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异动盘点0107 |南山铝业国际逆市涨超13%,光通信概念反弹;存储板块延续涨势,Alumis飙升95.31%
贝塔投资智库· 2026-01-07 04:03
Group 1 - Kangfang Biotech (09926) shares rose over 6% after the approval of an important update to the product label for its PD-1/VEGF bispecific antibody, Ivosidenib, which showed significant clinical benefits in treating advanced non-squamous non-small cell lung cancer [1] - Sunac China (01918) shares fell over 6% as the company reported a contract sales amount of 2.95 billion RMB in December, a year-on-year increase of 68.6%, but with a decrease in average sales price per square meter by 14.4% [1] - Nanshan Aluminum International (02610) saw a nearly 14% increase in shares, attributed to a tight global electrolytic aluminum market, with Indonesia being a key marginal supplier [1] Group 2 - Optical communication stocks rebounded, with Longi Fiber Optic (06869) up 7.46% and Cambridge Technology (06166) up 3.86%, following a significant rise in U.S. optical communication stocks [2] - Hengrui Medicine (01276) shares increased over 2.8% after announcing the approval of two innovative drugs for clinical trials targeting prostate cancer [2] - Cao Cao Travel (02643) shares rose over 7% following the announcement of acquisitions of Yao Travel and Geely Business Travel [2] Group 3 - Hutchison China MediTech (00013) shares increased over 5.3% after announcing positive results from a Phase III trial for a new treatment for autoimmune hemolytic anemia [3] - Geekplus Technology (02590) shares rose slightly by 0.51%, with a report highlighting its stable business model and growth potential due to AI applications [3] Group 4 - Xuan Bamboo Biotech (02575) shares surged over 11.6% after its drug, Pyrotinib, was included in the national medical insurance directory, providing new benefits for advanced breast cancer patients [4] Group 5 - Semiconductor equipment and materials stocks continued to rise, with significant gains for companies like Amkor Technology (AMKR.US) and Lam Research (LRCX.US) [5] - Chinese concept stocks mostly rose, with notable increases for Hesai (HSAI.US) and Pinduoduo (PDD.US), amid a bullish market sentiment [5] - Uber (UBER.US) and Lyft (LYFT.US) saw stock price increases following Nvidia's announcement of advancements in autonomous driving technology [5] Group 6 - Data center cooling stocks experienced a decline, with companies like Modine Manufacturing (MOD.US) and Johnson Controls (JCI.US) facing significant drops [6] - Copper stocks strengthened, with Freeport-McMoRan (FCX.US) and Southern Copper (SCCO.US) showing notable gains as copper futures reached a historic high [6] - The storage sector continued its upward trend, with SanDisk (SNDK.US) achieving a 27.56% increase after launching a new SSD product line [6] Group 7 - Alumis (ALMS.US) shares skyrocketed by 95.31% following positive results from clinical trials for its TYK2 inhibitor targeting psoriasis patients [7] - Tesla (TSLA.US) shares fell over 4.14% as BYD surpassed Tesla in electric vehicle sales in key European markets [7] - Zeta Global (ZETA.US) shares rose 9.83% after announcing a strategic partnership with OpenAI to enhance its product capabilities [7]
存储板块延续涨势 闪迪(SNDK.US)大涨超17%创历史新高
Zhi Tong Cai Jing· 2026-01-06 15:05
周二,存储板块延续涨势,闪迪(SNDK.US)大涨超17%创历史新高,美光科技(MU.US)涨超4%,西部数 据(WDC.US)、希捷科技(STX.US)涨超2%。消息面上,1月6日,闪迪在CES2026上正式推出全新 SANDISK Optimus SSD产品品牌,取代原有WD Blue和Black系列,覆盖游戏、创作者和专业市场。 此外,据报道,三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提 升60%至70%。报道称,两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。 ...
美股异动 | 存储板块延续涨势 闪迪(SNDK.US)大涨超17%创历史新高
智通财经网· 2026-01-06 15:00
此外,据报道,三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提 升60%至70%。报道称,两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。 智通财经APP获悉,周二,存储板块延续涨势,闪迪(SNDK.US)大涨超17%创历史新高,美光科技 (MU.US)涨超4%,西部数据(WDC.US)、希捷科技(STX.US)涨超2%。消息面上,1月6日,闪迪在CES 2026上正式推出全新SANDISK Optimus SSD产品品牌,取代原有WD Blue和Black系列,覆盖游戏、创 作者和专业市场。 ...