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HBMX Tuttle Capital Concentrated Memory Stack ETF
交易中 08-04 14:36:14 EDT
24.21
+1.62
+7.15%
最高
24.22
最低
23.60
成交量
2.55万
今开
23.60
昨收
22.59
日振幅
2.74%
总市值
2,929万
流通市值
2,929万
总股本
121.00万
成交额
60.95万
换手率
2.11%
流通股本
121.00万
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
资讯
新帖
简况
美国银行：美光科技回调是买入机会，目标价 1550 美元
链捕手 · 08-04 23:06
美国银行：美光科技回调是买入机会，目标价 1550 美元
费城半导体指数涨幅扩大至5% 英伟达股价上涨2.17%
每日经济新闻 · 08-04 21:43
费城半导体指数涨幅扩大至5% 英伟达股价上涨2.17%
美股存储概念股集体走高，闪迪涨超6%，SK海力士涨超5%
老虎资讯综合 · 08-04 21:41
美股存储概念股集体走高，闪迪涨超6%，SK海力士涨超5%
美股半导体板块普涨，迈威尔科技涨超11%，ARM涨超9%
老虎资讯综合 · 08-04 21:35
美股半导体板块普涨，迈威尔科技涨超11%，ARM涨超9%
美国银行：美光股价回调是买入机会
智通财经 · 08-04 21:28
美国银行：美光股价回调是买入机会
Microchip Technology携手美光科技，展示面向AI与数据中心基础设施的高性能PCIe® Gen 6存储架
智通财经 · 08-04 20:45
Microchip Technology携手美光科技，展示面向AI与数据中心基础设施的高性能PCIe® Gen 6存储架
盘前异动 | 半导体、存储、光通信概念股涨幅扩大，AAOI涨超17%、迈威尔科技涨超8%、闪迪、西部数据涨超5%
老虎资讯综合 · 08-04 19:18
盘前异动 | 半导体、存储、光通信概念股涨幅扩大，AAOI涨超17%、迈威尔科技涨超8%、闪迪、西部数据涨超5%
美光科技股价短期剧烈震荡 人工智能需求或重塑存储芯片行业长线逻辑
环球市场播报 · 08-04 18:20
美光科技股价短期剧烈震荡 人工智能需求或重塑存储芯片行业长线逻辑
Counterpoint Research：AI需求重塑2026年第二季度DRAM市场格局 三星重返榜首 美光缩小差距
智通财经 · 08-04 16:48
Counterpoint Research：AI需求重塑2026年第二季度DRAM市场格局 三星重返榜首 美光缩小差距
盘前异动 | 半导体、存储、光通信概念股走强，迈威尔科技、AAOI涨超5%，闪迪涨超4%；绩优股表现亮眼，Palantir涨近15%、Snap涨超7%
老虎资讯综合 · 08-04 16:03
盘前异动 | 半导体、存储、光通信概念股走强，迈威尔科技、AAOI涨超5%，闪迪涨超4%；绩优股表现亮眼，Palantir涨近15%、Snap涨超7%
A股收评：创业板指放量大涨5.64%，CPO、存储芯片板块集体爆发
格隆汇 · 08-04 15:29
A股收评：创业板指放量大涨5.64%，CPO、存储芯片板块集体爆发
力积电表示与美光的合作将按计划进行。
智通财经 · 08-04 15:12
力积电表示与美光的合作将按计划进行。
机构：三星电子重夺DRAM桂冠，美光科技挑战SK海力士
环球市场播报 · 08-04 12:52
机构：三星电子重夺DRAM桂冠，美光科技挑战SK海力士
美光又被起诉：纽约晶圆厂永久化学品恐流入奥奈达河
IT之家 · 08-04 11:32
美光又被起诉：纽约晶圆厂永久化学品恐流入奥奈达河
存储芯片巨头联手，重要发布
央视财经 · 08-04 11:26
存储芯片巨头联手，重要发布
存储原厂完成2027全年产能分配，DRAM及HBM产能全数售罄
每日经济新闻 · 08-04 10:12
存储原厂完成2027全年产能分配，DRAM及HBM产能全数售罄
消息称存储三大原厂“2027年产能已提前售罄”
格隆汇 · 08-04 09:11
消息称存储三大原厂“2027年产能已提前售罄”
期权聚焦 | 美光科技惊现1700万美元牛市看跌价差，机构押注中长期高位收租，看多情绪浓厚
期权女巫 · 08-04 09:00
期权聚焦 | 美光科技惊现1700万美元牛市看跌价差，机构押注中长期高位收租，看多情绪浓厚
消息称存储三大原厂已完成2027全年产能分配谈判 DRAM与HBM产能售罄
格隆汇 · 08-04 08:57
消息称存储三大原厂已完成2027全年产能分配谈判 DRAM与HBM产能售罄
业界称 2027 年 DRAM 产能已提前售罄，HBM 占 DRAM 产能近七成
链捕手 · 08-04 08:30
业界称 2027 年 DRAM 产能已提前售罄，HBM 占 DRAM 产能近七成
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公司概况
公司名称：
Tuttle Capital Concentrated Memory Stack ETF
所属市场：
CBOE
上市日期：
--
主营业务：
发行价格：
--
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人工智能需求或重塑存储芯片行业长线逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2656532573","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2656532573?lang=zh_cn&edition=full","pubTime":"2026-08-04 18:20","pubTimestamp":1785838800,"startTime":"0","endTime":"0","summary":"今年上半年，在全球人工智能热潮的推动下，美光科技股价一度飙升逾300%，并在6月下旬触及每股1255美元的历史高位。分析人士指出，当前美光科技的股价异动更多是由短暂的市场噪音和投资者的避险情绪驱动，而非企业底层经营表现出现恶化。展望未来，尽管美光科技短期内仍将面临市场情绪主导的震荡压力，但其远期估值依然具备较强吸引力。","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/usstock/c/2026-08-04/doc-inimcxxf5713295.