核心观点NAND:集邦咨询预计2025Q1 NAND 平均合约价预测降 10~15%。根据DRAMexchange,上周(20250106-0110)NAND 颗粒22 个品类现货价格环比涨跌幅区间为-0.65%至1.25%,平均涨跌幅为0.12%。其中12 个料号价格持平,7 个料号价格上涨,3 个料号价格下跌。根据IT 之家援引TrendForce 集邦咨询报告,预测 2025 年第 1 季度...
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