Wall Street News: Keeping an eye on the global financial market - To The Moon

Latest News

19 minutes ago

瑞银详解宇树科技：人形机器人整机先行者，“小脑”与本体技术领先

瑞银详解宇树科技：人形机器人整机先行者，“小脑”与本体技术领先

07:54

美联储古尔斯比：通胀是当前面临的主要问题

美联储古尔斯比：通胀是当前面临的主要问题

05:55

美国上诉法院裁定体育预测合约非掉期工具，预测市场公司Kalshi遭受重挫

美国上诉法院裁定体育预测合约非掉期工具，预测市场公司Kalshi遭受重挫

User Discussion

Invests no gambling

06-16

Good

Citrini: AMD and Apple are both betting on flash memory to replace DRAM, and memory costs may fall 55 times

{"i18n":{"language":"en_US"},"financialEventData":{"themeId":"14b276952a6b46a2a5e9067b5afd7fce","name":"Wall Street News: Keeping an eye on the global financial market","description":"Covering the stock market, foreign exchange, bonds, commodities, etc., 7*24 continuously provides information services for investors.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1773705914066,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":14b276952a6b46a2a5e9067b5afd7fce}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":true,"subscriberCount":134,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":[],"tweetCounts":11,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Wall Street News: Keeping an eye on the global financial market","tweetAmount":11,"imageIsDefault":false,"aiDerivativeIssues":[]},"news":[{"id":975533,"article_id":"2663601126","title":"瑞银详解宇树科技：人形机器人整机先行者，“小脑”与本体技术领先","subtitle":"","subtitle_show":0,"pub_time":1787974563000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780624","is_publish_highlight":0,"symbols_score_info":{"000973.SH":1.5,"IQM":1.5,"PBOT":1.5,"ROBT":1.5,"RTOO":1.5,"UBOT":1.5,"WDRN":1.5},"rights":null},{"id":975265,"article_id":"2663019821","title":"美联储古尔斯比：通胀是当前面临的主要问题","subtitle":"","subtitle_show":0,"pub_time":1787961294000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780617","is_publish_highlight":0,"symbols_score_info":{"UDN":1.5,"RMIF":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TPLS":1.5,"UBT":1.5,"RAUS":1.5,"UNIY":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VOO":1.5,"XLRI":1.5,"ZROZ":1.5,"HMOP":1.5,"BOXX":1.5,"CRXP":1.5,"DBND":1.5,"EBUF":1.5,"EMPB":1.5,"FAZ":1.5,"FEM":1.5,"FITZ":1.5,"FLXI":1.5,"GOLY":1.5,"GOVT":1.5,"BND":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"ISHG":1.5,"JPST":1.5,"JULD":1.5,"KBE":1.5,"MINT":1.5,"MUNX":1.5,"NEMD":1.5,"PBDC":1.5},"rights":null},{"id":975206,"article_id":"2663016856","title":"美国上诉法院裁定体育预测合约非掉期工具，预测市场公司Kalshi遭受重挫","subtitle":"","subtitle_show":0,"pub_time":1787954153000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780612","is_publish_highlight":1,"symbols_score_info":{"161030":1.5},"rights":null},{"id":975209,"article_id":"2663168590","title":"印度糖尿病全球第二多，月费降至14美元，GLP-1减肥药为何仍卖不动？","subtitle":"","subtitle_show":0,"pub_time":1787954138000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780608","is_publish_highlight":1,"symbols_score_info":{"NVOC":1.5,"XLVI":1.5,"UUP":1.5,"UDN":1.5,"TRUH":1.5,"THNR":1.5,"RSPH":1.5,"PJP":1.5,"PINK":1.5,"OZEM":1.5,"CURE":1.5,"NBDS":1.5,"MEDI":1.5,"LLYX":1.5,"JDOC":1.5,"IYH":1.5,"FXH":1.5,"MNDmain":1.5,"FHLC":1.5,"NVOH":0.6,"NVOX":0.6,"LLII":0.6,"ELIS":0.6,"ELIL":0.6},"rights":null},{"id":975202,"article_id":"2663168310","title":"英国利率决议前，央行行长淡化通胀威胁：二次效应仍“相对温和”，","subtitle":"","subtitle_show":0,"pub_time":1787954032000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780610","is_publish_highlight":1,"symbols_score_info":{"ISHG":1.5,"UNIY":1.5,"TPLS":1.5,"RULE":1.5,"RMIF":1.5,"FXB":1.5,"FLXI":1.5,"FITZ":1.5,"CWS":1.5,"EDGF":1.5,"CRXP":1.5,"BSR":1.5,"BBLB":0.6,"TSYW":0.6,"BBSB":0.6,"TLTX":0.6,"TLTW":0.6,"TLTI":0.6,"TLT":0.6,"TLH":0.6,"TFJL":0.6,"TBJL":0.6,"SHY":0.6,"SHV":0.6,"SGOV":0.6,"BWX":0.6,"BBIB":0.6,"IGOV":0.6,"IEI":0.6,"IEF":0.6,"BWZ":0.6,"FLGV":0.6},"rights":null},{"id":975185,"article_id":"2663154430","title":"Moderna黑色素瘤疫苗数据获认可，第五家机构升级评级","subtitle":"","subtitle_show":0,"pub_time":1787951788000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780609","is_publish_highlight":1,"symbols_score_info":{"159646":1.5},"rights":null},{"id":975191,"article_id":"2663015448","title":"日元跌破160关口，贝森特为上月干预辩护：日元失序将推高美国利率","subtitle":"","subtitle_show":0,"pub_time":1787951758000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780604","is_publish_highlight":1,"symbols_score_info":{"FXY":1.91,"YCS":1.88},"rights":null},{"id":975188,"article_id":"2663015461","title":"中信银行的106万亿元“结算转化”考题","subtitle":"","subtitle_show":0,"pub_time":1787951695000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780606","is_publish_highlight":1,"symbols_score_info":{"601998":1.5,"00998":1.5},"rights":null},{"id":975065,"article_id":"2663138990","title":"2009年来最鹰杰克逊霍尔讲话！沃什首秀推升两年期美债收益率逾10个基点","subtitle":"","subtitle_show":0,"pub_time":1787945102000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780605","is_publish_highlight":1,"symbols_score_info":{"BND":1.86,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IEF":0.6,"IEI":0.6,"SHY":0.6,"TLT":0.6,"TMV":1.88},"rights":null},{"id":975068,"article_id":"2663138610","title":"沃什正在搅动美债市场，无论他是否愿意","subtitle":"","subtitle_show":0,"pub_time":1787944998000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780603","is_publish_highlight":1,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LIAJ":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"MUNX":1.5,"MYCN":1.5,"NGHT":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"WAMA":1.5,"XBIL":1.5,"ZROZ":1.5},"rights":null},{"id":974986,"article_id":"2663018694","title":"沃什放鹰重燃加息预期：9月加息概率升至近六成，2027年3月前或加息两次","subtitle":"","subtitle_show":0,"pub_time":1787940295000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780600","is_publish_highlight":1,"symbols_score_info":{".SPX":1.81,"VIXmain":0.6,"VXMmain":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TMV":1.8,"TVIXF":0.6,"USMV":0.6,"UVIX":0.6,"UVXY":0.6,"VIXM":0.6,"VIXY":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6},"rights":null},{"id":974989,"article_id":"2663186970","title":"沃什鹰派表态缓解美联储抗通胀决心疑虑，短债跳水、黄金盘中跌超2%","subtitle":"","subtitle_show":0,"pub_time":1787940269000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780598","is_publish_highlight":1,"symbols_score_info":{"159831":1.5,"TLH":1.5,"MUB":1.5,"NELS":1.5,"NEMD":1.5,"NGHT":1.5,"OOQB":1.5,"OUNZ":1.5,"PBDC":1.5,"RAUS":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TIP":1.5,"JDST":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UDN":1.5,"UNIY":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"VGIT":1.5,"XBIL":1.5,"ZROZ":1.5,"QOmain":1.5,"AAAU":1.5,"BOND":1.5,"CIVG":1.5,"CRXP":1.5,"DGP":1.5,"DUST":1.5,"EDV":1.5,"EMPB":1.5,"FAZ":1.5,"FITZ":1.5,"MGCmain":1.5,"02840":1.5,"GBIL":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GLDM":1.5,"GLL":1.5,"GOVT":1.5,"IAU":1.5,"IEF":1.5,"IEI":1.5},"rights":null},{"id":974944,"article_id":"2663809055","title":"霸王茶姬上新与出海提速，管理层称8月同店有望转正","subtitle":"","subtitle_show":0,"pub_time":1787936502000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780597","is_publish_highlight":1,"symbols_score_info":{"CHA":1.98},"rights":null},{"id":974875,"article_id":"2663922100","title":"名创优品收紧海外扩张，全年利润率预计下滑3—4个百分点","subtitle":"","subtitle_show":0,"pub_time":1787932913000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780596","is_publish_highlight":1,"symbols_score_info":{"09896":1.5,"MNSO":1.5},"rights":null},{"id":974692,"article_id":"2662091745","title":"蜜雪换挡三年升级周期：供给端提质，需求端押注IP","subtitle":"","subtitle_show":0,"pub_time":1787928676000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780595","is_publish_highlight":0,"symbols_score_info":{"02097":0.9},"rights":null},{"id":974662,"article_id":"1194636771","title":"美国非农就业初步下修7.9万人，就业市场降温仍在延续","subtitle":"","subtitle_show":0,"pub_time":1787927440000,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2,"NDX":2,"SPXS":0.6,"QMAR":0.6,"SPXL":0.6,"SPUU":0.6,"SPDN":0.6,"SMAX":0.6,"SH":0.6,"SDS":0.6,"SDOW":0.6,"QQQX":0.6,"QQQM":0.6,"QQQ":0.6,"YSPY":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"DOG":0.6,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"QLD":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6},"rights":null},{"id":974534,"article_id":"2662044096","title":"美团电话会：三季度外卖UE预计同比明显改善，Keeta盈利加速，AI迈向商家端","subtitle":"","subtitle_show":0,"pub_time":1787927100000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780576","is_publish_highlight":1,"symbols_score_info":{"03690":1.98,"MPNGY":1.98,"KWEB":0.6},"rights":null},{"id":974229,"article_id":"2662095138","title":"供给极度紧张+传统旺季，美银：9月存储现货还会继续涨","subtitle":"","subtitle_show":0,"pub_time":1787925600000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780585","is_publish_highlight":1,"symbols_score_info":{"07709":0.6,"ABFL":0.6,"AGOX":0.6,"AIFD":0.6,"AIPI":0.6,"AIQ":0.6,"AIS":0.6,"ARTY":0.6,"BAI":0.6,"BOBP":0.6,"CGGO":0.6,"CHAT":0.6,"CHPS":0.6,"CHPX":0.6,"CLSE":0.6