格隆汇9月23日｜美光科技将于周二盘后公布财报。华尔街预计，美光的业绩将包含对其高带宽内存芯 片的强劲预测，该产品是人工智能基础设施建设的关键组件。这一需求增长正值甲骨文公司等主要企业 明确承诺加大AI支出，且英伟达公司正投资OpenAI以支持更多AI基础设施之际。 ...

华尔街预期，美光将对高带宽内存芯片业务给出乐观预测，这一组件是人工智能基础设施建设的关键部 分。随着Oracle等大型企业重申对AI投资的承诺，以及英伟达投资OpenAI支持更多AI基础设施建设，相 关需求持续上升。 受此推动，内存和存储等传统上相对平静的科技行业细分领域已成为AI乐观情绪的中心，希捷科技、 西部数据和闪迪等公司股价在9月份均与美光一同大幅上涨。 周二美股盘后，美光科技将于发布财报，市场将密切关注这家内存芯片制造商能否提供足够强劲的业绩 指引，以支撑其9月份近40%的惊人涨幅。 投资者普遍认为，美光能否提供超出市场预期的业绩指引将决定其股价走势。Synovus Trust高级投资组 合经理Daniel Morgan表示： 关键在于指引，任何超出共识预期的表态都将引发全面的热烈反响。 财报预期显著改善 市场预期美光第四财季（截至8月31日）每股净收益为2.65美元，营收为112亿美元，较去年同期每股收 益0.79美元和营收78亿美元大幅增长。公司上月已上调预期，理由是DRAM芯片定价改善。 全财年方面，美光净每股收益预计将升至7.42美元，营收达370亿美元，而2024财年分别为0.70美元和 ...

智通财经APP注意到，美光科技(MU.US)将于周二盘后公布财报，将揭示这家芯片制造商的股价在9月份上涨近40%后是否已脱离基本面。 华尔街预计，美光的业绩将包含对其高带宽内存芯片的强劲预测，该产品是人工智能基础设施建设的关键组件。这一需求增长正值甲骨文公司等主要企业明 确承诺加大AI支出，且英伟达公司正投资OpenAI以支持更多AI基础设施之际。 由此带来的结果是，存储器等通常乏人问味的科技行业板块已成为AI乐观情绪的中心，希捷、西部数据和闪迪的股价均在9月跟随美光大幅上涨。然而，这 些涨幅能否被未来的增长所验证仍有待观察。这就是投资者如此急切想听到美光前景预测的原因。"一切都在于业绩指引，任何高于市场预期的数字都会引 发全面欢呼，"Synovus Trust高级投资组合经理丹尼尔.摩根表示。该公司截至9月中旬持有约7.3万股美光股票。"存储公司的行情上涨正表明AI是如何成为催 化剂，并惠及那些通常不会从周期中受益的板块。西部数据和希捷的上涨方式进一步证实了这一趋势。" 尽管美光股价本月上涨(有望创下15年多来最大月度涨幅)，但与竞争对手相比仍然便宜。该股未来12个月预期市盈率约为12倍，使其成为费城半导体 ...

凤凰网科技讯 北京时间9月23日，据CNBC报道，在英伟达宣布计划向OpenAI投资1000亿美元后，全球 主要科技股在周二实现上涨。 在中国台湾地区，为英伟达制造芯片的台积电周二收盘上涨3.5%。 在韩国，为英伟达系统供应高带宽内存芯片的SK海力士股价收盘上涨逾2.5%。竞争对手三星也收高 1.4%。三星目前尚未向英伟达供应高带宽内存芯片，但市场寄希望于该公司很快就能获得英伟达的获 准为其供货。 在日本，半导体设备供应商东京电子股价周二收盘上涨3.87%。 亚洲芯片股的上涨势头也传导至了欧洲，不过欧洲芯片股的整体表现则稍显分化。在欧洲早盘交易中， 意法半导体、英飞凌以及封装设备供应商贝思半导体(BE Semiconductor)股价均走高。不过，半导体设 备公司ASM International 表示，其第四季度营收预计将低于此前预期，这让其股价大幅承压，下跌近 1%。该消息也拖累了其他芯片设备企业的股价，包括生产光刻机的阿斯麦。截至发稿，阿斯麦股价上 涨不到1%。 ...

Group 1 - The Ministry of Finance and the State Taxation Administration have released a draft for public consultation regarding the implementation regulations of the Value-Added Tax Law, which clarifies definitions and taxpayer categories [1] - The Central Securities Depository Company has simplified the account opening process for foreign central bank institutions by eliminating the requirement for a signed commitment letter [1][7] - The China Association of Automobile Manufacturers reported that from January to July, sales of new energy vehicles reached 8.22 million units, a year-on-year increase of 38.5% [4] Group 2 - Trust companies have begun receiving the latest regulatory ratings for 2024, with the highest known rating being level 2, indicating a focus on risk management and operational stability [5] - Shanghai Clearing House has also simplified the account opening materials for foreign institutions, enhancing the investment environment in the bond market [7] - Several companies are making significant moves, such as *ST Bio planning to acquire a 51% stake in Huize Pharmaceutical, and Chang'an Automobile's executives planning to increase their shareholdings [8]

2025年8月11日，外交部发言人林剑答记者问。 路透社记者：据报道，消息人士称，近期中国官员向美国专家表示，希望美方放宽对高带宽内存芯片对 华出口管制。报道称，该类芯片可用于人工智能技术开发，中方担心美方管制可能阻碍华为等中企自研 人工智能芯片，中方将此要求作为双方贸易协议的一部分。中方能否证实？对此有何评论？ 来源：外交部网站 （文章来源：中国基金报） 林剑：具体问题建议向中方主管部门询问。中方反对将科技和经贸问题政治化、工具化、武器化，反对 对中国进行恶意封锁和打压的立场是一贯、明确的。这种做法扰乱全球产供链稳定，不符合任何一方利 益。 路透社记者：据报道，英伟达公司与超威半导体公司已同意向美国政府上缴在华芯片销售收入的15％， 以换取对华出口许可证。中方对此有何评论？（英国广播公司亦问及） 林剑：在美输华芯片问题上，中方已经多次表明了立场。 ...

