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IDC概念
4,245.64
+145.37
3.55%
漲家數：
7
跌家數：
1
平家數：
- -
市盈率：
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高：
4,246.14
開：
4,165.34
低：
4,165.34
收：
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成交量：
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市值：
6.97萬億
流通市值：
6.72萬億
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08:09","pubTimestamp":1788998940,"startTime":"0","endTime":"0","summary":"据迈克尔伯里股票追踪X账号@burrytracker的消息，伯里在周三调整了期权投资组合：清仓了英伟达与Palantir的2026年12月到期的看跌期权，但保留了期限更长的看跌期权。据该帖子称，伯里已完全出售了其2026年12月到期的英伟达和Palantir看跌期权，同时保留了2027年到期的Palantir看跌期权以及景顺 QQQ 信托看跌期权。伯里认为，这一现象可能涉及渠道填塞或激进的收入确认方式，会削弱Palantir的业务基本面。","market":"hk","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/2026-09-10/doc-inirhvwy8605739.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":["LU1699723380.USD","LU0006306889.USD","NVD3.UK","LU0056508442.USD","BK4141","LU1280957306.USD","LU1069347547.HKD","LU2505996509.AUD","LU1202635105.USD","IE0004086264.USD","LU1804176565.USD","AIFD","IE00BJLML261.HKD","IGV","LU0070217475.USD","LU0820562030.AUD","LU0128525929.USD","SG9999017495.SGD","LU1951200564.SGD","LU2413666426.HKD","LU0124676726.USD","LU2462591350.SGD","AGOX","LU1400636491.USD","HK0000914660.USD","LU2125154935.USD","BK4548","LU2087621335.USD","METV","IE00B4YYXB79.USD","LU0061474960.USD","LU2347655073.USD","IE00BHPRN162.USD","LU2083900584.USD","LU1261432733.SGD","NVDL","LU1718418525.SGD","SNVDAmain","LU0323239441.USD","LU2023250330.USD","LU2092627202.USD","LU0106261372.USD","LU0861579265.USD","LU1732800096.USD","LU0823414551.USD","IE0009G5SDU7.USD","LU0868494617.USD","LU2089283258.USD","LU2543165471.USD","LU1914381329.SGD","IE00BQXX3C00.GBP","LU0256863902.USD","TTEQ","FDTX","LU2458330243.SGD","LU0868494708.USD","LU1116320737.USD","LU2168564222.USD","HK0000914686.HKD","LU2023250504.SGD","IE00B7KXQ091.USD","SG9999015986.USD","LU1803068979.SGD","SG9999014575.USD","LU0823434583.USD","LU1064131342.USD","LU0029864427.USD","IE00BDCRKT87.USD","LU0786609619.USD","LU2491050154.USD","LU1366192091.USD","LU1066051811.HKD","PLTY","LU0133085943.USD","LU1989772923.USD","LU1778281490.HKD","DIPS","IE00BK4W5L77.USD","LU1983260115.SGD","LU1066053197.SGD","IE000KEQY171.SGD","LU2931357623.SGD","LU0345770308.USD","SNVD.UK","LU0234570918.USD","LU0308772762.SGD","LU2065170008.USD","LU0795875086.SGD","CHPX","BK4547","LU2242649171.HKD","IE000W1ABFV2.USD","LU2430703251.USD","TRFK","LU2264538146.SGD","LU0545039389.USD","LU0081259029.USD","SG9999004303.SGD","BK4503","LU2191332357.HKD","LU1868837136.USD","LU1992135472.HKD","LU1935042488.USD","LU0345770993.USD","LU0174119429.USD","SPTE","NVDY","LU2237443549.SGD","LU0211327993.USD","09388","LU0965509101.SGD","ESUM","LU1400636657.SGD","LU0061474705.USD","LU0476273544.USD","LU2360032135.SGD","LU0109392836.USD","BK4554","IE00BQXX3F31.USD","LU1974910355.USD","LU2417539215.USD","LU2063271972.USD","LU0238689110