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帅帅的爸爸

帅帅的爸爸

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帅帅的爸爸

07-01

永远缺存储，大家快掏钱买啊

美光CEO高位减持，套现金额按披露区间估算超2600万美元

帅帅的爸爸

05-22

$闪迪(SNDK)$ 这特么完全就是随便喊价能骗一个算一个了

暴涨之后仍然低估？闪迪站上AI存储超级风口，多头喊出3000美元目标价

帅帅的爸爸

05-08

业绩大超预期股价却扑街，明摆着就是借利好出货

帅帅的爸爸

05-02

目标价简直成了可以随便写的数字

美银：将闪迪目标价上调至1550美元

帅帅的爸爸

2025-11-26

DS这个垃圾就不要拿出来和GG做对比了，一个用CUDA蒸馏CHATGPT出来的二道贩子，能和TPU从硬件到软件的底层逻辑媲美？

帅帅的爸爸

2025-11-12

$纳斯达克(.IXIC)$ 靠信仰的市场涨不动了

帅帅的爸爸

05-11

既然才开始，高管大手笔减持套现是在给散户们作慈善发钱？

帅帅的爸爸

05-11

$美光科技(MU)$ 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗

存储双雄美光和闪迪持续暴涨，估值却仍不到10倍

帅帅的爸爸

05-11

第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小

帅帅的爸爸

05-08

既然如此，请真金白银去抄底

@big龙:$闪迪(SNDK)$ 这些评论真有点无厘头。SNDK这波涨得这么猛，就回调了一天，一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。

