美股詳情

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美光科技

403.52

+23.816.27%

成交量：2,232.30萬

成交額：89.06億

市值：4,541.65億

市盈率：38.28

高：407.88

開：393.64

低：387.61

收：379.68

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：1.12

換手率：2.00%

股息：0.46

股息率：0.11%

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：7.72

市盈率(LYR):53.16

資料載入中...

總覽公司新聞資訊公告

異動解讀 | 美光科技盤中大漲5.01%，受新品發布及存儲芯片漲價預期雙重提振

美股異動丨存儲概念股齊漲，機構預計NAND閃存本季或再漲價90%

美股集體高開：納指漲0.67%，美光科技漲近4%

腾讯自选股

【AI日報】美光推出256GB SOCAMM2；榮耀開源MagicAgent：六項核心測試成績領先GPT-5.2；百度智能雲千帆大模型杭州創新中心落户上城

內存市場進入「按小時計價」賣方市場

大行評級丨瑞銀：對美光的前景高度樂觀，2027年EPS有望挑戰85美元

期權策略 | 美光股價高位回調，期權IV處於歷史極端高位，如何佈局賣方價差策略？

【芯聞前沿】突發！存儲大廠DDR5內存顆粒再漲 40%

物理微电子前沿...

美光推出全球最大容量256GB SOCAMM2內存模組採用32Gb LPDDR5x芯片

太平洋科技

美股成交額TOP 20 | 存儲板塊承壓，美光科技、閃迪跌約8%；Lumentum跌超11%，英特爾跌超5%

老虎资讯综合

3月4日美股成交額前20：美光大跌8%，小摩報告令其承壓

环球市场播报

TrendForce：2025Q4五大NAND閃存原廠營收漲23.8%，2026Q1價格或大漲

ITBEAR科技资讯

異動解讀 | 美光科技盤中大跌7.65%，因大摩調整首選股及市場擔憂存儲芯片需求前景

美股異動丨費城半導體指數跌超4%，英特爾、美光跌超7%

美光科技暴跌8%，西部數據重挫7.2%，希捷科技下滑6.2%，閃迪收跌5.4%

美光科技跌7.26% 股價跌破400美元大關

閃迪美股盤前跌幅擴大至8%，美光科技跌幅擴大至6.5%

每日经济新闻

存儲概念盤前延續疲軟態勢閃迪、美光科技跌6%

異動解讀 | 大摩將英偉達重新列為芯片首選股，取代美光科技，致其盤前大跌5.01%

節後存儲市場交易陸續恢復，本周eMMC和LPDDR4X價格全面上漲！

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22:31","pubTimestamp":1772634682,"startTime":"0","endTime":"0","summary":"美股三大指数集体高开，道指涨0.46%，纳指涨0.67%，标普500指数涨0.44%。特斯拉涨超1%，公司据悉计划与三星电子就将2nm芯片AI6产能规模提升50%展开磋；明星科技股普涨，美光科技涨近4%，阿斯麦涨2.6%，台积电涨超1%。霍尔木兹海峡关闭引爆抛售，外资集中撤离韩国韩国市场成为此次动荡的震中。韩国此前是年内全球表现最强劲的市场之一，受AI及存储周期驱动，峰值涨幅接近50%，仓位高度集中于三星电子、SK海力士等大市值科技权重股。","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=nesSN2026030421135297a809e5&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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Arcuri对美光的前景高度乐观，预测美光2027日历年的EPS有望挑战85美元，远高于市场平均预期的48美元。Arcuri指出，因应人工智能(AI)需求导致存储器供应吃紧，美光等厂商已陆续调涨零组件价格。他认为，美光可能借由这个趋势积极洽谈新的长期协议，尽管这将让出部分近期的涨价空间，但这些协议应有助于支撑未来数年更为稳健的营收与获利。Arcuri进一步分析，DRAM与NAND的定价动能正持续增强，供应短缺的情况可能一路延续到2028年。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260304/32043562.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":"zhongjincaijing_highlight","symbols":["LU2048586759.USD","LU2054465674.USD","LU2458330243.SGD","BK4605","LU0082616367.USD","MU","BK4532","LU1267930813.SGD","LU0889565833.HKD","LU0056508442.USD","LU2211815571.USD","IE00B5949003.HKD","LU1366333091.USD","LU2458330169.SGD","BK4533","LU2250418816.HKD","LU0203345920.USD","BK4543","IE00B7SZLL34.SGD","LU0203347892.USD","LU2360106780.USD","LU1323610961.USD","LU2931357623.SGD","GB00BDT5M118.USD","LU0157215616.USD","BK4527","LU0642271901.SGD","IE00B19Z3581.USD","IE0002270589.USD","LU0719512351.SGD","LU0081259029.USD","LU0109392836.USD","LU2286300806.USD","MUD","LU0154236417.USD","LU0889566641.SGD","BK4575","MULL","IE00B19Z3B42.SGD","IE0009356076.USD","LU0274383776.USD","LU2089985449.USD","BK4588","BK4553","BK4579","LU1316542783.SGD","BK4554","LU1852331112.SGD","BK4566","LU1803068979.SGD","BK4141","BK4585","LU0127658192.USD","BK4512","LU0792757196.USD"],"gpt_icon":0},{"id":"1104253964","title":"期權策略 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：84.97%。