美股詳情

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美光科技

373.25

-10.2500-2.67%

盤後：372.39-0.8582-0.23%19:59 EST

成交量：3,543.38萬

成交額：132.71億

市值：4,200.96億

市盈率：35.41

高：382.79

開：375.99

低：366.06

收：383.50

52周最高：455.50

52周最低：61.54

股本：11.26億

流通股本：11.15億

量比：0.85

換手率：3.18%

股息：0.46

股息率：0.12%

每股收益(TTM):10.54

每股收益(LYR):7.59

淨資產收益率：22.55%

總資產收益率：10.93%

市淨率：7.14

市盈率(LYR):49.18

資料載入中...

總覽公司新聞資訊公告

暴跌！全球存儲再次失控

【芯聞前沿】美光市場份額被降至零！

物理微电子前沿...

存儲概念股延續弱勢，閃迪、西部數據、希捷科技跌超5%

老虎资讯综合

內存、閃存大漲價今年市場價值將超5500億美元：增長134%

美光科技盤中異動急速跳水3.03%報371.89美元

德意志銀行上調美光科技目標價至500美元

AI狂熱抹去周期記憶：當閃迪漲了12倍，誰還記得曾經的崩盤？

华尔街见闻

美國HBM 4，真的出局了？

半导体芯闻

內存價格飆升 90%

程序员的那些事

AI狂潮下的內存狂飆：天價背後是技術革命還是資本泡沫？

ITBEAR科技资讯

消息稱美光痛失英偉達 HBM4 大單，韓系雙雄 SK 海力士、三星瓜分市場

機構表示一季度內存價格較2025年第四季度飆升高達90%，英偉達力挺科技巨頭超6000億美元資本開支

每日经济新闻

2月10日隔夜要聞：美股收高科技股領升甲骨文大漲9.6% 美建議美商船遠離伊朗領海油價升逾1%

环球市场播报

美光股價下挫，因三星加速推進新一代AI芯片生產

环球市场播报

存儲概念股集體回調，閃迪盤初跌超6%，美光科技跌超5%

老虎资讯综合

異動解讀 | 美光科技盤中大跌5.22%，因被指無緣英偉達Rubin架構首年HBM4訂單

美光科技盤中異動快速下跌3.58%報380.56美元

美股盤前丨股指期貨盤前齊跌美光科技跌超2%

力成押注FOPLP，賭對了

半导体产业纵横

【美股盤前】太空概念股盤前走高；特斯拉稱Cybercab將在得州超級工廠開啓量產；QuantumScape升逾22%，已於上周啓動固態電池試生產

每日经济新闻

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07:37","pubTimestamp":1770766638,"startTime":"0","endTime":"0","summary":"然而，在最新的行业评估报告中，SemiAnalysis 表示，目前没有任何迹象表明英伟达会向美光订购 HBM4 内存，这意味着美光在Rubin 平台的首轮量产阶段可能完全失去订单。报告预计，SK海力士将拿下约70% 的供应份额，而三星将占据剩余的约 30%，由此形成以韩系内存厂商为主导的供应格局，美光的市场份额被降至零。受 SemiAnalysis 报告影响，美光科技股价在相关报道发布后出现下跌，而投资者对其在 HBM4 竞争中的未来表示担忧。","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=nesSN2026021107424897a5b0e3&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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22:38","pubTimestamp":1770734293,"startTime":"0","endTime":"0","summary":"与去年相比，今年的存储芯片产值将增长134%，而且需要注意的是，三星、SK海力士及美光三大原厂占据全球内存产能的90%以上，但今年他们都不会大规模增产，因此134%的涨幅几乎都是内存及闪存涨价带来的。相比之下，台积电所主导的晶圆代工市场产值是从去年1750亿美元提升到2187亿美元，虽然也增长了25%，但涨幅显然不能跟三星代表的存储芯片市场相比。","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=nesSN20260210224232a6eafff2&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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急速跳水3.03%報371.89美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610035626","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610035626?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 22:33","pubTimestamp":1770734031,"startTime":"0","endTime":"0","summary":"北京时间2026年02月10日22时33分，美光科技股票出现异动，股价快速下跌3.03%。截至发稿，该股报371.89美元/股，成交量298.648万股，换手率0.27%，振幅1.98%。美光科技股票所在的半导体行业中，整体涨幅为0.25%。美光科技公司简介：美光是全球最大的半导体公司之一，专注于内存和存储芯片。","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=nesSN2026021022335195409ddd&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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18:38","pubTimestamp":1770719881,"startTime":"0","endTime":"0","summary":"英国《金融时报》分析指出，AI需求推动存储芯片板块空前上涨，闪迪过去半年股价飙升1200%。然而，行业强周期性未改，当前市场已出现与2022年相似的结构性风险：供应商为争夺云厂商订单超前采购，超大规模企业高估需求，重复订购与产能扩张并存。历史数据显示，存储股剧烈上涨后往往快速回调，本轮周期虽受益于HBM等技术差异，但周期规律仍在发挥作用。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765409","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765409","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":["WDC","STX",".SPX","MU","BK4170","SPY"],"gpt_icon":0},{"id":"2610646091","title":"美國HBM 4，真的出局了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610646091","media":"半导体芯闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610646091?