美股详情

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2倍做多MU ETF-Direxion

193.36

-2.2900-1.17%

盘后：190.02-3.3400-1.73%19:59 EST

成交量：209.29万

成交额：3.96亿

市值：11.07亿

市盈率：- -

高：201.80

开：187.40

低：175.44

收：195.65

52周最高：249.10

52周最低：6.77

股本：572.50万

流通股本：572.50万

量比：0.78

换手率：36.56%

股息：4.30

股息率：2.22%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

存储巨头四季报“五大关键点”：当前周期强度超越2017-18“云繁荣周期”

华尔街见闻

AI圈内人士：比新冠更大的事情正在发生，人们还懵懂不知

华尔街见闻

异动解读 | 存储芯片需求强劲带动美光科技走强，2倍做多MU ETF盘中大涨9.40%

异动解读 | 美光科技股价走强，2倍做多MU ETF盘前大涨7.06%

ETF日报｜2倍做多MU ETF涨近20%；三倍做多半导体ETF涨超7%；新兴市场与能源走强、金融承压

老虎资讯综合

异动解读 | 英伟达AI芯片采购计划生变，美光科技遭排除，2倍做多MU ETF盘中大跌11.64%

三星将率先量产HBM4：抢下AI存储的"下一张门票"

华尔街见闻

谷歌母公司Alphabet称2026年资本支出或翻倍半导体与芯片设备股盘前应声上涨

存储超级周期面临考验，韩股波动率“创新高”，对冲成本急升

华尔街见闻

美光“高歌猛进”，但“历史阴霾”开始笼罩

华尔街见闻

异动解读 | 内存价格预测全线暴涨，2倍做多MU ETF盘中大涨5.52%

TrendForce：LPDDR4X与LPDDR5X合约价预计在2026年第一季度环比暴涨近90%

TrendForce：买家争抢有限供应，预计2026年第一季度服务器内存价格环比暴涨约90%

TrendForce：2026年一季度PC内存价格预计环比暴涨超100%，创季度涨幅新纪录

三星、海力士预警：优先供应AI致传统芯片告急，全球手机、PC出货量指引转跌

华尔街见闻

异动解读 | 美光科技宣布240亿美元重大投资计划，2倍做多MU ETF盘中大涨12.09%

胜科工业子公司与美光半导体亚洲运营公司签署关键条款协议

异动解读 | 美光科技宣布重大投资计划，2倍做多MU ETF盘前大涨8.81%

异动解读 | 美光科技宣布240亿美元投资计划，2倍做多MU ETF夜盘大涨5.39%

异动解读 | 美光科技宣布240亿美元投资计划，2倍做多MU ETF盘中大涨11%

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| 存储芯片需求强劲带动美光科技走强，2倍做多MU ETF盘中大涨9.40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199362496","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1199362496?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 22:46","pubTimestamp":1770907587,"startTime":"0","endTime":"0","summary":"2倍做多MU ETF-Direxion (MUU) 今日盘中大涨9.40%，引起了市场的广泛关注。消息面上，该ETF是一只双倍做多半导体公司美光科技(MU)股价的杠杆产品。美光科技股价走强，带动了该ETF的同步上扬。同时，半导体板块整体表现强势，芯片龙头与存储链条走强，进一步推动了相关ETF的表现。行业层面，存储芯片市场正面临供不应求的局面，价格处于上升趋势。人工智能(AI)对存储芯片的需求强劲，挤压了其他应用的供应，为存储芯片制造商带来了增长空间。这种行业基本面的积极变化，是推动美光科技及其相关杠杆产品表现强势的重要原因。","market":"hk","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":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MUU"],"gpt_icon":0},{"id":"1140007366","title":"异动解读 | 美光科技股价走强，2倍做多MU ETF盘前大涨7.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140007366","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140007366?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 17:53","pubTimestamp":1770889995,"startTime":"0","endTime":"0","summary":"2倍做多MU ETF-Direxion(MUU)今日盘前大涨7.06%，引起了市场的关注。消息面上，该ETF是一只双倍做多半导体公司美光科技(MU)股价的杠杆产品。美光科技股价走强，带动了该ETF的同步上扬。同时，半导体板块整体表现强势，芯片龙头与存储链条走强，进一步推动了相关ETF的表现。","market":"hk","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":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MUU"],"gpt_icon":0},{"id":"1178969131","title":"ETF日报｜2倍做多MU ETF涨近20%；三倍做多半导体ETF涨超7%；新兴市场与能源走强、金融承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1178969131","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178969131?