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RAYYY
RAYYY
·
10-08
最不缺的实际上就是CPU，现在主要是要探讨和内存厂商联手，内存的产能扩的慢，CPU缺产能就是噱头
瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价
瑞穗报告指出，AI智能体应用场景快速增加，将大幅推升服务器CPU需求，并带动DRAM、NAND及服务器设备。分析师Vijay Rakesh预测，到2030年，AI智能体专用CPU市场规模达800亿美元
瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价
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RAYYY
RAYYY
·
10-08
每日炒作新闻
AMD首席执行官：继续探索与三星电子的晶圆代工合作
$美国超微公司$首席执行官苏姿丰周三表示，其仍在继续探索与三星电子在存储芯片和晶圆代工业务方面的合作机会。今年3月，AMD与三星电子签署了一份谅解备忘录，旨在扩大双方在人工智能基础设施存储芯片供应方面的战略合作。在这一合作模式下，三星可以为AMD下一代产品提供芯片代工制造服务。
AMD首席执行官：继续探索与三星电子的晶圆代工合作
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RAYYY
RAYYY
·
10-06
花旗真实炒作韭菜大军，上两个月APP也是这么操作，结果现在腰斩都不剩。挺不负责的投行
异动解读｜美国超微公司盘中上涨3.01%，花旗上调目标价至800美元并大幅看多CPU市场
10月6日，美国超微公司盘中上涨3.01%，报650.79美元/股，成交额62.41亿美元。消息面上，花旗将AMD目标价从575美元上调至800美元，并将2030年CPU潜在市场规模上调至3000亿美元，成为当日最强催化。花旗看好代理式AI对算力需求的重塑作用，认为AMD将在高增长赛道中持续受益。瑞穗、Stifel等多家投行近期亦纷纷上调目标价，市场情绪整体偏多。
异动解读｜美国超微公司盘中上涨3.01%，花旗上调目标价至800美元并大幅看多CPU市场
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RAYYY
RAYYY
·
07-22
$美国超微公司(AMD)$
过度高估，适合腰斩价格，回归到正常水平
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RAYYY
RAYYY
·
07-22
$美国超微公司(AMD)$
过度高估
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RAYYY
RAYYY
·
06-23
说不准财报一发回到800，他发的预期价格
花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%
花旗将美光科技目标价大幅上调43%至1200美元，核心逻辑直指内存超级周期远超预期：DRAM现货价格年内已飙涨52%，预计2026年全年均价涨幅高达200%。花旗将2026财年第三季度营收及每股收益（EPS）预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，内存价格对盈利的杠杆效应正全面引爆。
花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%
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RAYYY
·
06-23
洗钱公司又开始了，实际价值仅300美金
美光科技与Anthropic签署多年期存储产品供应协议
6月22日，美光科技盘前短线拉升，现涨超5%，与Anthropic公司宣布达成协议，将扩大下一代人工智能的规模。
美光科技与Anthropic签署多年期存储产品供应协议
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RAYYY
RAYYY
·
2025-12-05
$AppLovin Corporation(APP)$
这作假的公司还能上涨，看来还是集团利益牛逼，黑的都能搞成白的
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RAYYY
·
2025-11-03
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09:46","market":"us","language":"zh","title":"瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2673417710","media":"格隆汇","summary":"瑞穗报告指出，AI智能体应用场景快速增加，将大幅推升服务器CPU需求，并带动DRAM、NAND及服务器设备。分析师Vijay Rakesh预测，到2030年，AI智能体专用CPU市场规模达800亿美元","content":"<html><body>瑞穗报告指出，AI智能体应用场景快速增加，将大幅推升服务器CPU需求，并带动DRAM、NAND及服务器设备。分析师Vijay Rakesh预测，到2030年，AI智能体专用CPU市场规模达800亿美元，未来四年年复合年成长率(CAGR)123%；头节点CPU市场680亿美元，CAGR 61%；传统CPU市场600亿美元，CAGR仅2%。<u>整体服务器CPU潜在市场规模(TAM)至2030年增至2090亿美元，CAGR 32%，低于AMD预期的逾2200亿美元。</u> \n竞争格局方面，AMD服务器CPU收入预计从去年120亿美元增至2028年440亿美元，英特尔从170亿美元增至410亿美元；英伟达则从70亿美元激增至600亿美元，2027年有望超越对手，凭Vera独立机架与CPU产品扩大份额。\n瑞穗维持英伟达目标价为325美元，AMD目标价由580美元上调至705美元，戴尔科技目标价由600美元上调至650美元，英特尔目标价由92美元上调至114美元，闪迪由1875美元上调至2050美元，超微电脑目标价由35美元上调至43美元；除超微电脑给予“中性”外，其余均维持“跑赢大盘”。