应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。
关闭
WDC 西部数据
盘前交易 01-07 05:03:09 EST
219.38
+31.50
+16.77%
盘前
217.50
-1.88
-0.86%
05:02 EST
最高
221.23
最低
188.36
成交量
1,718万
今开
189.62
昨收
187.88
日振幅
17.50%
总市值
750.06亿
流通市值
745.89亿
总股本
3.42亿
成交额
36.36亿
换手率
5.05%
流通股本
3.40亿
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
--
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
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 · 57分钟前
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%
投资者狂买！AI需求点燃行情，存储股成华尔街新宠
金十数据 · 13:13
投资者狂买！AI需求点燃行情，存储股成华尔街新宠
闪迪一夜暴涨28%！老黄一句话，存储行情又燃了，AI市场逻辑从“买铲子”转向“建仓库”
华尔街见闻 · 10:41
闪迪一夜暴涨28%！老黄一句话，存储行情又燃了，AI市场逻辑从“买铲子”转向“建仓库”
今晚，涨疯了！
中国基金报 · 00:18
今晚，涨疯了！
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 23:12
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
美股存储概念股涨幅持续扩大，四巨头股价齐刷历史新高
老虎资讯综合 · 01-06 23:00
美股存储概念股涨幅持续扩大，四巨头股价齐刷历史新高
内存芯片股盘前集体上扬 行业报告预示芯片短缺将推高存储价格
美股速递 · 01-05 18:36
内存芯片股盘前集体上扬 行业报告预示芯片短缺将推高存储价格
AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%
华尔街见闻 · 01-05 17:45
AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%
存储概念股拉升，美光科技新年首个交易日即创新高，SanDisk大涨近11%
老虎资讯综合 · 01-02
存储概念股拉升，美光科技新年首个交易日即创新高，SanDisk大涨近11%
2025年回顾｜AI浪潮下存储“超级周期”来袭！SanDisk年内飙升577%成最大赢家
老虎资讯综合 · 01-01
2025年回顾｜AI浪潮下存储“超级周期”来袭！SanDisk年内飙升577%成最大赢家
存储概念股上涨，美光创新高，三星、海力士上调HBM报价
老虎资讯综合 · 2025-12-24
存储概念股上涨，美光创新高，三星、海力士上调HBM报价
三星电子、SK海力士等上调明年HBM3E价格，涨幅接近20%
老虎资讯综合 · 2025-12-24
三星电子、SK海力士等上调明年HBM3E价格，涨幅接近20%
京东与西部数据深化战略合作 共筑AI时代存储产业新生态
中关村在线 · 2025-12-23
京东与西部数据深化战略合作 共筑AI时代存储产业新生态
西部数据(WDC)盘前涨超4% 摩根士丹利将公司列为超配标的
金吾财讯 · 2025-12-18
西部数据(WDC)盘前涨超4% 摩根士丹利将公司列为超配标的
海外及传媒年度策略：算力飞轮、多极模型生态与Agent化生产力
华安证券 · 2025-12-17
海外及传媒年度策略：算力飞轮、多极模型生态与Agent化生产力
美股开盘 | 三大指数集体高开！存储概念股普涨，Sandisk涨超3%
老虎资讯综合 · 2025-12-15
美股开盘 | 三大指数集体高开！存储概念股普涨，Sandisk涨超3%
美股存储概念股盘前集体走高！SanDisk涨近4%，美光科技、希捷科技涨超2%
老虎资讯综合 · 2025-12-15
美股存储概念股盘前集体走高！SanDisk涨近4%，美光科技、希捷科技涨超2%
希捷科技盘前涨2.18%，西部数据盘前涨1.75%
每日经济新闻 · 2025-12-15
希捷科技盘前涨2.18%，西部数据盘前涨1.75%
摩根大通2026年存储市场展望：今年巨头市值逼近1万亿美元，2027年1.5万亿美元
华尔街见闻 · 2025-12-15
摩根大通2026年存储市场展望：今年巨头市值逼近1万亿美元，2027年1.5万亿美元
纳斯达克宣布渤健、CDW Corporation、GLOBALFOUNDRIES、lululemon athletica、安森美半导体、Trade Desk 将退出纳斯达克100指数
投资观察 · 2025-12-13
纳斯达克宣布渤健、CDW Corporation、GLOBALFOUNDRIES、lululemon athletica、安森美半导体、Trade Desk 将退出纳斯达克100指数
加载更多
公司概况
公司名称：
西部数据
所属市场：
NASDAQ
上市日期：
--
主营业务：
西部数据公司是一家特拉华州公司。该公司的使命是通过利用数据使用的可能性来释放数据的潜力。该公司是基于NAND闪存和硬盘驱动器技术的数据存储设备和解决方案的领先开发商、制造商和供应商。凭借专门的基于闪存的产品和硬盘驱动器业务部门推动存储技术的进步，该公司广泛且不断扩大的产品组合为从学生、游戏玩家和家庭办公室到大型企业和公共云的所有人提供强大的Flash和HDD存储解决方案，以捕获、保存、访问和转换日益多样化的数据。该公司在Flash和HDD方面拥有广泛的技术和产品组合，面向“云”、“客户端”和“消费者”等多个终端市场。
发行价格：
--
{"stockData":{"symbol":"WDC","market":"US","secType":"STK","nameCN":"西部数据","latestPrice":219.38,"timestamp":1767733200000,"preClose":187.88,"halted":0,"volume":17178444,"hourTrading":{"tag":"盘前","latestPrice":217.5,"preClose":219.38,"latestTime":"05:02 EST","volume":6505,"amount":1413066.7089,"timestamp":1767780130304},"delay":0,"floatShares":340000000,"shares":341899281,"eps":6.897759,"marketStatus":"盘前交易","change":31.5,"latestTime":"01-07 05:03:09 EST","open":189.615,"high":221.23,"low":188.355,"amount":3635935516.72584,"amplitude":0.174979,"askPrice":218.44,"askSize":6,"bidPrice":217.3,"bidSize":5,"shortable":3,"etf":0,"ttmEps":6.897759,"tradingStatus":1,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1767796200000},"marketStatusCode":1,"adr":0,"adrRate":0,"exchange":"NASDAQ","adjPreClose":219.38,"dividendRate":0.000912,"preHourTrading":{"tag":"盘前","latestPrice":217.5,"preClose":219.38,"latestTime":"05:02 EST","volume":6505,"amount":1413066.7089,"timestamp":1767780130304},"postHourTrading":{"tag":"盘后","latestPrice":220.6974,"preClose":219.38,"latestTime":"19:59 EST","volume":1030988,"amount":226231725.477699,"timestamp":1767747596870},"volumeRatio":2.853407037458918,"optionData":{"bulkOrders":[{"symbol":"WDC","call":true,"expireDate":1768539600000,"strike":"250.0","timestamp":1767725101592,"price":2.2,"volume":1922,"amount":422840,"type":"-"}]},"impliedVol":0.7901,"impliedVolPercentile":0.9518},"requestUrl":"/m/hq/s/WDC","defaultTab":"news","newsList":[{"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 17:07","pubTimestamp":1767776822,"startTime":"0","endTime":"0","summary":"花旗在其最新的展望中，展现了比野村证券更为激进的看涨姿态。分析师认为，受AI Agent普及和AI 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":"","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":["MU","MULL","SMSD.UK","MUD","STX","MUU","SSNLF","WDC","SNDK","07709","09347","07747"],"gpt_icon":1},{"id":"2601829624","title":"投资者狂买！