金先生007的个人主页 - 老虎社区

金先生007

金先生007

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08-12

$Faraday Future Intelligent Electric Inc(FFAI)$ 再跌50%就退了，加油啊

06-26

$美光科技(MU)$ 只能高喊牛逼

07-06

$美光科技(MU)$ 800多一张…

04-13

$Faraday Future Intelligent Electric Inc(FFAI)$ 这要搁以前没骗那么多回的时候，盘前涨14% 大概率收盘都得30%+ .散户兄弟们这两年被坑惨了都没人跟了

08-27

$Faraday Future Intelligent Electric Inc(FFAI)$ 这次合股之后就一点希望没了[开心]

09-12

长鑫发多少，

又见存储巨头“天量奖金”：美光最高发68个月奖金

07-31

$Faraday Future Intelligent Electric Inc(FFAI)$ 别演了抓紧退吧，还有几个人能上当啊

05-08

$美光科技(MU)$ 要不要这么离谱……

07-07

合股被，还能有什么

法拉第未来拟于8月12日召开特别股东大会，寻求关键提案批准；加速推进其FF EAI机器人世界战略

06-25

$Faraday Future Intelligent Electric Inc(FFAI)$ 买这个的都是为了博一下那x10 x20的[笑哭]

去老虎APP查看更多动态

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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-10-13 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据外媒周二报道，ARK投资管理公司创始人凯茜·伍德“木头姐”新近表示，随着中国产能的不断增加，以剧烈周期性波动著称的存储芯片市场，波动性可能将会加剧。报告披露，尽管目前高带宽内存（HBM）需求依然强劲、行业整体呈上升趋势，但伍德指出，随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能，市场供应格局将受到冲击，从而加剧价格波动。目前，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和美光科技等传统巨头在先进存储和HBM领域占主导地位，但受市场环境影响，SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年股价自年内高点已分别回撤 51%、36%。在宏观与行业层面，伍德对中国科技行业保持谨慎。此外，她对当前的人工智能交易持乐观态度，不同意<a href=\"https://laohu8.com/S/600455\">博通</a>CEO关于市场热度已演变为投机泡沫的警告，坚信AI具备巨大的生产力提升潜力。此前，受美国半导体股抛售潮蔓延影响，全球科技股近期普遍承压下挫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4141":"半导体产品","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","SKHA":"Tradr 2X Long SK hynix Daily ETF","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","BK4544":"ARK 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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存储巨头，开盘大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-24 09:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.10jqka.com.cn/20260924/c680239340.shtml><strong>同花顺</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【导读】日本股市高开后快速拉升，芯片相关股票大幅上涨9月24日，日本股市高开后快速拉升。截至发稿，日经225（N225）指数涨1.59%，报66055.66点。日本芯片相关股票大幅上涨，软银集团股价上涨6.8%，Ibiden上涨14%，存储巨头铠侠上涨近4%。韩国股市今日休市。消息面上，有媒体援引知情人士透露，软银投资的二手车交易平台Carro正在考虑通过新加坡交易所全球上市板发行股票，此举可能使...</p>\n\n<a href=\"http://news.10jqka.com.cn/20260924/c680239340.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","SNDQ":"2倍做空SNDK ETF-Tradr","SCHA":"Schwab US Small-Cap ETF","BK4585":"ETF&股票定投概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SCHM":"Schwab U.S. Mid-Cap ETF","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SNDU":"2倍做多SNDK ETF-T-REX","SNXX":"2倍做多SNDK ETF-Tradr","OPTZ":"Optimize Strategy Index Etf","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","PTF":"Invesco Dorsey Wright Technology Momentum ETF","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4588":"碎股","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","SNDK":"闪迪","QQQG":"Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4112":"金融交易所和数据","BK4170":"电脑硬件、储存设备及电脑周边","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","DISK":"Tema Memory ETF","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","CNAV":"Mohr Company Nav ETF","NDAQ":"纳斯达克OMX交易所","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","FCUS":"PINNACLE FOCUSED OPPORTUNITIES ETF","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","TMSL":"T. Rowe Price Small-Mid Cap ETF","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","SG9999014039.