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吉林临江
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吉林临江
吉林临江
·
01-22
笑了
算力税第二波，CPU涨价
随着AI向自主执行任务的智能体演进，算力瓶颈正从GPU转向CPU。智能体80%-90%的任务延迟来自CPU的沙箱环境与工具调用，IDC预测智能体五年将增长70倍，带来千万片级需求。而供给端英特尔、台积电产能已达极限，交付周期延长至24周。供需失衡下，CPU价格已上涨10-15%。
算力税第二波，CPU涨价
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吉林临江
吉林临江
·
01-21
真的，很搞笑，特朗普一声，然后就起飞了？
异动 | 核电股快速拉升，Oklo涨超7%！特朗普称美国正大力发展核能
1月21日，美股核电股盘前快速拉升，$Oklo(OKLO)$涨超7%，$NuScale Power(SMR)$涨超6%，$Centrus Energy(LEU)$、$Cameco(CCJ)$涨超3%。美国总统特朗普称，美国正“大力”发展核能。
异动 | 核电股快速拉升，Oklo涨超7%！特朗普称美国正大力发展核能
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吉林临江
吉林临江
·
01-14
Replying to
@响亮的厂
:你又知道了？//
@响亮的厂
:你就不知道了，英特尔的爆发力主要是在硅基量子芯片上
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吉林临江
吉林临江
·
01-08
**华尔街
“芯”主角换人？从GPU转向存储，华尔街押注SanDisk、美光等三雄
AI需求驱动内存与存储热潮，闪迪股价创11个月来最大单日涨幅，存储板块整体动能强劲。于去年2月重新成为独立公司，并在年中加入标普500指数，其2025年交易期间股价累计上涨超过550%。根据道琼斯市场数据，闪迪周二股价上涨27.6%，创下自2025年2月18日28.7%涨幅以来的最佳单日表现。克莱因补充称，闪迪周一也向投资者表达了积极信息，对需求和长期供应协议持乐观态度。同期，美光股价上涨10%，西部数据上涨约17%，希捷上涨14%。
“芯”主角换人？从GPU转向存储，华尔街押注SanDisk、美光等三雄
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吉林临江
吉林临江
·
01-07
$英特尔(INTC)$
射飞
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吉林临江
吉林临江
·
01-07
$Oklo Inc.(OKLO)$
ma
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吉林临江
吉林临江
·
01-06
很搞笑这种新闻，
AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%
周一，据媒体援引行业匿名人士消息，$三星电子$与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。据悉，$三星$与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。
AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%
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吉林临江
吉林临江
·
2025-12-15
什么时候财报？，准备做了吗？
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吉林临江
吉林临江
·
2025-12-05
这是在干嘛？
异动解读 | Oklo宣布15亿美元售股计划后盘后大跌7.22%
Oklo Inc.（OKLO）今日盘后股价大跌7.22%，引起了市场的广泛关注。消息面上，Oklo宣布了一项高达15亿美元的“场内”股票发行计划，导致其股价在盘后交易中大幅下跌。该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此前，Oklo股价在周四收盘时上涨15.6%，报111.65美元，但售股计划公布后市场反应消极。
异动解读 | Oklo宣布15亿美元售股计划后盘后大跌7.22%
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吉林临江
吉林临江
·
2025-11-25
$甲骨文(ORCL)$
真垃圾
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src=\"https://static.tigerbbs.com/7f377fa341575247d9d13396d2e4e05c\" tg-width=\"560\" tg-height=\"240\"/></p><p>机构的共识正在迅速形成。<a href=\"https://laohu8.com/S/601456\">国联民生</a>证券与<a href=\"https://laohu8.com/S/002673\">西部证券</a>在近期报告中不约而同地指出，<strong>当前CPU市场的供需变化并非周期性波动，而是由AI智能体应用规模化落地所驱动的结构性变革。</strong></p><p>与以GPU为核心的AI训练不同，在智能体工作负载中<strong>，CPU承担了包括工具调用、任务编排、实时决策等大量非AI原生计算，相关处理耗时占总任务延迟的比例高达80%-90%。这使得CPU在系统层面可能比GPU更早成为性能瓶颈。</strong></p><p><strong>需求前景已在数据层面得到支撑。</strong>据IDC预测，全球活跃智能体数量将从2025年的约2860万个，迅速增长至2030年的22.16亿个，年复合增长率达139%。