Wall Street News: Keeping an eye on the global financial market - To The Moon

Latest News

07-05 18:41

OPEC+同意8月上调配额18.8万桶/日，美伊战争爆发以来累计上调已近百万桶

OPEC+同意8月上调配额18.8万桶/日，美伊战争爆发以来累计上调已近百万桶

07-05 18:01

AI风暴席卷全球市场，印度股市意外成为资金"避风港"

AI风暴席卷全球市场，印度股市意外成为资金"避风港"

07-05 17:42

Figure 03上岗！宝马扩大部署人形机器人，承担更多高强度生产作业

Figure 03上岗！宝马扩大部署人形机器人，承担更多高强度生产作业

User Discussion

Invests no gambling

06-16

Good

Citrini: AMD and Apple are both betting on flash memory to replace DRAM, and memory costs may fall 55 times

{"i18n":{"language":"en_US"},"financialEventData":{"themeId":"14b276952a6b46a2a5e9067b5afd7fce","name":"Wall Street News: Keeping an eye on the global financial market","description":"Covering the stock market, foreign exchange, bonds, commodities, etc., 7*24 continuously provides information services for investors.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1773705914066,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":14b276952a6b46a2a5e9067b5afd7fce}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":true,"subscriberCount":133,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":[],"tweetCounts":11,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Wall Street News: Keeping an eye on the global financial market","tweetAmount":11,"imageIsDefault":false,"aiDerivativeIssues":[]},"news":[{"id":737342,"article_id":"2649613322","title":"OPEC+同意8月上调配额18.8万桶/日，美伊战争爆发以来累计上调已近百万桶","subtitle":"","subtitle_show":0,"pub_time":1783248104000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776228","is_publish_highlight":0,"symbols_score_info":{"XOMO":1.5,"USOY":1.5,"USO":1.5,"UCO":1.5,"CLmain":1.5,"QMmain":1.5,"IYE":1.5,"KSA":1.5,"OCTA":1.5,"OILD":1.5,"SCO":1.5,"UAE":1.5,"XOMZ":0.6,"XOMX":0.6,"BZmain":0.6,"DWT":0.6,"DUG":0.6,"DDG":0.6},"rights":null},{"id":737336,"article_id":"2649047618","title":"AI风暴席卷全球市场，印度股市意外成为资金\"避风港\"","subtitle":"","subtitle_show":0,"pub_time":1783245669000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776224","is_publish_highlight":0,"symbols_score_info":{"SCHE":1.5,"IOPP":1.5,"KEMX":1.5,"MEM":1.5,"MEMX":1.5,"MFEM":1.5,"NDIA":1.5,"PEMX":1.5,"PIN":1.5,"QEMM":1.5,"QLVE":1.5,"QTOC":1.5,"RWEM":1.5,"INDY":1.5,"SCIN":1.5,"SEEM":1.5,"SMIN":1.5,"STXE":1.5,"VEU":1.5,"VTHR":1.5,"XC":1.5,"XCEM":1.5,"XCNY":1.5,"XSOE":1.5,"XXCH":1.5,"EPI":1.5,"ASIA":1.5,"AVEM":1.5,"BBEM":1.5,"BCHI":1.5,"BKF":1.5,"CHAT":1.5,"DEXC":1.5,"DFAE":1.5,"EEMA":1.5,"EEMV":1.5,"EET":1.5,"EMXC":1.5,"AIPO":1.5,"EQLT":1.5,"FEMR":1.5,"FLIN":1.5,"GLIN":1.5,"HEEM":1.5,"INCO":1.5,"IND":1.5,"INDA":1.5,"INDE":1.5,"INDH":1.5,"INDL":1.5},"rights":null},{"id":737333,"article_id":"2649773618","title":"Figure 03上岗！宝马扩大部署人形机器人，承担更多高强度生产作业","subtitle":"","subtitle_show":0,"pub_time":1783244530000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776209","is_publish_highlight":0,"symbols_score_info":{"IQM":1.5,"ROBT":1.5,"UBOT":1.5},"rights":null},{"id":737327,"article_id":"1131762488","title":"鸿海二季度营收同比增长近40%，AI业务驱动三季度有望持续高增长","subtitle":"","subtitle_show":0,"pub_time":1783240237036,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"symbols_score_info":{},"rights":null},{"id":737330,"article_id":"2649618180","title":"韩国政府：拟使用半导体税收红利设立“未来应对基金”，规模最高100万亿韩元","subtitle":"","subtitle_show":0,"pub_time":1783238115000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776221","is_publish_highlight":0,"symbols_score_info":{"SOX":1.84},"rights":null},{"id":737320,"article_id":"2649618309","title":"HBM之父金正浩：AI的本质是内存，GPU真正工作的时间只有10%","subtitle":"","subtitle_show":0,"pub_time":1783237166000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776219","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5,"MULL":1.5,"QTOC":1.5,"VTHR":1.5,"DRAL":0.6,"MUD":0.6,"MUU":0.6,"RAM":0.6},"rights":null},{"id":737292,"article_id":"2649697075","title":"无惧回调！瑞银上调海力士目标价，预测“三大利好”即将到来","subtitle":"","subtitle_show":0,"pub_time":1783218489000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776208","is_publish_highlight":1,"symbols_score_info":{"SKHY":1.96},"rights":null},{"id":737285,"article_id":"2649697729","title":"与特朗普通话85分钟，普京称“俄军正全线进攻”，此前威胁夺乌克兰更多土地建安全区","subtitle":"","subtitle_show":0,"pub_time":1783216054000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776207","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":737280,"article_id":"2649977886","title":"精准预测“美股动量股”暴跌后，高盛看到“逢低买入”的迹象","subtitle":"","subtitle_show":0,"pub_time":1783215604000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776204","is_publish_highlight":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2,"AMOM":1.5,"HCMT":1.5,"SAMM":1.5,"VFMO":1.5,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"GSX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":737262,"article_id":"2648699740","title":"韩国存储扩产、Meta出租算力，野村谈“存储两大利空”","subtitle":"","subtitle_show":0,"pub_time":1783207808000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776202","is_publish_highlight":1,"symbols_score_info":{"07709":2,"META":2,"SSNLF":2,"BULZ":1.5,"MAGY":1.5,"SOCL":1.5,"YMAG":1.5,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"METD":0.6,"METU":0.6,"METW":0.6},"rights":null},{"id":737257,"article_id":"2648699682","title":"高盛：美股AI上涨力竭，下半年布局防御板块，看好医疗、欧洲防务","subtitle":"","subtitle_show":0,"pub_time":1783204238000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776200","is_publish_highlight":1,"symbols_score_info":{"159891":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"QTOC":1.5,"SECT":1.5,"VTHR":1.5},"rights":null},{"id":737254,"article_id":"2648993676","title":"当AI账单失控，模型路由器成为企业降本新宠","subtitle":"","subtitle_show":0,"pub_time":1783160202000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776199","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"QTOC":1.5,"VTHR":1.5},"rights":null},{"id":737248,"article_id":"2648696040","title":"资管巨头：市场对AI生产力的期望过于乐观","subtitle":"","subtitle_show":0,"pub_time":1783157426000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776190","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"QTOC":1.5,"VTHR":1.5},"rights":null},{"id":737245,"article_id":"2648696045","title":"MiniMax高盛电话会：对今年10亿美元ARR充满信心，模型优势在“组织敏捷性”，与国产芯片高度集成","subtitle":"","subtitle_show":0,"pub_time":1783157028000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776197","is_publish_highlight":0,"symbols_score_info":{"ARR":1.5,"GSX":0.6,"KSTR":1.5,"MORT":0.6,"REM":0.6},"rights":null},{"id":737154,"article_id":"2648463695","title":"日本“春斗”薪资涨幅连续三年超5%，央行加息路径获支撑","subtitle":"","subtitle_show":0,"pub_time":1783135638000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776192","is_publish_highlight":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":737149,"article_id":"2648695691","title":"黄金如今又看美联储的脸色了","subtitle":"","subtitle_show":0,"pub_time":1783130816000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776189","is_publish_highlight":1,"symbols_score_info":{"1OZmain":2,"AAAU":0.6,"BAR":0.6,"BEGS":1.5,"BGLD":0.6,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DGP":0.6,"DGZ":0.6,"DULL":1.5,"DUST":1.5,"DZZ":0.6,"EBUF":1.5,"EDV":1.5,"EMPB":1.5,"FGDL":1.5,"GBUG":1.5,"GCmain":2,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GLD":0.6,"GLDM":0.6,"GLDY":0.6,"GLL":0.6,"GOAU":1.5,"GOVT":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":0.6,"IEF":1.5,"IEI":1.5,"IGLD":0.6,"JPST":1.5,"KGLD":0.6,"LQD":1.5,"MGC2602":2,"MGCmain":2,"NGHT":1.5,"OUNZ":0.6,"PICK":1.5,"SGDM":1.5,"SGOL":0.6,"SHNY":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UGL":0.6,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USG":0.6,"USHY":1.5,"VGIT":1.5,"VGSH":1.5,"XAUUSD.FOREX":2,"XME":1.5,"YGLD":0.6,"ZROZ":1.5},"rights":null},{"id":737146,"article_id":"2648969569","title":"极端高温之下，美国最大电网电力需求创纪录","subtitle":"","subtitle_show":0,"pub_time":1783130799000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776187","is_publish_highlight":0,"symbols_score_info":{"ALAI":1.5,"FXU":1.5,"TXS":1.5},"rights":null},{"id":737133,"article_id":"2648669587","title":"特斯拉、Meta到Anthropic，三星电子的芯片代工订单积压已达50万亿韩元","subtitle":"","subtitle_show":0,"pub_time":1783127315000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776186","is_publish_highlight":1,"symbols_score_info":{"07747":0.6,"SSNLF":1.96},"rights":null},{"id":737130,"article_id":"2648069587","title":"美股现3个月最大资金流出，而日股迎来7周最大资金流入","subtitle":"","subtitle_show":0,"pub_time":1783127251000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776188","is_publish_highlight":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"FLJP":1.5,"JPXN":1.5,"VXUS":1.5,"YJUN":1.5},"rights":null},{"id":737104,"article_id":"2648600936","title":"首批美国国会议员买入SpaceX记录曝光：两党议员均有参与","subtitle":"","subtitle_show":0,"pub_time":1783122301000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776181","is_publish_highlight":1,"symbols_score_info":{"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":736927,"article_id":"2648666355","title":"美股新财季开启，AI牛市迎来最大考验：盈利能否兑现？","subtitle":"","subtitle_show":0,"pub_time":1783120504800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776156","is_publish_highlight":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":737119,"article_id":"1194430285","title":"黄金结束四周连跌！