AI也炒涨价

塔子哥的随笔
Jan 05

过去一段时间,反内卷、贵金属、新能源等题材都在演绎涨价概念,美股和A股明显联动,许多板块个股都受益于涨价而大幅攀升。可以说,商品大有二次通胀之势头。当然,涨价的风终究还是蔓延到了AI:存储价格继续狂飙,消费级别的DRAM在26Q1报价环比25Q4上涨70%,RTX 5090甚至可能涨价到5000美元,NAND也环比上涨超过1/3;HBM价格由于扩产一直稳步攀升,单颗HBM4报价据说也上涨了20%...

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