记忆体方面，瑞穗重申美光“跑赢大盘”及1400美元目标价，看好AI智能体推升记忆体需求。</body></html>","source":"live_gelonghui","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>瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价</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; 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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\">\n瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-08 09:46 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞穗报告指出，AI智能体应用场景快速增加，将大幅推升服务器CPU需求，并带动DRAM、NAND及服务器设备。分析师Vijay Rakesh预测，到2030年，AI智能体专用CPU市场规模达800亿美元，未来四年年复合年成长率(CAGR)123%；头节点CPU市场680亿美元，CAGR 61%；传统CPU市场600亿美元，CAGR仅2%。整体服务器CPU潜在市场规模(TAM)至2030年增至2090...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IXN":"iShares Trust S&P Global Informa","NVDA":"英伟达","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4548":"巴美列捷福持仓","FTEC":"Fidelity MSCI Information Techno","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","NULC":"Nuveen ESG Large-Cap ETF","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4554":"元宇宙及AR概念","RULE":"Adaptive Core ETF","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC 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15:50","market":"us","language":"zh","title":"AMD首席执行官：继续探索与三星电子的晶圆代工合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1199135942","media":"老虎资讯综合","summary":"$美国超微公司$首席执行官苏姿丰周三表示，其仍在继续探索与三星电子在存储芯片和晶圆代工业务方面的合作机会。今年3月，AMD与三星电子签署了一份谅解备忘录，旨在扩大双方在人工智能基础设施存储芯片供应方面的战略合作。在这一合作模式下，三星可以为AMD下一代产品提供芯片代工制造服务。","content":"<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>（AMD）首席执行官苏姿丰（Lisa Su）周三表示，其仍在继续探索与三星电子（005930.KS）在存储芯片和晶圆代工业务方面的合作机会。</p><ul><li><p style=\"text-align: left;\">针对当前存储芯片供应紧张的问题，苏姿丰表示，AMD正在“与客户合作，优化他们的存储容量使用规模，从而让我们未来能够满足更多的计算需求”。</p></li><li><p style=\"text-align: left;\">苏姿丰在访问首尔期间对记者表示，她已经与SK海力士（(000660.KS)）的高管会面，并计划与三星电子的高管会面。</p></li><li><p style=\"text-align: left;\">苏姿丰表示，她鼓励存储芯片供应商“更快地扩充产能，尽可能快地扩产”。</p></li><li><p style=\"text-align: left;\">苏姿丰表示：“我认为，我们在很大程度上依赖韩国的供应链。”她还补充称，三星和SK海力士“对我们实现数据中心领域的广泛目标至关重要”。</p></li><li><p style=\"text-align: left;\">苏姿丰表示，整体数据中心需求依然非常强劲，AMD在其整个产品组合中都看到了强劲的需求信号。</p></li><li><p style=\"text-align: left;\">今年3月，AMD与三星电子签署了一份谅解备忘录（MOU），旨在扩大双方在人工智能基础设施存储芯片供应方面的战略合作。</p></li><li><p style=\"text-align: left;\">两家公司当时表示，双方还将讨论晶圆代工合作的机会。在这一合作模式下，三星可以为AMD下一代产品提供芯片代工制造服务。</p></li></ul></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>AMD首席执行官：继续探索与三星电子的晶圆代工合作</title>\n<style 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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\">\nAMD首席执行官：继续探索与三星电子的晶圆代工合作\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\">2026-10-07 15:50</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;\"> <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>（AMD）首席执行官苏姿丰（Lisa Su）周三表示，其仍在继续探索与三星电子（005930.KS）在存储芯片和晶圆代工业务方面的合作机会。