HudBay Minerals Inc(HBM)_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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HBM HudBay Minerals Inc

未开盘 03-17 16:00:00 EDT

21.21

+0.07

+0.33%

盘后21.21

+0.000.00%

19:41 EDT

最高21.39	最低20.87	成交量288.77万
今开21.23	昨收21.14	日振幅2.48%
总市值84.02亿	流通市值73.91亿	总股本3.96亿
成交额6,109万	换手率0.83%	流通股本3.48亿
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

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年首次在五年内从中国手中夺回了存储芯片的榜首位置，这得益于对韩国企业生产的高带宽存储器及其他先进产品的强劲需求。","market":"fut","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/2026-03-17/doc-inhrhttu3880508.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":["LU0274383776.USD","LU0757428866.USD","LU0053671581.USD","SSD","BK4168","HBM","BK4086","LU1815336091.USD"],"gpt_icon":0},{"id":"2620417404","title":"SK集团会长：存储芯片短缺或持续至2030年，SK海力士多管齐下应对“超长缺货周期“","url":"https://stock-news.laohu8.com/highlight/detail?id=2620417404","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620417404?lang=zh_cn&edition=full","pubTime":"2026-03-17 14:44","pubTimestamp":1773729855,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，韩国 SK 集团会长崔泰源周一表示，随着人工智能驱动的需求持续超过供应，全球存储芯片短缺状况可能会持续到 2030 年。英伟达最新的AI芯片所需的内存相当于大量高性能PC的内存他表示，SK 海力士将努力制定稳定 DRAM 价格的策略。关于潜在的美国 ADR 上市，崔泰源表示，此举有助于将 SK 海力士的股东基础扩展到韩国以外，增加对美国和国际投资者的曝光度，并增强其全球影响力。","market":"hk","thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQjNwJ8KtoG2931pO37b7nGaYjBUf6XOzwRFQ&s","type":0,"news_type":0,"thumbnails":["https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQjNwJ8KtoG2931pO37b7nGaYjBUf6XOzwRFQ&s"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"86a7797d6791afd6c4ae214cfa53dede","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414756.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"SK集团会长：存储芯片短缺或持续至2030年，SK海力士多管齐下应对“超长缺货周期“","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["NVDS.UK","IE0004091025.USD","IE00BQXX3C00.GBP","LU0203201768.USD","LU0689626769.HKD","IE00BKPKM429.USD","LU2023251221.USD","SG9999014567.USD","LU2361044949.HKD","SG9999002232.USD","LU0308772762.SGD","HBM","LU0265550359.USD","NVDW","NVIW.SI","DIPS","LU0640476718.USD","ANV","BK4598","LU1035775433.USD","NVII","LU2552382215.SGD","NVD3.UK","NVDX","NVDB","LU2265009873.SGD","07709","LU0320765059.SGD","NVDU","LU1989764664.SGD","NVDY","GB00BDT5M118.USD","2NVD.UK","NVDG","NVDQ","LU0124676726.USD","NVDS","NVDD","SG9999014575.USD","3NVD.UK","LU0128525929.USD","LU2211815571.USD","SNVD.UK","LU1064131342.USD","BK4529","IE0001KFT4U8.USD","LU0889565833.HKD","NVD2.UK","NVD"],"gpt_icon":1},{"id":"2619458462","title":"AI“抢走”存储产能，手机厂商如何应对涨价持久战？","url":"https://stock-news.laohu8.com/highlight/detail?id=2619458462","media":"新京报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619458462?lang=zh_cn&edition=full","pubTime":"2026-03-16 16:04","pubTimestamp":1773648240,"startTime":"0","endTime":"0","summary":"　　存储芯片涨价的影响仍在持续。　　