【太突然！诺基亚宣布将"退市"！英伟达此前宣布投资10亿美元入股】#诺基亚将退市# 当地时间11月4 日，诺基亚官方宣布，公司董事会已决定提交申请，将其股票从巴黎泛欧证券交易所摘牌。诺基亚表 示，本次从巴黎泛欧证券交易所退市尚需获得该交易所董事会的批准。若获批，预计退市将在未来三个 月内生效。诺基亚称，此次提交退市申请的决定，是诺基亚在对巴黎泛欧证券交易所的股票交易量、相 关成本及行政要求进行全面评估后作出的。诺基亚的股票将继续在赫尔辛基纳斯达克证券交易所上市， 其美国存托凭证（ADR）也将继续在纽约证券交易所交易。财报数据显示，2025年第三季度，诺基亚 调整后的净销售额为48.33亿欧元，同比增长12%；营业利润为4.35亿欧元，同比下滑10%。此外，值得 关注的是，10月29日，英伟达CEO黄仁勋宣布以10亿美元入股诺基亚。当天，诺基亚的股价暴涨22%， 英伟达的市值顺势冲顶5.05万亿美元，成为全球第一家"5万亿"公司。对此，你怎么看？#老外眼中的安 卓手机##王化回应小米通话将停服# 转自：中国商报 （来源：中国商报） ...

HBM4价格暴涨50% 当地时间11月5日，SK海力士表示，已与英伟达就明年第六代高带宽存储器(HBM4)的供应完成了价格 和数量谈判。此次HBM4的供应价格将比上一代产品(HBM3E)高出50%以上，这款HBM4将搭载于英伟 达明年下半年发布的下一代人工智能芯片Rubin。 据媒体最新报道，SK海力士在该供应谈判中占据上风，向英伟达供应的HBM4单价已确认约为560美 元。此前业内预期SK海力士的HBM4单价约为500美元，但实际交付价格超出预期10%以上，比目前供 应的HBM3E(约合370美元)价格高出50%以上。 有分析师预计，基于HBM4的高利润率和通用型DRAM价格飙升，SK海力士明年营业利润可能突破70 万亿韩元，创下历史新高，该公司已提前售罄明年产能。 两大存储巨头股价频创新高 SK海力士是英伟达的主要HBM供应商。据调查机构Counterpoint Research最近发表的报告显示，SK海 力士在今年第二季度的全球HBM市场上以62%的出货量占据了首位，美光科技(21%)和三星电子(17%) 紧随其后。 在高性能计算与AI模型训练的浪潮中，高带宽内存的重要性愈加凸显。 今日(11月6日)早 ...

在高性能计算与AI模型训练的浪潮中，高带宽内存的重要性愈加凸显。 今日（11月6日）早盘，A股高带宽内存（HBM）概念大幅上涨，壹石通涨超11%，亚威股份涨超9%，香农芯创涨超7%，拓荆科技涨超5%。 | * ● | | | 取新 | 考长明思%↑ | 米味 | 总量 | 现量 | 27 人 K | 卖出价 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | BK1152 高带宽内存 ◆ | | | 1522.41 | 3.37 | 49.60 | 336 / | 0 | | | | 688733 | 青石通 R $ | | 34.31 | 11.58 | 3.56 | 21.5 /7 | 2 | 34.26 | 34.38 | | 002559 亚威股份 | | | 11.57 | 9.25 | 0.98 | 94.5 7 | 30 | 11.57 | 11.58 | | 300475 | 香农产创 E # | | 158.85 | 7.11 | 10.55 | 25.2万 | N | 158.85 | 158.86 | | 6 ...

11月4日的深夜，全球金融市场像是被按下了快进键。 美股三大指数集体下挫，纳斯达克指数重挫近500点，科技股领跌让整个市场陷入恐慌。 英伟达一夜之间市值蒸发约14188亿元人民币，特斯拉也未能幸免，市值缩水5718亿元。 黄金期货价格跳水，国际油价走低，虚拟货币市场更是上演了一场"血洗"大戏。 比特币失守10万美元关口，超46万人在24小时内爆仓，损失超144亿元人民币。 突如其来的市场动荡，让投资者们措手不及。 这次暴跌并非偶然，就在11月3日，AI概念股Palantir公布了创纪录的营收并上调全年业绩预期，但投资者却选择了获利了结，股价大跌。 这种"利好出尽"的反应，暴露出市场对科技股估值的深层担忧。 只有少数股票如百度、唯品会逆势上涨，但难以扭转整体颓势。 加密货币市场的崩盘更加触目惊心，比特币价格一度跌破10万美元关口，24小时内全球有超41万人爆仓，爆仓金额达11.97亿美元。 以太坊价格跌破3100美元，跌幅高达14%。这场"屠杀"让无数投资者一夜回到解放前。 今年1月份，比特币还曾因特朗普签署支持加密货币的行政命令而短暂站上10万美元高位，但好景不长，市场很快进入了获利了结阶段。 美国联邦政府停 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 受HBM4涨价消息影响，美东时间周三，美国存储芯片大厂美光科技（MU.US）收涨8.93%，报价237.5 美元，盘中升至239.88美元的历史高位。 美光科技9月24日公布的2025财年第四财季财报（截至2025年8月28日）显示，该季度公司营收达到 113.2亿美元，同比增长46%，毛利率达到45.7%，盈利能力同比大幅提升。财报电话会中，管理层表 示，这一业绩得益于高价值数据中心产品的产能爬坡以及DRAM在各终端市场的广泛定价优势。 财报电话会表示，2025财年，美光科技HBM、大容量DIMM内存条和低功耗服务器DRAM的合计收入 达到100亿美元，较上一财年增长超过五倍。彼时，美光科技还提到，近期已向客户送样HBM4产品， 正与客户就HBM4规格与采购量进行积极磋商，预计将在未来几个月内完成协议签署。 伴随着头部企业股价上涨和行业对HBM4价格的高预期，市场对存储行业的未来需求增长表示乐观。美 光预计，2025年行业DRAM位元需求增长率将处于高十位数百分比区间。花旗分析师Christopher Danely 则预测，第四季度D ...

