美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

Roundhill Memory ETF

56.24

+1.963.61%

盤後：55.91-0.3300-0.59%19:59 EDT

成交量：2,302.26萬

成交額：12.89億

市值：266.65億

市盈率：- -

高：56.70

開：55.98

低：55.21

收：54.28

52周最高：81.34

52周最低：26.14

股本：4.74億

流通股本：4.74億

量比：0.52

換手率：4.86%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

報道：美國敦促韓國投資建設存儲芯片工廠

美國敦促韓國投資建設存儲芯片工廠。

深夜，美股存儲芯片、光通信跳水！英偉達7連跌，中國資產普跌

大河财立方

全球科技企業競逐存儲芯片賽道

美股存儲芯片股，集體下跌

異動解讀｜Roundhill Memory ETF盤中下跌5.06%，三星股東回報方案不及預期拖累全球存儲板塊

美股三大指數走勢分化存儲芯片板塊走弱

东方财富Choice...

兆易創新：預計DRAM價格下半年延續上漲 SLC NAND Flash的景氣周期至少延續2027年全年

三巨頭爭內存！未來怎麼走？

消息稱三星電子下半年DRAM增產速度可能低於預期

AI基礎設施持續投入，2027年內存收入將突破1萬億美元

凤凰网科技

高盛上調 2026 年 WFE 預測至 1500 億美元

高盛大幅上調全球晶圓廠設備支出：存儲與先進代工成主引擎

华尔街见闻

三星跌近8%，港股存儲芯片股全線下跌，兩倍做多三星電子大跌16%

SemiAnalysis：NAND製造正由鎢轉鉬，泛林集團預期將率先受惠

SK海力士新一代HBM引入先進封裝技術

SK海力士正在為其下一代HBM方案引入先進封裝技術

內存股暴跌三成，華爾街卻喊買入

凤凰AI研究院

據報SK海力士（SKHY）擬砸數萬億韓元赴日建存儲芯片製造工廠

現貨黃金價格飆升，漲破4580美元；美股盤前存儲芯片板塊集體上漲，SK海力士漲2%；國際油價下跌，聯合國呼籲海灣地區有關各方重返談判

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎證券香港 | 輕鬆買賣美股港股A股/美債/ETF/Crypto/期權期貨","description":"老虎證券香港提供多種優惠: 港股&Crypto 0佣、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","keywords":"老虎證券,老虎證券開戶,老虎證券香港,老虎證券投資,老虎證券美股,老虎證券登錄,證券開戶,證券公司開戶,股票開戶,香港證券公司,香港證券,證券公司,美股投資平台,小額投資理財,投資app,投資平台,股票買賣,買賣股票平台,炒股app,證券app,新手投資","social":{"ogDescription":"老虎證券香港提供多種優惠: 港股&Crypto 0佣、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.atigrdive.com/hant/stock/DRAM/news?page=2"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental","symbol":"DRAM","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"DRAM\",,,,,undefined,":{"symbol":"DRAM","market":"US","secType":"STK","nameCN":"Roundhill Memory ETF","latestPrice":56.24,"timestamp":1787688000000,"preClose":54.28,"halted":0,"volume":23022609,"hourTrading":{"tag":"盘后","latestPrice":55.91,"preClose":56.24,"latestTime":"19:59 EDT","volume":414275,"amount":23289585.4128,"timestamp":1787702399907,"change":-0.33,"changeRate":-0.005868,"amplitude":0.007646},"delay":0,"changeRate":0.036109064112011806,"floatShares":474120000,"shares":474120000,"eps":0,"marketStatus":"未開盤","change":1.96,"latestTime":"08-25 16:00:00 EDT","open":55.975,"high":56.7,"low":55.21,"amount":1289011842.306204,"amplitude":0.02745,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1787731200000},"marketStatusCode":0,"adr":0,"adrRate":0,"exchange":"CBOE","adjPreClose":54.28,"nav":55.39,"aum":26063210600,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":55.9001,"preClose":54.28,"latestTime":"09:29 EDT","volume":697266,"amount":38964883.573079996,"timestamp":1787664596878,"change":1.6201,"changeRate":0.029847,"amplitude":0.036478},"postHourTrading":{"tag":"盘后","latestPrice":55.91,"preClose":56.24,"latestTime":"19:59 EDT","volume":414275,"amount":23289585.4128,"timestamp":1787702399907,"change":-0.33,"changeRate":-0.005868,"amplitude":0.007646},"volumeRatio":0.517094,"optionData":{"bulkOrders":[{"symbol":"DRAM","call":true,"expireDate":1792123200000,"strike":"70.0","timestamp":1787667799683,"price":1.65,"volume":9200,"amount":1518000,"type":"-"},{"symbol":"DRAM","call":true,"expireDate":1805428800000,"strike":"90.0","timestamp":1787684457847,"price":3.77,"volume":6750,"amount":2544750,"type":"-"}]},"impliedVol":0.6999,"impliedVolPercentile":0.0408},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"DRAM\",