美股详情

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希捷科技

380.07

+1.280.34%

盘后：377.00-3.0700-0.81%19:59 EDT

成交量：232.25万

成交额：8.84亿

市值：828.55亿

市盈率：42.95

高：388.07

开：378.53

低：376.08

收：378.79

52周最高：459.84

52周最低：63.19

股本：2.18亿

流通股本：2.12亿

量比：0.49

换手率：1.10%

股息：2.90

股息率：0.76%

每股收益(TTM):8.85

每股收益(LYR):6.77

净资产收益率：2207.14%

总资产收益率：19.41%

市净率：180.51

市盈率(LYR):56.14

数据加载中...

总览公司新闻资讯公告

异动解读 | 存储市场迎“超级牛市”，希捷科技盘中大涨5.07%

存储概念股多数走高，希捷科技、西部数据均创新高

老虎资讯综合

AI支出进入新阶段！杰富瑞最新研判：存储巨头正从云巨头手中接过定价权

智通财经网

韩媒：三星电子将一季度NAND价格上调100%，远超市场预期

华尔街见闻

三星回应“记忆体涨价80%”传闻：并未对所有产品全面涨价

老虎资讯综合

存储“涨飞”！“美股最强”闪迪涨超10%，美光、西部数据、希捷科技齐刷新高

华尔街见闻

存储芯片“贫富差距”拉大，赢家输家到底怎么选？

华尔街见闻

BUZZ-希捷和西部数据因第二季度前景强劲而被 BofA 调高 PT 后上涨

美股存储芯片股逆势大涨美光、希捷、闪迪等股集体刷新记录新高

腾讯自选股

花旗上调希捷科技目标价至385美元

机械硬盘短短四个月暴涨46%！未来价格或直接翻倍

美光：预计前所未有的存储芯片短缺将持续到2026年之后

老虎资讯综合

2026年1月存储产品价格大幅上涨

实时市场-芯片相关公司是否挑战轮动说法？

美国股票-华尔街上涨，芯片制造商在震荡的一周结束时跳涨

前方高能! AI燃爆存储芯片超级周期这位业绩跑赢97%同行的基金经理押注“存储”为最佳主题

部分内存条价格暴涨超300%，报告称存储市场进入超级牛市

老虎资讯综合

AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...

