"内存条跟硬盘一天一个价，越来越高，跟去年相比涨了三四倍""现在每天大约涨40元"。近段时间，内存条大幅涨价的话题引发了广泛关注。 每经编辑｜段炼 2025年下半年以来，存储芯片价格涨幅惊人，内存、闪存的价格翻了1倍以上，"内存条"价格涨幅远超"金条"。 有数据显示，2025年9月以来，DDR5内存条价格上涨超300%，DDR4内存条涨幅也超150%。有业内人士表示，此轮内存条涨价源于AI引爆的存储需求浪 潮。 行业调研显示，AI服务器对内存的需求量是普通服务器的8-10倍，如此庞大的需求，使得AI服务器目前已消耗全球内存月产能的53%，海量高端存储需 求直接挤压了消费级内存的产能分配。全球头部云服务商纷纷抛出巨额采购订单。有报告指出，存储市场已进入"超级牛市"阶段，当前行情甚至超越了 2018年的历史高点。 "明天什么价没人知道" 厂家：建议尽早采购 "报价单只管当天，明天什么价没人知道。"1月14日，在深圳华强北电子市场，一位电脑组装商向智通财经记者展示了最新的存储产品报价单。 该组装商表示，一款铠侠2T硬盘的价格从12月初的约1000元上涨至1500元，金百达的一款32*2内存条则从3000元上涨至45 ...

Group 1: Market Overview - Investors are cautious ahead of the Federal Reserve's interest rate decision, with expectations of a 25 basis point cut, but concerns remain about potential hawkish signals due to missing key economic data [1] - Major U.S. stock indices closed lower, with the Dow Jones down 0.45%, S&P 500 down 0.35%, and Nasdaq down 0.14% [1] - Most popular chip stocks rose, influenced by AI data center investment trends and storage chip supply shortages, with Micron Technology up over 4% and Broadcom up nearly 2.8% [1] Group 2: Commodity Prices - International oil prices fell as investors took profits after reaching a three-week high, with light crude oil futures closing at $58.88 per barrel, down 2%, and Brent crude at $62.49 per barrel, down 1.98% [3] - Gold prices also declined as the market had already priced in the expected 25 basis point rate cut, with February gold futures closing at $4217.7 per ounce, down 0.60% [5] Group 3: Corporate Actions - Paramount Global launched a hostile takeover bid for Warner Bros. Discovery, offering $30 per share in cash, totaling $108.4 billion, which is significantly higher than Netflix's acquisition agreement [7] - The bid has the backing of Oracle co-founder Larry Ellison and his family, with Paramount hiring financial institutions like Bank of America and Citigroup for financing [7] - Following the announcement, Paramount's stock surged over 9%, while Warner Bros. Discovery rose 4.41%, and Netflix's stock fell 3.44% [7] Group 4: European Market Dynamics - European Central Bank officials' hawkish comments raised speculation about potential interest rate hikes next year, leading to mixed performance in European stock indices [9] - The UK stock market fell 0.23%, while France's market dipped 0.08%, and Germany's market saw a slight increase of 0.07% [9]

摩根士丹利发表研报指，随着存储芯片市场面临2018年式的供应短缺，将美光列为首选股，并将其目标 价从220美元上调至华尔街最高的325美元，维持"增持"评级。该行承认整个板块的估值已经很高，但认 为美光仍有上升空间。 ...