[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio0f839616":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio0f839616","内存芯片现货价格正在全面上涨，而且上涨趋势还在加速 MU","\u002Fdoc\u002Fdcio0f839616","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp data-start=\"52\" data-end=\"109\">\u003Cspan style=\"font-size: large;\">根据美股大数据 StockWe.com&nbsp;追踪，从4月底到6月17日，几乎所有主流DDR4、DDR5产品价格都在持续创新高，说明整个存储行业已经进入供不应求阶段。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Ch2 data-section-id=\"1c3xvyl\" data-start=\"111\" data-end=\"126\">\u003Cspan style=\"font-size: large;\">一、涨得最猛的是DDR4\u003C\u002Fspan>\u003C\u002Fh2>\r\n\u003Cp data-start=\"128\" data-end=\"137\">\u003Cspan style=\"font-size: large;\">图中橙色柱状代表：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"139\" data-end=\"162\">\u003Cspan style=\"font-size: large;\">\u003Cstrong data-start=\"139\" data-end=\"162\">DDR4 16Gb（2G×8）3200\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"164\" data-end=\"190\">\u003Cspan style=\"font-size: large;\">价格从4月底约58美元附近，一路上涨至接近68美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"192\" data-end=\"205\">\u003Cspan style=\"font-size: large;\">不到两个月涨幅接近20%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"207\" data-end=\"212\">\u003Cspan style=\"font-size: large;\">这意味着：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cul data-start=\"214\" data-end=\"286\">\r\n\u003Cli data-section-id=\"mf2zrm\" data-start=\"214\" data-end=\"229\">\u003Cspan style=\"font-size: large;\">DDR4市场出现严重缺货；\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"y2luof\" data-start=\"230\" data-end=\"258\">\u003Cspan style=\"font-size: large;\">原厂（三星、SK海力士、美光）持续减少DDR4产能；\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"1p48520\" data-start=\"259\" data-end=\"272\">\u003Cspan style=\"font-size: large;\">下游客户开始抢货囤货；\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"zf84kx\" data-start=\"273\" data-end=\"286\">\u003Cspan style=\"font-size: large;\">现货市场每天都在提价。\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n\u003Cp data-start=\"288\" data-end=\"370\">\u003Cspan style=\"font-size: large;\">由于三星、美光、SK海力士正把产能转向HBM和DDR5，DDR4供给越来越少，而工业、PC、服务器、汽车等领域仍然需要DDR4，因此形成了典型的供给收缩型涨价周期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"372\" data-end=\"375\" \u002F>\r\n\u003Ch2 data-section-id=\"gzf9bs\" data-start=\"377\" data-end=\"394\">\u003Cspan style=\"font-size: large;\">二、DDR5价格也在同步上涨\u003C\u002Fspan>\u003C\u002Fh2>\r\n\u003Cp data-start=\"396\" data-end=\"401\">\u003Cspan style=\"font-size: large;\">绿色柱状：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Ch3 data-section-id=\"i8awoo\" data-start=\"403\" data-end=\"431\">\u003Cspan style=\"font-size: large;\">DDR5 16Gb（2G×8）4800\u002F5600\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"433\" data-end=\"448\">\u003Cspan style=\"font-size: large;\">从39美元上涨到45美元左右。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"450\" data-end=\"454\">\u003Cspan style=\"font-size: large;\">深蓝色：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Ch3 data-section-id=\"4mhhdy\" data-start=\"456\" data-end=\"473\">\u003Cspan style=\"font-size: large;\">DDR5 16Gb eTT\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"475\" data-end=\"490\">\u003Cspan style=\"font-size: large;\">从22美元上涨至23美元以上。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"492\" data-end=\"495\">\u003Cspan style=\"font-size: large;\">黄色：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Ch3 data-section-id=\"4e3ke5\" data-start=\"497\" data-end=\"509\">\u003Cspan style=\"font-size: large;\">DDR4 8Gb\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"511\" data-end=\"526\">\u003Cspan style=\"font-size: large;\">从32美元上涨至36美元附近。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"528\" data-end=\"531\">\u003Cspan style=\"font-size: large;\">说明：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Ch3 data-section-id=\"xqpvgi\" data-start=\"533\" data-end=\"563\">\u003Cspan style=\"font-size: large;\">涨价已经不是单一产品，而是整个DRAM行业全面上涨。