EPISODE · Apr 1, 2026 · 4 MIN
2026-04-01：内存现货雪崩不是半导体周期的终结，而是“新质生产力”进入产能淘汰赛的开始
from 深度市场: A股
华强北内存条价格一夜腰斩，DDR4暴跌超30%，这难道是半导体超级周期的终结？当A股两市成交量突破两万亿天量，指数却诡异地停滞不前，主力资金究竟在掩护谁撤退？与此同时，中国创新药一季度狂揽600亿美元海外授权，基本面爆棚为何股价却迟迟不涨？本期节目，带你拨开两万亿成交量的喧嚣，寻找真正的资金暗流与避险锚点。完整研报请见：https://deepmarket.report/zh/report/cn_stocks/2026-04-01
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2026-04-01：内存现货雪崩不是半导体周期的终结，而是“新质生产力”进入产能淘汰赛的开始
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