智通财经APP获悉，总部位于日本的全球NAND闪存领军者铠侠(Kioxia Holdings Corp.)提拔在存储领域深耕多年的资深老兵——即执行副总 裁大田博夫出任首席执行官兼总裁，此举旨在NAND闪存从周期品一跃成为AI算力基础设施领域的最核心部件之际，加速扩大其在蓬勃发展 的存储芯片市场中的市场份额。在当前AI推理端算力洪流所带来的近乎"无止境"存储需求的宏大增长背景下，NAND闪存领军者铠侠所主导 的企业级数据中心SSD(即eSSD)可谓爆棚成为全球AI算力投资主题的最火热主线之一。 据了解，现年63岁的大田将接替现年70岁的早坂信夫，后者将出任铠侠高级执行顾问。这家苹果智能手机iPhone的最核心存储芯片供应商在 周四的一份声明中表示，此次领导层变更将在6月举行的年度股东大会获得股东批准后正式生效。 在刚刚过去的2025年，存储芯片股票以及存储类高端产品股票毋庸置疑是全球股票市场最火热的投资主题之一，在2026年开年同样如此—— 比如数据中心企业级SSD存储组件领军者闪迪(SNDK.US)2026年以来累计涨幅已经超过122%，闪迪2025年全年涨幅更是高达580%。即便经 历了涨势如虹般的202 ...

不过，竞争正在加剧。尽管SK海力士在HBM领域成功取得早期领先地位，并在去年获得了英伟达HBM 合同的最大份额，但三星和美光科技等竞争对手一直在取得一些突破。三星已扩大了其HBM销售，并 表示仍将在今年开始交付搭载最新第六代HBM技术的HBM4产品。 专注于存储行业和AI供应链的SemiAnalysis分析师Ray Wang表示："我们预计三星将在HBM4方面迎来重 大转折，并将克服去年的质量问题，为英伟达的新产品供货。" 尽管如此，分析师预计SK海力士将在HBM4领域保持较高的市场份额和主导地位。Ray Wang表示表 示："HBM4的竞争实际上是SK海力士与三星之间的竞争，我们认为这两家公司比美光科技更具竞争 力。""我们预计SK海力士将保持其在HBM4领域的领先地位，而三星将取得实质性进展，并在HBM4领 域变得比(前几代)更具竞争力。" 市场目前预测，2026年SK海力士将占据全球HBM4市场54%的份额，三星与美光科技(MU.US)则分别以 28%和18%的占比紧随其后。Counterpoint Research的研究主管MS Hwang表示："SK海力士显然是亚洲 杰出的'AI赢家'。"他补充称， ...

这一消息发布当日，SK海力士公布了2025年第四季度财报，受AI基础设施快速发展带动存储芯片需求 攀升影响，公司营收与营业利润均创下历史新高。 SK海力士同时宣布，将在美国设立一家AI解决方案公司(暂定名为AI Company)，以此挖掘AI领域新的 增长引擎。 据周二的报道称，韩国存储芯片制造商SK海力士已斩获英伟达(NVDA.US)最新人工智能(AI)与高性能 计算平台Vera Rubin的约70%高带宽内存(HBM)订单。 知情人士表示，SK海力士拿下的英伟达Vera Rubin平台HBM4产品订单占比达70%，这一比例远超此前 市场预估的50%。市场预测，2026年SK海力士将占据全球HBM4市场54%的份额，三星(SSNLF.US)与美 光(MU.US)则分别以28%和18%的占比紧随其后。目前，英伟达和AMD(AMD.US)也已完成对三星 HBM4产品的质量测试。 本周早些时候有报道称，SK海力士将成为微软(MSFT.US)新款AI芯片Maia200的先进存储芯片独家供应 商。 ...

