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“别半途就跑!”海湾向美喊话:不废伊朗,霍尔木兹永无宁日
在隔夜美股存储概念大涨的带动下,3月18日早盘,A股存储芯片板块单边上行,同有科技20cm封板,诚邦股份、中电港等强势涨停,朗科科技、深科达、西测测试涨逾10%,佰维存储、国科微等多股跟涨。
三星工会酝酿史上最大规模罢工
据媒体报道,韩国三星最大的工会组织“全国三星电子工会(NSEU)”表示,因薪酬谈判破裂,工会已启动为期十天的投票程序,结果将于本周三正式出炉。
工会负责人称,若双方未能达成协议,计划5月进行为期18天的罢工,或将对首尔南部平泽半导体工厂约一半产能造成影响。
行业人士指出,作为全球最大的存储芯片制造商,三星存储生产线一旦停工,重启需长达两个月,损失或达数百亿美元。同时也将加剧全球半导体供应的瓶颈问题,进而抑制从汽车、电脑到智能手机等行业的半导体供应。
涨价潮持续已成“业界共识”
与罢工风波相呼应的是,存储行业正处在高景气上行周期。
当地时间3月17日,韩国SK集团董事长崔泰源在英伟达GTC大会上表示,由于芯片生产存在系统性瓶颈,预计全球内存芯片短缺的情况很可能会持续到2030年。
崔泰源还预计,DRAM、NAND和HBM等各类存储芯片的价格将持续上涨,涨势可能会持续较长时间。
专业机构也普遍持类似观点。市场调查机构CounterPoint Research表示,与以往的周期不同,当前内存市场即使价格上涨,需求也不会下降,供应短缺问题至少要到2027年下半年才能得到实质性解决。
“需求爆发&供给刚性,价格持续上涨,存储迎来超级周期。”西南证券指出,AI大模型技术超预期迭代升级,全球Token消耗量爆发式增长,由此带来海量的数据存储、处理和检索需求;海外三大原厂将有限产能向高利润HBM和DDR5产品倾斜,对消费级和低端存储芯片产能造成严重挤压,供需缺口扩大;存储原厂在上轮周期产能和资本开支过度后,本轮周期扩产动作均较为谨慎。
中国银河证券也认为,当前时点是存储芯片赛道下一轮周期的新起点,在AI服务器需求高速增长叠加国产替代,看好国内存储产业链相关上市公司的投资机遇。
融资客抢筹多只概念股
东方财富概念板块显示,当前A股市场有近百股涉及存储芯片概念,合计总市值超4.7万亿元,中芯国际、北方华创、华虹公司、兆易创新、中微公司位居市值榜前五,深南电路、佰维存储、江波龙体量也已超千亿元。
市场表现方面,年初至今,存储芯片板块已走出佰维存储、普冉股份等三只翻倍牛股,科翔股份、国科微、金太阳等4股区间涨幅均在70%以上。
从资金角度看,东方财富Choice数据显示,3月以来,共有28只存储芯片概念股获得融资客超千万元抢筹,其中,佰维存储融资净买额高达20.12亿元,德明利获杠杆资金加仓14.26亿元,江波龙也获融资客大举抢筹6.22亿元,华虹公司、兆易创新、北京君正融资净买额均在2亿至5亿元之间。
(文章来源:东方财富研究中心)
供应短缺叠加罢工风波 存储芯片爆了!这10股获杠杆资金超亿元加仓
Former NFL star Shawne Merriman appeared on OutKick's "Don't @ Me with Dan Dakich" about the future of the league.
The picture the NFL wants you to have of America's most popular sport is that this is a steamroller crushing it at every turn, with revenues, ratings, salaries, and, of course, entertainment and drama breaking through one ceiling after another in a seemingly endless streak of success.
And much of that is indeed an accurate portrait.
But there's another snapshot the average fan is increasingly seeing and that's of an NFL that is taking more out of your wallet than ever, whether you're headed to games or watching at home.
It's the NFL that was born in America but is looking to export games to feed fans abroad – obviously at the expense of packed stadiums at home.
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Seattle Seahawks quarterback Sam Darnold (14) calls a play at the line of scrimmage against the San Francisco 49ers during the first half in an NFC Divisional Round game at Lumen Field on Jan. 17, 2026. (Steven Bisig/Imagn Images)
And, it is the NFL that has partnered with gambling conglomerates as a way of increasing revenue and interest, perhaps at the expense of feeding addiction.
So, yes, the NFL is America's reality show. It's fun and captivating, but it's also unquestionably troubling at times.
So how did the NFL behemoth get here?
"When I started in the NFL, it was the most popular sport," said former San Diego Chargers team doctor David Chao, who worked 17 seasons for the team. "By the time I was done, it was more popular than all the other sports combined.
"And what's the fundamental difference? You go to a sports bar during baseball season. It's all men watching games. You go to a sports bar on Sunday during football season, it's half women watching games. They've doubled their audience. And they added fantasy. But what is fantasy? It's personal ownership and stake. It's personal stake in the games."
Chao points out that fans years ago asked him whether a player was available for a game because they wanted the Chargers to win. Fans still care about their teams, but the league has added new fans that want to know that information because they want to set their fantasy team to win.
Or they want to have their gambling bets win.
Gambling has become a revenue source for the NFL that simply didn't exist a decade or so ago.
The NFL has shifted from outright opposition to active commercial partnership with the sports betting industry. Caesars Entertainment now serves as the league's official casino sponsor while DraftKings and FanDuel are official sports betting partners.
These agreements allow the partners to use NFL trademarks, promote betting activities in league media and engage fans with NFL-branded betting experiences. And while the NFL maintains boundaries designed to protect the integrity of the game, that is a too-thin line for anyone who understands how potential betting information works.