.USD","LU2125909759.SGD","EFIV","SOXX","SG9999002232.USD","LU2463028550.USD","LU2896262040.SGD","LU0256863811.USD","LU2244417387.USD","NVD2.UK","XLK","SG9999000418.SGD","LU2487616109.SGD","LFGY","LU1935043536.SGD","LU0345768740.USD","LU0957791311.USD","LU0251132253.USD","IE000Q6AESB8.SGD","LU0345769631.USD","LU0444973449.USD","LU1989764748.USD","NVDQ","LU0096362180.USD","LU2125909916.SGD","LU0466842654.USD","LU0345768153.USD","PLTL","LU0094547139.USD","BK4534","LU2065171402.SGD","NVYY","USD","LU2552382132.HKD","LU1917777945.USD","LU0289961442.SGD","LU2505996681.GBP","LU1791710582.SGD","LU0210528500.USD","IE00BN29S564.USD","LU2473716301.USD","LU1861215975.USD","NVDS.UK","IE00B19Z8W00.USD","IE00B19Z9505.USD","LU1069344957.HKD","LU1435385759.SGD","LU2271345857.HKD","LU1861127337.USD","LU1923622291.USD","IE00B3SWFQ91.USD","LU0738911758.USD","HK0000306685.HKD","LU0057025933.USD","LU1935042991.SGD","SG9999014880.SGD","HK0000819398.USD","LU0553294199.USD","BK4532","LU1815336760.USD","LU2471134879.HKD","LU2361044865.SGD","LU0354030438.USD","SG9999015952.SGD","LU2023251221.USD","LU0965509010.AUD","SG9999014914.USD","IE00B19Z8X17.USD","BK4023","LU0274383776.USD","ANV","PLTA","09788","IE00B775H168.HKD","LU0072462426.USD","LU2213496289.HKD","LU2360106780.USD","IE0004445015.USD","IE00BZ1G4Q59.USD","IE00B5949003.HKD","IE00B19Z9Z06.USD","LU2100268510.USD","LU0097036916.USD","THMR","LU1791710400.SGD","CHAT","LU0795875169.SGD","LU2491049909.HKD","VGT","HK0000532082.HKD","LU0820561909.HKD","LU1400636574.HKD","SHOC","IE00BJJMRX11.SGD","LU2361045086.USD","07388","LU0157215616.USD","LU1935043023.USD","LU1861558580.USD","AIPI","LU0942090050.USD","LU2108987350.USD","LU0345769128.USD","LU0390134368.USD","LU1035775433.USD","IE0034235188.USD","BK4587","LU2360107168.USD","LU2381873111.SGD","NVII","LU0354030511.USD","LU2394011477.USD","LU1935042215.USD","IXN","IE00BMPRXQ63.HKD","LU2237443622.USD","LU0708995401.HKD","LU2491050071.SGD","LU0011850046.USD","LU0417517546.SGD","GUNZ","LU0109391861.USD","PTIR","PLYY","SG9999015978.USD","IE00BWXC8680.SGD","SGXZ99366536.SGD","IE00BJTD4N35.SGD","LU2125909593.SGD","HK0000320223.HKD","SMH","SMHX","LU0170899867.USD","LU1712237335.SGD","ESLG","LU2430703178.SGD","LU2236285917.USD","NVDD","LU0211328371.USD","LU2592432038.USD","LU1923623000.USD","LU1674673428.USD","LU2065169927.USD","USXF","IE00B894F039.SGD","LU0310800379.SGD","LU1674673691.USD",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05:01","pubTimestamp":1788987709,"startTime":"0","endTime":"0","summary":"交易日-100美元的“油价冲击”Jamie McGeever路透佛罗里达州奥兰多市9月9日-周三，全球股市 普遍下跌，原因是中东地区冲突持续升级 导致油价突破每桶100美元大关 ，与此同时，由于投资者对美国财政部将债券回购规模扩大三倍的计划反应消极 ，债券收益率攀升至数年来的新高。目前尚无明显的候选者。美国柴油价格创下每加仑5.94美元的历史新高。