智通财经APP获悉，兆易创新(03986)涨超5%，截至发稿，涨5.59%，报321港元，成交额2984.14万港元。
消息面上，受海外流动性收紧预期及DRAM现货价格数月来首次下跌的影响，韩国存储巨头股价周一大跌。不过，高盛在最新发布的报告中指出，尽管现货市场出现波动，但DRAM的合约价格不仅未跌，反而迎来了更猛烈的上涨预期。高盛分析师Giuni Lee团队指出，2026年第一季度主要应用领域的DRAM定价预测均已大幅上调。特别是传统DRAM的整体定价，预计将在2025年四季度环比上涨45%—50%的基础上，于2026年第一季度进一步实现90%—95%的环比增长，远超此前市场及该行自身的预期。
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