美股詳情

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喜馬拉雅資本持倉

4,143.76

+1.950.05%

漲家數：3

跌家數：2

平家數：1

市盈率：- -

高：4,177.48

開：4,149.03

低：4,128.33

收：4,141.81

成交量：8,862.37萬

成交額：327.33億

市值：10.36萬億

流通市值：9.71萬億

資料載入中...

總覽新聞資訊

硬件最高漲價60%，亞馬遜也扛不住內存短缺壓力

华尔街见闻

美光科技美股盤前升逾2%

蘋果供應商大立光：以30.8億新台幣收購中國台灣中部一處地產。

蘋果擬推出兩年來首款全新Mac mini，或成庫克任內最後一款新品

TradingKey中文

蘋果CEO告別儀式：蒂姆・庫克展現難得的感性一面

环球市场播报

美光警示 AI 存儲牆加劇，HBM 約佔 Meta Llama 3 訓練中斷 17%

華爾街解讀拼多多財報：短期利潤承壓，但自營與供應鏈投入瞄準長期護城河

华尔街见闻

蘋果完成權力交接鋪墊庫克下周將正式卸任CEO

古爾曼：蘋果 AirPods 5 耳機下月發布，提供普通版和主動降噪版

美光股價預測：盤中險些失守900美元關口，後市恐再跌18%二次探底

TradingKey中文

蘋果官宣 9 月 9 日召開 iPhone 18 Pro / Max 發布會。

蘋果或將iPhone 18 Pro價格上調達200美元

用户1649608047

蘋果據悉還在準備推出一系列新款 Apple Watch，這些新款手錶將進行一些細微的改動，包括升級健身追蹤功能，以及為

蘋果據悉準備推出兩年來首款全新Mac mini

蘋果為庫克舉行告別派對，私人伴侶首度公開亮相，繼任者Ternus強調「延續」

华尔街见闻

期權聚焦 | GOOG 402萬美元熊市看跌價差大單：買350P賣285P，押注中長期下行

期權聚焦 | 美光科技同日750美元Put多空對撞：賣方收租1999張、買方掃貨1307張，情緒偏空主導？

拼多多陳磊：不會因短期波動改變全球化業務長期方向

蘋果 AI 服務器內部結構首曝：M5 系列芯片、2U 機架，Mac Studio 負責軟件控制

拼多多趙佳臻談自營業務最新進展：啓動所需時間相較預期更長，但對前景有信心

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AI 存儲牆加劇，HBM 約佔 Meta Llama 3 訓練中斷 17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662789327","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662789327?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 14:17","pubTimestamp":1787638640,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 TrendForce 报道，在 Hot Chips 2026 上，美光强调 AI 算力进步快于存储提升，“存储墙”挑战日益突出。美光 Fellow Raghu Sriramaneni 指出，AI 加速器算力约每两年提升三倍，而 HBM 带宽同期增幅不足两倍，差距可能进一步扩大。对 HBM 依赖加深也带来可靠性问题，美光援引 Meta Llama 3 数据称，HBM 故障约占非预期训练中断的 17%。模糊计算与存储边界的新设计或有助于突破瓶颈。HBM 扩展还带来面积与供应压力：最新一代封装将两颗 GPU 与八个 12 层 HBM4 堆栈集成，存储约占半导体面积 90%，超过 GPU 所占面积的八倍；以 HBM 实现同等容量约需标准 DDR5 DRAM 三倍晶圆。热管理亦成关键约束，液冷与超薄芯片等方案正被探索。美光正推进互连、封装与冷却创新，包括面向存储优化的 SerDes 与 die-to-die PHY、更大尺寸 SiP 与玻璃基板先进封装，以及液冷、混合键合等，并开发 fusion bonding 以降低热阻并提升数据吞吐。 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18 Pro價格上調達200美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662065735","media":"用户1649608047","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662065735?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 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| GOOG 402萬美元熊市看跌價差大單：買350P賣285P，押注中長期下行","url":"https://stock-news.laohu8.com/highlight/detail?id=1132609162","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1132609162?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 09:01","pubTimestamp":1787619687,"startTime":"0","endTime":"0","summary":"谷歌收盘价344.59美元，涨幅0.83%。当日GOOG期权市场出现一笔规模达402.00万美元净支出的熊市看跌价差大单，交易者买入2026-09-18到期的350.0 PUT并卖出同到期的285.0 PUT，整体表达对GOOG中长期走弱的明确押注。结合当前股价344.59来看，买入的350.0 PUT处于实值，卖出的285.0 PUT处于虚值，这种结构通常意味着资金愿意为下行保护和下跌收益空间支付权利金，同时通过卖出更低行权价的PUT来部分降低建仓成本。整体来看，GOOG当日大单情绪明显偏空，且空头资金占据绝对主导。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1691799644.USD","BK4534","LU2247934214.USD","LU1280957306.USD","IE0009356076.USD","GOOP","LU0289941410.SGD","LU0433182093.SGD","LU0127658192.USD","LU0878866978.SGD","LU1674673691.USD","IE000MB6IJN5.SGD","IE0004445239.USD","LU1914381329.SGD","IE00BWXC8680.SGD","LU2133065610.SGD","SG9999014906.USD","IE00BN29S564.USD","IE00B4JS1V06.HKD","LU1037948897.HKD","LU1934455863.HKD","GOOG","LU0965509283.SGD","BK4566","IE00B1BXHZ80.USD","LU0642271901.SGD","LU2237443549.SGD","SG9999018865.SGD","LU2