3月16日，继OPPO、一加启动调价后，vivo与iQOO官宣部分产品建议零售价调整：受全球半导体及存储成本持续大幅上涨的影响，经慎重评估，将于3月18日10：00起，调整部分产品的建议零售价。具体机型及价格以官方渠道商品详情页展示为准。　　在此之前，三星、荣耀、小米等主流厂商已先后上调旗下新品售价，覆盖手机、平板、笔记本电脑等多个品类。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-03-16/doc-inhreknu9906684.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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16:14","pubTimestamp":1773389699,"startTime":"0","endTime":"0","summary":"在这样的供需格局下，越来越多机构判断，这一轮电子产品涨价可能不会很快结束，甚至有可能贯穿整个2026年。国家发展改革委价格监测中心2月28日发布的数据显示，截至2026年1月，全球DRAM和NAND Flash价格均创下自2016年以来的最高水平。SK海力士在近期电话会议中表示，目前DRAM与NAND库存仅剩约4周，2026年的HBM产能已经提前售罄，标准型DRAM的供应正处于极度紧张状态。这意味着，电子产品价格的变化或许并非短期波动，而是AI算力竞争带来的连锁反应。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1773330242970781631","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":"lanjinger_stock","symbols":["IE0004445239.USD","LU0061475181.USD","LU0210533765.USD","AAPU","IE00BSNM7G36.USD","LU1935042215.USD","LU1935042991.SGD","BK4571","APLY","SG9999014542.SGD","AAPB","LU0353189680.USD","LU0466842654.USD","LU0316494557.USD","LU0784385840.USD","LU2360032135.SGD","AAPW","AIYY","BK4534","LU2552382058.USD","LU0096364046.USD","LU0784385170.HKD","MACW.SI","LU2361044949.HKD","AAPD","LU1242518857.USD","SGXZ31699556.SGD","LU0353189763.USD","AI","LU1116320737.USD","LU0345768153.USD","LU1127390331.HKD","LU1720051017.SGD","LU0786609619.USD","AAPX","AAPY","LU2237438978.USD","LU2265009873.SGD","HBM","LU0820562030.AUD","LU1206712785.SGD","LU1815336760.USD","LU1868837136.USD","LU2065171402.SGD","LU0158827948.USD","LU2168563687.JPY","IE00B3S45H60.SGD","LU1242518931.SGD","BK4575"],"gpt_icon":1},{"id":"2618702429","title":"存储芯片行业告别“繁荣-崩溃”魔咒！HBM供不应求、涨价已成“新常态","url":"https://stock-news.laohu8.com/highlight/detail?id=2618702429","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618702429?lang=zh_cn&edition=full","pubTime":"2026-03-12 09:01","pubTimestamp":1773277311,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，过去数十年来，存储芯片行业持续呈现“繁荣—崩溃—再繁荣”的周期性模式，但如今，人工智能支出热潮正让存储芯片行业进入新的节奏。历史性的存储芯片荒2025年，随着全球AI基础设施建设进入爆发期，存储行业迎来“超级周期”。AI需求正在引发一场历史性的存储芯片短缺。市场研究机构IDC直言，随着AI热潮给供应带来压力，存储芯片短缺正成为“一场前所未有的危机”。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1412884.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":["BK4566","LU2458330169.SGD","HBM","BK4168","LU2286300806.USD","LU0157215616.USD","BK4575","BK4605","LU0127658192.USD","LU0082616367.USD","LU0274383776.USD","BK4528","LU2211815571.USD","LU0109392836.USD","MUD","IE00B19Z3581.USD","AIYY","LU0889565833.HKD","LU2048586759.USD","AI","BK4512","LU0642271901.SGD","LU2458330243.SGD","BK4141","IE00B7SZLL34.SGD","BK4543","MULL","BK4588","GB00BDT5M118.USD","LU1803068979.SGD","LU0081259029.USD","LU1852331112.SGD","MU","IE0002270589.USD","BK4585","IE00B5949003.HKD","IE00B19Z3B42.SGD","BK4554","BK4023","LU0056508442.USD","IE0009356076.USD","LU0203345920.USD","BK4551","LU0792757196.USD","BK4532","LU1366333091.USD","LU2089985449.USD","BK4527","LU0719512351.SGD"],"gpt_icon":1},{"id":"2617607846","title":"HBM4大战输家已现！","url":"https://stock-news.laohu8.com/highlight/detail?id=2617607846","media":"印科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617607846?lang=zh_cn&edition=full","pubTime":"2026-03-08 