来源：每日经济新闻 存储龙头大幅涨价的底气，正来自对服务器DRAM短缺问题日益严重的预期。 眼下，内存厂商正集中精力生产HBM3E，导致服务器DRAM产能遭受积压，供需鸿沟逐渐拉大。同时 谷歌和微软等公司正在拓展基于推理的AI服务业务，推动服务器通用DRAM需求激增；正在为客户开 发ASIC的博通，也在增加HBM3E订单，进一步加剧DRAM短缺。 在这种情况下，存储的涨价趋势或将贯穿整个2026年。已有多家投行预测，按全年口径计算，今年服务 器DRAM的平均销售价格（ASP）最高将同比上涨144%，并相应上调了业绩预期。花旗预计，三星电 子今年营业利润将达155万亿韩元，较去年增长253%；摩根士丹利则预计，SK海力士今年营业利润为 148万亿韩元，较去年激增224%。 中信建投证券电子首席分析师刘双锋认为，在数据中心需求爆发、存储芯片供应持续趋紧，价格大幅上 涨的背景下，美光交出一份明显强于预期的FY26Q1财报，并给出强劲的第二财季指引。预计存储芯片 供应短缺将在2026年持续并维持更久，美光为代表的存储IDM厂商将大为受益。 值得一提的是，今日晚间，话题"一盒内存条堪比上海一套房"登上热搜第二名，引发网 ...

记者丨 金珊 李益文 邓浩 郭聪聪 编辑丨黎雨桐 1月5日，A股市场 高开高走迎来2026年开门红，创业板指领涨，沪指重回4000点上方。 截至收盘，沪指涨1.38%， 录得十二连阳， 深成指涨 2.24%，创业板指涨2.85%。全市场 成交额高达2.57万亿，较上一个交易日放量5015亿， 近4200只个股上涨， 其中127只个股涨停 。 板块方面，脑机接口概念全天领涨，三十余只成分股涨停。保险板块爆发，新华保险、中国太保大涨续创历史新高。商业航天概念反复活跃， 雷科防务4连板，中国卫通5天3板。半导体产业链走强，亚翔集成、圣晖集成等多股涨停。AI应用概念表现活跃，蓝色光标2连板。下跌方面， 海南自贸概念集体大跌，海南发展跌停。 | 1851.95 4.44% | | | | --- | --- | --- | | 成分股 资金 | 基金 | 分析 新闻 简况(F10) | | 実部 3日内有涨停 | 龙头股 | 连板 连续3日主力净济 | | 名称/代码 | | 最新 = 涨幅 ◆ 5日涨幅 ◆ ▶ | | 恒炼股份 | | 66.16 +20.01% +11.46% | | 科创 688416 融 | ...

三星电子计划在2026年大幅扩大其人工智能战略布局，将搭载谷歌 Gemini大模型的移动设备产量翻倍至8亿台。 这一激进的扩张计划，配合其在高带宽内存（HBM）技术上的突破性进展，标志着这家韩国科技巨头正向苹果公司及芯片领域的竞争对手发起全 面反攻，推动其股价周一大涨7%。 深化与谷歌联盟 押注AI普及 作为谷歌 安卓生态系统的核心盟友，三星激进的设备扩张计划将直接加剧硅谷的AI模型之争。Alphabet旗下的谷歌于去年11月推出了最新版本的 Gemini 3，在多项行业指标上处于领先地位。 据媒体报道，为了应对Gemini 3，OpenAI CEO Sam Altman曾在内部发布"红色代码"，暂停非核心项目以加速开发，并随后推出了GPT-5.2模型。 TM Roh指出，三星关于Galaxy AI品牌认知度的调查显示，该数据在短短一年内从30%跃升至80%，表明AI的采用正在加速。虽然目前搜索仍是手 机上使用频率最高的AI功能，但消费者对图像生成的编辑工具、生产力工具以及翻译和摘要功能的使用也日益频繁。三星希望通过在这些领域的 领先优势，在与苹果公司的竞争中确立差异化壁垒。 全面迎战苹果公司与中国竞争对手 ...