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tg-width=\"751\" tg-height=\"448\"/><span></span></p><p style=\"text-align: left;\">为佐证这一判断，SemiAnalysis给出了一组具体数字：仅2026年上半年，Meta就已签约超过5GW的数据中心容量，涵盖云租赁和托管机房，这还不包括自建项目的全部进度。</p><p style=\"text-align: left;\">Meta目前在建规模最大的两座数据中心园区的卫星/航拍图——<strong>这两处园区合计在建容量就达2.5GW。</strong></p><p style=\"text-align: left;\">报告还顺带反驳了另一个流传甚广的市场叙事——“美国一半数据中心项目推迟、全国仅5GW在建”。SemiAnalysis表示：光是Meta的两座园区，就已经等于这个数字的一半，“这些标题完全是错的”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eae35affa2fe86b074063dc21d93756a\" data-align=\"center\" tg-width=\"755\" tg-height=\"623\"/><span></span></p><h2 style=\"text-align: left;\">四条出路：Meta为何可以持续押注算力</h2><p style=\"text-align: left;\">SemiAnalysis认为，市场之所以误判，<strong>是因为只看到了“卖算力”这个动作，没看到Meta为何有底气持续扩张。</strong></p><p style=\"text-align: left;\">报告梳理出四大高价值变现方向，每一条都与普通Neocloud的“裸金属IaaS”模式有本质区别。</p><p style=\"text-align: left;\"><strong>第一，前沿AI模型（MSL）仍是核心。</strong></p><p style=\"text-align: left;\">SemiAnalysis明确表示，Meta并没有放弃训练前沿模型。Meta超级智能实验室（Meta Superintelligence Labs，MSL）仍是增量算力的最大去向。报告称，团队目前对自身进展“感到兴奋”，后续将专门发布深度报告，评估MSL追赶Anthropic和OpenAI的胜算。</p><p style=\"text-align: left;\"><strong>第二，广告推荐系统（RecSys）：10倍扩容空间。</strong></p><p style=\"text-align: left;\">SemiAnalysis认为，<strong>Meta相信可以将广告推荐系统的复杂度扩大超过10倍，以此加速营收增长。这需要同时投入推理与训练算力。更大、更贵的RecSys模型</strong>，已经在驱动广告主支付更高价格的同时保持强劲的广告回报率（ROAS），也让用户在Meta系应用上花更多时间，扩大了可变现的广告展示面。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b3e7e9a8cbf6feaa70bcb07ce279bc64\" data-align=\"center\" tg-width=\"742\" tg-height=\"433\"/><span></span></p><p style=\"text-align: left;\"><strong>第三，类Bedrock的模型API服务。</strong></p><p style=\"text-align: left;\">SemiAnalysis独家披露，<strong>SemiAnalysis称Meta正处于与Anthropic签署协议的最终谈判阶段，将获得Claude的私有化部署权限，类似于<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>通过Bedrock获得Claude的方式，</strong>区别在于是在Meta自己的数据中心内运行。这意味着Meta未来不只卖自己的模型，还能把Claude打包进自己的算力和平台里对外提供服务。</p><p style=\"text-align: left;\">SemiAnalysis列出了三条变现路径：</p><ul><li><p style=\"text-align: left;\"><strong>内部使用：</strong>Meta自身需要Claude的token，而Anthropic的供给跟不上需求；私有实例还能提供更强的安全与隐私保障。</p></li><li><p style=\"text-align: left;\"><strong>对外售卖Claude服务：</strong>类似Bedrock的模式，Meta掌控从CPU到GPU到网络的完整技术栈，安全性高；但作为新进入者，建立企业客户关系是挑战。</p></li><li><p style=\"text-align: left;\"><strong>垂直整合，打造应用层：</strong>Meta是全球最大广告平台之一，有路径构建销售与营销领域的AI Agent产品，深度整合前沿模型。</p></li></ul><p style=\"text-align: left;\">SemiAnalysis还指出，向免费社交媒体用户及Meta硬件生态（如智能眼镜）分发模型，也是潜在选项，且对OpenAI和Anthropic而言具有高度战略价值，“他们很可能愿意做出让步，以换取进入这一分发渠道的机会”。</p><p style=\"text-align: left;\"><strong>第三、“SpaceX式”大宗算力租赁。马斯克造了个新市场，Meta要进来分一杯羹。</strong></p><p style=\"text-align: left;\">这是报告中最具冲击力的一个判断。</p><p style=\"text-align: left;\">SpaceX与Google签下的算力租赁协议让整个AI基础设施圈震惊——<strong>其定价是行业同类产品的4倍，与Anthropic的协议定价也是同行的3倍。</strong></p><p style=\"text-align: left;\">SemiAnalysis的AI Cloud TCO团队每年追踪数百个GPU云交易，掌握全球最完整的GPU定价数据库。他们的结论是：“我们从未见过如此规模、如此短期的协议。这份合同名义上是三年期，但双方均可在90天内取消——实际上就是一份自动续期的3个月合同。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/697988d249c2ad1a64108e9ddcb3a2b5\" data-align=\"center\" tg-width=\"712\" tg-height=\"452\"/><span></span></p><p style=\"text-align: left;\">为什么以前没人这么干？因为能这么干的公司极少。普通Neocloud需要多年期合同来覆盖融资成本，根本没有条件提供90天取消选项。三大超大规模云厂商（<a href=\"https://laohu8.com/S/MSFT\">微软</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>）技术上有能力做，但各自有更高价值的长期绑定策略——微软拿了OpenAI的股权和IP，亚马逊专注推广Bedrock和Trainium，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>做TPU和Vertex。</p><p style=\"text-align: left;\"><strong>结果就是，真正能复制SpaceX模式的公司，只剩两个：<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>和Meta。</strong></p><p style=\"text-align: left;\">SemiAnalysis对甲骨文的评价不客气：“这对甲骨文是一个重大打击。他们本可以把手里的几个GW算力变现得更好。”报告用甲骨文与SpaceX的估值走势对比来说明这种分化有多显著。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8b62111935a69131b414883a8585fea\" data-align=\"center\" tg-width=\"943\" tg-height=\"577\"/><span></span></p><p style=\"text-align: left;\"><strong>Meta的优势在哪里？算力多、构建快、可以随时取消合同。</strong></p><blockquote><p style=\"text-align: left;\">按每GW年收入500亿美元的定价，仅分配200MW给外部客户，就能带来每年超过100亿美元的收入，且利润率极高。而90天取消条款意味着，如果Meta超级智能实验室需要更多算力，随时可以收回来。</p></blockquote><p style=\"text-align: left;\">报告还点到了Meta的&#34;帐篷式&#34;超快速数据中心建造策略——SemiAnalysis去年率先追踪到这一设计，目前这类设施正在美国各地快速落地。快速上线、快速变现，与SpaceX模式高度契合。</p><p style=\"text-align: left;\">SemiAnalysis预计：<strong>Meta近期将宣布类似SpaceX的大客户算力租赁协议，最大可能的对象是Anthropic。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbb7a0a7769b1fd1301fb4bb9d3373e0\" data-align=\"center\" tg-width=\"957\" tg-height=\"703\"/><span></span></p><h2 style=\"text-align: left;\"><strong>“CFO的梦想”：高可选性让Meta越买越安心</strong></h2><p style=\"text-align: left;\">这是SemiAnalysis整篇报告最核心的逻辑之一。</p><p style=\"text-align: left;\">四条变现路径同时存在，意味着Meta的每一GW算力都有多个高价值出口。这不是“买多了要亏”，而是“买多了有得选”。</p><p style=\"text-align: left;\">报告原话是：<strong>“这基本上是CFO的梦想，让All-in算力变得非常容易。我们敢打赌，Susan（Meta CFO Susan Li）看到SpaceX算力协议的定价后，直接来了个180度转变！”</strong></p><p style=\"text-align: left;\">逻辑很直接：<strong>如果Meta超级智能实验室成功，算力全部自用，ROI最高；如果Meta超级智能实验室阶段性遇挫，可以拿出一部分算力走SpaceX模式或Bedrock模式，立刻产生高毛利收入；如果RecSys扩容低于预期，同样有其他出口消化。</strong></p><p style=\"text-align: left;\">这种高可选性还带来另一个效应：<strong>Meta完全可以继续向CoreWeave、Nebius等第三方Neocloud采购算力</strong>，因为即便把这些算力再“转包”出去，利润空间依然足够覆盖成本。</p><p style=\"text-align: left;\">SemiAnalysis在这里给了Neocloud投资者一颗定心丸——“Meta不会做毛利率只有30%的裸金属IaaS供应商，它所有的变现选项都是高价值的。这让它有足够的利润空间，在向外部客户提供算力的同时，继续向Neocloud采购容量来加速扩张。”</p><p style=\"text-align: left;\">换句话说，<strong>Meta更有可能是CoreWeave等公司RPO增长的重要来源，而不是竞争对手。</strong></p><h2 style=\"text-align: left;\"><strong>RecSys：最容易被忽视的算力变现引擎</strong></h2><p style=\"text-align: left;\">还有一个维度，是广告推荐系统。</p><p style=\"text-align: left;\">2022年末到2023年初，市场普遍认为Meta进入了增长成熟期。但随后几年，Meta的营收增长大幅提速。SemiAnalysis的判断是：GPU投入是关键触发因素。</p><p style=\"text-align: left;\">逻辑链条是：<strong>更大、更贵的RecSys模型 → 广告投放更精准 → 广告主愿意付更高价格 → 广告主ROAS（广告支出回报率）依然强劲 → 形成正向循环。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2e7d18662c731f26f175b50675c37c2\" data-align=\"center\" tg-width=\"946\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">同时，内容推荐系统的升级带动了用户在Meta系应用上的停留时长，进一步扩大了广告库存。</p><p style=\"text-align: left;\">那么，RecSys的AI扩容还能走多远？SemiAnalysis认为，Meta自己相信可以把模型复杂度再提升10倍以上。</p><p style=\"text-align: left;\">SemiAnalysis的核心结论清晰：Meta出租算力，不是因为算力买多了，而是因为算力多到可以同时支撑多个高价值战略，且每一个选项都足够有利可图。</p><p style=\"text-align: left;\">2027年的资本开支，将比市场预期高出很多。</p><p style=\"text-align: left;\">对投资者而言，这篇报告实际上在说：<strong>那波杀跌，可能是误判。</strong>但SemiAnalysis也留了一个重要的注脚：<strong>MSL能否真正追上Anthropic和OpenAI，仍是最大的不确定变量。</strong></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\" 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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\">\nSemiAnalysis驳斥“算力过剩论”：Meta算力扩张远超想象，明年资本开支将“高得惊人”\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\">2026-07-03 10:01</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;\">一则<a href=\"https://laohu8.com/S/META\">Meta</a>“卖算力”的消息重挫AI硬件板块，<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>单日跌13%、<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>跌15%，“算力过剩”的叙事迅速蔓延。</p><p style=\"text-align: left;\">但知名半导体研究机构SemiAnalysis认为，市场对Meta“出租算力=削减开支”的解读，是错的。7月3日，该机构发布解读报告称<strong>：</strong></p><blockquote><p style=\"text-align: left;\"><strong>“我们认为，这两种解读都是错误的，Meta的数据中心和算力采购会加速，而不是放缓。2027年的资本开支会高得惊人。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e27f2262030325474b29a4f3a89def2\" data-align=\"center\" tg-width=\"751\" tg-height=\"448\"/><span></span></p><p style=\"text-align: left;\">为佐证这一判断，SemiAnalysis给出了一组具体数字：仅2026年上半年，Meta就已签约超过5GW的数据中心容量，涵盖云租赁和托管机房，这还不包括自建项目的全部进度。</p><p style=\"text-align: left;\">Meta目前在建规模最大的两座数据中心园区的卫星/航拍图——<strong>这两处园区合计在建容量就达2.5GW。</strong></p><p style=\"text-align: left;\">报告还顺带反驳了另一个流传甚广的市场叙事——“美国一半数据中心项目推迟、全国仅5GW在建”。SemiAnalysis表示：光是Meta的两座园区，就已经等于这个数字的一半，“这些标题完全是错的”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eae35affa2fe86b074063dc21d93756a\" data-align=\"center\" tg-width=\"755\" tg-height=\"623\"/><span></span></p><h2 style=\"text-align: left;\">四条出路：Meta为何可以持续押注算力</h2><p style=\"text-align: left;\">SemiAnalysis认为，市场之所以误判，<strong>是因为只看到了“卖算力”这个动作，没看到Meta为何有底气持续扩张。</strong></p><p style=\"text-align: left;\">报告梳理出四大高价值变现方向，每一条都与普通Neocloud的“裸金属IaaS”模式有本质区别。</p><p style=\"text-align: left;\"><strong>第一，前沿AI模型（MSL）仍是核心。</strong></p><p style=\"text-align: left;\">SemiAnalysis明确表示，Meta并没有放弃训练前沿模型。Meta超级智能实验室（Meta Superintelligence Labs，MSL）仍是增量算力的最大去向。报告称，团队目前对自身进展“感到兴奋”，后续将专门发布深度报告，评估MSL追赶Anthropic和OpenAI的胜算。</p><p style=\"text-align: left;\"><strong>第二，广告推荐系统（RecSys）：10倍扩容空间。</strong></p><p style=\"text-align: left;\">SemiAnalysis认为，<strong>Meta相信可以将广告推荐系统的复杂度扩大超过10倍，以此加速营收增长。这需要同时投入推理与训练算力。更大、更贵的RecSys模型</strong>，已经在驱动广告主支付更高价格的同时保持强劲的广告回报率（ROAS），也让用户在Meta系应用上花更多时间，扩大了可变现的广告展示面。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b3e7e9a8cbf6feaa70bcb07ce279bc64\" data-align=\"center\" tg-width=\"742\" tg-height=\"433\"/><span></span></p><p style=\"text-align: left;\"><strong>第三，类Bedrock的模型API服务。</strong></p><p style=\"text-align: left;\">SemiAnalysis独家披露，<strong>SemiAnalysis称Meta正处于与Anthropic签署协议的最终谈判阶段，将获得Claude的私有化部署权限，类似于<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>通过Bedrock获得Claude的方式，</strong>区别在于是在Meta自己的数据中心内运行。这意味着Meta未来不只卖自己的模型，还能把Claude打包进自己的算力和平台里对外提供服务。</p><p style=\"text-align: left;\">SemiAnalysis列出了三条变现路径：</p><ul><li><p style=\"text-align: left;\"><strong>内部使用：</strong>Meta自身需要Claude的token，而Anthropic的供给跟不上需求；私有实例还能提供更强的安全与隐私保障。</p></li><li><p style=\"text-align: left;\"><strong>对外售卖Claude服务：</strong>类似Bedrock的模式，Meta掌控从CPU到GPU到网络的完整技术栈，安全性高；但作为新进入者，建立企业客户关系是挑战。</p></li><li><p style=\"text-align: left;\"><strong>垂直整合，打造应用层：</strong>Meta是全球最大广告平台之一，有路径构建销售与营销领域的AI Agent产品，深度整合前沿模型。</p></li></ul><p style=\"text-align: left;\">SemiAnalysis还指出，向免费社交媒体用户及Meta硬件生态（如智能眼镜）分发模型，也是潜在选项，且对OpenAI和Anthropic而言具有高度战略价值，“他们很可能愿意做出让步，以换取进入这一分发渠道的机会”。</p><p style=\"text-align: left;\"><strong>第三、“SpaceX式”大宗算力租赁。马斯克造了个新市场，Meta要进来分一杯羹。</strong></p><p style=\"text-align: left;\">这是报告中最具冲击力的一个判断。</p><p style=\"text-align: left;\">SpaceX与Google签下的算力租赁协议让整个AI基础设施圈震惊——<strong>其定价是行业同类产品的4倍，与Anthropic的协议定价也是同行的3倍。</strong></p><p style=\"text-align: left;\">SemiAnalysis的AI Cloud TCO团队每年追踪数百个GPU云交易，掌握全球最完整的GPU定价数据库。他们的结论是：“我们从未见过如此规模、如此短期的协议。这份合同名义上是三年期，但双方均可在90天内取消——实际上就是一份自动续期的3个月合同。