237443465.HKD","LU0175139822.USD","IE00BFSS8Q28.SGD","LU2237443895.HKD","LU1778281490.HKD","LU0348723411.USD","LU1127390331.HKD","LU2637965513.SGD","SG9999014880.SGD","BK4602","IE0005OL40V9.USD","BK4077","LU1066053197.SGD","LU1316542783.SGD","LU2265009873.SGD","LU2237443382.USD","LU0234570918.USD","LU1674673428.USD","LU1069344957.HKD","LU0053666078.USD","LU2543165471.USD","LU0170899867.USD","LU0203202063.USD","LU1803068979.SGD","IE0004445015.USD","SG9999017495.SGD","IE000M9KFDE8.USD","LU0289960550.SGD","LU2087621335.USD","LU1839511570.USD","LU1035773651.USD","BK4514","LU0889565833.HKD","LTL","IE00BYQQ9H92.USD","BK4507","BK4592","IE0034235303.USD","LU0859254822.USD","IE00BK4W5L77.USD","LU1074936037.SGD","LU2237443622.USD","SG9999015986.USD","SGXZ80539844.SGD","LU0162691827.USD","LU2602419157.SGD","LU0154236417.USD","TRUC","IE0000B7K699.USD","BK4554","IE00BFXG0V08.USD","USJW.SI","IE00BK4W5M84.HKD","IE00B5949003.HKD","LU0308772762.SGD","BK4548","BK4527","IE00BJJMRY28.SGD","LU1069347547.HKD","SG9999014914.USD","IE00BKDWB100.SGD","LU0203201768.USD","BK4579","IE000F7OJYX1.SGD","IE000WAW04H5.SGD","SGXZ31699556.SGD","EFIV","IE00B775SV38.USD","LU2461242641.AUD","IE00BJJMRX11.SGD","LU2108987350.USD","LU0724617625.USD","LU1066051498.USD","LU2487616109.SGD","LU0861579265.USD","LU0133085943.USD","LU0719512351.SGD","BK4585","LU0466842654.USD","LU2552382058.USD","SGOOGmain","LU0323591593.USD","LU2764262908.HKD","LU2092937148.SGD","FCOM","IE00B7KXQ091.USD","LU2361044949.HKD","LU1037948541.HKD","LU2452424414.USD","LU2463028550.USD","LU2092627202.USD","LU2552382215.SGD","LU0456855351.SGD","SG9999014898.SGD","SG9999002232.USD","IE00B1XK9C88.USD","LU1066051225.USD","IE00BSNM7G36.USD","LU2764263039.SGD","LU1035775433.USD","LU0068578508.USD","LU2237443978.SGD","LU2720916845.USD","BK4533","LU1571399168.USD","IE00B5TLWC47.USD","LU2077746001.SGD","BK4550","LU0238689110.USD","BK4612","LU2552382132.HKD","LU2361044865.SGD","IE00B775H168.HKD","IE00BZ199S13.USD","LU0079474960.USD","LU0109392836.USD","LU1699723380.USD","CNEQ","LU1489326972.SGD","LU2458330169.SGD","LU2896262040.SGD","SG9999015945.SGD","VOX","BK4553","IE000SO60NU8.SGD","LU1934455194.USD","LU0234572021.USD","SNPE","IE00BJLML261.HKD","LU2286300806.USD","LU0965509010.AUD","LU2458330243.SGD","SG9999001077.SGD","GOOX","LU0985489474.SGD","LU2361045086.USD","GXPC","LU0082616367.USD","SG9999015952.SGD","LU1804176565.USD","LU0788109477.HKD","JGRO","LU2764263203.CNY","SG9999002224.SGD","IE00BFSS7M15.SGD","LU0640476718.USD","LU0965509101.SGD","XLC","LU0786609619.USD","LU1979441026.SGD","LU0072462426.USD","LU0965508806.USD","LU0494093205.USD","BK4587","LU1814569148.SGD","BK4581","IE000BZT7R73.USD","SG9999015978.USD","LU2357627491.SGD","SG9999018857.SGD","LU1934455277.USD","LU1066051811.HKD","BK4588","BK4525","LU0210528500.USD","LU0072461881.USD","LU0210536198.USD","IE00B3S45H60.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173166971","title":"期權聚焦 | 美光科技同日750美元Put多空對撞：賣方收租1999張、買方掃貨1307張，情緒偏空主導？","url":"https://stock-news.laohu8.com/highlight/detail?id=1173166971","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173166971?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 09:00","pubTimestamp":1787619634,"startTime":"0","endTime":"0","summary":"MU收报910.43美元，跌5.83%。当日期权市场出现同一750.00美元行权价上的多空大单对撞，看空资金规模占优，整体情绪偏谨慎偏空。