各位正盯着盘面的朋友，我是帮主郑重，这会儿得跟大伙说个实在话——存储芯片板块今儿跟踩准了鼓点似的，反复活跃着往上冲，香农芯创、江波龙直接 涨超12%，还接着创了新高，通富微电、深科技这些也紧跟着往上凑，盘面里这股劲儿看着真挺足。 别觉得这波涨是"瞎热闹"，背后的门道清楚着呢。之前央视财经就提过，过去小半年全球存储芯片价格就没歇着，一直稳稳往上走；这不，CFM闪存市场刚 出的2025年Q4展望报告更直接——里面明说了，接下来这季度，服务器用的eSSD价格得涨10%以上，DDR5 RDIMM涨得更猛，能到10%到15%。说白了， 是实实在在的价格趋势在托着这板块走，不是光靠消息炒起来的。 做了20年财经记者，我太清楚这种"板块爆发"的逻辑了——存储芯片不是冷门赛道，不管是服务器还是日常用的电子设备，都离不了它。现在价格一路往上 走，企业的业绩预期自然就跟着亮堂，资金肯定愿意往这种"有实在支撑"的地方扎；再加上今儿A股港股节后一起往上走的大氛围，这板块等于是踩准了节 奏，把涨势给做实了。 咱们做中长线的，不用盯着这会儿的涨幅慌着跟风，也别瞎担心"涨太快"。重点得看清楚，全球存储芯片的涨价趋势断没断、企业后续的业绩能 ...

过去半年，全球存储芯片价格持续上涨。特别是最近一个月，涨价消息越发密集。韩国三星电子公司、 美国闪迪等主要厂商近期陆续通知客户调整报价，现货市场价格也在短时间内快速上行。 或受此影响，截至10月4日，芯片制造商美光股价月内累计上涨约60%，铠侠与闪迪股价月内累计上涨 均超过100%。 在此背景下，多家机构认为，四季度存储价格或将延续涨势。信达证券预测，AI产品增长影响存储供 需两端，四季度DRAM和NAND价格预计延续增长态势。TrendForce预估，第四季度旧制程DRAM整体 价格环比增长8%~13%，HBM价格环比增长13%~18%；NAND Flash 第四季度各类产品合约价或将全面 上涨，平均涨幅预计达到5%~10%。此外，摩根大通最新研报称，DRAM将迎四年定价上行周期。 多家厂商股价刷新历史最高值 AI应用诞生14只大牛股 资本市场对近期存储芯片行情的变化给出了直接反馈，多家厂商股价持续刷新历史最高值。最近一个 月，美光股价累计上涨约60%，铠侠与闪迪股价累计上涨均超过100%。 探究本轮涨价潮的原因，市场分析认为，本轮涨价潮背后是存储行业供需两端的重构。开源证券指出， 在供应端，今年以来各大存 ...

Core Viewpoint - The storage chip industry is experiencing a significant price increase driven by strong demand from AI applications and data centers, with expectations of continued growth until at least the second half of 2026 [4][7][9]. Group 1: Price Increases and Market Dynamics - In September, major suppliers like SanDisk, Samsung, and Micron announced price hikes for storage products, with increases ranging from 10% to 30% [4][5]. - The DRAM spot prices have been rising, with key products showing a bullish trend, indicating a positive market sentiment [5]. - The second wave of price increases in the storage market is attributed to a supply-demand imbalance, with AI-driven demand outpacing supply constraints [9][17]. Group 2: AI's Impact on Storage Demand - The AI industry's growth is creating a surge in demand for storage solutions, particularly for AI servers that require substantial memory and storage capacity [9][21]. - The shift towards higher-margin products like DDR5 and HBM is evident as manufacturers reduce production of older, less profitable DRAM types [8][19]. - OpenAI's partnership with Samsung and SK Hynix highlights the explosive growth in DRAM demand, with plans to procure a significant portion of global DRAM capacity [21][22]. Group 3: Company Performance and Market Position - Companies like Jiangbolong are benefiting from the rising storage prices, with a notable recovery in their financial performance in Q2 2025 [13][14]. - Domestic companies such as Changxin Storage and Yangtze Memory Technologies are positioned well in the market, with significant advancements in DRAM and NAND technologies [19][20]. - The stock performance of storage-related companies has been strong, with several A-share stocks seeing increases of over 50% in September [2][14].