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) INC","BCDF":"Horizon Kinetics Blockchain Development ETF","FSMD":"Fidelity Small-Mid Multifactor ETF","SNDC":"2倍做多SNDK ETF-Corgi","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","SG9999014005.SGD":"United Global Durable Equities Fund Acc SGD","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","SG9999014021.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) ACC","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","SNDG":"2倍做多SNDK ETF-Leverage Shares","SG9999014013.SGD":"United Global Durable Equities Fund Dis SGD"},"source_url":"http://news.10jqka.com.cn/20260924/c680239340.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2669302594","content_text":"【导读】日本股市高开后快速拉升，芯片相关股票大幅上涨9月24日，日本股市高开后快速拉升。截至发稿，日经225（N225）指数涨1.59%，报66055.66点。日本芯片相关股票大幅上涨，软银集团股价上涨6.8%，Ibiden上涨14%，存储巨头铠侠上涨近4%。韩国股市今日休市。消息面上，有媒体援引知情人士透露，软银投资的二手车交易平台Carro正在考虑通过新加坡交易所全球上市板发行股票，此举可能使其成为首家利用新加坡新规与纳斯达克（NDAQ）实现新加坡—纳斯达克（NDAQ）双重上市机制的企业。知情人士称，Carro已秘密提交美国IPO申请，近期也提交了在新加坡上市的相关文件。Carro的筹资规模可能在4亿至5亿美元之间，并计划在今年晚些时候或明年上半年实现双重上市。目前相关讨论仍在进行中，潜在发行方案的具体细节可能发生变化。此外，软银集团将发行约111亿美元的优先票据，到期日为2030年至2034年。近日，日本存储巨头铠侠与美国闪存大厂闪迪（SNDK）宣布，计划在2032年前于日本市场共同投资超过310亿美元，用于技术升级与产能扩充。这项巨额资本支出将重点投向铠侠位于三重县四日市和岩手县北上市的晶圆厂，旨在加速推进次世代3D闪存技术的研发与量产。这一举措精准回应了人工智能（885728）数据中心在高速运算时对数据持久化存储的迫切需求，确保持续的数据存取能力不成为算力发展的瓶颈。","news_type":1,"symbols_score_info":{"QQQG":0.6,"BCDF":0.6,"OPTZ":0.6,"SCHM":0.6,"SNDQ":0.6,"NDAQ":1.81,"FSMD":0.6,"SNDC":0.6,"FCUS":0.6,"CNAV":0.6,"SCHA":0.6,"DISK":0.6,"SNDU":0.6,"SNXX":0.6,"COWG":0.6,"SNDK":1.79,"PTF":0.6,"SNDG":0.6,"TMSL":0.6}},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606972377567960,"gmtCreate":1789210135427,"gmtModify":1789210138260,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"长鑫发多少，","listText":"长鑫发多少，","text":"长鑫发多少，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606972377567960","repostId":"2666250342","repostType":2,"repost":{"id":"2666250342","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":1789188806,"share":"https://www.laohunote.com/m/news/2666250342?lang=zh_CN&edition=full","pubTime":"2026-09-12 12:53","market":"sh","language":"zh","title":"又见存储巨头“天量奖金”：美光最高发68个月奖金","url":"https://stock-news.laohu8.com/highlight/detail?id=2666250342","media":"华尔街见闻","summary":"美光科技宣布向中国台湾员工发放35至68个月薪酬的创纪录奖励，最低现金补偿170万新台币。然而，代表中国台湾约三分之二员工的桃园工会拒绝接受，坚持要求将15%营业利润纳入奖金分配，并维持罢工威胁。","content":"<html><head></head><body><p>美光科技宣布向中国台湾员工发放创纪录奖励，但工会拒绝接受并维持罢工威胁，劳资博弈进入关键阶段。</p>\n<p>美光科技周五宣布，<strong>中国台湾员工将获得相当于35至68个月薪酬的2026财年奖励，最低现金补偿为170万新台币（约合5.38万美元）。</strong></p>\n<p>美光指出，在经历了一个“对公司而言非凡的年份”后，全球超过6万名员工将获得2026财年的奖励，本次向员工发放的薪酬力度为历年来最高。