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/697988d249c2ad1a64108e9ddcb3a2b5\" data-align=\"center\" tg-width=\"712\" tg-height=\"452\"/><span></span></p><p style=\"text-align: left;\">为什么以前没人这么干？因为能这么干的公司极少。普通Neocloud需要多年期合同来覆盖融资成本，根本没有条件提供90天取消选项。三大超大规模云厂商（<a href=\"https://laohu8.com/S/MSFT\">微软</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>）技术上有能力做，但各自有更高价值的长期绑定策略——微软拿了OpenAI的股权和IP，亚马逊专注推广Bedrock和Trainium，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>做TPU和Vertex。</p><p style=\"text-align: left;\"><strong>结果就是，真正能复制SpaceX模式的公司，只剩两个：<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>和Meta。</strong></p><p style=\"text-align: left;\">SemiAnalysis对甲骨文的评价不客气：“这对甲骨文是一个重大打击。他们本可以把手里的几个GW算力变现得更好。”报告用甲骨文与SpaceX的估值走势对比来说明这种分化有多显著。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8b62111935a69131b414883a8585fea\" data-align=\"center\" tg-width=\"943\" tg-height=\"577\"/><span></span></p><p style=\"text-align: left;\"><strong>Meta的优势在哪里？算力多、构建快、可以随时取消合同。</strong></p><blockquote><p style=\"text-align: left;\">按每GW年收入500亿美元的定价，仅分配200MW给外部客户，就能带来每年超过100亿美元的收入，且利润率极高。而90天取消条款意味着，如果Meta超级智能实验室需要更多算力，随时可以收回来。</p></blockquote><p style=\"text-align: left;\">报告还点到了Meta的&#34;帐篷式&#34;超快速数据中心建造策略——SemiAnalysis去年率先追踪到这一设计，目前这类设施正在美国各地快速落地。快速上线、快速变现，与SpaceX模式高度契合。</p><p style=\"text-align: left;\">SemiAnalysis预计：<strong>Meta近期将宣布类似SpaceX的大客户算力租赁协议，最大可能的对象是Anthropic。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbb7a0a7769b1fd1301fb4bb9d3373e0\" data-align=\"center\" tg-width=\"957\" tg-height=\"703\"/><span></span></p><h2 style=\"text-align: left;\"><strong>“CFO的梦想”：高可选性让Meta越买越安心</strong></h2><p style=\"text-align: left;\">这是SemiAnalysis整篇报告最核心的逻辑之一。</p><p style=\"text-align: left;\">四条变现路径同时存在，意味着Meta的每一GW算力都有多个高价值出口。这不是“买多了要亏”，而是“买多了有得选”。</p><p style=\"text-align: left;\">报告原话是：<strong>“这基本上是CFO的梦想，让All-in算力变得非常容易。我们敢打赌，Susan（Meta CFO Susan Li）看到SpaceX算力协议的定价后，直接来了个180度转变！”</strong></p><p style=\"text-align: left;\">逻辑很直接：<strong>如果Meta超级智能实验室成功，算力全部自用，ROI最高；如果Meta超级智能实验室阶段性遇挫，可以拿出一部分算力走SpaceX模式或Bedrock模式，立刻产生高毛利收入；如果RecSys扩容低于预期，同样有其他出口消化。</strong></p><p style=\"text-align: left;\">这种高可选性还带来另一个效应：<strong>Meta完全可以继续向CoreWeave、Nebius等第三方Neocloud采购算力</strong>，因为即便把这些算力再“转包”出去，利润空间依然足够覆盖成本。</p><p style=\"text-align: left;\">SemiAnalysis在这里给了Neocloud投资者一颗定心丸——“Meta不会做毛利率只有30%的裸金属IaaS供应商，它所有的变现选项都是高价值的。这让它有足够的利润空间，在向外部客户提供算力的同时，继续向Neocloud采购容量来加速扩张。”</p><p style=\"text-align: left;\">换句话说，<strong>Meta更有可能是CoreWeave等公司RPO增长的重要来源，而不是竞争对手。</strong></p><h2 style=\"text-align: left;\"><strong>RecSys：最容易被忽视的算力变现引擎</strong></h2><p style=\"text-align: left;\">还有一个维度，是广告推荐系统。</p><p style=\"text-align: left;\">2022年末到2023年初，市场普遍认为Meta进入了增长成熟期。但随后几年，Meta的营收增长大幅提速。SemiAnalysis的判断是：GPU投入是关键触发因素。</p><p style=\"text-align: left;\">逻辑链条是：<strong>更大、更贵的RecSys模型 → 广告投放更精准 → 广告主愿意付更高价格 → 广告主ROAS（广告支出回报率）依然强劲 → 形成正向循环。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2e7d18662c731f26f175b50675c37c2\" data-align=\"center\" tg-width=\"946\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">同时，内容推荐系统的升级带动了用户在Meta系应用上的停留时长，进一步扩大了广告库存。</p><p style=\"text-align: left;\">那么，RecSys的AI扩容还能走多远？SemiAnalysis认为，Meta自己相信可以把模型复杂度再提升10倍以上。</p><p style=\"text-align: left;\">SemiAnalysis的核心结论清晰：Meta出租算力，不是因为算力买多了，而是因为算力多到可以同时支撑多个高价值战略，且每一个选项都足够有利可图。</p><p style=\"text-align: left;\">2027年的资本开支，将比市场预期高出很多。</p><p style=\"text-align: left;\">对投资者而言，这篇报告实际上在说：<strong>那波杀跌，可能是误判。</strong>但SemiAnalysis也留了一个重要的注脚：<strong>MSL能否真正追上Anthropic和OpenAI，仍是最大的不确定变量。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a303bac682fd3dad2898605b1a3750c","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3776123","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648312637","content_text":"一则Meta“卖算力”的消息重挫AI硬件板块，CoreWeave单日跌13%、Nebius跌15%，“算力过剩”的叙事迅速蔓延。但知名半导体研究机构SemiAnalysis认为，市场对Meta“出租算力=削减开支”的解读，是错的。7月3日，该机构发布解读报告称：“我们认为，这两种解读都是错误的，Meta的数据中心和算力采购会加速，而不是放缓。2027年的资本开支会高得惊人。”为佐证这一判断，SemiAnalysis给出了一组具体数字：仅2026年上半年，Meta就已签约超过5GW的数据中心容量，涵盖云租赁和托管机房，这还不包括自建项目的全部进度。Meta目前在建规模最大的两座数据中心园区的卫星/航拍图——这两处园区合计在建容量就达2.5GW。报告还顺带反驳了另一个流传甚广的市场叙事——“美国一半数据中心项目推迟、全国仅5GW在建”。SemiAnalysis表示：光是Meta的两座园区，就已经等于这个数字的一半，“这些标题完全是错的”。四条出路：Meta为何可以持续押注算力SemiAnalysis认为，市场之所以误判，是因为只看到了“卖算力”这个动作，没看到Meta为何有底气持续扩张。报告梳理出四大高价值变现方向，每一条都与普通Neocloud的“裸金属IaaS”模式有本质区别。第一，前沿AI模型（MSL）仍是核心。SemiAnalysis明确表示，Meta并没有放弃训练前沿模型。Meta超级智能实验室（Meta Superintelligence Labs，MSL）仍是增量算力的最大去向。报告称，团队目前对自身进展“感到兴奋”，后续将专门发布深度报告，评估MSL追赶Anthropic和OpenAI的胜算。第二，广告推荐系统（RecSys）：10倍扩容空间。SemiAnalysis认为，Meta相信可以将广告推荐系统的复杂度扩大超过10倍，以此加速营收增长。这需要同时投入推理与训练算力。更大、更贵的RecSys模型，已经在驱动广告主支付更高价格的同时保持强劲的广告回报率（ROAS），也让用户在Meta系应用上花更多时间，扩大了可变现的广告展示面。第三，类Bedrock的模型API服务。SemiAnalysis独家披露，SemiAnalysis称Meta正处于与Anthropic签署协议的最终谈判阶段，将获得Claude的私有化部署权限，类似于Amazon通过Bedrock获得Claude的方式，区别在于是在Meta自己的数据中心内运行。这意味着Meta未来不只卖自己的模型，还能把Claude打包进自己的算力和平台里对外提供服务。SemiAnalysis列出了三条变现路径：内部使用：Meta自身需要Claude的token，而Anthropic的供给跟不上需求；私有实例还能提供更强的安全与隐私保障。对外售卖Claude服务：类似Bedrock的模式，Meta掌控从CPU到GPU到网络的完整技术栈，安全性高；但作为新进入者，建立企业客户关系是挑战。垂直整合，打造应用层：Meta是全球最大广告平台之一，有路径构建销售与营销领域的AI Agent产品，深度整合前沿模型。SemiAnalysis还指出，向免费社交媒体用户及Meta硬件生态（如智能眼镜）分发模型，也是潜在选项，且对OpenAI和Anthropic而言具有高度战略价值，“他们很可能愿意做出让步，以换取进入这一分发渠道的机会”。第三、“SpaceX式”大宗算力租赁。马斯克造了个新市场，Meta要进来分一杯羹。这是报告中最具冲击力的一个判断。SpaceX与Google签下的算力租赁协议让整个AI基础设施圈震惊——其定价是行业同类产品的4倍，与Anthropic的协议定价也是同行的3倍。SemiAnalysis的AI Cloud TCO团队每年追踪数百个GPU云交易，掌握全球最完整的GPU定价数据库。他们的结论是：“我们从未见过如此规模、如此短期的协议。这份合同名义上是三年期，但双方均可在90天内取消——实际上就是一份自动续期的3个月合同。”为什么以前没人这么干？因为能这么干的公司极少。普通Neocloud需要多年期合同来覆盖融资成本，根本没有条件提供90天取消选项。三大超大规模云厂商（微软、亚马逊、谷歌）技术上有能力做，但各自有更高价值的长期绑定策略——微软拿了OpenAI的股权和IP，亚马逊专注推广Bedrock和Trainium，谷歌做TPU和Vertex。结果就是，真正能复制SpaceX模式的公司，只剩两个：甲骨文和Meta。SemiAnalysis对甲骨文的评价不客气：“这对甲骨文是一个重大打击。他们本可以把手里的几个GW算力变现得更好。”报告用甲骨文与SpaceX的估值走势对比来说明这种分化有多显著。Meta的优势在哪里？算力多、构建快、可以随时取消合同。按每GW年收入500亿美元的定价，仅分配200MW给外部客户，就能带来每年超过100亿美元的收入，且利润率极高。而90天取消条款意味着，如果Meta超级智能实验室需要更多算力，随时可以收回来。报告还点到了Meta的\"帐篷式\"超快速数据中心建造策略——SemiAnalysis去年率先追踪到这一设计，目前这类设施正在美国各地快速落地。快速上线、快速变现，与SpaceX模式高度契合。SemiAnalysis预计：Meta近期将宣布类似SpaceX的大客户算力租赁协议，最大可能的对象是Anthropic。“CFO的梦想”：高可选性让Meta越买越安心这是SemiAnalysis整篇报告最核心的逻辑之一。四条变现路径同时存在，意味着Meta的每一GW算力都有多个高价值出口。这不是“买多了要亏”，而是“买多了有得选”。报告原话是：“这基本上是CFO的梦想，让All-in算力变得非常容易。我们敢打赌，Susan（Meta CFO Susan Li）看到SpaceX算力协议的定价后，直接来了个180度转变！”逻辑很直接：如果Meta超级智能实验室成功，算力全部自用，ROI最高；如果Meta超级智能实验室阶段性遇挫，可以拿出一部分算力走SpaceX模式或Bedrock模式，立刻产生高毛利收入；如果RecSys扩容低于预期，同样有其他出口消化。这种高可选性还带来另一个效应：Meta完全可以继续向CoreWeave、Nebius等第三方Neocloud采购算力，因为即便把这些算力再“转包”出去，利润空间依然足够覆盖成本。SemiAnalysis在这里给了Neocloud投资者一颗定心丸——“Meta不会做毛利率只有30%的裸金属IaaS供应商，它所有的变现选项都是高价值的。这让它有足够的利润空间，在向外部客户提供算力的同时，继续向Neocloud采购容量来加速扩张。”换句话说，Meta更有可能是CoreWeave等公司RPO增长的重要来源，而不是竞争对手。RecSys：最容易被忽视的算力变现引擎还有一个维度，是广告推荐系统。2022年末到2023年初，市场普遍认为Meta进入了增长成熟期。但随后几年，Meta的营收增长大幅提速。SemiAnalysis的判断是：GPU投入是关键触发因素。逻辑链条是：更大、更贵的RecSys模型 → 广告投放更精准 → 广告主愿意付更高价格 → 广告主ROAS（广告支出回报率）依然强劲 → 形成正向循环。同时，内容推荐系统的升级带动了用户在Meta系应用上的停留时长，进一步扩大了广告库存。那么，RecSys的AI扩容还能走多远？SemiAnalysis认为，Meta自己相信可以把模型复杂度再提升10倍以上。SemiAnalysis的核心结论清晰：Meta出租算力，不是因为算力买多了，而是因为算力多到可以同时支撑多个高价值战略，且每一个选项都足够有利可图。2027年的资本开支，将比市场预期高出很多。对投资者而言，这篇报告实际上在说：那波杀跌，可能是误判。但SemiAnalysis也留了一个重要的注脚：MSL能否真正追上Anthropic和OpenAI，仍是最大的不确定变量。","news_type":1,"symbols_score_info":{"AAPL":0.6,"GOOG":0.6,"TSLA":0.6,"MSFT":0.6,"YMAG":1.5,"MAGY":1.5,"BULZ":1.5,"META":0.6,"SOCL":1.5,"NVDA":0.6}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581155919642624,"gmtCreate":1782913022070,"gmtModify":1782913023998,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"Ai能活几年再说吧，谷歌已等着捡尸体了","listText":"Ai能活几年再说吧，谷歌已等着捡尸体了","text":"Ai能活几年再说吧，谷歌已等着捡尸体了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581155919642624","repostId":"580972797198984","repostType":1,"repost":{"id":580972797198984,"gmtCreate":1782869153062,"gmtModify":1782885256900,"author":{"id":"3459023715752256","authorId":"3459023715752256","name":"熊猫校长 Ming","avatar":"https://static.tigerbbs.com/d448af67332c14b1126ae724fc7a267c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3459023715752256","idStr":"3459023715752256"},"themes":[],"title":"韩国拼命扩产存储，我却第一次觉得：真的不够了。","htmlText":"昨天，韩国总统亲自站出来，把三星和海力士的两位掌门人请到身边，宣布了一件大事：未来五年，把韩国的存储产能，翻一倍。五千多亿美元，四座新工厂。 按常理，这是天大的利好 —— 存储厂要大干快上了。 可市场一点都没兴奋，反而掉头就跌：三星当天跌了近 5%，海力士盘中一度跌了 6%。所有人都在怕同一件事 —— 又要扩产、又要过剩、又要崩了。 可我脑子里冒出来的第一个念头，恰恰相反： 如果连韩国这么拼命地扩，都还不够呢？ 那这门生意里的规矩，可能就要倒过来了。 这不是周期重来。这是存储这门生意，第一次走进一个全新的剧本。 一、市场在怕什么 —— 这个怕，有三十年的记忆 先给这份恐慌一点尊重，因为它不是无理取闹。 过去三十年，存储是一门标准的\"看天吃饭\"的周期生意。它的剧本几乎每隔几年重演一次：需求旺 → 大家拼命扩产 → 等工厂建好，需求却退潮了 → 产能严重过剩 → 价格雪崩 → 全行业一起亏钱。 最惨的一次，谁先减产谁就先丢市场份额，于是谁都不敢减，眼睁睁看着价格跌穿成本，集体流血。 所以当\"总统带队、产能翻倍\"这几个字一出来，市场的肌肉记忆立刻就被勾起来了：又要扩产了，又要过剩了，又要崩了。 这个条件反射，来自三十年的真实伤疤。但这一次，有两件事，和过去都不一样了。 二、第一个不一样：产能翻倍，不等于供给翻倍 这是最反直觉、也最关键的一点。 你以为\"产能翻倍\"就是\"内存芯片多一倍\"？不是的。中间有一道巨大的损耗，把这个\"翻倍\"吃掉了一大半。 损耗来自一个名字很拗口、但道理很简单的东西 —— AI 用的高端内存（HBM），生产起来极其\"费料\"。 打个我们自己的比方。同样一块晶圆（造芯片的原材料），用来造普通内存，能造出一整块；可要拿去造 AI 用的 HBM，因为它要把十几层芯片像千层饼一样叠起来，造同样多的容量，要吃掉三到四块晶圆的料。 这不是我瞎说，这是美光自己披露的数字 ——","listText":"昨天，韩国总统亲自站出来，把三星和海力士的两位掌门人请到身边，宣布了一件大事：未来五年，把韩国的存储产能，翻一倍。五千多亿美元，四座新工厂。 按常理，这是天大的利好 —— 存储厂要大干快上了。 可市场一点都没兴奋，反而掉头就跌：三星当天跌了近 5%，海力士盘中一度跌了 6%。所有人都在怕同一件事 —— 又要扩产、又要过剩、又要崩了。 可我脑子里冒出来的第一个念头，恰恰相反： 如果连韩国这么拼命地扩，都还不够呢？ 那这门生意里的规矩，可能就要倒过来了。 这不是周期重来。这是存储这门生意，第一次走进一个全新的剧本。 一、市场在怕什么 —— 这个怕，有三十年的记忆 先给这份恐慌一点尊重，因为它不是无理取闹。 过去三十年，存储是一门标准的\"看天吃饭\"的周期生意。它的剧本几乎每隔几年重演一次：需求旺 → 大家拼命扩产 → 等工厂建好，需求却退潮了 → 产能严重过剩 → 价格雪崩 → 全行业一起亏钱。 最惨的一次，谁先减产谁就先丢市场份额，于是谁都不敢减，眼睁睁看着价格跌穿成本，集体流血。 所以当\"总统带队、产能翻倍\"这几个字一出来，市场的肌肉记忆立刻就被勾起来了：又要扩产了，又要过剩了，又要崩了。 这个条件反射，来自三十年的真实伤疤。但这一次，有两件事，和过去都不一样了。 二、第一个不一样：产能翻倍，不等于供给翻倍 这是最反直觉、也最关键的一点。 你以为\"产能翻倍\"就是\"内存芯片多一倍\"？不是的。中间有一道巨大的损耗，把这个\"翻倍\"吃掉了一大半。 损耗来自一个名字很拗口、但道理很简单的东西 —— AI 用的高端内存（HBM），生产起来极其\"费料\"。 打个我们自己的比方。同样一块晶圆（造芯片的原材料），用来造普通内存，能造出一整块；可要拿去造 AI 用的 HBM，因为它要把十几层芯片像千层饼一样叠起来，造同样多的容量，要吃掉三到四块晶圆的料。 这不是我瞎说，这是美光自己披露的数字 ——","text":"昨天，韩国总统亲自站出来，把三星和海力士的两位掌门人请到身边，宣布了一件大事：未来五年，把韩国的存储产能，翻一倍。五千多亿美元，四座新工厂。 按常理，这是天大的利好 —— 存储厂要大干快上了。 可市场一点都没兴奋，反而掉头就跌：三星当天跌了近 5%，海力士盘中一度跌了 6%。所有人都在怕同一件事 —— 又要扩产、又要过剩、又要崩了。 可我脑子里冒出来的第一个念头，恰恰相反： 如果连韩国这么拼命地扩，都还不够呢？ 那这门生意里的规矩，可能就要倒过来了。 这不是周期重来。这是存储这门生意，第一次走进一个全新的剧本。 一、市场在怕什么 —— 这个怕，有三十年的记忆 先给这份恐慌一点尊重，因为它不是无理取闹。 过去三十年，存储是一门标准的\"看天吃饭\"的周期生意。它的剧本几乎每隔几年重演一次：需求旺 → 大家拼命扩产 → 等工厂建好，需求却退潮了 → 产能严重过剩 → 价格雪崩 → 全行业一起亏钱。 最惨的一次，谁先减产谁就先丢市场份额，于是谁都不敢减，眼睁睁看着价格跌穿成本，集体流血。 所以当\"总统带队、产能翻倍\"这几个字一出来，市场的肌肉记忆立刻就被勾起来了：又要扩产了，又要过剩了，又要崩了。 这个条件反射，来自三十年的真实伤疤。但这一次，有两件事，和过去都不一样了。 二、第一个不一样：产能翻倍，不等于供给翻倍 这是最反直觉、也最关键的一点。 你以为\"产能翻倍\"就是\"内存芯片多一倍\"？不是的。中间有一道巨大的损耗，把这个\"翻倍\"吃掉了一大半。 损耗来自一个名字很拗口、但道理很简单的东西 —— AI 用的高端内存（HBM），生产起来极其\"费料\"。 打个我们自己的比方。同样一块晶圆（造芯片的原材料），用来造普通内存，能造出一整块；可要拿去造 AI 用的 HBM，因为它要把十几层芯片像千层饼一样叠起来，造同样多的容量，要吃掉三到四块晶圆的料。 