存储芯片暴涨160%！台湾出口炸了，这三条赛道直接起飞

发布于 2026-05-12

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data-colwidth="89" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: 1pt solid rgb(0, 0, 0);border-bottom: 1pt solid rgb(0, 0, 0);">ç»å¯¹éé¢(äº¿ç¾å)</td><td data-colwidth="96" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: 1pt solid rgb(0, 0, 0);border-bottom: 1pt solid rgb(0, 0, 0);">ç¯æ¯å¢é(%)</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: 1pt solid rgb(0, 0, 0);border-bottom: 1pt solid rgb(0, 0, 0);">åæ¯å¢é(ç¾åè®¡ä»·)</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: 1pt solid rgb(0, 0, 0);border-bottom: 1pt solid rgb(0, 0, 0);">åæ¯å¢é(æ°å°å¸è®¡ä»·)</td></tr><tr><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: 1pt solid rgb(0, 0, 0);border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">æ´ä½åºå£æ»å¼</td><td data-colwidth="89" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">676.2</td><td data-colwidth="96" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">-15.7%</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">+39.0%</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">+34.6%</td></tr><tr><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: 1pt solid rgb(0, 0, 0);border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">æ´ä½è¿å£æ»å¼</td><td data-colwidth="89" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">532.7</td><td data-colwidth="96" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">-9.6%</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">+29.2%</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">+25.1%</td></tr><tr><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: 1pt solid rgb(0, 0, 0);border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">åæè´¸æé¡ºå·®</td><td data-colwidth="89" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">143.5</td><td data-colwidth="96" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">N/A</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">N/A</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">N/A</td></tr><tr><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: 1pt solid rgb(0, 0, 0);border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">1-4æç´¯è®¡åºå£</td><td data-colwidth="89" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">2,633.5</td><td data-colwidth="96" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">N/A</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">+47.8%</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">+42.4%</td></tr><tr><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: 1pt solid rgb(0, 0, 0);border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">1-4æç´¯è®¡è¿å£</td><td data-colwidth="89" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">1,960.5</td><td data-colwidth="96" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">N/A</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 9pt 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">+33.2%</td><td data-colwidth="124" width="124" valign="top" style="padding: 12pt 0pt;border-left: none;border-right: 1pt solid rgb(0, 0, 0);border-top: none;border-bottom: 1pt solid rgb(0, 0, 0);">+28.4%</td></tr></tbody></table>å°½ç®¡39.0%çåºå£åæ¯å¢éå¨ä»»ä½å¸¸è§çå®è§ç»æµå¨æä¸é½å ªç§°åè¶ï¼ä½è¿ä¸æ°åææ¾ä½äºå¸åºæ¤åé«è¾¾55.0%è³55.3%çæ®éé¢æï¼åæ¶ä¹å¤§å¹ä½äº3æä»½åçºªå½ç61.8%çå¢éãåé¡¾3æä»½çè¡¨ç°ï¼å°æ¹¾åºå£é¢é¦æ¬¡çªç ´800äº¿ç¾åå¤§å³ï¼è¾¾å°801.8äº¿ç¾åçæäººè§æ¨¡ï¼è¿å£ä¹åä¸38.3%çæ¿å¢ï¼ä½¿å¾ç¬¬ä¸å£åº¦çç´¯è®¡åºå£é¢è¾¾å°äº1957.4äº¿ç¾åï¼åæ¯å¢é¿51.1%ï¼ãç¸è¾ä¹ä¸ï¼4æä»½çè´¸æé¡ºå·®143.5äº¿ç¾åï¼é¤äºåååæ°å¹´åæå½±åç2æä»½ä¹å¤ï¼æ¯èªå»å¹´6æä»¥æ¥çæä½æ°´å¹³ï¼ä¸ä½äºå¸åºé¢æç191äº¿ç¾åé¡ºå·®ãè¿ç§å¢éä¸çâç½è§ä¸åé¢æâï¼Rare Missï¼å¹¶éåºæ¬é¢æ¶åçä¿¡å·ï¼èæ¯ç±å¤éç»ææ§ä¸å¨ææ§å ç´ å±åä½ç¨çèªç¶åå½ãé¦åæ¯åºææåºçéæ¥æ¾ç°ãéçæ¶é´æ¨ç§»ï¼2025å¹´åæçæ¯è¾åºæ°å¼å§æ¬åï¼ç¹å«æ¯å¨æ¥å¥ä¸åå¹´åç¬¬åå£åº¦åï¼æ´å·æææ§çåºæ°æåºå°ä½¿å¾åä¹å¢éææ ä¸å¯é¿åå°åå¸¸æåå½ãå¶æ¬¡ï¼åä¸å¸åºéæ±çæç«¯èå²å¼å§å¹³æ¯ã3æä»½å¯¹ç¾åºå£åä¸äºæäººç124.0%çåæ¯å¢éï¼è¿ç§å 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