\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"565\" data-end=\"583\">\u003Cspan style=\"font-size: large;\">这是存储周期进入景气阶段的重要特征。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"585\" data-end=\"588\" \u002F>\r\n\u003Ch2 data-section-id=\"b5sa5c\" data-start=\"590\" data-end=\"607\">\u003Cspan style=\"font-size: large;\">三、为什么最近涨价越来越快？\u003C\u002Fspan>\u003C\u002Fh2>\r\n\u003Cp data-start=\"609\" data-end=\"617\">\u003Cspan style=\"font-size: large;\">背后有几个原因：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Ch3 data-section-id=\"b4yz8o\" data-start=\"619\" data-end=\"637\">\u003Cspan style=\"font-size: large;\">① 三大原厂主动减产DDR4\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"639\" data-end=\"657\">\u003Cspan style=\"font-size: large;\">三星、SK海力士、美光把资源优先给：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cul data-start=\"659\" data-end=\"681\">\r\n\u003Cli data-section-id=\"1o44hb\" data-start=\"659\" data-end=\"664\">\u003Cspan style=\"font-size: large;\">HBM\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"1j41axb\" data-start=\"665\" data-end=\"671\">\u003Cspan style=\"font-size: large;\">DDR5\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"1s3t54b\" data-start=\"672\" data-end=\"681\">\u003Cspan style=\"font-size: large;\">LPDDR5X\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n\u003Cp data-start=\"683\" data-end=\"696\">\u003Cspan style=\"font-size: large;\">传统DDR4产能持续退出。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"698\" data-end=\"711\">\u003Cspan style=\"font-size: large;\">供给减少导致价格不断上涨。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"713\" data-end=\"716\" \u002F>\r\n\u003Ch3 data-section-id=\"1v12ysm\" data-start=\"718\" data-end=\"737\">\u003Cspan style=\"font-size: large;\">② AI服务器消耗大量DRAM\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"739\" data-end=\"762\">\u003Cspan style=\"font-size: large;\">Blackwell服务器、GB200机柜需要：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cul data-start=\"764\" data-end=\"786\">\r\n\u003Cli data-section-id=\"16oy7ax\" data-start=\"764\" data-end=\"771\">\u003Cspan style=\"font-size: large;\">HBM3E\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"1j41axb\" data-start=\"772\" data-end=\"778\">\u003Cspan style=\"font-size: large;\">DDR5\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"17a5no7\" data-start=\"779\" data-end=\"786\">\u003Cspan style=\"font-size: large;\">RDIMM\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n\u003Cp data-start=\"788\" data-end=\"809\">\u003Cspan style=\"font-size: large;\">每台AI服务器的内存容量是传统服务器数倍。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"811\" data-end=\"835\">\u003Cspan style=\"font-size: large;\">全球AI资本开支爆炸，使DRAM需求持续超预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"837\" data-end=\"840\" \u002F>\r\n\u003Ch3 data-section-id=\"1maql6l\" data-start=\"842\" data-end=\"856\">\u003Cspan style=\"font-size: large;\">③ 中国厂商加大采购\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"858\" data-end=\"878\">\u003Cspan style=\"font-size: large;\">许多客户担心后续继续涨价，开始提前备货。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"880\" data-end=\"883\">\u003Cspan style=\"font-size: large;\">形成：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cblockquote data-start=\"885\" data-end=\"907\">\r\n\u003Cp data-start=\"887\" data-end=\"907\">\u003Cspan style=\"font-size: large;\">涨价 → 抢货 → 库存下降 → 更涨价\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fblockquote>\r\n\u003Cp data-start=\"909\" data-end=\"917\">\u003Cspan style=\"font-size: large;\">进入正反馈循环。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"919\" data-end=\"922\" \u002F>\r\n\u003Ch2 data-section-id=\"11cl2wd\" data-start=\"924\" data-end=\"936\">\u003Cspan style=\"font-size: large;\">四、这意味着什么？