这不是我瞎说，这是美光自己披露的数字 ——","images":[{"img":"https://static.tigerbbs.com/16228cefb307555b1c36749640d10f38","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580972797198984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581072877446680,"gmtCreate":1782893670086,"gmtModify":1782893672230,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"永远缺存储，大家快掏钱买啊","listText":"永远缺存储，大家快掏钱买啊","text":"永远缺存储，大家快掏钱买啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581072877446680","repostId":"1148084573","repostType":2,"repost":{"id":"1148084573","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":1782866963,"share":"https://www.laohu8.com/m/news/1148084573?lang=zh_CN&edition=full","pubTime":"2026-07-01 08:49","market":"us","language":"zh","title":"美光CEO高位减持，套现金额按披露区间估算超2600万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1148084573","media":"老虎资讯综合","summary":"美光科技总裁兼CEO Sanjay Mehrotra于2026年6月26日出售23,263股公司普通股，成交价格区间为每股1128.41美元至1169.96美元。按该价格区间估算，交易金额约为2625万美元至2722万美元。交易完成后，Mehrotra仍直接持有355,997股美光普通股。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">美光科技</a>总裁兼CEO Sanjay Mehrotra近期披露减持公司股份，于2026年6月26日出售美光普通股，交易价格区间为每股1128.41美元至1169.96美元。若按23,263股计算，对应减持金额约2625万美元至2722万美元。交易完成后，Mehrotra仍直接持有355,997股美光普通股。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1df085875401d60b81bd099e3ad5075d\" data-align=\"center\" tg-width=\"1009\" tg-height=\"578\"/><span></span></p><p style=\"text-align: left;\">此前，美光公布2026财年第三季度业绩，营收、EPS及毛利率均大幅超出市场预期，并给出强劲的第四财季指引。AI服务器、HBM、高端DRAM及数据中心存储需求持续增长，也推动市场进一步上调对存储行业景气度的预期，美光股价在财报后持续走高。</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>美光CEO高位减持，套现金额按披露区间估算超2600万美元</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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美光CEO高位减持，套现金额按披露区间估算超2600万美元\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\">2026-07-01 08:49</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;\"><a href=\"https://laohu8.com/S/MU\">美光科技</a>总裁兼CEO Sanjay Mehrotra近期披露减持公司股份，于2026年6月26日出售美光普通股，交易价格区间为每股1128.41美元至1169.96美元。若按23,263股计算，对应减持金额约2625万美元至2722万美元。交易完成后，Mehrotra仍直接持有355,997股美光普通股。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1df085875401d60b81bd099e3ad5075d\" data-align=\"center\" tg-width=\"1009\" tg-height=\"578\"/><span></span></p><p style=\"text-align: left;\">此前，美光公布2026财年第三季度业绩，营收、EPS及毛利率均大幅超出市场预期，并给出强劲的第四财季指引。AI服务器、HBM、高端DRAM及数据中心存储需求持续增长，也推动市场进一步上调对存储行业景气度的预期，美光股价在财报后持续走高。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUU":"2倍做多MU ETF-Direxion","MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148084573","content_text":"美光科技总裁兼CEO Sanjay Mehrotra近期披露减持公司股份，于2026年6月26日出售美光普通股，交易价格区间为每股1128.41美元至1169.96美元。若按23,263股计算，对应减持金额约2625万美元至2722万美元。交易完成后，Mehrotra仍直接持有355,997股美光普通股。此前，美光公布2026财年第三季度业绩，营收、EPS及毛利率均大幅超出市场预期，并给出强劲的第四财季指引。AI服务器、HBM、高端DRAM及数据中心存储需求持续增长，也推动市场进一步上调对存储行业景气度的预期，美光股价在财报后持续走高。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUU":0.6,"MU":2.1,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580407782323760,"gmtCreate":1782731293719,"gmtModify":1782737913405,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"华泰你这种在国内都没什么知名度，自身一堆问题的券商，到美股凑什么热闹","listText":"华泰你这种在国内都没什么知名度，自身一堆问题的券商，到美股凑什么热闹","text":"华泰你这种在国内都没什么知名度，自身一堆问题的券商，到美股凑什么热闹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580407782323760","repostId":"2647327928","repostType":2,"repost":{"id":"2647327928","kind":"live","pubTimestamp":1782724847,"share":"https://www.laohu8.com/m/news/2647327928?lang=zh_CN&edition=full","pubTime":"2026-06-29 17:20","market":"us","language":"zh","title":"华泰证券维持美光科技“买入”评级，目标价1800美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2647327928","media":"智通财经","summary":"华泰证券维持美光科技“买入”评级，目标价1800美元。","content":"<html><body><div>\n<div>\r\n                  华泰证券维持美光科技“买入”评级，目标价1800美元。                </div>\n</div></body></html>","source":"live_zhitongcaijing","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>华泰证券维持美光科技“买入”评级，目标价1800美元。</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华泰证券维持美光科技“买入”评级，目标价1800美元。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-29 17:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华泰证券维持美光科技“买入”评级，目标价1800美元。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601688":"华泰证券","BK1147":"投资银行业与经纪业","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4579":"人工智能","MUD":"1倍做空MU ETF-Direxion","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","MULL":"2倍做多MU ETF-GraniteShares","BK4575":"芯片概念","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4585":"ETF&股票定投概念","LU0081259029.USD":"UBS (LUX) 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ACC"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2647327928","content_text":"华泰证券维持美光科技“买入”评级，目标价1800美元。","news_type":1,"symbols_score_info":{"601688":1.89,"06886":1.89,"MUD":0.6,"MULL":0.6,"MUU":0.6,"MU":1.97}},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579608552260648,"gmtCreate":1782536135762,"gmtModify":1782539587640,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"如果按这个逻辑，美光把石英加工一下就敢卖50美元，简直是胆大包天","listText":"如果按这个逻辑，美光把石英加工一下就敢卖50美元，简直是胆大包天","text":"如果按这个逻辑，美光把石英加工一下就敢卖50美元，简直是胆大包天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579608552260648","repostId":"2646539698","repostType":2,"repost":{"id":"2646539698","kind":"live","pubTimestamp":1782522250,"share":"https://www.laohu8.com/m/news/2646539698?lang=zh_CN&edition=full","pubTime":"2026-06-27 09:04","market":"us","language":"zh","title":"美光高管怒怼苹果定价模式：芯片成本涨45美元，终端加价250美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2646539698","media":"格隆汇","summary":"社交媒体上海外财经投资类网红账号爆出美光科技高管公开吐槽苹果定价模式：十多年来，苹果长期以5美元采购存储芯片，简单封装后，以99美元的存储升级价卖给消费者，还嘲笑美光想把单价涨到7美元。如今芯片采购价","content":"<html><head></head><body><p style=\"text-align: left;\">社交媒体上海外财经投资类网红账号爆出美光科技高管公开吐槽苹果定价模式：十多年来，苹果长期以5美元采购存储芯片，简单封装后，以99美元的存储升级价卖给消费者，还嘲笑美光想把单价涨到7美元。如今芯片采购价涨到50美元，苹果直接向消费者加价250美元，把成本压力成倍转嫁给用户。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d4b1ffd282b1894e409447c24a9e1e\" data-align=\"center\" tg-width=\"1260\" tg-height=\"1849\"/><span></span></p></body></html>","source":"live_gelonghui","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\" 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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美光高管怒怼苹果定价模式：芯片成本涨45美元，终端加价250美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-27 09:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>社交媒体上海外财经投资类网红账号爆出美光科技高管公开吐槽苹果定价模式：十多年来，苹果长期以5美元采购存储芯片，简单封装后，以99美元的存储升级价卖给消费者，还嘲笑美光想把单价涨到7美元。如今芯片采购价涨到50美元，苹果直接向消费者加价250美元，把成本压力成倍转嫁给用户。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/71d4b1ffd282b1894e409447c24a9e1e","relate_stocks":{"LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","AAPU":"2倍做多AAPL ETF-Direxion","BK4527":"明星科技股","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) 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href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 现在股神这么多了，公开喊人来结货","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 现在股神这么多了，公开喊人来结货","text":"$SpaceX(SPCX)$ 现在股神这么多了，公开喊人来结货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576222340285352","repostId":"1144832502","repostType":2,"repost":{"id":"1144832502","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":1781611255,"share":"https://www.laohu8.com/m/news/1144832502?lang=zh_CN&edition=full","pubTime":"2026-06-16 20:00","market":"sh","language":"zh","title":"美股盘前｜SpaceX续涨、西部数据与希捷科技开盘有望新高；“新股神”Serenity：美光科技看起来像下一个英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1144832502","media":"老虎资讯综合","summary":"热门股盘前表现活跃。SpaceX概念股SPCX续升5.27%，延续近期强势；存储双雄西部数据、希捷科技分别跃升9.48%与7.37%，反映硬盘供给紧张预期；在并购预期提振下，高通上涨4.79%，美光科技续涨3.04%。与此同时，半导体链仍为盘前涨幅集中区，带动相关ETF如SOXL、DRAM上行。","content":"<html><head></head><body><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月16日，美股三大期指微幅走强。</strong>道琼斯指数期货最新报52,198点，涨0.13%；标普500指数期货报7633.50点，涨0.09%；纳斯达克100指数期货报20946点，涨0.26%。在美债收益率下行和亚太央行政策信号交织之际，市场等待后续宏观指引，风险偏好保持温和。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d658579726dd98cf50afaf44b25d2b5\" data-align=\"center\" tg-width=\"474\" tg-height=\"110\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股盘前表现活跃。</strong>SpaceX概念股<strong>SPCX</strong>续升5.27%，延续近期强势；存储双雄<strong>西部数据</strong>、<strong>希捷科技</strong>分别跃升9.48%与7.37%，反映硬盘供给紧张预期；在并购预期提振下，<strong>高通</strong>上涨4.79%，<strong>美光科技</strong>续涨3.04%。与此同时，半导体链仍为盘前涨幅集中区，带动相关ETF如<strong>SOXL</strong>、<strong>DRAM</strong>上行。</p><p style=\"text-align: left;\"><strong>中概股偏弱。</strong>代表性个股中，<strong>阿里巴巴</strong>下跌2.56%，<strong>百度</strong>回落3.22%，<strong>京东</strong>、<strong>拼多多</strong>亦小幅走低；新能源汽车板块中，<strong>蔚来</strong>及<strong>理想汽车</strong>分别回落近2%，<strong>小鹏集团</strong>跌近3%。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月16日十年美债收益率下降0.57%，最新收益率为4.44%。</strong></p><p style=\"text-align: left;\"><strong>6月16日美元兑离岸人民币上升0.0103%，报6.81；美元兑港币下降0.0172%，报7.83。</strong></p><p style=\"text-align: left;\"><strong>6月16日美元指数下降0.0341%，报99.64。</strong></p><p style=\"text-align: left;\"><strong>6月16日美原油主连期货下降2.72%，报77.28美元/桶；纽约金主连期货上升0.22%，报4,361.10美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>“新股神”Serenity：美光科技看起来像下一个英伟达</strong></p><p style=\"text-align: left;\">“新股神”Serenity在X平台发帖称，美光科技看起来就像是下一个英伟达。</p><p class=\"t-img-caption\"><img alt=\"快讯图片\" src=\"https://community-static.tradeup.com/news/534edae779c2ab90e8b29153f21ab099\" data-align=\"center\" tg-width=\"798\" tg-height=\"318\"/><span></span></p><p style=\"text-align: left;\"><strong>Robinhood裁员10%约300人以保持精简运营</strong></p><p style=\"text-align: left;\">Robinhood表示，将裁减约10%的员工，约300个岗位，以便在开发新产品的同时“保持精简和纪律性”。根据周二提交的监管文件，公司除裁员外，还将关闭内部少量尚未招聘完成的职位。Robinhood加入了近期裁员的金融科技企业行列，其中包括Block、Crypto.com、Coinbase以及PayPal。虽然许多公司将人工智能视为裁撤岗位的原因之一，但Robinhood表示，此次裁员旨在帮助公司“维持高绩效文化、进一步加快产品开发速度，并保持精简和纪律性”。</p><p style=\"text-align: left;\">1. <strong>SK海力士拟在美股ADR上市后启动最高100万亿韩元股东回报方案</strong>。公司计划同步实施股份回购注销与现金分红，并通过增发新股募集资金投向AI产业集群项目，意在巩固存储龙头地位与控制权。</p><p style=\"text-align: left;\">2. <strong>高通正洽谈收购Tenstorrent</strong>。交易估值约80–100亿美元，旨在加速切入AI算力和数据中心高端硬件领域，若成交将成为近三年AI芯片最大并购案。</p><p style=\"text-align: left;\">3. <strong>AMD宣布收购内存优化企业MEXT以扩充数据中心布局</strong>。公司将把AI驱动的闪存优化技术整合至服务器产品组合，帮助客户降低总拥有成本并提升性能。</p><p style=\"text-align: left;\">4. <strong>日本央行上调短期政策利率至1%</strong>。此次加息25个基点使基准利率升至31年来高位，央行并公布循序减量购债计划，以应对通胀压力并维护债市稳定。</p><p style=\"text-align: left;\">5. <strong>SENASIC在港交所挂牌交易并获资本市场追捧</strong>。