AI需求点燃行情，存储股成华尔街新宠","url":"https://stock-news.laohu8.com/highlight/detail?id=2601829624","media":"金十数据","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601829624?lang=zh_cn&edition=full","pubTime":"2026-01-07 13:13","pubTimestamp":1767762780,"startTime":"0","endTime":"0","summary":"投资者对半导体与存储需求的预期进一步提振板块表现。这一逻辑在交易中体现为对存储相关资产的热情追捧，令存储板块在科技股轮动中表现突出。虽然市场仍在等待本周即将公布的关键经济数据，如美国就业报告等，但短期内资金对AI与存储板块的关注度明显提升。投资者在挑选标的时更偏向于直接受益于AI与数据存储需求上升的公司。","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=nesSN20260107131301a6fd1f2a&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=nesSN20260107131301a6fd1f2a&s=b","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":"tencent","symbols":["LU0274383776.USD","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU0889566641.SGD","LU1035773651.USD","LU1670627923.USD","BK4527","LU0642271901.SGD","LU2211815571.USD","LU0006061336.USD","LU2286300806.USD","BK4579","LU2931357623.SGD","LU0157215616.USD","BK4585","BK4605","LU0719512351.SGD","LU2360106780.USD","GB00BDT5M118.USD","LU0444971666.USD","MU","LU0082616367.USD","LU1823568750.SGD","BK4532","LU2250418816.HKD","BK4554","LU1366333091.USD","BK4170","IE00B894F039.SGD","LU2048586759.USD","LU1815336760.USD","LU1316542783.SGD","LU0081259029.USD","IE00B19Z3581.USD","BK4588","LU0476273544.USD","BK4553","BK4566","LU1046421795.USD","LU1235294995.USD","BK4141","LU0127658192.USD","LU0957808578.USD","LU0203345920.USD","LU0444973449.USD","IE0002270589.USD","LU0056508442.USD","LU1852331112.SGD","BK4512","LU0792757196.USD","LU1267930813.SGD","LU1670628061.USD","IE00B19Z9P08.USD","BK4533","LU1642822529.SGD","LU1069347547.HKD","LU2089985449.USD","STX","WDC","IE00B19Z9Z06.USD","LU0203347892.USD","LU1323610961.USD","BK4575","BK4543","SNDK"],"gpt_icon":1},{"id":"2601053828","title":"闪迪一夜暴涨28%！老黄一句话，存储行情又燃了，AI市场逻辑从“买铲子”转向“建仓库”","url":"https://stock-news.laohu8.com/highlight/detail?id=2601053828","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601053828?lang=zh_cn&edition=full","pubTime":"2026-01-07 10:41","pubTimestamp":1767753682,"startTime":"0","endTime":"0","summary":"市场正在经历从“买铲子”到“建仓库”的逻辑切换。周二美股市场存储概念股集体飙升，闪迪暴涨27.56%，创下自2月以来的最佳单日表现。这一轮暴涨并非偶然，而是市场对AI发展阶段认知的深刻修正。AI推理与多模态：数据爆炸的真正推手市场对存储板块的重估，核心逻辑在于AI工作负载的性质转变。除了数据中心，AI正在快速向边缘设备渗透。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":{"source":null,"url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107104535a4a5ad2a&s=b","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107104535a4a5ad2a&s=b","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","STX","MU","SNDK"],"gpt_icon":1},{"id":"2601819771","title":"今晚，涨疯了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2601819771","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601819771?lang=zh_cn&edition=full","pubTime":"2026-01-07 00:18","pubTimestamp":1767716294,"startTime":"0","endTime":"0","summary":"【导读】存储芯片涨疯了大家好，今晚继续关注海外市场的表现。美股上涨1月6日晚间，美股三大指数继续上涨。到目前为止，股市投资者对委内瑞拉局势紧张基本不为所动，三年牛市仍在延续，而这轮行情主要由对AI相关股票的需求推动。周二公布的美国服务业PMI低于预期，进一步抬升了市场对降息的押注；本周稍晚还将发布商业活动与就业市场数据。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601073610554444.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/202601073610554444.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":["SG9999014542.SGD","LU0289960550.SGD","IE00BK4W5M84.HKD","IE000ITXATA3.USD","LU0823421333.USD","LU2471134952.CNY","LU0345769631.USD","LU1037948897.HKD","LU1633808545.USD","IE000W1ABFV2.USD","LU0234570918.USD","LU2168564065.EUR","LU2491050154.USD","IE00BDCRKT87.USD","LU1923623000.USD","IE00BJJMRX11.SGD","LU0211327993.USD","LU2294711713.HKD","SG9999002232.USD","LU1699723380.USD","LU0158827948.USD","LU1951200564.SGD","LU0345768153.USD","LU0094547139.USD","LU1815336760.USD","BK4543","LU1814569148.SGD","LU0070217475.USD","LU1861127337.USD","LU0210536198.USD","BK4503","LU1821325948.USD","LU1720051108.HKD","LU1066051498.USD","BK4527","LU1429558221.USD","LU0672654240.SGD","LU2213496289.HKD","IE00BN29S564.USD","LU2403377893.USD","IE00BFSS7M15.SGD","LU1992135399.USD","SG9999015341.SGD","HK0000320264.USD","LU2543165471.USD","LU0170899867.USD","LU2750360641.GBP","LU0787776722.HKD","LU2286300806.USD","LU0053666078.USD","LU2168563687.JPY","LU0528227936.USD","LU1974910355.USD","IE00B4JS1V06.HKD","LU1116320737.USD","IE00BHPRN162.USD","BK4168","LU0265550946.USD","IE00B775H168.HKD","LU1861220033.SGD","LU0957808578.USD","LU0029864427.USD","SG9999002224.SGD","LU2322448791.USD","LU0943347566.SGD","LU1642822529.SGD","IE00BYXW3230.USD","LU0215105999.USD","SGXZ81514606.USD","LU2249611893.SGD","WDC","HK0000320223.HKD","LU2756315664.SGD","LU0096362180.USD","STX","LU0069063385.USD","LU0444973449.USD","LU0444971666.USD","LU2461242641.AUD","LU2065171402.SGD","LU2023250504.SGD","LU0868494708.USD","