</p><ul><li><p style=\"text-align: left;\">针对当前存储芯片供应紧张的问题，苏姿丰表示，AMD正在“与客户合作，优化他们的存储容量使用规模，从而让我们未来能够满足更多的计算需求”。</p></li><li><p style=\"text-align: left;\">苏姿丰在访问首尔期间对记者表示，她已经与SK海力士（(000660.KS)）的高管会面，并计划与三星电子的高管会面。</p></li><li><p style=\"text-align: left;\">苏姿丰表示，她鼓励存储芯片供应商“更快地扩充产能，尽可能快地扩产”。</p></li><li><p style=\"text-align: left;\">苏姿丰表示：“我认为，我们在很大程度上依赖韩国的供应链。”她还补充称，三星和SK海力士“对我们实现数据中心领域的广泛目标至关重要”。</p></li><li><p style=\"text-align: left;\">苏姿丰表示，整体数据中心需求依然非常强劲，AMD在其整个产品组合中都看到了强劲的需求信号。</p></li><li><p style=\"text-align: left;\">今年3月，AMD与三星电子签署了一份谅解备忘录（MOU），旨在扩大双方在人工智能基础设施存储芯片供应方面的战略合作。</p></li><li><p style=\"text-align: left;\">两家公司当时表示，双方还将讨论晶圆代工合作的机会。在这一合作模式下，三星可以为AMD下一代产品提供芯片代工制造服务。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMDC":"Corgi AMD 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Su）周三表示，其仍在继续探索与三星电子（005930.KS）在存储芯片和晶圆代工业务方面的合作机会。针对当前存储芯片供应紧张的问题，苏姿丰表示，AMD正在“与客户合作，优化他们的存储容量使用规模，从而让我们未来能够满足更多的计算需求”。苏姿丰在访问首尔期间对记者表示，她已经与SK海力士（(000660.KS)）的高管会面，并计划与三星电子的高管会面。苏姿丰表示，她鼓励存储芯片供应商“更快地扩充产能，尽可能快地扩产”。苏姿丰表示：“我认为，我们在很大程度上依赖韩国的供应链。”她还补充称，三星和SK海力士“对我们实现数据中心领域的广泛目标至关重要”。苏姿丰表示，整体数据中心需求依然非常强劲，AMD在其整个产品组合中都看到了强劲的需求信号。今年3月，AMD与三星电子签署了一份谅解备忘录（MOU），旨在扩大双方在人工智能基础设施存储芯片供应方面的战略合作。两家公司当时表示，双方还将讨论晶圆代工合作的机会。在这一合作模式下，三星可以为AMD下一代产品提供芯片代工制造服务。","news_type":1,"symbols_score_info":{"AMDC":0.6,"07747":2,"DAMD":0.6,"SSNLF":2,"AMDG":0.6,"AMDD":0.6,"AMDL":0.6,"AMUU":0.6,"AMDW":0.6,"AMYY":0.6,"AMD":2,"AMDY":0.6}},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615550108512824,"gmtCreate":1791299983059,"gmtModify":1791299985472,"author":{"id":"4212826975085082","authorId":"4212826975085082","name":"RAYYY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4212826975085082","authorIdStr":"4212826975085082"},"themes":[],"title":"","htmlText":"花旗真实炒作韭菜大军，上两个月APP也是这么操作，结果现在腰斩都不剩。挺不负责的投行","listText":"花旗真实炒作韭菜大军，上两个月APP也是这么操作，结果现在腰斩都不剩。挺不负责的投行","text":"花旗真实炒作韭菜大军，上两个月APP也是这么操作，结果现在腰斩都不剩。挺不负责的投行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615550108512824","repostId":"1199376281","repostType":2,"repost":{"id":"1199376281","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1791298110,"share":"https://www.laohunote.com/m/news/1199376281?lang=zh_CN&edition=full","pubTime":"2026-10-06 22:48","market":"us","language":"zh","title":"异动解读｜美国超微公司盘中上涨3.01%，花旗上调目标价至800美元并大幅看多CPU市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1199376281","media":"行情直击","summary":"10月6日，美国超微公司盘中上涨3.01%，报650.79美元/股，成交额62.41亿美元。消息面上，花旗将AMD目标价从575美元上调至800美元，并将2030年CPU潜在市场规模上调至3000亿美元，成为当日最强催化。花旗看好代理式AI对算力需求的重塑作用，认为AMD将在高增长赛道中持续受益。瑞穗、Stifel等多家投行近期亦纷纷上调目标价，市场情绪整体偏多。","content":"<p><p>10月6日，美国超微公司盘中上涨3.01%，报650.79美元/股，成交额62.41亿美元。消息面上，花旗将AMD目标价从575美元上调至800美元，并将2030年CPU潜在市场规模上调至3000亿美元，成为当日最强催化。</p><p>花旗看好代理式AI对算力需求的重塑作用，认为AMD将在高增长赛道中持续受益。