无线传感SoC供应商暗盘涨幅逾112%，最新市值约147亿港元，募集资金将用于技术研发与产能扩张。</p><p style=\"text-align: left;\">6. <strong>花旗上调安森美半导体目标价至120美元</strong>。报告称数据中心电源需求与碳化硅业务前景向好，并将该股纳入“上行催化剂观察”名单。</p><p style=\"text-align: left;\">7. <strong>摩根士丹利大幅上调西部数据与希捷科技目标价</strong>。机构预计HDD行业短缺将持续至2028年，供应商涨价能力超出市场预期，推动盈利大增。</p><p style=\"text-align: left;\">8. <strong>美伊达成谅解备忘录将重开霍尔木兹海峡</strong>。多家投行随即下调原油价格预测，认为中东供应恢复或使全球油市转向宽松。</p><p style=\"text-align: left;\">9. <strong>阿里巴巴发布千问具身智能大模型Qwen-Robot系列</strong>。新模型为机器人提供操作、导航及世界认知三大能力，可单独部署亦能协同运行，强化通用落地基础。</p><p style=\"text-align: left;\">10. <strong>ARK Invest增持马斯克系资产推高SpaceX行情</strong>。基金公司确认持有约329万股SpaceX股票，叠加市场追捧，相关标的盘前续涨并逼近全球市值前五。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></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>美股盘前｜SpaceX续涨、西部数据与希捷科技开盘有望新高；“新股神”Serenity：美光科技看起来像下一个英伟达</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美股盘前｜SpaceX续涨、西部数据与希捷科技开盘有望新高；“新股神”Serenity：美光科技看起来像下一个英伟达\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\">2026-06-16 20:00</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;\"></p><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月16日，美股三大期指微幅走强。</strong>道琼斯指数期货最新报52,198点，涨0.13%；标普500指数期货报7633.50点，涨0.09%；纳斯达克100指数期货报20946点，涨0.26%。在美债收益率下行和亚太央行政策信号交织之际，市场等待后续宏观指引，风险偏好保持温和。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d658579726dd98cf50afaf44b25d2b5\" data-align=\"center\" tg-width=\"474\" tg-height=\"110\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股盘前表现活跃。</strong>SpaceX概念股<strong>SPCX</strong>续升5.27%，延续近期强势；存储双雄<strong>西部数据</strong>、<strong>希捷科技</strong>分别跃升9.48%与7.37%，反映硬盘供给紧张预期；在并购预期提振下，<strong>高通</strong>上涨4.79%，<strong>美光科技</strong>续涨3.04%。与此同时，半导体链仍为盘前涨幅集中区，带动相关ETF如<strong>SOXL</strong>、<strong>DRAM</strong>上行。</p><p style=\"text-align: left;\"><strong>中概股偏弱。</strong>代表性个股中，<strong>阿里巴巴</strong>下跌2.56%，<strong>百度</strong>回落3.22%，<strong>京东</strong>、<strong>拼多多</strong>亦小幅走低；新能源汽车板块中，<strong>蔚来</strong>及<strong>理想汽车</strong>分别回落近2%，<strong>小鹏集团</strong>跌近3%。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月16日十年美债收益率下降0.57%，最新收益率为4.44%。</strong></p><p style=\"text-align: left;\"><strong>6月16日美元兑离岸人民币上升0.0103%，报6.81；美元兑港币下降0.0172%，报7.83。</strong></p><p style=\"text-align: left;\"><strong>6月16日美元指数下降0.0341%，报99.64。</strong></p><p style=\"text-align: left;\"><strong>6月16日美原油主连期货下降2.72%，报77.28美元/桶；纽约金主连期货上升0.22%，报4,361.10美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>“新股神”Serenity：美光科技看起来像下一个英伟达</strong></p><p style=\"text-align: left;\">“新股神”Serenity在X平台发帖称，美光科技看起来就像是下一个英伟达。</p><p class=\"t-img-caption\"><img alt=\"快讯图片\" src=\"https://community-static.tradeup.com/news/534edae779c2ab90e8b29153f21ab099\" data-align=\"center\" tg-width=\"798\" tg-height=\"318\"/><span></span></p><p style=\"text-align: left;\"><strong>Robinhood裁员10%约300人以保持精简运营</strong></p><p style=\"text-align: left;\">Robinhood表示，将裁减约10%的员工，约300个岗位，以便在开发新产品的同时“保持精简和纪律性”。根据周二提交的监管文件，公司除裁员外，还将关闭内部少量尚未招聘完成的职位。Robinhood加入了近期裁员的金融科技企业行列，其中包括Block、Crypto.com、Coinbase以及PayPal。虽然许多公司将人工智能视为裁撤岗位的原因之一，但Robinhood表示，此次裁员旨在帮助公司“维持高绩效文化、进一步加快产品开发速度，并保持精简和纪律性”。</p><p style=\"text-align: left;\">1. <strong>SK海力士拟在美股ADR上市后启动最高100万亿韩元股东回报方案</strong>。公司计划同步实施股份回购注销与现金分红，并通过增发新股募集资金投向AI产业集群项目，意在巩固存储龙头地位与控制权。</p><p style=\"text-align: left;\">2. <strong>高通正洽谈收购Tenstorrent</strong>。交易估值约80–100亿美元，旨在加速切入AI算力和数据中心高端硬件领域，若成交将成为近三年AI芯片最大并购案。</p><p style=\"text-align: left;\">3. <strong>AMD宣布收购内存优化企业MEXT以扩充数据中心布局</strong>。公司将把AI驱动的闪存优化技术整合至服务器产品组合，帮助客户降低总拥有成本并提升性能。</p><p style=\"text-align: left;\">4. <strong>日本央行上调短期政策利率至1%</strong>。此次加息25个基点使基准利率升至31年来高位，央行并公布循序减量购债计划，以应对通胀压力并维护债市稳定。</p><p style=\"text-align: left;\">5. <strong>SENASIC在港交所挂牌交易并获资本市场追捧</strong>。无线传感SoC供应商暗盘涨幅逾112%，最新市值约147亿港元，募集资金将用于技术研发与产能扩张。</p><p style=\"text-align: left;\">6. <strong>花旗上调安森美半导体目标价至120美元</strong>。报告称数据中心电源需求与碳化硅业务前景向好，并将该股纳入“上行催化剂观察”名单。</p><p style=\"text-align: left;\">7. <strong>摩根士丹利大幅上调西部数据与希捷科技目标价</strong>。机构预计HDD行业短缺将持续至2028年，供应商涨价能力超出市场预期，推动盈利大增。</p><p style=\"text-align: left;\">8. <strong>美伊达成谅解备忘录将重开霍尔木兹海峡</strong>。多家投行随即下调原油价格预测，认为中东供应恢复或使全球油市转向宽松。</p><p style=\"text-align: left;\">9. <strong>阿里巴巴发布千问具身智能大模型Qwen-Robot系列</strong>。新模型为机器人提供操作、导航及世界认知三大能力，可单独部署亦能协同运行，强化通用落地基础。</p><p style=\"text-align: left;\">10. <strong>ARK Invest增持马斯克系资产推高SpaceX行情</strong>。基金公司确认持有约329万股SpaceX股票，叠加市场追捧，相关标的盘前续涨并逼近全球市值前五。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"SVIX":"1倍做空短期期货恐慌指数ETF","VOO":"Vanguard标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SQQQ":"纳指三倍做空ETF","MMAX":"iShares Large Cap Max Buffer Mar ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","DDM":"2倍做多道指ETF-ProShares",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF-ProShares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","YSPY":"GraniteShares YieldBOOST SPY ETF","SPYM":"投资组合标普500指数ETF-SPDR","SDS":"两倍做空标普500 ETF-ProShares",".IXIC":"NASDAQ Composite","SVXY":"做空波动率指数短期期货ETF-ProShares","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","VIX":"标普500波动率指数",".SPX":"S&P 500 Index","SPY":"标普500ETF","UVIX":"2倍做多恐慌指数期货ETF","VIXY":"波动率短期期货指数ETF","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SPYU":"MAX S&P 500 4X Leveraged 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其他市场6月16日十年美债收益率下降0.57%，最新收益率为4.44%。6月16日美元兑离岸人民币上升0.0103%，报6.81；美元兑港币下降0.0172%，报7.83。6月16日美元指数下降0.0341%，报99.64。6月16日美原油主连期货下降2.72%，报77.28美元/桶；纽约金主连期货上升0.22%，报4,361.10美元/盎司。03 要闻“新股神”Serenity：美光科技看起来像下一个英伟达“新股神”Serenity在X平台发帖称，美光科技看起来就像是下一个英伟达。Robinhood裁员10%约300人以保持精简运营Robinhood表示，将裁减约10%的员工，约300个岗位，以便在开发新产品的同时“保持精简和纪律性”。根据周二提交的监管文件，公司除裁员外，还将关闭内部少量尚未招聘完成的职位。Robinhood加入了近期裁员的金融科技企业行列，其中包括Block、Crypto.com、Coinbase以及PayPal。虽然许多公司将人工智能视为裁撤岗位的原因之一，但Robinhood表示，此次裁员旨在帮助公司“维持高绩效文化、进一步加快产品开发速度，并保持精简和纪律性”。1. SK海力士拟在美股ADR上市后启动最高100万亿韩元股东回报方案。公司计划同步实施股份回购注销与现金分红，并通过增发新股募集资金投向AI产业集群项目，意在巩固存储龙头地位与控制权。2. 高通正洽谈收购Tenstorrent。交易估值约80–100亿美元，旨在加速切入AI算力和数据中心高端硬件领域，若成交将成为近三年AI芯片最大并购案。3. AMD宣布收购内存优化企业MEXT以扩充数据中心布局。公司将把AI驱动的闪存优化技术整合至服务器产品组合，帮助客户降低总拥有成本并提升性能。4. 日本央行上调短期政策利率至1%。此次加息25个基点使基准利率升至31年来高位，央行并公布循序减量购债计划，以应对通胀压力并维护债市稳定。5. SENASIC在港交所挂牌交易并获资本市场追捧。无线传感SoC供应商暗盘涨幅逾112%，最新市值约147亿港元，募集资金将用于技术研发与产能扩张。6. 花旗上调安森美半导体目标价至120美元。报告称数据中心电源需求与碳化硅业务前景向好，并将该股纳入“上行催化剂观察”名单。7. 摩根士丹利大幅上调西部数据与希捷科技目标价。机构预计HDD行业短缺将持续至2028年，供应商涨价能力超出市场预期，推动盈利大增。8. 美伊达成谅解备忘录将重开霍尔木兹海峡。多家投行随即下调原油价格预测，认为中东供应恢复或使全球油市转向宽松。9. 阿里巴巴发布千问具身智能大模型Qwen-Robot系列。新模型为机器人提供操作、导航及世界认知三大能力，可单独部署亦能协同运行，强化通用落地基础。10. ARK Invest增持马斯克系资产推高SpaceX行情。基金公司确认持有约329万股SpaceX股票，叠加市场追捧，相关标的盘前续涨并逼近全球市值前五。资料来源：公开市场数据免责声明：本内容仅供参考，不构成任何投资建议","news_type":1,"symbols_score_info":{"UVXY":0.6,"ESmain":1,"SPY":0.6,"UPRO":0.6,"DDM":0.6,"SH":0.6,"SPYU":0.6,"SDOW":0.6,"UDOW":0.6,"SQQQ":2,"SVXY":0.6,"SPYM":0.6,"SPXL":0.6,"TQQQ":2,".DJI":2,"DOG":0.6,"DXD":0.6,"SPUU":0.6,"SPYQ":0.6,"SVIX":0.6,"VIX":2,"SPXU":0.6,"MMAX":0.6,"DIA":0.6,"DMAX":0.6,"VOO":0.6,"SSO":0.6,"SPYH":0.6,"SDS":0.6,"VXX":2,"SPDN":0.6,"UVIX":0.6,"SPXS":0.6,"NQmain":1,"IVV":0.6,".IXIC":2,"VIXmain":2,"HIBL":0.6,"VIXY":2,".SPX":2,"SMAX":0.6,"YMmain":1,"QQQ":2,"YSPY":0.6}},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567032621838360,"gmtCreate":1779456979433,"gmtModify":1779457308419,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 这特么完全就是随便喊价能骗一个算一个了","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 这特么完全就是随便喊价能骗一个算一个了","text":"$闪迪(SNDK)$ 这特么完全就是随便喊价能骗一个算一个了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/567032621838360","repostId":"2637918391","repostType":2,"repost":{"id":"2637918391","kind":"news","pubTimestamp":1779447600,"share":"https://www.laohu8.com/m/news/2637918391?lang=zh_CN&edition=full","pubTime":"2026-05-22 19:00","market":"us","language":"zh","title":"暴涨之后仍然低估？闪迪站上AI存储超级风口，多头喊出3000美元目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2637918391","media":"智通财经","summary":"智通财经APP获悉，得益于AI驱动的“存储超级周期”，美国存储巨头闪迪股价迎来爆发式行情，在2025年大涨580%的基础上，今年迄今再度暴涨550%，目前股价约为1542美元。基于业绩高增与行业估值重构，Fernandez将闪迪的评级从“中性”上调至“买入”，未来12个月目标价为3000美元，较当前股价具备95%的上涨空间。市场低估闪迪在AI存储中的核心地位，其基于2027财年业绩的市盈率仅7倍，当前估值未充分反映其技术壁垒与业绩弹性。","content":"<html><head></head><body><p style=\"text-align: left;\">5月22日，得益于AI驱动的“存储超级周期”，美国存储巨头<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>(SNDK.US)股价迎来爆发式行情，在2025年大涨580%的基础上，今年迄今再度暴涨550%，目前股价约为1542美元。</p><p style=\"text-align: left;\">即便股价飙升，Seeking Alpha撰稿人Ricardo Fernandez仍看好闪迪长期成长价值，认为随着闪迪持续深耕产业链高端环节、依托差异化产品构筑核心壁垒，公司估值仍有极大上涨空间，目标价看高至3000美元。</p><p style=\"text-align: left;\"><strong>AI数据中心需求爆发，高附加值产品构筑壁垒</strong></p><p style=\"text-align: left;\">AI与智能体AI的规模化落地，正重塑全球存储需求格局。Fernandez表示，作为AI算力的核心载体，数据中心到2030年新增装机规划容量达100吉瓦，假设实际落地约80吉瓦，将直接推动NAND闪存年均需求增长20%。而按照已公布的产能增长计划，供需缺口预计持续至2028年。</p><p style=\"text-align: left;\">数据中心NAND需求有望持续增长</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7037459903a46ce1995b2257e46106d\" data-align=\"center\" tg-width=\"480\" tg-height=\"289\"/><span></span></p><p style=\"text-align: left;\">数据中心使用的NAND闪存对技术的要求远高于消费电子产品闪存，尽管在供应短缺的环境下所有产品的价格都有所上涨，但当产能达到平衡时，数据中心闪存的价格仍有可能保持较高水平。</p><p style=\"text-align: left;\">Fernandez强调，数据中心的NAND闪存需求每年增长20%，部分原因是随着 AI 从训练大型语言模型(LLM)和聊天机器人转向需要更高存储强度的智能体AI，推理工作负载将会增加。</p><p style=\"text-align: left;\">与铠侠等同行不同，闪迪生产更高附加值的产品。铠侠主要是一家晶圆制造商，其控制器智能和固件部分则外包给第三方。因此，尽管闪迪和铠侠可能共享生产设施，但最终产品却截然不同，而这正是部分投资者低估闪迪在数据中心生态系统中的重要性的原因。</p><p style=\"text-align: left;\">值得关注的是，闪迪与SK海力士的战略合作，成为公司锁定高端市场的关键一步。双方将合作开发高带宽闪存(HBF)，打造介于HBM与SSD之间的新型存储层，服务于AI推理场景。</p><p style=\"text-align: left;\"><strong>业绩爆发+巨额回购，多头看高至3000美元</strong></p><p style=\"text-align: left;\">考虑到NAND闪存需求周期的乐观前景以及公司高附加值产品的定价优势，闪迪业绩将迎来集中爆发，核心财务指标全线高增：2027财年调整后EPS有望同比增长183%，EBITDA利润率峰值将达77%，自由现金流(FCF)预计超200亿美元，且在2028年有望达到250亿美元。</p><p style=\"text-align: left;\">闪迪财务数据及预测值</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5db66ff6cb9f394ea041a4a4eb14873b\" data-align=\"center\" tg-width=\"885\" tg-height=\"731\"/><span></span></p><p style=\"text-align: left;\">强劲现金流支撑大规模股东回报计划。闪迪近期表示，将在2026年回购价值60亿美元的股票，并且很可能将60%的自由现金流用于股票回购，这相当于超过8%的资本回报率。</p><p style=\"text-align: left;\">基于业绩高增与行业估值重构，Fernandez将闪迪的评级从“中性”上调至“买入”，未来12个月目标价为3000美元，较当前股价具备95%的上涨空间。市场低估闪迪在AI存储中的核心地位，其基于2027财年业绩的市盈率仅7倍，当前估值未充分反映其技术壁垒与业绩弹性。</p><p style=\"text-align: left;\">值得注意的是，Tipranks的数据显示，整体而言，华尔街分析师对闪迪持乐观看法，共识评级为“强力买入”，但平均目标价为1516.88美元，较当前股价低1.6%。