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盘前异动 | 美光科技涨超3%，日本HBM扩产项目启动，加码AI存储布局
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16:35","market":"us","language":"zh","title":"盘前异动 | 美光科技涨超3%，日本HBM扩产项目启动，加码AI存储布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1121946838","media":"老虎资讯综合","summary":"7月9日，美光科技盘前走高，盘前涨超4%。消息面上，美光启动日本广岛工厂扩建项目，总投资规模达1.5万亿日元，计划2028年起量产HBM等先进存储产品，并向英伟达等AI芯片客户供货。日本政府将提供最高5360亿日元补贴，进一步支持先进存储产能建设。","content":"<html><head></head><body><p style=\"text-align: left;\">7月9日， <a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前涨超4%，截至目前，上涨3.46%，报981.65美元。</p><p style=\"text-align: left;\">消息面上，公司日本广岛工厂扩建项目正式启动，计划投入约1.5万亿日元(约93亿美元)，用于建设先进存储生产能力。</p><p style=\"text-align: left;\">此次扩建重点布局HBM等AI相关高端存储产品。根据规划，美光预计在2028年开始量产相关产品，并计划向英伟达等AI芯片产业链客户供应先进存储产品。日本政府也将为该项目提供最高5360亿日元补贴，以支持半导体制造能力提升。</p><p style=\"text-align: left;\">随着AI服务器和数据中心建设持续推进，HBM已成为AI芯片产业链的重要环节。美光此次扩大先进存储产能，将进一步强化其在高带宽存储领域的布局，同时提高未来面向AI计算需求的供应能力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/278cdb9e8198fbaa7d734215999598ec\" data-align=\"center\" tg-width=\"1868\" 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class=\"title\">\n盘前异动 | 美光科技涨超3%，日本HBM扩产项目启动，加码AI存储布局\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\">2026-07-09 16:35</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;\">7月9日， <a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前涨超4%，截至目前，上涨3.46%，报981.65美元。</p><p style=\"text-align: left;\">消息面上，公司日本广岛工厂扩建项目正式启动，计划投入约1.5万亿日元(约93亿美元)，用于建设先进存储生产能力。</p><p style=\"text-align: left;\">此次扩建重点布局HBM等AI相关高端存储产品。根据规划，美光预计在2028年开始量产相关产品，并计划向英伟达等AI芯片产业链客户供应先进存储产品。日本政府也将为该项目提供最高5360亿日元补贴，以支持半导体制造能力提升。</p><p style=\"text-align: left;\">随着AI服务器和数据中心建设持续推进，HBM已成为AI芯片产业链的重要环节。美光此次扩大先进存储产能，将进一步强化其在高带宽存储领域的布局，同时提高未来面向AI计算需求的供应能力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/278cdb9e8198fbaa7d734215999598ec\" data-align=\"center\" tg-width=\"1868\" tg-height=\"1026\"/><span></span></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/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4535":"淡马锡持仓","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4515":"5G概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 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class=\"title\">\n盘前异动 | 美光科技涨超3%，日本HBM扩产项目启动，加码AI存储布局\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\">2026-07-09 16:35</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;\">7月9日， <a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前涨超4%，截至目前，上涨3.46%，报981.65美元。</p><p style=\"text-align: left;\">消息面上，公司日本广岛工厂扩建项目正式启动，计划投入约1.5万亿日元(约93亿美元)，用于建设先进存储生产能力。</p><p style=\"text-align: left;\">此次扩建重点布局HBM等AI相关高端存储产品。根据规划，美光预计在2028年开始量产相关产品，并计划向英伟达等AI芯片产业链客户供应先进存储产品。日本政府也将为该项目提供最高5360亿日元补贴，以支持半导体制造能力提升。</p><p style=\"text-align: left;\">随着AI服务器和数据中心建设持续推进，HBM已成为AI芯片产业链的重要环节。美光此次扩大先进存储产能，将进一步强化其在高带宽存储领域的布局，同时提高未来面向AI计算需求的供应能力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/278cdb9e8198fbaa7d734215999598ec\" data-align=\"center\" tg-width=\"1868\" tg-height=\"1026\"/><span></span></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/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4535":"淡马锡持仓","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4515":"5G概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 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