美股详情

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半导体精选

4,832.48

-226.0767-4.47%

涨家数：2

跌家数：15

平家数：- -

市盈率：- -

高：5,056.15

开：5,056.15

低：4,829.56

收：5,058.55

成交量：5.04亿

成交额：865.68亿

市值：9.02万亿

流通市值：8.63万亿

数据加载中...

总览新闻资讯

币圈最惨痛割肉！Anthropic最早10月IPO，SBF到底亏了多少个FTX？

TradingKey中文

车企分化：零跑冲量破局，智己堆料逐利

伯恩斯坦下调高通目标价至140美元

黄仁勋预言成真？乐聚机器人柯真东：未来机器人终端会超10亿台！

凤凰网港股

独家：华为新一代AI芯片950Pr客户测试表现优异，字节跳动与阿里巴巴拟下单采购

英伟达创始人、总裁兼首席执行官黄仁勋荣获2026年度imec终身创新奖

杰富瑞上调意法半导体目标价至35欧元

散户撤退信号与机构承接暗流交织，英伟达(NVDA.US)千钧一发考验170美元生死线

美护巨头，集体大动作

中国基金报

特朗普称曾与美光公司负责人会面

交易日-出售一切（石油除外）

CERAWEEK-美国紧张的电网迫使数据中心变得更加灵活

美光科技料将连续第六日下跌较上周创纪录高位已回落22%

环球市场播报

实时市场-英伟达的盈利估值降至一年来最低，几乎达到 ChatGPT 前的水平

英伟达(NVDA)股票3月26日盘中下跌3.76%：原因全解读

TradingKey中文

存储芯片公司增长势头未见放缓——市场快讯

实时市场-Hightower 林克：投资者应考虑人工智能食物链中的大银行和企业

BUZZ-借助与苹果的合作关系，Cirrus Logic 飙升至创纪录水平

据报SK海力士正在考虑采用台积电的3nm工艺制造HBM4E逻辑芯片

谷歌算法优化不改内存需求趋势大摩力挺存储股重申美光科技(MU.US)、闪迪(SNDK.US)“增持”评级

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12:06","pubTimestamp":1774584396,"startTime":"0","endTime":"0","summary":"IT之家 3 月 27 日消息，比利时校际微电子研究中心 imec 当地时间 23 日宣布，将 2026 年度的终身创新奖授予 NVIDIA 英伟达创始人、总裁兼首席执行官黄仁勋。imec 终身创新奖的授予对象为在技术和创新领域做出变革性贡献的个人。因此，黄仁勋不仅是英伟达的创始人兼首席执行官，更是现代计算的架构师之一。本次颁奖典礼将于 2026 年 5 月 19~20 日在比利时安特卫普举行的 imec ITF World 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05:49","pubTimestamp":1774561774,"startTime":"0","endTime":"0","summary":"特朗普称曾与美光公司负责人会面路透华盛顿3月26日 - 美国总统特朗普周四表示，他会见了美光科技MU.O的负责人。 \"特朗普在福克斯新闻的 \"The Five \"节目中说：\"我刚刚离开美光公司的负责人，它是最热门的公司之一。\"(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。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":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260326:nL4S40E1TY: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":["LU0203345920.USD","BK4605","LU2458330169.SGD","LU1366333091.USD","LU2458330243.SGD","IE00B7SZLL34.SGD","LU0109392836.USD","BK4512","BK4554","LU0642271901.SGD","LU0274383776.USD","LU2048586759.USD","BK4543","LU0081259029.USD","BK4575","LU0792757196.USD","LU0889565833.HKD","LU1316542783.SGD","LU1852331112.SGD","LU2211815571.USD","LU0157215616.USD","LU2250418816.HKD","BK4527","MU","IE0002270589.USD","LU0056508442.USD","LU0889566641.SGD","IE00B19Z3B42.SGD","BK4532","LU2360106780.USD","MUD","MULL","LU1323610961.USD","LU2931357623.SGD","LU2286300806.USD","BK4141","BK4533","LU0154236417.USD","LU0203347892.USD","IE00B5949003.HKD","BK4585","LU2089985449.USD","BK4588","LU0127658192.USD","BK4579","BK4566","LU1803068979.SGD","LU2054465674.USD","GB00BDT5M118.USD","LU1267930813.SGD","BK4553","IE00B19Z3581.USD","IE0009356076.USD","LU0082616367.USD","LU0719512351.SGD"],"gpt_icon":0},{"id":"2622891631","title":"交易日-出售一切（石油除外）","url":"https://stock-news.laohu8.com/highlight/detail?id=2622891631","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622891631?lang=zh_cn&edition=fundamental","pubTime":"2026-03-27 05:04","pubTimestamp":1774559074,"startTime":"0","endTime":"0","summary":"路透佛罗里达州奥兰多3月26日 -   股票、债券和黄金价格周四大幅下跌，而石油  价格飙升。