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07747 南方两倍做多三星电子
已收盘 02-05 16:08:28
57.340
-5.860
-9.27%
最高
60.140
最低
55.400
成交量
575.09万
今开
60.140
昨收
63.200
日振幅
7.50%
总市值
2.58亿
流通市值
2.58亿
总股本
450.00万
成交额
3.29亿
换手率
127.80%
流通股本
450.00万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
三星大涨, 南方两倍做多三星电子午后直线拉升暴涨近19%
老虎资讯综合 · 02-03 13:41
三星大涨, 南方两倍做多三星电子午后直线拉升暴涨近19%
存储超级周期面临考验,韩股波动率“创新高”,对冲成本急升
华尔街见闻 · 02-03 09:31
存储超级周期面临考验,韩股波动率“创新高”,对冲成本急升
三星、海力士预警:优先供应AI致传统芯片告急,全球手机、PC出货量指引转跌
华尔街见闻 · 01-29
三星、海力士预警:优先供应AI致传统芯片告急,全球手机、PC出货量指引转跌
“最大客户”都让步了!韩媒称三星、海力士一季度向苹果供DRAM价格较上季度翻倍
华尔街见闻 · 01-27
“最大客户”都让步了!韩媒称三星、海力士一季度向苹果供DRAM价格较上季度翻倍
港股异动 | 南方两倍做多海力士午后拉升涨超14%,公司将独家为Maia200供应HBM3E芯片
老虎资讯综合 · 01-27
港股异动 | 南方两倍做多海力士午后拉升涨超14%,公司将独家为Maia200供应HBM3E芯片
特朗普威胁关税,韩股开盘下跌,现代汽车一度大跌近5%
华尔街见闻 · 01-27
特朗普威胁关税,韩股开盘下跌,现代汽车一度大跌近5%
三星据报将赢得英伟达存储芯片订单,这对美光意味着什么
老虎资讯综合 · 01-26
三星据报将赢得英伟达存储芯片订单,这对美光意味着什么
存储芯片,最大黑马
格隆汇 · 01-26
存储芯片,最大黑马
三星电子将于2月向英伟达供应HBM4芯片
老虎资讯综合 · 01-26
三星电子将于2月向英伟达供应HBM4芯片
韩国存储双雄下周揭晓Q4业绩!炸裂表现有望成韩股及半导体板块“助推剂”
智通财经 · 01-23
韩国存储双雄下周揭晓Q4业绩!炸裂表现有望成韩股及半导体板块“助推剂”
韩国半导体出口暴增超70%!南方两倍做多海力士、南方两倍做多三星电子携手大涨
老虎资讯综合 · 01-22
韩国半导体出口暴增超70%!南方两倍做多海力士、南方两倍做多三星电子携手大涨
韩国半导体出口暴增超70%!费城半导体指数创历史新高,全球抢芯大战升级
券商中国 · 01-22
韩国半导体出口暴增超70%!费城半导体指数创历史新高,全球抢芯大战升级
存储芯片“贫富差距”拉大,赢家输家到底怎么选?
华尔街见闻 · 01-21
存储芯片“贫富差距”拉大,赢家输家到底怎么选?
报道:三星美国厂3月启动EUV试产,计划下半年量产特斯拉AI芯片
华尔街见闻 · 01-20
报道:三星美国厂3月启动EUV试产,计划下半年量产特斯拉AI芯片
HBM4与美股上市双催化,摩根大通上调SK海力士目标价至100万韩元
华尔街见闻 · 01-19
HBM4与美股上市双催化,摩根大通上调SK海力士目标价至100万韩元
三星预计存储芯片价格飙升将推动利润创新高,这对美光股票意味着什么?
老虎资讯综合 · 01-08
三星预计存储芯片价格飙升将推动利润创新高,这对美光股票意味着什么?
