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真是个憨憨

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真是个憨憨

01-10

CEO会见特朗普？不应该是特朗普会见CEO吗

美股成交额TOP20｜存储概念再掀涨势！SanDisk涨近13%，美光科技涨超5%；英特尔CEO会见特朗普，股价大涨逾10%

真是个憨憨

2024-09-12

$Homestolife Ltd(HTLM)$ 卖沙发的？

真是个憨憨

2020-04-07

$航美传媒(ANTE)$ 这垃圾公司，开了个平台叫合众金服，坑了投资人一亿多暴雷，然后找几个马仔当替死鬼。这种公司不死天理不容

真是个憨憨

2019-10-10

$鲁大师(03601)$ 买8手没中[喷血] [捂脸]

真是个憨憨

2019-08-30

$中广核电力(01816)$ 你a股的兄弟那么给力，你tm在港股装死

真是个憨憨

2019-07-02

$中烟香港(06055)$ 今天事多，看着开盘那么高，加上有点震荡，挂15全抛了。大哥，我错了，能不能给个认错的机会？

真是个憨憨

2019-06-28

$中烟香港(06055)$ 再来一次开盘第二日的情况吧

真是个憨憨

2019-05-14

$华兴资本控股(01911)$ 怎么感觉不能卖啊，白天半夜都是不能交易

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05:54","market":"fut","language":"zh","title":"美股成交额TOP20｜存储概念再掀涨势！SanDisk涨近13%，美光科技涨超5%；英特尔CEO会见特朗普，股价大涨逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2602304867","media":"环球市场播报","summary":"周五美股成交额第1名$特斯拉$收高2.11%，成交296.3亿美元。与此同时，在欧洲第二大电动车市场英国，特斯拉2025年的销量为5.03万辆，同比下滑10%。瑞穗证券将美光科技目标股价从290美元上调至390美元。周四，美国总统特朗普在白宫会见了英特尔CEO陈立武。自去年计划由联邦政府购买该公司高达10%的股份以来，英特尔的股价已上涨约75%。到目前为止，美国政府已累计持有约5.5%的股份，并准备进一步收购。该股本周累计上涨逾37%。","content":"<html><head></head><body><p>周五美股成交额第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收高2.11%，成交296.3亿美元。据媒体日前报道，特斯拉丢掉2025年纯电动车全球年销量冠军，并且在其重要的海外市场欧洲也正面临着严峻挑战。</p><p>根据美国汽车网站Electrek报道，基于欧洲主要市场的汇总注册数据，特斯拉2025年在欧洲的全年销量从2024年约32.6万辆降至23.5万余辆，同比下跌27.8%。这种下滑在其核心市场德国和英国尤为明显。</p><p>作为欧洲最大的电动车市场，德国联邦机动车管理局在1月6日公布的数据显示，2025年特斯拉的销量下降近半，约为1.9万辆。与此同时，在欧洲第二大电动车市场英国，特斯拉2025年的销量为5.03万辆，同比下滑10%。</p><p>第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.10%，成交241.97亿美元。英伟达即将任命<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云高管Alison Wagonfeld为其首席营销官（CMO），反映这家硅谷芯片制造商正寻求进一步提升自身品牌影响力。</p><p>当地时间周四（1月8日），Wagonfeld在领英动态中宣布了这一消息。她写道，“我将于1月下旬离开<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>，加入英伟达担任CMO。”帖文还提到，“我很高兴能加入詹森（黄仁勋）的领导团队，在英伟达开启下一个增长阶段之际，负责市场营销和传播工作。”</p><p>第3名<a href=\"https://laohu8.com/S/MU\">美光科技</a>收高5.53%，成交112.76亿美元。美光管理层称，公司目前仅能满足关键客户中期需求的50%至三分之二，即使爱达荷州新建的Idaho 1晶圆厂将于2027年中期提前一个季度量产。英伟达的新型推理上下文窗口存储平台将为NAND位元需求增长开辟另一条通道，因为英伟达基于Bluefield-4的系统配置率可能会很高。</p><p>美光科技高管在最新投资者会议上发出明确信号：即便新建晶圆厂在2027年投产，DRAM和HBM的供需紧张状况仍难以解决。