十款产品九款涨价超40%！存储价格双十一“反扑”

Group 1 - The prices of storage products, including memory and SSDs, have increased significantly since early October, with many products currently priced higher than in early November [1][4][5] - In the Tmall memory sales ranking, several products have seen price increases, with one model rising by approximately 400 yuan since early October [1] - On JD.com, nine out of the top ten memory products have increased in price by over 40% since early October, with three products seeing price hikes of over 70% [4] Group 2 - The price of NAND flash memory products has also risen, with specific models showing price increases compared to early November [4][5] - The recent price surge in storage components is attributed to high demand driven by AI computing, which has strained storage capacity and created a supply-demand imbalance [5] - Market research indicates that the average price of DDR5 16G memory has increased by 4.24%, surpassing $23, while NAND flash prices have also seen notable increases [5] Group 3 - Storage manufacturer Jiangbolong reported that the price increase of storage wafers positively impacts the company's gross margin, leading to a stock price increase of 6.21% [6] - Some storage-related stocks have reached historical highs but have experienced corrections, with companies like Zhaoyi Innovation and Shannon Semiconductor seeing declines [6]