| | | | | 存储芯片板块个股 | | | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | | 1 | 301308 | 江波龙 | 1 | 14.36 | 1174亿 | | 2 | 300236 | 上海新阳 | | 12.15 | 224亿 | | 3 | 300857 | 协创数据 | 安 | 12.05 | 654 Z | | ব | 688766 | 昔用股份 | | 10.57 | 208亿 | | 5 | 300475 | 香农芯创 | 1 | 10.44 | 741亿 | | 6 | 002413 | 雷科防务 | 1 | 10.04 | 182亿 | | 7 | 603986 | 兆易创新 | 1 | 10.00 | 1574亿 | | 8 | 688012 | 中微公司 | 1 | 9.87 | 1876 Z | | ರಿ | 688525 | 佰维存储 | 1 | 8.90 | 582亿 | | 10 | 688347 | 华虹公司 | 1 | 7.54 | 2014亿 | | 11 | 6 ...

行业方面，Google、Meta、微软及亚马逊AWS等北美四大云厂(CSP)持续扩大AI基础建设投资，2026年 总投资金额有望达到6000亿美元历史新高规模。在AI强劲需求带动下，2025年存储芯片价格大涨，其 中DDR416Gb涨幅高达1800%，DDR516Gb涨幅高达500%，512Gb NAND闪存涨幅高达300%。 国金证券认为，2026年全年全球存储芯片仍将供不应求，有望持续涨价，预计2026年DRAM的位元供应 量增幅约为15%至20%，而需求增速预计将达到20%至25%左右。NAND位元供应量增幅为13%至18%， 需求增速预计则达到18%至23%，2026年服务器领域的DRAM和NAND闪存消耗量将同比激增40%至 50%，应用于AI服务器领域的增速更快。预测2026年一季度，存储合约价格预计继续攀升，涨幅将达到 30%—40%。DDR5RDIMM内存价格预计将上涨超过40%，NAND闪存价格预计将出现两位数百分比的 涨幅。企业级固态硬盘(SSD)价格预计也将上涨20%—30%。 存储芯片概念5日盘中走势活跃，截至发稿，云汉芯城（301563）20%涨停，江波龙（301308）、上海 新阳 ...

（原标题：存储芯片概念异动拉升 德明利涨停） 人民财讯12月26日电，存储芯片概念异动拉升，德明利涨停，恒烁股份涨超10%，西测测试、南亚新 材、江波龙、复旦微电、香农芯创等跟涨。 ...

中国经济周刊-经济网讯 截至收盘，上证综指报3940.95点，涨幅0.53%，成交额7739.29亿元；深证 成指报13486.42点，涨幅0.88%，成交额11063.40亿元；创业板指报3229.58点，涨幅0.77%，成交额 5025.69亿元。 盘面上，商业航天概念爆发，板块内个股掀涨停潮，新劲刚、超捷股份、中国卫星等近30股涨停。 存储芯片概念持续活跃，英唐智控涨停。PCB概念走强，生益科技涨停。光伏概念也走强，钧达股份涨 停。乳业股走弱，庄园牧场跌近8%。造纸、CPO概念、消费电子概念、等板块也涨幅居前，煤炭、农 林牧渔、酿酒等板块跌幅居前。 编辑：何颖曦 ...

（文章来源：每日经济新闻） 每经AI快讯，12月24日，存储芯片概念表现活跃，香农芯创涨超10%，时空科技涨超7%，德明利、神 工股份、普冉股份、北京君正、江波龙、大为股份、万润科技跟涨。 ...

| 市场 | 什CK电 | 名称 | 示日涨幅 | 当日价格 | 换手率 | 金额 | 净买入 # | | --- | --- | --- | --- | --- | --- | --- | --- | | 派 | 000981 | 山子高松 | +9.94% | 3.65 | 7.13% | 24.36亿 | 6.88亿 | | 流 | 000572 | 世界印度 | +9.99% | 9.36 | 17.18% | 25.77亿 | 3.02(Z | | 深 | 300189 | 神农种业 | +20.03% | 7.13 | 45.52% | 27.20亿 | 2.60 Z | | 版 | 300086 | 康之药业 | +19.96% | 13.22 | 24.75% | 13.52亿 | 2.52亿 | | ਹੈਰ | 601212 | 白银有色 | +10.04% | 5.70 | 4.09% | 16.91亿 | 2.45 Z | | 淡 | 300086 | 康芝药业 图 | +19.96% | 13.22 | 24.75% | 13.52亿 | 2.39 Z | | য় | 688668 ...