在中性情景下，长期对应的CPU需求或将突破1173万片量级，形成显著增量市场。</p><p><strong>CPU的供给端亦面临着极限承压。</strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>数据显示英特尔先进制程产能利用率已达120%-130%的超载状态，<a href=\"https://laohu8.com/S/TSM\">台积电</a>先进封装产能瓶颈更将CPU交付周期从正常的8-10周拉长至24周以上。</p><p>在此趋势下，国产CPU厂商迎来产业与政策的双重机遇。CPU，这一曾长期被视为“传统”的算力组件，正在AI智能体浪潮中重新确立其系统级价值。</p><h2 id=\"id_56202647\">AI智能体催化“域外CPU”需求重塑</h2><p>传统AI计算将算力重心完全置于GPU之上，主要用于模型的训练与推理加速。然而，<strong>随着AI向具备自主规划与执行能力的智能体演进，计算负载的结构正在发生根本性重构。</strong></p><p>智能体要完成一个实际任务，例如“分析一批简历数据”，其工作流程远超简单的API调用。它需要自主执行：创建独立沙箱环境、访问指定网盘下载文件、解压压缩包、运行数据分析脚本、生成可视化报表，最后清理并释放环境资源。在这一完整任务链中，<strong>仅任务拆解与结果生成环节依赖GPU进行推理，而占整个流程时长80%-90%的中间步骤——包括文件操作、代码执行、数据处理与系统调度——全部由CPU承担。</strong></p><p>英特尔发布的白皮书《以CPU为核心的智能体AI视角》明确指出，智能体工作负载的延迟主要来自CPU侧的工具处理任务。</p><h2 id=\"id_1678786363\">智能体架构范式统一：主流平台全面转向“沙箱执行”模式</h2><p><strong>随着AI智能体从概念走向规模化应用，产业技术架构正在发生根本性重构。</strong>根据<a href=\"https://laohu8.com/S/601211\">国泰海通</a>电子的产业调研，自2025年下半年以来，<strong>包括豆包、<a href=\"https://laohu8.com/S/02513\">智谱</a>在内的主流AI平台已全面转向“沙箱执行”架构模式。</strong>该模式的核心在于为每个智能体任务创建独立、隔离的虚拟执行环境，以安全地完成文件操作、代码运行、网络访问等外部调用。这种架构转变直接催生了新型算力需求特征：<strong>CPU资源消耗与用户规模及任务并发量呈强相关性，而与GPU数量呈现弱关联性</strong>。</p><p>工程实践的突破为这一架构演进提供了关键技术支撑。DeepSeek研究团队在论文中展示了里程碑式的“存算分离”方案：成功将1000亿参数的嵌入表完全存储于CPU主机内存，而非传统的GPU显存。通过精密的PCIe异步数据传输机制，该方案仅带来不足3% 的额外推理延迟，在工程可行性上实现了关键突破。</p><p>这一技术突破揭示了两大产业趋势：<strong>在技术路径上</strong>，模型参数规模对GPU显存容量的依赖被有效打破，性价比更优的主机内存成为大规模参数存储的可行选择；<strong>在系统架构上</strong>，<strong>CPU的角色定位发生本质变化，从辅助计算单元转变为数据调度与系统管理的核心枢纽，承担起海量参数的实时检索、智能筛选及高效转发等关键职能。</strong></p><h2 id=\"id_3216144817\">供需失衡加速涨价预期</h2><p>需求结构剧变恰逢供给端产能瓶颈的双重挤压。</p><p>根据TrendForce 2026年1月供应链监测报告，<strong>台积电N2与N3等先进制程到2027年的产能已被<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>等巨头瓜分。</strong>由于高端GPU与定制ASIC在“单晶圆产出价值”上显著高于传统CPU，代工厂产能分配存在明显倾斜。与此同时，CoWoS等先进封装技术的瓶颈进一步恶化了供应链——IDC分析指出，<strong>其产能利用率在2025年第四季度便已突破100%，导致CPU出货周期从正常的8-10周延长至24周以上。</strong></p><p>英特尔内部生态同样面临极限压力。随着其18A工艺进入量产高峰，该公司不仅需保障自身酷睿与至强系列供应，还需履行对<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等外部代工客户的承诺。摩根大通研报指出，英特尔核心节点的产能利用率已攀升至120%-130%的超负荷状态，迫使部分非核心组件转移至<a href=\"https://laohu8.com/S/UMC\">联电</a>等二线代工厂。</p><p>西部证券最新行业点评指出，<strong>为应对供需失衡并保障供应稳定，英特尔与AMD已计划将服务器CPU价格上调10%-15%，且2026年两家厂商的服务器CPU产能“已基本预售完毕”。</strong></p><p>总而言之，<strong>随着AI从“内容生成”迈向“任务执行”，算力需求的核心正经历结构性迁移——从以GPU为中心的并行计算，转向以CPU为枢纽的系统调度与资源协调。在供给端产能已达物理极限、需求端受智能体应用指数级增长驱动的双重作用下，CPU不仅面临持续的价格上行压力</strong>，其在整个计算体系中的战略价值更在经历系统性重估。</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>算力税第二波，CPU涨价</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; }\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算力税第二波，CPU涨价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-22 20:48 北京时间 <a href=https://wallstreetcn.com/articles/3763943><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中美CPU巨头股价大涨，市场对CPU涨价预期升温。