炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ "我卖了十几年的内存条，都没见过现在这种行情，炒出了当年炒房的感觉。去年上半年1000元的内存 条如今炒到了5000多元，最近还在继续涨。"在深圳华强电子世界，有商铺老板向证券时报记者表示。 自2025年下半年以来，内存市场进入了"超级牛市"的新周期，各类内存条的价格涨幅普遍超过2倍，如 今价格已经超越了2018年的历史高点。 记者了解到，华强北商户出售的大多是面向消费电子市场的DDR4和DDR5内存条，不同品牌、大小和 频率的内存条涨幅各不相同。同样位于赛格电子大厦的李老板向记者表示："哪怕是涨幅最低的内存 条，价格也至少翻倍。这款金士顿的内存条，以前只要300多元，现在要卖到600多元。"目前，华强北 的DDR4和DDR5内存条价格涨幅普遍在1倍到4倍之间，越高端的产品往往价格涨幅越大。 "其实内存的价格也不是一直在涨，涨幅最猛烈的时候是去年的9月到10月，当时各类内存条的价格普遍 上涨约40%，我卖的主要产品平均一天涨价100元。然后内存价格起起落落，每天都在高位波动，差不 多一天一个价格，这几天又在创新高了。"李老板表示。 作为 ...

记者了解到，华强北商户出售的大多是面向消费电子市场的DDR4和DDR5内存条，不同品牌、大小和频率的内存条涨幅 各不相同。同样位于赛格电子大厦的李老板向记者表示："哪怕是涨幅最低的内存条，价格也至少翻倍。这款金士顿的内 存条，以前只要300多元，现在要卖到600多元。"目前，华强北的DDR4和DDR5内存条价格涨幅普遍在1倍到4倍之间，越 高端的产品往往价格涨幅越大。 "其实内存的价格也不是一直在涨，涨幅最猛烈的时候是去年的9月到10月，当时各类内存条的价格普遍上涨约40%，我卖 的主要产品平均一天涨价100元。然后内存价格起起落落，每天都在高位波动，差不多一天一个价格，这几天又在创新高 了。"李老板表示。 "我卖了十几年的内存条，都没见过现在这种行情，炒出了当年炒房的感觉。去年上半年1000元的内存条如今炒到了5000 多元，最近还在继续涨。"在深圳华强电子世界，有商铺老板向证券时报记者表示。自2025年下半年以来，内存市场进入 了"超级牛市"的新周期，各类内存条的价格涨幅普遍超过2倍，如今价格已经超越了2018年的历史高点。 不过对于近期"一盒内存条换上海一套房"的说法，多位华强北老板表示，"这个说法更多 ...

近期，深圳华强北电子市场掀起一轮罕见的价格风暴——固态硬盘（SSD）、DDR4内存条等存储产品 价格在三个月内普遍翻倍，涨幅甚至超越水贝黄金市场，被部分消费者和商户称为"年度最佳理财产 品"。11月6日， 记者前往华强北走访发现，常见的存储产品价格已出现惊人涨幅。在固态硬盘（SSD） 方面，美国品牌闪迪1TB的SSD零售价已达588元，国产金百捷同容量产品也从260多元涨至415元。韩 国品牌三星1TB的SSD更是涨至1020元，2TB版本涨至1450元，而且多个商家表示三星的没有货。业内 人士指出，本轮存储产品涨价并非消费端驱动，而是AI服务器对HBM、DDR5的"吞噬式需求"重构供需 结构。"这种价格异常上涨，存在较大风险。存储价格的上涨态势预计将持续到明年一季度，并在高位 维持一段时间。"（读创） ...

