美股詳情

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Mohr Company Nav ETF

39.31

-0.0617-0.16%

盤後：39.570.2575+0.66%16:10 EDT

成交量：2,964

成交額：11.71萬

市值：5,110.61萬

市盈率：- -

高：39.57

開：39.01

低：39.01

收：39.37

52周最高：48.17

52周最低：28.72

股本：130.00萬

流通股本：130.00萬

量比：0.25

換手率：0.23%

股息：- -

股息率：- -

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

據康寧消息，公司將參展第二十七屆中國國際光電博覽會（CIOE 2026），主題包括AI驅動創新，加速規模化部署、高密度連

康寧將參展第二十七屆光博會

南方财经网

英特爾晶圓代工與阿斯麥深化合作，推動High-NA EUV用於更大尺寸AI芯片

TradingKey中文

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%

TradingKey 每日市場簡報：非農遠超預期，聯儲局加息預期升温，美光逆勢大漲6%，閃迪升逾10%

TradingKey中文

專訪康寧 CCO 李漢超：175 年以來，康寧始終是一家創新材料公司

閃迪與希捷股票對比：SNDK和STX哪隻存儲股更適合長期持有？

TradingKey中文

期權聚焦 | AMD驚現1315萬美元遠期虛值Call賣出，疊加雙賣Put收租865萬，大單情緒偏空

期權聚焦 | 英特爾驚現642萬美元實值Call大單，疊加290萬跨期雙買Call組合，機構謹慎押注中期上行？

康寧：首席財務官將於9月9日在Citi 2026全球TMT會議上發表演講

南方财经网

標普道瓊斯指數：Palo Alto、Arista Networks與閃迪將於2026年9月21日納入標普100指數

Astera Labs Inc(ALAB)股票9月4日盤中上漲10.69%：背後推手曝光

TradingKey中文

康寧(GLW)股票9月4日盤中上漲3.72%：關鍵驅動因素揭曉

TradingKey中文

西部數據(WDC)股票9月4日盤中上漲4.42%：原因全解讀

TradingKey中文

光通信板塊普升 Astera Labs（ALAB）領升11.59% 機構指行業迎來快速成長機遇

美股異動 | 光通信股集體走高 Astera Labs(ALAB.US)大升逾10%

存儲概念股集體上攻閃迪（SNDK）漲近7% Q2全球DRAM市場規模按月增長55.9%創新高

半導體板塊走強泛林集團（LRCX）漲4.91%、應用材料（AMAT）漲4.63%

閃迪(SNDK)股票9月4日盤中上漲6.67%：關鍵驅動因素揭曉

TradingKey中文

美股存儲板塊盤初強勢美光科技上漲3.6%

每日经济新闻

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随着人工智能推动全球数据量快速增长，存储芯片和数据中心硬盘成为AI基础设施中不可缺少的一环。闪迪（SNDK）与希捷科技（STX）都是存储行业的重要公司，但两者所处的细分市场、盈利模式和投资逻辑并不相同。","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260813/SanDisk-6d2fc5792fee473bac7d81acf3240b2f.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260813/SanDisk-6d2fc5792fee473bac7d81acf3240b2f.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/262150804-sandisk-vs-seagate-stocks-storage-stock-sndk-stx-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":["BK4585","SNDC","IE00B19Z9P08.USD","LU2063271972.USD","WLDR","LU2543165471.USD","LU0203347892.USD","TMSL","SNDQ","SCHM","FSMD","LU1670628061.USD","FCUS","LU1670627923.USD","EGGY","QQQA","OPTZ","STXU","LU1861215975.USD","LU1983260115.SGD","LU1861220033.SGD","SNDU","LU2290526834.HKD","PTF","SNDK","DISK","BK4512","LU2360107168.USD","BK4170","QQQG","STXX","STX","STXL","DRMY","LU0203345920.USD","LU0054578231.USD","IE00B894F039.SGD","IE00B19Z9Z06.USD","SNXX","BK4588","SNDG","LU0963586101.USD","RULE","CNAV","SCHA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182309198","title":"期權聚焦 | AMD驚現1315萬美元遠期虛值Call賣出，疊加雙賣Put收租865萬，大單情緒偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1182309198","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182309198?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 09:01","pubTimestamp":1788570096,"startTime":"0","endTime":"0","summary":"当日AMD期权市场出现罕见大额组合操作，最大单腿为一笔1315.65万美元的远期虚值Call卖出，同时叠加双卖Put收租865.50万美元。一笔净收款865.50万美元的同向双卖Put组合，属于典型的收取权利金策略，整体意图偏向震荡中略带防守色彩。整体来看，AMD当日大单资金情绪明显偏空。