\u003C\u002Fspan>\u003C\u002Fh2>\r\n\u003Cp data-start=\"938\" data-end=\"967\">\u003Cspan style=\"font-size: large;\">整个存储行业可能已经进入2021年以来最强的一轮景气周期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"969\" data-end=\"973\">\u003Cspan style=\"font-size: large;\">历史上：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Ch3 data-section-id=\"1iz7ho1\" data-start=\"975\" data-end=\"990\">\u003Cspan style=\"font-size: large;\">DRAM价格上涨10%\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"992\" data-end=\"998\">\u003Cspan style=\"font-size: large;\">通常会带来：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cul data-start=\"1000\" data-end=\"1044\">\r\n\u003Cli data-section-id=\"p7if2o\" data-start=\"1000\" data-end=\"1013\">\u003Cspan style=\"font-size: large;\">三星电子利润大幅改善；\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"n720th\" data-start=\"1014\" data-end=\"1028\">\u003Cspan style=\"font-size: large;\">SK海力士利润高速增长；\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"j758gt\" data-start=\"1029\" data-end=\"1044\">\u003Cspan style=\"font-size: large;\">美光（MU）盈利弹性巨大；\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n\u003Cp data-start=\"1046\" data-end=\"1059\">\u003Cspan style=\"font-size: large;\">因为存储行业固定成本很高。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"1061\" data-end=\"1083\">\u003Cspan style=\"font-size: large;\">价格上涨几美元，往往利润会放大几十个百分点。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"1085\" data-end=\"1088\" \u002F>\r\n\u003Ch2 data-section-id=\"1r081v9\" data-start=\"1090\" data-end=\"1106\">\u003Cspan style=\"font-size: large;\">五、美股最大的受益者是谁？\u003C\u002Fspan>\u003C\u002Fh2>\r\n\u003Ch3 data-section-id=\"glg3wn\" data-start=\"1108\" data-end=\"1121\">\u003Cspan style=\"font-size: large;\">1. 美光（MU）\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"1123\" data-end=\"1132\">\u003Cspan style=\"font-size: large;\">受益程度★★★★★\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"1134\" data-end=\"1148\">\u003Cspan style=\"font-size: large;\">美光是美国唯一DRAM大厂。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"1150\" data-end=\"1155\">\u003Cspan style=\"font-size: large;\">同时拥有：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cul data-start=\"1157\" data-end=\"1180\">\r\n\u003Cli data-section-id=\"16oy7ax\" data-start=\"1157\" data-end=\"1164\">\u003Cspan style=\"font-size: large;\">HBM3E\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"1j41axb\" data-start=\"1165\" data-end=\"1171\">\u003Cspan style=\"font-size: large;\">DDR5\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"1q7ls0j\" data-start=\"1172\" data-end=\"1180\">\u003Cspan style=\"font-size: large;\">LPDDR5\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n\u003Cp data-start=\"1182\" data-end=\"1204\">\u003Cspan style=\"font-size: large;\">如果DRAM价格持续上涨，美光利润弹性最大。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"1206\" data-end=\"1209\" \u002F>\r\n\u003Ch3 data-section-id=\"1cw7fz1\" data-start=\"1211\" data-end=\"1238\">\u003Cspan style=\"font-size: large;\">2. Western Digital（WDC）\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"1240\" data-end=\"1248\">\u003Cspan style=\"font-size: large;\">受益程度★★★★\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"1250\" data-end=\"1277\">\u003Cspan style=\"font-size: large;\">虽然以NAND为主，但存储周期回暖会带动整体盈利改善。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"1279\" data-end=\"1282\" \u002F>\r\n\u003Ch3 data-section-id=\"1ej7pqw\" data-start=\"1284\" data-end=\"1308\">\u003Cspan style=\"font-size: large;\">3. Astera Labs（ALAB）\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"1310\" data-end=\"1336\">\u003Cspan style=\"font-size: large;\">AI服务器需求增加，会带动DDR5、CXL生态扩张。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"1338\" data-end=\"1341\" \u002F>\r\n\u003Ch3 data-section-id=\"9bzxn9\" data-start=\"1343\" data-end=\"1363\">\u003Cspan style=\"font-size: large;\">4. Marvell（MRVL）\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"1365\" data-end=\"1380\">\u003Cspan style=\"font-size: large;\">AI服务器和数据中心升级受益。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"1382\" data-end=\"1385\" \u002F>\r\n\u003Ch3 data-section-id=\"1fthmcx\" data-start=\"1387\" data-end=\"1407\">\u003Cspan style=\"font-size: large;\">5. 