伊朗认为美国的和平计划是 \"片面的\"，特朗普施压要求达成协议  迈克-多兰：伊朗石油冲击令美国财政部地震仪抽搐  欧洲央行总裁纳格尔称四月加息是 \"一个选项 \"日本将焦点转向石油，以非正统方式争相抬高日元  因担心美国判决为大量诉讼敞开大门，美达股价下跌  今日主要市场动态","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260326:nL4S40E1RV: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":["LU2543165471.USD","LU2896262040.SGD","LU1989764664.SGD","IE00BYXW3230.USD","LU2326559502.SGD","LU0348723411.USD","LU2430703095.HKD","IE000YTNTUN2.SGD","LU2361045086.USD","LU0106831901.USD","LU0157215616.USD","LU1868837300.USD","LU2264538146.SGD","LU0689472784.USD","LU0820561818.USD","LU0868494617.USD","LU0957808578.USD","SG9999014559.SGD","LU0047473722.SGD","LU1066051811.HKD","LU0048584097.USD","LU0353189680.USD","LU1242518857.USD","LU1066051225.USD","LU1623119135.USD","LU1951200564.SGD","BK4605","LU0823414551.USD","LU0079474960.USD","BK4612","LU1839511570.USD","IE00BJTD4V19.USD","LU1934455277.USD","LU0494093205.USD","IE00BQXX3F31.USD","LU0444971666.USD","LU2168564149.EUR","LU1084165304.USD","LU0069063385.USD","LU0672654240.SGD","LU2083900584.USD","LU2087625088.SGD","LU0345777147.USD","LU0265550946.USD","LU1069344957.HKD","LU0965509101.SGD","LU1366192091.USD","LU1868836757.USD","LU0211327993.USD","BK4532","LU0511384066.AUD","LU0889565833.HKD","IE00B3M56506.USD","LU1935042215.USD","IE00B1BXHZ80.USD","LU0053666078.USD","LU2211815571.USD","LU1116320901.HKD","LU2361044865.SGD","LU2272731865.HKD","SG9999014575.USD","SG9999002232.USD","IE0034235188.USD","BK4598","LU0082616367.USD","LU1803068979.SGD","LU0550127509.SGD","LU1721428933.USD","LU0965509010.AUD","LU1868836591.USD","LU0128525929.USD","LU2360106780.USD","LU0061474960.USD","LU2491049909.HKD","LU0203202063.USD","SGXZ81514606.USD","IE00BDCRKT87.USD","LU1691799644.USD","LU0310799852.SGD","LU2750360997.AUD","LU0061475181.USD","IE0003U64NQ7.SGD","LU2602419157.SGD","IE00BK4W5L77.USD","LU1400636657.SGD","IE00B775SV38.USD","LU0957791311.USD","SGXZ99366536.SGD","LU2357305700.SGD","LU2430703178.SGD","LU2552382058.USD","LU1066051498.USD","SNVD.UK","LU2357125470.USD","NVDY","LU0211328371.USD","SG9999014914.USD","LU0276348264.USD","LU1023061713.HKD","LU1035777561.USD","LU0345770993.USD","LU2381873111.SGD","LU2168564222.USD","LU0266013472.USD","LU0061474705.USD","LU0708995401.HKD","LU0987226296.USD","IE00BDRTCR15.USD","LU2236285917.USD","LU0096364046.USD","LU0081259029.USD","NVDG","LU2125154778.USD","LU2420271590.USD","LU0251132253.USD","LU0354030511.USD","LU2860962120.EUR","SG9999014898.SGD","LU2065171311.SGD","LU0289961442.SGD","LU1778281490.HKD","LU1815333072.USD","LU2125909247.SGD","IE0004445239.USD","LU1712237335.SGD","LU2505996509.AUD","LU1861220033.SGD","HK0000306701.USD","LU1974910355.USD","LU0345768153.USD","LU1992135472.HKD","LU1242518931.SGD","LU2456880835.USD","LU1267930573.SGD","BK4533","LU1267930730.SGD","LU0289960550.SGD","LU2322448957.HKD","LU2413666699.HKD","IE0005OL40V9.USD","LU1989772923.USD","LU0354030438.USD",".SPX","LU2272731600.USD","LU0080751232.USD","LU0203201768.USD","LU1917777945.USD","LU0320765059.SGD","LU0323591593.USD","HK0000304797.USD","SG9999014542.SGD","BK4527","IE00B19Z9505.USD","LU1571399168.USD","NVDQ","IE00B4YYXB79.USD","LU1119994496.HKD","LU1323610961.USD","LU0289739343.SGD","BK4548","IE00B19Z8X17.USD","LU0106261372.USD","LU2430703251.USD","LU1868837136.USD","IE0034235303.USD","LU2756315664.SGD","LU1720051017.SGD","BK4503","LU1280957306.USD","LU2413666426.HKD","BK4141","BK4614","LU0979878070.USD","IE00BFSS7M15.SGD","LU0788109477.HKD","LU2471134523.USD","NVDS","SG9999018857.SGD","LU0444973449.USD","IE00B5949003.HKD","LU1718418525.SGD","LU1935042991.SGD","BK4534","LU0868494708.USD","LU2089284900.SGD","LU0215105999.USD","IE0004086264.USD","LU0787776722.HKD","SPY","SG9999014567.USD","LU0345768740.USD","LU0719512351.SGD","LU1153585028.USD","LU1989772840.SGD","LU1989764748.USD","SG9999014906.USD","LU1366333091.USD","LU1814569148.SGD","BK4588","LU2237438978.USD","LU2361044949.HKD","SG9999015978.USD","NVII","NVDU","LU1923622614.USD","NVDS.UK","SG9999001424.SGD","LU0724617625.USD","HK0000320223.HKD","LU1914381329.SGD","LU2097344431.USD","LU0256863811.USD","LU1496350502.SGD","LU2125909593.SGD","LU2242649171.HKD","LU1645745479.HKD","IE000ITXATA3.USD","LU0158827781.USD","LU0234570918.USD","IE00BQXX3D17.EUR","LU2237957902.USD","LU0029864427.USD","LU1935043536.SGD","LU1951198990.SGD","ANV","LU0310800379.SGD","LU1202635105.USD","LU2023250330.USD","LU2089283258.USD","NVDB","LU0964807845.USD","LU2265009873.SGD","LU2746668461.USD","LU1064927863.SGD","LU0347712357.USD","IE0009G5SDU7.USD","LU2403377893.USD","LU1037948541.HKD","IE00BJTD4N35.SGD","LU0823414478.USD","LU1400636491.USD","IE00B3SWFQ91.USD","LU0997586606.USD","LU0642271901.SGD","LU2125154935.USD","SG9999014880.SGD","LU2065169927.USD","LU1633808545.USD","LU1674673691.USD","LU10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03:39","pubTimestamp":1774553967,"startTime":"0","endTime":"0","summary":"CERAWEEK-美国紧张的电网迫使数据中心变得更加灵活敦促数据中心减少高峰时段的用电量研究称，到本世纪末，美国数据中心的用电量将翻两番大科技公司开始测试如何在电网需求高峰时减少数据中心的电力需求Laila Kearney路透纽约3月26日 - 公众越来越担心，大科技公司因扩建数据中心 而产生的大量用电需求会使美国电网负荷过重，因此美国科技行业正被要求在用电高峰期减少用电量。