近日，"一盒内存条堪比上海一套房""内存条涨得比金条还快"登上多个平台热搜，引发关注 。 这一曾经作为电子产品日常配件的"小长 条"，自2025年下半年以来价格快速上行，消费级内存价格翻了1倍以上，服务器级内存价格亦是暴涨。以存储芯片巨头SK海力士和三星电 子的256G服务器级DDR5内存为例，单条售价已超4.5万元，运行频率高些的单条售价近6万元。 | | 工作站内存 SK HYNIX 内存条 ddr5 6400 R | | | | --- | --- | --- | --- | | | 超1万人店内购买 2千+人浏览 300+人加购 | | | | | DDR5 | 普条 | 服务器内存 | | | DDR代数 | 外观特征 | 平台 | | | *59999 | | | | | 免费上门退换 7天价保 | | | | | 1000+人看过 100%好评 | | | | | ★ 4.8 SK HYNIX 云购存储专卖店 进店> | | | | | 海力士256G DDR5 4800服务器内存 | | | | | sk 服务器 ECC 校验 高速传输 大容量支持 | | | | | 普条 | 1条单条 | ...

Core Insights - DeepSeek released a new paper titled "Conditional Memory via Scalable Lookup: A New Axis of Sparsity for Large Language Models" on the evening of the 12th, co-authored with Peking University, featuring Liang Wenfeng [1] - The paper introduces conditional memory, which significantly enhances model performance in knowledge retrieval, reasoning, coding, and mathematical tasks under equal parameters and computational conditions [1] - DeepSeek has also open-sourced a related memory module called Engram [1]

Group 1 - The core viewpoint of the article highlights the significant surge in gold and silver prices, with silver reaching a historical high of $86.237 per ounce and gold peaking at $4630.24 per ounce [2] - On the morning of the 13th, the precious metals market experienced a volatile "roller coaster" effect, with both gold and silver prices sharply declining [2] - Domestic gold jewelry prices also reflected these fluctuations, with Chow Sang Sang's gold jewelry priced at 1432 yuan per gram, an increase of 3 yuan from the previous day's price of 1429 yuan per gram [2]

Core Viewpoint - The recent significant fluctuations in precious metal prices, particularly gold and silver, are attributed to multiple factors, including heightened geopolitical risks, leading to historical price highs [2]. Group 1: Market Conditions - The Shanghai Gold Exchange issued a notice on January 12, emphasizing the need for market risk control due to increased volatility and uncertainty in precious metal prices [1]. - Gold prices reached a new high, surpassing $4600 per ounce, while silver prices broke through the $84 per ounce mark, both achieving historical peaks [2]. Group 2: Recommendations - Member units of the Shanghai Gold Exchange are advised to closely monitor market changes and refine risk emergency plans to maintain market stability [1]. - Investors are encouraged to implement risk prevention measures and manage their positions rationally to navigate the current market conditions [1].

1月12日，针对日前市场传闻，泡泡玛特相关人士回应记者称：公司没有研发手机的计划，近期会和知名手机品牌推出IP联名合作。 来源：上海证券报 记者： 罗茂林 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 闫学晶，又一代言被终止 卖爆了！山姆499元羽绒服，多地门店已断货 ...

Core Viewpoint - The recent significant price increase of memory modules has attracted widespread attention, with reports indicating that prices have surged dramatically in various markets [1]. Price Trends - In Shanghai, the price of a 16GB memory module has risen from over 300 yuan a year ago to more than 1100 yuan currently, reflecting an increase of over 2 to 3 times for other specifications as well [2]. - In Guiyang, Guizhou, most memory categories have seen price increases exceeding 100% since July of last year, with DDR4 and DDR5 memory experiencing even higher price hikes, reaching two to three times their previous prices [4]. Supply Chain Insights - According to a research director from a Shanghai-based enterprise service department, the shortage has now affected the upstream supply chain of storage devices. It is anticipated that the supply capacity will not be resolved quickly, and shortages may persist at least until the second half of the year [6]. Market Dynamics - Data indicates that global investment in AI data centers reached a historical high last year, with surging demand for high-end products impacting the entire market and causing price increases across various memory module specifications [7].

