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abcd123456
01-29
这篇文章不错，转发给大家看看
@价值投资为王:复盘历史，连续暴涨后的黄金走向何方？
abcd123456
01-23
这篇文章不错，转发给大家看看
全球前五大企业级SSD品牌商最新营收排名出炉
去老虎APP查看更多动态
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黄金相关etf同样年涨幅惊人，三倍做多的 <a href=\"https://laohu8.com/S/GDXU\">$MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$</a> 年涨幅已达115.5%；二倍做多的 <a href=\"https://laohu8.com/S/JNUG\">$金矿指数二倍做多ETF(JNUG)$</a> 、 <a href=\"https://laohu8.com/S/NUGT\">$二倍做多黄金矿业指数ETF-Direxion(NUGT)$</a> 年涨幅为71.1%，68.5%； <a href=\"https://laohu8.com/S/GDX\">$黄金矿业ETF-VanEck(GDX)$</a> 年涨幅达到30.8%； <a href=\"https://laohu8.com/S/GLD\">$黄金ETF-SPDR(GLD)$</a> 、 <a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF-iShares(IAU)$</a> 年涨幅分别为24.8%和21.1%。 昨日5300美元的金价已属于强劲上升，但今天走势居然丝毫不见疲软，更是一口气抬升到高达近5600美元。暴涨的背后，是更为动荡的国际局势。 美国时间1月28日，特朗普就伊朗弃核协议发帖道：“美军舰队做好必要时迅速、暴力执行任务的准备。” 他声称：“希望伊朗能尽快'回到谈判桌前'，达成一项公平公正的协议——禁止核武器——这对各方都有利。”同时发出警告：“时间所剩无几，刻不容缓！……下次袭击将更加惨烈！不要让悲剧重演。” 此外，美联储的换届风波也令美联储的独立性受到质疑。在特朗普政府多次对现任主席鲍威尔施压，甚至动用刑事指控后，","listText":"黄金连续九连涨，2026年迄今涨幅近30%。今日金价最高达5595美元，再创历史新高。 黄金相关etf同样年涨幅惊人，三倍做多的 <a href=\"https://laohu8.com/S/GDXU\">$MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$</a> 年涨幅已达115.5%；二倍做多的 <a href=\"https://laohu8.com/S/JNUG\">$金矿指数二倍做多ETF(JNUG)$</a> 、 <a href=\"https://laohu8.com/S/NUGT\">$二倍做多黄金矿业指数ETF-Direxion(NUGT)$</a> 年涨幅为71.1%，68.5%； <a href=\"https://laohu8.com/S/GDX\">$黄金矿业ETF-VanEck(GDX)$</a> 年涨幅达到30.8%； <a href=\"https://laohu8.com/S/GLD\">$黄金ETF-SPDR(GLD)$</a> 、 <a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF-iShares(IAU)$</a> 年涨幅分别为24.8%和21.1%。 昨日5300美元的金价已属于强劲上升，但今天走势居然丝毫不见疲软，更是一口气抬升到高达近5600美元。暴涨的背后，是更为动荡的国际局势。 美国时间1月28日，特朗普就伊朗弃核协议发帖道：“美军舰队做好必要时迅速、暴力执行任务的准备。” 他声称：“希望伊朗能尽快'回到谈判桌前'，达成一项公平公正的协议——禁止核武器——这对各方都有利。”同时发出警告：“时间所剩无几，刻不容缓！……下次袭击将更加惨烈！不要让悲剧重演。” 此外，美联储的换届风波也令美联储的独立性受到质疑。在特朗普政府多次对现任主席鲍威尔施压，甚至动用刑事指控后，","text":"黄金连续九连涨，2026年迄今涨幅近30%。今日金价最高达5595美元，再创历史新高。 黄金相关etf同样年涨幅惊人，三倍做多的 $MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$ 年涨幅已达115.5%；二倍做多的 $金矿指数二倍做多ETF(JNUG)$ 、 $二倍做多黄金矿业指数ETF-Direxion(NUGT)$ 年涨幅为71.1%，68.5%； $黄金矿业ETF-VanEck(GDX)$ 年涨幅达到30.8%； $黄金ETF-SPDR(GLD)$ 、 $黄金信托ETF-iShares(IAU)$ 年涨幅分别为24.8%和21.1%。 昨日5300美元的金价已属于强劲上升，但今天走势居然丝毫不见疲软，更是一口气抬升到高达近5600美元。暴涨的背后，是更为动荡的国际局势。 美国时间1月28日，特朗普就伊朗弃核协议发帖道：“美军舰队做好必要时迅速、暴力执行任务的准备。” 他声称：“希望伊朗能尽快'回到谈判桌前'，达成一项公平公正的协议——禁止核武器——这对各方都有利。”同时发出警告：“时间所剩无几，刻不容缓！……下次袭击将更加惨烈！不要让悲剧重演。” 此外，美联储的换届风波也令美联储的独立性受到质疑。