EPRI表示，希望这项工作能加快数据中心的连接时间。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260326:nL4S40E1NE: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":["SNVD.UK","LU1366192091.USD","LU2505996681.GBP","NVDW","LU0965508806.USD","LU1242518931.SGD","NVDG","BK4573","LU2362541513.USD","LU0738911758.USD","LU0256863902.USD","IE00B19Z9505.USD","LU1571399168.USD","LU1674673428.USD","IE00B19Z3581.USD","LU1267930730.SGD","LU1037948541.HKD","LU1804176565.USD","LU2028103732.USD","IE00BQXX3D17.EUR","LU2272731865.HKD","LU0943347566.SGD","BK4551","IE00BFMHRM44.USD","LU0648001328.SGD","ANV","IE00BDRTCR15.USD","BK4532","SG9999015952.SGD","LU1280957306.USD","LU0792757196.USD","LU1935043536.SGD","LU0353189763.USD","LU0130518102.USD","LU0444971666.USD","LU1221951046.USD","LU1670756490.USD","NVD2.UK","LU1202635105.USD","LU0061475181.USD","IE00B4YYXB79.USD","LU0011850046.USD","LU0889565833.HKD","LU0976567544.SGD","GOU","LU0942090050.USD","IE00B19Z3B42.SGD","LU2592432038.USD","LU0234570918.USD","LU1064131342.USD","LU1691799644.USD","LU2381873111.SGD","LU1914381329.SGD","LU1992135399.USD","LU0390134368.USD","IE00BMPRXR70.SGD","IE00B7SZLL34.SGD","IE0004445239.USD","IE0034235303.USD","LU1923622614.USD","LU1951198990.SGD","LU0426412945.USD","LU0130102774.USD","LU0784383803.USD","LU1301847155.USD","LU1642822529.SGD","LU2413666699.HKD","IE00BD6J9T35.USD","LU1720051017.SGD","LU0289960550.SGD","IE0034235188.USD","LU2023250330.USD","2NVD.UK","LU0320765059.SGD","LU1003077747.HKD","LU1815333072.USD","LU1119994496.HKD","LU2322448957.HKD","IE00BMPRXQ63.HKD","LU2092937148.SGD","NVD3.UK","LU1066051811.HKD","BK4538","LU1145028129.USD","LU1923623000.USD","LU1988902786.USD","LU0345768153.USD","LU0494093205.USD","LU0106261372.USD","LU0882574139.USD","LU1244550221.USD","SG9999014567.USD","LU0096364046.USD","LU2063271972.USD","LU1699723380.USD","LU2294711713.HKD","LU0949170772.SGD","LU0175139822.USD","LU2361045086.USD","GOOW","LU2461242641.AUD","LU2065169927.USD","LU1989772840.SGD","LU1670627923.USD","IE00BJJMRX11.SGD","IE000ITXATA3.USD","SG9999015978.USD","BK4614","LU2456880835.USD","LU1989764664.SGD","NVDB","LU0477156953.USD","IE00B3S45H60.SGD","LU2357125470.USD","IE00BN8TJ469.HKD","IE00BFSS8Q28.SGD","LU0072462426.USD","LU0079474960.USD","LU1196500208.SGD","GOOX","LU0345770308.USD","LU1232071149.USD","LU0056508442.USD","LU0198837287.USD","LU0316494557.USD","LU1323610961.USD","LU0426417589.USD","LU1059921491.USD","BK4549","LU1645745479.HKD","LU2756315664.SGD","BK4561","LU2458330169.SGD","LU2054465674