美股详情

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喜马拉雅资本持仓

3,018.28

+40.921.37%

涨家数：5

跌家数：1

平家数：- -

市盈率：- -

高：3,026.63

开：2,981.10

低：2,958.38

收：2,977.36

成交量：1.45亿

成交额：247.74亿

市值：7.60万亿

流通市值：7.19万亿

数据加载中...

美光科技法兰克福股价跌超3%

每日经济新闻

美光科技在法兰克福股价下跌3.2%；消息称其将在禁令后退出中国芯片业务

美国银行坏账引燃全球避险需求日元反弹升破150

美光将继续为包括联想在内的两家中国客户提供服务，这些客户在中国境外有重要的数据中心业务

三星手机连续三个季度超苹果成全球第一折叠屏立大功

破局AI基建天价成本！Meta(META.US)完成近300亿美元数据中心融资 SPV表外架构成科技巨头新范本

微软、AWS、谷歌：计划将大部分生产迁出中国！

自主可控新事

流动性警报拉响！美国银行准备金再跌破3万亿美元，美联储QT或于未来几月落幕

美光纽约州1000亿美元投资项目取得进展，关键基础设施建设获批

10月17日外盘头条：特朗普与普京同意在布达佩斯再度会晤美国商会起诉特朗普政府苹果筹备首款触摸屏Mac

环球市场播报

纽约批准为美光价值 1000 亿美元的半导体工厂铺设供电线路

美国股市：收跌；Zions引发对地区性银行股的担忧

摩根大通、美国银行、高盛和花旗正在与美国财政部洽谈，计划向阿根廷提供高达200亿美元的贷款

苹果计划在2026年底或2027年初推出改版MacBook Pro及触控显示屏

苹果与NBC环球推出Apple TV与Peacock套餐，10月20日起可用

多项数据显示美国9月消费放缓

美股异动 | 存储概念股继续走强美光科技(MU.US)涨超7%

中国商务部长：近期中美贸易关系波动源于美国对华限制措施

谷歌盘初一度涨超2%，创历史新高

每日经济新闻

美光科技一度涨超5% 股价创历史新高

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SPV表外架构成科技巨头新范本","url":"https://stock-news.laohu8.com/highlight/detail?id=2576659701","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576659701?lang=zh_cn&edition=fundamental","pubTime":"2025-10-17 11:04","pubTimestamp":1760670274,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，马克·扎克伯格旗下Meta拟为其位于美国路易斯安那州乡村地区的数据中心园区敲定一份近300亿美元的融资方案，这标志着史上规模最大的私募资本交易即将完成最后一步。据知情人士透露，蓝猫头鹰资本公司与Meta将共同持有路易斯安那州里奇兰教区“许珀里翁”数据中心园区的所有权，其中这家科技巨头仅保留20%的份额。相应地，Meta将担任该项目的开发商、运营商和租户，项目预计于2029年完工。","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/1356238.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1861558580.USD","LU0795875169.SGD","LU1232071149.USD","LU1069344957.HKD","LU2237957811.SGD","BK4527","LU0061475181.USD","LU0070302665.USD","LU1435385759.SGD","LU1489326972.SGD","LU1046421795.USD","SG9999014880.SGD","LU2720916845.USD","XMAG","LU2543165471.USD","LU1868837300.USD","LU0072462426.USD","LU1791710582.SGD","LU0109391861.USD","BK4579","LU0820561909.HKD","BK4508","LU1551013425.SGD","LU0433182093.SGD","LU0738911758.USD","LU1868836591.USD","BK4581","LU1791710400.SGD","LU1571399168.USD","LU2592432038.USD","LU2023250330.USD","BK4553","FB","LU0545039389.USD","LU2237957902.USD","LU2896262040.SGD","LU0820562030.AUD","IE00BK4W5L77.USD","LU0215105999.USD","IE00BN29S564.USD","LU0077335932.USD","META","LU0784385170.HKD","LU0011850046.USD"],"gpt_icon":1},{"id":"2576170455","title":"微软、AWS、谷歌：计划将大部分生产迁出中国！","url":"https://stock-news.laohu8.com/highlight/detail?id=2576170455","media":"自主可控新事","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576170455?lang=zh_cn&edition=fundamental","pubTime":"2025-10-17 10:26","pubTimestamp":1760668011,"startTime":"0","endTime":"0","summary":"出品丨自主可控新鲜事本文内容来源于云头条正文共523，建议阅读时间2分钟微软、AWS 和谷歌计划在 2026 年前将生产和关键零部件迁出中国。据《日经亚洲》杂志报道，微软准备最早从 2026 年开始，将其大部分新产品 的生产迁至中国境外。该公司已要求多家供应商探究在中国境外不仅生产最终产品，还生产关键零部件和组件的方案。AWS 的战略凸显了在组件层面转移供应链的难度。一些组件在中国生产依然更便宜、更容易，这使得转移变得很复杂。","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=nesSN20251017113456a6be1c3a&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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09:37","pubTimestamp":1760665077,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美国银行体系的准备金已再度跌破3万亿美元。根据美联储周四发布的数据，在截至10月15日的一周内，银行准备金减少约457亿美元，降至2.99万亿美元。由于QT可能加剧流动性紧张并引发市场动荡，美联储在今年早些时候已放缓缩表步伐，减少每月允许到期滚动减持的债券规模。他明确指出，美联储可能在“未来几个月”接近这一水平，这是目前为止表明美联储认为该目标已临近的最强信号。","market":"fut","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/1356207.