</p><p>瑞穗证券将美光科技目标股价从290美元上调至390美元。</p><p>第4名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收高0.13%，成交103.15亿美元。此前该股已经连续7个交易日下跌。</p><p>第8名<a href=\"https://laohu8.com/S/INTC\">英特尔</a>收高10.80%，成交82.74亿美元。该股本周累计上涨15.67%。周四，美国总统特朗普在白宫会见了英特尔CEO陈立武。此前美国政府已购买了这家芯片制造商的股份，两人在会面中讨论了该公司新系列处理器的进展情况。特朗普在网络平台上发帖，赞扬了英特尔所取得的进展。自去年计划由联邦政府购买该公司高达10%的股份以来，英特尔的股价已上涨约75%。到目前为止，美国政府已累计持有约5.5%的股份，并准备进一步收购。</p><p>特朗普写道，“我刚刚结束了与非常成功的英特尔首席执行官陈立武的一次伟大会晤，”“我们达成了一项双赢的伟大交易。我们的国家决心将尖端的芯片制造带回美国，而这正是正在发生的事情！！！”</p><p>第9名<a href=\"https://laohu8.com/S/AVGO\">博通</a>收高3.76%，成交76.9亿美元。瑞穗证券日前评选英伟达、<a href=\"https://laohu8.com/S/600455\">博通</a>、Lumentum为2026年首选AI芯片股。</p><p>第11名<a href=\"https://laohu8.com/S/SNDK\">SanDisk</a>收高12.81%，成交70.43亿美元。该股本周累计上涨逾37%。消息面上，一份野村证券近期的研报引发了市场传播。分析师指出，面对未来几个季度服务器级存储需求保持强劲的背景下，闪迪可能在本季度将其面向企业级固态硬盘（SSD）的大容量3D NAND闪存价格上调一倍。</p><p>分析师写道：“渠道调研显示，多家存储器供应商仍在持续推高价格，其中企业级NAND的涨幅尤为激进。用于企业级SSD的闪迪NAND价格，在3月所在季度内，环比涨幅可能超过100%。”</p><p>野村还点名英伟达正是这一轮闪存芯片涨价的主要推手。</p><p>第14名<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>收高4.95%，成交51.24亿美元。汇丰<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>研究部发表最新研报，维持对大型科技企业的评级及目标价，同时着重指出2026年人工智能（AI）产业链（涵盖云计算、芯片、大语言模型及硬件领域）将面临的挑战与蕴藏的机遇。</p><p>该机构对甲骨文的评级为“买入”。</p><p>第17名<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>收跌5.77%，成交51.24亿美元。MSCI日前表示，将暂缓执行将数字资产财资公司（<a href=\"https://laohu8.com/S/DAAQU\">Digital Asset</a> Treasury Companies；DATCO）从其指数中剔除的提议，但将就如何对待非营运公司展开更广泛的磋商，表示将对初步清单上的DATCOs维持现有处理方式，意味<a href=\"https://laohu8.com/S/STRF\">Strategy</a>暂时将保留在MSCI的全球基准指数中。</p><p>第19名核电运营商OKLO收高7.90%，成交37.17亿美元。<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>公司宣布与Oklo、<a href=\"https://laohu8.com/S/VST\">Vistra</a>和TerraPower等三家核电供应商达成协议。</p></body></html>","source":"sina","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>美股成交额TOP20｜存储概念再掀涨势！SanDisk涨近13%，美光科技涨超5%；英特尔CEO会见特朗普，股价大涨逾10%</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美股成交额TOP20｜存储概念再掀涨势！SanDisk涨近13%，美光科技涨超5%；英特尔CEO会见特朗普，股价大涨逾10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 05:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfuesz5354231.