</p>\n<p>然而，代表美光中国台湾约三分之二员工的桃园工会当日发表声明称，双方在持续谈判中尚未达成共识，<strong>工会仍要求将营业利润的15%拨作员工奖金</strong>，并警告称：</p>\n<blockquote>\n<p><strong>若公司不回应相关诉求，工会将继续推进罢工程序。</strong></p>\n</blockquote>\n<div>\n<h2>奖励方案细节</h2>\n</div>\n<p>根据美光披露的方案，2025年8月29日前入职的中国台湾员工将获得100万新台币（约合3.17万美元）的现金奖金。</p>\n<p><strong>对于初级工程师，总奖励平均达340万新台币，其中现金补偿平均约290万新台币，其余部分以股权授予价值计算。此外，所有员工还将获得年度股权授予。</strong></p>\n<p>美光在中国台湾约雇用1.5万名员工，中国台湾是其最重要的生产基地之一，公司已在台累计投资逾1.6万亿新台币。</p>\n<p><strong>工会迄今坚持的核心诉求是将15%营业利润纳入员工奖金分配机制，与美光现行方案之间仍存在明显分歧。</strong></p>\n<p><strong>美光此番举措，在一定程度上是为规避重蹈韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的覆辙。</strong></p>\n<p>据报道，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年5月曾面临多达4.8万名工会成员发起18天罢工的威胁，最终在最后关头谈判达成协议，设立了相当于芯片部门营业利润10.5%的特别奖金池，方才化解危机。</p>\n<p>美光中国台湾工会此前亦明确指出，三星和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>的利润分享安排已拉大美光员工与韩国同行之间的薪酬差距，此为此次劳资纠纷的核心背景之一。</p>\n<p>对于存储芯片市场而言，中国台湾作为美光核心生产基地的稳定性至关重要。劳动争议若持续升级乃至演变为实际罢工行动，将对美光的生产节奏和供应链造成直接影响，进而波及全球存储芯片供给格局。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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又见存储巨头“天量奖金”：美光最高发68个月奖金\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\">2026-09-12 12:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美光科技宣布向中国台湾员工发放创纪录奖励，但工会拒绝接受并维持罢工威胁，劳资博弈进入关键阶段。</p>\n<p>美光科技周五宣布，<strong>中国台湾员工将获得相当于35至68个月薪酬的2026财年奖励，最低现金补偿为170万新台币（约合5.38万美元）。</strong></p>\n<p>美光指出，在经历了一个“对公司而言非凡的年份”后，全球超过6万名员工将获得2026财年的奖励，本次向员工发放的薪酬力度为历年来最高。</p>\n<p>然而，代表美光中国台湾约三分之二员工的桃园工会当日发表声明称，双方在持续谈判中尚未达成共识，<strong>工会仍要求将营业利润的15%拨作员工奖金</strong>，并警告称：</p>\n<blockquote>\n<p><strong>若公司不回应相关诉求，工会将继续推进罢工程序。</strong></p>\n</blockquote>\n<div>\n<h2>奖励方案细节</h2>\n</div>\n<p>根据美光披露的方案，2025年8月29日前入职的中国台湾员工将获得100万新台币（约合3.17万美元）的现金奖金。</p>\n<p><strong>对于初级工程师，总奖励平均达340万新台币，其中现金补偿平均约290万新台币，其余部分以股权授予价值计算。此外，所有员工还将获得年度股权授予。</strong></p>\n<p>美光在中国台湾约雇用1.5万名员工，中国台湾是其最重要的生产基地之一，公司已在台累计投资逾1.6万亿新台币。</p>\n<p><strong>工会迄今坚持的核心诉求是将15%营业利润纳入员工奖金分配机制，与美光现行方案之间仍存在明显分歧。</strong></p>\n<p><strong>美光此番举措，在一定程度上是为规避重蹈韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的覆辙。</strong></p>\n<p>据报道，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年5月曾面临多达4.8万名工会成员发起18天罢工的威胁，最终在最后关头谈判达成协议，设立了相当于芯片部门营业利润10.5%的特别奖金池，方才化解危机。</p>\n<p>美光中国台湾工会此前亦明确指出，三星和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>的利润分享安排已拉大美光员工与韩国同行之间的薪酬差距，此为此次劳资纠纷的核心背景之一。</p>\n<p>对于存储芯片市场而言，中国台湾作为美光核心生产基地的稳定性至关重要。劳动争议若持续升级乃至演变为实际罢工行动，将对美光的生产节奏和供应链造成直接影响，进而波及全球存储芯片供给格局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BAI":"iShares A.I. 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23:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nDell Technologies Inc.的高管Michael & Susan Dell Foundation拟于美东时间2026年9月3日出售245.98万股Class C普通股票，总市值约12.48亿美元。过去3个月内，Michael & Susan Dell Foundation未发生过减持。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166187218","content_text":"Dell Technologies Inc.的高管Michael & Susan Dell Foundation拟于美东时间2026年9月3日出售245.98万股Class C普通股票，总市值约12.48亿美元。