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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

52周最高：11.52

52周最低：2.55

股本：120.50万

流通股本：105.00万

量比：- -

换手率：87.04%

股息：- -

股息率：- -

每股收益(TTM):-1.0500

净资产收益率：--

总资产收益率：--

市净率：1.38

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

LPDDR 6时代来临！AI需求太猛，下一代DRAM将比预期更快进入市场

华尔街见闻

OpenClaw引爆“廉价主机需求”，这家英国电脑制造商股价三天几乎翻倍

华尔街见闻

群联CEO潘健成：DRAM和NAND存储芯片短缺恐持续至2030年

澜起科技：DRAM内存模组属于服务器主内存，与HBM的应用场景不同

Omdia：预计2026年存储供应短缺进一步加剧 DRAM及NAND价格继续走高

DRAM缺口大到补不完！华邦电子：Q2再涨100% 明年产能已售罄

DRAM现货价狂飙600%：存储厂商股价冲顶，手机与PC巨头股价遭重创

华尔街见闻

北京君正：DRAM涨价较多

DRAM涨价压顶，索尼利润仍大增22%，上调全年指引

华尔街见闻

32GB内存售价仅有市场三分之一！曝国产DRAM巨头低价抢市

港股异动 | 兆易创新(03986)涨超5% 高盛大幅上调一季度DRAM价格涨幅预测

TrendForce集邦咨询：预计2026年第一季PC DRAM价格将季增100%以上

存储芯片只是错杀？DRAM涨价预期再次暴力上调

华尔街见闻

“订单排期到了明年” 存储超级周期下的众生相：谁在兑现谁在挣扎

东方财富网

“产线机器已开足马力，订单排到明年，连客户电话都不敢接了，怕得罪人”存储超级周期下的众生相

Yole：为何在AI时代，DRAM价格仍在持续上涨？

王者归来！三星电子Q4营收93.8万亿韩元创纪录，存储业务营业利润暴增465%，重夺DRAM市场榜首

华尔街见闻

DRAM价格狂飙之际，“果链预言帝”郭明𫓹高呼iPhone 18不会涨价：苹果欲以利润换份额

北京君正：公司对部分DRAM产品进行了提前备货

美股：2026年存储芯片的机会来了吗？

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6时代来临！AI需求太猛，下一代DRAM将比预期更快进入市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2612226538","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612226538?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 18:12","pubTimestamp":1771582343,"startTime":"0","endTime":"0","summary":"LPDDR6性能较前代提升1.5倍，最快下半年正式商用，英伟达、三星及高通等巨头正积极布局。目前多数HPC半导体设计企业考虑并行搭载LPDDR5X及LPDDR6 IP，特别是在4纳米及以下先进制程芯片的设计中，需求出现得比预期更快。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765901","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765901","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAM"],"gpt_icon":0},{"id":"2612476892","title":"OpenClaw引爆“廉价主机需求”，这家英国电脑制造商股价三天几乎翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2612476892","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612476892?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 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14:44","pubTimestamp":1771397067,"startTime":"0","endTime":"0","summary":"IT之家 2 月 18 日消息，群联电子首席执行官潘健成警告称，DRAM 内存和 NAND 闪存短缺问题的严重程度远超市场预期，且因结构性转变持续至 2030 年以后。潘健成预测，从 2025 年底到 2026 年，许多公司将因无法确保足够的内存供应，而被迫停产或退出产品线。潘健成强调，由于 AI 对 DRAM 的巨大需求，许多消费细分市场将被破坏甚至彻底摧毁，行业正进入一个充满不确定性的深度调整期。","market":"us","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://tech.ifeng.com/c/8qqT2KEL7qj","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":"fenghuang_stock","symbols":["DRAM"],"gpt_icon":0},{"id":"2611157408","title":"澜起科技：DRAM内存模组属于服务器主内存，与HBM的应用场景不同","url":"https://stock-news.laohu8.com/highlight/detail?id=2611157408","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611157408?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 21:10","pubTimestamp":1770988205,"startTime":"0","endTime":"0","summary":"证券日报网讯2月13日，澜起科技在互动平台回答投资者提问时表示，DRAM内存模组（如RDIMM和MRDIMM）属于服务器主内存，与HBM的应用场景不同，分别有相对独立的市场空间，二者都将受益于AI产业的发展，并非竞争或替代关系。公司经营情况正常。","market":"sh","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":"http://finance.eastmoney.com/a/202602133650635067.html","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":"stock_eastmoney","symbols":["BK0214","LU2476274308.USD","DRAM","LU1997244956.HKD","LU2476274720.SGD","LU2778985437.USD","LU2039709279.SGD","LU0456842615.SGD","91210","LU2289578879.USD","LU1997245094.SGD","LU1997245177.USD","06809","688008","LU2495084118.USD"],"gpt_icon":0},{"id":"2611182353","title":"Omdia：预计2026年存储供应短缺进一步加剧 DRAM及NAND价格继续走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2611182353","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611182353?