南方两倍做空三星电子(美元)(09347)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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09347 南方两倍做空三星电子(美元)

休市中 05-15 15:40:50

0.013

+0.002

+18.18%

最高0.013	最低0.012	成交量3,454万
今开0.012	昨收0.011	日振幅9.09%
总市值564.20万	流通市值564.20万	总股本4.34亿
成交额41.97万	换手率7.96%	流通股本4.34亿
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--

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）

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09:16","pubTimestamp":1778807768,"startTime":"0","endTime":"0","summary":"韩国三星电子工会称，三星已提出无条件恢复与工会的谈判。三星电子工会表示愿意在6月7日后进行谈判。","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":"0","news_top_title":"三星已提出无条件恢复与工会的谈判，三星电子工会愿意在6月7日后进行谈判","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07747","09347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635756763","title":"罢工对三星影响多大？摩根大通：任何回调都是买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2635756763","media":"华尔街见闻","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635756763?lang=zh_cn&edition=full","pubTime":"2026-05-14 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家电拖后腿","url":"https://stock-news.laohu8.com/highlight/detail?id=2634155334","media":"新京报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634155334?lang=zh_cn&edition=full","pubTime":"2026-05-09 20:53","pubTimestamp":1778331180,"startTime":"0","endTime":"0","summary":"\n                                                三星家电，败走中国大陆。                                                [全文]\n","market":"hk","thumbnail":"https://media.bjnews.com.cn/cover/2026/05/09/5717259589813085479.jpeg?x-oss-process=image/resize,m_lfit,w_365","type":0,"news_type":0,"thumbnails":["https://media.bjnews.com.cn/cover/2026/05/09/5717259589813085479.jpeg?x-oss-process=image/resize,m_lfit,w_365"],"rights":{"source":"highlight_bjnews","url":"https://www.bjnews.com.cn/detail/1778325096129346.html","rn_cache_url":null,"customStyle":"handleCustomStyle(customStyle, ThemeStyle, getFont(fontSize))","selectors":"#main .nleft","filters":".ntit, 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14:44","pubTimestamp":1777531440,"startTime":"0","endTime":"0","summary":"未来资产管理指出，韩国芯片制造商所创造的巨额财富将推动支出与通胀，进而促使韩国央行在未来一年内至少加息三次。他补充称，韩国10年期国债收益率有望在未来两个月内突破4%关口，为2023年以来首次。此外，伊朗战争引发的石油冲击进一步加剧了通胀风险，可能迫使韩国央行维持紧缩的货币政策。申铉松将于5月28日主持召开首次货币政策会议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2026-04-30/doc-inhwhktz0267900.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["TLTW","BK4535","EWY","TLT","BK4588","TMF","09347","SOX","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1129510255","title":"三星电子预计一季度利润增长八倍，AI芯片需求推高合约价格","url":"https://stock-news.laohu8.com/highlight/detail?id=1129510255","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1129510255?lang=zh_cn&edition=full","pubTime":"2026-04-07 07:11","pubTimestamp":1775517081,"startTime":"0","endTime":"0","summary":"摘要三星预计第一季度营业利润为57.2万亿韩元，而去年同期为6.7万亿韩元分析师预计第一季度营业利润为40.6万亿韩元三星电子预计第一季度利润将创下历史新高，同比增幅超过八倍，并显著高于市场预期。这一初步业绩几乎是三星此前季度营业利润纪录的近三倍。研究机构TrendForce预计，在供应短缺持续的情况下，本季度DRAM内存芯片的合约价格将上涨超过50%。