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02-11 10:41

说说你对这篇新闻的看法...

港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市

01-12

输7烧量击败model 3

雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车

01-06

说说你对这篇新闻的看法...

AI与机器人梦想宏大，但电动汽车现实骨感：特斯拉在华市场连续两年萎缩

2025-12-16

$特斯拉(TSLA)$ 真正的无人驾驶运营悄悄来了

2025-11-28

$小米集团-W(01810)$

2025-11-27

反向操作，大涨1.7%，啪啪打脸[得意]

2025-11-25

果然邪恶黑子霉体在不断抗争垂死挣扎在继续黑[开心]

全德汽车俱乐部报告：特斯拉 Model Y 故障率 17.3% 垫底，十年来最差表现

2025-10-30

$英伟达(NVDA)$ 射击之星

2025-10-28

$特斯拉(TSLA)$ 你买了吗？

2025-10-27

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 等做多涨到70才能买空

2025-10-27

$特斯拉(TSLA)$ 但凡说马斯克是畜牧教主的，应该是马斯克弓虽女干了这个畜生的老毋

2025-10-16

$特斯拉(TSLA)$ 这货死不断气，低吸

2025-10-14

建个充电桩也能上新闻？

特斯拉超级充电网络实现江西省地级市均覆盖，建成并开放 145 根超级充电桩

2025-10-13

来条毛，小便

存储芯片“超级周期”，真的来了？

2025-10-11

$特斯拉(TSLA)$ 模拟盘，头部确立，逃命。10月2日卖出，保留胜利果实实，留待抄大底。

2025-10-10

说说你对这篇新闻的看法...

小米17系列新机5天卖100万部中国国产手机首次辗压苹果

2025-10-10

邪恶势力快点唱空，把股价唱下来

是“神操作”还是“小打闹”？华尔街热议特斯拉廉价版Model3/Y

2025-10-08

别吹大，没人信了[弱] [弱] [弱] [弱] [弱] [弱] [弱] [弱] [弱]