往期推荐 12日早盘，现货黄金强势拉涨，盘中首次突破4600美元，再创新高。截至发稿，有小幅回落，报4581.067美元/盎司。 来源：中新经纬 关注" 新华网财经 "视频号 更多财经资讯等你来看 闫学晶，又一代言被终止 卖爆了！山姆499元羽绒服，多地门店已断货 ...

Group 1 - The core viewpoint of the article is the introduction of BYD's new automotive brand, Linghui, which aims to cater to the B-end market and differentiate its offerings from C-end market products [1][3]. - Linghui brand includes four new vehicles, three of which are pure electric sedans (Linghui e5, e7, e9) and one plug-in hybrid MPV (Linghui M9), all derived from existing BYD models [1][3]. - The establishment of the Linghui brand is part of BYD's strategy to enhance its high-end positioning in the market, as evidenced by its sales figures, with a total of over 4.6 million units sold in 2025, marking a 7.73% year-on-year increase [3]. Group 2 - The competitive landscape in the domestic automotive market is intensifying, with over 100 brands present by 2025, prompting companies to focus on resource integration and cost reduction while accelerating their high-end strategies [3]. - Other automotive manufacturers, such as GAC Group with its Aion brand, are also distinguishing between B-end and C-end markets, indicating a broader trend in the industry towards specialized branding and market segmentation [3]. - According to CITIC Securities, one of the main trends in the automotive market for 2026 will be the acceleration of high-end positioning among domestic brands, which is expected to yield higher marginal profits for leading companies [4].

降水方面，昨天我国大部雨雪稀少，降水主要出现在东北、西南和山东半岛等地。监测显示，昨天8时至今天6时，山东半岛、辽宁东部、吉林东部、黑龙 江东南部、内蒙古东部等地部分地区出现小到中雪或雨夹雪，山东威海和烟台局地有大到暴雪。 受冷空气影响，今天（1月11日），我国东北、黄淮、江南等地气温有所下降，部分地区气温将现近期低点，需注意保暖。下周冷空气强度总体较弱，我 国中东部大部气温波动回升，昼夜温差拉大。此外，我国大部今明天维持降水稀少的格局，仅东北、西南地区雨雪频繁。 今天我国多地气温降至近期低点 下周中东部气温波动回升 昨天，受冷空气影响，我国长江以北多地出现大风降温天气，华北、黄淮等地部分地区将成为降温的核心区域，多地最高气温下降8℃至12℃，并伴有7至 9级阵风，风寒效应明显。 今天，降温将继续向东向南推进，东北、华北东部、黄淮、江淮等地气温还会有所下降，同时江南、华南东部等地也会出现小幅降温，部分地区气温将现 近期低点，江南东部、江淮部分地区最高气温不足10℃，冷意再度显现。 展望下周，我国冷空气活动仍然较为频繁，不过总体强度较弱，影响范围偏北。12日至16日，除了东北地区气温总体偏低，我国中东部其他地区 ...

Core Viewpoint - The Baotou Rare Earth Products Exchange (referred to as "Rare Exchange") has officially launched a rare earth price index on multiple platforms, aiming to serve as a price "barometer" and "guideline" in China's rare earth product circulation sector [1]. Group 1 - The Rare Exchange is established by 13 major rare earth enterprises and related institutions, including Northern Rare Earth, China Rare Earth, and others [1]. - The index is based on the Rare Exchange's trading data and compliant trade data, utilizing a rigorous index model developed by research institutions, covering mainstream rare earth products like lanthanum, cerium, praseodymium, and neodymium [1]. - Future plans for the Rare Exchange include optimizing index content, enriching the index system, expanding index platform releases, and promoting index applications [1]. Group 2 - As of January 9, the average price of praseodymium-neodymium oxide is 624,900 yuan/ton, and metallic praseodymium-neodymium is 760,700 yuan/ton, showing a slight increase compared to the first trading day of 2026 [2]. - On January 9, Northern Rare Earth and Baotou Steel announced an adjustment of the rare earth concentrate transaction price for the first quarter of 2026 to 26,834 yuan/ton (dry weight, REO=50%), reflecting a 2.4% increase [2]. - Since the third quarter of 2024, the transaction price of rare earth concentrates has been raised consecutively six times, with a price change of 536.68 yuan/ton for every 1% change in REO [2].