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 09:39","pubTimestamp":1770860375,"startTime":"0","endTime":"0","summary":"美股ETF涨幅Top5$2倍做多VRT ETF-GraniteShares$上涨48.77%。该ETF为双倍杠杆单股类产品，跟踪SNDK主题资产组合，标的资产当日上涨推动ETF同向放大。同样双倍做多美光科技股价，半导体板块的强势为该产品贡献当日涨幅。该ETF双倍做多AI信贷平台$Upstart$ Holdings股价，标的股下跌促使ETF同向扩大跌幅。该ETF双倍做多消费品牌电商公司Upexi股价，标的股回落带动杠杆产品明显下挫。大宗商品ETF涨幅Top 5$2倍做多白银ETF-ProShares$上涨8.90%。行业指数ETF涨幅Top 5$三倍做多半导体ETF-Direxion Daily$上涨7.44%。","market":"us","thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4566","SLV","EWA","BK4543","EBND","BK4554","LABX","IE00B7SZLL34.SGD","LU0157215616.USD","LU0203345920.USD","LU0081259029.USD","UPSX","BK4575","LU2458330243.SGD","NUGT","LU2931357623.SGD","UYM","BK4512","BK4527","PXIU","LU2360106780.USD","LU0274383776.USD","BK4605","LU1366333091.USD","LU2211815571.USD","IE0009356076.USD","BK4141","FAZ","SNXX","LU0127658192.USD","AGQ","VRTL","IAGG","LU0082616367.USD","HOOZ","IE00B19Z3B42.SGD","ERX","DIG","LU0889565833.HKD","BK4532","BK4550","EWT","LU0056508442.USD","LU1852331112.SGD","EWZ","UNX","LU1267930813.SGD","MU","LU0203347892.USD","IE00B19Z3581.USD","LU2286300806.USD","PCY","IE00B5949003.HKD","EWY","BK4585","EDC","SOXL","LYFX","LU1323610961.USD","IE0002270589.USD","MUD","LU2089985449.USD","LU0642271901.SGD","MULL","LU2250418816.HKD","MUU","BK4588","BK4533","LU2048586759.USD","LU0719512351.SGD","BK4579","BK4553","PFXF","GB00BDT5M118.USD","GDXJ","LU1803068979.SGD","LU0889566641.SGD","LU0792757196.USD","LU2458330169.SGD","LU1316542783.SGD","PSK","LU0109392836.USD"],"gpt_icon":1},{"id":"1114781017","title":"异动解读 | 英伟达AI芯片采购计划生变，美光科技遭排除，2倍做多MU ETF盘中大跌11.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114781017","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114781017?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 22:43","pubTimestamp":1770648187,"startTime":"0","endTime":"0","summary":"2倍做多美光科技ETF-Direxion（MUU）今日盘中大幅下挫11.64%，引发市场关注。消息面上，据报道，英伟达（NVDA）计划为其下一代“Vera Rubin”AI芯片，几乎全数向SK海力士及三星采购HBM4，而美光科技（MU）将不再参与相关供应。此消息导致存储芯片股集体走低，其中美光科技股价盘中跌逾5%。作为追踪美光科技股价表现的2倍杠杆ETF，MUU的跌幅被显著放大。此外，行业竞争态势也日趋激烈。三星电子正进一步加大在下一代AI内存芯片领域的投入，第六代高带宽内存（HBM4）的供应战主要围绕少数大型厂商展开，这可能对美光科技的未来市场地位构成挑战。","market":"sg","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":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MUU"],"gpt_icon":0},{"id":"2609853578","title":"三星将率先量产HBM4：抢下AI存储的\"下一张门票\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2609853578","media":"华尔街见闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609853578?lang=zh_cn&edition=fundamental","pubTime":"2026-02-08 15:02","pubTimestamp":1770534123,"startTime":"0","endTime":"0","summary":"据悉三星HBM4量产和出货时间定在本月第三周，即农历新年假期后立即启动。