"It's a disaster, it's the existential threat to football," said famed NFL agent Leigh Steinberg, whose career was Hollywood's template for Tom Cruise's character in the 1996 movie "Jerry Maguire." "All it takes is one inside piece of information being leaked to a gambler that's trying to do a prop bet or an athlete that actually shaves performance, and it's a slippery slope to having a true contest, and it starts to resemble wrestling.
"Gambling is maybe good news for revenue, but it's bad news for the integrity of the game and continued fan interest."
SEN ERIC SCHMITT PUSHES FOR LEGISLATION TO TACKLE RISING SPORTS TICKET COSTS
The sportsbook in the Circa Resort & Hotel ahead of Super Bowl LVIII in Las Vegas, Nevada, on Feb. 10, 2024. (Mario Hommes/DeFodi Images via Getty Images)
Steinberg is the author of four books, including his latest, due out March 24, titled "The Comeback: A Playbook for Turning Life's Setbacks Into Victories." Part of that book details Steinberg's battle with alcohol addiction, and he's concerned that the NFL's ties to gambling could have a terrible effect on some of its fans.
Beyond likely losing a lot of money, that is.
"They're going to create a whole new generation of gambling addicts," he said. "Because certain people can't handle this. Second of all, if you don't feel the games are played on a level playing field with equal officiating, rules, every player trying his hardest … If you introduce into the fan's brain that there's a possibility that something else is going on other than what they see on the field, it's a disaster."
There is already a faction of NFL fans on social media who refer to the NFL as scripted. Some NFL staff even publicly joke about this narrative. But all it takes is one player, innocently or not, sharing injury information that gets leaked into gambling circles as to affect betting lines, and the NFL would have a scandal on its hands.
New York Giants quarterback Daniel Jones (8) carries the ball against the New York Giants in the second half during the 2024 NFL Munich Game at Allianz Arena. (Kirby Lee-Imagn Images)
But none of this is so far slowing the NFL from its steady, seemingly inexorable expansion into becoming a global game.
"In today’s world, we have to be global," Commissioner Roger Goodell told fans in Ireland last season before the Pittsburgh Steelers and Minnesota Vikings played in Dublin. "Every time we play an international game, fans say they want more. I really, truly believe our game can and will be global. Our job is to share our game with the rest of the world."
The NFL will play a record nine international games in 2026 across four continents, seven countries and eight stadiums:
Paris, Melbourne and Rio are new additions to the International slate. And they won't be the last, if things go according to plan.
"We would like to get to 16 games, so everyone is playing one game a year internationally," Goodell said.
But every game that is exported is a game that leaves the United States.
Well, the NFL has a long-range plan for that which may appease some fans but will surely displease players and that is adding another game. Even though Goodell cautioned during Super Bowl week that adding an 18th game was "not a given," he added that NFL owners want to discuss such an expansion with the NFL Players Association.
That's because the NFL definitely wants to some day offer an 18-game regular season and two bye weeks that begins on or before Labor Day and ends on the Sunday prior to President's Day. That plan would include two preseason games to give each team a dry run for a home and away game.
"Our members have no appetite for an 18th regular-season game," NFL Players Association interim Executive Director David White said during the union’s annual Super Bowl week news conference in San Francisco.
But the players' union has balked at additional games in the past. And then it has given in to additional games in collective bargaining in return for more money. So the league believes one more game can again be negotiated.
New York Giants running back Cam Skattebo (44) reacts after an injury during the first half of an NFL football game against the Philadelphia Eagles on Sunday, Oct. 26, 2025, in Philadelphia. (AP Photo/Matt Rourke)
NFL faces challenges with growth opportunities
文旅“火出圈” 厦门因何出彩?
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Ronda Rousey made her stunning return to pro wrestling on Sunday night at All Elite Wrestling’s Revolution pay-per-view.
"Timeless" Toni Storm was able to defeat Marina Shafir to put an end to their brutal feud as cronies on both of their sides were banned from ringside. As Storm celebrated on the ramp and Shafir’s Death Riders came to collect her, Rousey appeared in the middle of the ring.
Ronda Rousey speaks at a press conference for her upcoming MMA featherweight bout at Intuit Dome on March 10, 2026. (Kirby Lee/Imagn Images)
Rousey stared down Storm and demanded that the former AEW women’s world champion get back to the ring. Storm glided back down the ramp and got into the face of Rousey. AEW security and referees rushed to the ring to keep them separated.
Meanwhile, Shafir came around and sucker-punched Storm, knocking her out.
ACTOR WAYNE BRADY SLAPS AEW WRESTLER DURING MATCH AT REVOLUTION
Ronda Rousey appears at a press conference for her upcoming MMA featherweight bout at Intuit Dome on March 10, 2026. (Kirby Lee/Imagn Images)
The former UFC star appeared to align herself with Shafir and The Death Riders and walked back through the crowd.
It’s the first time pro wrestling fans had seen Rousey in a pro wrestling ring since she was at a Ring of Honor event in November 2023. She teamed with Shafir to face Athena and Billie Starkz. Rousey also appeared at Wrestling Revolver around the same time.
Ronda Rousey talks about her upcoming championship fight during media day for UFC 184 at Glendale Fighting Club on Feb. 18, 2015. (Jayne Kamin-Oncea/USA TODAY Sports)
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"The Baddest Woman on the Planet" is also returning to mixed martial arts to face Gina Carano in a dream bout. The two will do battle at the Intuit Dome in Inglewood, California, on May 16.
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Ronda Rousey makes return to pro wrestling
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服配部供稿
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OPPO Find N6真“没折”了!两大黑科技赋能久用依旧平整