涨价源于AI智能体架构变革：智能体执行任务需创建独立沙箱环境以调用工具、处理文件，该环境完全依赖CPU运行。IDC预测智能体五年增长70倍将带来千万片级增量需求，但供给端产能已达极限。在供需结构性失衡下，CPU正接替GPU成为“算力税”第二波承载者。全球半导体市场出现结构性变化，传统意义上被视为成熟品类的CPU领域，正成为资本市场的关注焦点。截至1...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3763943\">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/330e8271ecf3edd0e6023ae468320ed0","relate_stocks":{"BK4579":"人工智能","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4605":"半导体精选","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","BK4575":"芯片概念","AMD":"美国超微公司","BK4023":"应用软件","INTC":"英特尔","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","BK6511":"医疗保健服务概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4587":"ChatGPT概念","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4528":"SaaS概念","TSM":"台积电","BK6092":"保健护理机构","BK4535":"淡马锡持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4515":"5G概念","04335":"英特尔-T","BK4612":"AI芯片"},"source_url":"https://wallstreetcn.com/articles/3763943","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605049495","content_text":"中美CPU巨头股价大涨，市场对CPU涨价预期升温。涨价源于AI智能体架构变革：智能体执行任务需创建独立沙箱环境以调用工具、处理文件，该环境完全依赖CPU运行。IDC预测智能体五年增长70倍将带来千万片级增量需求，但供给端产能已达极限。在供需结构性失衡下，CPU正接替GPU成为“算力税”第二波承载者。全球半导体市场出现结构性变化，传统意义上被视为成熟品类的CPU领域，正成为资本市场的关注焦点。截至1月21日，英特尔股价创下近四年新高，年内涨幅超44%；AMD延续连续上涨态势；A股市场中，龙芯中科与海光信息分别录得20%涨停及单日涨幅超13%。这一行情背后，反映的是市场对“算力税”传导逻辑的重新定价，继GPU因AI训练需求大涨之后，CPU正在成为算力成本上涨的第二波承载者。机构的共识正在迅速形成。国联民生证券与西部证券在近期报告中不约而同地指出，当前CPU市场的供需变化并非周期性波动，而是由AI智能体应用规模化落地所驱动的结构性变革。与以GPU为核心的AI训练不同，在智能体工作负载中，CPU承担了包括工具调用、任务编排、实时决策等大量非AI原生计算，相关处理耗时占总任务延迟的比例高达80%-90%。这使得CPU在系统层面可能比GPU更早成为性能瓶颈。需求前景已在数据层面得到支撑。据IDC预测，全球活跃智能体数量将从2025年的约2860万个，迅速增长至2030年的22.16亿个，年复合增长率达139%。在中性情景下，长期对应的CPU需求或将突破1173万片量级，形成显著增量市场。CPU的供给端亦面临着极限承压。摩根大通数据显示英特尔先进制程产能利用率已达120%-130%的超载状态，台积电先进封装产能瓶颈更将CPU交付周期从正常的8-10周拉长至24周以上。在此趋势下，国产CPU厂商迎来产业与政策的双重机遇。CPU，这一曾长期被视为“传统”的算力组件，正在AI智能体浪潮中重新确立其系统级价值。AI智能体催化“域外CPU”需求重塑传统AI计算将算力重心完全置于GPU之上，主要用于模型的训练与推理加速。然而，随着AI向具备自主规划与执行能力的智能体演进，计算负载的结构正在发生根本性重构。智能体要完成一个实际任务，例如“分析一批简历数据”，其工作流程远超简单的API调用。它需要自主执行：创建独立沙箱环境、访问指定网盘下载文件、解压压缩包、运行数据分析脚本、生成可视化报表，最后清理并释放环境资源。在这一完整任务链中，仅任务拆解与结果生成环节依赖GPU进行推理，而占整个流程时长80%-90%的中间步骤——包括文件操作、代码执行、数据处理与系统调度——全部由CPU承担。英特尔发布的白皮书《以CPU为核心的智能体AI视角》明确指出，智能体工作负载的延迟主要来自CPU侧的工具处理任务。智能体架构范式统一：主流平台全面转向“沙箱执行”模式随着AI智能体从概念走向规模化应用，产业技术架构正在发生根本性重构。根据国泰海通电子的产业调研，自2025年下半年以来，包括豆包、智谱在内的主流AI平台已全面转向“沙箱执行”架构模式。该模式的核心在于为每个智能体任务创建独立、隔离的虚拟执行环境，以安全地完成文件操作、代码运行、网络访问等外部调用。这种架构转变直接催生了新型算力需求特征：CPU资源消耗与用户规模及任务并发量呈强相关性，而与GPU数量呈现弱关联性。工程实践的突破为这一架构演进提供了关键技术支撑。DeepSeek研究团队在论文中展示了里程碑式的“存算分离”方案：成功将1000亿参数的嵌入表完全存储于CPU主机内存，而非传统的GPU显存。通过精密的PCIe异步数据传输机制，该方案仅带来不足3% 的额外推理延迟，在工程可行性上实现了关键突破。这一技术突破揭示了两大产业趋势：在技术路径上，模型参数规模对GPU显存容量的依赖被有效打破，性价比更优的主机内存成为大规模参数存储的可行选择；在系统架构上，CPU的角色定位发生本质变化，从辅助计算单元转变为数据调度与系统管理的核心枢纽，承担起海量参数的实时检索、智能筛选及高效转发等关键职能。