同时，AMD首席执行官苏姿丰表示芯片需求仍将非常高，公司计划在2027年大幅提升芯片供应，进一步强化了市场对中长期增长的信心。瑞穗、Stifel等多家投行近期亦纷纷上调目标价，市场情绪整体偏多。</p><p>美国超微公司致力于推动高性能和AI计算领域的创新，提供AI优化CPU、GPU、网络和软件解决方案组合，产品覆盖数据中心、嵌入式系统、AI PC和游戏等领域。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-10-06 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月6日，美国超微公司盘中上涨3.01%，报650.79美元/股，成交额62.41亿美元。消息面上，花旗将AMD目标价从575美元上调至800美元，并将2030年CPU潜在市场规模上调至3000亿美元，成为当日最强催化。</p><p>花旗看好代理式AI对算力需求的重塑作用，认为AMD将在高增长赛道中持续受益。同时，AMD首席执行官苏姿丰表示芯片需求仍将非常高，公司计划在2027年大幅提升芯片供应，进一步强化了市场对中长期增长的信心。瑞穗、Stifel等多家投行近期亦纷纷上调目标价，市场情绪整体偏多。</p><p>美国超微公司致力于推动高性能和AI计算领域的创新，提供AI优化CPU、GPU、网络和软件解决方案组合，产品覆盖数据中心、嵌入式系统、AI PC和游戏等领域。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199376281","content_text":"10月6日，美国超微公司盘中上涨3.01%，报650.79美元/股，成交额62.41亿美元。消息面上，花旗将AMD目标价从575美元上调至800美元，并将2030年CPU潜在市场规模上调至3000亿美元，成为当日最强催化。花旗看好代理式AI对算力需求的重塑作用，认为AMD将在高增长赛道中持续受益。同时，AMD首席执行官苏姿丰表示芯片需求仍将非常高，公司计划在2027年大幅提升芯片供应，进一步强化了市场对中长期增长的信心。瑞穗、Stifel等多家投行近期亦纷纷上调目标价，市场情绪整体偏多。美国超微公司致力于推动高性能和AI计算领域的创新，提供AI优化CPU、GPU、网络和软件解决方案组合，产品覆盖数据中心、嵌入式系统、AI PC和游戏等领域。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588596277810520,"gmtCreate":1784731768989,"gmtModify":1784731771109,"author":{"id":"4212826975085082","authorId":"4212826975085082","name":"RAYYY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4212826975085082","authorIdStr":"4212826975085082"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 过度高估，适合腰斩价格，回归到正常水平","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 过度高估，适合腰斩价格，回归到正常水平","text":"$美国超微公司(AMD)$ 过度高估，适合腰斩价格，回归到正常水平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588596277810520","isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588596124591560,"gmtCreate":1784731735246,"gmtModify":1784731737684,"author":{"id":"4212826975085082","authorId":"4212826975085082","name":"RAYYY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4212826975085082","authorIdStr":"4212826975085082"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 过度高估","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 过度高估","text":"$美国超微公司(AMD)$ 过度高估","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588596124591560","isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578030376772424,"gmtCreate":1782144175863,"gmtModify":1782148644063,"author":{"id":"4212826975085082","authorId":"4212826975085082","name":"RAYYY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4212826975085082","authorIdStr":"4212826975085082"},"themes":[],"title":"","htmlText":"说不准财报一发回到800，他发的预期价格","listText":"说不准财报一发回到800，他发的预期价格","text":"说不准财报一发回到800，他发的预期价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578030376772424","repostId":"2645046651","repostType":2,"repost":{"id":"2645046651","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782108311,"share":"https://www.laohunote.com/m/news/2645046651?lang=zh_CN&edition=full","pubTime":"2026-06-22 14:05","market":"us","language":"zh","title":"花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%","url":"https://stock-news.laohu8.com/highlight/detail?id=2645046651","media":"华尔街见闻","summary":"花旗将美光科技目标价大幅上调43%至1200美元，核心逻辑直指内存超级周期远超预期：DRAM现货价格年内已飙涨52%，预计2026年全年均价涨幅高达200%。