老虎资讯综合

数据：多个代币出现冲高回落，STX 触及今日新低

99% 计算闲置？推理时代，存力比算力香！

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13:21","pubTimestamp":1769318493,"startTime":"0","endTime":"0","summary":"这一涨幅远超市场此前预期。","market":"us","thumbnail":"https://static.tigerbbs.com/04c865364ce54ce7fd654953b94dab65","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/04c865364ce54ce7fd654953b94dab65"],"rights":{"source":"lsy1762389672944","url":"https://wallstreetcn.com/articles/3764089","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"241e7f75d26ae8eafc5464a11d9e6710","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764089","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":"lsy1762389672944","symbols":["SNDK","WDC","MU","STX"],"gpt_icon":1},{"id":"1149718178","title":"三星回应“记忆体涨价80%”传闻：并未对所有产品全面涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=1149718178","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149718178?lang=zh_cn&edition=fundamental","pubTime":"2026-01-22 12:55","pubTimestamp":1769057751,"startTime":"0","endTime":"0","summary":"市场传言并不正确。","market":"us","thumbnail":"https://static.tigerbbs.com/47e2fa8cc8f3c9e982402d0bcd45b421","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/47e2fa8cc8f3c9e982402d0bcd45b421"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"90cbf063d553d3b93fd9655aa8a11783","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK","STX","WDC","MU"],"gpt_icon":0},{"id":"2605623432","title":"存储“涨飞”！“美股最强”闪迪涨超10%，美光、西部数据、希捷科技齐刷新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2605623432","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605623432?lang=zh_cn&edition=fundamental","pubTime":"2026-01-22 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Securities将STX的目标价从320美元上调至400美元，预计该公司第二季度财报将表现强劲，原因是数据中心营收将持续走强，视频和图像应用以及消费者营收将出现一些季节性改善。","market":"hk","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260120:nL4S3YL1RP:1","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":["BK4553","BK4588","LU0787776722.HKD","LU1894683348.USD","LU0444971666.USD","LU1804176565.USD","IE00B1BXHZ80.USD","LU0306806265.USD","LU1201861165.SGD","LU1035773651.USD","LU0321505439.SGD","BK4504","IE00B7SZLL34.SGD","IE00BZ1G4Q59.USD","LU0476273544.USD","LU0648000940.SGD","LU0130517989.USD","LU0477156953.USD","LU0980610538.SGD","GB00BDT5M118.USD","IE00BFXG1179.USD","IE00BLSP4452.SGD","LU1496350502.SGD","LU0683600562.USD","LU1894683264.USD","LU1496350171.SGD","LU1823568750.SGD","LU0417517546.SGD","LU1670627923.USD","IE00BKVL7J92.USD","LU1069347547.HKD","BK4581","LU1506573853.SGD","LU1642822529.SGD","IE00B19Z9Z06.USD","LU1235294995.USD","LU0006061336.USD","LU0310800965.SGD","LU1815336760.USD","BK4512","LU0648001328.SGD","LU1046421795.USD","LU0234572021.USD","LU0106831901.USD","LU2265009873.SGD","LU0130102774.USD","LU1280957306.USD","LU0306807586.USD","LU0957808578.USD","LU0444973449.USD","LU1267930227.SGD","LU0868494617.USD","IE00BBT3K403.USD","LU1791807156.HKD","LU0320765489.SGD","STX","LU0081259029.USD","LU0052756011.USD","LU2129689514.USD","LU0203347892.USD","LU1883839398.USD","LU0170899867.USD","LU1074936037.SGD","LU2129689605.HKD","LU0098860793.USD","BK4534","IE0001KFT4U8.USD","LU0477156797.USD","LU0971096721.USD","LU0203345920.USD","BK4585","LU0128525689.USD","LU0321505868.SGD","BK4559","IE0034235188.USD","BK4207","WDC","LU0130518102.USD","LU0149725797.USD","LU1162221912.USD","LU0070302665.USD","IE00B19Z3581.USD","IE00B894F039.SGD","IE00BLSP4239.USD","LU2133065610.SGD","BK4170","LU2129689431.USD","LU0314106906.USD","LU1366192091.USD","LU1201861249.SGD","LU1880398471.USD","LU0053666078.USD","LU1363072403.SGD","IE00B19Z9P08.USD","LU1670628061.USD","LU0211331839.USD","LU0640476718.USD","LU0130103400.USD","LU0320765646.SGD","LU0256863811.USD","LU1880398554.USD","LU1668664300.SGD","LU0256863902.USD","IE0002270589.USD","LU0208291251.USD","LU1718418525.SGD","IE00B19Z3B42.SGD"],"gpt_icon":1},{"id":"2604114685","title":"美股存储芯片股逆势大涨 