智通财经APP获悉，美光科技(MU.US)召开2026 财年Q1的财报电话会。该公司第一财季总营收达 136 亿美元，环比增长 21%，同比增长 57%，创公司历史新高。综合毛利率为 56.8%，环比提升 11 个百分 点。主要驱动因素为价格上涨、成本控制及产品组合优化。非 GAAP 每股摊薄收益为 4.78 美元，环比 增长 58%，同比增长 167%。自由现金流创季度历史新高达 39 亿美元。 该公司高层表示，持续强劲的行业需求叠加供应限制，正推动 DRAM 与 NAND 全行业供应趋紧，预计 该市场趋紧态势将延续至 2026 年之后。由于客户 AI 数据中心建设计划，内存与存储需求预测大幅攀 升。2025 年 DRAM 位需求增长预期上调至 20% 左右(原预期 15% 以上)，NAND 位需求增长预期为 15% 以上(原预期 10%-15%)。2026 年 DRAM 和 NAND 行业出货量预计较 2025 年增长约 20%。 行业总供给在可预见的未来仍显著低于需求。HBM 需求激增(与 DDR5 的比率为 3:1 且持续扩大)加剧 供应压力，且洁净室建设周期可能延长。正与客户推进包含具体承诺的多年度 ...

来源：粤股8 连年亏损的局面下，曾经的"高端家居第一股"美克家居（600337）抛出跨界收购计划。 昨日晚间，美克家居发布公告称，公司正在筹划以发行股份及支付现金的方式收购深圳万德溙光电科技 有限公司控制权，并募集配套资金。目前，公司已经与部分主要交易对方签署了《股权收购意向性协议 书》，初步达成购买资产意向。公司股票将于12月18日开市起停牌，预计停牌时间不超过10个交易日。 昨日晚间，美克家居发布公告称，公司正在筹划以发行股份及支付现金的方式收购深圳万德溙光电科技 有限公司控制权，并募集配套资金。目前，公司已经与部分主要交易对方签署了《股权收购意向性协议 书》，初步达成购买资产意向。公司股票将于12月18日开市起停牌，预计停牌时间不超过10个交易日。 双方在增资协议中约定，若万德溙光电发展达到预期，露笑科技"可能对其控股权进行收购"。根据公 告，若万德溙2025年1-6月母公司合并报表，扣除非经常性损益前后孰低净利润达到1500万元以上，或 2025年度业绩达到协议约定相应年度的承诺业绩，露笑科技有权（但无义务）按照约定通过增资或者受 让原股东股权的方式成为万德溙的控股股东。增资或者股权受让价格为投前估值 ...

Group 1 - The rapid growth of the cooling business in AI data centers is driven by the increasing demand for cooling solutions due to the surge in global computing power investments, with major cloud providers' capital expenditures reaching nearly $100 billion in Q3 2025, a year-on-year increase of over 70% [2][5] - The cooling system's core component is the chiller, which accounts for approximately 40% of the total energy consumption of data centers, with chillers consuming about 60-85% of the cooling equipment's energy [12][17] - Liquid cooling solutions are emerging as a key technology to meet the stringent PUE (Power Usage Effectiveness) requirements, with the potential to reduce PUE to around 1.2, significantly improving energy efficiency [9][14] Group 2 - Compressors are the core components of chillers, with magnetic levitation centrifugal compressors expected to become mainstream due to their higher cooling efficiency and lower energy consumption compared to screw compressors, potentially saving over 40% in energy [3][18] - The market for magnetic levitation chillers is projected to reach approximately 28.83 billion yuan by 2026, with a year-on-year growth of 70.4% if all new AI data centers adopt this technology [3][18] - Domestic manufacturers are making technological breakthroughs in key components of magnetic levitation compressors, which may lead to a gradual replacement of foreign brands in the market [3][49] Group 3 - The increasing power density of AI servers necessitates higher cooling capacities, with single cabinet power requirements exceeding 50 kW, driving the demand for more efficient cooling solutions [8][39] - The shift from traditional air cooling to liquid cooling is essential for meeting the cooling demands of high-density AI data centers, with centrifugal compressors being more suitable for large-scale cooling needs [39][41] - The adoption of magnetic levitation technology in centrifugal compressors enhances their efficiency and durability, making them well-suited for the high power demands of AI data centers [43][46]

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里 一堆专业术语不知道算利好还是利空？请看智通财经公司新闻部《速读公告》栏目，我们派 驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 智通财经12月17日讯（记者 方彦博）连年亏损的局面下，曾经的"高端家居第一股"美克家居 （600337.SH）抛出跨界收购计划。 双方在协议中约定，本次增资万德溙的投前估值为3亿元，露笑科技增资完成后万德溙估值为3.6亿元。 万德溙承诺，在2025年度-2027年度，公司经审计合并报表扣除非经常性损益前后孰低净利润分别为 3000万元、4000万元、5000万元，双方还就上述约定签订了业绩差额补偿及股权回购协议。 值得注意的是，双方在增资协议中约定，若万德溙光电发展达到预期，露笑科技"可能对其控股权进行 收购"。 根据公告，若万德溙2025年1-6月母公司合并报表，扣除非经常性损益前后孰低净利润达到1500万元以 上，或2025年度业绩达到协议约定相应年度的承诺业绩，露笑科技有权（但无义务）按照约定通过增资 或者受让原股东股权的方式成为万德溙的控股股东。增资或者股权受让价格为投前估值不低 ...