存储芯片价格失控!华尔街再调预期:2026年DRAM或暴涨88%,NAND涨74%
华尔街见闻 · 01-07
存储芯片价格失控!华尔街再调预期:2026年DRAM或暴涨88%,NAND涨74%
异动 | 南方两倍做多海力士涨近10%,年内累涨超30%
老虎资讯综合 · 01-07
异动 | 南方两倍做多海力士涨近10%,年内累涨超30%
新年强势开局!AI需求叠加供给趋紧,存储芯片迎来集体反弹
华尔街见闻 · 01-06
新年强势开局!AI需求叠加供给趋紧,存储芯片迎来集体反弹
韩国股市首次突破4500点大关,三星与SK海力士股价创新高
环球市场播报 · 01-06
韩国股市首次突破4500点大关,三星与SK海力士股价创新高
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公司概况
公司名称:
南方两倍做多三星电子
所属市场:
SEHK
上市日期:
--
主营业务:
发行价格:
--
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| 南方两倍做多海力士午后拉升涨超14%,公司将独家为Maia200供应HBM3E芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1125143558","media":"老虎资讯综合","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1125143558?lang=zh_cn&edition=full","pubTime":"2026-01-27 13:53","pubTimestamp":1769493182,"startTime":"0","endTime":"0","summary":"1月27日,$南方两倍做多海力士(07709)$午后拉升涨超14%,公司将独家为Maia 200供应HBM3E芯片;$南方两倍做多三星电子(07747)$涨超7%。消息面上,$三星电子(SSNLF)$及SK海力士本周将发布最新财报。在人工智能浪潮的推动下,市场密切关注存储芯片的涨价逻辑能否顺利转化为相关公司的实际盈利增长,这一预期成为推动该ETF产品价格走高的核心因素。","market":"hk","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e42a42b5b3bc7437d9b7c4673784cf54","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07747","07709"],"gpt_icon":0},{"id":"2606272608","title":"特朗普威胁关税,韩股开盘下跌,现代汽车一度大跌近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606272608","media":"华尔街见闻","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606272608?lang=zh_cn&edition=full","pubTime":"2026-01-27 12:28","pubTimestamp":1769488125,"startTime":"0","endTime":"0","summary":"特朗普在当地时间26日宣布将对韩国汽车、药品和木材的关税税率从15%上调至25%。此举导致今日韩国汽车股开盘大幅下挫;现代汽车股价盘中一度暴跌4.77%,随后跌幅收窄,该公司是美国最大的韩国新车进口商。","market":"fut","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764234","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764234","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"特朗普威胁关税,韩股开盘下跌,现代汽车一度大跌近5%","news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FLKR","07709","KF","LPL","KEP","KT","SHG","DDI","MKOR","KB","PKX","EWY","GRVY","KORU","KPOP","CPNG","07747","SKM"],"gpt_icon":1},{"id":"1182997513","title":"三星据报将赢得英伟达存储芯片订单,这对美光意味着什么","url":"https://stock-news.laohu8.com/highlight/detail?id=1182997513","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1182997513?lang=zh_cn&edition=full","pubTime":"2026-01-26 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13:50","pubTimestamp":1769147400,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,在存储芯片行业已迎来“超级周期”之际,韩国两大存储芯片巨头——SK海力士和三星电子——即将公布的业绩有望展现出带动韩国股市和更广泛半导体行业上涨的强劲动能。SK海力士将于1月29日公布2025年第四季度及全年业绩。若投资者当前对SK海力士、三星的业绩预期在财报公布时得以兑现,对存储行业高景气度将持续的信心有望令涨势扩散至更广泛的半导体行业,也将有助于维持韩国股市的上涨势头。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"4b72d7fb0c6f10cde6abefcdd704ec34","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1396558.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"韩国存储双雄下周揭晓Q4业绩!炸裂表现有望成韩股及半导体板块“助推剂”","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["07709","07747"],"gpt_icon":1},{"id":"1140876765","title":"韩国半导体出口暴增超70%!南方两倍做多海力士、南方两倍做多三星电子携手大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1140876765","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1140876765?lang=zh_cn&edition=full","pubTime":"2026-01-22 09:27","pubTimestamp":1769045275,"startTime":"0","endTime":"0","summary":"1月22日,南方两倍做多海力士涨超5%,南方两倍做多三星电子涨超6%!韩国出口半导体总金额达107.3亿美元,同比大幅增长超70%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"071dc6a364133014c46034bd1335a9b7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07747","07709"],"gpt_icon":0},{"id":"1105050723","title":"韩国半导体出口暴增超70%!费城半导体指数创历史新高,全球抢芯大战升级","url":"https://stock-news.laohu8.com/highlight/detail?id=1105050723","media":"券商中国","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1105050723?lang=zh_cn&edition=full","pubTime":"2026-01-22 08:28","pubTimestamp":1769041691,"startTime":"0","endTime":"0","summary":"从产品类别看,本月前20天,韩国半导体出口额达107.3亿美元,同比大幅增长70.2%,占出口总额的29.5%,较上年同期大幅提升9.6个百分点。但汽车出口额同比下降10.8%,至28.7亿美元;船舶出口额大幅下降18.1%。