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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
Invesco Dorsey Wright Technology Momentum ETF
99.69
+3.95
4.13%
成交量：
5.56萬
成交額：
553.20萬
市值：
5.64億
市盈率：
8,562.96
高：
100.09
開：
98.97
低：
98.55
收：
95.74
52周最高：
139.65
52周最低：
66.48
股本：
566.00萬
流通股本：
566.00萬
量比：
0.79
換手率：
0.98%
股息：
0.01
股息率：
0.01%
每股收益(TTM):
0.0116
每股收益(LYR):
-0.0078
淨資產收益率：
--
總資產收益率：
--
市淨率：
--
市盈率(LYR):
-12,793.89
資料載入中...
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公司
新聞資訊
公告
美股光通信、存儲板塊走強，邁威爾科技升逾6.5%，中概股走低
每日经济新闻
·
09/09
美股盤初存儲概念板塊強勢 SK海力士（SKHY）升逾5%
金吾财讯
·
09/09
量化交易巨頭：存儲芯片已穩坐「半導體王座」 看好美光和閃迪
智通财经
·
09/09
美光股價預測：衝高回落險些失守1000美元大關，這一波反彈結束了？
TradingKey中文
·
09/09
瑞銀：存儲拖累7月全球芯片銷售額回落 但上行周期至少延續至2028年
智通财经
·
09/09
9日美股盤後：大型科技股升跌不一，SK海力士跌0.56%，閃迪漲0.33%，特斯拉跌0.42%
经纬科创
·
09/09
美股盤後速遞：三大股指期貨集體下跌，SK海力士跌0.56%，英特爾跌0.44%；WTI原油期貨升逾1%；美軍稱摧毀伊朗革命衞隊5艘油輪
中新经纬
·
09/09
西部數據(WDC)股票9月8日盤中上漲3.87%：背後推手曝光
TradingKey中文
·
09/09
閃迪(SNDK)股票9月8日盤中上漲3.46%：投資者必看的核心信息
TradingKey中文
·
09/09
美股光通信、存儲概念股走強，Lumentum升逾10%， SK海力士升逾6%
老虎资讯综合
·
09/08
光通信板塊強勢 Coherent（COHR）漲7.24% 高盛上調光模塊行業預期
金吾财讯
·
09/08
美股存儲概念股盤初走強，SK海力士升逾5%
老虎资讯综合
·
09/08
美光股價收復「1000美元」，市場關注9月底財報
华尔街见闻
·
09/08
TrendForce集邦諮詢：美光2Q26 Conventional DRAM營收季增65.5%，CXMT營收季增99.3%
TradingKey中文
·
09/07
打破慣例！蘋果或籤鎧俠NAND長期協議：3到5年合約無價格上限
快科技
·
09/07
數據：熱門股票盤前價差普遍走高，SOXL 較上次交易日盤後上漲 7.59%
链捕手
·
09/07
科技、媒體與電信板塊要聞：市場動態綜述
投资观察
·
09/07
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
·
09/07
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
·
09/07
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
链捕手
·
09/07
更多
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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 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01:16","pubTimestamp":1788887786,"startTime":"0","endTime":"0","summary":"• 在全行业对AI硬件的热情推动下，西部数据展现出上涨动能。\n• 该公司公布了强劲的自由现金流，并保持净现金余额为正。\n• 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00:16","pubTimestamp":1788884185,"startTime":"0","endTime":"0","summary":"• AI基础设施需求与存储供应受限提振闪迪股价。\n• 即将进行的指数再平衡引发被动型ETF及机构的强制买入需求。\n• 全年营收达到202.5亿美元，净利润为114.3亿美元。","market":"sh","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262156458-market-movers-sndk-20260908","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":null,"symbols":["LU0963586101.USD","SNXX","LU1861215975.USD","SNDQ","FSMD","TMSL","LU2543165471.USD","SNDU","SNDC","FCUS","SNDK","SCHM","DISK","CNAV","PTF","LU2063271972.USD","SCHA","LU2290526834.HKD","BK4170","OPTZ","QQQG","LU0054578231.USD","COWG","SNDG","LU2360107168.USD","LU1861220033.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175550620","title":"美股光通信、存儲概念股走強，Lumentum升逾10%， 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22:41","pubTimestamp":1788878500,"startTime":"0","endTime":"0","summary":"9月8日，美股光通信、存储概念股持续走强，Lumentum涨超10%，$Coherent(COHR)$、AAOI涨超9%，$康宁(GLW)$涨超8%，$SK海力士(SKHY)$涨超6%，$希捷科技(STX)$涨超4%，$闪迪(SNDK)$、$西部数据(WDC)$跟涨。