瑞银证券:预计明年NAND价格将上涨30%以上
【瑞银证券:预计明年NAND价格将上涨30%以上】金色财经报道,8月27日,瑞银证券中国科技行业研究主管俞佳在“瑞银证券A股研讨会”中国半导体行业专场线上媒体分享会上,预计DRAM供应紧张状态至少持续至2028年二季度;NAND至少在明年四季度之前,行业仍将维持相对紧缺状态;预计明年DRAM价格将同比上涨40%或以上;NAND价格将上涨30%以上。(证券时报)()
| 排名 | # | 交易平台 | 24H成交额 | 成交涨跌幅 | 活跃度 | 交易平台 | 活跃度 |
|---|---|---|---|---|---|---|---|
| 1 | $180.54亿 | -11.29% | 86.7% | 86.7% | |||
| 2 | $25.90亿 | 0.45% | 68.6% | 68.6% | |||
| 3 | $391.62亿 | -8.34% | 85.4% | 85.4% | |||
| 4 | $9.01亿 | -15.48% | 69.3% | 69.3% | |||
| 5 | $108.25亿 | -6.85% | 65.3% | 65.3% | |||
| 6 | $12.11亿 | -8.19% | 53.3% | 53.3% | |||
| 7 | $2.03亿 | 19.03% | 65.3% | 65.3% | |||
| 8 | $7.59亿 | -8.95% | 68.4% | 68.4% | |||
| 9 | $2.74亿 | -20.97% | 56.9% | 56.9% | |||
| 10 | $73.29亿 | 0.51% | 71.1% | 71.1% | |||
| 11 | $4.33亿 | 5.28% | 36.2% | 36.2% | |||
| 12 | $3,114.07万 | -18.75% | 59.5% | 59.5% | |||
| 13 | $222.79亿 | -0.42% | 31% | 31% | |||
| 14 | $108.36亿 | 1.26% | 76.2% | 76.2% | |||
| 15 | $1.40亿 | -9.64% | 66.9% | 66.9% | |||
| 16 | $107.62亿 | -12.29% | 55.2% | 55.2% | |||
| 17 | $11.60亿 | -6.5% | 26% | 26% | |||
| 18 | $15.96亿 | 26.18% | 46.9% | 46.9% | |||
| 19 | $1.09亿 | -10.4% | 31.5% | 31.5% | |||
| 20 | $1,634.64万 | -21.35% | 58.2% | 58.2% |