Core Viewpoint - Michael Burry, known for predicting the 2008 housing market crash, has invested $1.1 billion to short Nvidia and Palantir, suggesting that the AI hype may be a bubble ready to burst [1][3][4] Group 1: Investment Actions - Burry's $1.1 billion short position against Nvidia and Palantir has sent shockwaves through the AI investment community, causing significant stock price declines for both companies [3][4] - The investment strategy reflects Burry's historical approach of betting against prevailing market sentiments, as he did during the housing crisis [3][6] Group 2: Market Sentiment and Reactions - Following Burry's announcement, Palantir's stock dropped nearly 8% and Nvidia's fell about 4%, indicating a shift in market sentiment towards AI stocks [3][4] - Burry's actions have prompted concerns among AI investors, with Palantir's CEO expressing disbelief at the short positions despite the company's strong performance [6][8] Group 3: Industry Analysis - The AI sector has seen rapid growth, with Nvidia's market capitalization exceeding $2 trillion, but Burry argues that the current valuations are unsustainable and reminiscent of the 2000 internet bubble [4][8] - Burry's critique highlights the excessive optimism surrounding AI, suggesting that many companies are overextending themselves financially without a clear path to profitability [4][6] Group 4: Historical Context - The current AI market dynamics are compared to the internet bubble of the early 2000s, where many companies failed despite initial hype, raising questions about the long-term viability of numerous AI ventures [8] - Burry's skepticism serves as a reminder of the potential risks in the market, emphasizing that while AI has value, the current enthusiasm may be overblown [6][8]

Core Viewpoint - The price increase of HBM4 has significantly impacted Micron Technology's stock, which rose by 8.93% to $237.50, marking a year-to-date increase of 183.01% [1][2] Group 1: Stock Performance - Micron Technology's stock reached a historical high of $239.88 during trading, with a 52-week high of $237.62 and a low of $61.44 [1][2] - The stock has shown a substantial increase of 183.01% year-to-date, reflecting strong market performance driven by AI trends [1][2] Group 2: Financial Performance - For the fourth fiscal quarter of 2025, Micron reported revenues of $11.32 billion, a 46% year-over-year increase, with a gross margin of 45.7% [3] - The company expects combined revenue from HBM, high-capacity DIMM memory, and low-power server DRAM to reach $10 billion in fiscal year 2025, growing over five times from the previous fiscal year [3] Group 3: Market Demand and Trends - The demand for storage solutions is being driven by the growth of AI servers, AI-enabled smartphones, and other AI devices, leading to increased requirements for various types of DRAM [4] - The storage industry is optimistic about future demand growth, with expectations of high double-digit percentage growth in DRAM bit demand for 2025 [3][4] - Citigroup analyst Christopher Danely predicts a 25% increase in DRAM prices in the fourth quarter compared to the third quarter, marking the highest quarterly increase since the 1990s [3] Group 4: Related Market Movements - On November 6, several domestic storage-related stocks also experienced price increases, indicating a broader market trend [5]

【今日头条】 北美AI建设受缺电困扰 近日，微软CEO纳德拉与OpenAI Sam的公开对话访谈中，提及：当前制约AI算力扩张的核心瓶颈并非 芯片短缺，而是电力资源及相关基础设施配套。北美智算中心用电量大、降压变电站等级高于普通工业 （230/345kV）、而海外装备企业高压变电设备产能偏紧、订单有望外溢。 万联证券发布研报称，我国电力设备产品具备技术及成本优势，竞争力较强，在海外市场渗透率有望持 续提升，变压器、电表、开关及线缆等产品出口有望持续受益。涉及港股威胜控股(03393)：受益于墨 西哥（2021年）、巴西（2018年）、坦桑尼亚（2019年）等海外工厂落地后，海外配用电中标规模大幅 提升，公司海外业务进入加速期。 【大势展望】 隔夜美股悉数上涨 美股存储概念股大涨 和铂医药公告，公司全资子公司诺纳生物已与UMOJA BIOPHARMA订立评估与授权协议，旨在结合诺 纳生物的HCAb Harbour Mice 和NonaCarFxTM平台与UMOJA BIOPHARMA的VivoVecTM平台，共同推 进多款体内CAR-T细胞产品研发。协议标志着双方2024年9月建立的战略合作伙伴关系进一步深化。 ...

Joining me now is Dr. . Rajie Hazra, uh, president and CEO of Quantinium. And so good to speak with you today. >> Good to be here.Thank you for having me. >> All right. So, you have some news.Quantinum is launching Helios. What is Helios. >> Well, Helios is the world's most accurate quantum computer and the biggest beauty of Helios is that it's a paradigm shift.You know, for many years, quantum has been in the research labs. And while we've announced and our competitors have announced advances, um, we're br ...

Nvidia CEO Jensen Huang has warned that China will beat the United States in the artificial intelligence race, the Financial Times reported on Wednesday. ...