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AI供应链情报，精炼呈现

LIVE198 标的·9 层级·Jul 30, 2026
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产业链

198

层级

9

涨幅最大

IREN +30.5%

跌幅最大

2513.HK -16.6%

Market Heatmap

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Layer Strength

Memory & Storage(7)
+60.7
Semiconductor Equipment(6)
+22.9
Foundries(6)
+20.5
Networking(6)
+17.0
Processors(10)
+8.7
Data Centers(11)
-0.8
Energy Infrastructure(21)
-9.3
Software & Models(20)
-14.2
Raw Materials(7)
-16.8

Mansfield RS Leaderboard

#1
MUMemory & Storage
+92.7OUTPERFORM+18.4%
#2
SNDKMemory & Storage
+84.5OUTPERFORM+26.0%
#3
STXMemory & Storage
+82.2OUTPERFORM+11.4%
#4
WDCMemory & Storage
+81.9OUTPERFORM+15.4%
#5
AMDProcessors
+63.7OUTPERFORM+13.0%
#6
DDOGSoftware & Models
+56.2OUTPERFORM+1.6%
#7
UMCFoundries
+56.1OUTPERFORM+10.7%
#8
INTCFoundries
+49.3BUY+11.3%
#9
MRVLProcessors
+42.8BUY+12.2%
#10
AMATSemiconductor Equipment
+42.1BUY+15.0%
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最新快讯

info11h ago

Pipeline complete: 180 bars, 94 RS scores

warningWDC11h ago

WDC RS rank hit 96th percentile

warningUMC11h ago

UMC RS rank hit 93th percentile

warningSTX11h ago

STX RS rank hit 97th percentile

warningSNDK11h ago

SNDK RS rank hit 98th percentile

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最新研报

EWYDeep Divehigh

EWY Part 2: SK Hynix ₩1M, Samsung ₩214K, KOSPI 6000 | EWY第二部分：海力士₩100万，三星₩21.4万，KOSPI 6000

Follow-up on EWY vol-arb trade. IV 37%→54%, EWY +7.4% since Part 1, +24% MTD. Updated positioning for 2028 LEAPS. | EWY波动率套利跟踪。IV从37%升至54%，EWY自Part 1涨7.4%，月涨24%。2028 LEAPS仓位更新。

2026年2月26日

035420.KSDeep Divemedium

Naver Deep Dive: HyperCLOVA and Korean Search Dominance

Naver (035420.KS) presents a compelling investment opportunity driven by its dominant position in the Korean search market and its advancements in AI, particularly with HyperCLOVA. Recent developments in the crypto space, including the Upbit hack and increasing competition in stablecoins, introduce both risks and opportunities for Naver's future growth and diversification strategies.

2026年2月24日

017670.KSDeep Divemedium

SK Telecom (017670.KS) - Deep Dive: AI Data Center Growth Driving Upside

SK Telecom (017670.KS) presents a compelling investment opportunity driven by its expanding AI data center business, which has seen substantial revenue growth. Recent positive developments in AI model development and a growing need for secure data infrastructure in South Korea following data breaches further strengthen the investment case.

2026年2月24日

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