年”。两个口径不同,前者是投行测算、后者是公司表态,不可互换。Wedbush表示,到2030年,内存供应可能仍将保持紧张状态,高带宽内存的需求量将超过SK海力士现有出货量的两倍以上。该公司还表示,与14家客户签订的长期协议,涵盖了其2027年和2028年产能的一半以上,也有助于提高需求的可预测性。公司给出的 2027 年需求指引是 DRAM 同比增长“20% 中段”、NAND 增长“高十位数百分比”,花旗模型中 2027 年两者位元增速分别为“20% 中段”与“高十位数”,与公司口径吻合。公司同时称季度盈利尚未触及峰值,至少在 2027 年之前上升势头不会逆转。估值与定价摩根大通给予增持,目标价 275 万韩元,估值方法是 7 倍的 2026-2027 年平均每股盈利,理由是存储上行周期“更强且更长”。需要说明的是,摩根大通的目标价期限为 2027 年 6 月,且其在 2026 年 8 月 5 日刚把目标价由 300 万韩元下调至 275 万韩元,本次并未上调。花旗重申买入,目标价 300 万韩元维持不变,对应 10 月 27 日价格 1,341,000 韩元,隐含股价回报 123.7%、含股息总回报 124.9%。其估值采用分部加总(SOTP),基于 2026 年 EBITDA:HBM 业务参照台积电给到 7.9 倍 EV/EBITDA,理由是存储市场正从传统商品市场转向高度定制化的类代工模式;商品存储业务给 6.3 倍,取自历史上行周期初期 12 个月远期 EV/EBITDA 均值。而Wedbush 新的目标价意味着超过 100% 的上涨空间,这是基于其 2027 年的盈利预测和约 5 倍的盈利估值,再加上净现金。花旗的盈利预测显示 2026 年营收 367.95 万亿韩元、营业利润 288.5 万亿韩元、净利润 256.1 万亿韩元、每股收益 351,844 韩元,对应市盈率 3.8 倍、ROE 106%、自由现金流收益率 17.9%;2027 年市盈率降至 2.8 倍、自由现金流收益率升至 26.5%。按花旗数据,公司市值约 979.59 万亿韩元,约合 7385 亿美元。风险方面,摩根大通列出 DRAM 价格与利润率低于预期、终端需求与库存不确定性;花旗列出 DRAM 需求下行、NAND 需求弱于预期、全球消费疲软三项。摩根大通此前判断,财报前市场对 SK 海力士的情绪偏空(汇兑逆风与上一季度每股盈利不及预期),本次超预期加股东回报更新“应能把情绪拉回正面区间”。","news_type":1,"symbols_score_info":{"FAZ":1.5,"SKHY":1.5,"EEMO":1.5,"03516":1.5,"000660.KR":1,"EDZ":1.5,"RAM":1.5}},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621172418491024,"gmtCreate":1792680637818,"gmtModify":1792683792530,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"我去,服了,真的是,这条消息几天了啊,还没消化啊","listText":"我去,服了,真的是,这条消息几天了啊,还没消化啊","text":"我去,服了,真的是,这条消息几天了啊,还没消化啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621172418491024","repostId":"1140873393","repostType":2,"repost":{"id":"1140873393","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1792656954,"share":"https://www.laohunote.com/m/news/1140873393?lang=zh_CN&edition=full","pubTime":"2026-10-22 16:15","market":"hk","language":"zh","title":"异动解读|Rocket Lab USA盘前下跌5.07%,Neutron首飞推迟余波压制情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1140873393","media":"行情直击","summary":"10月22日,Rocket Lab USA盘前下跌5.07%,报51.18美元,成交额687.16万美元。消息面上,公司此前确认新一代可复用中型运载火箭Neutron首飞由原定时间推迟至2027年,市场对项目节奏与交付预期仍在重新定价,令前一交易日因财报日期落定带来的反弹出现回吐。已披露信息显示,延期源于前端穹顶制造流程问题;公司将于11月9日公布三季度业绩,市场预期EPS为-0.05。近期ARK曾在股价急跌后增持,但短线情绪修复力度仍有限。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","content":"<p><p>10月22日,Rocket Lab USA盘前下跌5.07%,报51.18美元,成交额687.16万美元。</p><p>消息面上,公司此前确认新一代可复用中型运载火箭Neutron首飞由原定时间推迟至2027年,市场对项目节奏与交付预期仍在重新定价,令前一交易日因财报日期落定带来的反弹出现回吐。</p><p>已披露信息显示,延期源于前端穹顶制造流程问题;公司将于11月9日公布三季度业绩,市场预期EPS为-0.05。近期ARK曾在股价急跌后增持,但短线情绪修复力度仍有限。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>","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>异动解读|Rocket Lab USA盘前下跌5.07%,Neutron首飞推迟余波压制情绪</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; 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-10-22 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月22日,Rocket Lab USA盘前下跌5.07%,报51.18美元,成交额687.16万美元。