LU2125909759.SGD","SG9999015952.SGD","IE000YTNTUN2.SGD","LU0082616367.USD","LU1242518857.USD","IE0004445015.USD","LU2237957811.SGD","LU0823434583.USD","LU0211328371.USD","IE00BFSS8Q28.SGD","LU0107464264.USD","LU1923622291.USD","IE0034235295.USD","LU2487616109.SGD","LU0081259029.USD","LU1691799644.USD","LU0347712357.USD","LU0276348264.USD","LU1804176565.USD","LU1917777945.USD","LU2242649171.HKD","LU0256863811.USD","IE00B3M56506.USD","LU2168564149.EUR","LU1992135472.HKD","BK4023","LU2462157665.USD","LU2746668461.USD","LU2097344431.USD","IE00BMPRXQ63.HKD","IE00BJTD4V19.USD","LU2430703178.SGD","LU0494093205.USD","LU1261432733.SGD","NVDS","NVIW.SI","LU1868836757.USD","LU0128525929.USD","IE0009356076.USD","LU2756315318.SGD","LU0342679015.USD","LU1064131342.USD","LU1551013425.SGD","BK4608","LU1551013342.USD","LU2896262040.SGD","LU0048584097.USD","LU2097344357.USD","LU1989764748.USD","LU1923622614.USD","LU0310799852.SGD","LU2089985449.USD","LU2272731865.HKD","IE00BJTD4N35.SGD","LU1145028129.USD","IE0004091025.USD","LU0266013472.USD","LU0708994859.HKD","LU1989772840.SGD","LU2092937148.SGD","IE0003U64NQ7.SGD","LU2106854487.HKD","IE00BJJMRY28.SGD","LU0823434740.USD","LU1244550494.USD","LU2322448957.HKD","LU0187121727.USD","LU1280957306.USD","IE00BJLML261.HKD","LU1244550577.SGD","IE00B3SWFQ91.USD","SG9999017495.SGD","LU0238689110.USD","BK4581","LU2272731782.SGD","LU1914381329.SGD","LU1232071149.USD","LU2271345857.HKD","NVDD","IE00B19Z9505.USD","LU1119994496.HKD","BK4585","SG9999018857.SGD","IE00BD6J9T35.USD","LU1868837136.USD","SG9999015945.SGD","IE00B1XK9C88.USD","AI","LU0965509101.SGD","IE00BKVL7J92.USD","IE0034235303.USD","SG9999000418.SGD","BK4549","IE00B4YYXB79.USD","LU1721428933.USD","SGXZ99366536.SGD","IE0004445239.USD","LU1116320901.HKD","LU0079474960.USD","LU0056508442.USD","IE0004086264.USD","LU0640476718.USD","LU0353189763.USD","BK4554","LU1267930573.SGD","LU2592432038.USD","LU0882574139.USD","LU1951198990.SGD","LU0724617625.USD","LU2111349929.HKD","LU0061474960.USD","IE00B19Z8W00.USD","LU0868494617.USD","LU1323610961.USD","LU0274383776.USD","LU0957791311.USD","NVDA","LU2108987350.USD","LU2360032135.SGD","LU2272731600.USD","LU1674673428.USD","LU1629891620.HKD","LU0308772762.SGD","LU2087621335.USD","IE00BQXX3C00.GBP","LU0345769128.USD","LU0265550359.USD","LU2463028550.USD","LU1935042488.USD","LU1242518931.SGD","LU0175139822.USD","LU1935043023.USD","LU1496350171.SGD","LU2931357623.SGD","NVD2.UK","LU2552382132.HKD","BK4592","NVDS.UK","LU2360107168.USD","LU0823414551.USD","LU0820561909.HKD","LU0057025933.USD","SG9999015358.SGD","LU1548497426.USD","LU1366192091.USD","LU2471134523.USD","LU0203202063.USD","LU2430703251.USD","LU1066053197.SGD","LU2211815571.USD","LU0077335932.USD","HK0000306701.USD","LU0965509283.SGD","LU1935042215.USD","IE00B7KXQ091.USD","BK4532","LU0289739343.SGD","LU0345768740.USD","LU0124676726.USD","IE0005OL40V9.USD","LU0234572021.USD","LU0354030511.USD","LU1066051225.USD","LU2326559502.SGD","LU2290526834.HKD","LU2456880835.USD","LU1069344957.HKD","LU0683600562.USD","LU2413666426.HKD","LU0965508806.USD","BK4605","BK4551","LU2361044949.HKD","LU1035775433.USD","LU0225283273.USD","LU2361045086.USD","LU2125154935.USD","LU1935042991.SGD","LU0256863902.USD","LU1316542783.SGD","LU1934455277.USD","LU0861579265.USD","LU2491050071.SGD","LU2505996681.GBP","SGXZ51526630.SGD","BK4533","LU2125909247.SGD","LU2417539215.USD","SGXZ23171101.USD","LU0289961442.SGD","3NVD.UK","LU2746668974.SGD","LU0072462426.USD","LU2505996509.AUD","LU2237957902.USD","LU2430703095.HKD","LU2357125470.USD","LU0097036916.USD","LU2083900584.USD","LU0267386448.USD","LU2191332357.HKD","LU2381873111.SGD","LU2077746001.SGD","LU0323591593.USD","LU2054465674.USD","LU2860962120.EUR","IE00BZ1G4Q59.USD","BK4548","IE0034235188.USD","LU2250418816.HKD","LU2491049909.HKD","LU0719512351.SGD","LU2413666699.HKD","SG9999014567.USD","LU2506951792.HKD","LU0158827781.USD","GB00BDT5M118.USD","IE00BQXX3F31.USD","BK4529","LU0965509010.AUD","LU0061474705.USD","LU1066051811.HKD","LU2063271972.USD","LU2028103732.USD","LU0476273544.USD","LU0788109477.HKD","MU","SG9999014914.USD","IE00BKPKM429.USD","LU2452424414.USD","SG9999004303.SGD","LU0316494557.USD","LU2552382058.USD","SGXZ31699556.SGD","LU2360106780.USD","LU0557290698.USD","LU2125909593.SGD","SG9999014898.SGD","IE00BMPRXN33.USD","LU0109391861.USD","LU0320765059.SGD","LU1037948541.HKD","LU2236285917.USD","LU1791710582.SGD","LU0310800379.SGD","LU0198837287.USD","LU1718418525.SGD","LU1868836914.USD","IE0009G5SDU7.USD","LU0109392836.USD","LU0353189680.USD","IE00B5949003.HKD","LU1712237335.SGD","NVDY","BK4612","LU