,"CMAG":0.6,"CNEQ":0.6,"DISK":0.6,"DRMY":0.6,"EFIV":0.6,"EGGY":0.6,"EMSF":0.6,"ESLG":0.6,"ESUM":0.6,"FAI":0.6,"FDTX":0.6,"FTEC":0.6,"FTXL":0.6,"FXL":0.6,"GAMR":0.6,"HBMX":0.6,"HYNX":0.6,"IETC":0.6,"ILDR":0.6,"IXN":0.6,"JGRO":0.6,"LEGR":0.6,"LFGY":0.6,"METV":0.6,"MIC":0.6,"MU":2,"MUD":0.6,"MUG":0.6,"MULL":0.6,"MUU":0.6,"MUYY":0.6,"MUZ":0.6,"NULC":0.6,"PSI":0.6,"PTF":0.6,"ROM":0.6,"RULE":0.6,"SHOC":0.6,"SK":0.6,"SKDD":0.6,"SKHA":0.6,"SKHL":0.6,"SKHN":0.6,"SKHU":0.6,"SKHX":0.6,"SKHY":2,"SKHZ":0.6,"SKUU":0.6,"SMH":0.6,"SMHX":0.6,"SNDC":0.6,"SNDG":0.6,"SNDK":2,"SNDQ":0.6,"SNDU":0.6,"SNPE":0.6,"SNXX":0.6,"SOXQ":0.6,"SOXX":0.6,"SOXY":0.6,"SPTE":0.6,"TEK":0.6,"THMR":0.6,"TRFK":0.6,"TTEQ":0.6,"TTXU":0.6,"TYLG":0.6,"USD":0.6,"USXF":0.6,"VGT":0.6,"VT":0.6,"WISE":0.6,"WLDR":0.6,"WUGI":0.6,"XLK":0.6,"XNTK":0.6},"rights":null},{"id":974323,"article_id":"2662096326","title":"全球股票基金结束13周净流入：投资者单周撤资59亿美元、美国股基流出223亿美元","subtitle":"","subtitle_show":0,"pub_time":1787924224000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780591","is_publish_highlight":0,"symbols_score_info":{"03441":1.5,"BDVL":1.5},"rights":null},{"id":974326,"article_id":"2662096305","title":"AI热潮席卷可转债：投资者为押注AI上涨，开始放弃债券保护","subtitle":"","subtitle_show":0,"pub_time":1787923740000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780590","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BNDW":1.5,"CHAT":1.5,"FCEF":1.5,"QTOC":1.5,"SABA":1.5,"VTHR":1.5},"rights":null},{"id":974160,"article_id":"2662875095","title":"法国8月通胀超预期、西班牙升至4.5%创三年新高：市场完全定价欧央行9月加息","subtitle":"","subtitle_show":0,"pub_time":1787922024000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780584","is_publish_highlight":0,"symbols_score_info":{"US7Y.BOND":1.5,"TPLS":1.5,"UNIY":1.5,"RULE":1.5,"RMIF":1.5,"ISHG":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"FLXI":1.5,"US30Y.BOND":1.5,"FITZ":1.5,"EDGF":1.5,"CWS":1.5,"CRXP":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"BSR":1.5,"US6M.BOND":1.5,"TSYW":0.6,"SHY":0.6,"TMF":0.6,"TLTX":0.6,"TLTW":0.6,"TLTI":0.6,"TLT":0.6,"TLH":0.6,"TFJL":0.6,"TBJL":0.6,"BBIB":0.6,"SHV":0.6,"SGOV":0.6,"IGOV":0.6,"IEI":0.6,"IEF":0.6,"FLGV":0.6,"BWZ":0.6,"BWX":0.6,"BBSB":0.6,"BBLB":0.6},"rights":null},{"id":974089,"article_id":"2662786093","title":"Anthropic加码自研AI芯片：曾考虑70亿美元收购MatX，正接洽多家初创公司","subtitle":"","subtitle_show":0,"pub_time":1787921673000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780583","is_publish_highlight":0,"symbols_score_info":{"AIBU":1.5,"WISE":1.5,"LRNZ":1.5,"GPTZ":1.5,"FAI":1.5,"EPAI":1.5,"AVGX":1.5,"AVGC":1.5,"ALAI":1.5,"AIVC":1.5,"AIS":1.5,"AIFD":1.5,"03191":1.5,"AVGG":0.6,"AVGU":0.6,"AVGW":0.6,"AVL":0.6,"AVS":0.6},"rights":null},{"id":973958,"article_id":"2662098717","title":"一汽-大众把中型SUV卖进15万","subtitle":"","subtitle_show":0,"pub_time":1787920186000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780581","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":973955,"article_id":"2662098715","title":"两年三次推新，智己L6再闯20万元纯电红海","subtitle":"","subtitle_show":0,"pub_time":1787920063000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780580","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":973987,"article_id":"2662009337","title":"创纪录干预！日本过去一个月砸了964亿美元救日元","subtitle":"","subtitle_show":0,"pub_time":1787919880000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780578","is_publish_highlight":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"FXY":1.5,"HEWJ":1.5,"ISRVF":1.5,"NBIE":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5,"MJYmain":0.6},"rights":null},{"id":973627,"article_id":"2662067483","title":"上汽的卖车账先修复了","subtitle":"","subtitle_show":0,"pub_time":1787916766000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780575","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":973591,"article_id":"2662658067","title":"吉利汽车重返投资级","subtitle":"","subtitle_show":0,"pub_time":1787916456000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780574","is_publish_highlight":0,"symbols_score_info":{"80175":0.6,"00175":1.5,"GELYY":0.6,"EVS.SI":0.6},"rights":null},{"id":973533,"article_id":"2662067889","title":"零售之王招行发布半年报：负债端管控显效，营收利润实现双增","subtitle":"","subtitle_show":0,"pub_time":1787915314000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780573","is_publish_highlight":0,"symbols_score_info":{"03968":1.5},"rights":null},{"id":973527,"article_id":"2662755062","title":"五粮液上半年净利润增长89.30%至87.5亿元，春节旺季动销提振业绩 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787915294000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780572","is_publish_highlight":0,"symbols_score_info":{"83189":1.5,"000858":1.5,"03189":1.5},"rights":null},{"id":973404,"article_id":"2662064052","title":"AI服务器需求爆发，浪潮信息上半年净利润大增270%，营收增5.22% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787914677000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780569","is_publish_highlight":0,"symbols_score_info":{"000977":1.5,"AMDG":1.5,"DLLL":1.5,"MULL":1.5,"NVDW":1.5,"NVIT":1.5,"NYYY":1.5,"SCA":1.5},"rights":null},{"id":973400,"article_id":"2662647270","title":"比亚迪上半年营收同比降7%至3448亿，净利润123亿，毛利率升至18.85%","subtitle":"","subtitle_show":0,"pub_time":1787914488000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780566","is_publish_highlight":1,"symbols_score_info":{"81211":0.6,"002594":1.99,"01211":1.99,"BYDDY":1.99,"FDRV":0.6,"HYDD.SI":0.6,"SMOG":0.6},"rights":null},{"id":973463,"article_id":"2662673062","title":"净息差连续回升，建行上半年净利润增5.56%","subtitle":"","subtitle_show":0,"pub_time":1787913476000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780565","is_publish_highlight":0,"symbols_score_info":{"IYG":1.5,"XLFX":1.5,"VFH":1.5,"UYG":1.5,"QABA":1.5,"PBEU":1.5,"KRE":1.5,"KNAB":1.5,"KBWD":1.5,"KBWB":1.5,"JHMF":1.5,"BCFN":1.5,"IEFN":1.5,"HSBH":1.5,"GABF":1.5,"FYLG":1.5,"FTXO":1.5,"FNCL":1.5,"FINY":1.5,"FAS":1.5,"BNKO":1.5},"rights":null},{"id":973377,"article_id":"2662064652","title":"赣锋锂业上半年营收增175.75%，净利润同比扭亏为盈，锂价回升与销量增长双轮驱动","subtitle":"","subtitle_show":0,"pub_time":1787913323000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780564","is_publish_highlight":1,"symbols_score_info":{"01772":2.1,"002460":1.5},"rights":null},{"id":973530,"article_id":"2662627540","title":"澜起科技上半年净利润增72%，AI需求驱动互连芯片业绩创历史新高 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787912336000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780571","is_publish_highlight":0,"symbols_score_info":{"688008":1.96,"06809":1.96},"rights":null},{"id":972353,"article_id":"2662066914","title":"AI光模块需求爆发，源杰科技上半年营收同比增351%，净利润大增1212%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787910465000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780559","is_publish_highlight":0,"symbols_score_info":{"688498":1.5,"AAOZ":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"LUMA":1.5,"LYTE":1.5,"QTOC":1.5,"VTHR":1.5},"rights":null},{"id":971798,"article_id":"2662637990","title":"息差企稳与成本改善支撑盈利，农行上半年大口径融资增量超3万亿元","subtitle":"","subtitle_show":0,"pub_time":1787908860000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780557","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":970652,"article_id":"2662005052","title":"9月风险大集结：美日欧央行决议、Anthropic IPO与欧美债务，谁将引爆下一轮波动？","subtitle":"","subtitle_show":0,"pub_time":1787907900000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780553","is_publish_highlight":1,"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2,"NDX":2,"IPOS":1.5,"REDS":1.5,"KCE":1.5,"SPUU":0.6,"QMAR":0.6,"SPDN":0.6,"SMAX":0.6,"SH":0.6,"SDS":0.6,"SDOW":0.6,"QQQX":0.6,"QQQM":0.6,"QQQ":0.6,"YSPY":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"DMAX":0.6,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"QLD":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6},"rights":null},{"id":971801,"article_id":"2662794063","title":"13.7万亿保障如何落到科技产线","subtitle":"","subtitle_show":0,"pub_time":1787907817000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780555","is_publish_highlight":0,"symbols_score_info":{"SMHX":0.76,"XSD":0.76,"USD":0.76,"TEKX":0.76,"SSG":0.76,"SOXY":0.76,"SOXX":0.76,"SOXS":0.76,"SOXQ":0.76,"SOXL":0.76,"SMH":0.76,"PSI":0.76,"FTXL":0.76,"CHPY":0.76,"CHPS":0.76,"SMHU":0.6},"rights":null},{"id":970648,"article_id":"2662573050","title":"华尔街资深分析师David Woo：AI交易由“错失恐惧”驱动，现在做空很难","subtitle":"","subtitle_show":0,"pub_time":1787905615000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780550","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5,"QTOC":1.5,"VTHR":1.5},"rights":null},{"id":970521,"article_id":"2662428052","title":"日本财长将赴G20：市场盯紧其与贝森特会面，日元干预声明“仍然有效”","subtitle":"","subtitle_show":0,"pub_time":1787902311000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780544","is_publish_highlight":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"FXY":1.5,"HEWJ":1.5,"ISRVF":1.5,"NBIE":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5,"MJYmain":0.6},"rights":null},{"id":970420,"article_id":"2662054776","title":"今夜，沃什能否拯救美债？