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11:24","pubTimestamp":1768793064,"startTime":"0","endTime":"0","summary":"美光上周五大涨近8%，年内涨幅超27%。","market":"us","thumbnail":"https://static.tigerbbs.com/ad5f0c0b433bb5a44eddbe0f8b56acd2","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ad5f0c0b433bb5a44eddbe0f8b56acd2"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"64d6dc9cb8dc2a3123ca0762189f9b48","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":["STX","SNDK","MU","WDC"],"gpt_icon":0},{"id":"2604412946","title":"2026年1月存储产品价格大幅上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2604412946","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604412946?lang=zh_cn&edition=fundamental","pubTime":"2026-01-17 14:53","pubTimestamp":1768632783,"startTime":"0","endTime":"0","summary":"希捷 24TB BarraCuda 硬盘售价攀升至 500 美元，涨幅为 62.36%。另有部分 DDR4 和 DDR5 内存产品涨幅超过 300%。Lexar NM790 2TB SSD 涨幅最高，达 100.60%；Kingston NV3 NVMe PCIe 4.0 SSD 1TB 涨幅为 140.28%；Samsung SSD 990 EVO Plus 1TB 涨幅为 101.23%。所有数据基于 2025 年 9 月 15 日至 2026 年 1 月 14 日五个时间节点的市场追踪结果，涵盖希捷、西部数据、东芝、三星、金士顿、美光等主要品牌多类产品，反映全球主流存储设备市场价格变动趋势。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260117145634a7258745&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:09","pubTimestamp":1768576149,"startTime":"0","endTime":"0","summary":"美国主要指数涨跌不一，变化不大1 月份 NAHB 住房市场指数为 37，预期为 40 欧元 STOXX 600 指数下跌 ~0.2%美元、比特币下跌；黄金微涨；原油上涨美国 10 年期国债收益率升至 ~4.19%. 1月16日 - 欢迎访问路透记者为您提供的市场实时报导主页。您可以通过以下网址与我们分享您的观点 markets.research@thomsonreuters.com 芯片相关公司是否在挑战轮动说法？对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"hk","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260116:nL4T3YH19L:1","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":["LU2471134796.USD","SG9999000418.SGD","BK4581","BK4566","LU0106261372.USD","LU0868494617.USD","LU2357125470.USD","BK4608","BK4534","LU1814569148.SGD","BK4579","BK4602","SG9999001424.SGD","LU0321505439.SGD","LU0964807845.USD","LU2463028550.USD","LU1868836757.USD","LU1069344957.HKD","IE000W1ABFV2.USD","LU0006306889.USD","LU1823568750.SGD","LU1571399168.USD","BK4585","LU2097344431.USD","BK4605","LU0965509283.SGD","LU1280957306.USD","LU2125909759.SGD","LU1242518857.USD","LU2360107168.USD","LU1923622614.USD","GB00BDT5M118.USD","SG9999014542.SGD","BK4554","LU2023250330.USD","LU0238689110.USD","BK4535","LU2054465674.USD","LU1035775433.USD","NVII","IE00BYXW3230.USD","LU0096362180.USD","BK4575","LU0308772762.SGD","LU2213496289.HKD","LU0289739343.SGD","LU1720051108.HKD","IE00BK4W5M84.HKD","LU1868837300.USD","IE00B7SZLL34.SGD","LU2294711713.HKD","LU1127390331.HKD","IE00B19Z8W00.USD","LU2417539215.USD","LU1989764748.USD","LU0289961442.SGD","NVDD","LU0011850046.USD","IE000KEQY171.SGD","LU1323610961.USD","IE00BMPRXQ63.HKD","LU0094547139.USD","IE00BK4W5L77.USD","INTC","LU2191332357.HKD","LU0683600562.USD","LU1064131342.USD","LU2083900584.USD","LU0820562030.AUD","IE00BDRTCR15.USD","LU1629891620.HKD","LU0528227936.USD","LU0097036916.USD","LU2896262040.SGD","SG9999014559.SGD","IE0003U64NQ7.SGD","LU1988902786.USD","LU1861127337.USD","LU2087625088.SGD","LU1116320737.USD","LU2322448957.HKD","LU0127658192.USD","LU0029864427.USD","SG9999002232.USD","LU0061474960.USD","SG9999014567.USD","LU0942090050.USD","IE0009G5SDU7.USD","LU2456880835.USD","LU0234572021.USD","IE00BMPRXN33.USD","IE00BQXX3F31.USD","LU2168563687.JPY","NVDU","LU1261432733.SGD","LU2592432038.USD","LU2552382215.SGD","BK4141","LU1923623000.USD","LU2092627202.USD","LU2552382132.HKD","HK0000320223.HKD","LU0345770308.USD","LU0985320562.USD","SG9999004303.SGD","HK0000914660.USD","LU2543165471.USD","NVD3.UK","SG9999018857.SGD","IE00B19Z8X17.USD","LU0234570918.USD","LU0323591593.USD","LU1232071149.USD","LU0187121727.USD","HK0000306685.HKD","LU0672654240.SGD","LU0175139822.USD","LU2125909916.SGD","LU2430703178.SGD","LU0274383776.USD","LU0689472784.USD","NVDS","DIPS","LU0342679015.USD","LU0417517546.SGD","SG9999015945.SGD","IE00B19Z9Z06.USD","LU0444971666.USD","LU0053666078.USD","LU0289960550.SGD","LU1868836591.USD","BK4598","BK4503","LU2089985449.USD","NVD2.UK","LU2381873111.SGD","BK4614","LU1992135399.USD","LU2462157665.USD","IE00B775H168.HKD","SG9999017495.SGD","BK4550","LU1046421795.USD","LU2272731600.USD","IE00BFSS7M15.SGD","LU0061475181.USD","NVDS.UK","LU0107464264.USD","LU2106854487.HKD","LU0158827948.USD","LU1935043023.USD","LU2237438978.USD","IE0009356076.USD","LU2471134523.USD","LU0689626769.HKD","LU0965509010.AUD","LU0348723411.USD","IE00BN29S564.USD","LU1267930730.SGD","LU0109392836.USD","LU1821325948.USD","LU1983260115.SGD","LU2473716301.USD","LU0823421416.USD","LU0082616367.USD","LU2108987350.USD","LU0823434740.USD","LU2491049909.HKD","LU1803068979.SGD","LU2271345857.HKD","LU0048584097.USD","LU1917777945.USD","LU2361044865.SGD","LU1366333091.USD","LU0056508442.USD","NVD","LU1551013425.SGD","IE00B5949003.HKD","LU2756315318.SGD","LU0158827781.USD","LU1989772923.USD","IE00BHPRN162.USD","SG9999018865.SGD","LU0965508806.USD","LU1935042991.SGD","LU0882574139.USD","LU2361044949.HKD","SG9999002224.SGD","LU1839511570.USD","LU2750360641.GBP","LU1244550494.USD","LU2023251221.USD","LU0198837287.USD","LU0787776722.HKD","LU0979878070.USD","LU1951200564.SGD","LU2242650005.HKD","SG9999014575.USD","LU1145028129.USD","LU0057025933.USD","IE00BQXX3C00.GBP","LU0345770993.USD","LU0310799852.SGD","LU2250418816.HKD","IE00B4YYXB79.USD","IE000ITXATA3.USD","LU1244550577.SGD","LU2360106780.USD","LU0124676726.USD","LU2505996681.GBP","SG9999015978.USD","LU0347712357.USD","LU0472753341.HKD","LU1861220033.SGD","LU2237957902.USD","LU1720051017.SGD","LU2413666699.HKD","LU0203347892.USD","LU2168564495.EUR","LU0444973449.USD","LU0820561909.HKD","NVDY","HK0000914686.HKD","STX","LU1435385759.SGD","LU2931357623.SGD","LU1674673428.USD","LU1992135472.HKD","SG9999015341.SGD","BK4553","LU0210536198.USD","BK4512","LU0345769631.USD","IE00BMPRXR70.SGD","LU0792757196.USD","LU2290526834.HKD","LU2458330243.SGD","LU0211328371.USD","LU2461242641.AUD","LU1496350502.SGD","LU0390134368.USD","LU1066051225.USD","IE00BD6J9T35.USD","LU2211815571.USD","2NVD.UK","LU0251132253.USD","LU1935042215.USD","IE0004445239.USD","LU0965509101.SGD","LU1066051811.HKD","LU2148611432.USD","LU1066051498.USD","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23:05","pubTimestamp":1768575917,"startTime":"0","endTime":"0","summary":"美国股票-华尔街上涨，芯片制造商在震荡的一周结束时跳涨指数上涨：道指上涨 0.14%，标普 500 指数上涨 0.27%，纳斯达克指数上涨 0.49%道富银行第四季度利润下降，原因是支出增加电力生产商因抑制电价协议的报道而下跌早间价格更新Medha Singh/Pranav Kashyap. 华尔街主要股指 周五走高 ，原因是芯片制造商在本周的波动中重回主导地位，本周也标志着第四季度财报季的开始。