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"img": "https://cimg.cnyes.cool/prod/news/6518215/l/1ee2d6a7b95bbaac3f278cd6f0f6aab4.jpg",
"description": "美股第二季除了辉达以外的晶片股全面大涨,投资人持续扩大 AI 投资布局,其中美光 (Micron)(MU-US) 与英特尔 (Intel)(INTC-US) 市值均成长超过三倍,AMD 紧追在后。",
"createdAt": "2026-06-30T22:30:06.000Z",
"author": "网络",
"pv": 79,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 4558,
"title": "大单来了!韩媒:SK海力士启动史上最大扩产行动 拟砸4000亿韩元买HBM4测试设备",
"shortTitle": "大单来了!韩媒:SK海力士启动史上最大扩产行动 拟砸400",
"img": "https://cimg.cnyes.cool/prod/news/6518135/l/471085298b3151e5f24ade8480db1d8c.jpg",
"description": "全球 HBM 龙头 SK 海力士正将 AI 记忆体需求暴增的宏观叙事,快速转化为具体的资本支出与采购行动。继 SK 集团于周一 (6 月 29 日) 公布总规模达 1100 兆韩元的半导体扩产蓝图、并宣布将龙仁半导体集群竣工时程提前 12 年后,业界传出 SK 海力士已就清州 P&T7 先进封装工厂的 HBM4 测试检测设备展开供应商协商,订单总值最高可达 4000 亿韩元,显示 HBM 产能扩张已从规划阶段实质进入执行期。 根据韩媒《TheElec》报导,SK 海力士目前正与多家半导体设备制造",
"createdAt": "2026-06-30T22:30:03.000Z",
"author": "网络",
"pv": 100,
"pinyin": "AI",
"name": "科技",
"path": "/new/AI",
"tags": []
},
{
"id": 4549,
"title": "HBM涨价潮还没完!高盛上修三星2027年HBM价格预估44%、台厂同步受惠",
"shortTitle": "HBM涨价潮还没完!高盛上修三星2027年HBM价格预估44",
"img": "https://cimg.cnyes.cool/prod/news/6517345/l/0771de1a24ced2b50320a3eff32d1248.jpg",
"description": "DRAM 现货价格持续走强,DDR5、DDR4 价格大幅领先合约市场。高盛因此将三星 2027 年 HBM 价格年增率预测由 14% 大幅上修至 44%,并认为仍有上行空间。随着 AI 伺服器需求升温,南亚科、信骅及台湾伺服器供应链同步受惠,",
"createdAt": "2026-06-30T22:10:04.000Z",
"author": "网络",
"pv": 91,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 4550,
"title": "〈纽约汇市〉美元小涨 美国职缺创两年新高 华许首度公开演讲受瞩",
"shortTitle": "〈纽约汇市〉美元小涨 美国职缺创两年新高 华许首度公开演讲受",
"img": "https://cimg.cnyes.cool/prod/news/6518057/l/4873f8fa559f1c40e94ace7ffe70373d.jpg",
"description": "美元周二 (6/30) 小幅上涨,受强劲的美国劳动市场数据带动,市场略微提高对联准会 (Fed) 升息的预期,同时推升美国公债殖利率。",
"createdAt": "2026-06-30T22:04:37.000Z",
"author": "网络",
"pv": 84,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 4551,
"title": "〈美股盘后〉晶片股领涨四指数收红 标普、那指创2020年来最佳单季",
"shortTitle": "〈美股盘后〉晶片股领涨四指数收红 标普、那指创2020年来最",
"img": "https://cimg.cnyes.cool/prod/news/6518059/l/5929e62c03c54931f6b7abc07624c020.jpg",
"description": "美国股市周二 (6/30) 收高,道琼指数上涨超过百点,收盘再创历史新高,尽管中东局势持续紧张,投资人仍对经济成长与企业获利前景保持乐观,带动标普 500 指数与那斯达克指数在第二季缴出 2020 年以来最佳单季表现。",
"createdAt": "2026-06-30T21:41:05.000Z",
"author": "网络",
"pv": 130,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 4552,
"title": "HSBC点名今年下半年六大「痛苦交易」:美元暴涨是最大痛点 美债曲线趋陡亦是隐忧",
"shortTitle": "HSBC点名今年下半年六大「痛苦交易」:美元暴涨是最大痛点 ",
"img": "https://cimg.cnyes.cool/prod/news/6481024/l/0a411e8114cabb7ddd11949ca1924d39.jpg",
"description": "汇丰 (HSBC) 周一 (6 月 29 日) 出具最新研究报告警告,美元「爆炸性上涨」恐成今年下半年最大痛苦交易,美债曲线趋陡亦是隐忧 报告指出,美元若出现「爆发性上涨」,可能成为 2026 年下半年全球市场最大的「痛苦交易」之一。 根据 HSBC 预估,美元将在 2027 年上半年逐步走强,但若 Fed 暗示紧缩力度超出市场预期,或是地缘政治紧张局势升温,美元涨势恐急剧加速,令多数市场参与者措手不及。 HSBC 全球外汇研究主管 Paul Mackel 等分析师表示,风险自 Fed 上月会议",
"createdAt": "2026-06-30T21:30:05.000Z",
"author": "网络",
"pv": 90,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
]
},
"_locals": {},
"cache": false
}