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反常！三星、SK海力士开始只签长期订单：内存价格终于要涨到头了
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href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士两大全球存储巨头，近期做出了一项十分反常的决定。</p><p>据韩国最新发布的报告，<strong>两家企业已几乎全面放弃与全球大型科技企业的一年期DRAM短期供货合同，未来仅通过3至5年的长期供应合同提供内存。</strong></p><p>行业对这一动作有两种解读。<strong>偏积极的解读认为，两家企业是想在可持续扩产前，先锁定中期需求情况，获得明确的需求预期。但更受关注的解读，直指内存价格的走势拐点</strong>。</p><p>毕竟，<strong>如果两家企业内部预判DRAM价格还有大幅上行空间，完全没必要锁定当前的现货价格。</strong>这一反常的供货策略转向，似乎在释放出一种信号，<strong>即内存价格的上涨空间已经所剩无几，价格峰值可能就在当下。</strong></p><p>就在此前，三星刚刚完成两轮DRAM大幅涨价。2026年第一季度，三星DRAM价格同比上涨100%，2026年第二季度又在此基础上环比上调30%。三季度是否会继续执行实质性涨价，成了验证这一判断的核心节点。若三季度不再落地大幅涨价，这一预判就将得到印证。</p><p>值得注意的是，DRAM与NAND闪存的价格走势出现了明显分化。瑞银最新预测，NAND价格要到2027年第三季度才会迎来峰值。</p><p><strong>两大因素将继续支撑NAND价格上行。第一，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的TurboQuant技术，仅压缩了基于DRAM的键值缓存，对NAND的需求没有任何影响。第二，长江存储等中国头部厂商，正将更多产能转向DRAM，导致NAND的市场供应相对受限。</strong></p><p>韩国KB证券分析师预测，三星2026年营业利润总额将达到327万亿韩元，2027年更是会攀升至488万亿韩元，即便只是小幅领先，也将超越NVIDIA的预期营业利润，成为全球盈利最高的企业。</p><p>能站上这样的行业顶点，三星的商业决策绝非盲目。接下来，行业会重点关注三星三季度的内存定价动向，进一步验证价格见顶的判断。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_15/D8429B14BDD9FA4978DC91016BD22EC343943ABF_size83_w600_h362.jpg\"/></p></body></html>","source":"fenghuang_stock","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>反常！三星、SK海力士开始只签长期订单：内存价格终于要涨到头了</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n反常！三星、SK海力士开始只签长期订单：内存价格终于要涨到头了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-10 11:38 北京时间 <a href=https://tech.ifeng.com/c/8sCt8IrynZI><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技4月10日消息，三星、SK海力士两大全球存储巨头，近期做出了一项十分反常的决定。据韩国最新发布的报告，两家企业已几乎全面放弃与全球大型科技企业的一年期DRAM短期供货合同，未来仅通过3至5年的长期供应合同提供内存。行业对这一动作有两种解读。偏积极的解读认为，两家企业是想在可持续扩产前，先锁定中期需求情况，获得明确的需求预期。但更受关注的解读，直指内存价格的走势拐点。毕竟，如果两家企业内部预判...</p>\n\n<a href=\"https://tech.ifeng.com/c/8sCt8IrynZI\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","EMXC":"iShares MSCI Emerging Markets ex China ETF","BK4588":"碎股","DRAM":"Roundhill Memory 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href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士两大全球存储巨头，近期做出了一项十分反常的决定。</p><p>据韩国最新发布的报告，<strong>两家企业已几乎全面放弃与全球大型科技企业的一年期DRAM短期供货合同，未来仅通过3至5年的长期供应合同提供内存。</strong></p><p>行业对这一动作有两种解读。<strong>偏积极的解读认为，两家企业是想在可持续扩产前，先锁定中期需求情况，获得明确的需求预期。但更受关注的解读，直指内存价格的走势拐点</strong>。</p><p>毕竟，<strong>如果两家企业内部预判DRAM价格还有大幅上行空间，完全没必要锁定当前的现货价格。</strong>这一反常的供货策略转向，似乎在释放出一种信号，<strong>即内存价格的上涨空间已经所剩无几，价格峰值可能就在当下。</strong></p><p>就在此前，三星刚刚完成两轮DRAM大幅涨价。2026年第一季度，三星DRAM价格同比上涨100%，2026年第二季度又在此基础上环比上调30%。三季度是否会继续执行实质性涨价，成了验证这一判断的核心节点。若三季度不再落地大幅涨价，这一预判就将得到印证。</p><p>值得注意的是，DRAM与NAND闪存的价格走势出现了明显分化。瑞银最新预测，NAND价格要到2027年第三季度才会迎来峰值。</p><p><strong>两大因素将继续支撑NAND价格上行。第一，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的TurboQuant技术，仅压缩了基于DRAM的键值缓存，对NAND的需求没有任何影响。第二，长江存储等中国头部厂商，正将更多产能转向DRAM，导致NAND的市场供应相对受限。</strong></p><p>韩国KB证券分析师预测，三星2026年营业利润总额将达到327万亿韩元，2027年更是会攀升至488万亿韩元，即便只是小幅领先，也将超越NVIDIA的预期营业利润，成为全球盈利最高的企业。</p><p>能站上这样的行业顶点，三星的商业决策绝非盲目。接下来，行业会重点关注三星三季度的内存定价动向，进一步验证价格见顶的判断。</p><p><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n反常！