---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42682129.md"
description: "$泰瑞達(TER.US)漲了三個多點，$KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US)漲了快五個點，測試設備和存儲這兩塊都跟着半導體大盤往上走。存儲這波是 HBM 和 AI 需求帶起來的週期回暖，$KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US)這種 NAND 大廠彈性大；$泰瑞達(TER.US)的測試機訂單跟着芯片出貨走，AI 芯片放量它在後端跟着受益。半導體這輪迴血裏，後道測試和存儲都在順週期的位置，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-HK/profiles/27514705.md)"
---

# $泰瑞達(TER.US)漲了三個多點，$KIOXIA HOLDINGS CORPORATION UN…


### 相關股票

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