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["BK4170","LU0203345920.USD","LU0444973449.USD","COHX","LU0823413660.USD","LU1992135399.USD","DISK","SNDQ","BK4148","LITU","LU0823413587.USD","LU0203347892.USD","COHH","OPTZ","LU1046421795.USD","SKUU","CNEQ","LU0205193047.USD","LU2272731600.USD","LU1642822529.SGD","LU0081259029.USD","LUMA","LU1548497426.USD","LU1815336760.USD","LU0823397285.USD","LU1861220033.SGD","LU0205194284.USD","LU0444971666.USD","LU2931357623.SGD","COHC","LU0240877869.USD","LU1670628061.USD","LU1804176565.USD","LU1983260115.SGD","LYTE","QQQG","LU0012050646.USD","SPRX","LU2322448957.HKD","COWG","LU1861215975.USD","SIXG","07709","LU2294711713.HKD","BK4585","EEMO","LU0289739343.SGD","SKHQ","LU0511384066.AUD","COHQ","LITZ","PTF","LU0348723411.USD","LU0823414551.USD","LU0963586101.USD","LU2290526834.HKD","HYNX","LAZR","LU0072461881.USD","RAM","STXL","CGGO","SKHA","SNDK","LITC","DRAL","WDC","WLDR","LU1992135472.HKD","LU0957808578.USD","SNDG","FDTX","LU2249611893.SGD","STXX","EGGY","LU1069347547.HKD","EDZ","LU2360107168.USD","IE00B894F039.SGD","SKDD","FSMD","SKHN","IE00B66KJ199.SGD","LU1670627923.USD","RULE","IE00B19Z4B17.USD","WDCX","LU2506951792.HKD","LU0054578231.USD","BK7142","SKHZ","LU2063271972.USD","STX","LU0476273544.USD","SGXZ99366536.SGD","WDCC","BK4512","BK4020","LU0162691827.USD","RAMZ","LU2272731865.HKD","SK","SKHU","LU2543165471.USD","LU0823414478.USD","LU1720051017.SGD","FOTO","LU1823568750.SGD","LU2322448791.USD","CNAV","GLW","LU1035773651.USD","LU0006061336.USD","SCHA","GLWG","IE00B7SZL793.SGD","IE00B19Z9P08.USD","LU1720051108.HKD","IE0031619046.USD","SGXZ81514606.USD","TMSL","LU1235294995.USD","SKHY","DRMY","BK4157","SNXX","SCHM","SNDC","FCUS","LU0823397103.USD","SKHL","IE00BFMHRM44.USD","LU0289961442.SGD","SKHX","LITX","LU0154236417.USD","LU2357125470.USD","LU0240878834.USD","LU2089985449.USD","IE00B19Z9Z06.USD","LU2357305700.SGD","LU0274383776.USD","LU0106261612.USD","LU2272731782.SGD","LU0266013472.USD","LU2265009873.SGD","BK4588","LU2211815571.USD","LITG","SNDU","LU2473716301.USD","SGXZ51526630.SGD","LITE","LU1956131251.USD","QQQA","BK4141","COHR","STXU","GB00BDT5M118.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665376105","title":"光通信板塊強勢 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Conventional DRAM營收季增65.5%，CXMT營收季增99.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665317501","media":"TradingKey中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665317501?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 22:43","pubTimestamp":1788792216,"startTime":"0","endTime":"0","summary":"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（一般型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。","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262154355-trendforce-micron-mu-conventional-dram-revenue-growth-samsung-sk-hynix-contract-price-tradingkey","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":null,"symbols":["LU1861215975.USD","SGXZ81514606.USD","LU2756315664.SGD","LU2458330243.SGD","LU0203345920.USD","LU1366333091.USD","LU1316542783.SGD","ARTY","LU0320765059.SGD","LU2211815571.USD","IE0002270589.USD","MU","IE00B5949003.HKD","IE00BSNM7G36.USD","LU0792757196.USD","CGGO","