达泰莱(DRAM)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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DRAM 达泰莱

退市 12-05 19:47:12 EST

3.03

-0.01

-0.33%

最高3.26	最低2.98	成交量91.39万
今开3.04	昨收3.04	日振幅9.21%
总市值365.11万	流通市值318.14万	总股本120.50万
成交额276.90万	换手率87.04%	流通股本105.00万
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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机构预测七成DRAM产能将被AI吞噬】“这是我从事存储行业以来见过的最猛一次涨价，今年3月闪迪启动首轮调价，9月开启第二轮涨价，初期行业内的人都还挺开心的。但进入10月后，市场走势逐渐偏离预期，至10月底已明显觉得行业蔓延恐慌情绪，11月初，闪迪再度宣布涨价50%，三星随即跟进，其部分产品涨价幅度更是超过60%。行业迎来堪称史诗级的涨价浪潮。”","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512043582522811.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["DRAM"],"gpt_icon":0},{"id":"2588004949","title":"芯片内战！DRAM大缺货！三星拒签长约！","url":"https://stock-news.laohu8.com/highlight/detail?id=2588004949","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588004949?lang=zh_cn&edition=full","pubTime":"2025-12-03 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| 芯片往事（二）","url":"https://stock-news.laohu8.com/highlight/detail?id=2588012769","media":"创业邦","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588012769?lang=zh_cn&edition=full","pubTime":"2025-12-03 08:05","pubTimestamp":1764720300,"startTime":"0","endTime":"0","summary":"——从豪威科技私有化回归，到东方理工大学的诞生陈大同清华大学本/硕/博元禾璞华创始合伙人硅谷豪威科技及上海展讯通信联合创始人宁波市虞仁荣教育基金会理事长2025年8月30日，我参加了宁波东方理工大学的首届开学典礼，一时浮想联翩，夜不能寐，回想起这些年的风风雨雨，走到今天真是不容易。去年，在电视剧《赤热》播出后，有人把这些专栏整理成一篇文章《陈大同-芯片往事》。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MjM5OTAzMjc4MA==&mid=2650852465&idx=2&sn=89a09c5281ceaa14579a1e3f06bd6050&chksm=bccda3cb23854e9f6b491815b3f02a9a2fd39ea50b0b5d7fccaf09c9249141ae52a66a53e6ad&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["IE00BZ199S13.USD","DRAM","LU1815336091.USD","MIT","BK4585","VC","SOXX","BK4588","SMH","BK4149","BK4124","LU0757428866.USD","GP"],"gpt_icon":1},{"id":"2588084002","title":"消息称三星电子考虑削减HBM3E产能，扩产1b nm通用DRAM以最大化利润","url":"https://stock-news.laohu8.com/highlight/detail?id=2588084002","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588084002?lang=zh_cn&edition=full","pubTime":"2025-12-02 14:29","pubTimestamp":1764656995,"startTime":"0","endTime":"0","summary":"IT之家 12 月 2 日消息，韩媒 DealSite 昨日报道称，三星电子考虑将支撑其 HBM3E 内存供应的 1a nm DRAM 产能削减 30~40%，通过制程转换提升适用于通用内存产品的 1b nm 产能，以实现利润的最大化。消息人士指出，三星电子如果将 1a nm 的 30~40% 产能和 1z nm 等更为成熟工艺的产能切换为 1b nm，则 1b nm 的投片量有望额外扩充每月 8 万片晶圆。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8okyUadQ873","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["BK4543","SSNLF","BK4170","DRAM"],"gpt_icon":0},{"id":"2588086960","title":"一切为了赚钱！三星拒绝自家移动部门长期DRAM订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2588086960","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588086960?lang=zh_cn&edition=full","pubTime":"2025-12-02 11:52","pubTimestamp":1764647556,"startTime":"0","endTime":"0","summary":"最新消息指出，三星DS部门已拒绝向自家MX部门提供一年以上的DRAM长期供应合同。