{
 "name": "王工存储指数",
 "url": "https://wangyufeng.org/storage-trend/",
 "generated_at": "2026-10-21T11:13:08Z",
 "as_of": "2026-10-21",
 "cycle": {
  "state": "分化",
  "ready_count": 9,
  "up": [
   "server_dram_pass_through",
   "dram_spot_temperature",
   "dram_ett_marginal",
   "cfm_dram_price_index",
   "legacy_dram_pressure"
  ],
  "down": [
   "nand_wafer_temperature",
   "nand_qlc_density",
   "cfm_nand_price_index"
  ],
  "flat_count": 1,
  "pending": [
   {
    "id": "dram_contract_price",
    "reason": "stale"
   }
  ]
 },
 "groups": [
  {
   "key": "sentiment",
   "title": "王工自研情绪",
   "note": "B站 · X 公开讨论样本 · 0–100 分 · 非价格"
  },
  {
   "key": "hot",
   "title": "热层",
   "note": "DRAM · HBM · 最先反应"
  },
  {
   "key": "warm",
   "title": "温层",
   "note": "NAND · SSD · 跟随热层"
  },
  {
   "key": "cold",
   "title": "冷层",
   "note": "硬盘 · 云存储 · 出厂价格 · 变化最慢"
  },
  {
   "key": "verify",
   "title": "供给与经营验证",
   "note": "出口 · 营收 · 库存 · 确认价格传导"
  },
  {
   "key": "market",
   "title": "市场价格参考",
   "note": "ETF 价格 · 不参与周期判断"
  }
 ],
 "indicators": [
  {
   "id": "x_storage_sentiment",
   "title": "X 存储博主情绪",
   "short": "X 存储博主情绪",
   "group": "sentiment",
   "value": 68.1,
   "value_text": "68.1",
   "unit": "分 · 0–100",
   "date": "2026-10-08",
   "freshness": "fresh",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 79,
    "start": "2026-07-21",
    "end": "2026-10-08",
    "first": 57.4,
    "last": 68.1,
    "text": "+10.7 分",
    "change_pct": null,
    "change_points": 10.7
   },
   "market_type": "sentiment_index",
   "source": "X 存储讨论公开样本",
   "source_url": "https://x.com/"
  },
  {
   "id": "bilibili_ai_sentiment",
   "title": "B站 AI 接受度",
   "short": "B站 AI 接受度",
   "group": "sentiment",
   "value": 52.1,
   "value_text": "52.1",
   "unit": "分 · 0–100",
   "date": "2026-09-29",
   "freshness": "watch",
   "cycle": null,
   "trend": {
    "direction": "down",
    "window_days": 396,
    "start": "2025-08-01",
    "end": "2026-09-01",
    "first": 50.0,
    "last": 47.86,
    "text": "−2.1 分",
    "change_pct": null,
    "change_points": -2.14
   },
   "market_type": "sentiment_index",
   "source": "B站 AI 视频评论情绪",
   "source_url": "https://www.bilibili.com/"
  },
  {
   "id": "dram_spot_temperature",
   "title": "DDR5 16Gb 颗粒现货均价",
   "short": "DDR5 16Gb 现货",
   "group": "hot",
   "value": 60.867,
   "value_text": "60.867",
   "unit": "USD / 颗",
   "date": "2026-10-21",
   "freshness": "fresh",
   "cycle": "ready",
   "trend": {
    "direction": "up",
    "window_days": 111,
    "start": "2026-07-03",
    "end": "2026-10-21",
    "first": 46.667,
    "last": 60.867,
    "text": "+30.4%",
    "change_pct": 30.43,
    "change_points": null
   },
   "market_type": "spot",
   "source": "TrendForce DRAM Price",
   "source_url": "https://www.trendforce.com/pricedetail/dram/dram_spot"
  },
  {
   "id": "dram_ett_marginal",
   "title": "DDR5 16Gb eTT 现货均价",
   "short": "DDR5 16Gb eTT",
   "group": "hot",
   "value": 28.6,
   "value_text": "28.60",
   "unit": "USD / 颗",
   "date": "2026-10-21",
   "freshness": "fresh",
   "cycle": "ready",
   "trend": {
    "direction": "up",
    "window_days": 108,
    "start": "2026-07-06",
    "end": "2026-10-21",
    "first": 23.3,
    "last": 28.6,
    "text": "+22.7%",
    "change_pct": 22.75,
    "change_points": null
   },
   "market_type": "spot",
   "source": "TrendForce DRAM Price",
   "source_url": "https://www.trendforce.com/pricedetail/dram/dram_spot"
  },
  {
   "id": "legacy_dram_pressure",
   "title": "DDR4 16Gb 颗粒现货均价",
   "short": "DDR4 16Gb 现货",
   "group": "hot",
   "value": 83.117,
   "value_text": "83.117",
   "unit": "USD / 颗",
   "date": "2026-10-21",
   "freshness": "fresh",
