[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod8ede58d":3},{"user":4,"document":8,"mainDocument":26,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"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":22,"videoId":6,"liveVideoUrl":6,"duration":23,"price":23,"priceText":24,"priceBadgeText":24,"priceBadgeClass":25,"freeForMinGroupLevel":23,"redirectUrl":6,"readyToStream":5},"dciod8ede58d","三星电子股价飙至历史新高！报道：公司HBM4芯片拟大幅提价30% 相关 MU","\u002Fdoc\u002Fdciod8ede58d","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: SimSun;\">受人工智能内存供应紧张局势推动，三星电子股价周四飙升至历史新高。此前韩国媒体报道称，这家芯片制造商正就最新一代人工智能内存芯片\u003C\u002Fspan>HBM4\u003Cspan style=\"font-family: SimSun;\">展开价格谈判，报价较上一代产品高出最多\u003C\u002Fspan>30%\u003Cspan style=\"font-family: SimSun;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: SimSun;\">据韩国媒体《朝鲜日报》报道，三星计划将\u003C\u002Fspan>HBM4\u003Cspan style=\"font-family: SimSun;\">定价在每片约\u003C\u002Fspan>700\u003Cspan style=\"font-family: SimSun;\">美元，这一价格水平远高于竞争对手\u003C\u002Fspan>SK\u003Cspan style=\"font-family: SimSun;\">海力士去年\u003C\u002Fspan>8\u003Cspan style=\"font-family: SimSun;\">月为英伟达设定的\u003C\u002Fspan>500\u003Cspan style=\"font-family: SimSun;\">美元中段价格。这一定价策略凸显出\u003C\u002Fspan>AI\u003Cspan style=\"font-family: SimSun;\">内存市场的供需失衡正持续加剧。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: SimSun;\">内存芯片短缺正在推动三星和\u003C\u002Fspan>SK\u003Cspan style=\"font-family: SimSun;\">海力士业绩增长，并助力韩国基准\u003C\u002Fspan>Kospi\u003Cspan style=\"font-family: SimSun;\">指数今年至今上涨\u003C\u002Fspan>32%\u003Cspan style=\"font-family: SimSun;\">，成为全球表现最佳的股市。三星股价周四在韩国交易所一度上涨\u003C\u002Fspan>5.4%\u003Cspan style=\"font-family: SimSun;\">，此前市场因三天假期休市。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: SimSun; font-size: large;\">定价权重回三星手中\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: SimSun;\">三星电子\u003C\u002Fspan>HBM4\u003Cspan style=\"font-family: SimSun;\">高达\u003C\u002Fspan>700\u003Cspan style=\"font-family: SimSun;\">美元的报价引发市场广泛关注，机构普遍认为这反映出\u003C\u002Fspan>AI\u003Cspan style=\"font-family: SimSun;\">内存市场的持续紧张格局。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Saxo Markets\u003Cspan style=\"font-family: SimSun;\">首席投资策略师\u003C\u002Fspan>Charu Chanana\u003Cspan style=\"font-family: SimSun;\">表示，三星\u003C\u002Fspan>HBM4\u003Cspan style=\"font-family: SimSun;\">的报价再次凸显了该行业的\u003C\u002Fspan>\"\u003Cspan style=\"font-family: SimSun;\">定价权\u003C\u002Fspan>\"\u003Cspan style=\"font-family: SimSun;\">。他表示：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\"\u003Cspan style=\"font-family: SimSun;\">这表明\u003C\u002Fspan>AI\u003Cspan style=\"font-family: SimSun;\">内存市场仍然紧张，三星相信自己在高端市场重新获得了一些定价优势。\u003C\u002Fspan>\"\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: SimSun;\">彭博行业研究分析师\u003C\u002Fspan>Masahiro Wakasugi\u003Cspan style=\"font-family: SimSun;\">在研究报告中指出，\u003C\u002Fspan>700\u003Cspan style=\"font-family: SimSun;\">美元的价格意味着三星\u003C\u002Fspan>HBM4\u003Cspan style=\"font-family: SimSun;\">的营业利润率将达到\u003C\u002Fspan>50%\u003Cspan style=\"font-family: SimSun;\">至\u003C\u002Fspan>60%\u003Cspan style=\"font-family: SimSun;\">。报告称：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\"\u003Cspan style=\"font-family: SimSun;\">如果三星向英伟达供应更多\u003C\u002Fspan>HBM\u003Cspan style=\"font-family: SimSun;\">芯片，\u003C\u002Fspan>2026\u003Cspan style=\"font-family: SimSun;\">年三星和\u003C\u002Fspan>SK\u003Cspan style=\"font-family: SimSun;\">海力士的平均售价差距将缩小，因为英伟达的价格应该高于其他客户。\u003C\u002Fspan>\"\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: SimSun;\">据《美股投资网》援引业内不具名人士称，\u003C\u002Fspan>SK\u003Cspan style=\"font-family: SimSun;\">海力士可能会跟进三星的更高定价，进一步强化行业价格上行趋势。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: SimSun;\">三星在\u003C\u002Fspan>AI\u003Cspan style=\"font-family: SimSun;\">竞赛中奋起直追\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: SimSun;\">在\u003C\u002Fspan>AI\u003Cspan style=\"font-family: SimSun;\">竞赛初期落后于\u003C\u002Fspan>SK\u003Cspan style=\"font-family: SimSun;\">海力士后，三星正加速追赶。公司上周宣布，已开始量产\u003C\u002Fspan>HBM4\u003Cspan style=\"font-family: SimSun;\">芯片，并向客户出货商业产品。\u003C\u002Fspan>HBM4\u003Cspan style=\"font-family: SimSun;\">是专为人工智能应用设计的高性能内存芯片，对训练和运行大型\u003C\u002Fspan>AI\u003Cspan style=\"font-family: SimSun;\">模型至关重要。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: SimSun;\">这一进展标志着三星在高带宽内存市场的竞争力正在恢复。内存芯片的持续短缺正在为三星和\u003C\u002Fspan>SK\u003Cspan style=\"font-family: SimSun;\">海力士等韩国芯片制造商创造有利的市场环境，使其能够在高端\u003C\u002Fspan>AI\u003Cspan style=\"font-family: SimSun;\">芯片市场维持强劲的定价能力。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY5.jpg","2026-02-19T20:38:01","2026.02.19","2026\u002F02\u002F19",52755,[],"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":27,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":22,"videoId":6,"liveVideoUrl":6,"duration":23,"price":23,"priceText":24,"priceBadgeText":24,"priceBadgeClass":25,"freeForMinGroupLevel":23,"redirectUrl":6,"readyToStream":5},"https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY8.jpg",[],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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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":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"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"]