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五美股成交额第1名特斯拉收高2.11%，成交296.3亿美元。据媒体日前报道，特斯拉丢掉2025年纯电动车全球年销量冠军，并且在其重要的海外市场欧洲也正面临着严峻挑战。根据美国汽车网站Electrek报道，基于欧洲主要市场的汇总注册数据，特斯拉2025年在欧洲的全年销量从2024年约32.6万辆降至23.5万余辆，同比下跌27.8%。这种下滑在其核心市场德国和英国尤为明显。作为欧洲最大的电动车...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfuesz5354231.shtml\">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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"SNDK":"闪迪","INTC":"英特尔","MU":"美光科技"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfuesz5354231.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2602304867","content_text":"周五美股成交额第1名特斯拉收高2.11%，成交296.3亿美元。据媒体日前报道，特斯拉丢掉2025年纯电动车全球年销量冠军，并且在其重要的海外市场欧洲也正面临着严峻挑战。根据美国汽车网站Electrek报道，基于欧洲主要市场的汇总注册数据，特斯拉2025年在欧洲的全年销量从2024年约32.6万辆降至23.5万余辆，同比下跌27.8%。这种下滑在其核心市场德国和英国尤为明显。作为欧洲最大的电动车市场，德国联邦机动车管理局在1月6日公布的数据显示，2025年特斯拉的销量下降近半，约为1.9万辆。与此同时，在欧洲第二大电动车市场英国，特斯拉2025年的销量为5.03万辆，同比下滑10%。第2名英伟达收跌0.10%，成交241.97亿美元。英伟达即将任命谷歌云高管Alison Wagonfeld为其首席营销官（CMO），反映这家硅谷芯片制造商正寻求进一步提升自身品牌影响力。当地时间周四（1月8日），Wagonfeld在领英动态中宣布了这一消息。她写道，“我将于1月下旬离开谷歌，加入英伟达担任CMO。”帖文还提到，“我很高兴能加入詹森（黄仁勋）的领导团队，在英伟达开启下一个增长阶段之际，负责市场营销和传播工作。”第3名美光科技收高5.53%，成交112.76亿美元。美光管理层称，公司目前仅能满足关键客户中期需求的50%至三分之二，即使爱达荷州新建的Idaho 1晶圆厂将于2027年中期提前一个季度量产。英伟达的新型推理上下文窗口存储平台将为NAND位元需求增长开辟另一条通道，因为英伟达基于Bluefield-4的系统配置率可能会很高。美光科技高管在最新投资者会议上发出明确信号：即便新建晶圆厂在2027年投产，DRAM和HBM的供需紧张状况仍难以解决。瑞穗证券将美光科技目标股价从290美元上调至390美元。第4名苹果收高0.13%，成交103.15亿美元。此前该股已经连续7个交易日下跌。第8名英特尔收高10.80%，成交82.74亿美元。该股本周累计上涨15.67%。周四，美国总统特朗普在白宫会见了英特尔CEO陈立武。此前美国政府已购买了这家芯片制造商的股份，两人在会面中讨论了该公司新系列处理器的进展情况。特朗普在网络平台上发帖，赞扬了英特尔所取得的进展。自去年计划由联邦政府购买该公司高达10%的股份以来，英特尔的股价已上涨约75%。到目前为止，美国政府已累计持有约5.5%的股份，并准备进一步收购。特朗普写道，“我刚刚结束了与非常成功的英特尔首席执行官陈立武的一次伟大会晤，”“我们达成了一项双赢的伟大交易。我们的国家决心将尖端的芯片制造带回美国，而这正是正在发生的事情！！！”第9名博通收高3.76%，成交76.9亿美元。瑞穗证券日前评选英伟达、博通、Lumentum为2026年首选AI芯片股。第11名SanDisk收高12.81%，成交70.43亿美元。该股本周累计上涨逾37%。消息面上，一份野村证券近期的研报引发了市场传播。分析师指出，面对未来几个季度服务器级存储需求保持强劲的背景下，闪迪可能在本季度将其面向企业级固态硬盘（SSD）的大容量3D 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怎么感觉不能卖啊，白天半夜都是不能交易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901531662","isVote":1,"tweetType":1,"viewCount":3383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":907471157,"gmtCreate":1562046591479,"gmtModify":1704703006979,"author":{"id":"3499287597385722","authorId":"3499287597385722","name":"真是个憨憨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499287597385722","idStr":"3499287597385722"},"themes":[],"htmlText":"$中烟香港(06055)$ 今天事多，看着开盘那么高，加上有点震荡，挂15全抛了。