近日，存储芯片价格持续上涨引发市场关注，"一盒内存条堪比上海一套房"的话题更是登上热搜，引发网友热议。1月7日，扬子晚报/紫牛新闻记者从多 位业内人士处了解到，自2025年9月开始，存储芯片就已出现涨价趋势，此番波动的原因可能是AI产业爆发式增长引发的供需调整。针对普通消费市场， 业内人士建议，消费者无需恐慌或者进行囤货，按需购买即可。 | | × | | --- | --- | | 256G RECC | | | DDR5 4800 | | | 服务器内存条 | | | 原厂保真正品 | | | 专业对接政企采购 | | | 可开专禀详询客服 | | 据近日智通财经报道，第三方购物平台上，海力士和三星的256G DDR5服务器内存单根价格已超4万元，部分甚至高达49999元/根。如果按照1盒100根来 计算，总价格将近500万元，有业内人士形容称"价值已经超过上海不少房产"。 扬子晚报/紫牛新闻记者了解到，不仅是服务器内存条，存储卡、普通内存条价格也出现明显上涨。社交媒体平台上，不少网友近期发帖吐槽"存储卡价格 突然变贵""内存条价格涨得比黄金还快"，有消费者反映："三个月前花180元买的相机存储卡，现在想 ...

将时针拨回2025年下半年，全球半导体存储行业经历了一场近乎疯狂的"过山车"。 受上游晶圆厂减产效应的滞后释放，叠加AI算力爆发对HBM（高带宽内存）产能的挤占，常规存储现货市场迎来了一轮史诗级的涨价潮。短短数月内，晶 圆价格飙升数倍，供应链的节奏从上半年的"去库存"，瞬间切换至"抢产能"的模式。 对于大多数消费级存储品牌而言，这是一个令人窒息的时刻：成本红线面前，利润空间被极度压缩。在这一轮周期中，行业的集体本能是"保生存、砍预 算、收缩战线"，试图通过涨价将成本压力简单地传导给下游，在这场存量博弈中苟住。 然而，就在这股寒流尚未散去的2026年开年，CES（国际消费类电子产品展览会）开展前夕的拉斯维加斯，聚光灯却打在了一个看似"反常识"的组合上： 品牌成立30周年的雷克沙（Lexar）宣布了一项大手笔的战略动作——正式成为阿根廷国家队的全球首席合作伙伴，"中国存储品牌"与"世界冠军球队"的名 字并列出现在大屏幕上。 此时重金押注阿根廷队，也是以攻为守。 目前，存储行业正处于涨价缺货的上升周期，因此造就了大多数企业忙于抢占产能、通过跟风涨价获取短期利润的现状。但如果将时间轴拉长，不难发现消 费级存储市场其实 ...

来，咱们打个赌，你猜去年涨得最凶的美股是哪家？不是英伟达，不是特斯拉，也不是那些天天上热搜的AI公司—— 答案是闪迪 。就是大家可 能都用过的那个U盘、存储卡品牌，2025年股价涨了559%，成了标普500指数里的股王。 我当时第一反应是：又错过了一个亿！这到底是什么神仙走势啊？要知道，大家天天盯着的英伟达去年涨幅也就170%左右。 ▲ 戳蓝 色字关注我们！ "在商业世界里，看清趋势比追赶潮流更重要，那些支撑潮流的基础设施，往往藏着最确定的机会。——彼得·德鲁克" 什么意思？ 训练就是教AI学习，推理就是让AI干活。 推理场景下，你得实时调用海量数据，存储的读写速度直接决定AI能不能快速响应。 再给你们讲个更扎心的：前段时间一个做AI数据中心的朋友跟我吐槽，他们花大价钱买了一堆GPU服务器，结果发现企业级SSD供不应求，交付 周期从过去的几周延长到现在的几个月。 更夸张的是，前十大涨幅股票里，存储企业直接包揽了前四名—— 闪迪第一，西部数据第二，美光第三，希捷第四。 这是什么概念？就是说你 去年2月份如果买了1万块钱闪迪，现在账户上躺着将近7万。 要知道！凡是出现这种集体暴涨的行业，一定不是偶然，背后肯定藏着 ...