LU0889565833.HKD","LU1267930730.SGD","MUG","SGXZ99366536.SGD","LU2458330169.SGD","BOBP","LU0082616367.USD","LU0787776722.HKD","LU1861220033.SGD","LU2471134879.HKD","MIC","SMH","IE0034235303.USD","JGRO","MULL","LU1323610961.USD","LU1548497426.USD","AIFD","TRFK","AIS","LU2471134952.CNY","LU2750360997.AUD","IE00BK4W5M84.HKD","FAI","IE00BJLML261.HKD","FDTX","BK4585","LU0061475181.USD","PSI","XNTK","IE00B19Z3581.USD","LU0109392836.USD","LU0820562030.AUD","LU1868837300.USD","LU1914381329.SGD","LU2357305700.SGD","CHPS","LU2168564222.USD","FTEC","LU0672654240.SGD","LU0708995401.HKD","LU2250418816.HKD","LU0056508442.USD","LU0719512351.SGD","VGT","LU0210536198.USD","LU2750360641.GBP","CHPX","IE00BK4W5L77.USD","LU0353189680.USD","TTXU","IE00B19Z3B42.SGD","IXN","BK4141","LU2471134523.USD","XLK","BK4566","LU1720051017.SGD","BK4533","SOXQ","HBMX","LU0820561818.USD","BK4554","LU1989764664.SGD","BK4605","FXL","IE000M9KFDE8.USD","LU1551013425.SGD","LU1868836914.USD","LU1868836757.USD","LU2357627491.SGD","BK4512","LU0683600562.USD","LU2087625088.SGD","LU0640476718.USD","LU2168563687.JPY","SOXX","SMU00main","LU0133085943.USD","IE00BKDWB100.SGD","LU0154236417.USD","WLDR","LU0256863811.USD","LU1629891620.HKD","SHOC","SG9999001424.SGD","LU1674673428.USD","LU2896262040.SGD","LU2360106780.USD","LU0238689110.USD","BK4532","LU0642271901.SGD","LU0274383776.USD","LU0323591593.USD","LU2931357623.SGD","MUU","USXF","LU0157215616.USD","LU0417517546.SGD","LU0353189763.USD","LU1778281490.HKD","LU0256863902.USD","CHAT","LU0109391861.USD","LU2023250330.USD","EFIV","IE00B7SZLL34.SGD","LU2471134796.USD","LU1280957306.USD","LU2048586759.USD","LU0096364046.USD","LU2168564149.EUR","MUZ","BK4543","BK4575","IE00BWXC8680.SGD","LU0820561909.HKD","LU1674673691.USD","LU1868836591.USD","IE0009356076.USD","LU2360107168.USD","LU2102340556.USD","LU0964807845.USD","LU2756315318.SGD","EGGY","SGXZ51526630.SGD","LU0859254822.USD","LU1868837136.USD","LU0889566641.SGD","LU2054465674.USD","LU2168564065.EUR","BK4579","LU0081259029.USD","LU2168564495.EUR","LU2286300806.USD","RULE","LU1803068979.SGD","LU1267930813.SGD","LU0203347892.USD","LU2290526834.HKD","MUYY","EMSF","GB00BDT5M118.USD","LU2543165471.USD","LU2403377893.USD","LU2089985449.USD","LU1989764748.USD","LU1551013342.USD","IE00B1XK9C88.USD","LU0943347566.SGD","LU1720051108.HKD","BK4588","WUGI","LEGR","LU1852331112.SGD","LU0234570918.USD","LU2213496289.HKD","FTXL","AIQ","LU0127658192.USD","PTF","LU1145028129.USD","IETC","BK4527","BAI","BK4553","LU0689472784.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665314886","title":"打破慣例！蘋果或籤鎧俠NAND長期協議：3到5年合約無價格上限","url":"https://stock-news.laohu8.com/highlight/detail?id=2665314886","media":"快科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665314886?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 18:10","pubTimestamp":1788775840,"startTime":"0","endTime":"0","summary":"铠侠长期被视为苹果的重要供应商与合作伙伴，有传闻称双方已就NAND闪存签署长期供应协议。另有消息指出，该协议可能远超常规供货合同，不仅期限长达三至五年，且不设价格上限，此类条款此前仅在SK海力士的订单中出现过。