受涨价利好刺激，今晚美股开盘后，美股存储芯片概念股全线大涨，美光科技、闪迪大涨超5%。消息面 上，存储巨头三星电子、SK海力士已完成和苹果的谈判，将大幅上调今年第一季度供应的iPhone LPDDR价格，前者报价环比涨幅超80%，后者环比涨幅接近100%。 另外，A股芯片巨头——中微半导也发布了涨价通知函，受当前全行业芯片供应紧张、成本上升等因素的 影响，封装成品交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上涨。鉴于当前严 峻的供需形势以及巨大的成本压力，经过慎重研究，决定于即日起对MCU、Norflash等产品进行价格调 整，涨价幅度15%—50%。 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 芯片"涨价潮"愈演愈烈。 今日A股存储芯片概念股亦全线爆发，截至收盘，东芯股份强势录得20%涨停，普冉股份、芯源微、兴福 电子、炬光科技、富满微、恒烁股份大涨超10%，康强电子录得10%涨停，中微半导、兆易创新、北京 君正、迈为股份等个股跟涨。 全线大涨 北京时间1月27日晚间，美股开盘后，美股存储芯片概念股集体走强，美光科技、闪迪一度大涨超5%， 西 ...

Core Viewpoint - The commercial space industry is experiencing significant catalysts, particularly with SpaceX's upcoming Starship V3 test and the European Union's satellite communication initiatives [2][10]. Group 1: SpaceX Developments - SpaceX CEO Elon Musk announced that the first test of the Starship V3 rocket will occur in six weeks, aiming to launch the next-generation Starlink V3 satellites into orbit [3][5]. - The Starship V3 features a larger design, approximately 1.5 meters taller than its predecessor, and is equipped with 33 Raptor 3 engines, doubling its thrust and significantly increasing its payload capacity [6]. - The Starlink V3 satellites will have a data transmission speed of 1 Tbps and a latency of under 20 milliseconds, making them suitable for applications requiring low latency, such as finance and esports [6][9]. - SpaceX plans to launch multiple Starlink V3 satellites per mission, with the first launches potentially occurring in the first half of 2026 [7]. Group 2: European Union Initiatives - The EU has launched its GOVSATCOM satellite communication project, which provides secure satellite communication for government and military use across member states [11][12]. - GOVSATCOM will initially include eight satellites from five countries, with plans to expand bandwidth and coverage through partnerships [12]. - The IRIS2 satellite internet system, consisting of nearly 290 satellites, is expected to begin preliminary services in 2029, serving as a precursor to the GOVSATCOM project [13].

Core Viewpoint - The storage chip industry is entering a "super cycle" driven by the demand surge from artificial intelligence (AI) and supply constraints, with significant price increases expected in NAND flash and DRAM products [1][6][7]. Price Increases - Samsung Electronics has raised NAND flash supply prices by over 100% in Q1, exceeding market expectations [6]. - DRAM prices for servers have increased by 60% to 70% in the same period [7]. Demand Drivers - The demand for storage chips is expanding due to increased investments in AI infrastructure, leading to a notable rise in enterprise solid-state drive (SSD) requirements [7]. - The trend of "edge AI," where devices perform AI computations directly, is further amplifying the need for high-performance storage solutions [7]. Market Outlook - Analysts predict that the storage chip market will experience a "super cycle" supported by both AI demand and domestic substitution, with price increases likely to continue [7]. - Global storage prices are expected to remain tight through 2026, with AI demand outpacing production capacity [7][8]. Investment Opportunities - The current market conditions suggest that various segments of the storage industry, including manufacturers, module companies, and testing/packaging firms, will benefit from the price surge [7]. - Investment in semiconductor-related funds and indices, such as the National Semiconductor Index and the China Semiconductor Index, is recommended for those looking to capitalize on the storage chip trend [9].