以下文章来源于科创板日报 ，作者科创板日报 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 惠普CEO Enrique Lores则警告称， 2026年下半年"可能尤其艰难"，必要时将上调价格。 他指出， 内存芯片约占一台PC成本的15%– 18%。 据悉，由于内存价格上涨，PC 厂商正面临不断上升的利润压力。 联想、惠普、戴尔、三星电子与LG电子等正重新评估2026年产品规划， 包括AI PC与平板电脑。 值得一提的是，几天前美光宣布终止运营消费品牌Crucial，专注于满足来自于数据中心相关客户需求，因为这类客户的利润率明显更高。 TrendForce最新报告指出，内存价格上涨已显著推升消费电子产品的物料成本（BOM），迫使品牌提高零售价格，从而抑制市场需求。受 此影响， TrendForce将2026年笔电出货量预测从原先同比增长1.7%下调至同比下降2.4%。 "存储芯片短缺已经从组件级问题升级为宏观经济风险。" 科技咨询公司Greyhound Research CEO Sanchit Vir Gogia警告，AI基础设施 建设"正在与无法满足其实际需求的供应链发生碰撞" ...

Core Viewpoint - Micron Technology announced the complete shutdown of its Crucial brand business, which has been operational for nearly 30 years, while continuing to ship products through consumer channels until February 2026. This exit will create a significant gap in the consumer storage market, especially as analysts warn of potential memory shortages lasting for several years [1][4]. Group 1: Strategic Shift - Micron is shifting its focus from consumer storage to advanced storage chip production for AI data centers, particularly High Bandwidth Memory (HBM), amid a global supply crunch for storage chips [3][5]. - The decision to exit the consumer market is driven by the surge in demand for storage due to AI-driven data center growth, as stated by Micron's Chief Business Officer [3][5]. Group 2: Market Impact - Micron's exit will leave a substantial void in the consumer storage market, where it holds a 13% market share in NAND flash memory for SSDs. This move raises concerns about whether other companies can fill this gap [4][9]. - The withdrawal of Micron from the consumer market is expected to exacerbate supply shortages, particularly as major companies are investing billions in building large data centers, further increasing demand for storage [7][10]. Group 3: Financial Performance - Micron's HBM revenue reached nearly $2 billion in the latest quarter, indicating a strong pivot towards more profitable segments compared to its consumer business, which has not been a significant driver of revenue [5][6]. - The cloud storage segment of Micron reported a 213% year-over-year growth, reflecting robust demand from AI data centers [6]. Group 4: Competitive Landscape - Micron is the third-largest DRAM supplier globally, following Samsung and SK Hynix, which together hold 92% of the DRAM market share. The competitive landscape is intensifying as companies prioritize profitability over risky capacity expansions [4][10]. - The demand for advanced storage chips is driven by AI chip manufacturers like NVIDIA and AMD, which require significantly more memory compared to traditional consumer devices [8].

Core Insights - The semiconductor ecosystem is under significant strain due to AI demand, with supply shortages affecting everything from front-end wafers to back-end packaging and memory [2][3] - Customers' primary concern over the next 12 months is the inability to secure sufficient NVIDIA products, particularly the Vera Rubin chip [3][4] - The storage chip shortage has reached one of the most severe levels in 30 years, driven by a purchasing frenzy from cloud computing buyers [7][8] Group 1: NVIDIA's Market Position - NVIDIA's market dominance is more robust than perceived, with customers increasingly anxious about supply shortages [4] - NVIDIA's data center revenue reached $51 billion, approximately 14 times that of Google's TPU revenue, indicating its strong economic advantage [4] - Morgan Stanley raised NVIDIA's target price from $235 to $250, reflecting increased earnings expectations [4][6] Group 2: Custom Chip Dynamics - The supply chain outlook for Google's TPU, designed by Broadcom, has been upgraded, although some of this growth is at the expense of Broadcom's other ASIC clients [5][6] - Meta's MTIA chip production plans have been delayed, with some demand being replaced by TPU usage, indicating a strategic shift towards familiarizing with ASICs [5] - Google is collaborating with MediaTek to develop its own TPU variant, posing a potential long-term threat to Broadcom [5][6] Group 3: Storage Chip Crisis - The storage chip shortage is unprecedented, with the current situation being the most severe in 30 years [7][8] - Major cloud computing buyers are in a purchasing frenzy, leading to product shortages globally [8] - The DDR4 shortage is impacting various sectors, including the automotive market, while NAND and HBM markets are also experiencing significant pressure [8]