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 688981 | 中芯国 际 | 6.00 | 4.05 | 83671.32 | 8.70 | | 002916 | 深南电 路 | 6.23 | 2.31 | 43905.56 | 12.82 | | 600183 | 生益科 技 | 8.51 | 2.13 | 41768.56 | 12.78 | | 605358 | 立昂微 | 10.01 | 7.16 | 34498.40 | 20.01 | | 300475 | 香农芯 创 | 2.52 | 8.10 | 29917.37 | 5.99 | | 688008 | 澜起科 技 | 2.40 | 2.11 | 28413.18 | 9.81 | | 001309 | 德明利 | 4.81 | 8.25 | 24245.75 | 9.21 | | 30161 1 | 珂玛科 | 20.00 | 14.92 | 213 ...

Market Performance - On December 19, the Shanghai Composite Index experienced a rebound, closing up 0.36%, while the Shenzhen Component Index rose by 0.66% and the ChiNext Index increased by 0.49% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.75 trillion yuan, an increase of 71.9 billion yuan compared to the previous trading day, with nearly 4,500 stocks rising across the market [1] Sector Performance - The consumer sector showed strong performance throughout the day, particularly in retail and dairy, with stocks like Shanghai Jiubai and Zhuangyuan Pasture hitting the daily limit [4] - The commercial aerospace concept continued to perform well, with Huati Technology and Western Materials achieving two consecutive trading limit increases [4] - The intelligent driving concept also gained traction, with Zhejiang Shibao achieving four consecutive trading limit increases [4] Notable Stocks - China Duty Free Group saw a significant increase, with its stock hitting the daily limit and closing up over 8%, while its H-shares rose more than 7% [5][7] - In contrast, the storage chip sector faced a collective decline, with companies like Shen Gong Co. and Deming Li experiencing significant drops [5] International Market Trends - Major Asia-Pacific stock indices saw an overall increase, with the Nikkei 225 rising by 1.03% and the KOSPI index increasing by 0.98% [7][8] - The Bank of Japan raised its policy interest rate from 0.5% to 0.75%, marking the highest level in 30 years, aimed at alleviating recent yen depreciation pressures and controlling inflation [7] Precious Metals - Silver prices saw a short-term surge, approaching $66 per ounce, influenced by declining global inventories and the Federal Reserve's interest rate cuts [9][10] - Silver has experienced a cumulative increase of nearly 130% this year, with heightened sensitivity to any unexpected data or policy changes that could amplify market correction risks [10]

Core Viewpoint - The stock market showed a rebound with the Shanghai Composite Index rising by 0.36%, while the Shenzhen Component and ChiNext Index increased by 0.66% and 0.49% respectively, indicating a positive market sentiment despite fluctuations [1][2]. Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion yuan, an increase of 704 billion yuan compared to the previous trading day [7]. - Nearly 4,500 stocks in the market experienced gains, reflecting broad market participation [2][5]. Sector Performance - The Hainan, dairy, and retail sectors led the gains, with notable stocks such as Hainan Haiyao and Hainan Airlines hitting the daily limit [2][3]. - The commercial aerospace concept continued to perform strongly, with companies like Huati Technology and Western Materials achieving consecutive gains [2]. - In contrast, the storage chip sector faced significant declines, with stocks like Shen Gong and Demingli experiencing substantial drops [2][3]. Market Sentiment - The market heat index was recorded at 75, indicating a relatively high level of market activity and investor interest [6]. - The limit-up rate was 75%, with 82 stocks hitting the daily limit, suggesting strong bullish sentiment among investors [9].

消息面上，存储巨头金士顿数据中心SSD业务经理CameronCrandall近日在"TheFullNerdNetwork"播客中表示，未来30天NAND闪存短缺将明显加 剧，SSD价格将在当前基础上进一步上涨。 美光电话会："好日子还在后头！"CEO直言2026年HBM已售罄，正签署"前所未有"长期合同 在此前甲骨文、博通等AI巨头业绩未达投资者期待，引发全球科技股抛售潮之际，美光科技以一份"史上最强"的业绩和展望，为动荡的AI市场注 入了一剂强心针。公司CEO直言，AI驱动的需求正以前所未有的速度爆发，而行业供应短缺将持续到2026年之后，美光甚至只能满足部分关键客 户一半的需求。 在美股周三盘后的财报电话会上，美光董事长兼CEO Sanjay Mehrotra宣布，公司第一财季业绩全面超越预期，并给出了再创历史新高的第二财季 指引。更令市场瞩目的是，他透露公司2026日历年全年高带宽内存（HBM）的供应量已就价格和数量与客户达成协议，全部售罄。 这一系列重磅信息，为近期因部分AI龙头业绩不佳而承压的科技板块提供了急需的支撑。Mehrotra的讲话清晰地向投资者传递了一个信号：内存 市场的供不应求并非短期现 ...