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MrCJ
06-05 15:32
涨的太多了，需要利空消息来获利了结。
英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清
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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\">\n英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清\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\">2026-06-05 10:27</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;\">近日市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。受相关消息影响，内存板块承压，美光科技周四收跌近8%，SK海力士周五一度大跌近10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11df18418789d6cff8f583b1212bddc8\" data-align=\"center\" tg-width=\"1152\" tg-height=\"733\"/><span></span></p><p style=\"text-align: left;\">不过，发布相关研究的SemiAnalysis创始人兼CEO兼首席分析师Dylan Patel随后出面澄清称，市场对报告内容存在误读。他表示，不少人在转发过程中忽略了报告的大部分核心内容，而原始研报本身也并未使用类似“英伟达大砍内存配置”等吸引眼球的表述。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/027fd6485a9e8428bf86029ac03f1057\" data-align=\"center\" tg-width=\"596\" tg-height=\"643\"/><span></span></p><p style=\"text-align: left;\">市场人士认为，目前关于Rubin平台最终内存配置、量产节奏及对HBM需求的实际影响仍存在较大不确定性，投资者或需等待更多官方信息及产业链验证。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"SIMO":"慧荣科技","MUD":"1倍做空MU ETF-Direxion","STX":"希捷科技","SNDK":"闪迪","MULL":"2倍做多MU ETF-GraniteShares","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","WDCX":"Tradr 2X Long WDC Daily ETF","07747":"南方两倍做多三星电子","MU":"美光科技","RMBS":"Rambus","MUU":"2倍做多MU ETF-Direxion","07709":"南方两倍做多海力士","SNXX":"Tradr 2X Long SNDK Daily ETF","WDC":"西部数据"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169570143","content_text":"近日市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。受相关消息影响，内存板块承压，美光科技周四收跌近8%，SK海力士周五一度大跌近10%。不过，发布相关研究的SemiAnalysis创始人兼CEO兼首席分析师Dylan Patel随后出面澄清称，市场对报告内容存在误读。他表示，不少人在转发过程中忽略了报告的大部分核心内容，而原始研报本身也并未使用类似“英伟达大砍内存配置”等吸引眼球的表述。市场人士认为，目前关于Rubin平台最终内存配置、量产节奏及对HBM需求的实际影响仍存在较大不确定性，投资者或需等待更多官方信息及产业链验证。","news_type":1,"symbols_score_info":{"MULL":0.6,"PSTG":2,"STX":2,"SIMO":2,"WDC":2,"07709":2,"MU":2,"MUD":0.6,"SNDU":0.6,"SNXX":0.6,"WDCX":0.6,"07747":2,"SNDK":2,"RMBS":2,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":571934801801832,"gmtCreate":1780644767060,"gmtModify":1780646594926,"author":{"id":"3542787129508800","authorId":"3542787129508800","name":"MrCJ","avatar":"https://static.tigerbbs.com/ed39df63fae4e533b53e0f09bde6cd7d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542787129508800","authorIdStr":"3542787129508800"},"themes":[],"title":"","htmlText":"涨的太多了，需要利空消息来获利了结。","listText":"涨的太多了，需要利空消息来获利了结。","text":"涨的太多了，需要利空消息来获利了结。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571934801801832","repostId":"1169570143","repostType":2,"repost":{"id":"1169570143","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":1780626424,"share":"https://www.laohu8.com/m/news/1169570143?lang=zh_CN&edition=full","pubTime":"2026-06-05 10:27","market":"us","language":"zh","title":"英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清","url":"https://stock-news.laohu8.com/highlight/detail?id=1169570143","media":"老虎资讯综合","summary":"市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。","content":"<html><head></head><body><p style=\"text-align: left;\">近日市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。受相关消息影响，内存板块承压，美光科技周四收跌近8%，SK海力士周五一度大跌近10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11df18418789d6cff8f583b1212bddc8\" data-align=\"center\" tg-width=\"1152\" tg-height=\"733\"/><span></span></p><p style=\"text-align: left;\">不过，发布相关研究的SemiAnalysis创始人兼CEO兼首席分析师Dylan Patel随后出面澄清称，市场对报告内容存在误读。他表示，不少人在转发过程中忽略了报告的大部分核心内容，而原始研报本身也并未使用类似“英伟达大砍内存配置”等吸引眼球的表述。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/027fd6485a9e8428bf86029ac03f1057\" data-align=\"center\" tg-width=\"596\" tg-height=\"643\"/><span></span></p><p style=\"text-align: left;\">市场人士认为，目前关于Rubin平台最终内存配置、量产节奏及对HBM需求的实际影响仍存在较大不确定性，投资者或需等待更多官方信息及产业链验证。</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>英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清</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\">\n英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清\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\">2026-06-05 10:27</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;\">近日市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。受相关消息影响，内存板块承压，美光科技周四收跌近8%，SK海力士周五一度大跌近10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11df18418789d6cff8f583b1212bddc8\" data-align=\"center\" tg-width=\"1152\" tg-height=\"733\"/><span></span></p><p style=\"text-align: left;\">不过，发布相关研究的SemiAnalysis创始人兼CEO兼首席分析师Dylan Patel随后出面澄清称，市场对报告内容存在误读。他表示，不少人在转发过程中忽略了报告的大部分核心内容，而原始研报本身也并未使用类似“英伟达大砍内存配置”等吸引眼球的表述。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/027fd6485a9e8428bf86029ac03f1057\" data-align=\"center\" tg-width=\"596\" tg-height=\"643\"/><span></span></p><p style=\"text-align: left;\">市场人士认为，目前关于Rubin平台最终内存配置、量产节奏及对HBM需求的实际影响仍存在较大不确定性，投资者或需等待更多官方信息及产业链验证。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"SIMO":"慧荣科技","MUD":"1倍做空MU ETF-Direxion","STX":"希捷科技","SNDK":"闪迪","MULL":"2倍做多MU ETF-GraniteShares","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","WDCX":"Tradr 2X Long WDC Daily ETF","07747":"南方两倍做多三星电子","MU":"美光科技","RMBS":"Rambus","MUU":"2倍做多MU ETF-Direxion","07709":"南方两倍做多海力士","SNXX":"Tradr 2X Long SNDK Daily ETF","WDC":"西部数据"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169570143","content_text":"近日市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。受相关消息影响，内存板块承压，美光科技周四收跌近8%，SK海力士周五一度大跌近10%。不过，发布相关研究的SemiAnalysis创始人兼CEO兼首席分析师Dylan Patel随后出面澄清称，市场对报告内容存在误读。他表示，不少人在转发过程中忽略了报告的大部分核心内容，而原始研报本身也并未使用类似“英伟达大砍内存配置”等吸引眼球的表述。市场人士认为，目前关于Rubin平台最终内存配置、量产节奏及对HBM需求的实际影响仍存在较大不确定性，投资者或需等待更多官方信息及产业链验证。","news_type":1,"symbols_score_info":{"MULL":0.6,"PSTG":2,"STX":2,"SIMO":2,"WDC":2,"07709":2,"MU":2,"MUD":0.6,"SNDU":0.6,"SNXX":0.6,"WDCX":0.6,"07747":2,"SNDK":2,"RMBS":2,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