但分析师认为，持续复苏仍需三个条件","subtitle":"","subtitle_show":0,"pub_time":1783119355783,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"symbols_score_info":{"1OZmain":2,"AAAU":0.6,"BAR":0.6,"BGLD":0.6,"DGP":0.6,"DGZ":0.6,"DULL":0.6,"DZZ":0.6,"FGDL":0.6,"GCmain":2,"GLD":0.6,"GLDM":0.6,"GLDY":0.6,"GLL":0.6,"IAU":0.6,"IAUI":0.6,"IAUM":0.6,"IGLD":0.6,"KGLD":0.6,"MGC2602":2,"MGCmain":2,"OUNZ":0.6,"SGOL":0.6,"SHNY":0.6,"UGL":0.6,"USG":0.6,"XAUUSD.FOREX":2,"YGLD":0.6},"rights":null},{"id":737092,"article_id":"2648667766","title":"OPEC 6月产量暴增234万桶/日，原油市场重回“供应过剩”交易","subtitle":"","subtitle_show":0,"pub_time":1783117847000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776177","is_publish_highlight":1,"symbols_score_info":{"BNO":1.5,"BZmain":2,"CLmain":2,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FAAR":1.5,"FBZ":1.5,"FLBR":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":737115,"article_id":"2648698791","title":"数据中心电价飙升60倍！美国最大电网启动二级紧急警报，北弗吉尼亚电价突破2500美元/MWh","subtitle":"","subtitle_show":0,"pub_time":1783116412000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776184","is_publish_highlight":0,"symbols_score_info":{"AIBU":1.5,"AIFD":1.5,"BLOK":1.5,"CLDL":1.5,"CLOU":1.5,"DTCR":1.5,"FCLD":1.5,"FMET":1.5,"IDGT":1.5,"SKYY":1.5,"UDN":1.5,"UUP":1.5,"WISE":1.5},"rights":null},{"id":737111,"article_id":"2648698153","title":"智利锂矿巨头计划扩产70%！Novandino将锂年产目标设定最高47万吨","subtitle":"","subtitle_show":0,"pub_time":1783114056000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776182","is_publish_highlight":0,"symbols_score_info":{"LITP":1.5,"SETM":1.5},"rights":null},{"id":737099,"article_id":"2648660575","title":"黄金有望结束四周连跌！但分析师认为，持续复苏仍需三个条件","subtitle":"","subtitle_show":0,"pub_time":1783107782000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776180","is_publish_highlight":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FAAR":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":737089,"article_id":"2648667761","title":"严重信用风险触发监管介入，众邦银行进入一年接管期","subtitle":"","subtitle_show":0,"pub_time":1783105086000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776176","is_publish_highlight":0,"symbols_score_info":{"161121":1.5,"AOHY":1.5,"APCB":1.5,"BHK":1.5,"BHYB":1.5,"BRHY":1.5,"BSJO":1.5,"CLOI":1.5,"CPLS":1.5,"FAS":1.5,"FCVT":1.5,"FLRT":1.5,"FSBD":1.5,"GOF":1.5,"HISF":1.5,"HYDW":1.5,"INSI":1.5,"JHCB":1.5,"JHCP":1.5,"NBFC":1.5,"PYLD":1.5,"SJB":1.5,"SMTH":1.5,"USDX":1.5,"VPLS":1.5,"VSHY":1.5},"rights":null},{"id":737082,"article_id":"2648679676","title":"市场误判？报道：台积电CoPoS首代或不采用玻璃基板，且从未考虑使用玻璃中介层","subtitle":"","subtitle_show":0,"pub_time":1783102163000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776175","is_publish_highlight":0,"symbols_score_info":{"03145":0.6,"AIQ":0.6,"ASIA":0.6,"AVEM":0.6,"AVSE":0.6,"AVXC":0.6,"BAI":0.6,"CGDG":0.6,"CGGO":0.6,"CGIC":0.6,"CGNG":0.6,"CNEQ":0.6,"CORO":0.6,"CWI":0.6,"EMC":0.6,"EMM":0.6,"FDTX":0.6,"KNOW":0.6,"MEMX":0.6,"SMH":0.6,"SPTE":0.6,"SPWO":0.6,"STSM":0.6,"TEK":0.6,"TSM":1.97,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"TTEQ":0.6,"UMMA":0.6,"WUGI":0.6},"rights":null},{"id":737069,"article_id":"2648662191","title":"韩国股市杠杆失控：450亿美元资金狂飙，SK海力士单只ETF规模碾压美股科技巨头","subtitle":"","subtitle_show":0,"pub_time":1783095985000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776174","is_publish_highlight":0,"symbols_score_info":{"03121":1.5,"ACGR":1.5,"BBAX":1.5,"BBEM":1.5,"BUFQ":1.5,"DEXC":1.5,"EDZ":1.5,"EEMO":1.5,"EEMV":1.5,"EGGS":1.5,"EQLT":1.5,"FDN":1.5,"FEMR":1.5,"FFLG":1.5,"FLKR":1.5,"FPA":1.5,"IWLG":1.5,"KDEF":1.5,"KEMX":1.5,"KORU":1.5,"LRGE":1.5,"MFEM":1.5,"MGC":1.5,"MGK":1.5,"MKOR":1.5,"MMLG":1.5,"NDEC":1.5,"NFEB":1.5,"NOCT":1.5,"PBQQ":1.5,"PGRO":1.5,"PTNQ":1.5,"PWB":1.5,"QBUF":1.5,"QHDG":1.5,"QMAG":1.5,"QMMY":1.5,"QQMG":1.5,"RAM":1.5,"SKHY":1.5,"STXE":1.5,"TCHP":1.5,"TGRT":1.5,"TMFC":1.5,"TSEL":1.5,"VEA":1.5,"XC":1.5,"XCEM":1.5,"XCNY":1.5,"XXCH":1.5},"rights":null},{"id":737072,"article_id":"2648662155","title":"摩根大通警告：若美联储提前加息，金价可能再次跌破4000甚至测试3500-3600","subtitle":"","subtitle_show":0,"pub_time":1783095909000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776173","is_publish_highlight":0,"symbols_score_info":{"BAR":1.5,"BOND":1.5,"CMDT":1.5,"DBC":1.5,"DUST":1.5,"DZZ":1.5,"EDV":1.5,"FGDL":1.5,"GBIL":1.5,"GBUG":1.5,"GDXD":1.5,"GDXJ":1.5,"GOAU":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IAUI":1.5,"IAUM":1.5,"IEF":1.5,"IEI":1.5,"JDST":1.5,"JNUG":1.5,"JPM":1.5,"JPST":1.5,"JULD":1.5,"LQD":1.5,"MUB":1.5,"NANR":1.5,"OUNZ":1.5,"PBDC":1.5,"PHYS":1.5,"RING":1.5,"SGDJ":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBIL":1.5,"TBT":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UGL":1.5,"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USG":1.5,"UYM":1.5,"VGIT":1.5},"rights":null},{"id":737065,"article_id":"2648974662","title":"拉加德：有可能提前卸任欧洲央行行长，投身法国政坛","subtitle":"","subtitle_show":0,"pub_time":1783095768000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776172","is_publish_highlight":0,"symbols_score_info":{"ACWX":1.5,"BBEU":1.5,"BKCI":1.5,"CGGE":1.5,"DBEF":1.5,"DBEZ":1.5,"DDLS":1.5,"DDWM":1.5,"DINT":1.5,"DWCR":1.5,"EASG":1.5,"EFAA":1.5,"EFG":1.5,"EFU":1.5,"EFZ":1.5,"EPV":1.5,"EUFN":1.5,"EUO":1.5,"EURL":1.5,"FDTS":1.5,"FEP":1.5,"FEZ":1.5,"FFDI":1.5,"FID":1.5,"FIVA":1.5,"FLEE":1.5,"FXE":1.5,"GSEU":1.5,"IDEC":1.5,"IDEV":1.5,"IEUR":1.5,"IEV":1.5,"IMFL":1.5,"IMOM":1.5,"ISVL":1.5,"MFSI":1.5,"QEFA":1.5,"QINT":1.5,"RFEU":1.5,"RODM":1.5,"SCHF":1.5,"SPDW":1.5,"SPEU":1.5,"SSXU":1.5,"STXI":1.5,"TXUE":1.5,"ULE":1.5,"VEU":1.5,"VGK":1.5,"VSGX":1.5},"rights":null},{"id":737050,"article_id":"2648648676","title":"升级周期叙事遭遇挫折，瑞银调查显示苹果AI功能未能点燃换机热潮","subtitle":"","subtitle_show":0,"pub_time":1783090564100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776171","is_publish_highlight":1,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.97,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"ABFL":0.6,"APLY":0.6,"FTEC":0.6,"IXN":0.6,"JGRO":0.6,"METV":0.6,"ROM":0.6,"SPTE":0.6,"TYLG":0.6,"VGT":0.6,"VT":0.6,"XLK":0.6},"rights":null},{"id":737039,"article_id":"2648461661","title":"DeepSeek高峰涨价意味着什么?