最便宜的Duo售价为1,999美元，这绝非低价。","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:20260909:nL4S4511V1:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2168563687.JPY","LU2506951792.HKD","LU1150488218.USD","LU2236285917.USD","METQ","IE00BJJMRX11.SGD","BK4576","APLY","LU2471134796.USD","LU0265550359.USD","NVDS","LU0980610538.SGD","LU1821325948.USD","LU2211815571.USD","BK4006","IE0005OL40V9.USD","ANV","IE0000B7K699.USD","NVDU","LU2473716301.USD","SPYQ","IETC","NVDG","XLC","LU0979878070.USD","LU2413666426.HKD","LU0323591593.USD","LU1267930573.SGD","LU1244550494.USD","LU0130102774.USD","LU2213496289.HKD","LU0466842654.USD","SMH","LU2471134952.CNY","IE00B5949003.HKD","BK4549","LU2125154935.USD","LU0868494617.USD","LU0689472784.USD","THMR","SG9999015945.SGD",".IXIC","SG9999015986.USD","LU1935042488.USD","TRUC","LU1861220033.SGD","LU2097344431.USD","BK4567","LU1691799644.USD","DIA","LU0096362180.USD","BK4534","IE00BJTD4V19.USD","LU0143551892.USD","LU1206713676.USD","YSPY","LU0345768740.USD","IE0004086264.USD","LU1035773651.USD","IE00B7SZLL34.SGD","LU1814569148.SGD","LU2089284900.SGD","LU1551013425.SGD","LU2430703095.HKD","NVDY","LU0061475181.USD","SG9999014567.USD","QQQM","IE00B19Z9P08.USD","LU1720051108.HKD","LU2271345857.HKD","ESLG","LU2506951875.HKD","LU0784384876.USD","SGXZ31699556.SGD","LU2637965513.SGD","EFIV","LU1564329115.USD","QQQA","SG9999014898.SGD","BK4516","LU2458330243.SGD","LU0788109477.HKD","VGT","AAPU","HK0000306685.HKD","IE00BN29S564.USD","IE00B894F039.SGD","ROM","IE0004445015.USD","LU0029864427.USD","LU0198837287.USD","IE0003U64NQ7.SGD","SQQQ","SG9999014914.USD","AAPD","FBX","LU1868836591.USD","LU0390134368.USD","LU2249611893.SGD","NVDX","LU0308772762.SGD","LU2237443895.HKD","LU2506951958.HKD","LU1242518857.USD","LU2279689827.SGD","LU1989772840.SGD","LU2756315664.SGD","ESmain","LU1119994496.HKD","LU1992135399.USD","MACW.SI","LU1917777945.USD","IE00BLSP4239.USD","LU1582987324.SGD","LU2491050071.SGD","IE00BBT3K403.USD","LU2191332357.HKD","FBYY","LU0096364046.USD","LU1670628061.USD","LU2250418816.HKD","IE0002270589.USD","LU1720051017.SGD","IE00BK4W5M84.HKD","HK0000914686.HKD","LU1894683264.USD","IE00BJJMRY28.SGD","NULC","IE00BQXX3D17.EUR","UPRO","LU2430703251.USD","LU0965508806.USD","LU0823414478.USD","LU2456880835.USD","LU0082616367.USD","LU1366192091.USD","LU0170899867.USD","VT","SHOC","LU2106854487.HKD","LU2237443549.SGD","LU2357305700.SGD","NQmain","LU0545039389.USD","LU0127658192.USD","LU1202635105.USD","AIPI","LU1989764664.SGD","IE00B7KXQ091.USD","LU0203202063.USD","LU0079474960.USD","LU0964807845.USD","SG9999015952.SGD","LU2065169927.USD","SMAX","GB00B4QBRK32.GBP","LU0094547139.USD","LU0289961442.SGD","LU2360106780.USD","LU0310799852.SGD","LU0068578508.USD","LU0256863811.USD","TTXU","LU0203347892.USD","IE000ITXATA3.USD","LU1037948541.HKD","UCO","CLSE","LU1548497426.USD","LU1571399168.USD","LU1069344957.HKD","LU2244417387.USD","SOCL","QQQJ","LU2237443978.SGD","LU2168564065.EUR","SMHX","LU1489326972.SGD","LU0784383803.USD","LU2125909247.SGD","LU2756315318.SGD","LU0289960550.SGD","OEX","07388","LU0868494708.USD","SPYI","LU0708995401.HKD","LU1551013342.USD","LU1988902786