一笔规模达8.10万美元的虚值PUT买入同样集中在2026-08-28到期的750.00行权价，买方买入1307张合约。整体来看，MU期权大单情绪偏空。策略参考对于不愿承担过多保证金的卖方，可优先考虑行权价在750.00美元以下的OTM PUT，其被跌破的概率相对较低；若仍担心尾部回撤，可构建PUT价差策略，在限制最大亏损的同时保留卖方收租优势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0642271901.SGD","IE0034235303.USD","LU1914381329.SGD","LU0889565833.HKD","FTEC","PTF","SGXZ99366536.SGD","LU0417517546.SGD","LU1674673428.USD","LU1366333091.USD","LU0133085943.USD","LEGR","LU1548497426.USD","LU0203347892.USD","BK4585","IXN","LU2054465674.USD","BOBP","LU0672654240.SGD","LU1852331112.SGD","BK4588","LU1551013425.SGD","LU0683600562.USD","CHAT","LU1803068979.SGD","LU0109392836.USD","LU2543165471.USD","PSI","BK4533","LU1868837136.USD","LU2168563687.JPY","LU1861220033.SGD","LU1551013342.USD","AIFD","CHPS","LU2089985449.USD","LU0127658192.USD","MUG","LU2168564149.EUR","TRFK","IE000M9KFDE8.USD","LU1674673691.USD","BAI","BK4527","FTXL","SMU00main","IE00BSNM7G36.USD","BK4543","EMSF","LU2750360641.GBP","LU0640476718.USD","IE00B19Z3581.USD","LU0708995401.HKD","LU0820561818.USD","LU2213496289.HKD","LU2360107168.USD","LU1720051108.HKD","BK4566","EGGY","LU2048586759.USD","LU2102340556.USD","BK4579","XLK","LU2357627491.SGD","FXL","LU1145028129.USD","IE0009356076.USD","LU2756315664.SGD","AIQ","LU0820562030.AUD","IE00BJLML261.HKD","UDN","LU1778281490.HKD","RULE","USXF","JGRO","LU0096364046.USD","LU1868836757.USD","IE00BK4W5L77.USD","LU0238689110.USD","LU2458330169.SGD","MU","FAI","CGGO","LU0061475181.USD","DISK","IE00B19Z3B42.SGD","LU0109391861.USD","LU0787776722.HKD","LU2168564495.EUR","LU2168564222.USD","LU2211815571.USD","MULL","MUZ","LU2471134952.CNY","LU1267930813.SGD","LU2023250330.USD","MUD","BK4532","LU0056508442.USD","LU2403377893.USD","LU1868836591.USD","SGXZ51526630.SGD","LU2896262040.SGD","ARTY","FDTX","LU1629891620.HKD","LU0154236417.USD","LU2250418816.HKD","LU0964807845.USD","MIC","SOXQ","IE00B1XK9C88.USD","LU2290526834.HKD","LU2471134796.USD","IE00BKDWB100.SGD","LU1323610961.USD","LU0081259029.USD","HBMX","GB00BDT5M118.USD","BK4553","LU0274383776.USD","LU1267930730.SGD","LU2471134523.USD","SGXZ81514606.USD","UUP","BK4575","IE0002270589.USD","IE00B5949003.HKD","SMH","WUGI","EFIV","LU2458330243.SGD","BK4512","LU1989764664.SGD","LU0082616367.USD","LU0203345920.USD","LU1861215975.USD","LU2286300806.USD","LU0210536198.USD","LU2750360997.AUD","LU1316542783.SGD","LU0256863811.USD","IETC","LU2931357623.SGD","LU0689472784.USD","LU2357305700.SGD","IE00BK4W5M84.HKD","AIS","XNTK","LU2756315318.SGD","LU0320765059.SGD","LU1868836914.USD","IE00BWXC8680.SGD","LU0719512351.SGD","CHPX","BK4141","VGT","DRMY","BK4554","LU0889566641.SGD","LU0792757196.USD","LU0943347566.SGD","BK4605","LU1280957306.USD","LU0323591593.USD","SOXX","LU0256863902.USD","SHOC","WLDR","TTXU","LU1868837300.USD","LU1720051017.SGD","LU2168564065.EUR","MUU","LU1989764748.USD","LU0820561909.HKD","SG9999001424.SGD","LU2471134879.HKD","LU2360106780.USD","LU0157215616.USD","MUYY","LU0859254822.USD","IE00B7SZLL34.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2662283202","title":"拼多多陳磊：不會因短期波動改變全球化業務長期方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2662283202","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662283202?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 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