高盛：国内大模型竞争正回归理性","subtitle":"","subtitle_show":0,"pub_time":1783089227000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776170","is_publish_highlight":0,"symbols_score_info":{"LRNZ":1.5,"WISE":1.5},"rights":null},{"id":737019,"article_id":"2648366952","title":"AI Token支出指数跌近20%，用户边际付费意愿或现降温迹象","subtitle":"","subtitle_show":0,"pub_time":1783089220000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776157","is_publish_highlight":1,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"QTOC":1.5,"VTHR":1.5},"rights":null},{"id":736995,"article_id":"2648638666","title":"花旗：霍尔木兹风险消退后，油价或跌向60美元","subtitle":"","subtitle_show":0,"pub_time":1783087735600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776163","is_publish_highlight":1,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"CLmain":2,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"FTXO":0.6,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"IYF":0.6,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PEJ":1.5,"PXE":1.5,"PXJ":1.5,"SDOG":1.5,"SPXT":1.5,"TPOR":1.5,"UAE":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5,"VOOV":1.5,"WEEI":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":737029,"article_id":"2648669460","title":"14万级SUV，扛起小鹏出海重任","subtitle":"","subtitle_show":0,"pub_time":1783085515000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776169","is_publish_highlight":0,"symbols_score_info":{"09868":1.95,"EVS.SI":0.6,"XPEG":0.6,"XPEV":1.95},"rights":null},{"id":737026,"article_id":"2648669903","title":"地缘缓和重塑能源冲击叙事，法国央行行长穆伦：欧央行已处“良好位置”","subtitle":"","subtitle_show":0,"pub_time":1783085121000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776168","is_publish_highlight":0,"symbols_score_info":{"02570":1.5},"rights":null},{"id":736999,"article_id":"2648666672","title":"二手豪车价格坍塌，“奔驰们”保值神话碎了？","subtitle":"","subtitle_show":0,"pub_time":1783082488000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776166","is_publish_highlight":0,"symbols_score_info":{"HOmain":0.9},"rights":null},{"id":736980,"article_id":"2648665062","title":"欧元区经济6月“止跌”：综合PMI重返50，德国数据意外“救场”","subtitle":"","subtitle_show":0,"pub_time":1783079809000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776159","is_publish_highlight":0,"symbols_score_info":{"BBEU":1.5,"EASG":1.5,"EFA":1.5,"EFO":1.5,"FEUZ":1.5,"FGM":1.5,"FLEU":1.5,"FLGR":1.5,"FDAXmain":1.5,"FDXMmain":1.5,"FDXSmain":0.6,"FXR":1.5,"GSEU":1.5,"HEDJ":1.5},"rights":null},{"id":736963,"article_id":"2648665890","title":"炸裂！存储巨头江波龙上半年净利预增620%-740% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1783077587000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776160","is_publish_highlight":0,"symbols_score_info":{"301308":1.5},"rights":null},{"id":736947,"article_id":"2648631076","title":"国泰海通“启幕”金融股半年报预告：扣非净利润增超164%，创历史新高！","subtitle":"","subtitle_show":0,"pub_time":1783076172000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776158","is_publish_highlight":0,"symbols_score_info":{"601211":1.5,"02611":1.5},"rights":null},{"id":736895,"article_id":"1140637187","title":"美国6月就业报告转弱，“只是短期扰动”吗？","subtitle":"","subtitle_show":0,"pub_time":1783074590437,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":736841,"article_id":"2648001650","title":"微软砸下25亿美元、调配6000名专家，押注“前线部署+持续优化”企业AI模式","subtitle":"","subtitle_show":0,"pub_time":1783072501000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776154","is_publish_highlight":1,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.98,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":736642,"article_id":"2648392657","title":"国务院印发《美丽中国建设“十五五”规划》，明确2030年生态环境全面改善目标","subtitle":"","subtitle_show":0,"pub_time":1783069601000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776150","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":736518,"article_id":"2648654758","title":"AI牛市下半场：下游商业化可能比Capex更重要","subtitle":"","subtitle_show":0,"pub_time":1783067721000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776141","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":736468,"article_id":"2648545776","title":"资深基金经理：标普500将在明年站上10000点，本轮AI牛市泡沫远不及1999年","subtitle":"","subtitle_show":0,"pub_time":1783067166000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776137","is_publish_highlight":1,"symbols_score_info":{".SPX":1.94,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"DMAX":0.6,"ETFT":0.6,"MESmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MMAX":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"RSPA":0.6,"RSPN":0.6,"RSPU":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.95,"SPYB":0.6,"SPYD":0.6,"SPYG":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"TSPY":0.6,"UPRO":0.6,"VBK":0.6,"VEU":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":736248,"article_id":"2648566446","title":"OpenAI和Anthropic都要“自研芯片”，除了成本，还有其他原因？","subtitle":"","subtitle_show":0,"pub_time":1783065804300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776129","is_publish_highlight":1,"symbols_score_info":{"159813":1.5,"CHAT":1.5,"CHPS":1.5,"CHPY":1.5,"FTXL":1.5,"PSI":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"XSD":1.5},"rights":null},{"id":736348,"article_id":"2648511016","title":"特斯拉VP：五年内，自动驾驶和人形机器人将“彻底融入日常生活”","subtitle":"","subtitle_show":0,"pub_time":1783065587000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776142","is_publish_highlight":1,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.98,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":736337,"article_id":"2648651142","title":"AI能赚多少钱，取决于能从人类工资池里拿走多少","subtitle":"","subtitle_show":0,"pub_time":1783065396000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776138","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":736229,"article_id":"2648550156","title":"Meta算力过剩疑云背后：扎克伯格说AI进展慢了，AI负责人新模型说已追上GPT-5.5","subtitle":"","subtitle_show":0,"pub_time":1783064765700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776134","is_publish_highlight":1,"symbols_score_info":{"AAPL":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BULZ":1.5,"CHAT":1.5,"GOOG":0.6,"GPT":1.5,"GPT.AU":1.5,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":1.5,"TSLA":0.6,"YMAG":1.5},"rights":null},{"id":736237,"article_id":"2648656854","title":"铠侠第十代NAND送样、CEO喊话“需求依然旺盛，或增加资本支出”，股价深V大反弹！","subtitle":"","subtitle_show":0,"pub_time":1783059774000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776136","is_publish_highlight":0,"symbols_score_info":{"DRAL":0.6,"DRAM":1.5,"RAM":0.6},"rights":null},{"id":736190,"article_id":"2648653796","title":"报道：三星电子第三季度DRAM价格将上调至多20%","subtitle":"","subtitle_show":0,"pub_time":1783056371000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776132","is_publish_highlight":0,"symbols_score_info":{"07747":0.6,"09747":1.5,"DRAL":0.6,"DRAM":1.5,"EDZ":1.5,"EEMO":1.5,"IEMG":1.5,"RAM":1.5,"SSNLF":1.5,"WTAI":1.5},"rights":null},{"id":736121,"article_id":"2648658972","title":"杠杆ETF规模一年暴涨431%，韩国国会启动制度整改讨论","subtitle":"","subtitle_show":0,"pub_time":1783051665000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776131","is_publish_highlight":0,"symbols_score_info":{"FDN":1.5},"rights":null},{"id":736001,"article_id":"2648303686","title":"非农“哑火”，花旗：加息理由已“不复存在”，预计美联储10月重启降息","subtitle":"","subtitle_show":0,"pub_time":1783049135900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776126","is_publish_highlight":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":2,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"ESmain":2,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"NQmain":2,"PBDC":1.5,"SCHO":1.5,"SGOV":2,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TMV":2,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YMmain":2},"rights":null},{"id":735998,"article_id":"2648341630","title":"中国6月RatingDog服务业PMI 54.1，扩张速度较上月小幅回落","subtitle":"","subtitle_show":0,"pub_time":1783047267000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776125","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":735719,"article_id":"2648312637","title":"SemiAnalysis驳斥“算力过剩论”：Meta算力扩张远超想象，明年资本开支将“高得惊人”","subtitle":"","subtitle_show":0,"pub_time":1783044068000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776123","is_publish_highlight":1,"symbols_score_info":{"AAPL":0.6,"BULZ":1.5,"GOOG":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":1.5,"TSLA":0.6,"YMAG":1.5},"rights":null},{"id":735646,"article_id":"2648329476","title":"日韩股市反弹，美股期货走高","subtitle":"","subtitle_show":0,"pub_time":1783042027000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776124","is_publish_highlight":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"FGBXmain":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":735599,"article_id":"2648048634","title":"高盛对冲基金主管的“半年度总结”：这种情况以前只发生过一次","subtitle":"","subtitle_show":0,"pub_time":1783041488000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776119","is_publish_highlight":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":735602,"article_id":"2648263404","title":"“AI鬼故事”不断！