市场预期未来股价将出现剧烈波动。这是最关键的指标，意味着当前IV水平高于过去约95%的时间，处于历史极端高位。这表明机构资金正在高位积极抛售看涨期权，押注股价短期内难以突破这些关键价位。卖出此期权可获得高额权利金。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"gpt_icon":1},{"id":"2616302735","title":"【芯聞前沿】突發！存儲大廠DDR5內存顆粒再漲 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616302735","media":"物理微电子前沿...","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616302735?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 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SOCAMM2內存模組 採用32Gb LPDDR5x芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2616078309","media":"太平洋科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616078309?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 09:02","pubTimestamp":1772586120,"startTime":"0","endTime":"0","summary":"3月4日，美光宣布启动256GB SOCAMM2内存模组出样。该产品采用了全球首个单芯片32Gb LPDDR5x DRAM芯片。256GB SOCAMM2内存模组相比此前的192GB模组，能够处理更大的上下文窗口和复杂的推理工作负载。据悉，该产品在提供大容量存储和高带宽的同时，功耗低于传统服务器内存。美光表示，这一技术突破正在推动新一代AI CPU的发展，能够更好地满足严苛的AI推理工作负载需求。","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=nesSN20260304091728a448c19d&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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20 | 存儲板塊承壓，美光科技、閃迪跌約8%；Lumentum跌超11%，英特爾跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146808788","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146808788?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 07:01","pubTimestamp":1772578874,"startTime":"0","endTime":"0","summary":"数据显示，Windows 11占据72.57%的市场份额，而Windows 10则为26.45%。周二美股芯片存储板块大跌，此前摩根士丹利称市场对存储芯片的偏爱过头了。美国与以色列2月28日联手对伊朗发动大规模袭击，霉菌利用科技公司Anthropic对伊朗发动了一次大规模空袭。第16名$Lumentum$收跌11.34%，成交50.62亿美元。英伟达日前宣布与Lumentum Holdings签订多年战略协议，以加速先进光学技术的创新，包括研发，从而实现下一代人工智能基础设施和系统设计。","market":"us","thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28"],"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":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDA","MU","INTC"],"gpt_icon":1},{"id":"2616372148","title":"3月4日美股成交額前20：美光大跌8%，小摩報告令其承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=2616372148","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616372148?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 05:51","pubTimestamp":1772574660,"startTime":"0","endTime":"0","summary":"周二美股成交额第1名英伟达收跌1.33%，成交316.49亿美元。由英伟达支持、研发光传输数据芯片的Ayar Labs周二宣布，完成5亿美元E轮融资，估值达37.5亿美元。报道称，摩根士丹利已向债权人告知X和xAI的全额偿债计划。此次计划前，两家公司已进行一系列重大运作，包括SpaceX收购xAI、xAI收购X并承接其债务等。　　第4名美光收跌7.99%，成交147.55亿美元。周二美股芯片存储板块大跌，此前摩根士丹利称市场对存储芯片的偏爱过头了。","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/2026-03-04/doc-inhpufut3610117.shtml","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":"sina","symbols":["BK4532","BK4543","IE00BFXG1179.USD","LU0267386448.USD","LU0868494708.USD","LU2054465674.USD","LU0323591593.USD","LU1914381329.SGD","LU0106831901.USD","LU1323610961.USD","LU0345769128.USD","IE00BLSP4452.SGD","LU1032466523.USD","LU2211815571.USD","LU0345770308.USD","LU0889565833