2242650005.HKD","LU2168564222.USD","LU0979878070.USD","LU0466842654.USD","LU1935043536.SGD","LU0642271901.SGD","LU1778281490.HKD","LU1267930730.SGD","LU0390134368.USD","BK4567","IE00BK4W5L77.USD","SNVD.UK","LU2244417387.USD","SG9999014906.USD","LU0345770993.USD","LU0820562030.AUD","LU1674673691.USD","LU0889565833.HKD","IE00B1BXHZ80.USD","SG9999018865.SGD","LU2065171311.SGD","IE00B19Z8X17.USD","LU2023250330.USD","LU2471134796.USD","LU2065169927.USD","LU2087625088.SGD","LU0251132253.USD","LU0061475181.USD","BK4587","IE00BDRTCR15.USD","NVD3.UK","BK4550","LU0689626769.HKD","NVD","SG9999014575.USD","LU1815333072.USD","SG9999015978.USD","LU1435385759.SGD","BK4588","LU2357305700.SGD","LU1839511570.USD","LU0708995401.HKD","LU0354030438.USD","LU1496350502.SGD","LU2237438978.USD","LU2089283258.USD","LU2458330243.SGD","LU0472753341.HKD","LU1571399168.USD","LU0080751232.USD","LU2125154778.USD","2NVD.UK","LU2750360997.AUD","LU0203201768.USD","LU0154236417.USD","LU2420271590.USD","LU1852331112.SGD","LU0511384066.AUD","HK0000306685.HKD","LU2473716301.USD","BK4579","LU0096364046.USD","LU1989772923.USD","LU1989764664.SGD","LU0417517546.SGD","LU0823421416.USD","LU1127390331.HKD","SG9999014559.SGD","LU0964807845.USD","LU1720051017.SGD","SG9999001424.SGD","LU0106261372.USD","LU2471134879.HKD","IE00BWXC8680.SGD","NVDU","IE00BKDWB100.SGD","BK4534","LU2092627202.USD","LU0348723411.USD","LU2168564495.EUR","IE0001KFT4U8.USD","BK4598","LU1934455863.HKD","IE00BZ199S13.USD","LU0210528500.USD","LU2023251221.USD","SG9999015986.USD","LU0985320562.USD","LU2433249047.HKD","LU1623119135.USD","LU1868837300.USD","LU2265009873.SGD","LU1244550221.USD","LU0006306889.USD","LU1267930490.SGD","LU1791710400.SGD","BK4528","LU1983260115.SGD","IE00BMPRXR70.SGD","LU1988902786.USD","BK4141","LU0127658192.USD","LU0689472784.USD","LU0345770308.USD","LU0942090050.USD","LU2065170008.USD","JCI","LU2089284900.SGD","LU0210533765.USD","LU2458330169.SGD","LU1366333091.USD","LU2247934214.USD","LU0823414478.USD","NVDX","LU2602419157.SGD","LU1934455194.USD","LU0157215616.USD","LU2125909916.SGD","LU2552382215.SGD","LU1861215975.USD","LU2361044865.SGD","LU0786609619.USD","LU1868836591.USD","LU1803068979.SGD","IE00BQXX3D17.EUR","LU2264538146.SGD","IE000KEQY171.SGD","SG9999014880.SGD","BK4614","LU1084165304.USD","LU0820561818.USD"],"gpt_icon":1},{"id":"1105543328","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","url":"https://stock-news.laohu8.com/highlight/detail?id=1105543328","media":"华尔街见闻","labels":["dataReport"],"top":1,"itemType":null,"share":"https://www.laohu8.com/m/news/1105543328?lang=zh_cn&edition=full","pubTime":"2026-01-06 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":"","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":["07709","STX","WDC","07747","SNDK","MU"],"gpt_icon":1},{"id":"1158174532","title":"美股存储概念股涨幅持续扩大，四巨头股价齐刷历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1158174532","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1158174532?lang=zh_cn&edition=full","pubTime":"2026-01-06 23:00","pubTimestamp":1767711653,"startTime":"0","endTime":"0","summary":"1月6日，美股存储概念股盘初集体走强，SanDisk涨超13%、$美光科技(MU)$涨超4%，股价续刷历史新高；$希捷科技(STX)$涨超4%，$西部数据(WDC)$涨超3%。","market":"us","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":"ad2d02cfbca272f8dcb4b8bd3f75f71c","theme_name":"🔥热榜No.14 · 闪迪推出全新Optimus系列品牌重塑计划引发股价大涨","theme_type":2,"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":["MU","WDC","STX","SNDK"],"gpt_icon":0},{"id":"1121232650","title":"内存芯片股盘前集体上扬 行业报告预示芯片短缺将推高存储价格","url":"https://stock-news.laohu8.com/highlight/detail?id=1121232650","media":"美股速递","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1121232650?lang=zh_cn&edition=full","pubTime":"2026-01-05 18:36","pubTimestamp":1767609370,"startTime":"0","endTime":"0","summary":"受行业报告指出芯片供应短缺可能推高存储产品价格的消息提振，内存芯片相关企业的股价在盘前交易中普遍走高。市场分析师指出，全球半导体产业链的紧张态势正从逻辑芯片向存储领域蔓延，供需失衡可能持续至明年一季度。行业报告显示，由于上游晶圆代工产能持续紧张，存储芯片的交货周期已延长至18周以上。部分经销商开始囤积库存，进一步加剧了市场供应压力。机构预测DRAM和NAND Flash价格可能在第四季度出现5%-10%的涨幅。