为了将资源集中投入到高利润的HBM等领域，DS部门要求MX部门每三个月按季度重新协商DRAM供应条款和价格。这一罕见举动意味着，三星DS部门正全力利用内存市场的“超级周期”，以此优先追求利润最大化。三星还计划在2027年使其晶圆代工业务实现盈利，为了达成这一目标，它不得不做出一些艰难的决定，包括拒绝向其它部门提供DRAM，转而选择更有利可图的合同。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8okmUOF5diW","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["DRAM"],"gpt_icon":0},{"id":"2588710702","title":"大行评级丨大摩：过往DRAM提价时小米智能手机毛利率仍可扩张 评级“增持”","url":"https://stock-news.laohu8.com/highlight/detail?id=2588710702","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588710702?lang=zh_cn&edition=full","pubTime":"2025-12-01 11:27","pubTimestamp":1764559622,"startTime":"0","endTime":"0","summary":"摩根士丹利发表研究报告指，翻查过往数据，在2016至2017年、2019至2021年及2022至2023年周期中，当DRAM价格呈上升趋势时，小米的智能手机毛利率实际上仍录得扩张，相信是由于集团的成本转嫁机制有效，加上显著成本上升推动产品涨价；若趋势逆转时高产品售价配合低成本，亦可触发企业利润率复苏。大摩指，小米的产品结构升级及持续推进的高端化策略亦是推动毛利率长期正面的因素之一，给予“增持”评级，目标价为62港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251201/31834720.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["01810","DRAM","MIUmain"],"gpt_icon":0},{"id":"2587759017","title":"DRAM双雄，疯狂扩产","url":"https://stock-news.laohu8.com/highlight/detail?id=2587759017","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2587759017?lang=zh_cn&edition=full","pubTime":"2025-11-29 11:42","pubTimestamp":1764387750,"startTime":"0","endTime":"0","summary":"为达成标准型DRAM的大幅增产，SK海力士正积极调整其主要晶圆厂M15和M16的生产策略。因此，在巩固其在AI记忆体领先地位的同时，满足标准型DRAM的庞大市场需求，成为公司战略的重心。总结来看，在AI与HBM引领高阶市场的同时，SK海力士产能调整与投资扩大，显示出其仍未放弃更为广泛的通用型DRAM市场，这使得记忆体双雄的市占率争夺战将持续上涨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1375609.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["DRAM"],"gpt_icon":0},{"id":"2586382780","title":"2026年前的价值猎场：哪些公司仍然被市场“误伤”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2586382780","media":"金十数据","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586382780?lang=zh_cn&edition=full","pubTime":"2025-11-28 21:25","pubTimestamp":1764336300,"startTime":"0","endTime":"0","summary":"标普500指数今年上涨近16%，而涵盖30只成分股的道琼斯工业指数则攀升了11.5%。随着2026年逐步靠近，分析师利用CNBC Pro的股票筛选器，寻找那些可能被市场忽视的公司。伦敦证券交易所集团调查的分析师给出的共识目标价为90.66美元，这意味着较该股仍有超过10%的潜在上行空间。CVS在10月底公布的三季度盈利和营收均超预期，并因保险业务改善而上调了调整后利润展望。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-11-28/doc-infyypau9598541.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2089984988.USD","SG9999011175.SGD","ESmain","MU","LU1280957306.USD","MESmain","LU2237443465.HKD","LU0661504455.SGD","LU1989772840.SGD","LU0274383776.USD","LU0256863811.USD","IVV","LU2087621335.USD","ABBV",".SPX","LU0127658192.USD","CVS","IE00BZ1G4Q59.USD","BK4550","BK4588","LU0056508442.USD","LU0496365809.HKD","MDT","SPXU","IE00BLSP4452.SGD","OEF","UPRO","SG9999015945.SGD","LU0162691827.USD","BK4141","LU0278409577.USD","LU0861579265.USD","LU2089284900.SGD","SDS","SH","VST","SPY","SSO","IE00BKVL7J92.USD","OEX","LU1061106388.HKD","LU0882574055.USD","LU2023251221.USD","LU1244550221.USD","LU0368265764.SGD","LU1023059063.AUD","IE00B19Z3581.USD","LU0345781412.USD","DRAM"],"gpt_icon":1},{"id":"2586483205","title":"传英伟达因DRAM短缺已停止向GPU主板合作伙伴提供显存","url":"https://stock-news.laohu8.com/highlight/detail?id=2586483205","media":"中电网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586483205?lang=zh_cn&edition=full","pubTime":"2025-11-28 