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BK4551 寇图资本持仓
已收盘 10-22 16:00:00 EDT
4,180.63
-171.02
-3.93%
最高
4,351.70
最低
4,162.71
成交量
7.93亿
今开
4,351.70
昨收
4,351.65
日振幅
4.34%
总市值
0.00
流通市值
0.00
总股本
0.00
成交额
1,087亿
换手率
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流通股本
0.00
市净率
13.473265
ROE
--
每股收益
0.00
52周最高
--
52周最低
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市盈率
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股息
--
股息收益率
--
ROA
--
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周K
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北京优虎网络科技有限公司
资讯
新帖
简况
黄仁勋：到2029年存储供应过剩的可能性不大
格隆汇 · 09:40
黄仁勋：到2029年存储供应过剩的可能性不大
存储基板厂商 TLB 启动 SOCAMM3 基板开发
链捕手 · 09:20
存储基板厂商 TLB 启动 SOCAMM3 基板开发
黄仁勋：2029 年前内存供应过剩可能性不大
链捕手 · 09:11
黄仁勋：2029 年前内存供应过剩可能性不大
Optimus量产在即的硬指标：从产线就绪到交付复购
同花顺 · 08:33
Optimus量产在即的硬指标：从产线就绪到交付复购
特斯拉澳大利亚和新西兰发言人：特斯拉已决定不推进在澳大利亚和新西兰生产Cybertruck的计划。
智通财经 · 08:02
特斯拉澳大利亚和新西兰发言人：特斯拉已决定不推进在澳大利亚和新西兰生产Cybertruck的计划。
华尔街AI信仰遭遇重击！纳指暴跌2.6%，芯片股血洗、Meta重挫7%
FX168全球投资 · 07:55
华尔街AI信仰遭遇重击！纳指暴跌2.6%，芯片股血洗、Meta重挫7%
【今日主题前瞻】英伟达升级Isaac机器人平台，推出人形机器人参考框架与仿真工具
中金财经 · 07:55
【今日主题前瞻】英伟达升级Isaac机器人平台，推出人形机器人参考框架与仿真工具
马斯克力争2027年上半年宣布特斯拉与SpaceX合并计划；莫德纳癌症疫苗试验数据意外泄露，股价盘中一度大跌26% ｜全球科技早参
每日经济新闻 · 07:53
马斯克力争2027年上半年宣布特斯拉与SpaceX合并计划；莫德纳癌症疫苗试验数据意外泄露，股价盘中一度大跌26% ｜全球科技早参
特斯拉要为 Optimus 建“学校”，马斯克称训练机器人就像育儿
IT之家 · 07:41
特斯拉要为 Optimus 建“学校”，马斯克称训练机器人就像育儿
莫德纳和默克股价重挫，黑色素瘤疫苗数据未能惊艳市场
智通财经 · 07:38
莫德纳和默克股价重挫，黑色素瘤疫苗数据未能惊艳市场
马斯克加速打造“全美第四大运营商”！SpaceX(SPCX.US)拟获取8万蜂窝基站 通信塔公司迎新机遇
智通财经 · 06:34
马斯克加速打造“全美第四大运营商”！SpaceX(SPCX.US)拟获取8万蜂窝基站 通信塔公司迎新机遇
传马斯克豪掷10亿美元投资Skydance，后者面临近800亿美元债务负担
智通财经 · 06:00
传马斯克豪掷10亿美元投资Skydance，后者面临近800亿美元债务负担
美股市场重新评估AI热潮的可持续性，纳指创6月以来最大跌幅
格隆汇 · 04:43
美股市场重新评估AI热潮的可持续性，纳指创6月以来最大跌幅
SpaceX(SPCX.O)：与特斯拉(TSLA.O)的任何潜在合并均须经本公司特别委员会、董事会及控股股东进一步批准。
格隆汇 · 04:42
SpaceX(SPCX.O)：与特斯拉(TSLA.O)的任何潜在合并均须经本公司特别委员会、董事会及控股股东进一步批准。
SpaceX：在截至9月30日的三个月及九个月内，分别从特斯拉采购了价值1.51亿美元和4.8亿美元的Megapack储
智通财经 · 04:05
SpaceX：在截至9月30日的三个月及九个月内，分别从特斯拉采购了价值1.51亿美元和4.8亿美元的Megapack储
美股收盘：科技股重挫 纳指跌2.6%
格隆汇 · 04:02
美股收盘：科技股重挫 纳指跌2.6%