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":["FWD","NBDS","VUSE","FTEC","DRAM","DISK","AIBU","DRMY","161631","QID","QSWN","QTOC","QQA","CWC","HBMX","MU","EFIV","WPAI","OGIG","CHAT","KOMP","AIFD","WLDR","USXF","CHPX","DQJN","XNTK","GK","MFIG","TECY","DRMP","FTXL","LCLG","CHPS","CGGO","MVPS","AGIX","AQGX","ARTY","NEWZ","RAM","PTF","SMH","09747","CPNQ","AIQU","PBOT","MUD","TARK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656714536","title":"Counterpoint Research：AI需求重塑2026年第二季度DRAM市场格局 三星重返榜首 美光缩小差距","url":"https://stock-news.laohu8.com/highlight/detail?id=2656714536","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2656714536?lang=zh_cn&edition=full","pubTime":"2026-08-04 16:48","pubTimestamp":1785833314,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据Counterpoint Research最新发布的全球存储追踪报告，三星在2026年第二季度以39%的市场份额重返全球DRAM市场第一，市场份额恢复至2024年水平。2026年第二季度，传统DRAM价格环比上涨，而HBM价格则同比下降。Counterpoint Research研究总监MS Hwang表示：“尽管SK海力士无论环比还是同比均创下历史新高水平，但由于三星和美光从两端挤压其市场份额，导致其增长速度低于竞争对手。”","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":"http://www.zhitongcaijing.com/content/detail/1475772.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999014906.USD","MU","LU2097344357.USD","BK4551","JGRO","LU0080751232.USD","ILDR","LU0056508442.USD","LU2106854487.HKD","LU2247934214.USD","CHAT","LU0174119429.USD","LU0029864427.USD","USD","LU0823414478.USD","LU1718418525.SGD","LU1979441026.SGD","SG9999014898.SGD","LU0354030438.USD","LU0345770993.USD","LU0308772762.SGD","LU1037948541.HKD","LU2028103732.USD","LU0965508806.USD","IE00B5949003.HKD","LU2102340556.USD","MUU","RULE","FAI","LU1917777945.USD","LU0316494557.USD","LU0107464264.USD","NVDS","LU2552382058.USD","SG9999002232.USD","SG9999000418.SGD","LU0912757837.SGD","LU1400636657.SGD","LU1988902786.USD","LU1244550494.USD","LU0820561909.HKD","LU1153585028.USD","LU2087625088.SGD","LU2357627491.SGD","LU2264538146.SGD","LU1992135472.HKD","EFIV","LU1815336760.USD","LU2461242641.AUD","LU2860962120.EUR","SG9999014559.SGD","NVDY","LU1935043023.USD","LU0127658192.USD","LU2089284900.SGD","LU0708994859.HKD","FXL","LU0859254822.USD","LU1066051225.USD","NVDA","LU2430703178.SGD","LU2746668461.USD","LU0053666078.USD","IE000KEQY171.SGD","SG9999015341.SGD","BK4543","LU1935043536.SGD","LU0211328371.USD","LU2954938101.SGD","LU0861579265.USD","LU1267930573.SGD","LU0353189680.USD","BK4587","IE00BKVL7J92.USD","BK4549","LU2746668974.SGD","LU0795875169.SGD","LU1261432733.SGD","METV","LU2357125470.USD","HBMX","AIQ","LU2125909247.SGD","LU2023250504.SGD","LU2471134523.USD","LU1914381329.SGD","LU2083900584.USD","NVDU","LU1821325948.USD","LU0738911758.USD","LU2168563687.JPY","FDTX","LU2322448957.HKD","TEK","BK4527","LU0557290698.USD","IE0009G5SDU7.USD","LU1066051498.USD","SG9999015978.USD