或决定AI牛市命运","subtitle":"","subtitle_show":0,"pub_time":1787902200000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780538","is_publish_highlight":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"CHAT":1.5,"CIVG":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"LIAJ":1.5,"MMAX":0.6,"MUB":1.5,"MUNX":1.5,"MYCN":1.5,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SGOV":1.5,"SH":0.6,"SHV":1.5,"SHY":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDOW":0.6,"UPRO":0.6,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"VOO":0.6,"VTHR":1.5,"XBIL":1.5,"YSPY":0.6},"rights":null},{"id":970416,"article_id":"2662052894","title":"OpenAI押注Astra：AGI门槛已近在眼前？","subtitle":"","subtitle_show":0,"pub_time":1787901302000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780531","is_publish_highlight":0,"symbols_score_info":{"AGBK":1.5},"rights":null},{"id":970379,"article_id":"2662242054","title":"韩国央行鹰派加息推升韩元创13个月新高，行长定调“渐进式”紧缩","subtitle":"","subtitle_show":0,"pub_time":1787901144000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780540","is_publish_highlight":0,"symbols_score_info":{"MKOR":1.5,"US3Y.BOND":1.5,"US30Y.BOND":1.5,"US2Y.BOND":1.5,"US12M.BOND":1.5,"US10Y.BOND":1.5,"US5Y.BOND":1.5,"03121":1.5,"US6M.BOND":1.5,"KRWX":1.5,"KORU":1.5,"KDEF":1.5,"KUmain":1.5,"FLKR":1.5,"EWY":1.5,"US7Y.BOND":1.5,"TLTW":0.6,"TMF":0.6,"TLT":0.6},"rights":null},{"id":970412,"article_id":"2662542410","title":"市场等待沃什讲话定调，韩股收跌1.79%，Marvell盘后跌超7%，黄金小幅回落，美债承压","subtitle":"","subtitle_show":0,"pub_time":1787901116000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780532","is_publish_highlight":0,"symbols_score_info":{"OUNZ":1.5,"GOLY":1.5,"GOVT":1.5,"HMOP":1.5,"IAU":1.5,"IAUM":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LIAJ":1.5,"MUB":1.5,"MYCN":1.5,"NGHT":1.5,"GLL":1.5,"SGOL":1.5,"SHY":1.5,"TIP":1.5,"TLT":1.5,"TMF":1.5,"USG":1.5,"USHY":1.5,"USVN":1.5,"UTRE":1.5,"UTWY":1.5,"WAMA":1.5,"MWNmain":1.5,"AAAU":1.5,"BITC":1.5,"BOND":1.5,"BSV":1.5,"BTGD":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"EDV":1.5,"EWY":1.5,"FGDL":1.5,"MGCmain":1.5,"02840":1.5,"QOmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZTmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GLDM":1.5},"rights":null},{"id":970376,"article_id":"2662054246","title":"报道：委内瑞拉深化与美国关系，考虑退出已加入数十年的OPEC","subtitle":"","subtitle_show":0,"pub_time":1787899926000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780539","is_publish_highlight":0,"symbols_score_info":{"CLmain":1.5,"QMmain":1.5,"SCO":1.5,"TURF":1.5,"UCO":1.5,"USO":1.5,"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6},"rights":null},{"id":970316,"article_id":"2662051737","title":"Salesforce击碎Sass末日论？美银泼冷水：传统“按席位收费”模式仍遭AI侵蚀，新业务还撑不起高估值","subtitle":"","subtitle_show":0,"pub_time":1787899654700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780534","is_publish_highlight":1,"symbols_score_info":{"CRM":2,"CRMG":0.6},"rights":null},{"id":967948,"article_id":"2662030097","title":"从“利率交易”转向“美元贬值交易”  ，黄金上涨的逻辑变了","subtitle":"","subtitle_show":0,"pub_time":1787895753000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780521","is_publish_highlight":1,"symbols_score_info":{"159831":1.5,"1OZmain":2,"XAUUSD.FOREX":2,"MGC2602":2,"GCmain":2,"MGCmain":2,"PALL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"SHNY":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5,"GDX":1.5,"BTGD":1.5,"DGP":1.5,"BEGS":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FAAR":1.5,"FGDL":1.5,"GBUG":1.5,"BAR":1.5,"GDXD":1.5,"GDXJ":1.5,"AAAU":1.5,"GDXU":1.5,"GDXY":1.5,"02840":1.5,"GLDM":1.5,"GLL":1.5,"YGLD":0.6,"BGLD":0.6,"DGZ":0.6,"KGLD":0.6,"IGLD":0.6,"GLD":0.6,"GLDY":0.6},"rights":null},{"id":968877,"article_id":"2662055387","title":"讨论“中国B端AI收入炸裂，英伟达依旧“垄断”、霍尔木兹与杰克逊霍尔”，高盛交易员：一切似乎都很好","subtitle":"","subtitle_show":0,"pub_time":1787888377000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780525","is_publish_highlight":0,"symbols_score_info":{"NVDA":1.96,"GS":1.9,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ABFL":0.6,"AGOX":0.6,"AIFD":0.6,"AIPI":0.6,"ANV":0.6,"CHPX":0.6,"CLSE":0.6,"CMAG":0.6,"CNEQ":0.6,"DIPS":0.6,"EFIV":0.6,"ESLG":0.6,"ESUM":0.6,"FAI":0.6,"FDTX":0.6,"FTEC":0.6,"SNVDAmain":0.6,"GAMR":0.6,"GSX":0.6,"IETC":0.6,"ILDR":0.6,"IXN":0.6,"JGRO":0.6,"LFGY":0.6,"METV":0.6,"NULC":0.6,"NVC":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"ROM":0.6,"SHOC":0.6,"SMH":0.6,"SMHX":0.6,"SNPE":0.6,"SNVD.UK":0.6,"SOXQ":0.6,"SOXX":0.6,"SOXY":0.6,"SPTE":0.6,"TEK":0.6,"THMR":0.6,"TRFK":0.6,"TTEQ":0.6,"TTXU":0.6,"TYLG":0.6,"USD":0.6,"USXF":0.6,"VGT":0.6,"VT":0.6,"WISE":0.6,"XLK":0.6},"rights":null},{"id":968158,"article_id":"2662058917","title":"从\"喊话\"到\"约谈\"：特朗普下周召集炼油商与燃料零售商，中期选举前油价干预再升级","subtitle":"","subtitle_show":0,"pub_time":1787885765700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780508","is_publish_highlight":1,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PEJ":1.5,"PXE":1.5,"PXJ":1.5,"SDOG":1.5,"SPXT":1.5,"TPOR":1.5,"UAE":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VOOV":1.5,"WEEI":1.5,"WTIU":1.5,"XES":1.5,"XLEX":1.5},"rights":null},{"id":968874,"article_id":"2662055338","title":"交付量增长39%，莲花跑车上半年仍亏1.51亿美元","subtitle":"","subtitle_show":0,"pub_time":1787885100000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780526","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":968192,"article_id":"2662058948","title":"创业板早盘涨1%后翻绿，网络安全、算力硬件集体拉升，恒指、恒科指震荡走高，科网股多数走高","subtitle":"","subtitle_show":0,"pub_time":1787884829000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780523","is_publish_highlight":0,"symbols_score_info":{"159915":1.5,"159982":1.5,"399006":1.5,"399300":1.5,"510880":0.6,"512510":0.6,"513600":0.6,"NSI":1.5,"HSImain":1.5,"MHImain":1.5,"FWD":1.5,"GSFP":1.5,"HAKY":1.5,"HSI":1.5,"IHAK":1.5,"INVN":1.5,"KOMP":1.5,"LOUP":1.5,"MVPS":1.5,"NBDS":1.5,"FITE":1.5,"PSCT":1.5,"PSWD":1.5,"SKYY":1.5,"SPAM":1.5,"TEK":1.5,"TEKX":1.5,"TEKY":1.5,"UCYB":1.5,"USMD":1.5,"WCBR":1.5,"XT":1.5,"FDIF":1.5,"07226":1.5,"ANEW":1.5,"BCTK":1.5,"BPAY":1.5,"BUG":1.5,"CIBR":1.5,"CNXT":1.5,"CRTC":1.5,"CRWC":1.5,"CRWL":1.5,"DRES":1.5,"EIS":1.5,"FDFF":1.5,"000001.SH":1.5,"02833":0.6,"000688.SH":0.6,"000300.SH":0.6},"rights":null},{"id":967735,"article_id":"2662103061","title":"Salesforce大涨23%引爆SaaS反弹，华尔街重新押注传统软件","subtitle":"","subtitle_show":0,"pub_time":1787881573000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780518","is_publish_highlight":0,"symbols_score_info":{"159180":1.5,"FAZ":1.5,"VGT":1.5},"rights":null},{"id":965755,"article_id":"2662303783","title":"“当红研究机构”Citrini：“美国财政部-美联储”将达成新协议，几个月后点燃美债","subtitle":"","subtitle_show":0,"pub_time":1787879438000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780517","is_publish_highlight":0,"symbols_score_info":{"US3Y.BOND":1.5,"PBDC":1.5,"SCHO":1.5,"SGOV":1.5,"SHY":1.5,"SKRE":1.5,"TBIL":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"OOQB":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"VCIT":1.5,"VEXC":1.5,"VGIT":1.5,"VGLT":1.5,"VOO":1.5,"WAMA":1.5,"XBIL":1.5,"XLRI":1.5,"ZNmain":1.5,"BND":1.5,"BSV":1.5,"CIVG":1.5,"DBND":1.5,"EMPB":1.5,"FAZ":1.5,"FEM":1.5,"MTNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"BITC":1.5,"ZTmain":1.5,"GOLY":1.5,"GOVT":1.5,"HMOP":1.5,"IEF":1.5,"IEI":1.5,"JULD":1.5,"LIAX":1.5,"MYCN":1.5,"NEMD":1.5,"NGHT":1.5},"rights":null},{"id":965742,"article_id":"2662037880","title":"2028财年冲刺10000亿美元收入？英伟达点燃华尔街新预期","subtitle":"","subtitle_show":0,"pub_time":1787879428000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780513","is_publish_highlight":0,"symbols_score_info":{"NVDA":1.98,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ABFL":0.6,"AGOX":0.6,"AIFD":0.6,"AIPI":0.6,"ANV":0.6,"ARTY":0.6,"CHAT":0.6,"CHPX":0.6,"CLSE":0.6,"CMAG":0.6,"CNEQ":0.6,"DIPS":0.6,"EFIV":0.6,"ESLG":0.6,"ESUM":0.6,"FAI":0.6,"FDTX":0.6,"FTEC":0.6,"SNVDAmain":0.6,"GAMR":0.6,"IETC":0.6,"ILDR":0.6,"IXN":0.6,"JGRO":0.6,"LFGY":0.6,"METV":0.6,"NULC":0.6,"NVC":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"ROM":0.6,"SHOC":0.6,"SMH":0.6,"SMHX":0.6,"SNPE":0.6,"SNVD.UK":0.6,"SOXQ":0.6,"SOXX":0.6,"SOXY":0.6,"SPTE":0.6,"TEK":0.6,"THMR":0.6,"TRFK":0.6,"TTEQ":0.6,"TTXU":0.6,"TYLG":0.6,"USD":0.6,"USXF":0.6,"VGT":0.6,"VT":0.6,"WISE":0.6,"XLK":0.6},"rights":null},{"id":965496,"article_id":"2662103249","title":"机器人版本“MCP协议”，Claude推出“MHS协议”，便利大模型与机器人交互","subtitle":"","subtitle_show":0,"pub_time":1787878414000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780516","is_publish_highlight":0,"symbols_score_info":{"EPAI":1.5,"GPTZ":1.5,"KOMP":1.5,"LRNZ":1.5,"PBOT":1.5,"ROBO":1.5,"WISE":1.5},"rights":null},{"id":965028,"article_id":"2662903293","title":"“美联储通信社”：历史重演，当面对战争，贝森特试探“美联储与财政部的界限”","subtitle":"","subtitle_show":0,"pub_time":1787878019000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780514","is_publish_highlight":0,"symbols_score_info":{"TYO":1.5,"NEMD":1.5,"NGHT":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"NELS":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VEXC":1.5,"VGIT":1.5,"BIL":1.5,"BOND":1.5,"BSV":1.5,"DBND":1.5,"EBUF":1.5,"EDV":1.5,"EMPB":1.5,"FAZ":1.5,"FEM":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"AGG":1.5,"HMOP":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"JULD":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUNX":1.5,"MYCN":1.5},"rights":null},{"id":965009,"article_id":"2662383032","title":"“AI央行”or“资产负债表即服务”质疑甚嚣尘上？