近一个月价格翻倍，涨疯的“电子黄金”你囤了吗？

Core Insights - The price of DDR5 memory has surged dramatically, with a consumer noting a jump from 509 yuan in July to 1158 yuan during the Double Eleven sales event, indicating a price increase greater than that of gold [1][3] - The average price of DDR5 and DDR4 memory increased by 58.73% and 43% respectively from October 13 to 18 compared to the previous month, while other investment categories saw much lower increases [3] - The rapid price fluctuations in memory products have led some consumers to view them as investment products [5] Market Dynamics - Memory prices have been rising for over six months, with a notable spike in October; for instance, DDR5 that sold for 600 yuan in late September is now priced at 1200 yuan [4] - Despite the price increases, there is currently no shortage of memory supply in the market [4] - The demand for memory products is being driven by the booming AI industry, which requires high-performance storage for model training and big data processing [7][8] Supply Chain Factors - An AI server requires eight times more DRAM than a standard server, with companies like OpenAI placing orders that consume 53% of the global monthly DRAM production capacity, significantly boosting memory market demand [8] - Major storage manufacturers like Samsung and SK Hynix are adjusting their production capacities, shifting focus towards HBM and DDR5 memory while reducing DDR4 production, leading to a supply squeeze for DDR4 [8] - The price increase pressure is affecting the consumer electronics sector, with companies like Xiaomi and Raspberry Pi announcing price hikes due to soaring memory costs [8]