过去3个月内，Michael & Susan Dell 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跟不用老美自己的部件似的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580049789300736","repostId":"2646391996","repostType":2,"repost":{"id":"2646391996","kind":"news","pubTimestamp":1782541560,"share":"https://www.laohunote.com/m/news/2646391996?lang=zh_CN&edition=full","pubTime":"2026-06-27 14:26","market":"us","language":"zh","title":"外媒：苹果寻求获准从长鑫存储购买内存芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2646391996","media":"市场资讯","summary":"若能将长鑫存储纳入内存供应链，将缓解苹果受上游供应商挤压的困境。海外内存芯片行业高度集中，仅存三家巨头。报道称，2023年全球内存供给过剩，DRAM价格暴跌，苹果等终端厂商借此囤积了大量低价库存。6月12日，中国证监会同意长鑫科技集团股份有限公司首次公开发行股票的注册申请。","content":"<html><head></head><body><p style=\"text-align: left;\">据英国《金融时报》27日报道，六位知情人士透露，为缓解内存芯片涨价带来的成本压力，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司正向美国政府游说，希望获批采购中国半导体企业长鑫存储（CXMT）的内存芯片。</p><p style=\"text-align: left;\">本周四苹果罕见上调MacBook与iPad售价，公司市值单日蒸发2630亿美元，创下史上第二大单日跌幅。苹果将涨价归咎于“难以承受”的内存价格，并表示会把成本转嫁给消费者，此前多家消费电子厂商已采取同类调价措施。</p><p style=\"text-align: left;\">若能将长鑫存储纳入内存供应链，将缓解苹果受上游供应商挤压的困境。</p><p style=\"text-align: left;\">海外内存芯片行业高度集中，仅存三家巨头。苹果设备所用DRAM内存，目前主要依靠美国<a href=\"https://laohu8.com/S/MU\">美光科技</a>、韩国三星与SK海力士供应。</p><p style=\"text-align: left;\">报道称，2023年全球内存供给过剩，DRAM价格暴跌，苹果等终端厂商借此囤积了大量低价库存。但过去三年人工智能热潮彻底扭转了存储厂商的经营处境：各大科技巨头投入数千亿美元搭建AI基础设施，高端高带宽内存（HBM）需求暴涨，直接导致消费电子领域的传统内存持续紧缺。</p><p style=\"text-align: left;\">6月12日，中国证监会同意长鑫科技集团股份有限公司首次公开发行股票的注册申请。</p><p style=\"text-align: left;\">本次IPO，长鑫科技拟募集资金总额为295亿元，是科创板史上第二大IPO，仅次于<a href=\"https://laohu8.com/S/688981\">中芯国际</a>（首发募资532.3亿元）。</p><p style=\"text-align: left;\">最新数据显示，2026年第一季度，长鑫科技营收508亿元，同比增长719.13%；归母净利润247.62亿元，同比增长1688.30%；公司预计2026年上半年营收1100亿元至1200亿元，同比增长612.53%至677.31%；归母净利润500亿至570亿元，同比增长2244.03%至2544.19%。</p><p style=\"text-align: left;\"></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>外媒：苹果寻求获准从长鑫存储购买内存芯片</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; 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}\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外媒：苹果寻求获准从长鑫存储购买内存芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-27 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2026-06-27/doc-inievreq0089421.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据英国《金融时报》27日报道，六位知情人士透露，为缓解内存芯片涨价带来的成本压力，苹果公司正向美国政府游说，希望获批采购中国半导体企业长鑫存储（CXMT）的内存芯片。本周四苹果罕见上调MacBook与iPad售价，公司市值单日蒸发2630亿美元，创下史上第二大单日跌幅。苹果将涨价归咎于“难以承受”的内存价格，并表示会把成本转嫁给消费者，此前多家消费电子厂商已采取同类调价措施。若能将长鑫存储纳入内存...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-06-27/doc-inievreq0089421.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/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE 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12:53","market":"sh","language":"zh","title":"又见存储巨头“天量奖金”：美光最高发68个月奖金","url":"https://stock-news.laohu8.com/highlight/detail?id=2666250342","media":"华尔街见闻","summary":"美光科技宣布向中国台湾员工发放35至68个月薪酬的创纪录奖励，最低现金补偿170万新台币。然而，代表中国台湾约三分之二员工的桃园工会拒绝接受，坚持要求将15%营业利润纳入奖金分配，并维持罢工威胁。","content":"<html><head></head><body><p>美光科技宣布向中国台湾员工发放创纪录奖励，但工会拒绝接受并维持罢工威胁，劳资博弈进入关键阶段。