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08-14 16:56

这也能暴雷！！！

SK海力士因可交换债换股及股价上涨确认3.98万亿韩元损失

08-14 16:54

$南方两倍做多海力士(07709)$ md，都不想跟你提闪迪，你不配！！！

08-14 09:18

$南方两倍做多海力士(07709)$ 买哪个不好，买了你

08-13 22:49

$南方两倍做多海力士(07709)$ 正骨一个劲涨，你一个劲拖后腿

08-12

$闪迪(SNDK)$ 从技术上看，真的很不行啊

08-06

$南方两倍做多海力士(07709)$ 涨不到正股2被，下跌是正股六七倍！！！

08-06

$南方两倍做多海力士(07709)$ 还得是你，一夜回到解放前

08-05

$南方两倍做多海力士(07709)$ 这么lj，还没正股涨的多

08-04

$南方两倍做多海力士(07709)$ 看看闪迪，再看看你

07-31

$南方两倍做多海力士(07709)$ 啥意思？才 14 个点？

07-20

$SpaceX(SPCX)$ 分钱不赚，圈走十万亿，赶紧归零

07-17

$SpaceX(SPCX)$ 赶紧归零，害人精

07-03

那是它自己进展慢了，关行业啥事

Meta算力过剩疑云背后：扎克伯格说AI进展慢了，AI负责人新模型说已追上GPT-5.5

07-03

$美光科技(MU)$ 可笑可笑，财报炸裂，股价崩盘

06-29

有没有拿着刀架你脖子上让你买？

三星、SK海力士、美光在美遭集体诉讼，涉嫌操纵内存价格

06-25

$SpaceX(SPCX)$ 害人精，害大盘分钱不赚的公司，靠吹泡泡就吸走几万亿，赶紧砸归零

06-25

这些预期次次都错，预期来干嘛

财报炸裂，华尔街密集上调美光目标价！

06-25

$美光科技(MU)$ 能高开高走吗

06-25

$美光科技(MU)$ 爆炸了

06-12

$SpaceX(SPCX)$ 也发个帖纪念一下，未来人类最伟大的企业！

去老虎APP查看更多动态

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href=https://wallstreetcn.com/livenews/3149629><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据监管文件，SK海力士在2026年上半年确认与2023年4月发行的可交换债券相关的衍生品交易损失3.98万亿韩元。该损失源于相关债券持有人行使换股权，以及SK海力士在韩国上市股票价格上涨。SK海力士表示，上述会计损失不会导致实际现金流出；同时，当可交换债券转换为股份时确认的库存股处置收益，已基本抵消相关损失。该公司表示，上半年所有可交换债券均已完成换股，因此截至期末已不存在与该批可交换债券相关的...</p>\n\n<a href=\"https://wallstreetcn.com/livenews/3149629\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cfb8c611e56155b73c96f039a204f888","relate_stocks":{"SKUU":"2倍做多海力士ETF-GraniteShares","SKDD":"2倍做空海力士ETF-GraniteShares","HYNX":"2倍做多海力士ETF-T-REX","SKHU":"2倍做多海力士-ProShares","07709":"南方两倍做多海力士","SKHA":"Tradr 2X Long SK hynix Daily ETF","SKHY":"SK海力士","SK":"2倍做多海力士ETF-Corgi","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHX":"2倍做多海力士ETF-Leverage 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买哪个不好，买了你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/596590845760216","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"80692374579003","authorId":"80692374579003","name":"BruceWWang","avatar":"https://static.laohu8.com/tiger_upload_file_1456891706.png","crmLevel":7,"crmLevelSwitch":0,"idStr":"80692374579003","authorIdStr":"80692374579003"},"content":"看不懂了，正股涨这么多","text":"看不懂了，正股涨这么多","html":"看不懂了，正股涨这么多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596436699620384,"gmtCreate":1786632592474,"gmtModify":1786632594342,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a 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从技术上看，真的很不行啊","text":"$闪迪(SNDK)$ 从技术上看，真的很不行啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/595745932477760","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593765553939240,"gmtCreate":1785978978085,"gmtModify":1785978979974,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 涨不到正股2被，下跌是正股六七倍！！！","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 涨不到正股2被，下跌是正股六七倍！！！","text":"$南方两倍做多海力士(07709)$ 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你都觉得不对了，还不跑？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593761839052032,"gmtCreate":1785978145094,"gmtModify":1785978147249,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 还得是你，一夜回到解放前","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 还得是你，一夜回到解放前","text":"$南方两倍做多海力士(07709)$ 还得是你，一夜回到解放前","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593761839052032","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593419170514056,"gmtCreate":1785892281415,"gmtModify":1785895344708,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 这么lj，还没正股涨的多","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 这么lj，还没正股涨的多","text":"$南方两倍做多海力士(07709)$ 这么lj，还没正股涨的多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/593419170514056","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593266802937920,"gmtCreate":1785855081283,"gmtModify":1785855083183,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 看看闪迪，再看看你","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 看看闪迪，再看看你","text":"$南方两倍做多海力士(07709)$ 看看闪迪，再看看你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593266802937920","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591592092628280,"gmtCreate":1785459798160,"gmtModify":1785459800267,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 啥意思？