   "cycle": "ready",
   "trend": {
    "direction": "up",
    "window_days": 108,
    "start": "2026-07-06",
    "end": "2026-10-21",
    "first": 76.625,
    "last": 83.117,
    "text": "+8.5%",
    "change_pct": 8.47,
    "change_points": null
   },
   "market_type": "spot",
   "source": "TrendForce DRAM Price",
   "source_url": "https://www.trendforce.com/pricedetail/dram/dram_spot"
  },
  {
   "id": "nand_wafer_temperature",
   "title": "512Gb TLC NAND 原片现货均价",
   "short": "512Gb TLC 原片",
   "group": "warm",
   "value": 18.833,
   "value_text": "18.833",
   "unit": "USD / 颗",
   "date": "2026-10-12",
   "freshness": "fresh",
   "cycle": "ready",
   "trend": {
    "direction": "down",
    "window_days": 113,
    "start": "2026-06-22",
    "end": "2026-10-12",
    "first": 20.069,
    "last": 18.833,
    "text": "−6.2%",
    "change_pct": -6.16,
    "change_points": null
   },
   "market_type": "spot",
   "source": "TrendForce NAND / Flash Price",
   "source_url": "https://www.trendforce.com/pricedetail/flash/wafer_spot"
  },
  {
   "id": "nand_qlc_density",
   "title": "1Tb QLC NAND 原片当前价",
   "short": "1Tb QLC 原片",
   "group": "warm",
   "value": 25.0,
   "value_text": "25.00",
   "unit": "USD · 来源口径",
   "date": "2026-10-21",
   "freshness": "fresh",
   "cycle": "ready",
   "trend": {
    "direction": "down",
    "window_days": 108,
    "start": "2026-07-06",
    "end": "2026-10-21",
    "first": 26.5,
    "last": 25.0,
    "text": "−5.7%",
    "change_pct": -5.66,
    "change_points": null
   },
   "market_type": "public_price_row",
   "source": "CFM 闪存市场",
   "source_url": "https://www.chinaflashmarket.com/price"
  },
  {
   "id": "server_dram_pass_through",
   "title": "DDR5 RDIMM 32GB 服务器内存现货均价",
   "short": "DDR5 RDIMM 32GB",
   "group": "hot",
   "value": 2185.0,
   "value_text": "2,185.00",
   "unit": "USD / 条",
   "date": "2026-10-12",
   "freshness": "watch",
   "cycle": "ready",
   "trend": {
    "direction": "up",
    "window_days": 102,
    "start": "2026-07-03",
    "end": "2026-10-12",
    "first": 1335.0,
    "last": 2185.0,
    "text": "+63.7%",
    "change_pct": 63.67,
    "change_points": null
   },
   "market_type": "module_spot",
   "source": "TrendForce DRAM Price",
   "source_url": "https://www.trendforce.com/pricedetail/dram/module_spot"
  },
  {
   "id": "ssd_warm_storage_pass_through",
   "title": "1TB Client SSD 合约均价",
   "short": "1TB Client SSD 合约均价",
   "group": "warm",
   "value": 321.0,
   "value_text": "321.00",
   "unit": "USD / 块",
   "date": "2026-08-05",
   "freshness": "stale",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 101,
    "start": "2026-04-27",
    "end": "2026-08-05",
    "first": 270.1,
    "last": 321.0,
    "text": "+18.8%",
    "change_pct": 18.84,
    "change_points": null
   },
   "market_type": "contract",
   "source": "TrendForce NAND / Flash Price",
   "source_url": "https://www.trendforce.com/pricedetail/flash/pcc_oem_ssd_contract"
  },
  {
   "id": "mobile_storage_pass_through",
   "title": "UFS 2.2 256GB 移动存储当前价",
   "short": "UFS 2.2 256GB 移动存储当前价",
   "group": "warm",
   "value": 60.0,
   "value_text": "60.00",
   "unit": "USD · 来源口径",
   "date": "2026-10-21",
   "freshness": "fresh",
   "cycle": null,
   "trend": {
    "direction": "flat",
    "window_days": 108,
    "start": "2026-07-06",
    "end": "2026-10-21",
    "first": 60.0,
    "last": 60.0,
    "text": "0.0%",
    "change_pct": 0.0,
    "change_points": null
   },
   "market_type": "public_price_row",
   "source": "CFM 闪存市场",
   "source_url": "https://www.chinaflashmarket.com/price"
  },
  {
   "id": "hbm_hot_layer_tightness",
   "title": "HBM 供需紧张度评分",
   "short": "HBM 供需紧张度",
   "group": "hot",
   "value": 4.0,
