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 | $180.18亿 | -11.6% | 86.7% | 86.7% | |||
| 2 | $27.03亿 | 0.43% | 68.6% | 68.6% | |||
| 3 | $401.57亿 | -8.23% | 85.4% | 85.4% | |||
| 4 | $9.24亿 | -15.52% | 69.3% | 69.3% | |||
| 5 | $112.36亿 | -6.76% | 65.3% | 65.3% | |||
| 6 | $12.70亿 | -8.45% | 53.3% | 53.3% | |||
| 7 | $2.07亿 | 18.83% | 65.3% | 65.3% | |||
| 8 | $7.33亿 | -8.64% | 68.4% | 68.4% | |||
| 9 | $2.76亿 | -20.69% | 56.9% | 56.9% | |||
| 10 | $71.91亿 | 0.51% | 71.1% | 71.1% | |||
| 11 | $4.33亿 | 5.36% | 36.2% | 36.2% | |||
| 12 | $3,103.35万 | -18.74% | 59.5% | 59.5% | |||
| 13 | $222.58亿 | -0.43% | 31% | 31% | |||
| 14 | $108.50亿 | 1.27% | 76.2% | 76.2% | |||
| 15 | $1.43亿 | -9.38% | 66.9% | 66.9% | |||
| 16 | $106.96亿 | -12.18% | 55.2% | 55.2% | |||
| 17 | $12.03亿 | -6.62% | 26% | 26% | |||
| 18 | $16.55亿 | 26.77% | 46.9% | 46.9% | |||
| 19 | $1.11亿 | -10.35% | 31.5% | 31.5% | |||
| 20 | $1,630.89万 | -20.73% | 58.2% | 58.2% |
