小摩：DRAM/NAND供需仍紧 基本面有望强至2028年
【小摩：DRAM/NAND供需仍紧 基本面有望强至2028年】金色财经报道，11月5日，摩根大通最新研报指出，主要存储股较2026年高点平均回撤约45%，费城半导体指数较近期高点回撤约29%。该行认为，尽管市场担忧AI融资、电力瓶颈及投资回报，但DRAM和NAND供需仍然紧张，长期供货协议不断扩大覆盖范围，行业基本面有望保持强劲至2028年。未来六个月，存储企业盈利预测遭到下调的可能性较低。()
| 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 | $179.07亿 | -11.66% | 86.7% | 86.7% | |||
| 2 | $27.02亿 | 0.45% | 68.6% | 68.6% | |||
| 3 | $403.81亿 | -8.2% | 85.4% | 85.4% | |||
| 4 | $9.37亿 | -14.99% | 69.3% | 69.3% | |||
| 5 | $109.65亿 | -6.86% | 65.3% | 65.3% | |||
| 6 | $12.24亿 | -8.33% | 53.3% | 53.3% | |||
| 7 | $2.03亿 | 19.16% | 65.3% | 65.3% | |||
| 8 | $7.44亿 | -8.71% | 68.4% | 68.4% | |||
| 9 | $2.85亿 | -21.21% | 56.9% | 56.9% | |||
| 10 | $70.64亿 | 0.5% | 71.1% | 71.1% | |||
| 11 | $4.39亿 | 5.42% | 36.2% | 36.2% | |||
| 12 | $3,054.22万 | -18.86% | 59.5% | 59.5% | |||
| 13 | $221.28亿 | -0.44% | 31% | 31% | |||
| 14 | $112.59亿 | 1.28% | 76.2% | 76.2% | |||
| 15 | $1.41亿 | -9.36% | 66.9% | 66.9% | |||
| 16 | $108.19亿 | -12.37% | 55.2% | 55.2% | |||
| 17 | $11.75亿 | -6.45% | 26% | 26% | |||
| 18 | $16.58亿 | 26.67% | 46.9% | 46.9% | |||
| 19 | $1.10亿 | -10.54% | 31.5% | 31.5% | |||
| 20 | $1,622.25万 | -21.06% | 58.2% | 58.2% |