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1c42adf4397258004b02bb04aa12edbe","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4608","LU0056508442.USD","BK4023","LU0889566641.SGD","BK4527","LU1069347547.HKD","BK4575","LU0127658192.USD","LU0203347892.USD","LU1366333091.USD","IE00B19Z3B42.SGD","IE00B19Z9Z06.USD","IE00B7SZLL34.SGD","GB00BDT5M118.USD","LU0957808578.USD","LU1670627923.USD","LU0274383776.USD","LU0444973449.USD","LU1670628061.USD","LU2048586759.USD","BK4170","LU2360106780.USD","IE0002270589.USD","LU1642822529.SGD","BK4585","IMOS","MU","BK4512","IE00B19Z9P08.USD","LU0444971666.USD","LU2250418816.HKD","LU0719512351.SGD","WDC","BK4532","BK4141","LU0006061336.USD","BK4579","LU1323610961.USD","LU0792757196.USD","LU1852331112.SGD","IE00B19Z3581.USD","LU1046421795.USD","LU1267930813.SGD","BK4116","LU1823568750.SGD","LU1035773651.USD","BK4554","LU2931357623.SGD","LU0157215616.USD","LU1815336760.USD","BK4543","BK4553","LU2089985449.USD","LU2211815571.USD","BK4588","4DS.AU","LU0642271901.SGD","BK4566","BK4609","BK4605","IE00B894F039.SGD","LU0203345920.USD","LU0476273544.USD","STX","LU0081259029.USD","LU2286300806.USD","LU1235294995.USD","BK4533","LU1316542783.SGD","LU0082616367.USD"],"gpt_icon":0},{"id":"1137107416","title":"AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137107416","media":"华尔街见闻","labels":[],"top":1,"itemType":null,"share":"https://www.laohu8.com/m/news/1137107416?lang=zh_cn&edition=full","pubTime":"2026-01-05 17:45","pubTimestamp":1767606346,"startTime":"0","endTime":"0","summary":"周一，据媒体援引行业匿名人士消息，$三星电子$与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。据悉，$三星$与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":{"source":"lsy1762389672944","url":"https://wallstreetcn.com/articles/3762568","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"2dca44471b7e544ebcd6645c05444b75","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3762568","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["STX","07747","WDC","07709","SNDK","MU"],"gpt_icon":1},{"id":"1189982969","title":"存储概念股拉升，美光科技新年首个交易日即创新高，SanDisk大涨近11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189982969","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1189982969?lang=zh_cn&edition=full","pubTime":"2026-01-02 22:55","pubTimestamp":1767365704,"startTime":"0","endTime":"0","summary":"西部数据涨近6%，希捷科技涨超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/ad5f0c0b433bb5a44eddbe0f8b56acd2","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ad5f0c0b433bb5a44eddbe0f8b56acd2"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"39a78e3a6e35ebdf0926b435d888bcdd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","STX","MU","SNDK"],"gpt_icon":0},{"id":"1111703860","title":"2025年回顾｜AI浪潮下存储“超级周期”来袭！SanDisk年内飙升577%成最大赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=1111703860","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1111703860?lang=zh_cn&edition=full","pubTime":"2026-01-01 10:20","pubTimestamp":1767234000,"startTime":"0","endTime":"0","summary":"2025年随着AI数据中心对存储芯片需求激增，行业迎来超级周期。电力是制约AI数据中心建设的另一大瓶颈，相关概念股被资金爆炒，燃料电池龙头$Bloom Energy$年内飙升291.22%；为应对AI算力需求激增与地面电力瓶颈，美国科技巨头集体转向“太空数据中心”构想，太空概念股$回声星通信$、$AST SpaceMobile $年内表现亮眼，分别录得374.67%、244.22%的涨幅。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","SNDK","SATS","ASTS","BE","AU","MU","GFI","LITE","STX"],"gpt_icon":1},{"id":"1150025068","title":"存储概念股上涨，美光创新高，三星、海力士上调HBM报价","url":"https://stock-news.laohu8.com/highlight/detail?id=1150025068","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1150025068?lang=zh_cn&edition=full","pubTime":"2025-12-24 22:40","pubTimestamp":1766587203,"startTime":"0","endTime":"0","summary":"本次涨价在业内较为罕见。","market":"us","thumbnail":"https://static.tigerbbs.com/9d0d1792c869b9162416a711097f50dd","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9d0d1792c869b9162416a711097f50dd"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a9187f380fac522ebbbb620433779fa4","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":["SNDK","STX","MU","WDC"],"gpt_icon":0},{"id":"1161532557","title":"三星电子、SK海力士等上调明年HBM3E价格，涨幅接近20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161532557","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1161532557?lang=zh_cn&edition=full","pubTime":"2025-12-24 15:17","pubTimestamp":1766560658,"startTime":"0","endTime":"0","summary":"本次涨价在业内较为罕见。","market":"us","thumbnail":"https://community-static.tradeup.com/news/1f8169d9cbf43f7cfc4b169471d1cd24","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/1f8169d9cbf43f7cfc4b169471d1cd24"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3a183bf40ecf9b0f13e1202b640354d2","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":["MU","WDC","SNDK","STX"],"gpt_icon":0},{"id":"2593936084","title":"京东与西部数据深化战略合作 共筑AI时代存储产业新生态","url":"https://stock-news.laohu8.com/highlight/detail?id=2593936084","media":"中关村在线","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593936084?lang=zh_cn&edition=full","pubTime":"2025-12-23 16:47","pubTimestamp":1766479657,"startTime":"0","endTime":"0","summary":"12月23日，京东与全球领先的存储解决方案提供商西部数据正式签署战略合作协议。在此背景下，京东与西部数据的战略合作显得尤为重要。京东将依托自身供应链能力，结合西部数据产能规划，协同推动大容量产品在企业市场的增长，助力各类用户实现数据存储的效能提升与成本优化。