机构：合约价快速上涨第一季度DRAM产业营收季增81%

金吾财讯06-01 17:16

金吾财讯 | 根据集邦咨询数据显示，2026 年一季度存储市场迎来大幅回暖，通用 DRAM 合约价格季度涨幅达到 93% 至 98%，推动产业整体营收环比增长 81%，规模升至 970 亿美元。AI 应用场景的迭代持续改变存储采购格局。行业发展重心从大模型训练转向 AI 推理，云服务商的建设布局不再局限于 AI 服务器，同步加码通用服务器建设。受此影响，存储需求从 HBM3e、LPDDR5X 等高端品类，逐步延伸至全规格 RDIMM 产品，整个存储器市场的需求覆盖面进一步扩大

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2640493771?lang=zh_CN&edition=full","thumbnail":"https://static.szfiu.com/news/20250107/NWE0NDM0MDU5NDk3NzI5.png","is_english":false,"pubTime":"2026-06-01 17:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2640493771","market":"fut","top_or_hot":-1,"title":"机构：合约价快速上涨 第一季度DRAM产业营收季增81%","media":"金吾财讯","content":"<html><body><p>金吾财讯 | 根据集邦咨询数据显示，2026 年一季度存储市场迎来大幅回暖，通用 DRAM 合约价格季度涨幅达到 93% 至 98%，推动产业整体营收环比增长 81%，规模升至 970 亿美元。AI 应用场景的迭代持续改变存储采购格局。行业发展重心从大模型训练转向 AI 推理，云服务商的建设布局不再局限于 AI 服务器，同步加码通用服务器建设。受此影响，存储需求从 HBM3e、LPDDR5X 等高端品类，逐步延伸至全规格 RDIMM 产品，整个存储器市场的需求覆盖面进一步扩大</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>机构：合约价快速上涨 第一季度DRAM产业营收季增81%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机构：合约价快速上涨 第一季度DRAM产业营收季增81%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-01 17:16 北京时间&nbsp;&nbsp;&nbsp;<a href=301009><strong>金吾财讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 根据集邦咨询数据显示，2026 年一季度存储市场迎来大幅回暖，通用 DRAM 合约价格季度涨幅达到 93% 至 98%，推动产业整体营收环比增长 81%，规模升至 970 亿美元。AI 应用场景的迭代持续改变存储采购格局。行业发展重心从大模型训练转向 AI 推理，云服务商的建设布局不再局限于 AI 服务器，同步加码通用服务器建设。受此影响，存储需求从 HBM3e、LPDDR5X 等...</p>\n\n<a href=\"301009\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4579","symbol_name":"人工智能","start_time":0,"source_url":"301009","article_id":"2640493771","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20250107/NWE0NDM0MDU5NDk3NzI5.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2640493771","pubTimestamp":1780305379,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 根据集邦咨询数据显示，2026 年一季度存储市场迎来大幅回暖，通用 DRAM 合约价格季度涨幅达到 93% 至 98%，推动产业整体营收环比增长 81%，规模升至 970 亿美元。AI 应用场景的迭代持续改变存储采购格局。行业发展重心从大模型训练转向 AI 推理，云服务商的建设布局不再局限于 AI 服务器，同步加码通用服务器建设。受此影响，存储需求从 HBM3e、LPDDR5X 等高端品类，逐步延伸至全规格 RDIMM 产品，整个存储器市场的需求覆盖面进一步扩大","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"688432":"有研硅","688525":"佰维存储","BK4579":"人工智能","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4543":"AI","BK4512":"苹果概念","WDCX":"Tradr 2X Long WDC Daily ETF","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1046421795.USD":"富达环球科技A-ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","MU":"美光科技","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0056508442.USD":"贝莱德世界科技基金A2","STX":"希捷科技","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4588":"碎股","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","MUD":"1倍做空MU ETF-Direxion","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","MULL":"2倍做多MU ETF-GraniteShares","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","DRAM":"Roundhill Memory ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4566":"资本集团","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","WDC":"西部数据","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4605":"半导体精选","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4527":"明星科技股","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","BK4575":"芯片概念","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","MUU":"2倍做多MU ETF-Direxion","BK0214":"IT设备","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"translate_title":"Institution: Contract price rises rapidly, DRAM industry revenue increases by 81% quarterly in the first quarter","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/39138f232838befa7bec6f050bceb37b","symbols_score_info":{"688432":1.51,"688525":1.54,"MUU":0.6,"MUD":0.6,"STX":1.54,"MULL":0.6,"MU":1.61,"WDCX":0.6,"WDC":1.57,"DRAM":1.69},"content_text":"金吾财讯 | 根据集邦咨询数据显示，2026 年一季度存储市场迎来大幅回暖，通用 DRAM 合约价格季度涨幅达到 93% 至 98%，推动产业整体营收环比增长 81%，规模升至 970 亿美元。AI 应用场景的迭代持续改变存储采购格局。行业发展重心从大模型训练转向 AI 推理，云服务商的建设布局不再局限于 AI 服务器，同步加码通用服务器建设。受此影响，存储需求从 HBM3e、LPDDR5X 等高端品类，逐步延伸至全规格 RDIMM 产品，整个存储器市场的需求覆盖面进一步扩大","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.3","shortVersion":"4.42.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2640493771","isCrawlerRequest":true}

机构：合约价快速上涨 第一季度DRAM产业营收季增81%

精彩评论

机构：合约价快速上涨第一季度DRAM产业营收季增81%