金吾财讯 | 市场忧虑存储市场竞争加剧，存储概念股受压，兆易创新（03986）跌4.83%，澜起科技（06809）跌4.63%，江波龙（09976）跌3.08%，伟仕佳杰（00856）跌0.68%。据报道，中国台湾存储厂商南亚科近期陆续通知客户，将再度上调DRAM合约价格，最高涨幅可达20%。其他消息方面，9月28日晚间，长鑫科技披露拟建设技术研发项目和存储器晶圆后道测试基地二期，投资额分别为241亿元和108亿元，合计349亿元。其中，研发项目建设周期30个月，后道测试基地二期建设周期37个月。
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