受半导体需求提振,2025年12月,韩国出口额同比增长13.4%,达696亿美元,连续第11个月录得同比增长。2025年全年,韩国出口总额达7097亿美元,创历史新高。这是韩国年度出口额史上首次突破7000亿美元大关。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6743fa11e0e40c4de8204b6441ca36fa","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"韩国半导体出口暴增超70%!费城半导体指数创历史新高,全球抢芯大战升级","news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["INTC","SOX","SNDK","07747","SOXL","07709"],"gpt_icon":1},{"id":"1102396222","title":"存储芯片“贫富差距”拉大,赢家输家到底怎么选?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102396222","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1102396222?lang=zh_cn&edition=full","pubTime":"2026-01-21 21:05","pubTimestamp":1769000706,"startTime":"0","endTime":"0","summary":"大摩分析,AI带来的技术通胀正在加剧供应链的成本压力,导致存储芯片与传统硬件制造商之间的“贫富差距”拉大。SK海力士和三星被列为首选,其上涨潜力分别达到13%和14%。此外,AI存储需求还导致了NAND晶圆现货价格和模组价格的上涨。存储芯片价格不仅是行业周期的温度计,更是区分市场赢家与输家的分水岭。","market":"us","thumbnail":"https://static.tigerbbs.com/54c138f9f1f53ab709416cc826b0bd8a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/54c138f9f1f53ab709416cc826b0bd8a"],"rights":{"source":"lsy1762389672944","url":"https://wallstreetcn.com/articles/3763830","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"071dc6a364133014c46034bd1335a9b7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3763830","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储芯片“贫富差距”拉大,赢家输家到底怎么选?","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["SSNLF","09347","MUD","MULL","WDC","07747","07709","SNDK","MU","SMSD.UK","MUU","STX"],"gpt_icon":1},{"id":"2604019125","title":"报道:三星美国厂3月启动EUV试产,计划下半年量产特斯拉AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2604019125","media":"华尔街见闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604019125?lang=zh_cn&edition=full","pubTime":"2026-01-20 18:53","pubTimestamp":1768906400,"startTime":"0","endTime":"0","summary":"三星位于美国德克萨斯州的泰勒工厂计划于今年3月启动EUV设备试运行,目标在2026年下半年为特斯拉AI5/AI6自动驾驶芯片量产做好准备。该工厂占地约485万平方米,规划从4nm转向月产5万片2nm晶圆。尽管三星2nm良率已提升至约50%,仍落后于台积电,其技术成熟度将直接影响对特斯拉等客户的供货进程。工厂二期可能因订单增加而提前投产。","market":"us","thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3763704","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3763704","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BWXC8680.SGD","LU0820561909.HKD","LU1267930730.SGD","LU2756315318.SGD","LU2471134879.HKD","LU2063271972.USD","LU1861559042.SGD","LU2756315664.SGD","LU2462157665.USD","IE00BK4W5L77.USD","LU0345770308.USD","SG9999015945.SGD","LU0820562030.AUD","BK4574","LU1145028129.USD","LU0466842654.USD","LU2290526834.HKD","LU1066051811.HKD","LU2602419157.SGD","LU1429558221.USD","LU1435385759.SGD","LU1674673428.USD","07747","BK4550","LU1629891620.HKD","IE00BSNM7G36.USD","LU0719512351.SGD","LU2750360997.AUD","IE00B19Z8W00.USD","LU0689472784.USD","LU2417539215.USD","BK4548","LU1674673691.USD","LU0082616367.USD","LU0320765059.SGD","LU1548497426.USD","LU2403377893.USD","LU0823411888.USD","IE00B19Z9505.USD","LU1232071149.USD","LU1914381329.SGD","LU0964807845.USD","LU2471134952.CNY","LU0097036916.USD","LU0234570918.USD","LU2750360641.GBP","IE00B19Z8X17.USD","LU1861220033.SGD","LU0345769128.USD","LU1066051498.USD","LU1861558580.USD","LU2360106780.USD","BK4551","LU0672654240.SGD","LU0943347566.SGD","LU1366192091.USD","LU2471134523.USD","SG9999015986.USD","BK4592","LU0345770993.USD","BK4581","LU0823414478.USD","BK4604","BK4588","BK4612","LU2420271590.USD","BK4516","LU0316494557.USD","LU0077335932.USD","LU2213496289.HKD","LU2896262040.SGD","BK4585","BK4099","LU1066051225.USD","LU0348723411.USD","LU2250418816.HKD","LU2087621335.USD","LU0708995401.HKD","IE00BJLML261.HKD","LU2326559502.SGD","LU2357305700.SGD","LU1852331112.SGD","LU1551013425.SGD","BK4533","LU0056508442.USD","BK4598","LU1720051017.SGD","LU2236285917.USD","LU2023250330.USD","IE00B1BXHZ80.USD","BK4527","LU1839511570.USD","LU0345769631.USD","LU1778281490.HKD","LU1861215975.USD","LU2249611893.SGD","LU0109391861.USD","IE0034