存储芯片制造商领涨，美光MU.O、希捷科技STX.O和闪迪SNDK.O在2025年飙升的基础上又上涨2%到7%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f4745e62e18b24638344babe1e955345","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260116:nL4S3YH18T:1","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":["IE00BFMHRM44.USD","LU1235294995.USD","LU1621768115.EUR","LU1823568750.SGD","LU1814569148.SGD","LU1366192091.USD","LU2357305700.SGD","IE0002270589.USD","IE00B19Z9P08.USD","LU0210536198.USD","IE00B7SZLL34.SGD","LU0203202063.USD","BK4141","LU0106261372.USD","BK4529","LU2326559502.SGD","LU1720051108.HKD","LU2361045086.USD","WDC","LU2896262040.SGD","BK4532","LU0672654240.SGD","IE00BKPKM429.USD","BK4081","LU0081259029.USD","LU0320765059.SGD","LU2543165471.USD","LU1267930730.SGD","LU1720051017.SGD","LU2065171402.SGD","SGXZ51526630.SGD","LU2461242641.AUD","BK4543","LU1064131342.USD","LU0215105999.USD","LU2065171311.SGD","LU0942090050.USD","LU1815336760.USD","LU0476273544.USD","IE00B19Z9Z06.USD","MU","LU1989764664.SGD","BK4602","IE00B19Z8W00.USD","BK4598","LU1778281490.HKD","LU1232071149.USD","LU1621768206.USD","LU0210533765.USD","IE00BZ1G4Q59.USD","LU2362541513.USD","LU1093756325.SGD","LU2552382058.USD","LU2552382132.HKD","BK4612","BK4515","LU0957808578.USD","LU1642822529.SGD","IE00B19Z8X17.USD","IE00BQXX3C00.GBP","IE00BZ18W340.USD","SG9999004303.SGD","BK4606","SGXZ81514606.USD","LU0127658192.USD","LU2148611432.USD","LU1670628061.USD","LU0203345920.USD","LU2552382215.SGD","BK4581","BK4587","BK4566","LU0708995401.HKD","LU1316542783.SGD","IE00BZ18W456.USD","LU1988902786.USD","BK4527","STX","LU2384288077.EUR","LU0203201768.USD","LU0225283273.USD","LU0006306889.USD","LU1035773651.USD","IE00BD4GTV84.USD","LU1435385759.SGD","LU0353189680.USD","LU1674673691.USD","IE00B19Z3581.USD","LU2237957902.USD","LU0274383776.USD","LU2362541273.HKD","IE00BMQBXF63.USD","LU1429558221.USD","BK4170","LU0256863902.USD","LU0444973449.USD","LU2087625088.SGD","LU0417517546.SGD","BK4548","BK4575","BK4588","IE00BQXX3F31.USD","LU1069347547.HKD","LU0786609619.USD","SGXZ23171101.USD","BK4550","LU2860962120.EUR","IE00B19Z9505.USD","LU2065169927.USD","LU1069344957.HKD","LU0321505868.SGD","LU0256863811.USD","BK4512","IE00BD4GTT62.SGD","LU0868494708.USD","LU0234570918.USD","LU1670627923.USD","LU0353189763.USD","BK4579","IE00BKVL7J92.USD","BK4534","LU2361044949.HKD","LU2108987350.USD","LU0444971666.USD","BK4108","LU0082616367.USD","LU0109391861.USD","LU1127390331.HKD","BK4605","LU2931357623.SGD","BK4507","LU1674673428.USD","IE00B19Z3B42.SGD","LU2237957811.SGD","BK4535","LU0642271901.SGD","LU0077335932.USD","BK4551","SOXX","LU0079474960.USD","LU2362540622.SGD","GB00BDT5M118.USD","LU1093756168.USD","IE00BD4GTW91.USD","LU1621767737.EUR","LU0882574139.USD","BK4524","LU0719512351.SGD","LU2065170008.USD","LU1548497426.USD","BK4105","LU2089985449.USD","LU0097036916.USD","IE00BQXX3D17.EUR","IE00B894F039.SGD","LU1046421795.USD","SGXZ99366536.SGD","LU1621767810.EUR","LU0203347892.USD","LU0006061336.USD","BK4554","LU0234572021.USD","LU0868494617.USD","BK4533","LU2264538146.SGD","LU2361044865.SGD","BK4585","LU0321505439.SGD","LU1035775433.USD"],"gpt_icon":1},{"id":"2603539319","title":"前方高能! AI燃爆存储芯片超级周期 这位业绩跑赢97%同行的基金经理押注“存储”为最佳主题","url":"https://stock-news.laohu8.com/highlight/detail?id=2603539319","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603539319?lang=zh_cn&edition=fundamental","pubTime":"2026-01-16 10:14","pubTimestamp":1768529694,"startTime":"0","endTime":"0","summary":"2026年迄今涨幅已经高达18%。自2015年起，他便长期持有这两只存储芯片股票，并且对它们的看涨信心愈加坚定且更加长期。分析师们补充称，韩国政府加码刺激举措，加之“存储芯片超级周期”所主导的强劲盈利增长趋势应会继续支撑韩国股市这一“牛市上行轨迹”。此外，企业级数据存储产品巨头们的涨幅同样强劲，希捷、闪迪和西部数据的2025年股价涨幅均超过200%，其中企业级SSD存储","market":"hk","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":"http://www.zhitongcaijing.com/content/detail/1393677.