在特朗普政府多次对现任主席鲍威尔施压，甚至动用刑事指控后，","images":[{"img":"https://static.tigerbbs.com/d9ced8a1358f3d40a1feac8d8e6332fe","width":"865","height":"296"},{"img":"https://static.tigerbbs.com/00f141d5315c11d972e2cbe8550e2d58","width":"865","height":"398"},{"img":"https://static.tigerbbs.com/7cb5185c0b3387c72016dcf4fa4b3dff","width":"865","height":"489"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527084773294344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524678906152424,"gmtCreate":1769122111264,"gmtModify":1769132173145,"author":{"id":"3460508802957790","authorId":"3460508802957790","name":"abcd123456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460508802957790","idStr":"3460508802957790"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524678906152424","repostId":"2590234377","repostType":2,"repost":{"id":"2590234377","kind":"news","pubTimestamp":1765337536,"share":"https://www.laohu8.com/m/news/2590234377?lang=zh_CN&edition=full","pubTime":"2025-12-10 11:32","market":"us","language":"zh","title":"全球前五大企业级SSD品牌商最新营收排名出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=2590234377","media":"全球SSD","summary":"2025年第三季Enterprise SSD市场迎来显著成长。根据TrendForce集邦咨询最新调查，受惠于AI需求快速从训练端外溢至推理端，以及北美云端服务业者同步扩张AI基础设施与通用型Server建设，第三季Enterprise SSD出货量与价格强势上扬，前五大品牌厂合计营收季增28%，达65.4亿美元，创今年新高。为避免SSD短缺延误昂贵的AI Server建置进度，CSP买家近期积极建立库存。在供不应求的卖方格局下，预计第四季Enterprise SSD平均合约价将季增逾25%，产业营收有望再创新高。","content":"<html><body><article><p>2025年第三季Enterprise SSD（企业级SSD）市场迎来显著成长。根据TrendForce集邦咨询最新调查，受惠于AI需求快速从训练端外溢至推理端，以及北美云端服务业者(CSP)同步扩张AI基础设施与通用型Server建设，第三季Enterprise SSD出货量与价格强势上扬，前五大品牌厂合计营收季增28%，达65.4亿美元，创今年新高。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251210120622567v152p44c6xttb3t\"/><p>TrendForce集邦咨询表示，第四季市场氛围从“复苏”转向“抢料”，主要因NAND Flash供应商有鉴于过往的市场波动，对产能扩张采取审慎态度，将导致Enterprise SSD产能增长幅度远低于需求增速。为避免SSD短缺延误昂贵的AI Server建置进度，CSP买家近期积极建立库存。在供不应求的卖方格局下，预计第四季Enterprise SSD平均合约价将季增逾25%，产业营收有望再创新高。</p><p>分析主要供应商第三季营收表现，市场龙头<strong>Samsung（<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>）</strong>精准捕捉通用型Server需求回温的红利，特别在Intel Ice Lake平台仍为主流方案的情况下，Samsung凭借业界最齐全的TLC产品线，收获大笔成熟制程SSD订单，带动其第三季营收季增28.6%，达24.4亿美元。</p><p><strong>SK Group[SK集团，含SK hynix（SK海力士）和Solidigm（思得）]</strong>尽管第三季大容量产品<span>出货</span>仅微幅上升，但得益于Server对TLC SSD的强劲需求，集团整体出货大幅成长，营收季增27.3%，突破18.6亿美元，位居第二名。</p><p><strong>Micron（<a href=\"https://laohu8.com/S/MU\">美光</a>）</strong>近年在PCIe SSD产品的竞争力显著提升，成功打入更多客户的供应链，今年第三季出货持续走扬，营收上升至9.91亿美元，季增26.3%，排名第三。</p><p>第四名的<strong>Kioxia（铠侠）</strong>第三季营收成长幅度超过30%，为主要供应商之最，达9.78亿美元。不同于其他厂商仅专注于成品SSD，Kioxia策略灵活，持续提供Enterprise等级的NAND Flash颗粒给具备自研能力的CSP，巩固其关键颗粒供应商的地位。</p><p><strong>SanDisk（闪迪）</strong>第三季营收为2.69亿美元，随着其218层产品产能放量，叠加市场对QLC的强劲需求，预估明年其营收爆发力将优于同业。</p><p>#NAND #闪存 #存储器</p></article></body></html>","source":"tencent","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\" 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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全球前五大企业级SSD品牌商最新营收排名出炉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-10 11:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210120627a43f1e64&s=b><strong>全球SSD</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年第三季Enterprise SSD（企业级SSD）市场迎来显著成长。