今日（12月17日）有色金属板块全天强势上攻，同标的指数规模最大*的有色龙头ETF（159876）场内 价格盘中涨超3.8%，收涨3.27%，值得关注的是，该ETF昨天单日吸金1013万元，拉长时间来看，近20 日累计吸金1.98亿元，反映资金看好有色金属板块后市表现，积极进场抢筹！ 成份股方面，锂矿股强势拉升，盛新锂能涨停，中矿资源涨超 8%，天齐锂业上涨6%，赣锋锂业涨近 5%；铅锌龙头方面，国城矿业涨停，兴业银锡涨逾6%；铝业龙头方面，中孚实业涨超5%，华峰铝业涨 逾4%，中国铝业涨超3%；权重股方面，山东黄金涨超3%，洛阳钼业涨超2%，紫金矿业涨逾1%。 图：有色龙头ETF标的指数涨幅前10大成份股 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 题新管能 | 10.01% | -- | 有色金属 | 能源金属 | 馆 | 296亿 | 24.21 亿 | | 2 | 国域的,不 | 9.98% | ...

Group 1 - The chemical sector experienced significant gains on December 17, with the chemical ETF (516020) rising by 3.48%, reaching a peak increase of 3.74% during the day [1] - Key stocks in the sector included Salt Lake Co. and Tianqi Lithium, both surging over 7%, while other companies like Wanhu Chemical and Xingfa Group saw increases exceeding 5% [1] - Lithium carbonate futures and spot prices surged, with futures rising by 8.5% and spot prices for battery-grade lithium carbonate reaching an average of 97,050 yuan per ton, a daily increase of 1,200 yuan [2] Group 2 - The storage industry in China is expected to see a sustained growth cycle over the next 3 to 5 years, driven by the demand for energy storage solutions in AI data centers [3] - The current valuation of the chemical sector is at a historical low, with the chemical ETF's price-to-book ratio at 2.33, indicating a favorable investment opportunity [3] - The basic chemical sector has attracted significant capital inflow, with a net inflow of over 87 billion yuan in a single day, ranking fourth among 30 major sectors [4] Group 3 - By 2026, the chemical industry is anticipated to enhance its dividend capabilities, presenting high potential dividend yields, as it enters a favorable market phase [5] - The recovery in manufacturing demand and rising raw material prices have led to a continuous inventory replenishment phase for chemical companies, with expectations of a genuine inventory turning point as consumption recovers [5] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors and concentrating on large-cap stocks, thus offering a strategic way to capitalize on the sector's rebound [5]

化工板块持续猛攻。反映化工板块整体走势的化工ETF（516020）盘中场内价格最高涨幅达到3.74%，截至发稿，涨3.35%。 成份股方面，钾肥、锂电、氟化工等板块部分个股涨幅居前。截至发稿，盐湖股份、天赐材料双双大涨超7%，多氟多、万华化学涨超6%， 兴发集团跟涨超5%。 | | | 多日 1分 5分 15分 30分 | | | | F9 盘前盘后 叠加 九转 画线 工具 <> 2 | | 化 | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.805 | | | 14:25 价 0.802 | | 表 0.026(3.35%) 均价 0.792 成交量 7093 | | | 0 :302 | | +0.026 +3.35% | | | | | | | | | | SSE CNY 14:25:34 交易F | | 融/ 单 + | | 0.791 | | | | | | | 87% | 净值走势 | | 华宝化工ETF | | | | | | | | | | 愛比 | 13.85% == | ...

Group 1 - The stock of Moly Thread reached a peak of 941.08 yuan, while Mu Xi shares surged by 687.79%, hitting a maximum price of 895 yuan, closing at 824.5 yuan, making it the new third-highest stock in A-shares with a market value of 329.88 billion yuan [1] - The top two highest-priced A-shares are Kweichow Moutai and Cambricon, both exceeding 1000 yuan, while Mu Xi, Moly Thread, Yuanjie Technology, and Zhongji Xuchuang all exceed 500 yuan [1] - The Shanghai Composite Index rose by 0.17%, the Shenzhen Component Index increased by 0.83%, and the ChiNext Index went up by 1.21% [1] Group 2 - The computing power industry chain rebounded, with sectors such as liquid-cooled servers, copper cable high-speed connections, and optical modules seeing significant increases [3] - Leading stocks like Xinyi Sheng, Tianfu Communication, and Yingweike experienced substantial gains [3] Group 3 - The energy metal sector saw a rise, with stocks like Shengxin Lithium Energy and Tianqi Lithium Industries increasing in value [8] - Lithium carbonate futures prices surged by 8.5%, surpassing the 100,000 yuan mark [9] - The proposed cancellation of 27 mining licenses in Yichun City is expected to have limited impact on actual lithium carbonate supply, signaling stricter regulations and industry upgrades [9]

每经AI快讯，有投资者在投资者互动平台提问：请问公司今年是否有出口的燃机合同？公司是否有在 谈项目最终应用为AI数据中心供电的汽轮机项目？ 海联讯（300277.SZ）12月17日在投资者互动平台表示，截至目前，海联讯未涉及相关合同与项目。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司今年是否有出口的燃机合同？公司是否有在 谈项目最终应用为AI数据中心供电的汽轮机项目？ 海联讯（300277.SZ）12月17日在投资者互动平台表示，截至目前，海联讯未涉及相关合同与项目。 （文章来源：每日经济新闻） ...

哈门那跌2.4%，保险业务部门总裁将退休，2025财年盈利指引逊于预期。 (格隆汇) 美股三大指数小幅低开，纳指跌0.33%，标普500指数跌0.22%，道指跌0.12%。 PayPal涨1.5%，向美国联邦存款保险公司(FDIC)及犹他州金融机构部门申请银行牌照。 CoreWeave跌3.7%，美国德州的暴雨天气导致AI数据中心项目延期。 11月非农就业人数增长6.4万小幅高于预期，失业率意外升至4.6%，市场仍预计美联储明年将有两次降 息。 ...