才 14 个点？","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 啥意思？才 14 个点？","text":"$南方两倍做多海力士(07709)$ 啥意思？才 14 个点？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/591592092628280","isVote":1,"tweetType":1,"viewCount":4237,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468883878474216","authorId":"3468883878474216","name":"枫飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3468883878474216","authorIdStr":"3468883878474216"},"content":"什么情况 才这么点？跌起来尼玛的比谁都狠 你怎么计算的啊","text":"什么情况 才这么点？跌起来尼玛的比谁都狠 你怎么计算的啊","html":"什么情况 才这么点？跌起来尼玛的比谁都狠 你怎么计算的啊"},{"author":{"id":"3473048804864720","authorId":"3473048804864720","name":"可乐向前冲","avatar":"https://static.tigerbbs.com/13c082ebb0c2d18c76011a347a6f5bec","crmLevel":8,"crmLevelSwitch":0,"idStr":"3473048804864720","authorIdStr":"3473048804864720"},"content":"麻了，还没正股涨的多吧？","text":"麻了，还没正股涨的多吧？","html":"麻了，还没正股涨的多吧？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587903323559288,"gmtCreate":1784562591705,"gmtModify":1784562593709,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 分钱不赚，圈走十万亿，赶紧归零","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 分钱不赚，圈走十万亿，赶紧归零","text":"$SpaceX(SPCX)$ 分钱不赚，圈走十万亿，赶紧归零","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587903323559288","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586620660376248,"gmtCreate":1784249364432,"gmtModify":1784249366464,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 赶紧归零，害人精","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 赶紧归零，害人精","text":"$SpaceX(SPCX)$ 赶紧归零，害人精","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586620660376248","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581795980112096,"gmtCreate":1783070133932,"gmtModify":1783070136081,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"那是它自己进展慢了，关行业啥事","listText":"那是它自己进展慢了，关行业啥事","text":"那是它自己进展慢了，关行业啥事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581795980112096","repostId":"2648550156","repostType":2,"repost":{"id":"2648550156","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1783064765,"share":"https://www.laohunote.com/m/news/2648550156?lang=zh_CN&edition=full","pubTime":"2026-07-03 15:46","market":"us","language":"zh","title":"Meta算力过剩疑云背后：扎克伯格说AI进展慢了，AI负责人新模型说已追上GPT-5.5","url":"https://stock-news.laohu8.com/highlight/detail?id=2648550156","media":"华尔街见闻","summary":"Meta同一场内部员工大会上出现两个声音：扎克伯格承认AI智能体过去四个月进展慢于预期，AI负责人Alexandr Wang则透露，代号“西瓜”的新模型已在基准测试上追上OpenAI的GPT-5.5，且算力投入比上一代高出一个数量级。Meta算力到底过没过剩？争议还在继续。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/META\">Meta</a>一句“卖算力”的消息持续令AI硬件板块重挫，这两天市场关于Meta“算力过剩”的讨论不绝于耳。</p><p style=\"text-align: left;\">7月3日，Meta一场内部员工大会召开。路透社拿到了CEO扎克伯格的讲话录音，克伯格在周四的内部全员会议上坦承，<strong>公司今年推行的大规模重组“尚未结出果实”，AI智能体技术的发展轨迹在过去至少四个月里“并未如预期般加速”。</strong></p><p style=\"text-align: left;\"><strong>这难道坐实了Meta“算力过剩”？</strong>于是有小作文开始流传称：这就是Meta“卖算力”的背后原因。</p><p style=\"text-align: left;\">然而，在这同一场会议上，Meta超级智能负责人Alexandr Wang却向员工传递了截然相反的乐观信号——<strong>Meta即将推出的新模型代号“Watermelon（西瓜）”已在基准测试上追上OpenAI的旗舰模型GPT-5.5。</strong></p><p style=\"text-align: left;\">与此同时，行业研究机构普遍呼吁保持冷静。研究机构SemiAnalysis在7月3日的报告中认为，对外租赁算力并不等同于行业拐点或算力过剩，Meta未来的数据中心和算力采购非但不会放缓，反而将进一步加速。</p><p style=\"text-align: left;\">信息纷繁复杂，哪些是杂音，哪些是真正的内幕，市场仍然无从得知。</p><h2 style=\"text-align: left;\">扎克伯格罕见承认：进展比预期慢，重组节奏出现误判</h2><p style=\"text-align: left;\">据路透社听到的一段录音，扎克伯格在7月3日的内部员工大会上罕见地作出了自我批评。</p><p style=\"text-align: left;\"><strong>他说：&#34;回过头来看，至少在过去四个月里，AI智能体的发展轨迹并没有按照我们预期的方式加速。&#34;</strong>他补充道，公司对新架构的布局&#34;目前也暂未见成效&#34;。</p><p style=\"text-align: left;\">他所说的&#34;新架构&#34;，指的是Meta今年5月推行的大规模重组——裁减约10%的全球员工，将约7000名员工转岗至AI相关团队。这场重组的前提假设，是AI智能体工具将快速成熟，从而帮助公司提升效率。</p><p style=\"text-align: left;\">扎克伯格说，今年一二月筹划重组时，公司核心管理层&#34;非常担心我们的调整步伐跟不上行业节奏&#34;，当时大家对Anthropic的Claude Code这类工具&#34;超级乐观&#34;。</p><p style=\"text-align: left;\">但现实是，智能体技术的落地速度低于预期。他承认，重组执行得不够&#34;干净利落&#34;，高管们在时间节点上出现了误判。</p><p style=\"text-align: left;\">尽管如此，扎克伯格仍告诉员工，他预计&#34;未来三到六个月内&#34;公司将从AI投资中获得&#34;更显著的回报&#34;。</p><h2 style=\"text-align: left;\">Alexandr Wang：下一代模型已追平GPT-5.5</h2><p style=\"text-align: left;\">据两名知情人士向Business Insider透露，Alexandr Wang在大会上表示，Meta下一代模型——代号&#34;Watermelon&#34;——在AI基准测试上已经追上了OpenAI的旗舰模型GPT-5.5。</p><p style=\"text-align: left;\">他在大会上说：&#34;Watermelon是我们继Avocado之后的下一款模型，目前正在训练中。