美股詳情

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Pacer US Large Cap Cash Cows Growth Leaders ETF

39.39

+0.46521.20%

盤後：39.390.00000.00%16:15 EDT

成交量：15.89萬

成交額：625.21萬

市值：22.93億

市盈率：- -

高：39.46

開：39.15

低：39.11

收：38.92

52周最高：40.58

52周最低：32.64

股本：5,822.50萬

流通股本：5,822.50萬

量比：0.68

換手率：0.27%

股息：0.30

股息率：0.75%

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

拉姆研究(LRCX)股票9月10日開盤下跌3.98%：關鍵驅動因素揭曉

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美股盤初存儲板塊大幅低開

D-Matrix：攜手Astera Labs加入英偉達NVLink融合生態系統，共推定製化解決方案

D-Matrix還與Astera Labs在NVIDIA NVLink Fusion生態系統內開展合作，共同提供定製化解

業內人士擔憂大宗商品飆漲衝擊企業與美股估值

美股盤初存儲概念板塊強勢 SK海力士（SKHY）升逾5%

美國研究綜述-阿甘、馬斯特克、甲骨文

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%

西部數據(WDC)股票9月8日盤中上漲3.87%：背後推手曝光

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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

拉姆研究(LRCX)股票9月8日盤中上漲3.79%：真相來了

TradingKey中文

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

美股存儲概念股盤初走強，SK海力士升逾5%

老虎资讯综合

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

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

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

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09:06","pubTimestamp":1788915964,"startTime":"0","endTime":"0","summary":"北京时间9月9日，美股盘后，大型科技股涨跌不一。截至发稿，存储芯片概念股方面，SK海力士（SKHY）跌0.56%，闪迪（SNDK）涨0.33%，西部数据（WDC）跌0.52%，希捷科技（STX）跌0.37%，美光科技（MU）涨0.08%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202609093868829589.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202609093868829589.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_eastmoney","symbols":["BK4527","BK4529","LU2168564222.USD","LU2023250504.SGD","LU0345768153.USD","LU2237957811.SGD","LU2357125470.USD","TSLP","AAPB","LU1815336760.USD","AIPI","LU0310799852.SGD","IE00B19Z8X17.USD","IE00B3SWFQ91.USD","LU0345769128.USD","COWG","LU2237443622.USD","LU2275660780.HKD","LU0757359954.USD","LU2360106780.USD","LU2487616109.SGD","LU2506952097.USD","LU2471134952.CNY","LU2458330243.SGD","LU0689472784.USD","LU0823413660.USD","IE00BFSS7M15.SGD","LU2100268510.USD","LU0683600562.USD","LU0965509010.AUD","LU1435385759.SGD","LU1236620834.HKD","BK4596","LU1670710661.SGD","QQQA","BK4575","LU1235294995.USD","IE00BFXG0V08.USD","NVDQ","MSFY","LU0477156797.USD","BK4559","LU1720051017.SGD","LU1804176565.USD","IE00BKVL7J92.USD","ANV","GOOY","LU2148611432.USD","LU1839511570.USD","LU0061474705.USD","NVIW.SI","LU1119994496.HKD","FDRV","LU1201861165.SGD","LU0061475181.USD","LU1400636491.USD","IETC","LU0823413587.USD","LU2237438978.USD","LU2242649171.HKD","LU2394011477.USD","HK0000320264.USD","LU0081259029.USD","09366","LU2756315664.SGD","OGIG","LU1323610961.USD","BK4592","LU0316494557.USD","LU1046421795.USD","CHPX","LU2279689827.SGD","LU0210528500.USD","AAPX","LU0149725797.USD","BK4512","HULL","LU0276348264.USD","GB00B4LPDJ14.GBP","IE00B3M56506.USD","LU2023250330.USD","ESUM","SNVDAmain","LU0823397103.USD","LU1956131251.USD","SOXQ","SKHA","LU2552382058.USD","LU2347655156.SGD","ILDR","LU2505996681.GBP","SGXZ51526630.SGD","FBYY","EGGY","IE00B4JS1V06.HKD","IE0009G5SDU7.USD","LU0133085943.USD","LU2213496289.HKD","LU2298321311.HKD","LU1564329461.SGD","LU1059921491.USD","META","LU0552385451.USD","LU0661504455.SGD","GOGL","SMOG","LU1778281490.HKD","SG9999014914.USD","SG9999014880.SGD","LU2249611893.SGD","LU1400636574.HKD","LU2065169927.USD","BK4548","LU1670756490.USD","BK4567","HK0000320223.HKD","LU1037948897.HKD","LU0949170772.SGD","LU1989771016.USD","LU0130517989.USD","IE0004086264.USD","LU0274383776.USD","LU2452424414.USD","LU1301847155.USD","LU1043141396.HKD","BK4561","LU0894485498.HKD","BK4507","LU0345774631.USD","LU1992135472.HKD","LU0128525689.USD","LU1202635105.USD","LEGR","LU0823397285.USD","LU0312595415.SGD","LU1267930227.SGD","LU2168564149.EUR","LU2592432038.USD","LU0889566641.SGD","LU1983260115.SGD","LU1803068623.USD","FCUS","LU0048584097.USD","LU0320765059.SGD","IOSX","LU0859254822.USD","LU2237443465