三星、美光等五大原厂同步减产，内存价格反弹预期强烈；三部门联合发文，深入推进IPv6规模部署和应用——《投资早参》

Market News - The three major US stock indices closed lower, with the Dow Jones down 0.27%, Nasdaq down 0.38%, and S&P 500 down 0.39%. Major tech stocks mostly declined, with Amazon and Google dropping over 1%, and Apple and Nvidia nearly 1% [1] - International gold prices rose, with spot gold up 1.86% at $3289.29 per ounce, and COMEX gold futures up 1.83% at $3292.60 per ounce. International oil prices saw slight increases, with WTI crude oil up 0.18% at $62.25 per barrel, and Brent crude oil up 0.11% at $65.61 per barrel [1] - European stock indices closed higher, with Germany's DAX index up 0.42% at 24036.11 points, France's CAC40 index up 0.75% at 7942.42 points, and the UK's FTSE 100 index up 0.94% at 8781.12 points [1] Industry Insights - On May 20, five major NAND manufacturers announced simultaneous production cuts, reducing supply and supporting the memory market. The top five NAND Flash manufacturers, including Samsung, SK Hynix, Micron, Kioxia, and Western Digital, plan to cut production by 10% to 15% in the first half of 2025. This is expected to lead to a rebound in storage prices in Q2, with DRAM contract prices predicted to rise by 3% to 8% [3] - The establishment of a clinical and translational ward for brain-computer interface (BCI) technology at Beijing Tiantan Hospital marks a significant advancement in applying BCI technology in clinical settings. This ward will focus on research and clinical trials, aiming to transition BCI technology from research-driven to clinically-driven applications [4] - The National Development and Reform Commission and other departments issued guidelines for advancing IPv6 deployment by 2025, targeting 850 million active IPv6 users and 1.1 billion IoT IPv6 connections. The IPv6 market is expected to grow rapidly, with significant investment opportunities across the industry chain [5][6]