22:11","pubTimestamp":1772979060,"startTime":"0","endTime":"0","summary":"美光被排除在Vera Rubin HBM4供应之外目前为英伟达提供HBM3E的美光，并未进入Vera Rubin的HBM4供应商名单。在这样的背景下，三星和SK海力士被选为Vera Rubin的HBM4供应商，而美光被排除在外，被视为具有重大行业意义。由于HBM4从DRAM晶圆投片到最终封装完成通常需要6个月以上，预计两家公司最快将在本月启动大规模生产。普通DRAM价格或成变量Vera Rubin HBM4的具体订单分配与价格尚未最终确定。","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=nesSN20260308221703a4584bf6&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, 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市场预期短缺两年","url":"https://stock-news.laohu8.com/highlight/detail?id=2617672195","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617672195?lang=zh_cn&edition=full","pubTime":"2026-03-05 07:04","pubTimestamp":1772665468,"startTime":"0","endTime":"0","summary":"中东战火导致全球股市全面回档，美国包括美光在内的存储类股周二跟进韩国同行大跌，但分析师认为，存储领域基本面并未转坏，DRAM与NAND芯片价格动能正在增强，供应短缺情况可能持续至2028年。随着AI带动需求、存储供应趋紧，美光等存储芯片制造商已调涨产品价格。亚库瑞指出，美光可能正利用这波趋势签订新的长期合约，虽然“可能让渡部分短期价格上涨空间”，但这些协议应有助于未来几年带来“更可持续的营收与获利”。","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=nesSN20260305070526a6a3b902&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, 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22:05","pubTimestamp":1772633127,"startTime":"0","endTime":"0","summary":"眼下机器人手机、豆包手机等创新概念正在巴塞罗那通信展上争奇斗艳，但没等到手机迎来AI带来的爆炸性技术拐点时刻，价格拐点却率先来到。进入3月，手机涨价潮来势汹汹，多家手机厂商都传出将上调手机价格的消息，这也被认为是国内手机行业近五年来规模最大的一次普涨潮。有意思的是，眼下这波手机行业价格普涨，确实根起手机厂商们近年热炒的AI。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603043662026653.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603043662026653.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_eastmoney","symbols":["LU2168564222.USD","LU0256863902.USD","MIUmain","LU0675040207.SGD","AAPX","LU2065170008.USD","AAPW","AAPU","APLY","SOXX","BK4168","LU0494093205.USD","IE00BJLML261.HKD","81810","AAPB","IE00B3M56506.USD","LU0823421416.USD","LU0499858602.USD","LU2357305700.SGD","LU0882574139.USD","LU0096362180.USD","IE000KEQY171.SGD","USD","LU1629891620.HKD","LU1934455194.USD","AIYY","LU1815336760.USD","LU2191332357.HKD","HBM","LU0170899867.USD","LU1880383440.USD","LU1506573853.SGD","HXXD.SI","LU0795875169.SGD","LU2168564495.EUR","LU0823426308.USD","AAPD","LU0650527681.SGD","AAPY","MACW.SI","LU0724617625.USD","LU2065169927.USD","LU1303224171.USD"],"gpt_icon":1},{"id":"1119907092","title":"哈德湾矿业以合理估值强化铜业务增长潜力——市场快评","url":"https://stock-news.laohu8.com/highlight/detail?id=1119907092","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1119907092?lang=zh_cn&edition=full","pubTime":"2026-03-03 21:09","pubTimestamp":1772543345,"startTime":"0","endTime":"0","summary":"哈德湾矿业公司正加倍押注亚利桑那州，这一举措获得Raymond James分析师Judith Elliott的积极评价。