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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

TrendForce：一季度预估整体一般型DRAM合约价将环比增长55-60%

刚刚，暴涨超1600点！全线大涨，席卷亚太！

DRAM价格，还要涨！

智通财经网

美国ITC正式对DRAM设备及其下游产品和组件启动337调查

PC内存短缺加剧：厂商争抢DRAM资源，价格飙升或致产品延期

中关村在线

SK海力士M15X厂，明年5月开始运营

半导体产业纵横

DRAM暴涨60%，三星创历史新高

Ai&芯片那点事儿

消息称华硕明年进军DRAM制造领域，应对内存短缺潮

存储涨价潮持续，自主扩产还是寻求代工？

21世纪经济报道

DRAM与NAND闪存现货价格持续上涨金士顿大幅调价

DRAM供不应求传美光找上力积电代工

力积存储再度递表冲击港股IPO：近年累亏超5亿元，利基DRAM布局下仍面临多重挑战

一周动态 |DRAM将缺货到2028年、昂瑞微科创板上市、ASML最新光刻机将量产...

微电子制造

AI狂热挤压供应链，2026年智能手机或面临量跌价升局面

华尔街见闻

业者认为DRAM涨价对PC品牌整机影响有限

人工智能热潮引发芯片短缺，或致智能手机涨价

环球市场播报

苹果DRAM长期订单协议将到期，三星、SK海力士被曝明年1月起涨价

Ai&芯片那点事儿

DRAM严重短缺：苹果告急，戴尔大幅涨价

半导体行业观察

苹果 DRAM 长期订单协议即将到期：三星、SK 海力士被曝 2026 年 1 月起涨价，iPhone、MacBook 等产品线恐受冲击

DRAM，备受追捧

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19:49","pubTimestamp":1767613743,"startTime":"0","endTime":"0","summary":"金吾财讯 | TrendForce最新调查显示，2026年第一季由于DRAM原厂大规模转移先进制程、新产能至服务器、HBM应用，以满足AI服务器需求，导致其他市场供给严重紧缩，预估整体一般型DRAM合约价将环比增长55-60%。NAND Flash则因原厂控管产能，和服务器强劲拉货排挤其他应用，预计各类产品合约价持续上涨33-38%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/NTkwMTRiMmRhYjljZTk4MGRjMGViZTQ1NDI1NzQxMTc4OQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NTkwMTRiMmRhYjljZTk4MGRjMGViZTQ1NDI1NzQxMTc4OQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1c42adf4397258004b02bb04aa12edbe","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295947","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2601006437","title":"刚刚，暴涨超1600点！全线大涨，席卷亚太！","url":"https://stock-news.laohu8.com/highlight/detail?id=2601006437","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2601006437?lang=zh_cn&edition=fundamental","pubTime":"2026-01-05 15:39","pubTimestamp":1767598740,"startTime":"0","endTime":"0","summary":"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！　　亚太市场，集体沸腾！　　今日，亚太市场全线大涨，A股三大指数集体走高，截至下午收盘，沪指涨1.38%重回4000点，深成指涨2.24%，创业板涨2.85%。个股涨多跌少，沪深京三市超4100股飘红。　　MSCI亚太地区（除日本）股指升至纪录高位，上涨超1%。日本、韩国股市大幅上涨，日经225指数盘中一度大涨超1600点；韩国综合指数大涨超3%，韩美半导体涨超15%，三星电子涨超7%。","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://finance.sina.com.cn/roll/2026-01-05/doc-inhffwpq6785824.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["159982","LU0053671581.USD","SSD","BK4585","BK4086","LU1815336091.USD","SOXX","BK4588","LU0757428866.USD","DRAM","SMH","LU0274383776.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2600906260","title":"DRAM价格，还要涨！","url":"https://stock-news.laohu8.com/highlight/detail?id=2600906260","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2600906260?lang=zh_cn&edition=fundamental","pubTime":"2026-01-03 15:02","pubTimestamp":1767423756,"startTime":"0","endTime":"0","summary":"行业预估数据显示，由于云服务提供商(CSP)在人工智能基础设施领域的投入持续高企，动态随机存取存储器(DRAM)与闪存(NAND flash)的供应增长始终无法跟上需求扩张的步伐。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20260103/20260103150451_34741.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260103/20260103150451_34741.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1388288.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":"highlight_zhitongcaijin","symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2595671796","title":"美国ITC正式对DRAM设备及其下游产品和组件启动337调查","url":"https://stock-news.laohu8.com/highlight/detail?id=2595671796","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2595671796?lang=zh_cn&edition=fundamental","pubTime":"2025-12-30 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California为列名被告。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295812","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2594223256","title":"PC内存短缺加剧：厂商争抢DRAM资源，价格飙升或致产品延期","url":"https://stock-news.laohu8.com/highlight/detail?id=2594223256","media":"中关村在线","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2594223256?lang=zh_cn&edition=fundamental","pubTime":"2025-12-27 18:21","pubTimestamp":1766830874,"startTime":"0","endTime":"0","summary":"由于DRAM产能持续紧张，包括华硕、惠普、戴尔在内的主要厂商在内存配额分配上接连受阻。为应对这一局面，多家企业开始跳过传统中间渠道，直接与三星、SK海力士、美光等核心存储供应商接洽，试图通过签订长期供货协议来锁定部分DRAM资源。这一趋势已对PC产业链造成广泛冲击。