{"id":766600,"date":"2026-04-22T12:49:50","date_gmt":"2026-04-22T04:49:50","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=766600"},"modified":"2026-04-22T12:49:50","modified_gmt":"2026-04-22T04:49:50","slug":"%e7%89%b9%e6%96%af%e6%8b%89%e4%b9%9f%e8%8a%af%e6%85%8c%ef%bc%9f%e4%b8%89%e6%98%9f4%e6%9c%88%e5%af%b9%e5%85%b6dram%e4%be%9b%e5%ba%94%e9%87%8f%e6%bf%80%e5%a2%9e3%e5%80%8d","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=766600","title":{"rendered":"\u7279\u65af\u62c9\u4e5f\u201c\u82af\u614c\u201d\uff1f\u4e09\u661f4\u6708\u5bf9\u5176DRAM\u4f9b\u5e94\u91cf\u6fc0\u589e3\u500d"},"content":{"rendered":"<p>\u636e\u97e9\u5a92\u62a5\u9053\uff0c\u7531\u4e8e<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.TSLA\" data-code=\"105,TSLA\" rel=\"noopener\">\u7279\u65af\u62c9<\/a><\/span><span><\/span>\u5bf9\u5b58\u50a8\u9700\u6c42\u4e0d\u65ad\u98d9\u5347\uff0c\u4eca\u5e744\u6708\uff0c\u4e09\u661f<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1201\" data-code=\"90,BK1201\" rel=\"noopener\">\u7535\u5b50<\/a><\/span><span><\/span>\u5411<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.TSLA\" data-code=\"105,TSLA\">\u7279\u65af\u62c9<\/span>\u6708\u5ea6\u4f9b\u5e94\u7684DRAM<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u91cf\u5df2\u589e\u52a0\u4e09\u500d\u3002<\/p>\n<p>\u8be5\u62a5\u9053\u6307\u51fa\uff0c\u7531\u4e8e<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.TSLA\" data-code=\"105,TSLA\">\u7279\u65af\u62c9<\/span>\u6b63\u9762\u4e34\u5185\u5b58\u4f9b\u5e94\u65b9\u9762\u7684\u56f0\u96be\uff0c\u4e09\u661f\u5411\u7279\u65af\u62c9\u6bcf\u6708\u4f9b\u5e94\u76848GB GDDR6 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target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1137\" data-code=\"90,BK1137\">\u5b58\u50a8\u82af\u7247<\/span>\uff08HBM\uff09\u3002<\/p>\n<p>\u5728\u8fd9\u4e00\u80cc\u666f\u4e0b\uff0c\u5b58\u50a8\u5e02\u573a\u4f9b\u9700\u5931\u8861\u7684\u95ee\u9898\u6108\u53d1\u4e25\u5cfb\uff0cDRAM\u4ef7\u683c\u4e5f\u6c34\u6da8\u8239\u9ad8\u3002\u5728\u8fc7\u53bb\u51e0\u4e2a\u6708\u91cc\uff0c\u5305\u62ec<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.AAPL\" data-code=\"105,AAPL\" rel=\"noopener\">\u82f9\u679c<\/a><\/span><span><\/span>\u5728\u5185\u7684\u591a\u5bb6\u5927\u578b\u79d1\u6280\u5236\u9020\u5546\u5df2\u5bf9\u5916\u8868\u793a\uff0cDRAM\u7f3a\u8d27\u95ee\u9898\u53ef\u80fd\u4f1a\u57282026\u5e74\u9650\u5236\u4ea7\u91cf\u3002<\/p>\n<p>\u8fd1\u65e5\uff0c\u798f\u7279\u516c\u53f8\u9996\u5e2d\u8d22\u52a1\u5b98\u8c22\u91cc\u00b7\u8c6a\u65af\u66fe\u76f4\u8a00\uff0c\u5185\u5b58\u4f9b\u5e94\u53d7\u9650\u5df2\u7ecf\u5bf9\u5176<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1211\" data-code=\"90,BK1211\"><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%b1%bd%e8%bd%a6\" title=\"View all posts in \u6c7d\u8f66\" target=\"_blank\" class=\"tag_link\">\u6c7d\u8f66<\/a><\/span>\u5236\u9020\u4ea7\u751f\u5f71\u54cd\uff0c\u5e76\u7ed9<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1211\" data-code=\"90,BK1211\">\u6c7d\u8f66<\/span>\u4ef7\u683c\u65b9\u9762\u5e26\u6765\u538b\u529b\u3002<\/p>\n<p>\u800c\u884c\u4e1a\u4e13\u5bb6\u4eec\u6570\u6708\u6765\u4e5f\u4e00\u76f4\u5bf9\u8fd9\u4e00\u5371\u673a\u53d1\u51fa\u8b66\u544a\u3002Counterpoint Research\u7814\u7a76\u516c\u53f8\u5206\u6790\u5e08\u900f\u9732\uff0c\u8fd1\u51e0\u4e2a\u6708\u6765\uff0c\u201c\u6211\u4eec\u5df2\u7ecf\u770b\u5230\u6c7d\u8f66\u884c\u4e1a\u5185\u90e8\u51fa\u73b0\u62a2\u8d2d\uff08\u5b58\u50a8\u82af\u7247\uff09\u7684\u8ff9\u8c61\u3002\u201d<\/p>\n<p><a target=\"_blank\" href=\"https:\/\/acttg.eastmoney.com\/pub\/xxlout_khmbdfcfappnew_random_0007467a\" rel=\"noopener\"><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D25488590138155037791_w690h389.jpg\" alt=\"\u7279\u65af\u62c9\u4e5f\u201c\u82af\u614c\u201d\uff1f\u4e09\u661f4\u6708\u5bf9\u5176DRAM\u4f9b\u5e94\u91cf\u6fc0\u589e3\u500d\" style=\" display:block; margin-left:auto; margin-right:auto; \" \/><\/a><\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u636e\u97e9\u5a92\u62a5\u9053\uff0c\u7531\u4e8e\u7279\u65af\u62c9\u5bf9\u5b58\u50a8\u9700\u6c42\u4e0d\u65ad\u98d9\u5347\uff0c\u4eca\u5e744\u6708\uff0c\u4e09\u661f\u7535\u5b50\u5411\u7279\u65af\u62c9\u6708\u5ea6\u4f9b\u5e94\u7684DRAM\u82af\u7247\u91cf\u5df2\u589e\u52a0\u4e09\u500d\u3002 \u8be5\u62a5 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[232],"tags":[148,113,339,63,231],"views":20,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/766600"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=766600"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/766600\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=766600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=766600"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=766600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}