&#34;&#34;Watermelon所使用的算力，比Avocado高出了一个数量级。&#34;</p><p style=\"text-align: left;\">这里需要理清几个代号的关系：Avocado是Meta内部对&#34;Muse Spark&#34;的代号——Muse Spark是Meta今年4月发布的一系列模型中的第一款，在基准测试中表现不错，但普遍被认为尚未达到OpenAI或Anthropic的顶级水平。Watermelon则是Avocado之后的下一代。</p><p style=\"text-align: left;\">GPT-5.5是OpenAI今年4月发布的模型。值得注意的是，OpenAI上个月底又推出了更新一代的GPT-5.6，但尚未对外全面开放。也就是说，如果Alexandr Wang的说法属实，Meta追上的是OpenAI的次新旗舰，而非最新旗舰。</p><p style=\"text-align: left;\">Alexandr Wang也在X平台上公开发文，暗示了相关进展：他表示Muse Spark的更新版即将推出，将在编程和智能体能力上有&#34;重大提升&#34;。有用户问到何时能有对标Anthropic Claude Opus水平的编程模型，他回应称&#34;很快&#34;，并称用户会喜欢公司&#34;正在烹饪的东西&#34;。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/284be6d195e5ea82f170921d75ab1bf5\" data-align=\"center\" tg-width=\"1012\" tg-height=\"1200\"/><span></span></p><p style=\"text-align: left;\">Meta目前的AI战略目标直指OpenAI和Anthropic等行业前沿。值得注意的是，OpenAI在上个月底已推出了更强大的GPT-5.6模型，但由于美国政府的要求，目前尚未公开发布。</p><h2 style=\"text-align: left;\">两个信号，一个背景：算力到底过没过剩？</h2><p style=\"text-align: left;\">这场内部大会发生在一个敏感时间节点。</p><p style=\"text-align: left;\">就在大会前一天，媒体报道Meta正在制定计划，拟推出云基础设施业务，向外部客户出售AI算力和模型访问权限。消息一出，Meta股价单日大涨8.8%，但全球芯片股随即遭遇大面积抛售——市场担忧的是：Meta出售闲置算力，意味着AI芯片需求或已见顶。</p><p style=\"text-align: left;\">扎克伯格随后在大会上承认AI智能体进展慢于预期，相当于部分佐证了&#34;算力利用不足&#34;的悲观解读。Meta股价周四回吐大部分涨幅，收跌4.9%。</p><p style=\"text-align: left;\">费城半导体指数周四跌5.44%，30只成分股全线下跌。光通信概念、存储概念均大幅走低，Roundhill存储ETF（DRAM）跌7.94%。</p><p style=\"text-align: left;\">对于Meta对外出售算力，市场存在两种解读：乐观派认为这是新变现通道，改善现金流；悲观派认为这说明大模型落地不及预期，Meta在&#34;放弃前沿AI&#34;。</p><p style=\"text-align: left;\">但另一面，王晓峰关于Watermelon追上GPT-5.5的表态，以及Meta持续上调的资本开支预算——从此前预计的1150亿至1350亿美元，上调至1250亿至1450亿美元——又显示Meta并未放弃在前沿模型上的竞争。</p><p style=\"text-align: left;\">目前，Meta和OpenAI均未就相关内容作出回应。</p><h2 style=\"text-align: left;\">高薪揽才、巨额投入，Meta押注全面提速</h2><p style=\"text-align: left;\">这两种截然不同的内部评估，均建立在Meta史无前例的资本与人力投入之上。为了在AI竞赛中取得领先，扎克伯格去年任命Alexandr Wang领导更名后的Meta超级智能实验室，并重金招募了名为TBD的精英AI研究团队。此前有报道称，Meta向顶尖AI人才开出了数亿美元的薪酬。</p><p style=\"text-align: left;\">在组织架构上，Meta在今年5月解雇了约10%的全球员工，并将约7000名员工重新分配到专注于AI的团队。这一举措曾引发员工的抵触情绪，并引发了对内部士气的担忧。</p><p style=\"text-align: left;\">在基础设施方面，Meta的支出规模仍在不断膨胀。公司向投资者表示，由于零部件成本上升和数据中心支出增加，预计今年的相关资本支出将达到1250亿美元至1450亿美元，高于此前1150亿美元至1350亿美元的预测。这也构成了大型科技公司超7000亿美元AI技术总支出的重要组成部分。此外，市场预计到2030年将有50万吨的相关需求上线，推动全球铜需求上升。</p><h2 style=\"text-align: left;\">数据安全审查：监控软件转为自愿使用</h2><p style=\"text-align: left;\">在全员会上，除了AI模型的进展，Meta的内部数据管理也成为焦点。据路透社报道，Meta首席技术官Andrew Bosworth通报了针对一款争议性员工鼠标跟踪软件的安全审查结果。</p><p style=\"text-align: left;\">该软件用于跟踪员工的鼠标移动和数字活动以进行AI训练。上个月，由于发生敏感数据暴露的安全事件，Meta暂停了该项目。Andrew Bosworth在会上确认，审查表明没有任何员工数据被包含在AI训练中。</p><p style=\"text-align: left;\">他同时宣布了政策的转变。当Meta在4月份首次在美国员工的电脑上安装该程序时，员工无法选择退出。但Andrew Bosworth表示，一旦审查完成并重新启用该程序，将改为“自愿加入”（opt-in）模式。他强调，对于不愿意参与的员工来说，这不再是一个强制性问题。</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>Meta算力过剩疑云背后：扎克伯格说AI进展慢了，AI负责人新模型说已追上GPT-5.5</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{ 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}\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\">\nMeta算力过剩疑云背后：扎克伯格说AI进展慢了，AI负责人新模型说已追上GPT-5.5\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-03 15:46</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;\"><a href=\"https://laohu8.com/S/META\">Meta</a>一句“卖算力”的消息持续令AI硬件板块重挫，这两天市场关于Meta“算力过剩”的讨论不绝于耳。</p><p style=\"text-align: left;\">7月3日，Meta一场内部员工大会召开。路透社拿到了CEO扎克伯格的讲话录音，克伯格在周四的内部全员会议上坦承，<strong>公司今年推行的大规模重组“尚未结出果实”，AI智能体技术的发展轨迹在过去至少四个月里“并未如预期般加速”。</strong></p><p style=\"text-align: left;\"><strong>这难道坐实了Meta“算力过剩”？</strong>于是有小作文开始流传称：这就是Meta“卖算力”的背后原因。</p><p style=\"text-align: left;\">然而，在这同一场会议上，Meta超级智能负责人Alexandr Wang却向员工传递了截然相反的乐观信号——<strong>Meta即将推出的新模型代号“Watermelon（西瓜）”已在基准测试上追上OpenAI的旗舰模型GPT-5.5。</strong></p><p style=\"text-align: left;\">与此同时，行业研究机构普遍呼吁保持冷静。研究机构SemiAnalysis在7月3日的报告中认为，对外租赁算力并不等同于行业拐点或算力过剩，Meta未来的数据中心和算力采购非但不会放缓，反而将进一步加速。</p><p style=\"text-align: left;\">信息纷繁复杂，哪些是杂音，哪些是真正的内幕，市场仍然无从得知。</p><h2 style=\"text-align: left;\">扎克伯格罕见承认：进展比预期慢，重组节奏出现误判</h2><p style=\"text-align: left;\">据路透社听到的一段录音，扎克伯格在7月3日的内部员工大会上罕见地作出了自我批评。</p><p style=\"text-align: left;\"><strong>他说：&#34;回过头来看，至少在过去四个月里，AI智能体的发展轨迹并没有按照我们预期的方式加速。&#34;</strong>他补充道，公司对新架构的布局&#34;目前也暂未见成效&#34;。