软件领域，帕兰蒂尔（Palantir）无疑是 2025 年的全场焦点。该股年末收于 180 美元，全年涨幅 135%，而其 2024 年涨幅已高达 340%。2025 年前 9 个月，帕兰蒂尔营收大增 50%，增速近乎是 2024 年同期的两倍。帕兰蒂尔长期深耕政府业务，该板块营收持续暴涨，企业端业务同样高歌猛进，这一成 绩至少部分归功于人工智能技术的落地。帕兰蒂尔的亮眼表现，与赛富时（Salesforce）、ServiceNow 等企业级软件巨头形成鲜明反差 —— 市场担忧新兴人工智能服务会冲击其核心业务，上述两家公司 2025 年股价跌幅均在 20% 至 30% 之间。 其余科技股 2025 年表现如下（数据来源：Koyfin 金融数据分析平台）。值得关注的是，一众科技股年 内市值跌宕起伏，脸书母公司元宇宙（Meta）与谷歌的走势反差尤为显著 —— 投资者对 Meta 的热情 消退，转而追捧谷歌，二者全年表现位次互换。这也警示我们，预判 2026 年的大牛股，风险极高。 2025 年主要科技股涨跌幅一览 2025 年若重仓闪迪（SanDisk），那可真是赚得盆满钵满。这家以存储卡和 U 盘产品深入人心的企 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的传统DRAM/NAND产品有哪些？ （记者 胡玲） 朗科科技（300042.SZ）12月31日在投资者互动平台表示，公司传统的NAND产品包括固态硬盘、移动 固态硬盘、闪存盘、存储卡等，DRAM产品主要是个人计算机（PC）使用的内存产品，包括DDR3、 DDR4、DDR5等。 ...

文 | 新质动能，作者 | 沛林，编辑 | 沐风 谁能想到，在海归博士遍地的芯片圈，带头杀进全球前列的，竟然是一个只有高中学历的江西穷小子。 这个叫蔡华波的男人，带着他的双胞胎姐姐，从深圳华强北几平米的小柜台起步，硬生生干出了一家市 值超1000亿的芯片帝国——江波龙（Longsys）。2025年，公司启动港股IPO冲刺，试图构建"A+H"双资 本平台。 而在2025年第三季度，江波龙交出了一份炸裂财报：公司营收增长超过50%，单季度利润激增近20倍。 存储芯片被全球60多个国家疯抢，单季营收比寒武纪、海光信息等千亿龙头加起来还要多。 现在，江波龙不仅是中国存储芯片领域的老大，更是在国际赛道上硬刚三星、海力士等巨头，稳坐全球 独立存储器市场的前列。那么，一个草根创业者究竟是如何打破国际大牌封锁的呢？ 从华强北"倒爷"到代工厂 故事的起点在"电子产业宇宙中心"——深圳华强北。 1996年，江西九江少年蔡华波高中毕业。他没有继续求学，而是拎着行囊南下深圳，闯入了人潮汹涌的 华强北。那时候的华强北，是无数人梦开始的地方，也是"倒爷"们的江湖。 蔡华波在柜台里接触电阻、电容，学着分辨各种电子元器件。三年后，在二哥的鼓 ...

Group 1: Major Corporate Developments - WeChat's installation package has increased several hundred times over the past decade due to the addition of more features, but the company assures that it will not continue to grow indefinitely and is working on optimizations [2] - Meta announced the acquisition of Manus for a deal worth up to several billion dollars, with Manus continuing operations in Singapore and its CEO becoming Meta's VP [3] - JD.com and Yushutech launched their first offline store in Beijing, marking a significant step in their partnership and the company's investment in the smart robotics sector [3] Group 2: Industry News and Trends - Tencent's AI Lab deputy director, Yu Dong, has left the company for personal development reasons, marking a notable change in the AI division [5] - Fire Mountain Engine has become the exclusive AI cloud partner for the 2026 Spring Festival Gala, indicating a growing trend of AI integration in major events [7] - Waymo has been spotted testing its autonomous taxis in London, although the vehicle was not operating in autonomous mode during the observation [8] Group 3: Market Movements and Financial Updates - Zhihui plans to globally issue 37,419,500 H-shares at a price of HKD 116.20 per share, with trading expected to begin on January 8, 2026 [13] - The price of certain storage cards will be increased starting January 5, 2026, due to rising costs from global supply chain issues [12]