   "value_text": "4",
   "unit": "分 · 满分 5",
   "date": "2026-09-30",
   "freshness": "watch",
   "cycle": "ready",
   "trend": {
    "direction": "flat",
    "window_days": 88,
    "start": "2026-07-05",
    "end": "2026-09-30",
    "first": 4.0,
    "last": 4.0,
    "text": "0.0%",
    "change_pct": 0.0,
    "change_points": null
   },
   "market_type": "news_proxy",
   "source": "HBM Proxy Events",
   "source_url": "https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf"
  },
  {
   "id": "ddr5_retail_pass_through",
   "title": "DDR5 消费级内存零售低价",
   "short": "DDR5 消费级内存零售低价",
   "group": "hot",
   "value": 13.4062,
   "value_text": "13.4062",
   "unit": "USD / GB",
   "date": "2026-09-01",
   "freshness": "watch",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 428,
    "start": "2025-07-01",
    "end": "2026-09-01",
    "first": 2.16646,
    "last": 13.40625,
    "text": "+519%",
    "change_pct": 518.81,
    "change_points": null
   },
   "market_type": "retail_history",
   "source": "Stanford DAM Memory Prices",
   "source_url": "https://dam.stanford.edu/memory-prices.html"
  },
  {
   "id": "nand_retail_ssd_floor",
   "title": "NAND 消费级 NVMe SSD 零售低价",
   "short": "NAND 消费级 NVMe SSD 零售低价",
   "group": "warm",
   "value": 0.0793,
   "value_text": "0.0793",
   "unit": "USD / GB",
   "date": "2026-09-01",
   "freshness": "watch",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 428,
    "start": "2025-07-01",
    "end": "2026-09-01",
    "first": 0.04462,
    "last": 0.07932,
    "text": "+77.8%",
    "change_pct": 77.77,
    "change_points": null
   },
   "market_type": "retail_history",
   "source": "Stanford DAM Memory Prices",
   "source_url": "https://dam.stanford.edu/memory-prices.html"
  },
  {
   "id": "hbm_estimated_price",
   "title": "HBM3e 公开估算中点",
   "short": "HBM3e 公开估算中点",
   "group": "hot",
   "value": 16.0,
   "value_text": "≈ 16",
   "unit": "USD / GB",
   "date": "2026-03-01",
   "freshness": "stale",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 182,
    "start": "2025-09-01",
    "end": "2026-03-01",
    "first": 15.0,
    "last": 16.0,
    "text": "+6.7%",
    "change_pct": 6.67,
    "change_points": null
   },
   "market_type": "analyst_estimate",
   "source": "Stanford DAM Memory Prices",
   "source_url": "https://dam.stanford.edu/memory-prices.html"
  },
  {
   "id": "hbm_ai_component_share",
   "title": "HBM AI 芯片组件成本占比",
   "short": "HBM AI 芯片组件成本占比",
   "group": "hot",
   "value": 63.42,
   "value_text": "63.42%",
   "unit": "占 AI 芯片组件成本",
   "date": "2025-10-01",
   "freshness": "stale",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 93,
    "start": "2025-07-01",
    "end": "2025-10-01",
    "first": 61.29,
    "last": 63.42,
    "text": "+3.5%",
    "change_pct": 3.48,
    "change_points": null
   },
   "market_type": "ai_component_cost_share",
   "source": "Stanford DAM Memory Prices",
   "source_url": "https://dam.stanford.edu/memory-prices.html"
  },
  {
   "id": "taiwan_dram_revenue_validation",
   "title": "台湾 DRAM 厂月营收合计",
   "short": "台湾 DRAM 厂月营收合计",
   "group": "verify",
   "value": 81005.0,
   "value_text": "81,005",
   "unit": "百万新台币",
   "date": "2026-09-30",
   "freshness": "fresh",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 427,
    "start": "2025-07-31",
    "end": "2026-09-30",
    "first": 16100.423,
    "last": 81005.062,
    "text": "+403%",
    "change_pct": 403.12,
    "change_points": null
   },
   "market_type": "official_company_revenue_validation",
   "source": "TWSE / MOPS Taiwan Memory Revenue",
   "source_url": "https://mopsov.twse.com.tw/nas/t21/sii/t21sc03_115_9_0.html"
  },
  {
   "id": "taiwan_storage_module_revenue_validation",