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BAC","BK4581","BK4585","LU1035773651.USD","SH","LU0070302665.USD","LU1496350171.SGD","LU0106831901.USD","LU0648000940.SGD","LU0314106906.USD","IE00BFXG1179.USD","LU0234572021.USD","LU0203345920.USD","BK4534","BK4553","SPXU","ESmain","IE00BBT3K403.USD","LU1201861165.SGD","IVV","LU0130102774.USD","LU1496350502.SGD",".SPX","LU0306807586.USD","IE00B19Z3B42.SGD","LU0170899867.USD","BK4550","LU0208291251.USD","LU1366192091.USD","LU0417517546.SGD","MESmain","LU0310800965.SGD","LU1280957306.USD","SDS","LU1880398554.USD","LU0098860793.USD","OEX","LU0683600562.USD","UPRO","LU1069347547.HKD","IE00BLSP4452.SGD","BK4559","LU1074936037.SGD","OEF","LU1267930227.SGD","SPY","SSO","LU0130518102.USD","LU0648001328.SGD","LU1506573853.SGD"],"gpt_icon":0},{"id":"2576772780","title":"美光纽约州1000亿美元投资项目取得进展，关键基础设施建设获批","url":"https://stock-news.laohu8.com/highlight/detail?id=2576772780","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576772780?lang=zh_cn&edition=fundamental","pubTime":"2025-10-17 07:56","pubTimestamp":1760658970,"startTime":"0","endTime":"0","summary":null,"market":"fut","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":["LU2360106780.USD","BK4532","LU0081259029.USD","BK4543","BK4527","BK4554","BK4579","BK4605","LU0157215616.USD","LU0642271901.SGD","LU2211815571.USD","LU2931357623.SGD","LU2250418816.HKD","LU2048586759.USD","LU0889566641.SGD","BK4553","BK4575","IE00B19Z3B42.SGD","LU0082616367.USD","LU0719512351.SGD","IE0002270589.USD","BK4533","BK4512","LU1366333091.USD","BK4566","LU1267930813.SGD","LU2286300806.USD","LU0792757196.USD","GB00BDT5M118.USD","LU1852331112.SGD","LU0274383776.USD","BK4585","LU0056508442.USD","LU2089985449.USD","IE00B7SZLL34.SGD","LU0127658192.USD","BK4141","IE00B19Z3581.USD","LU1316542783.SGD","BK4588","MU"],"gpt_icon":0},{"id":"2576776029","title":"10月17日外盘头条：特朗普与普京同意在布达佩斯再度会晤 美国商会起诉特朗普政府 苹果筹备首款触摸屏Mac","url":"https://stock-news.laohu8.com/highlight/detail?id=2576776029","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576776029?lang=zh_cn&edition=fundamental","pubTime":"2025-10-17 05:30","pubTimestamp":1760650200,"startTime":"0","endTime":"0","summary":"　　美国总统唐纳德·特朗普表示将再度与俄罗斯总统普京会晤并尝试结束俄乌冲突。会晤的具体日期尚未确定。　　特朗普和普京周四在长达两小时的通话中同意在布达佩斯进行此次会晤。两人曾于8月在阿拉斯加会晤，但未能实现突破。　　克里姆林宫外交政策助理Yuri Ushakov证实普京与特朗普讨论了在布达佩斯举行峰会。　　美国商会于当地时间周四提起诉讼，反对特朗普政府对H-1B工作签证征收10万美元费用的举措。","market":"sg","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/2025-10-17/doc-infucwev1897778.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":["LU0820561818.USD","LU2237443465.HKD","IE00B3S45H60.SGD","LU0726765562.USD","LU0215105999.USD","IE00BJTD4V19.USD","LU0786609619.USD","LU1301847155.USD","LU0689472784.USD","IE00BKDWB100.SGD","LU1718418525.SGD","IE00BJLML261.HKD","BK4554","LU0788109477.HKD","LU1261432733.SGD","SG9999001424.SGD","SG9999014559.SGD","AAPL","LU2077746001.SGD","BK4585","BK4553","LU1674673428.USD","LU0210533765.USD","LU0708995401.HKD","LU1232071149.USD","LU0942090050.USD","LU2456880835.USD","IE00B1BXHZ80.USD","LU1116320901.HKD","SG9999014567.USD","MACW.SI","SG9999015358.SGD","BK4592","LU1496350502.SGD","LU0256863811.USD","LU0868494708.USD","LU0061475181.USD","LU2236285917.USD","BK4515","LU0234570918.USD","LU0056508442.USD","LU2403377893.USD","LU0316494557.USD","IE0005OL40V9.USD","LU1674673691.USD","LU0724617625.USD","LU2054465674.USD","LU2092937148.SGD","LU2250418816.HKD","LU2092627202.USD"],"gpt_icon":1},{"id":"2576776188","title":"纽约批准为美光价值 1000 亿美元的半导体工厂铺设供电线路","url":"https://stock-news.laohu8.com/highlight/detail?id=2576776188","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576776188?lang=zh_cn&edition=fundamental","pubTime":"2025-10-17 05:22","pubTimestamp":1760649769,"startTime":"0","endTime":"0","summary":"Hochul 的新闻稿称，这条两英里长的 345 千伏线路是美光计划在纽约州中部投资 1,000 亿美元的关键基础设施，也是该州历史上最大的私人投资项目。