兆易创新涨超5% 高盛大幅上调一季度DRAM价格涨幅预测

Core Viewpoint - The stock price of兆易创新 (GigaDevice) has increased by over 5%, currently trading at 321 HKD, amidst a backdrop of fluctuating DRAM prices and tightening overseas liquidity expectations [1] Group 1: Market Impact - The stock price of major Korean memory manufacturers has significantly dropped due to expectations of tightening overseas liquidity and the first decline in DRAM spot prices in several months [1] - Despite the volatility in the spot market, Goldman Sachs reports that contract prices for DRAM are expected to rise, with a more aggressive upward forecast [1] Group 2: Price Forecasts - Goldman Sachs analyst Giuni Lee's team has significantly raised the price forecasts for DRAM in key application areas for Q1 2026 [1] - Traditional DRAM pricing is projected to increase by 45%-50% quarter-over-quarter by Q4 2025, followed by a further increase of 90%-95% quarter-over-quarter in Q1 2026, exceeding previous market expectations [1]