---
title: "存储 “疯涨” 持续中"
description: "富国银行数据显示，DDR4 现货价格周环比上涨约 23%（DDR5 上涨 1%）；第四季度平均环比上涨 139%，12 月合约价格 PC DRAM 上涨约 8%，服务器 DRAM 上涨约 11%。 按美元/Gb 计算，他们预计第四季度合同价格环比上涨约 65%，同比增长 175%。 TLC 晶片收缩率 12 月环比增长 64%，第四季度环比增长 110%。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/271381596.md"
published_at: "2026-01-03T09:55:47.000Z"
---

# 存储 “疯涨” 持续中

> 富国银行数据显示，DDR4 现货价格周环比上涨约 23%（DDR5 上涨 1%）；第四季度平均环比上涨 139%，12 月合约价格 PC DRAM 上涨约 8%，服务器 DRAM 上涨约 11%。 按美元/Gb 计算，他们预计第四季度合同价格环比上涨约 65%，同比增长 175%。 TLC 晶片收缩率 12 月环比增长 64%，第四季度环比增长 110%。

富国银行数据显示，DDR4 现货价格周环比上涨约 23%（DDR5 上涨 1%）；第四季度平均环比上涨 139%，12 月合约价格 PC DRAM 上涨约 8%，服务器 DRAM 上涨约 11%。

按美元/Gb 计算，他们预计第四季度合同价格环比上涨约 65%，同比增长 175%。

TLC 晶片收缩率 12 月环比增长 64%，第四季度环比增长 110%。

### Related Stocks

- [MU.US - 美光科技](https://longbridge.com/zh-CN/quote/MU.US.md)
- [SOXS.US - 半导体 3 倍做空 - Direxion](https://longbridge.com/zh-CN/quote/SOXS.US.md)

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