京东与西部数据此次合作，不仅是双方在资源、渠道与营销上的深度融合，更是基于用户真实需求与行业发展趋势所做出的积极响应。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223165047a46e2a30&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=nesSN20251223165047a46e2a30&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1642822792.SGD","LU0164865239.USD","LU0384037296.USD","LU1813983027.USD","LU1023057109.AUD","LU1044874839.SGD","WDC","JD","LU0469268626.HKD","LU0051755006.USD","LU0359201885.HKD","IE00BGV7N243.SGD","LU0039217434.USD","LU0588545490.SGD","LU0231483743.USD","LU0128522157.USD","LU0417516738.SGD","LU0588546209.SGD","LU1366334651.USD","LU0588545904.SGD","LU0140636845.USD","LU0327786744.USD","LU1808992512.USD","LU0164880469.USD","IE0032431581.USD","LU1282651048.USD","LU0868486357.SGD","LU0499858602.USD","LU1251922891.USD","IE00B3M56506.USD","LU1720050803.USD","LU1481107354.HKD","LU0293314216.USD","BK1591","LU1282649067.USD","LU0865486749.SGD","LU0708995583.HKD","09618","LU0084288322.USD","LU0307460666.USD","LU0359202008.SGD","LU0029875118.USD","LU0456846285.SGD","LU2039709279.SGD","LU1282649810.SGD","LU0417516902.SGD","LU0228367735.SGD","LU1770034418.SGD","LU0314109678.HKD","LU1044876610.USD","LU0543330483.HKD","LU1794554557.SGD","LU1044875133.USD","LU0650527681.SGD","LU0499858438.USD","SG9999002828.SGD","LU0456827905.SGD","LU0345776255.USD","BK1575","LU0348805143.USD","SG9999002562.SGD","LU0488056044.USD","LU0320764599.SGD","IE00B29SXG58.USD","LU0211977185.USD","LU1224444064.USD","LU0828237510.HKD","BK1615","LU0348735423.USD","LU0359201612.USD","LU0348825331.USD","LU2242644610.SGD","89618","LU0531971595.HKD","LU0431992006.USD","LU0259732245.USD","LU2257852520.SGD","BK1142","LU0315179316.USD","LU0791591158.USD","LU1719994722.HKD","LU0594300419.USD","LU0149721374.USD","LU1328277881.USD","LU0228659784.USD","LU0048580855.USD","LU0588545730.USD","BK1610","LU0370786039.SGD","LU0791590937.USD","LU1366334578.USD","LU0345775950.USD","LU0052750758.USD","LU1770036033.HKD","LU0320764755.SGD","BK1619","BK1249","BK1588","LU0871576103.HKD","LU1303224171.USD","LU0163747925.USD","LU1282651121.HKD","BK1502","SG9999001226.SGD","LU0572944931.SGD","LU0456842615.SGD","LU0672654166.SGD","LU0315178854.USD"],"gpt_icon":1},{"id":"2592970644","title":"西部数据(WDC)盘前涨超4% 摩根士丹利将公司列为超配标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2592970644","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592970644?lang=zh_cn&edition=full","pubTime":"2025-12-18 19:15","pubTimestamp":1766056524,"startTime":"0","endTime":"0","summary":"金吾财讯 | 西部数据(WDC)盘前涨超4%，截至发稿，报173美元。消息面上，摩根士丹利表示，高估值、宏观经济波动以及内存芯片成本上涨，或将导致2026年硬件板块的超额收益范围收窄。分析师补充称，2025年硬件板块跑赢大盘的幅度为52%，虽然低于周期早期的平均水平83，但仍高于50%这一水平。分析师预计，受内存芯片“超级周期”侵蚀多数企业盈利空间的影响，2026年硬件板块将面临更严峻考验，超额收益收窄趋势通常出现在周期中后段。不过，分析师认为，2026年仍存结构性机会，他们将西部数据等列为超配标的.","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295522","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":["LU2111349929.HKD","LU0106831901.USD","BK4516","LU0098860793.USD","LU0444971666.USD","LU0957808578.USD","LU1035773651.USD","LU0267386448.USD","LU0912757837.SGD","LU1162221912.USD","LU2023251221.USD","LU2347655156.SGD","LU0320765646.SGD","LU1244550494.USD","LU1642822529.SGD","LU0006306889.USD","LU1244550577.SGD","LU1720051108.HKD","LU1046421795.USD","LU1363072403.SGD","LU0158827781.USD","LU2357305700.SGD","LU1668664300.SGD","LU2089283258.USD","LU1791710400.SGD","BK4170","LU1732799900.SGD","LU1244550221.USD","LU1989772840.SGD","BK4588","GB00BDT5M118.USD","BK4504","IE00BZ1G4Q59.USD","LU0158827948.USD","BK4534","LU2271345857.HKD","LU1815336760.USD","LU2133065610.SGD","LU0006061336.USD","LU0795875086.SGD","LU1791710582.SGD","IE00BKVL7J92.USD","LU0225283273.USD","LU1732800096.USD","LU1989772923.USD","LU0795875169.SGD","BK4585","LU0444973449.USD","LU0882574139.USD","LU0971096721.USD","LU2028103732.USD","LU2089284900.SGD","LU0557290698.USD","LU1074936037.SGD","LU1069347547.HKD","LU1235294995.USD","BK4512","LU0314104364.USD","LU0528227936.USD","LU1720051017.SGD","BK4127","LU1823568750.SGD","LU0234570918.USD","BK4581","LU0476273544.USD","LU0106261372.USD","LU1548497426.USD","LU0081259029.USD","WDC"],"gpt_icon":0},{"id":"2592698069","title":"海外及传媒年度策略：算力飞轮、多极模型生态与Agent化生产力","url":"https://stock-news.laohu8.com/highlight/detail?id=2592698069","media":"华安证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592698069?lang=zh_cn&edition=full","pubTime":"2025-12-17 14:06","pubTimestamp":1765951584,"startTime":"0","endTime":"0","summary":"主要观点：生成式AI：从单一算力飞轮，到多极大模型生态与全栈Agent化1）算力与大模型：从“单一供应商”走向“多架构+多家头部”从2024到2025年，算力体系从“单一GPU体系”转向多架构并行，我们预计到2026年这种趋势将持续：一方面，NVIDIA通过Blackwell/Rubin、GB200继续提升算力与NVLink带宽；另一方面，AMD