闪迪的凌厉涨势已然超出华尔街分析师预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63870e2c054f231fc526f460c2e7e796\" data-align=\"center\" tg-width=\"947\" tg-height=\"429\"/><span></span></p><p style=\"text-align: left;\">尽管Fernandez坚信闪迪增长逻辑坚实，但他也警告称，仍需警惕三大核心风险：一是数据中心建设延迟，受资金、用地、电力短缺等因素影响，落地进度或低于预期，拖累NAND需求与价格;二是供应链约束，伊朗冲突导致能源、石化原材料短缺，推高生产成本并限制产能释放;三是2028年后需求冲击，新产能集中释放或引发供需反转，同时智能体AI普及速度不及预期，可能导致存储需求与业绩回调。</p><p style=\"text-align: left;\">Fernandez总结道，AI数据中心扩张带来的NAND需求高景气、差异化高附加值产品构筑的壁垒、2027财年业绩爆发与巨额回购，共同支撑闪迪股价上行。在当前7倍PE的低估值下，闪迪投资价值凸显。</p><p style=\"text-align: left;\">花旗集团在人工智能推动存储定价持续飙升以及AI训练/推理驱动的存储需求近乎无止境的背景之下，将其目标价上调超50%至惊人的2025美元。</p><p style=\"text-align: left;\">花旗最新目标股价意味着，已经踏入狂飙式疯牛行情的闪迪股价较本周一的美股收盘价仍有约51.9%的潜在上涨空间，此外，从最新披露的13F报告来看，华尔街最顶级机构投资者们对于存储芯片的风险敞口可谓不断扩张。美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀(David Tepper)创立并管理的顶级资管机构Appaloosa Management递交了截至2026年3月31日的第一季度美股持仓报告(13F)，报告显示，该机构大举加仓存储芯片领军者。</p><p style=\"text-align: left;\">花旗还重申了其对闪迪的“买入”评级，并且表示该公司签署的诸多长期协议有望提供80%或更高的基准毛利率预期，并提供“预先确定的强劲出货量轨迹”，这些出货量未来还将在合同期限内持续增长。花旗分析师团队最新预测数据则显示，NAND存储芯片的平均售价将在2026年大幅上涨186%，其中eSSD将大幅上涨约265%。</p></body></html>","source":"stock_zhitongcaijing","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>暴涨之后仍然低估？闪迪站上AI存储超级风口，多头喊出3000美元目标价</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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暴涨之后仍然低估？闪迪站上AI存储超级风口，多头喊出3000美元目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-22 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1444997.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月22日，得益于AI驱动的“存储超级周期”，美国存储巨头闪迪(SNDK.US)股价迎来爆发式行情，在2025年大涨580%的基础上，今年迄今再度暴涨550%，目前股价约为1542美元。即便股价飙升，Seeking Alpha撰稿人Ricardo Fernandez仍看好闪迪长期成长价值，认为随着闪迪持续深耕产业链高端环节、依托差异化产品构筑核心壁垒，公司估值仍有极大上涨空间，目标价看高至3000...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1444997.html\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","SNDK":"闪迪","SNXX":"Tradr 2X Long SNDK Daily ETF","BK4170":"电脑硬件、储存设备及电脑周边","SNDU":"T-Rex 2X Long SNDK Daily Target ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1444997.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637918391","content_text":"5月22日，得益于AI驱动的“存储超级周期”，美国存储巨头闪迪(SNDK.US)股价迎来爆发式行情，在2025年大涨580%的基础上，今年迄今再度暴涨550%，目前股价约为1542美元。即便股价飙升，Seeking Alpha撰稿人Ricardo Fernandez仍看好闪迪长期成长价值，认为随着闪迪持续深耕产业链高端环节、依托差异化产品构筑核心壁垒，公司估值仍有极大上涨空间，目标价看高至3000美元。AI数据中心需求爆发，高附加值产品构筑壁垒AI与智能体AI的规模化落地，正重塑全球存储需求格局。Fernandez表示，作为AI算力的核心载体，数据中心到2030年新增装机规划容量达100吉瓦，假设实际落地约80吉瓦，将直接推动NAND闪存年均需求增长20%。而按照已公布的产能增长计划，供需缺口预计持续至2028年。数据中心NAND需求有望持续增长数据中心使用的NAND闪存对技术的要求远高于消费电子产品闪存，尽管在供应短缺的环境下所有产品的价格都有所上涨，但当产能达到平衡时，数据中心闪存的价格仍有可能保持较高水平。Fernandez强调，数据中心的NAND闪存需求每年增长20%，部分原因是随着 AI 从训练大型语言模型(LLM)和聊天机器人转向需要更高存储强度的智能体AI，推理工作负载将会增加。与铠侠等同行不同，闪迪生产更高附加值的产品。铠侠主要是一家晶圆制造商，其控制器智能和固件部分则外包给第三方。因此，尽管闪迪和铠侠可能共享生产设施，但最终产品却截然不同，而这正是部分投资者低估闪迪在数据中心生态系统中的重要性的原因。值得关注的是，闪迪与SK海力士的战略合作，成为公司锁定高端市场的关键一步。双方将合作开发高带宽闪存(HBF)，打造介于HBM与SSD之间的新型存储层，服务于AI推理场景。业绩爆发+巨额回购，多头看高至3000美元考虑到NAND闪存需求周期的乐观前景以及公司高附加值产品的定价优势，闪迪业绩将迎来集中爆发，核心财务指标全线高增：2027财年调整后EPS有望同比增长183%，EBITDA利润率峰值将达77%，自由现金流(FCF)预计超200亿美元，且在2028年有望达到250亿美元。闪迪财务数据及预测值强劲现金流支撑大规模股东回报计划。闪迪近期表示，将在2026年回购价值60亿美元的股票，并且很可能将60%的自由现金流用于股票回购，这相当于超过8%的资本回报率。基于业绩高增与行业估值重构，Fernandez将闪迪的评级从“中性”上调至“买入”，未来12个月目标价为3000美元，较当前股价具备95%的上涨空间。市场低估闪迪在AI存储中的核心地位，其基于2027财年业绩的市盈率仅7倍，当前估值未充分反映其技术壁垒与业绩弹性。值得注意的是，Tipranks的数据显示，整体而言，华尔街分析师对闪迪持乐观看法，共识评级为“强力买入”，但平均目标价为1516.88美元，较当前股价低1.6%。闪迪的凌厉涨势已然超出华尔街分析师预期。尽管Fernandez坚信闪迪增长逻辑坚实，但他也警告称，仍需警惕三大核心风险：一是数据中心建设延迟，受资金、用地、电力短缺等因素影响，落地进度或低于预期，拖累NAND需求与价格;二是供应链约束，伊朗冲突导致能源、石化原材料短缺，推高生产成本并限制产能释放;三是2028年后需求冲击，新产能集中释放或引发供需反转，同时智能体AI普及速度不及预期，可能导致存储需求与业绩回调。Fernandez总结道，AI数据中心扩张带来的NAND需求高景气、差异化高附加值产品构筑的壁垒、2027财年业绩爆发与巨额回购，共同支撑闪迪股价上行。在当前7倍PE的低估值下，闪迪投资价值凸显。花旗集团在人工智能推动存储定价持续飙升以及AI训练/推理驱动的存储需求近乎无止境的背景之下，将其目标价上调超50%至惊人的2025美元。花旗最新目标股价意味着，已经踏入狂飙式疯牛行情的闪迪股价较本周一的美股收盘价仍有约51.9%的潜在上涨空间，此外，从最新披露的13F报告来看，华尔街最顶级机构投资者们对于存储芯片的风险敞口可谓不断扩张。美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀(David Tepper)创立并管理的顶级资管机构Appaloosa Management递交了截至2026年3月31日的第一季度美股持仓报告(13F)，报告显示，该机构大举加仓存储芯片领军者。花旗还重申了其对闪迪的“买入”评级，并且表示该公司签署的诸多长期协议有望提供80%或更高的基准毛利率预期，并提供“预先确定的强劲出货量轨迹”，这些出货量未来还将在合同期限内持续增长。花旗分析师团队最新预测数据则显示，NAND存储芯片的平均售价将在2026年大幅上涨186%，其中eSSD将大幅上涨约265%。","news_type":1,"symbols_score_info":{"SNDK":1.98,"SNDU":0.6,"SNXX":0.6}},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"content":"闪迪没有反向ETF，我加MUD,你加闪迪吧，毕竟是你的信仰","text":"闪迪没有反向ETF，我加MUD,你加闪迪吧，毕竟是你的信仰","html":"闪迪没有反向ETF，我加MUD,你加闪迪吧，毕竟是你的信仰"},{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"content":"你加仓做空不就好了～我都说了 我们可以看2个月后盈亏比","text":"你加仓做空不就好了～我都说了 我们可以看2个月后盈亏比","html":"你加仓做空不就好了～我都说了 我们可以看2个月后盈亏比"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563121115320464,"gmtCreate":1778509362057,"gmtModify":1778509364474,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"既然才开始，高管大手笔减持套现是在给散户们作慈善发钱？","listText":"既然才开始，高管大手笔减持套现是在给散户们作慈善发钱？","text":"既然才开始，高管大手笔减持套现是在给散户们作慈善发钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563121115320464","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000414","authorId":"9000000000000414","name":"RandolphStilwell","avatar":"https://static.tigerbbs.com/d63237e21ae39bc54951c8ab6ec41ee9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000414","idStr":"9000000000000414"},"content":"这话扎心了 真有人接吗","text":"这话扎心了 真有人接吗","html":"这话扎心了 真有人接吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563098865874616,"gmtCreate":1778503925868,"gmtModify":1778503928520,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","listText":"第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","text":"第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563098865874616","isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562916467114496,"gmtCreate":1778459329632,"gmtModify":1778459331746,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗","text":"$美光科技(MU)$ 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562916467114496","repostId":"1135015509","repostType":2,"repost":{"id":"1135015509","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1778310899,"share":"https://www.laohu8.com/m/news/1135015509?lang=zh_CN&edition=full","pubTime":"2026-05-09 15:14","market":"us","language":"zh","title":"存储双雄美光和闪迪持续暴涨，估值却仍不到10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1135015509","media":"Barrons巴伦","summary":"根源依旧不变：人工智能。","content":"<html><head></head><body><p>作者｜内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨，根源依旧不变：<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升，而<strong>最新迹象是，客户主动提出愿意为增加产能买单。</strong>据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron&#39;s的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看，AI热潮没有任何放缓迹象。</strong>仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：<strong>“近期各类消息均表明，AI基础设施需求依然强劲。”</strong>基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高，但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。</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>存储双雄美光和闪迪持续暴涨，估值却仍不到10倍</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; margin-bottom:1em; 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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存储双雄美光和闪迪持续暴涨，估值却仍不到10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time\">2026-05-09 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者｜内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨，根源依旧不变：<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升，而<strong>最新迹象是，客户主动提出愿意为增加产能买单。</strong>据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron&#39;s的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看，AI热潮没有任何放缓迹象。</strong>仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：<strong>“近期各类消息均表明，AI基础设施需求依然强劲。”</strong>基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高，但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e519e5deb115e28b13aae857933bc7e","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","MUU":"2倍做多MU ETF-Direxion","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","SNDK":"闪迪","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135015509","content_text":"作者｜内特·沃尔夫受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， 美光科技 与 闪迪 本周延续历史性大涨行情。道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。本周存储双雄股价大涨，根源依旧不变：人工智能。各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是紧缺重灾区。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。供应瓶颈日益收紧已导致内存价格飙升，而最新迹象是，客户主动提出愿意为增加产能买单。据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。SK海力士暂未回应Barron's的置评请求。从需求端来看，AI热潮没有任何放缓迹象。仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：“近期各类消息均表明，AI基础设施需求依然强劲。”基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。尽管股价大幅冲高，但投资者并非仅凭炒作。闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"MU":2,"MULL":0.6,"SNDU":0.6,"SNXX":0.6,"SNDK":2}},"isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461531947655398","authorId":"3461531947655398","name":"美股888","avatar":"https://static.tigerbbs.com/7de736245aa5826263d2bd80b02d4258","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3461531947655398","idStr":"3461531947655398"},"content":"按98每股的盈利，10倍市盈率，对应1万亿美元的市值","text":"按98每股的盈利，10倍市盈率，对应1万亿美元的市值","html":"按98每股的盈利，10倍市盈率，对应1万亿美元的市值"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561738128863584,"gmtCreate":1778174793130,"gmtModify":1778174795583,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"既然如此，请真金白银去抄底","listText":"既然如此，请真金白银去抄底","text":"既然如此，请真金白银去抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561738128863584","repostId":"561420350144544","repostType":1,"repost":{"id":561420350144544,"gmtCreate":1778089243000,"gmtModify":1778120072511,"author":{"id":"9000000000000146","authorId":"9000000000000146","name":"big龙","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000146","idStr":"9000000000000146"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>这些评论真有点无厘头。SNDK这波涨得这么猛，就回调了一天，一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>这些评论真有点无厘头。SNDK这波涨得这么猛，就回调了一天，一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。","text":"$闪迪(SNDK)$ 这些评论真有点无厘头。