三星在上一代HBM3E产品上曾遭遇挫折，此次抢先量产HBM4被视为重夺市场主动权的关键一步。","market":"nz","thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765248","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765248","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1066051811.HKD","LU0175139822.USD","LU1267930730.SGD","LU1868836757.USD","IE00BK4W5L77.USD","IE00BKVL7J92.USD","LU2361045086.USD","NVDG","SG9999004303.SGD","LU1721428933.USD","LU0157215616.USD","LU0069063385.USD","LU2106854487.HKD","LU1917777945.USD","BK4567","LU2360032135.SGD","NVDQ","IE00BJJMRY28.SGD","LU0444971666.USD","LU2065169927.USD","LU0210536198.USD","LU0348723411.USD","LU2357125470.USD","LU0820561818.USD","SG9999015952.SGD","LU2028103732.USD","LU1989764664.SGD","LU2125154935.USD","LU0476273544.USD","BK4532","IE00BJTD4V19.USD","LU0820561909.HKD","LU2191332357.HKD","LU0347712357.USD","LU2092937148.SGD","LU0266013472.USD","LU2087625088.SGD","LU2462157665.USD","LU1861220033.SGD","BK4579","LU2471134523.USD","LU2458330243.SGD","LU2108987350.USD","SNDK","LU0061474705.USD","LU1983260115.SGD","LU2491050154.USD","LU2089283258.USD","IE00BJJMRX11.SGD","NVDU","NVDX","LU2543165471.USD","LU0390134368.USD","LU0256863902.USD","SG9999002232.USD","MULL","LU0342679015.USD","LU2125909247.SGD","SG9999014559.SGD","IE00BQXX3F31.USD","LU1988902786.USD","LU2506951792.HKD","NVII","IE0034235188.USD","LU1951198990.SGD","LU2456880835.USD","LU1720051017.SGD","LU0528227936.USD","LU1778281490.HKD","LU2491050071.SGD","LU2264538146.SGD","LU1852331112.SGD","IE00BFSS7M15.SGD","SGXZ31699556.SGD","NVDL","NVIW.SI","LU2552382058.USD","LU0345768153.USD","IE00B1XK9C88.USD","LU1267930490.SGD","LU0861579265.USD","BK4581","LU0882574139.USD","LU1548497426.USD","IE00BKDWB100.SGD","LU1366333091.USD","LU1935043536.SGD","NVDS","LU2083900584.USD","LU2125154778.USD","NVD2.UK","LU2272731865.HKD","LU1261432733.SGD","BK4585","STX","IE00BMPRXQ63.HKD","BK4592","LU0672654240.SGD","BK4550","SG9999015341.SGD","LU2168564222.USD","LU0965509101.SGD","LU0154236417.USD","LU0868494617.USD","LU1242518857.USD","LU2087621335.USD","IE00BN29S564.USD","LU2089985449.USD","LU0823434583.USD","LU2272731600.USD","LU0823414551.USD","SG9999018857.SGD","LU1037948541.HKD","LU0265550359.USD","LU0353189680.USD","LU1571399168.USD","LU2063271972.USD","LU0006306889.USD","LU1066053197.SGD","IE00BHPRN162.USD","LU2237957902.USD","LU0353189763.USD","LU0823421333.USD","WDC","LU0289961442.SGD","LU2077746001.SGD","LU1861127337.USD","BK4141","LU0211328371.USD","LU2054465674.USD","LU1868836914.USD","HK0000320223.HKD","LU2244417387.USD","LU1791710582.SGD","BK4608","LU2458330169.SGD","LU0072462426.USD","SG9999002224.SGD","LU0787776722.HKD","LU2420271590.USD","LU1435385759.SGD","LU1923623000.USD","LU2471134796.USD","IE00B4YYXB79.USD","LU2430703251.USD","BK4612","LU1791710400.SGD","LU1839511570.USD","LU0203201768.USD","LU0689626769.HKD","LU2023250504.SGD","LU2211815571.USD","LU2750360997.AUD","LU2860962120.EUR","SG9999015978.USD","IE000KEQY171.SGD","LU0215105999.USD","IE00B5949003.HKD","LU2552382215.SGD","LU2430703178.SGD","IE00B19Z9505.USD","LU1551013425.SGD","