三星、SK海力士开始只签长期订单：内存价格终于要涨到头了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-10 11:38 北京时间 <a href=https://tech.ifeng.com/c/8sCt8IrynZI><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技4月10日消息，三星、SK海力士两大全球存储巨头，近期做出了一项十分反常的决定。据韩国最新发布的报告，两家企业已几乎全面放弃与全球大型科技企业的一年期DRAM短期供货合同，未来仅通过3至5年的长期供应合同提供内存。行业对这一动作有两种解读。偏积极的解读认为，两家企业是想在可持续扩产前，先锁定中期需求情况，获得明确的需求预期。但更受关注的解读，直指内存价格的走势拐点。毕竟，如果两家企业内部预判...</p>\n\n<a href=\"https://tech.ifeng.com/c/8sCt8IrynZI\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","EMXC":"iShares MSCI Emerging Markets ex China ETF","BK4588":"碎股","DRAM":"Roundhill Memory ETF"},"source_url":"https://tech.ifeng.com/c/8sCt8IrynZI","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626163128","content_text":"快科技4月10日消息，三星、SK海力士两大全球存储巨头，近期做出了一项十分反常的决定。据韩国最新发布的报告，两家企业已几乎全面放弃与全球大型科技企业的一年期DRAM短期供货合同，未来仅通过3至5年的长期供应合同提供内存。行业对这一动作有两种解读。偏积极的解读认为，两家企业是想在可持续扩产前，先锁定中期需求情况，获得明确的需求预期。但更受关注的解读，直指内存价格的走势拐点。毕竟，如果两家企业内部预判DRAM价格还有大幅上行空间，完全没必要锁定当前的现货价格。这一反常的供货策略转向，似乎在释放出一种信号，即内存价格的上涨空间已经所剩无几，价格峰值可能就在当下。就在此前，三星刚刚完成两轮DRAM大幅涨价。2026年第一季度，三星DRAM价格同比上涨100%，2026年第二季度又在此基础上环比上调30%。三季度是否会继续执行实质性涨价，成了验证这一判断的核心节点。若三季度不再落地大幅涨价，这一预判就将得到印证。值得注意的是，DRAM与NAND闪存的价格走势出现了明显分化。瑞银最新预测，NAND价格要到2027年第三季度才会迎来峰值。两大因素将继续支撑NAND价格上行。第一，谷歌的TurboQuant技术，仅压缩了基于DRAM的键值缓存，对NAND的需求没有任何影响。第二，长江存储等中国头部厂商，正将更多产能转向DRAM，导致NAND的市场供应相对受限。韩国KB证券分析师预测，三星2026年营业利润总额将达到327万亿韩元，2027年更是会攀升至488万亿韩元，即便只是小幅领先，也将超越NVIDIA的预期营业利润，成为全球盈利最高的企业。能站上这样的行业顶点，三星的商业决策绝非盲目。接下来，行业会重点关注三星三季度的内存定价动向，进一步验证价格见顶的判断。","news_type":1,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522228834452600,"gmtCreate":1768533306216,"gmtModify":1768533309704,"author":{"id":"4136792376009150","authorId":"4136792376009150","name":"耐心and现金","avatar":"https://static.tigerbbs.com/ee1bae0d32ac42c5baa29b887328704d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4136792376009150","idStr":"4136792376009150"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522228834452600","repostId":"1854265751425387","repostType":17,"repost":{"id":4581,"live_id":"1854265751425387","type":1,"live_form":0,"category_id":5,"category_name":"大咖热评","material_type":0,"regions":[1],"title":"特朗普突然暂缓关键矿产关税，白银的史诗级行情要结束了吗？","title_en":"","status":3,"abstract_en":[],"description_html":"根据彭博社报道，美国总统特朗普突然暗示要暂缓对关键矿产的进口加征关税，并暂缓对伊朗发动军事打击行动，消息一经曝光，白银，原油等关键资产价格出现了大跌，这个消息是否宣告了白银的大幅上行行情的结束呢？我们该如何把握当前的白银和原油走势？我们请到了CME特约策略讲师，前基金经理甘灿荣先生为我们作详细解读...","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/gancanrong115.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/c4e62884ff194ffdbf1ee9b909d728a1~tplv-gjr78lqtd0-z75.image","live_img_url_en":"","activate_content":true,"expected_time":1768478400000,"time_remain":-9216809290,"start_time":0,"end_time":1768481042,"user_counter":"421","symbols":[{"symbol":"ESmain"},{"symbol":"NQmain"},{"symbol":"GCmain"},{"symbol":"SImain"},{"symbol":"SILmain"},{"symbol":"1OZmain"}],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498549829067288,"gmtCreate":1762739733679,"gmtModify":1762739736268,"author":{"id":"4136792376009150","authorId":"4136792376009150","name":"耐心and现金","avatar":"https://static.tigerbbs.com/ee1bae0d32ac42c5baa29b887328704d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4136792376009150","idStr":"4136792376009150"},"themes":[],"title":"","htmlText":"<a 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