235303.USD","BK4534","SG9999015952.SGD","SG9999015978.USD","LU0210536198.USD","BK4543","LU0234572021.USD","LU2360107168.USD","BK4511","BK4555","LU2108987350.USD","LU0323591593.USD","LU0820561818.USD","IE00B1XK9C88.USD","LU0198837287.USD","IE00BK4W5M84.HKD","LU1551013342.USD","LU1066053197.SGD","TSLA","LU0053666078.USD","LU2456880835.USD","LU2471134796.USD","LU1720051108.HKD"],"gpt_icon":1},{"id":"2604318371","title":"HBM4与美股上市双催化,摩根大通上调SK海力士目标价至100万韩元","url":"https://stock-news.laohu8.com/highlight/detail?id=2604318371","media":"华尔街见闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604318371?lang=zh_cn&edition=full","pubTime":"2026-01-19 16:50","pubTimestamp":1768812625,"startTime":"0","endTime":"0","summary":"摩根大通将SK海力士目标价上调至100万韩元,AI内存需求增长与美股ADR上市是核心利好。凭借HBM4技术领先地位及产能扩张,预计未来盈利上调20%至25%。ADR上市有望收窄与美系同行的估值差距,吸引全球资本流入。报告建议关注1月底财报会关于HBM4及上市计划的最新进展。","market":"us","thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3763583","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3763583","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07709","07747"],"gpt_icon":1},{"id":"1145145392","title":"三星预计存储芯片价格飙升将推动利润创新高,这对美光股票意味着什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145145392","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1145145392?lang=zh_cn&edition=full","pubTime":"2026-01-08 18:45","pubTimestamp":1767869106,"startTime":"0","endTime":"0","summary":"预计季度营收将增长23%,达到93万亿韩元。三星将于本月晚些时候公布完整的季度财报,包括各业务部门的详细业绩。根据Counterpoint Research的数据,2025年第四季度存储芯片价格飙升了40%至50%,预计本季度将以相似的速度上涨。美国公司美光是韩国三星和SK海力士在存储芯片制造领域的主要竞争对手。","market":"us","thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07747","MU","SSNLF"],"gpt_icon":1},{"id":"2601695875","title":"存储芯片价格失控!华尔街再调预期:2026年DRAM或暴涨88%,NAND涨74%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601695875","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601695875?lang=zh_cn&edition=full","pubTime":"2026-01-07 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CPU内存需求激增的驱动,存储芯片价格将在2026年出现失控式上涨。2026年DRAM的平均售价(ASP)涨幅预期从原本的53%暴力上调至88%,NAND的涨幅预期从44%上调至74%。","market":"sg","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3762731","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"5ffc08f3a919603631ce88ed836bda66","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3762731","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储芯片价格失控!华尔街再调预期:2026年DRAM或暴涨88%,NAND涨74%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07747","MULL","SMSD.UK","SNDK","07709","STX","09347","MU","MUU","WDC","SSNLF","MUD"],"gpt_icon":1},{"id":"1161927972","title":"异动 | 南方两倍做多海力士涨近10%,年内累涨超30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161927972","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1161927972?lang=zh_cn&edition=full","pubTime":"2026-01-07 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23:12","pubTimestamp":1767712325,"startTime":"0","endTime":"0","summary":"受AI基础设施扩张驱动,存储芯片因强劲需求与供应短缺持续涨价,推动全球半导体板块强势反弹,市场预期行业正步入由AI需求定义的结构性增长新周期。在2025年经历大幅上涨后,作为AI模型训练与运行关键组件的存储芯片,其供应短缺状况并未缓解。此次反弹不仅限于存储芯片制造商,涨势已蔓延至更广泛的半导体供应链。鉴于需求未见放缓迹象,这三家巨头有望进一步提高其存储芯片的售价。","market":"us","thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"29222cfc757d915eafb3e6cfaa9353c4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"新年强势开局!AI需求叠加供给趋紧,存储芯片迎来集体反弹","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STX","WDC","MU","SNDK","07747","07709"],"gpt_icon":1},{"id":"2601861212","title":"韩国股市首次突破4500点大关,三星与SK海力士股价创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2601861212","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601861212?lang=zh_cn&edition=full","pubTime":"2026-01-06 15:28","pubTimestamp":1767684480,"startTime":"0","endTime":"0","summary":" 韩国股市周二上涨了逾1.5%,有史以来首次突破4500点大关,主要受半导体、证券、造船等行业的股价上涨推动。 $三星电子$股价周二收于创纪录的13.89万韩元,其竞争对手SK海力士以72.6万韩元收盘,也打破了此前的历史最高纪录。 今年以来,$三星$电子和SK海力士分别上涨了7.5%和2.96%。 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