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去会所
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·
11-28
这坑货😡
Tilray Inc宣布按1-10反向拆股
Tilray In宣布按1-10反向拆股。反向股票分割预计将于美国东部时间 2025 年 12 月 1 日下午 4:01 生效（“生效日”），公司普通股将于 2025 年 12 月 2 日开市时以分割调整后的价格开始交易，股票代码仍为 TLRY，新的 CUSIP 编号为88688T209。
Tilray Inc宣布按1-10反向拆股
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去会所
·
11-27
回购却不销毁。。
港股异动 | 小米集团涨超3%，月内回购总额超12亿港元
11月27日，$小米集团-W(01810)$盘中涨超3%，11月26日，$小米(XIACY)$集团于$港交所(00388)$发布公告，以平均价40.14港元再次回购750万股，总斥资金额超3亿港元。这是$小米(81810)$本月以来第四次回购，本月回购股票总数已达3150万股，总金额超12亿港元。
港股异动 | 小米集团涨超3%，月内回购总额超12亿港元
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去会所
·
11-24
上周差点进了，躲过一劫吗？其实还是希望它能成的，功德无量
异动解读 | 诺和诺德盘前大跌13.23%，阿尔茨海默病药物试验失败
诺和诺德（NVO）今日盘前股价大跌13.23%，引发市场高度关注。这一显著跌幅使得投资者对公司前景产生担忧。 股价下跌的主要原因是公司最新公布的临床试验结果不如预期。诺和诺德的EVOKE/EVOKE+试验，旨在评估其药物对阿尔茨海默病的治疗效果，未能显示出显著的疾病减缓作用。这一结果对公司在神经退行性疾病治疗领域的发展前景造成了重大打击，直接导致投资者信心受挫，从而引发了股价的大幅下跌。
异动解读 | 诺和诺德盘前大跌13.23%，阿尔茨海默病药物试验失败
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去会所
·
11-22
$艾马克技术公司(AMKR)$
今晚能50个点吗兄弟？[难过] [难过] [难过] [难过] [难过]
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去会所
·
11-20
$艾马克技术公司(AMKR)$
今晚来20个点吧兄弟[爱你]
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去会所
·
11-13
$艾马克技术公司(AMKR)$
争气点吧[生气]
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去会所
·
11-10
高管自己都着急抛售。。
非常抱歉，此主贴已删除
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去会所
·
11-06
这应该算利空吧？股价还涨了？
要求远超 JEDEC 标准！再传美光HBM4测试认证失败
报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。面对市场质疑，美光方面多次公开反驳。关于美光 HBM4 测试认证进展的争议，目前仍处于官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，SK 海力士与三星有望瓜分超 90% 份额。若广发证券报告属实，美光将彻底错失 HBM4 的 “第一波红利”。
要求远超 JEDEC 标准！再传美光HBM4测试认证失败
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去会所
·
11-03
就是黄金实物不够提了呗[无语]
非常抱歉，此主贴已删除
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去会所
·
10-28
12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到
异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧
艾马克技术公司在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。
异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧
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In宣布按1-10反向拆股。反向股票分割预计将于美国东部时间 2025 年 12 月 1 日下午 4:01 生效（“生效日”），公司普通股将于 2025 年 12 月 2 日开市时以分割调整后的价格开始交易，股票代码仍为 TLRY，新的 CUSIP 编号为<strong>88688T209。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41d3986aa65ed3d9893a914216ece72d\" tg-width=\"1849\" tg-height=\"581\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166338625","content_text":"Tilray In宣布按1-10反向拆股。反向股票分割预计将于美国东部时间 2025 年 12 月 1 日下午 4:01 生效（“生效日”），公司普通股将于 2025 年 12 月 2 日开市时以分割调整后的价格开始交易，股票代码仍为 TLRY，新的 CUSIP 编号为88688T209。","news_type":1,"symbols_score_info":{"TLRY":2}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504554697245392,"gmtCreate":1764210247951,"gmtModify":1764210250628,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"title":"","htmlText":"回购却不销毁。。","listText":"回购却不销毁。。","text":"回购却不销毁。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/504554697245392","repostId":"1141988410","repostType":4,"repost":{"id":"1141988410","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":1764209844,"share":"https://www.laohu8.com/m/news/1141988410?lang=&edition=full","pubTime":"2025-11-27 10:17","market":"hk","language":"zh","title":"港股异动 | 小米集团涨超3%，月内回购总额超12亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1141988410","media":"老虎资讯综合","summary":"11月27日，$小米集团-W(01810)$盘中涨超3%，11月26日，$小米(XIACY)$集团于$港交所(00388)$发布公告，以平均价40.14港元再次回购750万股，总斥资金额超3亿港元。