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Copper
07-07
美光资金流出
美股异动|存储股集体下挫,闪迪跌超12%、西部数据跌超10%,高盛称对冲基金持续减持科技股
Copper
2025-12-16
$AMC ROBOTICS(AMCI)$
13.46买进
Copper
2025-12-16
$Cementos Pacasmayo S.A.A.(CPAC)$
10.29买进
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style=\"text-align: left;\">7月7日, 存储股板块集体下挫,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>盘中下跌超12%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a>跌超10%,<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超8%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌近8%。</p><p style=\"text-align: left;\">三星电子公布二季度初步业绩,营业利润同比大增约1800%,显示AI相关存储需求仍在高位,但三星股价在韩国市场下跌。强劲业绩未能继续推动存储股上行,反而成为部分资金兑现前期涨幅的窗口。</p><p style=\"text-align: left;\">同时,高盛最新资金追踪报告显示,美国对冲基金近期持续减持科技股,信息技术板块已连续四周成为美股净卖出规模最高的行业,半导体和硬件设备是主要抛售方向。报告还显示,对冲基金已连续三周整体净卖出个股,上周减持重点集中在美国本土股票。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5312393948b77cc863a397bfb36e456c\" data-align=\"center\" tg-width=\"522\" tg-height=\"404\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SNDG":"Leverage Shares 2X Long SNDK Daily ETF","WDCX":"Tradr 2X Long WDC Daily ETF","MUD":"1倍做空MU ETF-Direxion","SNXX":"Tradr 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存储股板块集体下挫,闪迪盘中下跌超12%,西部数据跌超10%,美光科技跌超8%,希捷科技跌近8%。三星电子公布二季度初步业绩,营业利润同比大增约1800%,显示AI相关存储需求仍在高位,但三星股价在韩国市场下跌。强劲业绩未能继续推动存储股上行,反而成为部分资金兑现前期涨幅的窗口。同时,高盛最新资金追踪报告显示,美国对冲基金近期持续减持科技股,信息技术板块已连续四周成为美股净卖出规模最高的行业,半导体和硬件设备是主要抛售方向。报告还显示,对冲基金已连续三周整体净卖出个股,上周减持重点集中在美国本土股票。","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"WDCX":0.6,"SNDG":0.6,"STX":2,"WDC":2.1,"SNDQ":0.6,"MU":2.1,"MULL":0.6,"SNDU":0.6,"SNDC":0.6,"SNXX":0.6,"SNDK":2.1}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511471511847136,"gmtCreate":1765898019497,"gmtModify":1765898308182,"author":{"id":"3462055116062625","authorId":"3462055116062625","name":"Copper","avatar":"https://static.tigerbbs.com/505f0dc7a256aa25bbfa15e8585a98b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462055116062625","authorIdStr":"3462055116062625"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMCI\">$AMC 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10.29买进","text":"$Cementos Pacasmayo S.A.A.(CPAC)$ 10.29买进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511471651758088","isVote":1,"tweetType":1,"viewCount":1883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":583287087911192,"gmtCreate":1783435588849,"gmtModify":1783438265561,"author":{"id":"3462055116062625","authorId":"3462055116062625","name":"Copper","avatar":"https://static.tigerbbs.com/505f0dc7a256aa25bbfa15e8585a98b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462055116062625","authorIdStr":"3462055116062625"},"themes":[],"title":"","htmlText":"美光资金流出","listText":"美光资金流出","text":"美光资金流出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583287087911192","repostId":"1147859739","repostType":2,"repost":{"id":"1147859739","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":1783434717,"share":"https://www.laohu8.com/m/news/1147859739?lang=zh_CN&edition=full","pubTime":"2026-07-07 22:31","market":"us","language":"zh","title":"美股异动|存储股集体下挫,闪迪跌超12%、西部数据跌超10%,高盛称对冲基金持续减持科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=1147859739","media":"老虎资讯综合","summary":"7月7日,美股存储股板块集体走低,闪迪盘中跌超12%,西部数据跌超10%,美光科技跌超8%,希捷科技跌近8%。