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01-05
说说你对这篇新闻的看法...
AI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%
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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\">\nAI需求太火爆！三星、SK海力士拟将DRAM提价60%–70%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-05 17:45 北京时间 <a href=https://wallstreetcn.com/articles/3762568><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，据媒体援引行业匿名人士消息，三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。SanDisk Corp盘前涨近5%，西部数据盘前涨超4%，美光科技 盘前涨近4%，均再创新高。此次提价策略基于企业对市场需求持续走强的预判。据悉，三星与SK海力士坚持采用季度合约而非...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3762568\">网页链接</a>\n\n</div>\n\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","SNDK":"SanDisk Corp","MU":"美光科技","WDC":"西部数据","07747":"南方两倍做多三星电子","STX":"希捷科技"},"source_url":"https://wallstreetcn.com/articles/3762568","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137107416","content_text":"周一，据媒体援引行业匿名人士消息，三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。SanDisk Corp盘前涨近5%，西部数据盘前涨超4%，美光科技 盘前涨近4%，均再创新高。此次提价策略基于企业对市场需求持续走强的预判。据悉，三星与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。1月5日，三星电子股价大涨近7.5%创历史新高，SK海力士同步走强涨近3%，两大存储巨头的强势表现直接提振了市场情绪，推动韩国首尔综指收涨3.43％，创收盘历史新高。由于芯片制造商三星和SK的表现推动韩国综合股价指数（KOSPI）创下历史新高，花旗集团和摩根士丹利等券商纷纷上调了这两家公司的盈利预期。","news_type":1,"symbols_score_info":{"07747":1.5,"07709":1.5,"WDC":2,"SNDK":2,"STX":2,"MU":2}},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":518479571727584,"gmtCreate":1767611213894,"gmtModify":1767620205084,"author":{"id":"3570537627656880","authorId":"3570537627656880","name":"渔宝宝","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570537627656880","authorIdStr":"3570537627656880"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518479571727584","repostId":"1137107416","repostType":2,"repost":{"id":"1137107416","kind":"news","pubTimestamp":1767606346,"share":"https://www.laohu8.com/m/news/1137107416?lang=zh_CN&edition=full","pubTime":"2026-01-05 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href=https://wallstreetcn.com/articles/3762568><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，据媒体援引行业匿名人士消息，三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。SanDisk Corp盘前涨近5%，西部数据盘前涨超4%，美光科技 盘前涨近4%，均再创新高。此次提价策略基于企业对市场需求持续走强的预判。据悉，三星与SK海力士坚持采用季度合约而非...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3762568\">网页链接</a>\n\n</div>\n\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","SNDK":"SanDisk Corp","MU":"美光科技","WDC":"西部数据","07747":"南方两倍做多三星电子","STX":"希捷科技"},"source_url":"https://wallstreetcn.com/articles/3762568","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137107416","content_text":"周一，据媒体援引行业匿名人士消息，三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度提升60%至70%。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。SanDisk Corp盘前涨近5%，西部数据盘前涨超4%，美光科技 盘前涨近4%，均再创新高。此次提价策略基于企业对市场需求持续走强的预判。据悉，三星与SK海力士坚持采用季度合约而非长期协议，以灵活适应价格变动。行业预计，在AI算力需求爆发及数据中心投资扩大的推动下，DRAM价格有望在2027年前保持逐季度阶梯式上涨的态势。1月5日，三星电子股价大涨近7.5%创历史新高，SK海力士同步走强涨近3%，两大存储巨头的强势表现直接提振了市场情绪，推动韩国首尔综指收涨3.43％，创收盘历史新高。由于芯片制造商三星和SK的表现推动韩国综合股价指数（KOSPI）创下历史新高，花旗集团和摩根士丹利等券商纷纷上调了这两家公司的盈利预期。","news_type":1,"symbols_score_info":{"07747":1.5,"07709":1.5,"WDC":2,"SNDK":2,"STX":2,"MU":2}},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
