美光科技

Edgewater：反馈显示，英伟达可能已与 SK 海力士和美光签署了 DRAM/HBM 多年供应协议。预计 CY27 的 HBM 定价要到 2026 年下半年晚些时候才能确定。

$英伟达(NVDA.US) $美光科技(MU.US) $DRAM $EWY

今天股市发生了很多事情。

以下是完整回顾：

1. 加密市场经历了有记录以来第七大清算事件，24 小时内有 35 亿美元的杠杆头寸被强制平仓。尽管出现强制清算，但总加密市值在同一时期增加了约 2800 亿美元，因为比特币 (BTC) 突破了 72,000 美元，以太坊 (ETH) 也升至 2,300 美元以上。这一反弹伴随着对《CLARITY 法案》和更广泛的代币化立法的乐观情绪重燃。

2. 财政部长贝森特表示，美国财政部将评估债券市场状况，并在必要时采取进一步行动，同时专注于基本面并保持市场均衡。他表示，美国收益率不能反映潜在的基本面，且 30 年期国债的流动性 “特别差”，并认为利率与回购决定 “毫无关系”。贝森特重申，美国继续实行强势美元政策，预计 2026 年的关税收入应与 2025 年相似，并补充说美国很可能已经看到了赤字峰值。关于伊朗，他表示美国正在实施 “最大压力” 策略，协调经济孤立并对与德黑兰进行贸易的国家采取行动，同时指出中国和其他国家希望重新开放霍尔木兹海峡。

3. 据报道，Anthropic 正将其 IPO 承销银行名单增加花旗集团，加入摩根士丹利、高盛和摩根大通等牵头银行。该公司考虑在 8 月底之前提交申请，预计将有更多银行加入交易。Anthropic 有望在 OpenAI 之前上市，并且还在扩大其超过 100 亿美元目标的 IPO 前信贷额度。如果 Anthropic 试图筹集的资金超过 SpaceX，它可能成为有史以来最大的 IPO，突显了投资者对前沿 AI 公司的需求之激烈。

4. 德意志银行重申了对 Palantir $Palantir Tech(PLTR.US) 的买入评级和 200 美元的目标价，称该公司在将 AI 需求转化为可衡量的客户价值方面持续表现突出，同时将强劲增长与盈利能力相结合。该行表示，Palantir 的 Bootcamp 强化了其观点，即 Ontology、AIP 和主权 AI 能力在企业将 AI 投入生产时创造了持久的差异化优势。德意志银行强调 AIP Evolve 是优化 AI 工作流（涵盖质量、成本、延迟和控制）的关键产品，能够测试前沿、开源权重和专有模型，重新路由工作负载，重写提示词，或用确定性代码替换不必要的模型调用。该行表示这创造了 “模型流动性”，而 AutoTune 帮助客户使用受管的工作流反馈微调模型，将专有知识保留在其自身环境中，并解决了规模化企业 AI 的主要障碍。

5. Amazon $亚马逊(AMZN.US) 计划从 2027 年至 2030 年在拉丁美洲投资超过 20 亿美元，通过 Prime Video 专注于原创内容和体育赛事直播。该公司预计将在 5 个主要市场使其原创作品数量翻倍以上，同时扩大 NBA 转播权和第三方流媒体访问权限。此举表明亚马逊继续利用 Prime Video 作为内容平台以及在国际市场上更广泛生态系统的驱动力。

6. Supermicro $超微电脑(SMCI.US) 表示，独立调查未发现现任高级管理层知晓涉及两名前员工和一名承包商的所谓出口转移计划的证据。审查还发现没有向已知受限方直接销售受限产品，也没有与此前发布的财务报表相关的问题。Supermicro 表示已因违反政策解雇员工，增加了新的出口合规措施，并继续配合政府调查。

7. Walmart $沃尔玛(WMT.US) 下跌 8%，创下自 2022 年 5 月以来的最差单日表现，因其报告了 6 年多来最慢的美国同店销售额增长。Q2'27 营收为 1879 亿美元，高于预期的 1867 亿美元，同比增长 5.9%，调整后每股收益 (EPS) 为 0.81 美元，高于预期的 0.74 美元。净利润达到 65 亿美元，高于 59.1 亿美元的估计，全球电商销售额增长了 23%。但美国同店销售额仅增长 2.6%，低于 3.7% 的预期，而 Q3 调整后 EPS 指引为 0.62-0.64 美元，低于预期的 0.68 美元。管理层表示消费者依然紧张，尤其是受到高油价的影响，而较低的药房定价也对销售造成了拖累。

8. SpaceX $SpaceX(SPCX.US) 和 AST SpaceMobile $AST SpaceMobile(ASTS.US) 据报有意收购价值约 60 亿美元的 800 MHz 频谱许可证。这些许可证覆盖了几乎整个美国人口，并可能支持直连设备卫星语音服务。初步投标将于 9 月初提交，FCC 旨在在 11 月 5 日前完成该流程。