   "title": "台湾存储模组/控制器月营收合计",
   "short": "台湾存储模组/控制器月营收合计",
   "group": "verify",
   "value": 59487.0,
   "value_text": "59,487",
   "unit": "百万新台币",
   "date": "2026-09-30",
   "freshness": "fresh",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 427,
    "start": "2025-07-31",
    "end": "2026-09-30",
    "first": 13557.282,
    "last": 59486.54,
    "text": "+339%",
    "change_pct": 338.78,
    "change_points": null
   },
   "market_type": "official_company_revenue_validation",
   "source": "TWSE / MOPS Taiwan Memory Revenue",
   "source_url": "https://mopsov.twse.com.tw/nas/t21/otc/t21sc03_115_9_0.html"
  },
  {
   "id": "cold_storage_anchor",
   "title": "AWS S3 Standard 每 GB 月单价",
   "short": "AWS S3 Standard 每 GB 月单价",
   "group": "cold",
   "value": 0.023,
   "value_text": "0.023",
   "unit": "USD / GB · 月",
   "date": "2026-10-15",
   "freshness": "fresh",
   "cycle": null,
   "trend": {
    "direction": "flat",
    "window_days": 105,
    "start": "2026-07-03",
    "end": "2026-10-15",
    "first": 0.023,
    "last": 0.023,
    "text": "0.0%",
    "change_pct": 0.0,
    "change_points": null
   },
   "market_type": "cloud_list_price",
   "source": "AWS S3 Price List (us-east-1)",
   "source_url": "https://pricing.us-east-1.amazonaws.com/offers/v1.0/aws/AmazonS3/current/us-east-1/index.csv"
  },
  {
   "id": "storage_device_ppi",
   "title": "美国存储设备 PPI 指数",
   "short": "美国存储设备 PPI 指数",
   "group": "cold",
   "value": 117.231,
   "value_text": "117.231",
   "unit": "指数 · 2004-12 = 100",
   "date": "2026-09-01",
   "freshness": "watch",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 124,
    "start": "2026-05-01",
    "end": "2026-09-01",
    "first": 73.772,
    "last": 117.231,
    "text": "+58.9%",
    "change_pct": 58.91,
    "change_points": null
   },
   "market_type": "official_macro_index",
   "source": "FRED / BLS Storage and Semiconductor PPI",
   "source_url": "https://fred.stlouisfed.org/series/PCU334112334112"
  },
  {
   "id": "cfm_nand_price_index",
   "title": "CFM NAND 价格指数",
   "short": "CFM NAND 指数",
   "group": "warm",
   "value": 2946.77,
   "value_text": "2,946.77",
   "unit": "指数",
   "date": "2026-10-21",
   "freshness": "fresh",
   "cycle": "ready",
   "trend": {
    "direction": "down",
    "window_days": 225,
    "start": "2026-03-10",
    "end": "2026-10-20",
    "first": 3046.26,
    "last": 2946.77,
    "text": "−3.3%",
    "change_pct": -3.27,
    "change_points": null
   },
   "market_type": "index",
   "source": "CFM 闪存市场",
   "source_url": "https://www.chinaflashmarket.com/price"
  },
  {
   "id": "cfm_dram_price_index",
   "title": "CFM DRAM 价格指数",
   "short": "CFM DRAM 指数",
   "group": "hot",
   "value": 4406.51,
   "value_text": "4,406.51",
   "unit": "指数",
   "date": "2026-10-21",
   "freshness": "fresh",
   "cycle": "ready",
   "trend": {
    "direction": "up",
    "window_days": 225,
    "start": "2026-03-10",
    "end": "2026-10-20",
    "first": 3811.51,
    "last": 4406.51,
    "text": "+15.6%",
    "change_pct": 15.61,
    "change_points": null
   },
   "market_type": "index",
   "source": "CFM 闪存市场",
   "source_url": "https://www.chinaflashmarket.com/price"
  },
  {
   "id": "dram_contract_price",
   "title": "DRAM 合约价（DDR5 8GB SO-DIMM）",
   "short": "DRAM 合约价",
   "group": "hot",
   "value": 133.0,
   "value_text": "133.00",
   "unit": "USD / 条",
   "date": "2026-08-31",
   "freshness": "stale",
   "cycle": "pending",
   "trend": {
    "direction": "up",
    "window_days": 63,
    "start": "2026-06-30",
    "end": "2026-08-31",
    "first": 115.0,
    "last": 133.0,
    "text": "+15.7%",
    "change_pct": 15.65,
    "change_points": null
   },
   "market_type": "contract",