,,,,undefined,":{"symbol":"DRAM","floatShares":474120000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.517094,"shares":474120000,"dividePrice":0,"high":56.7,"amplitude":0.02745,"preClose":54.28,"low":55.21,"week52Low":26.14,"pbRate":"--","week52High":81.34,"institutionHeld":0.0051,"latestPrice":56.24,"eps":0,"divideRate":0,"volume":23022609,"delay":0,"ttmEps":0,"open":55.975,"prevYearClose":27,"prevWeekClose":57.68,"prevMonthClose":50.37,"prevQuarterClose":73.85,"fiveDayClose":55.1,"twentyDayClose":47.77,"sixtyDayClose":63.2},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/DRAM\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"DRAM\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"DRAM\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"DRAM\",pageSize:20,pageCount:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2662399204","title":"報道：美國敦促韓國投資建設存儲芯片工廠","url":"https://stock-news.laohu8.com/highlight/detail?id=2662399204","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662399204?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 07:22","pubTimestamp":1787613778,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["MIC","MUYY","MUD","RAMZ","DISK","DRMY","MULL","RAM","DRMP","HBMX","BK4588","DRAL","MUU","MUZ","FTXL","MUG","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662201048","title":"美國敦促韓國投資建設存儲芯片工廠。","url":"https://stock-news.laohu8.com/highlight/detail?id=2662201048","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662201048?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 07:07","pubTimestamp":1787612840,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["HBMX","MULL","MUU","RAM","MUD","MUYY","DISK","DRAM","FTXL","BK4588","MUG","DRMY","MIC","DRMP","MUZ","RAMZ","DRAL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662201726","title":"深夜，美股存儲芯片、光通信跳水！英偉達7連跌，中國資產普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2662201726","media":"大河财立方","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662201726?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 06:36","pubTimestamp":1787611009,"startTime":"0","endTime":"0","summary":"【大河财立方消息】当地时间8月25日，美股三大指数收盘涨跌不一。道指涨幅为0.26%，标普500指数跌幅为0.28%，纳指跌幅为0.76%。市场担忧美国通胀顽固、美加贸易摩擦升级，叠加对冲基金加速抛售、中期选举政治风险升温，导致风险偏好持续承压。大型科技股涨跌不一，万得美国科技七巨头指数跌0.29%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608253851705052.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608253851705052.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["NVDD","LFGY","RAM","AGOX","SIXG","LYTE","DRAM","CHAT","FDTX","DISK","DRMP","2NVD.UK","MUD","FOTO","AIPI","ILDR","NVD","ESLG","NVII","NVDU","CHPX","FTXL","LUMA","NVDS.UK","SNVD.UK","NVDS","NVDG","WISE","HBMX","ANV","XLK","NVDA","TYLG","NVD2.UK","NULC","JGRO","USD","VGT","CNEQ","CMAG","09747","DRMY","ABFL","IETC","NVD3.UK","CLSE","METV","EFIV","AIFD","ESUM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662209135","title":"全球科技企業競逐存儲芯片賽道","url":"https://stock-news.laohu8.com/highlight/detail?id=2662209135","media":"经济日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662209135?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 05:31","pubTimestamp":1787607071,"startTime":"0","endTime":"0","summary":"人工智能（AI）爆发式增长正在深刻重塑全球存储芯片产业格局，2025年以来，动态随机存储器（DRAM）和闪存（NAND）的价格持续飙升，今年4月至6月，两者的价格较去年同期上涨了50%至60%，全球存储市场进入前所未有的“超级增长周期”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608253851690639.