2026年第一季度储存器及储能电池市场强劲增长及相关概念股大幅上涨 - 老虎社区

资讯资讯
帖子帖子
精选精选

- 红绿跳跳糖红绿跳跳糖
  ·06-26
  你家屋顶的太阳能板，可能在偷偷给AI打工哦
  刷到个意外涨幅——Sunrun周三盘中暴涨超31%，它联合特斯拉、Renew Home，聚合全美家庭电池、温控器打造“反向电厂”，调出16吉瓦可调电力，高峰可供给17座AI数据中心。 AI算力缺电开始挖掘居民侧储能，这条线比芯片冷门、尚处早期，值得盯一眼。以上内容仅代表个人观点，不构成投资建议。关注跳跳糖，祝大家买的都涨，卖的都跌~[得意]
  50 评论
  点赞
  分享
  举报
  你家屋顶的太阳能板，可能在偷偷给AI打工哦
- 红绿跳跳糖红绿跳跳糖
  ·06-26
  你家屋顶的太阳能板，可能在偷偷给AI打工哦
  刷到个意外涨幅——Sunrun周三盘中暴涨超31%，它联合特斯拉、Renew Home，聚合全美家庭电池、温控器打造“反向电厂”，调出16吉瓦可调电力，高峰可供给17座AI数据中心。 AI算力缺电开始挖掘居民侧储能，这条线比芯片冷门、尚处早期，值得盯一眼。以上内容仅代表个人观点，不构成投资建议。关注跳跳糖，祝大家买的都涨，卖的都跌~[得意]
  50 评论
  点赞
  分享
  举报
  你家屋顶的太阳能板，可能在偷偷给AI打工哦

{"themeInfo":{"themeId":"15ae1e10913678d452302b9cc661f2aa","name":"2026年第一季度储存器及储能电池市场强劲增长及相关概念股大幅上涨","description":"2026年第一季度全球及中国储能电池出货量同比增长超115%，储存器概念股普遍走强，南方两倍做多海力士涨15%，协创数据涨停，行业呈现量价齐升格局。","image":"https://static.tigerbbs.com/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1776131124303,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":15ae1e10913678d452302b9cc661f2aa}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["03986","603986","300857"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"2026年第一季度储存器及储能电池市场强劲增长及相关概念股大幅上涨","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"news","newsList":[{"id":575150,"article_id":"1141851753","title":"异动解读｜澜起科技开盘上涨3.34%，年报显示产品结构升级改善盈利能力","subtitle":"","subtitle_show":0,"pub_time":1776216049810,"source_id":"aigc_1776155646636","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"06809":1},"rights":null},{"id":574926,"article_id":"2627420610","title":"音频 | 格隆汇4.15盘前要点—港A美股你需要关注的大事都在这","subtitle":"","subtitle_show":0,"pub_time":1776207776000,"source_id":"live_gelonghui","language":"zh","url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572895,"article_id":"2627490022","title":"港股内房股走高，中梁控股涨近9%，绿城中国涨7.7%，龙湖集团涨超6%，中国金茂、华润置地涨超5%。","subtitle":"","subtitle_show":0,"pub_time":1776150459000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572896,"article_id":"2627900514","title":"港股尾盘再度拉升，恒生指数重新涨超1%","subtitle":"","subtitle_show":0,"pub_time":1776150311000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572854,"article_id":"2627490527","title":"电池板块尾盘持续走高，海科新源涨停","subtitle":"","subtitle_show":0,"pub_time":1776149383000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572540,"article_id":"2627495787","title":"Q1中国储能电池出货量增115％ 创业板50ETF华安近三年回报超62％ 机构：预期下修基本结束","subtitle":"","subtitle_show":0,"pub_time":1776136133000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572467,"article_id":"2627843495","title":"存储芯片概念持续拉升 江波龙涨超10%创历史新高","subtitle":"","subtitle_show":0,"pub_time":1776134535000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572443,"article_id":"1183752180","title":"异动解读 | 存储芯片概念爆发，南方两倍做多三星电子盘中大涨6.56%","subtitle":"","subtitle_show":0,"pub_time":1776134086365,"source_id":"ai_movement_cn","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"07747":1},"rights":null},{"id":572446,"article_id":"2627911493","title":"港股异动 | 覆铜板行业再现集体调价动作 建滔积层板(01888.HK)涨超6%创新高 建滔集团(00148.HK)涨超5%","subtitle":"","subtitle_show":0,"pub_time":1776133013000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572444,"article_id":"1139303645","title":"港股异动 | 半导体股走强，兆易创新涨超10%","subtitle":"","subtitle_show":0,"pub_time":1776132652811,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"symbols_score_info":{"159582":1.5,"603986":1.5,"03986":1.5,"CHPY":1.5,"PSI":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"USD":1.5,"VGT":1.5,"VXUS":1.5,"XSD":1.5},"rights":null},{"id":572363,"article_id":"2627498775","title":"港股异动 | 存储概念涨幅居前 兆易创新(03986.HK)涨超9% 三星Q2 DRAM合约价预计环比上涨30%","subtitle":"","subtitle_show":0,"pub_time":1776131995000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572445,"article_id":"2627249872","title":"港股异动 | 存储概念涨幅居前 兆易创新(03986)涨超9% 三星Q2 DRAM合约价预计环比上涨30%","subtitle":"","subtitle_show":0,"pub_time":1776131995000,"source_id":"stock_zhitongcaijing","language":"zh","url":"http://www.zhitongcaijing.com/content/detail/1428088.html","is_publish_highlight":0,"symbols_score_info":{"603986":1.96,"688008":1.89,"688347":1.87,"01347":1.87,"03986":1.96,"06809":1.89},"rights":null},{"id":572447,"article_id":"2627986024","title":"存储芯片概念表现活跃 大为股份涨停","subtitle":"","subtitle_show":0,"pub_time":1776131098000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572311,"article_id":"1101656364","title":"异动解读 | 存储概念板块走强，兆易创新盘中大涨7.61%","subtitle":"","subtitle_show":0,"pub_time":1776130981210,"source_id":"ai_movement_cn","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"03986":1},"rights":null},{"id":572312,"article_id":"1166394136","title":"异动解读 | 存储概念板块走强，南方两倍做多海力士盘中大涨15.76%","subtitle":"","subtitle_show":0,"pub_time":1776130955723,"source_id":"ai_movement_cn","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"07709":1},"rights":null},{"id":572314,"article_id":"1180617646","title":"异动 | 存储概念走高，南方两倍做多海力士涨超15%，兆易创新涨超7%","subtitle":"","subtitle_show":0,"pub_time":1776130859600,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"symbols_score_info":{"603986":1.5,"03986":1.5,"07709":1.5},"rights":null},{"id":572313,"article_id":"2627988964","title":"储存器概念股盘初走强，协创数据20%涨停","subtitle":"","subtitle_show":0,"pub_time":1776130470000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":572315,"article_id":"2627464939","title":"港股概念追踪 | Q1全球储能电池出货同比增长117% 行业“量价齐升”格局基本确立(附概念股)","subtitle":"","subtitle_show":0,"pub_time":1776123559000,"source_id":"stock_zhitongcaijing","language":"zh","url":"http://www.zhitongcaijing.com/content/detail/1428025.html","is_publish_highlight":0,"symbols_score_info":{"81211":0.6,"159566":1.79,"300750":1.96,"002460":1.95,"002466":1.95,"002594":1.93,"01211":1.93,"01772":1.95,"03750":1.96,"09696":1.95,"BYDDY":1.93,"HYDD.SI":0.6},"rights":null}],"isFinancial":true,"allList":[{"id":579314951753856,"gmtCreate":1782464392786,"gmtModify":1782465041293,"author":{"id":"4238722309953140","authorId":"4238722309953140","name":"红绿跳跳糖","avatar":"https://static.tigerbbs.com/df27ae78ee1b8a5f44032ab13e65143e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4238722309953140","idStr":"4238722309953140"},"themes":[],"title":"你家屋顶的太阳能板，可能在偷偷给AI打工哦","htmlText":"刷到个意外涨幅——Sunrun周三盘中暴涨超31%，它联合特斯拉、Renew Home，聚合全美家庭电池、温控器打造“反向电厂”，调出16吉瓦可调电力，高峰可供给17座AI数据中心。 AI算力缺电开始挖掘居民侧储能，这条线比芯片冷门、尚处早期，值得盯一眼。 以上内容仅代表个人观点，不构成投资建议。关注跳跳糖，祝大家买的都涨，卖的都跌~[得意]&nbsp;&nbsp;","listText":"刷到个意外涨幅——Sunrun周三盘中暴涨超31%，它联合特斯拉、Renew Home，聚合全美家庭电池、温控器打造“反向电厂”，调出16吉瓦可调电力，高峰可供给17座AI数据中心。 AI算力缺电开始挖掘居民侧储能，这条线比芯片冷门、尚处早期，值得盯一眼。 以上内容仅代表个人观点，不构成投资建议。关注跳跳糖，祝大家买的都涨，卖的都跌~[得意]&nbsp;&nbsp;","text":"刷到个意外涨幅——Sunrun周三盘中暴涨超31%，它联合特斯拉、Renew Home，聚合全美家庭电池、温控器打造“反向电厂”，调出16吉瓦可调电力，高峰可供给17座AI数据中心。 AI算力缺电开始挖掘居民侧储能，这条线比芯片冷门、尚处早期，值得盯一眼。 以上内容仅代表个人观点，不构成投资建议。关注跳跳糖，祝大家买的都涨，卖的都跌~[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579314951753856","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":579314951753856,"gmtCreate":1782464392786,"gmtModify":1782465041293,"author":{"id":"4238722309953140","authorId":"4238722309953140","name":"红绿跳跳糖","avatar":"https://static.tigerbbs.com/df27ae78ee1b8a5f44032ab13e65143e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4238722309953140","idStr":"4238722309953140"},"themes":[],"title":"你家屋顶的太阳能板，可能在偷偷给AI打工哦","htmlText":"刷到个意外涨幅——Sunrun周三盘中暴涨超31%，它联合特斯拉、Renew Home，聚合全美家庭电池、温控器打造“反向电厂”，调出16吉瓦可调电力，高峰可供给17座AI数据中心。 AI算力缺电开始挖掘居民侧储能，这条线比芯片冷门、尚处早期，值得盯一眼。 以上内容仅代表个人观点，不构成投资建议。关注跳跳糖，祝大家买的都涨，卖的都跌~[得意]&nbsp;&nbsp;","listText":"刷到个意外涨幅——Sunrun周三盘中暴涨超31%，它联合特斯拉、Renew Home，聚合全美家庭电池、温控器打造“反向电厂”，调出16吉瓦可调电力，高峰可供给17座AI数据中心。 AI算力缺电开始挖掘居民侧储能，这条线比芯片冷门、尚处早期，值得盯一眼。 以上内容仅代表个人观点，不构成投资建议。关注跳跳糖，祝大家买的都涨，卖的都跌~[得意]&nbsp;&nbsp;","text":"刷到个意外涨幅——Sunrun周三盘中暴涨超31%，它联合特斯拉、Renew Home，聚合全美家庭电池、温控器打造“反向电厂”，调出16吉瓦可调电力，高峰可供给17座AI数据中心。 AI算力缺电开始挖掘居民侧储能，这条线比芯片冷门、尚处早期，值得盯一眼。 以上内容仅代表个人观点，不构成投资建议。关注跳跳糖，祝大家买的都涨，卖的都跌~[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579314951753856","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}