三星表示，其1月至3月期间的营收预计将增长68%，达到133万亿韩元。","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":"ca0e3dea87604e6a95a3bf5695c5bcab","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"三星预计一季度利润增长八倍，AI芯片需求推高合约价格","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07747","SSNLF","SMSD.UK","09347"],"isVideo":true,"video":{"duration":57,"video_url":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/1bbf8a1d5145403722591212856/14rr5Ck35VUA.mp4","video_thumbnail":"https://static.tigerbbs.com/c78e574722736b76a6d14baca9e312d3"},"gpt_icon":0},{"id":"2624765952","title":"存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和","url":"https://stock-news.laohu8.com/highlight/detail?id=2624765952","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624765952?lang=zh_cn&edition=full","pubTime":"2026-04-03 20:07","pubTimestamp":1775218078,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，受益于人工智能热潮推动的芯片价格飙升，三星电子第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。自2月28日伊朗战争爆发以来，三星的股价已下跌14%。尽管如此，受大型科技公司数千亿美元人工智能投资计划的提振，三星股价今年迄今仍上涨了50%。其他业务尽管三星的存储芯片部门将贡献其大部分利润，但其其他业务预计将面临困境。","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":"a2f04305c5771574d8cfec8718a680e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1425104.html","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":"stock_zhitongcaijing","symbols":["09347","SSNLF","KF","07747","BK4504","BK4581","EWY","FLKR","KORU","MKOR","BK4550","BK4585","BK4170","BK4543","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622886673","title":"韩国Kospi指数下跌超1% 终结两日连涨走势 芯片股下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2622886673","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622886673?lang=zh_cn&edition=full","pubTime":"2026-03-26 08:33","pubTimestamp":1774485180,"startTime":"0","endTime":"0","summary":"韩国Kospi指数一度下跌1.6%，随后跌幅有所收窄。该国头部芯片企业三星电子及SK海力士股价表现疲弱，原因是市场担忧需求下降，此前谷歌研究人员推出了一项面向大语言模型与向量搜索引擎的全新压缩技术。\n　　三星下跌2.1%、SK海力士下跌2.5%，成为拖累Kospi指数的主要个股。\n　　早盘交易中，本土及境外资金净卖出Kospi成分股，而散户投资者为净买入方。\n　　小盘股指数Kosdaq上涨0.6%。\n　　Kospi指数此次下跌使其今年以来涨幅收窄至约32%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhshhrh3089318.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4535","BK4588","BK4585","09347","513310"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622049233","title":"从根本上改变工作方式、价值创造模式、决策机制--AI正加速颠覆一切","url":"https://stock-news.laohu8.com/highlight/detail?id=2622049233","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622049233?lang=zh_cn&edition=full","pubTime":"2026-03-25 12:24","pubTimestamp":1774412648,"startTime":"0","endTime":"0","summary":"全球经济与社会运转逻辑正被AI重塑。花旗指出，在决策机制上，“代理式AI”正从辅助工具转变为独立执行金融交易等任务的自主决策者；在价值创造上，AI代理正在瓦解传统SEO流量分发漏斗，催生“替我办事”经济，迫使商业价值向API接口转移；在工作方式上，具身智能跨越物理鸿沟，预计到2050年数亿台人形机器人将重塑全球劳动力市场。","market":"sh","thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3768328","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":["LU1267930227.SGD","MRVL","LU0477156953.USD","BK4207","LU0162691827.USD","LU0052756011.USD","MUU","BK4587","LU0648001328.SGD","BK4528","BK4504","ROBO","AMD","07747","SSNLF","LU0310800965.SGD","LU1668664300.SGD","STX","AVGO","INTC","MU","VGT","LU2417539215.USD","MULL","BK4551","LU0130102774.USD","LU1244550221.USD","09347","LU0072461881.USD","SMSD.UK","LU1506573853.SGD","BK4585","LU0130517989.USD","LU0314106906.USD","LU1201861249.SGD","LU1366192091.USD","LU1162221912.USD","LU2125154935.USD","BK4534","QCOM","LU0128525689.USD","BK4588","LU1791807156.HKD","WDC","LU2360032135.SGD","LU0106831901.USD","LU1244550494.USD","BK4566","AIYY","LU2462157665.USD","LU1244550577.SGD","LU0098860793.USD","BK4543","NVDA","LU0320765646.SGD","LU2125154778.USD","BK4023","LU2456880835.USD","LU0170899867.USD","LU2236285917.USD","MUD","07709","BK4559","SNDK","LU0980610538.SGD","IE00BSNM7G36.