.HKD","BK4585","IE00BN29S564.USD","SK","LU0097036916.USD","LU0128525929.USD","TSLZ","LU2357627491.SGD","NVD","IE00BMPRXN33.USD","LU0965508806.USD","LU2125909916.SGD","SKUU","IE00B894F039.SGD","MUD","LU0251131958.USD","LU2458330169.SGD","BK4579","LU0094547139.USD","LU1791710400.SGD","LU2361044865.SGD","NVDY","NVYY","LU2168564495.EUR","LU0823414551.USD","TSDD","SKHX","APLY","LU0390134368.USD","LU2063271972.USD","LU0211326755.USD","LU2083900584.USD","SG9999014906.USD","LU0052756011.USD","LU0174119429.USD","LU1334329650.SGD","BK4576","LU1989773731.SGD","MSFO","LU0256863811.USD","LU1032466523.USD","LU1236620750.USD","NVDB","SG9999014542.SGD","LU1642822529.SGD","SKHY","LU2404859667.USD","TSLI","AMZO","IE00BK4W5M84.HKD","LU2552382132.HKD","LU2506951958.HKD","07388","3NVD.UK","USD","BK4549","CQTM","LU0348723411.USD","LU0878866978.SGD","LU1181866309.USD","GOU","VT","BK4141","LU0310800379.SGD","SG9999015978.USD","CHPS","LU0792757196.USD","LU0095938881.EUR","LU0494093205.USD","LU1303367103.USD","LU2097829019.USD","TYLG","LU1691799644.USD","AMZD","IE0034235303.USD","LU0211331839.USD","SG9999002232.USD","IE00BLSP4239.USD","USAW.SI","LU1400636657.SGD","LU2097344357.USD","LU1429558221.USD","NVDL","BK4571","AMZP","LU2756315318.SGD","HK0000532082.HKD","LU2413666699.HKD","LU1188199696.SGD","LU2491050071.SGD","LU2764263039.SGD","METD","LU0786609619.USD","SG9999000418.SGD","SGXZ44715902.SGD","STXX","PSI","FCOM","LU0143551892.USD","LU2462591350.SGD","LU0823434583.USD","BK4099","LU1267930490.SGD","LU2403377893.USD","LU0006306889.USD","LU0079474960.USD","RULE","LU1935043023.USD","LU2211815571.USD","BK4511","LU2637965513.SGD","FDTX","LU0472753341.HKD","LU2125909593.SGD","LU2404859741.USD","AAPL","ELOL","LU0345769631.USD","TRFK","LU0964807845.USD","XDAT","SPTE","LU1221951046.USD","LU1623119135.USD","LU0345768740.USD","MSFW","LU0879622024.SGD","IE00B775H168.HKD","WUGI","DIPS","HK0000306685.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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• 分析师维持建设性的盈利预测，平均目标价为650.78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/262156566-market-movers-wdc-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":["FDTX","LU1069347547.HKD","BK4512","CNAV","LU1035773651.USD","LU0081259029.USD","LU0006061336.USD","LU0240877869.USD","LU0957808578.USD","LU1815336760.USD","CNEQ","BK4588","LU1642822529.SGD","LU1046421795.USD","LU0444971666.USD","LU0072461881.USD","BK4170","COWG","LU0444973449.USD","WDCC","QQQG","LU0240878834.USD","LU1823568750.SGD","GB00BDT5M118.USD","CGGO","WDCX","FCUS","LU0154236417.USD","LU0162691827.USD","BK4585","LU1235294995.USD","LU0476273544.USD","WDC","PTF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666371291","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2666371291","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666371291?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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":"2665182379","title":"拉姆研究(LRCX)股票9月8日盤中上漲3.79%：真相來了","url":"https://stock-news.laohu8.com/highlight/detail?id=2665182379","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665182379?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 23:16","pubTimestamp":1788880564,"startTime":"0","endTime":"0","summary":"• 受到半导体设备板块的乐观情绪及人工智能需求的推动，泛林集团股价上涨。\n• 强劲的基本面、股息增加以及市场一致预期的上修，支撑了股价的走强。\n• 该公司年营收达232.3亿美元，平均目标价为365.88美元。","market":"other","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/262156345-market-movers-lrcx-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":["PSI","LU2023250504.SGD","BOBP","LU1066051811.HKD","LU2322448957.HKD","QQQG","IE00B1BXHZ80.USD","RULE","LRCC","RDVI","TDV","LU0708995401.HKD","TEK","IE00BWXC8680.SGD","LU1670628061.USD","LU1066051498.USD","LU1674673428.USD","BK4543","LU2272731782.SGD","TINY","LU1244550494.USD","LU1244550221.USD","IETC","LU0256863902.USD","COWG","KNOW","CLSE","LU1852331112.SGD","LU2272731865.HKD","LU0274383776.USD","LU0157215616.USD","LU0444971666.USD","RDVY","EPAI","LU0251132253.USD","LRCX","BAI","SG9999002232.USD","LU1244550577.SGD","LU0048584097.USD","LU2063271972.USD","IE00BKDWB100.SGD","LU0823434740.USD","LU0348723411.USD","LU0476273544.USD","LU2360106780.USD","LRCU","IE00BSNM7G36.USD","ABFL","LU0210533765.USD"],"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":"1179085537","title":"美股存儲概念股盤初走強，SK海力士升逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179085537","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179085537?