美光与纽约州于 2022 年达成协议，将在该地区建立先进的生产设施，输电线路的批准是在该协议之后进行的。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251016:nL3S3VX1JX:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0082616367.USD","BK4553","LU0056508442.USD","BK4533","LU0719512351.SGD","BK4527","BK4566","BK4585","BK4532","IE00B19Z3581.USD","LU0081259029.USD","LU0889566641.SGD","LU1852331112.SGD","BK4575","LU2931357623.SGD","MU","LU2360106780.USD","IE0002270589.USD","GB00BDT5M118.USD","LU2286300806.USD","BK4554","LU2048586759.USD","LU0792757196.USD","LU1366333091.USD","BK4512","BK4579","LU0127658192.USD","IE00B19Z3B42.SGD","LU2211815571.USD","LU2089985449.USD","BK4141","BK4543","LU2250418816.HKD","LU1267930813.SGD","LU1316542783.SGD","IE00B7SZLL34.SGD","BK4588","BK4605","LU0274383776.USD","LU0642271901.SGD","LU0157215616.USD"],"gpt_icon":1},{"id":"2576067773","title":"美国股市：收跌；Zions引发对地区性银行股的担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2576067773","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576067773?lang=zh_cn&edition=fundamental","pubTime":"2025-10-17 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TV与Peacock套餐，10月20日起可用","url":"https://stock-news.laohu8.com/highlight/detail?id=1121577236","media":"投资观察","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121577236?lang=zh_cn&edition=fundamental","pubTime":"2025-10-17 00:21","pubTimestamp":1760631694,"startTime":"0","endTime":"0","summary":"10月16日 - 苹果公司与NBC环球推出了Apple TV与Peacock的合并套餐，用户可从10月20日起订阅。美国消费者可以以每月14.99美元的价格订阅Apple TV与Peacock Premium套餐，或以每月19.99美元的价格订阅Apple TV与Peacock Premium Plus套餐。此外，Apple One的家庭和高级计划订阅者可以以特别35%的折扣订阅Peacock Premium 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23:19","pubTimestamp":1760627986,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周四，存储概念股继续走强，美光科技(MU.US)涨超7%续创历史新高，西部数据(WDC.US)涨超6%，希捷科技(STX.US)涨近4%。消息面上，摩根士丹利将美光的评级从“持股观望”上调至“增持”，同时将其目标价从160美元大幅上调至220美元。此次评级调整的背景是，核心DRAM产品的价格上涨势头持续超出市场预期。尽管美光科技近期表现良好，摩根士丹利仍认为其股价存在进一步上行空间。此外，据央视财经报道，过去半年，全球存储芯片价格持续上涨。特别是最近一个月，涨价消息越发密集。根据摩根士丹利的最新研报预测，人工智能热潮下，存储芯片行业预计迎来一个“超级周期”。","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":"http://www.zhitongcaijing.com/content/detail/1356133.html","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":"stock_zhitongcaijing","symbols":["BK4532","LU1366333091.USD","GB00BDT5M118.USD","LU2048586759.USD","LU2360106780.USD","LU0889566641.SGD","LU2211815571.USD","BK4512","BK4575","BK4543","LU0157215616.USD","BK4566","LU0274383776.USD","LU2250418816.HKD","BK4533","BK4141","LU2931357623.SGD","BK4553","LU0081259029.USD","LU1267930813.SGD","LU0056508442.USD","BK4605","LU1316542783.SGD","LU0082616367.USD","LU2286300806.USD","LU0127658192.USD","LU2089985449.USD","BK4585","LU1852331112.SGD","IE00B19Z3581.USD","LU0642271901.SGD","IE00B19Z3B42.SGD","IE0002270589.USD","LU0719512351.SGD","BK4588","LU0792757196.USD","IE00B7SZLL34.SGD","BK4554","BK4527","MU","BK4579"],"gpt_icon":0},{"id":"1101626256","title":"中国商务部长：近期中美贸易关系波动源于美国对华限制措施","url":"https://stock-news.laohu8.com/highlight/detail?id=1101626256","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101626256?lang=zh_cn&edition=fundamental","pubTime":"2025-10-16 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