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Maxr
11-11
说说你对这篇新闻的看法...
存储芯片需求强劲+产能扩张有限，推动DRAM价格进入强劲上行周期
Maxr
09-15
说说你对这篇新闻的看法...
aTyr Pharma宣布Efzofitimod治疗肺结节病的第3期Efzo-Fit™研究顶线结果
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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>存储芯片需求强劲+产能扩张有限，推动DRAM价格进入强劲上行周期</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; 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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存储芯片需求强劲+产能扩张有限，推动DRAM价格进入强劲上行周期\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\">2025-11-11 09:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月11日，<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>、<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>双双涨超8%！存储芯片需求强劲+产能扩张有限，推动DRAM价格进入一个强劲的上行周期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fdeea8d307e7d9c151a7a068d2db6fa\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9b97c9f9b23de0f0b6e16e3d7af6913\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>瑞银近日发布的研究报告中指出，其最新的行业调查显示，2025年第四季度的DDR内存合同价格谈判正以积极势头进行，预计环比涨幅将达到21%或更高。报告明确表示，“DRAM供应商显然掌握了上风。”</p><p style=\"text-align: justify;\">基于强劲的价格前景，瑞银将SK海力士的12个月目标价从64万韩元上调至71万韩元，并维持其“买入”评级，称其为内存领域的“首选”。同时，三星电子的目标价也从11.8万韩元上调至12.8万韩元。瑞银因此上调了两家公司2026年及2027年的营收和盈利预测。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"07747":"南方两倍做多三星电子","07709":"南方两倍做多海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141671877","content_text":"11月11日，南方两倍做多三星电子、南方两倍做多海力士双双涨超8%！存储芯片需求强劲+产能扩张有限，推动DRAM价格进入一个强劲的上行周期。瑞银近日发布的研究报告中指出，其最新的行业调查显示，2025年第四季度的DDR内存合同价格谈判正以积极势头进行，预计环比涨幅将达到21%或更高。报告明确表示，“DRAM供应商显然掌握了上风。”基于强劲的价格前景，瑞银将SK海力士的12个月目标价从64万韩元上调至71万韩元，并维持其“买入”评级，称其为内存领域的“首选”。同时，三星电子的目标价也从11.8万韩元上调至12.8万韩元。瑞银因此上调了两家公司2026年及2027年的营收和盈利预测。","news_type":1,"symbols_score_info":{"07747":1,"07709":1}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478913148641608,"gmtCreate":1757940297820,"gmtModify":1757940449595,"author":{"id":"3558946730294467","authorId":"3558946730294467","name":"Maxr","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558946730294467","authorIdStr":"3558946730294467"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478913148641608","repostId":"1193378701","repostType":2,"repost":{"id":"1193378701","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":1757935859,"share":"https://www.laohu8.com/m/news/1193378701?lang=&edition=full","pubTime":"2025-09-15 19:30","market":"us","language":"zh","title":"aTyr Pharma宣布Efzofitimod治疗肺结节病的第3期Efzo-Fit™研究顶线结果","url":"https://stock-news.laohu8.com/highlight/detail?id=1193378701","media":"美股速递","summary":"aTyr Pharma宣布Efzofitimod治疗肺结节病的第3期Efzo-Fit™研究顶线结果","content":"<p>aTyr Pharma宣布Efzofitimod治疗肺结节病的第3期Efzo-Fit™研究顶线结果</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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