这是$小米(81810)$本月以来第四次回购，本月回购股票总数已达3150万股，总金额超12亿港元。","content":"<html><head></head><body><p>11月27日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘中涨超3%，11月26日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团于<a href=\"https://laohu8.com/S/00388\">港交所</a>发布公告，以平均价40.14港元再次回购750万股，总斥资金额超3亿港元。这是<a href=\"https://laohu8.com/S/81810\">小米</a>本月以来第四次回购，本月回购股票总数已达3150万股，总金额超12亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09af9b4ae03f4b3821b555f5572b0b13\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>港股异动 | 小米集团涨超3%，月内回购总额超12亿港元</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; 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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港股异动 | 小米集团涨超3%，月内回购总额超12亿港元\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\">2025-11-27 10:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月27日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘中涨超3%，11月26日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团于<a href=\"https://laohu8.com/S/00388\">港交所</a>发布公告，以平均价40.14港元再次回购750万股，总斥资金额超3亿港元。这是<a href=\"https://laohu8.com/S/81810\">小米</a>本月以来第四次回购，本月回购股票总数已达3150万股，总金额超12亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09af9b4ae03f4b3821b555f5572b0b13\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141988410","content_text":"11月27日，小米集团-W盘中涨超3%，11月26日，小米集团于港交所发布公告，以平均价40.14港元再次回购750万股，总斥资金额超3亿港元。这是小米本月以来第四次回购，本月回购股票总数已达3150万股，总金额超12亿港元。","news_type":1,"symbols_score_info":{"01810":2}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503674022679344,"gmtCreate":1763990366640,"gmtModify":1763990369008,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"title":"","htmlText":"上周差点进了，躲过一劫吗？其实还是希望它能成的，功德无量","listText":"上周差点进了，躲过一劫吗？其实还是希望它能成的，功德无量","text":"上周差点进了，躲过一劫吗？其实还是希望它能成的，功德无量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503674022679344","repostId":"1168163707","repostType":2,"repost":{"id":"1168163707","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1763983828,"share":"https://www.laohu8.com/m/news/1168163707?lang=&edition=full","pubTime":"2025-11-24 19:30","market":"us","language":"zh","title":"异动解读 | 诺和诺德盘前大跌13.23%，阿尔茨海默病药物试验失败","url":"https://stock-news.laohu8.com/highlight/detail?id=1168163707","media":"异动解读","summary":"诺和诺德（NVO）今日盘前股价大跌13.23%，引发市场高度关注。这一显著跌幅使得投资者对公司前景产生担忧。\n\n股价下跌的主要原因是公司最新公布的临床试验结果不如预期。诺和诺德的EVOKE/EVOKE+试验，旨在评估其药物对阿尔茨海默病的治疗效果，未能显示出显著的疾病减缓作用。这一结果对公司在神经退行性疾病治疗领域的发展前景造成了重大打击，直接导致投资者信心受挫，从而引发了股价的大幅下跌。","content":"<p>诺和诺德（NVO）今日盘前股价大跌13.23%，引发市场高度关注。这一显著跌幅使得投资者对公司前景产生担忧。</p>\n\n<p>股价下跌的主要原因是公司最新公布的临床试验结果不如预期。诺和诺德的EVOKE/EVOKE+试验，旨在评估其药物对阿尔茨海默病的治疗效果，未能显示出显著的疾病减缓作用。这一结果对公司在神经退行性疾病治疗领域的发展前景造成了重大打击，直接导致投资者信心受挫，从而引发了股价的大幅下跌。</p>","source":"ai_movement_cn","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>异动解读 | 诺和诺德盘前大跌13.23%，阿尔茨海默病药物试验失败</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; 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争气点吧[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499792542900552","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498867161231424,"gmtCreate":1762761511399,"gmtModify":1762761513693,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"title":"","htmlText":"高管自己都着急抛售。。","listText":"高管自己都着急抛售。。","text":"高管自己都着急抛售。