[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioc5b26a39":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioc5b26a39","闪迪SNDK和美光今天为什么暴涨？","\u002Fdoc\u002Fdcioc5b26a39","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\u003Cspan>\u003Cspan>美股闪迪\u003C\u002Fspan>SNDK\u003Cspan>和美光今天暴涨的原因，藏在一句话里，\u003C\u002Fspan>OpenAI\u003Cspan>正式发布新一代\u003C\u002Fspan>AI\u003Cspan>模型\u003C\u002Fspan>GPT-6 Astra\u003Cspan>！人类进入\u003C\u002Fspan> AGI \u003Cspan>时代的起点。\u003C\u002Fspan>Astra\u003Cspan>的核心变化是能够直接操作计算机和软件，替用户完成编程、科学研究、\u003C\u002Fspan>3D\u003Cspan>建模、制作演示文稿和电子表格等复杂任务。将会消耗大量的存储芯片和闪存。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>原因二：戴尔最新财报晒出一张惊人的成绩单，二季度营收\u003C\u002Fspan>470\u003Cspan>亿美元，\u003C\u002Fspan>AI\u003Cspan>服务器积压订单高达\u003C\u002Fspan>950\u003Cspan>亿美元。\u003C\u002Fspan>2027\u003Cspan>财年\u003C\u002Fspan>AI\u003Cspan>服务器收入预计同比增长约\u003C\u002Fspan>200%\u003Cspan>，而戴尔的运营负责人说的更直白，当前最大的瓶颈是\u003C\u002Fspan>DRAM\u003Cspan>、\u003C\u002Fspan>DRAM\u003Cspan>、\u003C\u002Fspan>DRAM\u003Cspan>，然后是\u003C\u002Fspan>NAND\u003Cspan>、\u003C\u002Fspan>NAND\u003Cspan>、\u003C\u002Fspan>NAND\u003Cspan>，连喊三遍翻译过来就是。内存不够卖了，这可不是夸张。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>据美国银行测算，\u003C\u002Fspan>9\u003Cspan>月\u003C\u002Fspan>DRAM\u003Cspan>和\u003C\u002Fspan>NAND\u003Cspan>现货价还有\u003C\u002Fspan>10%~20%\u003Cspan>的上涨空间，主要买家的订单履约率已经跌破\u003C\u002Fspan>51%\u003Cspan>，\u003C\u002Fspan>DDR 4\u003Cspan>现货价年内飙升\u003C\u002Fspan>879%\u003Cspan>。\u003C\u002Fspan>NAND\u003Cspan>晶元价格一年涨了\u003C\u002Fspan>5\u003Cspan>倍多，市场调研机构\u003C\u002Fspan>Counterpoint\u003Cspan>数据同样炸裂，二季度全球\u003C\u002Fspan>NAND\u003Cspan>营收环比暴增\u003C\u002Fspan>70%\u003Cspan>，平均售价环比上涨\u003C\u002Fspan>55%\u003Cspan>，美银甚至预计\u003C\u002Fspan>2027\u003Cspan>年全球\u003C\u002Fspan>DRAM\u003Cspan>和\u003C\u002Fspan>NAND\u003Cspan>市场规模将突破\u003C\u002Fspan>1.2\u003Cspan>万亿美元，这不是普通复苏，是一场结构性的超级紧缺，根源还是在\u003C\u002Fspan>AI\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>服务器就像一头永远吃不饱的巨兽，吞噬着高带宽内存和企业级固态硬盘的每一寸产能。三星、\u003C\u002Fspan>SK\u003Cspan>海力士、美光把先进产能优先喂给了\u003C\u002Fspan>AI\u003Cspan>客户，消费级芯片自然就闹了饥荒。美光更是底气十足，\u003C\u002Fspan>2026\u003Cspan>年\u003C\u002Fspan>HBM\u003Cspan>产能基本售罄，还一口气签下\u003C\u002Fspan>16\u003Cspan>份长期供货协议，锁定数百亿美元的订单。高盛甚至测算，\u003C\u002Fspan>2027\u003Cspan>年\u003C\u002Fspan>DRAM\u003Cspan>供给缺口将扩大到\u003C\u002Fspan>5.9%\u003Cspan>，是\u003C\u002Fspan>2017\u003Cspan>年以来最严重的短缺。三星和\u003C\u002Fspan>SK\u003Cspan>海力士更是先后亮出\u003C\u002Fspan>90\u003Cspan>万亿到\u003C\u002Fspan>110\u003Cspan>万亿韩元、\u003C\u002Fspan>40\u003Cspan>万亿韩元级别的股东回报计划，一边回购一边扩产。赚的盆满钵满，\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002FHardwarePrice\">\u003Cspan>\u003Cspan>\u003Cimg src=\"\u002Fimages\u002FYear\u002F2026\u002F09\u002F2026-09存储芯片价格追踪.jpg\" width=\"725\" height=\"639\" alt=\"2026-09存储芯片价格追踪\">\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>根据美股大数据\u003C\u002Fspan> \u003Ca href=\"https:\u002F\u002Fstockwe.com\u002FHardwarePrice\">StockWe.com\u002FHardwarePrice\u003C\u002Fa> \u003Cspan>存储芯片价格追踪，内存价格每天还在稳步上涨，根本没有降低的迹象，拐点未至，放心持有\u003C\u002Fspan> MU \u003Cspan>和\u003C\u002Fspan> SNDK\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>━━━━━━━━━━━━━━━━━━━━━━\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>【原创声明】\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>本文由美股投资网（\u003C\u002Fspan>TradesMax.com\u003Cspan>）研究团队原创完成。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>原创机构：美股投资网\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>英文品牌：\u003C\u002Fspan>TradesMax\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>本文基于公开财报、\u003C\u002Fspan>SEC\u003Cspan>文件、市场数据、机构资金、期权交易及产业链信息进行独立分析\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如需引用本文，请注明：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>“美股投资网（\u003C\u002Fspan>TradesMax.com\u003Cspan>）原创研究”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>━━━━━━━━━━━━━━━━━━━━━━\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSNDK\u002FSNDK.jpg","2026-09-04T17:19:57","2026.09.04","2026\u002F09\u002F04",30262,[22],"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":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" 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>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\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 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":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","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"]