说说你对这篇新闻的看_老虎社区_美港股上老虎 - 老虎社区

说说你对这篇新闻的看法...

存储芯片需求强劲+产能扩张有限，推动DRAM价格进入强劲上行周期

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":498895422403152,"tweetId":"498895422403152","gmtCreate":1762825596150,"gmtModify":1762826883826,"author":{"id":3558946730294467,"idStr":"3558946730294467","authorId":3558946730294467,"authorIdStr":"3558946730294467","name":"Maxr","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>说说你对这篇新闻的看法...</p></body></html>","htmlText":"<html><head></head><body><p>说说你对这篇新闻的看法...</p></body></html>","text":"说说你对这篇新闻的看法...","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/498895422403152","repostId":1141671877,"repostType":2,"repost":{"id":"1141671877","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1762825491,"share":"https://www.laohu8.com/m/news/1141671877?lang=zh_CN&edition=full","pubTime":"2025-11-11 09:44","market":"hk","language":"zh","title":"存储芯片需求强劲+产能扩张有限，推动DRAM价格进入强劲上行周期","url":"https://stock-news.laohu8.com/highlight/detail?id=1141671877","media":"老虎资讯综合","summary":"11月11日，$南方两倍做多三星电子(07747)$、$南方两倍做多海力士(07709)$双双涨超8%！存储芯片需求强劲+产能扩张有限，推动DRAM价格进入一个强劲的上行周期。","content":"<html><head></head><body><p>11月11日，<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>、<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>双双涨超8%！存储芯片需求强劲+产能扩张有限，推动DRAM价格进入一个强劲的上行周期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fdeea8d307e7d9c151a7a068d2db6fa\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9b97c9f9b23de0f0b6e16e3d7af6913\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>瑞银近日发布的研究报告中指出，其最新的行业调查显示，2025年第四季度的DDR内存合同价格谈判正以积极势头进行，预计环比涨幅将达到21%或更高。报告明确表示，“DRAM供应商显然掌握了上风。”</p><p style=\"text-align: justify;\">基于强劲的价格前景，瑞银将SK海力士的12个月目标价从64万韩元上调至71万韩元，并维持其“买入”评级，称其为内存领域的“首选”。同时，三星电子的目标价也从11.8万韩元上调至12.8万韩元。瑞银因此上调了两家公司2026年及2027年的营收和盈利预测。</p></body></html>","collect":0,"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>存储芯片需求强劲+产能扩张有限，推动DRAM价格进入强劲上行周期</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存储芯片需求强劲+产能扩张有限，推动DRAM价格进入强劲上行周期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-11 09:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月11日，<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>、<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>双双涨超8%！存储芯片需求强劲+产能扩张有限，推动DRAM价格进入一个强劲的上行周期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fdeea8d307e7d9c151a7a068d2db6fa\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9b97c9f9b23de0f0b6e16e3d7af6913\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>瑞银近日发布的研究报告中指出，其最新的行业调查显示，2025年第四季度的DDR内存合同价格谈判正以积极势头进行，预计环比涨幅将达到21%或更高。报告明确表示，“DRAM供应商显然掌握了上风。”</p><p style=\"text-align: justify;\">基于强劲的价格前景，瑞银将SK海力士的12个月目标价从64万韩元上调至71万韩元，并维持其“买入”评级，称其为内存领域的“首选”。同时，三星电子的目标价也从11.8万韩元上调至12.8万韩元。瑞银因此上调了两家公司2026年及2027年的营收和盈利预测。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"07709":"南方两倍做多海力士","07747":"南方两倍做多三星电子"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141671877","content_text":"11月11日，南方两倍做多三星电子、南方两倍做多海力士双双涨超8%！存储芯片需求强劲+产能扩张有限，推动DRAM价格进入一个强劲的上行周期。瑞银近日发布的研究报告中指出，其最新的行业调查显示，2025年第四季度的DDR内存合同价格谈判正以积极势头进行，预计环比涨幅将达到21%或更高。报告明确表示，“DRAM供应商显然掌握了上风。”基于强劲的价格前景，瑞银将SK海力士的12个月目标价从64万韩元上调至71万韩元，并维持其“买入”评级，称其为内存领域的“首选”。同时，三星电子的目标价也从11.8万韩元上调至12.8万韩元。瑞银因此上调了两家公司2026年及2027年的营收和盈利预测。","news_type":1,"symbols_score_info":{"07709":1,"07747":1}},"isVote":1,"tweetType":1,"viewCount":178,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/498895422403152"}