存储狂潮!高盛1月渠道调查:DRAM价格近期面临强劲上涨

华尔街见闻
Jan 26

高盛报告指出,DRAM现货价格相对合约价出现巨额溢价(DDR4高达172%),预示合约价格将被迫大幅上涨。AI服务器需求持续强劲、主要厂商营收暴涨及客户接受更激进涨价等信号共同表明,存储芯片“超级周期”正在加速。如果你正在寻找半导体周期的确切信号,高盛亚太团队刚刚发布的2026年1月DRAM市场情绪指标不仅闪烁着红色的“买入”信号,更预示着一场价格风暴的来临。据追风交易台,1月23日,高盛的最新...

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