来源：外交部网站 2025年8月11日，外交部发言人林剑答记者问。 路透社记者：据报道，消息人士称，近期中国官员向美国专家表示，希望美方放宽对高带宽 内存芯片对华出口管制。报道称，该类芯片可用于人工智能技术开发，中方担心美方管制可 能阻碍华为等中企自研人工智能芯片，中方将此要求作为双方贸易协议的一部分。中方能否 证实？对此有何评论？ 林剑：具体问题建议向中方主管部门询问。中方反对将科技和经贸问题政治化、工具化、武 器化，反对对中国进行恶意封锁和打压的立场是一贯、明确的。这种做法扰乱全球产供链稳 定，不符合任何一方利益。 路透社记者：据报道，英伟达公司与超威半导体公司已同意向美国政府上缴在华芯片销售收 入的15％，以换取对华出口许可证。中方对此有何评论？（英国广播公司亦问及） 林剑：在美输华芯片问题上，中方已经多次表明了立场。 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 ...

Core Viewpoint - The South Korean stock market has shown a remarkable recovery, with the KOSPI index rising significantly due to strong performances in technology, healthcare, and financial sectors, alongside government reforms aimed at improving corporate governance and attracting foreign investment [2][4]. Market Performance - On August 5, the KOSPI index closed at 3198.00 points, up 50.25 points or over 2% from the previous trading day [1]. - The KOSPI has seen a cumulative increase of over 33% since the beginning of 2025, marking a significant turnaround from being one of the worst-performing markets in Asia last year [2]. - The technology sector, which constitutes nearly 30% of the market, has surged by 45% over the past year, with major companies like Samsung Electronics and SK Hynix posting gains of 24% and 55%, respectively [2][3]. Sector Analysis - The financial sector, accounting for 13% of the market, has risen by 57%, driven by investor preference for high-dividend assets and optimistic expectations regarding loan growth following interest rate cuts by the Bank of Korea [3]. - The industrial sector, representing 17% of the market, has increased by 54%, fueled by a surge in global defense and infrastructure spending [3]. Government Initiatives - The South Korean government is implementing significant corporate governance reforms to reduce the excessive control of chaebols (family-owned conglomerates) over listed companies, aiming to enhance corporate valuations and strengthen minority shareholder rights [4][6]. - The Korean won has appreciated over 6% against the US dollar since the beginning of 2025, providing support for capital inflows [4]. Valuation Trends - The "Korea discount" phenomenon, where South Korean stocks were historically undervalued compared to other major Asian markets, has narrowed significantly this year, dropping from approximately 40% during political turmoil to below 30% by mid-July [5][6]. Economic Outlook - The South Korean Ministry of Finance is expected to announce an economic policy outlook projecting a 1% growth for the year, which is higher than current forecasts from the Bank of Korea and the International Monetary Fund [4].

Market Overview - The main board saw significant gains with companies like Deren Electronics (+10.03%), Dazhiwei (+10.03%), and Xinya Electronics (+10.02%) leading the charge [1] - The ChiNext board also performed well, with Yihua New Materials (+19.99%) and Yidong Electronics (+19.99%) showing remarkable increases [1] - The Sci-Tech Innovation board was led by Jin Chengzi (+8.58%) and Lexin Technology (+8.47%) [1] - Active sub-industries included SW Printed Circuit Boards (+6.64%) and SW Communication Network Equipment and Devices (+5.06%) [1] Domestic News - Aibang Semiconductor reported that Ruiwei Semiconductor completed its A-round financing of several hundred million RMB, focusing on core technology iteration and capacity expansion for high-end thin film deposition equipment [1] - Longxin Storage has initiated listing guidance, with a projected 50% year-on-year increase in DRAM shipments, raising its market share from 6% in Q1 to 8% in Q4 [1] - The Passenger Car Market Analysis Report indicated that retail sales of passenger cars reached 2.084 million units in June, a year-on-year increase of 18.1%, with cumulative sales of 10.901 million units for the year, up 10.8% [1] - Pengding Holdings reported a 36.43% year-on-year increase in consolidated revenue for June 2025, amounting to RMB 288.835 million [1] Company Announcements - Bayi Space announced a new business venture with China Broadcasting Network, signing a contract worth RMB 10.9197 million for edge computing equipment leasing and technical services [2] - Ruixin Micro projected a revenue of approximately RMB 204.5 million for the first half of 2025, representing a year-on-year growth of about 64%, with net profit expected to rise by 185% to 195% [2] - Zhichun Technology announced a cash dividend of RMB 0.0501 per share based on a total of 379,510,709 shares [2] - Shisheng Intelligent received a patent for a method and device for controlling home appliances based on scene control [2] Industry Insights - NXP's Greater China Automotive Electronics Market Director revealed plans to collaborate with a wafer factory in China to produce products entirely within the Chinese market [3] - Samsung Display has appealed against the ITC's decision not to grant an import ban on products from BOE and others, escalating a patent dispute [3] - Samsung Electronics is developing smart glasses with integrated speakers, featuring AR/VR display modules for audio interaction without headphones [3] - Samsung Electronics forecasted a 56% drop in operating profit for Q2 2025, down to approximately KRW 4.6 trillion (around USD 3.3 billion), significantly lower than KRW 10.44 trillion in the same period last year [3]