台积电、东京电子、ASML\u003C\u002Fspan>\u003C\u002Fh3>\r\n\u003Cp data-start=\"1409\" data-end=\"1423\">\u003Cspan style=\"font-size: large;\">如果存储厂资本开支重新启动：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cul data-start=\"1425\" data-end=\"1496\">\r\n\u003Cli data-section-id=\"1uyile\" data-start=\"1425\" data-end=\"1430\">\u003Cspan style=\"font-size: large;\">台积电\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"1j42ghn\" data-start=\"1431\" data-end=\"1437\">\u003Cspan style=\"font-size: large;\">ASML\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"169qut1\" data-start=\"1438\" data-end=\"1458\">\u003Cspan style=\"font-size: large;\">Lam Research（LRCX）\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"s1md3e\" data-start=\"1459\" data-end=\"1470\">\u003Cspan style=\"font-size: large;\">KLA（KLAC）\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"1mzc92l\" data-start=\"1471\" data-end=\"1496\">\u003Cspan style=\"font-size: large;\">Applied Materials（AMAT）\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n\u003Cp data-start=\"1498\" data-end=\"1503\">\u003Cspan style=\"font-size: large;\">都会受益。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Chr data-start=\"1505\" data-end=\"1508\" \u002F>\r\n\u003Ch2 data-section-id=\"1bbz7ew\" data-start=\"1510\" data-end=\"1521\">\u003Cspan style=\"font-size: large;\">最值得关注的一点\u003C\u002Fspan>\u003C\u002Fh2>\r\n\u003Cp data-start=\"1523\" data-end=\"1542\">\u003Cspan style=\"font-size: large;\">这张图显示的并不是一次短期反弹，而是：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cblockquote data-start=\"1544\" data-end=\"1578\">\r\n\u003Cp data-start=\"1546\" data-end=\"1578\">\u003Cspan style=\"font-size: large;\">\u003Cstrong data-start=\"1546\" data-end=\"1578\">从5月中旬开始，几乎每天价格都在上涨，没有出现明显回调。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fblockquote>\r\n\u003Cp data-start=\"1580\" data-end=\"1588\">\u003Cspan style=\"font-size: large;\">这种走势非常像：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cul data-start=\"1590\" data-end=\"1630\">\r\n\u003Cli data-section-id=\"15uq9os\" data-start=\"1590\" data-end=\"1606\">\u003Cspan style=\"font-size: large;\">2017年DRAM超级周期；\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"egv1v2\" data-start=\"1607\" data-end=\"1630\">\u003Cspan style=\"font-size: large;\">2020~2021年疫情期间的存储大牛市。\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n\u003Cp data-start=\"1632\" data-end=\"1658\">\u003Cspan style=\"font-size: large;\">如果这种趋势持续到三季度，那么市场很可能会重新上调：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cul data-start=\"1660\" data-end=\"1683\">\r\n\u003Cli data-section-id=\"xlrcie\" data-start=\"1660\" data-end=\"1668\">\u003Cspan style=\"font-size: large;\">美光（MU）\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"1s2fivv\" data-start=\"1669\" data-end=\"1675\">\u003Cspan style=\"font-size: large;\">三星电子\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003Cli data-section-id=\"17l8053\" data-start=\"1676\" data-end=\"1683\">\u003Cspan style=\"font-size: large;\">SK海力士\u003C\u002Fspan>\u003C\u002Fli>\r\n\u003C\u002Ful>\r\n\u003Cp data-start=\"1685\" data-end=\"1701\">\u003Cspan style=\"font-size: large;\">2026～2027年的盈利预测。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp data-start=\"1703\" data-end=\"1727\">\u003Cspan style=\"font-size: large;\">对于半导体行业来说，这张图释放出的信号非常明确：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cblockquote data-start=\"1729\" data-end=\"1768\" data-is-last-node=\"\" data-is-only-node=\"\">\r\n\u003Cp data-start=\"1731\" data-end=\"1768\" data-is-last-node=\"\">\u003Cspan style=\"font-size: large;\">\u003Cstrong data-start=\"1731\" data-end=\"1768\" data-is-last-node=\"\">全球存储行业可能已经进入新一轮超级周期，而不是简单的库存补库周期。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fblockquote>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FMU\u002FMU.jpg","2026-06-18T16:39:55","2026.06.18","2026\u002F06\u002F18",41709,[22],"MU","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]