当前市场关注焦点在于，苹果锁定NAND供应后，是否会将长期协议策略延伸至DRAM领域。","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":"https://tech.ifeng.com/c/8wEIyBIa0lp","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":"fenghuang_stock","symbols":["LU1989771016.USD","LU1069344957.HKD","LU0683600562.USD","LU0444971666.USD","LU2133065610.SGD","IE00B3SWFQ91.USD","LU1934455277.USD","LU0323591593.USD","IE00BK4W5L77.USD","LU1280957306.USD","LU1804176565.USD","LU0708994859.HKD","LU0211328371.USD","BK4534","MUG","IE000Q6AESB8.SGD","LU1935042991.SGD","XNTK","LU1934455194.USD","LU0079474960.USD","LU0823421416.USD","LU2430703095.HKD","LU2552382132.HKD","IE00BDRTCR15.USD","LU0289961442.SGD","IE0004086264.USD","BK4512","IE000KEQY171.SGD","LU2023251221.USD","GB00BDT5M118.USD","LU1720051017.SGD","LU2403377893.USD","LU0882574139.USD","SMU00main","USXF","LU0070217475.USD","LU1003077747.HKD","LU2896262040.SGD","BK4575","LU2048586759.USD","LU0345769128.USD","LU0528227936.USD","IE00B775SV38.USD","LU0726765562.USD","LU2237443895.HKD","DRMY","LU0719512351.SGD","CMAG","LU0109392836.USD","AIQ","LU1935042488.USD","LU0868494708.USD","IE00BLSP4239.USD","LU0053666078.USD","SG9999014906.USD","IE0002270589.USD","LU1206713676.USD","SPTE","VGT","BK4579","IE000YTNTUN2.SGD","LU1861215975.USD","LU2860962120.EUR","LU0158827781.USD","LU2420271590.USD","IE00BZ1G4Q59.USD","LU0965509101.SGD","LU0788109477.HKD","LU1366333091.USD","LU3102509885.SGD","LU1674673691.USD","MU","LU2637965513.SGD","LU2108987350.USD","LU0943347566.SGD","LU0942090050.USD","LU2264538146.SGD","SGXZ80539844.SGD","LU0912757837.SGD","LU0985320562.USD","LU2357627491.SGD","LU0211327993.USD","LU2381873111.SGD","LU2592432038.USD","LU2471134523.USD","LU1791710582.SGD","HK0000306685.HKD","LU2954938101.SGD","LU0082616367.USD","IE00BDCRKT87.USD","SG9999018865.SGD","LU1861220033.SGD","LU2271345857.HKD","LU0234570918.USD","IE000F7OJYX1.SGD","LU0823434740.USD","SGXZ51526630.SGD","LU2602419157.SGD","LU2347655073.USD","LU0203345920.USD","LU2471134952.CNY","LU2083900584.USD","MIC","IE0004445239.USD","LU1064131342.USD","LU2931357623.SGD","CGGO","IE00B1XK9C88.USD","LU0738911758.USD","BK4533","LU1037948541.HKD","BK4505","LU1496350171.SGD","LU2462591350.SGD","BK4581","TYLG","LU0353189763.USD","LU0553294199.USD","SG9999014542.SGD","IE00B19Z8X17.USD","LU2065170008.USD","BK4141","SG9999002224.SGD","LU1244550494.USD","LU1366192091.USD","IE0004445015.USD","IE00B3S45H60.SGD","IE00BLSP4452.SGD","LU1852331112.SGD","LU2458330169.SGD","BK4605","IE0034235303.USD","LU0215105999.USD","IE000SO60NU8.SGD","IE00BQXX3C00.GBP","LU0345768153.USD","LU2347655156.SGD","LU0072462426.USD","LU1989764664.SGD","FXL","LU0128525929.USD","LU1291159041.SGD","BK4553","LU0265550359.USD","LU0029864427.USD","LU0310800379.SGD","LU0557290698.USD","SG9999015952.SGD","BAI","LU0011850046.USD","LU0661504455.SGD","LU2461242641.AUD","LU0795875169.SGD","LU2506951875.HKD","LU0784385170.HKD","LU2430703178.SGD","BK4571","LU2462157665.USD","LU2552382058.USD","LU1935043452.HKD","LU2111349929.HKD","LU0640476718.USD","SG9999014880.SGD","LU1548497426.USD","LU2106854487.HKD","AAPB","LU2750360997.AUD","BK4515","BK4576","LU1145028129.USD","RULE","