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熱門中概股
3,863.26
+96.90
2.57%
漲家數：
35
跌家數：
12
平家數：
1
市盈率：
- -
高：
3,863.78
開：
3,807.83
低：
3,807.83
收：
3,765.64
成交量：
9,405.06萬
成交額：
42.33億
市值：
3.16萬億
流通市值：
2.72萬億
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但上行周期至少延續至2028年","url":"https://stock-news.laohu8.com/highlight/detail?id=2666309878","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666309878?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 09:44","pubTimestamp":1788918287,"startTime":"0","endTime":"0","summary":"瑞银指出，存储芯片销售额下滑主要是由于出货量减少，同期DRAM和NAND平均售价分别上涨了8.3%和9.8%。瑞银预计，第三季度DDR价格将环比上涨22%，NAND合约价格将上涨20%。瑞银预计，2026年全球半导体营收将达到1.63万亿美元，较2025年增长118%，并预测本轮上行周期至少将持续至2028年。瑞银分析师表示：“虽然半导体营收增速可能在2026年中期见顶，但包括晶圆代工产能利用率、封装设备需求和存储芯片盈利能力在内的领先指标，均支持本轮周期至少延续至2028年。”","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/1493694.html","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":"stock_zhitongcaijing","symbols":["NVDS.UK","NVC","SSNLF","LU0208291251.USD","LU2458330243.SGD","LU0203345920.USD","LU0444973449.USD","LU1861219969.SGD","LU0198837287.USD","LU1718418525.SGD","IE00BDCRKT87.USD","LU0096362180.USD","LU0823434583.USD","LU0320765059.SGD","MU","MUG","LU0823421416.USD","LU0251132253.USD","LU0472753341.HKD","LU1064131342.USD","LU0072462426.USD","ASIA","LU0342679015.USD","SOXY","LU0053666078.USD","LU0997586515.USD","LU2471134879.HKD","LU0476273544.USD","SG9999004303.SGD","LU0788109477.HKD","LU1935042215.USD","LU1244550577.SGD","IE00BYXW3230.USD","LU2083900584.USD","LU1211504680.USD","LU0708994859.HKD","LU2750360997.AUD","LU0211327993.USD","PSI","IE00B19Z3581.USD","LU2360106780.USD","LU2168564222.USD","FTEC","LU1048588211.SGD","LU0541501648.USD","LU0719512351.SGD","LU2361045086.USD","LU2097344431.USD","SG9999014880.SGD","VGT","ABFL","IE00BK4W5L77.USD","LU0011850046.USD","LU0823414478.USD","LU0158827781.USD","LU2125909916.SGD","IXN","WISE","HK0000914686.HKD","NVDO","BK4533","IE00B19Z8W00.USD","SOXQ","LU0965509010.AUD","LU0345770308.USD","LU1989764664.SGD","SG9999015945.SGD","LU2106854487.HKD","BK4605","IE000M9KFDE8.USD","LU2452424414.USD","LU2357627491.SGD","LU0215105999.USD","LU2087625088.SGD","LU1571399168.USD","NULC","SMHX","LU2420271590.USD","LU0640476718.USD","BK4549","LU2168563687.JPY","AIPI","LU0949170772.SGD","SKHU","LU0965509283.SGD","HK0000914660.USD","SG9999000418.SGD","LU0661504455.SGD","LU2746668974.SGD","IE00BKDWB100.SGD","NVD","HK0000306701.USD","LU0097036916.USD","SG9999001424.SGD","BK4170","SG9999018857.SGD","LU2896262040.SGD","LU1732800096.USD","LU0323239441.USD","LU0724617625.USD","LU0225283273.USD","LU0238689110.USD","BK4532","IE00B3M56506.USD","SG9999014567.USD","LU1983260115.SGD","LU0417517546.SGD","LU0310800379.SGD","LU0353189763.USD","07347","LU2347655073.USD","LU2272731600.USD","AVSE","IE00B4YYXB79.USD","LU0234572021.USD","NVYY","LU2471134796.USD","LU1280957306.USD","LU2048586759.USD","LU0868494708.USD","LU2294711713.HKD","LU2361044949.HKD","LU0096364046.USD","LU1400636574.HKD","SKHL","LU2326559502.SGD","LU1035775433.USD","LU0106261372.USD","LU0882574139.USD","LU2087621335.USD","LU2430703178.SGD","LU0174119429.USD","LU2237443895.HKD","LU1868836591.USD","IE0009356076.USD","LU1127390331.HKD","LU2360107168.USD","LU2023251221.USD","LU0738911758.USD","LU0289961442.SGD","LU0964807845.USD","EGGY","LU2148611432.USD","ESIM","LU0859254822.USD","LU0080751232.USD","LU2272731782.SGD","LU1119994496.HKD","LU2237957902.USD","LU2054465674.USD","LU1116320901.HKD","LU1791710400.SGD","BK4534","BK4579","IE0034235295.USD","LU0347712357.USD","LU0081259029.USD","LU2125909759.SGD","LU2286300806.USD","LU1712237335.SGD","LU2360107325.USD","SNVDAmain","MUYY","LU1153585028.USD","NXPX","LU1037948541.HKD","LU1261432733.SGD","SKUU","LU1923623000.USD","IE0004091025.USD","LU2403377893.USD","LU0029864427.USD","LU2237443382.USD","SNVD.UK","IE000Q6AESB8.SGD","07747","LU1066051225.USD","LU0359201612.USD","LU2506951792.HKD","BK4588","LU0057025933.USD","LU0823397285.USD","LU1852331112.SGD","NVDG","LU0234570918.USD","LU0170899867.USD","LU2213496289.HKD","FTXL","AIQ","LU0127658192.USD","LU0211328371.USD","BK4503","LU1145028129.USD","LU1046421795.USD","03145","SGXZ81514606.USD","LU2756315664.SGD","2NVD.UK","LU0359202008.SGD","LU2461242641.AUD","LU1144417596.USD","LU1366333091.USD","LU1645745479.HKD","LU1003077747.HKD","LU0143551892.USD","LU2237438978.USD","LU1267930730.SGD","TINS","LU2458330169.SGD","LU2065171311.SGD","LU0726765562.USD","LU0787776722.HKD","IE00B1BXHZ80.USD","LU2433249047.HKD","SMH","IE00BJJMRY28.SGD","BK4581","MULL","AVXC","LU1548497426.USD","LU1670756490.USD","LU0795875169.SGD","TRFK","SG9999015952.SGD","BK4561","AIS","LU2491050154.USD","NXPG","LU1435385759.SGD","FAI","LU2381873111.SGD","LU0107464264.USD","IE00BJLML261.HKD","LU0061475181.USD","BK4585","LU0158827948.USD","LU1623119135.USD","LU0823434740.USD","LU1400636657.SGD","LU1815336760.USD","LU0820562030.AUD","LU0957808578.USD","SG9999015986.USD","LU2357305700.SGD","IE00BJJMRX11.SGD","LU2250418816.HKD","LU1992135472.HKD","LU0094547139.USD","LU2041044095.USD","BK4604","DISK","LU1935042991.SGD","LU0143863198.USD","LU0353189680.USD","LU2430703251.USD","SG9999014542.SGD","LU1721428933.USD","LU1839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22:23","pubTimestamp":1788877380,"startTime":"0","endTime":"0","summary":"根据《2026胡润全球富豪榜》，宁德时代系共有7人上榜，其中曾毓群以3800亿元财富位列全球第33位，黄世霖以1750亿元紧随其后，7人合计财富高达惊人的7230亿元。2026年上半年，在纳入统计的8家动力电池企业中，有7家毛利率出现集体下滑。宁德时代自身的动力电池和储能电池毛利率也分别下降了1.78和1.56个百分点。宁德时代一骑绝尘，独占行业85%以上的利润，而孚能科技等尾部企业仍在亏损泥潭，瑞浦兰钧则刚刚实现历史性扭亏。","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://finance.sina.com.cn/jjxw/2026-09-08/doc-inircvuq4364201.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0348827113.USD","BK4141","LU0502904849.HKD","LU0979878070.USD","LU2294711713.HKD","SG9999000459.SGD","LU0188438112.USD","HK0000181112.HKD","LU1064131003.USD","LU1769817096.USD","IE0003795394.USD","LU1303224171.USD","LU0516423091.SGD","LU0054450605.USD","LU0181495838.USD","LU1808992512.USD","LU0302445910.USD","LU2097828474.EUR","300750","EVS.SI","LU2477742899.HKD","LU0106259558.USD","LU0469268626.HKD","LU0784639295.USD","IE00BZ199S13.USD","LIT","SG9999001846.SGD","03750","LU0251143458.SGD","LU1868837565.USD","LU0594300179.USD","LU0143863784.USD","LU2580892862.HKD","JKS","LU1655091616.SGD","LU1861214812.USD","BK4526","LU0359202008.SGD","LU1242518931.SGD","LU2238339852.HKD","LU2125910849.SGD","CXSE","IE00B8HQ1Z84.USD","LU2778985437.USD","LU2328871848.SGD","LU0823426308.USD","LU0345770993.USD","LU1251922891.USD","LU1960683339.HKD","LU1880383440.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665375220","title":"理想汽車引入第三家電池供應商 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