DRAM与NAND合约价格5月上涨
2026-06-04 13:25:17
据Odaily星球日报报道,伯恩斯坦最新月度追踪报告显示,DRAM与NAND合约价格在5月继续环比上涨。报告指出,2026年第二季度DRAM合约价格预计较第一季度上涨64%,NAND混合均价涨幅约为60%。伯恩斯坦预计,随着消费端需求破坏效应显现,价格涨势将在2026年第三季度放缓。评级方面,伯恩斯坦对三星电子、SK海力士、美光及闪迪维持跑赢大市评级,对铠侠维持跑输大市评级。
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