</p><p>消息面上,公司此前确认新一代可复用中型运载火箭Neutron首飞由原定时间推迟至2027年,市场对项目节奏与交付预期仍在重新定价,令前一交易日因财报日期落定带来的反弹出现回吐。</p><p>已披露信息显示,延期源于前端穹顶制造流程问题;公司将于11月9日公布三季度业绩,市场预期EPS为-0.05。近期ARK曾在股价急跌后增持,但短线情绪修复力度仍有限。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKLB":"Rocket Lab USA, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140873393","content_text":"10月22日,Rocket Lab 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看出来了,你现在是跟着a走的,大a也是出息了[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/621167955457312","isVote":1,"tweetType":1,"viewCount":2613,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548217282482544","authorId":"3548217282482544","name":"王多鱼啊啊","avatar":"https://static.tigerbbs.com/151f4dbaaba95144b785109cd8626003","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3548217282482544","idStr":"3548217282482544"},"content":"都涨成啥样了,跌两个点还算多了?","text":"都涨成啥样了,跌两个点还算多了?","html":"都涨成啥样了,跌两个点还算多了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621158755454976,"gmtCreate":1792677230892,"gmtModify":1792677233217,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"发现一个很有意思的事情,老美这边一个所谓的利坏信息,一个机构炒一波,下跌,然后换一个机构抄一波,又下跌,一个消息不同群体利用了能下跌几波的,缅a倒是没有这种现像的好像","listText":"发现一个很有意思的事情,老美这边一个所谓的利坏信息,一个机构炒一波,下跌,然后换一个机构抄一波,又下跌,一个消息不同群体利用了能下跌几波的,缅a倒是没有这种现像的好像","text":"发现一个很有意思的事情,老美这边一个所谓的利坏信息,一个机构炒一波,下跌,然后换一个机构抄一波,又下跌,一个消息不同群体利用了能下跌几波的,缅a倒是没有这种现像的好像","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621158755454976","repostId":"1173279495","repostType":2,"repost":{"id":"1173279495","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1792676382,"share":"https://www.laohunote.com/m/news/1173279495?lang=zh_CN&edition=full","pubTime":"2026-10-22 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-10-22 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月22日,CoreWeave盘中下跌5.42%,报60.035美元,成交额5.01亿美元。</p><p>消息面上,Piper Sandler将CoreWeave目标价下调至124美元,叠加市场持续消化其债券承压与高融资成本问题,压制股价表现。</p><p>此前公开消息显示,公司无担保债务收益率约15%,且约207亿美元债务将在2030年前到期,市场对其再融资成本和AI资本开支景气度的担忧仍未消退;尽管高盛、摩根大通等机构近期维持偏多观点,但资金焦点仍集中在下月业绩前的融资安排。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173279495","content_text":"10月22日,CoreWeave盘中下跌5.42%,报60.035美元,成交额5.01亿美元。消息面上,Piper Sandler将CoreWeave目标价下调至124美元,叠加市场持续消化其债券承压与高融资成本问题,压制股价表现。此前公开消息显示,公司无担保债务收益率约15%,且约207亿美元债务将在2030年前到期,市场对其再融资成本和AI资本开支景气度的担忧仍未消退;尽管高盛、摩根大通等机构近期维持偏多观点,但资金焦点仍集中在下月业绩前的融资安排。