智通财经APP获悉，周五，美股存储概念股涨幅扩大，SanDisk(SNDK.US)大涨超11%，美光科技 (MU.US)涨超8%续创历史新高，西部数据(WDC.US)涨近6%，希捷科技(STX.US)涨近4%。消息面上， 野村证券近日表示，这一轮始于今年下半年的存储超级周期至少延续至2027年，并且真正有意义的新增 供给最早要到2028年初期才会出现。 野村分析师团队表示，投资者们在2026年应继续超配存储龙头，把存储芯片价格—利润—估值三击作为 2026年存储投资主线，而不是仅把存储当HBM单一题材，该机构预计三大存储芯片公司盈利将创历史 新高。 ...

智通财经APP获悉，周五，半导体股全线走高，阿斯麦(ASML.US)、美光科技(MU.US)双双创下历史新 高，现均涨超7%，英特尔(INTC.US)涨超7%，AMD(AMD.US)、应用材料(AMAT.US)涨超5%，台积电 (TSM.US)、迈威尔科技(MRVL.US)涨超4.7%，博通(AVGO.US)涨超3%，英伟达(NVDA.US)涨3%。 ...

Deep-pocketed investors have adopted a bullish approach towards Micron Technology (NASDAQ:MU), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in MU usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 72 extraordinary options activities for Mic ...

In today's rapidly changing and fiercely competitive business landscape, it is vital for investors and industry enthusiasts to carefully evaluate companies. In this article, we will perform a comprehensive industry comparison, evaluating Micron Technology (NASDAQ:MU) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's ...

凤凰网财经讯 1月2日，美股三大指数集体高开，道指涨0.19%，标普500指数涨0.58%，纳指涨1.03%。 中概股集体高开，纳斯达克中国金龙涨3.55%，百度涨超10%，富途控股涨6.84%，哔哩哔哩涨6.87%， 网易涨6.77%，老虎证券涨5.54%，36氪涨4.85%，房多多涨4.79%，蔚来涨4.64%，阿里巴巴涨4.55%， 霸王茶姬涨4.47%，腾讯控股ADR涨4.30%，新东方涨4.15%，微博涨3.82%，爱奇艺涨3.39%，理想汽 车涨3.01%，高途涨3.02%，贝壳涨2.79%，迅雷涨2.82%，京东涨2.34%。 三星SDS于1月2日表示，将投资4273亿韩元在龟尾市建设一个新人工智能（AI）数据中心。 【OpenAI加码音频人工智能研发 备战首款硬件设备】 据知情人士透露，OpenAI正着手升级其音频人工智能模型，为推出首款人工智能驱动的个人硬件设备 做准备。另有三位知情人士表示，该设备预计将以音频交互为核心功能。用户与语音版ChatGPT对话 时，尽管聊天机器人可以语音应答，但支撑其音频功能的大语言模型，与驱动ChatGPT文本交互的模型 并非同一个。公司研究人员认为，当前音频 ...

U.S. stock futures are showing significant upward momentum this Friday, January 2nd, 2026, signaling a strong start to the new trading year after a holiday-shortened week. Investors are returning with renewed optimism, particularly around artificial intelligence (AI) advancements and recent policy decisions, aiming to reverse a four-session losing streak that concluded 2025. All major U.S. index futures are trading higher in premarket activity, with technology-heavy Nasdaq 100 futures leading the charge.Pre ...

伯恩斯坦将美光科技目标价从270美元上调至330美元。 来源：滚动播报 ...

伯恩斯坦：将美光科技(MU.US)目标价从270美元上调至330美元。 ...

The flash-memory companies were among the top performers in the S&P 500 in 2025. ...

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. A copy of the letter can be downloaded here. Global equity markets delivered solid results in the third quarter, driven by the resolution of significant trade conflicts and a shift in U.S. monetary policy toward a more dovish stance. Baird Chautauqua International Growth Fund underperformed the ...