美联储"按兵不动"。 北京时间1月29日凌晨3点，美联储宣布，将联邦基金利率区间维持在3.50%—3.75%不变，符合市场普遍预期。这是美联储自2025年9月起连续三次会议降息后首次 暂停行动。美联储决议公布后，美元指数大幅拉升，日内一度大涨超1%，美股三大指数波动不大。贵金属全线大涨，现货黄金大涨4.5%，站上5400美元/盎司；现 货白银大涨4.2%，报116.6美元/盎司。 随后，美联储主席鲍威尔在新闻发布会上的讲话也释放了诸多政策信号。他表示，如果看到"关税通胀"触顶后回落，将可以进一步放松政策， 加息并非是任何人对 下一步行动的基本假设。 据CME"美联储观察"，截至发稿，美联储到3月降息25个基点的概率为13.5%，维持利率不变的概率为86.5%；美联储到4月累计降息25个基点的概率为24.1%，维持 利率不变的概率为74%，累计降息50个基点的概率为2.0%。 美联储宣布 美东时间1月28日，美联储联邦公开市场委员会(FOMC)发布了最新的利率决议，将联邦基金利率目标区间维持在3.50%—3.75%不变，符合市场预期。 在此之前，美联储已分别在连续三次会议（去年9月、10月和12月）上降息25个 ...

大家好，今晚继续关注海外市场的表现。 存储芯片全线暴涨 1月28日晚间，美股三大指数上涨，标普500指数首次触及7000点，再创新高，但随后涨幅较开盘时候有所收窄。 | 了 筛选 | 最新价 ÷ | 涨跌幅 ⇒ □* | | --- | --- | --- | | 希捷科技 | 437.76 | +17.75% | | us STX | | | | 西部数据 | 274.66 | +8.71% | | us WDC | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Sandisk Corporation \ | 507.97 | +5.51% | | us SNDK | | | | 了 筛选 | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | | 英特尔 | 47.84 | +8.90% | | US INTC | | | | Sandisk Corporation | 507.33 | +5.38% | | us SNDK | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Applo ...

记者丨张嘉钰 编辑丨江佩佩 1月28日，美股开盘集体上涨，截至23:12，三大指数涨跌不一，道指跌0.15%，纳指涨0.41%。标普500 涨0.12%，盘中一度涨穿7000点整数位心理关口，创盘中历史新高。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 48930.47 | -72.94 | -0.15% | 1.80% | | 纳斯达克指数 | 23914.45 | 97.35 | 0.41% | 2.89% | | 标普500 | 6987.21 | 8.61 | 0.12% | 2.07% | | 纳斯达克100 | 26098.69 | 158.95 | 0.61% | 3.36% | | 万得美国科技七巨头指数 | 67207.26 | 314.11 | 0.47% | 1.41% | | 万得中概科技龙头指数 | 4477.49 | 46.53 | 1.05% | 4.63% | | 纳斯达克中国金龙指数 | 7953.25 | 86.64 | 1.10% | 5.62% | 大型科技股多数上涨 ...

Core Viewpoint - The global storage chip industry is experiencing a price surge driven by AI demand, significantly impacting the consumer electronics sector, particularly Apple and its iPhone products [2][3]. Group 1: Price Trends and Supplier Negotiations - Apple is negotiating quarterly pricing for memory components, with expectations of further price increases in Q2 2026, reflecting a trend of rising costs due to tight memory supply [2]. - Samsung and SK Hynix are reportedly negotiating substantial price hikes for LPDDR memory supplied to Apple, with increases of over 80% and around 100% respectively [2]. - The anticipated launch of the iPhone 18 series may lead to additional price increases for LPDDR memory in the second half of 2026 [2]. Group 2: Market Dynamics and Demand Drivers - The current price increases in the storage chip market are attributed to a structural shift driven by AI demand rather than traditional cyclical fluctuations [3]. - AI servers are significantly increasing the demand for storage chips, with expectations of a 73% year-over-year growth in DRAM market value, reaching $165.7 billion by 2025 [3][4]. - The demand for DRAM is expected to continue rising, with first-quarter price increases projected to exceed 60%, and some product lines may see prices nearly double [4]. Group 3: Apple's Position and Strategy - Apple, as a major buyer of LPDDR memory, holds a strong negotiating position compared to other brands, which may struggle to secure memory supplies even if they are willing to pay higher prices [4]. - Despite potential pressure on hardware margins due to rising memory costs, Apple can leverage its brand strength and supply chain efficiency to maintain market share and profitability through service revenue [5]. - The upcoming earnings report on January 29 will be crucial for assessing Apple's ability to manage rising costs and the implications for its pricing strategy for the iPhone 18 series [5][6].

