人民财讯11月28日电，美股三大指数集体高开，道指涨0.12%，纳指涨0.35%，标普500指数涨0.15%。 美光科技涨超3%，霸王茶姬涨近4%。 ...

中概股普遍走高，霸王茶姬涨超4%，小马智行涨逾3%，阿特斯太阳能跌近2%。 编辑 ｜ 钉钉 11月28日，美股三大股指 开盘集体上涨，道指涨0.16%，纳指涨0.34%，标普500指数涨0.19%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 47503.70 | 76.58 | 0.16% | | 纳斯达克指数 | 23293.47 | 78.78 | 0.34% | | 标普500 | 6825.24 | 12.63 | 0.19% | 科技股多数上涨，谷歌、亚马逊涨约1%；存储芯片板块领涨，SanDisk涨超4%，美光科技涨2.8%，西 部数据涨2%。 ...

本文源自：智通财经网 智通财经获悉，周五，存储概念股盘前集体上涨，SanDisk(SNDK.US)涨超3%，美光科技(MU.US)涨超 2%，西部数据(WDC.US)、希捷科技(STX.US)涨超1%。消息面上，据媒体报道，随着人工智能基础设 施建设的需求激增，全球存储芯片短缺的情况正在加剧。本周，多家美国消费电子厂商发出警告，称可 能提高部分产品定价。美国戴尔公司首席运营官本周二在电话会议上表示，公司从未见过成本上涨如此 之快。他表示，当前部分存储芯片面临短缺，公司可能考虑调高部分设备定价。 美国惠普公司首席执行官也表示，由于芯片库存可能耗尽，预计到2026年下半年，公司利润率将受到挤 压，必要时将提高产品价格。有研究机构预测，受芯片短缺影响，到2026年第二季度之前，存储芯片价 格预计将在当前基础上再上涨约50%。 ...

美国惠普公司首席执行官也表示，由于芯片库存可能耗尽，预计到2026年下半年，公司利润率将受到挤 压，必要时将提高产品价格。有研究机构预测，受芯片短缺影响，到2026年第二季度之前，存储芯片价 格预计将在当前基础上再上涨约50%。 （原标题：美股异动 | 存储概念股盘前集体上涨 SanDisk(SNDK.US)涨超3%） 智通财经APP获悉，周五，存储概念股盘前集体上涨，SanDisk(SNDK.US)涨超3%，美光科技(MU.US) 涨超2%，西部数据(WDC.US)、希捷科技(STX.US)涨超1%。消息面上，据媒体报道，随着人工智能基 础设施建设的需求激增，全球存储芯片短缺的情况正在加剧。本周，多家美国消费电子厂商发出警告， 称可能提高部分产品定价。美国戴尔公司首席运营官本周二在电话会议上表示，公司从未见过成本上涨 如此之快。他表示，当前部分存储芯片面临短缺，公司可能考虑调高部分设备定价。 ...

U.S. stocks gained modestly Friday, as investors shrugged off a CME Group outage that had disrupted futures trading overnight. The Dow industrials, Nasdaq composite and S&P 500 rose 0.4% or less in morning trading. Shares in technology companies such as Google owner Alphabet and some chip makers, including Micron Technology and Intel, logged bigger gains. Most Read from The Wall Street Journal Despite the rises, the Nasdaq composite was on course to register its first monthly loss since March, after a c ...

甲骨文跌超3%，多家银行正商谈再向甲骨文和数据中心建设商VANTAGE提供380亿美元贷款。 存储概念股集体上涨，SanDisk涨超4%，美光科技涨2.8%，西部数据涨2%。消息面上，全球存储芯片 短缺加剧，研究机构预测存储芯片价格预计再涨50%。 公司消息 【甲骨文等据悉洽谈380亿美元巨额贷款 为OpenAI扩建数据中心】 凤凰网财经讯 11月28日，美股开盘三大股指集体上涨，道指涨0.16%，纳指涨0.33%，标普500指数涨 0.17%。 谷歌涨近1%，谷歌首席执行官皮查伊表示，希望2027年前将TPU送上太空。 当地时间11月27日，欧盟委员会收到苹果公司通知，表明其核心平台服务——苹果广告和苹果地图—— 已达到《数字市场法案》（DMA）的门槛标准。欧盟委员会现拥有45个工作日决定是否将苹果公司指 定为上述任一服务的守门人。若被指定，苹果公司将有六个月时间遵守《数字市场法案》的要求。 【德国商用车制造商曼恩计划在本国裁员2300人】 德国大众集团旗下的商用车制造子公司曼恩主要生产卡车、客车以及柴油发动机。当地时间27日该公司 宣布，在德国汽车业陷入困境之际，将在本国裁员2300人以削减经营成本。曼恩 ...