供需失衡加速涨价预期需求结构剧变恰逢供给端产能瓶颈的双重挤压。根据TrendForce 2026年1月供应链监测报告，台积电N2与N3等先进制程到2027年的产能已被苹果、英伟达、博通等巨头瓜分。由于高端GPU与定制ASIC在“单晶圆产出价值”上显著高于传统CPU，代工厂产能分配存在明显倾斜。与此同时，CoWoS等先进封装技术的瓶颈进一步恶化了供应链——IDC分析指出，其产能利用率在2025年第四季度便已突破100%，导致CPU出货周期从正常的8-10周延长至24周以上。英特尔内部生态同样面临极限压力。随着其18A工艺进入量产高峰，该公司不仅需保障自身酷睿与至强系列供应，还需履行对微软、亚马逊等外部代工客户的承诺。摩根大通研报指出，英特尔核心节点的产能利用率已攀升至120%-130%的超负荷状态，迫使部分非核心组件转移至联电等二线代工厂。西部证券最新行业点评指出，为应对供需失衡并保障供应稳定，英特尔与AMD已计划将服务器CPU价格上调10%-15%，且2026年两家厂商的服务器CPU产能“已基本预售完毕”。总而言之，随着AI从“内容生成”迈向“任务执行”，算力需求的核心正经历结构性迁移——从以GPU为中心的并行计算，转向以CPU为枢纽的系统调度与资源协调。在供给端产能已达物理极限、需求端受智能体应用指数级增长驱动的双重作用下，CPU不仅面临持续的价格上行压力，其在整个计算体系中的战略价值更在经历系统性重估。","news_type":1,"symbols_score_info":{"TSM":1.85,"AI":0.76,"AMD":1.87,"INTC":1.94,"04335":1.94}},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524213006947512,"gmtCreate":1769008364336,"gmtModify":1769009207275,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"真的，很搞笑，特朗普一声，然后就起飞了？","listText":"真的，很搞笑，特朗普一声，然后就起飞了？","text":"真的，很搞笑，特朗普一声，然后就起飞了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524213006947512","repostId":"1176040058","repostType":2,"repost":{"id":"1176040058","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":1769004135,"share":"https://www.laohu8.com/m/news/1176040058?lang=zh_CN&edition=full","pubTime":"2026-01-21 22:02","market":"us","language":"zh","title":"异动 | 核电股快速拉升，Oklo涨超7%！特朗普称美国正大力发展核能","url":"https://stock-news.laohu8.com/highlight/detail?id=1176040058","media":"老虎资讯综合","summary":"1月21日，美股核电股盘前快速拉升，$Oklo(OKLO)$涨超7%，$NuScale Power(SMR)$涨超6%，$Centrus Energy(LEU)$、$Cameco(CCJ)$涨超3%。美国总统特朗普称，美国正“大力”发展核能。","content":"<html><head></head><body><p>1月21日，美股核电股盘前快速拉升，<a href=\"https://laohu8.com/S/OKLO\">Oklo</a>涨超7%，<a href=\"https://laohu8.com/S/SMR\">NuScale Power</a>涨超6%，<a href=\"https://laohu8.com/S/LEU\">Centrus Energy</a>、<a href=\"https://laohu8.com/S/CCJ\">Cameco</a>涨超3%。</p><p>消息方面：美国总统特朗普在世界经济论坛上表示，美国正“大力发展”核能，并且他已签署指示批准多座核反应堆的命令。特朗普表示，核能现在是安全的，而且价格合理。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77d1d7a1d741a331ae62d625bdaf687b\" title=\"\" tg-width=\"901\" tg-height=\"579\"/></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>异动 | 核电股快速拉升，Oklo涨超7%！特朗普称美国正大力发展核能</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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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\">2026-01-21 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月21日，美股核电股盘前快速拉升，<a href=\"https://laohu8.com/S/OKLO\">Oklo</a>涨超7%，<a href=\"https://laohu8.com/S/SMR\">NuScale Power</a>涨超6%，<a href=\"https://laohu8.com/S/LEU\">Centrus Energy</a>、<a href=\"https://laohu8.com/S/CCJ\">Cameco</a>涨超3%。