Core Viewpoint - The global storage chip industry is experiencing a price surge driven by AI demand, impacting the consumer electronics sector, with Apple facing rising memory costs for its products [1]. Group 1: Memory Price Increases - Apple is negotiating quarterly memory prices for its iPhones, with expectations of further increases in Q2 2026, reflecting a trend of rising costs due to tight memory supply [1]. - Samsung and SK Hynix are reportedly negotiating significant price hikes for LPDDR memory supplied to Apple, with increases of over 80% and around 100% respectively [1]. - The introduction of the iPhone 18 series is anticipated to further drive up LPDDR prices in the second half of 2026 [1]. Group 2: Market Dynamics - The current price increases in the storage chip market are attributed to a structural shift driven by AI demand rather than traditional cyclical fluctuations [2]. - TrendForce forecasts that the DRAM market will see a significant increase in value, reaching $165.7 billion in 2025, a 73% year-on-year growth, driven by increased demand from cloud service providers [2]. Group 3: AI Impact on Demand - AI servers are significantly increasing the demand for storage chips, with a notable rise in requirements for memory capacity, bandwidth, and access efficiency [3]. - The price increase for DRAM has been substantial, with last quarter's growth reaching 53-58%, and expectations of over 60% increases in the first quarter of this year [3]. Group 4: Apple's Position and Strategy - Apple is expected to maintain its pricing strategy for the iPhone 18 to avoid price hikes, leveraging its strong brand and supply chain management to mitigate the impact of rising memory costs [4]. - Despite potential pressure on hardware margins due to rising memory prices, Apple can offset costs through its large purchasing scale and by increasing market share in higher-margin service businesses [4]. Group 5: Market Reactions and Future Outlook - The upcoming earnings call for Apple is anticipated to influence stock prices across various sectors, with particular focus on management's comments regarding cost trends and supply chain risks [5].

Group 1 - The article highlights a significant surge in gold prices, with a rare "apocalyptic rise" pushing prices above $5,200 and $5,300, marking a single-day increase of over $100 [3] - UBS reports that since December 2025, at least 75% of gold price fluctuations are attributed to U.S. policy changes, with a model indicating that 68% of gold price movements since January 2025 are due to U.S. policy changes, increasing to 76% since December 2025 [5] - The article notes that the impact of policy factors may still be underestimated, with significant market structure changes linked to threats against the independence of the Federal Reserve [6] Group 2 - The dye industry is experiencing price increases, with core intermediates for disperse dyes rising by 50% this year due to environmental inspections and rising raw material costs [8] - Key companies in the dye sector include Zhejiang Longsheng, Guotu Co., Jihua Group, Yabong Co., and Annuoqi, all benefiting from price increases and improved market concentration [9] - Agricultural stocks are also noted, with corn and wheat prices rising, indicating strong expectations for international grain prices amid a backdrop of U.S. interest rate cuts and declining inventory ratios [8] Group 3 - The article discusses the performance of various commodities, with copper prices increasing by 15.4% over the past week and 113.8% over the past quarter, while the Baltic Dry Index has decreased by 11.5% over the past quarter [10] - The storage chip sector is highlighted, with companies like Micron and Seagate experiencing significant stock price increases, and price hikes of 15% to 80% announced for various storage products [13][21] - The article mentions that the first quarter is typically a favorable time for price increases, with expectations for further price signals as the spring construction season approaches [11]

金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上今日财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 英国首相时隔8年访华，聚焦经贸合作提振英国经济 应国务院总理李强邀请，英国首相斯塔默于1月28 - 31日对中国进行正式访问，这是英国首相八年来首 次访华。英方期望借此访拓展双边经贸合作，其财政、商业贸易大臣等官员及50余名企业高管组成的代 表团随行。英方希望在金融、医疗、威士忌关税等领域达成合作，推进伦敦股市与沪深两市互联互通。 不过，此访或面临美国牵制。详情>> 开年超7000亿资金撤离宽基ETF，"国家队"减持助力市场节奏管理 开年以来，宽基ETF市场交易额火爆，但资金悄然撤离，年内净流出规模达7382亿元。第一财经计算显 示，"国家队"年初减持9只重点宽基ETF近870亿份，金额约3600亿元。这是监管层对市场过热的"精准 降温"，推动市场从"抢主题、拔估值"转向注重产业趋势与盈利确定性，实现从"快牛"到"慢牛"的节奏 管理。详情>> 特朗普宣布对韩国加征关税， ...