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608253851690639.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["MIC","MUYY","MUD","RAMZ","DISK","DRMY","MULL","RAM","DRMP","HBMX","BK4588","DRAL","09747","MUU","MUZ","FTXL","MUG","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661746652","title":"美股存儲芯片股，集體下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2661746652","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661746652?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 21:45","pubTimestamp":1787579156,"startTime":"0","endTime":"0","summary":"美股三大指数开盘涨跌不一，道指涨0.08%，标普500指数跌0.24%，纳指跌0.5%。光通信、存储芯片板块普跌，Coherent、Lumentum跌超5%，美光科技、希捷科技跌超4%；阿里巴巴跌2%，拟配售800亿港元新股用于AI建设，公司管理层出手增持，蔡崇信、吴泳铭增持约1.2亿港元阿里股票。大宗商品方面，国际油价下跌，美油、布油均跌超1%。贵金属走高，现货黄金逼近4680美元，现货白银涨超1%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8vrJJRltIx8","rn_cache_url":null,"customStyle":"","selectors":"article, body","filters":"","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.ifeng.com/c/8vrJJRltIx8","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":"fenghuang_stock","symbols":["RAM","MIC","HBMX","MUYY","FTXL","MUG","MUU","09747","DRMP","MUZ","MULL","RAMZ","DRAM","DRAL","DRMY","BK4588","DISK","MUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130451148","title":"異動解讀｜Roundhill Memory ETF盤中下跌5.06%，三星股東回報方案不及預期拖累全球存儲板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=1130451148","media":"行情直击","labels":["shareholding","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130451148?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 21:39","pubTimestamp":1787578767,"startTime":"0","endTime":"0","summary":"8月24日，Roundhill Memory ETF盘中下跌5.06%，报53.982美元/股，成交额4.2亿美元。消息面上，三星电子披露股东回报计划，预计全年回馈规模为90万亿至110万亿韩元，低于市场此前预期的200万亿韩元级别，且未明确股票回购细节，摩根大通直言该方案\"未能带来超预期利好\"。三星电子当日在韩股大跌8.7%，SK海力士跌3.41%，存储芯片板块全线承压。美股盘前美光科技跌近4%、闪迪跌超5%，恐慌情绪向ETF层面扩散。","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":"三星回报不及预期，存储板块集体下挫","news_tag":"shareholding,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661203271","title":"美股三大指數走勢分化 存儲芯片板塊走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2661203271","media":"东方财富Choice...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661203271?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 21:37","pubTimestamp":1787578671,"startTime":"0","endTime":"0","summary":"美股三大指数开盘涨跌不一，道琼斯指数涨0.08%，标普500指数跌0.24%，纳斯达克综合指数跌0.53%。光通信、存储芯片板块下挫，Lumentum、闪迪、Coherent跌超5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"eastmoney_highlight","url":"http://finance.eastmoney.com/news/1345,202608243851486388.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1345,202608243851486388.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"eastmoney_highlight","symbols":["09747","DRAM","BK4588","HBMX","MULL","MUYY","RAMZ","MUG","DISK","MIC","MUD","MUZ","RAM","DRAL","MUU","DRMY","FTXL","DRMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661713582","title":"兆易創新：預計DRAM價格下半年延續上漲 SLC NAND Flash的景氣周期至少延續2027年全年","url":"https://stock-news.laohu8.com/highlight/detail?id=2661713582","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661713582?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 21:12","pubTimestamp":1787577125,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["MIC","MUD","DRAM","RAM","RAMZ","MULL","MUZ","DRMY","DRMP","MUU","MUG","DISK","MUYY","BK4588","DRAL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661240792","title":"三巨頭爭內存！