1月7日，界面新闻从第三方购物平台获悉，海力士和三星的256G DDR5服务器内存一根超过 4万元，有的甚至高达49999元/根。如果按照1盒100根来计算，其价格将近500万元。 有业 内人士形容，其"价值已经超过上海不少房产。" 海力士DDR5服务器内存条 256 大容量存储 高频率6400 256GB 普条 | 6400MHz 总容量 | 外观特征 | 内存频率 ¥49999 只换不修 免费上门退换 已售1000+ 100%好评 年度五星店铺 金颐内存专营店 > 内存条 海力士256G 4800REC 600+人加购 保真正品 可开专票 服务器内存 DDR5 普条 型号 外观特征 ¥49999 据界面新闻， 内存条价格持续暴涨， "1盒内存条价格堪比上海1套房"等相关话题引发大量关注。 300+人浏览 服务器用 三星-正品 1条单条 | 4800MHz 内存数量 | 内存频率 ¥49999 明日达 6期免息 只换不修 已售74件 100%好评 明日达 6期免息 只换不修 已售100+ 100%好评 四福存储专营店 > 内存条 HYTYR三星 (SAMSUN "大型客户认为他们完全可以承受AI基础设施所需 ...

内存条价格持续暴涨。近日，"1盒内存条价格堪比上海1套房"等相关话题引发大量关注。 在购物平台上，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。 PCPartPicker数据显示，DDR4（内存）与DDR5（内存）年内已涨价2—3倍。行业人士表示："内存几乎一天一个价，256G的DDR5服务器内存单条价格已 超4万元。如果一次采购一盒100根就是400万，价值已超过上海不少房产。" 据新京报，自2025年9月开始，存储芯片就已出现涨价趋势。 TrendForce集邦咨询发布的存储现货价格趋势报告指出，自2025年9月初以来，DDR5内存2Gbx8颗粒现货价格大涨307%，DDR4 1Gbx8也有158%的涨幅， 其中DDR4 1Gbx8 3200MT/s在11月12日至11月18日价格涨幅达4.75%。PCPartPicker数据显示，DDR4与DDR5年内已经涨价2-3倍。 值得注意的是，截至2025年12月31日，现货黄金（伦敦金现）全年累计涨幅达67%。 近期黄仁勋在美国拉斯维加斯消费电子展(CES)上的演讲引发了行业对内存价值的高度关注，带动闪迪公司1月7 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 昨日，有媒体引述第三方购物平台获悉，海力士和三星的256G DDR5服务器内存一根超过4万 元，有的甚至高达49999元/根。如果按照1盒100根来计算，其价格将近500万元，这已经超过 上海不少房产。这也正是昨天热文"一盒内存条价格堪比上海一套房"的核心观点。 昨天，半导体行业观察也报道了闪迪从去年四月到现在，股价已经上升十倍。具体参考文章 《闪迪股价，飙升 1080% 》 。 从三星今天发布的数据看来，存储巨头也的确已经数钱数到手软。 该盈利远超市场普遍预期（约 18 万亿韩元），分析师表示，全球人工智能 (AI) 基础设施投资的扩 大推动了存储半导体周期的反弹，这一结果证实了这一点。 根据三星电子1月8日发布的数据，2025年第四季度销售额环比增长8.06%，同比增长22.71%。营业 利润环比增长64.34%，同比增长208.17%。按季度计算，这是自2018年以来的最高水平。 报道进一步指出，存储半导体业务是此次盈利改善的核心。尽管各业务部门的官方业绩尚未公布，但 业内人士和证券界普遍预期，半导体（DS）部门第四季度的销售额约为40万亿韩元，营业利润为 ...

和府捞面回应被指预制：中央厨房统一制作，不属于预制菜 近日，有多位消费者反映"客单价在三四十元的和府捞面，浇头、汤底均是袋装，相当于花高价吃预制面"，并称"在门店能看到 后厨堆满塑料袋"。1月7日，蓝鲸新闻记者联系到和府捞面官方客服热线，工作人员称餐品是由中央厨房制作后，配送到各门 店，不属于预制菜的范围。垂媒数据显示，和府捞面成立于2012年，在营门店583家，人均消费32.97元，超过50%的门店开在 一线及新一线城市。（蓝鲸新闻） 内存条单价逼近5万元，一盒价格堪比上海一套房 字节跳动辟谣"造车传闻" 平台不得大数据"杀熟"，《网络交易平台规则监督管理办法》发布 长安汽车辟谣，否认取消年终奖 雷军官宣：新一代小米SU7预计4月份上市 伯克希尔为新任CEO阿贝尔涨薪至2500万美元，是巴菲特的250倍 雷军首谈米黑KOL事件：攻击、贬低和诅咒用户不能容忍 和府捞面回应被指预制：中央厨房统一制作，不属于预制菜。 整理 ｜晶晶 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 1月7日晚，小米创办人、董事长兼CEO雷军在直播中谈及"团队与相关KOL接触一事"的处罚 ...