</p><p>消息方面：美国总统特朗普在世界经济论坛上表示，美国正“大力发展”核能，并且他已签署指示批准多座核反应堆的命令。特朗普表示，核能现在是安全的，而且价格合理。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77d1d7a1d741a331ae62d625bdaf687b\" title=\"\" tg-width=\"901\" tg-height=\"579\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a23b1b028e2f25f98646f15d5bc56bea","relate_stocks":{"OKLO":"Oklo Inc.","BK4585":"ETF&股票定投概念","BK4588":"碎股","CCJ":"Cameco Corp","LEU":"Centrus Energy Corp.","BK4606":"AI电力股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176040058","content_text":"1月21日，美股核电股盘前快速拉升，Oklo涨超7%，NuScale Power涨超6%，Centrus Energy、Cameco涨超3%。消息方面：美国总统特朗普在世界经济论坛上表示，美国正“大力发展”核能，并且他已签署指示批准多座核反应堆的命令。特朗普表示，核能现在是安全的，而且价格合理。","news_type":1,"symbols_score_info":{"CCJ":2,"LEU":2,"OKLO":1.5}},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521699790280128,"gmtCreate":1768404148329,"gmtModify":1768404153083,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4142077799324650\">@响亮的厂</a>:你又知道了？//<a href=\"https://laohu8.com/U/4142077799324650\">@响亮的厂</a>:你就不知道了，英特尔的爆发力主要是在硅基量子芯片上","listText":"Replying to <a href=\"https://laohu8.com/U/4142077799324650\">@响亮的厂</a>:你又知道了？//<a href=\"https://laohu8.com/U/4142077799324650\">@响亮的厂</a>:你就不知道了，英特尔的爆发力主要是在硅基量子芯片上","text":"Replying to @响亮的厂:你又知道了？//@响亮的厂:你就不知道了，英特尔的爆发力主要是在硅基量子芯片上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521699790280128","isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000558","authorId":"9000000000000558","name":"Dollydolly","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000558","authorIdStr":"9000000000000558"},"content":"量子芯片这块英特尔布局挺猛的","text":"量子芯片这块英特尔布局挺猛的","html":"量子芯片这块英特尔布局挺猛的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519389433582136,"gmtCreate":1767833265011,"gmtModify":1767833267201,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"**华尔街","listText":"**华尔街","text":"**华尔街","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519389433582136","repostId":"2601870874","repostType":2,"repost":{"id":"2601870874","kind":"news","pubTimestamp":1767780240,"share":"https://www.laohu8.com/m/news/2601870874?lang=zh_CN&edition=full","pubTime":"2026-01-07 18:04","market":"us","language":"zh","title":"“芯”主角换人？从GPU转向存储，华尔街押注SanDisk、美光等三雄","url":"https://stock-news.laohu8.com/highlight/detail?id=2601870874","media":"金十数据","summary":"AI需求驱动内存与存储热潮，闪迪股价创11个月来最大单日涨幅，存储板块整体动能强劲。于去年2月重新成为独立公司，并在年中加入标普500指数，其2025年交易期间股价累计上涨超过550%。根据道琼斯市场数据，闪迪周二股价上涨27.6%，创下自2025年2月18日28.7%涨幅以来的最佳单日表现。克莱因补充称，闪迪周一也向投资者表达了积极信息，对需求和长期供应协议持乐观态度。同期，美光股价上涨10%，西部数据上涨约17%，希捷上涨14%。","content":"<html><body><article><p>AI需求驱动内存与存储热潮，闪迪股价创11个月来最大单日涨幅，存储板块整体动能强劲。</p><p>近期受益于AI热潮的最大赢家并非核心AI处理器厂商，如和 ，而是内存与存储组件制造商。在2025年，、和股价分别上涨超过200%，成为年度涨幅前三的公司（以全年均在指数中的公司计算）。