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MrCJ

IP属地：北京

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- MrCJMrCJ
  ·10-13
  DRAM就是民用而已，大众自己玩玩得了。真正高端货HBM长鑫还差得远呢。
  木头姐：长鑫存储等中国厂商扩产DRAM，存储芯片市场波动或将加剧
  报告披露，尽管目前高带宽内存需求依然强劲、行业整体呈上升趋势，但伍德指出，随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能，市场供应格局将受到冲击，从而加剧价格波动。
  木头姐：长鑫存储等中国厂商扩产DRAM，存储芯片市场波动或将加剧
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- MrCJMrCJ
  ·07-06
  $南方两倍做多海力士(07709)$ 这垃圾etf 玩蛋呢？周五涨的还没补回来，正股涨你还有脸跌？
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- MrCJMrCJ
  ·06-05
  涨的太多了，需要利空消息来获利了结。
  英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清
  市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。
  英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清
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17:16","market":"other","language":"zh","title":"木头姐：长鑫存储等中国厂商扩产DRAM，存储芯片市场波动或将加剧","url":"https://stock-news.laohu8.com/highlight/detail?id=2675245337","media":"金吾财讯","summary":"报告披露，尽管目前高带宽内存需求依然强劲、行业整体呈上升趋势，但伍德指出，随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能，市场供应格局将受到冲击，从而加剧价格波动。","content":"<html><body><p>金吾财讯 | 据外媒周二报道，ARK投资管理公司创始人凯茜·伍德“木头姐”新近表示，随着中国产能的不断增加，以剧烈周期性波动著称的存储芯片市场，波动性可能将会加剧。报告披露，尽管目前高带宽内存（HBM）需求依然强劲、行业整体呈上升趋势，但伍德指出，随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能，市场供应格局将受到冲击，从而加剧价格波动。目前，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和美光科技等传统巨头在先进存储和HBM领域占主导地位，但受市场环境影响，SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年股价自年内高点已分别回撤 51%、36%。在宏观与行业层面，伍德对中国科技行业保持谨慎。此外，她对当前的人工智能交易持乐观态度，不同意<a href=\"https://laohu8.com/S/600455\">博通</a>CEO关于市场热度已演变为投机泡沫的警告，坚信AI具备巨大的生产力提升潜力。此前，受美国半导体股抛售潮蔓延影响，全球科技股近期普遍承压下挫。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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木头姐：长鑫存储等中国厂商扩产DRAM，存储芯片市场波动或将加剧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-10-13 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据外媒周二报道，ARK投资管理公司创始人凯茜·伍德“木头姐”新近表示，随着中国产能的不断增加，以剧烈周期性波动著称的存储芯片市场，波动性可能将会加剧。报告披露，尽管目前高带宽内存（HBM）需求依然强劲、行业整体呈上升趋势，但伍德指出，随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能，市场供应格局将受到冲击，从而加剧价格波动。目前，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和美光科技等传统巨头在先进存储和HBM领域占主导地位，但受市场环境影响，SK海力士和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年股价自年内高点已分别回撤 51%、36%。在宏观与行业层面，伍德对中国科技行业保持谨慎。此外，她对当前的人工智能交易持乐观态度，不同意<a href=\"https://laohu8.com/S/600455\">博通</a>CEO关于市场热度已演变为投机泡沫的警告，坚信AI具备巨大的生产力提升潜力。此前，受美国半导体股抛售潮蔓延影响，全球科技股近期普遍承压下挫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","BAI":"iShares A.I. 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据外媒周二报道，ARK投资管理公司创始人凯茜·伍德“木头姐”新近表示，随着中国产能的不断增加，以剧烈周期性波动著称的存储芯片市场，波动性可能将会加剧。报告披露，尽管目前高带宽内存（HBM）需求依然强劲、行业整体呈上升趋势，但伍德指出，随着以中国长鑫存储为代表的竞争对手不断扩大DRAM产能，市场供应格局将受到冲击，从而加剧价格波动。