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498867161231424","repostId":"1103628962","repostType":2,"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497024866173104,"gmtCreate":1762366479289,"gmtModify":1762366481526,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"title":"","htmlText":"这应该算利空吧？股价还涨了？","listText":"这应该算利空吧？股价还涨了？","text":"这应该算利空吧？股价还涨了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497024866173104","repostId":"2581711444","repostType":2,"repost":{"id":"2581711444","kind":"news","pubTimestamp":1762314364,"share":"https://www.laohu8.com/m/news/2581711444?lang=&edition=full","pubTime":"2025-11-05 11:46","market":"us","language":"zh","title":"要求远超 JEDEC 标准！再传美光HBM4测试认证失败","url":"https://stock-news.laohu8.com/highlight/detail?id=2581711444","media":"微电子制造","summary":"报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。面对市场质疑，美光方面多次公开反驳。关于美光 HBM4 测试认证进展的争议，目前仍处于官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，SK 海力士与三星有望瓜分超 90% 份额。若广发证券报告属实，美光将彻底错失 HBM4 的 “第一波红利”。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251105124124735v201p0qryhz64gk\"/><p>消息称，<a href=\"https://laohu8.com/S/000776\">广发证券</a>香港分行于 11 月 3 日发布报告指出，<a href=\"https://laohu8.com/S/MU\">美光科技</a>下一代高带宽内存（HBM4）未能满足<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。</p><p>报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。</p><p>这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 因功耗控制和散热性能不达标，已启动架构调整，量产时间可能延后 9 个月，甚至面临错失英伟达 Rubin 平台（2026 年推出）首批订单的风险。</p><p>行业分析机构 TrendForce 也在同期报告中指出，美光采用的 12nm 级逻辑芯片工艺，与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的 4nm 工艺、SK 海力士的<a href=\"https://laohu8.com/S/TSM\">台积电</a> 12nm 工艺存在代差，直接导致其 HBM4 的能效比落后竞品 15%-20%，“这对追求‘高带宽、低功耗’的 AI 服务器而言，是难以接受的短板”。</p><p>面对市场质疑，美光方面多次公开反驳。在 9 月 24 日的财报电话会议上，美光 CEO Sanjay Mehrotra 曾高调宣布，HBM4 样品已实现 11Gbps 传输速率、2.8TB/s 带宽，不仅远超 JEDEC 标准的 8Gbps 和 2TB/s，还 “显著优于行业竞品”，且已向英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a> 等核心客户交付最终样品，2026 财年第二季度启动首批供货的计划 “没有变化”。</p><p>10 月，美光投资者交流会上透露，截至 10 月中旬，2026 年 HBM4 规划产能的 80% 已被意向订单锁定，客户对产品性能 “反馈积极”；同时，为支撑 HBM4 量产，美光已将 2026 年相关资本开支提升至总投入的 35%，重点用于先进封装产线升级与高纯度硅晶圆采购。</p><p>针对 “封装良率低” 的说法，美光回应称，通过设备迭代与工艺优化，TC-NCF 技术良率已提升至 75%，“完全能满足量产需求”。</p><p>关于美光 HBM4 测试认证进展的争议，目前仍处于<strong>官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，</strong>SK 海力士与三星有望瓜分超 90% 份额。若<a href=\"https://laohu8.com/S/01776\">广发证券</a>报告属实，美光将彻底错失 HBM4 的 “第一波红利”。</p></article></body></html>","source":"tencent","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>要求远超 JEDEC 标准！再传美光HBM4测试认证失败</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{ 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}\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要求远超 JEDEC 标准！再传美光HBM4测试认证失败\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 11:46 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b><strong>微电子制造</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>消息称，广发证券香港分行于 11 月 3 日发布报告指出，美光科技下一代高带宽内存（HBM4）未能满足英伟达关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4512":"苹果概念","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc 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标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 因功耗控制和散热性能不达标，已启动架构调整，量产时间可能延后 9 个月，甚至面临错失英伟达 Rubin 平台（2026 年推出）首批订单的风险。