—— 天天基金 | 链接您与财富 存储芯片迎来"超级周期" 图 凝理相关概念 近日有市场消息称,三星电子将第一季度NAND闪存供应价格上调100% 以上,涨幅远超市场预期。此前,三星电子、SK海力士一季度服务 DRAM价格已上涨60%至70%。机构认为,人工智能浪潮驱动的 片"超级周期"正全面到来。。 | 相关概念 | | | | | --- | --- | --- | --- | | 封装与测试 | 半导体材料 | | 存储模组 | | 长电科技 | 安集科技 鼎龙股份 | | 江波龙 | | 通富微电 | 华特气体 沪硅产业 | | 德明利 | | 角矽电子 | | | 佰维存储 | | 华天科技 | 半导体设备 | | 朗科科技 | | 太极实业 | 北方华创 中微公司 | | 万润科技 | | | 拓荆科技 芯源微 | | 协创数据 | | 分销渠道 | | | | | 香农芯创 | 芯片设计 | | 晶圆制造 | | 好上好 | 兆易创新 北京君正 | | 中芯国际 | | *** | 东芯股份 普冉股份 | | 束虹公司 | | 相关基金 | | | | | 基金名称 | | 近1年涨幅 | 成立 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 存储芯片概念股，集体走强！ 今日，在A股市场上，存储芯片概念股呈现V型反弹的走势。盘中，存储芯片指数跌幅一度接近1.8%，随 后又大幅拉升并翻红。截至券商中国发稿，存储芯片指数涨幅超过1.8%，东芯股份20%涨停，普冉股份 涨超16%，炬光科技、富满微、恒烁股份涨超12%。 在韩国股票市场上，存储芯片概念股也大幅走高，SK海力士盘中一度大涨近8%，创出历史新高；三星电 子盘中涨幅也一度超过3%，距离上周四创下的历史新高仅一步之遥。 当天，有消息称，SK海力士将独家向微软Maia 200提供HBM3E芯片。此前，微软发布新一代高性能AI 推理芯片Maia 200。 存储芯片概念股集体拉升 在高位盘整多个交易日后，A股存储芯片概念股今日再度拉升。其中，东芯股份高开高走，盘中多次拉 升，并于上午10时22分左右封死20%涨停。截至记者发稿时，东芯股份的涨停板封单金额仍超过10亿 元。 在东芯股份的带动下，其他存储芯片概念股也纷纷拉升。截至发稿，普冉股份涨超16%，炬光科技、富满 微、恒烁股份涨超12%，芯源微涨超11%，兴福 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 今天早盘，A股指数延续昨日跌势，创业板指、深证成指均一度跌超1%。10:02左右，三大股指集 体拉升，创业板指、上证指数先后翻红。 指数拉升背后，"易中天"新易盛、中际旭创、天孚通信放量大涨 ，天孚通信一度涨超11%，这三 只个股上午成交额均挤进A股前五，成为市场做多的重要抓手。 北美算力链上午集体走强。其中，源杰科技涨超10%，盘中股价突破800元，创历史新高，上午收 盘价为815.54元，为A股第三高价股，最新市值为700.94亿元。 半导体产业链则是指数拉升的另一个推手 ，存储芯片和半导体设备板块领涨，精智达、强一股份等 个股大涨。 中际旭创最近市场关注度较高。根据天相投顾提供的数据，2025年四季度末，中际旭创取代宁德 时代成为公募基金第一大重仓股，公募基金持有市值达784.21亿元。 截至上午收盘，上证指数上涨0.03%，深证成指下跌0.37%，创业板指上涨0.44%。 "易中天"大涨 今天上午，新易盛、中际旭创、天孚通信集体上涨，在其带动下，北美算力链走强，罗博特科、源 杰科技、仕佳光子、长光华芯等个股大涨 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 特朗普突然对韩国出手。 美东时间1月26日，美国总统特朗普宣布，因韩国国会迟迟未批准美韩贸易协议，他已决定将对韩国汽 车、木材、制药产品以及其他"对等关税"项目的税率从15%上调至25%。受此影响，在美上市的韩国 ETF（韩国ETF-iShares MSCI）在美股盘后直线跳水，一度大跌超2%。 受此影响，在美上市的韩国ETF-iShares MSCI在美股盘后直线跳水，一度大跌超2%，截至北京时间 06:50，跌幅达1.64%。 另外，贵金属市场也遭遇剧烈波动，黄金、白银在刷新历史高点后大幅回调。现货白银一度暴涨超14%， 最高报117.7美元/盎司， 随后跳水并几乎抹去全部日内涨幅 ， 收报约103.8美元/盎司，涨幅仅剩 0.86%。现货黄金一度大涨2.5%，最高报5111美元/盎司，随后回落至5008美元/盎司，涨幅为 0.51%。 特朗普宣布 1月27日清晨，据央视新闻，当地时间1月26日，美国总统特朗普在其社交平台"真实社交"发文表示，由 于韩国国会未批准并落实此前与美国达成的贸易协议，美方将提高对韩国商品 ...