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2621722744","title":"还没到“投降”时刻！高盛警告：AI或是最后的抛售来源","url":"https://stock-news.laohu8.com/highlight/detail?id=2621722744","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621722744?lang=zh_cn&edition=full","pubTime":"2026-03-23 18:44","pubTimestamp":1774262682,"startTime":"0","endTime":"0","summary":"高盛表示，美股虽已启动去风险化，但尚未触发“投降式”出逃，下行压力未出清。当前标普500进入负Gamma区，波动加剧。数据显示超卖程度远不及历史底部，系统性资金仍有潜在抛压。值得警惕的是，周期股已遭连续清算，而持仓处于高位的AI板块与“Mag7”已成最后堡垒，若市场需进一步融资避险，AI复合体或将面临剧烈补跌。","market":"us","thumbnail":"https://static.tigerbbs.com/81adf540cba6da463427935171476047","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/81adf540cba6da463427935171476047"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"405e6c8b121f4d6cd8865a2775aea379","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3768142","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STX","IONQ","PATH","LU2237443622.USD","IBM","LU2237443382.USD","APLD","IE00BFXG1179.USD","LU0061475181.USD","LU2750360997.AUD","QBTS","MUU","LU1894683264.USD","SNPS","QUBT","ORCL","SMSD.UK","BK4127","IE00B19Z3581.USD","BK4516","LU2237443978.SGD","SOUN","BK4533","LU2265009873.SGD","LU0742534661.SGD","LU2237443895.HKD","LU1804176565.USD","LU0096364046.USD","IE0002270589.USD","LU2237438978.USD","PLTR","LU0251131958.USD","BK4552","BK4504","GOOGL","MU","LU2237443465.HKD","LU1868837300.USD","BK4585","CRWV","LU0048573561.USD","LU2750360641.GBP","09347","IE00BSNM7G36.USD","MDB","IE0004086264.USD","BK4550","WDC","LU0345770308.USD","LU2471134879.HKD","LU2471134523.USD","LU1894683348.USD","LU2237443549.SGD","RGTI","IREN","LU1791807156.HKD","LU1868836591.USD","LU2471134796.USD","SMCI","MSFT","LU1868836757.USD","MUD","IE0004091025.USD","META","07709","LU0106831901.USD","LU0345770993.USD","LU1868837136.USD","BBAI","BK4588","LU1668664300.SGD","GOOG","LU1868836914.USD","07747","SNDK","LU0251142724.SGD","IE0034235188.USD","IE00B19Z3B42.SGD","LU2471134952.CNY","MULL","APP","SSNLF"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2620941780","title":"“存储狂潮”何时见顶？这是最有效的“领先指标”","url":"https://stock-news.laohu8.com/highlight/detail?id=2620941780","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620941780?lang=zh_cn&edition=full","pubTime":"2026-03-17 13:05","pubTimestamp":1773723909,"startTime":"0","endTime":"0","summary":"瑞银回溯20年存储周期称，HBM挤占DRAM产能、AI推高存储价值权重后，传统用“价格加速”去预判行情见顶的命中率不高。更有效的领先指标是经营利润：历史上股价在90%情况下与利润峰值同步或提前见顶。该行预计本轮利润峰值出现在2027年三季度，意味着存储股上涨行情或延续至2027年二季度。","market":"sg","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":"14b276952a6b46a2a5e9067b5afd7fce","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3767693","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"“存储狂潮”何时见顶？这是最有效的“领先指标”","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2931357623.SGD","BK4527","BK4585","IE00B7SZLL34.SGD","LU0889565833.HKD","LU1323610961.USD","BK4512","LU1803068979.SGD","MULL","LU0154236417.USD","LU0889566641.SGD","LU2048586759.USD","LU1863844665.USD","LU1863844749.USD","LU3187612489.SGD","BK4587","LU0274383776.USD","LU0127658192.USD","IE0034235071.USD","LU2211815571.USD","GB00BDT5M118.USD","IE00B5949003.HKD","BK4141","MU","MUU","BK4554","BK4566","LU0203347892.USD","MUD","BK4534","LU0056508442.USD","LU0792757196.USD","LU1829250122.USD","LU2250418816.HKD","BK4605","BK4023","WDC","LU2458330243.SGD","LU1852331112.SGD","LU0642271901.SGD","LU1267930813.SGD","BK4543","07709","09347","BK4528","LU0203345920.USD","LU1316542783.SGD","LU0109392836.USD","BK4588","SNDK","07747","BK4118","BK4532","LU2458330169.SGD","STX","IE00B19Z3B42.SGD","LU0082616367.USD","LU2089985449.USD","LU2054465674.USD","LU1366333091.USD","LU2360106780.USD","LU0081259029.USD","IE0009356076.USD","SSNLF","BK4575","BK4551","LU2286300806.USD","BK4168","IE0002270589.USD","LU0719512351.SGD","SMSD.UK","BK4533","BK4553","IE00B19Z3581.USD","BK4579","LU0157215616.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2617635323","title":"韩国综指的剧烈波动与芯片巨头相关","url":"https://stock-news.laohu8.com/highlight/detail?id=2617635323","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617635323?lang=zh_cn&edition=full","pubTime":"2026-03-06 21:56","pubTimestamp":1772805360,"startTime":"0","endTime":"0","summary":"韩国市场从创纪录的12%跌幅反弹至10%涨幅，这反映了三星电子和SK海力士的巨大波动以及对能源进口成本上升的敏感性。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-06/doc-inhqahaf9113331.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09347","BK4585","BK4535","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616062558","title":"韩国2月份半导体出口额同比增长160.8% 刷新历史纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=2616062558","media":"新财闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616062558?lang=zh_cn&edition=full","pubTime":"2026-03-01 15:40","pubTimestamp":1772350814,"startTime":"0","endTime":"0","summary":"最新数据显示，韩国2月份出口额比去年同期增长29%，达到674.5亿美元，创下2月份历史新高。其中，半导体出口额同比增长160.8%，达到251.6亿美元，继续创下有史以来最高的月度业绩，并连续三个月超过200亿美元，主要得益于人工智能投资扩大带来的过剩需求以及由此导致的存储器价格飙升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301154020a72ce5b5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301154020a72ce5b5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4170","BK4535","09347","BK4543","BK4588","513310","BK4585","03132","SOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613972755","title":"港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2613972755","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613972755?lang=zh_cn&edition=full","pubTime":"2026-02-24 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Chanana表示，这表明AI存储芯片市场供应依然紧张，三星在高端芯片市场重新获得了定价话语权。兴业证券称，整体来看，2026年存储行业难以形成规模化有效供给。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406428.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688385","07747","01347","BK1610","BK1163","LU0708995583.HKD","IE0034224299.USD","00981","01385","09347","BK1526","BK4588","SG9999006597.SGD","LU1171460220.USD","BK1607","LU0052750758.USD","688981","07709","BK4585","LU0320764599.SGD","BK1589","688347","BK1614"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613221907","title":"SK海力士：存储价格将继续上涨，DRAM和NAND库存仅够维持约四周","url":"https://stock-news.laohu8.com/highlight/detail?id=2613221907","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613221907?lang=zh_cn&edition=full","pubTime":"2026-02-23 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13:48","pubTimestamp":1771220929,"startTime":"0","endTime":"0","summary":"美银美林指出，SK海力士库存周转天数降至127天的低位，成品库存仅剩2-3周。三星DRAM售价环比大涨40%，现货价格创25年新高。