小米17系列新机5天卖100万部中国国产手机首次辗压苹果

2025-10-08

$特斯拉(TSLA)$ model Y 的减配版预计中国售价19.88起售，低于20万

2025-10-08

$特斯拉(TSLA)$ 快点跌，邪恶势力快点唱空，朕空仓等着捡便宜货

去老虎APP查看更多动态

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justify;\">雷军表示，当前销量得益于订单储备厚度与市场认可度，因SU7处于新老切换阶段，本月主力交付车型为YU7，新一代SU7将于4月上市，2026年品牌整体销量目标为55万辆。而2025年，小米交付量超41万辆。值得一提的是，小米汽车1月交付量超3.9万辆，成为2026年1月的造车新势力销冠。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 小米集团-W涨超4%，新一代SU7预计4月份上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-11 10:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨超4%，新一代SU7预计4月份上市</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/474bf9bb801e790a33c76d53e7d7dc38\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，2月10日晚间，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团创始人、董事长兼CEO雷军小年夜直播在北京亦庄<a href=\"https://laohu8.com/S/81810\">小米</a>汽车工厂内开启。据雷军透露，最后一辆第一代小米SU7已经下线，并已在运输途中。这也意味着，第一代小米SU7完全停产。此外，雷军介绍，新一代SU7将从2月13日开始陆续进店，首批会在北京、上海、广州、深圳、杭州、成都、武汉等地门店展示。</p><p style=\"text-align: justify;\">雷军表示，当前销量得益于订单储备厚度与市场认可度，因SU7处于新老切换阶段，本月主力交付车型为YU7，新一代SU7将于4月上市，2026年品牌整体销量目标为55万辆。而2025年，小米交付量超41万辆。值得一提的是，小米汽车1月交付量超3.9万辆，成为2026年1月的造车新势力销冠。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5780c7a5535cf00e4a784fadddba1aaf","relate_stocks":{"LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) 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3","listText":"输7烧量击败model 3","text":"输7烧量击败model 3","images":[{"img":"https://static.tigerbbs.com/dee8dd564fa3fc03f5eca1244b5b0b62"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/520830089839992","repostId":"2602358942","repostType":2,"repost":{"id":"2602358942","kind":"news","pubTimestamp":1768029110,"share":"https://www.laohu8.com/m/news/2602358942?lang=zh_CN&edition=full","pubTime":"2026-01-10 15:11","market":"us","language":"zh","title":"雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车","url":"https://stock-news.laohu8.com/highlight/detail?id=2602358942","media":"格隆汇","summary":"格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“特斯拉确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 小米YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”","content":"<html><body><article><p>格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 <a href=\"https://laohu8.com/S/XIACY\">小米</a>YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 15:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260110151211a70a1dc9&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“特斯拉确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 小米YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260110151211a70a1dc9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 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有差距。我相信，假以时日，YU7 也能一较高下！ ”","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.9}},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"content":"su7 销量已经落后一大节","text":"su7 销量已经落后一大节","html":"su7 销量已经落后一大节"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518872292823072,"gmtCreate":1767648068149,"gmtModify":1767648080831,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[{"img":"https://static.tigerbbs.com/dee8dd564fa3fc03f5eca1244b5b0b62"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518872292823072","repostId":"2601885499","repostType":2,"repost":{"id":"2601885499","kind":"news","pubTimestamp":1767613942,"share":"https://www.laohu8.com/m/news/2601885499?lang=zh_CN&edition=full","pubTime":"2026-01-05 19:52","market":"us","language":"zh","title":"AI与机器人梦想宏大，但电动汽车现实骨感：特斯拉在华市场连续两年萎缩","url":"https://stock-news.laohu8.com/highlight/detail?id=2601885499","media":"智通财经","summary":"智通财经APP获悉，尽管12月出货规模稍微有所回升，但是全球电动汽车领军者特斯拉公司的中国工厂出货量在2025年全年度相比于2024年仍出现显著下滑。上图显示，特斯拉在中国市场全年度出货量在2025年再次出现下滑。中国市场的连续两年显著下滑凸显出特斯拉在其最大需求市场之一可能长期面临的艰难挑战。小米推出的电动汽车产品直接瞄准特斯拉Model 3和Model Y。乘用车协会将于本月稍晚发布最终的2025年全年度销量数据。","content":"<html><head></head><body><p>1月5日，尽管12月出货规模稍微有所回升，但是全球电动汽车领军者<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司的中国工厂出货量在2025年全年度相比于2024年仍出现显著下滑。由全球首富埃隆·马斯克领导的这家全球大型车企在全球销量显著放缓之际举步维艰，并失去了全球电动汽车市占率第一以及在中国的电动汽车市场份额第一的双重宝座。</p><p>随着<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、“蔚小理”、<a href=\"https://laohu8.com/S/XIACY\">小米</a>等中国最知名的电动汽车厂商们持续推出具备新颖功能的新款车型，中国电动汽车市场竞争日趋激烈，特斯拉失去了中国市场以及全球最大规模电动汽车制造商的双重头衔，被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>公司超越。</p><p>根据中国乘用车协会的初步统计数据，特斯拉去年从其上海超级汽车工厂出货851,732辆电动汽车，较上年同期下降约7%。其中12月单月为97,171辆，而这仅是2025年第四个出现同比增长步伐的月份。</p><p>值得注意的是，该份最新统计数据未拆分中国出货中出口的占比规模，不过其中大部分车辆在中国市场进行本地销售。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41853b03093ac97204be09dab2bcd130\" tg-width=\"805\" tg-height=\"447\"/></p><p>上图显示，特斯拉在中国市场全年度出货量在2025年再次出现下滑。</p><p>按2025年全年电动汽车销售/出货口径，特斯拉已把“全球电动汽车(EV/纯电BEV)第一”的榜首位置让给<a href=\"https://laohu8.com/S/01211\">比亚迪</a>，多家媒体与研究机构均据年度交付/销量数据作出这一最新的结论。</p><p>中国市场的连续两年显著下滑凸显出特斯拉在其最大需求市场之一可能长期面临的艰难挑战。</p><p>虽然市场对于特斯拉估值与基本面前景的展望已经全面转向基于特斯拉独家AI超算体系打造的FSD全自动驾驶、Robotaxi(完全无人自动驾驶出租车)，以及名为“擎天柱”的特斯拉AI人形机器人，但是特斯拉电动车销量与汽车业务基本面并未被削弱到无足轻重，它仍是当前现金流与资产负债表的支柱，也是FSD数据闭环与车队规模的基础(Robotaxi最终也要落到可规模化的车辆产能与运营)。</p><p>更现实的是，在“特斯拉增长叙事换挡”的同时，市场仍会用交付、汽车毛利、价格竞争与区域份额去校准短期盈利与估值安全边际——所以销量对基本面影响更像是从“唯一主线”变成“底盘与约束条件”：销量/毛利决定“现金与投资者资金容错率”，而FSD/Robotaxi/Optimus决定“估值的上行想象力与特斯拉基本面前景天花板”。</p><p>近几周多家媒体与卖方分析师们都直言，特斯拉在交付下滑背景下仍能维持高估值，主要靠投资者们以及“马斯克信徒们”押注其在自动驾驶与机器人上的潜在“平台级”增量利润池;甚至连特斯拉自身对交付的更保守展望，也被一些马斯克信徒解读为“短期汽车业务走弱无碍马斯克仍在大举押注自动驾驶/机器人创收大规模兑现”。</p><p>然而，这并不意味着汽车业务不重要，而是意味着股价的边际定价因子更偏向“什么时候、以何种监管路径、在多大规模上实现可商业化的无人驾驶与Robotaxi”。</p><p>此前这家总部位于美国奥斯汀的大型车企在第三季度交付量出现跳升，主要因为消费者在一项至关重要的美国电动汽车补贴到期前美国消费者们积极抢购电动车;但随着包括美国在内的全球各国缩减电动汽车政策支持，特斯拉所面临的需求疲软挑战仍在持续。此外，尽管马斯克淡出其在西方国家政治领域的高调逆反角色，但是消费者需求疲软仍然是拖累特斯拉全球销量的逆风因素。</p><p>在艰难的一年里(即2025年)，特斯拉将“全球最大规模电动车制造商”的头衔让给了总部位于中国的比亚迪。毋庸置疑的是，特斯拉在中国市场所面临的电动汽车竞争正在不断加剧，比如<a href=\"https://laohu8.com/S/01810\">小米</a>等<a href=\"https://laohu8.com/S/688257\">新锐</a>电动汽车制造商们推出面向未来科技、强调驾驶功能高度智能化的新电动汽车车型，正不断赢得中国消费者青睐。</p><p><a href=\"https://laohu8.com/S/81810\">小米</a>推出的电动汽车产品直接瞄准特斯拉Model 3和Model Y。按中国汽车技术研究中心与Bloomberg Intelligence的统计数据，小米所推出的YU7运动型多用途车(即YU7 SUV)在中国某些月份甚至已逼近Model Y的销量数据;比如，11月小米YU7售出33,591辆，而Model Y则为33,935辆。</p><p>中国乘用车协会的的初步统计数据还显示，2025年12月全国新能源汽车批发销量——包括插电式混合动力汽车与纯电动汽车，同比小幅增长4%至157万辆。</p><p>按Bloomberg Intelligence基于协会数据的计算，中国全年新能源汽车销量大幅增长约25%。乘用车协会将于本月稍晚发布最终的2025年全年度销量数据。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI与机器人梦想宏大，但电动汽车现实骨感：特斯拉在华市场连续两年萎缩</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI与机器人梦想宏大，但电动汽车现实骨感：特斯拉在华市场连续两年萎缩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-05 19:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1388818.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月5日，尽管12月出货规模稍微有所回升，但是全球电动汽车领军者特斯拉公司的中国工厂出货量在2025年全年度相比于2024年仍出现显著下滑。由全球首富埃隆·马斯克领导的这家全球大型车企在全球销量显著放缓之际举步维艰，并失去了全球电动汽车市占率第一以及在中国的电动汽车市场份额第一的双重宝座。随着比亚迪、“蔚小理”、小米等中国最知名的电动汽车厂商们持续推出具备新颖功能的新款车型，中国电动汽车市场竞争...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1388818.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1388818.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601885499","content_text":"1月5日，尽管12月出货规模稍微有所回升，但是全球电动汽车领军者特斯拉公司的中国工厂出货量在2025年全年度相比于2024年仍出现显著下滑。由全球首富埃隆·马斯克领导的这家全球大型车企在全球销量显著放缓之际举步维艰，并失去了全球电动汽车市占率第一以及在中国的电动汽车市场份额第一的双重宝座。随着比亚迪、“蔚小理”、小米等中国最知名的电动汽车厂商们持续推出具备新颖功能的新款车型，中国电动汽车市场竞争日趋激烈，特斯拉失去了中国市场以及全球最大规模电动汽车制造商的双重头衔，被比亚迪公司超越。根据中国乘用车协会的初步统计数据，特斯拉去年从其上海超级汽车工厂出货851,732辆电动汽车，较上年同期下降约7%。其中12月单月为97,171辆，而这仅是2025年第四个出现同比增长步伐的月份。值得注意的是，该份最新统计数据未拆分中国出货中出口的占比规模，不过其中大部分车辆在中国市场进行本地销售。上图显示，特斯拉在中国市场全年度出货量在2025年再次出现下滑。按2025年全年电动汽车销售/出货口径，特斯拉已把“全球电动汽车(EV/纯电BEV)第一”的榜首位置让给比亚迪，多家媒体与研究机构均据年度交付/销量数据作出这一最新的结论。中国市场的连续两年显著下滑凸显出特斯拉在其最大需求市场之一可能长期面临的艰难挑战。虽然市场对于特斯拉估值与基本面前景的展望已经全面转向基于特斯拉独家AI超算体系打造的FSD全自动驾驶、Robotaxi(完全无人自动驾驶出租车)，以及名为“擎天柱”的特斯拉AI人形机器人，但是特斯拉电动车销量与汽车业务基本面并未被削弱到无足轻重，它仍是当前现金流与资产负债表的支柱，也是FSD数据闭环与车队规模的基础(Robotaxi最终也要落到可规模化的车辆产能与运营)。更现实的是，在“特斯拉增长叙事换挡”的同时，市场仍会用交付、汽车毛利、价格竞争与区域份额去校准短期盈利与估值安全边际——所以销量对基本面影响更像是从“唯一主线”变成“底盘与约束条件”：销量/毛利决定“现金与投资者资金容错率”，而FSD/Robotaxi/Optimus决定“估值的上行想象力与特斯拉基本面前景天花板”。近几周多家媒体与卖方分析师们都直言，特斯拉在交付下滑背景下仍能维持高估值，主要靠投资者们以及“马斯克信徒们”押注其在自动驾驶与机器人上的潜在“平台级”增量利润池;甚至连特斯拉自身对交付的更保守展望，也被一些马斯克信徒解读为“短期汽车业务走弱无碍马斯克仍在大举押注自动驾驶/机器人创收大规模兑现”。然而，这并不意味着汽车业务不重要，而是意味着股价的边际定价因子更偏向“什么时候、以何种监管路径、在多大规模上实现可商业化的无人驾驶与Robotaxi”。此前这家总部位于美国奥斯汀的大型车企在第三季度交付量出现跳升，主要因为消费者在一项至关重要的美国电动汽车补贴到期前美国消费者们积极抢购电动车;但随着包括美国在内的全球各国缩减电动汽车政策支持，特斯拉所面临的需求疲软挑战仍在持续。此外，尽管马斯克淡出其在西方国家政治领域的高调逆反角色，但是消费者需求疲软仍然是拖累特斯拉全球销量的逆风因素。在艰难的一年里(即2025年)，特斯拉将“全球最大规模电动车制造商”的头衔让给了总部位于中国的比亚迪。毋庸置疑的是，特斯拉在中国市场所面临的电动汽车竞争正在不断加剧，比如小米等新锐电动汽车制造商们推出面向未来科技、强调驾驶功能高度智能化的新电动汽车车型，正不断赢得中国消费者青睐。小米推出的电动汽车产品直接瞄准特斯拉Model 3和Model Y。按中国汽车技术研究中心与Bloomberg Intelligence的统计数据，小米所推出的YU7运动型多用途车(即YU7 SUV)在中国某些月份甚至已逼近Model Y的销量数据;比如，11月小米YU7售出33,591辆，而Model Y则为33,935辆。中国乘用车协会的的初步统计数据还显示，2025年12月全国新能源汽车批发销量——包括插电式混合动力汽车与纯电动汽车，同比小幅增长4%至157万辆。按Bloomberg Intelligence基于协会数据的计算，中国全年新能源汽车销量大幅增长约25%。乘用车协会将于本月稍晚发布最终的2025年全年度销量数据。","news_type":1,"symbols_score_info":{"TSLA":1.98}},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511158616776728,"gmtCreate":1765821605042,"gmtModify":1765821637580,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> &nbsp;真正的无人驾驶运营悄悄来了","listText":"<a 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的三大高发问题领域：悬架系统、刹车盘以及车辆照明。此外，去年排名倒数的特斯拉 Model 3 今年的表现同样“令人失望”，以 13.1% 的缺陷率位列倒数第三，其可靠性问题依然严峻。</p><p>Mini Cooper SE 以仅 3.5% 的缺陷率高居榜首，成为本次评估中最可靠的电动车型。奥迪 Q4 E-Tron 和菲亚特 500e 也表现优异，缺陷率分别为 4.0% 和 4.2%，位列前茅。大众汽车的 ID.3 和 ID.4/ID.5 车型则处于排名的中游位置。</p><p>TÜV 报告进一步分析了电动汽车普遍存在的共性问题。报告指出，悬架和刹车系统是电动汽车的通病。TÜV 协会总经理约阿希姆・布勒博士解释，一方面，驱动电池的巨大重量对车辆的悬架系统造成了持续的高负荷；另一方面，由于动能回收系统的广泛应用，传统刹车的使用频率大幅降低，这反而可能导致刹车盘锈蚀或性能下降。</p><p>广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全德汽车俱乐部报告：特斯拉 Model Y 故障率 17.3% 垫底，十年来最差表现</title>\n<style 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的缺陷率排名垫底，创下该车型十年来的最高缺陷记录。