大哥，我错了，能不能给个认错的机会？","listText":"$中烟香港(06055)$ 今天事多，看着开盘那么高，加上有点震荡，挂15全抛了。大哥，我错了，能不能给个认错的机会？","text":"$中烟香港(06055)$ 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05:54","market":"fut","language":"zh","title":"美股成交额TOP20｜存储概念再掀涨势！SanDisk涨近13%，美光科技涨超5%；英特尔CEO会见特朗普，股价大涨逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2602304867","media":"环球市场播报","summary":"周五美股成交额第1名$特斯拉$收高2.11%，成交296.3亿美元。与此同时，在欧洲第二大电动车市场英国，特斯拉2025年的销量为5.03万辆，同比下滑10%。瑞穗证券将美光科技目标股价从290美元上调至390美元。周四，美国总统特朗普在白宫会见了英特尔CEO陈立武。自去年计划由联邦政府购买该公司高达10%的股份以来，英特尔的股价已上涨约75%。到目前为止，美国政府已累计持有约5.5%的股份，并准备进一步收购。该股本周累计上涨逾37%。","content":"<html><head></head><body><p>周五美股成交额第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收高2.11%，成交296.3亿美元。据媒体日前报道，特斯拉丢掉2025年纯电动车全球年销量冠军，并且在其重要的海外市场欧洲也正面临着严峻挑战。</p><p>根据美国汽车网站Electrek报道，基于欧洲主要市场的汇总注册数据，特斯拉2025年在欧洲的全年销量从2024年约32.6万辆降至23.5万余辆，同比下跌27.8%。这种下滑在其核心市场德国和英国尤为明显。</p><p>作为欧洲最大的电动车市场，德国联邦机动车管理局在1月6日公布的数据显示，2025年特斯拉的销量下降近半，约为1.9万辆。与此同时，在欧洲第二大电动车市场英国，特斯拉2025年的销量为5.03万辆，同比下滑10%。</p><p>第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.10%，成交241.97亿美元。英伟达即将任命<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云高管Alison Wagonfeld为其首席营销官（CMO），反映这家硅谷芯片制造商正寻求进一步提升自身品牌影响力。</p><p>当地时间周四（1月8日），Wagonfeld在领英动态中宣布了这一消息。她写道，“我将于1月下旬离开<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>，加入英伟达担任CMO。”帖文还提到，“我很高兴能加入詹森（黄仁勋）的领导团队，在英伟达开启下一个增长阶段之际，负责市场营销和传播工作。”</p><p>第3名<a href=\"https://laohu8.com/S/MU\">美光科技</a>收高5.53%，成交112.76亿美元。美光管理层称，公司目前仅能满足关键客户中期需求的50%至三分之二，即使爱达荷州新建的Idaho 1晶圆厂将于2027年中期提前一个季度量产。英伟达的新型推理上下文窗口存储平台将为NAND位元需求增长开辟另一条通道，因为英伟达基于Bluefield-4的系统配置率可能会很高。</p><p>美光科技高管在最新投资者会议上发出明确信号：即便新建晶圆厂在2027年投产，DRAM和HBM的供需紧张状况仍难以解决。</p><p>瑞穗证券将美光科技目标股价从290美元上调至390美元。</p><p>第4名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收高0.13%，成交103.15亿美元。此前该股已经连续7个交易日下跌。</p><p>第8名<a href=\"https://laohu8.com/S/INTC\">英特尔</a>收高10.80%，成交82.74亿美元。该股本周累计上涨15.67%。周四，美国总统特朗普在白宫会见了英特尔CEO陈立武。