消息面上,三星电子公布二季度初步业绩,营业利润同比大增约1800%,但强劲业绩未能带动存储股继续上行,反而引发部分资金兑现前期涨幅。与此同时,高盛最新资金追踪报告显示,美国对冲基金已连续四周净卖出信息技术板块,半导体和硬件设备为主要抛售方向,进一步加剧存储及芯片股回调压力。","content":"<html><head></head><body><p style=\"text-align: left;\">7月7日, 存储股板块集体下挫,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>盘中下跌超12%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a>跌超10%,<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超8%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌近8%。</p><p style=\"text-align: left;\">三星电子公布二季度初步业绩,营业利润同比大增约1800%,显示AI相关存储需求仍在高位,但三星股价在韩国市场下跌。强劲业绩未能继续推动存储股上行,反而成为部分资金兑现前期涨幅的窗口。</p><p style=\"text-align: left;\">同时,高盛最新资金追踪报告显示,美国对冲基金近期持续减持科技股,信息技术板块已连续四周成为美股净卖出规模最高的行业,半导体和硬件设备是主要抛售方向。报告还显示,对冲基金已连续三周整体净卖出个股,上周减持重点集中在美国本土股票。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5312393948b77cc863a397bfb36e456c\" data-align=\"center\" tg-width=\"522\" tg-height=\"404\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动|存储股集体下挫,闪迪跌超12%、西部数据跌超10%,高盛称对冲基金持续减持科技股</title>\n<style 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style=\"text-align: left;\">7月7日, 存储股板块集体下挫,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>盘中下跌超12%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a>跌超10%,<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超8%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌近8%。</p><p style=\"text-align: left;\">三星电子公布二季度初步业绩,营业利润同比大增约1800%,显示AI相关存储需求仍在高位,但三星股价在韩国市场下跌。强劲业绩未能继续推动存储股上行,反而成为部分资金兑现前期涨幅的窗口。</p><p style=\"text-align: left;\">同时,高盛最新资金追踪报告显示,美国对冲基金近期持续减持科技股,信息技术板块已连续四周成为美股净卖出规模最高的行业,半导体和硬件设备是主要抛售方向。报告还显示,对冲基金已连续三周整体净卖出个股,上周减持重点集中在美国本土股票。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5312393948b77cc863a397bfb36e456c\" data-align=\"center\" tg-width=\"522\" tg-height=\"404\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SNDG":"Leverage Shares 2X Long SNDK Daily ETF","WDCX":"Tradr 2X Long WDC Daily ETF","MUD":"1倍做空MU ETF-Direxion","SNXX":"Tradr 2X Long SNDK Daily ETF","SNDQ":"Tradr 2X Short SNDK Daily ETF","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","WDC":"西部数据","MULL":"2倍做多MU ETF-GraniteShares","SNDK":"闪迪","MU":"美光科技","SNDC":"Corgi SNDK 2x Daily ETF","STX":"希捷科技","MUU":"2倍做多MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147859739","content_text":"7月7日, 存储股板块集体下挫,闪迪盘中下跌超12%,西部数据跌超10%,美光科技跌超8%,希捷科技跌近8%。三星电子公布二季度初步业绩,营业利润同比大增约1800%,显示AI相关存储需求仍在高位,但三星股价在韩国市场下跌。强劲业绩未能继续推动存储股上行,反而成为部分资金兑现前期涨幅的窗口。同时,高盛最新资金追踪报告显示,美国对冲基金近期持续减持科技股,信息技术板块已连续四周成为美股净卖出规模最高的行业,半导体和硬件设备是主要抛售方向。报告还显示,对冲基金已连续三周整体净卖出个股,上周减持重点集中在美国本土股票。","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"WDCX":0.6,"SNDG":0.6,"STX":2,"WDC":2.1,"SNDQ":0.6,"MU":2.1,"MULL":0.6,"SNDU":0.6,"SNDC":0.6,"SNXX":0.6,"SNDK":2.1}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511471511847136,"gmtCreate":1765898019497,"gmtModify":1765898308182,"author":{"id":"3462055116062625","authorId":"3462055116062625","name":"Copper","avatar":"https://static.tigerbbs.com/505f0dc7a256aa25bbfa15e8585a98b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462055116062625","authorIdStr":"3462055116062625"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMCI\">$AMC 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