英伟达叫停“收入分享换融资”模式","subtitle":"","subtitle_show":0,"pub_time":1787877280000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780512","is_publish_highlight":0,"symbols_score_info":{"NVDA":1.98,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ABFL":0.6,"AGOX":0.6,"AIFD":0.6,"AIPI":0.6,"ANV":0.6,"CHPX":0.6,"CLSE":0.6,"CMAG":0.6,"CNEQ":0.6,"DIPS":0.6,"EFIV":0.6,"ESLG":0.6,"ESUM":0.6,"FAI":0.6,"FDTX":0.6,"FTEC":0.6,"SNVDAmain":0.6,"GAMR":0.6,"IETC":0.6,"ILDR":0.6,"IXN":0.6,"JGRO":0.6,"LFGY":0.6,"METV":0.6,"NULC":0.6,"NVC":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"ROM":0.6,"SHOC":0.6,"SMH":0.6,"SMHX":0.6,"SNPE":0.6,"SNVD.UK":0.6,"SOXQ":0.6,"SOXX":0.6,"SOXY":0.6,"SPTE":0.6,"TEK":0.6,"THMR":0.6,"TRFK":0.6,"TTEQ":0.6,"TTXU":0.6,"TYLG":0.6,"USD":0.6,"USXF":0.6,"VGT":0.6,"VT":0.6,"WISE":0.6,"XLK":0.6},"rights":null},{"id":964969,"article_id":"2662034936","title":"OpenAI、Anthropic呼吁加强网络防御：AI能力提升加剧黑客攻击风险","subtitle":"","subtitle_show":0,"pub_time":1787876047000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780507","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"QTOC":1.5,"TSSD":1.5,"VTHR":1.5},"rights":null},{"id":964661,"article_id":"2662330640","title":"Marvell Q2营收同比增长37%超预期，Q3指引31.5亿美元远超预期","subtitle":"","subtitle_show":0,"pub_time":1787871905900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780501","is_publish_highlight":1,"symbols_score_info":{"MRVL":2,"MRVU":0.6,"MRVX":0.6,"MVLL":0.6,"UDN":0.87,"UUP":0.87},"rights":null},{"id":964747,"article_id":"2662036508","title":"SpaceX波动率大幅下降，马斯克再放豪言2033年营收达3.5万亿美元","subtitle":"","subtitle_show":0,"pub_time":1787867853000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780504","is_publish_highlight":1,"symbols_score_info":{"ELOL":0.6,"LOFD":0.6,"LOFF":0.6,"MARS":0.6,"ORBX":0.6,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCX":1.98,"SSPC":0.6,"WARP":0.6,"WSPC":0.6,"YSPC":0.6},"rights":null},{"id":964710,"article_id":"2662035103","title":"Anthropic IPO传关键进展：拟允许老股东“套现”，或延长锁定期，最快9月底上市","subtitle":"","subtitle_show":0,"pub_time":1787865352000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780500","is_publish_highlight":1,"symbols_score_info":{"FRHC":1.5,"IPOS":1.5,"KCE":1.5,"REDS":1.5},"rights":null},{"id":964699,"article_id":"2662359240","title":"沃什杰克逊霍尔讲话料乏善可陈，沃勒9月表态或更具交易价值","subtitle":"","subtitle_show":0,"pub_time":1787865236000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780503","is_publish_highlight":1,"symbols_score_info":{},"rights":null},{"id":964655,"article_id":"2662903370","title":"美国7月商品贸易逆差扩大超预期，创2025年3月以来新高","subtitle":"","subtitle_show":0,"pub_time":1787864131000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780497","is_publish_highlight":1,"symbols_score_info":{"CWC":0.67,"FWD":0.67,"NBDS":0.67,"TECY":0.67},"rights":null},{"id":964518,"article_id":"2662800990","title":"国晟科技上半年营收增长12%，亏损收窄，第四大股东\"鑫多多\"大幅减持｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787860639000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780492","is_publish_highlight":1,"symbols_score_info":{"603778":1.5},"rights":null},{"id":964521,"article_id":"2662098080","title":"瞄准委内瑞拉9000万桶储量油田！美国据称接近达成“大规模”协议","subtitle":"","subtitle_show":0,"pub_time":1787860629000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780493","is_publish_highlight":1,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.73,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.73,"DWT":0.6,"ERX":0.9,"FAAR":0.73,"FBZ":0.73,"FLBR":0.73,"FTXN":0.9,"BZmain":0.6,"CLmain":0.82,"MCLmain":0.73,"QMmain":0.82,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXE":0.9,"PXJ":0.9,"SCO":0.82,"UCO":0.82,"UGA":0.73,"USE":0.9,"USL":0.9,"USO":0.88,"USOI":0.9,"VDE":0.9,"WTIU":0.9,"XES":0.9,"XLE":0.9,"XOP":0.9},"rights":null},{"id":964507,"article_id":"2662080204","title":"边批评边买单！扎克伯格抨击Anthropic试图垄断，Meta却每年向其支付100亿美元","subtitle":"","subtitle_show":0,"pub_time":1787860375000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780490","is_publish_highlight":1,"symbols_score_info":{"AGIX":0.9,"AIPO":0.9,"ARTY":0.9,"CHAT":0.9,"QTOC":0.9,"VTHR":0.9},"rights":null},{"id":964481,"article_id":"2662550080","title":"399美元就玩转物理AI！Hugging Face发布“中国造”机器人“微型鸭”，可用强化学习教导摔倒后站起","subtitle":"","subtitle_show":0,"pub_time":1787858475000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780491","is_publish_highlight":1,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"KOMP":1.5,"PBOT":1.5,"QTOC":1.5,"ROBO":1.5,"UDN":1.5,"UUP":1.5,"VTHR":1.5},"rights":null},{"id":964476,"article_id":"2662080557","title":"票据贴现激增72%，长沙银行上半年维持“疲惫扩张”","subtitle":"","subtitle_show":0,"pub_time":1787858452000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780488","is_publish_highlight":1,"symbols_score_info":{"601577":1.5},"rights":null},{"id":964262,"article_id":"2662813990","title":"个人贷款不良冲上3.39%，透视青岛银行中报的“结构性裂痕”","subtitle":"","subtitle_show":0,"pub_time":1787845205000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780485","is_publish_highlight":1,"symbols_score_info":{"002948":1.5,"03866":1.5},"rights":null},{"id":964254,"article_id":"2662841081","title":"长川科技上半年营收同比增60%，归母净利大增126%，测试机放量成增长主引擎｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787845193000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780479","is_publish_highlight":1,"symbols_score_info":{"300604":1.5},"rights":null},{"id":964153,"article_id":"2662108646","title":"吞咽不良阵痛，上海银行拨备半年消耗近47个百分点","subtitle":"","subtitle_show":0,"pub_time":1787842046000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780482","is_publish_highlight":0,"symbols_score_info":{"601229":1.5},"rights":null},{"id":964031,"article_id":"2662856270","title":"美债投资者该关注法债了！策略师警告：预算争议再成为焦点，需高度警惕风险在欧洲传导","subtitle":"","subtitle_show":0,"pub_time":1787840045000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780478","is_publish_highlight":0,"symbols_score_info":{"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BSV":1.5,"CIVG":1.5,"DBND":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HMOP":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"MINT":1.5,"MUB":1.5,"MUNX":1.5,"MYCN":1.5,"NGHT":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTWY":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"WAMA":1.5,"XBIL":1.5,"ZROZ":1.5},"rights":null},{"id":964005,"article_id":"2662855980","title":"利息净收入逆势增19%、非息近乎腰斩，成都银行中报呈现“单腿跳”","subtitle":"","subtitle_show":0,"pub_time":1787840029000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780477","is_publish_highlight":0,"symbols_score_info":{"601838":1.5},"rights":null},{"id":963672,"article_id":"2662708808","title":"AI光环褪色？Alphabet市值三个月蒸发6920亿美元，投资者开始质疑AI前景","subtitle":"","subtitle_show":0,"pub_time":1787838907000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780474","is_publish_highlight":1,"symbols_score_info":{"CMAG":0.6,"CQTM":0.6,"EFIV":0.6,"FCOM":0.6,"GGLL":0.6,"GGLS":0.6,"GOGL":0.6,"GOOGL":1.97,"GOOL":0.6,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"GXPC":0.6,"ILDR":0.6,"LTL":0.6,"METV":0.6,"OGIG":0.6,"SKYY":0.6,"SNPE":0.6,"TRUC":0.6,"VOX":0.6,"XDAT":0.6,"XLC":0.6},"rights":null},{"id":963658,"article_id":"2662088218","title":"黑海粮食出口受阻，小麦期货飙升至三年新高","subtitle":"","subtitle_show":0,"pub_time":1787836972000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780473","is_publish_highlight":0,"symbols_score_info":{"DBA":1.5,"TAGS":1.5,"TILL":1.5,"WEAT":1.5,"WHTX":1.5,"WXET":1.5},"rights":null},{"id":963647,"article_id":"2662882150","title":"零售断臂求生、减值吃掉利润：西安银行的“止血”能撑多久？","subtitle":"","subtitle_show":0,"pub_time":1787836943000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780475","is_publish_highlight":0,"symbols_score_info":{"600928":1.5},"rights":null},{"id":963555,"article_id":"2662088834","title":"打破“SaaS末日论”！赛富时财报超预期，股价飙涨逾18%，机构大幅上调目标价","subtitle":"","subtitle_show":0,"pub_time":1787836208000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780466","is_publish_highlight":1,"symbols_score_info":{"CRM":2},"rights":null},{"id":963607,"article_id":"2662107088","title":"黄金\"小众市场\"意味着什么？