As of July 15, margin financing on the Shanghai Stock Exchange stood at CNY 1,444.783 bln, down CNY 7.231 bln from the prior trading day; on the Shenzhen Stock Exchange it was CNY 1,412.829 bln, down CNY 4.435 bln. Combined margin balances totaled CNY 2,857.612 bln, a decline of CNY 11.666 bln.

Citrini Research forecasts a 28.7 EB global DRAM shortfall by 2030 — about 18% of 2030 demand and versus current global capacity of roughly 40 EB. Researcher Zephyr estimates 2030 DRAM demand (including HBM) at 157.5 EB versus supply of about 128.8 EB; standard DRAM is the principal bottleneck with supply ~91 EB versus demand ~120 EB, widening the gap to about 25%. Citrini says capacity additions from Samsung, SK Hynix, Micron and Chinese fabs are likely to be quickly absorbed by surging AI-driven demand — large-model training/inference and HBM-based accelerators — which also boosts server DRAM requirements. Under this tight balance, DRAM ASPs could remain elevated at roughly $1.5–2 per Gb, keeping memory costs pressured for servers, PCs and consumer electronics.

台积电(TSM.N)：未来几年业务前景将非常看好。