花旗将2026财年第三季度营收及每股收益（EPS）预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，内存价格对盈利的杠杆效应正全面引爆。","content":"<html><head></head><body><p style=\"text-align: left;\">花旗研究大幅上调<a href=\"https://laohu8.com/S/MU\">美光科技</a>目标价及盈利预测，认为内存市场超级周期仍在延续，价格上行动能远超此前预期。</p><p style=\"text-align: left;\">据追风交易台，花旗在6月17日报告中，将美光科技目标价从840美元上调至1200美元，维持"买入"评级，调幅达43%。与此同时，团队将美光2026财年及2027财年每股收益预测分别上调4%和10%，其中2027财年每股收益预测为114.73美元，较市场一致预期高出约4%。</p><p style=\"text-align: left;\"><strong>此次上调的核心逻辑在于内存价格持续超预期走强。</strong>花旗预计，受数据中心需求强劲及供给受限双重驱动，DRAM平均售价2026年全年将上涨200%，NAND平均售价同期涨幅亦达186%，价格上行趋势料延续至2027年。截至6月19日收盘，美光股价报1133美元，新目标价较现价隐含约6%的上行空间。</p><p style=\"text-align: left;\">美光将于6月24日公布2026财年第三季度（截至5月）业绩，管理层届时对长期供货协议及供需展望的最新表态，将成为市场关注焦点。</p><h2 style=\"text-align: left;\">近期季度预测同步上调，财年盈利展望大幅跃升</h2><p style=\"text-align: left;\">此次不仅调整全年预测，亦同步上调近期季度预估。<strong>报告将2026财年第三季度营收及每股收益预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，主要依据为更为乐观的定价预期。</strong></p><p style=\"text-align: left;\">按最新预测，美光2026财年核心每股收益为60.73美元，2027财年进一步跃升至114.73美元，2028财年则为117.83美元。营收层面，预测美光2026财年营收达1150亿美元，2027财年进一步增至1975亿美元。</p><p style=\"text-align: left;\">利润率的扩张幅度尤为显著，充分反映了内存价格上涨对盈利的高度杠杆效应。花旗预计美光2026财年毛利率将从2025财年的39.8%大幅扩张至76.9%，2027财年进一步升至82.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4edc000190573a8d87e21f4692d11420\" data-align=\"center\" tg-width=\"815\" tg-height=\"672\"/><span></span></p><h2 style=\"text-align: left;\">现货价格领涨，合约价格上行空间仍存</h2><p style=\"text-align: left;\">DRAM现货市场已率先反映供需紧张态势。数据显示，DRAM现货价格自今年1月初以来累计上涨52%，自4月初以来涨幅亦达22%。目前现货价格较合约价格溢价21%，花旗认为这一价差预示合约价格仍有持续上行空间。</p><p style=\"text-align: left;\">按季度拆分，花旗预计DRAM平均售价在2026年第二至第四季度将分别环比上涨37%、13%和11%；NAND平均售价同期各季度涨幅则预计为45%、17%和6%，受强劲需求与供应增长放缓共同支撑。</p><h2 style=\"text-align: left;\">供需缺口料延续至2027年，HBM成下阶段核心催化剂</h2><p style=\"text-align: left;\">花旗预计2026年全球DRAM市场供给缺口约为5%，且这一供需失衡格局将延续至2027年。报告指出，今年以来DRAM价格上涨主要集中于普通商用DRAM，而非高带宽内存（HBM），预计HBM定价明年将进一步提升，成为下一阶段价格上行的主要驱动力。</p><p style=\"text-align: left;\">供给端方面，TrendForce预测2026年DRAM行业整体产出供给增速约为30%，美光自身产出增速预计达42%。花旗还指出，DRAM持续短缺将加速互补性NAND解决方案的采用，例如KV缓存卸载技术，这一趋势有望同时利好纯NAND标的及半导体设备股。</p><p style=\"text-align: left;\">此外，报告特别提及Vera Rubin平台因DRAM供给有限出现降规格现象，进一步印证了当前供给瓶颈的现实压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41f072bbda584ae97a15d31c4f133565\" data-align=\"center\" tg-width=\"491\" tg-height=\"324\"/><span></span></p><h2 style=\"text-align: left;\">估值折价反映高利润率风险，长协进展受投资者关注</h2><p style=\"text-align: left;\">尽管前景乐观，花旗将目标价设定于修正后2027日历年每股收益的10倍，显著低于美光历史三年峰值估值的17倍。