行业高管认为，本轮周期强度已超越2017-18年的云繁荣期，若短缺持续至2027年，价格仍有上涨空间。","market":"hk","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":"fb6b45ebc69a750b806652851f678056","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765778","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KXHCF","MUD","WDC","SNDK","KXIAY","SMSD.UK","TCB","MU","BK4588","07747","MULL","MUU","STX","VGT","SSNLF","BK4585","09347","07709"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2609853578","title":"三星将率先量产HBM4：抢下AI存储的\"下一张门票\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2609853578","media":"华尔街见闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609853578?lang=zh_cn&edition=full","pubTime":"2026-02-08 15:02","pubTimestamp":1770534123,"startTime":"0","endTime":"0","summary":"据悉三星HBM4量产和出货时间定在本月第三周，即农历新年假期后立即启动。三星在上一代HBM3E产品上曾遭遇挫折，此次抢先量产HBM4被视为重夺市场主动权的关键一步。","market":"sg","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":"https://wallstreetcn.com/articles/3765248","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":["BK4587","LU0234572021.USD","LU0354030511.USD","IE000KEQY171.SGD","LU0965509101.SGD","LU0211327993.USD","LU2097344357.USD","LU1778281490.HKD","LU0787776722.HKD","LU0154236417.USD","LU1548497426.USD","LU1066051498.USD","LU2092937148.SGD","LU2286300806.USD","LU0080751232.USD","LU2125909593.SGD","LU2065171311.SGD","LU2294711713.HKD","IE0001KFT4U8.USD","LU2361044949.HKD","LU2552382058.USD","IE0034235188.USD","SGXZ99366536.SGD","BK4551","LU1934455863.HKD","NVDW","LU0965509010.AUD","NVDA","IE00BKVL7J92.USD","LU0820562030.AUD","IE0009G5SDU7.USD","IE00BKPKM429.USD","LU0823421333.USD","LU2491049909.HKD","LU0943347566.SGD","LU1551013342.USD","LU2552382132.HKD","IE00BQXX3C00.GBP","LU0345770308.USD","BK4527","IE00BJJMRY28.SGD","LU2023250330.USD","SGXZ51526630.SGD","LU2322448791.USD","SG9999015952.SGD","LU0724617625.USD","LU1861220033.SGD","LU2242649171.HKD","HK0000306701.USD","LU1951200564.SGD","LU2083900584.USD","LU0106261372.USD","LU1803068979.SGD","LU0528227936.USD","NVDY","LU1934455277.USD","NVD2.UK","LU2473716301.USD","LU1861215975.USD","IE0003U64NQ7.SGD","LU1037948541.HKD","LU0096362180.USD","LU0348723411.USD","LU0708995401.HKD","LU0820561909.HKD","IE00BK4W5M84.HKD","BK4503","MU","SGXZ23171101.USD","LU1935042215.USD","LU1923622291.USD","LU2272731782.SGD","LU0109392836.USD","LU1989764664.SGD","LU0444971666.USD","SMSD.UK","LU2272731865.HKD","LU2360106780.USD","LU2750360997.AUD","LU1066051225.USD","07747","IE00BYXW3230.USD","LU0211328371.USD","LU2860962120.EUR","LU2357125470.USD","BK4548","LU2931357623.SGD","LU1280957306.USD","07709","LU1983260115.SGD","BK4581","SG9999015341.SGD","LU0203202063.USD","LU0109391861.USD","LU1691799644.USD","HK0000320223.HKD","LU2430703178.SGD","LU2462157665.USD","HK0000320264.USD","SG9999015945.SGD","LU2456880835.USD","LU0823434740.USD","SG9999014906.USD","LU2077746001.SGD","LU2247934214.USD","LU2065170008.USD","IE0004445015.USD","LU2089985449.USD","LU1366192091.USD","LU0127658192.USD","LU2592432038.USD","LU0640476718.USD","LU1989772840.SGD","IE000ITXATA3.USD","LU2896262040.SGD","IE00BMPRXQ63.HKD","IE00BQXX3D17.EUR","BK4588","IE00BWXC8680.SGD","MULL","IE00BK4W5L77.USD","IE00B3S45H60.SGD","NVDS","LU1242518931.SGD","SG9999014575.USD","BK4534","SG9999018857.SGD","LU0476273544.USD","LU1496350502.SGD","LU0215105999.USD","LU1804176565.USD","SGXZ81514606.USD","LU2491050071.SGD","SG9999017495.SGD","LU2750360641.GBP","LU0868494617.USD","LU0069063385.USD","SG9999018865.SGD","LU0689472784.USD","NVII","LU0820561818.USD","LU0308772762.SGD","LU2471134879.HKD","LU1814569148.SGD","IE00B5949003.HKD","LU1868836914.USD","SG9999015978.USD","LU1429558221.USD","MUD","IE00BJTD4V19.USD","LU1623119135.USD","BK4567","LU2125154778.USD","LU0354030438.USD","LU0077335932.USD","BK4585","BK4579","LU0251132253.USD","LU1145028129.USD","LU0256863902.USD","NVDU","LU1821325948.USD","BK4614","LU2543165471.USD","SG9999001424.SGD","LU1923623000.USD","LU2264538146.SGD","LU2471134796.USD","LU0234570918.USD","LU1712237335.SGD","LU0107464264.USD","IE00B1XK9C88.USD","LU0466842654.USD","LU2168564222.USD","LU2250418816.HKD","LU0081259029.USD","LU0345769631.USD","LU0265550946.USD","LU1127390331.HKD","LU0056508442.USD","LU2381873111.SGD","LU0061474705.USD","LU0868494708.USD","IE00B775SV38.USD","LU0079474960.USD","LU2552382215.SGD","LU1989772923.USD","LU1699723380.USD","LU0345768153.USD","LU2361045086.USD","LU2063271972.USD","IE00B3M56506.USD","LU1366333091.USD","LU0238689110.USD","LU0788109477.HKD","IE00BZ199S13.USD","LU0889565833.HKD","LU2417539215.USD","LU1066051811.HKD","LU0289739343.SGD","LU2242650005.HKD","SG9999015986.USD","LU0942090050.USD","LU2756315664.SGD","LU0096364046.USD","LU0266013472.USD","LU1934455194.USD","LU1815336760.USD","LU1119994496.HKD","IE00B775H168.HKD","IE00BJLML261.HKD","LU0323591593.USD","HK0000914660.USD","LU1935043536.SGD","LU0823414478.USD","LU2092627202.USD","LU1718418525.SGD","LU2089283258.USD","LU2065169927.USD","LU1852331112.SGD","LU1988902786.USD","SG9999014559.SGD","LU1242518857.USD","LU2111349929.HKD","LU2168564065.EUR","NVDQ","IE00BD6J9T35.USD","LU0225283273.USD","LU0985320562.USD","LU2361044865.SGD","LU2023251221.USD","LU2430703095.HKD","LU0345768740.USD","LU2326559502.SGD","LU0310800379.SGD","IE00B19Z8W00.USD","IE00BDCRKT87.USD","LU0979878070.USD","LU0823421416.USD","HK0000914686.HKD",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09:31","pubTimestamp":1770082264,"startTime":"0","endTime":"0","summary":"周一韩国综指暴跌超5%，创4月以来最大跌幅，三星电子和SK海力士等芯片股领跌。投资者避险情绪升温，韩国波动率指数VKOSPI飙升至近10个月最高，相对全球VIX的溢价创历史新高。分析师建议投资者谨慎对冲，等待确认后再入场。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764796","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"存储超级周期面临考验，韩股波动率“创新高”，对冲成本急升","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07747","KEP","PKX","SSNLF","SHG","EWY","09347","KT","KF","FLKR","SKM","07709","SMSD.UK","KB","TVIX","LPL","KPOP","CPNG","MULL","MKOR","MUD","KORU","MUU","DDI","GRVY"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608081947","title":"SK海力士领涨韩国芯片股 扭转前一交易日抛售颓势","url":"https://stock-news.laohu8.com/highlight/detail?id=2608081947","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608081947?lang=zh_cn&edition=full","pubTime":"2026-02-03 08:16","pubTimestamp":1770077760,"startTime":"0","endTime":"0","summary":"SK海力士领涨韩国芯片股，扭转前一交易日抛售颓势。SK海力士股价上涨5.8%，至87.8万韩元。三星电子股价上涨5.3%，至158400韩元。\n \n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fbc51eedd8a213e525ca6e58657818a9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-03/doc-inhknttp0400714.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4535","09347","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2607384035","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2607384035","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607384035?lang=zh_cn&edition=full","pubTime":"2026-01-29 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