9. 今日按交易量排名的前 10 大活跃期权分别是：$英伟达(NVDA.US)（210 万份合约）、$特斯拉(TSLA.US)（170 万份合约）、$SpaceX(SPCX.US)（110 万份合约）、$苹果(AAPL.US)（100 万份合约）、$Strategy(MSTR.US)（74.6 万份合约）、$英特尔(INTC.US)（73.9 万份合约）、$美光科技(MU.US)（67.9 万份合约）、$Moderna(MRNA.US)（62.9 万份合约）、$沃尔玛(WMT.US)（62.7 万份合约）和$亚马逊(AMZN.US)（61.4 万份合约）。

10. 根据施瓦布 (Schwab) 的数据，美国消费者股票投资的中间值已攀升至创纪录的 35 万美元，包括个股、共同基金、401(k) 计划和 IRA 账户的持仓。过去两年中，这一数字翻了一番多，仅今年 1 月以来就增加了 15 万美元（涨幅 75%）。在 2024 年之前，中间值从未实质性超过 15 万美元。

11. Micron $美光科技(MU.US) 承诺在未来十年内投入 100 亿美元建设 Micron Research Labs，这是一个位于博伊西的新长期美国研究枢纽，专注于先进内存、计算架构、芯片封装和下一代半导体制造。该公司预计将于 2027 年动工，旗舰设施旨在容纳数百名研究人员。这笔投资不同于 Micron 此前计划在美国制造业和研发上投入的超过 2500 亿美元。

12. Broadcom $博通(AVGO.US) 据报正在寻求与其最新 AI 交易相关的超过 600 亿美元的融资，整个方案可能接近 1000 亿美元。结构可能包括 600 亿-700 亿美元的高级担保债务加上约 300 亿美元的次级债务，而 Broadcom 也在讨论担保部分高级担保层级。Apollo 和 Blackstone 正在洽谈参与，债务可能通过特殊目的载体 (SP V) 发行。这笔融资将帮助 Anthropic 和其他 AI 公司获得 Broadcom 的芯片和基础设施，并且可以分阶段推出，而不是一次性全部推出。

华尔街是地球上最伟大的表演。

来源: amit

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $美光科技(MU.US) Micron Unveils U.S. Research Labs Backed by Planned $10 Billion AI-Era Investment

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗠𝗶𝗰𝗿𝗼𝗻 unveils U.S.-based 𝗠𝗶𝗰𝗿𝗼𝗻 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗟𝗮𝗯𝘀 headquartered in Boise.

➤ Micron plans to invest $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 over the next decade.

➤ Research will target 𝗺𝗲𝗺𝗼𝗿𝘆, compute architectures, packaging, and semiconductor manufacturing.

➤ Micron calls it America's first dedicated 𝗺𝗲𝗺𝗼𝗿𝘆 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗵𝘂𝗯.

➤ Boise facility is expected to host 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵𝗲𝗿𝘀.

➤ Micron expects to break ground on the facility in 𝟮𝟬𝟮𝟳.

➤ Labs will connect 𝗮𝗰𝗮𝗱𝗲𝗺𝗶𝗮, government, startups, customers, and semiconductor companies.

➤ Research network will include university collaborations and 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗹𝗮𝗯𝘀.

➤ Investment is separate from Micron's previously committed $𝟮𝟱𝟬+ 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 U.S. plans.

➤ Those broader U.S. investments are expected to create 𝟵𝟬,𝟬𝟬𝟬+ 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 𝗷𝗼𝗯𝘀.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Strengthens U.S. research capacity for increasingly critical 𝗔𝗜 𝗺𝗲𝗺𝗼𝗿𝘆 technologies.

➤ Could accelerate breakthroughs beyond today's semiconductor technology roadmaps.

➤ Deepens Micron's strategic position as America's leading-edge 𝗺𝗲𝗺𝗼𝗿𝘆 manufacturer.

➤ Collaboration could shorten paths from fundamental research to commercial AI hardware.

➤ Long-horizon investment supports U.S. competitiveness across 𝗔𝗜 and semiconductor manufacturing.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗦𝗮𝗻𝗷𝗮𝘆 𝗠𝗲𝗵𝗿𝗼𝘁𝗿𝗮, Chairman, President and CEO of Micron Technology:

“The decisions we make today will determine who leads the AI economy of tomorrow, and America's AI future will be built on American-made memory," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. "With a planned $10 billion investment in Micron Research Labs, we are looking around the corner to the memory and compute systems the future will demand, bringing together the best minds across academia, government, startups and industry. This builds on the more than $250 billion we have separately committed to manufacturing and R&D across the United States, because as the only U.S.-based manufacturer of memory, we have long believed in the future that AI is now making real.”

𝗦𝗰𝗼𝘁𝘁 𝗗𝗲𝗕𝗼𝗲𝗿, Executive Vice President and Chief Technology and Products Officer at Micron Technology:

“For nearly 50 years, from four people in a Boise basement to America's memory leader, Micron has pushed the boundaries of what memory can do,” said Scott DeBoer, Executive Vice President and Chief Technology and Products Officer at Micron Technology. "Micron Research Labs gives that legacy a dedicated home for long-horizon innovation, the kind of research that sits upstream of every product we build.”