Instinct、谷歌TPU、亚马逊Trainium及中国自主研发加速芯片通过技术和市场的双重博弈，推动了全球芯片市场的结构性重塑，配合Ultra Ethernet、UALink等开放互联标准构建多元生态。","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=nesSN20251217140634a4557eb8&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=nesSN20251217140634a4557eb8&s=b","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":"tencent","symbols":["NVDS","USJW.SI","2NVD.UK","AMZN","SG9999015986.USD","09626","LU1880398471.USD","GOOGL","LU1935043023.USD","NVDY","WDC","NVDA","LU0985320562.USD","LU2168564149.EUR","LU0210533765.USD","09999","LU0345770308.USD","LU0312595415.SGD","NVD3.UK","LU1935042215.USD","09888","LU2361044949.HKD","LU2430703178.SGD","AI","NVD2.UK","GOOG","LU2108987350.USD","LU2065171311.SGD","MU","LU2750360997.AUD","NVDS.UK","LU2362541513.USD","NVDX","SNVD.UK","3NVD.UK","NVIW.SI","LU1064131342.USD","09988","SG9999017495.SGD","06682","IE00BWXC8680.SGD","LU1267930730.SGD","LU2462157665.USD","NVD","LU0820562030.AUD","LU0444971666.USD","NVDD","IE0003U64NQ7.SGD","LU0426412945.USD","AVGO","LU0672654240.SGD","IE0034235303.USD","LU2764262908.HKD","NVDU","LU1935043536.SGD","LU2420271590.USD","LU1861220033.SGD","BK4605"],"gpt_icon":1},{"id":"1199969882","title":"美股开盘 | 三大指数集体高开！存储概念股普涨，Sandisk涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199969882","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1199969882?lang=zh_cn&edition=full","pubTime":"2025-12-15 22:30","pubTimestamp":1765809020,"startTime":"0","endTime":"0","summary":"12月15日，美股三大指数集体高开，道指涨0.31%，纳指涨0.58%，标普500指数涨0.47%。存储概念股普涨，Sandisk涨超3%，美光科技涨逾2%，西部数据、希捷科技涨超1%；特斯拉涨超2%，无安全员、无乘员，特斯拉在奥斯汀启动Robotaxi无人驾驶测试；英伟达涨超1%，发布新版开源AI模型，宣称“更快、更便宜、更智能”；扫地机器人制造商iRobot开盘暴跌69%，此前其已宣布申请破产。","market":"us","thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"42c718b1947f1d30b631eb06aef8d9b1","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":["TSLA","NVDS","2NVD.UK","WDC","5RE.SI","NVDY","NVDA","TSYW.SI",".SPX","STX","NVD2.UK","MU","SPY","NVDX","SNVD.UK","3NVD.UK",".DJI","NVDL","NVIW.SI","STX.AU","TSLL","NVD","NVDD","NVDS.UK","NVDU",".IXIC","NVD3.UK"],"gpt_icon":0},{"id":"1186724418","title":"美股存储概念股盘前集体走高！SanDisk涨近4%，美光科技、希捷科技涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186724418","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1186724418?lang=zh_cn&edition=full","pubTime":"2025-12-15 21:42","pubTimestamp":1765806138,"startTime":"0","endTime":"0","summary":"12月15日，美股存储概念股盘前集体走高，SanDisk涨近4%，$美光科技(MU)$、$希捷科技(STX)$涨超2%，$西部数据(WDC)$涨近2%。","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":"42c718b1947f1d30b631eb06aef8d9b1","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":["WDC","SNDK","STX","MU"],"gpt_icon":0},{"id":"2591641779","title":"希捷科技盘前涨2.18%，西部数据盘前涨1.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591641779","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591641779?lang=zh_cn&edition=full","pubTime":"2025-12-15 21:35","pubTimestamp":1765805700,"startTime":"0","endTime":"0","summary":"每经AI快讯，12月15日，希捷科技盘前涨2.18%，西部数据盘前涨1.75%。消息面上，两家公司双双跻身纳斯达克100指数。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-12-15/doc-inhawxxz3906241.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, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-12-15/doc-inhawxxz3906241.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":["IE00B894F039.SGD","LU0957808578.USD","BK4588","LU1670627923.USD","LU1235294995.USD","LU0476273544.USD","IE00B19Z9Z06.USD","LU1069347547.HKD","LU1046421795.USD","BK4512","GB00BDT5M118.USD","WDC","LU0444973449.USD","LU1035773651.USD","BK4585","LU0444971666.USD","LU1642822529.SGD","LU0203347892.USD","LU1670628061.USD","STX","LU1815336760.USD","LU0006061336.USD","LU1823568750.SGD","IE00B19Z9P08.USD","LU0203345920.USD","BK4170","LU0081259029.USD"],"gpt_icon":0},{"id":"2591939690","title":"摩根大通2026年存储市场展望：今年巨头市值逼近1万亿美元，2027年1.5万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2591939690","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591939690?lang=zh_cn&edition=full","pubTime":"2025-12-15 15:00","pubTimestamp":1765782000,"startTime":"0","endTime":"0","summary":"摩根大通预言存储芯片迎史上最长景气周期：头部厂商市值今年逼近万亿美元，2027年将飙至1.5万亿，涨幅超50%。HBM需求持续挤占传统DRAM产能，AI推理对内存消耗是训练3倍，供需缺口将延续至2027年。