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620842378269224,"gmtCreate":1792599966487,"gmtModify":1792599968583,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 感觉你真的有点涨不动了呢","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 感觉你真的有点涨不动了呢","text":"$闪迪(SNDK)$ 感觉你真的有点涨不动了呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620842378269224","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618625402614856,"gmtCreate":1792073395134,"gmtModify":1792073397325,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"怎么天天要说这个新闻的啊,说够了没有啊,jsg一根","listText":"怎么天天要说这个新闻的啊,说够了没有啊,jsg一根","text":"怎么天天要说这个新闻的啊,说够了没有啊,jsg一根","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618625402614856","repostId":"1197195927","repostType":2,"repost":{"id":"1197195927","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1792071575,"share":"https://www.laohunote.com/m/news/1197195927?lang=zh_CN&edition=full","pubTime":"2026-10-15 21:39","market":"hk","language":"zh","title":"异动解读|美光科技盘中下跌3.88%,长鑫存储4F²突破继续压制存储股","url":"https://stock-news.laohu8.com/highlight/detail?id=1197195927","media":"行情直击","summary":"10月15日,美光科技盘中下跌3.88%,报861.49美元,成交额45.14亿美元。消息面上,市场继续消化长鑫存储宣称在DRAM技术上取得突破、并计划于年底推出4F²数据中心芯片设计的影响,投资者担忧中美存储厂商竞争加剧,存储板块盘初普跌,美光、SK海力士、西部数据与闪迪等个股同步走弱。此外,费城半导体指数此前已录得六连跌,美光高管Michael Ray拟出售6328股普通股,也对短线情绪形成一定扰动。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","content":"<p><p>10月15日,美光科技盘中下跌3.88%,报861.49美元,成交额45.14亿美元。</p><p>消息面上,市场继续消化长鑫存储宣称在DRAM技术上取得突破、并计划于年底推出4F²数据中心芯片设计的影响,投资者担忧中美存储厂商竞争加剧,存储板块盘初普跌,美光、SK海力士、西部数据与闪迪等个股同步走弱。</p><p>此外,费城半导体指数此前已录得六连跌,美光高管Michael Ray拟出售6328股普通股,也对短线情绪形成一定扰动。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>","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>异动解读|美光科技盘中下跌3.88%,长鑫存储4F²突破继续压制存储股</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{ 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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异动解读|美光科技盘中下跌3.88%,长鑫存储4F²突破继续压制存储股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-10-15 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月15日,美光科技盘中下跌3.88%,报861.49美元,成交额45.14亿美元。</p><p>消息面上,市场继续消化长鑫存储宣称在DRAM技术上取得突破、并计划于年底推出4F²数据中心芯片设计的影响,投资者担忧中美存储厂商竞争加剧,存储板块盘初普跌,美光、SK海力士、西部数据与闪迪等个股同步走弱。</p><p>此外,费城半导体指数此前已录得六连跌,美光高管Michael Ray拟出售6328股普通股,也对短线情绪形成一定扰动。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197195927","content_text":"10月15日,美光科技盘中下跌3.88%,报861.49美元,成交额45.14亿美元。消息面上,市场继续消化长鑫存储宣称在DRAM技术上取得突破、并计划于年底推出4F²数据中心芯片设计的影响,投资者担忧中美存储厂商竞争加剧,存储板块盘初普跌,美光、SK海力士、西部数据与闪迪等个股同步走弱。此外,费城半导体指数此前已录得六连跌,美光高管Michael Ray拟出售6328股普通股,也对短线情绪形成一定扰动。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618582878139224,"gmtCreate":1792062955861,"gmtModify":1792062957668,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"一天到晚长鑫长鑫长鑫,真这么厉害为什么长鑫不涨啊","listText":"一天到晚长鑫长鑫长鑫,真这么厉害为什么长鑫不涨啊","text":"一天到晚长鑫长鑫长鑫,真这么厉害为什么长鑫不涨啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618582878139224","repostId":"1135237718","repostType":2,"repost":{"id":"1135237718","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1792029385,"share":"https://www.laohunote.com/m/news/1135237718?lang=zh_CN&edition=full","pubTime":"2026-10-15 09:56","market":"hk","language":"zh","title":"异动解读|美光科技夜盘下跌3.02%,长鑫存储4F²突破持续压制存储股","url":"https://stock-news.laohu8.com/highlight/detail?id=1135237718","media":"行情直击","summary":"10月15日,美光科技夜盘下跌3.02%,报886.53美元,成交额1.22亿美元。