IT之家注：全德汽车俱乐部，是德国最大的交通协会，其总部位于慕尼黑，是个非营利的法人组织。其测评是以数百万的会员，数千万...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511220940169778a612&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TSLL":"2倍做多TSLA 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这货死不断气，低吸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489547455299904","isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489177911149312,"gmtCreate":1760455280408,"gmtModify":1760455282592,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"建个充电桩也能上新闻？","listText":"建个充电桩也能上新闻？","text":"建个充电桩也能上新闻？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489177911149312","repostId":"2575987982","repostType":2,"repost":{"id":"2575987982","kind":"news","pubTimestamp":1760434220,"share":"https://www.laohu8.com/m/news/2575987982?lang=zh_CN&edition=full","pubTime":"2025-10-14 17:30","market":"us","language":"zh","title":"特斯拉超级充电网络实现江西省地级市均覆盖，建成并开放 145 根超级充电桩","url":"https://stock-news.laohu8.com/highlight/detail?id=2575987982","media":"IT之家","summary":"IT之家 10 月 14 日消息，特斯拉充电官方微博今日宣布，特斯拉超级充电网络已实现江西省地级市均覆盖。据介绍，截至 2025 年 10 月 13 日，特斯拉在江西省已建成并开放 36 座超级充电站、145 根超级充电桩，实现江西省 11 个地级市全覆盖。IT之家注意到，截至 2025 年 9 月，特斯拉已在全国累计部署 2200 多座超级充电站、11700 多根超级充电桩、640 多座目的地充电站、2300 多根目的地充电桩，布局超过 350 多个城市及地区，100% 覆盖中国内地所有省份和直辖市。","content":"<html><body><article><p>感谢IT之家网友 肖战割割 的线索投递！</p><p>IT之家 10 月 14 日消息，特斯拉充电官方微博今日宣布，特斯拉超级充电网络已实现江西省地级市均覆盖。据介绍，截至 2025 年 10 月 13 日，特斯拉在江西省已<a href=\"https://laohu8.com/S/01630\">建成</a>并开放 36 座超级充电站、145 根超级充电桩，<strong>实现江西省 11 个地级市全覆盖</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251014173127185d206yst99994bz7\"/><p>IT之家注意到，截至 2025 年 9 月，特斯拉已在全国累计部署 2200 多座超级充电站、11700 多根超级充电桩、640 多座目的地充电站、2300 多根目的地充电桩，<strong>布局超过 350 多个城市及地区</strong>，100% 覆盖中国内地所有省份和直辖市。</p><p>中国大陆地区的超级充电网络布局采取城市站点和长途站点同时布设的原则，站点位于热门商场、餐厅、酒店、写字楼、科技园区、公园、热门景区、高速服务区以及高速公路出入口等地区。超级充电支持即插即充。车主可通过 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> 手机应用程序查看充电桩是否可用、实时监测充电状态，或在即将充满时接收提醒消息。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251014173127977d206acb6dsse557\"/><p>今年年初，特斯拉宣布旗下首批 V4 超级充电站将于国内落地，相应充电站也将支持第三方汽车充电。V4 超级充电桩号称特斯拉目前发布的充电速度最快、功率最高的充电设备，相应充电桩在北美可为乘用车提供了 500kW 的最大充电功率。</p><p>广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉超级充电网络实现江西省地级市均覆盖，建成并开放 145 根超级充电桩</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉超级充电网络实现江西省地级市均覆盖，建成并开放 145 根超级充电桩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-14 17:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101417313494c86a45&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>感谢IT之家网友 肖战割割 的线索投递！IT之家 10 月 14 日消息，特斯拉充电官方微博今日宣布，特斯拉超级充电网络已实现江西省地级市均覆盖。据介绍，截至 2025 年 10 月 13 日，特斯拉在江西省已建成并开放 36 座超级充电站、145 根超级充电桩，实现江西省 11 个地级市全覆盖。IT之家注意到，截至 2025 年 9 月，特斯拉已在全国累计部署 2200 多座超级充电站、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101417313494c86a45&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4588":"碎股","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101417313494c86a45&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2575987982","content_text":"感谢IT之家网友 肖战割割 的线索投递！IT之家 10 月 14 日消息，特斯拉充电官方微博今日宣布，特斯拉超级充电网络已实现江西省地级市均覆盖。据介绍，截至 2025 年 10 月 13 日，特斯拉在江西省已建成并开放 36 座超级充电站、145 根超级充电桩，实现江西省 11 个地级市全覆盖。IT之家注意到，截至 2025 年 9 月，特斯拉已在全国累计部署 2200 多座超级充电站、11700 多根超级充电桩、640 多座目的地充电站、2300 多根目的地充电桩，布局超过 350 多个城市及地区，100% 覆盖中国内地所有省份和直辖市。中国大陆地区的超级充电网络布局采取城市站点和长途站点同时布设的原则，站点位于热门商场、餐厅、酒店、写字楼、科技园区、公园、热门景区、高速服务区以及高速公路出入口等地区。超级充电支持即插即充。车主可通过 Tesla 手机应用程序查看充电桩是否可用、实时监测充电状态，或在即将充满时接收提醒消息。今年年初，特斯拉宣布旗下首批 V4 超级充电站将于国内落地，相应充电站也将支持第三方汽车充电。V4 超级充电桩号称特斯拉目前发布的充电速度最快、功率最高的充电设备，相应充电桩在北美可为乘用车提供了 500kW 的最大充电功率。广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488574283583544,"gmtCreate":1760308193438,"gmtModify":1760319627751,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"来条毛，小便","listText":"来条毛，小便","text":"来条毛，小便","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488574283583544","repostId":"1150047552","repostType":2,"repost":{"id":"1150047552","kind":"news","weMediaInfo":{"introduction":"最有深度的半导体新媒体，实讯、专业、原创、深度，30万半导体精英关注！专注观察全球半导体最新资讯、技术前沿、发展趋势。《摩尔精英》《中国集成电路》共同出品，欢迎订阅摩尔旗下公众号：摩尔精英、摩尔芯闻、摩尔App","home_visible":1,"media_name":"半导体行业观察","id":"1099700132","head_image":"https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868"},"pubTimestamp":1760232260,"share":"https://www.laohu8.com/m/news/1150047552?lang=zh_CN&edition=full","pubTime":"2025-10-12 09:24","market":"us","language":"zh","title":"存储芯片“超级周期”，真的来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1150047552","media":"半导体行业观察","summary":"近期，全球存储芯片市场持续释放积极信号。在此背景下，摩根士丹利研报指出，AI驱动下存储行业供需失衡加剧，预计将开启持续数年的“超级周期”，到2027年全球存储市场规模有望向3000亿美元迈进，存储芯片行业或正迎来新一轮产业周期的起点。半导体行业“风向标”，逻辑生变存储芯片作为半导体行业的“风向标”，其周期性波动始终是观察产业景气度的关键窗口。存储芯片行业，似乎开启了由AI驱动的全新产业周期。","content":"<html><head></head><body><p>近期，全球存储芯片市场持续释放积极信号。</p><p>三星、美光、SK海力士等行业巨头相继宣布提价，DRAM产品涨幅普遍达15%-30%，NAND闪存价格亦上调5%-10%，部分厂商甚至暂停报价以应对供应紧张；从市场端看，DDR4内存半年累计涨幅超200%，HDD、SSD、HBM等产品因AI需求爆发陷入供不应求。</p><p>与此同时，资本市场反应热烈，美光近一个月股价涨约60%，铠侠、闪迪涨幅超100%，A股相关概念股也随之拉升，展现出市场对存储板块的强烈信心。</p><p>在此背景下，摩根士丹利研报指出，AI驱动下存储行业供需失衡加剧，预计将开启持续数年的“超级周期”，到2027年全球存储市场规模有望向3000亿美元迈进，存储芯片行业或正迎来新一轮产业周期的起点。</p><p><strong>半导体行业“风向标”，逻辑生变</strong></p><p>存储芯片作为半导体行业的“风向标”，其周期性波动始终是观察产业景气度的关键窗口。</p><p>复盘近十年来三轮核心周期可见，存储行业的典型周期时长约为3-4年，且每一轮周期都由不同需求与技术变革驱动：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01034143f9e64148f0939668157c878f\" alt=\"图源：野村证券\" title=\"图源：野村证券\" tg-width=\"1080\" tg-height=\"588\"/><span>图源：野村证券</span></p><ul style=\"\"><li><p>2016-2019年，DDR4技术迭代叠加手机游戏需求爆发，推动存储价格累计涨幅超100%；</p></li></ul><ul style=\"list-style-type: disc;\"><li><p>2020-2023年，全球疫情催生的远程办公与数据中心需求先拉动价格上涨，后又因需求疲软与产能过剩陷入调整，累计跌幅超50%；</p></li><li><p>2024年至今，AI算力基建与HBM技术革命成为新引擎，直接改写了传统周期逻辑。</p></li></ul><p>需要注意的是，与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心——HBM价格年内暴涨500%，DDR4价格涨幅超50%，高端存储产品“量价齐升”的同时，利基市场国产替代也在加速。</p><p>更关键的是，AI数据中心对存储产能的“吞噬式需求”，让全产业链呈现罕见的全品类普涨态势：从消费级NVMe SSD、DDR4内存条，到企业级存储系统与大容量HDD，价格同步攀升。</p><p>这种结构性变化正在重塑存储产业的传统周期模型。据CFM闪存市场预测，2025年全球存储市场规模有望达到1932亿美元，将创下历史最高记录。存储芯片行业，似乎开启了由AI驱动的全新产业周期。</p><p><strong>AI重构存储“供需新规则”</strong></p><p>AI技术的爆发式演进不仅是存储需求的“超级引擎”，更在深层次重构全球存储芯片市场的“供需新规则”，推动行业迈入前所未有的变革周期。</p><p>从市场供需逻辑来看，AI正以颠覆性力量催生结构性存储缺口。这种缺口并非简单的数量增长，而是由性能与容量双重诉求驱动的质的飞跃。据美光数据显示，AI服务器的DRAM容量需求是普通服务器的8倍，NAND 容量需求则达到3倍，单台AI服务器存储需求更是高达2TB，远超传统服务器的配置标准。</p><p>更关键的是，AI大模型“训练-推理-再训练”的正循环，使得数据存储需求呈现持续放大的态势，一个GPU节点就可能消耗数百GB DRAM和数TB闪存，超大规模数据中心的需求规模更是呈指数级扩张。</p><p>这种需求爆发在核心项目上体现得尤为极致，以OpenAI的“星际之门”(Stargate)项目为例，该项目与三星、SK海力士达成合作，每月需采购90万片DRAM晶圆，这一数字相当于全球DRAM总产量的近40%，这种规模的单一订单，彻底改变了原有的市场平衡。而四家云巨头对AI相关NAND的订单也已达200EB，远超2026年150EB的原预期。</p><p>全球存储市场已然清晰感知到：人工智能正在重构行业运行的底层逻辑。</p><p>与此同时，需求激增直接推高了存储芯片在AI基建中的成本占比，尤其是高性能存储成为成本核心。以HBM为例，其单颗价格突破5000美元，是传统DDR5内存的20倍，而毛利率却高达50%-60%，远超传统DRAM 30%左右的水平。由于每一块HBM都需针对特定AI GPU定制，客户需提前一年下单锁定产能，这种“定制化+长周期”的订货模式，进一步凸显了其战略价值。</p><p>同时，NAND闪存的成本权重也在上升，随着HDD供应短缺导致近线存储加速向QLC SSD迁移，多家超大规模云厂商的大额追加订单，使得企业级SSD成为数据中心建设的刚需，存储芯片已从原来的辅助组件升级为成本核心，成为左右厂商利润的关键变量。</p><p>在此背景下，HBM、DRAM与NAND等高性能存储资源成为行业必争的战略资源。从市场规模看，摩根士丹利预测全球HBM市场将从2023年的30亿美元飙升至2027年的530亿美元，年复合增长率超100%；而NAND市场虽起步更早，但AI推理需求的爆发使其焕发新生，从上述提到的四家云巨头订单预测变动能看到，供需缺口显著。</p><p>产能端的稀缺性更显突出：美光2026年底前的HBM产能已全部预售完毕，SK海力士12层堆叠HBM3e产品即便良率仅75%，2026年产能也被英伟达、AMD等企业锁定，三星下一代V9 NAND未发布便订单满额，供需紧张态势可见一斑。</p><p><strong>存储芯片行业剧变：</strong></p><p><strong>价格、产能与技术的全方位革新</strong></p><p>供需规则的重构，迅速传导为行业层面的剧烈变革，存储价格飙升成为最直观的市场信号。</p><p>从2025年9月以来，全球存储巨头密集发布涨价通知，形成“集体提价潮”：三星宣布第四季度DRAM价格上调15%-30%，NAND价格上调5%-10%；美光更是将存储产品价格拉高20%-30%，并暂停报价一周以消化涨幅；闪迪对全渠道NAND产品提价10%以上，群联恢复报价后涨幅约10%，被视为NAND涨价的明确信号。</p><p>此外，现货市场反应更为激烈，DDR4芯片半年累计涨幅超200%，2025年Q2单月涨幅一度达53%，出现与DDR5价格倒挂的罕见现象；NAND晶圆现货价格在10月环比上涨9%-11%，服务器eSSD价格预计四季度涨幅将超10%。</p><p>高盛与TrendForce等机构预测，这种涨势将持续至2026年，DRAM四季度环比涨幅或达8%-13%，NAND则为5%-10%，若计入HBM，涨幅将进一步扩大。</p><p>进一步来看，价格飙升的背后，是全球存储巨头的产能战略性倾斜。</p><p>三星、SK海力士、美光三大寡头摒弃了过去“规模优先”的策略，转向“利润优先”，将先进制程产能集中投向高附加值产品。DRAM领域，三星率先停止DDR4生产，SK海力士计划将DDR4产能压缩至20%，美光与SK海力士年底便停止接收LPDDR4X新订单，所有资源向DDR5与HBM倾斜；NAND市场，厂商纷纷缩减消费级产能，将产能转向企业级3D QLC产品。</p><p>这种结构性倾斜导致了市场“冰火两重天”：高端HBM与DDR5供不应求，中低端DDR4因减产速度超过需求下降速度，出现严重供需错配。对此，群联电子CEO直言，这种资本支出转向将导致NAND未来十年供应持续紧张，2026年便将面临严重短缺。</p><p>产能倾斜与需求倒逼共同推动了存储技术的加速突破，成为行业变革的核心动力。其中，HBM领域的技术迭代最为迅猛，据了解，2025年全球HBM总产能已增至54万片，同比激增105%，但仍难以填补AI带来的需求缺口。SK海力士已建成HBM4量产体系，预计将占据HBM4市场60%以上份额，三星、美光等厂商也在加紧筹备HBM4量产，力争抢占英伟达、AMD认证先机，而国内相关厂商也在加速突破，国产替代窗口期持续扩大。</p><p>总的来看，这场由AI引发的产业新变革，彻底打破了存储行业传统的“供需博弈”周期逻辑，形成了“AI需求牵引-产能高端倾斜-技术迭代加速-价格结构性上涨”的新闭环。从HBM的一芯难求到NAND的从白菜价到紧俏货，从巨头的产能重构到国产厂商的突围，存储芯片市场正经历着新一轮的深度重塑，将存储芯片从标准化大宗商品，重塑为影响算力发展的战略性资源，标志着产业已进入一个由技术迭代与需求爆发共同定义的全新时代。</p><p><strong>存储芯片“三维革命”：</strong></p><p><strong>技术竞速与巨头格局重塑</strong></p><p>当前存储产业的变革不仅体现在市场供需层面，更在技术维度展开着一场深刻的“三维革命”。HBM的带宽竞赛进入白热化阶段，3D NAND的堆叠层数不断刷新上限，HBF技术的横空出世则点燃了新赛道的竞争火种。</p><p>这场围绕垂直堆叠、高速互联与架构创新的技术深耕，正重塑全球存储产业的竞争格局，巨头们的每一步布局都关乎未来数年的行业话语权。</p><p><strong>HBM：带宽竞赛与标准主导权争夺</strong></p><p>HBM作为AI算力的关键核心，其核心突破在于2.5D/3D堆叠和硅通孔(TSV)技术的创新应用。通过将多个DRAM芯片垂直堆叠并与GPU/CPU通过中介层互联，HBM成功突破了传统封装技术的限制。以英伟达H200搭载的HBM3E为例，其带宽高达4.8TB/s，完美解决了AI芯片面临的“内存墙”瓶颈。</p><p>然而，HBM的技术迭代速度与竞争激烈程度远超传统存储领域。</p><p>2025年4月，JEDEC固态技术协会正式发布HBM4标准（JESD270-4），将这一赛道的技术门槛推向新高度——采用2048位超宽接口，传输速率达8GB/s，总带宽突破2TB/s，较此前SK海力士宣称的1.5TB/s再提升33%。</p><p>更关键的是，HBM4将独立通道数量从16个翻倍至32个，同时引入0.7V-0.9V的低电压选项，在性能跃升的同时实现了能效优化，完美适配下一代生成式AI与高性能计算需求。</p><p>标准确立背后，是国际巨头的贴身博弈。</p><p>从市场格局来看，SK海力士凭借在HBM3和HBM3E领域的领先优势，目前占据全球HBM市场约60%的份额，成为英伟达H100/H200芯片的独家供应商。凭借先发优势持续领跑，SK海力士在2025年3月率先发布12层堆叠的HBM4样品，采用Advanced MR-MUF封装技术，单堆栈容量可达64GB，且已启动与英伟达下一代GPU的适配测试，试图延续其独家供应优势。</p><p>三星则依托垂直整合能力加速追赶，计划2025年下半年启动HBM4量产，采用4nm逻辑芯片工艺与10nm DRAM制程，目标在良率与成本控制上形成突破，夺回被侵蚀的市场份额。美光虽暂未公开HBM4进展，但通过聚焦汽车与边缘计算领域的HBM3E变体产品，正构建差异化竞争壁垒。其1β工艺LPDDR5X芯片已通过特斯拉认证，在该细分领域市占率达35%。</p><p>摩根大通指出，技术突破使得HBM在2027年占DRAM总产值比重将达43%，AI相关应用占DRAM市场规模更是高达53%，技术红利正成为超级周期的核心支撑。