上周A股 过去一周（11月24日—11月28日），A股三大指数集体上涨。截至11月28日收盘，上证指数报3888.60 点，周涨1.40%；深成指报12984.08点，周涨3.56%；创业板指报3052.59点，周涨4.54%。 具体来看，超83%的个股周内实现上涨，192股周涨超15%，12股周跌超15%。按照申万一级行业分类， 通信、电子、传媒、轻工制造、社会服务等板块上涨，石油石化、交通运输、食品饮料、煤炭、钢铁等 多个板块下跌。 | 名称 | 最新点位 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3888 6 | +53.71(1.4%) | | 深证指数 | 12984.08 | +446.01(3.56%) | | 创业板指 | 3052.59 | +132.51(4.54%) | | | 日期:11月24日-11月28日 制图:21投资通 | | 周五外盘 国家统计局发布数据显示，11月份，制造业采购经理指数（PMI）为49.2%，比上月上升0.2个百分点， 景气水平有所改善。从企业规模看，大型企业PMI为49.3%，比上月下降0.6个百分点，低于临界点； 中、小型 ...

Group 1 - The article discusses President Trump's announcement to indefinitely suspend immigration from all "third world countries" to restore the U.S. immigration system [3] - The context of this announcement follows a violent incident involving two members of the National Guard near the White House, one of whom died from injuries sustained [3][4] - The suspect in the incident, Rahmanullah Rakhmanwal, originally from Afghanistan, had previously entered the U.S. under a program aimed at resettling Afghan allies [4] Group 2 - The article mentions various unrelated news, including the launch of a donation platform by WeChat to support fire rescue efforts in Hong Kong [8] - It also covers regulatory changes in Beijing regarding electric vehicle license plates for delivery services [4] - Additionally, it highlights the ongoing challenges in the entertainment industry, such as Sohu's plans to restart American TV series procurement despite severe piracy issues [5]

Market Overview - US stock markets collectively rose, with the Dow Jones up 0.29%, Nasdaq up 0.39%, and S&P 500 up 0.26% [1] Company Updates - Google shares increased by nearly 1%, with CEO Sundar Pichai expressing hopes to send TPU to space by 2027 [3] - Oracle's stock fell over 3% as multiple banks are negotiating to provide $38 billion in loans to Oracle and data center builder VANTAGE [3] Industry Trends - Storage sector stocks saw a collective rise, with SanDisk up over 4%, Micron Technology up 2.8%, and Western Digital up 2%. This surge is attributed to an exacerbated global shortage of storage chips, with research institutions predicting a 50% increase in storage chip prices [4] - Precious metals experienced significant price movements, with spot gold reaching $4200 per ounce, up 1.03%, and spot silver rising to $55 per ounce, marking a 3% increase and a new record high. Factors contributing to silver's rise include expectations of a Federal Reserve rate cut in December, inflows into silver ETFs, and ongoing supply constraints [6] - LME copper prices surged by 2.5%, reaching a new high of $11,210 per ton [7] - Cryptocurrency prices also saw increases, with Bitcoin rising to $92,324.6 (up 1.68%) and Ethereum reaching $3,074.75 (up 2.64%) in the past 24 hours [8] Chinese Concept Stocks - Chinese concept stocks generally rose, with Bawang Tea up over 4% and Pony.ai up more than 3%, while Canadian Solar fell nearly 2% [5]

Group 1 - The U.S. stock market opened with all three major indices rising, with the Dow Jones up 0.16%, the Nasdaq up 0.33%, and the S&P 500 up 0.17% [1] - Google's stock increased by nearly 1% as CEO Sundar Pichai expressed hopes to send TPU to space by 2027 [1] - Oracle's stock fell over 3% as multiple banks are negotiating to provide $38 billion in loans to Oracle and data center builder VANTAGE [1] Group 2 - Storage-related stocks saw a collective increase, with SanDisk rising over 4%, Micron Technology up 2.8%, and Western Digital up 2% [1] - The global shortage of storage chips is intensifying, with research institutions predicting a further 50% increase in storage chip prices [1]