</p><p style=\"text-align: left;\">他所说的&#34;新架构&#34;，指的是Meta今年5月推行的大规模重组——裁减约10%的全球员工，将约7000名员工转岗至AI相关团队。这场重组的前提假设，是AI智能体工具将快速成熟，从而帮助公司提升效率。</p><p style=\"text-align: left;\">扎克伯格说，今年一二月筹划重组时，公司核心管理层&#34;非常担心我们的调整步伐跟不上行业节奏&#34;，当时大家对Anthropic的Claude Code这类工具&#34;超级乐观&#34;。</p><p style=\"text-align: left;\">但现实是，智能体技术的落地速度低于预期。他承认，重组执行得不够&#34;干净利落&#34;，高管们在时间节点上出现了误判。</p><p style=\"text-align: left;\">尽管如此，扎克伯格仍告诉员工，他预计&#34;未来三到六个月内&#34;公司将从AI投资中获得&#34;更显著的回报&#34;。</p><h2 style=\"text-align: left;\">Alexandr Wang：下一代模型已追平GPT-5.5</h2><p style=\"text-align: left;\">据两名知情人士向Business Insider透露，Alexandr Wang在大会上表示，Meta下一代模型——代号&#34;Watermelon&#34;——在AI基准测试上已经追上了OpenAI的旗舰模型GPT-5.5。</p><p style=\"text-align: left;\">他在大会上说：&#34;Watermelon是我们继Avocado之后的下一款模型，目前正在训练中。&#34;&#34;Watermelon所使用的算力，比Avocado高出了一个数量级。&#34;</p><p style=\"text-align: left;\">这里需要理清几个代号的关系：Avocado是Meta内部对&#34;Muse Spark&#34;的代号——Muse Spark是Meta今年4月发布的一系列模型中的第一款，在基准测试中表现不错，但普遍被认为尚未达到OpenAI或Anthropic的顶级水平。Watermelon则是Avocado之后的下一代。</p><p style=\"text-align: left;\">GPT-5.5是OpenAI今年4月发布的模型。值得注意的是，OpenAI上个月底又推出了更新一代的GPT-5.6，但尚未对外全面开放。也就是说，如果Alexandr Wang的说法属实，Meta追上的是OpenAI的次新旗舰，而非最新旗舰。</p><p style=\"text-align: left;\">Alexandr Wang也在X平台上公开发文，暗示了相关进展：他表示Muse Spark的更新版即将推出，将在编程和智能体能力上有&#34;重大提升&#34;。有用户问到何时能有对标Anthropic Claude Opus水平的编程模型，他回应称&#34;很快&#34;，并称用户会喜欢公司&#34;正在烹饪的东西&#34;。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/284be6d195e5ea82f170921d75ab1bf5\" data-align=\"center\" tg-width=\"1012\" tg-height=\"1200\"/><span></span></p><p style=\"text-align: left;\">Meta目前的AI战略目标直指OpenAI和Anthropic等行业前沿。值得注意的是，OpenAI在上个月底已推出了更强大的GPT-5.6模型，但由于美国政府的要求，目前尚未公开发布。</p><h2 style=\"text-align: left;\">两个信号，一个背景：算力到底过没过剩？</h2><p style=\"text-align: left;\">这场内部大会发生在一个敏感时间节点。</p><p style=\"text-align: left;\">就在大会前一天，媒体报道Meta正在制定计划，拟推出云基础设施业务，向外部客户出售AI算力和模型访问权限。消息一出，Meta股价单日大涨8.8%，但全球芯片股随即遭遇大面积抛售——市场担忧的是：Meta出售闲置算力，意味着AI芯片需求或已见顶。</p><p style=\"text-align: left;\">扎克伯格随后在大会上承认AI智能体进展慢于预期，相当于部分佐证了&#34;算力利用不足&#34;的悲观解读。Meta股价周四回吐大部分涨幅，收跌4.9%。</p><p style=\"text-align: left;\">费城半导体指数周四跌5.44%，30只成分股全线下跌。光通信概念、存储概念均大幅走低，Roundhill存储ETF（DRAM）跌7.94%。</p><p style=\"text-align: left;\">对于Meta对外出售算力，市场存在两种解读：乐观派认为这是新变现通道，改善现金流；悲观派认为这说明大模型落地不及预期，Meta在&#34;放弃前沿AI&#34;。</p><p style=\"text-align: left;\">但另一面，王晓峰关于Watermelon追上GPT-5.5的表态，以及Meta持续上调的资本开支预算——从此前预计的1150亿至1350亿美元，上调至1250亿至1450亿美元——又显示Meta并未放弃在前沿模型上的竞争。</p><p style=\"text-align: left;\">目前，Meta和OpenAI均未就相关内容作出回应。</p><h2 style=\"text-align: left;\">高薪揽才、巨额投入，Meta押注全面提速</h2><p style=\"text-align: left;\">这两种截然不同的内部评估，均建立在Meta史无前例的资本与人力投入之上。为了在AI竞赛中取得领先，扎克伯格去年任命Alexandr Wang领导更名后的Meta超级智能实验室，并重金招募了名为TBD的精英AI研究团队。此前有报道称，Meta向顶尖AI人才开出了数亿美元的薪酬。</p><p style=\"text-align: left;\">在组织架构上，Meta在今年5月解雇了约10%的全球员工，并将约7000名员工重新分配到专注于AI的团队。这一举措曾引发员工的抵触情绪，并引发了对内部士气的担忧。</p><p style=\"text-align: left;\">在基础设施方面，Meta的支出规模仍在不断膨胀。公司向投资者表示，由于零部件成本上升和数据中心支出增加，预计今年的相关资本支出将达到1250亿美元至1450亿美元，高于此前1150亿美元至1350亿美元的预测。这也构成了大型科技公司超7000亿美元AI技术总支出的重要组成部分。此外，市场预计到2030年将有50万吨的相关需求上线，推动全球铜需求上升。</p><h2 style=\"text-align: left;\">数据安全审查：监控软件转为自愿使用</h2><p style=\"text-align: left;\">在全员会上，除了AI模型的进展，Meta的内部数据管理也成为焦点。据路透社报道，Meta首席技术官Andrew Bosworth通报了针对一款争议性员工鼠标跟踪软件的安全审查结果。</p><p style=\"text-align: left;\">该软件用于跟踪员工的鼠标移动和数字活动以进行AI训练。上个月，由于发生敏感数据暴露的安全事件，Meta暂停了该项目。Andrew Bosworth在会上确认，审查表明没有任何员工数据被包含在AI训练中。</p><p style=\"text-align: left;\">他同时宣布了政策的转变。当Meta在4月份首次在美国员工的电脑上安装该程序时，员工无法选择退出。但Andrew Bosworth表示，一旦审查完成并重新启用该程序，将改为“自愿加入”（opt-in）模式。他强调，对于不愿意参与的员工来说，这不再是一个强制性问题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/810181a67265cdc57324d44a8abe2f1d","relate_stocks":{"NVDA":"英伟达","META":"Meta Platforms, Inc.","AAPL":"苹果","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","BK7510":"REITs概念","BK7087":"多样化房地产投资信托v","MAGY":"Roundhill Magnificent Seven Covered Call ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","TSLA":"特斯拉","AIPO":"Defiance AI and Power Infrastructure ETF","MSFT":"微软","GPT.AU":"GPT GROUP","GPT":"Intelligent alpha atlas ETF","AGIX":"通用人工智能 ETF-AGIX","GOOG":"谷歌","SOCL":"社交媒体ETF-Global X","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF"},"source_url":"https://wallstreetcn.com/articles/3776134","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648550156","content_text":"Meta一句“卖算力”的消息持续令AI硬件板块重挫，这两天市场关于Meta“算力过剩”的讨论不绝于耳。