目前，SK海力士、三星电子和美光科技等传统巨头在先进存储和HBM领域占主导地位，但受市场环境影响，SK海力士和三星今年股价自年内高点已分别回撤 51%、36%。在宏观与行业层面，伍德对中国科技行业保持谨慎。此外，她对当前的人工智能交易持乐观态度，不同意博通CEO关于市场热度已演变为投机泡沫的警告，坚信AI具备巨大的生产力提升潜力。此前，受美国半导体股抛售潮蔓延影响，全球科技股近期普遍承压下挫。","news_type":1,"symbols_score_info":{"SOXQ":0.6,"ARKK":1.84,"WLDR":0.6,"MU":1.85,"MUG":0.6,"FAI":0.6,"CHAT":0.6,"CHPS":0.6,"EMSF":0.6,"IXN":0.6,"RULE":0.6,"USXF":0.6,"AIS":0.6,"MUU":0.6,"FDTX":0.6,"HYNX":0.6,"EGGY":0.6,"SKHZ":0.6,"SKUU":0.6,"XNTK":0.6,"SOXX":0.6,"MUZ":0.6,"PSI":0.6,"PTF":0.6,"JGRO":0.6,"VGT":0.6,"XLK":0.6,"SKHL":0.6,"IETC":0.6,"MIC":0.6,"EFIV":0.6,"BAI":0.6,"ARTY":0.6,"WUGI":0.6,"AIFD":0.6,"BOBP":0.6,"SKHX":0.6,"SK":0.6,"TTXU":0.6,"SMH":0.6,"AIQ":0.6,"SMU00main":0.6,"SKHA":0.6,"SKHY":1.89,"SHOC":0.6,"LEGR":0.6,"SKHU":0.6,"FXL":0.6,"FTEC":0.6,"07709":0.6,"MUYY":0.6,"SKHYV":0.6,"SKHQ":0.6,"SKHN":0.6,"CHPX":0.6,"CGGO":0.6,"SKDD":0.6,"TRFK":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":582733012895104,"gmtCreate":1783300309009,"gmtModify":1783301827196,"author":{"id":"3542787129508800","authorId":"3542787129508800","name":"MrCJ","avatar":"https://static.tigerbbs.com/ed39df63fae4e533b53e0f09bde6cd7d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542787129508800","authorIdStr":"3542787129508800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 这垃圾etf 玩蛋呢？周五涨的还没补回来，正股涨你还有脸跌？","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 这垃圾etf 玩蛋呢？周五涨的还没补回来，正股涨你还有脸跌？","text":"$南方两倍做多海力士(07709)$ 这垃圾etf 玩蛋呢？周五涨的还没补回来，正股涨你还有脸跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/582733012895104","isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480199852678159","authorId":"3480199852678159","name":"poni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3480199852678159","authorIdStr":"3480199852678159"},"content":"跑的人太多了，溢价低……","text":"跑的人太多了，溢价低……","html":"跑的人太多了，溢价低……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571934801801832,"gmtCreate":1780644767060,"gmtModify":1780646594926,"author":{"id":"3542787129508800","authorId":"3542787129508800","name":"MrCJ","avatar":"https://static.tigerbbs.com/ed39df63fae4e533b53e0f09bde6cd7d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542787129508800","authorIdStr":"3542787129508800"},"themes":[],"title":"","htmlText":"涨的太多了，需要利空消息来获利了结。","listText":"涨的太多了，需要利空消息来获利了结。","text":"涨的太多了，需要利空消息来获利了结。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571934801801832","repostId":"1169570143","repostType":2,"repost":{"id":"1169570143","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1780626424,"share":"https://www.laohunote.com/m/news/1169570143?lang=zh_CN&edition=full","pubTime":"2026-06-05 10:27","market":"us","language":"zh","title":"英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清","url":"https://stock-news.laohu8.com/highlight/detail?id=1169570143","media":"老虎资讯综合","summary":"市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。","content":"<html><head></head><body><p style=\"text-align: left;\">近日市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。