.USD","LU0820561909.HKD","AAPE","LU0472753341.HKD","LU2746668461.USD","09788","IE00B1XK9C88.USD","BK4581","LU0820562030.AUD","LU1934455863.HKD","LU0289739343.SGD","SG9999014880.SGD","LU0210536198.USD","LU0898699433.AUD","LU2360107168.USD","LU1564329628.SGD","SGXZ23171101.USD","SNVD.UK","LU0820561818.USD","LU1697837992.HKD","AGOX","IE000SO60NU8.SGD","LU1267930490.SGD","METG","LU0823434583.USD","LU0784385840.USD","LU1791710582.SGD","LU1400636491.USD","LU0276348264.USD","LU2417539215.USD","LU1066051225.USD","HK0000304805.HKD","LU1582986433.USD",".DJI","IE00BDCRKT87.USD","IE000YTNTUN2.SGD","LU0957791311.USD","AAPX","LU1951200564.SGD","IE0001KFT4U8.USD","LU0878866978.SGD","METU","GPIQ","NVDD","2NVD.UK","LU0225283273.USD","SG9999014542.SGD","LU0965509010.AUD","LU0444973449.USD","BK4588","LU1923622291.USD","LU1989764748.USD","LU1951198990.SGD","IE00B775H168.HKD","SPYH","LU0511384066.AUD","BK4587","LU1244550221.USD","SSO","DDM","LU0345770993.USD","LU2592432038.USD","LU1935043536.SGD","LU2125154778.USD","LU2133065610.SGD","SNPE","MESmain","LU2028103732.USD","LU2404859667.USD","LU1582986359.USD","LU0823421333.USD","LU1868836757.USD","LU2125909759.SGD","IE00B4YYXB79.USD","USXF","IE00BKDWB100.SGD","IE00BKPKM429.USD","AAPW","SG9999002232.USD","LU0889565833.HKD","IE0034235303.USD","LU1992135472.HKD","SPXS","LU0823414551.USD","LU1645745479.HKD","LU2505996681.GBP","META","LU0738911758.USD","LU2430703178.SGD","LU1145028129.USD","LU0215105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煤炭、貴金屬板塊走強","url":"https://stock-news.laohu8.com/highlight/detail?id=2666900583","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666900583?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 15:36","pubTimestamp":1788939361,"startTime":"0","endTime":"0","summary":" 9月9日，市场午后震荡回落后小幅回升，三大股指涨跌不一，沪指表现较强。 板块方面，煤炭板块活跃，云煤能源、郑州煤电、大有能源涨停；贵金属板块盘中异动拉升，湖南黄金涨停；电力板块震荡拉升，新中港回封涨停，闽东电力涨停，华电辽能冲高；CPO板块部分上涨，华工科技、长飞光纤领涨。总体来看，两市个股跌多涨少，下跌个股超3600只。 截至收盘，沪指报3951.51点，涨0.28%；深成指报13723.32点，涨0.15%；创指报3354.97点，跌0.14%。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202609/09/20260909176876.jpg","type":0,"news_type":0,"thumbnails":[" 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稱 AI 機會 2030 年達 2 萬億美元，數據中心 2027 年預計達 700 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666300648","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666300648?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 14:37","pubTimestamp":1788935860,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，AMD 于 2026 年 9 月 8 日在花旗 2026 年全球 TMT 大会上表示，人工智能相关机会至 2030 年可达 2 万亿美元。公司预计数据中心业务将在 2027 年翻倍，销售额约达 700 亿美元，其中 AI GPU 贡献约 400 亿美元，其余来自服务器 CPU。服务器 CPU 市场至 2030 年规模上调至 2200 亿美元，此前估计为 600 亿美元。AMD 已获得 290 亿至 300 亿美元采购承诺，获得台积电所有客户中最大的产能分配增幅，但仍面临晶圆、HBM 内存、先进封装和基板供应紧张。MI450 将于 2026 年第三季度开始量产出货，第四季度进一步放量。第三季度毛利率指引为 56%，因 MI450 爬坡，2026 年第四季度及 2027 年毛利率预计略有下降。首席财务官 Jean Hu 表示，AI 的速度、规模和崛起前所未有。AMD 已宣布 Meta、OpenAI 和 Anthropic 三家主要锚定客户，均涉及多吉瓦部署及多代合作。