.HKD","LU2430703251.USD","LU1496350502.SGD","LU1852331112.SGD","LU2360106780.USD","LU2505996681.GBP","BK4581","LU0689472784.USD","LU0203347892.USD","LU0208291251.USD","LU0976567544.SGD","LU1363072403.SGD","LU2237443465.HKD","UWM","LU2106854487.HKD","LU0942090050.USD","JPM","LU2023250504.SGD","GB00BDT5M118.USD","BK4533","LU1551013425.SGD","IE0009356076.USD","LU0048584097.USD","LU1119994496.HKD","LU2264538146.SGD","LU0792757196.USD","SG9999002232.USD","LU1244550577.SGD","IE00BJLML261.HKD","LU2023250843.SGD","LU2430703095.HKD","RWM","LU1244550221.USD","LU2237443622.USD","LU2756315318.SGD","BK4550","IE00BN8TJ469.HKD","LU1261432733.SGD","LU0274383776.USD","IE0002270589.USD","LU0971096721.USD","LU0082616367.USD","LU0157215616.USD","IE00BKDWB100.SGD","IE00B19Z3B42.SGD","LU0417517546.SGD","LU2756315664.SGD","IE00BWXC8680.SGD","LU1894683348.USD","LU0211327993.USD","IE0034235303.USD","LU2048586759.USD","LU2458330169.SGD","LU1366333091.USD","SRTY","IE00BJTD4N35.SGD","MNQmain","BK4141","LU2462157665.USD","LU2430703178.SGD","IWN","BK4579","LU2552382215.SGD","LU0211326755.USD","LU0787776722.HKD","LU1668664300.SGD","LU1629891620.HKD","LU2250418816.HKD","LU2242649171.HKD","LU0256863811.USD","BK4535","BK4207","LU2357305700.SGD","IE00B19Z3581.USD","LU2456880835.USD","JPMO","LU0211331839.USD","TNA","LU1988902786.USD","IE00BHPRN162.USD","IE00BBT3K403.USD","IE00BYXW3230.USD","LU1316542783.SGD","LU1116320737.USD","LU2237443549.SGD","LU0238689110.USD","LU2237443895.HKD","LU2023250330.USD","LU1720051108.HKD","LU0106261372.USD","LU2237443978.SGD","BK4516","LU0964807845.USD","IE00BKVL7J92.USD","BK4554","IE0034235188.USD","LU2089985449.USD","LU0719512351.SGD","BK4534","IE00BZ1G4Q59.USD","BK4575","LU2458330243.SGD","LU0154236417.USD","BK4527","MULL","IWO","LU0234572021.USD","LU2592432038.USD","LU0265550946.USD","LU1280957306.USD","BK4504","IE0034235295.USD","LU0320765489.SGD","IE00BLSP4239.USD","LU2213496289.HKD","LU1551013342.USD","LU0265550359.USD","IE00B775SV38.USD","LU1267930813.SGD","LU0820562030.AUD","LU1670628061.USD","LU0820561909.HKD","IE00BDRTCR15.USD","LU1116320901.HKD","IE00B3S45H60.SGD","LU0070302665.USD","LU0820561818.USD","LU2931357623.SGD","IE00B1XK9C88.USD","LU2236285917.USD","LU0215105999.USD","LU0203345920.USD","LU1496350171.SGD","LU0320765646.SGD","LU2552382058.USD","IE00B1BXHZ80.USD","BK4588","LU0251132253.USD","LU1670627923.USD","LU2286300806.USD","LU2552382132.HKD","LU0345769631.USD","LU1244550494.USD","LU2417539215.USD","LU0211328371.USD","LU0149725797.USD","LU0006306889.USD","LU1064131342.USD","LU1145028129.USD","LU2746668974.SGD","LU0642271901.SGD","LU0345770993.USD","LU0056508442.USD","LU0127658192.USD","LU2381873111.SGD","LU0170899867.USD","BK4585","LU0889566641.SGD","LU1894683264.USD","IE00B7SZLL34.SGD","LU2505996509.AUD","LU1720051017.SGD","LU2237443382.USD","BK4553","LU0683600562.USD","LU1803068979.SGD","BK4566","LU0109392836.USD","LU1084165304.USD","IE000M9KFDE8.USD","LU0310799852.SGD","IE00B5949003.HKD","LU1267930490.SGD","MUD","LU1974910355