You know that in the development of microelectronics, the main core is, of course, the chip in the form of a CPU, a GPU, or a custom ASIC chip. And, of course, it is this market that attracts the most attentionI started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global mark ...

⑤【德意志银行上调阿斯麦目标价至1000欧元】当地时间10月16日，德意志银行将阿斯麦目标价从900欧元上调至1000欧元，维持"买入"评级不变。德意 志银行预计阿斯麦第四季度订单将增至69亿欧元。截至发稿，阿斯麦上涨1.28%。 每经记者｜岳楚鹏 每经编辑｜陈柯名 兰素英 ①【三大期指齐涨】截至发稿，道指期货涨0.25%、标普500指数期货涨0.27%、纳指期货涨0.42%。 ②【芯片股普涨】芯片股普涨。截至发稿，英伟达涨1.07%，博通涨1.69%，AMD涨0.78%，美光科技上涨2.66%。 ③【Q3净利润创历史新高，台积电涨超2%】当地时间10月16日，台积电Q3财报显示，台积电合并营收为9899.2亿元新台币，同比增加30.3%。以美元计 算，该季度台积电营收为331亿美元。净利润为4523亿元新台币，同比增长39.1%，创历史新高。毛利率为59.5%，环比提升0.9个百分点。截至发稿，台积 电上涨2.14%。 ④【遭新加坡主权财富基金起诉，蔚来跌超7%】当地时间10月16日，据媒体报道，新加坡的主权财富基金——新加坡政府投资公司于今年8月将电动汽车 制造商蔚来汽车及其首席执行官李斌、前首席财务官奉 ...

花旗：将美光科技(MU.US)目标价上调至240美元，此前为200美元。 ...

摩根士丹利将美光的评级从"持股观望"上调至"增持"，同时将其目标价从160美元大幅上调至220美元。 此次评级调整的背景是，核心DRAM产品的价格上涨势头持续超出市场预期。 ...

智通财经APP获悉，摩根士丹利将美光(MU.US)的评级从"持股观望"上调至"增持"，同时将其目标价从 160美元大幅上调至220美元。此次评级调整的背景是，核心DRAM产品的价格上涨势头持续超出市场预 期。 尽管美光科技近期表现良好，摩根士丹利仍认为其股价存在进一步上行空间。 美光科技是一家领先的半导体技术公司，以创新的内存和存储解决方案著称，提供包括高性能DRAM、 NAND和NOR在内的多种内存及存储产品。 据摩根士丹利最新的DRAM与NAND渠道调研显示，由于服务器和存储解决方案需求强劲，买家对2026 年全年产品供应表示担忧，预计供应将在未来几个季度保持紧张。 该行指出，包括DDR5服务器解决方案在内的服务器内存产品，预计在2024年第四季度和2025年第一季 度均将出现两位数的价格上涨，这意味着当前的市场预测可能偏保守。 ...

尽管三星与SK海力士近期已将DDR4生产计划延长至2026年以应对市场需求，但整体供给紧张局面仍未缓解。 持续的供不应求推动存储芯片价格进入全面上涨通道。闪迪率先宣布产品价格上调10%以上，美光随后向渠道发出20%–30%的涨价通知。三 星近日亦向大客户更新第四季度LPDDR4X、LPDDR5/5X等DRAM产品协议价，预计涨幅达15%–30%。 10月16日，A股存储芯片、半导体板块延续近期强势，盘中再度集体冲高。截至发稿，尽管板块整体涨幅有所回落，但仍保持活跃态势。 个股方面，云汉芯城强势封住20CM涨停，香农芯创涨近16%，三孚股份、德明利、睿能科技等多股涨停，开普云、江波龙等个股跟涨。 自9月初以来，该板块累计涨幅已近20%，若从4月9日年内低点计算，累计涨幅接近69%，展现出强劲的上涨动能。 产业链价格持续上涨 受海外巨头产能战略性收缩、AI算力需求爆发等因素驱动，全球存储芯片行业正步入一轮供需关系逆转的"超级周期"。 为了将产能向高附加值的HBM（高带宽内存）倾斜，三星、美光、SK海力士等国际大厂自今年4月起，陆续削减DDR4等传统产品产能，直接 导致DDR4、LPDDR5等成熟制程产品出现显著供 ...

Market Performance - The three major U.S. stock indices collectively rose, with the Dow Jones up 0.6%, S&P 500 up 1%, and Nasdaq up 1.32% [1] - The Philadelphia Semiconductor Index surged over 3%, with notable gains from companies like Supermicro (up over 8%) and Kioxia (up over 6%) [2] Technology Sector Highlights - Apple officially launched its M5 chip, which utilizes a third-generation 3nm process, achieving over four times the peak performance in AI computing compared to the previous M4 chip [2] - The M5 chip is now integrated into the new 14-inch MacBook Pro, iPad Pro, and Apple Vision Pro, with pre-orders already open [2] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose over 2%, with significant increases from New Oriental and WeRide, both up over 7% [3] - Major Chinese tech stocks like Alibaba, JD.com, and Baidu also saw gains of over 2% [3] Commodity Market - Spot gold prices exceeded $4,210 per ounce, marking a new historical high with a year-to-date increase of over 60% [5] - Spot silver prices broke through $53 per ounce, also reaching a new historical high [5] Cryptocurrency Market - Bitcoin rose to $113,451.1, with a 24-hour increase of 1.35%, while Ethereum reached $4,202.2, up 5.18% in the same period [6]

编辑丨 和佳 10月15日，截至北京时间23：07左右，美股三大股指集体上涨，道指涨0.6%，标普500指数涨1%，纳指涨1.32%。 费城半导体指数大涨超3%。超威半导体涨超8%，科天半导体涨超6%，阿斯麦涨3%，台积电涨超2%，英伟达、美光科技涨近2%。 记者丨 吴斌 黎雨桐 苹果一度涨超1.6%，消息面上，据苹果官网，苹果正式发布采用第三代3nm工艺的M5芯片。相较前代M4，M5在AI计算中的峰值性能提升超过 四倍，并首次在每个GPU核心内集成神经加速单元，为AI工作负载带来显著加速。M5现已应用于全新的14英寸MacBook Pro、iPad Pro与 Apple Vision Pro，并已开启预订。 纳斯达克中国金龙指数涨逾2%，新东方、文远知行等大涨超7%，中概股科技龙头集体上涨，阿里、京东、百度涨超2%。 | < W | 纳斯达克中国金龙指数(HXC) | | | | --- | --- | --- | --- | | | 8316.20 201.91 +2.49% | | | | 资料 | 相关基金 成分 资讯 | | 月度收益 | | 逸仙电商 | | 8.430 | 11.21% | | ...

智通财经APP获悉，周三，半导体板块上涨，截至发稿，纳微半导体(NVTS.US)涨超18%，Credo Technology(CRDO.US)涨超5.7%，AMD(AMD.US)涨超6%，台积电(TSM.US)涨超2.8%，美光科技 (MU.US)涨超1%，英伟达(NVDA.US)涨超1.5%。英伟达持仓概念股集体上涨，Recursion Pharmaceuticals(RXRX.US)涨超12%，文远知行(WRD.US)涨超8%，CoreWeave(CRWV.US)涨超4.6%。 ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today Oct. 15th:Micron Technology (MU) : This company which has established itself as one of the leading worldwide providers of semiconductor memory solutions, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 27.1% over the last 60 days.Micron Technology has a PEG ratio of 0.40 compared with 1.35 for the industry. The company possesses ...