1. 我国量子网络领域实现关键技术突破。
2. 长鑫科技发布新型技术架构 海外龙头垄断壁垒面临重估。
3. 特朗普宣布格芯与阿拉斯加LNG投资计划，日韩将提供资金。
4. 今年外资抛售三星电子、SK海力士合计176万亿韩元。
5. SK海力士：2030年AI基础设施性能规模料增长约20倍。
6. 阿斯麦三季度净利润达50亿欧元，预计全年销售额最高450亿欧元。
7. Marvell推第二代CXL内存扩展器，助力AI基建升级。
8. Rambus 发布面向基于LPDDR6的SOCAMM2内存模组的PMIC芯片。
9. 机构：第三季度存储成本高企压制需求，华为、苹果份额合计41%领跑。
10. 摩根大通：2027年HBM均价预计上涨54%。
11. 机构：全球智能手机出货量第三季度同比降20%，创14年来同期新低。(Historical earnings: For fiscal 2026 Q3 (period ended 2026-05-28), Micron Technology reported basic EPS of 41.97, diluted EPS of 41.4, and net income of USD 47.268 billion. In the prior-year period (ended 2025-05-29), basic EPS was 4.79, diluted EPS was 4.75, and net income was USD 5.338 billion. For fiscal 2026 Q2 (period ended 2026-02-26), basic EPS was 16.91, diluted EPS was 16.68, and net income was USD 19.025 billion; in the prior-year period (ended 2025-02-27), basic EPS was 3.1, diluted EPS was 3.08, and net income was USD 3.453 billion. Consensus expectations: The next upcoming consensus is for fiscal 2026 Q4, with an EPS estimate of 32.5625 and no revenue estimate available.)