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"description": "东芝拟投 3.8 亿美元扩建菲律宾厂,HDD 产能拚至 2027 财年近 2 倍,首批近线硬碟已出货。 消息拖累同业,希捷重挫 10.21%、威腾跌 10%;市场忧 AI、云端需求下供需变化压抑毛利。 分析师指扩产受上游与时程限制,且两家美系大厂 2027、2028 年供货多已签约,短期冲击有限。",
"createdAt": "2026-10-03T02:30:07.000Z",
"author": "网络",
"pv": 78,
"pinyin": "mg",
"name": "美股",
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{
"id": 18429,
"title": "Netflix陷低潮 今年暴跌26% 美国收视降8.6% 德意志银行仍喊买",
"shortTitle": "Netflix陷低潮 今年暴跌26% 美国收视降8.6% 德",
"img": "https://cimg.cnyes.cool/prod/news/6620886/l/6332f13173ddc2b7894a5be0054e3d70.jpg",
"description": "德意志银行将Netflix评级由持有上调至买进,目标价由100美元降至95美元 Netflix今年股价年初至今跌26%,美国观看分钟数2026年上半年减8.6% 同期海外观看分钟数增5.4%,第2季营收125.6亿美元、年增13%",
"createdAt": "2026-10-03T02:00:04.000Z",
"author": "网络",
"pv": 69,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18420,
"title": "美光瞄准人形机器人与自驾车 实体AI料成下一波成长动能",
"shortTitle": "美光瞄准人形机器人与自驾车 实体AI料成下一波成长动能",
"img": "https://cimg.cnyes.cool/prod/news/6620837/l/99879eda8f5e42acf47ec751c42c54b7.jpg",
"description": "美光第4季EPS 33.42美元、营收542.3亿美元,年增分别1,002%与379% 执行长Mehrotra看好「实体AI」机会,尤其自驾车与人形机器人 Mehrotra称4级以上自驾车记忆体逾200GB、储存数TB,料推升需求",
"createdAt": "2026-10-03T01:40:04.000Z",
"author": "网络",
"pv": 70,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18421,
"title": "两大隐密讯号揭露 美债抛售潮可能接近尾声",
"shortTitle": "两大隐密讯号揭露 美债抛售潮可能接近尾声",
"img": "https://cimg.cnyes.cool/prod/news/6620829/l/41ac29bd5209a66d4a59f070562f9c0a.jpg",
"description": "TLT反弹近一个月最强,债市回升之际,选择权市场释出债抛售潮可能接近尾声。 XLU出现100万美元组合交易,Put/Call Ratio回落,资金转向买权。 CME涌现440万美元SOFR期货大单,押注短期利率回落;10年期美债殖利率一度冲破5.3%。",
"createdAt": "2026-10-03T01:30:30.000Z",
"author": "网络",
"pv": 58,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18422,
"title": "〈热门股〉晶技车载及AI应用挑成长大梁 单周股价滚量大涨13.55%",
"shortTitle": "〈热门股〉晶技车载及AI应用挑成长大梁 单周股价滚量大涨13",
"img": "https://cimg.cnyes.cool/prod/news/6620688/l/b27f5ec45622a49d9c615666364ac27e.jpg",
"description": "受惠光通讯强劲需求推升,频率元件族群表现亮眼。 石英元件大厂晶技(3042-TW)在光通讯石英振荡器(XO)接单传出捷报,订单能见度已一路排至 2027 年;加上 AI 与车载应用扮演成长双引擎,带动本周股价量增价扬,周涨幅达 13.55%、收在 230.5 元。目前日 K 线呈现多头排列,蓄势挑战前高 249 元历史天价。 晶技 2026 年 8 月营收达 14.15 亿元,改写 71 个月来新高,创下历史同期新高;自结单月税前盈余 2.79 亿元,月减 4.31%、年增 39.1%,单月每股",
"createdAt": "2026-10-03T01:10:25.000Z",
"author": "网络",
"pv": 80,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 18423,
"title": "安成生技新药AC-203迎来收割期!Q4关键解盲在即 点燃国际授权热潮",
"shortTitle": "安成生技新药AC-203迎来收割期!Q4关键解盲在即 点燃",
"img": "https://cimg.cnyes.cool/prod/news/6620516/l/0746bd10b4d9bd3e7082c81d43220935.jpg",
"description": "安成生技AC-203进入全球二/三期临床最后阶段,市场聚焦今年第四季解盲;若主要疗效达标,将有望成为EBS首款核准药物。 公司已收到FDA针对DEB开发的Type C会议纪录,临床设计与疗效指标获正面回应,最快2027年下半年启动DEB二/三期试验。",
"createdAt": "2026-10-03T01:00:08.000Z",
"author": "网络",
"pv": 86,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 18424,
"title": "无惧高档震荡!0050季增逾30万投资人 吸金力更胜台积电",
"shortTitle": "无惧高档震荡!0050季增逾30万投资人 吸金力更胜台积电",
"img": "https://cimg.cnyes.cool/prod/news/6620704/l/8431f80cf70f904bcce1343f4f2986cd.jpg",
"description": "台股下半年进入高档震荡,投资人布局 ETF 热度依旧不减。统计第三季 ETF 投资人数,元大台湾50(0050-TW)单季狂增逾 30 万人领衔高居榜首,增幅前五名中有四档为被动式;反观季减前三名则全数由主动式 ETF 包办。绩效与数据显现出被动市值型商品的强劲吸金力,0050 正凭借「无人为选股错误」与随台股市值自然汰弱留强的优势,持续稳居市场投资首选。 统计第三季投资人数季增榜单,0050以新增30.1万人挂帅,今年以来已狂增约150.4万人,投资人数达353.9万人,热度更胜「护国神山」台",
"createdAt": "2026-10-03T00:50:03.000Z",
"author": "网络",
"pv": 91,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
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