</p><p>于去年2月重新成为独立公司，并在年中加入<a href=\"https://laohu8.com/S/161125\">标普500</a>指数，其2025年交易期间股价累计上涨超过550%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260107183148375d2010nzzjb41ebf\"/><p>随着AI需求增<a href=\"https://laohu8.com/S/00001\">长和</a>应用更强大，对内存与存储组件的需求也随之提升。这一趋势同时推动了主要厂商产品价格上涨。</p><p>2025年的最大赢家在2026年仍在继续加码。根据道琼斯市场数据，闪迪周二股价上涨27.6%，创下自2025年2月18日28.7%涨幅以来的最佳单日表现。</p><p>瑞穗交易台分析师乔丹·克莱因（Jordan Klein）表示，这一涨幅主要受到<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋周一在CES大会上的乐观言论推动。黄仁勋在演讲中提到，“内存在AI应用场景及推理、长链逻辑推断以及通过智能代理AI召回所有用户查询的键值缓存中将发挥重要作用。”克莱因表示。</p><p>英伟达在CES发布的书面声明也强调了内存的重要价值，包括一款新的“推理上下文内存存储平台”，公司称其“能够在AI基础设施中高效共享与复用键值缓存数据”。</p><p>克莱因补充称，闪迪周一也向投资者表达了积极信息，对需求和长期供应协议持乐观态度。</p><p>周一，闪迪宣布其固态硬盘（SSD）系列进行新品牌命名，包括现在的Optimus GX PRO系列。闪迪公告称，该系列产品“代表性能巅峰”，并补充道，这些驱动器“专为追求最新技术突破和极致性能的开发者、专业人士及玩家设计，适用于打造AI PC、工作站或高端个人电脑”。</p><p>不过，闪迪周二的股价走势可能更多反映了存储与内存板块的整体动能。同期，<a href=\"https://laohu8.com/S/MU\">美光</a>股价上涨10%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>上涨约17%，<a href=\"https://laohu8.com/S/STX\">希捷</a>上涨14%。</p><p>进入1月仅几天，闪迪股价已以47的年初至今涨幅再次领跑标普500指数，西部数据以27%的涨幅位列第二。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260107183154842d20171gmyb8g1yt\"/><p>编辑/rice</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>“芯”主角换人？从GPU转向存储，华尔街押注SanDisk、美光等三雄</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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107183156a4a76150&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI需求驱动内存与存储热潮，闪迪股价创11个月来最大单日涨幅，存储板块整体动能强劲。近期受益于AI热潮的最大赢家并非核心AI处理器厂商，如和 ，而是内存与存储组件制造商。在2025年，、和股价分别上涨超过200%，成为年度涨幅前三的公司（以全年均在指数中的公司计算）。于去年2月重新成为独立公司，并在年中加入标普500指数，其2025年交易期间股价累计上涨超过550%。随着AI需求增长和应用更强大，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107183156a4a76150&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4579":"人工智能","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4588":"碎股","BK4605":"半导体精选","LU0056508442.USD":"贝莱德世界科技基金A2","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 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PC、工作站或高端个人电脑”。不过，闪迪周二的股价走势可能更多反映了存储与内存板块的整体动能。同期，美光股价上涨10%，西部数据上涨约17%，希捷上涨14%。进入1月仅几天，闪迪股价已以47的年初至今涨幅再次领跑标普500指数，西部数据以27%的涨幅位列第二。编辑/rice","news_type":1,"symbols_score_info":{"MU":1.93,"SNDK":0.9}},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519258659361592,"gmtCreate":1767801343650,"gmtModify":1767801345431,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 射飞","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 射飞","text":"$英特尔(INTC)$ 