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14:00","pubTimestamp":1789538438,"startTime":"0","endTime":"0","summary":"小型手机和笔记本电脑制造商为应对未来数年的内存短缺做好了准备决定谁能发货的是配额，而非价格小型制造商重新设计电路板，测试芯片以防假货价格涨幅缓慢，但短缺将持续至2027年Framework表示，规模优势已不复存在Nathan Vifflin/Emanuele  Berro路透9月16日-随着预计将持续至2027年的内存短缺挤压设备市场的低端领域，独立手机和笔记本电脑制造商正重新设计产品、对到货芯片进行防伪检测，并将成本转嫁给消费者。","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:20260916:nL4T4580CE:1","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":["LU1548497426.USD","FDTX","LU1366333091.USD","BK4512","TRFK","FXL","AIFD","BK4566","BK4605","LU2168564065.EUR","RULE","LU1803068979.SGD","GB00BDT5M118.USD","LU0238689110.USD","LU2357305700.SGD","CGGO","LU2023250330.USD","LU0792757196.USD","LU1720051108.HKD","LU1674673428.USD","MIC","LU2102340556.USD","IE0009356076.USD","BK4588","LU2213496289.HKD","HBMX","LU1868836591.USD","LU1720051017.SGD","IE00BK4W5M84.HKD","LU0256863902.USD","WLDR","BK4527","DISK","WUGI","IE0034235303.USD","IE00BSNM7G36.USD","LU0056508442.USD","LU2896262040.SGD","LU2286300806.USD","CHAT","LU1674673691.USD","LU0320765059.SGD","IE00B19Z3B42.SGD","LU0323591593.USD","MUU","SG9999001424.SGD","LU0964807845.USD","LU1914381329.SGD","AIQ","LU0640476718.USD","LU2168564495.EUR","EMSF","LU0683600562.USD","IE000M9KFDE8.USD","LU1868837136.USD","LU0081259029.USD","SGXZ51526630.SGD","LU0859254822.USD","LU2458330243.SGD","LU0234570918.USD","LU1323610961.USD","SOXQ","SMH","LU2290526834.HKD","SHOC","IE00B1XK9C88.USD","LU1551013342.USD","IE00B7SZLL34.SGD","LU0082616367.USD","SOXX","FTEC","LU0109392836.USD","JGRO","LU0820561909.HKD","LU1145028129.USD","LU2048586759.USD","LEGR","LU2168564222.USD","LU2250418816.HKD","LU0133085943.USD","LU2168564149.EUR","LU2357627491.SGD","BK4554","LU0642271901.SGD","CHPS","MUD","LU0417517546.SGD","XNTK","BOBP","BK4543","LU0203347892.USD","LU2360106780.USD","FAI","PSI","LU2360107168.USD","BAI","LU0256863811.USD","LU0719512351.SGD","LU1861220033.SGD","LU2403377893.USD","LU2931357623.SGD","EFIV","LU1267930730.SGD","LU2087625088.SGD","LU0353189763.USD","IE0002270589.USD","LU1267930813.SGD","LU2471134523.USD","MULL","FTXL","BK4585","CHPX","SGXZ99366536.SGD","LU0154236417.USD","IE00BK4W5L77.USD","LU2750360997.AUD","MUYY","LU0943347566.SGD","LU1868836757.USD","SGXZ81514606.USD","AIS","SMU00main","ARTY","LU0820561818.USD","LU2054465674.USD","LU2458330169.SGD","LU1316542783.SGD","LU2756315664.SGD","MUZ","LU0274383776.USD","LU1868837300.USD","LU2211815571.USD","IETC","LU1989764664.SGD","LU0708995401.HKD","IE00B19Z3581.USD","BK4579","LU0096364046.USD","LU2750360641.GBP","LU0787776722.HKD","IE00B5949003.HKD","LU0689472784.USD","LU2471134952.CNY","BK4532","XLK","LU0109391861.USD","LU1868836914.USD","LU1629891620.HKD","LU0889566641.SGD","LU0353189680.USD","IXN","VGT","LU0127658192.USD","LU2471134879.HKD","LU0210536198.USD","PTF","LU1280957306.USD","LU0820562030.AUD","LU1861215975.USD","DRMY","LU0061475181.USD","BK4141","LU2089985449.USD","BK4533","MUG","LU1551013425.SGD","LU0203345920.USD","LU0889565833.HKD","TTXU","IE00BWXC8680.SGD","LU0672654240.SGD","LU2168563687.JPY","LU1852331112.SGD","LU0157215616.USD","LU2543165471.USD","EGGY","LU1778281490.HKD","BK4553","LU2756315318.SGD","IE00BJLML261.HKD","MU","LU1989764748.USD","USXF","LU2471134796.USD","BK4575","IE00BKDWB100.