</p><p>三大巨头角力的同时，国产力量的崛起也在为这场竞争注入新变量，引领着中国在高端存储领域从“技术跟随”向“自主创新”跨越。</p><p><strong>3D NAND的堆叠竞赛与现实困境</strong></p><p>如果说HBM的核心是“速度革命”，3D NAND的突破则聚焦于“空间革命”。</p><p>堆叠层数的持续提升成为厂商比拼的核心指标，这一技术突破意味着在单位面积内可容纳的存储容量再创新高，为AI数据中心需要的大容量存储需求提供了保障。</p><p>TechInsights展示了各大厂商在 3D NAND位密度（bit density） 上的演进趋势，横轴是堆叠层数，纵轴是单位面积的存储密度。可以看到，层数越高，代表技术越先进，也能带来更高的存储密度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ce8bcff40702b4061552b3801fa2cd3\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"604\"/></p><p>能看到，三星、美光、SK海力士、铠侠/WD、Solidigm等存储巨头都在稳步提升3D NAND闪存堆叠层数，整体趋势非常明显：从200层到300层的跨越，将带来更高的容量和更强的竞争力。</p><p>谁能把层数和密度拉满，谁就能在NAND这场“堆积木比赛”中领先。未来几年，276层、300层甚至更高层数的NAND将陆续登场，存储市场的竞争只会越来越激烈。</p><p>但从产业实际现状来看，在DRAM/HBM需求高涨的聚光灯下，NAND产业的生存空间正被挤压，迫使各大厂商纷纷调整航向，将战略重心转向更具潜力的赛道。</p><p>三星的V10 NAND本是技术皇冠上的明珠，在技术层面，三星的V10 NAND计划在2026年10月正式量产，这款产品被视为技术上的重大飞跃，它将具备400层以上的活性层（据悉为430层），接口速度提升至5.6GT/s，旨在与PCIe Gen6主控协同发力数据中心市场。此外，为应对AI应用对高性能存储的需求，三星已重启专为AI优化的Z-NAND开发，目标性能提升最高15倍，功耗降低80%。</p><p>尽管技术上高歌猛进，但三星在NAND的产能投资和先进技术导入上显得颇为谨慎，这与其在HBM领域的激进投入形成对比。</p><p>据报道，三星与SK海力士计划放缓2025年对先进NAND的投资步伐，将企业资金更多集中于DRAM和HBM领域。例如，三星在西安工厂的第9代NAND转换投资规模很小，并且推迟了在V9 NAND中导入混合键合技术的计划。</p><p>耐人寻味的是，三星将混合键合技术在NAND的应用计划搁置，却将同类型技术全力押注HBM量产——资源倾斜背后的战略优先级不言而喻。</p><p>而SK海力士凭借对英伟达HBM的近乎垄断，正采取一种 “精耕细作” 的策略发展其NAND业务：在NAND尖端技术研发上持续投入以保持竞争力，但在产能分配和资源倾斜上，确实在一定程度上受到了HBM和DRAM业务的挤压。</p><p>SK海力士已在NAND技术上取得重大突破，开始量产全球首款321层2Tb QLC NAND闪存。与之前的产品相比，这款新闪存不仅容量翻倍，还通过架构优化实现了传输速度翻倍和显著的能效提升。公司计划将其首先应用于PC SSD，随后逐步推广至数据中心的企业级SSD和智能手机存储，并明确瞄准了AI数据中心市场。此外，SK海力士也已着手开发400层以上的NAND技术，计划在2025年末完成量产准备。</p><p>尽管技术上高歌猛进，但SK海士在产能和资源分配上确实向HBM和DRAM有所倾斜。为了满足AI巨头对HBM的爆炸性需求，SK海力士正在全力扩充HBM产能。</p><ul style=\"list-style-type: disc;\"><li><p><strong>产能转换：</strong>由于新建晶圆厂周期长，SK海力士选择通过改造部分现有的NAND产线来增加HBM的后工序产能。这直接表明，在有限的工厂空间内，NAND产能为更高利润的HBM让了路。</p></li><li><p><strong>战略倾向：</strong>SK海力士对NAND的资本支出态度相对保守。这主要是因为当前DRAM（尤其是HBM）的利润率远高于NAND，且消费电子市场对NAND的需求相对疲软。因此，公司将宝贵的资源优先投入到了DRAM和HBM的扩产中。</p></li></ul><p>总而言之，SK海力士并未放弃在NAND领域的竞争，而是选择通过技术突破来维持其市场地位。但在资源的天平上，当前无疑更倾向于将产能和资本分配给正处于风口、利润也更丰厚的HBM业务。</p><p>此外，美日存储厂商的NAND业务也在收缩战线与被动承压。其中，美光退出移动NAND市场的决策震动业界。“我们必须在AI内存浪潮中抢占制高点。”其CEO桑杰·梅赫罗特拉在财报会议中的表态，揭开了残酷的算术题：同等资本投入DRAM/HBM的回报率已是NAND的2.3倍。而日本厂商，铠侠与西部数据合并案的反复拉锯，使其在层数竞赛中逐渐掉队，200层以上产能占比稍显不足。</p><p>综合来看，各家存储厂商不仅在“层数”上拼命卷，还在架构设计上分出流派。未来，厂商需在技术突破与市场需求间精准把控，同时探索3D NAND与HBM、AI存储的协同应用，推动存储行业向更高效率、更低成本方向发展。</p><p><strong>HBF：NAND产业的“HBM时刻”</strong></p><p>面对HBM在DRAM领域取得的巨大成功，NAND厂商正在积极寻求技术突破，高带宽闪存(HBF)技术应运而生，被视为NAND产业的“HBM时刻”，正点燃NAND行业的“第二增长曲线”竞争。</p><p>据了解，HBF的技术原理与HBM类似，旨在通过颠覆性架构设计打破了传统NAND的性能瓶颈——采用16颗核心芯片垂直堆叠，通过硅通孔（TSV）技术互连，并叠加专用逻辑芯片实现多子阵列并行访问，使单堆叠单元容量达到512GB，是8-Hi HBM3E的21倍。其底层基于SanDisk的BICS 3D NAND架构，并采用CMOS直接键合技术，将存储阵列与逻辑芯片紧密集成，为带宽提升奠定硬件基础。尽管HBF的单比特访问延迟仍无法与DRAM相比，但其主要面向高吞吐量、读取密集型的AI推理任务。</p><p>HBF的技术定位精准填补了市场空白。针对AI推理场景对“高带宽、大容量、低成本”的需求，SanDisk提出“匹配HBM带宽、提供8-16倍容量”的目标，虽未公开具体带宽数据，但通过并行访问架构，有望将延迟降至传统SSD的1/5以下，成为HBM在推理场景的理想补充。同时，为降低客户迁移成本，HBF采用与HBM相似的机械与电气接口，仅需小幅协议调整即可适配现有GPU平台，这种“兼容创新”策略显著提升了技术落地效率。</p><p>从行业现状来看，一场围绕HBF的生态卡位战已悄然打响。</p><p>作为SanDisk的母公司，西部数据正将HBF与自身的Ultrastar SSD产品线整合，计划2026年推出首款搭载HBF的企业级存储解决方案，目标拿下北美云服务商30%以上的推理节点存储订单。三星与铠侠也加速跟进，分别启动“High-Bandwidth NAND”与“Flash-IO Accelerator”项目，前者侧重与HBM的协同调度，后者聚焦低功耗优化，试图在技术路线上形成差异化。SanDisk则通过联手SK海力士推动HBF成为开放标准，组建包含云服务商与芯片厂商的技术顾问委员会，试图以生态主导权压制竞争对手。</p><p>在NAND技术红利消退与需求代际更迭的叠加背景下，当HBF技术尝试打通“存算边界”，这场NAND的生存游戏再次印证了这个更深刻的产业变局——存储芯片的战场，终将从层数竞赛升维至架构革命。</p><p>从HBM的带宽竞速到3D NAND的层数突破，再到HBF的架构创新，存储产业的“三维革命”本质是一场技术深耕的持久战。国际巨头凭借多年技术积累仍占据主导地位——三星的垂直整合能力、SK海力士的HBM市占优势、美光的汽车存储布局，共同构成了现有产业格局的基石。</p><p>未来，技术话语权将成为竞争的核心。HBM4标准的落地将引发新一轮产能竞赛，3D NAND的混合键合技术可能成为400层以上产品的标配，HBF则需要在写入寿命与延迟控制上实现突破。</p><p>对于厂商而言，单纯的层数或带宽比拼已不足够，只有将技术创新与生态绑定、场景适配相结合，才能在AI驱动的存储新周期中站稳脚跟。而每一次技术突破，都在重新定义存储与算力的边界。</p><p><strong>周期预判：结构性机遇下的复苏与博弈</strong></p><p>当前存储芯片市场的强劲涨势，尤其是HBM的爆发性增长，让“超级周期”成为热议焦点。</p><p>对于存储行业的周期走向，分析机构与巨头的预判共同指向“非典型复苏”，即这并非传统3-5年库存周期的简单重复，而是AI驱动的结构性增长与行业固有周期属性交织的新格局，但“超级周期”的成色仍取决于多项因素的考量与博弈。</p><p>首先，驱动此次周期的核心“定数”在于AI需求引发的产业逻辑重构。这不仅是需求的扩张，更是需求的结构性变革。存储巨头们的战略重心已清晰地向HBM、高速DDR5等高附加值产品倾斜。同时，AI服务器和数据中心的需求激增，也推动了存储芯片市场的发展。为满足AI巨头们如OpenAI“星际之门”项目的庞大需求，全球HBM产能正被加速构建。这种产能的“战略转移”导致传统存储类别如DDR4面临供给紧张，价格出现异常上行。</p><p>Yole Group数据显示，2025年全球存储收入有望达2000亿美元，同比增长18%，AI服务器的eSSD、服务器DRAM与HBM需求构成核心拉动力。而摩根士丹利指出，“带宽决定性能”的技术范式转移，使企业级资本开支的刚性远超消费端波动，为周期长度与强度提供了关键支撑。</p><p>其次，原厂策略调整与周期属性，构成了平衡周期节奏的核心“变数”。经历过2023年库存危机后，三星、SK海力士、美光等巨头转向“精准减产+高端倾斜”策略，DDR4等传统产能收缩与AI存储需求扩张形成结构性失衡，推动四季度DDR5 RDIMM价格上涨10%-15%。这种供需调节使行业从全面过剩转向紧平衡，但消费端疲软仍存，智能手机存储升级放缓可能压制中低端产品涨幅，限制周期的全面爆发。</p><p>另外，地缘政治与供应链风险，则为周期增添了最大不确定性。国际巨头在HBM与先进封装领域的技术垄断，叠加供应链限制，使国产企业虽获导入窗口，却难以快速突破高端环节。国产替代虽加速，但HBM领域的技术代差仍可能分流周期红利。</p><p>更关键的是，稀土禁运、先进设备和材料出口管制、关税提升等制裁措施或将为存储芯片产业周期注入显著不确定性，既可能延缓复苏节奏，也可能加速结构性变革。贸易制裁在短期内可能扰乱正常的市场供需和库存消化节奏，甚至引发囤货潮，给产业周期的判断带来变数。从中长期看，地缘政治因素已成为影响存储芯片产业格局的重要变量，传统的周期模型需要纳入制裁等政策性风险。</p><p>整体来看，断言单一的“超级周期”或许过于乐观，存储市场更可能步入一个“结构性超级周期”，其特点是AI驱动的高性能存储芯片领域持续高热，而传统市场则在其涟漪效应中波动前行。</p><p>短期来看，由AI需求和高附加值产品产能挤占带来的涨价动力依然强劲。但长期而言，行业最终会走向新的供需平衡。此次复苏的最终形态，将取决于AI需求的持久力、全球产能分配的调整，以及地缘政治等多重变量的复杂互动。</p><p>对于行业参与者而言，竞争的核心已不再是简单的产能扩张，而是在这场由AI引领的变革中，能否精准把握技术演进与市场格局重构的节奏，做出前瞻性的战略布局。于全球巨头而言，这是巩固技术溢价的机遇；对国产企业来讲，这也是缩小差距的关键窗口，存储周期的最终形态，将由技术突破速度、需求持久力与供应链博弈结果共同书写。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储芯片“超级周期”，真的来了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储芯片“超级周期”，真的来了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time\">2025-10-12 09:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近期，全球存储芯片市场持续释放积极信号。</p><p>三星、美光、SK海力士等行业巨头相继宣布提价，DRAM产品涨幅普遍达15%-30%，NAND闪存价格亦上调5%-10%，部分厂商甚至暂停报价以应对供应紧张；从市场端看，DDR4内存半年累计涨幅超200%，HDD、SSD、HBM等产品因AI需求爆发陷入供不应求。</p><p>与此同时，资本市场反应热烈，美光近一个月股价涨约60%，铠侠、闪迪涨幅超100%，A股相关概念股也随之拉升，展现出市场对存储板块的强烈信心。</p><p>在此背景下，摩根士丹利研报指出，AI驱动下存储行业供需失衡加剧，预计将开启持续数年的“超级周期”，到2027年全球存储市场规模有望向3000亿美元迈进，存储芯片行业或正迎来新一轮产业周期的起点。</p><p><strong>半导体行业“风向标”，逻辑生变</strong></p><p>存储芯片作为半导体行业的“风向标”，其周期性波动始终是观察产业景气度的关键窗口。</p><p>复盘近十年来三轮核心周期可见，存储行业的典型周期时长约为3-4年，且每一轮周期都由不同需求与技术变革驱动：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01034143f9e64148f0939668157c878f\" alt=\"图源：野村证券\" title=\"图源：野村证券\" tg-width=\"1080\" tg-height=\"588\"/><span>图源：野村证券</span></p><ul style=\"\"><li><p>2016-2019年，DDR4技术迭代叠加手机游戏需求爆发，推动存储价格累计涨幅超100%；</p></li></ul><ul style=\"list-style-type: disc;\"><li><p>2020-2023年，全球疫情催生的远程办公与数据中心需求先拉动价格上涨，后又因需求疲软与产能过剩陷入调整，累计跌幅超50%；</p></li><li><p>2024年至今，AI算力基建与HBM技术革命成为新引擎，直接改写了传统周期逻辑。</p></li></ul><p>需要注意的是，与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心——HBM价格年内暴涨500%，DDR4价格涨幅超50%，高端存储产品“量价齐升”的同时，利基市场国产替代也在加速。</p><p>更关键的是，AI数据中心对存储产能的“吞噬式需求”，让全产业链呈现罕见的全品类普涨态势：从消费级NVMe SSD、DDR4内存条，到企业级存储系统与大容量HDD，价格同步攀升。</p><p>这种结构性变化正在重塑存储产业的传统周期模型。据CFM闪存市场预测，2025年全球存储市场规模有望达到1932亿美元，将创下历史最高记录。存储芯片行业，似乎开启了由AI驱动的全新产业周期。</p><p><strong>AI重构存储“供需新规则”</strong></p><p>AI技术的爆发式演进不仅是存储需求的“超级引擎”，更在深层次重构全球存储芯片市场的“供需新规则”，推动行业迈入前所未有的变革周期。</p><p>从市场供需逻辑来看，AI正以颠覆性力量催生结构性存储缺口。这种缺口并非简单的数量增长，而是由性能与容量双重诉求驱动的质的飞跃。据美光数据显示，AI服务器的DRAM容量需求是普通服务器的8倍，NAND 容量需求则达到3倍，单台AI服务器存储需求更是高达2TB，远超传统服务器的配置标准。</p><p>更关键的是，AI大模型“训练-推理-再训练”的正循环，使得数据存储需求呈现持续放大的态势，一个GPU节点就可能消耗数百GB DRAM和数TB闪存，超大规模数据中心的需求规模更是呈指数级扩张。</p><p>这种需求爆发在核心项目上体现得尤为极致，以OpenAI的“星际之门”(Stargate)项目为例，该项目与三星、SK海力士达成合作，每月需采购90万片DRAM晶圆，这一数字相当于全球DRAM总产量的近40%，这种规模的单一订单，彻底改变了原有的市场平衡。而四家云巨头对AI相关NAND的订单也已达200EB，远超2026年150EB的原预期。</p><p>全球存储市场已然清晰感知到：人工智能正在重构行业运行的底层逻辑。</p><p>与此同时，需求激增直接推高了存储芯片在AI基建中的成本占比，尤其是高性能存储成为成本核心。以HBM为例，其单颗价格突破5000美元，是传统DDR5内存的20倍，而毛利率却高达50%-60%，远超传统DRAM 30%左右的水平。由于每一块HBM都需针对特定AI GPU定制，客户需提前一年下单锁定产能，这种“定制化+长周期”的订货模式，进一步凸显了其战略价值。</p><p>同时，NAND闪存的成本权重也在上升，随着HDD供应短缺导致近线存储加速向QLC SSD迁移，多家超大规模云厂商的大额追加订单，使得企业级SSD成为数据中心建设的刚需，存储芯片已从原来的辅助组件升级为成本核心，成为左右厂商利润的关键变量。</p><p>在此背景下，HBM、DRAM与NAND等高性能存储资源成为行业必争的战略资源。从市场规模看，摩根士丹利预测全球HBM市场将从2023年的30亿美元飙升至2027年的530亿美元，年复合增长率超100%；而NAND市场虽起步更早，但AI推理需求的爆发使其焕发新生，从上述提到的四家云巨头订单预测变动能看到，供需缺口显著。</p><p>产能端的稀缺性更显突出：美光2026年底前的HBM产能已全部预售完毕，SK海力士12层堆叠HBM3e产品即便良率仅75%，2026年产能也被英伟达、AMD等企业锁定，三星下一代V9 NAND未发布便订单满额，供需紧张态势可见一斑。</p><p><strong>存储芯片行业剧变：</strong></p><p><strong>价格、产能与技术的全方位革新</strong></p><p>供需规则的重构，迅速传导为行业层面的剧烈变革，存储价格飙升成为最直观的市场信号。</p><p>从2025年9月以来，全球存储巨头密集发布涨价通知，形成“集体提价潮”：三星宣布第四季度DRAM价格上调15%-30%，NAND价格上调5%-10%；美光更是将存储产品价格拉高20%-30%，并暂停报价一周以消化涨幅；闪迪对全渠道NAND产品提价10%以上，群联恢复报价后涨幅约10%，被视为NAND涨价的明确信号。</p><p>此外，现货市场反应更为激烈，DDR4芯片半年累计涨幅超200%，2025年Q2单月涨幅一度达53%，出现与DDR5价格倒挂的罕见现象；NAND晶圆现货价格在10月环比上涨9%-11%，服务器eSSD价格预计四季度涨幅将超10%。</p><p>高盛与TrendForce等机构预测，这种涨势将持续至2026年，DRAM四季度环比涨幅或达8%-13%，NAND则为5%-10%，若计入HBM，涨幅将进一步扩大。</p><p>进一步来看，价格飙升的背后，是全球存储巨头的产能战略性倾斜。</p><p>三星、SK海力士、美光三大寡头摒弃了过去“规模优先”的策略，转向“利润优先”，将先进制程产能集中投向高附加值产品。DRAM领域，三星率先停止DDR4生产，SK海力士计划将DDR4产能压缩至20%，美光与SK海力士年底便停止接收LPDDR4X新订单，所有资源向DDR5与HBM倾斜；NAND市场，厂商纷纷缩减消费级产能，将产能转向企业级3D QLC产品。</p><p>这种结构性倾斜导致了市场“冰火两重天”：高端HBM与DDR5供不应求，中低端DDR4因减产速度超过需求下降速度，出现严重供需错配。对此，群联电子CEO直言，这种资本支出转向将导致NAND未来十年供应持续紧张，2026年便将面临严重短缺。</p><p>产能倾斜与需求倒逼共同推动了存储技术的加速突破，成为行业变革的核心动力。其中，HBM领域的技术迭代最为迅猛，据了解，2025年全球HBM总产能已增至54万片，同比激增105%，但仍难以填补AI带来的需求缺口。SK海力士已建成HBM4量产体系，预计将占据HBM4市场60%以上份额，三星、美光等厂商也在加紧筹备HBM4量产，力争抢占英伟达、AMD认证先机，而国内相关厂商也在加速突破，国产替代窗口期持续扩大。</p><p>总的来看，这场由AI引发的产业新变革，彻底打破了存储行业传统的“供需博弈”周期逻辑，形成了“AI需求牵引-产能高端倾斜-技术迭代加速-价格结构性上涨”的新闭环。从HBM的一芯难求到NAND的从白菜价到紧俏货，从巨头的产能重构到国产厂商的突围，存储芯片市场正经历着新一轮的深度重塑，将存储芯片从标准化大宗商品，重塑为影响算力发展的战略性资源，标志着产业已进入一个由技术迭代与需求爆发共同定义的全新时代。</p><p><strong>存储芯片“三维革命”：</strong></p><p><strong>技术竞速与巨头格局重塑</strong></p><p>当前存储产业的变革不仅体现在市场供需层面，更在技术维度展开着一场深刻的“三维革命”。HBM的带宽竞赛进入白热化阶段，3D NAND的堆叠层数不断刷新上限，HBF技术的横空出世则点燃了新赛道的竞争火种。</p><p>这场围绕垂直堆叠、高速互联与架构创新的技术深耕，正重塑全球存储产业的竞争格局，巨头们的每一步布局都关乎未来数年的行业话语权。</p><p><strong>HBM：带宽竞赛与标准主导权争夺</strong></p><p>HBM作为AI算力的关键核心，其核心突破在于2.5D/3D堆叠和硅通孔(TSV)技术的创新应用。通过将多个DRAM芯片垂直堆叠并与GPU/CPU通过中介层互联，HBM成功突破了传统封装技术的限制。以英伟达H200搭载的HBM3E为例，其带宽高达4.8TB/s，完美解决了AI芯片面临的“内存墙”瓶颈。</p><p>然而，HBM的技术迭代速度与竞争激烈程度远超传统存储领域。</p><p>2025年4月，JEDEC固态技术协会正式发布HBM4标准（JESD270-4），将这一赛道的技术门槛推向新高度——采用2048位超宽接口，传输速率达8GB/s，总带宽突破2TB/s，较此前SK海力士宣称的1.5TB/s再提升33%。