LU1988902786.USD","LU0820561818.USD","LU1868836914.USD","LU1244550577.SGD","LU2097344357.USD","MACW.SI","LU2211815571.USD","BK4585","SAAPLmain","LU1400636491.USD","LU2250418816.HKD","TTXU","LU2089985449.USD","AAPL","SG9999018857.SGD","LU2247934214.USD","LU1066051498.USD","LU0823417737.USD","LU1791710400.SGD","LU0256863902.USD","BK4588","LU2417539215.USD","LU0466842654.USD","IE0009356076.USD","LU2097344431.USD","LU1645745479.HKD","LU2462591277.SGD","AIS","IE00BKVL7J92.USD","LU0158827948.USD","SMH","LU2552382215.SGD","BK4573","IE00BMPRXR70.SGD","IE00B19Z9505.USD","LU0689626769.HKD","LU2168564065.EUR","LU2087621335.USD","FTEC","LU1261432733.SGD","LU2092627202.USD","LU0265550946.USD","WLDR","LU2102340556.USD","AAPW","LU0353189680.USD","LU0096364046.USD","LU0069063385.USD","IE00B7SZLL34.SGD","LU0210533765.USD","LU2047632596.USD","IE00BQXX3F31.USD","LU2125154778.USD","IXN","LU0061475181.USD","LU0823421333.USD","LU1127390331.HKD","LU0444973449.USD","FTXL","MUYY","LU0174119429.USD","IE00B5949003.HKD","LU1803068979.SGD","LU2505996509.AUD","LU1084165304.USD","LU0061474960.USD","LU0203201768.USD","LU0210528500.USD","IE00B1BXHZ80.USD","IE0000B7K699.USD","LU0456855351.SGD","LU0787776722.HKD","LU1868837136.USD","LU2361044949.HKD","LU1551013342.USD","LU0345770308.USD","LU0162691827.USD","LU0170899867.USD","LU2125154935.USD","BK4550","LU2746668974.SGD","IE00BQXX3D17.EUR","LU2237443622.USD","LU0320765489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較上次交易日盤後上漲 7.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665157343","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665157343?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 18:08","pubTimestamp":1788775694,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，在传统市场周末休市期间，交易所中永续合约类型的股票或已提前定价股市行情。据 RootData 数据显示，多数热门股票高于上次盘后水平：\n\n半导体三倍做多ETF（SOXL）现报 125.65 美元，较上次交易日盘后参考价 116.79 美元上涨 7.59%；\n闪迪（SNDK）现报 1,785.09 美元，较上次交易日盘后参考价 1,731.88 美元上涨 3.07%；\n美光科技（MU）现报 1,043.54 美元，较上次交易日盘后参考价 1,014.74 美元上涨 2.84%；\niShares半导体ETF（SOXX）现报 532.09 美元，较上次交易日盘后参考价 518.48 美元上涨 2.62%；\n英特尔（INTC）现报 98.16 美元，较上次交易日盘后参考价 95.80 美元上涨 2.46%；\nSK海力士（SKHY）现报 179.44 美元，较上次交易日收盘参考价 175.78 美元上涨 2.08%；\nVanEck半导体ETF（SMH）现报 578.73 美元，较上次交易日盘后参考价 567.05 美元上涨 2.06%；\nSpaceX（SPCX）现报 150.54 美元，较上次交易日盘后参考价 147.78 美元上涨 1.87%；\nIREN（IREN）现报 43.96 美元，较上次交易日盘后参考价 44.67 美元下跌 1.59%；\nAMD（AMD）现报 483.59 美元，较上次交易日盘后参考价 476.08 美元上涨 1.58%；\n 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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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15:20","pubTimestamp":1788765640,"startTime":"0","endTime":"0","summary":"TradingKey - 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月能否改写历史新高？","market":"hk","thumbnail":"https://resource.tradingkey.com/uploads/20260625/MicronMU-0a3b14b7dc6b424c866b98ec3be67a8f.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260625/MicronMU-0a3b14b7dc6b424c866b98ec3be67a8f.