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\nMeritz Securities\u8cc7\u6df1\u5206\u6790\u5e2bKim Sunwoo\u8868\u793a\uff0c\u7531\u65bc\u77ed\u7f3a\u60c5\u6cc1\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u52a0\u5287\uff0cDRAM\u6676\u7247\u4f9b\u61c9\u5546\u76ee\u524d\u53ea\u80fd\u6eff\u8db3\u7d0475%\u523080%\u7684\u9700\u6c42\uff0c\u52302027\u5e74\u8a02\u55ae\u9054\u6210\u7387\uff08Fulfilment Rate\uff09\u4f30\u5c07\u8dcc\u52306\u5b57\u982d\uff0c\u5373\u4f7f\u6392\u9664\u6295\u6a5f\u8a02\u55ae\uff08speculative order\uff09\u5f8c\uff0c\u4e5f\u53ea\u80fd\u6eff\u8db3\u7d047\u6210\u7684\u9700\u6c42\u3002\u96a8\u8457\u4f9b\u61c9\u77ed\u7f3a\u6599\u5c07\u52a0\u5287\uff0c\u8a18\u61b6\u9ad4\u50f9\u683c\u548c\u7372\u5229\u53ef\u671b\u6301\u7e8c\u6539\u5584\uff0c\u5c07\u6301\u7e8c\u652f\u6490\u80a1\u50f9\u5f37\u52c1\u53cd\u5f48\u3002<\/p>\n\n\n

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\n\u5176\u4ed6\u6307\u6a19\u80a1\u65b9\u9762\uff0c\u96fb\u6c60\u5927\u5ee0LG Energy Solution\u6f324.66%\uff0c\u6597\u5c71\u6a5f\u5668\u4eba\uff08Doosan Robotics\uff09\u6f326.45%\uff0cLG\u96fb\u5b50\uff08LG Electronics\uff09\u6f325.02%\uff0c\u73fe\u4ee3\u6c7d\u8eca\u6f323.18%\uff0c\u6d66\u9805\u92fc\u9435\uff08Posco\uff09\u6f320.76%\uff0c\u4e09\u661f\u751f\u7269\u88fd\u85e5\uff08Samsung Biologics\uff09\u6f323.22%\u3002<\/p>\n\n\n

\n\u6a5f\u69cb\u6295\u8cc7\u4eba\u548c\u5916\u8cc7\u5206\u5225\u8cb7\u8d85\u97d3\u80a12162\u5104\u97d3\u5143\u548c1.4\u5146\u97d3\u5143\uff0c\u6563\u6236\u8ce3\u8d851.6\u5146\u97d3\u5143\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/07\/15 11:37<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e2d\u6642\u65b0\u805e\u7db2: https:\/\/www.chinatimes.com\/realtimenews\/20260715002100-260410<\/p>\n\n<\/div>\n\n\n

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