存储产品涨价潮仍在延续 行业看涨情绪蔓延

Core Viewpoint - The price increase trend for storage products continues, with current spot prices remaining strong but showing a slight slowdown in growth, indicating a bullish sentiment in the industry [1] Group 1: Price Trends - TrendForce's latest report indicates that prices for DDR4, DDR5, and modules have been rising consistently, although the rate of increase has moderated compared to previous periods [1] - The overall spot prices for DRAM have not shown signs of weakness, as Kingston has significantly raised its DRAM prices this week [1] Group 2: Market Sentiment - The NAND Flash spot market is experiencing bullish sentiment, driven by expectations of rising contract prices [1] - The observed price movements are interpreted as a short-term phenomenon, influenced by some intermediaries releasing more inventory for year-end accounting rather than a sign of easing supply shortages [1]