美股详情

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喜马拉雅资本持仓

3,275.95

-24.6428-0.75%

涨家数：4

跌家数：2

平家数：- -

市盈率：- -

高：3,299.15

开：3,299.15

低：3,265.93

收：3,300.59

成交量：3,604.34万

成交额：97.32亿

市值：8.17万亿

流通市值：7.72万亿

数据加载中...

总览新闻资讯

BUZZ-美国银行恢复甲骨文 "买入 "评级，股价下滑

Sunraycer与谷歌就太阳能项目签订两份长期购电协议

Gap集团宣布将在谷歌Gemini内上线结账功能，开创主流时尚品牌AI购物先河

环球市场播报

Sunraycer与谷歌达成协议，将在德克萨斯州开展两个太阳能项目。

谷歌Gemini抢先一步，领先OpenAI

环球市场播报

2026年被低估的美股TOP5推荐！美光、伯克希尔都已跌出地板价？为何现在应回归价值？

TradingKey中文

Gate Alpha 巅峰交易赛开启，领取 $50,000 空投，抽奖赢取⾦条、iPhone

医疗保健板块动态聚焦：市场观点速递

AI算力引爆存储超级周期，Wedbush：产品价格飙涨超100%

TradingKey中文

初探苹果iPhone Fold屏幕：更薄更省电户外恐影响阅读

WWDC“定档”6月8日-12日，苹果的AI真的要来了？

华尔街见闻

OpenAI要求谷歌将ChatGPT列为默认搜索引擎之一；台积电2纳米制程产能供不应求，排单到2028年以后丨全球科技早参

每日经济新闻

法巴银行：Lumentum(LITE.US)与英伟达、谷歌合作为涨势铺路大幅上调目标价至1040美元

苹果(AAPL.US)推动服务业务增长最新举措！拟在地图应用引入广告

苹果最热CEO候选人亲自带队：J450传感器曝光，可实现人走灯灭与专属音乐等

Meta加强AI代理布局：聘请初创公司Dreamer核心团队，集结前谷歌与Stripe核心高管

苹果宣布WWDC26定档6月9日！iOS 27要来了 iPhone 18 Pro首发

实干担当创佳绩 “甘味”品牌启新程

换机需求回暖+折叠屏想象空间广阔苹果(AAPL.US)获分析师看好

美光科技有望迎来AI驱动的巨大定价上涨空间 AI需求推动内存价格可能飙升逾100%

环球市场播报

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大幅上调目标价至1040美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621303590","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621303590?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 08:16","pubTimestamp":1774311400,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，据法国巴黎银行股票研究部称， Lumentum 近期赢得的设计订单，包括即将开始量产的800G和1.6T光模块中的100G和200G EML芯片组，可能会使该公司股价超过每股1000 美元。法国巴黎银行将Lumentum目标股价从 625 美元上调至 1040 美元，并重申了其“跑赢大盘”评级。法国巴黎银行将2027年Lumentum每股收益预期从19.40美元上调至25.89美元，其对2028年的隐含每股收益预期现为38.95美元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417768.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"法巴银行：Lumentum(LITE.US)与英伟达、谷歌合作为涨势铺路 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08:00","pubTimestamp":1774310449,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，苹果正准备在其地图应用中引入广告，这是其推动服务业务创造更多收入的更广泛举措之一。广告收入的增长将增强苹果的服务业务实力。目前该业务每年已为苹果创造超过1000亿美元收入，该业务占公司销售额的比重已超过四分之一，而十年前还不到10%。不过，苹果在服务业务方面也面临挑战，监管机构正在推动其对App 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27要来了 iPhone 18 Pro首发","url":"https://stock-news.laohu8.com/highlight/detail?id=2621038667","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621038667?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 06:52","pubTimestamp":1774306332,"startTime":"0","endTime":"0","summary":"快科技3月24日消息，今日，苹果宣布，年度全球开发者大会WWDC 2026将于北京时间6月9日开幕。苹果表示，WWDC26将聚焦苹果各大平台的精彩更新，包括AI进展与激动人心的新软件与开发者工具。届时，苹果预计发布新一代操作系统，包括iOS 27、iPadOS 27、macOS 27、watchOS 27、tvOS 27以及visionOS 27。按照惯例，iOS 27首个开发者测试版将在大会结束后推送，而9月发布的iPhone 18 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“甘味”品牌启新程","url":"https://stock-news.laohu8.com/highlight/detail?id=2621080086","media":"甘肃日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621080086?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 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06:00","pubTimestamp":1774303200,"startTime":"0","endTime":"0","summary":"在分析师普遍看好iPhone需求前景的推动下，苹果股价周一上涨，表现优于部分面临成本上升压力的智能手机行业同行。然而，苹果尚未跟随涨价。与此同时，市场对苹果可能推出的折叠屏iPhone抱有较高期待。