Group 1 - The core viewpoint of the article highlights the significant price increase in storage chips driven by the AI boom, with DDR4 16Gb memory prices expected to rise by 1800% and DDR5 16Gb by 500% by 2025 [1] - The price of a single 256G DDR5 server memory module has exceeded 40,000 yuan, indicating a dramatic increase in value that surpasses many properties in Shanghai [1] - The capital market reflects this price surge, with major storage stocks in the US experiencing substantial gains, such as SanDisk rising over 27% and Micron Technology reaching a market cap of over $380 billion [2] Group 2 - Industry experts warn of an unprecedented and severe shortage of memory chips, which will inevitably impact the prices of end products like smartphones [2] - Future projections indicate that the supply shortage of storage chips will persist into 2026 and beyond, benefiting companies like Micron that represent storage IDM manufacturers [2] - The semiconductor equipment market is expected to grow, with domestic companies improving their technology and increasing localization rates, positioning them well for future demand [2]

盘面上，光刻机、稀有金属、可控核聚变、酒店餐饮等板块涨幅居前，油气开采、通信工程、航天装 备、数字货币等板块跌幅居前。 | ▼指 | 代码 | 名称 | . | 张幅% | 规价 | 涨跌 | 北 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 920489 | 佳先股份 | R | 29.00 | 21.35 | 4.80 | 21.34 | | 2 | 300200 | 高盟新材 | | 20.03 | 14.56 | 2.43 | 14.56 | | 3 | 301256 | 华融化学 | R | 20.03 | 17.32 | 68'2 | 17.32 | | 4 | 300346 | 南大光电 | R | 20.00 | 55.19 | 9.20 | 55.19 | | 5 | 688727 | 但坤新材 | ાર | 19.99 | 62.06 | 10.34 | 62.06 | | 6 | 688125 | 安达智能 | K | 18.67 | 168.19 | 26.46 | 168.19 | | 7 | | 688019 安 ...

今日（1月7日），A股继续震荡上扬，上证指数日K线14连阳，并逼近4100点，北证50突破1500点，深 证成指、创业板指等也均创多年新高，成交保持平稳。 2025年，DDR4 16Gb规格内存价格涨幅高达1800%，DDR5 16Gb涨幅高达500%，512Gb NAND闪存涨 幅高达300%。而日前，三星再度表示，内存芯片短缺"前所未有"且"极其严重"，并警告这将对智能手 机等终端产品的价格产生"不可避免"的影响。 此外，随着AI等新兴产业需求的大爆发，全球对半导体设备投资快速增长。国际半导体产业协会 （SEMI）最新数据显示，2025年全球原始设备制造商（OEM）的半导体制造设备总销售额预计达1330 亿美元，同比增长13.7%，创历史新高。预计未来两年将继续增长，2026年和2027年分别达到1450亿美 元和1560亿美元。 弗若斯特沙利文则预计，2028年中国半导体光刻胶市场规模将达到150.3亿元，年复合增长率达18.5%。 招商证券表示，展望2026年—2027年，全球半导体设备市场空间持续增长，国内设备技术水平持续突 破，国产化率迎来1-N阶段大规模提升，伴随下游先进存储持续扩产，卡位良好及 ...

Core Viewpoint - Storage concept stocks continue to show strong performance, with significant price increases in DRAM products indicating a supply shortage and potential for further price hikes in the fourth quarter [1] Group 1: Stock Performance - SanDisk Corp (SNDK.US) rose over 8% - Micron Technology (MU.US) increased by more than 3% - Seagate Technology (STX.US) and Western Digital (WDC.US) both saw nearly 2% gains [1] Group 2: DRAM Pricing - Average spot price for general DRAM (DDR4 8Gb) reached $5.868 in September, marking the highest level of the year - This price represents an increase of nearly five times compared to the low of $1 in the first quarter - Mainstream memory semiconductor DDR5 16Gb average spot price hit $6.927, up over 40% from $4.70 at the beginning of the year - Current prices are approaching the peak levels seen during the semiconductor boom in 2018, which ranged from $7.19 to $8.19 [1] Group 3: Market Forecast - Institutions predict that various DRAM products will continue to see price increases in the fourth quarter due to ongoing supply constraints [1]