","NVD","LU2394011477.USD","LU1935042215.USD","ESUM","IE00B19Z8W00.USD","LU1551013425.SGD","NVDD","IE00B19Z8X17.USD","LU0868494617.USD","LU0211327993.USD","LU1429558221.USD","LU2360106780.USD","LU0965509283.SGD","LU1868837136.USD","LU1280957306.USD","BK4533","IE00B3SWFQ91.USD","LU2271345857.HKD","BK4548","IE00B7SZLL34.SGD","IE00BJTD4V19.USD","LU0157215616.USD","LU2290526834.HKD","LU2023251221.USD","LU1868836591.USD","LEGR","IE00BFSS8Q28.SGD","LU0238689110.USD","NVIW.SI","LU1202635105.USD","LU0965509010.AUD","LU1670756490.USD","LU1983260115.SGD","SG9999014542.SGD","LU2430703251.USD","LU2125154778.USD","IE0005OL40V9.USD","EMSF","LU1548497426.USD","LU2168564149.EUR","LU1003077747.HKD","LU1145028129.USD","LU2458330169.SGD","NVDW","IE0034235188.USD","IE00BN29S564.USD","WLDR","LU0949170772.SGD","LU1037948897.HKD","LU2213496289.HKD","LU0187121727.USD","LU1732799900.SGD","MULL","LU1244550221.USD","IE00B19Z3B42.SGD","LU2433249047.HKD","LU0203201768.USD","SG9999014567.USD","BK4503","LU1084165304.USD","LU2592432038.USD","LU0256863902.USD","LU2326559502.SGD","LU0133085943.USD","LU0719512351.SGD","LU2471134796.USD","BK4614","LU2100268510.USD","LU2487616109.SGD","LU2999663052.SGD","LU0215105999.USD","LU1974910355.USD","LU1064131342.USD","IE0004445015.USD","LU1674673691.USD","LU0786609619.USD","LU3102509885.SGD","BK4566","LU1691799644.USD","ARTY","IE0003U64NQ7.SGD","LU2637965513.SGD","LU0011850046.USD","BK4575","BK4550","ESLG","LU0061474960.USD","AGOX","LU1868836757.USD","LU0096362180.USD","LU2250418816.HKD","LU1642822529.SGD","LU2417539215.USD","LU1116320737.USD","BK4141","CLSE","LU1699723380.USD","FTEC","LU0444973449.USD","LU1316542783.SGD","LU1571399168.USD","LU2347655073.USD","LU0708995401.HKD","IE00BMPRXN33.USD","MUYY","BK4612","LU2931357623.SGD","IE00BJJMRY28.SGD","SG9999014880.SGD","LU0061474705.USD","SG9999015986.USD","LU2491050154.USD","AIS","LU2361044865.SGD","LU1815333072.USD","PTF","LU1951198990.SGD","XNTK","LU0265550359.USD","LU0323591593.USD","LU0795875086.SGD","IE000YTNTUN2.SGD","IE00BMPRXR70.SGD","LU0256863811.USD","AIFD","HK0000306701.USD","LU0323240290.USD","LU1934455863.HKD","SG9999001424.SGD","SNPE","LU2168564495.EUR","HK0000320264.USD","ROM","LU2092937148.SGD","LU0210533765.USD","LU2111349929.HKD","IE00B4YYXB79.USD","LU2896262040.SGD","LU1069347547.HKD","BK4608","IE00B7KXQ091.USD","LU0511384066.AUD","LU2077746001.SGD","LU0124676726.USD","LU0466842654.USD","SOXY","HK0000304797.USD","2NVD.UK","LU0345768740.USD","LU0345769631.USD","LU2237443549.SGD","LU0251132253.USD","LU2108987350.USD","IE00BZ1G4Q59.USD","LU1242518931.SGD","LU0345768153.USD","LU1323610961.USD","LU2491049909.HKD","THMR","LU1267930730.SGD","LU1069344957.HKD","LU0882574139.USD","SGXZ51526630.SGD","LU0553294199.USD","LU0158827948.USD","LFGY","LU0689626769.HKD","LU2237443622.USD","LU0965509101.SGD","LU2360032135.SGD","LU2065171311.SGD","LU149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Research表示，美光科技有望取代SK海力士全球第二大DRAM供应商的地位，自2025年第二季度以来，其收入激增了约四倍。