14:40 DRAM报价更新，芯片链尾盘跌势扩大 (2026)

[
  {
    "event_id": "trendforce-global-20260904-dram-spot-1440",
    "title": "TrendForce：DRAM现货14:40多数品种上涨",
    "event_time_utc": "2026-09-04T06:40:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-04T06:40:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 99,
    "horizon": "days",
    "raw_facts": {
      "actual": {
        "last_update": "2026-09-04 14:40 (GMT+8)",
        "unit": "原文未披露",
        "items": [
          {"item": "DDR5 16Gb (2Gx8) 4800/5600", "daily_high": "67.50", "daily_low": "38.00", "session_high": "67.50", "session_low": "38.00", "session_average": "54.067", "session_change": "+0.12%"},
          {"item": "DDR5 16Gb (2Gx8) eTT", "daily_high": "25.00", "daily_low": "22.80", "session_high": "25.00", "session_low": "22.80", "session_average": "24.00", "session_change": "0.00%"},
          {"item": "DDR4 16Gb (2Gx8) 3200", "daily_high": "118.00", "daily_low": "43.00", "session_high": "118.00", "session_low": "43.00", "session_average": "93.50", "session_change": "+0.63%"},
          {"item": "DDR4 16Gb (2Gx8) eTT", "daily_high": "13.00", "daily_low": "11.00", "session_high": "13.00", "session_low": "11.00", "session_average": "11.875", "session_change": "+0.85%"},
          {"item": "DDR4 8Gb (1Gx8) 3200", "daily_high": "78.00", "daily_low": "24.00", "session_high": "78.00", "session_low": "24.00", "session_average": "45.00", "session_change": "+0.96%"},
          {"item": "DDR4 8Gb (1Gx8) eTT", "daily_high": "6.00", "daily_low": "4.80", "session_high": "6.00", "session_low": "4.80", "session_average": "4.86", "session_change": "+1.67%"},
          {"item": "DDR3 4Gb 512Mx8 1600/1866", "daily_high": "19.80", "daily_low": "9.75", "session_high": "19.80", "session_low": "9.75", "session_average": "13.81", "session_change": "-0.15%"}
        ]
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "DRAM现货会话均价多数上行→存储芯片现货端价格信号偏强→存储器厂商收入与库存重估预期变化→SEMICONDUCTOR价格预期",
    "invalidation_conditions": "TrendForce后续修订2026-09-04 14:40会话报价或更正Last Update时间，使本次报价数值失效",
    "source_urls": ["https://www.trendforce.com/price/dram/dram_spot"],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260904-chip-chain-selloff-1443",
    "title": "芯片产业链尾盘扩大跌势，多股跌超10%",
    "event_time_utc": "2026-09-04T06:43:58Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-04T06:43:58Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 97,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "source_time": "2026-09-04 14:43:58",
        "headline": "华虹宏力、强一股份、国科微均跌超10%；长电科技、长川科技、中科飞测、金海通、先导基电、通富微电等多股跌超5%",
        "snapshot": [
          {"name": "金海通", "change": "-6.65%"},
          {"name": "先导基电", "change": "-5.87%"},
          {"name": "通富微电", "change": "-4.47%"},
          {"name": "长电科技", "change": "-5.49%"},
          {"name": "长川科技", "change": "-5.71%"},
          {"name": "强一股份", "change": "-10.23%"},
          {"name": "华虹宏力", "change": "-8.88%"},
          {"name": "国科微", "change": "-9.97%"},
          {"name": "中科飞测", "change": "-6.57%"}
        ]
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "尾盘芯片产业链多只个股同步下跌→半导体板块短线风险偏好与资金承接减弱→相关成分股估值和ETF盘中价格承压→SEMICONDUCTOR价格",
    "invalidation_conditions": "财联社后续更正14:43:58行情快照，或后续收盘数据证明相关跌幅与该时点快照不一致",
    "source_urls": ["https://api3.cls.cn/share/article/2474193?os=&sv=8.4.4&app=CailianpressWap"],
    "source_tier": "B"
  }
]
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