.USD","IE00BJTD4V19.USD","IE00BDCRKT87.USD","LU1162221912.USD","LU0211326839.USD","LU1366192091.USD","LU0943347566.SGD","LU2746668461.USD","TWM","BK4605","LU1917777945.USD","LU0882574139.USD","LU0868494617.USD","SG9999002224.SGD","LU0496365809.HKD","TZA","LU0640476718.USD","BK4512","LU1548497426.USD","MU","LU0081259029.USD"],"gpt_icon":1},{"id":"2616376651","title":"TrendForce：2025Q4五大NAND閃存原廠營收漲23.8%，2026Q1價格或大漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2616376651","media":"ITBEAR科技资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616376651?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 03:10","pubTimestamp":1772565051,"startTime":"0","endTime":"0","summary":"TrendForce集邦咨询最新数据显示，2025年第四季度全球五大NAND闪存制造商——三星、SK集团、铠侠、美光及闪迪——合计实现营业收入211.725亿美元，较上一季度增长23.8%。得益于海力士与Solidigm的协同效应，其NAND业务环比增幅达47.8%，成为推动整体市场增长的核心力量。铠侠虽增速相对平缓，但凭借在3D NAND技术上的突破，单季营收与bit出货量均创历史新高，进一步巩固了其在消费级市场的地位。对于2026年第一季度，TrendForce分析指出，NAND市场将面临供需结构性失衡。","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=nesSN20260304033943a69eb840&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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22:32","pubTimestamp":1772548335,"startTime":"0","endTime":"0","summary":"半导体存储板块遭遇集体抛售，行业龙头股价全线跳水。美光科技(MU)单日跌幅达8%，领跌板块；西部数据(WDC)紧随其后，重挫7.2%；希捷科技(STX)下跌6.2%，闪迪(SNDK)则收跌5.4%。此次集体下挫反映出市场对存储芯片需求前景的担忧情绪急剧升温。","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":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0109392836.USD","LU1642822529.SGD","IE00B19Z3B42.SGD","BK4527","GB00BDT5M118.USD","BK4585","IE00B19Z9Z06.USD","LU2360106780.USD","IE00B19Z3581.USD","BK4554","WDC","BK4553","MUU","SNXX","BK4141","LU0203347892.USD","IE0009356076.USD","BK4579","LU0006061336.USD","LU0889565833.HKD","IE00B5949003.HKD","LU0056508442.USD","MUD","LU1852331112.SGD","LU0203345920.USD","LU1670628061.USD","LU1366333091.USD","LU1267930813.SGD","LU1316542783.SGD","LU0081259029.USD","LU2048586759.USD","LU2458330169.SGD","LU2089985449.USD","BK4575","BK4543","LU0157215616.USD","LU1815336760.USD","LU0719512351.SGD","LU0154236417.USD","LU2211815571.USD","SNDK","LU0444971666.USD","LU2250418816.HKD","LU1803068979.SGD","LU1823568750.SGD","LU0274383776.USD","BK4588","LU1069347547.HKD","IE00B7SZLL34.SGD","LU0957808578.USD","LU2286300806.USD","LU0054578231.USD","LU0792757196.USD","LU0082616367.USD","LU1235294995.USD","LU2054465674.USD","BK4566","LU0127658192.USD","BK4170","BK4533","WDCX","BK4605","LU0444973449.USD","IE00B19Z9P08.USD","LU0642271901.SGD","LU2931357623.SGD","LU2458330243.SGD","IE00B894F039.SGD","LU1323610961.USD","LU1035773651.USD","IE0002270589.USD","LU1670627923.USD","MULL","LU1046421795.USD","MU","LU0889566641.SGD","LU0476273544.USD","STX","BK4512","BK4532"],"gpt_icon":0},{"id":"2616293983","title":"美光科技跌7.26% 股價跌破400美元大關","url":"https://stock-news.laohu8.com/highlight/detail?id=2616293983","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616293983?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 22:31","pubTimestamp":1772548287,"startTime":"0","endTime":"0","summary":"北京时间2026年03月03日22时31分，美光科技股票出现波动，股价急速下挫7.26%。