7月3日，Meta一场内部员工大会召开。路透社拿到了CEO扎克伯格的讲话录音，克伯格在周四的内部全员会议上坦承，公司今年推行的大规模重组“尚未结出果实”，AI智能体技术的发展轨迹在过去至少四个月里“并未如预期般加速”。这难道坐实了Meta“算力过剩”？于是有小作文开始流传称：这就是Meta“卖算力”的背后原因。然而，在这同一场会议上，Meta超级智能负责人Alexandr Wang却向员工传递了截然相反的乐观信号——Meta即将推出的新模型代号“Watermelon（西瓜）”已在基准测试上追上OpenAI的旗舰模型GPT-5.5。与此同时，行业研究机构普遍呼吁保持冷静。研究机构SemiAnalysis在7月3日的报告中认为，对外租赁算力并不等同于行业拐点或算力过剩，Meta未来的数据中心和算力采购非但不会放缓，反而将进一步加速。信息纷繁复杂，哪些是杂音，哪些是真正的内幕，市场仍然无从得知。扎克伯格罕见承认：进展比预期慢，重组节奏出现误判据路透社听到的一段录音，扎克伯格在7月3日的内部员工大会上罕见地作出了自我批评。他说：\"回过头来看，至少在过去四个月里，AI智能体的发展轨迹并没有按照我们预期的方式加速。\"他补充道，公司对新架构的布局\"目前也暂未见成效\"。他所说的\"新架构\"，指的是Meta今年5月推行的大规模重组——裁减约10%的全球员工，将约7000名员工转岗至AI相关团队。这场重组的前提假设，是AI智能体工具将快速成熟，从而帮助公司提升效率。扎克伯格说，今年一二月筹划重组时，公司核心管理层\"非常担心我们的调整步伐跟不上行业节奏\"，当时大家对Anthropic的Claude Code这类工具\"超级乐观\"。但现实是，智能体技术的落地速度低于预期。他承认，重组执行得不够\"干净利落\"，高管们在时间节点上出现了误判。尽管如此，扎克伯格仍告诉员工，他预计\"未来三到六个月内\"公司将从AI投资中获得\"更显著的回报\"。Alexandr Wang：下一代模型已追平GPT-5.5据两名知情人士向Business Insider透露，Alexandr Wang在大会上表示，Meta下一代模型——代号\"Watermelon\"——在AI基准测试上已经追上了OpenAI的旗舰模型GPT-5.5。他在大会上说：\"Watermelon是我们继Avocado之后的下一款模型，目前正在训练中。\"\"Watermelon所使用的算力，比Avocado高出了一个数量级。\"这里需要理清几个代号的关系：Avocado是Meta内部对\"Muse Spark\"的代号——Muse Spark是Meta今年4月发布的一系列模型中的第一款，在基准测试中表现不错，但普遍被认为尚未达到OpenAI或Anthropic的顶级水平。Watermelon则是Avocado之后的下一代。GPT-5.5是OpenAI今年4月发布的模型。值得注意的是，OpenAI上个月底又推出了更新一代的GPT-5.6，但尚未对外全面开放。也就是说，如果Alexandr Wang的说法属实，Meta追上的是OpenAI的次新旗舰，而非最新旗舰。Alexandr Wang也在X平台上公开发文，暗示了相关进展：他表示Muse Spark的更新版即将推出，将在编程和智能体能力上有\"重大提升\"。有用户问到何时能有对标Anthropic Claude Opus水平的编程模型，他回应称\"很快\"，并称用户会喜欢公司\"正在烹饪的东西\"。Meta目前的AI战略目标直指OpenAI和Anthropic等行业前沿。值得注意的是，OpenAI在上个月底已推出了更强大的GPT-5.6模型，但由于美国政府的要求，目前尚未公开发布。两个信号，一个背景：算力到底过没过剩？这场内部大会发生在一个敏感时间节点。就在大会前一天，媒体报道Meta正在制定计划，拟推出云基础设施业务，向外部客户出售AI算力和模型访问权限。消息一出，Meta股价单日大涨8.8%，但全球芯片股随即遭遇大面积抛售——市场担忧的是：Meta出售闲置算力，意味着AI芯片需求或已见顶。扎克伯格随后在大会上承认AI智能体进展慢于预期，相当于部分佐证了\"算力利用不足\"的悲观解读。Meta股价周四回吐大部分涨幅，收跌4.9%。费城半导体指数周四跌5.44%，30只成分股全线下跌。光通信概念、存储概念均大幅走低，Roundhill存储ETF（DRAM）跌7.94%。对于Meta对外出售算力，市场存在两种解读：乐观派认为这是新变现通道，改善现金流；悲观派认为这说明大模型落地不及预期，Meta在\"放弃前沿AI\"。但另一面，王晓峰关于Watermelon追上GPT-5.5的表态，以及Meta持续上调的资本开支预算——从此前预计的1150亿至1350亿美元，上调至1250亿至1450亿美元——又显示Meta并未放弃在前沿模型上的竞争。目前，Meta和OpenAI均未就相关内容作出回应。高薪揽才、巨额投入，Meta押注全面提速这两种截然不同的内部评估，均建立在Meta史无前例的资本与人力投入之上。为了在AI竞赛中取得领先，扎克伯格去年任命Alexandr Wang领导更名后的Meta超级智能实验室，并重金招募了名为TBD的精英AI研究团队。此前有报道称，Meta向顶尖AI人才开出了数亿美元的薪酬。在组织架构上，Meta在今年5月解雇了约10%的全球员工，并将约7000名员工重新分配到专注于AI的团队。这一举措曾引发员工的抵触情绪，并引发了对内部士气的担忧。在基础设施方面，Meta的支出规模仍在不断膨胀。公司向投资者表示，由于零部件成本上升和数据中心支出增加，预计今年的相关资本支出将达到1250亿美元至1450亿美元，高于此前1150亿美元至1350亿美元的预测。这也构成了大型科技公司超7000亿美元AI技术总支出的重要组成部分。此外，市场预计到2030年将有50万吨的相关需求上线，推动全球铜需求上升。数据安全审查：监控软件转为自愿使用在全员会上，除了AI模型的进展，Meta的内部数据管理也成为焦点。据路透社报道，Meta首席技术官Andrew Bosworth通报了针对一款争议性员工鼠标跟踪软件的安全审查结果。该软件用于跟踪员工的鼠标移动和数字活动以进行AI训练。上个月，由于发生敏感数据暴露的安全事件，Meta暂停了该项目。Andrew Bosworth在会上确认，审查表明没有任何员工数据被包含在AI训练中。他同时宣布了政策的转变。当Meta在4月份首次在美国员工的电脑上安装该程序时，员工无法选择退出。但Andrew Bosworth表示，一旦审查完成并重新启用该程序，将改为“自愿加入”（opt-in）模式。他强调，对于不愿意参与的员工来说，这不再是一个强制性问题。","news_type":1,"symbols_score_info":{"CHAT":1.5,"MAGY":1.5,"AIPO":1.5,"META":0.6,"AAPL":0.6,"ARTY":1.5,"MSFT":0.6,"TSLA":0.6,"AGIX":1.5,"BULZ":1.5,"GPT.AU":1.5,"GOOG":0.6,"GPT":1.5,"SOCL":1.5,"YMAG":1.5,"NVDA":0.6}},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581543565541416,"gmtCreate":1783009828092,"gmtModify":1783009830375,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 可笑可笑，财报炸裂，股价崩盘","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 可笑可笑，财报炸裂，股价崩盘","text":"$美光科技(MU)$ 可笑可笑，财报炸裂，股价崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581543565541416","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580460564328480,"gmtCreate":1782744174579,"gmtModify":1782744176544,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"有没有拿着刀架你脖子上让你买？","listText":"有没有拿着刀架你脖子上让你买？","text":"有没有拿着刀架你脖子上让你买？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580460564328480","repostId":"1187092008","repostType":2,"repost":{"id":"1187092008","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":1782737781,"share":"https://www.laohunote.com/m/news/1187092008?lang=zh_CN&edition=full","pubTime":"2026-06-29 20:56","market":"us","language":"zh","title":"三星、SK海力士、美光在美遭集体诉讼，涉嫌操纵内存价格","url":"https://stock-news.laohu8.com/highlight/detail?id=1187092008","media":"老虎资讯综合","summary":"三星电子、SK海力士和美光科技被美国部分消费者起诉，指控其涉嫌合谋操纵内存价格。