AI也炒涨价

塔子哥的随笔01-05

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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