行业分析机构 TrendForce 也在同期报告中指出，美光采用的 12nm 级逻辑芯片工艺，与三星的 4nm 工艺、SK 海力士的台积电 12nm 工艺存在代差，直接导致其 HBM4 的能效比落后竞品 15%-20%，“这对追求‘高带宽、低功耗’的 AI 服务器而言，是难以接受的短板”。面对市场质疑，美光方面多次公开反驳。在 9 月 24 日的财报电话会议上，美光 CEO Sanjay Mehrotra 曾高调宣布，HBM4 样品已实现 11Gbps 传输速率、2.8TB/s 带宽，不仅远超 JEDEC 标准的 8Gbps 和 2TB/s，还 “显著优于行业竞品”，且已向英伟达、AMD 等核心客户交付最终样品，2026 财年第二季度启动首批供货的计划 “没有变化”。10 月，美光投资者交流会上透露，截至 10 月中旬，2026 年 HBM4 规划产能的 80% 已被意向订单锁定，客户对产品性能 “反馈积极”；同时，为支撑 HBM4 量产，美光已将 2026 年相关资本开支提升至总投入的 35%，重点用于先进封装产线升级与高纯度硅晶圆采购。针对 “封装良率低” 的说法，美光回应称，通过设备迭代与工艺优化，TC-NCF 技术良率已提升至 75%，“完全能满足量产需求”。关于美光 HBM4 测试认证进展的争议，目前仍处于官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，SK 海力士与三星有望瓜分超 90% 份额。若广发证券报告属实，美光将彻底错失 HBM4 的 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","text":"就是黄金实物不够提了呗[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496046477972232","repostId":"1121673171","repostType":2,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494039914050424,"gmtCreate":1761636389225,"gmtModify":1761636449040,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到","listText":"12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到","text":"12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494039914050424","repostId":"1199588398","repostType":2,"repost":{"id":"1199588398","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1761627043,"share":"https://www.laohu8.com/m/news/1199588398?lang=&edition=full","pubTime":"2025-10-28 12:50","market":"us","language":"zh","title":"异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1199588398","media":"异动解读","summary":"艾马克技术公司在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。","content":"<p>艾马克技术公司（股票代码：AMKR）在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。</p>\n\n<p>虽然具体财报数据尚未完全公开，但投资者的负面反应表明，公司的业绩可能未能达到市场预期。在当前科技行业面临诸多挑战的背景下，任何低于预期的财务表现都可能引发投资者的担忧，进而导致股价下跌。</p>\n\n<p>此外，首席执行官更替计划的宣布也为公司前景增添了不确定性。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。分析人士指出，投资者将密切关注公司在随后的财报电话会议中提供的更多细节，以评估公司未来的发展方向和潜在风险。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。</p>","source":"ai_movement_cn","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\" 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-28 12:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>艾马克技术公司（股票代码：AMKR）在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。</p>\n\n<p>虽然具体财报数据尚未完全公开，但投资者的负面反应表明，公司的业绩可能未能达到市场预期。在当前科技行业面临诸多挑战的背景下，任何低于预期的财务表现都可能引发投资者的担忧，进而导致股价下跌。</p>\n\n<p>此外，首席执行官更替计划的宣布也为公司前景增添了不确定性。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。分析人士指出，投资者将密切关注公司在随后的财报电话会议中提供的更多细节，以评估公司未来的发展方向和潜在风险。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMKR":"艾马克技术公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199588398","content_text":"艾马克技术公司（股票代码：AMKR）在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。\n虽然具体财报数据尚未完全公开，但投资者的负面反应表明，公司的业绩可能未能达到市场预期。在当前科技行业面临诸多挑战的背景下，任何低于预期的财务表现都可能引发投资者的担忧，进而导致股价下跌。\n此外，首席执行官更替计划的宣布也为公司前景增添了不确定性。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。分析人士指出，投资者将密切关注公司在随后的财报电话会议中提供的更多细节，以评估公司未来的发展方向和潜在风险。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。","news_type":1,"symbols_score_info":{"AMKR":1}},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}