LU0234570918.USD","LU0238689110.USD","MUD","LU1496350171.SGD","LU2250418816.HKD","LU0081259029.USD","LU0979878070.USD","IE00BJLML261.HKD","LU0256863811.USD","LU1629891620.HKD","09347","BK4533","LU0274383776.USD","LU0225283273.USD","LU0276348264.USD","LU2361044949.HKD","LU2471134879.HKD","LU0265550946.USD","SG9999014906.USD","LU0210528500.USD","LU2065171402.SGD","LU0029864427.USD","LU2592432038.USD","LU2756315664.SGD","LU2213496289.HKD","LU1633808545.USD","LU0689472784.USD","LU0077335932.USD","LU0289739343.SGD","LU2896262040.SGD","IE0004445239.USD","LU0109392836.USD","LU0056508442.USD","LU0079474960.USD","IE00BKPKM429.USD","LU0345769631.USD","SG9999001424.SGD","LU0061475181.USD","LU2471134952.CNY","LU1153585028.USD","IE00B775SV38.USD","LU1804176565.USD","LU2357305700.SGD","LU2242650005.HKD","LU1868837136.USD","LU0053666078.USD","LU2403377893.USD","LU1691799644.USD","LU0310800379.SGD","LU0345770308.USD","LU0788109477.HKD","LU1989772840.SGD","LU2125909593.SGD","NVDY","LU0472753341.HKD","LU0267386448.USD","LU1119994496.HKD","IE0003U64NQ7.SGD","BK4554","LU1992135472.HKD","LU1720051108.HKD","LU0308772762.SGD","LU1674673428.USD","LU0289960550.SGD","LU1868836591.USD","BK4534","IE00B4JS1V06.HKD","LU2092627202.USD","LU2237438978.USD","LU0511384066.AUD","DIPS","LU1035775433.USD","LU1551013342.USD","IE0001KFT4U8.USD","BK4587","IE0004091025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| 内存价格预测全线暴涨，2倍做多MU ETF盘中大涨5.52%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174304969","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174304969?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 22:37","pubTimestamp":1770043045,"startTime":"0","endTime":"0","summary":"追踪美光科技的杠杆ETF——2倍做多MU ETF-Direxion今日盘中大幅上涨5.52%，表现强劲。消息面上，市场研究机构TrendForce于今日凌晨连续发布多份报告，预测2026年第一季度各类内存芯片价格将出现惊人涨幅。美光科技作为全球主要的内存芯片制造商，其业绩与内存市场价格高度相关。内存价格全线看涨的预测，显著提升了市场对美光科技未来营收和盈利能力的乐观预期，从而直接推动了其股价上涨。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MUU"],"gpt_icon":0},{"id":"1115574552","title":"TrendForce：LPDDR4X与LPDDR5X合约价预计在2026年第一季度环比暴涨近90%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115574552","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115574552?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 17:48","pubTimestamp":1770025721,"startTime":"0","endTime":"0","summary":"根据市场研究机构TrendForce的最新预测，低功耗双倍数据速率4X（LPDDR4X）和低功耗双倍数据速率5X（LPDDR5X）存储芯片的合约价格，有望在2026年第一季度实现显著跃升，环比涨幅预计均接近90%。\n这一强劲增长主要受多重因素驱动。一方面，人工智能应用、高端移动设备以及汽车电子等领域对内存的需求持续扩张；另一方面，上游晶圆产能供应趋紧，叠加主要供应商如美光科技（Micron Technology）等持续优化产品结构，共同推高了市场报价。\n分析指出，此番价格波动或将进一步影响下游终端产品的成本结构，并可能加速行业向更先进制程的内存技术过渡。