𝗛𝗼𝘄𝗮𝗿𝗱 𝗟𝘂𝘁𝗻𝗶𝗰𝗸, Secretary of Commerce:

"Memory is a core component of America's technological leadership, and under President Trump, the United States is advancing domestic semiconductor capabilities. Today, Micron announced the establishment of the first dedicated Memory Research Lab along with a $10 billion investment in memory research. This commitment will strengthen American innovation, create hundreds of jobs and ensure memory never limits innovation."

𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗞𝗿𝗮𝘁𝘀𝗶𝗼𝘀, Director of the White House Office of Science and Technology Policy:

“Micron’s establishment of the first dedicated memory research lab in the United States advances the Trump Administration’s mission to secure our nation’s technological edge. Memory is fundamental to the AI era, and by uniting the entire innovation ecosystem here at home, we can help ensure the next generation of breakthroughs are invented, developed, and scaled in America. This investment strengthens our national competitiveness and accelerates the path to the AI-driven Golden Age of American Innovation.”

𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴, Founder and CEO, NVIDIA:

"Micron is taking on one of the great challenges of the AI era — reinventing memory technologies and architectures to fuel the next generation of increasingly powerful AI systems. By bringing together advanced manufacturing and the broader technology ecosystem, Micron is helping drive the breakthroughs that will define the next era of AI and computing.”

𝗧𝗶𝗺 𝗖𝗼𝗼𝗸, CEO, Apple:

“For more than two decades, Micron has been an important partner, providing memory technologies for Apple's groundbreaking products that people love and use every day around the world. With the launch of Micron Research Labs, they are building on a legacy of leadership in semiconductor research to drive breakthroughs in memory and computing for decades to come. Apple believes deeply in American innovation, and we’re proud to support Micron as it expands leading-edge manufacturing and R&D in the United States.”

𝗚𝗮𝗿𝘆 𝗗𝗶𝗰𝗸𝗲𝗿𝘀𝗼𝗻, President and CEO, Applied Materials:

“Sustained technology leadership requires innovation in both semiconductor research and manufacturing. As memory and computing architectures become increasingly complex, advances in new materials, equipment, process technology and chip packaging will play an essential role in turning breakthrough ideas into reality. Applied Materials has been partnering with Micron for decades, and we are excited to support the new Micron Research Labs in enabling innovations that will advance the future of AI and semiconductor technology in the United States.”

𝗧𝗶𝗺 𝗔𝗿𝗰𝗵𝗲𝗿, President and CEO, Lam Research:

"At Lam, we've seen that breakthroughs in semiconductor performance require advances across the entire technology stack, from materials and process technologies to device architectures and system innovation. Micron Research Labs is a meaningful investment in the long-term research ecosystem that fuels these advances. By connecting leading researchers across industry, academia and government, Micron is helping to accelerate the discoveries that will keep America at the forefront of AI and computing."

𝗧𝘀𝘂-𝗝𝗮𝗲 𝗞𝗶𝗻𝗴 𝗟𝗶𝘂, President, National Academy of Engineering:

“Future intelligent systems will be shaped by engineers who advance the frontiers of semiconductor devices and advanced manufacturing, for more affordable and energy-efficient computing and innovative memory solutions. Micron Research Labs represents a powerful commitment to support collaborative, long-horizon research and to develop the engineering talent our nation needs. By connecting industry, universities and government, this new hub of discovery and innovation will strengthen the U.S. semiconductor ecosystem to keep America at the leading edge.”

𝗟𝘂𝗰 𝗩𝗮𝗻 𝗱𝗲𝗻 𝗵𝗼𝘃𝗲, Chairman, Interuniversity Microelectronics Centre (imec):

"By bringing together expertise from industry, academia and government, Micron is strengthening the global innovation ecosystem that underpins semiconductor progress. The challenges facing the industry, from AI-driven computing to next-generation memory technologies, are too complex for any one organization to solve alone. At imec, we believe deeply in the power of precompetitive collaboration, and our long-standing partnership with Micron demonstrates how shared research can create impact across the broader semiconductor ecosystem. We look forward to building on that partnership and advancing the breakthroughs that will shape the future of computing.”

𝗝𝗼𝗻𝗮𝘁𝗵𝗮𝗻 𝗟𝗲𝘃𝗶𝗻, President, Stanford University:

“Innovation is about turning bold ideas into discoveries that change the world. Micron Research Labs reflects the kind of long-term investment in fundamental research and innovation that is needed to keep America at the forefront. I look forward to the collaborations the Labs will enable with academic institutions to advance the science of memory and computing, and power the next era of discovery.”

𝗝𝗶𝗺 𝗗𝗮𝘃𝗶𝘀, President, The University of Texas at Austin:

“Sustained investments in research will secure our future leadership in computing, semiconductors, and AI. As a founding member of the Texas Institute for Electronics, Micron is a strategic partner to UT Austin and a leading-edge US-based memory provider. Micron understands the power of both academic and industry research and is driving innovation in the national security sector. This investment is the kind of long-term commitment that will produce breakthroughs and unlock new opportunities for our students, researchers, and industry partners.”