存储价格上涨的趋势远未见顶，瑞银预测Q2再涨40%

AI产业链研究03-03

3 月 3 日，存储板块预计集体跌停，SK 海力士、三星电子股价延续跌势，跌幅逼近 10%不过存储价格上涨的趋势确实仍未见停歇。瑞银 3 月 2 日发布报告，其进一步上调存储合约价格预测。瑞银目前预计，2026 年第一季度 DDR 合约价格环比上涨72%（此前预测为 + 62%）；服务器 DDR5 合约价格已达到1.0 美元 / Gb。同时，瑞银预计 NAND 合约价格环比上涨65%（此前预测为 ...

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