Group 1: Memory Prices and Market Impact - The price of memory modules is surging, with some units exceeding 40,000 yuan, and a box of 100 units could cost nearly 500 million yuan, comparable to the price of a house in Shanghai [1][3] - The global demand for AI computing power is causing a severe shortage in memory semiconductors, leading to significant price increases [3] - Companies like Samsung and Hynix have announced price hikes for DRAM products, with increases expected to be between 60% to 70% in Q1 compared to Q4 of the previous year [3] Group 2: Automotive Industry Developments - NIO's CEO Li Bin indicated that rising memory prices are creating cost pressures for the automotive industry, suggesting consumers consider purchasing vehicles sooner [3] - ByteDance has denied rumors about entering the automotive sector, clarifying that there are no plans to manufacture cars [3] - Changan Automobile refuted claims regarding the cancellation of year-end bonuses, asserting that the company is maintaining its incentive plans based on performance [6] Group 3: Corporate Leadership Changes - Berkshire Hathaway has increased the salary of its new CEO Greg Abel to $25 million, which is 250 times higher than Warren Buffett's long-standing salary of $100,000 [9] - Lenovo announced a collaboration with NVIDIA to launch an "AI Cloud Super Factory," aimed at enhancing AI deployment capabilities [7] Group 4: Regulatory Developments - The State Administration for Market Regulation and the National Internet Information Office released the "Regulations on the Supervision of Online Trading Platform Rules," aimed at regulating platform rules and protecting consumer rights [4] - The market regulator has adjusted the certification model for certain products, shifting from self-declaration to third-party certification for 16 types of products, including electric tools and automotive safety components [9] Group 5: Technology and Innovation - Intel is developing a dedicated gaming platform with custom chips to enhance its presence in the portable gaming device market [13] - OpenAI has introduced a new feature for ChatGPT that allows users to analyze medical test results and receive health guidance, marking a significant step into the healthcare sector [17] - Microbotics has successfully completed the world's first "large model autonomous surgery" animal experiment, pushing the boundaries of AI in the medical field [18]

Core Viewpoint - The price of memory modules has surged significantly, with some prices comparable to real estate in Shanghai, driven by a severe supply-demand imbalance in the memory semiconductor market due to increasing global AI computing power demand [1][7]. Group 1: Price Surge - The price of a single 256G DDR5 server memory module from Hynix and Samsung has exceeded 40,000 yuan, with some reaching as high as 49,999 yuan. This translates to nearly 5 million yuan for a box of 100 modules [1]. - In the first quarter of this year, Samsung and Hynix have proposed price increases for DRAM customers, with expected price hikes of 60%-70% compared to the fourth quarter of last year [7]. Group 2: Supply-Demand Dynamics - The memory manufacturers are focusing on producing HBM3E, leading to a backlog in server DRAM production and widening the supply-demand gap [8]. - Companies like Google and Microsoft are expanding their AI service businesses, which is driving up the demand for general-purpose server DRAM [8].

Group 1 - The semiconductor industry chain is experiencing significant growth, with major stocks like North Huachuang, Zhongwei Company, and Tuojing Technology reaching historical highs, and the total market value of these stocks exceeding 100 billion yuan [1][4] - The price of storage chips is rising, with reports indicating that a single 256G DDR5 server memory stick from Hynix and Samsung can exceed 40,000 yuan, with some reaching as high as 49,999 yuan [5] - Huang Renxun's speech at CES 2026 emphasized the long-term demand for storage chips, indicating a shift in AI processing bottlenecks towards context storage, which is expected to drive significant growth in the storage chip market [14] Group 2 - Recent major asset restructuring announcements from companies like SMIC, Zhongwei Company, and Huahong Company have boosted market sentiment [15] - The upcoming IPO of Changxin Technology, which aims to raise 29.5 billion yuan for various technology upgrade projects, is expected to further enhance the domestic storage sector [15]

Core Viewpoint - The price of memory modules, particularly DDR5 server memory, has surged dramatically, with some units priced as high as 49,999 yuan, leading to comparisons with real estate prices in Shanghai [1][6]. Group 1: Price Surge and Market Dynamics - The price of a single 256GB DDR5 server memory module from Hynix and Samsung has exceeded 40,000 yuan, with some reaching nearly 50,000 yuan [1][3]. - If calculated per box of 100 units, the total price approaches 5 million yuan, indicating a significant increase in memory prices [1]. - The global demand for AI computing power has created a severe supply-demand imbalance in the memory semiconductor market, resulting in skyrocketing prices [6]. Group 2: Price Increase Expectations - Samsung and Hynix have announced price increases for DRAM products, with first-quarter quotes expected to rise by 60%-70% compared to the previous quarter [6]. - Industry insiders believe that large clients are willing to accept these price hikes, as they prioritize investments in AI infrastructure over cost concerns [7]. - Market research firm DRAMeXchange has adjusted its forecast for the price increase of server DRAM in the first quarter to between 60% and 65% [7]. Group 3: Supply Constraints - The anticipated price increases are supported by expectations of worsening shortages in server DRAM, as manufacturers focus on producing HBM3E memory [8]. - Companies like Google and Microsoft are expanding their AI service offerings, driving up demand for general-purpose server DRAM [8]. - The increasing orders for HBM3E from companies developing ASICs, such as Broadcom, are further exacerbating the DRAM shortage [8].