</p><p>更关键的是，HBM4将独立通道数量从16个翻倍至32个，同时引入0.7V-0.9V的低电压选项，在性能跃升的同时实现了能效优化，完美适配下一代生成式AI与高性能计算需求。</p><p>标准确立背后，是国际巨头的贴身博弈。</p><p>从市场格局来看，SK海力士凭借在HBM3和HBM3E领域的领先优势，目前占据全球HBM市场约60%的份额，成为英伟达H100/H200芯片的独家供应商。凭借先发优势持续领跑，SK海力士在2025年3月率先发布12层堆叠的HBM4样品，采用Advanced MR-MUF封装技术，单堆栈容量可达64GB，且已启动与英伟达下一代GPU的适配测试，试图延续其独家供应优势。</p><p>三星则依托垂直整合能力加速追赶，计划2025年下半年启动HBM4量产，采用4nm逻辑芯片工艺与10nm DRAM制程，目标在良率与成本控制上形成突破，夺回被侵蚀的市场份额。美光虽暂未公开HBM4进展，但通过聚焦汽车与边缘计算领域的HBM3E变体产品，正构建差异化竞争壁垒。其1β工艺LPDDR5X芯片已通过特斯拉认证，在该细分领域市占率达35%。</p><p>摩根大通指出，技术突破使得HBM在2027年占DRAM总产值比重将达43%，AI相关应用占DRAM市场规模更是高达53%，技术红利正成为超级周期的核心支撑。</p><p>三大巨头角力的同时，国产力量的崛起也在为这场竞争注入新变量，引领着中国在高端存储领域从“技术跟随”向“自主创新”跨越。</p><p><strong>3D NAND的堆叠竞赛与现实困境</strong></p><p>如果说HBM的核心是“速度革命”，3D NAND的突破则聚焦于“空间革命”。</p><p>堆叠层数的持续提升成为厂商比拼的核心指标，这一技术突破意味着在单位面积内可容纳的存储容量再创新高，为AI数据中心需要的大容量存储需求提供了保障。</p><p>TechInsights展示了各大厂商在 3D NAND位密度（bit density） 上的演进趋势，横轴是堆叠层数，纵轴是单位面积的存储密度。可以看到，层数越高，代表技术越先进，也能带来更高的存储密度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ce8bcff40702b4061552b3801fa2cd3\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"604\"/></p><p>能看到，三星、美光、SK海力士、铠侠/WD、Solidigm等存储巨头都在稳步提升3D NAND闪存堆叠层数，整体趋势非常明显：从200层到300层的跨越，将带来更高的容量和更强的竞争力。</p><p>谁能把层数和密度拉满，谁就能在NAND这场“堆积木比赛”中领先。未来几年，276层、300层甚至更高层数的NAND将陆续登场，存储市场的竞争只会越来越激烈。</p><p>但从产业实际现状来看，在DRAM/HBM需求高涨的聚光灯下，NAND产业的生存空间正被挤压，迫使各大厂商纷纷调整航向，将战略重心转向更具潜力的赛道。</p><p>三星的V10 NAND本是技术皇冠上的明珠，在技术层面，三星的V10 NAND计划在2026年10月正式量产，这款产品被视为技术上的重大飞跃，它将具备400层以上的活性层（据悉为430层），接口速度提升至5.6GT/s，旨在与PCIe Gen6主控协同发力数据中心市场。此外，为应对AI应用对高性能存储的需求，三星已重启专为AI优化的Z-NAND开发，目标性能提升最高15倍，功耗降低80%。</p><p>尽管技术上高歌猛进，但三星在NAND的产能投资和先进技术导入上显得颇为谨慎，这与其在HBM领域的激进投入形成对比。</p><p>据报道，三星与SK海力士计划放缓2025年对先进NAND的投资步伐，将企业资金更多集中于DRAM和HBM领域。例如，三星在西安工厂的第9代NAND转换投资规模很小，并且推迟了在V9 NAND中导入混合键合技术的计划。</p><p>耐人寻味的是，三星将混合键合技术在NAND的应用计划搁置，却将同类型技术全力押注HBM量产——资源倾斜背后的战略优先级不言而喻。</p><p>而SK海力士凭借对英伟达HBM的近乎垄断，正采取一种 “精耕细作” 的策略发展其NAND业务：在NAND尖端技术研发上持续投入以保持竞争力，但在产能分配和资源倾斜上，确实在一定程度上受到了HBM和DRAM业务的挤压。</p><p>SK海力士已在NAND技术上取得重大突破，开始量产全球首款321层2Tb QLC NAND闪存。与之前的产品相比，这款新闪存不仅容量翻倍，还通过架构优化实现了传输速度翻倍和显著的能效提升。公司计划将其首先应用于PC SSD，随后逐步推广至数据中心的企业级SSD和智能手机存储，并明确瞄准了AI数据中心市场。此外，SK海力士也已着手开发400层以上的NAND技术，计划在2025年末完成量产准备。</p><p>尽管技术上高歌猛进，但SK海士在产能和资源分配上确实向HBM和DRAM有所倾斜。为了满足AI巨头对HBM的爆炸性需求，SK海力士正在全力扩充HBM产能。</p><ul style=\"list-style-type: disc;\"><li><p><strong>产能转换：</strong>由于新建晶圆厂周期长，SK海力士选择通过改造部分现有的NAND产线来增加HBM的后工序产能。这直接表明，在有限的工厂空间内，NAND产能为更高利润的HBM让了路。</p></li><li><p><strong>战略倾向：</strong>SK海力士对NAND的资本支出态度相对保守。这主要是因为当前DRAM（尤其是HBM）的利润率远高于NAND，且消费电子市场对NAND的需求相对疲软。因此，公司将宝贵的资源优先投入到了DRAM和HBM的扩产中。</p></li></ul><p>总而言之，SK海力士并未放弃在NAND领域的竞争，而是选择通过技术突破来维持其市场地位。但在资源的天平上，当前无疑更倾向于将产能和资本分配给正处于风口、利润也更丰厚的HBM业务。</p><p>此外，美日存储厂商的NAND业务也在收缩战线与被动承压。其中，美光退出移动NAND市场的决策震动业界。“我们必须在AI内存浪潮中抢占制高点。”其CEO桑杰·梅赫罗特拉在财报会议中的表态，揭开了残酷的算术题：同等资本投入DRAM/HBM的回报率已是NAND的2.3倍。而日本厂商，铠侠与西部数据合并案的反复拉锯，使其在层数竞赛中逐渐掉队，200层以上产能占比稍显不足。</p><p>综合来看，各家存储厂商不仅在“层数”上拼命卷，还在架构设计上分出流派。未来，厂商需在技术突破与市场需求间精准把控，同时探索3D NAND与HBM、AI存储的协同应用，推动存储行业向更高效率、更低成本方向发展。</p><p><strong>HBF：NAND产业的“HBM时刻”</strong></p><p>面对HBM在DRAM领域取得的巨大成功，NAND厂商正在积极寻求技术突破，高带宽闪存(HBF)技术应运而生，被视为NAND产业的“HBM时刻”，正点燃NAND行业的“第二增长曲线”竞争。</p><p>据了解，HBF的技术原理与HBM类似，旨在通过颠覆性架构设计打破了传统NAND的性能瓶颈——采用16颗核心芯片垂直堆叠，通过硅通孔（TSV）技术互连，并叠加专用逻辑芯片实现多子阵列并行访问，使单堆叠单元容量达到512GB，是8-Hi HBM3E的21倍。其底层基于SanDisk的BICS 3D NAND架构，并采用CMOS直接键合技术，将存储阵列与逻辑芯片紧密集成，为带宽提升奠定硬件基础。尽管HBF的单比特访问延迟仍无法与DRAM相比，但其主要面向高吞吐量、读取密集型的AI推理任务。</p><p>HBF的技术定位精准填补了市场空白。针对AI推理场景对“高带宽、大容量、低成本”的需求，SanDisk提出“匹配HBM带宽、提供8-16倍容量”的目标，虽未公开具体带宽数据，但通过并行访问架构，有望将延迟降至传统SSD的1/5以下，成为HBM在推理场景的理想补充。同时，为降低客户迁移成本，HBF采用与HBM相似的机械与电气接口，仅需小幅协议调整即可适配现有GPU平台，这种“兼容创新”策略显著提升了技术落地效率。</p><p>从行业现状来看，一场围绕HBF的生态卡位战已悄然打响。</p><p>作为SanDisk的母公司，西部数据正将HBF与自身的Ultrastar SSD产品线整合，计划2026年推出首款搭载HBF的企业级存储解决方案，目标拿下北美云服务商30%以上的推理节点存储订单。三星与铠侠也加速跟进，分别启动“High-Bandwidth NAND”与“Flash-IO Accelerator”项目，前者侧重与HBM的协同调度，后者聚焦低功耗优化，试图在技术路线上形成差异化。SanDisk则通过联手SK海力士推动HBF成为开放标准，组建包含云服务商与芯片厂商的技术顾问委员会，试图以生态主导权压制竞争对手。</p><p>在NAND技术红利消退与需求代际更迭的叠加背景下，当HBF技术尝试打通“存算边界”，这场NAND的生存游戏再次印证了这个更深刻的产业变局——存储芯片的战场，终将从层数竞赛升维至架构革命。</p><p>从HBM的带宽竞速到3D NAND的层数突破，再到HBF的架构创新，存储产业的“三维革命”本质是一场技术深耕的持久战。国际巨头凭借多年技术积累仍占据主导地位——三星的垂直整合能力、SK海力士的HBM市占优势、美光的汽车存储布局，共同构成了现有产业格局的基石。</p><p>未来，技术话语权将成为竞争的核心。HBM4标准的落地将引发新一轮产能竞赛，3D NAND的混合键合技术可能成为400层以上产品的标配，HBF则需要在写入寿命与延迟控制上实现突破。</p><p>对于厂商而言，单纯的层数或带宽比拼已不足够，只有将技术创新与生态绑定、场景适配相结合，才能在AI驱动的存储新周期中站稳脚跟。而每一次技术突破，都在重新定义存储与算力的边界。</p><p><strong>周期预判：结构性机遇下的复苏与博弈</strong></p><p>当前存储芯片市场的强劲涨势，尤其是HBM的爆发性增长，让“超级周期”成为热议焦点。</p><p>对于存储行业的周期走向，分析机构与巨头的预判共同指向“非典型复苏”，即这并非传统3-5年库存周期的简单重复，而是AI驱动的结构性增长与行业固有周期属性交织的新格局，但“超级周期”的成色仍取决于多项因素的考量与博弈。</p><p>首先，驱动此次周期的核心“定数”在于AI需求引发的产业逻辑重构。这不仅是需求的扩张，更是需求的结构性变革。存储巨头们的战略重心已清晰地向HBM、高速DDR5等高附加值产品倾斜。同时，AI服务器和数据中心的需求激增，也推动了存储芯片市场的发展。为满足AI巨头们如OpenAI“星际之门”项目的庞大需求，全球HBM产能正被加速构建。这种产能的“战略转移”导致传统存储类别如DDR4面临供给紧张，价格出现异常上行。</p><p>Yole Group数据显示，2025年全球存储收入有望达2000亿美元，同比增长18%，AI服务器的eSSD、服务器DRAM与HBM需求构成核心拉动力。而摩根士丹利指出，“带宽决定性能”的技术范式转移，使企业级资本开支的刚性远超消费端波动，为周期长度与强度提供了关键支撑。</p><p>其次，原厂策略调整与周期属性，构成了平衡周期节奏的核心“变数”。经历过2023年库存危机后，三星、SK海力士、美光等巨头转向“精准减产+高端倾斜”策略，DDR4等传统产能收缩与AI存储需求扩张形成结构性失衡，推动四季度DDR5 RDIMM价格上涨10%-15%。这种供需调节使行业从全面过剩转向紧平衡，但消费端疲软仍存，智能手机存储升级放缓可能压制中低端产品涨幅，限制周期的全面爆发。</p><p>另外，地缘政治与供应链风险，则为周期增添了最大不确定性。国际巨头在HBM与先进封装领域的技术垄断，叠加供应链限制，使国产企业虽获导入窗口，却难以快速突破高端环节。国产替代虽加速，但HBM领域的技术代差仍可能分流周期红利。</p><p>更关键的是，稀土禁运、先进设备和材料出口管制、关税提升等制裁措施或将为存储芯片产业周期注入显著不确定性，既可能延缓复苏节奏，也可能加速结构性变革。贸易制裁在短期内可能扰乱正常的市场供需和库存消化节奏，甚至引发囤货潮，给产业周期的判断带来变数。从中长期看，地缘政治因素已成为影响存储芯片产业格局的重要变量，传统的周期模型需要纳入制裁等政策性风险。</p><p>整体来看，断言单一的“超级周期”或许过于乐观，存储市场更可能步入一个“结构性超级周期”，其特点是AI驱动的高性能存储芯片领域持续高热，而传统市场则在其涟漪效应中波动前行。</p><p>短期来看，由AI需求和高附加值产品产能挤占带来的涨价动力依然强劲。但长期而言，行业最终会走向新的供需平衡。此次复苏的最终形态，将取决于AI需求的持久力、全球产能分配的调整，以及地缘政治等多重变量的复杂互动。</p><p>对于行业参与者而言，竞争的核心已不再是简单的产能扩张，而是在这场由AI引领的变革中，能否精准把握技术演进与市场格局重构的节奏，做出前瞻性的战略布局。于全球巨头而言，这是巩固技术溢价的机遇；对国产企业来讲，这也是缩小差距的关键窗口，存储周期的最终形态，将由技术突破速度、需求持久力与供应链博弈结果共同书写。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SNDK":"闪迪","WDC":"西部数据","STX":"希捷科技","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150047552","content_text":"近期，全球存储芯片市场持续释放积极信号。三星、美光、SK海力士等行业巨头相继宣布提价，DRAM产品涨幅普遍达15%-30%，NAND闪存价格亦上调5%-10%，部分厂商甚至暂停报价以应对供应紧张；从市场端看，DDR4内存半年累计涨幅超200%，HDD、SSD、HBM等产品因AI需求爆发陷入供不应求。与此同时，资本市场反应热烈，美光近一个月股价涨约60%，铠侠、闪迪涨幅超100%，A股相关概念股也随之拉升，展现出市场对存储板块的强烈信心。在此背景下，摩根士丹利研报指出，AI驱动下存储行业供需失衡加剧，预计将开启持续数年的“超级周期”，到2027年全球存储市场规模有望向3000亿美元迈进，存储芯片行业或正迎来新一轮产业周期的起点。半导体行业“风向标”，逻辑生变存储芯片作为半导体行业的“风向标”，其周期性波动始终是观察产业景气度的关键窗口。复盘近十年来三轮核心周期可见，存储行业的典型周期时长约为3-4年，且每一轮周期都由不同需求与技术变革驱动：图源：野村证券2016-2019年，DDR4技术迭代叠加手机游戏需求爆发，推动存储价格累计涨幅超100%；2020-2023年，全球疫情催生的远程办公与数据中心需求先拉动价格上涨，后又因需求疲软与产能过剩陷入调整，累计跌幅超50%；2024年至今，AI算力基建与HBM技术革命成为新引擎，直接改写了传统周期逻辑。需要注意的是，与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心——HBM价格年内暴涨500%，DDR4价格涨幅超50%，高端存储产品“量价齐升”的同时，利基市场国产替代也在加速。更关键的是，AI数据中心对存储产能的“吞噬式需求”，让全产业链呈现罕见的全品类普涨态势：从消费级NVMe SSD、DDR4内存条，到企业级存储系统与大容量HDD，价格同步攀升。这种结构性变化正在重塑存储产业的传统周期模型。据CFM闪存市场预测，2025年全球存储市场规模有望达到1932亿美元，将创下历史最高记录。存储芯片行业，似乎开启了由AI驱动的全新产业周期。AI重构存储“供需新规则”AI技术的爆发式演进不仅是存储需求的“超级引擎”，更在深层次重构全球存储芯片市场的“供需新规则”，推动行业迈入前所未有的变革周期。从市场供需逻辑来看，AI正以颠覆性力量催生结构性存储缺口。这种缺口并非简单的数量增长，而是由性能与容量双重诉求驱动的质的飞跃。据美光数据显示，AI服务器的DRAM容量需求是普通服务器的8倍，NAND 容量需求则达到3倍，单台AI服务器存储需求更是高达2TB，远超传统服务器的配置标准。更关键的是，AI大模型“训练-推理-再训练”的正循环，使得数据存储需求呈现持续放大的态势，一个GPU节点就可能消耗数百GB DRAM和数TB闪存，超大规模数据中心的需求规模更是呈指数级扩张。这种需求爆发在核心项目上体现得尤为极致，以OpenAI的“星际之门”(Stargate)项目为例，该项目与三星、SK海力士达成合作，每月需采购90万片DRAM晶圆，这一数字相当于全球DRAM总产量的近40%，这种规模的单一订单，彻底改变了原有的市场平衡。而四家云巨头对AI相关NAND的订单也已达200EB，远超2026年150EB的原预期。全球存储市场已然清晰感知到：人工智能正在重构行业运行的底层逻辑。与此同时，需求激增直接推高了存储芯片在AI基建中的成本占比，尤其是高性能存储成为成本核心。以HBM为例，其单颗价格突破5000美元，是传统DDR5内存的20倍，而毛利率却高达50%-60%，远超传统DRAM 30%左右的水平。由于每一块HBM都需针对特定AI GPU定制，客户需提前一年下单锁定产能，这种“定制化+长周期”的订货模式，进一步凸显了其战略价值。同时，NAND闪存的成本权重也在上升，随着HDD供应短缺导致近线存储加速向QLC SSD迁移，多家超大规模云厂商的大额追加订单，使得企业级SSD成为数据中心建设的刚需，存储芯片已从原来的辅助组件升级为成本核心，成为左右厂商利润的关键变量。在此背景下，HBM、DRAM与NAND等高性能存储资源成为行业必争的战略资源。从市场规模看，摩根士丹利预测全球HBM市场将从2023年的30亿美元飙升至2027年的530亿美元，年复合增长率超100%；而NAND市场虽起步更早，但AI推理需求的爆发使其焕发新生，从上述提到的四家云巨头订单预测变动能看到，供需缺口显著。产能端的稀缺性更显突出：美光2026年底前的HBM产能已全部预售完毕，SK海力士12层堆叠HBM3e产品即便良率仅75%，2026年产能也被英伟达、AMD等企业锁定，三星下一代V9 NAND未发布便订单满额，供需紧张态势可见一斑。存储芯片行业剧变：价格、产能与技术的全方位革新供需规则的重构，迅速传导为行业层面的剧烈变革，存储价格飙升成为最直观的市场信号。从2025年9月以来，全球存储巨头密集发布涨价通知，形成“集体提价潮”：三星宣布第四季度DRAM价格上调15%-30%，NAND价格上调5%-10%；美光更是将存储产品价格拉高20%-30%，并暂停报价一周以消化涨幅；闪迪对全渠道NAND产品提价10%以上，群联恢复报价后涨幅约10%，被视为NAND涨价的明确信号。此外，现货市场反应更为激烈，DDR4芯片半年累计涨幅超200%，2025年Q2单月涨幅一度达53%，出现与DDR5价格倒挂的罕见现象；NAND晶圆现货价格在10月环比上涨9%-11%，服务器eSSD价格预计四季度涨幅将超10%。高盛与TrendForce等机构预测，这种涨势将持续至2026年，DRAM四季度环比涨幅或达8%-13%，NAND则为5%-10%，若计入HBM，涨幅将进一步扩大。进一步来看，价格飙升的背后，是全球存储巨头的产能战略性倾斜。三星、SK海力士、美光三大寡头摒弃了过去“规模优先”的策略，转向“利润优先”，将先进制程产能集中投向高附加值产品。DRAM领域，三星率先停止DDR4生产，SK海力士计划将DDR4产能压缩至20%，美光与SK海力士年底便停止接收LPDDR4X新订单，所有资源向DDR5与HBM倾斜；NAND市场，厂商纷纷缩减消费级产能，将产能转向企业级3D QLC产品。这种结构性倾斜导致了市场“冰火两重天”：高端HBM与DDR5供不应求，中低端DDR4因减产速度超过需求下降速度，出现严重供需错配。对此，群联电子CEO直言，这种资本支出转向将导致NAND未来十年供应持续紧张，2026年便将面临严重短缺。产能倾斜与需求倒逼共同推动了存储技术的加速突破，成为行业变革的核心动力。其中，HBM领域的技术迭代最为迅猛，据了解，2025年全球HBM总产能已增至54万片，同比激增105%，但仍难以填补AI带来的需求缺口。SK海力士已建成HBM4量产体系，预计将占据HBM4市场60%以上份额，三星、美光等厂商也在加紧筹备HBM4量产，力争抢占英伟达、AMD认证先机，而国内相关厂商也在加速突破，国产替代窗口期持续扩大。总的来看，这场由AI引发的产业新变革，彻底打破了存储行业传统的“供需博弈”周期逻辑，形成了“AI需求牵引-产能高端倾斜-技术迭代加速-价格结构性上涨”的新闭环。从HBM的一芯难求到NAND的从白菜价到紧俏货，从巨头的产能重构到国产厂商的突围，存储芯片市场正经历着新一轮的深度重塑，将存储芯片从标准化大宗商品，重塑为影响算力发展的战略性资源，标志着产业已进入一个由技术迭代与需求爆发共同定义的全新时代。存储芯片“三维革命”：技术竞速与巨头格局重塑当前存储产业的变革不仅体现在市场供需层面，更在技术维度展开着一场深刻的“三维革命”。HBM的带宽竞赛进入白热化阶段，3D NAND的堆叠层数不断刷新上限，HBF技术的横空出世则点燃了新赛道的竞争火种。这场围绕垂直堆叠、高速互联与架构创新的技术深耕，正重塑全球存储产业的竞争格局，巨头们的每一步布局都关乎未来数年的行业话语权。HBM：带宽竞赛与标准主导权争夺HBM作为AI算力的关键核心，其核心突破在于2.5D/3D堆叠和硅通孔(TSV)技术的创新应用。通过将多个DRAM芯片垂直堆叠并与GPU/CPU通过中介层互联，HBM成功突破了传统封装技术的限制。以英伟达H200搭载的HBM3E为例，其带宽高达4.8TB/s，完美解决了AI芯片面临的“内存墙”瓶颈。然而，HBM的技术迭代速度与竞争激烈程度远超传统存储领域。2025年4月，JEDEC固态技术协会正式发布HBM4标准（JESD270-4），将这一赛道的技术门槛推向新高度——采用2048位超宽接口，传输速率达8GB/s，总带宽突破2TB/s，较此前SK海力士宣称的1.5TB/s再提升33%。更关键的是，HBM4将独立通道数量从16个翻倍至32个，同时引入0.7V-0.9V的低电压选项，在性能跃升的同时实现了能效优化，完美适配下一代生成式AI与高性能计算需求。标准确立背后，是国际巨头的贴身博弈。从市场格局来看，SK海力士凭借在HBM3和HBM3E领域的领先优势，目前占据全球HBM市场约60%的份额，成为英伟达H100/H200芯片的独家供应商。