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 13:46","pubTimestamp":1770961588,"startTime":"0","endTime":"0","summary":"预计2025年出货量将同比增长超过50%，2026年增速将持续提升。并且随着DRAM产量增长持续落后于需求，2026年供应短缺将进一步加深。NAND市场也面临供应紧张加剧，价格逐步走高的局面。模组价格涨幅持续跑赢NAND供应商报价，近期成交同样呈现类似的季度涨幅，进一步印证供应紧张与价格上涨趋势。相较之下，Omdia预计2026年PC与智能手机整机出货预测将下降。NOR市场长期收入预测预计NOR flash市场将在2026年稳步恢复至35.4亿美元，而非快速反弹。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1405071.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["DRAM"],"gpt_icon":0},{"id":"2610609025","title":"DRAM缺口大到补不完！华邦电子：Q2再涨100% 明年产能已售罄","url":"https://stock-news.laohu8.com/highlight/detail?id=2610609025","media":"快科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610609025?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 10:40","pubTimestamp":1770777628,"startTime":"0","endTime":"0","summary":"快科技2月11日消息，中国台湾存储芯片厂商华邦电子日前召开法人说明会，总经理陈沛铭直言，DRAM供应吃紧情况短期难解，尤其DDR4缺口“大到不知道怎么补起来”。数据方面，华邦电子2025年全年合并营收新台币894.06亿元，同比增长9.55%；全年营业毛利率为35%，获利为新台币31.77亿元，较2024年暴增近3.5倍。陈沛铭指出，本季DRAM报价涨幅约9成至95%，下季仍将维持相近幅度，显示需求远远超过供应。","market":"us","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://tech.ifeng.com/c/8qeYo3rprml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DRAM"],"gpt_icon":0},{"id":"2610157816","title":"DRAM现货价狂飙600%：存储厂商股价冲顶，手机与PC巨头股价遭重创","url":"https://stock-news.laohu8.com/highlight/detail?id=2610157816","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610157816?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 13:55","pubTimestamp":1770702924,"startTime":"0","endTime":"0","summary":"DRAM短缺与价格的持续攀升使得存储厂商股价冲高。但由于存储芯片短缺限制产量和产品价格上涨侵蚀利润等问题，导致消费电子与手机、PC产业链公司股价承压。分析师认为内存供给紧张时长或超预期，资金正在围绕成本传导能力与供给保障能力重新定价。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765376","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765376","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":null,"symbols":["PC","DRAM","BK4209"],"gpt_icon":0},{"id":"2610692026","title":"北京君正：DRAM涨价较多","url":"https://stock-news.laohu8.com/highlight/detail?id=2610692026","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610692026?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 12:39","pubTimestamp":1770698351,"startTime":"0","endTime":"0","summary":"证券之星消息，北京君正(300223)02月10日在投资者关系平台上答复投资者关心的问题。投资者提问：您好，车载存储芯片一季度环比去年四季度价格上涨百分之七十是真吗？公司一季度是否全面提价，新制程存储产品是否全面放量？一季度业绩同比环比是否大幅提升？谢谢。北京君正回复：您好！公司存储芯片不同客户和产品涨价幅度不一样，DRAM涨价较多，具体收入情况请关注公司后续定期报告，预计今年会有较好的增长。谢谢！为证券之星据公开信息整理，由AI算法生成(网信算备310104345710301240019号)，不构成投资建议。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202602/10/20260210973664.png","type":0,"news_type":0,"thumbnails":[" 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14:03","pubTimestamp":1770271414,"startTime":"0","endTime":"0","summary":"索尼季度营业利润大增22%至5150亿日元，因影像与音乐业务强劲反弹，公司随之调高全年利润预期至1.54万亿日元。但受DRAM芯片价格飙升及供应链成本上涨影响，核心游戏硬件业务承压，导致股价在财报发布后震荡走低。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765039","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765039","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","BK4604","LU0154236417.USD","BK4554","BK4585","BK4577","SONY","DRAM","BK4078","BK4571"],"gpt_icon":0},{"id":"2608339419","title":"32GB内存售价仅有市场三分之一！曝国产DRAM巨头低价抢市","url":"https://stock-news.laohu8.com/highlight/detail?id=2608339419","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608339419?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 12:07","pubTimestamp":1770178072,"startTime":"0","endTime":"0","summary":"快科技2月4日消息，在全球内存价格持续飙升的当下，中国DRAM巨头长鑫存储的一则低价策略消息，让本就躁动的存储器市场陷入多空激烈交战。