例如，相对477.57美元现价，卖出Call可优先考虑550美元以上执行价，卖出Put可优先考虑350美元以下执行价。","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":"","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":["LU0210536198.USD","LU1803068979.SGD","BK4566","AMDS","LU1861559042.SGD","IE00B1BXHZ80.USD","IE00BMPRXR70.SGD","BK4612","LU1951200564.SGD","AMDG","LU2264538146.SGD","LU2361045086.USD","CHAT","LU0889565833.HKD","LU2054465674.USD","IE00BMPRXN33.USD","ARTY","SMHX","LU0274383776.USD","SGXZ99366536.SGD","IE0009356076.USD","IE00BQXX3F31.USD","LU0719512351.SGD","LU1989764748.USD","LU1267930813.SGD","LU2896262040.SGD","LU1242518931.SGD","LU0823421416.USD","TRFK","LU2543165471.USD","SGXZ81514606.USD","IE0001KFT4U8.USD","LU0127658192.USD","LU1232071149.USD","IE00BQXX3D17.EUR","SOXX","LU1989764664.SGD","LU2242649171.HKD","LU1880398554.USD","LU0823434583.USD","LU2458330243.SGD","BK4141","AMDL","BK4614","TTEQ","TEK","BK4588","LU2265009873.SGD","PSI","BK4585","GAMR","IE00BZ1G4Q59.USD","LU0198837287.USD","LU1989772840.SGD","SOXY","LU2089985449.USD","LU0792757196.USD","BK4575","AMDC","LU2108987350.USD","LU2360107168.USD","IETC","BK4573","AMDY","LU1951198990.SGD","LU2290526834.HKD","LU2456880835.USD","AMD","BK4534","LU0109392836.USD","XNTK","SG9999001424.SGD","LU0390134368.USD","USXF","SMH","LU2355687059.USD","LU0081259029.USD","AMUU","LU1861220033.SGD","LU0133085943.USD","LU2361044949.HKD","AMDW","BK4529","WISE","LU0786609619.USD","LU1861215975.USD","LU0048584097.USD","IE00B5949003.HKD","GFS","IE00BKVL7J92.USD","FAI","LU0082616367.USD","FTXL","LU2098885051.SGD","SAMD0main","LU2360106780.USD","LU1923623000.USD","LU1989772923.USD","AIS","QQQA","LU1064131342.USD","LU2458330169.SGD","LU0642271901.SGD","LU2860962120.EUR","LU2931357623.SGD","LU0889566641.SGD","IE00BQXX3C00.GBP","CHPS","LU0979878070.USD","LU1242518857.USD","BK4532","LU1804176565.USD","IE0004445239.USD","LU1316542783.SGD","AMDU","LEGR","DAMD","LU1880398471.USD","BK4543","BK4554","ILDR","LU0823421333.USD","LU2417539215.USD","LU2361044865.SGD","LU1852331112.SGD","LU2247934214.USD","LU2250418816.HKD","WUGI","AMYY","LU2462591350.SGD","LU0823434740.USD","CNAV","IE00BMPRXQ63.HKD","LU0251132253.USD","BK4605","LU0056508442.USD","LU1988902786.USD","AIQ","LU2236285917.USD","GFSG","AMDD","BAI","LU1861558580.USD","BK4512","LU1303367103.USD","SGXZ51526630.SGD","LU0174119429.USD","LU2461242641.AUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148891168","title":"期權聚焦 | 英特爾驚現642萬美元實值Call大單，疊加290萬跨期雙買Call組合，機構謹慎押注中期上行？","url":"https://stock-news.laohu8.com/highlight/detail?id=1148891168","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148891168?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 09:00","pubTimestamp":1788570051,"startTime":"0","endTime":"0","summary":"当日INTC期权市场出现显著大单异动：一笔641.70万美元的实值CALL买入与一笔290.02万美元的跨期双买CALL组合先后落地，两者合计近千万美元级别，方向高度一致地指向中长期看涨，但久期与价位结构存在梯度，显示出机构并非盲目追多，而是在谨慎中布局上行弹性。Call/Put 成交量比为 2.22，显示当日看涨期权成交活跃度明显高于看跌期权，与偏多大单形成共振。整体来看，INTC当日大单情绪呈现偏多格局。","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":"","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":["AIQ","IE000MB6IJN5.SGD","BK4602","LU0082616367.USD","BK4585","LU2764263039.SGD","LINT","IE0000B7K699.USD","LU0274383776.USD","AIS","BK4535","LU2764263203.CNY","IE000WAW04H5.SGD","LU0149725797.USD","BK4605","BK4534","BK4533","IE000BZT7R73.USD","LU2148611432.USD","BK4527","LU2931357623.SGD","CHPS","BK4515","SOXX","TTEQ","LU0859254822.USD","LU2357627491.SGD","HK0000304805.HKD","IE000M9KFDE8.USD","BK4579","IE000F7OJYX1.SGD","IE000SO60NU8.SGD","INTC","LU0321505868.SGD","BK4529","HK0000304797.USD","LU0056508442.USD","LU1852331112.SGD","QQQA","BK4612","LU2543165471.USD","BK4512","INT","FTXL","LU0251131958.USD","LU2360106780.USD","BK4543","LU0081259029.USD","LU2244417387.USD","LU0187121727.USD","LU2720916845.USD","LEGR","BK4575","SINTCmain","BK4550","CNAV","LU0154236417.USD","LU0321505439.SGD","DRIV","LU0048573561.USD","XNTK","BK4141","LU2764262908.HKD","BK4588","BK4554","LU0742534661.SGD","LU0097036916.USD","LU0719512351.SGD","LU0251142724.SGD","LU2250418816.HKD","INTW","INYY","LU2089985449.