近日,全国多地电子设备经销商称,自9月份以来,内存条、硬盘等存储类产品价格迎来"狂飙式"涨价,各大 品牌电脑厂商也相继涨价。济南的情况如何?此轮价格涨幅会持续多久?对此,记者做了探访。 存储产品价格猛涨 线上线下同步走高 记者管悦济南报道 后续调价仍有空间 随着存储类产品价格持续上涨,戴尔、联想等几大PC厂商已开始上调产品价格。济南一家联想门店工作 人员表示,部分电脑产品已涨价一二百元,到年底,两三千元的笔记本电脑还得涨一百多元。惠普门店工作 人员也表示,产品已普遍上涨一两百元,还将进一步调整。华为、华硕等品牌门店工作人员则表示,现有产 品暂未涨价,后续新生产的产品价格大概率上调。 据TrendForce集邦咨询数据,2025年第三季度,DRAM(动态随机存取存储器)价格较去年同期大幅上涨 171.8%,远超同期国际现货黄金涨幅。 供需结构失衡致涨价 涨势或持续至明年上半年 12月25日,济南市华强电子市场内熙熙攘攘,多家主营电子产品、配件及数码周边的经销商齐聚于此。"从 9月份开始,内存条价格就跟'坐火箭'一样往上涨。"电子设备销售商李先生表示,不同型号产品涨幅差异 明显:畅销的新一代DDR5内存条,此前千 ...

21世纪经济报道记者冉黎黎北京报道2026年将成为"人工智能+"应用落地元年——这是12月29日举行的 赛迪顾问"2026年IT趋势"发布会上给出的研判。 受访赛迪顾问专家指出，此前人工智能虽已有一些比较好的落地，但"人工智能+"行业应用整体还在探 索阶段，而2026年政府及央国企有望在政务、工业、能源等重点领域加快布局AI应用，率先形成一批 高价值、可复制推广的应用场景示范项目。 从算力来看，赛迪顾问电子信息产业研究中心资深分析师张耀嵘在发布会上介绍，近年来，随着大模型 与行业应用深度融合，算力需求呈现指数级增长。预计2026年中国算力总规模将突破1200 EFLOPS，稳 居全球第二。其中，智能算力作为规模增长的核心引擎，贡献率接近90%。 随着"人工智能+"行动深入推进，算力需求将大幅增长。赛迪顾问预计2026年中国算力总规模将突破 1200 EFLOPS，稳居全球第二。其中，智能算力作为规模增长的核心引擎，贡献率接近90%。与此同 时，相关商业模式也正发生转变，无论是人工智能应用还是算力服务，在2026年，商业模式都有望 从"为技术或功能付费"向"为效果付费"转变。 需要注意的是，2025年8月印发的 ...

