[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio88883e11":3},{"user":4,"document":8,"mainDocument":30,"columnUrl":32,"subscription":33,"footer":45,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":26,"videoId":6,"liveVideoUrl":6,"duration":27,"price":27,"priceText":28,"priceBadgeText":28,"priceBadgeClass":29,"freeForMinGroupLevel":27,"redirectUrl":6,"readyToStream":5},"dcio88883e11","【最后一天】被忽略的美股AI存储巨头SNDK翻倍！","\u002Fdoc\u002Fdcio88883e11","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>今天是美股投资网VIP订阅优惠活动的最后一天！新会员凡是订阅1年送两个月，订阅半年送1个月，为了庆祝美国股市今天再度创下 233 年历史新高！\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>周四公布的美国8月核心CPI增长符合预期，上周美国首次申请失业救济人数不降反增至近四年高位。通胀相对温和且劳动力市场疲软，交易员加码押注美联储今年内至少降息两次，下周降息的前景无可撼动。\u003C\u002Fp>\u003Cp>\u003Cstrong>我们 9月2日 公开视频和文章，分享的 9月必Buy的两只股 RKT 连日大涨，\u003C\u002Fstrong>\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:51%;\" data-img-size-val=\"361,139\">\u003Cimg style=\"aspect-ratio:361\u002F139;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250912\u002Fv2_92f151792fa444398cda1d6e7349289f@5576020_oswg16677oswg361oswg139_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\" width=\"361\" height=\"139\">\u003C\u002Ffigure>\u003Cp>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917161293&idx=1&sn=00cbca38f53a2da44c94cf0d947ffb71&scene=21#wechat_redirect\" _href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917161293&idx=1&sn=00cbca38f53a2da44c94cf0d947ffb71&scene=21#wechat_redirect\">美股 9月看好两只降息受益股，潜力巨大 RKT！\u003C\u002Fa>\u003C\u002Fp>\u003Cp>9月2日 发布时 RKT 才 16美元，今天已经涨到22.5美元，涨幅 40%，这种免费的专业信息，妥妥的马前炮！\u003C\u002Fp>\u003Cp>AI大牛股\u003C\u002Fp>\u003Cp>美股存储双雄正在疯狂拉升！截至周四收盘，美光科技（MU）大涨超 7%，闪存巨头闪迪（SNDK）更是暴拉 14%，两家公司已经罕见地连涨七天，股价走势像开了挂。\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:52.45%;\" data-img-size-val=\"437,154\">\u003Cimg style=\"aspect-ratio:437\u002F154;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250912\u002Fv2_991f81e493094a68ad9ffc9f1e891888@5576020_oswg18750oswg437oswg154_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\" width=\"437\" height=\"154\">\u003C\u002Ffigure>\u003Cfigure class=\"image image_resized\" style=\"width:68.79%;\" data-img-size-val=\"852,760\">\u003Cimg style=\"aspect-ratio:852\u002F760;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250912\u002Fv2_c1fab93acf1842e1ace20fc9501754bc@5576020_oswg43748oswg852oswg760_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\" width=\"852\" height=\"760\">\u003C\u002Ffigure>\u003Cp>这波狂飙不只是技术反弹，而是有实打实的基本面支撑，背后是 AI 带来的存储黄金大周期。\u003C\u002Fp>\u003Cp>\u003Cstrong>1. 需求端：AI 推动存储全面升级\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>花旗最新报告直言，美光 代码 MU 即将在本月财报中给出“远超市场预期”的指引。原因很简单：\u003C\u002Fp>\u003Cp>DRAM 和 NAND 的销量、价格齐升\u003C\u002Fp>\u003Cp>数据中心需求爆发，占美光收入55%\u003C\u002Fp>\u003Cp>云巨头 CAPEX 大幅上调 180 亿美元，直接拉动AI 存储需求\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:68.98%;\" data-img-size-val=\"444,214\">\u003Cimg style=\"aspect-ratio:444\u002F214;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250912\u002Fv2_57bd01d801ab4737ad37ae832731ee5b@5576020_oswg23038oswg444oswg214_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\" width=\"444\" height=\"214\">\u003C\u002Ffigure>\u003Cp>更关键的是，这不是一次性事件，而是长期趋势。AI 模型的训练、推理、微调对存储的依赖度远超传统应用，这意味着存储厂商将迎来 多年景气周期。\u003C\u002Fp>\u003Cp>\u003Cstrong>2. 价格端：NAND\u002FDRAM 进入涨价通道\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>过去几年，存储行业深陷价格下行泥潭，厂商被迫减产。但今年情况彻底反转：\u003C\u002Fp>\u003Cp>美光、三星、铠侠相继宣布调价\u003C\u002Fp>\u003Cp>渠道和消费端已经出现 10% 提价\u003C\u002Fp>\u003Cp>摩根士丹利预期 Q4 NAND 价格将超预期上涨，并持续到2026 年\u003C\u002Fp>\u003Cp>价格从谷底反弹叠加需求高景气，毛利率拐点已经确认。\u003C\u002Fp>\u003Cp>\u003Cstrong>3. 机构观点：两大投行集体唱多\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>花旗将美光目标价直接拉到 175 美元，看好其财报大超预期。