美股詳情

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1倍做空MU ETF-Direxion

9.92

-0.2050-2.03%

成交量：316.11萬

成交額：3,148.64萬

市值：3,182.71萬

市盈率：- -

高：10.11

開：10.04

低：9.90

收：10.12

52周最高：119.50

52周最低：8.91

股本：321.00萬

流通股本：321.00萬

量比：1.12

換手率：98.48%

股息：1.41

股息率：14.23%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

閃迪被納入MSCI，意味着什麼

可然冰的笔记

報告：三星擴大全球DRAM市場領先優勢，份額達39%

环球市场播报

長鑫科技：下半年全球DRAM產品供給仍然緊缺

科技、媒體與電信板塊要聞：市場動態綜述

期權大單 | 特斯拉168萬美元砸價新開賣出357.5/370雙腿CALL，英偉達開盤6分鐘賣出232.5平值CALL收83萬

美光台灣勞資糾紛持續發酵，對MU和HBM供應意味着什麼？

TradingKey中文

TrendForce：2026 年 Q2 DRAM 產業營收季增 59.5%

A股全天縮量上揚深成指收漲1.91% 光纖概念、存儲芯片板塊走強

TrendForce：合約價格顯著上漲二季度DRAM產業營收季增59.5%

TrendForce：合約價格顯著上漲二季度DRAM產業營收季增59.5%

機構：2Q26 DRAM產業營收季增59.5%，供給擴張仍不及需求成長

未來資產證券：三星 HBM 出貨擴張料將抵消 2027 年通用存儲增長放緩

ETF異動 | 易方達亞洲半導體ETF(03486)午後漲近4% Astra點燃算力熱潮 DRAM景氣獲重新確認

一周美股牛榜｜SanDisk 和 Robinhood 上周飆升 17%，戴爾周漲 15%，美光上漲 9%

老虎资讯综合

美光股價預測：MU狂飆突破1,000美元大關，9月能否改寫歷史新高？

TradingKey中文

存儲概念股集體反彈瀾起科技（06809）漲4.97% Q2全球DRAM市場規模按月增長55.9%

高盛：AI存儲芯片需求被低估，韓國股市仍有80%上漲空間

华尔街见闻

A股存儲芯片板塊競價高開，普冉股份漲近6%

每日经济新闻

A股存儲芯片板塊競價高開，普冉股份漲近6%，精智達漲近5%，瀾起科技、大普微、聚辰股份均漲3.8%，華大九天、深科達等跟

台積電等擴產帶動半導體廠務工程五強在手訂單逾 8800 億元

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16:25","pubTimestamp":1788769559,"startTime":"0","endTime":"0","summary":"涵盖科技、媒体及电信领域的最新市场快讯。本部分内容仅在道琼斯通讯社于美东时间4:20、12:20和16:50独家发布。0744 GMT - 马来亚银行证券（泰国）分析师Wasu Mattanapotchanar在一份报告中指出，Advanced Info 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二季度DRAM產業營收季增59.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665924673","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665924673?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:07","pubTimestamp":1788764852,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["MUZ","MUG","DRMP","MUYY","DRAM","MUD","MULL","RAM","BK4588","MUU","MIC","DRAL","RAMZ","DRMY","DISK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665392466","title":"TrendForce：合約價格顯著上漲 二季度DRAM產業營收季增59.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665392466","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665392466?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:07","pubTimestamp":1788764852,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据TrendForce集邦咨询最新存储器产业研究，2026年第二季由于Conventional DRAM合约价显著上涨，推升整体DRAM产业营收季增59.5%，近1,547.3亿美元。TrendForce集邦咨询表示，Samsung(三星)因率先导入HBM4量产并出货，第二季位元出货量季增幅度居三大原厂之首；且平均销售单价大幅提升，季度营收达609.8亿美元，季增63.4%，以39.4%的市占率排名第一。Winbond营收则季增75.8%，成长至9.98亿美元。PSMC营收计算以其生产的Consumer DRAM产品为主，第二季来到1.15亿美元，季增幅高达167.8%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1492713.html","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":"stock_zhitongcaijing","symbols":["DRMY","DRAM","DISK","MUD","DRMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665392803","title":"機構：2Q26 DRAM產業營收季增59.5%，供給擴張仍不及需求成長","url":"https://stock-news.laohu8.com/highlight/detail?id=2665392803","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665392803?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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| 易方達亞洲半導體ETF(03486)午後漲近4% Astra點燃算力熱潮 DRAM景氣獲重新確認","url":"https://stock-news.laohu8.com/highlight/detail?id=2665919723","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665919723?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 13:44","pubTimestamp":1788759843,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，易方达亚洲半导体ETF午后涨近4%。截至发稿，涨3.95%，报20.24港元，成交额208.93万港元。消息面上，OpenAI正式发布GPT-6 Astra，机构认为AI算力全面迈入“推理主导”的新周期。易方达亚洲半导体覆盖存储、代工、先进封装等亚洲半导体全产业链龙头，第一大成分股为SK海力士。在DRAM景气获重新确认、存储价格增速回落但涨势未止的窗口，该工具是直接参与存储与晶圆制造景气修复的便捷选择。","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/1492672.html","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":"stock_zhitongcaijing","symbols":["DRMP","MUYY","MULL","DRMY","MUD","DRAL","RAM","BK4585","BK4588","MUG","MUU","FDN","03486","BK4550","RAMZ","MIC","DRAM","512480","DISK","MUZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144123640","title":"一周美股牛榜｜SanDisk 和 Robinhood 上周飆升 17%，戴爾周漲 15%，美光上漲 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億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665639393","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665639393?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:21","pubTimestamp":1788744080,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，台积电、美光等企业加码资本支出扩产，带动半导体厂务工程五强汉唐、亚翔、帆宣、洋基、圣晖合计在手订单已逾 8800 亿元，创新高。台积电日前在半导体展表示，建置中晶圆厂高达 20 座，整体产能建置规模较过去倍数增加，但仍无法满足客户需求。美国关税政策带动美国制造建厂需求。亚翔在手订单金额 4400.73 亿元为最多，董事长姚祖骧指出近四年来在新加坡承接统包案累计金额上看 6000 亿元，后续可望再接新案。汉唐在手订单金额约 1939.37 亿元续创新高，受惠于台积电、美光等大客户持续建厂。帆宣在手订单金额 1351 亿元新高，董事长高新明透露订单能见度至少到 2028 年，客户端在 2029 年、2030 年相关专案已进入规划，帆宣已部署材料、人力及在地施工团队支援客户在台湾、美国亚利桑那、日本及德国同步扩产需求，并投入 CoPoS 等技术发展。圣晖在手订单金额超过 600 亿元，台湾占比 68%，半导体订单占比 63%，上半年税后纯益 29.44 亿元，每股纯益 23.73 元，创同期新高。洋基上半年税后纯益 23.17 亿元，每股纯益 17.46 元，在手订单金额约 517.7 亿元，订单能见度达 2027 年底。 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