“老牌PE”黑石意外退出“全球最大数据中心园区”","subtitle":"","subtitle_show":0,"pub_time":1783040955000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776118","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"BX":1.5,"CHAT":1.5,"DTCR":1.5},"rights":null},{"id":735582,"article_id":"2648634978","title":"“掌控”美联储，特朗普一直没放弃","subtitle":"","subtitle_show":0,"pub_time":1783040735500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776111","is_publish_highlight":1,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VGIT":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":735562,"article_id":"2648634920","title":"海事史上最大豪赌！美伊战前70亿美元“囤积”超级油轮，这位韩国大亨赚翻了","subtitle":"","subtitle_show":0,"pub_time":1783039044000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776113","is_publish_highlight":0,"symbols_score_info":{"BOAT":1.5,"BWET":1.5},"rights":null},{"id":735520,"article_id":"2648354634","title":"德国宣布“全面经济改革计划”，包括“提高退休年龄，放宽企业裁员管制”，总理：“我理解人们对过去的怀念，但我们不能躲在过去”","subtitle":"","subtitle_show":0,"pub_time":1783038519000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776117","is_publish_highlight":0,"symbols_score_info":{"FDAXmain":1.5,"FDXMmain":1.5,"FDXSmain":0.6},"rights":null},{"id":735536,"article_id":"2648634363","title":"华尔街对下半年“乐观得很一致”：相信市场会“克服一切”","subtitle":"","subtitle_show":0,"pub_time":1783038477000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776112","is_publish_highlight":1,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":735532,"article_id":"2648634357","title":"狂喷大模型巨头！Palantir CEO：他们商业模式有巨大问题，不顾企业风险向企业“收税”","subtitle":"","subtitle_show":0,"pub_time":1783038327000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776116","is_publish_highlight":0,"symbols_score_info":{"PLOO":0.6,"PLT":0.6,"PLTA":0.6,"PLTD":0.6,"PLTG":0.6,"PLTI":0.6,"PLTR":1.95,"PLTU":0.6,"PLTW":0.6,"PLTY":0.6,"PLTZ":0.6,"PLYY":0.6,"PTIR":0.6},"rights":null},{"id":735464,"article_id":"2648337631","title":"韩元开启24小时交易：汇率承压下的金融突围与流动性大考","subtitle":"","subtitle_show":0,"pub_time":1783036307000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776109","is_publish_highlight":0,"symbols_score_info":{"159940":1.5,"EWY":1.5,"FLKR":1.5,"KUmain":1.5,"KORU":1.5,"MKOR":1.5},"rights":null},{"id":735467,"article_id":"2648313516","title":"私募信贷赎回潮未退！Blue Owl再遭巨额赎回，连续两个季度限制提款","subtitle":"","subtitle_show":0,"pub_time":1783035815000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776104","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":734670,"article_id":"2648688361","title":"AI产能过剩疑虑引爆芯片股抛售潮，韩国“国民财富”面临重估","subtitle":"","subtitle_show":0,"pub_time":1783034780700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776081","is_publish_highlight":1,"symbols_score_info":{"07747":0.6,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"META":2.1,"METD":0.6,"METU":0.6,"METW":0.6,"MU":2.1,"MUD":0.6,"MULL":0.6,"MUU":0.6,"SKHY":2.1,"SSNLF":1.93},"rights":null},{"id":735307,"article_id":"2648075680","title":"特斯拉Q2交付大超预期创历史最强，股价为何一度重挫8%创一年最大跌幅？","subtitle":"","subtitle_show":0,"pub_time":1783033604300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776097","is_publish_highlight":1,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.98,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":735401,"article_id":"2648636717","title":"霍尔木兹收费势不可挡？欧洲据称已相信付费不可避免、阿曼同欧美分享正式方案","subtitle":"","subtitle_show":0,"pub_time":1783031083000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776106","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":735299,"article_id":"2648968002","title":"欧洲央行行长：6月加息是正确决定，供应冲击仍在扩散","subtitle":"","subtitle_show":0,"pub_time":1783021648000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776100","is_publish_highlight":0,"symbols_score_info":{"EPV":1.5,"EUFN":1.5,"EURL":1.5,"FEZ":1.5,"FLEE":1.5,"FXE":1.5,"IEUR":1.5,"IEV":1.5,"SPEU":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"VGK":1.5},"rights":null},{"id":735304,"article_id":"2648680025","title":"哈塞特批评鲍威尔：留任美联储极不寻常，阻碍特朗普任命新人选","subtitle":"","subtitle_show":0,"pub_time":1783021633000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776099","is_publish_highlight":0,"symbols_score_info":{"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":735252,"article_id":"2648687253","title":"非农“哑火”，华尔街料沃什可再等，“新美联储通讯社”：报告对联储判断几无影响，就业没通胀重要","subtitle":"","subtitle_show":0,"pub_time":1783018342000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776096","is_publish_highlight":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GCmain":1.5,"MGCmain":1.5,"GBIL":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":735248,"article_id":"2648687230","title":"存储不再闭眼买？大摩：原厂> 模组厂，DRAM > NAND","subtitle":"","subtitle_show":0,"pub_time":1783012094000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776089","is_publish_highlight":0,"symbols_score_info":{"DRAL":0.6,"DRAM":1.5,"RAM":0.6},"rights":null},{"id":735140,"article_id":"2648681461","title":"Anthropic自研AI芯片计划引发美股半导体大跌！闪迪大跌12%，纳指100转跌超1%","subtitle":"","subtitle_show":0,"pub_time":1783008956000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776091","is_publish_highlight":0,"symbols_score_info":{"AMD":1.86,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6,"SNDC":0.6,"SNDG":0.6,"SNDK":1.91,"SNDQ":0.6,"SNDU":0.6,"SNXX":0.6,"SOX":1.88,"WDC":1.85,"WDCX":0.6},"rights":null},{"id":735126,"article_id":"2648368165","title":"杠杆ETF不过是冰山一角：从散户到货币基金，系统性风险正悄然蔓延","subtitle":"","subtitle_show":0,"pub_time":1783008280000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776092","is_publish_highlight":0,"symbols_score_info":{"03152":1.5,"FDN":1.5},"rights":null},{"id":735132,"article_id":"2648681662","title":"本土模型+千万机器人！日本祭出\"主权AI\"大计，2.3万亿美元押未来","subtitle":"","subtitle_show":0,"pub_time":1783008233000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776090","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"ROBO":1.5},"rights":null},{"id":735129,"article_id":"2648816596","title":"对话领克周钘：领克要从同质化里突围","subtitle":"","subtitle_show":0,"pub_time":1783008214000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776088","is_publish_highlight":0,"symbols_score_info":{"80175":0.6,"00175":1.5,"EVS.SI":0.6,"GELYY":0.6},"rights":null},{"id":735036,"article_id":"2648686437","title":"AI疯狂波动，关键的破局指标看什么？","subtitle":"","subtitle_show":0,"pub_time":1783004544500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776086","is_publish_highlight":1,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":734635,"article_id":"2648888336","title":"迪卡侬入股折叠自行车BROMPTON，补位高端城市微出行","subtitle":"","subtitle_show":0,"pub_time":1782996311000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776084","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":734122,"article_id":"1144374818","title":"大跌只是表象，英伟达和Meta从两个方向走进了同一个战场","subtitle":"","subtitle_show":0,"pub_time":1782987881257,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":733787,"article_id":"2648508308","title":"软银计划在美国推出AI云服务，下一财年开始出租算力","subtitle":"","subtitle_show":0,"pub_time":1782987318000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776065","is_publish_highlight":1,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"SFTBY":2},"rights":null},{"id":734048,"article_id":"2648506335","title":"一审被判赔LV千万，茉莉奶白四叶花logo陷侵权风波","subtitle":"","subtitle_show":0,"pub_time":1782985573000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776076","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":733768,"article_id":"2648857071","title":"AI芯片出口火爆，韩国通胀创30个月新高","subtitle":"","subtitle_show":0,"pub_time":1782980759000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776060","is_publish_highlight":0,"symbols_score_info":{"03121":0.69,"CHPS":0.81,"CHPY":0.81,"EWY":0.84,"FLKR":0.84,"FTXL":0.81,"KDEF":0.69,"KORU":0.84,"MKOR":0.81,"PSI":0.81,"SMH":0.81,"SMHX":0.81,"SOXL":0.81,"SOXQ":0.81,"SOXS":0.