受相关消息影响，内存板块承压，美光科技周四收跌近8%，SK海力士周五一度大跌近10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11df18418789d6cff8f583b1212bddc8\" data-align=\"center\" tg-width=\"1152\" tg-height=\"733\"/><span></span></p><p style=\"text-align: left;\">不过，发布相关研究的SemiAnalysis创始人兼CEO兼首席分析师Dylan Patel随后出面澄清称，市场对报告内容存在误读。他表示，不少人在转发过程中忽略了报告的大部分核心内容，而原始研报本身也并未使用类似“英伟达大砍内存配置”等吸引眼球的表述。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/027fd6485a9e8428bf86029ac03f1057\" data-align=\"center\" tg-width=\"596\" tg-height=\"643\"/><span></span></p><p style=\"text-align: left;\">市场人士认为，目前关于Rubin平台最终内存配置、量产节奏及对HBM需求的实际影响仍存在较大不确定性，投资者或需等待更多官方信息及产业链验证。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达削减Rubin内存配置引发内存股大跌？SemiAnalysis创始人紧急出面澄清\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-05 10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">近日市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。受相关消息影响，内存板块承压，美光科技周四收跌近8%，SK海力士周五一度大跌近10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11df18418789d6cff8f583b1212bddc8\" data-align=\"center\" tg-width=\"1152\" tg-height=\"733\"/><span></span></p><p style=\"text-align: left;\">不过，发布相关研究的SemiAnalysis创始人兼CEO兼首席分析师Dylan Patel随后出面澄清称，市场对报告内容存在误读。他表示，不少人在转发过程中忽略了报告的大部分核心内容，而原始研报本身也并未使用类似“英伟达大砍内存配置”等吸引眼球的表述。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/027fd6485a9e8428bf86029ac03f1057\" data-align=\"center\" tg-width=\"596\" tg-height=\"643\"/><span></span></p><p style=\"text-align: left;\">市场人士认为，目前关于Rubin平台最终内存配置、量产节奏及对HBM需求的实际影响仍存在较大不确定性，投资者或需等待更多官方信息及产业链验证。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","STX":"希捷科技","WDCX":"Tradr 2X Long WDC Daily ETF","MUU":"2倍做多MU ETF-Direxion","SNDU":"2倍做多SNDK ETF-T-REX","WDC":"西部数据","SNXX":"2倍做多SNDK ETF-Tradr","MULL":"2倍做多MU ETF-GraniteShares","MUD":"1倍做空MU ETF-Direxion","SNDK":"闪迪","RMBS":"Rambus","MU":"美光科技","07747":"南方两倍做多三星电子","SIMO":"慧荣科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169570143","content_text":"近日市场流传消息称，英伟达下一代AI服务器集群Rubin NVL72为缓解供应链压力，将单机柜内存容量由原规划的55TB下调至28TB，并改用96GB SOCAMM内存模块替代192GB版本。受相关消息影响，内存板块承压，美光科技周四收跌近8%，SK海力士周五一度大跌近10%。不过，发布相关研究的SemiAnalysis创始人兼CEO兼首席分析师Dylan Patel随后出面澄清称，市场对报告内容存在误读。他表示，不少人在转发过程中忽略了报告的大部分核心内容，而原始研报本身也并未使用类似“英伟达大砍内存配置”等吸引眼球的表述。市场人士认为，目前关于Rubin平台最终内存配置、量产节奏及对HBM需求的实际影响仍存在较大不确定性，投资者或需等待更多官方信息及产业链验证。","news_type":1,"symbols_score_info":{"STX":2,"SNXX":0.6,"07747":2,"07709":2,"SNDK":2,"RMBS":2,"SIMO":2,"MULL":0.6,"MUD":0.6,"MUU":0.6,"MU":2,"PSTG":2,"SNDU":0.6,"WDC":2,"WDCX":0.6}},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}