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262153282-stock-micron-mu-skhy-sndk-1000-dram-nand-ai-tradingkey","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":null,"symbols":["MUZ","LU0708995401.HKD","HBMX","LU2054465674.USD","XNTK","LU0353189763.USD","IE0009356076.USD","AIS","LU0859254822.USD","SGXZ99366536.SGD","FDTX","VGT","LU0256863811.USD","IE00B19Z3581.USD","MUU","SMU00main","LU0056508442.USD","LU0203345920.USD","LU0256863902.USD","LU1316542783.SGD","LU1267930730.SGD","IE00BKDWB100.SGD","LU2403377893.USD","BK4605","LU2471134952.CNY","LU0203347892.USD","IE00BK4W5M84.HKD","BK4512","CHAT","AIFD","LU1145028129.USD","LU0787776722.HKD","LU2756315664.SGD","LU1674673691.USD","LU1914381329.SGD","EMSF","LU1366333091.USD","LU0889565833.HKD","SMH","GB00BDT5M118.USD","LU1868836591.USD","LU0320765059.SGD","MUD","LU2357627491.SGD","IE00B7SZLL34.SGD","IE0034235303.USD","LU2102340556.USD","LU0943347566.SGD","LU0234570918.USD","LU0640476718.USD","LU2471134523.USD","RULE","LU0683600562.USD","LU2543165471.USD","LU1778281490.HKD","BK4575","LU1323610961.USD","FXL","FTEC","XLK","LEGR","LU1267930813.SGD","LU0133085943.USD","AIQ","LU0096364046.USD","LU2087625088.SGD","CHPS","LU2458330243.SGD","CGGO","LU0820562030.AUD","LU0689472784.USD","LU2360107168.USD","FTXL","SG9999001424.SGD","LU2756315318.SGD","FAI","LU0353189680.USD","LU0109392836.USD","IE00BSNM7G36.USD","LU1989764748.USD","LU2750360997.AUD","DISK","LU2168564495.EUR","LU1868836757.USD","LU2286300806.USD","LU0719512351.SGD","MUYY","LU0820561818.USD","PSI","IETC","LU2250418816.HKD","LU1551013425.SGD","LU0081259029.USD","LU0154236417.USD","LU0889566641.SGD","LU2168563687.JPY","LU1548497426.USD","LU0672654240.SGD","LU2023250330.USD","WLDR","BAI","LU1551013342.USD","LU0417517546.SGD","IE00B1XK9C88.USD","LU0127658192.USD","LU1861220033.SGD","BK4532","BK4554","LU0157215616.USD","LU0274383776.USD","LU2896262040.SGD","LU2471134796.USD","LU2048586759.USD","IE00BWXC8680.SGD","ARTY","LU0238689110.USD","LU2089985449.USD","LU2168564222.USD","LU2213496289.HKD","MU","USXF","BK4585","SOXX","LU1629891620.HKD","WUGI","IE00BJLML261.HKD","LU1989764664.SGD","LU1868836914.USD","BK4553","LU1852331112.SGD","MUG","SGXZ51526630.SGD","MULL","SGXZ81514606.USD","LU2750360641.GBP","LU2471134879.HKD","LU1861215975.USD","LU0820561909.HKD","LU0792757196.USD","LU2168564149.EUR","LU0210536198.USD","SHOC","TTXU","LU0964807845.USD","DRMY","LU0061475181.USD","LU1720051017.SGD","LU2290526834.HKD","LU2931357623.SGD","LU0082616367.USD","LU1868837300.USD","IE00B19Z3B42.SGD","LU2211815571.USD","LU2360106780.USD","LU1280957306.USD","LU2168564065.EUR","BK4579","MIC","IE0002270589.USD","LU0642271901.SGD","BK4533","BK4141","BK4588","EFIV","BOBP","JGRO","BK4566","BK4527","CHPX","IE00BK4W5L77.USD","LU0109391861.USD","LU1720051108.HKD","PTF","LU0323591593.USD","TRFK","IE00B5949003.HKD","LU2458330169.SGD","EGGY","SOXQ","LU2357305700.SGD","LU1674673428.USD","LU1868837136.USD","BK4543","IXN","IE000M9KFDE8.USD","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665639393","title":"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","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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