81,"SOXX":0.81,"SOXY":0.81,"SSG":0.81,"TEKX":0.81,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":0.69,"US12M.BOND":0.69,"US2Y.BOND":0.69,"US30Y.BOND":0.69,"US3Y.BOND":0.69,"US5Y.BOND":0.69,"US6M.BOND":0.69,"US7Y.BOND":0.69,"USD":0.81,"XSD":0.81},"rights":null},{"id":733772,"article_id":"2648570713","title":"韩国p型钙钛矿晶体管取得重大进展，有望用于AI计算DRAM","subtitle":"","subtitle_show":0,"pub_time":1782980747000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776064","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5,"RAM":0.6},"rights":null},{"id":733682,"article_id":"2648570949","title":"AI资本开支见顶之时，就是黄金东山再起之日？","subtitle":"","subtitle_show":0,"pub_time":1782979870000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776058","is_publish_highlight":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"AAAU":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"CHAT":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":733580,"article_id":"2648577691","title":"美银：Meta卖算力，意在讲好AI投资回报故事","subtitle":"","subtitle_show":0,"pub_time":1782977837000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776055","is_publish_highlight":0,"symbols_score_info":{"AAPL":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BULZ":1.5,"CHAT":1.5,"GOOG":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":1.5,"TSLA":0.6,"YMAG":1.5},"rights":null},{"id":733502,"article_id":"2648911572","title":"VCSEL还是硅光？英伟达光互连核心人才的出走ams OSRAM，CPO赛道格局已然生变","subtitle":"","subtitle_show":0,"pub_time":1782976234000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776056","is_publish_highlight":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AMSSY":1.91,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.86,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":733451,"article_id":"2648012574","title":"报道：联发科ASIC拿下谷歌以外“第二大客户”，预计为Meta","subtitle":"","subtitle_show":0,"pub_time":1782975237000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776044","is_publish_highlight":0,"symbols_score_info":{"FBL":0.6,"FBY":0.6,"FBYY":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.86,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":1.83,"METD":0.6,"METU":0.6,"METW":0.6,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.78},"rights":null},{"id":734129,"article_id":"2648430509","title":"日本高利率时代的赢家和输家","subtitle":"","subtitle_show":0,"pub_time":1782974790000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776057","is_publish_highlight":0,"symbols_score_info":{"BBJP":0.68,"DFJ":0.68,"DXJ":0.68,"EWJ":0.68,"EWJV":0.68,"EWV":0.68,"EZJ":0.68,"FLJP":0.68,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9,"JPXN":0.68,"YCS":0.68},"rights":null},{"id":733433,"article_id":"2648574290","title":"马斯克晒Optimus量产团队合照，承认生产初期“极其缓慢”：这不像造车","subtitle":"","subtitle_show":0,"pub_time":1782974756000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776054","is_publish_highlight":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.97,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":733448,"article_id":"2648574708","title":"日本长债集体下跌！外资6月抛售日本债券规模创2023年以来之最","subtitle":"","subtitle_show":0,"pub_time":1782974321000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776053","is_publish_highlight":0,"symbols_score_info":{"BNDW":1.5},"rights":null},{"id":732790,"article_id":"2648527881","title":"马斯克推进550亿美元Terafab芯片项目，特斯拉与SpaceX合并预期再升温","subtitle":"","subtitle_show":0,"pub_time":1782974291900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776017","is_publish_highlight":1,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"INTW":0.6,"LINT":0.6,"LOFF":0.6,"SNK":0.6,"SPAL":0.6,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":0.6,"SPCX":1.85,"SSPC":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.93,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":733338,"article_id":"2648957117","title":"Meta卖AI算力，是认输还是破局？华尔街观点分裂","subtitle":"","subtitle_show":0,"pub_time":1782974019900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776048","is_publish_highlight":1,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BULZ":1.5,"CHAT":1.5,"FAZ":1.5,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"MAGY":1.5,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"SOCL":1.5,"YMAG":1.5},"rights":null},{"id":733387,"article_id":"2648374574","title":"今晚，沃什时代首份非农出炉，世界杯或营造就业\"虚火\"","subtitle":"","subtitle_show":0,"pub_time":1782973843300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776051","is_publish_highlight":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":2,"BND":2,"BOXX":2,"EDV":2,"ESmain":2,"GOVT":2,"GSX":0.6,"HYG":2,"IEF":2,"NQmain":2,"QQQ":2,"SCHO":2,"SGOV":2,"SHV":2,"SHY":2,"SQQQ":2,"SVIX":0.6,"SVXY":0.6,"TBT":2,"TLH":2,"TLT":2,"TLTW":2,"TMF":2,"TMV":2,"TQQQ":2,"UBT":2,"UVIX":0.6,"UVXY":0.6,"VGIT":2,"VGLT":2,"VGSH":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":733405,"article_id":"2648757454","title":"英伟达要开始分云厂商的钱了","subtitle":"","subtitle_show":0,"pub_time":1782973620000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776047","is_publish_highlight":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":733358,"article_id":"2648757172","title":"穿越3.19万亿“迷雾”，保险业正在进入“二次发育”","subtitle":"","subtitle_show":0,"pub_time":1782972570000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776049","is_publish_highlight":0,"symbols_score_info":{},"rights":null},{"id":733260,"article_id":"2648760095","title":"高盛：世界杯将增加4万非农就业","subtitle":"","subtitle_show":0,"pub_time":1782972030700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3776036","is_publish_highlight":1,"symbols_score_info":{"159934":0.6,"518880":0.6,".DJI":2,".IXIC":2,".SPX":2,"AGG":2,"BND":2,"BOXX":2,"DUST":0.6,"EDV":2,"ESmain":2,"GDX":0.6,"GLD":0.6,"GOVT":2,"HYG":2,"IAU":0.6,"IEF":2,"NQmain":2,"NUGT":0.6,"QQQ":2,"SCHO":2,"SGOV":2,"SHV":2,"SHY":2,"SQQQ":2,"SVIX":0.6,"SVXY":0.6,"TBT":2,"TLH":2,"TLT":2,"TLTW":2,"TMF":2,"TMV":2,"TQQQ":2,"UBT":2,"UVIX":0.6,"UVXY":0.6,"VGIT":2,"VGLT":2,"VGSH":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":733341,"article_id":"2648571993","title":"“新美联储通讯社”：沃什称通胀风险下降，但拒绝透露7月是否加息","subtitle":"","subtitle_show":0,"pub_time":1782971761000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776046","is_publish_highlight":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":733276,"article_id":"2648579579","title":"中企出海、AI拉动下 广州甲级写字楼租赁净吸纳量增长超3倍","subtitle":"","subtitle_show":0,"pub_time":1782966957000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776042","is_publish_highlight":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":733263,"article_id":"2648576007","title":"沃什“鸽派”转向扑灭加息火苗，黄金企稳4000美元，折射利率路径重新定价","subtitle":"","subtitle_show":0,"pub_time":1782965884000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3776038","is_publish_highlight":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"TLT":1.5,"TMF":1.5,"UDN":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USG":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5},"rights":null}],"views":[],"tweetList":[{"id":575869390493288,"gmtCreate":1781601401044,"gmtModify":1781604069945,"author":{"id":"4204818795581912","authorId":"4204818795581912","name":"Invests no gambling","avatar":"https://community-static.tradeup.com/news/36fa51bb4b75c0adc6108bf97e8a90fe","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204818795581912","idStr":"4204818795581912"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575869390493288","repostId":"2643373567","repostType":2,"repost":{"id":"2643373567","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1781599906,"share":"https://ttm.financial/m/news/2643373567?lang=en_US&edition=fundamental","pubTime":"2026-06-16 16:51","market":"sg","language":"zh","title":"Citrini: AMD and Apple are both betting on flash memory to replace DRAM, and memory costs may fall 55 times","url":"https://stock-news.laohu8.com/highlight/detail?id=2643373567","media":"华尔街见闻","summary":"面对DRAM暴涨，AI存储向低成本闪存转移。AMD收购MEXT将AI驱动闪存技术引入数据中心，苹果推进端侧闪存方案。