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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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":"fut","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":["XSD","SPRX","ALA","CNAV","ALAB","SMHX","SOXY","LU1861220033.SGD","LABX","LU2290526834.HKD","AIPI","LU2089985449.USD","COWG","CHAT","LU1861215975.USD","LU2931357623.SGD","LU2360107168.USD","BK4141","LU0274383776.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"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 美元。","market":"hk","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/262151844-market-movers-wdc-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":["FCUS","CNAV","LU0444973449.USD","LU0957808578.USD","WDCC","LU0072461881.USD","FDTX","WDC","LU1069347547.HKD","CGGO","LU1035773651.USD","LU1046421795.USD","LU1815336760.USD","BK4512","BK4585","QQQG","LU0476273544.USD","LU1235294995.USD","LU0006061336.USD","BK4588","CNEQ","LU0240877869.USD","WDCX","LU1642822529.SGD","GB00BDT5M118.USD","PTF","COWG","LU0444971666.USD","LU0162691827.USD","LU1823568750.SGD","LU0240878834.USD","BK4170","LU0081259029.USD","LU0154236417.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664380358","title":"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","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":"us","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":["BK4141","ALA","LU0274383776.USD","AIPI","LU2089985449.USD","SOXY","CNAV","XSD","LABX","SMHX","CHAT","COWG","LU2931357623.SGD","LU2290526834.HKD","LU2360107168.USD","LU1861215975.USD","LU1861220033.SGD","SPRX","ALAB"],"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":"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/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":["COWG","ALA","LU2931357623.SGD","LU2089985449.USD","SIXG","CNAV","LU2290526834.HKD","SMHX","BK4141","FOTO","SOXY","LU1861215975.USD","XSD","ALAB","LABX","CHAT","AIPI","LU1861220033.SGD","LUMA","LU0274383776.USD","LU2360107168.USD","LYTE","SPRX"],"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":"us","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":["LU1642822529.SGD","LU1035773651.USD","LU1670627923.USD","SCHM","BK4512","FSMD","SIMX","SKHN","CNAV","SKHZ","LU0006061336.USD","LU1861215975.USD","CGGO","SCHA","SNDC","STXX","FDTX","BK4526","LU0162691827.USD","SKDD","LU2360107168.USD","SIMO","SKHYV","LU0476273544.USD","LU1670628061.USD","LU0823413587.USD","BK4585","LU2089985449.USD","SNDQ","LU0240877869.USD","LU0081259029.USD","FCUS","IE00B894F039.SGD","BK4170","IE00B19Z9P08.USD","LU0823397285.USD","LU2063271972.USD","TMSL","STXU","EGGY","SKHA","SNXX","QQQA","GB00BDT5M118.USD","LU1235294995.USD","LU1983260115.SGD","STX","LU0203345920.USD","07709","WDC","LU0203347892.USD","AIS","LU0154236417.USD","LU0823397103.USD","HYNX","BK4141","SNDK","LU0072461881.USD","CNEQ","WLDR","LU0823413660.USD","SK","SKHU","LU1823568750.SGD","COWG","LU0444973449.USD","WDCX","LU0957808578.USD","XITK","SNDG","LU1956131251.USD","RULE","LU1815336760.USD","SKUU","PTF","QQQG","LU0054578231.USD","SG9999002950.SGD","LU1861220033.SGD","LU0274383776.USD","IE00B19Z9Z06.USD","SKHY","LU0240878834.USD","LU2543165471.USD","STXL","LU0444971666.USD","LU0963586101.USD","LU1069347547.HKD","SNDU","LU2290526834.HKD","WDCC","LU1046421795.USD","SKHL","OPTZ","BK4588","SKHX"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":3,"totalSize":200,"code":"91000000","status":"200"}]}}