这一折价主要反映当前毛利率处于高位所蕴含的均值回归风险，以及近期Vera Rubin降规格报道带来的供给不确定性。</p><p style=\"text-align: left;\">投资者当前关注的核心议题包括：美光更新后的2026至2027年DRAM及NAND供需展望、长期供货协议（LTA）的签署进展——花旗认为<a href=\"https://laohu8.com/S/DELL\">戴尔</a>已完成签约。随着美光6月24日财报的临近，管理层在上述议题上的最新表态将对市场预期产生直接影响。</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>花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%</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花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-22 14:05</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;\">花旗研究大幅上调<a href=\"https://laohu8.com/S/MU\">美光科技</a>目标价及盈利预测，认为内存市场超级周期仍在延续，价格上行动能远超此前预期。</p><p style=\"text-align: left;\">据追风交易台，花旗在6月17日报告中，将美光科技目标价从840美元上调至1200美元，维持"买入"评级，调幅达43%。与此同时，团队将美光2026财年及2027财年每股收益预测分别上调4%和10%，其中2027财年每股收益预测为114.73美元，较市场一致预期高出约4%。</p><p style=\"text-align: left;\"><strong>此次上调的核心逻辑在于内存价格持续超预期走强。</strong>花旗预计，受数据中心需求强劲及供给受限双重驱动，DRAM平均售价2026年全年将上涨200%，NAND平均售价同期涨幅亦达186%，价格上行趋势料延续至2027年。截至6月19日收盘，美光股价报1133美元，新目标价较现价隐含约6%的上行空间。</p><p style=\"text-align: left;\">美光将于6月24日公布2026财年第三季度（截至5月）业绩，管理层届时对长期供货协议及供需展望的最新表态，将成为市场关注焦点。</p><h2 style=\"text-align: left;\">近期季度预测同步上调，财年盈利展望大幅跃升</h2><p style=\"text-align: left;\">此次不仅调整全年预测，亦同步上调近期季度预估。<strong>报告将2026财年第三季度营收及每股收益预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，主要依据为更为乐观的定价预期。</strong></p><p style=\"text-align: left;\">按最新预测，美光2026财年核心每股收益为60.73美元，2027财年进一步跃升至114.73美元，2028财年则为117.83美元。营收层面，预测美光2026财年营收达1150亿美元，2027财年进一步增至1975亿美元。</p><p style=\"text-align: left;\">利润率的扩张幅度尤为显著，充分反映了内存价格上涨对盈利的高度杠杆效应。花旗预计美光2026财年毛利率将从2025财年的39.8%大幅扩张至76.9%，2027财年进一步升至82.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4edc000190573a8d87e21f4692d11420\" data-align=\"center\" tg-width=\"815\" tg-height=\"672\"/><span></span></p><h2 style=\"text-align: left;\">现货价格领涨，合约价格上行空间仍存</h2><p style=\"text-align: left;\">DRAM现货市场已率先反映供需紧张态势。数据显示，DRAM现货价格自今年1月初以来累计上涨52%，自4月初以来涨幅亦达22%。目前现货价格较合约价格溢价21%，花旗认为这一价差预示合约价格仍有持续上行空间。</p><p style=\"text-align: left;\">按季度拆分，花旗预计DRAM平均售价在2026年第二至第四季度将分别环比上涨37%、13%和11%；NAND平均售价同期各季度涨幅则预计为45%、17%和6%，受强劲需求与供应增长放缓共同支撑。</p><h2 style=\"text-align: left;\">供需缺口料延续至2027年，HBM成下阶段核心催化剂</h2><p style=\"text-align: left;\">花旗预计2026年全球DRAM市场供给缺口约为5%，且这一供需失衡格局将延续至2027年。报告指出，今年以来DRAM价格上涨主要集中于普通商用DRAM，而非高带宽内存（HBM），预计HBM定价明年将进一步提升，成为下一阶段价格上行的主要驱动力。</p><p style=\"text-align: left;\">供给端方面，TrendForce预测2026年DRAM行业整体产出供给增速约为30%，美光自身产出增速预计达42%。花旗还指出，DRAM持续短缺将加速互补性NAND解决方案的采用，例如KV缓存卸载技术，这一趋势有望同时利好纯NAND标的及半导体设备股。</p><p style=\"text-align: left;\">此外，报告特别提及Vera Rubin平台因DRAM供给有限出现降规格现象，进一步印证了当前供给瓶颈的现实压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41f072bbda584ae97a15d31c4f133565\" data-align=\"center\" tg-width=\"491\" tg-height=\"324\"/><span></span></p><h2 style=\"text-align: left;\">估值折价反映高利润率风险，长协进展受投资者关注</h2><p style=\"text-align: left;\">尽管前景乐观，花旗将目标价设定于修正后2027日历年每股收益的10倍，显著低于美光历史三年峰值估值的17倍。