该研究公司表示，三星电子在2026年第二季度以39%的市场份额重夺榜首，这得益于强劲的传统DRAM定价，预计这将支撑当前季度的盈利能力。Counterpoint表示，与此同时，受HBM定价较低和早期的长期供应协议的压力影响，SK海力士第二季度的份额较上年同期的39%降至26%。中国的长鑫科技目前是增长最快的DRAM供应商，拥有7%的市场份额，该公司计划利用其近期IPO的募资额来扩大HBM和其他先进存储芯片的生产。","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/2026-08-04/doc-inimcpim5744881.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":["IE00B5949003.HKD","BK4543","VGT","IE00B19Z3B42.SGD","LU1366333091.USD","LU2023250330.USD","MUYY","LU2168564065.EUR","LU2471134523.USD","LU1914381329.SGD","IE00B19Z3581.USD","ARTY","LU1316542783.SGD","BK4579","IE00BKDWB100.SGD","07747","IE00BWXC8680.SGD","LU0320765059.SGD","LU0642271901.SGD","LU2471134879.HKD","FAI","SMH","LU0127658192.USD","LU1778281490.HKD","LU0820561909.HKD","LU0081259029.USD","SGXZ81514606.USD","LU0203345920.USD","LU0672654240.SGD","LU0056508442.USD","LU1989764664.SGD","MU","GB00BDT5M118.USD","MULL","LU1868836591.USD","AIQ","IE00B7SZLL34.SGD","AIFD","LU1551013425.SGD","LU2211815571.USD","LU2471134952.CNY","LU0274383776.USD","SKDD","TTXU","IETC","LU2168563687.JPY","LU1267930813.SGD","LU1720051108.HKD","LU0133085943.USD","XLK","LU2458330243.SGD","LU0792757196.USD","LU0787776722.HKD","LU0082616367.USD","LU2290526834.HKD","JGRO","SKHX","WUGI","SKHYV","LU2168564495.EUR","AIS","LU2756315664.SGD","MUU","LU2896262040.SGD","LU0323591593.USD","BK4575","LU2471134796.USD","LU2360107168.USD","LU2357627491.SGD","WLDR","BK4512","IE00B1XK9C88.USD","LU2048586759.USD","LU2756315318.SGD","BAI","TRFK","LU0889566641.SGD","LU1267930730.SGD","BK4170","FTEC","LU0210536198.USD","USXF","LU2357305700.SGD","LU0889565833.HKD","LU2054465674.USD","HYNX","LU2102340556.USD","BK4527","LU0820561818.USD","LU2286300806.USD","LU2750360997.AUD","BK4532","LU1145028129.USD","LU2458330169.SGD","BK4553","BK4585","LU1989764748.USD","LU1629891620.HKD","SKUU","IE0002270589.USD","IE0009356076.USD","BK4533","LU2089985449.USD","SKHY","LU1852331112.SGD","LU1868837136.USD","HBMX","LU1674673428.USD","LU2168564222.USD","FTXL","LU2543165471.USD","CHPX","BK4554","LU0203347892.USD","XNTK","LU1323610961.USD","SK","LU0256863811.USD","FDTX","SHOC","LU0964807845.USD","LU0154236417.USD","LU0943347566.SGD","IE000M9KFDE8.USD","IE0034235303.USD","LU0256863902.USD","LU0157215616.USD","RULE","SKHZ","CHPS","LU2750360641.GBP","MIC","IXN","LU1861220033.SGD","IE00BSNM7G36.USD","BOBP","LU2360106780.USD","LU1551013342.USD","LU0689472784.USD","LU0859254822.USD","LU1720051017.SGD","SOXQ","LU0238689110.USD","IE00BK4W5M84.HKD","LU1861215975.USD","SG9999001424.SGD","SGXZ99366536.SGD","LU0109391861.USD","LU0109392836.USD","EMSF","LU1868836914.USD","LU1803068979.SGD","PTF","BK4141","LU0096364046.USD","IE00BJLML261.HKD","LU0683600562.USD