---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42682129.md"
description: "$泰瑞达(TER.US)涨了三个多点，$KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US)涨了快五个点，测试设备和存储这两块都跟着半导体大盘往上走。存储这波是 HBM 和 AI 需求带起来的周期回暖，$KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US)这种 NAND 大厂弹性大；$泰瑞达(TER.US)的测试机订单跟着芯片出货走，AI 芯片放量它在后端跟着受益。半导体这轮回血里，后道测试和存储都在顺周期的位置，跟着走就行😸"
datetime: "2026-07-15T10:33:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42682129.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42682129.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42682129.md)
author: "[特大肠粉](https://longbridge.com/zh-CN/profiles/27514705.md)"
---

# $泰瑞达(TER.US)涨了三个多点，$KIOXIA HOLDINGS CORPORATION UN…


### 相关股票

- [TER.US](https://longbridge.com/zh-CN/quote/TER.US.md)
- [KXIAY.US](https://longbridge.com/zh-CN/quote/KXIAY.US.md)