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2026-04-21 行情日报

  • 2026-04-21 12:18:53
2026-04-21 行情日报

【DRAM】
• Q1合约价涨90-95%，花旗全年预测+88%
• 消费级8GB DDR4单季涨110%

【NAND】
• Q1涨55-60%，全年预测+74%
• 1TB SSD涨147%，PC组装成本飙升

【NOR Flash】
• 相对稳定，Q2预计再涨40-50%
• 汽车/AIoT需求强劲

【芯片板块】
• 4月21日飘红，存储超级周期或延续至2027
• 阿里/腾讯/字节转向长鑫/长江存储采购

【采购建议】
✅ NOR和企业级NAND优先备货
⚠️ 消费级暂缓追高
----------------------------

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  1. CONNECT:[ UseTime:0.000719s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000908s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000339s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000269s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000505s ]
  6. SELECT * FROM `set` [ RunTime:0.000200s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000585s ]
  8. SELECT * FROM `article` WHERE `id` = 520136 LIMIT 1 [ RunTime:0.000367s ]
  9. UPDATE `article` SET `lasttime` = 1776753499 WHERE `id` = 520136 [ RunTime:0.000998s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000279s ]
  11. SELECT * FROM `article` WHERE `id` < 520136 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000495s ]
  12. SELECT * FROM `article` WHERE `id` > 520136 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000373s ]
  13. SELECT * FROM `article` WHERE `id` < 520136 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001055s ]
  14. SELECT * FROM `article` WHERE `id` < 520136 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001150s ]
  15. SELECT * FROM `article` WHERE `id` < 520136 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.000797s ]
0.078369s