内存条涨疯了！ 32G规格的内存条，从年初的不足800元，涨至现在2200多元。 难怪有网友戏称，内存条已经变成了"金条"。 什么导致存储芯片价格"坐上了火箭"？ 对中国供应链有何影响？ 01 涨价 "早买早享受，晚买有折扣。" 这是电子产品市场的普遍规律。 最近的存储芯片价格，却让消费者大跌眼镜。 2025年三季度以来，全球存储芯片市场出现一轮"史诗级"涨价潮。 32GB内存条价格上涨走势 还需要注意的是，存储产能扩建需2-3年周期，各大厂商此前因风险顾虑未按预期扩产，短期内供需缺口难以填补。 分析机构Counterpoint据此预测，明年年初，存储还将再涨20%。 华尔街投资机构伯恩斯坦在最新研报中预判，涨势或持续至2026年上半年。 存储涨价，几家欢喜几家愁。 直接受益者，当然是存储厂家。 三星电子，2025年第三季度财报实现营业利润12.16万亿韩元（约合85.6亿美元），同比增长32.2%。其中，存储业务销售额26.7万亿韩元，创历史新高。 美光，2026财年第一财季（截至2025年11月27日）业绩表现非常强劲，调整后营收达136.4亿美元，同比增长57%，远超分析师预期的129.5亿美元；经调 ...

Core Viewpoint - Micron Technology (MU.US) is expected to see continued stock price growth due to strong Q1 FY2026 earnings and rising DRAM prices, leading analysts to upgrade their rating to "Buy" [1] Group 1: Earnings and Forecasts - Micron's management has raised its bit shipment growth forecast for the calendar year 2025 from "15%-19%" to "20%-23%", with an expected growth of "about 20%" for 2026 [1][2] - The latest earnings report significantly exceeded expectations, prompting analysts to reassess the company's future outlook [1] Group 2: Market Conditions - The current business environment for Micron is characterized by "price inelasticity," benefiting the company from rising prices and strong bit shipment volumes [6] - Analysts have revised their revenue growth expectations for FY2026 from approximately 54% to 98% due to the combination of rising DRAM prices and the optimistic bit shipment outlook [6] Group 3: Historical Context and Comparisons - The current situation is likened to the structural shortage of 1993, where limited supply led to soaring prices and increased demand, making Micron one of the top-performing stocks of that year [3][7] - Analysts believe that the conditions today mirror those of 1993, suggesting potential for significant stock price increases similar to the internet bubble era [7]

智通財經APP獲悉，出色的2026財年第一季度財報表現，加上DRAM價格持續上漲的最新結果，分析師 Uttam Dey現在認爲美光股價能夠繼續上漲，其給予美光科技(MU.US)"買入"評級。 上週發佈的最新數據顯示DRAM價格飆升，加上美光20%的位元出貨量（bit shipment）增長預測，正在 爲公司的存儲業務創造自1993年以來最強勁的需求/供應動態組合之一。 分析師 Dey 在上個月下調了美光股票的評級，當時距離公司發佈2026財年第一季度財報還有一週時 間，原因是其預計DRAM價格將暫停其天文數字般的上漲。美光第一季度的業績太好了，遠遠超出了預 期，這促使該分析師重新評估對公司未來前景的看法。 美光對今年的位元出貨量預測與 DRAM 價格持續上漲的結合，讓 Dey 相信美光已經在經歷其"1993 時 刻"，並將在今年餘下時間裏繼續保持這一勢頭。該分析師曾預計 DRAM 價格會出現過渡性的停滯，但 IDC、TrendForce 和標普情報最近的報告一致認爲：DRAM 價格至少在第一季度將繼續飆升。 出貨指引成風向標 美光目前面臨的業務環境具有"價格缺乏彈性"的特徵，這爲美光帶來了強勁的經營成果，使其 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，美光科技公司取得一项名为"存储器子系统地址映射"的专利，授权公告号 CN115729854B，申请日期为2022年8月。 作者：情报员 ...