巨头看重闪存成本仅为DRAM的1/55，正重构AI存储架构。","content":"<p><html><head></head><body><p style=\"text-align: left;\">The reliance on expensive DRAM for AI inference is loosening.<a href=\"https://laohu8.com/S/AMD\">AMD</a>Announced the acquisition of memory optimization company MEXT to bring AI-driven flash memory optimization technology to data centers. This marks that AI storage architecture is undergoing a structural migration, and the core driver is only one number:<strong>Flash costs only 1/55 of DRAM.</strong></p><p><p style=\"text-align: left;\">On Monday, AMD announced the completion of its acquisition of MEXT for an undisclosed amount. AI-driven predictive memory technology developed by MEXT aims to make flash memory behave closer to DRAM, expanding the available memory capacity while maintaining performance and efficiency. AMD said the acquisition will expand its AI portfolio to help data center customers improve performance, reduce total cost of ownership and accelerate workload deployment. \"The demand for memory is growing in every category of enterprise computing,\" AMD said in a statement.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a86b38617b68e608382e6d8db9bf1389\" data-align=\"center\" tg-width=\"1024\" tg-height=\"755\"/><span></span></p><p><p style=\"text-align: left;\">The news of the acquisition spurred AMD shares to rise 7.7% to $550.75 on Monday, as the market capitalization approached the $900 billion mark, and the overall S&P 500 index rose 1.8% on the day. AMD's cumulative gain this year has reached 323%. Citi upgraded AMD to Buy from Neutral last Friday and raised its price target to $575 from $460.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe5a732905489dfc96d3c249e9bea543\" data-align=\"center\" tg-width=\"882\" tg-height=\"984\"/><span></span></p><p><p style=\"text-align: left;\">It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The \"LLM in a Flash\" end-side scheme began as early as 2024. Behind this layout is the intensifying DRAM supply crisis. According to TrendForce data, high bandwidth memory (HBM) already accounts for about a quarter of all DRAM wafer production capacity, and DRAM contract prices skyrocketed by about 90% quarter-on-quarter in the first quarter of 2026. Citrini Research pointed out that,<strong>The demand for AI storage is so large that it needs to be undertaken by multi-layer architectures. Flash memory does not replace HBM, but undertakes the overflow demand in the capacity dimension</strong>— — This architectural restructuring is repricing the entire AI storage industry chain.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7db9e832d1e323bc33ae1b899213dd97\" data-align=\"center\" tg-width=\"1024\" tg-height=\"825\"/><span></span></p><p><h2 style=\"text-align: left;\">Memory tax crisis: bottlenecks spread from AI to the whole economy</h2><p style=\"text-align: left;\">According to<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Shawn Kim's team judged earlier this month,<strong>Soaring memory prices and supply scarcity are evolving into full-blown risks to the digital economy,</strong>\"From bottlenecks in AI infrastructure, it spreads to hardware margins, device affordability, cloud costs, inflation and even policy.\" This pressure has been backed up by concrete cases: Xbox CEO Asha Sharma said last week that memory costs have risen about fivefold over the past two years, preventing the company from producing the number of gaming consoles consumers need.</p><p><p style=\"text-align: left;\">HBM's continued encroachment into DRAM capacity is a central driver of this crisis. According to TrendForce<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>SK Hynix,<a href=\"https://laohu8.com/S/MU\">Micron</a>According to the disclosure data of manufacturers, HBM's proportion in DRAM wafer production capacity has climbed from 2% in 2020 to 25% estimated in 2026. Very large-scale cloud vendors pre-purchase future wafer output with multi-year contracts, further compressing the available production capacity of standard chips for mobile phones and PCs.</p><p><p style=\"text-align: left;\">The construction of new DRAM capacity also faces structural constraints. Production expansion relies on EUV lithography to print finer linewidths, with each EUV device selling for about $200 million, and investment in a new fab is easy<a href=\"https://laohu8.com/S/SBAY\">tens of billions</a>US dollars, and the construction period will take years in smooth circumstances. This supply rigidity is the fundamental reason for the sustainability of this round of shortage.</p><p><h2 style=\"text-align: left;\">55x Cost Difference: The Economic Logic of Flash Replacement</h2><p style=\"text-align: left;\">According to Citrini Research,<strong>Flash costs about 1/55 of DRAM per bit — about $0.05 per GB for QLC NAND, $2.75 for DDR5 DRAM, and up to $15 for HBM3E.</strong>The available space for this spread lies in the largest single memory consumption in AI inference-the KV cache (which records the context of all previous tags in each generation step of the model, which can grow to hundreds of GB in long conversations) -which requires read speed far less than the decoding path of model weights. For this kind of sequential data reading, the speed advantage of DRAM narrows significantly, while the capacity advantage of flash memory is fully reflected.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f9b061541f243d013842840b2a9af30\" data-align=\"center\" tg-width=\"1024\" tg-height=\"671\"/><span></span></p><p><p style=\"text-align: left;\">The expansion path of flash memory is also essentially different from that of DRAM. Flash increases capacity by stacking more cell layers vertically, relying on deposition and etching processes already available in existing plants, eliminating the need for new lithography nodes and taking up no EUV resources. Flash controllers are produced based on mature 6/7 nanometer processes, far from the bottleneck nodes that are restricting advanced processes.</p><p><p style=\"text-align: left;\">The previously published paper \"LLM in a Flash\" by Apple researchers provides methodological support: by storing the parameters of large language models in the device Flash memory and retrieving them to DRAM on demand, the model exceeding the upper limit of DRAM capacity can be run on the device with limited DRAM capacity, and the inference speed is 4 to 5 times and 20 to 25 times faster than the naive loading mode on the CPU and GPU respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b87a29aa7ba0ff023c247b4f54e9951\" data-align=\"center\" tg-width=\"1024\" tg-height=\"630\"/><span></span></p><p><h2 style=\"text-align: left;\">Two paths: synchronous evolution of data center and end-side</h2><p style=\"text-align: left;\">AMD's acquisition focuses on data center scenarios. By integrating MEXT technology into AMD's data center portfolio, AMD seeks to help enterprise customers increase resource efficiency and reduce costs in AI workload deployments. Morgan Stanley's Shawn Kim team believes that despite the persistent memory shortage, AMD still has structural advantages in the competitive landscape of the cloud market-\"the demand for CPUs driven by agent AI is structurally conducive to the expansion of AMD's cloud market share.\" Citi's optimistic prediction for AMD is more based on its GPU sales and<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Positive competitive situation.</p><p><p style=\"text-align: left;\">The apple's path is on the side of the end. The \"LLM in a Flash\" scheme partly shifts the dependence of model reasoning on expensive cloud memory to the local Flash memory of the device, which reduces the cost of cloud computing and provides feasible memory architecture support for end-side AI applications.