此前美国政府已购买了这家芯片制造商的股份，两人在会面中讨论了该公司新系列处理器的进展情况。特朗普在网络平台上发帖，赞扬了英特尔所取得的进展。自去年计划由联邦政府购买该公司高达10%的股份以来，英特尔的股价已上涨约75%。到目前为止，美国政府已累计持有约5.5%的股份，并准备进一步收购。</p><p>特朗普写道，“我刚刚结束了与非常成功的英特尔首席执行官陈立武的一次伟大会晤，”“我们达成了一项双赢的伟大交易。我们的国家决心将尖端的芯片制造带回美国，而这正是正在发生的事情！！！”</p><p>第9名<a href=\"https://laohu8.com/S/AVGO\">博通</a>收高3.76%，成交76.9亿美元。瑞穗证券日前评选英伟达、<a href=\"https://laohu8.com/S/600455\">博通</a>、Lumentum为2026年首选AI芯片股。</p><p>第11名<a href=\"https://laohu8.com/S/SNDK\">SanDisk</a>收高12.81%，成交70.43亿美元。该股本周累计上涨逾37%。消息面上，一份野村证券近期的研报引发了市场传播。分析师指出，面对未来几个季度服务器级存储需求保持强劲的背景下，闪迪可能在本季度将其面向企业级固态硬盘（SSD）的大容量3D NAND闪存价格上调一倍。</p><p>分析师写道：“渠道调研显示，多家存储器供应商仍在持续推高价格，其中企业级NAND的涨幅尤为激进。用于企业级SSD的闪迪NAND价格，在3月所在季度内，环比涨幅可能超过100%。”</p><p>野村还点名英伟达正是这一轮闪存芯片涨价的主要推手。</p><p>第14名<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>收高4.95%，成交51.24亿美元。汇丰<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>研究部发表最新研报，维持对大型科技企业的评级及目标价，同时着重指出2026年人工智能（AI）产业链（涵盖云计算、芯片、大语言模型及硬件领域）将面临的挑战与蕴藏的机遇。</p><p>该机构对甲骨文的评级为“买入”。</p><p>第17名<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>收跌5.77%，成交51.24亿美元。MSCI日前表示，将暂缓执行将数字资产财资公司（<a href=\"https://laohu8.com/S/DAAQU\">Digital Asset</a> Treasury Companies；DATCO）从其指数中剔除的提议，但将就如何对待非营运公司展开更广泛的磋商，表示将对初步清单上的DATCOs维持现有处理方式，意味<a href=\"https://laohu8.com/S/STRF\">Strategy</a>暂时将保留在MSCI的全球基准指数中。</p><p>第19名核电运营商OKLO收高7.90%，成交37.17亿美元。<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>公司宣布与Oklo、<a href=\"https://laohu8.com/S/VST\">Vistra</a>和TerraPower等三家核电供应商达成协议。</p></body></html>","source":"sina","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>美股成交额TOP20｜存储概念再掀涨势！SanDisk涨近13%，美光科技涨超5%；英特尔CEO会见特朗普，股价大涨逾10%</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美股成交额TOP20｜存储概念再掀涨势！SanDisk涨近13%，美光科技涨超5%；英特尔CEO会见特朗普，股价大涨逾10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 05:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfuesz5354231.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五美股成交额第1名特斯拉收高2.11%，成交296.3亿美元。据媒体日前报道，特斯拉丢掉2025年纯电动车全球年销量冠军，并且在其重要的海外市场欧洲也正面临着严峻挑战。根据美国汽车网站Electrek报道，基于欧洲主要市场的汇总注册数据，特斯拉2025年在欧洲的全年销量从2024年约32.6万辆降至23.5万余辆，同比下跌27.8%。这种下滑在其核心市场德国和英国尤为明显。作为欧洲最大的电动车...