原告指控，这三家生产全球绝大部分DRAM的企业自2022年起在供应和定价上进行串通，导致过去四年间价格飙升约700%。他们还表示，苹果近期全面上调产品价格是此次诉讼的导火索。若原告最终在集体诉讼中胜诉，被告企业将须支付三倍赔偿。三星电子和SK海力士此前在美国曾因合谋行为被定罪，这一点也令人担忧。","content":"<html><head></head><body><p style=\"text-align: left;\">三星电子、SK海力士和美光科技被美国部分消费者起诉，指控其涉嫌合谋操纵内存价格。随着近期“芯片通胀”加剧——包括苹果产品提价——当地消费者和小企业已采取法律行动。</p><p style=\"text-align: left;\">据美国科技媒体Wccftech及法律刊物LAW360报道，14名个人消费者以及包括个人电脑零售商在内的三家小企业，于本月25日向加利福尼亚州联邦法院提起了诉讼。原告指控，这三家生产全球绝大部分DRAM的企业自2022年起在供应和定价上进行串通，导致过去四年间价格飙升约700%。</p><p style=\"text-align: left;\">原告称，这三家公司以向高带宽内存（HBM）转型为由，减少了DRAM的供应。“这些DRAM寡头企业系统性地协调了向HBM的转移，以及DDR3和DDR4的停产。”他们还表示，苹果近期全面上调产品价格是此次诉讼的导火索。</p><p style=\"text-align: left;\">这起诉讼目前规模尚小，但如果法院认可原告主张并正式批准为集体诉讼，规模可能进一步扩大。代表原告的反垄断律师事务所Bathaee Dunne正争取将此案定性为集体诉讼，以代表所有购买含DRAM产品的普通消费者和企业。该律所此前曾在一起指控谷歌数字广告串通的案件中胜诉。若原告最终在集体诉讼中胜诉，被告企业将须支付三倍赔偿。</p><p style=\"text-align: left;\">三星电子和SK海力士此前在美国曾因合谋行为被定罪，这一点也令人担忧。这两家公司均被认定在21世纪初在美国从事价格操纵，不仅被处以巨额罚款，还导致高管被判入狱。不过，包括投资银行杰富瑞（Jefferies）在内的业内机构预计，该诉讼至少在今年年底前不会影响内存价格。</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>三星、SK海力士、美光在美遭集体诉讼，涉嫌操纵内存价格</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三星、SK海力士、美光在美遭集体诉讼，涉嫌操纵内存价格\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\">2026-06-29 20:56</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;\">三星电子、SK海力士和美光科技被美国部分消费者起诉，指控其涉嫌合谋操纵内存价格。随着近期“芯片通胀”加剧——包括苹果产品提价——当地消费者和小企业已采取法律行动。</p><p style=\"text-align: left;\">据美国科技媒体Wccftech及法律刊物LAW360报道，14名个人消费者以及包括个人电脑零售商在内的三家小企业，于本月25日向加利福尼亚州联邦法院提起了诉讼。原告指控，这三家生产全球绝大部分DRAM的企业自2022年起在供应和定价上进行串通，导致过去四年间价格飙升约700%。</p><p style=\"text-align: left;\">原告称，这三家公司以向高带宽内存（HBM）转型为由，减少了DRAM的供应。“这些DRAM寡头企业系统性地协调了向HBM的转移，以及DDR3和DDR4的停产。”他们还表示，苹果近期全面上调产品价格是此次诉讼的导火索。</p><p style=\"text-align: left;\">这起诉讼目前规模尚小，但如果法院认可原告主张并正式批准为集体诉讼，规模可能进一步扩大。代表原告的反垄断律师事务所Bathaee Dunne正争取将此案定性为集体诉讼，以代表所有购买含DRAM产品的普通消费者和企业。该律所此前曾在一起指控谷歌数字广告串通的案件中胜诉。若原告最终在集体诉讼中胜诉，被告企业将须支付三倍赔偿。</p><p style=\"text-align: left;\">三星电子和SK海力士此前在美国曾因合谋行为被定罪，这一点也令人担忧。这两家公司均被认定在21世纪初在美国从事价格操纵，不仅被处以巨额罚款，还导致高管被判入狱。不过，包括投资银行杰富瑞（Jefferies）在内的业内机构预计，该诉讼至少在今年年底前不会影响内存价格。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","SKHY":"SK海力士","MU":"美光科技","MUD":"1倍做空MU ETF-Direxion","07747":"南方两倍做多三星电子","MUU":"2倍做多MU ETF-Direxion","07709":"南方两倍做多海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187092008","content_text":"三星电子、SK海力士和美光科技被美国部分消费者起诉，指控其涉嫌合谋操纵内存价格。随着近期“芯片通胀”加剧——包括苹果产品提价——当地消费者和小企业已采取法律行动。据美国科技媒体Wccftech及法律刊物LAW360报道，14名个人消费者以及包括个人电脑零售商在内的三家小企业，于本月25日向加利福尼亚州联邦法院提起了诉讼。原告指控，这三家生产全球绝大部分DRAM的企业自2022年起在供应和定价上进行串通，导致过去四年间价格飙升约700%。原告称，这三家公司以向高带宽内存（HBM）转型为由，减少了DRAM的供应。“这些DRAM寡头企业系统性地协调了向HBM的转移，以及DDR3和DDR4的停产。”他们还表示，苹果近期全面上调产品价格是此次诉讼的导火索。这起诉讼目前规模尚小，但如果法院认可原告主张并正式批准为集体诉讼，规模可能进一步扩大。代表原告的反垄断律师事务所Bathaee Dunne正争取将此案定性为集体诉讼，以代表所有购买含DRAM产品的普通消费者和企业。该律所此前曾在一起指控谷歌数字广告串通的案件中胜诉。若原告最终在集体诉讼中胜诉，被告企业将须支付三倍赔偿。三星电子和SK海力士此前在美国曾因合谋行为被定罪，这一点也令人担忧。这两家公司均被认定在21世纪初在美国从事价格操纵，不仅被处以巨额罚款，还导致高管被判入狱。不过，包括投资银行杰富瑞（Jefferies）在内的业内机构预计，该诉讼至少在今年年底前不会影响内存价格。","news_type":1,"symbols_score_info":{"07709":2,"MU":2,"MUD":0.6,"MUU":0.6,"MULL":0.6,"07747":2,"SKHY":1}},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579036538503312,"gmtCreate":1782396423113,"gmtModify":1782396748909,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 害人精，害大盘分钱不赚的公司，靠吹泡泡就吸走几万亿，赶紧砸归零","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 害人精，害大盘分钱不赚的公司，靠吹泡泡就吸走几万亿，赶紧砸归零","text":"$SpaceX(SPCX)$ 害人精，害大盘分钱不赚的公司，靠吹泡泡就吸走几万亿，赶紧砸归零","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579036538503312","isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579032065073184,"gmtCreate":1782395419878,"gmtModify":1782395812245,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"这些预期次次都错，预期来干嘛","listText":"这些预期次次都错，预期来干嘛","text":"这些预期次次都错，预期来干嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579032065073184","repostId":"2646087223","repostType":2,"repost":{"id":"2646087223","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782387032,"share":"https://www.laohunote.com/m/news/2646087223?lang=zh_CN&edition=full","pubTime":"2026-06-25 19:30","market":"sh","language":"zh","title":"财报炸裂，华尔街密集上调美光目标价！","url":"https://stock-news.laohu8.com/highlight/detail?id=2646087223","media":"华尔街见闻","summary":"美银上调目标价至1550美元（原1500美元）；Baird大幅上调至1280美元（原500美元）；DA Davidson上调至2000美元；高盛上调至1100美元（原900美元）。