预测2026财年DRAM价格暴涨53%，企业级市场强劲将完全抵消消费端压力。","market":"sg","thumbnail":"https://community-static.tradeup.com/news/998fb08bd7507530b0405ee8e387d9bd","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/998fb08bd7507530b0405ee8e387d9bd"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3761397","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3761397","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"摩根大通2026年存储市场展望：今年巨头市值逼近1万亿美元，2027年1.5万亿美元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK","WDC","STX","MU"],"gpt_icon":1},{"id":"1166333259","title":"纳斯达克宣布渤健、CDW Corporation、GLOBALFOUNDRIES、lululemon athletica、安森美半导体、Trade Desk 将退出纳斯达克100指数","url":"https://stock-news.laohu8.com/highlight/detail?id=1166333259","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1166333259?lang=zh_cn&edition=full","pubTime":"2025-12-13 09:21","pubTimestamp":1765588891,"startTime":"0","endTime":"0","summary":"12月12日（路透社）- 纳斯达克公司宣布：*纳斯达克公司 - 宣布纳斯达克100指数的重组，将于12月22日生效* 纳斯达克公司：六家公司将被添加到纳斯达克100指数* 纳斯达克公司：渤健、CDW Corporation、GLOBALFOUNDRIES、lululemon athletica、安森美半导体、Trade Desk 将退出纳斯达克100指数* 纳斯达克公司：阿尔尼拉姆制药公司、FERROVIAL、INSMED、Monolithic Power Systems、希捷科技、西部数据将被添加到纳斯达克100指数。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"379c269ef09dde4ff2ea787d7ec186f0","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":["LU0353189680.USD","LU1861220033.SGD","IE00B19Z9P08.USD","LU0320765992.SGD","LU0708995401.HKD","LU1069347547.HKD","IE00B19Z9Z06.USD","LU0109391861.USD","LU0056508442.USD","IE00BN0W2V16.EUR","BK4613","BK4588","LU1720051017.SGD","LU2322448791.USD","LU0957808578.USD","BK4202","BK4548","LU1852331112.SGD","STX","BK4009","MPWR","LU1992135399.USD","BIIB","LU1496350502.SGD","LU0724618433.USD","LU1978683503.SGD","LU0672654240.SGD","BK4023","LU0348723411.USD","LU2360106780.USD","LU2087625088.SGD","LU1854103824.USD","LU2931357623.SGD","LU2272731865.HKD","WDC","LU0274383776.USD","ALNY","LU1235294995.USD","TTD","BK4532","LU0234570918.USD","BK4139","LU2272731600.USD","LU1642822529.SGD","IE00BN0W2W23.USD","LU2089985449.USD","LU2357305700.SGD","IE00BN0W2T93.GBP","BK4170","BK4533","BK4141","LU2322448957.HKD","LU2250418816.HKD","LU1861219969.SGD","LU0882574055.USD","IE00B894F039.SGD","LU1992135472.HKD","LU0353189763.USD","CDW","LU2272731782.SGD","LU1720051108.HKD","LU1267930730.SGD","LU2473716301.USD","LU0114720955.EUR","IE00BZ199S13.USD","LU1548497426.USD","LU1861215975.USD","LU0081259029.USD","BK4605","LU0320765059.SGD","LU0444973449.USD","LU0476273544.USD","LU1670628061.USD","LU2360107325.USD","LU0889565916.HKD","IE00BFMHRM44.USD","LU0823411888.USD","LU2298322129.HKD","LULU","LU0124384867.USD","LU0444971666.USD","LU2360107168.USD","LU1035773651.USD","LU1815336760.USD","LU1823568750.SGD","BK4585","LU1861214812.USD","GFS","BK4140","BK4528","LU1670627923.USD","LU1854104046.USD","ON","BK4512","LU1046421795.USD","LU0203345920.USD","LU0203347892.USD","LU2290526834.HKD","LU0006061336.USD","LU0109394709.USD","BK4504","IE00BD6J9T35.USD"],"gpt_icon":0}],"profile":{"websiteUrl":"http://www.westerndigital.com","stockEarnings":[{"period":"1week","weight":0.2461},{"period":"1month","weight":0.299},{"period":"3month","weight":0.8104},{"period":"6month","weight":2.372},{"period":"1year","weight":2.3417},{"period":"ytd","weight":0.2735}],"compareEarnings":[{"period":"1week","weight":0.007},{"period":"1month","weight":0.0089},{"period":"3month","weight":0.0278},{"period":"6month","weight":0.1054},{"period":"1year","weight":0.162},{"period":"ytd","weight":0.0145}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"西部数据公司是一家特拉华州公司。该公司的使命是通过利用数据使用的可能性来释放数据的潜力。该公司是基于NAND闪存和硬盘驱动器技术的数据存储设备和解决方案的领先开发商、制造商和供应商。凭借专门的基于闪存的产品和硬盘驱动器业务部门推动存储技术的进步，该公司广泛且不断扩大的产品组合为从学生、游戏玩家和家庭办公室到大型企业和公共云的所有人提供强大的Flash和HDD存储解决方案，以捕获、保存、访问和转换日益多样化的数据。该公司在Flash和HDD方面拥有广泛的技术和产品组合，面向“云”、“客户端”和“消费者”等多个终端市场。","yearOnYearQuotes":[{"month":1,"riseRate":0.785714,"avgChangeRate":0.072553},{"month":2,"riseRate":0.461538,"avgChangeRate":-0.015868},{"month":3,"riseRate":0.461538,"avgChangeRate":-0.015585},{"month":4,"riseRate":0.692308,"avgChangeRate":0.020425},{"month":5,"riseRate":0.692308,"avgChangeRate":0.04703},{"month":6,"riseRate":0.384615,"avgChangeRate":-0.004059},{"month":7,"riseRate":0.642857,"avgChangeRate":0.053384},{"month":8,"riseRate":0.428571,"avgChangeRate":-0.016878},{"month":9,"riseRate":0.428571,"avgChangeRate":0.016113},{"month":10,"riseRate":0.428571,"avgChangeRate":-0.030676},{"month":11,"riseRate":0.714286,"avgChangeRate":0.058016},{"month":12,"riseRate":0.714286,"avgChangeRate":0.053608}],"exchange":"NASDAQ","name":"西部数据","nameEN":"Western Digital"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"西部数据(WDC)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供西部数据(WDC)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"西部数据,WDC,西部数据股票,西部数据股票老虎,西部数据股票老虎国际,西部数据行情,西部数据股票行情,西部数据股价,西部数据股市,西部数据股票价格,西部数据股票交易,西部数据股票购买,西部数据股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"西部数据(WDC)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供西部数据(WDC)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}