消息面上,市场继续消化长鑫存储宣称在DRAM技术上取得突破、并计划于年底推出4F²数据中心芯片设计的影响,投资者担忧中美存储厂商竞争加剧,压制美光与SK海力士等存储股表现。此前美光已连续走弱,费城半导体指数也录得六连跌。此外,期权大单交易呈现分化,整体情绪为谨慎偏多;同时公司高管Michael Ray披露拟出售6328股普通股,亦对短线情绪形成扰动。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","content":"<p><p>10月15日,美光科技夜盘下跌3.02%,报886.53美元,成交额1.22亿美元。</p><p>消息面上,市场继续消化长鑫存储宣称在DRAM技术上取得突破、并计划于年底推出4F²数据中心芯片设计的影响,投资者担忧中美存储厂商竞争加剧,压制美光与SK海力士等存储股表现。此前美光已连续走弱,费城半导体指数也录得六连跌。</p><p>此外,期权大单交易呈现分化,整体情绪为谨慎偏多;同时公司高管Michael Ray披露拟出售6328股普通股,亦对短线情绪形成扰动。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>","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>异动解读|美光科技夜盘下跌3.02%,长鑫存储4F²突破持续压制存储股</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; 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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异动解读|美光科技夜盘下跌3.02%,长鑫存储4F²突破持续压制存储股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-10-15 09:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月15日,美光科技夜盘下跌3.02%,报886.53美元,成交额1.22亿美元。</p><p>消息面上,市场继续消化长鑫存储宣称在DRAM技术上取得突破、并计划于年底推出4F²数据中心芯片设计的影响,投资者担忧中美存储厂商竞争加剧,压制美光与SK海力士等存储股表现。此前美光已连续走弱,费城半导体指数也录得六连跌。</p><p>此外,期权大单交易呈现分化,整体情绪为谨慎偏多;同时公司高管Michael Ray披露拟出售6328股普通股,亦对短线情绪形成扰动。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135237718","content_text":"10月15日,美光科技夜盘下跌3.02%,报886.53美元,成交额1.22亿美元。消息面上,市场继续消化长鑫存储宣称在DRAM技术上取得突破、并计划于年底推出4F²数据中心芯片设计的影响,投资者担忧中美存储厂商竞争加剧,压制美光与SK海力士等存储股表现。此前美光已连续走弱,费城半导体指数也录得六连跌。此外,期权大单交易呈现分化,整体情绪为谨慎偏多;同时公司高管Michael Ray披露拟出售6328股普通股,亦对短线情绪形成扰动。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618582527287360,"gmtCreate":1792062917548,"gmtModify":1792062919385,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"你的什么东西不需要芯片,就是想他们把价格打下来呗,降低你的成本呗","listText":"你的什么东西不需要芯片,就是想他们把价格打下来呗,降低你的成本呗","text":"你的什么东西不需要芯片,就是想他们把价格打下来呗,降低你的成本呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618582527287360","repostId":"2675230066","repostType":2,"repost":{"id":"2675230066","kind":"highlight","pubTimestamp":1792055239,"share":"https://www.laohunote.com/m/news/2675230066?lang=zh_CN&edition=full","pubTime":"2026-10-15 17:07","market":"fut","language":"zh","title":"马斯克“补刀”,韩股海啸!紧急救市来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2675230066","media":"格隆汇","summary":"超级 “黑色星期四”!","content":"<html><body><p><a href=\"https://laohu8.com/S/002540\">亚太科技</a>遭遇超级“黑色星期四”,韩股尤为惨烈。</p><p>今天,<b>韩国KOSPI指数盘中<i></i>一度狂泻超9%,触发市场熔断机制,为今年以来第十次熔断。</b></p><p>最终收跌超7%,创下自7月28日以来最大单日跌幅。</p><p><b>相较6月份高点,KOSPI指数现已回撤超40%。</b></p><p><img src=\"https://img3.gelonghui.com/9e10e-0b8d25ec-4d98-4a35-b415-541fc234cbbd.jpg?guru_height=420&guru_width=738&guru_size=26307\"/></p><p><b>韩国“存储双雄”大崩盘。