高盛：每增加0.01%购买量，金价即上涨1.4%","subtitle":"","subtitle_show":0,"pub_time":1787835735000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780468","is_publish_highlight":0,"symbols_score_info":{"159831":1.5,"02840":1.5,"AAAU":1.5,"BAR":1.5,"BTGD":1.5,"CEF":1.5,"CERY":1.5,"CMDT":1.5,"DBC":1.5,"DGP":1.5,"DUST":1.5,"EPU":1.5,"FAAR":1.5,"FGLD":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NANR":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"PYZ":1.5,"RING":1.5,"SGDJ":1.5,"SGDM":1.5,"SGOL":1.5,"UGL":1.5,"UGLD":1.5,"USG":1.5,"UYM":1.5,"VGFPF":1.5,"XLBI":1.5,"XME":1.5},"rights":null},{"id":963458,"article_id":"2662326700","title":"伊朗阿曼外交斡旋初现成效，霍尔木兹海峡运输量悄然恢复至战前75%水平","subtitle":"","subtitle_show":0,"pub_time":1787834215000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780465","is_publish_highlight":0,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.87,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.9,"DWT":0.6,"ERX":0.9,"FAAR":0.65,"FBZ":0.65,"FLBR":0.65,"FTXN":0.9,"BZmain":0.6,"CLmain":0.9,"MCLmain":0.65,"QMmain":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXE":0.9,"PXJ":0.9,"SCO":0.9,"UCO":0.9,"UDN":0.76,"UGA":0.87,"USE":0.9,"USL":0.9,"USO":0.9,"USOI":0.9,"UUP":0.76,"VDE":0.9,"WTIU":0.9,"XES":0.9,"XOP":0.9},"rights":null},{"id":963187,"article_id":"2662704935","title":"美国堪萨斯城联储主席：当前利率可能仍偏宽松，中期选举不会影响10月决策","subtitle":"","subtitle_show":0,"pub_time":1787833232000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780455","is_publish_highlight":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":963368,"article_id":"2662078987","title":"胜宏科技上半年净利润同比增长33.30%，H股上市推动总资产近翻倍 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787832807000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780462","is_publish_highlight":0,"symbols_score_info":{"300476":1.5,"02476":1.5,"IPOS":1.5},"rights":null},{"id":963337,"article_id":"2662702452","title":"B站2026上半年营收增7.6%：广告大涨扛压，游戏同比下滑","subtitle":"","subtitle_show":0,"pub_time":1787832280000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780461","is_publish_highlight":0,"symbols_score_info":{"09626":1.98,"BILI":1.98},"rights":null},{"id":963384,"article_id":"2662821707","title":"锂价回暖叠加产能释放，天齐锂业上半年营收增长153%，净利润暴增近50倍 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787832240000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780460","is_publish_highlight":0,"symbols_score_info":{"002466":1.5,"09696":1.5,"BATT":1.5,"CARU":1.5,"CARZ":1.5,"CLNR":1.5,"CRSH":1.5,"DRIV":1.5,"ECH":1.5,"EKAR":1.5,"EMET":1.5,"EVAV":1.5,"EVMT":1.5,"FDRV":1.5,"IBAT":1.5,"IDRV":1.5,"ILIT":1.5,"ION":1.5,"ISTM":1.5,"LIMI":1.5,"LIT":1.5,"LITP":1.5,"PWER":1.5,"QCLN":1.5,"RIVC":1.5,"SMOG":1.5,"TESC":1.5,"TESL":1.5,"TSDD":1.5,"TSL":1.5,"TSLG":1.5,"TSLP":1.5,"TSLQ":1.5,"TSLS":1.5,"TSLT":1.5,"TSLW":1.5,"TSLY":1.5,"TSLZ":1.5,"TSYY":1.5,"WATS":1.5,"WBAT":1.5,"ZSB":1.5},"rights":null},{"id":963340,"article_id":"2662024507","title":"理想汽车换代期：纯电撑起销量，利润修复仍待新品兑现","subtitle":"","subtitle_show":0,"pub_time":1787831619000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780459","is_publish_highlight":0,"symbols_score_info":{"02015":1.99,"EVS.SI":0.6,"LI":1.99},"rights":null},{"id":961360,"article_id":"2662178777","title":"代理AI爆发之际，英伟达明年指引保守了！","subtitle":"","subtitle_show":0,"pub_time":1787830800000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780438","is_publish_highlight":1,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ABFL":0.6,"AGOX":0.6,"AIFD":0.6,"AIPI":0.6,"ANV":0.6,"CHPX":0.6,"CLSE":0.6,"CMAG":0.6,"CNEQ":0.6,"DIPS":0.6,"EFIV":0.6,"ESLG":0.6,"ESUM":0.6,"FAI":0.6,"FDTX":0.6,"FTEC":0.6,"SNVDAmain":0.6,"GAMR":0.6,"IETC":0.6,"ILDR":0.6,"IXN":0.6,"JGRO":0.6,"LFGY":0.6,"METV":0.6,"NULC":0.6,"NVC":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"ROM":0.6,"SHOC":0.6,"SMH":0.6,"SMHX":0.6,"SNPE":0.6,"SNVD.UK":0.6,"SOXQ":0.6,"SOXX":0.6,"SOXY":0.6,"SPTE":0.6,"TEK":0.6,"THMR":0.6,"TRFK":0.6,"TTEQ":0.6,"TTXU":0.6,"TYLG":0.6,"USD":0.6,"USXF":0.6,"VGT":0.6,"VT":0.6,"WISE":0.6,"XLK":0.6},"rights":null},{"id":963222,"article_id":"2662704477","title":"AI算力浪潮推动，协创数据2026年上半年营收暴增153%，净利润狂飙325% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787830653000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780456","is_publish_highlight":0,"symbols_score_info":{"300857":1.5,"AIO":1.5,"WDAI":1.5,"WISE":1.5},"rights":null},{"id":963164,"article_id":"2662704632","title":"沃什杰克逊霍尔首秀在即，美元看涨对冲比例冲上57%","subtitle":"","subtitle_show":0,"pub_time":1787830152000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780454","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":963104,"article_id":"2662970179","title":"香农芯创上半年营收同比增252%，净利润暴增2207%，存储业务成为新引擎｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787830084000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780452","is_publish_highlight":0,"symbols_score_info":{"300475":1.5},"rights":null},{"id":963156,"article_id":"2662048847","title":"创6年来最大跌幅！新兴市场“恐慌指数”回落至25%，韩股杠杆出清释放冷静信号","subtitle":"","subtitle_show":0,"pub_time":1787830065000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780453","is_publish_highlight":0,"symbols_score_info":{".SPX":1.9,"00005":1.84,"03145":0.6,"ADVE":0.6,"AIQ":0.6,"ASIA":0.6,"AVEM":0.6,"AVSE":0.6,"AVXC":0.6,"BAI":0.6,"BLOX":0.6,"CGDG":0.6,"CGGO":0.6,"CGIC":0.6,"CGNG":0.6,"CHPX":0.6,"CNEQ":0.6,"CORO":0.6,"CWI":0.6,"EEM":1.85,"EMC":0.6,"EMM":0.6,"ESIM":0.6,"FDTX":0.6,"VXMmain":0.6,"HSBC":1.84,"HSBH":0.6,"KNOW":0.6,"MEMX":0.6,"SMH":0.6,"SPTE":0.6,"SPWO":0.6,"STSM":0.6,"SVOL":0.6,"TEK":0.6,"TINS":0.6,"TSM":1.82,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"TTEQ":0.6,"TVIXF":0.6,"TWSC":0.6,"UMMA":0.6,"USMV":0.6,"UVXY":1.75,"VVIX":0.6,"VXZ":0.6,"VYLD":0.6,"WUGI":0.6},"rights":null},{"id":962997,"article_id":"2662709084","title":"高端化转型加速，风华高科上半年净利大增74%，现金流却降逾五成｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787828812000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780450","is_publish_highlight":0,"symbols_score_info":{"159399":1.5,"000636":1.5,"SPHQ":1.5},"rights":null},{"id":962825,"article_id":"2662546706","title":"哔哩哔哩Q2净利大增55%，广告成增长引擎，毛利率连续16季改善｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1787827086000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780447","is_publish_highlight":0,"symbols_score_info":{"09626":1.97,"BILI":1.97},"rights":null},{"id":962994,"article_id":"2662709037","title":"拆解太保2026年中期答卷：新业务价值增长12.7%，管理资产规模突破4万亿","subtitle":"","subtitle_show":0,"pub_time":1787825144000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780451","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":961489,"article_id":"2662770179","title":"OPEC+产量份额降至40%，油市主导权迎结构性转移","subtitle":"","subtitle_show":0,"pub_time":1787823932000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780445","is_publish_highlight":1,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":961403,"article_id":"2662777761","title":"欧洲LNG价格飙升至逾三年高位，霍尔木兹海峡断供阴云笼罩冬季供应","subtitle":"","subtitle_show":0,"pub_time":1787823037000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780443","is_publish_highlight":0,"symbols_score_info":{"PBOG":1.5},"rights":null},{"id":961201,"article_id":"2662577215","title":"英伟达已是AI界“央行”？亮眼财报背后，5300亿美元表外承诺浮现，信用市场高度警惕","subtitle":"","subtitle_show":0,"pub_time":1787822451000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780435","is_publish_highlight":1,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ABFL":0.6,"AGOX":0.6,"AIFD":0.6,"AIPI":0.6,"ANV":0.6,"CHPX":0.6,"CLSE":0.6,"CMAG":0.6,"CNEQ":0.6,"DIPS":0.6,"EFIV":0.6,"ESLG":0.6,"ESUM":0.6,"FAI":0.6,"FDTX":0.6,"FTEC":0.6,"SNVDAmain":0.6,"GAMR":0.6,"IETC":0.6,"ILDR":0.6,"IXN":0.6,"JGRO":0.6,"LFGY":0.6,"METV":0.6,"NULC":0.6,"NVC":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"ROM":0.6,"SHOC":0.6,"SMH":0.6,"SMHX":0.6,"SNPE":0.6,"SNVD.UK":0.6,"SOXQ":0.6,"SOXX":0.6,"SOXY":0.6,"SPTE":0.6,"TEK":0.6,"THMR":0.6,"TRFK":0.6,"TTEQ":0.6,"TTXU":0.6,"TYLG":0.6,"USD":0.6,"USXF":0.6,"VGT":0.6,"VT":0.6,"WISE":0.6,"XLK":0.6},"rights":null},{"id":961190,"article_id":"2662077248","title":"绩后涨超16%，翰森的增长从哪里来？","subtitle":"","subtitle_show":0,"pub_time":1787821087000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780441","is_publish_highlight":0,"symbols_score_info":{"03692":1.5},"rights":null},{"id":961399,"article_id":"2662767777","title":"奇瑞造了一辆“慢成车”","subtitle":"","subtitle_show":0,"pub_time":1787820391000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780442","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":959304,"article_id":"2662977341","title":"高盛：英伟达27年指引大超预期，毛利率“靴子落地”，上调目标价至300美元","subtitle":"","subtitle_show":0,"pub_time":1787813482300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3780418","is_publish_highlight":1,"symbols_score_info":{"NVDA":2},"rights":null},{"id":959343,"article_id":"2662756547","title":"智己“无方向盘”测试车曝光","subtitle":"","subtitle_show":0,"pub_time":1787812453000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780425","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":959349,"article_id":"2662775659","title":"铠侠宣布在日本建第三座晶圆厂，联手闪迪扩产NAND闪存","subtitle":"","subtitle_show":0,"pub_time":1787812052000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3780419","is_publish_highlight":0,"symbols_score_info":{"CNAV":0.6,"COWG":0.6,"DISK":0.6,"FCUS":0.6,"FSMD":0.6,"OPTZ":0.6,"PTF":0.6,"QQQG":0.6,"SCHA":0.6,"SCHM":0.6,"SNDC":0.6,"SNDG":0.6,"SNDK":1.91,"SNDQ":0.6,"SNDU":0.6,"SNXX":0.6,"TMSL":0.6},"rights":null}],"views":[],"tweetList":[{"id":575869390493288,"gmtCreate":1781601401044,"gmtModify":1781604069945,"author":{"id":"4204818795581912","authorId":"4204818795581912","name":"Invests