SNDK这波涨得这么猛，就回调了一天，一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561420350144544","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561724518500136,"gmtCreate":1778171545717,"gmtModify":1778173656660,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"业绩大超预期股价却扑街，明摆着就是借利好出货","listText":"业绩大超预期股价却扑街，明摆着就是借利好出货","text":"业绩大超预期股价却扑街，明摆着就是借利好出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/561724518500136","isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274689532367","authorId":"3479274689532367","name":"pjekn","avatar":"https://static.tigerbbs.com/35cf51de2c603826e1fc9987f5a3048d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274689532367","idStr":"3479274689532367"},"content":"这走势太像借财报派发了 你觉得还有二杀吗","text":"这走势太像借财报派发了 你觉得还有二杀吗","html":"这走势太像借财报派发了 你觉得还有二杀吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560919076869344,"gmtCreate":1777974919565,"gmtModify":1777974922543,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"上帝要让其灭亡，必先令其疯狂","listText":"上帝要让其灭亡，必先令其疯狂","text":"上帝要让其灭亡，必先令其疯狂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560919076869344","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559624686228784,"gmtCreate":1777658898306,"gmtModify":1777658900551,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561899791972822","idStr":"3561899791972822"},"themes":[],"title":"","htmlText":"目标价简直成了可以随便写的数字","listText":"目标价简直成了可以随便写的数字","text":"目标价简直成了可以随便写的数字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559624686228784","repostId":"2632648381","repostType":2,"repost":{"id":"2632648381","kind":"highlight","pubTimestamp":1777645021,"share":"https://www.laohu8.com/m/news/2632648381?lang=zh_CN&edition=full","pubTime":"2026-05-01 22:17","market":"fut","language":"zh","title":"美银：将闪迪目标价上调至1550美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2632648381","media":"中金财经","summary":"美银全球研究将闪迪股票目标价位从1080美元上调至1550美元。","content":"<html><body><p>　　美银全球研究将<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>股票目标价位从1080美元上调至1550美元。\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","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>美银：将闪迪目标价上调至1550美元</title>\n<style 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18:37","market":"sh","language":"zh","title":"花旗将闪迪目标价上调至1300美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2632616469","media":"中金财经","summary":"花旗：将闪迪(SNDK.O)目标价从980美元上调至1300美元。","content":"<html><body><p>　　花旗：将<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>(SNDK.O)目标价从980美元上调至1300美元。\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","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>花旗将闪迪目标价上调至1300美元</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花旗将闪迪目标价上调至1300美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-01 18:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushizhibo/20260501/32196260.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗：将闪迪(SNDK.O)目标价从980美元上调至1300美元。</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260501/32196260.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":{"LU0320765646.SGD":"FTIF - Franklin 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08:49","market":"us","language":"zh","title":"美光CEO高位减持，套现金额按披露区间估算超2600万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1148084573","media":"老虎资讯综合","summary":"美光科技总裁兼CEO Sanjay Mehrotra于2026年6月26日出售23,263股公司普通股，成交价格区间为每股1128.41美元至1169.96美元。按该价格区间估算，交易金额约为2625万美元至2722万美元。交易完成后，Mehrotra仍直接持有355,997股美光普通股。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">美光科技</a>总裁兼CEO Sanjay Mehrotra近期披露减持公司股份，于2026年6月26日出售美光普通股，交易价格区间为每股1128.41美元至1169.96美元。若按23,263股计算，对应减持金额约2625万美元至2722万美元。交易完成后，Mehrotra仍直接持有355,997股美光普通股。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1df085875401d60b81bd099e3ad5075d\" data-align=\"center\" tg-width=\"1009\" tg-height=\"578\"/><span></span></p><p style=\"text-align: left;\">此前，美光公布2026财年第三季度业绩，营收、EPS及毛利率均大幅超出市场预期，并给出强劲的第四财季指引。AI服务器、HBM、高端DRAM及数据中心存储需求持续增长，也推动市场进一步上调对存储行业景气度的预期，美光股价在财报后持续走高。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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美光CEO高位减持，套现金额按披露区间估算超2600万美元\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\">2026-07-01 08:49</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;\"><a href=\"https://laohu8.com/S/MU\">美光科技</a>总裁兼CEO Sanjay Mehrotra近期披露减持公司股份，于2026年6月26日出售美光普通股，交易价格区间为每股1128.41美元至1169.96美元。若按23,263股计算，对应减持金额约2625万美元至2722万美元。交易完成后，Mehrotra仍直接持有355,997股美光普通股。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1df085875401d60b81bd099e3ad5075d\" data-align=\"center\" tg-width=\"1009\" tg-height=\"578\"/><span></span></p><p style=\"text-align: left;\">此前，美光公布2026财年第三季度业绩，营收、EPS及毛利率均大幅超出市场预期，并给出强劲的第四财季指引。AI服务器、HBM、高端DRAM及数据中心存储需求持续增长，也推动市场进一步上调对存储行业景气度的预期，美光股价在财报后持续走高。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUU":"2倍做多MU ETF-Direxion","MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148084573","content_text":"美光科技总裁兼CEO Sanjay Mehrotra近期披露减持公司股份，于2026年6月26日出售美光普通股，交易价格区间为每股1128.41美元至1169.96美元。若按23,263股计算，对应减持金额约2625万美元至2722万美元。交易完成后，Mehrotra仍直接持有355,997股美光普通股。此前，美光公布2026财年第三季度业绩，营收、EPS及毛利率均大幅超出市场预期，并给出强劲的第四财季指引。AI服务器、HBM、高端DRAM及数据中心存储需求持续增长，也推动市场进一步上调对存储行业景气度的预期，美光股价在财报后持续走高。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUU":0.6,"MU":2.1,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567032621838360,"gmtCreate":1779456979433,"gmtModify":1779457308419,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561899791972822","authorIdStr":"3561899791972822"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 这特么完全就是随便喊价能骗一个算一个了","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 这特么完全就是随便喊价能骗一个算一个了","text":"$闪迪(SNDK)$ 这特么完全就是随便喊价能骗一个算一个了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/567032621838360","repostId":"2637918391","repostType":2,"repost":{"id":"2637918391","kind":"news","pubTimestamp":1779447600,"share":"https://www.laohu8.com/m/news/2637918391?lang=zh_CN&edition=full","pubTime":"2026-05-22 19:00","market":"us","language":"zh","title":"暴涨之后仍然低估？闪迪站上AI存储超级风口，多头喊出3000美元目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2637918391","media":"智通财经","summary":"智通财经APP获悉，得益于AI驱动的“存储超级周期”，美国存储巨头闪迪股价迎来爆发式行情，在2025年大涨580%的基础上，今年迄今再度暴涨550%，目前股价约为1542美元。基于业绩高增与行业估值重构，Fernandez将闪迪的评级从“中性”上调至“买入”，未来12个月目标价为3000美元，较当前股价具备95%的上涨空间。市场低估闪迪在AI存储中的核心地位，其基于2027财年业绩的市盈率仅7倍，当前估值未充分反映其技术壁垒与业绩弹性。","content":"<html><head></head><body><p style=\"text-align: left;\">5月22日，得益于AI驱动的“存储超级周期”，美国存储巨头<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>(SNDK.US)股价迎来爆发式行情，在2025年大涨580%的基础上，今年迄今再度暴涨550%，目前股价约为1542美元。</p><p style=\"text-align: left;\">即便股价飙升，Seeking Alpha撰稿人Ricardo Fernandez仍看好闪迪长期成长价值，认为随着闪迪持续深耕产业链高端环节、依托差异化产品构筑核心壁垒，公司估值仍有极大上涨空间，目标价看高至3000美元。</p><p style=\"text-align: left;\"><strong>AI数据中心需求爆发，高附加值产品构筑壁垒</strong></p><p style=\"text-align: left;\">AI与智能体AI的规模化落地，正重塑全球存储需求格局。Fernandez表示，作为AI算力的核心载体，数据中心到2030年新增装机规划容量达100吉瓦，假设实际落地约80吉瓦，将直接推动NAND闪存年均需求增长20%。而按照已公布的产能增长计划，供需缺口预计持续至2028年。</p><p style=\"text-align: left;\">数据中心NAND需求有望持续增长</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7037459903a46ce1995b2257e46106d\" data-align=\"center\" tg-width=\"480\" tg-height=\"289\"/><span></span></p><p style=\"text-align: left;\">数据中心使用的NAND闪存对技术的要求远高于消费电子产品闪存，尽管在供应短缺的环境下所有产品的价格都有所上涨，但当产能达到平衡时，数据中心闪存的价格仍有可能保持较高水平。</p><p style=\"text-align: left;\">Fernandez强调，数据中心的NAND闪存需求每年增长20%，部分原因是随着 AI 从训练大型语言模型(LLM)和聊天机器人转向需要更高存储强度的智能体AI，推理工作负载将会增加。</p><p style=\"text-align: left;\">与铠侠等同行不同，闪迪生产更高附加值的产品。铠侠主要是一家晶圆制造商，其控制器智能和固件部分则外包给第三方。因此，尽管闪迪和铠侠可能共享生产设施，但最终产品却截然不同，而这正是部分投资者低估闪迪在数据中心生态系统中的重要性的原因。</p><p style=\"text-align: left;\">值得关注的是，闪迪与SK海力士的战略合作，成为公司锁定高端市场的关键一步。双方将合作开发高带宽闪存(HBF)，打造介于HBM与SSD之间的新型存储层，服务于AI推理场景。</p><p style=\"text-align: left;\"><strong>业绩爆发+巨额回购，多头看高至3000美元</strong></p><p style=\"text-align: left;\">考虑到NAND闪存需求周期的乐观前景以及公司高附加值产品的定价优势，闪迪业绩将迎来集中爆发，核心财务指标全线高增：2027财年调整后EPS有望同比增长183%，EBITDA利润率峰值将达77%，自由现金流(FCF)预计超200亿美元，且在2028年有望达到250亿美元。</p><p style=\"text-align: left;\">闪迪财务数据及预测值</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5db66ff6cb9f394ea041a4a4eb14873b\" data-align=\"center\" tg-width=\"885\" tg-height=\"731\"/><span></span></p><p style=\"text-align: left;\">强劲现金流支撑大规模股东回报计划。闪迪近期表示，将在2026年回购价值60亿美元的股票，并且很可能将60%的自由现金流用于股票回购，这相当于超过8%的资本回报率。</p><p style=\"text-align: left;\">基于业绩高增与行业估值重构，Fernandez将闪迪的评级从“中性”上调至“买入”，未来12个月目标价为3000美元，较当前股价具备95%的上涨空间。市场低估闪迪在AI存储中的核心地位，其基于2027财年业绩的市盈率仅7倍，当前估值未充分反映其技术壁垒与业绩弹性。</p><p style=\"text-align: left;\">值得注意的是，Tipranks的数据显示，整体而言，华尔街分析师对闪迪持乐观看法，共识评级为“强力买入”，但平均目标价为1516.88美元，较当前股价低1.6%。闪迪的凌厉涨势已然超出华尔街分析师预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63870e2c054f231fc526f460c2e7e796\" data-align=\"center\" tg-width=\"947\" tg-height=\"429\"/><span></span></p><p style=\"text-align: left;\">尽管Fernandez坚信闪迪增长逻辑坚实，但他也警告称，仍需警惕三大核心风险：一是数据中心建设延迟，受资金、用地、电力短缺等因素影响，落地进度或低于预期，拖累NAND需求与价格;二是供应链约束，伊朗冲突导致能源、石化原材料短缺，推高生产成本并限制产能释放;三是2028年后需求冲击，新产能集中释放或引发供需反转，同时智能体AI普及速度不及预期，可能导致存储需求与业绩回调。</p><p style=\"text-align: left;\">Fernandez总结道，AI数据中心扩张带来的NAND需求高景气、差异化高附加值产品构筑的壁垒、2027财年业绩爆发与巨额回购，共同支撑闪迪股价上行。在当前7倍PE的低估值下，闪迪投资价值凸显。</p><p style=\"text-align: left;\">花旗集团在人工智能推动存储定价持续飙升以及AI训练/推理驱动的存储需求近乎无止境的背景之下，将其目标价上调超50%至惊人的2025美元。</p><p style=\"text-align: left;\">花旗最新目标股价意味着，已经踏入狂飙式疯牛行情的闪迪股价较本周一的美股收盘价仍有约51.9%的潜在上涨空间，此外，从最新披露的13F报告来看，华尔街最顶级机构投资者们对于存储芯片的风险敞口可谓不断扩张。美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀(David Tepper)创立并管理的顶级资管机构Appaloosa Management递交了截至2026年3月31日的第一季度美股持仓报告(13F)，报告显示，该机构大举加仓存储芯片领军者。</p><p style=\"text-align: left;\">花旗还重申了其对闪迪的“买入”评级，并且表示该公司签署的诸多长期协议有望提供80%或更高的基准毛利率预期，并提供“预先确定的强劲出货量轨迹”，这些出货量未来还将在合同期限内持续增长。花旗分析师团队最新预测数据则显示，NAND存储芯片的平均售价将在2026年大幅上涨186%，其中eSSD将大幅上涨约265%。</p></body></html>","source":"stock_zhitongcaijing","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>暴涨之后仍然低估？闪迪站上AI存储超级风口，多头喊出3000美元目标价</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暴涨之后仍然低估？闪迪站上AI存储超级风口，多头喊出3000美元目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-22 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1444997.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月22日，得益于AI驱动的“存储超级周期”，美国存储巨头闪迪(SNDK.US)股价迎来爆发式行情，在2025年大涨580%的基础上，今年迄今再度暴涨550%，目前股价约为1542美元。即便股价飙升，Seeking Alpha撰稿人Ricardo Fernandez仍看好闪迪长期成长价值，认为随着闪迪持续深耕产业链高端环节、依托差异化产品构筑核心壁垒，公司估值仍有极大上涨空间，目标价看高至3000...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1444997.html\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","SNDK":"闪迪","SNXX":"Tradr 2X Long SNDK Daily ETF","BK4170":"电脑硬件、储存设备及电脑周边","SNDU":"T-Rex 2X Long SNDK Daily Target ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1444997.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637918391","content_text":"5月22日，得益于AI驱动的“存储超级周期”，美国存储巨头闪迪(SNDK.US)股价迎来爆发式行情，在2025年大涨580%的基础上，今年迄今再度暴涨550%，目前股价约为1542美元。即便股价飙升，Seeking Alpha撰稿人Ricardo Fernandez仍看好闪迪长期成长价值，认为随着闪迪持续深耕产业链高端环节、依托差异化产品构筑核心壁垒，公司估值仍有极大上涨空间，目标价看高至3000美元。AI数据中心需求爆发，高附加值产品构筑壁垒AI与智能体AI的规模化落地，正重塑全球存储需求格局。