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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Apr 29

1 items

04:00Impact score 90
半导体板块领跌，Arm跌近8%
美股收跌，半导体板块跌幅居前，Arm跌近8%，SanDisk跌超6%，ASML、Micron及AMD跌超3%。热门科技股多数回调，博通跌超4%，存储概念股与半导体设备材料股领跌。
利空
显示半导体板块短期抛压较大，需警惕回调风险。
存储概念股半导体设备与材料Arm, SanDisk and 14 totalPrice Movement

Tue, Apr 28

1 items

04:00Impact score 60
英伟达涨4%创新高，美光闪迪跟涨超5%
英伟达股价上涨4%创历史新高，美光科技涨超5%，西部数据旗下闪迪涨超8%。涨势由AI与存储概念股领涨，反映市场对相关领域需求预期强劲。
利多
核心标的持续强势强化需求预期，可能收紧现货市场供应。
GPU DRAM NAND FlashNVIDIA Corporation, Micron Technology and 3 totalPrice Movement

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Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18