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 18:27","pubTimestamp":1770719275,"startTime":"0","endTime":"0","summary":"原因是美光未能满足NVIDIA对HBM4性能的要求。分析公司估计，SK 海力士将占英伟达 HBM4 供应量的 70%，三星电子将占 30%。如果今年HBM4的供应量较小，HBM在GPU成本中的占比可能会进一步超过40%。据业内人士2月9日透露，三星电子和SK海力士正在协调其HBM4的出货计划，以配合英伟达下一代AI加速器“Vera Rubin”的发布计划。据报道，三星电子计划本月率先向客户交付HBM4显存。SK海力士也正按照与客户商定的计划，准备进行HBM4的量产。","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=nesSN20260210184651a6ea3348&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, 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90%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610630646","media":"程序员的那些事","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610630646?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 17:00","pubTimestamp":1770714037,"startTime":"0","endTime":"0","summary":"2 月 9 日，据 Counterpoint 追踪报告显示，截至 2026 年第一季度，内存价格环比上涨 80%-90%，迎来前所未有的创纪录暴涨。本轮上涨的主要推手是通用服务器 DRAM 价格大幅攀升。此外，第四季度表现相对平稳的 NAND 闪存，在第一季度也同步上涨 80%-90%。叠加部分 HBM 3e 产品价格走高，市场正呈现全品类、全板块全面加速上涨态势。以服务器级内存为例，64GB RDIMM 合约价已从第四季度的 450 美元，飙升至第一季度的 900 美元以上，且二季度有望突破 1000 美元关口。（via：界面新闻，艾塔）","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=nesSN2026021018000997a59e85&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, 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15:30","pubTimestamp":1770708605,"startTime":"0","endTime":"0","summary":"一种观点认为这是 AI 引爆的需求所致，是技术革命的必然结果；而另一种观点则怀疑这是资本炒作的金融泡沫。HBM 与 DDR5 等 AI 相关产品单价和利润率远超消费级 DDR4 和 NAND Flash，这种产能的结构转变直接推动了内存价格的上涨。但长远来看，以 AI 为起点的产业链条存在诸多不确定性。尽管股价暴跌，但 AI 叙事并未发生根本性反转，存储厂商和上下游企业面临着进退两难的局面。","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=nesSN20260210154958a49284a9&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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HBM4 大單，韓系雙雄 SK 海力士、三星瓜分市場","url":"https://stock-news.laohu8.com/highlight/detail?id=2610691530","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610691530?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 11:13","pubTimestamp":1770693192,"startTime":"0","endTime":"0","summary":"行业分析机构 SemiAnalysis 发布的最新报告指出，美光在 NVIDIA Rubin 平台的 HBM4 供应份额已被“清零”。相比之下，市场预计 SK 海力士将拿下约 70% 的订单，剩余 30% 则由三星囊括，韩系厂商将彻底垄断这一高端市场。消息称美光此次受挫的核心原因，在于技术路线的选择风险。相比之下，三星率先达到了 NVIDIA 要求的 HBM4 引脚速度，成功从 HBM3 的延误阴影中走出，预计将获得 20% 至 30% 的市场份额。","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=nesSN20260210111337a6e88c6c&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, 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甲骨文大漲9.6% 美建議美商船遠離伊朗領海 油價升逾1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610647806","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610647806?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 06:54","pubTimestamp":1770677640,"startTime":"0","endTime":"0","summary":"欲览更多环球财经资讯，请移步7×24小时实时财经新闻。　　2月10日收盘：美股收高科技股领涨 道指再创历史新高。　　2月10日美股成交额前20：甲骨文获机构唱好，股价大涨9.6%. 　　2月10日热门中概股涨跌不一 日月光半导体涨6.01%，理想汽车跌3.27%. 　　油价周一上涨，此前美国建议伊朗附近水域船只谨慎航行。　　金价升至每盎司5000美元上方 现货白银涨近7%. 　　美建议美商船远离伊朗领海。　　爱泼斯坦案影响持续 英王室支持警方调查王弟安德鲁","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/world/2026-02-10/doc-inhmhrqq4776807.