等待开盘 06-26 09:30:00 美东时间
+18.325
+7.62%
Bank of America raised Micron's price target to $1,500, implying 40% upside, as analysts see AI-driven memory shortages, pricing power and long-term supply agreements fueling a multi-year semiconductor boom.
06-24 04:45
Daniel Loeb increases semiconductor exposure, reaffirming chips as top sector pick while adding positions in KLA, ASML, and Lam Research in Q1.
06-13 01:08
U.S. stocks bounced back from last week’s tech-led rout on Monday, as a halt to the semiconductor selloff and signs of de-escalation in the Middle East sparked a broad relief rally, with the Nasdaq 100 leading the way higher.
06-09 01:13
Evans reframes AI as a capital spending story, comparing it to the railroad era. Companies building the infrastructure will matter more than those using it. He suggests investing in power generation, grid infrastructure, semiconductors, data centers, and enterprise software.
06-01 21:16
BofA says company fundamentals do not support the semiconductor bubble narrative. Nvidia, Micron and Credo trade below historical P/E.
05-26 23:21
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! (来源:网易科技) 拥挤交易是市场共识的极致体现,也是风险积聚的预警信号。 据追...
05-20 21:45
雷递网 雷建平 5月20日 驭势科技(北京)股份有限公司(简称:“驭势科技”,股票代码:“01511”)今日港交所上市。 驭势科技发售价60.30港元,发售1...
05-20 11:12
原标题:一年融三轮,炎和科技获数亿元A2轮融资 投资界(ID:pedaily2012)5月15日消息,近日,炎和科技顺利完成数亿元A2轮融资。本轮融资由老股东...
05-15 14:10
雷递网 雷建平 5月12日 驭势科技(北京)股份有限公司(简称:“驭势科技”,股票代码:“01511”)日前开启招股,准备2026年5月20日在港交所上市。 驭...
05-12 11:10
KLA Corporation (NASDAQ: KLAC) today announced that its board of directors approved a Ten‑for‑One forward stock split of the company's outstanding shares of common stock—enhancing share accessibility and reinforcing the
05-08 05:00