默沙东(MRK.US)证实，其与莫德纳(MRNA.US)合作研发的黑色素瘤疫苗数据遭泄露。
智通财经 · 02:28
默沙东(MRK.US)证实，其与莫德纳(MRNA.US)合作研发的黑色素瘤疫苗数据遭泄露。
马斯克：我们正在尽可能增加集成电池系统Megapacks的生产。
格隆汇 · 02:17
马斯克：我们正在尽可能增加集成电池系统Megapacks的生产。
马斯克：尽可能提高Megapack产量。
智通财经 · 02:14
马斯克：尽可能提高Megapack产量。
特斯拉和SpaceX合并要迈过哪些障碍？
同花顺 · 01:41
特斯拉和SpaceX合并要迈过哪些障碍？
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TLB 启动 SOCAMM3 基板开发","url":"https://stock-news.laohu8.com/highlight/detail?id=2677809916","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677809916?lang=zh_cn&edition=full","pubTime":"2026-10-23 09:20","pubTimestamp":1792718402,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，韩国存储基板厂商 TLB 已与两家国内外大型存储制造商启动 AI 服务器低功耗内存模块规格 SOCAMM3 基板开发。据业界 22 日消息，TLB 近期开始与两家现有存储客户协商设计方向和制造工艺，规格尚未确定，存储厂商计划先与基板厂商完成设计后再纳入规格，实际基板量产预计在 2028 年。SOCAMM 将移动端低功耗 DRAM 做成可拆卸的 AI 服务器模块，由英伟达率先用于自有 AI 服务器，SOCAMM2 已发展为 JEDEC 标准。目前英伟达 Vera CPU 旁每颗 CPU 搭载 8 个基于 LPDDR5X 的 SOCAMM2，单颗 CPU 最大容量 1.5TB、带宽每秒 1.2TB。SOCAMM2 基板需经过五次叠层，SOCAMM3 叠层次数将增加，微孔加工等工艺难度上升。适用系统尚未公开，2028 年量产时点与英伟达路线图重合，英伟达今年 3 月在 GTC 宣布将于 2028 年推出 Feynman GPU 与新 CPU Rosa。TLB 的 SOCAMM2 基板已于今年初量产，二季度产量和销售额较前一季度增长三倍以上，生产时间与单价均约为既有模块基板的两倍。业界预计今年 TLB 的 SOCAMM 基板销售额约 700 亿韩元，明年约 1400 亿韩元。券商预计公司今年整体营收约 3500 亿至 3700 亿韩元，同比增长约 40%，明年约 4500 亿韩元。公司下月将在越南北宁省安丰产业园开工建设二厂，目标明年四季度投产，但 SOCAMM 基板短期内仍仅在安山总部生产。 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年前内存供应过剩可能性不大","url":"https://stock-news.laohu8.com/highlight/detail?id=2677458915","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677458915?lang=zh_cn&edition=full","pubTime":"2026-10-23 09:11","pubTimestamp":1792717906,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据科创板日报，英伟达首席执行官黄仁勋周四在柏林 GTC 大会期间接受媒体采访时表示，到 2029 年出现内存供应过剩的可能性不大。他说，内存很棒的一点是永远可以用得更多，并称 HBM 未来数年会持续得到应用。黄仁勋还表示，英伟达是全球首家将手机中使用的 LPDDR 内存引入数据中心的公司，这使其能效达到目前全球任何方案的两倍，因此将继续大量使用这类内存。他上周四称，客户对 AI 芯片的订购需求持续超过公司供应能力，新订单几乎每周、甚至每天都在涌入。过去一周，存储芯片股因市场担忧供应过剩和需求疲软而遭遇抛售。韩国一家知名媒体上周发表专栏，援引两位专家称，预计到 2029 年半导体将出现大量新增供应，存储芯片市场可能变成红海。周四纳斯达克综合指数收跌 2.6%，报 26008.86 点；闪迪跌 8.51%，SK 海力士跌 8.07%，希捷科技跌 7.86%，西部数据跌 6.43%，美光科技跌 6.23%。 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