Group 1 - The A-share storage chip sector experienced a strong surge, with significant gains in semiconductor stocks, indicating global market optimism towards storage chips [1] - In September, the storage market entered a second round of price increases, with SanDisk raising prices by over 10% and Micron notifying channel partners of price hikes between 20% to 30% [1][2] - The price adjustments are attributed to supply-demand imbalances, driven by industry giants' capacity adjustments and increased demand from AI applications [2] Group 2 - Market research indicates a 72% increase in the DRAM price index over six months, with consumer SSD prices rising by 40% in just over a month [3] - The rise in demand for high-bandwidth memory (HBM) is driven by the growth of AI applications, with HBM2e prices increasing by 80% and HBM3e exceeding $100 per GB [3] - Storage module manufacturers are feeling the pressure from rising prices, leading to a pause in DDR4 pricing, while companies like Xiaomi are facing margin pressures due to unexpected price increases [3]

存储芯片飞了！ 9月30日早盘，A股存储芯片板块持续冲高，江波龙涨超18%，聚辰股份、佰维存储均涨超10%，德明利、诚邦股份等多股涨停，兆易创新、香农芯创、恒烁 股份、北京君正等个股跟涨。 与此同时，海外存储芯片股价隔夜大涨。闪迪大涨近17%，西部数据大涨超9%，铠侠KIOXIA大涨6%，希捷大涨5%，美光大涨超4%。有消息指出，2025年 9月，存储市场的第二轮涨价信号枪再度打响。9月，闪迪宣布将面向所有渠道和消费者客户的产品价格上调10%以上。另外，近日，美光科技向渠道商发出 通知，宣布其存储产品价格将上涨20%-30%。 存储芯片彻底爆发 A股存储芯片全线爆发，板块涨幅一度接近4%，多只个股出现涨停行情。 分析人士认为，存储芯片主要还是受价格驱动。2025年存储市场的第一轮涨价潮始于4月初，彼时闪迪向客户发出涨价函，打响今年存储芯片涨价第一枪。 2025年9月，存储市场的第二轮涨价信号枪再度打响。9月，闪迪宣布将面向所有渠道和消费者客户的产品价格上调10%以上。近日，美光科技向渠道商发出 通知，宣布其存储产品价格将上涨20%-30%。从9月12日起，所有DDR4、DDR5、LPDDR4、LPDDR5等存 ...

存储芯片飞了！ 光大证券认为，年末降价格局已被打破，2025年四季度环比增幅优于之前预期。TrendForce预计2025年三季度和四季 度一般型DRAM （Conventional DRAM）价格将季度环比增长10%-15%和8%-13%，若加计HBM，季度环比涨幅将扩 大至15%-20%和13%-18%，其中HBM渗透率为8%和11%。另外，TrendForce预计NAND Flash在今年三季和四季分别上 涨3%-8%和5%-10%。 NAND Flash方向，服务器NAND发生巨大变化，企业级eSSD逐步向HDD渗透，企业级eSSD爆发。由于AI基建的爆 发，传统作为海量数据存储基石的Nearline HDD（近线硬盘）已出现供应短缺，促使高效能、高成本的SSD逐渐成为 市场焦点，特别是大容量的QLC SSD出货可能于2026年出现爆发性增长。 9月30日早盘，A股存储芯片板块持续冲高，江波龙涨超18%，聚辰股份、佰维存储均涨超10%，德明利、诚邦股份等 多股涨停，兆易创新、香农芯创、恒烁股份、北京君正等个股跟涨。 DRAM亦是全面涨价。由于三大DRAM原厂持续优先分配先进制程产能给高阶Server ...

