A股市场存储芯片股表现强势，其中，盈新发展、雷科防务涨停，国科微、普冉股份涨超8%，精测电 子、雅创电子、中微公司、雅克科技、恒烁股份涨超7%，长川科技、石英股份、兆易创新、安集科 技、澜起科技涨超5%。值得注意的是，长川科技、航天智装创历史新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300821 | 东岳佳材 | 家 | 11.20 | 161亿 | 14.92 | | 600691 | 潞化科技 | | 10.14 | 72.23亿 | 10.14 | | 600618 | 氯碱化工 | 长 | 10.02 | 152亿 | 10.94 | | 600078 | 澄星股份 | | 10.01 | 74.38 Z | 14.60 | | 002324 | 普利特 | + | 10.01 | 215亿 | 21.01 | | 600955 | 维远股份 | -澳 | 10.00 | 98.61 乙 | 10.68 | | 001231 | 农心科技 | 服 | 9.99 | 30.15亿 ...

格隆汇1月6日｜A股市场存储芯片股表现强势，其中，盈新发展（维权）、雷科防务涨停，国科微、普 冉股份涨超8%，精测电子、雅创电子（维权）、中微公司、雅克科技、恒烁股份涨超7%，长川科技 （维权）、石英股份、兆易创新、安集科技、澜起科技涨超5%。值得注意的是，长川科技、航天智装 创历史新高。 消息面上，韩国经济新闻称，韩国最大的两家芯片制造商三星电子和SK海力士正寻求在第一季度将服 务器内存价格上调至多70%。这表明，随着人工智能需求的激增压倒了全球供应，市场已果断转向卖方 市场。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300821 | 东岳硅材 | 家 | 11.20 | 161亿 | 14.92 | | 600691 | 潞化科技 | | 10.14 | 72.23亿 | 10.14 | | 600618 | 氯碱化工 | 演 | 10.02 | 152亿 | 10.94 | | 600078 | 澄星股份 | | 10.01 | 74.38 乙 | 14.60 | | 002324 | 普 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 据悉多艘油轮突破美封锁离开委内瑞拉水域 美联储卡什卡利认为利率现在接近中性 美国副总统万斯住所遭袭击，警方逮捕一人 传以色列通过普京向伊朗传达"无意再战"的消息 阿塞拜疆国家石油基金从黄金投资中获利超100亿美元 外交部：中委合作受到国际法和两国法律的保护 市场盘点 周一，美元指数先涨后跌，盘中刷新去年12月10日以来高位，但美盘时段持续下行，最终收跌0.107%，报98.32；美债收益率普跌，基准的10年期美债收益 率最终收报4.166%，对美联储政策利率敏感的2年期美债收益率收报3.463%。 今日优选 随着委内瑞拉局势增强了贵金属的避险吸引力，现货黄金高开高走，一度站上4450美元关口，创一周新高，最终收涨2.74%，报4449.04美元/盎司；现货白 银同样大幅上行，最终收涨5.42%，报76.6美元/盎司。现货铂金和现货钯金分别收涨6.17%和4.48%。LME期铜首次飙升至13000美元。 由于美国针对委内瑞拉的"闪击"行动给这个世界最大原油储备的未来带来了不 ...

Group 1 - Samsung Electronics and SK Hynix plan to increase server memory prices by up to 70% in Q1 due to surging AI demand affecting global supply [2] - TSMC's target price raised by 35% by Goldman Sachs, anticipating robust growth driven by AI chip demand and 2nm process mass production [5] - Longsys Technology plans to raise 29.5 billion for its IPO, aiming to break the monopoly of Samsung, SK Hynix, and Micron in the memory chip market [5] - Huayou Cobalt expects a net profit of approximately 5.85 billion to 6.45 billion in 2025, a year-on-year increase of 40.8% to 55.24% due to rising cobalt and nickel prices [5] Group 2 - Microsoft announced the acquisition of data engineering company Osmos to accelerate the development of its Fabric platform [8] - Tesla's Shanghai Gigafactory is projected to deliver 851,000 vehicles in 2025, contributing over 50% of global deliveries [8] - OpenAI's investment in 1X Technologies has developed a humanoid robot Neo, priced at $20,000, set for delivery to U.S. consumers in 2026 [9] Group 3 - Mitsubishi Corporation repurchased 273 million shares for 794.31 billion yen, marking a significant buyback record [11] - Tata Motors faced production disruptions due to a cybersecurity incident affecting Jaguar Land Rover's sales [11] - Novo Nordisk launched the world's first oral GLP-1 medication for adult weight loss in the U.S., with a monthly cost between $149 and $299 [13]

Core Viewpoint - Samsung Electronics reported a mixed performance for Q2 2025, with a slight year-on-year revenue increase but a significant drop in operating profit, indicating challenges in profitability despite stable revenue growth in certain segments [1]. Group 1: Revenue and Profit Overview - The consolidated revenue for Q2 2025 was 74.6 trillion KRW (approximately 385.68 billion RMB), a decrease of 5.8% quarter-on-quarter but an increase of 0.67% year-on-year [1]. - Operating profit for the same period was 4.7 trillion KRW (approximately 242.99 billion RMB), reflecting a year-on-year decline of 55.23% [1]. Group 2: Business Segment Performance Display Business - The display business generated revenue of 6.4 trillion KRW (approximately 330.88 billion RMB) with an operating profit of 0.5 trillion KRW (approximately 25.85 billion RMB) [3]. - Growth in mobile display revenue was attributed to strong market response to new smartphones and expansion in IT and automotive sales, while QD-OLED sales benefited from high demand in the gaming market [3]. - For H2 2025, the company anticipates revenue growth in mobile displays driven by new smartphone releases and aims to enhance market presence through differentiated technology [3]. Mobile Experience (MX) and Network Business - MX and network business revenue reached 29.2 trillion KRW (approximately 1,509.64 billion RMB) with an operating profit of 3.1 trillion KRW (approximately 160.27 billion RMB) [4]. - Despite a decline in smartphone shipments compared to Q1, revenue and operating profit saw year-on-year growth due to strong sales of Galaxy S25 series and Galaxy A series [4]. - Plans for H2 2025 include a focus on flagship smartphone sales, enhancing AI features in devices, and expanding the Galaxy ecosystem with new product forms [5]. Visual Display and Digital Home Appliances - Revenue from visual display and digital home appliances was 14.1 trillion KRW (approximately 728.97 billion RMB) with an operating profit of 0.2 trillion KRW (approximately 10.34 billion RMB) [6]. - The visual display segment saw increased sales of high-end products like Neo QLED and OLED TVs, although profitability declined due to slowing demand and intensified competition [6]. - The TV division plans to leverage seasonal demand and enhance high-value product lines to drive revenue growth in H2 2025 [6]. Semiconductor Business - The semiconductor division reported revenue of 27.9 trillion KRW (approximately 1,442.43 billion RMB) and an operating profit of 400 billion KRW (approximately 20.68 billion RMB) [7]. - The increase in sales was driven by high-value server memory products and growth in major foundry customer sales, with a quarter-on-quarter revenue increase of 11% [7]. - The company is responding to server demand by expanding sales of HBM3E and large-capacity DDR5 products, while SSD sales also saw growth [8]. - Expectations for H2 2025 include strong AI demand driven by continued investments from major cloud service providers, sustaining robust demand for DRAM and NAND products [9].