据报道，长鑫存储针对32GB DDR4-3200 ECC内存模组推出138美元的“破盘价”，该价格仅为当前国际市场300~400美元行情的三分之一左右，瞬间引发全球市场震动。其中，DRAM双雄华邦电、南亚科首当其冲，当日分别暴跌9.05%和5.61%。","market":"us","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://tech.ifeng.com/c/8qT2s65KFFK","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DRAM"],"gpt_icon":0},{"id":"2608812498","title":"港股异动 | 兆易创新(03986)涨超5% 高盛大幅上调一季度DRAM价格涨幅预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2608812498","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608812498?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 09:34","pubTimestamp":1770082446,"startTime":"0","endTime":"0","summary":"消息面上，受海外流动性收紧预期及DRAM现货价格数月来首次下跌的影响，韩国存储巨头股价周一大跌。不过，高盛在最新发布的报告中指出，尽管现货市场出现波动，但DRAM的合约价格不仅未跌，反而迎来了更猛烈的上涨预期。高盛分析师Giuni Lee团队指出，2026年第一季度主要应用领域的DRAM定价预测均已大幅上调。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"32e30888572d5614fc7b759c22b89fdc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400850.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SGXZ49509284.SGD","LU2328871848.SGD","VT","LU2213484517.USD","BK1163","LU0314109678.HKD","BK4585","LU1969619763.USD","BK0132","LU1813983027.USD","03986","LU1328277881.USD","BK0102","BK0125","BK4588","BK0214","SGXZ81163826.USD","DRAM","603986","LU2039709279.SGD"],"gpt_icon":0},{"id":"2608989879","title":"TrendForce集邦咨询：预计2026年第一季PC 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DRAM价格将季增100%以上，涨幅达历史新高。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250110/YWU1MjY3ODMwOTg1Nzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YWU1MjY3ODMwOTg1Nzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974406","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":null,"symbols":["DRAM","BK4209","PC"],"gpt_icon":0},{"id":"2608286532","title":"存储芯片只是错杀？DRAM涨价预期再次暴力上调","url":"https://stock-news.laohu8.com/highlight/detail?id=2608286532","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608286532?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 19:48","pubTimestamp":1770032933,"startTime":"0","endTime":"0","summary":"高盛认为，周一市场下跌是对基本面的误读：现货价格与期货（合约）价格之间存在巨大价差，目前高价现货市场呈现“有价无市”的状态，而真正决定企业盈利的合约市场仍处于强势上涨通道。TrendForce已将2026年一季度PC DRAM合约价格预测上调至环比增长105-110%，这一数据远高于高盛此前预估的80-90%，暗示市场存在进一步的上行空间。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764757","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764757","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAM"],"gpt_icon":0},{"id":"2608627003","title":"“订单排期到了明年” 存储超级周期下的众生相：谁在兑现 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18不会涨价：苹果欲以利润换份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2606876583","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606876583?lang=zh_cn&edition=fundamental","pubTime":"2026-01-28 10:46","pubTimestamp":1769568397,"startTime":"0","endTime":"0","summary":"不过，一位广受投资者关注的苹果产业链分析师认为，苹果管理层计划避免对其即将推出的iPhone 18系列产品提价。郭明补充表示，截至目前，苹果计划在今年秋季发布iPhone 18系列消费电子产品时尽可能避免任何程度提价。传闻三星与SK海力士一季度向苹果供DRAM价格较上季度翻倍1月27日，有韩国媒体报道称，三星电子在与苹果的谈判中提出一季度LPDDR芯片价格上涨超过80%，而SK海力士的涨幅约为100%。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1398372.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["DRAM"],"gpt_icon":0},{"id":"2606646295","title":"北京君正：公司对部分DRAM产品进行了提前备货","url":"https://stock-news.laohu8.com/highlight/detail?id=2606646295","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606646295?lang=zh_cn&edition=fundamental","pubTime":"2026-01-26 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