这家加拿大矿业公司将以全股票交易方式收购亚利桑那索诺兰公司，交易价值约14.8亿美元。\nElliott指出，此次收购对应的资产净值倍数约为0.8倍，与同业铜开发公司估值区间的高端持平，但较铜生产商存在折价。分析师认为，虽然哈德湾通过其\"铜世界\"项目已拥有强大的铜开发管道，但此次收购仍值得肯定——它在哈德湾具备开发和运营经验的管辖区内，以合理估值提供了额外的增长潜力。\n（注：本文根据市场信息整理，不构成投资建议）","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":"","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":null,"symbols":["BK4535","BK4588","BK4168","BK4585","HBM","COPX"],"gpt_icon":0},{"id":"1170472785","title":"HudBay Minerals斥资14.8亿美元收购亚利桑那索诺兰公司，美股盘前股价下跌1.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170472785","media":"美股速递","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1170472785?lang=zh_cn&edition=full","pubTime":"2026-03-02 19:43","pubTimestamp":1772451812,"startTime":"0","endTime":"0","summary":"HudBay Minerals Inc（股票代码：HBM）宣布将以14.8亿美元收购亚利桑那索诺兰公司，受此消息影响，其在美国上市的股票在盘前交易中下跌1.8%。此次收购旨在扩大HudBay Minerals在美国铜矿资源的布局，但市场对交易价格及整合前景的担忧令股价承压。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HBM","BK4168"],"gpt_icon":0},{"id":"2614067900","title":"普徕仕：AI相关部署上维持审慎而具选择性的策略 投资重点建基于企业基本面韧性","url":"https://stock-news.laohu8.com/highlight/detail?id=2614067900","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614067900?lang=zh_cn&edition=full","pubTime":"2026-02-26 11:27","pubTimestamp":1772076446,"startTime":"0","endTime":"0","summary":"普徕仕在AI相关部署上维持审慎而具选择性的策略，投资重点建基于企业基本面韧性，而非单纯顺应市场趋势。普徕仕提到，在亚洲，对AI主题高度敏感的板块主要集中于北亚半导体及硬件产业，韩国与中国台湾省更是全球AI资本开支影响新兴市场股市表现的主要受惠市场。整体而言，中国股票与全球AI龙头的相关性较低，走势更受本地政策方向、平台经济生态及内需环境主导。","market":"fut","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":"http://www.zhitongcaijing.com/content/detail/1407464.html","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":"highlight_zhitongcaijin","symbols":["AIYY","BK4588","BK4023","BK4528","BK4543","AI","BK4168","BK4585","BK4587","HBM","VGT","BK4551"],"gpt_icon":0},{"id":"2614064448","title":"SK海力士携手Sandisk启动高频宽快闪记忆体全球标准化进程","url":"https://stock-news.laohu8.com/highlight/detail?id=2614064448","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614064448?lang=zh_cn&edition=full","pubTime":"2026-02-26 10:11","pubTimestamp":1772071905,"startTime":"0","endTime":"0","summary":"2月26日，据韩联社，闪迪与SK 海力士周三在前者总部联合举办HBF规格标准化联盟启动会，这标志着两大记忆体厂正式启动高频宽快闪记忆体的全球标准化进程。SK海力士表示，已与闪迪携手合作，开始将下一代储存技术HBF标准化，以强化其在AI芯片市场的地位。业界普遍预测，以HBF为关键零组件的整合式记忆体解决方案，市场需求将在2030年左右迎来全面扩张。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/02/26101156086258.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":"jinrongjie_highlight","symbols":["HBM","BK4168"],"gpt_icon":0},{"id":"2613420959","title":"SK海力士掌门承诺提高AI存储芯片产量 全球数据中心建设带来需求激增","url":"https://stock-news.laohu8.com/highlight/detail?id=2613420959","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613420959?lang=zh_cn&edition=full","pubTime":"2026-02-23 13:19","pubTimestamp":1771823940,"startTime":"0","endTime":"0","summary":"SK海力士的母公司SK集团会长崔泰源承诺将扩大AI存储芯片的产量，以应对全球数据中心建设带来的需求激增。　　