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黄小瑭

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- 黄小瑭黄小瑭
  ·05-11
  $腾讯控股(00700)$ 明显还得再跌，资金风口还是在半导体行业
  666 评论
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- 黄小瑭黄小瑭
  ·05-11
  真的可以做到600，700亿美金的盈利？英伟达也就是1100到1500亿的利润
  存储双雄美光和闪迪持续暴涨，估值却仍不到10倍
  根源依旧不变：人工智能。
  存储双雄美光和闪迪持续暴涨，估值却仍不到10倍
  108 评论
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- 黄小瑭黄小瑭
  ·2025-09-23
  $奇瑞汽车(09973)$ 100手中0，这么抢手的吗[流泪]
  1,131 评论
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- 黄小瑭黄小瑭
  ·2025-09-19
  $奇瑞汽车(09973)$ 会不会跟紫金撞上，二选一？
  5,811 3
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- 黄小瑭黄小瑭
  ·2025-09-12
  $Gemini Space Station, Inc.(GEMI)$ 一般几点知道结果？
  2,374 1
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- 黄小瑭黄小瑭
  ·2021-02-11
  $RLX科技(RLX)$昨天补仓了，开心😃
  2,998 评论
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- 黄小瑭黄小瑭
  ·2021-02-01
  $Property Solutions Acquisition Corp(PSAC)$其实现在汽车行业的角度来说，这个公司即使量产也没有说盈利的可能，因为2024年，所有的传统汽车都有专门的电动车，结果跟现在的众泰差不多
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- 黄小瑭黄小瑭
  ·2021-01-30
  $Facebook(FB)$虽然不喜欢小扎，但是这个股票也太便宜了吧……25倍pe
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- 黄小瑭黄小瑭
  ·2021-01-16
  $Playtika Holding Corp.(PLTK)$史老板太坏人品了，别的股票上市都能涨个80%-100%，这个20%到30%就涨不动了，本来就不是热门的股票，还坏了人品
  4,926 1
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- 黄小瑭黄小瑭
  ·2021-01-15
  $拼多多(PDD)$短期看到120块钱，拼多多，最近他们也想要低调点
  2,517 评论
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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 明显还得再跌，资金风口还是在半导体行业","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 明显还得再跌，资金风口还是在半导体行业","text":"$腾讯控股(00700)$ 明显还得再跌，资金风口还是在半导体行业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562984831811752","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562976121524384,"gmtCreate":1778474612134,"gmtModify":1778474614989,"author":{"id":"3561188486201478","authorId":"3561188486201478","name":"黄小瑭","avatar":"https://static.tigerbbs.com/86f95916e8304710b274defdbad758e4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561188486201478","authorIdStr":"3561188486201478"},"themes":[],"title":"","htmlText":"真的可以做到600，700亿美金的盈利？英伟达也就是1100到1500亿的利润","listText":"真的可以做到600，700亿美金的盈利？英伟达也就是1100到1500亿的利润","text":"真的可以做到600，700亿美金的盈利？英伟达也就是1100到1500亿的利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562976121524384","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":{"MUU":"2倍做多MU ETF-Direxion","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","MUD":"1倍做空MU ETF-Direxion","SNDK":"闪迪","MULL":"2倍做多MU ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","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 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