Market Overview - As of September 30, the Shanghai Composite Index rose by 0.40%, the Shenzhen Component Index increased by 0.31%, and the ChiNext Index saw a slight rise of 0.06%. The STAR Market 50 Index surged by 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.37 trillion yuan, an increase of 76.1 billion yuan compared to the previous trading day, with nearly 3,000 stocks rising across the market [1] Storage Chip Sector - The storage chip sector experienced significant gains, with stocks like Jiangbolong (301308) rising by 20% and several others increasing by over 10% [2] - Major storage manufacturers, including SanDisk, Micron, Samsung, and Western Digital, have announced price increases since September, leading to a ripple effect in the downstream market as module manufacturers ramp up inventory [3][4] - Adata announced it would stop quoting DDR4 prices and prioritize supply of DDR5 and NAND flash to major clients, while Phison has resumed some pricing with a 10% increase [3][4] AI and Semiconductor Sector - The AI sector saw a collective rise, with stocks like Dahong Technology hitting the daily limit up of 20%, and others like Kaipu Cloud and Tuolisi rising over 5% [4] - The launch of DeepSeek-V3.2-Exp has led to a significant reduction in service costs, with API prices dropping by over 50%, prompting several domestic chip manufacturers to adapt to the new model [5][6] - Analysts from Huaxin Securities noted that the domestic AI chip industry is entering a new era, with a complete industrial chain from advanced processes to model acceleration being established [6][7] Gold Market - On September 30, spot gold prices reached a new high of $3,860 per ounce, marking a 0.72% increase for the day [11] - Domestic gold jewelry prices have also risen, with brands like Chow Sang Sang and Luk Fook reporting prices of 1,125 yuan per gram, an increase of 14 yuan from the previous day [13] - Analysts from Guohai Securities indicated that the long-term trend of gold prices is influenced by the strength of the US dollar and inflation expectations, with current conditions favoring gold due to potential stagflation [13]

| 5日 = 5分钟 15分钟 30分钟 日线 周线 月线 更多周期 = | 美价、 蛋加、 面线 显示 · 简约 胶灌 * | | ◀ BK1137 存储芯片 ® | | | --- | --- | --- | --- | --- | | < "其分辨在"》等作中最重要一 · · 分发历史 | | | 467.88 1954.18 | | | 存储芯片 分时 均线 成交量(手) | | | | +3.60% | | | | 3.92% | | | | | | 2.94% | | 盘口 资金 福数 云动 板块 | | | | 1.96% | | 1954.18 落踪 467.88 | | | | | | +3.60% 换手 2.85% | | | | 0.98% | | | | | | | | 总手 1078.80万 金额 541.92亿 | | | | 0.00% | 1975 785 | | | | | | | 1960.30 最低 1911.33 | | | | 0.98% | | 1912.26 昨收 1886.30 | | | | 1.96% | | 564.55万 内盘 514.25万 | | | ...

存储芯片飞了！ 9月30日早盘，A股存储芯片板块持续冲高，江波龙涨超18%，聚辰股份、佰维存储均涨超10%，德明利、诚邦股份等多股涨 停，兆易创新、香农芯创、恒烁股份、北京君正等个股跟涨。 光大证券认为，年末降价格局已被打破，2025年四季度环比增幅优于之前预期。TrendForce预计2025年三季度和四季度一般型 DRAM （Conventional DRAM）价格将季度环比增长10%-15%和8%-13%，若加计HBM，季度环比涨幅将扩大至15%-20%和 13%-18%，其中HBM渗透率为8%和11%。另外，TrendForce预计NAND Flash在今年三季和四季分别上涨3%-8%和5%-10%。 NAND Flash方向，服务器NAND发生巨大变化，企业级eSSD逐步向HDD渗透，企业级eSSD爆发。由于AI基建的爆发，传统 作为海量数据存储基石的Nearline HDD（近线硬盘）已出现供应短缺，促使高效能、高成本的SSD逐渐成为市场焦点，特别是 大容量的QLC SSD出货可能于2026年出现爆发性增长。 DRAM亦是全面涨价。由于三大DRAM原厂持续优先分配先进制程产能给高阶Server D ...

9月30日，A股震荡上涨，三大股指盘初拉升，创业板一度涨超1%，目前回落翻绿。有色金属板块集体拉升，芯片 半导体产业链活跃，AI硬件股调整，"易中天"领跌。港股冲高回落，恒科指一度涨超1%，恒指转跌，科网股多数下 跌，有色金属活跃。债市方面，国债期货走低。商品方面，国内商品期货下跌，燃油跌超2%。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | ਲੂ | 3868.69 | 6.16 | 0.16% | | 399001 | 深证成指 | Caller | 13484.12 | 4.69 | 0.03% | | 399006 | 创业板指 | | 3231.66 | -6.35 | -0.20% | | 000300 | 沪深300 | 13 | 4621.32 | 1.26 | 0.03% | | 000016 | FiFF50 | | 2979.19 | 6.15 | 0.21% | | 000680 | 科创综指 | | 1711.24 | 20.48 | 1 ...