中信证券：DDR4涨幅超预期 预计涨势将延续至Q3

Group 1 - The core viewpoint of the article is that the price increase of DDR4 memory has exceeded expectations, and this upward trend is expected to continue into Q3 2025 [1] - According to the report, mainstream storage and niche DRAM prices have risen in Q2 2025, leading to a projected revenue growth for major storage manufacturers on a quarter-over-quarter basis [1] - The report anticipates that storage module manufacturers will reach a profitability turning point in Q2 2025 [1] - It is expected that storage prices will maintain a quarter-over-quarter growth trend in Q3 2025 [1]