证券日报网讯 12月17日，万润科技在互动平台回答投资者提问时表示，公司存储产品覆盖消费级、工 业级和企业级领域，包括固态硬盘（SSD）、嵌入式存储（eMMC）等闪存产品和DDR4、DDR5内存条 等内存产品，部分产品已有客户和订单并形成营业收入；企业级PCIe5.0SSDME14000是公司研发及近 期推出的新品，目前正在加快开展推向市场和客户的工作。 （文章来源：证券日报） ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - It is recommended to allocate in a balanced and growth - oriented style, emphasizing technology growth - style funds and also considering large - financial and pro - cyclical assets [1][3][15] 3. Summary According to Relevant Catalogs 3.1 Last Week's Market Review - **A - shares**: A - shares fluctuated last week. The communication, national defense and military industry, and electronics sectors performed well. The Shanghai Composite Index fell 0.34% to 3889.35 points, and the Shenzhen Component Index rose 0.84% to 13258.33 points. The trading volume of the two A - share markets increased by about 1256.4 billion yuan compared with the previous week [6] - **Bond market**: The bond market rose. The CPI in November 2025 rebounded year - on - year to 0.7%, and the PPI fell year - on - year to - 2.2%. The yield of most bonds declined, and the main bond indexes showed a mixed performance [7] - **US stocks and commodities**: US stocks fluctuated. The Dow Jones Industrial Average rose 1.05%, the S&P 500 Index fell 0.63%, and the Nasdaq Index fell 1.62%. Oil prices fell, and gold and silver prices rose [8] 3.2 Last Week's Fund Market Review - **Stock - type funds**: Stock - type funds rose 0.38% overall. Some funds heavily invested in overseas computing power, chip semiconductors and other sectors performed well. Index funds related to communication equipment, artificial intelligence, and semiconductors also had good performance [10] - **Bond - type funds**: Bond - type funds rose 0.07% overall. Partial - debt bond funds and convertible - bond funds with equity assets in electronics, military industry and other sectors performed well [11] - **QDII funds**: The overall performance of QDII equity - hybrid funds declined by 1%, while some funds mainly investing in the global technology field performed well. QDII bond funds fell 0.07% [11] - **Other funds**: The annualized yield of money market funds was 1.21%. Gold ETFs and their linked funds rose 0.8%, and commodity - type funds rose 0.84% [11][12] 3.3 Future Investment Strategy - **Macro aspect**: The Fed cut interest rates by 25BP, and internal differences increased. It was more optimistic about the US economy and inflation, and started technical balance - sheet expansion. It is expected that interest rate cuts will continue in 2026, and US bond yields will first decline and then rise [12] - **Stock market**: The Chinese stock market is expected to enter a cross - year offensive. It is optimistic about technology, brokerage, and consumption sectors. It is recommended to invest in technology growth, large - financial, and pro - cyclical assets [13][15] - **Bond market**: In 2026, credit risk is expected to be generally controllable. It is recommended to focus on short - to - medium - term credit sinking to explore coupon payments and pay attention to trading opportunities of medium - and long - term bonds [13][14][15] - **Fund investment**: For stock - hybrid funds, allocate in a balanced and growth - oriented style, emphasizing technology growth - style funds and considering large - financial and pro - cyclical assets. For bond funds, focus on flexible - operation fixed - income products. For money market funds, there is no trend investment opportunity. For commodity funds, appropriately allocate gold ETFs [15] 3.4 Fund Market Latest Developments - **Regulatory policy**: The regulatory authorities issued a draft for soliciting opinions on standardizing the sales behavior of public - offering funds, including requirements for fund performance display [16][18] - **Industry development**: The public - offering index - enhancement business has developed rapidly. As of December 10, 168 new index - enhancement funds have been established this year, with a total new - issuance scale exceeding 92 billion yuan [19] - **New product issuance**: 23 new funds were established last week, with an average subscription period of about 13 days and an average raised share of 792 million shares [20] - **Fund dividends**: 84 funds will conduct equity registration in the coming days, and the most notable one is Huashang Advantage Industry A, with a dividend of 2.347 yuan per 10 shares [21]

Market Overview - The A-share market saw a collective rise in the three major indices, with the ChiNext Index increasing over 3% and the Growth Enterprise Index rising over 5% [1] - The Shanghai Composite Index closed at 3927.19 points, up 0.62%, while the Shenzhen Component Index rose by 1.55% and the ChiNext Index increased by 3.02% [1] Trading Volume and Stock Performance - The trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, an increase of 297.1 billion yuan compared to the previous trading day [2] - A total of 3549 stocks rose, with 62 hitting the daily limit, while 1692 stocks declined [2] Sector Performance - The technology sector experienced significant gains, particularly in communication equipment, electronic components, computer hardware, and aerospace military industries, with notable increases in CPO, 6G, storage chips, commercial aerospace, and photolithography stocks [2][3] - Conversely, the coal, oil and chemical, and energy equipment sectors faced declines [2][3] Notable Stock Movements - CPO stocks surged, with companies like Zhongji Xuchuang and Xinyi Sheng rising by 8.1% and 9.4% respectively, reaching market capitalizations of 645 billion yuan and 410.5 billion yuan [6][8] - Tianfu Communication recorded a 20% increase, reaching a historical high with a market cap of 185.4 billion yuan [7][8] Commercial Aerospace Sector - The commercial aerospace sector continued to strengthen, with stocks like Tianjian Technology and Aerospace Power hitting the daily limit, while Guanglian Aviation rose over 13% [9] - Recent developments include the launch of the Zhuque-3 rocket, which completed its mission despite a recovery failure, and advancements in reusable rocket technology by Blue Arrow Aerospace [9] Financial Sector Performance - The financial sector, particularly brokerage stocks, saw a significant rise, with firms like Industrial Securities and Ruida Futures hitting the daily limit [10][11] - The China Securities Regulatory Commission announced plans to optimize regulations for quality institutions, which may benefit mid-sized and foreign brokerages [11] Storage Chip Sector - The storage chip sector showed strong performance, with companies like Chengbang Co. and Demingli hitting the daily limit, driven by rising prices of DDR4 memory and SSDs [12][13]