","BK4605","LU0061475181.USD","BK4588","MUZ","LU0417517546.SGD","BK4566","LU0719512351.SGD","LU1868836757.USD","CGGO","LU1868837300.USD","LU2250418816.HKD","IE00BK4W5L77.USD","LU2168564149.EUR","FXL","SSNLF","LU2213496289.HKD","CHAT","LU1280957306.USD","LU2931357623.SGD","LU0820562030.AUD","LU0640476718.USD","LU0708995401.HKD","LU1674673691.USD","LU1548497426.USD","PSI","SKHU","SGXZ51526630.SGD","EGGY","EFIV","LEGR","SOXX","07709"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656581078","title":"美光又被起诉：纽约晶圆厂永久化学品恐流入奥奈达河","url":"https://stock-news.laohu8.com/highlight/detail?id=2656581078","media":"IT之家","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2656581078?lang=zh_cn&edition=full","pubTime":"2026-08-04 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月，参与此次诉讼的两家组织已经针对美光提起另一项诉讼，指控该项目未能遵守纽约州环境审查程序。上个月，美光向法官申请驳回该诉讼。","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://tech.ifeng.com/c/8vJQR4zd0ZA","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0081259029.USD","SG9999001424.SGD","IE00BSNM7G36.USD","LU0642271901.SGD","LU0889565833.HKD","LU1629891620.HKD","PSI","LU0203345920.USD","LU0203347892.USD","HBMX","SGXZ81514606.USD","LU2896262040.SGD","LU0256863902.USD","BK4605","LU1803068979.SGD","IE00BWXC8680.SGD","LU0157215616.USD","LU1778281490.HKD","SGXZ51526630.SGD","LU0096364046.USD","LU2023250330.USD","IE00BJLML261.HKD","SOXX","LU0127658192.USD","USXF","LU1868836914.USD","MUU","LU0672654240.SGD","AIS","DRMY","EMSF","BK4585","LU0133085943.USD","BK4543","LU2543165471.USD","LU1551013342.USD","LU0274383776.USD","LU1280957306.USD","IE00BK4W5M84.HKD","CHAT","LU0210536198.USD","TRFK","LU2471134796.USD","FXL","LU0889566641.SGD","LU0859254822.USD","LU2168564065.EUR","LU2213496289.HKD","CGGO","LU1267930813.SGD","LU1989764748.USD","LU2360107168.USD","LU1868836757.USD","LU2048586759.USD","MUZ","LU2286300806.USD","PTF","TTXU","LU1868837300.USD","LU0683600562.USD","AIQ","LU0820562030.AUD","LU2471134952.CNY","LU1861215975.USD","LU1868837136.USD","LEGR","LU1674673428.USD","BK4579","BK4553","IE0002270589.USD","LU2168564222.USD","LU0256863811.USD","LU2357627491.SGD","LU0787776722.HKD","LU2168564149.EUR","LU0109391861.USD","LU1861220033.SGD","GB00BDT5M118.USD","IE00BKDWB100.SGD","MU","LU0109392836.USD","LU1674673691.USD","IE00B1XK9C88.USD","LU0943347566.SGD","LU0238689110.USD","SOXQ","FAI","LU2458330169.SGD","LU2360106780.USD","LU0154236417.USD","BK4554","LU1551013425.SGD","IE00B19Z3581.USD","LU2168563687.JPY","BK4566","LU1323610961.USD","VGT","LU2756315664.SGD","AIFD","LU1145028129.USD","SMH","IE0009356076.USD","EFIV","LU2290526834.HKD","DISK","LU1720051017.SGD","IE00B19Z3B42.SGD","LU0719512351.SGD","LU2211815571.USD","LU0820561818.USD","JGRO","LU2168564495.EUR","SHOC","LU0640476718.USD","XNTK","LU0792757196.USD","MIC","WLDR","BK4512","LU2471134879.HKD","LU0056508442