作者：情报员 国家知识产权局信息显示，美光科技公司取得一项名为"协调错误校正"的专利，授权公告号 CN114222977B，申请日期为2020年7月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，美光科技公司取得一项名为"用于提供数据速率操作的设备和方法"的专利， 授权公告号CN114121119B，申请日期为2021年8月。 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 国家知识产权局信息显示，美光科技公司取得一项名为"尖峰神经单元"的专利，授权公告号 CN114365223B，申请日期为2020年8月。 ...

on 05-Jan-2026 5 January 2026 Global Memory MEMORY TRACKER (Dec): Further acceleration from Nov Mark Li +852 2123 2645 mark.li@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Edward Hou, CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Contract price: Contract prices rose further in Dec as more follow-on orders came in. With server demand staying strong, suppliers continued to hike prices while also having to ration supply to no ...

International News - Significant fluctuations in international financial markets were observed, with precious metals and energy sectors showing active performance influenced by geopolitical and macroeconomic policies. Gold futures in New York surpassed $4,470 per ounce, with an intraday increase of 0.43%, previously touching $4,460 per ounce, where the intraday increase exceeded 3%. Spot gold also rose, breaking $4,450 per ounce, with an intraday increase of 2.71% [1][11] - The silver market exhibited even stronger performance, with New York silver futures surging 9% to $77.41 per ounce, while spot silver broke $77 per ounce, with an intraday increase of 5.8%. Domestic silver futures also rose by 4%, reaching 18,898 yuan [1][11] - The Azerbaijan State Oil Fund announced profits exceeding $10 billion from gold investments, reflecting an increasing demand for precious metal asset allocation [2] - In the energy market, crude oil futures rose over $1 per barrel due to the situation in Venezuela [3] - The U.S. Department of Energy announced a $2.7 billion investment to enhance uranium enrichment capabilities to ensure domestic energy security. All three major U.S. stock indices closed higher, with the Dow Jones rising 1.23% to reach a historical high, the Nasdaq increasing by 0.69%, and the S&P 500 up by 0.64%. Oil and gas stocks led the gains, with Halliburton, Schlumberger, and Chevron rising by 8.8%, 8.2%, and 6.9%, respectively [4][14] - Goldman Sachs shares rose nearly 5%, marking the largest increase since May of the previous year [5] - Large tech stocks showed mixed performance, with Tesla rising over 3% and Amazon increasing over 2%, while Apple and Micron fell over 1% [6][16] - The Nasdaq Golden Dragon China Index closed up 0.53%, with companies like Canaan Inc., Wanwu Xingsheng, and Kandi Technologies seeing gains exceeding 8% [7][17] Domestic News - The domestic bulk commodity market followed international trends with significant fluctuations, particularly in silver and nickel. Silver futures rose by 4% to 18,898 yuan, while nickel futures increased by 1% to 135,610 yuan [9][19] - In the Hong Kong stock market, the total number of property sale contracts reached 80,702 in 2025, an increase of 18.7% year-on-year, marking a four-year high, with a total value of 614.277 billion HKD, up 15% year-on-year. Residential property sales accounted for 62,832 contracts, valued at 519.83 billion HKD [9][20] - In the A-share market, 17 listed companies disclosed share reduction plans on January 5, including Hongmian Co., Changgao Electric, and Xianfeng Precision, with no increase cases reported on that day [9][20] - The Nasdaq Golden Dragon China Index initially fell over 1%, with Xpeng Motors and Baidu dropping 4.5% and 3.89%, respectively, but rebounded to close up 0.53% [9][20] - In international capital flows, TSMC shares surged 3.4% to $330 per share, with a total market capitalization of $1.7 trillion, reflecting market confidence in the long-term prospects of the semiconductor industry [10][20]

Core Viewpoint - Micron is projected to have the fastest revenue growth among S&P 500 companies with unreported fiscal years [1] Group 1 - Micron's revenue growth is expected to outpace all other companies in the S&P 500 [1]