[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio98032df5":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio98032df5","今天美光和闪迪大涨的原因","\u002Fdoc\u002Fdcio98032df5","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">今天美光和\u003C\u002Fspan>\u003C\u002Fspan>SNDK\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">大涨的原因是，知情人士透露，由于急于确保存储芯片的供应，全球大型科技巨头正积极向\u003C\u002Fspan>\u003C\u002Fspan> SK \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">海力士（\u003C\u002Fspan>\u003C\u002Fspan>000660.KS\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）示好，提出投资其新生产线并资助其购买昂贵制造设备的提议。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">这些在全球存储芯片行业史无前例的提议，凸显了全球范围内该零部件短缺的严重程度。在人工智能热潮下，芯片制造商正努力跟上激增的市场需求。存储芯片是\u003C\u002Fspan>\u003C\u002Fspan> AI \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">数据中心、智能手机、个人电脑等领域的关键部件。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">六名知情人士表示，这家韩国芯片制造商的客户提出了一系列合作条件，其中包括投资专用的存储芯片生产线。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">三名知情人士称，另一项提议涉及客户资助购买设备，例如阿斯麦（\u003C\u002Fspan>\u003C\u002Fspan>ASML.AS\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）的极紫外（\u003C\u002Fspan>\u003C\u002Fspan>EUV\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）光刻机。这些价值数亿美元的设备被用于在硅晶圆上蚀刻电路。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">两名知情人士表示，但这家资金充裕的芯片制造商对接受客户的资金承诺持谨慎态度。因为此类交易可能会使其受制于特定的买家，并要求其以较低价格供应芯片，以换取更长期、更稳定的收入保障。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">“无论提出什么样的条件，目前的可用产能基本上为零，”其中一位消息人士称，“甚至连一小部分产能都无法专门指定给特定客户。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">另一位消息人士透露，其中一项提议针对的是\u003C\u002Fspan>\u003C\u002Fspan> SK \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">海力士正在韩国龙仁（\u003C\u002Fspan>\u003C\u002Fspan>Yongin\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）园区建设的大型晶圆厂的一期工程，该工厂可能主要专注于动态随机存取存储器（\u003C\u002Fspan>\u003C\u002Fspan>DRAM\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">这些提议的细节尚属首次报道。\u003C\u002Fspan>\u003C\u002Fspan>SK \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">海力士及其主要竞争对手三星电子（\u003C\u002Fspan>\u003C\u002Fspan>005930.KS\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）和美光科技（\u003C\u002Fspan>\u003C\u002Fspan>MU.O\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）此前曾表示，他们正在与客户商讨多年期的供应合同，但并未提供具体细节。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">由于讨论内容保密，本文引用的消息人士拒绝透露身份。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>SK \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">海力士拒绝提供有关与客户合同条件的细节，但表示：“我们正在全面评估不同于传统长期协议的各种方法和结构性替代方案。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">作为亚洲市值第三高的公司（仅次于台积电和三星），受投资者对\u003C\u002Fspan>\u003C\u002Fspan> AI \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">不断增长的押注推动，\u003C\u002Fspan>\u003C\u002Fspan>SK \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">海力士的股价今年已累计暴涨\u003C\u002Fspan>\u003C\u002Fspan> 154%\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">，创下历史新高。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">目前尚不清楚究竟是哪些全球科技巨头向\u003C\u002Fspan>\u003C\u002Fspan> SK \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">海力士提出了投资要约。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">包括\u003C\u002Fspan>\u003C\u002Fspan> Alphabet\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">（\u003C\u002Fspan>\u003C\u002Fspan>GOOGL\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）、\u003C\u002Fspan>\u003C\u002Fspan>Meta \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">和微软在内的美国主要科技公司上周公布了增加\u003C\u002Fspan>\u003C\u002Fspan> AI \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">基础设施支出的计划。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">“我们正在积极投资以满足基础设施需求，”\u003C\u002Fspan>\u003C\u002Fspan> Meta \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">在一次财报电话会议上表示，并补充说，这包括“在整个供应链中达成协议，以确保未来产能所需的必要组件。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">微软也在电话会议上表示，预计今年的资本支出将增至\u003C\u002Fspan>\u003C\u002Fspan> 1900 \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">亿美元，其中\u003C\u002Fspan>\u003C\u002Fspan> 250 \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">亿美元归因于芯片等组件成本的不断上涨。相关美股代号\u003C\u002Fspan>\u003C\u002Fspan> MU STX WDC SNDK\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">，韩国股票\u003C\u002Fspan>\u003C\u002Fspan>\u003Cspan lang=\"ZH-CN\"> \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">三星\u003C\u002Fspan>\u003C\u002Fspan> SK\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">海力士\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202605-stk\u002FUploaderwzqjwxggruv_2026_05_08_10_21_53.jpg","2026-05-08T17:21:11.417","2026.05.08","2026\u002F05\u002F08",51738,[22,23],"MU","SNDK","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[34,38],{"productId":35,"serviceName":36,"priceText":37},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":39,"serviceName":40,"priceText":41},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":44,"images":69,"summaryHtml":74,"aboutTitle":75,"aboutHtml":76,"copyrightHtml":77},[45,48,51,54,57,60,63,66],{"label":46,"url":47},"深度报告","\u002Fcol\u002FdepthReport",{"label":49,"url":50},"VIP会员","\u002Fplan",{"label":52,"url":53},"期权推荐","\u002FOption",{"label":55,"url":56},"低价暴涨股","\u002FPenny",{"label":58,"url":59},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":61,"url":62},"美股课程","\u002Fcol\u002Fvideos",{"label":64,"url":65},"免责声明","\u002Fdisclaimer",{"label":67,"url":68},"联系我们","\u002FContactUs",[70,71,72,73],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]