华见早安之声 2026年欧股开门红，美股反弹艰难，芯片股力撑但特斯拉拖累。 泛欧股指收创历史新高，ASML涨7%。三大美股指仅纳指未收涨、盘中曾齐跌。特斯拉收跌2.6%，软件股抵消多数芯片股涨势，Salesforce跌超4%；英伟 达涨超1%，三星劲敌美光涨10%。白宫推迟对部分家庭用品征关税后，家庭用品零售商RH涨近8%。 中概指数涨超4%，百度大涨15%，阿里涨超6%。离岸人民币低开高走，盘中涨超百点、逾两年半来首次涨破6.97。 美债收益率盘中V形反弹，30年期美债收益率创四个月新高。美元盘中逼近逾一周高位，全周反弹。比特币盘中较日低涨近3%、逼近9.09万美元，以太坊一 度涨超5%。 盘中纽约期银涨超5%，黄金涨近2%后一度转跌。伦铝创逾三年新高。原油三连阴，盘中曾跌超1%，本周勉强连涨两周。 亚洲时段，2026港股开门红，恒科收涨4%，壁仞科技一度涨近120%，百度大涨9%，人民币继续走强。 要闻 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 《求是》杂志特约评论员：改善和稳定房地产市场预期。 中芯国际同意定向增发3.57亿股，以公司股权置换得中芯北方股权，国家集成电路基金所持 ...

Group 1: Market Performance - A-share storage chip concept stocks surged, with Jingzhida hitting the daily limit and other companies like Zhaoyi Innovation and Shannon Chip reaching near limit-up levels [1][2] - In the South Korean market, SK Hynix's stock rose by 7%, reaching a historical high, while Kioxia in Japan saw a price increase of over 10% due to a partnership with NVIDIA [1][2] - In the US market, Micron Technology's stock increased by over 11%, closing up 7.55%, with a market capitalization of $168.5 billion [1][2] Group 2: Industry Developments - SK Hynix announced readiness for mass production of the next-generation high-bandwidth memory chip, HBM4, which is expected to enhance AI service performance by 69% [3][4] - Kioxia is collaborating with NVIDIA to develop a new AI SSD that could achieve read speeds nearly 100 times faster than traditional SSDs, with commercialization expected around 2027 [4] - Micron is anticipated to provide better-than-expected earnings guidance for Q4 FY2025, driven by increased sales and price hikes in DRAM and NAND products [5] Group 3: Price Trends and Forecasts - Flash memory prices are expected to rise, with SanDisk announcing a price increase of over 10% for its products, indicating a potential new pricing cycle in the industry [6][7] - The NAND market is shifting towards enterprise applications, driven by significant orders from major cloud providers, which is expected to impact pricing dynamics positively [6][7] - DDR4 contract prices have risen significantly from $2.6 to $3.9, surpassing DDR5 prices, indicating a strong demand and supply dynamics in the DRAM market [8]

存储芯片概念股，延续强势！ 今日（9月12日）午后，A股存储芯片概念股大幅拉升，精智达直线拉升至涨停，兆易创新、香农芯创也一度触及涨停， 江波龙、开普云、北京君正等纷纷大涨。 同日，在韩国股市，全球存储芯片巨头SK海力士的股价大涨7%，再创历史新高。该公司周五早间表示，已做好新一代 高带宽内存芯片的量产准备。在日本股市，存储大厂铠侠（Kioxia）涨超10%，该公司日前宣布与英伟达展开合作，打 造读取速度较传统SSD快近百倍的固态硬盘。 隔夜，在美股市场上，存储芯片大厂美光科技一度大涨超11%，收盘时上涨7.55%，市值攀升至1685亿美元。另一家存储 企业闪迪上涨14%，该公司近6个交易日累计涨幅接近60%。近日，闪迪已宣布将面向所有渠道和消费者客户的产品价格 上调10%以上。今日有市场传闻称，美光向渠道通知存储产品即将上涨20%—30%。不过，该消息尚未获得证实。 存储芯片概念股异动 今日，A股主要指数冲高回落，截至收盘，沪指跌0.12%，深证成指跌0.43%，创业板指跌超1%，科创50指数上涨 0.90%。盘面上，存储芯片、半导体、有色、汽车芯片、稀土等板块逆市走强；保险、券商、银行等权重板块跌幅居前。 ...

Core Insights - SK Hynix has announced readiness for mass production of the world's first HBM4 memory chip, aimed at ultra-high-performance AI applications, leading to a historic high in its stock price [1][2] - The demand for high-bandwidth memory is surging due to increased AI needs and data processing volumes, with expectations of up to 69% performance improvement for AI services [2][3] - SK Hynix aims to become a full-stack AI memory supplier by providing high-quality and diverse memory products to meet the performance demands of the AI era [3] Company Developments - SK Hynix's stock price rose by 6.5%, reaching 327,000 KRW (approximately 235.31 USD) following the announcement of HBM4 [2] - The introduction of HBM4 is expected to intensify competition among memory chip manufacturers as companies like Google, Amazon, and Meta increase their AI-related demands [2] - Oracle has signed multiple high-value AI contracts recently, indicating a growing market for AI technologies and related infrastructure [2] Industry Trends - The rapid growth in AI demand and data processing is driving the need for high-bandwidth memory solutions [2] - SK Hynix's HBM4 is positioned as a pivotal product to overcome technical challenges in AI infrastructure [3] - The company is focusing on timely supply and diversification of memory products to align with the evolving needs of the AI sector [3]