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Jukan, a semiconductor analyst at Citrini Research, has shifted to a more positive stance on DRAM, following a bearish report released on July 3rd. Specifically, Citrini Research believes the fundamentals of DRAM are solid. DRAM inventories at US hyp

2026-09-07

Jukan, a semiconductor analyst at Citrini Research, has shifted to a more positive stance on DRAM, following a bearish report released on July 3rd. Specifically, Citrini Research believes the fundamentals of DRAM are solid. DRAM inventories at US hyperscale manufacturers are already at low levels, with further room for reduction. Regarding prices, Citrini Research expects DRAM mixed contract prices to rise by approximately 10% quarter-over-quarter in Q4 2026 (compared to a high-double-digit increase in Q3). The fundamentals of NAND are weaker. While prices achieved high-double-digit quarter-over-quarter growth in Q3 2026, the increase is expected to slow significantly in Q4, recording only low single-digit quarter-over-quarter growth, due to weakening demand from mobile devices and high inventory levels.

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2026-09-07

A strong non-farm payroll report boosted expectations of an interest rate hike, keeping bullish sentiment in the gold market strong. Escalating tensions between the US and Iran pushed crude oil higher on Monday. What will the market sentiment be like

A strong non-farm payroll report boosted expectations of an interest rate hike, keeping bullish sentiment in the gold market strong. Escalating tensions between the US and Iran pushed crude oil higher on Monday. What will the market sentiment be like going forward? Visit and subscribe to the "Database - Gain Capital Market Barometer" (data updated every 10 minutes).
2026-09-07

A-share property sector saw a brief move; Jingneng Zhiye hit the daily limit-up, while Yangguang, Jingtou Development, Wantong Development, Yingxin Development and Shenshenfang A also rose.

A-share property sector saw a brief move; Jingneng Zhiye hit the daily limit-up, while Yangguang, Jingtou Development, Wantong Development, Yingxin Development and Shenshenfang A also rose.
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