未來怎麼走？","url":"https://stock-news.laohu8.com/highlight/detail?id=2661240792","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661240792?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 17:17","pubTimestamp":1787563043,"startTime":"0","endTime":"0","summary":"算力新时代","market":"sg","thumbnail":"https://img3.gelonghui.com/29700-2127afba-72ce-4565-bdc6-c0b57f7e71cf.jpg?guru_height=717&guru_width=1280&guru_size=253681","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/29700-2127afba-72ce-4565-bdc6-c0b57f7e71cf.jpg?guru_height=717&guru_width=1280&guru_size=253681"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/6260471","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":"gelonghui_highlight","symbols":["RAM","DRAL","BK4588","DRAM","RAMZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661229695","title":"消息稱三星電子下半年DRAM增產速度可能低於預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2661229695","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661229695?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 15:46","pubTimestamp":1787557578,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["BK4170","DISK","RAM","MULL","RAMZ","BK4543","DRMY","MUD","MIC","MUYY","07747","DRMP","BK4588","MUZ","MUG","DRAM","SSNLF","07347","DRAL","MUU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661229207","title":"AI基礎設施持續投入，2027年內存收入將突破1萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2661229207","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661229207?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 15:41","pubTimestamp":1787557300,"startTime":"0","endTime":"0","summary":"Gartner研究总监Ben Lee表示，AI基础设施持续投入叠加内存涨价周期，共同推动行业进入本质上全新的增长阶段。2026年全球内存收入预计达8370亿美元，在半导体总收入中的占比将从2025年的27%提升至54%；2027年内存收入将突破1万亿美元。不计内存收入，Gartner预计2026年非内存半导体收入将达7180亿美元，同比增长21.9%，2027年达8640亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8vqsdG8I42P","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":"fenghuang_stock","symbols":["RAM","FCLD","RAMZ","AIPO","DRAM","BK4588","DRAL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661524074","title":"高盛上調 2026 年 WFE 預測至 1500 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2661524074","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661524074?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 12:11","pubTimestamp":1787544661,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，高盛 8 月 23 日研报指出，将 2026 至 2028 年晶圆前端设备（WFE）预测上调至 1500 亿、2180 亿和 2810 亿美元，较此前预测分别高出 6%、17% 和 35%。调整后三年同比增速为 36%、45% 和 29%，此前预期为 28%、32% 和 12%。高盛认为，DRAM 和先进制程代工是短期主要驱动力。DRAM 领域，三星和 SK 海力士资本开支预测分别上调 22% 和 19%，HBM4 量产拉动刻蚀、沉积等设备需求；代工领域，台积电每年资本开支上修 80 亿美元，N2 制程进入量产爬坡阶段。NAND 和逻辑/其他（含 Terafab）将在中期接力，SpaceX 与特斯拉承诺的约 168 亿美元 Terafab 初始阶段设备投入已纳入 WFE 预测。高盛看多全球半导体设备股，重点推荐应用材料、泛林半导体、ASML、东京电子、ASMI、BESI、Lasertec 和荏原。 ","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2284937","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","MUG","MIC","MUZ","DRMY","DRAM","DRAL","MUD","MULL","MUYY","RAM","DISK","MUU","RAMZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661124050","title":"高盛大幅上調全球晶圓廠設備支出：存儲與先進代工成主引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2661124050","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661124050?