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":["LU2054465674.USD","LU1934455194.USD","IE00BN8TJ469.HKD","LU2543165471.USD","IE00BBT3K403.USD","LU1934455863.HKD","ORCS","LU0889565833.HKD","RWM","BK4097","LU1934455277.USD","LU1201861249.SGD","LU0068578508.USD","LU0985489474.SGD","LU0130102774.USD","LU1429558221.USD","LU0553294199.USD","IE0009356076.USD","LU1935042991.SGD","IWO","LU1435385759.SGD","SRTY","LU0320765489.SGD","BK4550","LU1489326972.SGD","LU0719512351.SGD","SG9999001424.SGD","LU1642822529.SGD","LU0444971666.USD","LU2087625088.SGD","LU2237957902.USD","LU1989764664.SGD","LU0957808578.USD","LU0082616367.USD","LU1035773651.USD","IE00BMPRXQ63.HKD","TWM","LU1548497426.USD","LU0980610538.SGD","IE00B775SV38.USD","LU0965508806.USD","LU0109392836.USD","NVO","BK4538","LU0433182093.SGD","TNA","LU1935043023.USD","IE00BLSP4239.USD","LU1691799644.USD","LU0175139822.USD","LU0234570918.USD","LU0157215616.USD","LU0661504455.SGD","LU1935042215.USD","LU0861579265.USD","LU1815336760.USD","BK4535","LU1989772923.USD","LU2360106780.USD","LU0878866978.SGD","LU1366192091.USD","MU","LU2860962120.EUR","IE00B19Z3581.USD","LU0476273544.USD","SG9999003800.SGD","BK4581","IE00BMPRXN33.USD","LU1003077747.HKD","LU0965509101.SGD","IE0002270589.USD","BK4588","LU2458330169.SGD","LU1935043536.SGD","BK4516","LU0314106906.USD","LU0949170772.SGD","LU2896262040.SGD","BK4585","LU2746668974.SGD","LU0348723411.USD","LU2250418816.HKD","LU2326559502.SGD","LU0208291251.USD","LU1989764748.USD","LU2357305700.SGD","LU1989772840.SGD","LU0256863811.USD","ORCU","IWN","LU1852331112.SGD","TZA","LU1366333091.USD","BK4533","LU0056508442.USD","SG9999011175.SGD","LU0444973449.USD","IE00BLSP4452.SGD","LU1720051017.SGD","LU2236285917.USD","LU1069347547.HKD","IE00B5949003.HKD","LU0738911758.USD","LU0081259029.USD","GOOGL","LU0353189680.USD","IE00B3S45H60.SGD","IE00BMPRXR70.SGD","BK4528","LU1506573853.SGD","LU1037948897.HKD","LU2458330243.SGD","IE00B7SZLL34.SGD","ORCL","BK4534","IE00B19Z3B42.SGD","LU0965509010.AUD","ORCX","LU1037948541.HKD","LU0210536198.USD","BK4543","LU0234572021.USD","UWM","LU2237957811.SGD","LU0965509283.SGD","LU2108987350.USD","LU2746668461.USD","LU0323591593.USD","LU1803068979.SGD","IE0004445239.USD","LU1935042488.USD","MNQmain","LU0353189763.USD","LU0289960550.SGD","LU0417517546.SGD","LU0545039389.USD","LU0198837287.USD","LU0070302665.USD","LU0648001328.SGD","LU1720051108.HKD"],"gpt_icon":0},{"id":"2610066537","title":"美光股價下挫，因三星加速推進新一代AI芯片生產","url":"https://stock-news.laohu8.com/highlight/detail?id=2610066537","media":"环球市场播报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610066537?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 04:33","pubTimestamp":1770669180,"startTime":"0","endTime":"0","summary":"美光科技股价周一尾盘下跌2.3%，此前有消息称三星电子将提前开始大规模生产新一代高带宽存储芯片。　　三星计划本月启动HBM4芯片的大规模生产，为英伟达下一代AI加速器Vera Rubin供货。据报道，这款芯片的处理速度较前代HBM3E提升约22%，数据传输速率可达11.7 Gbps。尽管面临竞争压力，英伟达股价仍上涨约3%，反映出市场对AI芯片的强劲需求。　　分析师指出，不断增长的AI基础设施市场正在重塑存储芯片需求格局，HBM已成为影响AI处理器性能的关键因素。","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://finance.sina.com.cn/stock/usstock/c/2026-02-10/doc-inhmhmhs4876812.