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ma","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519461575406160","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518893229257464,"gmtCreate":1767712126408,"gmtModify":1767712129147,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"很搞笑这种新闻，","listText":"很搞笑这种新闻，","text":"很搞笑这种新闻，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518893229257464","repostId":"1137107416","repostType":2,"repost":{"id":"1137107416","kind":"news","pubTimestamp":1767606346,"share":"https://www.laohu8.com/m/news/1137107416?lang=zh_CN&edition=full","pubTime":"2026-01-05 17:45","market":"us","language":"zh","title":"AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137107416","media":"华尔街见闻","summary":"周一，据媒体援引行业匿名人士消息，$三星电子$与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。据悉，$三星$与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。","content":"<html><head></head><body><p>周一，据媒体援引行业匿名人士消息，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。</p><p><a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a>盘前涨近5%，西部数据盘前涨超4%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> 盘前涨近4%，均再创新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19b5364c167e90d5bb52c7c7434dc61\" tg-width=\"531\" tg-height=\"150\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/479e5181477d0307bbe9bc7aac791753\" tg-width=\"531\" tg-height=\"146\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7242fc2e481cf46755348df723490169\" tg-width=\"528\" tg-height=\"156\"/></p><p style=\"text-align: justify;\">此次提价策略基于企业对市场需求持续走强的预判。据悉，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。</p><p style=\"text-align: justify;\">1月5日，<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>股价大涨近7.5%创历史新高，SK海力士同步走强涨近3%，两大存储巨头的强势表现直接提振了市场情绪，推动韩国首尔综指收涨3.43％，创收盘历史新高。</p><p style=\"text-align: justify;\">由于芯片制造商三星和SK的表现推动韩国综合股价指数（KOSPI）创下历史新高，<a href=\"https://laohu8.com/S/C\">花旗集团</a>和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等券商纷纷上调了这两家公司的盈利预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2656e63a7eb8e0c8764e047a967e505\" title=\"\" tg-width=\"1024\" tg-height=\"664\"/></p></body></html>","source":"lsy1762389672944","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>AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%</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; 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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\">\nAI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-05 17:45 北京时间 <a href=https://wallstreetcn.com/articles/3762568><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，据媒体援引行业匿名人士消息，三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。SanDisk Corp盘前涨近5%，西部数据盘前涨超4%，美光科技 盘前涨近4%，均再创新高。此次提价策略基于企业对市场需求持续走强的预判。据悉，三星与SK海力士坚持采用季度合约而非...