</b></p><p>其中,<b><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a></b>收跌约9%,创7月以来新低,且较6月高点回撤近44%;<b><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a></b>收跌约11%,创今年4月以来新低,且较6月份高点回撤57%。</p><p><img src=\"https://img3.gelonghui.com/372cc-491cdc8f-2098-4f19-b616-59d269063d7f.jpg?guru_height=555&guru_width=752&guru_size=42012\"/></p><h3><b><font color=\"#3daad6\"><br/></font></b></h3><h3><b><font color=\"#3daad6\">恐慌,加剧!</font></b></h3><div><b><font color=\"#3daad6\"><br/></font></b></div><p>昨夜,CPI引爆加息预期,美股科技遭重挫。</p><p><b>叠加马斯克的言论“补刀”,韩国股市今天彻底被砸崩了。</b></p><p>马斯克最新在X平台发文警告:<b>中国2028年将大量生产RAM,韩国忧2029年内存过剩。</b></p><blockquote>“China will be making a LOT of RAM in 2028”</blockquote><p>他的此番言论直接回应了韩国一家财经专栏关于内存供应过剩风险的警告,暗示韩国半导体行业只有2-3年的转型窗口期。</p><p><img src=\"https://img3.gelonghui.com/f4e7b-f8278a89-dcde-4485-b0a1-9bab75d7627b.jpg?guru_height=399&guru_width=579&guru_size=35377\"/></p><p>据悉,该专栏文章警告称,随着中国新增产能的投产,韩国到2029年可能面临内存供应过剩的局面。</p><p><b>韩国只剩2至3年时间产业红利,然后现有的市场周期优势可能会逆转。</b></p><p>两天前,马斯克曾公开称赞了美光的定价策略,同时批评韩国厂商要价过高。</p><p>虽然并未点名具体公司,但外界普遍认为他指的就是<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>、SK海力士。</p><p>据摩根大通的一份报告预测,全球内存短缺将持续到2028年,HBM市场预计将从2026年的640亿美元增长到2028年的2800亿美元。</p><p><b>此前,国内存储厂商长鑫存储的芯片进展已经震动市场。</b></p><p>受此影响,(本周一)美光、SK海力士与闪迪的市值一天之内合计蒸发超过了1000亿美元。</p><p>马斯克曾指出,一旦中国掌握某种产品的制造工艺,其规模化能力将远超世界其他地区。</p><p>他认为,内存芯片可能遵循类似轨迹。如果中国厂商能够迅速解决制造和良率挑战,传统RAM市场的竞争格局可能发生更大变化。</p><h3></h3><h3><b><font color=\"#3daad6\">韩国紧急“救市”</font></b></h3><p>科技股的腥风血雨引爆恐慌,韩国监管紧急开会。</p><p><b>今日下午,韩国金融委员会召开“股市状况紧急检查会议”,警告不要恐慌。</b></p><p>官方发布的声明表示,要求主动采取应对措施,保障市场稳定、保护投资者。</p><p>其敦促金融机构避免过度信贷投放,做好投资者保护与风险管理工作;将严厉处置扰乱市场的行为,必要时准备启动应急预案。<b></b></p><p>与会官员们认为,全球利率上升预期、AI半导体行业投资与盈利前景的不确定性,以及国际油价上涨等因素,导致韩国股市波动加剧。</p><p>不过,从股价下跌速度和资金供需情况来看,市场存在反应过度的现象。</p><p>盛宝银行驻新加坡首席投资策略师查鲁·查纳纳表示,<b>亚洲的抛售潮看起来不像科技基本面的突然恶化,更像是资本成本的重新定价。</b></p><blockquote>“投资者并非质疑人工智能是否存在需求,而是越来越质疑在利率高企、波动剧烈且可能再次走高的情况下,他们应该为这种增长付出怎样的代价。”</blockquote><p>摩根大通驻香港韩国股票策略主管米克索·达斯则指出,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和SK海力士的股票回购计划结束后,市场“正努力寻找新的买家”。</p><blockquote>“我们仍然认为,在未来6到12个月内,所有这些人工智能股票的价格都会比目前的水平高得多。”</blockquote></body></html>","source":"gelonghui_highlight","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>马斯克“补刀”,韩股海啸!紧急救市来了</title>\n<style 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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马斯克“补刀”,韩股海啸!紧急救市来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-15 17:07 北京时间 <a href=https://www.gelonghui.com/p/7011444><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚太科技遭遇超级“黑色星期四”,韩股尤为惨烈。今天,韩国KOSPI指数盘中一度狂泻超9%,触发市场熔断机制,为今年以来第十次熔断。最终收跌超7%,创下自7月28日以来最大单日跌幅。相较6月份高点,KOSPI指数现已回撤超40%。韩国“存储双雄”大崩盘。其中,三星电子收跌约9%,创7月以来新低,且较6月高点回撤近44%;SK海力士收跌约11%,创今年4月以来新低,且较6月份高点回撤57%。恐慌,加剧...