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核心团队并入DRAM开发体系","url":"https://stock-news.laohu8.com/highlight/detail?id=2586276475","media":"快科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586276475?lang=zh_cn&edition=full","pubTime":"2025-11-28 07:43","pubTimestamp":1764286989,"startTime":"0","endTime":"0","summary":"快科技11月28日消息，据媒体报道，三星电子近期对其高带宽存储器 开发团队进行了组织调整，撤销原隶属于半导体业务DS部门下的HBM开发团队，相关人员整体并入DRAM开发室。这一变动引发市场对三星HBM业务推进节奏与内部协同效率的关注。在调整安排上，原HBM团队成员将转入DRAM开发室下属的设计团队，继续负责下一代HBM产品与技术研发。三星通过将HBM团队整合至DRAM开发体系，有望提升资源统筹与技术迭代效率，增强在高端存储市场的竞争力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8odsDi8hpwu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["BK4170","DRAM","BK4543","SSNLF"],"gpt_icon":0},{"id":"2586445742","title":"DRAM市场三强争霸 SK海力士王座承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2586445742","media":"AJU视界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586445742?lang=zh_cn&edition=full","pubTime":"2025-11-27 16:49","pubTimestamp":1764233391,"startTime":"0","endTime":"0","summary":"DRAM市场三强争霸SK海力士王座承压一项调查显示，SK海力士今年第三季度在全球动态随机存取存储器市场持续保持首位，市场份额达33.2%，然而，与紧随其后的三星电子之间的差距出现显著收窄。尽管SK海力士在第二季度仍保持明显的领先优势，但进入第三季度后，与主要竞争对手的差距迅速缩小。三星电子以135亿美元的DRAM销售额位列第二，较上一季度的103.5亿美元大幅增长30.4%。同时，第三季度全球DRAM整体市场规模攀升至414亿美元，环比增长30.9%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127185755a4bdfbf3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Q4涨价风暴将起，合约价估季增超50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586295748","media":"爱集微","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586295748?lang=zh_cn&edition=full","pubTime":"2025-11-27 06:40","pubTimestamp":1764196834,"startTime":"0","endTime":"0","summary":"研调机构集邦11月26日指出，DRAM产业在第三季量价齐扬后，第四季将进入“以价补量”的新阶段。集邦预估，第四季一般型DRAM合约价将季增45%～50%；若加计高带宽内存，一般型DRAM与HBM合并计算的整体合约价涨幅更上看50%～55%。也就是说，第三季在HBM放量与一般型DRAM合约价走升带动下，产业营收虽已季增30.9%、达到414亿美元，但真正的“价格行情主秀”将落在第四季。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127064118a713b988&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586252045?lang=zh_cn&edition=full","pubTime":"2025-11-26 20:40","pubTimestamp":1764160800,"startTime":"0","endTime":"0","summary":"证券日报网讯立讯精密11月26日发布公告，在公司回答调研者提问时表示，关于内存价格波动的影响，目前在ODM报价时，这些成本都已锁定。DRAM的成本和工艺处理均由品牌客户自行负责，与安卓手机ODM业务无关，这也符合市场规律。至于闻泰这部分ODM业务的未来战略，公司之所以需要闻泰的ODM能力，是因为未来AI端侧产品的发展需要更强大的ODM/JDM能力。闻泰拥有的两三千人的ODM工程团队以及庞大的手机和平板采购供应链，能够快速赋能公司在AI端侧产品的开发。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-26/doc-infyturc0146870.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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