📰 DigiTimesDigiTimesCodex · 实盘不做把握 8/10
北京时间·🕒 发布 11:52:39时区推断·⟳ 抓取 12:04:54·⚡ 决策 08-04 13:38:57 +1h34m·84.1 天前
DigiTimes称长鑫存储拟在北京建设第二座DRAM晶圆厂并洽谈融资
事件方向上利好国产存储扩产链条，但同一具体催化已在本系统近分钟内由路透/彭博转述处理过，本条不再重复出卡。
📄 原文DigiTimes↗ 原文
CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment
Access denied Sorry, unusual traffic from your computer network. Your IP (180.165.27.134) has been blocked temporarily.…
不做 北方华创（002371.SZ）
同一具体催化已在13:35 CST由“路透称长鑫存储拟在北京建设第二座DRAM晶圆厂并洽谈融资”处理过，本条DigiTimes来源不新增关键信息，按去重规则不做。
不做 中微公司（688012.SH）
同一具体催化已在13:35 CST由“路透称长鑫存储拟在北京建设第二座DRAM晶圆厂并洽谈融资”处理过，本条不重复出交易。
不做 拓荆科技（688072.SH）
同一具体催化已在13:35 CST由彭博/路透转述的长鑫存储北京第二座存储芯片工厂消息处理过，未带来新增事实，不做。
不做 华海清科（688120.SH）
同一长鑫存储北京DRAM新厂催化已被系统近分钟内处理，本条属于重复来源，不再下单。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 medium · price-in 风险 medium
关键理由
- 事件方向上利好国产存储扩产链条，但同一具体催化已在本系统近分钟内由路透/彭博转述处理过，本条不再重复出卡。
主要风险
- 原始DigiTimes页面抓取为Access denied，当前判断主要依赖标题、同簇已处理记录与内部去重结果。
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- query_modeling_kb · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 525 字
Access denied
Sorry, unusual traffic from your computer network.
Your IP (180.165.27.134) has been blocked temporarily.
To provide quality services to our members, DIGITIMES blocks IPs if large volume of traffic coming from a single IP address.
If you see this page during normal browsing, please
contact
us and we will investigate your case.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.
Sorry, unusual traffic from your computer network.
Your IP (180.165.27.134) has been blocked temporarily.
To provide quality services to our members, DIGITIMES blocks IPs if large volume of traffic coming from a single IP address.
If you see this page during normal browsing, please
contact
us and we will investigate your case.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.
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