</p>\n\n<a href=\"https://www.gelonghui.com/p/7011444\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/1e161-ce7b0f04-732f-4f0c-9576-9714c9657e00.jpg?guru_height=718&guru_width=1280&guru_size=146961","relate_stocks":{"ARTY":"ISHARES FUTURE AI & TECH ETF","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSYY":"收益增强TSLA ETF-GraniteShares","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","CHAT":"ROUNDHILL GENERATIVE AI & 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2028”他的此番言论直接回应了韩国一家财经专栏关于内存供应过剩风险的警告,暗示韩国半导体行业只有2-3年的转型窗口期。据悉,该专栏文章警告称,随着中国新增产能的投产,韩国到2029年可能面临内存供应过剩的局面。韩国只剩2至3年时间产业红利,然后现有的市场周期优势可能会逆转。两天前,马斯克曾公开称赞了美光的定价策略,同时批评韩国厂商要价过高。虽然并未点名具体公司,但外界普遍认为他指的就是三星电子、SK海力士。据摩根大通的一份报告预测,全球内存短缺将持续到2028年,HBM市场预计将从2026年的640亿美元增长到2028年的2800亿美元。此前,国内存储厂商长鑫存储的芯片进展已经震动市场。受此影响,(本周一)美光、SK海力士与闪迪的市值一天之内合计蒸发超过了1000亿美元。马斯克曾指出,一旦中国掌握某种产品的制造工艺,其规模化能力将远超世界其他地区。他认为,内存芯片可能遵循类似轨迹。如果中国厂商能够迅速解决制造和良率挑战,传统RAM市场的竞争格局可能发生更大变化。韩国紧急“救市”科技股的腥风血雨引爆恐慌,韩国监管紧急开会。今日下午,韩国金融委员会召开“股市状况紧急检查会议”,警告不要恐慌。官方发布的声明表示,要求主动采取应对措施,保障市场稳定、保护投资者。其敦促金融机构避免过度信贷投放,做好投资者保护与风险管理工作;将严厉处置扰乱市场的行为,必要时准备启动应急预案。与会官员们认为,全球利率上升预期、AI半导体行业投资与盈利前景的不确定性,以及国际油价上涨等因素,导致韩国股市波动加剧。不过,从股价下跌速度和资金供需情况来看,市场存在反应过度的现象。盛宝银行驻新加坡首席投资策略师查鲁·查纳纳表示,亚洲的抛售潮看起来不像科技基本面的突然恶化,更像是资本成本的重新定价。“投资者并非质疑人工智能是否存在需求,而是越来越质疑在利率高企、波动剧烈且可能再次走高的情况下,他们应该为这种增长付出怎样的代价。”摩根大通驻香港韩国股票策略主管米克索·达斯则指出,三星和SK海力士的股票回购计划结束后,市场“正努力寻找新的买家”。“我们仍然认为,在未来6到12个月内,所有这些人工智能股票的价格都会比目前的水平高得多。”","news_type":1,"symbols_score_info":{"09366":0.6,"07766":0.6,"TSLI":0.6,"FTXL":0.6,"ELOL":0.6,"TSLQ":0.6,"TSLL":0.6,"TSLW":0.6,"MUZ":0.6,"AIFD":0.6,"TESL":0.6,"SOXX":0.6,"TSII":0.6,"FDRV":0.6,"XNTK":0.6,"ARTY":0.6,"MUG":0.6,"SMH":0.6,"07366":0.6,"TSLA":1.99,"BAI":0.6,"DISK":0.6,"PSI":0.6,"RULE":0.6,"TSLG":0.6,"TSL":0.6,"TSLY":0.6,"TSYY":0.6,"FXL":0.6,"CGGO":0.6,"TRFK":0.6,"SHOC":0.6,"TTXU":0.6,"IXN":0.6,"STSLAmain":0.6,"MIC":0.6,"MUU":0.6,"CHPS":0.6,"TSLT":0.6,"EGGY":0.6,"MUD":0.6,"FTEC":0.6,"09766":0.6,"TESC":0.6,"WANT":0.6,"WATS":0.6,"TSLS":0.6,"CRSH":0.6,"IDRV":0.6,"JGRO":0.6,"FAI":0.6,"LEGR":0.6,"FDTX":0.6,"WLDR":0.6,"SMOG":0.6,"USXF":0.6,"AIS":0.6,"HBMX":0.6,"IETC":0.6,"EFIV":0.6,"SMU00main":0.6,"AIQ":0.6,"MU":1.9,"TSDD":0.6,"SOXQ":0.6,"TSLP":0.6,"DRMY":0.6,"LIT":0.6,"TSLZ":0.6,"TEST":0.6,"WUGI":0.6,"TLA":0.6,"CHPX":0.6,"MUYY":0.6,"XLK":0.6,"MULL":0.6,"EMSF":0.6,"TSLR":0.6,"VGT":0.6,"BOBP":0.6,"PTF":0.6,"CHAT":0.6,"TSLO":0.6}},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618016717301008,"gmtCreate":1791902252369,"gmtModify":1791902254568,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a 