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667671401","title":"美光高管：存儲決定AI上限，實質性新增產能要到2028年後","url":"https://stock-news.laohu8.com/highlight/detail?id=2667671401","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667671401?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 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20：科技股承壓，亞馬遜收跌2%、SpaceX收跌3%，市場關注AI安全","url":"https://stock-news.laohu8.com/highlight/detail?id=2667272206","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667272206?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 06:37","pubTimestamp":1789511820,"startTime":"0","endTime":"0","summary":"英伟达首席执行官黄仁勋周二表示，无需针对人工智能安全出台新监管规定，因为市场力量将推动企业在创新的同时确保安全性。黄仁勋在Salesforce的一场活动上表示，AI行业不需要任何新的法律或监管规定。公司早于2023年首次宣布了自主研发AI芯片的计划，目前正在测试该系列的第三代产品，代号为MTIA 450，或称Arke。马斯克在 2026 年 All-In 峰会上再度暗示，SpaceX 与特斯拉可能合并。SpaceX 今年已收购 xAI 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RDIMM内存模组的演示验证，并已在多个服务器平台上完成测试。该产品使单台双路服务器的DDR5内存容量上限突破12TB，可为大规模AI推理、内存数据库以及高密度虚拟化等工作负载提供更高的内存容量。对数据中心运营商而言，这款超高密度内存模块的另一大看点是能效。","market":"sg","thumbnail":"https://static.tigerbbs.com/e910a0d7e1da6d4a41f6d581ee31760f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e910a0d7e1da6d4a41f6d581ee31760f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781813","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"AI服务器迎来新变量，美光推出全球首款超高密度内存模块","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["JGRO","LU2471134523.USD","LU2471134952.CNY","LU1861215975.USD","AIQ","LU0889566641.SGD","LU1267930730.SGD","BK4553","BOBP","CHPX","CGGO","LU0859254822.USD","BK4533","LU1989764748.USD","LU0274383776.USD","CHAT","LU2896262040.SGD","LU0640476718.USD","LU0820561909.HKD","LU1914381329.SGD","LU0683600562.USD","LU0081259029.USD","LU0203345920.USD","LU0689472784.USD","LU1551013425.SGD","LU1868836914.USD","BK4579","BK4543","BK4141","IE00BJLML261.HKD","BK4575","MUYY","FAI","SOXX","IE00B7SZLL34.SGD","LU2213496289.HKD","USXF","LU1280957306.USD","LU0642271901.SGD","LU2023250330.USD","ARTY","LU1629891620.HKD","LU2168563687.JPY","XLK","LU2087625088.SGD","SGXZ99366536.SGD","PTF","LU0719512351.SGD","LU0256863902.USD","FXL","WLDR","LU0061475181.USD","LU0082616367.USD","SMU00main","LU0792757196.USD","LU2756315664.SGD","MUD","LU2048586759.USD","LU2357305700.SGD","DRMY","LU1316542783.SGD","MULL","LU1674673691.USD","LU1861220033.SGD","LU2286300806.USD","BK4512","LU0323591593.USD","MU","FDTX","LU1548497426.USD","PSI","BK4585","LU0256863811.USD","LU2168564495.EUR","XNTK","LU2750360641.GBP","IE00BSNM7G36.USD","IE0009356076.USD","LU0943347566.SGD","IETC","LU2458330169.SGD","HBMX","LU0109392836.USD","LU1989764664.SGD","IE0034235303.USD","EMSF","LU0889565833.HKD","LU0096364046.USD","SG9999001424.SGD","LU1674673428.USD","LU1868836757.USD","LU0210536198.USD","BK4527","LU2931357623.SGD","LU0238689110.USD","LU0127658192.USD","LU1145028129.USD","EFIV","LU1868837136.USD","LU1868836591.USD","IE00BK4W5L77.USD","LU0787776722.HKD","LU1551013342.USD","BAI","DISK","FTXL","BK4566","LU0234570918.USD","LU2168564222.USD","IXN","LU2458330243.SGD","SOXQ","LU1720051108.HKD","LU0320765059.SGD","LU0109391861.USD","LU0820562030.AUD","LU2756315318.SGD","SGXZ81514606.USD","LU2168564065.EUR","LU0964807845.USD","CHPS","LU2471134879.HKD","SGXZ51526630.SGD","BK4554","LU2054465674.USD","LU2250418816.HKD","LU0708995401.HKD","LU1323610961.USD","LU2360106780.USD","LU2089985449.USD","EGGY","LEGR","MUU","LU0154236417.USD","LU2211815571.USD","LU1366333091.USD","LU2543165471.USD","IE00B5949003.HKD","LU2357627491.SGD","TTXU","LU1803068979.SGD","IE00B1XK9C88.USD","IE00BK4W5M84.HKD","LU0157215616.USD","MIC","SMH","LU2290526834.HKD","VGT","BK4605","IE00B19Z3B42.SGD","GB00BDT5M118.USD","TRFK","LU2168564149.EUR","LU0353189680.USD","LU2102340556.USD","FTEC","LU1868837300.USD","LU2403377893.USD","LU2750360997.AUD","LU0820561818.USD","RULE","BK4588","LU0672654240.SGD","LU0417517546.SGD","SHOC","LU2360107168.USD","LU1852331112.SGD","IE000M9KFDE8.USD","LU0056508442.USD","LU1778281490.HKD","MUG","IE00BKDWB100.SGD","LU1267930813.SGD","IE00BWXC8680.SGD","IE00B19Z3581.USD","WUGI","BK4532","LU0353189763.USD","LU0133085943.USD","LU1720051017.SGD","AIFD","LU0203347892.USD","LU2471134796.USD","MUZ","IE0002270589.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2667625335","title":"戴爾科技（DELL）盤中揚升4.07% 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盘中股价扬升4.07%，暂报556.04美元，成交额24.91亿美元。另一消息面上，加拿大皇家银行资本市场新近研报首次覆盖戴尔科技，并给予“跑赢大盘”评级，目标价640美元。RBC分析师表示：“我们认为，随着目前没有任何放缓迹象，戴尔仍处于有利位置，有望从持续多年的AI基础设施支出周期中受益。”RBC指出，戴尔目前服务器订单积压规模达到950亿美元，这些订单尚未开始交付；该公司第二季度AI服务器销售额约为164亿美元。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306078","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":["BK4543","LU0976567544.SGD","LU0496365809.HKD","LU2265009873.SGD","DELL","LU1046421795.USD","LU1235294995.USD","BK4585","LU0310800965.SGD","BK4170","LU1823568750.SGD","LU1804176565.USD","FXL","BK4535","WLDR","LU0128525689.USD","LU2065171402.SGD","LU0211326839.USD","BK4515","LU0211326755.USD","LU0345770993.USD","LU2065171311.SGD","LU0267386448.USD","LU2065169927.USD","LU0345770308.USD","LU2065170008.USD","DLLL","BK4588","LU0052756011.USD","LU1267930227.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667628926","title":"美股異動 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Dell)向投资者表示，人工智能热潮之下，算力设备与个人电脑价格将持续走高，硬件设备芯片的“结构性短缺”问题大概率会在2027年进一步恶化。“综合所有信息判断，2027年芯片结构性短缺情况很可能比2026年更为严峻。没错，成本正在上涨，我们也会把这部分成本传导至产品定价“。","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":"http://www.zhitongcaijing.com/content/detail/1496521.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":["BK4588","LU0211326755.USD","LU0211326839.USD","LU0267386448.USD","DLLL","LU1804176565.USD","LU1267930227.SGD","LU0052756011.USD","BK4535","LU1235294995.USD","LU0345770993.USD","LU0976567544.SGD","FXL","LU2065170008.USD","LU0128525689.USD","LU2065171402.SGD","LU1046421795.USD","LU2265009873.SGD","WLDR","LU0345770308.USD","LU2065169927.USD","BK4543","LU0310800965.SGD","BK4585","LU0496365809.HKD","BK4170","LU1823568750.SGD","BK4515","LU2065171311.SGD","DELL"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":4,"totalSize":200,"code":"91000000","status":"200"}]}}