Helios 正在机架级放量。已完成对 Taalas 的收购，并与 Cerebras 合作整合 Helios 系统与其晶圆级引擎技术。服务器 CPU 预计 2026 年下半年同比增长超过 80%，进入 2027 年增长超过 70%。企业服务器收入在 2026 年第二季度增长超过 70%。 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Innotek 推進英特爾 EMIB-T 基板供應","url":"https://stock-news.laohu8.com/highlight/detail?id=2666300612","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666300612?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 14:36","pubTimestamp":1788935806,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 ZDNet Korea 9 日报道，三星电机与 LG Innotek 正推进进入英特尔 EMIB-T 用封装基板供应链，相关产品开发与测试已在进行。EMIB 以小型硅桥连接芯片，英特尔此前主要用于自有芯片；改进版 EMIB-T 正扩大对外销售。谷歌计划于明年下半年推出的下一代 AI 加速器 TPU 将首次应用 EMIB-T。EMIB-T 在硅桥中插入用于电力传输的硅通孔。知情人士称，三星电机多年来已开发 EMIB 用基板样品，目前按 2.1D 封装基板概念推进 EMIB-T 供应。LG Innotek 近期向 SK 海力士送交 EMIB-T 用封装基板进行样品测试，双方正将 HBM 安装于基板上以评估产品特性。目前 EMIB-T 用封装基板由日本 Ibiden、新光电工、台湾欣兴电子及奥地利 AT&S 供应。Ibiden 决定利用闲置工厂开工建设英特尔 EMIB-T 专用基板量产线，投资规模约 2 万亿韩元，并据悉已获得谷歌、亚马逊、英特尔等预付款。 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11:53","pubTimestamp":1788925987,"startTime":"0","endTime":"0","summary":"AI算力正在变成一个可能永远填不满的黑洞。Iren自己也准备继续豪赌，计划到2027年6月前在AI基础设施上投入最多300亿美元。英伟达也已经深度卷入这场扩张。今年5月，英伟达与Iren签下为期五年、价值34亿美元的算力租赁合同，同时获得最多21亿美元Iren股票的购买权。相关权益将随着Iren接收最多60万颗英伟达芯片逐步生效。Iren目前市值约170亿美元，却准备一年内投入最多300亿美元。公司截至6月底拥有76亿美元现金，同时也背着76亿美元债务。","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.ifeng.com/c/8wHAsNbI0Gz","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDG","SNVD.UK","LU2954938101.SGD","LU0203202063.USD","LU0742534661.SGD","LU0265550946.USD","IE00B19Z3581.USD","LU1868836914.USD","LU0912757837.SGD","FDTX","LU2322448957.HKD","LU1778281490.HKD","BK4612","LU0215105999.USD","LU0308772762.SGD","SG9999015952.SGD","IE00BFSS7M15.SGD","IE000W1ABFV2.USD","LU2279689827.SGD","LU2244417387.USD","LU0719512351.SGD","LU2125154935.USD","LU2458330243.SGD","LU0061475181.USD","LU2237443382.USD","NVDW","CNEQ","LU1633808545.USD","SMHX","LU1244550577.SGD","LU0820561818.USD","LU1232071149.USD","LU0251132253.USD","LU1066051811.HKD","NVDX","SG9999014906.USD","LU0965509010.AUD","LU2326559502.SGD","LU0683600562.USD","LU1496350502.SGD","LU0094547139.USD","LU1116320901.HKD","LU0708994859.HKD","IE00BSNM7G36.USD","LU0081259029.USD","IE00BFSS8Q28.SGD","LU0053666078.USD","LU0274383776.USD","NVD2.UK","LU2077746001.SGD","LU2456880835.USD","LU0029864427.USD","LU1551013342.USD","LU1989764748.USD","LU2089283258.USD","LU2347655073.USD","CLSE","IE00BKDWB100.SGD","LU0082616367.USD","IE00BYXW3230.USD","LU1066051225.USD","IE00BJTD4V19.USD","LU2106854487.HKD","IE00BK4W5L77.USD","LU2272731865.HKD","LU2023250504.SGD","LU1261432733.SGD","IE0004091025.USD","LU0788109477.HKD","LU1720051108.HKD","LU0943347566.SGD","LU1037948897.HKD","LU0354030438.USD","LU0289961442.SGD","LU2191332357.HKD","LU1894683348.USD","09388","NVDB","BK4614","IE00B775H168.HKD","LU0061474960.USD","LU0395794307.EUR","SG9999015358.SGD","BK4581","LU0345768740.USD","LU0203201768.USD","JGRO","GAMR","