no gambling","avatar":"https://community-static.tradeup.com/news/36fa51bb4b75c0adc6108bf97e8a90fe","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204818795581912","idStr":"4204818795581912"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575869390493288","repostId":"2643373567","repostType":2,"repost":{"id":"2643373567","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1781599906,"share":"https://ttm.financial/m/news/2643373567?lang=en_US&edition=fundamental","pubTime":"2026-06-16 16:51","market":"sg","language":"zh","title":"Citrini: AMD and Apple are both betting on flash memory to replace DRAM, and memory costs may fall 55 times","url":"https://stock-news.laohu8.com/highlight/detail?id=2643373567","media":"华尔街见闻","summary":"面对DRAM暴涨，AI存储向低成本闪存转移。AMD收购MEXT将AI驱动闪存技术引入数据中心，苹果推进端侧闪存方案。巨头看重闪存成本仅为DRAM的1/55，正重构AI存储架构。","content":"<p><html><head></head><body><p style=\"text-align: left;\">The reliance on expensive DRAM for AI inference is loosening.<a href=\"https://laohu8.com/S/AMD\">AMD</a>Announced the acquisition of memory optimization company MEXT to bring AI-driven flash memory optimization technology to data centers. This marks that AI storage architecture is undergoing a structural migration, and the core driver is only one number:<strong>Flash costs only 1/55 of DRAM.</strong></p><p><p style=\"text-align: left;\">On Monday, AMD announced the completion of its acquisition of MEXT for an undisclosed amount. AI-driven predictive memory technology developed by MEXT aims to make flash memory behave closer to DRAM, expanding the available memory capacity while maintaining performance and efficiency. AMD said the acquisition will expand its AI portfolio to help data center customers improve performance, reduce total cost of ownership and accelerate workload deployment. \"The demand for memory is growing in every category of enterprise computing,\" AMD said in a statement.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a86b38617b68e608382e6d8db9bf1389\" data-align=\"center\" tg-width=\"1024\" tg-height=\"755\"/><span></span></p><p><p style=\"text-align: left;\">The news of the acquisition spurred AMD shares to rise 7.7% to $550.75 on Monday, as the market capitalization approached the $900 billion mark, and the overall S&P 500 index rose 1.8% on the day. AMD's cumulative gain this year has reached 323%. Citi upgraded AMD to Buy from Neutral last Friday and raised its price target to $575 from $460.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe5a732905489dfc96d3c249e9bea543\" data-align=\"center\" tg-width=\"882\" tg-height=\"984\"/><span></span></p><p><p style=\"text-align: left;\">It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The \"LLM in a Flash\" end-side scheme began as early as 2024. Behind this layout is the intensifying DRAM supply crisis. According to TrendForce data, high bandwidth memory (HBM) already accounts for about a quarter of all DRAM wafer production capacity, and DRAM contract prices skyrocketed by about 90% quarter-on-quarter in the first quarter of 2026. Citrini Research pointed out that,<strong>The demand for AI storage is so large that it needs to be undertaken by multi-layer architectures. Flash memory does not replace HBM, but undertakes the overflow demand in the capacity dimension</strong>— — This architectural restructuring is repricing the entire AI storage industry chain.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7db9e832d1e323bc33ae1b899213dd97\" data-align=\"center\" tg-width=\"1024\" tg-height=\"825\"/><span></span></p><p><h2 style=\"text-align: left;\">Memory tax crisis: bottlenecks spread from AI to the whole economy</h2><p style=\"text-align: left;\">According to<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Shawn Kim's team judged earlier this month,<strong>Soaring memory prices and supply scarcity are evolving into full-blown risks to the digital economy,</strong>\"From bottlenecks in AI infrastructure, it spreads to hardware margins, device affordability, cloud costs, inflation and even policy.\" This pressure has been backed up by concrete cases: Xbox CEO Asha Sharma said last week that memory costs have risen about fivefold over the past two years, preventing the company from producing the number of gaming consoles consumers need.</p><p><p style=\"text-align: left;\">HBM's continued encroachment into DRAM capacity is a central driver of this crisis. According to TrendForce<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>SK Hynix,<a href=\"https://laohu8.com/S/MU\">Micron</a>According to the disclosure data of manufacturers, HBM's proportion in DRAM wafer production capacity has climbed from 2% in 2020 to 25% estimated in 2026. Very large-scale cloud vendors pre-purchase future wafer output with multi-year contracts, further compressing the available production capacity of standard chips for mobile phones and PCs.</p><p><p style=\"text-align: left;\">The construction of new DRAM capacity also faces structural constraints. Production expansion relies on EUV lithography to print finer linewidths, with each EUV device selling for about $200 million, and investment in a new fab is easy<a href=\"https://laohu8.com/S/SBAY\">tens of billions</a>US dollars, and the construction period will take years in smooth circumstances. This supply rigidity is the fundamental reason for the sustainability of this round of shortage.</p><p><h2 style=\"text-align: left;\">55x Cost Difference: The Economic Logic of Flash Replacement</h2><p style=\"text-align: left;\">According to Citrini Research,<strong>Flash costs about 1/55 of DRAM per bit — about $0.05 per GB for QLC NAND, $2.75 for DDR5 DRAM, and up to $15 for HBM3E.</strong>The available space for this spread lies in the largest single memory consumption in AI inference-the KV cache (which records the context of all previous tags in each generation step of the model, which can grow to hundreds of GB in long conversations) -which requires read speed far less than the decoding path of the model weight. For this kind of sequential data reading, the speed advantage of DRAM narrows significantly, while the capacity advantage of flash memory is fully reflected.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f9b061541f243d013842840b2a9af30\" data-align=\"center\" tg-width=\"1024\" tg-height=\"671\"/><span></span></p><p><p style=\"text-align: left;\">The expansion path of flash memory is also essentially different from that of DRAM. Flash increases capacity by stacking more cell layers vertically, relying on deposition and etching processes already available in existing plants, eliminating the need for new lithography nodes and taking up no EUV resources. Flash controllers are produced based on mature 6/7 nanometer processes, far from the bottleneck nodes that are restricting advanced processes.</p><p><p style=\"text-align: left;\">The previously published paper \"LLM in a Flash\" by Apple researchers provides methodological support: by storing the parameters of large language models in the device Flash memory and retrieving them to DRAM on demand, the model exceeding the upper limit of DRAM capacity can be run on the device with limited DRAM capacity, and the inference speed is 4 to 5 times and 20 to 25 times faster than the naive loading mode on the CPU and GPU respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b87a29aa7ba0ff023c247b4f54e9951\" data-align=\"center\" tg-width=\"1024\" tg-height=\"630\"/><span></span></p><p><h2 style=\"text-align: left;\">Two paths: synchronous evolution of data center and end-side</h2><p style=\"text-align: left;\">AMD's acquisition focuses on data center scenarios. By integrating MEXT technology into AMD's data center portfolio, AMD seeks to help enterprise customers increase resource efficiency and reduce costs in AI workload deployments. Morgan Stanley's Shawn Kim team believes that despite the persistent memory shortage, AMD still has structural advantages in the competitive landscape of the cloud market-\"the demand for CPUs driven by agent AI is structurally conducive to the expansion of AMD's cloud market share.