虽然崔泰源未具体说明芯片子公司的扩张规模，SK海力士曾于1月表示，为满足英伟达等公司设计的用于训练和运行AI服务的加速器所需的HBM芯片需求，其2026年的资本支出将较去年大幅增加。SK海力士2026年的存储芯片已告售罄，美光的HBM产品也出现了同样情况。","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/2026-02-23/doc-inhnusxe6024130.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["HBM","BK4168"],"gpt_icon":0},{"id":"2613727769","title":"机构：SK海力士有望在2026年实现创纪录的盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2613727769","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613727769?lang=zh_cn&edition=full","pubTime":"2026-02-23 08:39","pubTimestamp":1771807140,"startTime":"0","endTime":"0","summary":"大信证券的Ryu Hyung-keun在一份报告中写道，SK海力士有望在2026年实现创纪录的盈利。该分析师预测，这家韩国存储芯片制造商今年的营业利润将几乎增至四倍，达到174万亿韩圆（相当于1，204亿美元），高于他之前预测的142万亿韩圆。Ryu表示，到2026年，其通用DRAM和NAND产品（两大主要存储芯片类别）的平均售价预计将分别跃升159%和91%。他补充说，到2026年底，该公司预计将继续作为高带宽存储（HBM）（DRAM市场的高端细分市场）的主要全球供应商。\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":"other","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/2026-02-23/doc-inhnuhik6218781.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["HBM","BK4168"],"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 07:04","pubTimestamp":1771801494,"startTime":"0","endTime":"0","summary":"随着人工智能(AI)服务的进步，需求不断增长，而供应仍然有限，分析师预计今年内存价格的上涨趋势将持续。","market":"hk","thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"65745b8ec3203ee99a62c1ab03abf2f8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406177.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_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","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["SMSD.UK","SNDK","STX","SSNLF","MUD","MULL","BK4168","07709","DRAM","MUU","07747","09347","HBM","WDC","MU"],"gpt_icon":1},{"id":"2613224334","title":"存储巨头最新发声：今年涨价将贯穿全年！","url":"https://stock-news.laohu8.com/highlight/detail?id=2613224334","media":"每日经济新闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613224334?lang=zh_cn&edition=full","pubTime":"2026-02-22 16:07","pubTimestamp":1771747620,"startTime":"0","endTime":"0","summary":"　　据媒体报道，近日，SK海力士在高盛的电话会上发布对存储行业及公司经营的最新观点。该公司认为：“全球存储器产业已彻底转向卖方市场，2026年价格涨势将贯穿全年。”　　SK海力士这项判断是基于AI需求爆发与供应端刚性约束的双重挤压。1月28日，SK海力士发布截至2025年12月31日的2025财年及第四季度财务报告。　　此次业绩远超2024年创下的历史最高纪录。营收同比增长逾30万亿韩元，营业利润也实现翻倍增长，刷新了历史最高年度业绩。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-02-22/doc-inhnspye7097639.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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Rubin产品，AI算力基础设施的升级节奏正明显加快。三星提前进入量产阶段，有助于增强其在高端AI存储市场中的话语权。综合来看，三星HBM4量产既是一次重要的技术里程碑，也是全球AI算力生态迈向新阶段的标志性事件。和众汇富认为，在AI长期需求支撑下，HBM赛道仍具备较强的成长确定性，但其竞争也将更加集中于技术、良率与交付能力。","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=nesSN20260213112540a6f5d8c0&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, 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