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1244550577.SGD","LU1267930227.SGD","LU0203347892.USD","IE00B7SZLL34.SGD","BK4587","LU2089985449.USD","BK4168","BK4534","BK4588","LU2211815571.USD","BK4579","LU0792757196.USD","WDC","LU2236285917.USD","LU0157215616.USD","LU1366333091.USD","BK4585","LU0081259029.USD","BK4533","BK4605","LU2360106780.USD","BK4543","LU0130517989.USD","BK4559","LU0980610538.SGD","BK4512","LU2417539215.USD","LU2125154935.USD","LU0320765646.SGD","GB00BDT5M118.USD","LU0889566641.SGD","LU1244550221.USD","IE00B19Z3B42.SGD","LU0082616367.USD","LU0130102774.USD","LU2931357623.SGD","BK4532","LU0162691827.USD","BK4566","LU0098860793.USD","BK4553","BK4141","LU0170899867.USD","BK4528","LU0310800965.SGD","LU0072461881.USD","LU2360032135.SGD","BK4527","LU1791807156.HKD","BK4023","BK4554","LU1366192091.USD","LU0127658192.USD","LU2456880835.USD","LU0128525689.USD","LU1323610961.USD","LU0719512351.SGD","MU","LU0642271901.SGD","LU2286300806.USD","LU2458330243.SGD","LU2458330169.SGD","STX","LU2462157665.USD","BK4504","LU1267930813.SGD","LU2250418816.HKD","LU0477156953.USD","LU2125154778.USD","LU0274383776.USD","LU0056508442.USD","LU1201861249.SGD","LU2048586759.USD","LU0106831901.USD","HBM","IE00B19Z3581.USD","IE00BSNM7G36.USD","BK4551","LU1668664300.SGD","LU0052756011.USD","BK4207","LU1244550494.USD","IE0002270589.USD","LU1316542783.SGD","LU0203345920.USD","LU1162221912.USD","LU0648001328.SGD","BK4575","LU1852331112.SGD"],"gpt_icon":1},{"id":"1197531499","title":"部分内存条价格暴涨超300%，报告称存储市场进入超级牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=1197531499","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197531499?lang=zh_cn&edition=fundamental","pubTime":"2026-01-15 22:39","pubTimestamp":1768487985,"startTime":"0","endTime":"0","summary":"当前行情甚至超越了2018年的历史高点。","market":"us","thumbnail":"https://community-static.tradeup.com/news/bf158f492cefe8a05ee411abf674d2e0","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/bf158f492cefe8a05ee411abf674d2e0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STX","MU","WDC","SNDK"],"gpt_icon":0},{"id":"1147487732","title":"AI应用开始赚大钱了，7个月收入翻倍至300亿美元！利好这些公司...","url":"https://stock-news.laohu8.com/highlight/detail?id=1147487732","media":"老虎资讯综合","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147487732?lang=zh_cn&edition=fundamental","pubTime":"2026-01-15 15:15","pubTimestamp":1768461300,"startTime":"0","endTime":"0","summary":"根据 The Information 对32家公司的统计，仅用7个月时间，销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。此外，文章尚未计入这些公司为获取收入而付出的成本。按估算，目前这些AI公司每年合计“烧钱”规模超过 200亿美元，意味着收入增长并不等同于盈利改善。过去6个月中，已有 13家 AI应用公司年化收入突破 1亿美元这一关键节点。","market":"us","thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2093e7cbdcfcaca9e0a13529b5c3005b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMZN","META","MU","STX","TSLA","ORCL","MSFT","CRWV","DELL","GOOG","WDC","SNDK","NVDA","SMCI","GOOGL"],"gpt_icon":1},{"id":"2603167612","title":"数据：多个代币出现冲高回落，STX 触及今日新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2603167612","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2603167612?lang=zh_cn&edition=fundamental","pubTime":"2026-01-14 22:30","pubTimestamp":1768401026,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据币安现货数据显示，市场多空分化。CHZ 24 小时跌幅 6.69%，QTUM 跌幅 5.57%，OP 跌幅 5.61%，DYM 跌幅 6.49%，AXL 跌幅 7.61%，VANA 跌幅 5.13%，均出现“冲高回落”状态。同时，STX 触及今日新低，跌幅 5.6%。GUN 在 5 分钟内小幅上涨 3.03%，而BLUR 则出现 5 分钟小幅下跌 3.28%。 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方面，扩产门槛相对较低。NAND 和 HDD 领域在目前默契的 “控量涨价” 情况下，“供不应求” 的局面将推动本轮存储周期的延续，让行业内的公司 “利益最大化”。然而光靠 HBM 是远远不够的，虽然 HBM 的速度确实够快，但推理时代容量也同样重要。尤其是推理时代，“长文本” 和 “多模态” 对容量与速度的需求是并重的。结合传统 DRAM 的涨价情况来看，本轮 DDR 产品的价格大幅上涨主要也是从 2025 年下半年开始的。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114194450a4c3232b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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