厂商产能转向AI 供需失衡刺激存储价格狂飙 "疯狂的存储"上演，全球存储芯片市场正在经历前所未有的价格飙升。据韩国经济日报消息，韩国两大存储巨头三星电子与SK海力士已向客户发出涨价通 知，2026年第一季度服务器DRAM价格将较2025年第四季度上涨60%-70%。 在资本市场，存储板块应声暴涨，交易所数据显示，隔夜美股闪迪单日飙升27.56%，创下十个月来最大涨幅。美光科技涨幅超过10%，再次刷新历史高点。 希捷科技与西部数据分别上涨14%和16%以上。 2025年，美光和闪迪等存储龙头股价已经出现大幅上涨，近一年闪迪最大涨幅超过10倍。 存储芯片价格暴涨的根源在于供需严重失衡，内存制造商将产能重心转向HBM3E生产，这种高端内存专门服务于AI服务器需求。传统服务器DRAM产能因 此受到严重挤压，供应缺口持续扩大。 同时，谷歌、微软等科技巨头正大力发展基于推理的AI服务业务，对服务器通用DRAM需求呈现爆发式增长。博通为客户开发ASIC芯片的同时，也在大量 增加HBM3E订单，进一步加剧了DRAM供应紧张局面。 市场研究机构预测，传统DRAM合约价格环比上涨幅度将达到55%-60%。NAND闪存产品价格同样 ...

| | Wind热门概念指数 | | | | --- | --- | --- | --- | | 半导体设备 | 中芯国际产业链 | 存储器 | 钻矿 | | 3.86% | 3.72% | 3.34% | 3.20% | | CRO 3.15% | 核聚变 3.09% | 光刻机 2.94% | 工业气体 2.92% | | --- | --- | --- | --- | | 未合体材料 2.86% | 大基建央企 2.40% | 锂电电解液 -1.13% | 华鲲振宇 -1.15% | | 加密货币 -1.18% | 金融科技 -1.27% | 炒股软件 -1.28% | 礎化工 -1.31% | | 油气开采 | 高送转 | 医保支付改革 | 稳定币 | | -1.31% | -1.38% | -1.51% | -1.87% | 来看热门板块及异动个股情况—— 存储器概念股盘初大涨 【导读】A股三大指数集体飘红，存储器、电力设备板块走高；超聚变启动上市辅导，东方明 珠大举涨停 中国基金报记者 晨曦 大家好！一起来关注最新的市场行情和资讯～ 1月7日，上证指数早间平开，深证成指、创业板指分别涨0.28%、 ...

朋友们，今天大洋彼岸又传来一个里程碑式的消息。就在昨夜，美股道琼斯指数历史上首次收在了 49000点之上，标普500指数也同步创出历史新高。要知道，这距离上次我们聊到它创新高，才过去没几 天。一边是地缘政治的消息频频占据头条，另一边是美股市场仿佛置身事外，自顾自地向上攀登。我是 帮主郑重，一个看了市场二十年起伏的老兵。今天咱们不单纯羡慕，而是来拆解一下，美股这场在疑虑 中前行的"狂欢"，到底能给我们A股投资者带来哪些实实在在的启示。 我们先看看这轮上涨的核心驱动力是什么。答案很清晰：科技股，特别是与人工智能深度绑定的板块， 重拾了领导力。像美光科技这样的存储芯片巨头，单日涨幅就超过了10%，年初至今已涨了约18%。这 强烈地提醒我们，只要人工智能的产业浪潮没有停歇，围绕其展开的硬件、软件和应用投资，就始终是 市场最核心、最具弹性的发动机。美股如此，A股亦然。我们的市场里，那些真正在AI算力、应用落地 上有硬核实力的公司，其长期逻辑同样坚不可摧。 总而言之，道指站上49000点，既是美国市场的故事，也是一面值得我们观照自身的镜子。它照见的是 对创新的追捧，对未来的乐观，以及在复杂环境中聚焦核心矛盾的定力。A股有 ...

Market Overview - A-shares showed a positive trend with the Shanghai Composite Index up 0.22% to 4092.52, the Shenzhen Component Index up 0.46% to 14086.74, and the ChiNext Index up 0.52% to 3336.66 [1] - Hong Kong stocks experienced a decline, with the Hang Seng Index down 0.71% to 26520.16 and the Hang Seng Tech Index down 1.12% to 5760.21 [2][3] Bond Market - The bond market saw a continuous decline in government bond futures, with the 30-year contract down 0.13%, the 10-year contract down 0.04%, the 5-year contract down 0.04%, and the 2-year contract down 0.02% [3][4] Commodity Market - Domestic commodity futures experienced a broad increase, with coking coal rising over 5%, glass and silver rising over 4%, and other commodities like coke, stainless steel, and aluminum oxide rising over 2% [4][5] Innovation Drug Sector - The innovative drug sector showed active performance, with companies like Bibete reaching a 20% limit up, and others like Chengdu Xian Dao and Yinuo Si rising over 13% [6] - The total value of outbound licensing transactions in China's innovative drug industry is expected to exceed $130 billion by 2025, with 76 new drugs launched, both setting historical highs [6][7] Nickel and Rare Metals Sector - The nickel sector saw significant gains, with companies like Zhongwei Co. rising over 15% and GreenMe approaching a limit up [8][9] - The main nickel contract on the Shanghai Futures Exchange hit a limit up, while LME nickel prices rose over 10%, reaching $18,735 per ton, the highest since June 2024 [9] Storage Chip Sector - The storage chip sector opened strongly, with companies like Purun Co. hitting a 20% limit up and others like Hengsuo Co. and Jiangbolong rising over 10% [11][12] - The surge in the sector was influenced by significant gains in U.S. stocks, with SanDisk up over 27%, Western Digital up over 16%, and Micron Technology up over 10% [12]

（文章来源：每日经济新闻） 每经AI快讯，1月7日，存储芯片板块高开，普冉股份20%涨停，江波龙、香农芯创、德明利、佰维存储 纷纷大幅高开。 ...