Core Viewpoint - The article highlights the growing concern over data privacy in the context of electronic product recycling, emphasizing that conventional deletion methods do not effectively erase personal information, leading to potential privacy breaches. Group 1: Data Recovery and Deletion Methods - Traditional deletion methods, such as using built-in system functions, are shown to be ineffective as data can still be recovered using specialized software [3][5] - A demonstration revealed that even after using a phone's deletion program, deleted images could still be retrieved, indicating that standard deletion practices do not guarantee data security [5] Group 2: Consumer Concerns and Market Impact - During the "14th Five-Year Plan" period, it is estimated that 6 billion idle mobile phones exist in China, with only 10% entering the second-hand market due to consumer fears of incomplete data deletion and privacy risks [7] - The new national standard aims to address these consumer concerns by mandating that manufacturers provide effective data deletion features [9] Group 3: New National Standards - The recently published national standard, effective from January 1, 2027, requires uniform data deletion processes for devices like phones, computers, and hard drives to prevent unauthorized data recovery [7][9] - The standard specifies that all user data, including texts, images, videos, and sensitive information, must be thoroughly erased before resale [9] Group 4: Responsibilities of Manufacturers and Recyclers - Manufacturers are required to implement built-in data deletion tools and provide free services or third-party options for consumers [9] - Recyclers must ensure that all second-hand electronic products undergo proper data deletion, with detailed records of the deletion process maintained for at least three years [11]

Core Viewpoint - The company, Demingli, is experiencing fluctuations in stock performance and is focusing on expanding its product offerings in the AI PC and storage chip markets, benefiting from the depreciation of the RMB and its recognition as a "specialized and innovative" enterprise. Group 1: Company Overview - Demingli specializes in the design and development of flash memory controller chips and storage module products, focusing on mobile storage markets with products including storage cards, disks, and solid-state drives [2][7]. - The company was established on November 20, 2008, and went public on July 1, 2022, with its main business revenue composition being embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), and memory modules (8.22%) [7]. Group 2: Recent Developments - On June 28, 2024, Demingli launched a new series of DDR5 SO-DIMM and U-DIMM memory modules for AI PCs, featuring a single module capacity of up to 48GB and a theoretical bandwidth of 32GB/s, aimed at providing efficient and stable storage solutions for complex computing challenges [2]. - The company has also introduced VCSEL optical chips, which are primarily used in 5G mobile communications, ultra-high-speed optical networks, and AI applications [2]. Group 3: Financial Performance - As of November 28, 2025, Demingli reported an overseas revenue share of 69.74%, benefiting from the depreciation of the RMB [3]. - For the period from January to September 2025, the company achieved a revenue of 6.659 billion yuan, representing a year-on-year growth of 85.13%, while the net profit attributable to shareholders was a loss of 27.07 million yuan, a decrease of 106.42% year-on-year [8]. Group 4: Market Position and Shareholder Information - Demingli has been recognized as a "specialized and innovative" enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and high market share [2]. - As of November 28, 2025, the number of shareholders increased to 53,900, with an average of 2,984 circulating shares per person, a decrease of 3.78% from the previous period [8].

Core Viewpoint - The company, Demingli, is focused on the design and development of flash memory control chips and storage module products, with a significant emphasis on the mobile storage market. The company has recently launched new memory modules targeting AI PCs, which are expected to enhance its market position in the growing AI sector [2][3]. Company Overview - Demingli Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 20, 2008. It was listed on July 1, 2022. The company's main business includes the design and development of flash memory control chips, application solutions for storage modules, and sales of storage module products [7]. - The revenue composition of Demingli's main business includes embedded storage products (41.37%), solid-state drives (37.34%), mobile storage products (13.06%), and memory modules (8.22%) [7]. Recent Developments - On June 28, 2024, Demingli launched a new series of DDR5 SO-DIMM and U-DIMM memory modules for AI PCs, with a single module capacity of up to 48GB and a theoretical bandwidth of 32GB/s, compatible with mainstream CPU platforms and operating systems [2]. - The company has VCSEL optical chip products primarily used in 5G mobile communications, ultra-high-speed optical networks, and AI applications [2]. Financial Performance - As of November 28, 2025, Demingli reported a revenue of 6.659 billion yuan, representing a year-on-year growth of 85.13%. However, the net profit attributable to the parent company was a loss of 27.07 million yuan, a decrease of 106.42% compared to the previous year [8]. - The company's overseas revenue accounted for 69.74% of total revenue, benefiting from the depreciation of the RMB [3]. Market Position - Demingli has been recognized as a "specialized and innovative" small giant enterprise, which is a prestigious title in China for companies that excel in niche markets, possess strong innovation capabilities, and maintain high market share [2]. - The company is part of various industry sectors, including electronic semiconductors and digital chip design, and is associated with concepts such as storage, integrated circuits, and AI PC [7].