\" Citi's optimistic prediction for AMD is more based on its GPU sales and<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Positive competitive situation.</p><p><p style=\"text-align: left;\">The apple's path is on the side of the end. The \"LLM in a Flash\" scheme partly shifts the dependence of model reasoning on expensive cloud memory to the local Flash memory of the device, which reduces the cost of cloud computing and provides feasible memory architecture support for end-side AI applications.</p><p><p style=\"text-align: left;\">According to Citrini Research, the two major paths together point to the same conclusion:<strong>The memory level of AI reasoning is being reconstructed, and low-frequency KV cache, model weight and end-side data will gradually sink from high-priced HBM/DRAM to NAND Flash/SSD layer, forming a multi-level storage architecture.</strong></p><p><p style=\"text-align: left;\">This structural transformation is forming a multi-level transmission effect along the industrial chain. According to Citrini Research, the most direct beneficiary layer is the original NAND factory. High-capacity NAND, enterprise SSD and QLC NAND are the purest directions, including SanDisk,<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>Micron and Kioxia.</p><p><p style=\"text-align: left;\">The SSD controller layer is considered to be the most persistent-the core of bringing flash really close to the memory experience lies in the controller, firmware, and NVMe architecture optimization, involving<a href=\"https://laohu8.com/S/SIMO\">Silicon Motion</a>Marvell, et al. The CXL/PCIe high-speed interconnect layer also benefits.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Citrini: AMD and Apple are both betting on flash memory to replace DRAM, and memory costs may fall 55 times</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCitrini: AMD and Apple are both betting on flash memory to replace DRAM, and memory costs may fall 55 times\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-06-16 16:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">The reliance on expensive DRAM for AI inference is loosening.<a href=\"https://laohu8.com/S/AMD\">AMD</a>Announced the acquisition of memory optimization company MEXT to bring AI-driven flash memory optimization technology to data centers. This marks that AI storage architecture is undergoing a structural migration, and the core driver is only one number:<strong>Flash costs only 1/55 of DRAM.</strong></p><p><p style=\"text-align: left;\">On Monday, AMD announced the completion of its acquisition of MEXT for an undisclosed amount. AI-driven predictive memory technology developed by MEXT aims to make flash memory behave closer to DRAM, expanding the available memory capacity while maintaining performance and efficiency. AMD said the acquisition will expand its AI portfolio to help data center customers improve performance, reduce total cost of ownership and accelerate workload deployment. \"The demand for memory is growing in every category of enterprise computing,\" AMD said in a statement.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a86b38617b68e608382e6d8db9bf1389\" data-align=\"center\" tg-width=\"1024\" tg-height=\"755\"/><span></span></p><p><p style=\"text-align: left;\">The news of the acquisition spurred AMD shares to rise 7.7% to $550.75 on Monday, as the market capitalization approached the $900 billion mark, and the overall S&P 500 index rose 1.8% on the day. AMD's cumulative gain this year has reached 323%. Citi upgraded AMD to Buy from Neutral last Friday and raised its price target to $575 from $460.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe5a732905489dfc96d3c249e9bea543\" data-align=\"center\" tg-width=\"882\" tg-height=\"984\"/><span></span></p><p><p style=\"text-align: left;\">It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The \"LLM in a Flash\" end-side scheme began as early as 2024. Behind this layout is the intensifying DRAM supply crisis. According to TrendForce data, high bandwidth memory (HBM) already accounts for about a quarter of all DRAM wafer production capacity, and DRAM contract prices skyrocketed by about 90% quarter-on-quarter in the first quarter of 2026. Citrini Research pointed out that,<strong>The demand for AI storage is so large that it needs to be undertaken by multi-layer architectures. Flash memory does not replace HBM, but undertakes the overflow demand in the capacity dimension</strong>— — This architectural restructuring is repricing the entire AI storage industry chain.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7db9e832d1e323bc33ae1b899213dd97\" data-align=\"center\" tg-width=\"1024\" tg-height=\"825\"/><span></span></p><p><h2 style=\"text-align: left;\">Memory tax crisis: bottlenecks spread from AI to the whole economy</h2><p style=\"text-align: left;\">According to<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Shawn Kim's team judged earlier this month,<strong>Soaring memory prices and supply scarcity are evolving into full-blown risks to the digital economy,</strong>\"From bottlenecks in AI infrastructure, it spreads to hardware margins, device affordability, cloud costs, inflation and even policy.\" This pressure has been backed up by concrete cases: Xbox CEO Asha Sharma said last week that memory costs have risen about fivefold over the past two years, preventing the company from producing the number of gaming consoles consumers need.</p><p><p style=\"text-align: left;\">HBM's continued encroachment into DRAM capacity is a central driver of this crisis. According to TrendForce<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>SK Hynix,<a href=\"https://laohu8.com/S/MU\">Micron</a>According to the disclosure data of manufacturers, HBM's proportion in DRAM wafer production capacity has climbed from 2% in 2020 to 25% estimated in 2026. Very large-scale cloud vendors pre-purchase future wafer output with multi-year contracts, further compressing the available production capacity of standard chips for mobile phones and PCs.</p><p><p style=\"text-align: left;\">The construction of new DRAM capacity also faces structural constraints. Production expansion relies on EUV lithography to print finer linewidths, with each EUV device selling for about $200 million, and investment in a new fab is easy<a href=\"https://laohu8.com/S/SBAY\">tens of billions</a>US dollars, and the construction period will take years in smooth circumstances. This supply rigidity is the fundamental reason for the sustainability of this round of shortage.</p><p><h2 style=\"text-align: left;\">55x Cost Difference: The Economic Logic of Flash Replacement</h2><p style=\"text-align: left;\">According to Citrini Research,<strong>Flash costs about 1/55 of DRAM per bit — about $0.05 per GB for QLC NAND, $2.75 for DDR5 DRAM, and up to $15 for HBM3E.</strong>The available space for this spread lies in the largest single memory consumption in AI inference-the KV cache (which records the context of all previous tags in each generation step of the model, which can grow to hundreds of GB in long conversations) -which requires read speed far less than the decoding path of the model weight. For this kind of sequential data reading, the speed advantage of DRAM narrows significantly, while the capacity advantage of flash memory is fully reflected.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f9b061541f243d013842840b2a9af30\" data-align=\"center\" tg-width=\"1024\" tg-height=\"671\"/><span></span></p><p><p style=\"text-align: left;\">The expansion path of flash memory is also essentially different from that of DRAM. Flash increases capacity by stacking more cell layers vertically, relying on deposition and etching processes already available in existing plants, eliminating the need for new lithography nodes and taking up no EUV resources. Flash controllers are produced based on mature 6/7 nanometer processes, far from the bottleneck nodes that are restricting advanced processes.</p><p><p style=\"text-align: left;\">The previously published paper \"LLM in a Flash\" by Apple researchers provides methodological support: by storing the parameters of large language models in the device Flash memory and retrieving them to DRAM on demand, the model exceeding the upper limit of DRAM capacity can be run on the device with limited DRAM capacity, and the inference speed is 4 to 5 times and 20 to 25 times faster than the naive loading mode on the CPU and GPU respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b87a29aa7ba0ff023c247b4f54e9951\" data-align=\"center\" tg-width=\"1024\" tg-height=\"630\"/><span></span></p><p><h2 style=\"text-align: left;\">Two paths: synchronous evolution of data center and end-side</h2><p style=\"text-align: left;\">AMD's acquisition focuses on data center scenarios. By integrating MEXT technology into AMD's data center portfolio, AMD seeks to help enterprise customers increase resource efficiency and reduce costs in AI workload deployments. Morgan Stanley's Shawn Kim team believes that despite the persistent memory shortage, AMD still has structural advantages in the competitive landscape of the cloud market-\"the demand for CPUs driven by agent AI is structurally conducive to the expansion of AMD's cloud market share.