.USD","LU1366333091.USD","IETC","FTXL","IE00B5949003.HKD","IE00B7SZLL34.SGD","LU0323591593.USD","LU0708995401.HKD","LU0082616367.USD","LU2756315318.SGD","MUD","CHPS","SGXZ99366536.SGD","LU2054465674.USD","LU2471134523.USD","IE000M9KFDE8.USD","LU2931357623.SGD","IE0034235303.USD","BK4527","LU0689472784.USD","BK4533","XLK","LU1852331112.SGD","LU1548497426.USD","LU2357305700.SGD","LU2458330243.SGD","LU0320765059.SGD","IXN","LU1989764664.SGD","BAI","LU0964807845.USD","LU0820561909.HKD","BK4575","LU1720051108.HKD","WUGI","EGGY","FTEC","LU0061475181.USD","LU2750360641.GBP","BK4588","IE00BK4W5L77.USD","MUYY","BK4532","LU1914381329.SGD","LU1868836591.USD","LU2102340556.USD","LU0417517546.SGD","RULE","LU2089985449.USD","LU1267930730.SGD","CHPX","FDTX","ARTY","BK4141","LU1316542783.SGD","LU2750360997.AUD","MULL","LU2250418816.HKD","BOBP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656816175","title":"存储芯片巨头联手，重要发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2656816175","media":"央视财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2656816175?lang=zh_cn&edition=full","pubTime":"2026-08-04 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10:12","pubTimestamp":1785809562,"startTime":"0","endTime":"0","summary":"截至8月4日9时38分，芯片概念表现活跃，同指数费率最低标的——科创芯片ETF（588290）上涨1.67%。成分股方面，源杰科技上涨12.65%，仕佳光子上涨9.54%，澜起科技上涨3.03%。消息面上，业界消息称，存储原厂已完成2027全年产能分配。三大厂DRAM与HBM产能已全部售罄；NANDFlash虽未如DRAM般紧缺，但至2026年8月底前的产能也基本被订完。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608043830859393.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/202608043830859393.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":"stock_eastmoney","symbols":["BK4588","MUU","DRAL","RAM","MULL","HBMX","DISK","DRMY","DRAM","DRMP","MUYY","MUZ","MIC","MUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656569585","title":"消息称存储三大原厂“2027年产能已提前售罄”","url":"https://stock-news.laohu8.com/highlight/detail?id=2656569585","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2656569585?lang=zh_cn&edition=full","pubTime":"2026-08-04 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产能近七成","url":"https://stock-news.laohu8.com/highlight/detail?id=2656583250","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2656583250?lang=zh_cn&edition=full","pubTime":"2026-08-04 08:30","pubTimestamp":1785803433,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 DIGITIMES 报道，业界人士透露三大内存原厂已提前完成2027年全年产能分配谈判，DRAM 与 HBM 产能均告售罄。NAND Flash 方面，虽不如 DRAM 紧张，但预计 2026 年 8 月底前产能也将被预订完毕。威刚董事长陈立白证实，HBM 与 AI 服务器相关应用将占 DRAM 产能近七成，PC及手机用DRAM供给将相对有限。\n\n业界评估，三星、美光、SanDisk 的 2027 年全年 NAND 产能也已预售一空，铠侠与SK海力士预计在8月底前确认。SK集团会长崔泰源此前表示，2027年AI半导体需求较2026年有望大增 60-100%，存储需求增幅估达 50-60%，供需缺口恐持续扩大，可能面临“史上最严重短缺”。业内人士指出，产能分配模式相较2026年更有秩序，但原厂能提供的额度通常只有客户需求的 60-70%，部分中小买家仍面临无货可买的困境。存储器价格涨幅2027年或趋缓，但居高不下恐成常态。 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