分析人士指出，iPhone需求回暖对苹果至关重要。根据FactSet数据，市场预计苹果2026财年iPhone销售额将达2429亿美元，同比增长约16%，高于2025财年的2096亿美元。市场整体情绪回暖叠加基本面预期改善，共同支撑苹果股价表现。","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":"http://www.zhitongcaijing.com/content/detail/1417725.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1778281490.HKD","LU2471134879.HKD","LU0210528500.USD","LU0203201768.USD","IE00BLSP4239.USD","LU1732799900.SGD","LU0056508442.USD","IE00BKVL7J92.USD","LU0157215616.USD","LU0345768740.USD","IE0004086264.USD","LU0314104364.USD","IE000W1ABFV2.USD","IE000ITXATA3.USD","IE00BK4W5M84.HKD","BK4571","LU2746668974.SGD","LU0786609619.USD","LU1989764748.USD","AAPY","LU0795875086.SGD","LU0683600562.USD","BK4592","LU1261432733.SGD","BK4527","LU0345769128.USD","SG9999014542.SGD","LU2125154778.USD","LU0345769631.USD","LU0070217475.USD","IE00BWXC8680.SGD","LU0957791311.USD","LU0308772762.SGD","LU1366192091.USD","LU0949170772.SGD","LU0823434583.USD","BK4533","SG9999002232.USD","BK4534","LU0726765562.USD","IE00BYXW3230.USD","IE00BLSP4452.SGD","LU0672654240.SGD","LU0256863811.USD","LU1069344957.HKD","LU1914381329.SGD","IE00B775H168.HKD","LU1046421795.USD","LU0323591593.USD","LU0979878070.USD","LU1815333072.USD","LU0784385840.USD","LU0719512351.SGD","IE00BDCRKT87.USD","SG9999001424.SGD","LU0472753341.HKD","LU1935042488.USD","LU0861579265.USD","LU2756315664.SGD","LU2213496289.HKD","LU0784385170.HKD","LU0965508806.USD","LU1791710400.SGD","LU0210536198.USD","LU1974910355.USD","LU1935042215.USD","LU2168564495.EUR","LU2125154935.USD","LU0820561818.USD","LU0642271901.SGD","LU0198837287.USD","LU2430703178.SGD","HK0000306701.USD","IE00BK4W5L77.USD","IE00BDRTCR15.USD","LU1935043023.USD","LU2543165471.USD","LU0345768153.USD","LU2097344357.USD","LU0251132253.USD","LU0353189680.USD","BK4550","LU0289739343.SGD","IE00B19Z8W00.USD","LU2360032135.SGD","LU0444971666.USD","IE0034235303.USD","BK4553","LU1316542783.SGD","LU2065169927.USD","LU0788109477.HKD","SG9999002224.SGD","BK4581","LU1127390331.HKD","IE00BN29S564.USD","LU2168564149.EUR","LU0096362180.USD","SG9999017495.SGD","IE00B1BXHZ80.USD","LU0354030511.USD","LU0689472784.USD","LU2750360641.GBP","LU0466842654.USD","SG9999014575.USD","LU1868837136.USD","AAPW","LU0316494557.USD","LU1868837300.USD","LU2023251221.USD","LU2133065610.SGD","SG9999014898.SGD","IE00BFSS8Q28.SGD","LU2430703095.HKD","LU2077746001.SGD","LU1242518857.USD","LU1642822529.SGD","LU0109391861.USD","LU1989771016.USD","LU2191332357.HKD","LU0823421416.USD","LU1548497426.USD","LU1037948541.HKD","LU1917777945.USD","LU2552382132.HKD","LU0511384066.AUD","LU2452424414.USD","BK4585","LU0203202063.USD","HK0000914686.HKD","LU2108987350.USD","LU0154236417.USD","IE00B19Z8X17.USD","LU0494093205.USD","LU2456880835.USD","LU2242649171.HKD","LU2089284900.SGD","LU0061474960.USD","LU0949170426.SGD","LU0081259029.USD","LU1852331112.SGD","SG9999015978.USD","BK4507","IE00BJJMRY28.SGD","LU2361045086.USD","BK4588","LU0109392836.USD","LU1366333091.USD","LU2237443895.HKD","LU1066051225.USD","LU0127658192.USD","LU2023250330.USD","LU0215105999.USD","SG9999015341.SGD","IE0004445015.USD","IE0004091025.USD","BK4512","LU1582986359.USD","LU2462157665.USD","LU0061475181.USD","LU2592432038.USD","LU1674673691.USD","AAPU","LU1571399168.USD","LU1989772840.SGD","LU2054465674.USD","LU2361044865.SGD","LU1244550577.SGD","LU1674673428.USD","LU2242650005.HKD","LU0234570918.USD","IE00BJJMRX11.SGD","LU1506573853.SGD","LU1206712785.SGD","LU2471134796.USD","APLY","LU0640476718.USD","LU0820562030.AUD","LU2087625088.SGD","LU2471134523.USD","IE0034235295.USD","IE0004445239.USD","LU2750360997.AUD","LU0124676726.USD","LU2237443978.SGD","LU2023250843.SGD","IE00BFSS7M15.SGD","IE00BN8TJ469.HKD","LU2250418816.HKD","LU1868836757.USD","LU0689626769.HKD","LU0965509101.SGD","LU2361044949.HKD","LU1934455194.USD","LU2083900584.USD","SG9999015952.SGD","LU2458330243.SGD","LU1823568750.SGD","IE00BJTD4N35.SGD","HK0000320264.USD","LU2265009873.SGD","LU0964807845.USD","LU1732800096.USD","LU0210533765.USD","SG9999014906.USD","LU2168564065.EUR","LU0053666078.USD","LU1066051498.USD","LU2065171311.SGD","IE00B19Z9505.USD","LU1989764664.SGD","IE00B3S45H60.SGD","IE00BKDWB100.SGD","LU0965509283.SGD","LU0267386448.USD","LU0417517546.SGD","IE00BSNM7G36.USD","LU0823421333.USD","LU0072462426.USD","LU1551013342.USD","LU2237443622.USD","IE00BBT3K403.USD","LU0456855351.SGD","BK4515","LU2092627202.USD","LU1119994496.HKD","LU1551013425.SGD","LU2420271590.USD","LU0868494708.USD","LU2028103732.USD","SG9999015945.SGD","LU2381873111.SGD","LU149635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AI需求推动内存价格可能飙升逾100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621608152","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621608152?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 03:54","pubTimestamp":1774295640,"startTime":"0","endTime":"0","summary":"美光科技及整个内存领域可能正进入一轮强劲上涨周期。Wedbush表示，AI需求现已足够强劲，有望推动内存价格涨幅超过100%。　　该机构指出，DRAM价格在2026年上半年较2025年第四季度水平可能攀升约130%至150%，NAND价格涨幅也紧随其后。Wedbush表示，这些涨幅的幅度显示出市场环境改善的速度之快，尤其是结合美光科技近期强劲的业绩与展望来看。西部数据与希捷科技也有望受益，硬盘驱动器供应商预计将在未来合同中寻求更激进的定价策略。","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/usstock/c/2026-03-24/doc-inhrzivi3780904.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE0009356076.USD","LU2458330243.SGD","LU0203345920.USD","BK4588","LU0889565833.HKD","IE00B19Z3581.USD","LU2458330169.SGD","LU1852331112.SGD","LU2211815571.USD","LU0127658192.USD","LU0056508442.USD","BK4554","BK4527","BK4533","LU2250418816.HKD","LU0274383776.USD","LU2054465674.USD","LU1323610961.USD","BK4566","MU","LU2286300806.USD","LU0157215616.USD","BK4512","BK4575","MUD","IE0002270589.USD","LU2931357623.SGD","BK4579","GB00BDT5M118.USD","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU1267930813.SGD","LU1316542783.SGD","LU0109392836.USD","LU2360106780.USD","BK4605","BK4553","LU1803068979.SGD","LU0889566641.SGD","LU2089985449.USD","LU0082616367.USD","BK4532","LU0203347892.USD","LU0719512351.SGD","LU0792757196.USD","BK4585","BK4141","IE00B5949003.HKD","BK4543","LU0642271901.SGD","LU0154236417.USD","LU0081259029.USD","MULL","LU2048586759.USD","LU1366333091.USD"],"gpt_icon":0}],"pageSize":20,"totalPage":27,"pageCount":1,"totalSize":526,"code":"91000000","status":"200"}]}}