颠覆传统存储架构，我国科学家实现全球首颗二维-硅基混合架构闪存；存储领域未来3年设备支出总额将达1360亿美元——《投资早参》

Market News - US stock indices collectively declined, with the Dow Jones down 0.52%, Nasdaq down 0.08%, and S&P 500 down 0.28%. Notable tech stocks had mixed performances, with Oracle up over 3% and Meta up over 2%, while Apple and Google fell over 1% [1] - Spot gold fell 1.6% to $3975.95 per ounce, while COMEX gold futures dropped 1.95% to $3991.10 per ounce. Spot silver reached a historical high of $51.24 per ounce before closing at $49.21, up 0.74%. COMEX silver futures fell 2.73% to $47.66 per ounce. International crude oil prices also declined, with WTI down 1.65% to $61.52 per barrel and Brent down 1.57% to $65.21 per barrel [2] Industry Insights - A research team from Fudan University has developed the world's first two-dimensional-silicon hybrid architecture flash memory, which could revolutionize traditional storage architectures and enhance data storage for AI applications. The prototype achieved a record speed of 400 picoseconds for non-volatile storage, addressing challenges posed by the physical limits of Moore's Law [3] - According to a recent SEMI report, global spending on 300mm wafer fab equipment is expected to reach $374 billion from 2026 to 2028, with spending surpassing $100 billion for the first time in 2025. The storage sector is projected to see a total equipment expenditure of $136 billion over the next three years, driven by limited capacity and unexpected demand [4][5] - The humanoid robot DR02, developed by Yunshen Technology, has achieved an IP66 rating for water and dust resistance, making it suitable for outdoor operations. The robot's design closely resembles that of an adult male, standing at 175 cm tall [6] - The humanoid robot industry is poised for significant growth, with 2025 expected to be a key year for market expansion. Major companies are focusing on upgrading component performance and reducing costs, which will likely lead to increased domestic production and sales of robots [6] Stock Movements - Huawang Technology announced that a shareholder plans to reduce their stake by up to 611,520 shares, representing 1.1% of the total share capital [7] - Mould Technology's controlling shareholder plans to reduce their stake by up to 918,020 shares, accounting for 1% of the total share capital [7] - WuXi AppTec plans to sell 30.3 million shares of WuXi AppTec Holdings, approximately 2.47% of the total share capital, for about HKD 2.346 billion [7]