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 11:48","pubTimestamp":1787543310,"startTime":"0","endTime":"0","summary":"高盛最新报告将2026至2028年全球晶圆厂设备支出预测大幅上调至1500亿、2180亿及2810亿美元，增速预期远超此前判断。台积电N2制程扩产、三星SK Hynix押注HBM4、SpaceX与特斯拉Terafab项目168亿美元承诺，多重引擎共振，半导体资本开支景气周期有望一路延续至2028年。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3780123","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":["MUYY","CGIC","ESIM","TSMY","MEMX","EMC","RAM","ADVE","CNEQ","RAMZ","CGDG","CHPX","TTEQ","BAI","UMMA","AVSE","SPTE","EMM","MUU","SMH","CGNG","CORO","DRAM","DISK","STSM","AVXC","TSMU","CGGO","MUD","TSM","TWSC","ASIA","DRMY","TSMZ","AVEM","KNOW","MUG","TEK","DRMP","TSMX","CWI","FDTX","MUZ","WUGI","SPWO","TSMG","TINS","AIQ","03145","BLOX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2661247613","title":"三星跌近8%，港股存儲芯片股全線下跌，兩倍做多三星電子大跌16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661247613","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661247613?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 10:52","pubTimestamp":1787539920,"startTime":"0","endTime":"0","summary":"8月24日消息，港股存储芯片股集体下跌，其中，南方两倍做多三星电子大跌16%，兆易创新、伟仕佳杰跌超5%，澜起科技跌超4%，南方东英SK海力士每日杠杆最多 产品跌超3%。其中，三星电子跌近8%，SK海力士一度跌超3%。三星上周五表示，今年的股东回报规模将在90万亿至110万亿韩元之间，其中包括第三季度派发30万亿韩元现金股息。KB证券此前预测三星电子用于股东回报的资金可能高达200万亿韩元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/2026-08-24/doc-inipkriw2061760.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LITZ","VRTL","SPYQ","NEBX","MUG","RGTU","SPDN","SAA","ONTX","TEUP","RAM","07747","RAMZ","HBMX","RGTC","SPXU","DRMP","NBIL","OSSL","FTXL","KCAI","NVTC","COZX","SPUU","SSNLF","MUU","VRC","ETNG","LITC","VXUS","VOO","DRAM","MVV","07347","NBIC","ALA","MUD","SH","NVOX","DRMY","DISK","NVTX","NVOH","SIMX","XW","09747","RGTX","SMAX","EMXC","HIBL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661242383","title":"SemiAnalysis：NAND製造正由鎢轉鉬，泛林集團預期將率先受惠","url":"https://stock-news.laohu8.com/highlight/detail?id=2661242383","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661242383?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 09:55","pubTimestamp":1787536540,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["RAM","DRAM","DRMY","MUYY","RAMZ","MUZ","MUD","DRAL","MUU","DISK","MULL","MUG","BK4588","DRMP","MIC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661924419","title":"SK海力士新一代HBM引入先進封裝技術","url":"https://stock-news.laohu8.com/highlight/detail?id=2661924419","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661924419?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 09:27","pubTimestamp":1787534839,"startTime":"0","endTime":"0","summary":"计划最终迈入3D封装时代","market":"us","thumbnail":"https://img3.gelonghui.com/7db69-57337304-9b4d-44d6-913e-c3be63373f8d.jpg?guru_height=852&guru_width=1280&guru_size=233429","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/7db69-57337304-9b4d-44d6-913e-c3be63373f8d.jpg?guru_height=852&guru_width=1280&guru_size=233429"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/6234889","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":"gelonghui_highlight","symbols":["DISK","SKHZ","MUD","RAM","AMKL","SKHY","SKUU","SKHU","SKDD","DRMY","SKHA","DRAL","BK4141","EDZ","BK4588","HBMX","MUG","DRAM","MULL","SKHX","DRMP","MUZ","RAMZ","SKHYV","HYNX","07709","MUU","AMKX","MUYY","MIC","BK4147","TCAI","BESIY","EEMO","SK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661244893","title":"SK海力士正在為其下一代HBM方案引入先進封裝技術","url":"https://stock-news.laohu8.com/highlight/detail?id=2661244893","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661244893?