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0002270589.USD","BK4575","LU0889566641.SGD","LU2360106780.USD","LU0203345920.USD","LU0127658192.USD","BK4527","LU0719512351.SGD","LU1316542783.SGD","LU1366333091.USD","LU2211815571.USD","LU0056508442.USD","LU0109392836.USD","LU1803068979.SGD","BK4532","LU1323610961.USD","LU0642271901.SGD","BK4512","BK4588","MU","LU2458330169.SGD","BK4554","LU0792757196.USD","LU2931357623.SGD","IE00B19Z3581.USD","BK4543","BK4533","LU2089985449.USD","IE00B19Z3B42.SGD","BK4585","MULL","MUU","LU0082616367.USD","LU1267930813.SGD","LU0081259029.USD","LU0889565833.HKD","LU2286300806.USD","MUD","LU2458330243.SGD","LU0203347892.USD","BK4553","GB00BDT5M118.USD","IE00B7SZLL34.SGD","BK4579","BK4566","LU0157215616.USD","LU0274383776.USD","BK4605","LU2048586759.USD","LU1852331112.SGD","LU2250418816.HKD","BK4141"],"gpt_icon":0},{"id":"1114556282","title":"TrendForce：买家争抢有限供应，预计2026年第一季度服务器内存价格环比暴涨约90%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114556282","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114556282?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 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17:40","pubTimestamp":1770025253,"startTime":"0","endTime":"0","summary":"根据市场研究机构TrendForce的最新预测，2026年第一季度个人电脑内存价格预计将出现环比超过100%的惊人涨幅，这一涨幅有望刷新历史季度增长纪录。此次价格飙升主要受供需关系急剧变化驱动。同时，PC厂商为应对下一代操作系统和软件应用的内存需求，正积极扩大采购规模，进一步加剧了供应紧张局面。行业观察人士指出，若当前供需态势延续，内存价格的上行周期可能持续至2026年下半年，并对PC整机成本及消费者终端价格产生显著影响。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["MU","BK4585","IE00B19Z3581.USD","LU0082616367.USD","LU0203345920.USD","LU2458330169.SGD","LU0642271901.SGD","LU1316542783.SGD","MULL","LU1323610961.USD","LU1366333091.USD","LU2048586759.USD","LU0157215616.USD","LU1803068979.SGD","LU0889565833.HKD","LU2458330243.SGD","BK4605","BK4575","LU1267930813.SGD","LU2250418816.HKD","GB00BDT5M118.USD","BK4579","BK4554","LU0889566641.SGD","LU0127658192.USD","LU2089985449.USD","LU0081259029.USD","BK4553","LU0274383776.USD","LU0719512351.SGD","LU2211815571.USD","BK4532","BK4141","BK4566","BK4512","LU2286300806.USD","LU2360106780.USD","LU0056508442.USD","BK4527","BK4533","IE00B7SZLL34.SGD","LU0109392836.USD","LU0792757196.USD","BK4588","LU1852331112.SGD","LU2931357623.SGD","IE00B19Z3B42.SGD","LU0203347892.USD","MUU","IE0002270589.USD","MUD","BK4543"],"gpt_icon":0},{"id":"2607384035","title":"三星、海力士预警：优先供应AI致传统芯片告急，全球手机、PC出货量指引转跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2607384035","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607384035?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 22:15","pubTimestamp":1769696136,"startTime":"0","endTime":"0","summary":"全球两大存储芯片巨头三星与SK海力士发出警告，由于AI服务器需求激增，产能正优先转向高利润的HBM等高端芯片，导致传统PC和智能手机所需的DRAM供应持续紧张。这一结构性短缺已迫使IDC等机构下调2026年全球智能手机与PC出货预期至萎缩。","market":"nz","thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764505","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"5c213c6de7d9186d30cd7bb6955ce2e1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764505","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"三星、海力士预警：优先供应AI致传统芯片告急，全球手机、PC出货量指引转跌","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK","SMSD.UK","07709","BK4209","BK4588","MULL","MUD","SSNLF","07747","WDC","STX","MU","MUU","BK4535","BK4585","09347"],"gpt_icon":1},{"id":"1155764803","title":"异动解读 | 美光科技宣布240亿美元重大投资计划，2倍做多MU ETF盘中大涨12.