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达泰莱

3.03

-0.0100-0.33%

成交量：91.39万

成交额：276.90万

市值：365.11万

市盈率：-2.89

高：3.26

开：3.04

低：2.98

收：3.04

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新闻

研报掘金丨天风证券：维持江波龙“买入”评级，预计25年业绩逐季度改善

东方证券-电子行业：需求端迭代滞后于原厂产能收缩，利基DRAM行情景气度有望持续-250717

阿斯麦（ASML）总裁兼首席执行官傅恪礼表示“我们看到光刻机投资在晶圆厂总体投资中所占的比重持续保持强劲尤其是在DRAM

【产业信息速递】DRAM，大洗牌

北京半导体行业...

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20:12","pubTimestamp":1752754320,"startTime":"0","endTime":"0","summary":"我们发现，市场对于利基DRAM供需格局存在一定的认识误区，认为利基DRAM仅为存量市场，供不应求的市场局面仅短期存在，所带来的行情景气度持续性较差。根据弗洛斯特沙利文数据，利基DRAM市场规模将从2024年的85亿美元增长到2026年的122亿美元。　　三季度DDR4合约价继续看涨，现货价目前高位横盘。美光预计，由于停产，LPDDR4的短缺情况也可能加剧。随着LPDDR4原厂停产逐步进行和消费电子等市场的需求延续，供应短缺可能持续催化LPDDR4的价格上涨。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-07-17/doc-inffuzvm7193209.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["600958","BK1147","BK0012","BK0183","BK0028","03958","BK0276","DRAM","BK1564","BK0188"],"gpt_icon":0},{"id":"2551117218","title":"阿斯麦（ASML）总裁兼首席执行官傅恪礼表示“我们看到光刻机投资在晶圆厂总体投资中所占的比重持续保持强劲尤其是在DRAM","url":"https://stock-news.laohu8.com/highlight/detail?id=2551117218","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551117218?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 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