</p>\n<p>美光科技周五宣布，<strong>中国台湾员工将获得相当于35至68个月薪酬的2026财年奖励，最低现金补偿为170万新台币（约合5.38万美元）。</strong></p>\n<p>美光指出，在经历了一个“对公司而言非凡的年份”后，全球超过6万名员工将获得2026财年的奖励，本次向员工发放的薪酬力度为历年来最高。</p>\n<p>然而，代表美光中国台湾约三分之二员工的桃园工会当日发表声明称，双方在持续谈判中尚未达成共识，<strong>工会仍要求将营业利润的15%拨作员工奖金</strong>，并警告称：</p>\n<blockquote>\n<p><strong>若公司不回应相关诉求，工会将继续推进罢工程序。</strong></p>\n</blockquote>\n<div>\n<h2>奖励方案细节</h2>\n</div>\n<p>根据美光披露的方案，2025年8月29日前入职的中国台湾员工将获得100万新台币（约合3.17万美元）的现金奖金。</p>\n<p><strong>对于初级工程师，总奖励平均达340万新台币，其中现金补偿平均约290万新台币，其余部分以股权授予价值计算。此外，所有员工还将获得年度股权授予。</strong></p>\n<p>美光在中国台湾约雇用1.5万名员工，中国台湾是其最重要的生产基地之一，公司已在台累计投资逾1.6万亿新台币。</p>\n<p><strong>工会迄今坚持的核心诉求是将15%营业利润纳入员工奖金分配机制，与美光现行方案之间仍存在明显分歧。</strong></p>\n<p><strong>美光此番举措，在一定程度上是为规避重蹈韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的覆辙。</strong></p>\n<p>据报道，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年5月曾面临多达4.8万名工会成员发起18天罢工的威胁，最终在最后关头谈判达成协议，设立了相当于芯片部门营业利润10.5%的特别奖金池，方才化解危机。</p>\n<p>美光中国台湾工会此前亦明确指出，三星和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>的利润分享安排已拉大美光员工与韩国同行之间的薪酬差距，此为此次劳资纠纷的核心背景之一。</p>\n<p>对于存储芯片市场而言，中国台湾作为美光核心生产基地的稳定性至关重要。劳动争议若持续升级乃至演变为实际罢工行动，将对美光的生产节奏和供应链造成直接影响，进而波及全球存储芯片供给格局。</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>又见存储巨头“天量奖金”：美光最高发68个月奖金</title>\n<style 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}\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又见存储巨头“天量奖金”：美光最高发68个月奖金\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\">2026-09-12 12:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美光科技宣布向中国台湾员工发放创纪录奖励，但工会拒绝接受并维持罢工威胁，劳资博弈进入关键阶段。</p>\n<p>美光科技周五宣布，<strong>中国台湾员工将获得相当于35至68个月薪酬的2026财年奖励，最低现金补偿为170万新台币（约合5.38万美元）。</strong></p>\n<p>美光指出，在经历了一个“对公司而言非凡的年份”后，全球超过6万名员工将获得2026财年的奖励，本次向员工发放的薪酬力度为历年来最高。</p>\n<p>然而，代表美光中国台湾约三分之二员工的桃园工会当日发表声明称，双方在持续谈判中尚未达成共识，<strong>工会仍要求将营业利润的15%拨作员工奖金</strong>，并警告称：</p>\n<blockquote>\n<p><strong>若公司不回应相关诉求，工会将继续推进罢工程序。</strong></p>\n</blockquote>\n<div>\n<h2>奖励方案细节</h2>\n</div>\n<p>根据美光披露的方案，2025年8月29日前入职的中国台湾员工将获得100万新台币（约合3.17万美元）的现金奖金。</p>\n<p><strong>对于初级工程师，总奖励平均达340万新台币，其中现金补偿平均约290万新台币，其余部分以股权授予价值计算。此外，所有员工还将获得年度股权授予。</strong></p>\n<p>美光在中国台湾约雇用1.5万名员工，中国台湾是其最重要的生产基地之一，公司已在台累计投资逾1.6万亿新台币。</p>\n<p><strong>工会迄今坚持的核心诉求是将15%营业利润纳入员工奖金分配机制，与美光现行方案之间仍存在明显分歧。</strong></p>\n<p><strong>美光此番举措，在一定程度上是为规避重蹈韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的覆辙。</strong></p>\n<p>据报道，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年5月曾面临多达4.8万名工会成员发起18天罢工的威胁，最终在最后关头谈判达成协议，设立了相当于芯片部门营业利润10.5%的特别奖金池，方才化解危机。</p>\n<p>美光中国台湾工会此前亦明确指出，三星和<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>的利润分享安排已拉大美光员工与韩国同行之间的薪酬差距，此为此次劳资纠纷的核心背景之一。</p>\n<p>对于存储芯片市场而言，中国台湾作为美光核心生产基地的稳定性至关重要。劳动争议若持续升级乃至演变为实际罢工行动，将对美光的生产节奏和供应链造成直接影响，进而波及全球存储芯片供给格局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BAI":"iShares A.I. 