Group 1 - The A-share market for storage chip stocks has shown strong performance, with companies like Puran Co. hitting a 20% limit up, and others such as Hengshuo Co. and Jucheng Co. rising over 13% [1] - Notably, companies like Puran Co., Zhaoyi Innovation, Anji Technology, and others have reached historical highs [1] - According to a TrendForce research report, NAND flash memory chip contract prices are expected to increase by 33%-38% in March, while traditional DRAM contract prices are projected to rise by 55%-60%, indicating strong growth momentum in the memory chip market this year [1] Group 2 - The table lists various companies with their stock performance, including Puran Co. with a market cap of 29 billion and a year-to-date increase of 54.24% [2] - Hengshuo Co. has a market cap of 6.592 billion and a year-to-date increase of 44.06% [2] - Jucheng Co. has a market cap of 24.5 billion and a year-to-date increase of 23.43% [2]

Group 1: Interest Rate Adjustments - The three-year fixed deposit product with an interest rate of 2.2% was officially removed on January 5, with all deposit rates decreasing by 20 basis points [1] - Multiple small and medium-sized banks, including Wuding Xingfu Village Bank and Xuwen Rural Commercial Bank, have recently announced adjustments to their deposit rates, indicating a trend of flexible management based on individual bank conditions [1] Group 2: Currency and Asset Trends - The offshore RMB exchange rate against the USD rose again on January 6, remaining above the 7 yuan mark, continuing a trend of appreciation that has lasted nearly nine months [1] - Analysts believe that the strengthening of the RMB is beneficial for foreign capital inflow, improving liquidity and risk appetite in the A-share market, with three asset categories highlighted for investment: aviation, paper manufacturing, and high-growth sectors like computing and electronics [1] Group 3: Company Performance Forecasts - Eleven companies are expected to achieve their highest net profits in the past decade by 2025, with Zijin Mining and Luxshare Precision leading with lower limits of 51 billion yuan and over 16.5 billion yuan, respectively [2] - The performance of the non-ferrous metals sector is expected to be strong due to supply constraints and structural demand growth, with companies like China Uranium Industry also anticipated to reach peak profits [2] Group 4: Lithium Carbonate Price Surge - Lithium carbonate prices have surged significantly, with a 7.74% increase on January 5 and an 8.99% increase on January 6, reaching 137,900 yuan per ton, driven by tightening supply expectations and rising demand [3] - The price increase is linked to uncertainties in lithium supply and growing demand for energy storage, with market analysts suggesting limited downside potential for lithium prices [3] Group 5: Corporate Developments - Yunnan Metallurgical Group is publicly offering a 3.18% stake in Cheng Tai Insurance for a base price of 184 million yuan, marking the third attempt to transfer this stake [6] - Four companies, including Suzhou Shangshun Technology, have initiated listing counseling as of January 6, indicating ongoing activity in the capital markets [6] Group 6: Stock Market Movements - The three major U.S. stock indices closed higher, with the Dow Jones up 0.99%, driven by AI-related demand, while the S&P 500 and Dow reached historical highs [17] - Commodity prices, particularly metals, have seen significant increases, with copper and nickel reaching record highs, reflecting strong market conditions [17]

A股开盘，沪指平开，深证成指高开0.28%，创业板指高开0.36%。盘面上，存储芯片涨价潮持续，闪迪 隔夜暴涨超27%，存储芯片板块高开，普冉股份20cm涨停，江波龙、香农芯创涨超11%；脑机接口、稀 土永磁概念盘初活跃。国际油价大跌，油气股集体低开。 ...

存储芯片板块高开，普冉股份20cm涨停，江波龙、香农芯创、德明利、佰维存储纷纷大幅高开。 ...

行情的催化剂来自黄仁勋在国际消费电子展(CES)上的表态。"对于存储而言，这完全是一个尚未被满足 的市场，"他周一表示，"这是一个前所未有的市场，并很可能成为全球最大的存储市场，本质上将承载 全球AI的工作记忆。" 分析师杰克.西尔弗曼指出，在人工智能训练和推理需求不断增长的背景下，供应紧张和存储芯片价格 飙升正推动数字存储类股走强。黄仁勋在CES的言论"表明，在英伟达的系统中，对NAND存储的需求 将保持强劲"。 存储芯片价格持续攀升。本周早些时候，韩国经济日报报道称，三星电子和SK海力士正寻求在第一季 度将服务器DRAM价格较去年第四季度上调60%至70%。 英伟达首席执行官黄仁勋一席话，再度点燃了存储类股的做多热情。周二，Sandisk Corp.(SNDK.US)股 价飙升28%，创下去年2月以来最佳单日表现。该股在2026年前三个交易日内累计暴涨超过47%，自去 年4月22日触及低点以来，涨幅已高达惊人的1080%。当日，该公司成为标普500指数中表现最佳的成分 股，西部数据(WDC.US)和希捷科技(STX.US)等其他存储公司亦录得两位数涨幅，紧随其后。 美国银行分析师瓦姆西.莫汉在1月4日的一 ...