.USD","LU0788109477.HKD","LU2430703251.USD","GGLS","IE00B3SWFQ91.USD","LU2023251221.USD","LU2108987350.USD","LU1548497426.USD","LU0345768740.USD","LU2860962120.EUR","LU2211815571.USD","LU2065171311.SGD","LU1935042215.USD","LU1821325948.USD","GB00BDT5M118.USD","LU2083900584.USD","LU2463028550.USD","LU1032955483.USD","LU1235294995.USD","LU0081259029.USD","LU0345769631.USD","BK4550","NVII","LU0149725797.USD","LU0980610538.SGD","LU2404859741.USD","IE00BZ1G4Q59.USD","IE00B1XK9C88.USD","IE00B7KXQ091.USD","LU0052756011.USD","IE000YTNTUN2.SGD","LU1623119135.USD","LU2458330243.SGD","BK4587","IE00B775H168.HKD","BK4581","LU0957791311.USD","LU1814569148.SGD","GB00B4QBRK32.GBP","LU2272731600.USD","LU0823434740.USD","LU0683600562.USD","LU2322448791.USD","LU0070217475.USD","LU2360107168.USD","LU0203345920.USD","LU1670628061.USD","LU2111349929.HKD","LU1935042991.SGD","LU1861127337.USD","LU2097829019.USD","LU1585245621.USD","NVDD","IE00BQXX3C00.GBP","LU0786609619.USD","LU0823421333.USD","IE00BZ199S13.USD","LU1839511570.USD","LU2471134523.USD","LU2065170008.USD","LU0256863811.USD","LU0094547139.USD","LU1267930490.SGD","LU1043141396.HKD","IE00BJJMRY28.SGD","LU2125909247.SGD","LU1791710400.SGD","LU0345769128.USD","LU1934455277.USD","SG9999015358.SGD","LU0648000940.SGD","NVDX","GOOGL","LU2931357623.SGD","IE0004091025.USD","LU1366333091.USD","LU0158827948.USD","LU2168564495.EUR","BK4585","IE00B1BXHZ80.USD","IE00BK4W5M84.HKD","LU1923622291.USD","LU2357305700.SGD","LU2272731782.SGD","IE00BSNM7G36.USD","LU0661504455.SGD","LU0690374615.EUR","IE00B775SV38.USD","LU1551013342.USD","HK0000306701.USD","LU2249611893.SGD","LU2543165471.USD","LU1934455194.USD","LU0496365809.HKD","SG9999015945.SGD","LU0061474960.USD","LU2756315318.SGD","LU0965509010.AUD","LU2168563687.JPY","LU2491050154.USD","LU0211326839.USD","LU0265550946.USD","LU2552382215.SGD","BK4608","LU2896262040.SGD","HK0000304797.USD","LU2552382058.USD","LU2250418816.HKD","LU0347712357.USD","LU0417517546.SGD","LU0210536198.USD","LU2098885051.SGD","BK4548","LU2168564065.EUR","LU0234572021.USD","LU130336710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ChatGPT 前的水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2622982978","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622982978?lang=zh_cn&edition=fundamental","pubTime":"2026-03-27 02:18","pubTimestamp":1774549107,"startTime":"0","endTime":"0","summary":"实时市场-英伟达的盈利估值降至一年来最低，几乎达到 ChatGPT 前的水平美国主要股指下跌；纳斯达克指数跌幅最大，下跌约 2%通信服务是标普500指数中最弱的板块；能源板块涨幅居前美元上涨；美国原油反弹 ~5%；黄金跌幅大于 2%；比特币跌幅大于 3%美国 10 年期国债收益率升至 ~4.42%. 