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还有几个人能上当啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591491840718144","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"197865843806300","authorId":"197865843806300","name":"2e4db520","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"197865843806300","authorIdStr":"197865843806300"},"content":"一拉，又有韭菜主动献身的","text":"一拉，又有韭菜主动献身的","html":"一拉，又有韭菜主动献身的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562033773597016,"gmtCreate":1778247066889,"gmtModify":1778247068767,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 要不要这么离谱……","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 要不要这么离谱……","text":"$美光科技(MU)$ 要不要这么离谱……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/562033773597016","isVote":1,"tweetType":1,"viewCount":3546,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558129441615288","authorId":"3558129441615288","name":"好韭不贱贱","avatar":"https://static.tigerbbs.com/cf9062908d1bfdf99b3652671f2028d3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3558129441615288","authorIdStr":"3558129441615288"},"content":"游戏还没结束，谁都不想信自己是最后一棒[笑哭]","text":"游戏还没结束，谁都不想信自己是最后一棒[笑哭]","html":"游戏还没结束，谁都不想信自己是最后一棒[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583242342798616,"gmtCreate":1783424652759,"gmtModify":1783424654497,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"合股被，还能有什么","listText":"合股被，还能有什么","text":"合股被，还能有什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583242342798616","repostId":"1100895043","repostType":2,"repost":{"id":"1100895043","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1783026243,"share":"https://www.laohunote.com/m/news/1100895043?lang=zh_CN&edition=full","pubTime":"2026-07-03 05:04","market":"us","language":"zh","title":"法拉第未来拟于8月12日召开特别股东大会，寻求关键提案批准；加速推进其FF EAI机器人世界战略","url":"https://stock-news.laohu8.com/highlight/detail?id=1100895043","media":"美股速递","summary":"法拉第未来智能电气公司宣布，将于8月12日召开特别股东大会，旨在寻求股东对一系列关键提案的批准。此举旨在为公司核心战略举措提供支持，并进一步加速其“FF EAI机器人世界”计划的执行与落地。","content":"<p>法拉第未来智能电气公司宣布，将于8月12日召开特别股东大会，旨在寻求股东对一系列关键提案的批准。此举旨在为公司核心战略举措提供支持，并进一步加速其“FF EAI机器人世界”计划的执行与落地。</p>","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>法拉第未来拟于8月12日召开特别股东大会，寻求关键提案批准；加速推进其FF EAI机器人世界战略</title>\n<style 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05:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>法拉第未来智能电气公司宣布，将于8月12日召开特别股东大会，旨在寻求股东对一系列关键提案的批准。此举旨在为公司核心战略举措提供支持，并进一步加速其“FF EAI机器人世界”计划的执行与落地。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFAI":"Faraday Future Intelligent Electric Inc","BK4099":"汽车制造商"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100895043","content_text":"法拉第未来智能电气公司宣布，将于8月12日召开特别股东大会，旨在寻求股东对一系列关键提案的批准。此举旨在为公司核心战略举措提供支持，并进一步加速其“FF EAI机器人世界”计划的执行与落地。","news_type":1,"symbols_score_info":{"FFAI":1}},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579060211429440,"gmtCreate":1782402207260,"gmtModify":1782403052249,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 买这个的都是为了博一下那x10 x20的[笑哭]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 买这个的都是为了博一下那x10 x20的[笑哭]&nbsp;&nbsp;","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 买这个的都是为了博一下那x10 x20的[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/579060211429440","isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}