港股异动 | 手机产业链全线走低 存储涨价凶猛 消费电子基本面预期处于低位

智通财经
Jan 08

智通财经APP获悉,手机产业链全线走低,截至发稿,高伟电子(01415)跌3.8%,报27.36港元;比亚迪电子(00285)跌3%,报34.92港元;蓝思科技(06613)跌2.66%,报26.32港元;丘钛科技(01478)跌1.95%,报9.06港元。

消息面上,日前,话题“一盒内存条堪比上海一套房”登上热搜。据报道,全球DRAM(内存)市场正经历一轮“史上最强”的涨价周期。自2025年7月以来,DRAM(内存)价格持续快速上行,多数品类涨幅超过100%。数据显示,DDR4(内存)与DDR5(内存)年内已涨价2-3倍。进入2026年,这轮涨价不仅没有松动,价格变化的节奏反而在加快。

中信建投指出,整体来看,各大厂商陆续上调价格或下调产品配置,表明存储器价格大幅上涨所带来的成本压力已实质性向终端传导,消费电子销量阶段性承压难以避免,行业资源与定价能力或进一步向具备规模与供应链优势的头部品牌集中。招商证券认为,展望26年,尽管受存储涨价影响,消费电子板块基本面预期处于低位,但是26-27年AI端侧加速创新趋势明确,Apple、谷歌、OAI等大厂抓紧布局AI终端入口,来实现算力-终端-应用的闭环。

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