今日A股市场三大指数震荡调整，有色金属板块逆势大涨，贵金属概念领涨。截至收盘，上证指数 下跌0.09%，深证成指下跌0.85%，创业板指下跌0.91%。 板块方面，贵金属、黄金概念、动物疫苗、油气开采及服务板块涨幅居前，卫星导航、商业航天板 块调整。 个股方面，白银有色走出"5连板"， 黄金股西部黄金、招金黄金等多股涨停；群兴玩具午后直线涨 停，截至收盘 封单近20万手。 尾盘集合竞价多只权重股现巨额压单，其中，紫金矿业压单金额超40亿元，中国平安、江西铜业、 中国中免、山东黄金、万华化学、贵州茅台压单金额超4亿元。 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 商业航天板块调整 今天，近期热门的商业航天板块表现弱势。板块内个股走势分化，优刻得-W、瑞华泰"20CM"涨 停，邵阳液压、昊志机电等多股跌超10%。 公开资料显示，群兴玩具的主要业务为智算业务、酒类销售、物业租赁与物业管理服务。2025年5 月，公司孙公司 杭州图灵引擎科技有限公司与腾讯科技（深圳）有限公司签订《算力服务协议》， 杭州图灵引擎科技有限公司向腾讯科技（深圳）有限公司提供集群算力服务， 群兴 ...

Market Overview - A-shares experienced a sudden shift in style and risk appetite, with major indices turning from gains to losses, particularly the ChiNext index which fell nearly 1% [2] - The number of rising stocks decreased to less than 2000, indicating a market shift towards defensive positions [2] Risk Appetite Changes - There was a notable increase in risk aversion as geopolitical risks intensified and the US dollar index fell sharply, leading to significant gains in gold and silver futures [2][5] - Popular stocks collectively plummeted, with satellite ETFs dropping nearly 5%, indicating a retreat from speculative trading [2] Sector Performance - Downward pressure was evident in sectors such as semiconductor chips, commercial aerospace, robotics, and AI applications, with nearly 4000 stocks declining and 17 stocks hitting the daily limit down [4] - Conversely, precious metals surged, with silver futures reaching a limit up with a 17% increase, and gold prices exceeding $5088.39 per ounce, reflecting a strong performance in the precious metals sector [4] Capital Flow Dynamics - Recent weeks saw approximately 450 billion yuan in outflows from stock ETFs, with significant outflows from broad-based ETFs, while thematic ETFs related to TMT and cyclical resources saw inflows of around 500 billion yuan and 400 billion yuan respectively [7] - The market is characterized by a recovery in confidence, particularly in sectors that are relatively undervalued and can articulate a clear investment thesis [7] Policy and Market Sentiment - The overall policy tone since September 24 remains positive, with recent measures aimed at controlling market pace rather than altering the fundamental bullish trend [8] - The current market is noted for its slow upward trajectory, with a focus on "technology + resource products" as the main investment themes [8]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 上周，微盘股指数连创历史新高，而沪深300、上证50等大盘股指数持续调整。 今天上午，两者强弱发生转换。大盘股走强，沪深300指数、上证50指数上涨，其中，上证50指数 盘中最高涨超1.8%。 微盘股指数、中证2000指数上午均下跌，其中，中证2000指数下跌 1.39%。 中国海油、紫金矿业、山东黄金、潍柴动力、中金黄金、中国铀业等大市值龙头股今日上午大涨， 盘中股价均创历史新高。其中，紫金矿业、 中国海油 总市值均超1万亿元，分别上涨6.28%、 6.53%。 截至上午收盘，上证指数上涨0.12%，深证成指下跌0.74%，创业板指下跌0.86%。全市场半日成 交额超2.26万亿元。 有色金属板块大涨 今天上午，有色金属板块表现强势，贵金属板块领涨，小金属、工业金属等板块大涨。湖南黄金、 招金黄金等涨停，紫金矿业、洛阳钼业、江西铜业、中国铀业等龙头股大涨。 | | | 贵金属 6886.05 9.31% | | | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 简况(F10 ...