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155764803","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155764803?lang=zh_cn&edition=fundamental","pubTime":"2026-01-28 22:46","pubTimestamp":1769611607,"startTime":"0","endTime":"0","summary":"2倍做多MU ETF-Direxion (MUU) 今日盘中大涨12.09%，引起了市场的广泛关注。消息面上，该ETF所追踪的标的公司美光科技 (MU) 宣布了一项重大投资计划，将在新加坡投资高达240亿美元，建设一座先进的存储芯片制造工厂。此利好消息直接提振了美光科技的股价，并因其杠杆效应，显著放大了追踪其表现的ETF MUU的涨幅。市场分析认为，美光科技的此项巨额投资旨在满足全球激增的存储芯片需求，标志着其在扩大全球产能和巩固市场地位方面迈出了关键一步，被普遍视为对公司长期增长前景的积极信号，从而增强了投资者信心，并带动了相关杠杆产品的强劲表现。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MUU"],"gpt_icon":0},{"id":"1131136219","title":"胜科工业子公司与美光半导体亚洲运营公司签署关键条款协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1131136219","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131136219?lang=zh_cn&edition=fundamental","pubTime":"2026-01-28 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| 美光科技宣布重大投资计划，2倍做多MU ETF盘前大涨8.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136596621","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136596621?lang=zh_cn&edition=fundamental","pubTime":"2026-01-28 17:20","pubTimestamp":1769592035,"startTime":"0","endTime":"0","summary":"2倍做多MU ETF-Direxion (MUU) 今日盘前大涨8.81%，引起了市场的广泛关注。消息面上，该ETF所追踪的标的公司美光科技 (MU) 宣布了一项重大投资计划，将在新加坡投资高达240亿美元，建设一座先进的存储芯片制造工厂。此利好消息直接提振了美光科技的股价，并因其杠杆效应，显著放大了追踪其表现的ETF MUU的涨幅。市场分析认为，美光科技的此项巨额投资旨在满足全球激增的存储芯片需求，标志着其在扩大全球产能和巩固市场地位方面迈出了关键一步，被普遍视为对公司长期增长前景的积极信号，从而增强了投资者信心，并带动了相关杠杆产品的强劲表现。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MUU"],"gpt_icon":0},{"id":"1188652850","title":"异动解读 | 美光科技宣布240亿美元投资计划，2倍做多MU ETF夜盘大涨5.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188652850","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188652850?lang=zh_cn&edition=fundamental","pubTime":"2026-01-28 09:05","pubTimestamp":1769562324,"startTime":"0","endTime":"0","summary":"2倍做多MU ETF-Direxion (MUU) 今日夜盘大涨5.39%，引起了市场的广泛关注。消息面上，该ETF所追踪的标的公司美光科技 (MU) 宣布了一项重大投资计划，将在新加坡投资高达240亿美元，建设一座先进的存储芯片制造工厂。此利好消息直接提振了美光科技的股价，并因其杠杆效应，显著放大了追踪其表现的ETF MUU的涨幅。市场分析认为，美光科技的此项巨额投资旨在满足全球激增的存储芯片需求，标志着其在扩大全球产能和巩固市场地位方面迈出了关键一步，被普遍视为对公司长期增长前景的积极信号，从而增强了投资者信心，并带动了相关杠杆产品的强劲表现。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9f26da7bdfdbcc15d75c4fe281bb52c3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["MUU"],"gpt_icon":0},{"id":"1143564934","title":"异动解读 | 美光科技宣布240亿美元投资计划，2倍做多MU ETF盘中大涨11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143564934","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143564934?lang=zh_cn&edition=fundamental","pubTime":"2026-01-27 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