美股大型科技股多数上涨，稳定币第一股Circle涨超9%；停产引发供需失衡，存储产品DDR4价格持续上涨——《投资早参》

Important Market News - The three major US stock indices closed higher, with the S&P 500 rising by 0.96% and the Nasdaq increasing by 0.94%. Major tech stocks mostly rose, with Tesla surging over 8%, marking its largest single-day gain since April 28. Circle, the first stablecoin stock, rose over 9%, with a cumulative increase of approximately 750% since its listing. Chinese concept stocks also saw gains, with the Nasdaq Golden Dragon China Index up 0.85% [1] - International oil prices fell significantly, with West Texas Intermediate (WTI) crude oil futures at $67.23 per barrel and Brent crude oil down 8.37% at $69.16 per barrel. European stock indices closed slightly lower, with Germany's DAX down 0.35%, France's CAC40 down 0.69%, and the UK's FTSE 100 down 0.19% [1] Industry Insights - According to TrendForce's DRAMeXchange, the spot price of DDR4 has surged significantly. The price of DDR4 8Gb (1G×8) 3200 increased from an average of $2.73 on May 30 to $3.775, a rise of 38.27% in just half a month. Major manufacturers have announced plans to halt DDR4 production, leading to a supply-demand imbalance as the market transitions to DDR5. The storage industry is expected to see a price upturn starting in the second half of 2025 due to reduced production and increased demand from AI devices [2] - US startup Lon Storage Systems has begun producing solid-state batteries and is shipping test units to unnamed electronics manufacturers, paving the way for large-scale commercialization. Major Chinese companies like BYD and CATL are accelerating the mass production of solid-state batteries, with plans for application in vehicles by 2026 to 2028. The solid-state battery technology is gaining attention for its high safety and energy density, with significant industry collaboration [3] - The Democratic Republic of Congo has extended its cobalt export ban for an additional three months. Cobalt prices have surged, with the price of 1 cobalt reaching 256,000 yuan per ton, marking the largest single-day increase in nearly a decade. The ban aims to address oversupply issues and is expected to support a price recovery, with projections for domestic cobalt prices to exceed 250,000 yuan per ton [4]