凭借先发优势持续领跑，SK海力士在2025年3月率先发布12层堆叠的HBM4样品，采用Advanced MR-MUF封装技术，单堆栈容量可达64GB，且已启动与英伟达下一代GPU的适配测试，试图延续其独家供应优势。三星则依托垂直整合能力加速追赶，计划2025年下半年启动HBM4量产，采用4nm逻辑芯片工艺与10nm DRAM制程，目标在良率与成本控制上形成突破，夺回被侵蚀的市场份额。美光虽暂未公开HBM4进展，但通过聚焦汽车与边缘计算领域的HBM3E变体产品，正构建差异化竞争壁垒。其1β工艺LPDDR5X芯片已通过特斯拉认证，在该细分领域市占率达35%。摩根大通指出，技术突破使得HBM在2027年占DRAM总产值比重将达43%，AI相关应用占DRAM市场规模更是高达53%，技术红利正成为超级周期的核心支撑。三大巨头角力的同时，国产力量的崛起也在为这场竞争注入新变量，引领着中国在高端存储领域从“技术跟随”向“自主创新”跨越。3D NAND的堆叠竞赛与现实困境如果说HBM的核心是“速度革命”，3D NAND的突破则聚焦于“空间革命”。堆叠层数的持续提升成为厂商比拼的核心指标，这一技术突破意味着在单位面积内可容纳的存储容量再创新高，为AI数据中心需要的大容量存储需求提供了保障。TechInsights展示了各大厂商在 3D NAND位密度（bit density） 上的演进趋势，横轴是堆叠层数，纵轴是单位面积的存储密度。可以看到，层数越高，代表技术越先进，也能带来更高的存储密度。能看到，三星、美光、SK海力士、铠侠/WD、Solidigm等存储巨头都在稳步提升3D NAND闪存堆叠层数，整体趋势非常明显：从200层到300层的跨越，将带来更高的容量和更强的竞争力。谁能把层数和密度拉满，谁就能在NAND这场“堆积木比赛”中领先。未来几年，276层、300层甚至更高层数的NAND将陆续登场，存储市场的竞争只会越来越激烈。但从产业实际现状来看，在DRAM/HBM需求高涨的聚光灯下，NAND产业的生存空间正被挤压，迫使各大厂商纷纷调整航向，将战略重心转向更具潜力的赛道。三星的V10 NAND本是技术皇冠上的明珠，在技术层面，三星的V10 NAND计划在2026年10月正式量产，这款产品被视为技术上的重大飞跃，它将具备400层以上的活性层（据悉为430层），接口速度提升至5.6GT/s，旨在与PCIe Gen6主控协同发力数据中心市场。此外，为应对AI应用对高性能存储的需求，三星已重启专为AI优化的Z-NAND开发，目标性能提升最高15倍，功耗降低80%。尽管技术上高歌猛进，但三星在NAND的产能投资和先进技术导入上显得颇为谨慎，这与其在HBM领域的激进投入形成对比。据报道，三星与SK海力士计划放缓2025年对先进NAND的投资步伐，将企业资金更多集中于DRAM和HBM领域。例如，三星在西安工厂的第9代NAND转换投资规模很小，并且推迟了在V9 NAND中导入混合键合技术的计划。耐人寻味的是，三星将混合键合技术在NAND的应用计划搁置，却将同类型技术全力押注HBM量产——资源倾斜背后的战略优先级不言而喻。而SK海力士凭借对英伟达HBM的近乎垄断，正采取一种 “精耕细作” 的策略发展其NAND业务：在NAND尖端技术研发上持续投入以保持竞争力，但在产能分配和资源倾斜上，确实在一定程度上受到了HBM和DRAM业务的挤压。SK海力士已在NAND技术上取得重大突破，开始量产全球首款321层2Tb QLC NAND闪存。与之前的产品相比，这款新闪存不仅容量翻倍，还通过架构优化实现了传输速度翻倍和显著的能效提升。公司计划将其首先应用于PC SSD，随后逐步推广至数据中心的企业级SSD和智能手机存储，并明确瞄准了AI数据中心市场。此外，SK海力士也已着手开发400层以上的NAND技术，计划在2025年末完成量产准备。尽管技术上高歌猛进，但SK海士在产能和资源分配上确实向HBM和DRAM有所倾斜。为了满足AI巨头对HBM的爆炸性需求，SK海力士正在全力扩充HBM产能。产能转换：由于新建晶圆厂周期长，SK海力士选择通过改造部分现有的NAND产线来增加HBM的后工序产能。这直接表明，在有限的工厂空间内，NAND产能为更高利润的HBM让了路。战略倾向：SK海力士对NAND的资本支出态度相对保守。这主要是因为当前DRAM（尤其是HBM）的利润率远高于NAND，且消费电子市场对NAND的需求相对疲软。因此，公司将宝贵的资源优先投入到了DRAM和HBM的扩产中。总而言之，SK海力士并未放弃在NAND领域的竞争，而是选择通过技术突破来维持其市场地位。但在资源的天平上，当前无疑更倾向于将产能和资本分配给正处于风口、利润也更丰厚的HBM业务。此外，美日存储厂商的NAND业务也在收缩战线与被动承压。其中，美光退出移动NAND市场的决策震动业界。“我们必须在AI内存浪潮中抢占制高点。”其CEO桑杰·梅赫罗特拉在财报会议中的表态，揭开了残酷的算术题：同等资本投入DRAM/HBM的回报率已是NAND的2.3倍。而日本厂商，铠侠与西部数据合并案的反复拉锯，使其在层数竞赛中逐渐掉队，200层以上产能占比稍显不足。综合来看，各家存储厂商不仅在“层数”上拼命卷，还在架构设计上分出流派。未来，厂商需在技术突破与市场需求间精准把控，同时探索3D NAND与HBM、AI存储的协同应用，推动存储行业向更高效率、更低成本方向发展。HBF：NAND产业的“HBM时刻”面对HBM在DRAM领域取得的巨大成功，NAND厂商正在积极寻求技术突破，高带宽闪存(HBF)技术应运而生，被视为NAND产业的“HBM时刻”，正点燃NAND行业的“第二增长曲线”竞争。据了解，HBF的技术原理与HBM类似，旨在通过颠覆性架构设计打破了传统NAND的性能瓶颈——采用16颗核心芯片垂直堆叠，通过硅通孔（TSV）技术互连，并叠加专用逻辑芯片实现多子阵列并行访问，使单堆叠单元容量达到512GB，是8-Hi HBM3E的21倍。其底层基于SanDisk的BICS 3D NAND架构，并采用CMOS直接键合技术，将存储阵列与逻辑芯片紧密集成，为带宽提升奠定硬件基础。尽管HBF的单比特访问延迟仍无法与DRAM相比，但其主要面向高吞吐量、读取密集型的AI推理任务。HBF的技术定位精准填补了市场空白。针对AI推理场景对“高带宽、大容量、低成本”的需求，SanDisk提出“匹配HBM带宽、提供8-16倍容量”的目标，虽未公开具体带宽数据，但通过并行访问架构，有望将延迟降至传统SSD的1/5以下，成为HBM在推理场景的理想补充。同时，为降低客户迁移成本，HBF采用与HBM相似的机械与电气接口，仅需小幅协议调整即可适配现有GPU平台，这种“兼容创新”策略显著提升了技术落地效率。从行业现状来看，一场围绕HBF的生态卡位战已悄然打响。作为SanDisk的母公司，西部数据正将HBF与自身的Ultrastar SSD产品线整合，计划2026年推出首款搭载HBF的企业级存储解决方案，目标拿下北美云服务商30%以上的推理节点存储订单。三星与铠侠也加速跟进，分别启动“High-Bandwidth NAND”与“Flash-IO Accelerator”项目，前者侧重与HBM的协同调度，后者聚焦低功耗优化，试图在技术路线上形成差异化。SanDisk则通过联手SK海力士推动HBF成为开放标准，组建包含云服务商与芯片厂商的技术顾问委员会，试图以生态主导权压制竞争对手。在NAND技术红利消退与需求代际更迭的叠加背景下，当HBF技术尝试打通“存算边界”，这场NAND的生存游戏再次印证了这个更深刻的产业变局——存储芯片的战场，终将从层数竞赛升维至架构革命。从HBM的带宽竞速到3D NAND的层数突破，再到HBF的架构创新，存储产业的“三维革命”本质是一场技术深耕的持久战。国际巨头凭借多年技术积累仍占据主导地位——三星的垂直整合能力、SK海力士的HBM市占优势、美光的汽车存储布局，共同构成了现有产业格局的基石。未来，技术话语权将成为竞争的核心。HBM4标准的落地将引发新一轮产能竞赛，3D NAND的混合键合技术可能成为400层以上产品的标配，HBF则需要在写入寿命与延迟控制上实现突破。对于厂商而言，单纯的层数或带宽比拼已不足够，只有将技术创新与生态绑定、场景适配相结合，才能在AI驱动的存储新周期中站稳脚跟。而每一次技术突破，都在重新定义存储与算力的边界。周期预判：结构性机遇下的复苏与博弈当前存储芯片市场的强劲涨势，尤其是HBM的爆发性增长，让“超级周期”成为热议焦点。对于存储行业的周期走向，分析机构与巨头的预判共同指向“非典型复苏”，即这并非传统3-5年库存周期的简单重复，而是AI驱动的结构性增长与行业固有周期属性交织的新格局，但“超级周期”的成色仍取决于多项因素的考量与博弈。首先，驱动此次周期的核心“定数”在于AI需求引发的产业逻辑重构。这不仅是需求的扩张，更是需求的结构性变革。存储巨头们的战略重心已清晰地向HBM、高速DDR5等高附加值产品倾斜。同时，AI服务器和数据中心的需求激增，也推动了存储芯片市场的发展。为满足AI巨头们如OpenAI“星际之门”项目的庞大需求，全球HBM产能正被加速构建。这种产能的“战略转移”导致传统存储类别如DDR4面临供给紧张，价格出现异常上行。Yole Group数据显示，2025年全球存储收入有望达2000亿美元，同比增长18%，AI服务器的eSSD、服务器DRAM与HBM需求构成核心拉动力。而摩根士丹利指出，“带宽决定性能”的技术范式转移，使企业级资本开支的刚性远超消费端波动，为周期长度与强度提供了关键支撑。其次，原厂策略调整与周期属性，构成了平衡周期节奏的核心“变数”。经历过2023年库存危机后，三星、SK海力士、美光等巨头转向“精准减产+高端倾斜”策略，DDR4等传统产能收缩与AI存储需求扩张形成结构性失衡，推动四季度DDR5 RDIMM价格上涨10%-15%。这种供需调节使行业从全面过剩转向紧平衡，但消费端疲软仍存，智能手机存储升级放缓可能压制中低端产品涨幅，限制周期的全面爆发。另外，地缘政治与供应链风险，则为周期增添了最大不确定性。国际巨头在HBM与先进封装领域的技术垄断，叠加供应链限制，使国产企业虽获导入窗口，却难以快速突破高端环节。国产替代虽加速，但HBM领域的技术代差仍可能分流周期红利。更关键的是，稀土禁运、先进设备和材料出口管制、关税提升等制裁措施或将为存储芯片产业周期注入显著不确定性，既可能延缓复苏节奏，也可能加速结构性变革。贸易制裁在短期内可能扰乱正常的市场供需和库存消化节奏，甚至引发囤货潮，给产业周期的判断带来变数。从中长期看，地缘政治因素已成为影响存储芯片产业格局的重要变量，传统的周期模型需要纳入制裁等政策性风险。整体来看，断言单一的“超级周期”或许过于乐观，存储市场更可能步入一个“结构性超级周期”，其特点是AI驱动的高性能存储芯片领域持续高热，而传统市场则在其涟漪效应中波动前行。短期来看，由AI需求和高附加值产品产能挤占带来的涨价动力依然强劲。但长期而言，行业最终会走向新的供需平衡。此次复苏的最终形态，将取决于AI需求的持久力、全球产能分配的调整，以及地缘政治等多重变量的复杂互动。对于行业参与者而言，竞争的核心已不再是简单的产能扩张，而是在这场由AI引领的变革中，能否精准把握技术演进与市场格局重构的节奏，做出前瞻性的战略布局。于全球巨头而言，这是巩固技术溢价的机遇；对国产企业来讲，这也是缩小差距的关键窗口，存储周期的最终形态，将由技术突破速度、需求持久力与供应链博弈结果共同书写。","news_type":1,"symbols_score_info":{"SNDK":1.1,"STX":1.1,"WDC":1.1,"MU":1.1}},"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487781904126024,"gmtCreate":1760114808958,"gmtModify":1760114831082,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"<a 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模拟盘，头部确立，逃命。10月2日卖出，保留胜利果实实，留待抄大底。","images":[{"img":"https://static.tigerbbs.com/52820420587378840267fa6ce2491cfd","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487781904126024","isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":487437603344768,"gmtCreate":1760032100600,"gmtModify":1760032105652,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[{"img":"https://static.tigerbbs.com/6ddf0305ddb6b49e8df237a3072da0c1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487437603344768","repostId":"2573994266","repostType":2,"repost":{"id":"2573994266","kind":"news","pubTimestamp":1759879066,"share":"https://www.laohu8.com/m/news/2573994266?lang=zh_CN&edition=full","pubTime":"2025-10-08 07:17","market":"us","language":"zh","title":"小米17系列新机5天卖100万部 中国国产手机首次辗压苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=2573994266","media":"爱集微","summary":"9 月27 日，小米17 系列开卖仅5 分钟，便刷新今年中国国产手机全价位段新机系列首卖当天以及销售额纪录。这一数字不仅打破小米14、15 系列破百万的纪录，更成为小米数位旗舰史上最快破百万机种。续航力方面，小米17 标准版6.3 英寸机身塞入7000mAh 电池，重度使用12.2 小时，比iPhone 17 多剩26% 电量，Pro Max 版7500mAh 电池，续航力领先苹果同款5 小时。这次小米17 的热销，不仅是单款产品的胜利，更是国产手机高阶化的里程碑。","content":"<html><body><article><p>9 月27 日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>17 系列开卖仅5 分钟，便刷新今年中国国产手机全价位段新机系列首卖当天以及销售额纪录。尽管初期因官方未公布具体数据引发“不敢亮底牌”的质疑，《央视新闻》一则报导则为<a href=\"https://laohu8.com/S/01810\">小米</a>17 新机热度定调。</p><p>报导指出，线下门市人气火爆，部分旗舰机型一度“一机难求”，开卖5 天销量突破100 万支。这一数字不仅打破<a href=\"https://laohu8.com/S/81810\">小米</a>14、15 系列破百万的纪录，更成为小米数位旗舰史上最快破百万机种。</p><p>此前，天风国际分析师郭明𫓹曾预测小米17 系列总出货量下调20%，标准版需求低迷，但市场呈现冰火两重天，Pro 与Pro Max 首批到货即售罄，标准版却库存充裕，小米则迅速调整策略，周日(5 日) 推出标准版16GB+1TB 版本，回应用户呼声。</p><p>专家认为，这种“听劝式营运”被视为稳住基本盘的关键，助力系列冲击生命周期千万销售目标。</p><p>热销背后是小米17 系列的产品力突破，其“妙享背屏”成最大亮点。不仅是装饰，更能即时显示打车车牌、航班资讯，支持动态壁纸与个性化定制，被网友称为“电子熊猫胖达”的互动新玩法，《人民日报》更按赞其“蕴藏消费与发展动能”。</p><p>续航力方面，小米17 标准版6.3 英寸机身塞入7000mAh 电池，重度使用12.2 小时，比iPhone 17 多剩26% 电量，Pro Max 版7500mAh 电池，续航力领先<a href=\"https://laohu8.com/S/AAPL\">苹果</a>同款5 小时。</p><p>性能方面，小米17 搭载全球首发第五代骁龙8 至尊版，影像搭载徕卡Summilux 系统与LOFIC 技术，逆光拍摄细节惊艳，被誉为“逆光之王”。全系列“加量不加价”，标准版人民币4499 元起、Pro Max 顶配6999 元，兼顾高端与市场张力。</p><p>小米五年来的战略蓄力则是更深层的支撑力量。从曾被质疑“组装厂”，到如今自研芯片、跨界造车，小米五年累计投入1020 亿元人民币研发，未来五年将加码至2000 亿。 2022 年营收下滑、芯片业务濒临放弃时，雷军反问“十年后会不会后悔”，最终玄戒O1 芯片发布，成为中国首款3 奈米旗舰芯片，SU7 Ultra 在纽北销量超越保时捷，YU7 上市18 小时锁单24 万台，反哺手机品牌调性。</p><p>这次小米17 的热销，不仅是单款产品的胜利，更是国产手机高阶化的里程碑。根据调研机构Canalys 数据，小米在4000-5000 元人民币价位级别的市占率24.7% 在中国居冠。</p><p>从被质疑“像不像苹果”，到如今“能不能超越苹果”，这一问题转变的背后是中国国产手机不再甘当配角的底气。雷军日前则在年度演讲中说：“改变本身就是希望。”</p><p>小米17 的爆发，见证了一家从“组装厂”到“技术派”的蜕变，但高端化非一日之功，供应链产能、标准版差异化、友商反击仍是挑战。</p><p>小米在这场“与苹果正面迎战”的战役已迈出关键一步，未来能否持续“疯”下去，还要看冷静与坚持的力量。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米17系列新机5天卖100万部 中国国产手机首次辗压苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 07:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008071833972312c5&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9 月27 日，小米17 系列开卖仅5 分钟，便刷新今年中国国产手机全价位段新机系列首卖当天以及销售额纪录。尽管初期因官方未公布具体数据引发“不敢亮底牌”的质疑，《央视新闻》一则报导则为小米17 新机热度定调。报导指出，线下门市人气火爆，部分旗舰机型一度“一机难求”，开卖5 天销量突破100 万支。这一数字不仅打破小米14、15 系列破百万的纪录，更成为小米数位旗舰史上最快破百万机种。此前，天风...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008071833972312c5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4571":"数字音乐概念","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) 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系列开卖仅5 分钟，便刷新今年中国国产手机全价位段新机系列首卖当天以及销售额纪录。尽管初期因官方未公布具体数据引发“不敢亮底牌”的质疑，《央视新闻》一则报导则为小米17 新机热度定调。报导指出，线下门市人气火爆，部分旗舰机型一度“一机难求”，开卖5 天销量突破100 万支。这一数字不仅打破小米14、15 系列破百万的纪录，更成为小米数位旗舰史上最快破百万机种。此前，天风国际分析师郭明𫓹曾预测小米17 系列总出货量下调20%，标准版需求低迷，但市场呈现冰火两重天，Pro 与Pro Max 首批到货即售罄，标准版却库存充裕，小米则迅速调整策略，周日(5 日) 推出标准版16GB+1TB 版本，回应用户呼声。专家认为，这种“听劝式营运”被视为稳住基本盘的关键，助力系列冲击生命周期千万销售目标。热销背后是小米17 系列的产品力突破，其“妙享背屏”成最大亮点。不仅是装饰，更能即时显示打车车牌、航班资讯，支持动态壁纸与个性化定制，被网友称为“电子熊猫胖达”的互动新玩法，《人民日报》更按赞其“蕴藏消费与发展动能”。续航力方面，小米17 标准版6.3 英寸机身塞入7000mAh 电池，重度使用12.2 小时，比iPhone 17 多剩26% 电量，Pro Max 版7500mAh 电池，续航力领先苹果同款5 小时。性能方面，小米17 搭载全球首发第五代骁龙8 至尊版，影像搭载徕卡Summilux 系统与LOFIC 技术，逆光拍摄细节惊艳，被誉为“逆光之王”。全系列“加量不加价”，标准版人民币4499 元起、Pro Max 顶配6999 元，兼顾高端与市场张力。小米五年来的战略蓄力则是更深层的支撑力量。从曾被质疑“组装厂”，到如今自研芯片、跨界造车，小米五年累计投入1020 亿元人民币研发，未来五年将加码至2000 亿。 2022 年营收下滑、芯片业务濒临放弃时，雷军反问“十年后会不会后悔”，最终玄戒O1 芯片发布，成为中国首款3 奈米旗舰芯片，SU7 Ultra 在纽北销量超越保时捷，YU7 上市18 小时锁单24 万台，反哺手机品牌调性。这次小米17 的热销，不仅是单款产品的胜利，更是国产手机高阶化的里程碑。根据调研机构Canalys 数据，小米在4000-5000 元人民币价位级别的市占率24.7% 在中国居冠。从被质疑“像不像苹果”，到如今“能不能超越苹果”，这一问题转变的背后是中国国产手机不再甘当配角的底气。雷军日前则在年度演讲中说：“改变本身就是希望。”小米17 的爆发，见证了一家从“组装厂”到“技术派”的蜕变，但高端化非一日之功，供应链产能、标准版差异化、友商反击仍是挑战。