Market Overview - A-shares experienced a significant rally on December 8, with all three major indices rising collectively, the ChiNext Index up over 3%, and the Growth Enterprise Index up over 5% [1] - The Shanghai Composite Index closed at 3927.19 points, up 0.62%, while the Shenzhen Component Index rose by 1.55% and the ChiNext Index increased by 3.02% [1] Trading Volume and Market Sentiment - The trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, an increase of 297.1 billion yuan compared to the previous trading day [3] - A total of 3549 stocks rose, with 62 hitting the daily limit, while 1692 stocks declined [3] Sector Performance - The technology sector saw substantial gains, particularly in communication equipment, electronic components, computer hardware, and aerospace military industries, with significant increases in stocks related to optical modules (CPO), 6G, storage chips, commercial aerospace, and photolithography machines [3] - Conversely, coal, petrochemical, and energy equipment sectors lagged behind, with notable declines [3] Notable Stock Movements - The CPO concept stocks surged, with Zhongji Xuchuang reaching a new high, up 8.1% to 580.53 yuan per share, with a market cap of 645 billion yuan [6] - Tianfu Communication recorded a 20% limit-up, reaching 238.5 yuan per share, also marking a historical high with a market cap of 185.4 billion yuan [8] - New Yisheng rose by 9.4% to 413 yuan per share, with a market cap of 410.5 billion yuan [7] Commercial Aerospace Sector - The commercial aerospace sector continued to strengthen, with stocks like Tianjian Technology, Aerospace Power, and Aerospace Development hitting the daily limit, while Guanglian Aviation rose over 13% [12] - The recent successful launch of the Zhuque-3 rocket and advancements in reusable rocket technology were highlighted as key developments in this sector [14] Financial Sector Performance - The financial sector, particularly brokerage stocks, saw a strong performance with firms like Industrial Securities and Ruida Futures hitting the daily limit [15] - The China Securities Regulatory Commission indicated plans to enhance the regulatory environment for quality institutions, which may positively impact the financial sector [15] Storage Chip Sector - The storage chip sector showed resilience, with stocks like Chengbang Co. and Demingli hitting the daily limit, and Jiangbolong rising over 10% [17] - Recent reports indicated a significant increase in the prices of storage chips, leading to a "hoarding" phenomenon among traders [17]

Market Overview - On December 8, A-shares saw a collective surge, with the ChiNext Index rising over 3% and the Growth Enterprise Index increasing by more than 5% [2] - The Shanghai Composite Index closed at 3927.19 points, up 0.62%, while the Shenzhen Component Index rose by 1.55% [2] Trading Volume and Stock Performance - The trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, an increase of 297.1 billion yuan compared to the previous trading day [3] - A total of 3549 stocks rose, with 62 hitting the daily limit, while 1692 stocks declined [3] Sector Performance - The technology sector experienced significant gains, particularly in communication equipment, electronic components, computer hardware, and aerospace military industries [3] - Notable concept stocks such as optical modules (CPO), 6G, storage chips, commercial aerospace, and photolithography saw substantial increases, while coal, petrochemicals, and energy equipment sectors lagged [3] Key Stock Movements - The CPO concept stocks surged, with companies like Zhongji Xuchuang reaching a historical high with an 8.1% increase, bringing its market value to 645 billion yuan [7] - Tianfu Communication recorded a 20% limit-up, reaching a historical high of 238.5 yuan per share, with a market value of 185.4 billion yuan [11] - Other notable performers included Guanglian Aviation, which rose over 13%, and several aerospace companies that recorded limit-up gains [16] Broker Stocks Rally - Financial stocks, particularly brokerage firms, saw a strong rally, with firms like Industrial Securities and Ruida Futures hitting the daily limit [20] - The China Securities Regulatory Commission indicated plans to accelerate the development of top-tier investment banks and institutions, which may positively impact the brokerage sector [20] Storage Chip Sector - The storage chip sector showed resilience, with stocks like Chengbang Co. and Demingli hitting the daily limit, and Jiangbolong rising over 10% [23] - Recent reports indicated a significant increase in the prices of storage chips, with DDR4 memory and SSDs experiencing notable price hikes, leading to a "hoarding" phenomenon among traders [25]