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瑞士信貸持倉
2,409.12
-8.6033
-0.36%
漲家數：
28
跌家數：
69
平家數：
- -
市盈率：
- -
高：
2,430.96
開：
2,417.99
低：
2,395.23
收：
2,417.72
成交量：
12.60億
成交額：
2,833.99億
市值：
50.49萬億
流通市值：
47.19萬億
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14:04","pubTimestamp":1789538673,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，南方东英SK海力士每日杠杆最多2X产品(07709)涨近6%，截至发稿，涨5.88%，报38.8港元，成交额17.48亿港元。消息面上，据报道，SK海力士正与英特尔洽谈在美国生产内存芯片，潜在方案包括租用英特尔俄亥俄州芯片厂部分产能，或与英特尔及大型云计算企业成立合资企业。相关谈判仍处于探索阶段，尚未作出决定。报道指，若涉及DRAM或高带宽内存（HBM）等先进内存技术，可能面临韩国政府审查。SK海力士表示，正在研究包括新增生产基地在内的多种方案，但目前尚未确定具体事项。英特尔则表示将继续投资俄亥俄州厂区建设。","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/1496715.html","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":"stock_zhitongcaijing","symbols":["AIQ","BK4533","BK4588","INTC","BK4141","BK4605","LU2089985449.USD","BK4527","SINTCmain","BK4543","LU0187121727.USD","04335","SKUU","IE000WAW04H5.SGD","BK4529","SKHX","LU2360106780.USD","BK4512","QQQA","IE000F7OJYX1.SGD","LU0742534661.SGD","IE0000B7K699.USD","BK4535","LU0321505868.SGD","IE000MB6IJN5.SGD","TTEQ","LU2764262908.HKD","BK4550","INTW","LU2250418816.HKD","HYNX","LU0048573561.USD","HK0000304805.HKD","LU2764263039.SGD","LU0274383776.USD","LU0082616367.USD","LU2148611432.USD","SKHY","LU0251131958.USD","LU2244417387.USD","LU0149725797.USD","INYY","BK4579","LEGR","IE000M9KFDE8.USD","SKHU","INT","LU0719512351.SGD","BK4585","LU2720916845.USD","LU0859254822.USD","BK4612","07709","LU1852331112.SGD","SKHL","XNTK","SKHA","SKHN","SKDD","BK4515","LU0081259029.USD","IE000SO60NU8.SGD","LU2931357623.SGD","LU0154236417.USD","BK4554","SKHZ","LU2543165471.USD","LU2764263203.CNY","LU0321505439.SGD","IE000BZT7R73.USD","AIS","LU0097036916.USD","LU2357627491.SGD","SK","HK0000304797.USD","BK4534","LINT","BK4575","SKHQ","DRIV","LU0251142724.SGD","LU0056508442.USD","BK4602"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667355670","title":"謝幕倒計時：蘋果最後一款21.5英寸 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Khan，被任命为中东及非洲地区贸易业务负责人。","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/1496704.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2125154935.USD","LU2360032135.SGD","LU0072461881.USD","LU1791807156.HKD","LU0310800965.SGD","LU2462157665.USD","LU1162221912.USD","BK4566","LU1144417596.USD","LU2236285917.USD","LU0052756011.USD","LU0106831901.USD","LU2456880835.USD","IE00BSNM7G36.USD","LU0320765646.SGD","BK4585","LU0980610538.SGD","LU0170899867.USD","LU0162691827.USD","BK4207","IYF","LU1074936037.SGD","LU2417539215.USD","LU1244550494.USD","LU1244550577.SGD","BK4504","LU0130517989.USD","TFNS","LU1244550221.USD","LU1267930227.SGD","LU0314106906.USD","LU1668664300.SGD","BK4588","LU0477156953.USD","FTXO","LU0130102774.USD","LU1201861249.SGD","BK4559","LU0128525689.USD","LU0203345920.USD","LU0203347892.USD","LU1366192091.USD","LU0098860793.USD","BK4534","LU2125154778.USD","LU0648001328.SGD","LU1506573853.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667677909","title":"英特爾、SK海力士美股夜盤升逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667677909","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667677909?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 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月议息会议选择不加息，未必就是利好。若美联储此次如期在9月按下“加息键”，全球股市后续行情将如何演绎？","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/09/16132158456956.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":"jinrongjie_highlight","symbols":["BK4585","BK4559","OEX","BK4534","SPUU","SPXL","SPYH","MMAX","SPYB","UPRO","YSPY","SMAX","SPYQ","MESmain","SPXU","BK4550","HIBL","SPY","SPXS","BK4504","SSO","OEF","ESmain","SPYM","IVV","SPYI","SDS","BK4581","BK4588",".SPX","SPYU","DMAX","SH","SPDN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667672419","title":"視頻|馬斯克吐槽AI巨頭：一邊説着有10%概率會毀滅人類，一邊又問IPO裏想要認購多少份額","url":"https://stock-news.laohu8.com/highlight/detail?id=2667672419","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667672419?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 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寧德跌逾3%失500元關 智譜彈逾8% 聯想升7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667672307","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667672307?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 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持續學習將使存儲供不應求延至 2031 年","url":"https://stock-news.laohu8.com/highlight/detail?id=2667672837","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667672837?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 12:21","pubTimestamp":1789532474,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，花旗分析师指出，领先存储芯片制造商有望受益于人工智能发展中的结构性转变。该机构预计，持续学习将推动存储需求显著增长，导致市场供不应求延续至 2031 年。持续学习通过在新任务与知识上训练来强化模型，将带来对模型更新及既往数据访问的持续需求，并带动 HBM、服务器 DDR5 与 eSSD 等产品的存储用量。花旗预计，HBM 比特需求将于 2027 年同比增长 62% 至 752 亿吉比特，2028 年同比增长 69% 至 1270 亿吉比特。全球 DRAM 需求在 2027 年和 2028 年将分别同比增长 30% 和 35%，同期供应仅分别增长 19% 和 22%，供需比分别为 -8.7% 和 -9.7%。NAND 方面，2027 年和 2028 年需求将分别同比增长 29% 和 33%，超过供应增长 21% 和 25%，供需比分别为 -6.1% 和 -5.5%。花旗首选存储标的包括三星电子、SK 海力士、美光、Sandisk 和 Kioxia，分别对应持续学习带来的存储短缺、HBM 与服务器 DDR5 需求、DRAM 供不应求以及高密度 eSSD 与 NAND 供应趋紧等逻辑。 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