[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio3eab3a1d":3},{"user":4,"document":8,"mainDocument":31,"columnUrl":33,"subscription":34,"footer":46,"text":81},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":27,"videoId":6,"liveVideoUrl":6,"duration":28,"price":28,"priceText":29,"priceBadgeText":29,"priceBadgeClass":30,"freeForMinGroupLevel":28,"redirectUrl":6,"readyToStream":5},"dcio3eab3a1d","美股 SPCX 彻底疯了！不用感谢我 ！","\u002Fdoc\u002Fdcio3eab3a1d","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\u003Cp>美东周一SPCX继续狂飙28%，短短两个交易日，SpaceX 的市值已经从上市初始的1.75万亿美元，疯狂飙升破3万亿美元。\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:556\u002F163;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202606-stk\u002F3355790713ffb1dcdc8291e6f3f7944be0d1b82e2.png\" width=\"556\" height=\"163\">\u003C\u002Ffigure>\u003Cp>消息面上，马斯克在X上表示，SpaceX有望2030年营收破万亿，这话一出，再次点燃了市场的热情。\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:80.9%;\">\u003Cimg style=\"aspect-ratio:588\u002F520;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202606-stk\u002F614942247df561e4e-ad23-42c7-b092-6b3fe07fea55.png\" width=\"588\" height=\"520\">\u003C\u002Ffigure>\u003Cp>上市前，我们美股投资网就多次表示看好这次SpaceX上市，申购了10000股SPCX，但最终，但由于认购非常火爆，中签率极低，我们最终只成功拿到了几十股。\u003C\u002Fp>\u003Cp>因为初始持仓远低于预期，我们决定SPCX上周五上市时再次加仓买入！\u003C\u002Fp>\u003Cp>我们在VIP社群提醒到：如果你没有申购到，直接挂单155美元入，结果上周五开盘成交在150美元，截止今周一的价格，已经获利46%！\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:69.13%;\">\u003Cimg style=\"aspect-ratio:750\u002F601;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202606-stk\u002F101905621746687554b9857c8294f19edaf966ee8a.jpg\" width=\"750\" height=\"601\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>\u003Ch3>截止今日（2026年6月15日）美股投资网自己的实盘，1年回报近400%\u003C\u002Fh3>\u003Cfigure class=\"image image_resized\" style=\"width:77.8%;\">\u003Cimg style=\"aspect-ratio:401\u002F636;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202606-stk\u002F92602475544ee6905dc980233e334def3aa3c47db.png\" width=\"401\" height=\"636\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>\u003Ch3>3个月盈利 168.52%\u003C\u002Fh3>\u003Cfigure class=\"image image_resized\" style=\"width:85.45%;\">\u003Cimg style=\"aspect-ratio:414\u002F648;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202606-stk\u002F1297443164f5dd38c779f1542d10d09e5decf7fec8.png\" width=\"414\" height=\"648\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Ch2>存储是唯一C位\u003C\u002Fh2>\u003Cp> \u003C\u002Fp>\u003Cp>今天存储再次爆发，西部数据（WDC）飙升超16%，美光科技（MU）暴涨近11%，希捷（STX）大涨近10%冲破千元大关，闪迪（SNDK）也跟随大涨6.45%。\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:69.96%;\">\u003Cimg style=\"aspect-ratio:832\u002F332;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202606-stk\u002F1539781754f7bec4bc-3e59-48e1-9589-b3a6856d53bf.png\" width=\"832\" height=\"332\">\u003C\u002Ffigure>\u003Cfigure class=\"image image_resized\" style=\"width:71.7%;\">\u003Cimg style=\"aspect-ratio:706\u002F324;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202606-stk\u002F17846227732372cb59-aea4-4ea6-a5ab-ff1934dbd868.png\" width=\"706\" height=\"324\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>\u003Cp>作为我们2026必買股之一的美光（MU），年初推介时只有284.79美元，截止目前已经翻了近4倍！