美光当季营收、毛利率、EPS均超预期，NAND营收较预期高近三成，下季度指引再度上修，印证存储涨价周期加速，行业景气度持续强化。","content":"<html><head></head><body><blockquote><p>美银上调目标价至1550美元（原1500美元）；Baird大幅上调至1280美元（原500美元）；DA Davidson上调至2000美元；高盛上调至1100美元（原900美元）。美光当季营收、毛利率、EPS均超预期，NAND营收较预期高近三成，下季度指引再度上修，印证存储涨价周期加速，行业景气度持续强化。</p></blockquote><p style=\"text-align: left;\">美光科技交出本财年迄今最强季报，营收、盈利与毛利率三大核心指标全面大幅超出市场预期，并给出显著高于共识的下季度指引，推动存储行业景气度预期进一步上修。</p><p style=\"text-align: left;\">财报公布后，<strong>华尔街机构随即掀起密集上调目标价潮</strong>。美银证券将目标价从1500美元上调至1550美元，维持“买入”评级；投行Baird将目标价由500美元大幅上调至1280美元；金融机构DA Davidson亦上调至2000美元（华尔街最高目标价），维持“买入”评级；高盛也将目标价从900美元上调至1100美元，维持“中性”评级。</p><p style=\"text-align: left;\">高盛方面进一步指出，在DRAM与NAND价格持续上涨背景下，本季财报验证存储行业仍处加速上行周期。市场后续关注焦点将集中于管理层对16项战略客户协议进展、FY2027资本开支规划，以及传统存储需求结构变化的进一步指引。</p><h2 id=\"id_3667675630\" style=\"text-align: left;\">业绩全面超预期，NAND表现最为突出</h2><p style=\"text-align: left;\">截至2026年5月的第三财季，美光三大核心指标全面显著优于市场预期。</p><p style=\"text-align: left;\">公司实现营收414.56亿美元，同比大幅增长，较华尔街一致预期高出约14%。分业务看，DRAM营收313.28亿美元，整体高于市场预期约11%；<strong>NAND营收99.43亿美元，较预期高出约27.9%，成为本季最大超预期来源。</strong></p><p style=\"text-align: left;\">价格与出货双轮驱动下，DA Davidson指出，NAND比特出货量环比中个位数增长，而平均售价环比涨幅进入“低80%区间”；DRAM平均售价环比涨幅同样达到“低60%区间”，显示存储价格上行趋势显著强化。</p><p style=\"text-align: left;\">盈利端同样大幅超预期。非GAAP每股收益25.11美元，较市场预期高出约19%；毛利率达84.9%，较共识水平高出约240个基点。花旗援引FactSet数据指出（含股权激励口径），<strong>营收、毛利率与EPS同样全面显著领先市场一致预期</strong>。</p><h2 id=\"id_4170032041\" style=\"text-align: left;\">下季度指引再度上修，需求与定价同步走强</h2><p style=\"text-align: left;\">美光对第四财季给出的指引进一步强化行业上行趋势。</p><p style=\"text-align: left;\">公司预计营收区间490亿至510亿美元，中值500亿美元，较市场共识高出约14%，对应环比增长约20%。毛利率指引升至86%，继续高于市场预期约100个基点以上。非GAAP EPS指引30至32美元，中值31美元，同样显著高于市场一致预期约两成。</p><p style=\"text-align: left;\">花旗数据显示，该指引明显高于其自身预估（营收420亿美元、毛利率82%、EPS 24.27美元），也显著领先FactSet一致预期。<strong>高盛指出，更关键的是，本次指引未显示超预期幅度收敛，意味着存储价格上行周期仍在延续。</strong></p><h2 id=\"id_969364391\" style=\"text-align: left;\">战略客户协议锁定长期需求，资本开支同步加速</h2><p style=\"text-align: left;\">需求侧，美光本季度与数据中心、消费电子及汽车领域客户签署16项战略长期协议，平均期限约五年，覆盖约20%的DRAM出货量及三分之一的NAND出货量。</p><p style=\"text-align: left;\">其中多数协议采用“照付不议”（take-or-pay）结构，在现行市场价格基础上设置价格上下限机制。公司披露，相关协议最低价格条款合计对应约1000亿美元潜在收入，并预计将获得约220亿美元现金预付款，用于支持供应链扩张。</p><p style=\"text-align: left;\">与此同时，<strong>公司预计第四财季资本开支将达到100亿美元，用于新增产能建设，并强调存储供需偏紧格局至少将延续至2027年。</strong></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\" 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}\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财报炸裂，华尔街密集上调美光目标价！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-25 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美银上调目标价至1550美元（原1500美元）；Baird大幅上调至1280美元（原500美元）；DA Davidson上调至2000美元；高盛上调至1100美元（原900美元）。美光当季营收、毛利率、EPS均超预期，NAND营收较预期高近三成，下季度指引再度上修，印证存储涨价周期加速，行业景气度持续强化。</p></blockquote><p style=\"text-align: left;\">美光科技交出本财年迄今最强季报，营收、盈利与毛利率三大核心指标全面大幅超出市场预期，并给出显著高于共识的下季度指引，推动存储行业景气度预期进一步上修。</p><p style=\"text-align: left;\">财报公布后，<strong>华尔街机构随即掀起密集上调目标价潮</strong>。美银证券将目标价从1500美元上调至1550美元，维持“买入”评级；投行Baird将目标价由500美元大幅上调至1280美元；金融机构DA Davidson亦上调至2000美元（华尔街最高目标价），维持“买入”评级；高盛也将目标价从900美元上调至1100美元，维持“中性”评级。</p><p style=\"text-align: left;\">高盛方面进一步指出，在DRAM与NAND价格持续上涨背景下，本季财报验证存储行业仍处加速上行周期。市场后续关注焦点将集中于管理层对16项战略客户协议进展、FY2027资本开支规划，以及传统存储需求结构变化的进一步指引。</p><h2 id=\"id_3667675630\" style=\"text-align: left;\">业绩全面超预期，NAND表现最为突出</h2><p style=\"text-align: left;\">截至2026年5月的第三财季，美光三大核心指标全面显著优于市场预期。</p><p style=\"text-align: left;\">公司实现营收414.56亿美元，同比大幅增长，较华尔街一致预期高出约14%。分业务看，DRAM营收313.28亿美元，整体高于市场预期约11%；<strong>NAND营收99.43亿美元，较预期高出约27.9%，成为本季最大超预期来源。</strong></p><p style=\"text-align: left;\">价格与出货双轮驱动下，DA Davidson指出，NAND比特出货量环比中个位数增长，而平均售价环比涨幅进入“低80%区间”；DRAM平均售价环比涨幅同样达到“低60%区间”，显示存储价格上行趋势显著强化。</p><p style=\"text-align: left;\">盈利端同样大幅超预期。非GAAP每股收益25.11美元，较市场预期高出约19%；毛利率达84.9%，较共识水平高出约240个基点。花旗援引FactSet数据指出（含股权激励口径），<strong>营收、毛利率与EPS同样全面显著领先市场一致预期</strong>。</p><h2 id=\"id_4170032041\" style=\"text-align: left;\">下季度指引再度上修，需求与定价同步走强</h2><p style=\"text-align: left;\">美光对第四财季给出的指引进一步强化行业上行趋势。</p><p style=\"text-align: left;\">公司预计营收区间490亿至510亿美元，中值500亿美元，较市场共识高出约14%，对应环比增长约20%。毛利率指引升至86%，继续高于市场预期约100个基点以上。非GAAP EPS指引30至32美元，中值31美元，同样显著高于市场一致预期约两成。</p><p style=\"text-align: left;\">花旗数据显示，该指引明显高于其自身预估（营收420亿美元、毛利率82%、EPS 24.27美元），也显著领先FactSet一致预期。