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3762568\">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":{"SNDK":"SanDisk Corp","STX":"希捷科技","07709":"南方两倍做多海力士","WDC":"西部数据","07747":"南方两倍做多三星电子","MU":"美光科技"},"source_url":"https://wallstreetcn.com/articles/3762568","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137107416","content_text":"周一，据媒体援引行业匿名人士消息，三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。SanDisk Corp盘前涨近5%，西部数据盘前涨超4%，美光科技 盘前涨近4%，均再创新高。此次提价策略基于企业对市场需求持续走强的预判。据悉，三星与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。1月5日，三星电子股价大涨近7.5%创历史新高，SK海力士同步走强涨近3%，两大存储巨头的强势表现直接提振了市场情绪，推动韩国首尔综指收涨3.43％，创收盘历史新高。由于芯片制造商三星和SK的表现推动韩国综合股价指数（KOSPI）创下历史新高，花旗集团和摩根士丹利等券商纷纷上调了这两家公司的盈利预期。","news_type":1,"symbols_score_info":{"MU":2,"SNDK":2,"07747":1.5,"WDC":2,"STX":2,"07709":1.5}},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511096450613656,"gmtCreate":1765806300928,"gmtModify":1765806303364,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"什么时候财报？，准备做了吗？","listText":"什么时候财报？，准备做了吗？","text":"什么时候财报？，准备做了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511096450613656","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507551762436400,"gmtCreate":1764893909684,"gmtModify":1764893912032,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"title":"","htmlText":"这是在干嘛？","listText":"这是在干嘛？","text":"这是在干嘛？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507551762436400","repostId":"1165567945","repostType":2,"repost":{"id":"1165567945","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":1764886941,"share":"https://www.laohu8.com/m/news/1165567945?lang=zh_CN&edition=full","pubTime":"2025-12-05 06:22","market":"us","language":"zh","title":"异动解读 | Oklo宣布15亿美元售股计划后盘后大跌7.22%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165567945","media":"异动解读","summary":"Oklo Inc.（OKLO）今日盘后股价大跌7.22%，引起了市场的广泛关注。消息面上，Oklo宣布了一项高达15亿美元的“场内”股票发行计划，导致其股价在盘后交易中大幅下跌。该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此前，Oklo股价在周四收盘时上涨15.6%，报111.65美元，但售股计划公布后市场反应消极。","content":"<p>Oklo Inc.（OKLO）今日盘后股价大跌7.22%，引起了市场的广泛关注。</p><p>消息面上，Oklo宣布了一项高达15亿美元的“场内”股票发行计划，导致其股价在盘后交易中大幅下跌。该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此前，Oklo股价在周四收盘时上涨15.6%，报111.65美元，但售股计划公布后市场反应消极。</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 | Oklo宣布15亿美元售股计划后盘后大跌7.22%</title>\n<style 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Inc.（OKLO）今日盘后股价大跌7.22%，引起了市场的广泛关注。</p><p>消息面上，Oklo宣布了一项高达15亿美元的“场内”股票发行计划，导致其股价在盘后交易中大幅下跌。该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此前，Oklo股价在周四收盘时上涨15.6%，报111.65美元，但售股计划公布后市场反应消极。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKLO":"Oklo Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165567945","content_text":"Oklo 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真垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503954366645072","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}