小米在这场“与苹果正面迎战”的战役已迈出关键一步，未来能否持续“疯”下去，还要看冷静与坚持的力量。","news_type":1,"symbols_score_info":{"81810":0.9,"XIACY":0.9,"AAPL":1.5,"01810":0.9,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":487431634497632,"gmtCreate":1760030492067,"gmtModify":1760030494283,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"邪恶势力快点唱空，把股价唱下来","listText":"邪恶势力快点唱空，把股价唱下来","text":"邪恶势力快点唱空，把股价唱下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487431634497632","repostId":"2574405186","repostType":2,"repost":{"id":"2574405186","kind":"news","pubTimestamp":1759981121,"share":"https://www.laohu8.com/m/news/2574405186?lang=zh_CN&edition=full","pubTime":"2025-10-09 11:38","market":"sh","language":"zh","title":"是“神操作”还是“小打闹”？华尔街热议特斯拉廉价版Model3/Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2574405186","media":"智通财经","summary":"智通财经APP获悉，特斯拉在推出“精简版”Model 3与Model Y后，再度成为市场焦点。Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model Y价格下调11%至4万美元，Model 3价格则从3.9万美元降至3.7万美元。股价方面，特斯拉在周三上涨1.29%。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)在推出“精简版”Model 3与Model Y后，再度成为市场焦点。然而，这两款车型的售价仍高于其曾向大众市场承诺的3万美元门槛。显然，电动汽车税收抵免政策的到期，已对车企形成更大压力，促使其将提升产品性价比置于更重要的位置。</p><p>Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model Y价格下调11%至4万美元，Model 3价格则从3.9万美元降至3.7万美元。Munster认为，这一定价调整意味着，华尔街所期待的特斯拉2026年16%交付量增长目标将更有可能实现。他指出：“多数人原本预计特斯拉会推出简配版Model Y，但实际推出的车型本质上与原版一致，仅在车身颜色和轮毂选择上有所限制。”</p><p>Munster进一步指出，Model Y与Model 3的新定价可能会对售价在3万至3.5万美元区间的竞品车型构成压力，例如日产(NSANY.US)Leaf、现代Ioniq 5以及<a href=\"https://laohu8.com/S/F\">福特</a>(F.US)Mustang Mach-E。他强调：“对现代、福特和日产而言，挑战并非来自价格，而是软件。随着全自动驾驶(FSD)技术和车载计算能力与续航里程一样，成为电动汽车体验的核心要素，特斯拉在软件领域的优势正持续扩大。”</p><p>Wedbush Securities分析师Dan Ives则认为，推出低价车型是特斯拉回归“季度交付量约50万辆”目标的第一步——在电动汽车税收抵免政策到期后，这一举措对刺激其车型需求具有重要意义。不过，Ives也表示，Wedbush对此次降价的力度相对失望，因为新售价仅比此前的Model 3和Model Y低5000美元。尽管如此，Wedbush仍给予特斯拉“跑赢大盘”评级，理由是该公司在人工智能(AI)领域的估值逻辑具有显著优势。</p><p>Futurum Equities首席市场策略师Shay Boloor认为，特斯拉此次宣布的举措本质上只是一次“价格杠杆”操作，算不上具有影响力的产品催化因素。他警示道：“我不认为这一举措能大规模释放新的市场需求。”</p><p>Camelthorn Investments顾问Shawn Campbell则表示，此次降价力度可能仍不足够。他在接受采访时称：“从长期来看，这一消息无法解决中国低成本竞争对手在全球市场带来的挑战。在我看来，特斯拉需要推出一款售价低于3万美元的电动汽车。”</p><p>Seeking Alpha投资团队负责人Daniel Jones则从更宏观的角度出发，将特斯拉评级定为“强烈卖出”，理由是其认为特斯拉当前估值与“非理性繁荣”挂钩，缺乏合理支撑。</p><p>股价方面，特斯拉在周三上涨1.29%。目前该公司市值达1.46万亿美元，超过丰田(TM.US)、本田(HMC.US)、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM.US)、福特、日产以及Stellantis(STLA.US)的市值总和。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>是“神操作”还是“小打闹”？华尔街热议特斯拉廉价版Model3/Y</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n是“神操作”还是“小打闹”？华尔街热议特斯拉廉价版Model3/Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1352963.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，特斯拉(TSLA.US)在推出“精简版”Model 3与Model Y后，再度成为市场焦点。然而，这两款车型的售价仍高于其曾向大众市场承诺的3万美元门槛。显然，电动汽车税收抵免政策的到期，已对车企形成更大压力，促使其将提升产品性价比置于更重要的位置。Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352963.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSYW.SI":"TESLA 3xLongSG261006"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352963.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574405186","content_text":"智通财经APP获悉，特斯拉(TSLA.US)在推出“精简版”Model 3与Model Y后，再度成为市场焦点。然而，这两款车型的售价仍高于其曾向大众市场承诺的3万美元门槛。显然，电动汽车税收抵免政策的到期，已对车企形成更大压力，促使其将提升产品性价比置于更重要的位置。Deepwater Asset Management分析师Gene Munster对特斯拉的降价举措表示“赞赏”——此次Model Y价格下调11%至4万美元，Model 3价格则从3.9万美元降至3.7万美元。Munster认为，这一定价调整意味着，华尔街所期待的特斯拉2026年16%交付量增长目标将更有可能实现。他指出：“多数人原本预计特斯拉会推出简配版Model Y，但实际推出的车型本质上与原版一致，仅在车身颜色和轮毂选择上有所限制。”Munster进一步指出，Model Y与Model 3的新定价可能会对售价在3万至3.5万美元区间的竞品车型构成压力，例如日产(NSANY.US)Leaf、现代Ioniq 5以及福特(F.US)Mustang Mach-E。他强调：“对现代、福特和日产而言，挑战并非来自价格，而是软件。随着全自动驾驶(FSD)技术和车载计算能力与续航里程一样，成为电动汽车体验的核心要素，特斯拉在软件领域的优势正持续扩大。”Wedbush Securities分析师Dan Ives则认为，推出低价车型是特斯拉回归“季度交付量约50万辆”目标的第一步——在电动汽车税收抵免政策到期后，这一举措对刺激其车型需求具有重要意义。不过，Ives也表示，Wedbush对此次降价的力度相对失望，因为新售价仅比此前的Model 3和Model Y低5000美元。尽管如此，Wedbush仍给予特斯拉“跑赢大盘”评级，理由是该公司在人工智能(AI)领域的估值逻辑具有显著优势。Futurum Equities首席市场策略师Shay Boloor认为，特斯拉此次宣布的举措本质上只是一次“价格杠杆”操作，算不上具有影响力的产品催化因素。他警示道：“我不认为这一举措能大规模释放新的市场需求。”Camelthorn Investments顾问Shawn Campbell则表示，此次降价力度可能仍不足够。他在接受采访时称：“从长期来看，这一消息无法解决中国低成本竞争对手在全球市场带来的挑战。在我看来，特斯拉需要推出一款售价低于3万美元的电动汽车。”Seeking Alpha投资团队负责人Daniel Jones则从更宏观的角度出发，将特斯拉评级定为“强烈卖出”，理由是其认为特斯拉当前估值与“非理性繁荣”挂钩，缺乏合理支撑。股价方面，特斯拉在周三上涨1.29%。目前该公司市值达1.46万亿美元，超过丰田(TM.US)、本田(HMC.US)、通用汽车(GM.US)、福特、日产以及Stellantis(STLA.US)的市值总和。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486852417974400,"gmtCreate":1759888998240,"gmtModify":1759889000586,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"别吹大，没人信了[弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp;&nbsp;","listText":"别吹大，没人信了[弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp; [弱]&nbsp;&nbsp;","text":"别吹大，没人信了[弱] [弱] [弱] [弱] [弱] [弱] [弱] [弱] [弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486852417974400","repostId":"2573994266","repostType":2,"repost":{"id":"2573994266","kind":"news","pubTimestamp":1759879066,"share":"https://www.laohu8.com/m/news/2573994266?lang=zh_CN&edition=full","pubTime":"2025-10-08 07:17","market":"us","language":"zh","title":"小米17系列新机5天卖100万部 中国国产手机首次辗压苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=2573994266","media":"爱集微","summary":"9 月27 日，小米17 系列开卖仅5 分钟，便刷新今年中国国产手机全价位段新机系列首卖当天以及销售额纪录。这一数字不仅打破小米14、15 系列破百万的纪录，更成为小米数位旗舰史上最快破百万机种。续航力方面，小米17 标准版6.3 英寸机身塞入7000mAh 电池，重度使用12.2 小时，比iPhone 17 多剩26% 电量，Pro Max 版7500mAh 电池，续航力领先苹果同款5 小时。这次小米17 的热销，不仅是单款产品的胜利，更是国产手机高阶化的里程碑。","content":"<html><body><article><p>9 月27 日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>17 系列开卖仅5 分钟，便刷新今年中国国产手机全价位段新机系列首卖当天以及销售额纪录。尽管初期因官方未公布具体数据引发“不敢亮底牌”的质疑，《央视新闻》一则报导则为<a href=\"https://laohu8.com/S/01810\">小米</a>17 新机热度定调。</p><p>报导指出，线下门市人气火爆，部分旗舰机型一度“一机难求”，开卖5 天销量突破100 万支。这一数字不仅打破<a href=\"https://laohu8.com/S/81810\">小米</a>14、15 系列破百万的纪录，更成为小米数位旗舰史上最快破百万机种。</p><p>此前，天风国际分析师郭明𫓹曾预测小米17 系列总出货量下调20%，标准版需求低迷，但市场呈现冰火两重天，Pro 与Pro Max 首批到货即售罄，标准版却库存充裕，小米则迅速调整策略，周日(5 日) 推出标准版16GB+1TB 版本，回应用户呼声。</p><p>专家认为，这种“听劝式营运”被视为稳住基本盘的关键，助力系列冲击生命周期千万销售目标。</p><p>热销背后是小米17 系列的产品力突破，其“妙享背屏”成最大亮点。不仅是装饰，更能即时显示打车车牌、航班资讯，支持动态壁纸与个性化定制，被网友称为“电子熊猫胖达”的互动新玩法，《人民日报》更按赞其“蕴藏消费与发展动能”。</p><p>续航力方面，小米17 标准版6.3 英寸机身塞入7000mAh 电池，重度使用12.2 小时，比iPhone 17 多剩26% 电量，Pro Max 版7500mAh 电池，续航力领先<a href=\"https://laohu8.com/S/AAPL\">苹果</a>同款5 小时。</p><p>性能方面，小米17 搭载全球首发第五代骁龙8 至尊版，影像搭载徕卡Summilux 系统与LOFIC 技术，逆光拍摄细节惊艳，被誉为“逆光之王”。全系列“加量不加价”，标准版人民币4499 元起、Pro Max 顶配6999 元，兼顾高端与市场张力。</p><p>小米五年来的战略蓄力则是更深层的支撑力量。从曾被质疑“组装厂”，到如今自研芯片、跨界造车，小米五年累计投入1020 亿元人民币研发，未来五年将加码至2000 亿。 2022 年营收下滑、芯片业务濒临放弃时，雷军反问“十年后会不会后悔”，最终玄戒O1 芯片发布，成为中国首款3 奈米旗舰芯片，SU7 Ultra 在纽北销量超越保时捷，YU7 上市18 小时锁单24 万台，反哺手机品牌调性。</p><p>这次小米17 的热销，不仅是单款产品的胜利，更是国产手机高阶化的里程碑。根据调研机构Canalys 数据，小米在4000-5000 元人民币价位级别的市占率24.7% 在中国居冠。</p><p>从被质疑“像不像苹果”，到如今“能不能超越苹果”，这一问题转变的背后是中国国产手机不再甘当配角的底气。雷军日前则在年度演讲中说：“改变本身就是希望。”</p><p>小米17 的爆发，见证了一家从“组装厂”到“技术派”的蜕变，但高端化非一日之功，供应链产能、标准版差异化、友商反击仍是挑战。</p><p>小米在这场“与苹果正面迎战”的战役已迈出关键一步，未来能否持续“疯”下去，还要看冷静与坚持的力量。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米17系列新机5天卖100万部 中国国产手机首次辗压苹果</title>\n<style 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3","listText":"输7烧量击败model 3","text":"输7烧量击败model 3","images":[{"img":"https://static.tigerbbs.com/dee8dd564fa3fc03f5eca1244b5b0b62"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/520830089839992","repostId":"2602358942","repostType":2,"repost":{"id":"2602358942","kind":"news","pubTimestamp":1768029110,"share":"https://www.laohu8.com/m/news/2602358942?lang=zh_CN&edition=full","pubTime":"2026-01-10 15:11","market":"us","language":"zh","title":"雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车","url":"https://stock-news.laohu8.com/highlight/detail?id=2602358942","media":"格隆汇","summary":"格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“特斯拉确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 小米YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”","content":"<html><body><article><p>格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 <a href=\"https://laohu8.com/S/XIACY\">小米</a>YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军称特斯拉并非不可战胜：SU7是迄今唯一击败Model 3 的同档纯电轿车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 15:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260110151211a70a1dc9&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇1月10日｜雷军分享易车网销量排行榜，并写道：“特斯拉确实强，但并非不可战胜！我自豪的是，SU7是迄今为止唯一击败Model 3 的同档纯电轿车！出色的产品力和品质，才会有这样的销量。 小米YU7，上市仅6个月时间，销量和Model Y 有差距。我相信，假以时日，YU7 也能一较高下！ ”</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260110151211a70a1dc9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 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有差距。我相信，假以时日，YU7 也能一较高下！ ”","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.9}},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家山姆哥","avatar":"https://static.tigerbbs.com/58c20aa71134263df502a5342d418ec0","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3561853491958832","idStr":"3561853491958832"},"content":"su7 销量已经落后一大节","text":"su7 销量已经落后一大节","html":"su7 销量已经落后一大节"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365600515305784,"gmtCreate":1730298005894,"gmtModify":1730300112363,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"垃圾车没人买只能自己做托刷订单，80万写多了一个0，只值8万","listText":"垃圾车没人买只能自己做托刷订单，80万写多了一个0，只值8万","text":"垃圾车没人买只能自己做托刷订单，80万写多了一个0，只值8万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365600515305784","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416013182501376,"gmtCreate":1742573854910,"gmtModify":1742574466355,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"我就是其中一员，Y的车主，机器人也必买，3.11日全仓买入，当时大喊抄世纪大底，拉爆空狗！","listText":"我就是其中一员，Y的车主，机器人也必买，3.11日全仓买入，当时大喊抄世纪大底，拉爆空狗！","text":"我就是其中一员，Y的车主，机器人也必买，3.11日全仓买入，当时大喊抄世纪大底，拉爆空狗！