您可以通过以下网址与我们分享您的观点 markets.research@thomsonreuters.com 英伟达的盈利估值降至一年来最低；接近 ChatGPT 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02:17","pubTimestamp":1774549027,"startTime":"0","endTime":"0","summary":"• 宏观经济压力和行业竞争对英伟达造成了影响。\n• 谷歌的AI算法和AMD的潜在交易加剧了竞争压力。\n• 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01:29","pubTimestamp":1774546162,"startTime":"0","endTime":"0","summary":"尽管投资者担忧行业已触及周期顶点，但摩根士丹利分析师指出，存储芯片企业仍拥有广阔的长期增长空间。虽然华尔街对这些公司的长期增长前景缺乏坚定信心，但分析师认为存储芯片供应正面临严重瓶颈，并将持续推动价格上涨。\n分析师特别强调，人工智能应用正在吞噬大量存储芯片产能，导致其他行业供给不足，进而制约了个人电脑和智能手机的生产规模。针对当前高企的利润率水平，分析师表示：\"81%的毛利率虽未必成为新常态，但在未来几个季度——甚至可能延续至未来两年内——我们很难看到该指标出现恶化。\"\n","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":["IE00BZ1G4Q59.USD","LU2089284900.SGD","LU2458330243.SGD","IE00B19Z3581.USD","LU2028103732.USD","LU0158827781.USD","LU0267386448.USD","BK4581","LU0054578231.USD","LU0642271901.SGD","BK4532","LU0106831901.USD","MUD","LU0889566641.SGD","LU1668664300.SGD","LU1316542783.SGD","BK4554","LU0203345920.USD","LU0006306889.USD","LU2111349929.HKD","BK4512","LU0792757196.USD","MULL","LU0109392836.USD","MS","LU1732800096.USD","LU0889565833.HKD","LU1791710400.SGD","BK4127","IE00B19Z3B42.SGD","LU0234570918.USD","LU1244550577.SGD","LU2931357623.SGD","LU0274383776.USD","BK4141","LU1162221912.USD","LU1366333091.USD","IE00B7SZLL34.SGD","LU0971096721.USD","BK4588","LU0154236417.USD","LU0158827948.USD","LU0082616367.USD","LU0127658192.USD","LU0557290698.USD","BK4585","LU0320765646.SGD","LU1720051017.SGD","BK4527","LU0795875086.SGD","LU1267930813.SGD","LU2357305700.SGD","BK4553","IE00BKVL7J92.USD","LU0963586101.USD","BK4170","LU0882574139.USD","LU0106261372.USD","LU1244550221.USD","BK4575","LU2048586759.USD","LU1732799900.SGD","BK4605","LU2271345857.HKD","LU1791710582.SGD","LU0795875169.SGD","BK4534","LU2347655156.SGD","LU1989772840.SGD","SNXX","LU1852331112.SGD","LU2250418816.HKD","LU0719512351.SGD","LU1363072403.SGD","LU1244550494.USD","LU2089985449.USD","IE00B5949003.HKD","BK4533","LU1989772923.USD","LU1803068979.SGD","LU1074936037.SGD","LU0314104364.USD","BK4543","LU0056508442.USD","LU0912757837.SGD","LU2286300806.USD","LU0098860793.USD","LU1323610961.USD","LU0203347892.USD","LU2360106780.USD","LU2133065610.SGD","LU2458330169.SGD","LU0157215616.USD","BK4579","LU2054465674.USD","IE0002270589.USD","MU","LU2023251221.USD","MUU","IE0009356076.USD","LU1548497426.USD","LU0528227936.USD","LU2211815571.USD","BK4566","GB00BDT5M118.USD","BK4504","BK4516","LU0225283273.USD","LU2089283258.USD","LU1720051108.HKD","LU0081259029.USD"],"gpt_icon":0},{"id":"2622724862","title":"实时市场-Hightower 林克：投资者应考虑人工智能食物链中的大银行和企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2622724862","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622724862?lang=zh_cn&edition=fundamental","pubTime":"2026-03-27 