\" Citi's optimistic prediction for AMD is more based on its GPU sales and<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Positive competitive situation.</p><p><p style=\"text-align: left;\">The apple's path is on the side of the end. The \"LLM in a Flash\" scheme partly shifts the dependence of model reasoning on expensive cloud memory to the local Flash memory of the device, which reduces the cost of cloud computing and provides feasible memory architecture support for end-side AI applications.</p><p><p style=\"text-align: left;\">According to Citrini Research, the two major paths together point to the same conclusion:<strong>The memory level of AI reasoning is being reconstructed, and low-frequency KV cache, model weight and end-side data will gradually sink from high-priced HBM/DRAM to NAND Flash/SSD layer, forming a multi-level storage architecture.</strong></p><p><p style=\"text-align: left;\">This structural transformation is forming a multi-level transmission effect along the industrial chain. According to Citrini Research, the most direct beneficiary layer is the original NAND factory. High-capacity NAND, enterprise SSD and QLC NAND are the purest directions, including SanDisk,<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>Micron and Kioxia.</p><p><p style=\"text-align: left;\">The SSD controller layer is considered to be the most persistent-the core of bringing flash really close to the memory experience lies in the controller, firmware, and NVMe architecture optimization, involving<a href=\"https://laohu8.com/S/SIMO\">Silicon Motion</a>Marvell, et al. The CXL/PCIe high-speed interconnect layer also benefits.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a86b38617b68e608382e6d8db9bf1389","relate_stocks":{"LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","BK4501":"段永平概念","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4505":"高瓴资本持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","AAPL":"苹果","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","APLY":"AAPL期权收益策略ETF-YieldMax","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4512":"苹果概念","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4515":"5G概念","BK4592":"伊斯兰概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4585":"ETF&股票定投概念","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999002232.USD":"Allianz Global High Payout USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4588":"碎股","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4170":"电脑硬件、储存设备及电脑周边","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4598":"佩洛西持仓","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1046421795.USD":"富达环球科技A-ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0072462426.USD":"贝莱德全球配置 A2","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4605":"半导体精选","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","AAPB":"2倍做多AAPL ETF-GraniteShares","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","AAPD":"1倍做空AAPL ETF-Direxion","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4571":"数字音乐概念","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","BK4576":"AR","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","AAPU":"2倍做多AAPL ETF-Direxion","BK4575":"芯片概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","AAPW":"AAPL周配息ETF-Roundhill","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","AAPX":"2倍做多Apple ETF-T-Rex","BK4612":"AI芯片","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","AAPY":"AAPL收益溢价策略ETF-Kurv","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","BK4579":"人工智能","BK4614":"Manus概念股","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4574":"无人驾驶","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4573":"虚拟现实","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","BK4581":"高盛持仓","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4141":"半导体产品","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","BK4566":"资本集团","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0109392836.USD":"富兰克林科技股A","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","AMD":"美国超微公司","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4543":"AI","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","BK4554":"元宇宙及AR概念","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4553":"喜马拉雅资本持仓","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4559":"巴菲特持仓","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4550":"红杉资本持仓","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","AMDD":"1倍做空AMD ETF-Direxion","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4529":"IDC概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","AMDG":"2倍做多AMD ETF- Leverage Shares","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","AMDL":"2倍做多AMD ETF-GraniteShares","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","DAMD":"2倍做空AMD ETF-Defiance","AMDS":"GRANITESHARES 1X SHORT AMD DAILY ETF","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","AMDU":"Defiance Leveraged Long + Income AMD ETF","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","AMDW":"Roundhill AMD WeeklyPay ETF","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","AMDY":"AMD期权收益策略ETF-YieldMax","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4527":"明星科技股","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4532":"文艺复兴科技持仓","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4534":"瑞士信贷持仓","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","AMUU":"2倍做多AMD ETF-Direxion","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","AMYY":"GraniteShares YieldBOOST AMD ETF","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","BK4507":"流媒体概念","SG9999014542.SGD":"United Income Focus Trust Acc SGD"},"source_url":"https://wallstreetcn.com/articles/3774784","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643373567","content_text":"AI推理对昂贵DRAM的依赖正在松动。AMD宣布收购内存优化公司MEXT，将AI驱动的闪存优化技术引入数据中心。这标志着AI存储架构正在经历一场结构性迁移，而核心驱动力只有一个数字：闪存成本仅为DRAM的1/55。周一，AMD宣布以未披露金额完成对MEXT的收购。MEXT开发的AI驱动预测内存技术，旨在让闪存的行为更接近DRAM，在维持性能与效率的同时扩展可用内存容量。AMD表示，此次收购将扩充其AI产品组合，帮助数据中心客户提升性能、降低总拥有成本并加速工作负载部署。\"对内存的需求正在企业计算的每个品类中增长，\"AMD在声明中称。收购消息刺激AMD股价周一上涨7.7%至550.75美元，市值逼近9000亿美元关口，当日S&P 500指数整体上涨1.8%。AMD今年以来累计涨幅已达323%。花旗上周五将AMD评级从中性上调至买入，目标价从460美元上调至575美元。值得注意的是，苹果早在2024年就开始推进\"LLM in a Flash\"端侧方案。这一布局背后，是愈演愈烈的DRAM供给危机。据TrendForce数据，高带宽内存（HBM）已占全部DRAM晶圆产能的约四分之一，DRAM合约价格在2026年第一季度单季环比暴涨约90%。Citrini Research指出，AI存储需求已大到需要多层架构共同承接，闪存并非取代HBM，而是在容量维度承接溢出需求——这场架构重构正在重新定价整条AI存储产业链。内存税危机：瓶颈从AI蔓延至全经济据摩根士丹利分析师Shawn Kim团队本月早些时候的判断，内存价格飙升和供应稀缺正演变为数字经济的全面风险，\"从AI基础设施的瓶颈，蔓延至硬件利润率、设备可负担性、云成本、通胀乃至政策层面。\"这一压力已有具体案例佐证：Xbox首席执行官Asha Sharma上周表示，内存成本在过去两年间上涨了约五倍，导致公司无法生产消费者所需数量的游戏主机。HBM对DRAM产能的持续蚕食是这场危机的核心驱动。据TrendForce及三星、SK海力士、美光等厂商的披露数据，HBM在DRAM晶圆产能中的占比已从2020年的2%攀升至2026年预估的25%。超大规模云厂商以多年期合同预购未来晶圆产出，进一步压缩了面向手机和PC的标准芯片可用产能。新增DRAM产能的建设同样面临结构性制约。扩产依赖EUV光刻机印制更精细线宽，每台EUV设备售价高达约2亿美元，一座新晶圆厂的投资动辄数百亿美元，建设周期在顺利情况下也需数年。这一供给刚性，正是本轮短缺具备持续性的根本原因。55倍成本差：闪存替代的经济逻辑据Citrini Research测算，闪存的每比特成本约为DRAM的1/55——QLC NAND约为每GB 0.05美元，DDR5 DRAM约为2.75美元，HBM3E则高达15美元。这一价差的可利用空间，在于AI推理中最大的单一内存消耗——KV缓存（记录模型每次生成步骤中所有先前标记的上下文，长对话中可增长至数百GB）——对读取速度的要求远低于模型权重的解码路径。对于此类顺序读取数据，DRAM的速度优势大幅收窄，而闪存的容量优势则充分体现。闪存的扩容路径也与DRAM存在本质区别。闪存通过垂直堆叠更多单元层来增加容量，依赖现有工厂已有的沉积和刻蚀工艺，无需新的光刻节点，不占用EUV资源。闪存控制器基于成熟的6/7纳米制程生产，远离正在制约先进制程的瓶颈节点。苹果研究人员此前发表的论文\"LLM in a Flash\"提供了方法论支撑：通过将大语言模型参数存储于设备闪存、按需调取至DRAM的方式，可在DRAM容量受限的设备上运行超出其容量上限的模型，并在CPU和GPU上分别实现比朴素加载方式快4至5倍和20至25倍的推理速度。两条路径：数据中心与端侧同步演进AMD的收购聚焦数据中心场景。通过将MEXT技术整合至AMD数据中心产品组合，AMD寻求帮助企业客户在AI工作负载部署中提升资源利用效率并压缩成本。摩根士丹利Shawn Kim团队认为，尽管内存短缺持续，AMD在云端市场竞争格局上仍具结构性优势——\"代理式AI驱动的CPU需求在结构上有利于AMD在云端市场份额的扩张。\"花旗对AMD的乐观预判则更多基于其GPU销售与英伟达的正面竞争态势。苹果的路径则落子端侧。\"LLM in a Flash\"方案将模型推理对昂贵云端内存的依赖部分转移至设备本地闪存，在降低云端运算成本的同时，为端侧AI应用提供可行的内存架构支撑。据Citrini Research，两大路径共同指向同一结论：AI推理的内存层级正在重构，低频KV缓存、模型权重及端侧数据，将逐步从高价的HBM/DRAM下沉至NAND Flash/SSD层，形成多层次存储架构。这一架构转变正沿产业链形成多层次的传导效应。据Citrini Research梳理，最直接的受益层是NAND原厂，高容量NAND、企业级SSD及QLC NAND为最纯粹的方向，包括SanDisk、西部数据、美光及铠侠。SSD控制器层被认为持续性最强——让闪存真正接近内存体验的核心在于控制器、固件与NVMe架构优化，涉及Silicon Motion、Marvell等。CXL/PCIe高速互联层亦受益。","news_type":1,"symbols_score_info":{"AMYY":0.6,"AMDD":0.6,"AAPB":0.6,"DAMD":0.6,"AMD":1.96,"AMDW":0.6,"AMUU":0.6,"AMDS":0.6,"AMDL":0.6,"AAPL":1.89,"APLY":0.6,"AAPY":0.6,"AMDG":0.6,"AMDY":0.6,"AAPD":0.6,"AAPW":0.6,"AAPU":0.6,"AAPX":0.6,"AMDU":0.6}},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}