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/416013182501376","repostId":"2521482239","repostType":2,"repost":{"id":"2521482239","kind":"news","pubTimestamp":1742571180,"share":"https://www.laohu8.com/m/news/2521482239?lang=zh_CN&edition=full","pubTime":"2025-03-21 23:33","market":"hk","language":"zh","title":"马斯克忠实粉丝疯狂买入特斯拉(TSLA.US)股票 总投入金额达80亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2521482239","media":"智通财经","summary":"根据摩根大通全球股票衍生品策略师Emma Wu的数据，截至周四，个人投资者已经连续13个交易日净买入特斯拉股票，总投入金额达到惊人的80亿美元。值得注意的是，在这些个人投资者热情买入期间，特斯拉的股价却已累计下跌了17%，市值蒸发超过1550亿美元。特斯拉的股价自去年12月创下历史新高后便开始快速下跌。他表示，只要马斯克继续领导公司的长期愿景，特斯拉未来90%的市值增长将来自于自动驾驶技术与机器人技术。","content":"<html><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)股价正经历自由落体般的暴跌，全球销量大幅下滑，就连一向看好该公司的华尔街最热情的分析师们也开始变得谨慎起来。然而，在这样的背景下，有一个群体正以前所未有的热情买入特斯拉的股票，他们正是公司CEO马斯克的忠实粉丝。</p><p>长期以来，特斯拉始终拥有一批忠诚的个人投资者，他们对马斯克的社交平台X上的一言一行都极为关注。这些投资者会在网络论坛上对特斯拉的业务和前景进行深入分析，某种程度上成为推动该股人气的主力。</p><p>智通财经APP获悉，目前，这些粉丝的热情已经达到前所未有的高度。根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>全球股票衍生品策略师Emma Wu的数据，截至周四，个人投资者已经连续13个交易日净买入特斯拉股票，总投入金额达到惊人的80亿美元。这是自2015年以来的最长连续买入纪录。</p><p>值得注意的是，在这些个人投资者热情买入期间，特斯拉的股价却已累计下跌了17%，市值蒸发超过1550亿美元。</p><p>DataTrek Research联合创始人Nicholas Colas表示：“特斯拉曾让一些早期到中期阶段的投资者暴富，很多人正是凭借这只股票成为百万富翁。人们不会忘记这种经历，当他们感觉股票被低估时，就会一次又一次地回来买入。”</p><p>特斯拉的股价自去年12月创下历史新高后便开始快速下跌。当时因特朗普胜选而带来的市场乐观情绪，曾推高股价至新高，但这种乐观很快消失。截至目前，特斯拉已从去年12月17日的最高点暴跌超过50%，成为今年<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中跌幅第二大的股票。这场股价暴跌之势甚至促使马斯克在周四的公司内部会议上试图安抚员工，呼吁大家“坚持持有股票”。</p><p>然而问题显而易见，华尔街原本以为对特斯拉有利的因素，马斯克在特朗普政府担任政府效率部门负责人这一角色，如今却成了公司的一大负担。马斯克日益活跃的政治角色以及在欧洲争议事件中的频繁亮相，正在引发公众对公司和其本人的强烈抵制。如今特斯拉汽车甚至被视为一种政治符号，欧洲多地的特斯拉展厅遭到示威者的燃烧弹袭击，充电站也遭到破坏。</p><p>负面影响正在反映到公司的财务表现中。特斯拉汽车在法国、德国等欧洲主要市场以及中国和澳大利亚的销量明显下滑。虽然美国市场的销售数据要到下个月公司公布第一季度交付数字时才能知晓，但华尔街分析师已经纷纷下调销量和利润预期。</p><p>周四，长期看多特斯拉的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Adam Jonas下调了特斯拉的目标股价和销售预测，理由是市场竞争加剧、产品老化，以及品牌负面情绪引发的“买家抵制”。不过他依然维持了特斯拉股票的买入评级，认为当前的短期负面预期不会根本改变公司未来依靠机器人技术与人工智能的发展方向。</p><p>另一位分析师，韦德布什证券的Daniel Ives则在周五肯定了马斯克在这一关键时刻对员工和投资者的安抚措施。他表示，只要马斯克继续领导公司的长期愿景，特斯拉未来90%的市值增长将来自于自动驾驶技术与机器人技术。这种长期乐观的观点至少部分解释了为何零售投资者持续对特斯拉股票保持高度热情。</p><p>Colas进一步指出：“这些类型的投资者完全不在乎估值。他们坚信的是公司未来的前景，以及马斯克的个人能力。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克忠实粉丝疯狂买入特斯拉(TSLA.US)股票 总投入金额达80亿美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克忠实粉丝疯狂买入特斯拉(TSLA.US)股票 总投入金额达80亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-21 23:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1265965.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉(TSLA.US)股价正经历自由落体般的暴跌，全球销量大幅下滑，就连一向看好该公司的华尔街最热情的分析师们也开始变得谨慎起来。然而，在这样的背景下，有一个群体正以前所未有的热情买入特斯拉的股票，他们正是公司CEO马斯克的忠实粉丝。长期以来，特斯拉始终拥有一批忠诚的个人投资者，他们对马斯克的社交平台X上的一言一行都极为关注。这些投资者会在网络论坛上对特斯拉的业务和前景进行深入分析，某种程度上...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1265965.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4099":"汽车制造商","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4511":"特斯拉概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) 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H2-SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1265965.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2521482239","content_text":"特斯拉(TSLA.US)股价正经历自由落体般的暴跌，全球销量大幅下滑，就连一向看好该公司的华尔街最热情的分析师们也开始变得谨慎起来。然而，在这样的背景下，有一个群体正以前所未有的热情买入特斯拉的股票，他们正是公司CEO马斯克的忠实粉丝。长期以来，特斯拉始终拥有一批忠诚的个人投资者，他们对马斯克的社交平台X上的一言一行都极为关注。这些投资者会在网络论坛上对特斯拉的业务和前景进行深入分析，某种程度上成为推动该股人气的主力。智通财经APP获悉，目前，这些粉丝的热情已经达到前所未有的高度。根据摩根大通全球股票衍生品策略师Emma Wu的数据，截至周四，个人投资者已经连续13个交易日净买入特斯拉股票，总投入金额达到惊人的80亿美元。这是自2015年以来的最长连续买入纪录。值得注意的是，在这些个人投资者热情买入期间，特斯拉的股价却已累计下跌了17%，市值蒸发超过1550亿美元。DataTrek Research联合创始人Nicholas Colas表示：“特斯拉曾让一些早期到中期阶段的投资者暴富，很多人正是凭借这只股票成为百万富翁。人们不会忘记这种经历，当他们感觉股票被低估时，就会一次又一次地回来买入。”特斯拉的股价自去年12月创下历史新高后便开始快速下跌。当时因特朗普胜选而带来的市场乐观情绪，曾推高股价至新高，但这种乐观很快消失。截至目前，特斯拉已从去年12月17日的最高点暴跌超过50%，成为今年标普500指数中跌幅第二大的股票。这场股价暴跌之势甚至促使马斯克在周四的公司内部会议上试图安抚员工，呼吁大家“坚持持有股票”。然而问题显而易见，华尔街原本以为对特斯拉有利的因素，马斯克在特朗普政府担任政府效率部门负责人这一角色，如今却成了公司的一大负担。马斯克日益活跃的政治角色以及在欧洲争议事件中的频繁亮相，正在引发公众对公司和其本人的强烈抵制。如今特斯拉汽车甚至被视为一种政治符号，欧洲多地的特斯拉展厅遭到示威者的燃烧弹袭击，充电站也遭到破坏。负面影响正在反映到公司的财务表现中。特斯拉汽车在法国、德国等欧洲主要市场以及中国和澳大利亚的销量明显下滑。虽然美国市场的销售数据要到下个月公司公布第一季度交付数字时才能知晓，但华尔街分析师已经纷纷下调销量和利润预期。周四，长期看多特斯拉的摩根士丹利分析师Adam Jonas下调了特斯拉的目标股价和销售预测，理由是市场竞争加剧、产品老化，以及品牌负面情绪引发的“买家抵制”。不过他依然维持了特斯拉股票的买入评级，认为当前的短期负面预期不会根本改变公司未来依靠机器人技术与人工智能的发展方向。另一位分析师，韦德布什证券的Daniel Ives则在周五肯定了马斯克在这一关键时刻对员工和投资者的安抚措施。他表示，只要马斯克继续领导公司的长期愿景，特斯拉未来90%的市值增长将来自于自动驾驶技术与机器人技术。这种长期乐观的观点至少部分解释了为何零售投资者持续对特斯拉股票保持高度热情。Colas进一步指出：“这些类型的投资者完全不在乎估值。他们坚信的是公司未来的前景，以及马斯克的个人能力。”","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":0.6,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569813687566140","authorId":"3569813687566140","name":"股票涨涨涨呀","avatar":"https://static.tigerbbs.com/0ba905d497411fa43f66d085b079c5b1","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3569813687566140","idStr":"3569813687566140"},"content":"你得自动驾驶用上了么[开心]","text":"你得自动驾驶用上了么[开心]","html":"你得自动驾驶用上了么[开心]"},{"author":{"id":"4186320050829842","authorId":"4186320050829842","name":"柴房战神","avatar":"https://static.tigerbbs.com/e1b39adb2e2cc51d46292c639c392a5a","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4186320050829842","idStr":"4186320050829842"},"content":"大佬牛逼，小散默默跟进，搭上便车","text":"大佬牛逼，小散默默跟进，搭上便车","html":"大佬牛逼，小散默默跟进，搭上便车"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413448747651304,"gmtCreate":1741968958694,"gmtModify":1741968961851,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"Replying 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>不到14不买","text":"$老虎证券(TIGR)$不到14不买","images":[{"img":"https://static.tigerbbs.com/0d971f8182c3398de6bb05d1c4fab645","width":"600","height":"690"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/176650369","isVote":1,"tweetType":1,"viewCount":9176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492748261870110","authorId":"3492748261870110","name":"亮亮价值投资","avatar":"https://static.tigerbbs.com/60ddd928491398b42d2cfe53bd8674c3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3492748261870110","idStr":"3492748261870110"},"content":"明显不到到，估计很难，到16 就可以上，加仓好几次， 之前成本在27 现在摊薄到19.4","text":"明显不到到，估计很难，到16 就可以上，加仓好几次， 之前成本在27 现在摊薄到19.4","html":"明显不到到，估计很难，到16 就可以上，加仓好几次， 之前成本在27 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Ultra纽北限量版等一系列产品。并且，雷军宣布未来5年（2026年至2030年），小米研发投入预计为2000亿元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>彻底爆了！小米首款SUV小米YU7上市，1小时大定突破289000台</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彻底爆了！小米首款SUV小米YU7上市，1小时大定突破289000台\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-27 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月26日晚间，雷军官宣YU7售价25.35万起，发布后3分钟大定突破20万台，仅仅1个小时后大定28.9万台。<a href=\"https://laohu8.com/S/XIACY\">小米集团ADR</a>盘中一度涨超12%，股价创历史新高。同时刺激恒指期货上扬。<a href=\"https://laohu8.com/S/XIACY\">小米集团ADR</a>最终涨9.85%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7348a699830ea633b3d1c67b2cfe15c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米汽车首款SUV车型YU7标准版的售价为25.35万元，比Model Y便宜1万元，Pro版售价27.99万元，MAX版售价32.99万元。全系超长续航，标准版为835km。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088339947c952d5535e9b7528ac4d8a1\" title=\"\" tg-width=\"1080\" tg-height=\"1440\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1ce81c161e9ca994188de2bf9fe62b1\" title=\"\" tg-width=\"960\" tg-height=\"1280\"/></p><p>同日，小米还发布了AI眼镜、SU7 Ultra纽北限量版等一系列产品。并且，雷军宣布未来5年（2026年至2030年），小米研发投入预计为2000亿元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"BK1523":"武汉本地概念股","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","01810":"小米集团-W","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK1607":"新IT概念","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174482766","content_text":"6月26日晚间，雷军官宣YU7售价25.35万起，发布后3分钟大定突破20万台，仅仅1个小时后大定28.9万台。小米集团ADR盘中一度涨超12%，股价创历史新高。同时刺激恒指期货上扬。小米集团ADR最终涨9.85%。小米汽车首款SUV车型YU7标准版的售价为25.35万元，比Model Y便宜1万元，Pro版售价27.99万元，MAX版售价32.99万元。全系超长续航，标准版为835km。同日，小米还发布了AI眼镜、SU7 Ultra纽北限量版等一系列产品。并且，雷军宣布未来5年（2026年至2030年），小米研发投入预计为2000亿元。","news_type":1,"symbols_score_info":{"XIACY":1.1,"MIUmain":1,"01810":1}},"isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562184880779117","authorId":"3562184880779117","name":"科技玩家","avatar":"https://static.tigerbbs.com/d296554e6ff4b6c4b3cb6b3d5bcc279f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3562184880779117","idStr":"3562184880779117"},"content":"你说瞎编数字，你就拿出证据！就你这种人天天**苹果好！见不得草根起来！最关键你自己就是最草根最**丝的人。","text":"你说瞎编数字，你就拿出证据！就你这种人天天**苹果好！见不得草根起来！最关键你自己就是最草根最**丝的人。","html":"你说瞎编数字，你就拿出证据！就你这种人天天**苹果好！见不得草根起来！最关键你自己就是最草根最**丝的人。"},{"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"content":"这智商炒股多半是亏","text":"这智商炒股多半是亏","html":"这智商炒股多半是亏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169430981,"gmtCreate":1623846623343,"gmtModify":1623846623343,"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>200倍的市盈率，好吓人。股价腰砍一半还有100倍市盈率。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>200倍的市盈率，好吓人。股价腰砍一半还有100倍市盈率。","text":"$老虎证券(TIGR)$200倍的市盈率，好吓人。股价腰砍一半还有100倍市盈率。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/169430981","isVote":1,"tweetType":1,"viewCount":5121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516165326153666","authorId":"3516165326153666","name":"海天飞鸟","avatar":"https://static.tigerbbs.com/11525d1cb6ee5144cf68f0f61953987a","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3516165326153666","idStr":"3516165326153666"},"content":"如果按照今年全年利润来算，市盈率可能就降到30了","text":"如果按照今年全年利润来算，市盈率可能就降到30了","html":"如果按照今年全年利润来算，市盈率可能就降到30了"},{"author":{"id":"3562154670882925","authorId":"3562154670882925","name":"DDbg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3562154670882925","idStr":"3562154670882925"},"content":"天，这种言论，还有迅速点赞的。。。[笑哭]","text":"天，这种言论，还有迅速点赞的。。。[笑哭]","html":"天，这种言论，还有迅速点赞的。。。[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}