高盛：DRAM价格增速将大幅放缓，对HBM最乐观
【高盛：DRAM价格增速将大幅放缓，对HBM最乐观】金色财经报道，高盛表示，8月AI服务器、DRAM出口和内存价格继续提供支撑。AI需求非常强，但手机需求已经走弱。传统DRAM仍在涨价，但涨幅正在明显放缓。高盛预计3Q26DRAM平均售价环比+17%，4Q26进一步降至约+7%的涨幅。HBM是高盛最乐观的部分。市场对2027年SK海力士HBM涨价预期一个月从32%升至53%，高盛自己则从50%上调至100%。(金十)()
| 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 | $179.63亿 | -11.14% | 86.7% | 86.7% | |||
| 2 | $26.62亿 | 0.45% | 68.6% | 68.6% | |||
| 3 | $396.93亿 | -8.17% | 85.4% | 85.4% | |||
| 4 | $9.30亿 | -15.5% | 69.3% | 69.3% | |||
| 5 | $110.03亿 | -6.73% | 65.3% | 65.3% | |||
| 6 | $12.38亿 | -8.31% | 53.3% | 53.3% | |||
| 7 | $2.03亿 | 18.68% | 65.3% | 65.3% | |||
| 8 | $7.40亿 | -8.92% | 68.4% | 68.4% | |||
| 9 | $2.75亿 | -21.57% | 56.9% | 56.9% | |||
| 10 | $72.60亿 | 0.49% | 71.1% | 71.1% | |||
| 11 | $4.47亿 | 5.26% | 36.2% | 36.2% | |||
| 12 | $3,059.28万 | -17.95% | 59.5% | 59.5% | |||
| 13 | $214.65亿 | -0.42% | 31% | 31% | |||
| 14 | $110.77亿 | 1.31% | 76.2% | 76.2% | |||
| 15 | $1.38亿 | -9.43% | 66.9% | 66.9% | |||
| 16 | $107.19亿 | -12.6% | 55.2% | 55.2% | |||
| 17 | $11.63亿 | -6.41% | 26% | 26% | |||
| 18 | $16.23亿 | 27.37% | 46.9% | 46.9% | |||
| 19 | $1.09亿 | -10.3% | 31.5% | 31.5% | |||
| 20 | $1,668.71万 | -20.85% | 58.2% | 58.2% |