根据TrendForce集邦咨询最新调查，受惠于AI需求快速从训练端外溢至推理端，以及北美云端服务业者(CSP)同步扩张AI基础设施与通用型Server建设，第三季Enterprise SSD出货量与价格强势上扬，前五大品牌厂合计营收季增28%，达65.4亿美元，创今年新高。TrendForce集邦咨询表示，第四季市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210120627a43f1e64&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4512":"苹果概念","BK4543":"AI","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","BK4527":"明星科技股","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) 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VL \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210120627a43f1e64&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2590234377","content_text":"2025年第三季Enterprise SSD（企业级SSD）市场迎来显著成长。根据TrendForce集邦咨询最新调查，受惠于AI需求快速从训练端外溢至推理端，以及北美云端服务业者(CSP)同步扩张AI基础设施与通用型Server建设，第三季Enterprise SSD出货量与价格强势上扬，前五大品牌厂合计营收季增28%，达65.4亿美元，创今年新高。TrendForce集邦咨询表示，第四季市场氛围从“复苏”转向“抢料”，主要因NAND Flash供应商有鉴于过往的市场波动，对产能扩张采取审慎态度，将导致Enterprise SSD产能增长幅度远低于需求增速。为避免SSD短缺延误昂贵的AI Server建置进度，CSP买家近期积极建立库存。在供不应求的卖方格局下，预计第四季Enterprise SSD平均合约价将季增逾25%，产业营收有望再创新高。分析主要供应商第三季营收表现，市场龙头Samsung（三星）精准捕捉通用型Server需求回温的红利，特别在Intel Ice Lake平台仍为主流方案的情况下，Samsung凭借业界最齐全的TLC产品线，收获大笔成熟制程SSD订单，带动其第三季营收季增28.6%，达24.4亿美元。SK Group[SK集团，含SK hynix（SK海力士）和Solidigm（思得）]尽管第三季大容量产品出货仅微幅上升，但得益于Server对TLC SSD的强劲需求，集团整体出货大幅成长，营收季增27.3%，突破18.6亿美元，位居第二名。Micron（美光）近年在PCIe SSD产品的竞争力显著提升，成功打入更多客户的供应链，今年第三季出货持续走扬，营收上升至9.91亿美元，季增26.3%，排名第三。第四名的Kioxia（铠侠）第三季营收成长幅度超过30%，为主要供应商之最，达9.78亿美元。不同于其他厂商仅专注于成品SSD，Kioxia策略灵活，持续提供Enterprise等级的NAND Flash颗粒给具备自研能力的CSP，巩固其关键颗粒供应商的地位。SanDisk（闪迪）第三季营收为2.69亿美元，随着其218层产品产能放量，叠加市场对QLC的强劲需求，预估明年其营收爆发力将优于同业。#NAND #闪存 #存储器","news_type":1,"symbols_score_info":{"MU":1.87}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":527118454943968,"gmtCreate":1769699244330,"gmtModify":1769699692329,"author":{"id":"3460508802957790","authorId":"3460508802957790","name":"abcd123456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460508802957790","idStr":"3460508802957790"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527118454943968","repostId":"527084773294344","repostType":1,"repost":{"id":527084773294344,"gmtCreate":1769689183724,"gmtModify":1769691841761,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"复盘历史，连续暴涨后的黄金走向何方？","htmlText":"黄金连续九连涨，2026年迄今涨幅近30%。今日金价最高达5595美元，再创历史新高。 黄金相关etf同样年涨幅惊人，三倍做多的 <a href=\"https://laohu8.com/S/GDXU\">$MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$</a> 年涨幅已达115.5%；二倍做多的 <a href=\"https://laohu8.com/S/JNUG\">$金矿指数二倍做多ETF(JNUG)$</a> 、 <a href=\"https://laohu8.com/S/NUGT\">$二倍做多黄金矿业指数ETF-Direxion(NUGT)$</a> 年涨幅为71.1%，68.5%； <a href=\"https://laohu8.com/S/GDX\">$黄金矿业ETF-VanEck(GDX)$</a> 年涨幅达到30.8%； <a href=\"https://laohu8.com/S/GLD\">$黄金ETF-SPDR(GLD)$</a> 、 <a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF-iShares(IAU)$</a> 年涨幅分别为24.8%和21.1%。 