</p><p><p style=\"text-align: left;\">According to Citrini Research, the two major paths together point to the same conclusion:<strong>The memory level of AI reasoning is being reconstructed, and low-frequency KV cache, model weight and end-side data will gradually sink from high-priced HBM/DRAM to NAND Flash/SSD layer, forming a multi-level storage architecture.</strong></p><p><p style=\"text-align: left;\">This structural transformation is forming a multi-level transmission effect along the industrial chain. According to Citrini Research, the most direct beneficiary layer is the original NAND factory. High-capacity NAND, enterprise SSD and QLC NAND are the purest directions, including SanDisk,<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>Micron and Kioxia.</p><p><p style=\"text-align: left;\">The SSD controller layer is considered to be the most persistent-the core of bringing flash really close to the memory experience lies in the controller, firmware, and NVMe architecture optimization, involving<a href=\"https://laohu8.com/S/SIMO\">Silicon Motion</a>Marvell, et al. The CXL/PCIe high-speed interconnect layer also benefits.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Citrini: AMD and Apple are both betting on flash memory to replace DRAM, and memory costs may fall 55 times</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCitrini: AMD and Apple are both betting on flash memory to replace DRAM, and memory costs may fall 55 times\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-06-16 16:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">The reliance on expensive DRAM for AI inference is loosening.<a href=\"https://laohu8.com/S/AMD\">AMD</a>Announced the acquisition of memory optimization company MEXT to bring AI-driven flash memory optimization technology to data centers. This marks that AI storage architecture is undergoing a structural migration, and the core driver is only one number:<strong>Flash costs only 1/55 of DRAM.</strong></p><p><p style=\"text-align: left;\">On Monday, AMD announced the completion of its acquisition of MEXT for an undisclosed amount. AI-driven predictive memory technology developed by MEXT aims to make flash memory behave closer to DRAM, expanding the available memory capacity while maintaining performance and efficiency. AMD said the acquisition will expand its AI portfolio to help data center customers improve performance, reduce total cost of ownership and accelerate workload deployment. \"The demand for memory is growing in every category of enterprise computing,\" AMD said in a statement.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a86b38617b68e608382e6d8db9bf1389\" data-align=\"center\" tg-width=\"1024\" tg-height=\"755\"/><span></span></p><p><p style=\"text-align: left;\">The news of the acquisition spurred AMD shares to rise 7.7% to $550.75 on Monday, as the market capitalization approached the $900 billion mark, and the overall S&P 500 index rose 1.8% on the day. AMD's cumulative gain this year has reached 323%. Citi upgraded AMD to Buy from Neutral last Friday and raised its price target to $575 from $460.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe5a732905489dfc96d3c249e9bea543\" data-align=\"center\" tg-width=\"882\" tg-height=\"984\"/><span></span></p><p><p style=\"text-align: left;\">It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The \"LLM in a Flash\" end-side scheme began as early as 2024. Behind this layout is the intensifying DRAM supply crisis. According to TrendForce data, high bandwidth memory (HBM) already accounts for about a quarter of all DRAM wafer production capacity, and DRAM contract prices skyrocketed by about 90% quarter-on-quarter in the first quarter of 2026. Citrini Research pointed out that,<strong>The demand for AI storage is so large that it needs to be undertaken by multi-layer architectures. Flash memory does not replace HBM, but undertakes the overflow demand in the capacity dimension</strong>— — This architectural restructuring is repricing the entire AI storage industry chain.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7db9e832d1e323bc33ae1b899213dd97\" data-align=\"center\" tg-width=\"1024\" tg-height=\"825\"/><span></span></p><p><h2 style=\"text-align: left;\">Memory tax crisis: bottlenecks spread from AI to the whole economy</h2><p style=\"text-align: left;\">According to<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Shawn Kim's team judged earlier this month,<strong>Soaring memory prices and supply scarcity are evolving into full-blown risks to the digital economy,</strong>\"From bottlenecks in AI infrastructure, it spreads to hardware margins, device affordability, cloud costs, inflation and even policy.\" This pressure has been backed up by concrete cases: Xbox CEO Asha Sharma said last week that memory costs have risen about fivefold over the past two years, preventing the company from producing the number of gaming consoles consumers need.</p><p><p style=\"text-align: left;\">HBM's continued encroachment into DRAM capacity is a central driver of this crisis. According to TrendForce<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>SK Hynix,<a href=\"https://laohu8.com/S/MU\">Micron</a>According to the disclosure data of manufacturers, HBM's proportion in DRAM wafer production capacity has climbed from 2% in 2020 to 25% estimated in 2026. Very large-scale cloud vendors pre-purchase future wafer output with multi-year contracts, further compressing the available production capacity of standard chips for mobile phones and PCs.</p><p><p style=\"text-align: left;\">The construction of new DRAM capacity also faces structural constraints. Production expansion relies on EUV lithography to print finer linewidths, with each EUV device selling for about $200 million, and investment in a new fab is easy<a href=\"https://laohu8.com/S/SBAY\">tens of billions</a>US dollars, and the construction period will take years in smooth circumstances. This supply rigidity is the fundamental reason for the sustainability of this round of shortage.</p><p><h2 style=\"text-align: left;\">55x Cost Difference: The Economic Logic of Flash Replacement</h2><p style=\"text-align: left;\">According to Citrini Research,<strong>Flash costs about 1/55 of DRAM per bit — about $0.05 per GB for QLC NAND, $2.75 for DDR5 DRAM, and up to $15 for HBM3E.</strong>The available space for this spread lies in the largest single memory consumption in AI inference-the KV cache (which records the context of all previous tags in each generation step of the model, which can grow to hundreds of GB in long conversations) -which requires read speed far less than the decoding path of model weights. For this kind of sequential data reading, the speed advantage of DRAM narrows significantly, while the capacity advantage of flash memory is fully reflected.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f9b061541f243d013842840b2a9af30\" data-align=\"center\" tg-width=\"1024\" tg-height=\"671\"/><span></span></p><p><p style=\"text-align: left;\">The expansion path of flash memory is also essentially different from that of DRAM. Flash increases capacity by stacking more cell layers vertically, relying on deposition and etching processes already available in existing plants, eliminating the need for new lithography nodes and taking up no EUV resources. Flash controllers are produced based on mature 6/7 nanometer processes, far from the bottleneck nodes that are restricting advanced processes.