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4585","LU1803068979.SGD","LU0274383776.USD","LU1366333091.USD","LU2048586759.USD","LU1267930813.SGD","LU1323610961.USD","IE00B7SZLL34.SGD","LU0203345920.USD","LU2089985449.USD","BK4566","IE00B19Z3B42.SGD","GB00BDT5M118.USD","LU2211815571.USD","IE0002270589.USD","BK4532","LU0082616367.USD","BK4579","LU2458330169.SGD","LU0081259029.USD","LU0127658192.USD","BK4533","LU0157215616.USD","BK4575","LU2250418816.HKD","BK4527","LU0203347892.USD","LU0056508442.USD","LU2458330243.SGD","MUD","LU2360106780.USD","MU","LU0642271901.SGD","LU2286300806.USD","IE00B19Z3581.USD","LU0109392836.USD","LU2931357623.SGD","BK4554","BK4543","BK4605","LU0719512351.SGD","LU1316542783.SGD","MULL","BK4553","LU0889566641.SGD","MUU","BK4512","LU0792757196.USD","BK4588","LU0889565833.HKD","BK4141","LU1852331112.SGD"],"gpt_icon":0},{"id":"1187899010","title":"存儲概念股集體回調，閃迪盤初跌超6%，美光科技跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187899010","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187899010?lang=zh_tw&edition=fundamental","pubTime":"2026-02-09 22:44","pubTimestamp":1770648298,"startTime":"0","endTime":"0","summary":"西部数据跌超3%，希捷科技跌超2%。","market":"us","thumbnail":"https://static.tigerbbs.com/eb37be3f49cb33b2167b54f0e94821bc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/eb37be3f49cb33b2167b54f0e94821bc"],"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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU","STX","WDC","SNDK"],"gpt_icon":0},{"id":"1100465455","title":"異動解讀 | 美光科技盤中大跌5.22%，因被指無緣英偉達Rubin架構首年HBM4訂單","url":"https://stock-news.laohu8.com/highlight/detail?id=1100465455","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100465455?lang=zh_tw&edition=fundamental","pubTime":"2026-02-09 22:33","pubTimestamp":1770647623,"startTime":"0","endTime":"0","summary":"美光科技今日盘中股价大幅下挫，跌幅达5.22%，引起了市场的广泛关注。消息面上，半导体行业研究机构SemiAnalysis在一份报告中指出，英伟达计划在其下一代Rubin架构GPU的首年量产中，将美光科技的HBM4排除在供应链之外。该机构预计，英伟达的HBM4供应将由韩国公司主导，其中SK海力士将占据约70%的份额，三星电子占据约30%。","market":"nz","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":["MU"],"gpt_icon":0},{"id":"2610659684","title":"美光科技盤中異動 快速下跌3.58%報380.56美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610659684","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610659684?lang=zh_tw&edition=fundamental","pubTime":"2026-02-09 22:30","pubTimestamp":1770647405,"startTime":"0","endTime":"0","summary":"北京时间2026年02月09日22时30分，美光科技股票出现波动，股价快速下跌3.58%。截至发稿，该股报380.56美元/股，成交量215.094万股，换手率0.19%，振幅0.07%。最近的财报数据显示，该股实现营业收入136.43亿美元，净利润52.40亿美元，每股收益4.66美元，毛利76.40亿美元，市盈率36.19倍。机构评级方面，在所有50家参与评级的机构中，88%的券商给予买入建议，8%的券商给予持有建议，4%的券商给予卖出建议。美光科技股票所在的半导体行业中，整体涨幅为0.00%。","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=nesSN20260209223005a48f9857&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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美光科技跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610655876","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610655876?lang=zh_tw&edition=fundamental","pubTime":"2026-02-09 21:28","pubTimestamp":1770643729,"startTime":"0","endTime":"0","summary":"消息面上，英伟达或将把美光HBM4排除在Rubin架构的首年量产之外；③QuantumScape盘前涨超10%，消息面上，已于上周启动固态电池试生产；④谷歌公司近千名员工签署公开信，谴责ICE等机构的行动；⑤Meta驳斥欧盟反垄断指控，称WhatsApp商务接口无理由受干预；⑥特斯拉：赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。","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=nesSN2026020921294595407413&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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