LU1571399168.USD","IE00B3S45H60.SGD","LU0238689110.USD","LU1815333072.USD","LU2265009873.SGD","SG9999014575.USD","LU0965508806.USD","LU2211815571.USD","IE00B19Z8X17.USD","LU1791807156.HKD","IE000YTNTUN2.SGD","LU0097036916.USD","IE00BMPRXR70.SGD","LU2381873111.SGD","IE00B1XK9C88.USD","LU0077335932.USD","LU1821325948.USD","LU2237443549.SGD","LU0006306889.USD","SG9999018865.SGD","07388","NVDS.UK","LU0251131958.USD","ANV","LU1914381329.SGD","LU0276348264.USD","IE0034235303.USD","LU1400636657.SGD","LU2491050071.SGD","LU1316542783.SGD","IE00BJJMRY28.SGD","LU0175139822.USD","LU1003077747.HKD","LU0708995401.HKD","LU2999663052.SGD","LU0048573561.USD","IE00B3SWFQ91.USD","LU1069344957.HKD","METV","USD","LU1804176565.USD","SPTE","LU0109392836.USD","GSX","NVYY","LU1691799644.USD","TTXU","SG9999004303.SGD","IE00B4YYXB79.USD","SG9999014914.USD","BK4529","LU0256863811.USD","BK4598","LU1066053197.SGD","LU2491050154.USD","TEK","LU2092937148.SGD","LU0316494557.USD","LU1267930730.SGD","LU1935043452.HKD","LU1674673428.USD","LU2272731600.USD","GS","NVD3.UK","HK0000320264.USD","LU2473716301.USD","LU1935042488.USD","SG9999015341.SGD","SG9999014559.SGD","LU0345769128.USD","CHPX","SMH","LU2931357623.SGD","LU2125909759.SGD","LU0979878070.USD","LU1035773651.USD","LU1642822529.SGD","LU1035775433.USD","LU2054465674.USD","LU2089284900.SGD","BK4533","LU2394011477.USD","LU0106831901.USD","IE00BQXX3F31.USD","LU0323240290.USD","LU1153585028.USD","LU2023251221.USD","AIPI","LU2236285917.USD","IE00BDRTCR15.USD","HK0000914660.USD","LU2087625088.SGD","BK4551","BK4567","LU1366192091.USD","LU2237957811.SGD","LU0640476718.USD","LU1923623000.USD","LU1435385759.SGD","LU2125154778.USD","SGXZ23171101.USD","HK0000304797.USD","LU2360032135.SGD","SG9999014542.SGD","ILDR","LU1548497426.USD","LU0868494617.USD","LU1674673691.USD","SGXZ81514606.USD","LU2168564222.USD","LU0211328371.USD","LU0345768153.USD","LU1868837136.USD","09788","SNVDAmain","LU2125909593.SGD","LU2471134879.HKD","LU1267930573.SGD","LU2322448791.USD","SG9999014898.SGD","LU1629891620.HKD","LU2462591350.SGD","LU0211327993.USD","LU0882574139.USD","LU1267930490.SGD","LU2065169927.USD","IE0009G5SDU7.USD","LU0289960550.SGD","IE0002270589.USD","LU0965509283.SGD","LU0942090050.USD","LU0056508442.USD","LU2347655156.SGD","LU2430703251.USD","LU0353189763.USD","LU2097344431.USD","2NVD.UK","IE00B19Z8W00.USD","LU1861215975.USD","LU2452424414.USD","LU0787776722.HKD","LU2487616109.SGD","LU2272731782.SGD","VT","LU0820561909.HKD","LU0820562030.AUD","LU2168564065.EUR","FAI","LU3102509885.SGD","07788","IE00BDCRKT87.USD","IE0005OL40V9.USD","LU0738911758.USD","LU2462157665.USD","LU2100268510.USD","IE00BMPRXN33.USD","LU0256863902.USD","SNPE","LU1721428933.USD","LU1718418525.SGD","LU1720051017.SGD","LU1242518857.USD",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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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