然而此举存在明显弊端：一方面会抑制市场消费意愿，另一方面，若要覆盖当前高昂的DRAM采购成本，涨价幅度必须相当可观，进一步削弱产品竞争力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251228103048a6d7ae20&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251228103048a6d7ae20&s=b","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":"tencent","symbols":["PC","SSNLF","MU","BK4209","DRAM"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2594143622","title":"SK海力士M15X厂，明年5月开始运营","url":"https://stock-news.laohu8.com/highlight/detail?id=2594143622","media":"半导体产业纵横","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2594143622?lang=zh_cn&edition=fundamental","pubTime":"2025-12-27 10:52","pubTimestamp":1766803950,"startTime":"0","endTime":"0","summary":"据业内人士透露，SK海力士将于明年5月完成M15X晶圆厂首个洁净室的建设并开始试生产。M15X工厂将配备两间洁净室，其中一间将于明年5月竣工。SK海力士此次增产计划也包含进一步拉开与竞争对手差距的策略。金融投资行业预测，由于SK海力士率先实现HBM4量产并提高HBM3E的产量，其市场份额明年将超过50%。SK海力士计划于明年2月开始HBM4量产，并于5月启动M15X的生产，从而巩固其在HBM领域的领先地位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251227105447a47dae07&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:35","pubTimestamp":1766802925,"startTime":"0","endTime":"0","summary":"野村证券解释道：“第四季度通用DRAM和NAND闪存价格大幅上涨，迅速提升了三星存储器业务的盈利能力。”报告还补充道：“预计第四季度通用DRAM价格上涨了30%至40%，而服务器DRAM价格上涨了40%至60%。”近期，SK证券大幅上调了三星电子的目标股价，从11万韩元上调至17万韩元，涨幅高达55%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251227123426a6d4ecdf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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不仅能保障自身供应链安全，同时也能让华硕对自家主板 + 自家内存进行专有优化，最终为“全家桶”用户带来更强使用体验。","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":"https://tech.ifeng.com/c/8pOFZ3adiYp","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2594352972","title":"存储涨价潮持续，自主扩产还是寻求代工？","url":"https://stock-news.laohu8.com/highlight/detail?id=2594352972","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2594352972?lang=zh_cn&edition=fundamental","pubTime":"2025-12-25 17:04","pubTimestamp":1766653452,"startTime":"0","endTime":"0","summary":"今年以来，存储芯片供需关系持续偏紧，并在第三季度后加剧，推动NAND Flash、DDR4/DDR5等产品价格快速上涨。紫光计算机科技有限公司产品中心总经理潘睿在接受21世纪经济报道等媒体采访时表示，这一波存储涨价，与产业链周期、AI需求双重重叠，两者共同导致存储市场价格的异常波动。其标志性事件是，美光在2024年11月宣布，将调整其消费级市场的业务策略。随之，低密度、成熟制程存储产品在2025年陷入了供给侧危机，价格迎来暴涨行情。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225170731a476ed6a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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传美光找上力积电代工","url":"https://stock-news.laohu8.com/highlight/detail?id=2593045468","media":"C114通信网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593045468?lang=zh_cn&edition=fundamental","pubTime":"2025-12-23 08:58","pubTimestamp":1766451485,"startTime":"0","endTime":"0","summary":"12月22日消息，据台媒《经济日报》报道，由于DRAM芯片持续缺货、涨价，业内近期传出消息称，存储芯片大厂美光正与晶圆代工厂力积电洽谈合作，计划在力积电铜锣新厂导入相关技术与设备，以加快DRAM投产进度，以期在最短时间内开出新产能。值得注意的是，此前存储芯片大厂SanDisk 也被传出找上力积电合作的消息，而这次美光也找上力积电，也让力积电成为DRAM缺货浪潮下的最新话题。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223085813a6c3706a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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|DRAM将缺货到2028年、昂瑞微科创板上市、ASML最新光刻机将量产...","url":"https://stock-news.laohu8.com/highlight/detail?id=2592611655","media":"微电子制造","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592611655?lang=zh_cn&edition=fundamental","pubTime":"2025-12-19 16:15","pubTimestamp":1766132158,"startTime":"0","endTime":"0","summary":"DRAM将缺货到2028年：SK海力士内部的分析截图显示，DRAM缺货将会持续到2028年。壁仞科技：12月17日通过港交所上市聆讯。昂瑞微：在上交所科创板上市，股票简称“昂瑞微”，股票代码“688790”。公司本次公开发行股份数量为2,488.2922万股，发行价格为83.06元/股。ASML：首席执行官Christophe Fouquet预，High NA EUV光刻机将于 2027~2028 年正式投入先进制程的大规模量产作业中。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219164522a6b652f9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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年智能手机价格上涨、出货量下滑。　　该机构预计，2026 年全球智能手机出货量将同比下降 2.1%，而此前的预期为持平或小幅正增长。　　中高端智能手机的物料成本涨幅则达到 10% 至 15%。","market":"us","thumbnail":"http://n.sinaimg.cn/finance/crawl/59/w550h309/20251216/b525-1e50ff1b1c2936927c02d34c3acbba5a.jpg","type":0,"news_type":0,"thumbnails":["http://n.sinaimg.cn/finance/crawl/59/w550h309/20251216/b525-1e50ff1b1c2936927c02d34c3acbba5a.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-16/doc-inhaywrf9911472.shtml","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":"sina_us","symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2591673831","title":"苹果DRAM长期订单协议将到期，三星、SK海力士被曝明年1月起涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=2591673831","media":"Ai&芯片那点事儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591673831?lang=zh_cn&edition=fundamental","pubTime":"2025-12-16 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