<strong>高盛指出，更关键的是，本次指引未显示超预期幅度收敛，意味着存储价格上行周期仍在延续。</strong></p><h2 id=\"id_969364391\" style=\"text-align: left;\">战略客户协议锁定长期需求，资本开支同步加速</h2><p style=\"text-align: left;\">需求侧，美光本季度与数据中心、消费电子及汽车领域客户签署16项战略长期协议，平均期限约五年，覆盖约20%的DRAM出货量及三分之一的NAND出货量。</p><p style=\"text-align: left;\">其中多数协议采用“照付不议”（take-or-pay）结构，在现行市场价格基础上设置价格上下限机制。公司披露，相关协议最低价格条款合计对应约1000亿美元潜在收入，并预计将获得约220亿美元现金预付款，用于支持供应链扩张。</p><p style=\"text-align: left;\">与此同时，<strong>公司预计第四财季资本开支将达到100亿美元，用于新增产能建设，并强调存储供需偏紧格局至少将延续至2027年。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME 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ETF-Direxion","BK4605":"半导体精选","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4527":"明星科技股","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4575":"芯片概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4579":"人工智能"},"source_url":"https://wallstreetcn.com/articles/3775518","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646087223","content_text":"美银上调目标价至1550美元（原1500美元）；Baird大幅上调至1280美元（原500美元）；DA Davidson上调至2000美元；高盛上调至1100美元（原900美元）。美光当季营收、毛利率、EPS均超预期，NAND营收较预期高近三成，下季度指引再度上修，印证存储涨价周期加速，行业景气度持续强化。美光科技交出本财年迄今最强季报，营收、盈利与毛利率三大核心指标全面大幅超出市场预期，并给出显著高于共识的下季度指引，推动存储行业景气度预期进一步上修。财报公布后，华尔街机构随即掀起密集上调目标价潮。美银证券将目标价从1500美元上调至1550美元，维持“买入”评级；投行Baird将目标价由500美元大幅上调至1280美元；金融机构DA Davidson亦上调至2000美元（华尔街最高目标价），维持“买入”评级；高盛也将目标价从900美元上调至1100美元，维持“中性”评级。高盛方面进一步指出，在DRAM与NAND价格持续上涨背景下，本季财报验证存储行业仍处加速上行周期。市场后续关注焦点将集中于管理层对16项战略客户协议进展、FY2027资本开支规划，以及传统存储需求结构变化的进一步指引。业绩全面超预期，NAND表现最为突出截至2026年5月的第三财季，美光三大核心指标全面显著优于市场预期。公司实现营收414.56亿美元，同比大幅增长，较华尔街一致预期高出约14%。分业务看，DRAM营收313.28亿美元，整体高于市场预期约11%；NAND营收99.43亿美元，较预期高出约27.9%，成为本季最大超预期来源。价格与出货双轮驱动下，DA Davidson指出，NAND比特出货量环比中个位数增长，而平均售价环比涨幅进入“低80%区间”；DRAM平均售价环比涨幅同样达到“低60%区间”，显示存储价格上行趋势显著强化。盈利端同样大幅超预期。非GAAP每股收益25.11美元，较市场预期高出约19%；毛利率达84.9%，较共识水平高出约240个基点。花旗援引FactSet数据指出（含股权激励口径），营收、毛利率与EPS同样全面显著领先市场一致预期。下季度指引再度上修，需求与定价同步走强美光对第四财季给出的指引进一步强化行业上行趋势。公司预计营收区间490亿至510亿美元，中值500亿美元，较市场共识高出约14%，对应环比增长约20%。毛利率指引升至86%，继续高于市场预期约100个基点以上。非GAAP EPS指引30至32美元，中值31美元，同样显著高于市场一致预期约两成。花旗数据显示，该指引明显高于其自身预估（营收420亿美元、毛利率82%、EPS 24.27美元），也显著领先FactSet一致预期。高盛指出，更关键的是，本次指引未显示超预期幅度收敛，意味着存储价格上行周期仍在延续。战略客户协议锁定长期需求，资本开支同步加速需求侧，美光本季度与数据中心、消费电子及汽车领域客户签署16项战略长期协议，平均期限约五年，覆盖约20%的DRAM出货量及三分之一的NAND出货量。其中多数协议采用“照付不议”（take-or-pay）结构，在现行市场价格基础上设置价格上下限机制。公司披露，相关协议最低价格条款合计对应约1000亿美元潜在收入，并预计将获得约220亿美元现金预付款，用于支持供应链扩张。与此同时，公司预计第四财季资本开支将达到100亿美元，用于新增产能建设，并强调存储供需偏紧格局至少将延续至2027年。","news_type":1,"symbols_score_info":{"MUU":0.6,"MULL":0.6,"MU":1.97,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579007407661736,"gmtCreate":1782389321776,"gmtModify":1782392028066,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 能高开高走吗","listText":"<a 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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\">\nSK海力士因可交换债换股及股价上涨确认3.98万亿韩元损失\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-14 16:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/livenews/3149629><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据监管文件，SK海力士在2026年上半年确认与2023年4月发行的可交换债券相关的衍生品交易损失3.98万亿韩元。该损失源于相关债券持有人行使换股权，以及SK海力士在韩国上市股票价格上涨。SK海力士表示，上述会计损失不会导致实际现金流出；同时，当可交换债券转换为股份时确认的库存股处置收益，已基本抵消相关损失。该公司表示，上半年所有可交换债券均已完成换股，因此截至期末已不存在与该批可交换债券相关的...</p>\n\n<a href=\"https://wallstreetcn.com/livenews/3149629\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cfb8c611e56155b73c96f039a204f888","relate_stocks":{"SKUU":"2倍做多海力士ETF-GraniteShares","SKDD":"2倍做空海力士ETF-GraniteShares","HYNX":"2倍做多海力士ETF-T-REX","SKHU":"2倍做多海力士-ProShares","07709":"南方两倍做多海力士","SKHA":"Tradr 2X Long SK hynix Daily ETF","SKHY":"SK海力士","SK":"2倍做多海力士ETF-Corgi","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHX":"2倍做多海力士ETF-Leverage Shares"},"source_url":"https://wallstreetcn.com/livenews/3149629","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175026913","content_text":"根据监管文件，SK海力士在2026年上半年确认与2023年4月发行的可交换债券相关的衍生品交易损失3.98万亿韩元。该损失源于相关债券持有人行使换股权，以及SK海力士在韩国上市股票价格上涨。SK海力士表示，上述会计损失不会导致实际现金流出；同时，当可交换债券转换为股份时确认的库存股处置收益，已基本抵消相关损失。该公司表示，上半年所有可交换债券均已完成换股，因此截至期末已不存在与该批可交换债券相关的衍生品估值损失。","news_type":1,"symbols_score_info":{"SKDD":0.6,"SKHX":0.6,"SKHU":0.6,"07709":0.6,"SKHA":0.6,"HYNX":0.6,"SKUU":0.6,"SKHY":1,"SK":0.6,"SKHZ":0.6}},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}