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你不是外行,但你人品太恶心,从叫着出租算力开始[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618016717301008","isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615541459162504,"gmtCreate":1791297942333,"gmtModify":1791297944766,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"只要减持就是这个说法,能不能看看减持了多少,看看减持比例行吗,100股里面减持1股和减持99股意义一样嘛,最烦这种事情带来股价下跌","listText":"只要减持就是这个说法,能不能看看减持了多少,看看减持比例行吗,100股里面减持1股和减持99股意义一样嘛,最烦这种事情带来股价下跌","text":"只要减持就是这个说法,能不能看看减持了多少,看看减持比例行吗,100股里面减持1股和减持99股意义一样嘛,最烦这种事情带来股价下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615541459162504","repostId":"1150122505","repostType":2,"repost":{"id":"1150122505","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1790978502,"share":"https://www.laohunote.com/m/news/1150122505?lang=zh_CN&edition=full","pubTime":"2026-10-03 06:01","market":"us","language":"zh","title":"Rocket Lab Corp的CFO Adam Spice减持140157股","url":"https://stock-news.laohu8.com/highlight/detail?id=1150122505","media":"公告助手","summary":"Rocket Lab Corp的首席财务官Adam Spice于10月1日行使了140,157份股票期权,随后在同一天出售了这些股票。出售包括39,669股,85,288股,和15,200股,出售价格范围在70.2827美元至71.7862美元之间。作为公司高管的密集减持,这可能预示着管理层对公司当前估值的保留立场,投资者需密切留意。","content":"Rocket Lab Corp的首席财务官Adam Spice于10月1日行使了140,157份股票期权,随后在同一天出售了这些股票。出售包括39,669股,85,288股,和15,200股,出售价格范围在70.2827美元至71.7862美元之间。作为公司高管的密集减持,这可能预示着管理层对公司当前估值的保留立场,投资者需密切留意。","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>Rocket Lab Corp的CFO Adam Spice减持140157股</title>\n<style 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Spice于10月1日行使了140,157份股票期权,随后在同一天出售了这些股票。出售包括39,669股,85,288股,和15,200股,出售价格范围在70.2827美元至71.7862美元之间。作为公司高管的密集减持,这可能预示着管理层对公司当前估值的保留立场,投资者需密切留意。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKLB":"Rocket Lab USA, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150122505","content_text":"Rocket Lab Corp的首席财务官Adam Spice于10月1日行使了140,157份股票期权,随后在同一天出售了这些股票。出售包括39,669股,85,288股,和15,200股,出售价格范围在70.2827美元至71.7862美元之间。作为公司高管的密集减持,这可能预示着管理层对公司当前估值的保留立场,投资者需密切留意。","news_type":1,"symbols_score_info":{"RKLB":1}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":628170552529128,"gmtCreate":1794390709307,"gmtModify":1794390711373,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 怎么老感觉你是跟着大a走呢","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 怎么老感觉你是跟着大a走呢","text":"$闪迪(SNDK)$ 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什么联盟[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/555660390086352","isVote":1,"tweetType":1,"viewCount":4447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494288746824231","authorId":"3494288746824231","name":"一人走夜路","avatar":"https://static.tigerbbs.com/45278a31be91ee59d5713ad2aae51b36","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494288746824231","idStr":"3494288746824231"},"content":"万亿火箭兵大佬的圈在哪。。。感谢","text":"万亿火箭兵大佬的圈在哪。。。感谢","html":"万亿火箭兵大佬的圈在哪。。。感谢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578005675086912,"gmtCreate":1782138149747,"gmtModify":1782139766409,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a 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