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。周一，全球存储芯片板块遭遇市场情绪的猛烈冲击。受海外流动性...
Source Link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。周一，全球存储芯片板块遭遇市场情绪的猛烈冲击。受海外流动性...
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