昨日5300美元的金价已属于强劲上升，但今天走势居然丝毫不见疲软，更是一口气抬升到高达近5600美元。暴涨的背后，是更为动荡的国际局势。 美国时间1月28日，特朗普就伊朗弃核协议发帖道：“美军舰队做好必要时迅速、暴力执行任务的准备。” 他声称：“希望伊朗能尽快'回到谈判桌前'，达成一项公平公正的协议——禁止核武器——这对各方都有利。”同时发出警告：“时间所剩无几，刻不容缓！……下次袭击将更加惨烈！不要让悲剧重演。” 此外，美联储的换届风波也令美联储的独立性受到质疑。在特朗普政府多次对现任主席鲍威尔施压，甚至动用刑事指控后，","listText":"黄金连续九连涨，2026年迄今涨幅近30%。今日金价最高达5595美元，再创历史新高。 黄金相关etf同样年涨幅惊人，三倍做多的 <a href=\"https://laohu8.com/S/GDXU\">$MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$</a> 年涨幅已达115.5%；二倍做多的 <a href=\"https://laohu8.com/S/JNUG\">$金矿指数二倍做多ETF(JNUG)$</a> 、 <a href=\"https://laohu8.com/S/NUGT\">$二倍做多黄金矿业指数ETF-Direxion(NUGT)$</a> 年涨幅为71.1%，68.5%； <a href=\"https://laohu8.com/S/GDX\">$黄金矿业ETF-VanEck(GDX)$</a> 年涨幅达到30.8%； <a href=\"https://laohu8.com/S/GLD\">$黄金ETF-SPDR(GLD)$</a> 、 <a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF-iShares(IAU)$</a> 年涨幅分别为24.8%和21.1%。 昨日5300美元的金价已属于强劲上升，但今天走势居然丝毫不见疲软，更是一口气抬升到高达近5600美元。暴涨的背后，是更为动荡的国际局势。 美国时间1月28日，特朗普就伊朗弃核协议发帖道：“美军舰队做好必要时迅速、暴力执行任务的准备。” 他声称：“希望伊朗能尽快'回到谈判桌前'，达成一项公平公正的协议——禁止核武器——这对各方都有利。”同时发出警告：“时间所剩无几，刻不容缓！……下次袭击将更加惨烈！不要让悲剧重演。” 此外，美联储的换届风波也令美联储的独立性受到质疑。在特朗普政府多次对现任主席鲍威尔施压，甚至动用刑事指控后，","text":"黄金连续九连涨，2026年迄今涨幅近30%。今日金价最高达5595美元，再创历史新高。 黄金相关etf同样年涨幅惊人，三倍做多的 $MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$ 年涨幅已达115.5%；二倍做多的 $金矿指数二倍做多ETF(JNUG)$ 、 $二倍做多黄金矿业指数ETF-Direxion(NUGT)$ 年涨幅为71.1%，68.5%； $黄金矿业ETF-VanEck(GDX)$ 年涨幅达到30.8%； $黄金ETF-SPDR(GLD)$ 、 $黄金信托ETF-iShares(IAU)$ 年涨幅分别为24.8%和21.1%。 昨日5300美元的金价已属于强劲上升，但今天走势居然丝毫不见疲软，更是一口气抬升到高达近5600美元。暴涨的背后，是更为动荡的国际局势。 美国时间1月28日，特朗普就伊朗弃核协议发帖道：“美军舰队做好必要时迅速、暴力执行任务的准备。” 他声称：“希望伊朗能尽快'回到谈判桌前'，达成一项公平公正的协议——禁止核武器——这对各方都有利。”同时发出警告：“时间所剩无几，刻不容缓！……下次袭击将更加惨烈！不要让悲剧重演。” 此外，美联储的换届风波也令美联储的独立性受到质疑。在特朗普政府多次对现任主席鲍威尔施压，甚至动用刑事指控后，","images":[{"img":"https://static.tigerbbs.com/d9ced8a1358f3d40a1feac8d8e6332fe","width":"865","height":"296"},{"img":"https://static.tigerbbs.com/00f141d5315c11d972e2cbe8550e2d58","width":"865","height":"398"},{"img":"https://static.tigerbbs.com/7cb5185c0b3387c72016dcf4fa4b3dff","width":"865","height":"489"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527084773294344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524678906152424,"gmtCreate":1769122111264,"gmtModify":1769132173145,"author":{"id":"3460508802957790","authorId":"3460508802957790","name":"abcd123456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460508802957790","idStr":"3460508802957790"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524678906152424","repostId":"2590234377","repostType":2,"repost":{"id":"2590234377","kind":"news","pubTimestamp":1765337536,"share":"https://www.laohu8.com/m/news/2590234377?lang=zh_CN&edition=full","pubTime":"2025-12-10 11:32","market":"us","language":"zh","title":"全球前五大企业级SSD品牌商最新营收排名出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=2590234377","media":"全球SSD","summary":"2025年第三季Enterprise SSD市场迎来显著成长。