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfuesz5354231.shtml\">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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"SNDK":"闪迪","INTC":"英特尔","MU":"美光科技"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfuesz5354231.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2602304867","content_text":"周五美股成交额第1名特斯拉收高2.11%，成交296.3亿美元。据媒体日前报道，特斯拉丢掉2025年纯电动车全球年销量冠军，并且在其重要的海外市场欧洲也正面临着严峻挑战。根据美国汽车网站Electrek报道，基于欧洲主要市场的汇总注册数据，特斯拉2025年在欧洲的全年销量从2024年约32.6万辆降至23.5万余辆，同比下跌27.8%。这种下滑在其核心市场德国和英国尤为明显。作为欧洲最大的电动车市场，德国联邦机动车管理局在1月6日公布的数据显示，2025年特斯拉的销量下降近半，约为1.9万辆。与此同时，在欧洲第二大电动车市场英国，特斯拉2025年的销量为5.03万辆，同比下滑10%。第2名英伟达收跌0.10%，成交241.97亿美元。英伟达即将任命谷歌云高管Alison Wagonfeld为其首席营销官（CMO），反映这家硅谷芯片制造商正寻求进一步提升自身品牌影响力。当地时间周四（1月8日），Wagonfeld在领英动态中宣布了这一消息。她写道，“我将于1月下旬离开谷歌，加入英伟达担任CMO。”帖文还提到，“我很高兴能加入詹森（黄仁勋）的领导团队，在英伟达开启下一个增长阶段之际，负责市场营销和传播工作。”第3名美光科技收高5.53%，成交112.76亿美元。美光管理层称，公司目前仅能满足关键客户中期需求的50%至三分之二，即使爱达荷州新建的Idaho 1晶圆厂将于2027年中期提前一个季度量产。英伟达的新型推理上下文窗口存储平台将为NAND位元需求增长开辟另一条通道，因为英伟达基于Bluefield-4的系统配置率可能会很高。美光科技高管在最新投资者会议上发出明确信号：即便新建晶圆厂在2027年投产，DRAM和HBM的供需紧张状况仍难以解决。瑞穗证券将美光科技目标股价从290美元上调至390美元。第4名苹果收高0.13%，成交103.15亿美元。此前该股已经连续7个交易日下跌。第8名英特尔收高10.80%，成交82.74亿美元。该股本周累计上涨15.67%。周四，美国总统特朗普在白宫会见了英特尔CEO陈立武。此前美国政府已购买了这家芯片制造商的股份，两人在会面中讨论了该公司新系列处理器的进展情况。特朗普在网络平台上发帖，赞扬了英特尔所取得的进展。自去年计划由联邦政府购买该公司高达10%的股份以来，英特尔的股价已上涨约75%。到目前为止，美国政府已累计持有约5.5%的股份，并准备进一步收购。特朗普写道，“我刚刚结束了与非常成功的英特尔首席执行官陈立武的一次伟大会晤，”“我们达成了一项双赢的伟大交易。我们的国家决心将尖端的芯片制造带回美国，而这正是正在发生的事情！！！”第9名博通收高3.76%，成交76.9亿美元。瑞穗证券日前评选英伟达、博通、Lumentum为2026年首选AI芯片股。第11名SanDisk收高12.81%，成交70.43亿美元。该股本周累计上涨逾37%。消息面上，一份野村证券近期的研报引发了市场传播。分析师指出，面对未来几个季度服务器级存储需求保持强劲的背景下，闪迪可能在本季度将其面向企业级固态硬盘（SSD）的大容量3D NAND闪存价格上调一倍。分析师写道：“渠道调研显示，多家存储器供应商仍在持续推高价格，其中企业级NAND的涨幅尤为激进。用于企业级SSD的闪迪NAND价格，在3月所在季度内，环比涨幅可能超过100%。”野村还点名英伟达正是这一轮闪存芯片涨价的主要推手。第14名甲骨文收高4.95%，成交51.24亿美元。汇丰环球投资研究部发表最新研报，维持对大型科技企业的评级及目标价，同时着重指出2026年人工智能（AI）产业链（涵盖云计算、芯片、大语言模型及硬件领域）将面临的挑战与蕴藏的机遇。该机构对甲骨文的评级为“买入”。第17名Strategy收跌5.77%，成交51.24亿美元。MSCI日前表示，将暂缓执行将数字资产财资公司（Digital Asset Treasury Companies；DATCO）从其指数中剔除的提议，但将就如何对待非营运公司展开更广泛的磋商，表示将对初步清单上的DATCOs维持现有处理方式，意味Strategy暂时将保留在MSCI的全球基准指数中。第19名核电运营商OKLO收高7.90%，成交37.17亿美元。Meta 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