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665521163","title":"康寧：首席財務官將於9月9日在Citi 2026全球TMT會議上發表演講","url":"https://stock-news.laohu8.com/highlight/detail?id=2665521163","media":"南方财经网","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665521163?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 07:42","pubTimestamp":1788565320,"startTime":"0","endTime":"0","summary":"【康宁：首席财务官将于9月9日在Citi 2026全球TMT会议上发表演讲】康宁（CorningIncorporated，纽约证券交易所：GLW）提交8-K报告，披露9月4日发生的事件。公司执行副总裁兼首席财务官EdwardA.Schlesinger将于9月9日在Citi2026全球TMT会议上发表演讲，预计上午8:10（东部时间）开始。Schlesinger预计将讨论公司近期业绩表现、Springboard计划的进展、以及各业务线的市场趋势和需求驱动因素。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609053865853458.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609053865853458.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["CNAV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195252589","title":"標普道瓊斯指數：Palo Alto、Arista Networks與閃迪將於2026年9月21日納入標普100指數","url":"https://stock-news.laohu8.com/highlight/detail?id=1195252589","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195252589?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 05:20","pubTimestamp":1788556806,"startTime":"0","endTime":"0","summary":"标普道琼斯指数公司今日宣布，Palo Alto Networks、Arista Networks以及闪迪（SanDisk）三家公司将被纳入标普100指数，该调整自2026年9月21日起正式生效。","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":"","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":["LU2211815571.USD","LU0823421333.USD","LU1861220033.SGD","LU0109392836.USD","LU0234570918.USD","SNDK","LU0081259029.USD","XTL","LU2106854487.HKD","PANW","LU2054465674.USD","LU1917777945.USD","LU1720051017.SGD","LU2860962120.EUR","LU1169590202.USD","SNXX","IE00BMPRXN33.USD","LU2458330243.SGD","LU2543165471.USD","LU2360107168.USD","LU1169589451.USD","LU2290526834.HKD","PTF","IYZ","LU0266013472.USD","BK4588","LU0823434583.USD","BK4170","OEX","LU0823421416.USD","LU1720051108.HKD","LU0082616367.USD","LU0889565833.HKD","PALD","LU2286300806.USD","SNDG","FCUS","LU0198837287.USD","WCBR","WCLD","DISK","SNDC","LU0823434740.USD","BK4554","LU1804176565.USD","PALU","IE00B19Z9505.USD","SNDU","SCHM","BK4532","QQQG","IGV","LU2210149790.SGD","FSMD","ANET","SPAM","SNDQ","BK4550","LU0106261372.USD","IE00BN0W2W23.USD","AIFD","CIBR","BK4581","LU2355687059.USD","IHAK","LU2108987350.USD","PSWD","LU2023250504.SGD","TMSL","COWG","IE00B19Z8X17.USD","LU0557290698.USD","LU1989764664.SGD","LU0348723411.USD","IE00BN0W2T93.GBP","OPTZ","LU1623119135.USD","IE0008368304.USD","LU2087625088.SGD","BK4585","IE00BMPRXR70.SGD","LU2265009873.SGD","IE00BZ1G4Q59.USD","IE00BMPRXQ63.HKD","LU2095319765.USD","LU2023250843.SGD","HAKY","IE00BN0W2V16.EUR","CNAV","LU2125909759.SGD","LU0353189763.USD","BUG","LU2210150020.SGD","BK4543","BK4560","BK4598","LU2458330169.SGD","LU2063271972.USD","SKYY","CLOD","LU0054578231.USD","PANG","IE00B19Z8W00.USD","SG9999001424.SGD","LU1803068979.SGD","LU0077335932.USD","SCHA","LU2357305700.SGD","LU2125909916.SGD","LU1861215975.USD","LU0353189680.USD","LU0225283273.USD","LU1974910355.USD","LU0006306889.USD","IE00BKVL7J92.USD","LU0719512351.SGD","LU0963586101.USD","LU1989764748.USD","ANEL","BK4097","BK4020","LU1923622291.USD","LU1712237335.SGD","LU1548497426.