根据TrendForce集邦咨询最新调查，受惠于AI需求快速从训练端外溢至推理端，以及北美云端服务业者同步扩张AI基础设施与通用型Server建设，第三季Enterprise SSD出货量与价格强势上扬，前五大品牌厂合计营收季增28%，达65.4亿美元，创今年新高。为避免SSD短缺延误昂贵的AI Server建置进度，CSP买家近期积极建立库存。在供不应求的卖方格局下，预计第四季Enterprise SSD平均合约价将季增逾25%，产业营收有望再创新高。","content":"<html><body><article><p>2025年第三季Enterprise SSD（企业级SSD）市场迎来显著成长。根据TrendForce集邦咨询最新调查，受惠于AI需求快速从训练端外溢至推理端，以及北美云端服务业者(CSP)同步扩张AI基础设施与通用型Server建设，第三季Enterprise SSD出货量与价格强势上扬，前五大品牌厂合计营收季增28%，达65.4亿美元，创今年新高。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251210120622567v152p44c6xttb3t\"/><p>TrendForce集邦咨询表示，第四季市场氛围从“复苏”转向“抢料”，主要因NAND Flash供应商有鉴于过往的市场波动，对产能扩张采取审慎态度，将导致Enterprise SSD产能增长幅度远低于需求增速。为避免SSD短缺延误昂贵的AI Server建置进度，CSP买家近期积极建立库存。在供不应求的卖方格局下，预计第四季Enterprise SSD平均合约价将季增逾25%，产业营收有望再创新高。</p><p>分析主要供应商第三季营收表现，市场龙头<strong>Samsung（<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>）</strong>精准捕捉通用型Server需求回温的红利，特别在Intel Ice Lake平台仍为主流方案的情况下，Samsung凭借业界最齐全的TLC产品线，收获大笔成熟制程SSD订单，带动其第三季营收季增28.6%，达24.4亿美元。</p><p><strong>SK Group[SK集团，含SK hynix（SK海力士）和Solidigm（思得）]</strong>尽管第三季大容量产品<span>出货</span>仅微幅上升，但得益于Server对TLC SSD的强劲需求，集团整体出货大幅成长，营收季增27.3%，突破18.6亿美元，位居第二名。</p><p><strong>Micron（<a href=\"https://laohu8.com/S/MU\">美光</a>）</strong>近年在PCIe SSD产品的竞争力显著提升，成功打入更多客户的供应链，今年第三季出货持续走扬，营收上升至9.91亿美元，季增26.3%，排名第三。</p><p>第四名的<strong>Kioxia（铠侠）</strong>第三季营收成长幅度超过30%，为主要供应商之最，达9.78亿美元。不同于其他厂商仅专注于成品SSD，Kioxia策略灵活，持续提供Enterprise等级的NAND Flash颗粒给具备自研能力的CSP，巩固其关键颗粒供应商的地位。</p><p><strong>SanDisk（闪迪）</strong>第三季营收为2.69亿美元，随着其218层产品产能放量，叠加市场对QLC的强劲需求，预估明年其营收爆发力将优于同业。</p><p>#NAND #闪存 #存储器</p></article></body></html>","source":"tencent","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>全球前五大企业级SSD品牌商最新营收排名出炉</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全球前五大企业级SSD品牌商最新营收排名出炉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-10 11:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210120627a43f1e64&s=b><strong>全球SSD</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年第三季Enterprise SSD（企业级SSD）市场迎来显著成长。根据TrendForce集邦咨询最新调查，受惠于AI需求快速从训练端外溢至推理端，以及北美云端服务业者(CSP)同步扩张AI基础设施与通用型Server建设，第三季Enterprise SSD出货量与价格强势上扬，前五大品牌厂合计营收季增28%，达65.4亿美元，创今年新高。TrendForce集邦咨询表示，第四季市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251210120627a43f1e64&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4512":"苹果概念","BK4543":"AI","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","BK4527":"明星科技股","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) 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