Fernandez表示，作为AI算力的核心载体，数据中心到2030年新增装机规划容量达100吉瓦，假设实际落地约80吉瓦，将直接推动NAND闪存年均需求增长20%。而按照已公布的产能增长计划，供需缺口预计持续至2028年。数据中心NAND需求有望持续增长数据中心使用的NAND闪存对技术的要求远高于消费电子产品闪存，尽管在供应短缺的环境下所有产品的价格都有所上涨，但当产能达到平衡时，数据中心闪存的价格仍有可能保持较高水平。Fernandez强调，数据中心的NAND闪存需求每年增长20%，部分原因是随着 AI 从训练大型语言模型(LLM)和聊天机器人转向需要更高存储强度的智能体AI，推理工作负载将会增加。与铠侠等同行不同，闪迪生产更高附加值的产品。铠侠主要是一家晶圆制造商，其控制器智能和固件部分则外包给第三方。因此，尽管闪迪和铠侠可能共享生产设施，但最终产品却截然不同，而这正是部分投资者低估闪迪在数据中心生态系统中的重要性的原因。值得关注的是，闪迪与SK海力士的战略合作，成为公司锁定高端市场的关键一步。双方将合作开发高带宽闪存(HBF)，打造介于HBM与SSD之间的新型存储层，服务于AI推理场景。业绩爆发+巨额回购，多头看高至3000美元考虑到NAND闪存需求周期的乐观前景以及公司高附加值产品的定价优势，闪迪业绩将迎来集中爆发，核心财务指标全线高增：2027财年调整后EPS有望同比增长183%，EBITDA利润率峰值将达77%，自由现金流(FCF)预计超200亿美元，且在2028年有望达到250亿美元。闪迪财务数据及预测值强劲现金流支撑大规模股东回报计划。闪迪近期表示，将在2026年回购价值60亿美元的股票，并且很可能将60%的自由现金流用于股票回购，这相当于超过8%的资本回报率。基于业绩高增与行业估值重构，Fernandez将闪迪的评级从“中性”上调至“买入”，未来12个月目标价为3000美元，较当前股价具备95%的上涨空间。市场低估闪迪在AI存储中的核心地位，其基于2027财年业绩的市盈率仅7倍，当前估值未充分反映其技术壁垒与业绩弹性。值得注意的是，Tipranks的数据显示，整体而言，华尔街分析师对闪迪持乐观看法，共识评级为“强力买入”，但平均目标价为1516.88美元，较当前股价低1.6%。闪迪的凌厉涨势已然超出华尔街分析师预期。尽管Fernandez坚信闪迪增长逻辑坚实，但他也警告称，仍需警惕三大核心风险：一是数据中心建设延迟，受资金、用地、电力短缺等因素影响，落地进度或低于预期，拖累NAND需求与价格;二是供应链约束，伊朗冲突导致能源、石化原材料短缺，推高生产成本并限制产能释放;三是2028年后需求冲击，新产能集中释放或引发供需反转，同时智能体AI普及速度不及预期，可能导致存储需求与业绩回调。Fernandez总结道，AI数据中心扩张带来的NAND需求高景气、差异化高附加值产品构筑的壁垒、2027财年业绩爆发与巨额回购，共同支撑闪迪股价上行。在当前7倍PE的低估值下，闪迪投资价值凸显。花旗集团在人工智能推动存储定价持续飙升以及AI训练/推理驱动的存储需求近乎无止境的背景之下，将其目标价上调超50%至惊人的2025美元。花旗最新目标股价意味着，已经踏入狂飙式疯牛行情的闪迪股价较本周一的美股收盘价仍有约51.9%的潜在上涨空间，此外，从最新披露的13F报告来看，华尔街最顶级机构投资者们对于存储芯片的风险敞口可谓不断扩张。美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀(David Tepper)创立并管理的顶级资管机构Appaloosa Management递交了截至2026年3月31日的第一季度美股持仓报告(13F)，报告显示，该机构大举加仓存储芯片领军者。花旗还重申了其对闪迪的“买入”评级，并且表示该公司签署的诸多长期协议有望提供80%或更高的基准毛利率预期，并提供“预先确定的强劲出货量轨迹”，这些出货量未来还将在合同期限内持续增长。花旗分析师团队最新预测数据则显示，NAND存储芯片的平均售价将在2026年大幅上涨186%，其中eSSD将大幅上涨约265%。","news_type":1,"symbols_score_info":{"SNDK":1.98,"SNDU":0.6,"SNXX":0.6}},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561899791972822","authorIdStr":"3561899791972822"},"content":"闪迪没有反向ETF，我加MUD,你加闪迪吧，毕竟是你的信仰","text":"闪迪没有反向ETF，我加MUD,你加闪迪吧，毕竟是你的信仰","html":"闪迪没有反向ETF，我加MUD,你加闪迪吧，毕竟是你的信仰"},{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"你加仓做空不就好了～我都说了 我们可以看2个月后盈亏比","text":"你加仓做空不就好了～我都说了 我们可以看2个月后盈亏比","html":"你加仓做空不就好了～我都说了 我们可以看2个月后盈亏比"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561724518500136,"gmtCreate":1778171545717,"gmtModify":1778173656660,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561899791972822","authorIdStr":"3561899791972822"},"themes":[],"title":"","htmlText":"业绩大超预期股价却扑街，明摆着就是借利好出货","listText":"业绩大超预期股价却扑街，明摆着就是借利好出货","text":"业绩大超预期股价却扑街，明摆着就是借利好出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/561724518500136","isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274689532367","authorId":"3479274689532367","name":"pjekn","avatar":"https://static.tigerbbs.com/35cf51de2c603826e1fc9987f5a3048d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274689532367","authorIdStr":"3479274689532367"},"content":"这走势太像借财报派发了 你觉得还有二杀吗","text":"这走势太像借财报派发了 你觉得还有二杀吗","html":"这走势太像借财报派发了 你觉得还有二杀吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559624686228784,"gmtCreate":1777658898306,"gmtModify":1777658900551,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561899791972822","authorIdStr":"3561899791972822"},"themes":[],"title":"","htmlText":"目标价简直成了可以随便写的数字","listText":"目标价简直成了可以随便写的数字","text":"目标价简直成了可以随便写的数字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559624686228784","repostId":"2632648381","repostType":2,"repost":{"id":"2632648381","kind":"highlight","pubTimestamp":1777645021,"share":"https://www.laohu8.com/m/news/2632648381?lang=zh_CN&edition=full","pubTime":"2026-05-01 22:17","market":"fut","language":"zh","title":"美银：将闪迪目标价上调至1550美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2632648381","media":"中金财经","summary":"美银全球研究将闪迪股票目标价位从1080美元上调至1550美元。","content":"<html><body><p>　　美银全球研究将<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>股票目标价位从1080美元上调至1550美元。\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","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>美银：将闪迪目标价上调至1550美元</title>\n<style 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靠信仰的市场涨不动了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499449858670672","isVote":1,"tweetType":1,"viewCount":3214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563121115320464,"gmtCreate":1778509362057,"gmtModify":1778509364474,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561899791972822","authorIdStr":"3561899791972822"},"themes":[],"title":"","htmlText":"既然才开始，高管大手笔减持套现是在给散户们作慈善发钱？","listText":"既然才开始，高管大手笔减持套现是在给散户们作慈善发钱？","text":"既然才开始，高管大手笔减持套现是在给散户们作慈善发钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563121115320464","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000414","authorId":"9000000000000414","name":"RandolphStilwell","avatar":"https://static.tigerbbs.com/d63237e21ae39bc54951c8ab6ec41ee9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000414","authorIdStr":"9000000000000414"},"content":"这话扎心了 真有人接吗","text":"这话扎心了 真有人接吗","html":"这话扎心了 真有人接吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562916467114496,"gmtCreate":1778459329632,"gmtModify":1778459331746,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561899791972822","authorIdStr":"3561899791972822"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗","text":"$美光科技(MU)$ 除了用这个估值不到十倍来支撑信仰。还有别的可以炒作的理由吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562916467114496","repostId":"1135015509","repostType":2,"repost":{"id":"1135015509","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1778310899,"share":"https://www.laohu8.com/m/news/1135015509?lang=zh_CN&edition=full","pubTime":"2026-05-09 15:14","market":"us","language":"zh","title":"存储双雄美光和闪迪持续暴涨，估值却仍不到10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1135015509","media":"Barrons巴伦","summary":"根源依旧不变：人工智能。","content":"<html><head></head><body><p>作者｜内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨，根源依旧不变：<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升，而<strong>最新迹象是，客户主动提出愿意为增加产能买单。</strong>据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron&#39;s的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看，AI热潮没有任何放缓迹象。</strong>仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：<strong>“近期各类消息均表明，AI基础设施需求依然强劲。”</strong>基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高，但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。</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>存储双雄美光和闪迪持续暴涨，估值却仍不到10倍</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存储双雄美光和闪迪持续暴涨，估值却仍不到10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time\">2026-05-09 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者｜内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨，根源依旧不变：<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升，而<strong>最新迹象是，客户主动提出愿意为增加产能买单。</strong>据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron&#39;s的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看，AI热潮没有任何放缓迹象。</strong>仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：<strong>“近期各类消息均表明，AI基础设施需求依然强劲。”</strong>基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高，但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e519e5deb115e28b13aae857933bc7e","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","MUU":"2倍做多MU ETF-Direxion","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","SNDK":"闪迪","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135015509","content_text":"作者｜内特·沃尔夫受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， 美光科技 与 闪迪 本周延续历史性大涨行情。道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。本周存储双雄股价大涨，根源依旧不变：人工智能。各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是紧缺重灾区。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。供应瓶颈日益收紧已导致内存价格飙升，而最新迹象是，客户主动提出愿意为增加产能买单。据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。SK海力士暂未回应Barron's的置评请求。从需求端来看，AI热潮没有任何放缓迹象。仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：“近期各类消息均表明，AI基础设施需求依然强劲。”基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。尽管股价大幅冲高，但投资者并非仅凭炒作。闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"MU":2,"MULL":0.6,"SNDU":0.6,"SNXX":0.6,"SNDK":2}},"isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461531947655398","authorId":"3461531947655398","name":"美股888","avatar":"https://static.tigerbbs.com/7de736245aa5826263d2bd80b02d4258","crmLevel":4,"crmLevelSwitch":0,"idStr":"3461531947655398","authorIdStr":"3461531947655398"},"content":"按98每股的盈利，10倍市盈率，对应1万亿美元的市值","text":"按98每股的盈利，10倍市盈率，对应1万亿美元的市值","html":"按98每股的盈利，10倍市盈率，对应1万亿美元的市值"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563098865874616,"gmtCreate":1778503925868,"gmtModify":1778503928520,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561899791972822","authorIdStr":"3561899791972822"},"themes":[],"title":"","htmlText":"第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","listText":"第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","text":"第一，你根本抄不到最低价，第二，你根本拿不住全过程，第三，每次高点崩盘前都不缺你这种自以为是自诩胜过巴菲特的宵小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563098865874616","isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561738128863584,"gmtCreate":1778174793130,"gmtModify":1778174795583,"author":{"id":"3561899791972822","authorId":"3561899791972822","name":"帅帅的爸爸","avatar":"https://static.tigerbbs.com/0501a1700aaa7542563567264289ab1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561899791972822","authorIdStr":"3561899791972822"},"themes":[],"title":"","htmlText":"既然如此，请真金白银去抄底","listText":"既然如此，请真金白银去抄底","text":"既然如此，请真金白银去抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561738128863584","repostId":"561420350144544","repostType":1,"repost":{"id":561420350144544,"gmtCreate":1778089243000,"gmtModify":1778120072511,"author":{"id":"9000000000000146","authorId":"9000000000000146","name":"big龙","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000146","authorIdStr":"9000000000000146"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>这些评论真有点无厘头。SNDK这波涨得这么猛，就回调了一天，一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a>这些评论真有点无厘头。SNDK这波涨得这么猛，就回调了一天，一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。","text":"$闪迪(SNDK)$ 这些评论真有点无厘头。SNDK这波涨得这么猛，就回调了一天，一些人就开始说“骗局要露馅了”。我完全不担心。我看SNDK年底能到2500美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561420350144544","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}