00:27","pubTimestamp":1774542475,"startTime":"0","endTime":"0","summary":"实时市场-Hightower 林克：投资者应考虑人工智能食物链中的大银行和企业美国主要股指收红；纳斯达克指数跌幅最大，下跌 ~1.4%标普 500 指数中，通信服务板块表现最弱；能源板块涨幅居前欧元 STOXX 600 指数下跌 ~0.9%美元上涨；美国原油上涨 ~5%；黄金下跌 >2%；比特币下跌 ~3%美国 10 年期国债收益率升至 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大摩力挺存储股 重申美光科技(MU.US)、闪迪(SNDK.US)“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2622648238","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622648238?lang=zh_cn&edition=fundamental","pubTime":"2026-03-26 23:15","pubTimestamp":1774538122,"startTime":"0","endTime":"0","summary":"围绕谷歌新算法对存储产业链的冲击，市场分歧正在加剧。分析认为，随着TurboQuant等技术降低成本，未来AI模型将倾向于使用更大规模上下文和更复杂计算，从而带动整体算力与存储需求上升。基于这一判断，摩根士丹利重申对美光科技和闪迪的“增持”评级。分析师指出，目前AI发展面临的核心瓶颈依然是内存供给不足，尤其是DRAM领域，数据中心需求的快速增长已对PC和智能手机等终端产品的内存供应产生挤压。","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/1420016.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":["LU1815336760.USD","LU0553294199.USD","BK4592","BK4543","LU1400636491.USD","LU2213496289.HKD","LU1803068979.SGD","IE00B19Z8W00.USD","LU1201861165.SGD","LU1116320901.HKD","LU1244550577.SGD","LU0210533765.USD","LU0823421333.USD","LU0690374961.EUR","LU0053666078.USD","LU1989764748.USD","LU2720916845.USD","LU0211328371.USD","BK4585","IE00BN8TJ469.HKD","LU0154236417.USD","BK4587","LU0784385840.USD","LU2168564065.EUR","LU0943347566.SGD","GOOX","LU2265009873.SGD","LU1064131342.USD","LU0203345920.USD","LU1951200564.SGD","LU2244417387.USD","LU0289960550.SGD","MU","SGXZ81514606.USD","LU1261432733.SGD","LU1267930573.SGD","LU0868494708.USD","LU0130103400.USD","LU1267930490.SGD","BK4503","BK4579","LU2125909247.SGD","LU0985489474.SGD","LU1815333072.USD","LU0792757196.USD","LU2471134952.CNY","LU1429558221.USD","LU0149725797.USD","LU1221951046.USD","IE00BQXX3D17.EUR","LU2097344431.USD","LU0211326839.USD","BK4553","LU0477156953.USD","LU0784384876.USD","LU0965509283.SGD","LU0175139822.USD","GGLS","LU0158827948.USD","LU1894683348.USD","LU0187121727.USD","LU2430703095.HKD","LU1645745479.HKD","LU1066051498.USD","LU0256863811.USD","BK4507","IE00B1BXHZ80.USD","LU1366192091.USD","IE00BQXX3C00.GBP","LU0198837287.USD","LU0980610538.SGD","SGXZ99366536.SGD","LU2237443382.USD","LU0225283273.USD","SG9999014914.USD","LU1778281490.HKD","LU2237438978.USD","LU1202635105.USD","MUD","LU2089283258.USD","LU0477156797.USD","LU1571399168.USD","LU0823434583.USD","LU1718418525.SGD","LU2931357623.SGD","LU0127658192.USD","LU2065170008.USD","IE00BK4W5L77.USD","LU1720051108.HKD","LU1127390331.HKD","IE00B5949003.HKD","LU0128525689.USD","LU1037948897.HKD","LU1935043023.USD","LU1880398471.USD","LU1043141396.HKD","LU0742534661.SGD","LU1032955483.USD","LU1366333091.USD","LU0096364046.USD","LU0444971666.USD","LU2487616109.SGD","LU0211327993.USD","LU2404859741.USD","BK4602","LU0738911758.USD","LU1674673691.USD","IE00B775H168.HKD","LU1868836591.USD","IE00B5TLWC47.USD","LU2264538146.SGD","LU2106854487.HKD","LU2098885051.SGD","LU0345770308.USD","LU0719512351.SGD","IE0002270589.USD","LU2458330169.SGD","LU0320765489.SGD","SG9999001077.SGD","LU2092627202.USD","LU2237443895.HKD","LU1435385759.SGD","LU0308772762.SGD","LU2764262908.HKD","LU2089985449.USD","LU0985320562.USD","HK0000304797.USD","LU1267930813.SGD","LU0170899867.USD","SG9999014898.SGD","LU0011850046.USD","LU0096362180.USD","LU1629891620.HKD","LU2756315664.SGD","LU2404859667.USD","LU1506573853.SGD","LU1267930227.SGD","LU0048584097.USD","IE00BK4W5M84.HKD","BK4605","LU1074936037.SGD","IE00BLSP4239.USD","IE0009356076.USD","MULL","LU0006306889.USD","IE00B19Z3B42.SGD","LU0203347892.USD","LU2087621335.USD","LU0820561818.USD","BK4533","LU1852331112.SGD","LU0124676726.USD","LU1116320737.USD","LU1244550494.USD","LU0683600562.USD","LU1989764664.SGD","LU0310799852.SGD","BK4077","LU1046421795.USD","LU0203201768.USD","IE00BZ199S13.USD","SG9999000418.SGD","LU2237443622.USD","IE00BWXC8680.SGD","BK4581","IE00BSNM7G36.USD","IE00BKVL7J92.USD","LU2491050071.SGD","LU2211815571.USD","LU2361044865.SGD","LU0456855351.SGD","LU2552382215.SGD","BK4576","LU0323591593.USD","LU2403377893.USD","LU0276348264.USD","IE00BFSS8Q28.SGD","LU0976567544.SGD","LU0029864427.USD","LU1923623000.USD","LU2168564149.EUR","LU2462157665.USD","LU2097829019.USD","LU2361044949.HKD","LU0354030438.USD","LU0072462426.USD","LU0496365809.HKD","LU0823434740.USD","LU2168564495.EUR","GB00B4LPDJ14.GBP","LU1670756490.USD","LU2756315318.SGD","LU1066053197.SGD","LU1003077747.HKD","LU0310800965.SGD","GB00BDT5M118.USD","BK4561","LU0211326755.USD","LU1153585028.USD","LU0238689110.USD","LU0289941410.SGD","LU1803068623.USD","LU0823421416.USD","LU0345774631.USD","LU0353189680.USD","IE00BZ1G4Q59.USD","LU1244550221.USD","LU1121112475.USD","LU0130102774.USD","LU2065171311.SGD","LU0061474960.USD","LU0274383776.USD","LU0079474960.USD","LU2417539215.USD","LU1145028129.USD","LU2764263203.CNY","IE0004086264.USD","LU1035775433.USD","LU1868837300.USD","LU0128525929.USD","LU0157215616.USD","SGXZ31699556.SGD","LU0320765059.SGD","LU2087625088.SGD","IE00B7KXQ091.USD","LU1642822529.SGD","LU1868837136.USD","LU1951198990.SGD","BK4514","LU2750360641.GBP","LU2048586759.USD","LU0082616367.USD","LU0724617625.USD","BK4598","LU0690374615.EUR","IE00BYXW3230.USD","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