\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:81.22%;\">\u003Cimg style=\"aspect-ratio:1000\u002F745;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202606-stk\u002F2132444685f4701613-bb10-4628-aace-45af5649f595.png\" width=\"1000\" height=\"745\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>\u003Cp>为什么WDC涨得这么猛？\u003C\u002Fp>\u003Cp>直接原因是摩根士丹利将西部数据的目标价从488美元上调至650美元。但美股投资网认为真正关注的，是报告里呈现的几个关键趋势：\u003C\u002Fp>\u003Cp>第一，AI智能体带来的数据量远超预期。过去大家更关注算力，但实际上大模型和AI Agent正在持续产生和消耗大量非结构化数据，推动全球对大容量存储的需求以每年40%–50%的速度增长。\u003C\u002Fp>\u003Cp>第二，供需缺口正在形成。需求爆发的同时，全球机械硬盘（HDD）的供应增长预计在2026年只有30%–35%。摩根士丹利预测，2026年全球HDD市场将出现10%–15%的供需缺口。\u003C\u002Fp>\u003Cp>第三，长协合同稳定了利润预期。传统上存储行业周期性强，容易因扩产导致价格暴跌。但这一次，西部数据利用下一代HAMR（热辅助磁记录）等技术，与全球前七大超大规模云厂商（Hyperscalers）签下了延续至2027–2029年的长期供货合同。这意味着未来几年的收入和高利润相对可预期。\u003C\u002Fp>\u003Cp>在美股存储股集体上涨的同时，供应链和资本市场也传来一个重要信号：全球HBM领域的龙头企业、英伟达的核心供应商——韩国SK海力士，正在推进在纳斯达克发行ADR上市的计划。\u003C\u002Fp>\u003Cp>核心信息如下：\u003C\u002Fp>\u003Cp>时间表方面，市场消息显示，海力士已于今年3月向美国SEC秘密递交上市申请（Form F-1）。SEC最快可能在6月22日当周正式批准，预计今年8月正式挂牌交易。\u003C\u002Fp>\u003Cp>募资规模预计在140亿至280亿美元之间，资金将用于建设其在美国印第安纳州的HBM封装厂以及韩国龙仁的半导体集群。\u003C\u002Fp>\u003Cp>估值方面，海力士今年以来在韩国本土市场的市值已突破1万亿美元。它选择纳斯达克而非纽交所，主要是为了获得美股科技股的估值溢价，并方便被费城半导体指数等全球被动指数纳入，从而吸引更多外资。\u003C\u002Fp>\u003Cp>为什么这对存储板块意义重大？\u003C\u002Fp>\u003Cp>目前美股市场上纯HBM标的只有美光，但美光在HBM的市场份额和技术进度上一直落后于海力士。海力士一旦在8月登陆美股，将成为美股市场最核心的“AI存储第一股”。\u003C\u002Fp>\u003Cp>在这样的预期下，部分资金可能会在海力士正式上市前，提前布局并抬高美股存储板块的整体估值水平。今天美光、西部数据等公司的上涨，一定程度上也可以看作是为海力士的登场进行的价格锚定和热身。\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202606-stk\u002FUploaderv2cekjb45ly_2026_06_15_18_49_30.jpeg","2026-06-16T01:36:19.423","2026.06.16","2026\u002F06\u002F16",48929,[22,23,24,25,26],"SPCX","WDC","MU","SNDK","STX","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":32,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":27,"videoId":6,"liveVideoUrl":6,"duration":28,"price":28,"priceText":29,"priceBadgeText":29,"priceBadgeClass":30,"freeForMinGroupLevel":28,"redirectUrl":6,"readyToStream":5},[22,23,24,25,26],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":35,"services":36,"recentDocuments":45},"\u003Cfigure 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[37,41],{"productId":38,"serviceName":39,"priceText":40},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":42,"serviceName":43,"priceText":44},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":47,"images":72,"summaryHtml":77,"aboutTitle":78,"aboutHtml":79,"copyrightHtml":80},[48,51,54,57,60,63,66,69],{"label":49,"url":50},"深度报告","\u002Fcol\u002FdepthReport",{"label":52,"url":53},"VIP会员","\u002Fplan",{"label":55,"url":56},"期权推荐","\u002FOption",{"label":58,"url":59},"低价暴涨股","\u002FPenny",{"label":61,"url":62},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":64,"url":65},"美股课程","\u002Fcol\u002Fvideos",{"label":67,"url":68},"免责声明","\u002Fdisclaimer",{"label":70,"url":71},"联系我们","\u002FContactUs",[73,74,75,76],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":82,"search":83,"searchPlaceholder":83,"hotContent":84,"draft":85,"noData":86,"searchNoData":87,"edit":88,"editVideo":89,"courseContent":90,"more":91,"buyNow":92,"subscribeNow":93,"encoding":94,"paidContent":95},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]