$DRAM Catalyst Posts
September 30, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $DRAM Profile · Market Rankings
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1 source posts analyzed· 2026-09-30T01:40:26.215460+00:00AI需求分化：Token用量激增，H100跌价B200反弹，DRAM五连涨后首次回落 摩根大通最新报告揭示AI基础设施市场深层裂变：9月Token用量环比暴增71%、同比飙至30倍，但价格却同比腰斩55%，廉价开源模型DeepSeek、GLM正以"以量换价"重塑行业格局。与此同时，H100租赁价格转跌、DRAM五连涨后首现回落，供给扩张压力隐现，算力市场繁荣表象之下暗流涌动。