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 | $180.04亿 | -11.13% | 86.7% | 86.7% | |||
| 2 | $26.20亿 | 0.44% | 68.6% | 68.6% | |||
| 3 | $403.22亿 | -8.29% | 85.4% | 85.4% | |||
| 4 | $9.28亿 | -15.13% | 69.3% | 69.3% | |||
| 5 | $110.92亿 | -6.58% | 65.3% | 65.3% | |||
| 6 | $12.28亿 | -8.35% | 53.3% | 53.3% | |||
| 7 | $2.07亿 | 19.34% | 65.3% | 65.3% | |||
| 8 | $7.33亿 | -8.6% | 68.4% | 68.4% | |||
| 9 | $2.80亿 | -21% | 56.9% | 56.9% | |||
| 10 | $72.85亿 | 0.5% | 71.1% | 71.1% | |||
| 11 | $4.28亿 | 5.49% | 36.2% | 36.2% | |||
| 12 | $3,078.04万 | -18.68% | 59.5% | 59.5% | |||
| 13 | $222.37亿 | -0.44% | 31% | 31% | |||
| 14 | $111.10亿 | 1.28% | 76.2% | 76.2% | |||
| 15 | $1.43亿 | -9.5% | 66.9% | 66.9% | |||
| 16 | $105.22亿 | -12.21% | 55.2% | 55.2% | |||
| 17 | $11.50亿 | -6.54% | 26% | 26% | |||
| 18 | $15.87亿 | 26.78% | 46.9% | 46.9% | |||
| 19 | $1.07亿 | -10.51% | 31.5% | 31.5% | |||
| 20 | $1,698.38万 | -21.61% | 58.2% | 58.2% |
