[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio27a2fb68":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio27a2fb68","传闻美光（Micron）在英伟达 Rubin 架构所使用的 HBM 份额下调至零","\u002Fdoc\u002Fdcio27a2fb68","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">美光科技\u003C\u002Fspan>\u003C\u002Fspan>MU \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">今天出现一则市场传闻，未经证实的消息，根据\u003C\u002Fspan>\u003C\u002Fspan> SemiAnalysis\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">：\u003C\u002Fspan>\u003C\u002Fspan>\u003Cspan lang=\"ZH-CN\"> \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">我们将美光（\u003C\u002Fspan>\u003C\u002Fspan>Micron\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）在英伟达\u003C\u002Fspan>\u003C\u002Fspan> Rubin \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">架构所使用的\u003C\u002Fspan>\u003C\u002Fspan> HBM \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">份额下调至\u003C\u002Fspan>\u003C\u002Fspan>\u003Cspan lang=\"ZH-CN\"> \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">零。目前我们没有看到任何迹象表明英伟达正在向美光订购\u003C\u002Fspan>\u003C\u002Fspan> HBM\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">。我们预计，英伟达\u003C\u002Fspan>\u003C\u002Fspan> HBM4 \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">的供应将集中在\u003C\u002Fspan>\u003C\u002Fspan> SK \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">海力士（\u003C\u002Fspan>\u003C\u002Fspan>SK Hynix\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）和三星（\u003C\u002Fspan>\u003C\u002Fspan>Samsung\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003Cspan lang=\"ZH-CN\"> \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">两家之间，份额大约为\u003C\u002Fspan>\u003C\u002Fspan> 70% \u002F 30% \u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">作为\u003C\u002Fspan>\u003C\u002Fspan>AI\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">芯片核心配套组件，\u003C\u002Fspan>\u003C\u002Fspan>HBM\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">（高带宽内存）的订单分配直接关系到存储厂商的营收预期与市场信心，而英伟达作为全球\u003C\u002Fspan>\u003C\u002Fspan>AI\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">巨头，其供应链决策更是行业风向标。如果传闻为真，意味着美光或将彻底错失英伟达下一代\u003C\u002Fspan>\u003C\u002Fspan>Rubin\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">平台的\u003C\u002Fspan>\u003C\u002Fspan>HBM4\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">订单。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>SemiAnalysis\u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">是一家国际知名的半导体研究与咨询机构，总部位于美国，核心聚焦半导体行业、\u003C\u002Fspan>\u003C\u002Fspan>AI \u003Cspan style=\"font-family:DengXian;\">\u003Cspan lang=\"ZH-CN\">基础设施、算力生态及供应链领域的深度研究与分析。【由美股大数据收集】更完整新闻内容请登录\u003C\u002Fspan>\u003C\u002Fspan> StockWe.com\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202602-stk\u002FUploadertkq52g3fqxi_2026_02_06_08_38_09.jpg","2026-02-06T16:30:21.713","2026.02.06","2026\u002F02\u002F06",43805,[22,23],"MU","SNDK","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[34,38],{"productId":35,"serviceName":36,"priceText":37},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":39,"serviceName":40,"priceText":41},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":44,"images":69,"summaryHtml":74,"aboutTitle":75,"aboutHtml":76,"copyrightHtml":77},[45,48,51,54,57,60,63,66],{"label":46,"url":47},"深度报告","\u002Fcol\u002FdepthReport",{"label":49,"url":50},"VIP会员","\u002Fplan",{"label":52,"url":53},"期权推荐","\u002FOption",{"label":55,"url":56},"低价暴涨股","\u002FPenny",{"label":58,"url":59},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":61,"url":62},"美股课程","\u002Fcol\u002Fvideos",{"label":64,"url":65},"免责声明","\u002Fdisclaimer",{"label":67,"url":68},"联系我们","\u002FContactUs",[70,71,72,73],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]