这一折价主要反映当前毛利率处于高位所蕴含的均值回归风险，以及近期Vera Rubin降规格报道带来的供给不确定性。</p><p style=\"text-align: left;\">投资者当前关注的核心议题包括：美光更新后的2026至2027年DRAM及NAND供需展望、长期供货协议（LTA）的签署进展——花旗认为<a href=\"https://laohu8.com/S/DELL\">戴尔</a>已完成签约。随着美光6月24日财报的临近，管理层在上述议题上的最新表态将对市场预期产生直接影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"BK4566":"资本集团","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4605":"半导体精选","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","MUU":"2倍做多MU 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Rubin降规格报道带来的供给不确定性。投资者当前关注的核心议题包括：美光更新后的2026至2027年DRAM及NAND供需展望、长期供货协议（LTA）的签署进展——花旗认为戴尔已完成签约。随着美光6月24日财报的临近，管理层在上述议题上的最新表态将对市场预期产生直接影响。","news_type":1,"symbols_score_info":{"MUD":0.6,"MU":1.98,"MUU":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578029745668848,"gmtCreate":1782144021013,"gmtModify":1782148592669,"author":{"id":"4212826975085082","authorId":"4212826975085082","name":"RAYYY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4212826975085082","authorIdStr":"4212826975085082"},"themes":[],"title":"","htmlText":"洗钱公司又开始了，实际价值仅300美金","listText":"洗钱公司又开始了，实际价值仅300美金","text":"洗钱公司又开始了，实际价值仅300美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/578029745668848","repostId":"1181346408","repostType":2,"repost":{"id":"1181346408","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":1782133436,"share":"https://www.laohunote.com/m/news/1181346408?lang=zh_CN&edition=full","pubTime":"2026-06-22 21:03","market":"us","language":"zh","title":"美光科技与Anthropic签署多年期存储产品供应协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1181346408","media":"老虎资讯综合","summary":"6月22日，美光科技盘前短线拉升，现涨超5%，与Anthropic公司宣布达成协议，将扩大下一代人工智能的规模。","content":"<html><head></head><body><p>6月22日，美光科技盘前短线拉升，现涨超5%！美光科技与Anthropic签署了一项多年期存储供应协议，包括HBM、DRAM和SSD等数据中心级产品。该协议将供应承诺与Anthropic为训练和部署其Claude模型而进行的长期算力扩张计划相挂钩。与此同时，美光已将Anthropic的Claude模型部署至其工程、制造及企业职能体系中，以支持代码生成与智能体业务流程。除供应及技术合作外，美光还在Anthropic的H轮融资中参与了战略性投资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349bd0badebdcff27134a4f7ed0d4578\" title=\"\" tg-width=\"849\" tg-height=\"723\"/></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\" 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21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月22日，美光科技盘前短线拉升，现涨超5%！美光科技与Anthropic签署了一项多年期存储供应协议，包括HBM、DRAM和SSD等数据中心级产品。该协议将供应承诺与Anthropic为训练和部署其Claude模型而进行的长期算力扩张计划相挂钩。与此同时，美光已将Anthropic的Claude模型部署至其工程、制造及企业职能体系中，以支持代码生成与智能体业务流程。除供应及技术合作外，美光还在Anthropic的H轮融资中参与了战略性投资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349bd0badebdcff27134a4f7ed0d4578\" title=\"\" tg-width=\"849\" tg-height=\"723\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技","MUU":"2倍做多MU ETF-Direxion","MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU 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