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665356511","title":"Astera Labs Inc(ALAB)股票9月4日盤中上漲10.69%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2665356511","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665356511?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 02:16","pubTimestamp":1788545793,"startTime":"0","endTime":"0","summary":"• 受机构买盘和强劲的AI基础设施需求推动，Astera Labs大幅上涨。\n• 三位数的营收增长与高利润率巩固了其强劲的基本面业务势头。\n• 分析师给出看涨评级，平均目标价为406.55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/262152012-market-movers-alab-20260904","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":["AIPI","SOXY","COWG","LU2360107168.USD","SPRX","ALAB","LU1861220033.SGD","LU2290526834.HKD","LABX","LU0274383776.USD","ALA","BK4141","XSD","CHAT","LU1861215975.USD","LU2089985449.USD","CNAV","LU2931357623.SGD","SMHX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665353124","title":"康寧(GLW)股票9月4日盤中上漲3.72%：關鍵驅動因素揭曉","url":"https://stock-news.laohu8.com/highlight/detail?id=2665353124","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665353124?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 00:16","pubTimestamp":1788538574,"startTime":"0","endTime":"0","summary":"• 大型人工智能基础设施投资推动了康宁光通信业务的增长。\n• 与亚马逊、Meta 和英伟达达成的多年期供应协议巩固了其市场地位。\n• 该公司财报显示其年营收为 156.3 亿美元，净利润为 16.0 亿美元。","market":"nz","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/262151849-market-movers-glw-20260904","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":["LU2322448791.USD","LU2357305700.SGD","RULE","GLWG","LU1804176565.USD","CNAV","LU1720051017.SGD","LU2265009873.SGD","LU0348723411.USD","LU1992135472.HKD","LU1720051108.HKD","LU1992135399.USD","BK4512","LU2543165471.USD","LU2322448957.HKD","GLW","BK4585","LU2272731865.HKD","LU2272731782.SGD","LU2272731600.USD","IE00BFMHRM44.USD","LU2473716301.USD","BK4588","LU1548497426.USD","BK4148"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2665353128","title":"西部數據(WDC)股票9月4日盤中上漲4.42%：原因全解讀","url":"https://stock-news.laohu8.com/highlight/detail?id=2665353128","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665353128?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 00:16","pubTimestamp":1788538567,"startTime":"0","endTime":"0","summary":"• 西部数据因强劲的板块动能和 AI 基础设施需求而上涨。\n• 公司公布了强劲的营收增长、利润率扩张以及强劲的业绩指引。\n• 分析师维持“买入”评级，平均目标价为 650.78 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Astera Labs（ALAB）領升11.59% 機構指行業迎來快速成長機遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2664380358","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664380358?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 23:04","pubTimestamp":1788534257,"startTime":"0","endTime":"0","summary":"中信证券新近研究指，在AI算力旺盛需求推动下，光模块终端持续放量、速率升级推动相关模拟芯片需求快速增长、价值量持续提升，目前全球格局以海外龙头为主导，国产替代加速推进。该机构表示，参考TrendForce，预计2026年400G/800G/1.6T光模块出货量分别约为2300/5800/2800万只，2027年400G/800G/1.6T光模块出货量预计分别约为2000/7500/7000/万只，同时3.2T光模块开始量产出货，对应2026/27年相关模拟芯片的需求分别约104/194亿元，行业迎来快速成长机遇。