</p><p><p style=\"text-align: left;\">The previously published paper \"LLM in a Flash\" by Apple researchers provides methodological support: by storing the parameters of large language models in the device Flash memory and retrieving them to DRAM on demand, the model exceeding the upper limit of DRAM capacity can be run on the device with limited DRAM capacity, and the inference speed is 4 to 5 times and 20 to 25 times faster than the naive loading mode on the CPU and GPU respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b87a29aa7ba0ff023c247b4f54e9951\" data-align=\"center\" tg-width=\"1024\" tg-height=\"630\"/><span></span></p><p><h2 style=\"text-align: left;\">Two paths: synchronous evolution of data center and end-side</h2><p style=\"text-align: left;\">AMD's acquisition focuses on data center scenarios. By integrating MEXT technology into AMD's data center portfolio, AMD seeks to help enterprise customers increase resource efficiency and reduce costs in AI workload deployments. Morgan Stanley's Shawn Kim team believes that despite the persistent memory shortage, AMD still has structural advantages in the competitive landscape of the cloud market-\"the demand for CPUs driven by agent AI is structurally conducive to the expansion of AMD's cloud market share.\" Citi's optimistic prediction for AMD is more based on its GPU sales and<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Positive competitive situation.</p><p><p style=\"text-align: left;\">The apple's path is on the side of the end. The \"LLM in a Flash\" scheme partly shifts the dependence of model reasoning on expensive cloud memory to the local Flash memory of the device, which reduces the cost of cloud computing and provides feasible memory architecture support for end-side AI applications.</p><p><p style=\"text-align: left;\">According to Citrini Research, the two major paths together point to the same conclusion:<strong>The memory level of AI reasoning is being reconstructed, and low-frequency KV cache, model weight and end-side data will gradually sink from high-priced HBM/DRAM to NAND Flash/SSD layer, forming a multi-level storage architecture.</strong></p><p><p style=\"text-align: left;\">This structural transformation is forming a multi-level transmission effect along the industrial chain. According to Citrini Research, the most direct beneficiary layer is the original NAND factory. High-capacity NAND, enterprise SSD and QLC NAND are the purest directions, including SanDisk,<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>Micron and Kioxia.</p><p><p style=\"text-align: left;\">The SSD controller layer is considered to be the most persistent-the core of bringing flash really close to the memory experience lies in the controller, firmware, and NVMe architecture optimization, involving<a href=\"https://laohu8.com/S/SIMO\">Silicon Motion</a>Marvell, et al. The CXL/PCIe high-speed interconnect layer also benefits.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a86b38617b68e608382e6d8db9bf1389","relate_stocks":{"LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","AAPW":"AAPL周配息ETF-Roundhill","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","AAPX":"2倍做多Apple ETF-T-Rex","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","AAPY":"AAPL收益溢价策略ETF-Kurv","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","AMUU":"2倍做多AMD ETF-Direxion","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","AMYY":"GraniteShares YieldBOOST AMD ETF","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4543":"AI","BK4512":"苹果概念","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4592":"伊斯兰概念","BK4515":"5G概念","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4553":"喜马拉雅资本持仓","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4585":"ETF&股票定投概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4559":"巴菲特持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4170":"电脑硬件、储存设备及电脑周边","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4598":"佩洛西持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4529":"IDC概念","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4605":"半导体精选","APLY":"AAPL期权收益策略ETF-YieldMax","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4527":"明星科技股","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4571":"数字音乐概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4576":"AR","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4575":"芯片概念","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4612":"AI芯片","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","BK4579":"人工智能","BK4614":"Manus概念股","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4574":"无人驾驶","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","DAMD":"2倍做空AMD ETF-Defiance","BK4573":"虚拟现实","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","AAPU":"2倍做多AAPL ETF-Direxion","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4507":"流媒体概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4501":"段永平概念","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","BK4566":"资本集团","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4505":"高瓴资本持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","AAPL":"苹果","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","AMDD":"1倍做空AMD ETF-Direxion","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","AMDG":"2倍做多AMD ETF- Leverage Shares","AMD":"美国超微公司","AMDL":"2倍做多AMD ETF-GraniteShares","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","AMDS":"GRANITESHARES 1X SHORT AMD DAILY ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","AMDU":"Defiance Leveraged Long + Income AMD ETF","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","AMDW":"Roundhill AMD WeeklyPay ETF","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","AMDY":"AMD期权收益策略ETF-YieldMax","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","AAPB":"2倍做多AAPL ETF-GraniteShares","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","AAPD":"1倍做空AAPL ETF-Direxion","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"https://wallstreetcn.com/articles/3774784","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643373567","content_text":"AI推理对昂贵DRAM的依赖正在松动。AMD宣布收购内存优化公司MEXT，将AI驱动的闪存优化技术引入数据中心。这标志着AI存储架构正在经历一场结构性迁移，而核心驱动力只有一个数字：闪存成本仅为DRAM的1/55。周一，AMD宣布以未披露金额完成对MEXT的收购。MEXT开发的AI驱动预测内存技术，旨在让闪存的行为更接近DRAM，在维持性能与效率的同时扩展可用内存容量。AMD表示，此次收购将扩充其AI产品组合，帮助数据中心客户提升性能、降低总拥有成本并加速工作负载部署。\"对内存的需求正在企业计算的每个品类中增长，\"AMD在声明中称。收购消息刺激AMD股价周一上涨7.7%至550.75美元，市值逼近9000亿美元关口，当日S&P 500指数整体上涨1.8%。AMD今年以来累计涨幅已达323%。花旗上周五将AMD评级从中性上调至买入，目标价从460美元上调至575美元。值得注意的是，苹果早在2024年就开始推进\"LLM in a Flash\"端侧方案。这一布局背后，是愈演愈烈的DRAM供给危机。据TrendForce数据，高带宽内存（HBM）已占全部DRAM晶圆产能的约四分之一，DRAM合约价格在2026年第一季度单季环比暴涨约90%。Citrini Research指出，AI存储需求已大到需要多层架构共同承接，闪存并非取代HBM，而是在容量维度承接溢出需求——这场架构重构正在重新定价整条AI存储产业链。内存税危机：瓶颈从AI蔓延至全经济据摩根士丹利分析师Shawn Kim团队本月早些时候的判断，内存价格飙升和供应稀缺正演变为数字经济的全面风险，\"从AI基础设施的瓶颈，蔓延至硬件利润率、设备可负担性、云成本、通胀乃至政策层面。\"这一压力已有具体案例佐证：Xbox首席执行官Asha Sharma上周表示，内存成本在过去两年间上涨了约五倍，导致公司无法生产消费者所需数量的游戏主机。HBM对DRAM产能的持续蚕食是这场危机的核心驱动。据TrendForce及三星、SK海力士、美光等厂商的披露数据，HBM在DRAM晶圆产能中的占比已从2020年的2%攀升至2026年预估的25%。超大规模云厂商以多年期合同预购未来晶圆产出，进一步压缩了面向手机和PC的标准芯片可用产能。新增DRAM产能的建设同样面临结构性制约。扩产依赖EUV光刻机印制更精细线宽，每台EUV设备售价高达约2亿美元，一座新晶圆厂的投资动辄数百亿美元，建设周期在顺利情况下也需数年。这一供给刚性，正是本轮短缺具备持续性的根本原因。55倍成本差：闪存替代的经济逻辑据Citrini Research测算，闪存的每比特成本约为DRAM的1/55——QLC NAND约为每GB 0.05美元，DDR5 DRAM约为2.75美元，HBM3E则高达15美元。这一价差的可利用空间，在于AI推理中最大的单一内存消耗——KV缓存（记录模型每次生成步骤中所有先前标记的上下文，长对话中可增长至数百GB）——对读取速度的要求远低于模型权重的解码路径。对于此类顺序读取数据，DRAM的速度优势大幅收窄，而闪存的容量优势则充分体现。闪存的扩容路径也与DRAM存在本质区别。闪存通过垂直堆叠更多单元层来增加容量，依赖现有工厂已有的沉积和刻蚀工艺，无需新的光刻节点，不占用EUV资源。闪存控制器基于成熟的6/7纳米制程生产，远离正在制约先进制程的瓶颈节点。苹果研究人员此前发表的论文\"LLM in a Flash\"提供了方法论支撑：通过将大语言模型参数存储于设备闪存、按需调取至DRAM的方式，可在DRAM容量受限的设备上运行超出其容量上限的模型，并在CPU和GPU上分别实现比朴素加载方式快4至5倍和20至25倍的推理速度。两条路径：数据中心与端侧同步演进AMD的收购聚焦数据中心场景。通过将MEXT技术整合至AMD数据中心产品组合，AMD寻求帮助企业客户在AI工作负载部署中提升资源利用效率并压缩成本。摩根士丹利Shawn Kim团队认为，尽管内存短缺持续，AMD在云端市场竞争格局上仍具结构性优势——\"代理式AI驱动的CPU需求在结构上有利于AMD在云端市场份额的扩张。\"花旗对AMD的乐观预判则更多基于其GPU销售与英伟达的正面竞争态势。苹果的路径则落子端侧。\"LLM in a Flash\"方案将模型推理对昂贵云端内存的依赖部分转移至设备本地闪存，在降低云端运算成本的同时，为端侧AI应用提供可行的内存架构支撑。据Citrini Research，两大路径共同指向同一结论：AI推理的内存层级正在重构，低频KV缓存、模型权重及端侧数据，将逐步从高价的HBM/DRAM下沉至NAND Flash/SSD层，形成多层次存储架构。这一架构转变正沿产业链形成多层次的传导效应。据Citrini Research梳理，最直接的受益层是NAND原厂，高容量NAND、企业级SSD及QLC NAND为最纯粹的方向，包括SanDisk、西部数据、美光及铠侠。SSD控制器层被认为持续性最强——让闪存真正接近内存体验的核心在于控制器、固件与NVMe架构优化，涉及Silicon Motion、Marvell等。CXL/PCIe高速互联层亦受益。","news_type":1,"symbols_score_info":{"AAPL":1.89,"AMYY":0.6,"AMDW":0.6,"AAPB":0.6,"AMDU":0.6,"AMDL":0.6,"AAPD":0.6,"AMDD":0.6,"APLY":0.6,"AMDS":0.6,"AAPW":0.6,"AMDY":0.6,"AAPX":0.6,"DAMD":0.6,"AMUU":0.6,"AAPY":0.6,"AMD":1.96,"AAPU":0.6,"AMDG":0.6}},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}