截至发稿，该股报382.70美元/股，成交量414.961万股，换手率0.37%，振幅1.85%。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36.38倍。美光科技股票所在的半导体行业中，整体跌幅为3.09%。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=nesSN20260303223127a4471e04&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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闪迪跌6.15%，美光科技跌6.01%，西部数据跌5.14%，希捷科技跌4.84%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/NTE3MzYyMzA2NDI2MjU=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NTE3MzYyMzA2NDI2MjU=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"297653","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":["IE00B19Z9Z06.USD","LU0154236417.USD","LU2089985449.USD","MUD","LU1803068979.SGD","BK4554","LU0127658192.USD","BK4553","LU1323610961.USD","LU2048586759.USD","BK4543","LU2360106780.USD","LU2458330169.SGD","LU2931357623.SGD","LU1316542783.SGD","LU0444973449.USD","BK4527","LU0081259029.USD","MU","MULL","LU1069347547.HKD","LU0792757196.USD","LU1670628061.USD","LU1852331112.SGD","LU1046421795.USD","BK4605","LU1267930813.SGD","WDCX","LU0082616367.USD","BK4588","BK4141","LU0157215616.USD","LU0274383776.USD","LU0054578231.USD","GB00BDT5M118.USD","LU1235294995.USD","LU1366333091.USD","LU1815336760.USD","IE00B7SZLL34.SGD","LU0109392836.USD","LU1670627923.USD","LU0006061336.USD","LU0642271901.SGD","LU0203347892.USD","LU0056508442.USD","LU0476273544.USD","LU0719512351.SGD","IE00B19Z9P08.USD","BK4579","BK4170","BK4533","IE00B19Z3581.USD","IE00B5949003.HKD","LU0203345920.USD","LU1642822529.SGD","IE0009356076.USD","LU0444971666.USD","LU2286300806.USD","BK4585","LU0957808578.USD","LU1823568750.SGD","SNDK","LU2458330243.SGD","LU2250418816.HKD","BK4512","IE00B19Z3B42.SGD","LU2211815571.USD","LU1035773651.USD","LU0889565833.HKD","LU0889566641.SGD","BK4575","IE00B894F039.SGD","BK4566","BK4532","IE0002270589.USD"],"gpt_icon":0},{"id":"1187182663","title":"異動解讀 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分析师约瑟夫·摩尔发布报告，将英伟达重新列为半导体板块的首选投资标的，取代了此前占据该位置的美光科技。摩根士丹利的这一举动被视为重要的投资风向标，可能影响了投资者对美光科技短期前景的看法，从而引发了资金流动和股价调整。不过，也有其他机构如瑞银维持对美光科技的“买入”评级并上调了目标价，显示市场观点存在分歧。","market":"hk","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":"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":"2616276348","title":"節後存儲市場交易陸續恢復，本周eMMC和LPDDR4X價格全面上漲！","url":"https://stock-news.laohu8.com/highlight/detail?id=2616276348","media":"闪存市场","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616276348?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 16:29","pubTimestamp":1772526588,"startTime":"0","endTime":"0","summary":"同样的，LPDDR4X资源经历连续数月上涨过后，仅资源成本价格已高达$1.50/Gb以上。受新采购资源成本持续攀升影响，本周嵌入式eMMC、LPDDR4X价格全面上涨。值得关注的是，嵌入式产品价格大幅上涨正在重塑下游应用市场格局，存储厂商的客户结构也随之面临洗牌，未来其产品策略将更聚焦于机器人、无人机、3D打印、智能POS机等高价值应用领域。","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=nesSN20260303170629a69cd1de&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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