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305779","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2089985449.USD","XSD","SPRX","LU2360107168.USD","LU2931357623.SGD","LU0274383776.USD","CHAT","SMHX","ALAB","ALA","CNAV","BK4141","LU1861220033.SGD","LU2290526834.HKD","LABX","COWG","SOXY","AIPI","LU1861215975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664833052","title":"美股異動 | 光通信股集體走高 Astera Labs(ALAB.US)大升逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664833052","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664833052?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 22:25","pubTimestamp":1788531925,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，美股光通信股集体上涨，截至发稿，Astera Labs(ALAB.US)大涨超10%，Coherent(COHR.US)涨超4.6%，迈威尔科技(MRVL.US)涨超4%，Applied Optoelectronics(AAOI.US)涨超3.6%，康宁(GLW.US)涨超2.7%，Lumentum(LITE.US)涨超2%。","market":"fut","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/1492398.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2089985449.USD","SMHX","LABX","BK4141","SOXY","COWG","LU2931357623.SGD","XSD","LU0274383776.USD","ALAB","AIPI","ALA","LU1861215975.USD","SPRX","LU1861220033.SGD","LU2290526834.HKD","CNAV","LU2360107168.USD","LUMA","LYTE","SIXG","FOTO","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664433037","title":"存儲概念股集體上攻 閃迪（SNDK）漲近7%  Q2全球DRAM市場規模按月增長55.9%創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2664433037","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664433037?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 22:20","pubTimestamp":1788531630,"startTime":"0","endTime":"0","summary":"消息面上，据CFM闪存市场数据，2026年二季度全球DRAM市场规模1470.24亿美元，环比增长55.9%，创历史新高。原厂二季度积极响应服务器市场的强劲需求，继续扩大服务器DRAM、HBM等高附加值产品销售，相对于第一季度服务器、PC DRAM ASP环比翻倍增长，二季度涨幅较为放缓至40%-50%区间。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/NTE3MzYyMzA2NDI2MjU=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NTE3MzYyMzA2NDI2MjU=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305773","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":["CGGO","LU1861215975.USD","PTF","LU0476273544.USD","LU0203345920.USD","SKHU","LU0154236417.USD","SG9999002950.SGD","07709","LU1642822529.SGD","LU2089985449.USD","SKHA","SKHN","IE00B894F039.SGD","LU0823413660.USD","LU0072461881.USD","LU0081259029.USD","SKUU","LU1235294995.USD","SNDU","LU0957808578.USD","TMSL","LU1823568750.SGD","SIMO","SNDG","LU1035773651.USD","STXX","GB00BDT5M118.USD","LU0823413587.USD","LU1670627923.USD","WDCC","SNXX","HYNX","WDCX","LU1861220033.SGD","SKHYV","BK4585","RULE","LU0240878834.USD","SNDK","FCUS","STXL","XITK","SCHM","STX","BK4512","SNDQ","IE00B19Z9P08.USD","SKDD","SKHY","BK4588","LU0823397285.USD","LU2290526834.HKD","CNAV","SNDC","OPTZ","LU1046421795.USD","LU1069347547.HKD","SIMX","CNEQ","WDC","LU0054578231.USD","LU0963586101.USD","QQQA","LU0203347892.USD","LU0823397103.USD","LU0240877869.USD","QQQG","FDTX","LU0444971666.USD","LU1815336760.USD","IE00B19Z9Z06.USD","AIS","BK4141","LU0444973449.USD","BK4526","LU0006061336.USD","LU1670628061.USD","SCHA","SKHX","EGGY","SKHL","LU0274383776.USD","LU1983260115.SGD","SKHZ","BK4170","LU0162691827.USD","COWG","LU2543165471.USD","WLDR","FSMD","SK","LU1956131251.USD","STXU","LU2063271972.USD","LU2360107168.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2664330327","title":"半導體板塊走強 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22:16","pubTimestamp":1788531369,"startTime":"0","endTime":"0","summary":"• 闪迪受益于强劲的半导体发展势头和 AI 数据中心需求。\n• 战略性制造投资与企业级存储供应紧张推动营收预期提升。\n• 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