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 09:09","pubTimestamp":1787533790,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["SKHY","SKDD","MUZ","BK4141","SKHYV","BK4588","AMKL","HBMX","EEMO","HYNX","07709","AMKX","MUG","MIC","MUYY","SKUU","MULL","RAMZ","RAM","SKHA","DRMP","BESIY","BK4147","SKHZ","MUU","SK","DRMY","DRAM","SKHU","TCAI","DRAL","EDZ","MUD","SKHX","DISK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661261526","title":"內存股暴跌三成，華爾街卻喊買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2661261526","media":"凤凰AI研究院","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661261526?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 17:43","pubTimestamp":1787305398,"startTime":"0","endTime":"0","summary":"SanDisk和西部数据较高点回撤逾30%，美光和希捷跌幅也达约20%。AI基建的巨量需求推升内存芯片价格，美光和希捷去年涨超三倍，西部数据几乎同样夸张。然而，一场大跌之后，内存股反而成了科技股的估值洼地。美光前瞻市盈率仅6.5倍，SanDisk为7.3倍，均跻身纳斯达克100最便宜的前十名。这正是华尔街仍不愿放弃的原因。美银在抛售潮后将美光列为“精选机会”，分析师维韦克·阿里亚称近期下跌是“增强的买入机会”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.ifeng.com/c/8vm2aavnJIC","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":"fenghuang_stock","symbols":["BK4588","FAZ","DRAM","DRAL","RAM","RAMZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661698722","title":"據報SK海力士（SKHY）擬砸數萬億韓元赴日建存儲芯片製造工廠","url":"https://stock-news.laohu8.com/highlight/detail?id=2661698722","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661698722?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 17:23","pubTimestamp":1787304186,"startTime":"0","endTime":"0","summary":"知情人士透露，该项目潜在投资规模或达数万亿韩元。若该计划最终落地，将创下韩国芯片制造企业在日本开展首个大规模半导体本土化生产项目的历史先例。报道称，SK集团董事长崔泰源此前已亲自前往宫城县进行考察。针对市场传闻，SK海力士回应，公司确实在评估具备所需基础设施的地点作为备选，但目前尚未作出最终决策。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"304094","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MIC","SKDD","SKHA","SKHY","HBMX","MUZ","DISK","RAMZ","MUG","MUD","DRAM","SKHU","SKHYV","MUYY","DRMY","HYNX","EDZ","SK","DRAL","BK4588","EEMO","MULL","MUU","09747","DRMP","BK4141","FTXL","07709","RAM","SKHZ","SKHX","SKUU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661726681","title":"現貨黃金價格飆升，漲破4580美元；美股盤前存儲芯片板塊集體上漲，SK海力士漲2%；國際油價下跌，聯合國呼籲海灣地區有關各方重返談判","url":"https://stock-news.laohu8.com/highlight/detail?id=2661726681","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661726681?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 16:43","pubTimestamp":1787301790,"startTime":"0","endTime":"0","summary":"北京时间8月21日美股盘前，三大股指期货齐涨，存储芯片股普涨，SK海力士涨2%；国际油价齐跌，金银价格飙涨。纳指期货涨0.46%美股盘前，三大股指期货齐涨，截至发稿，道指期货涨0.24%，纳指期货涨0.46%，标普500指数期货涨0.23%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608213849324867.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608213849324867.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["UGLD","IGLD","FLRU","UWT","DTO","HBMX","DNO","IAUF","UGL","YSAU","BPH","FGLD","USOY","NRGZ","DISK","COMT","SKHY","RAM","OILD","DRAM","PBOG","DRMY","CMDY","WGLD","KSA","09747","NRGU","EDZ","PBUG","UUP","OIL","UDN","SKHX","NRGO","EEMO","SKDD","TEXU","XOMO","GNR","CRAK","GXPE","DRMP","NUGT","RPV","MUD","YGRN","XLEI","SHEH","WTID","FTXL"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":2,"totalSize":400,"code":"91000000","status":"200"}]}}