U.S. stock markets are navigating a holiday-shortened Black Friday session today, November 28, 2025, marked by early trading gains in futures that were briefly interrupted by a technical outage at the Chicago Mercantile Exchange (CME Group). Despite this hiccup, major indexes are poised to close out the week with significant advances, although they remain on track for a monthly decline in November. The market's underlying sentiment continues to be buoyed by increasing expectations of a Federal Reserve inter ...

47,542, up 52 points or 0.11%. The previous close was 47,457.82, up 84.18. S&P 500 Futures stood at 6,835, up 0.10%, after closing at 6,823.93, gaining 11.07. 0.18% to 25,347.75, after a prior close of 25,287.80, up 59.95. Moves were tight as traders assessed a bumpy month for equities. A sharp pullback in megacap tech dragged major indexes into negative territory for November. The Dow and S&P 500 both slipped slightly for the month. The Nasdaq dropped 2%, snapping a seven-month winning streak. Market sent ...

美银资深分析师们表示，近期对于包括SK海力士以及三星等存储芯片领军者的渠道调研显示，SK海力士在HBM4/4e以及当前的HBM3e上继续确立领先优 势，并成为英伟达、谷歌、OpenAI等大型AI算力客户们的最优先供应商;美银预计包括DDR4与DDR5在内的传统DRAM在2026年需求继续大幅超供，价格与 盈利仍有庞大上行空间(比如，美银预计今年以来涨幅超100%的某些DRAM合约价，未来半年左右的时间里还有50%+空间)，企业级SSD所主导的NAND长 期乐观情绪，以及HDD企业级硬盘合约定价则持续呈现边际跃升。 智通财经APP获悉，华尔街金融巨头美国银行近日发布的一份主题为"存储超级周期吞噬全球"的研究报告，无疑大举强化了近期强势席卷全球股票市场 的"全球存储系列产品进入史无前例超级周期"这一市场最强交易逻辑之一。从OpenAI已经签署的接近1.4万亿美元规模AI算力基础设施累计协议以及"星际之 门"AI基建进程来看，这些超级AI基建项目都迫切需要堪称天量级的数据中心企业级高性能存储(以HBM存储系统、企业级SSD/HDD，服务器级别DDR5等 存储产品为核心)，增长推动产品需求与售价以及存储大厂们股价狂飙 ...

Core Viewpoint - US stocks have experienced a significant uptrend, with the S&P 500 index rising over 35% since its low in April, yet certain outperforming stocks remain undervalued heading into 2026, presenting potential investment opportunities [4][6]. Group 1: CVS Health - CVS Health has seen a remarkable increase in its stock price, climbing over 78% this year, while trading at a forward earnings multiple of just 11x, which is below the S&P 500 average [7][5]. - The company reported strong Q3 financials and raised its earnings guidance, attributing this to the strength in its insurance business [7]. - Technical indicators show CVS stock is above all major moving averages, and the consensus rating is a "strong buy," with a target price suggesting nearly 20% upside potential [8]. - CVS also offers a healthy dividend yield of 3.33%, making it an attractive option for investors [9]. Group 2: Micron Technology - Micron Technology's stock has nearly tripled since the beginning of the year, yet it maintains a modest forward earnings multiple of 12x [10]. - The company is benefiting from a shortage in dynamic random-access memory (DRAM), which is driving earnings growth, and it has a consensus "buy" rating with price targets suggesting nearly 50% upside potential [11][10]. - The demand for chips related to artificial intelligence (AI) further enhances Micron's growth prospects, making it a standout candidate for investment in 2026 [11]. Group 3: Newmont Corporation - Newmont Corporation, the largest gold producer globally, has outperformed the broader market, with its stock valuation at 5x sales, which is attractive compared to peers [12]. - The stock serves as a hedge against market volatility and policy uncertainty, especially with stable gold prices anticipated heading into 2026 [12]. - Newmont offers a dividend yield of 1.1%, appealing to income-focused investors while providing defensive qualities and growth potential outside of tech and healthcare sectors [13].