摩根士丹利更是把闪迪列为“首选股（Top Pick）”，目标价从 70 美元上调至 96 美元，理由是：\u003C\u002Fp>\u003Cp>超大规模云厂商下单数十EB 的 eSSD\u003C\u002Fp>\u003Cp>NAND 市场从消费转向企业，ASP 有望提升\u003C\u002Fp>\u003Cp>BICs 8制程投产有望拉升市占率\u003C\u002Fp>\u003Cp>2026 年预期远超市场一致预期\u003C\u002Fp>\u003Cp>\u003Cstrong>美股投资网点评：换句话说，华尔街已经把 AI 存储视为新一轮长牛行情的起点。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>4. 投资逻辑：周期+创新双轮驱动\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>这波上涨不仅是价格周期修复，更是产业格局重塑：\u003C\u002Fp>\u003Cp>周期修复：供给收缩      + 需求爆发      → 行业盈利弹性极强\u003C\u002Fp>\u003Cp>AI 创新：QCLNAND、近线  SSD、新一代高带宽存储 → 打开长期成长空间\u003C\u002Fp>\u003Cp>如果说上一轮行情靠的是手机、PC 出货量，这一轮完全靠 AI + 云，需求确定性更强，持续性更长。\u003C\u002Fp>\u003Cp>两天看美股投资网公众号 公开文章 宣布，中概股里面，只看好 BABA 阿里，今天继续大涨8%\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:72.28%;\" data-img-size-val=\"464,152\">\u003Cimg style=\"aspect-ratio:464\u002F152;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250912\u002Fv2_0e5c4dfa1f08461ba3ae3195f6816ce3@5576020_oswg16461oswg464oswg152_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\" width=\"464\" height=\"152\">\u003C\u002Ffigure>\u003Cp>文章回顾 \u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917161642&idx=1&sn=8c2ec44e4a73ebaf0f14cf1039152856&scene=21#wechat_redirect\" _href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917161642&idx=1&sn=8c2ec44e4a73ebaf0f14cf1039152856&scene=21#wechat_redirect\">甲骨文暴涨27%！美股百花齐放，AI概念通通业绩爆表！AI增长前景惊艳！\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:89.32%;\" data-img-size-val=\"700,1031\">\u003Cimg style=\"aspect-ratio:700\u002F1031;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250912\u002Fv2_b8956048b34e40f38ea20128b66e2137@5576020_oswg345126oswg700oswg1031_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\" width=\"700\" height=\"1031\">\u003C\u002Ffigure>\u003Cp>今天盘中突发新闻 被我们第一时间捕捉到 \u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:61.02%;\" data-img-size-val=\"749,320\">\u003Cimg style=\"aspect-ratio:749\u002F320;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250912\u002Fv2_d1b0213479684d4f827bae07ca58bb5e@5576020_oswg116548oswg749oswg320_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\" width=\"749\" height=\"320\">\u003C\u002Ffigure>\u003Cp>“派拉蒙与 Skydance 准备提交收购华纳兄弟 WBD\" \u003C\u002Fp>\u003Cp>股价暴涨30% \u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:71.85%;\" data-img-size-val=\"1080,853\">\u003Cimg style=\"aspect-ratio:1080\u002F853;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250912\u002Fv2_4d5a75d1ee034c369b7391d19588747d@5576020_oswg132590oswg1080oswg853_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\" width=\"1080\" height=\"853\">\u003C\u002Ffigure>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadersrxq1emhl4h_2025_09_11_20_43_27.jpeg","2025-09-12T01:34:13.4","2025.09.12","2025\u002F09\u002F12",40530,[22,23,24,25],"RKT","SNDK","BABA","WBD","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":31,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":26,"videoId":6,"liveVideoUrl":6,"duration":27,"price":27,"priceText":28,"priceBadgeText":28,"priceBadgeClass":29,"freeForMinGroupLevel":27,"redirectUrl":6,"readyToStream":5},[22,23,24,25],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":34,"services":35,"recentDocuments":44},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[36,40],{"productId":37,"serviceName":38,"priceText":39},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":41,"serviceName":42,"priceText":43},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":46,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[47,50,53,56,59,62,65,68],{"label":48,"url":49},"深度报告","\u002Fcol\u002FdepthReport",{"label":51,"url":52},"VIP会员","\u002Fplan",{"label":54,"url":55},"期权推荐","\u002FOption",{"label":57,"url":58},"低价暴涨股","\u002FPenny",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"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"]