   "source": "TrendForce DRAM Price",
   "source_url": "https://www.trendforce.com/pricedetail/dram/dram_contract"
  },
  {
   "id": "wd_nearline_hdd_exabytes",
   "title": "Western Digital 近线 HDD 季度出货容量",
   "short": "Western Digital 近线 HDD 季度出货容量",
   "group": "cold",
   "value": 209.0,
   "value_text": "209",
   "unit": "EB · 季度出货",
   "date": "2026-08-05",
   "freshness": "watch",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 372,
    "start": "2025-07-30",
    "end": "2026-08-05",
    "first": 170,
    "last": 209,
    "text": "+22.9%",
    "change_pct": 22.94,
    "change_points": null
   },
   "market_type": "official_company_kpi",
   "source": "存储厂商官方经营指标",
   "source_url": "https://investor.wdc.com/static-files/e1f02f77-4432-42c3-8bd4-024371f40e54"
  },
  {
   "id": "micron_inventory_days",
   "title": "Micron 库存天数",
   "short": "Micron 库存天数",
   "group": "verify",
   "value": 129.0,
   "value_text": "129",
   "unit": "天",
   "date": "2026-09-30",
   "freshness": "fresh",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 373,
    "start": "2025-09-23",
    "end": "2026-09-30",
    "first": 124,
    "last": 129,
    "text": "+4.0%",
    "change_pct": 4.03,
    "change_points": null
   },
   "market_type": "official_company_kpi",
   "source": "存储厂商官方经营指标",
   "source_url": "https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf"
  },
  {
   "id": "korea_dram_export_unit_value",
   "title": "韩国 DRAM 出口重量单价",
   "short": "韩国 DRAM 出口重量单价",
   "group": "verify",
   "value": null,
   "value_text": "71,696.58",
   "unit": "USD / 千克",
   "date": "2026-09-30",
   "freshness": "fresh",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 426,
    "start": "2025-07-31",
    "end": "2026-09-30",
    "first": 14925.0,
    "last": 71696.5811965812,
    "text": "+380%",
    "change_pct": 380.38,
    "change_points": null
   },
   "market_type": "export_unit_value",
   "source": "K-Stat Korea Memory Exports",
   "source_url": "https://m.stat.kita.net/stat/kts/pum/ItemImpExpDetailPopup.screen"
  },
  {
   "id": "korea_dram_exports",
   "title": "韩国 DRAM 出口额",
   "short": "韩国 DRAM 出口额",
   "group": "verify",
   "value": null,
   "value_text": "16,777.00",
   "unit": "百万美元",
   "date": "2026-09-30",
   "freshness": "fresh",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 426,
    "start": "2025-07-31",
    "end": "2026-09-30",
    "first": 2388.0,
    "last": 16777.0,
    "text": "+603%",
    "change_pct": 602.55,
    "change_points": null
   },
   "market_type": "export_value",
   "source": "K-Stat Korea Memory Exports",
   "source_url": "https://m.stat.kita.net/stat/kts/pum/ItemImpExpDetailPopup.screen"
  },
  {
   "id": "korea_flash_exports",
   "title": "韩国 Flash/NAND 出口额",
   "short": "韩国 Flash/NAND 出口额",
   "group": "verify",
   "value": null,
   "value_text": "3,297.00",
   "unit": "百万美元",
   "date": "2026-09-30",
   "freshness": "fresh",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 426,
    "start": "2025-07-31",
    "end": "2026-09-30",
    "first": 462.0,
    "last": 3297.0,
    "text": "+614%",
    "change_pct": 613.64,
    "change_points": null
   },
   "market_type": "export_value",
   "source": "K-Stat Korea Memory Exports",
   "source_url": "https://m.stat.kita.net/stat/kts/pum/ItemImpExpDetailPopup.screen"
  },
  {
   "id": "roundhill_dram_etf_market_price",
   "title": "DRAM ETF 市场价格",
   "short": "DRAM ETF 市场价格",
   "group": "market",
   "value": 56.93,
   "value_text": "56.93",
   "unit": "USD / 份额",
   "date": "2026-10-08",
   "freshness": "stale",
   "cycle": null,
   "trend": {
    "direction": "up",
    "window_days": 189,
    "start": "2026-04-02",
    "end": "2026-10-08",
    "first": 27.76,
    "last": 56.93,
    "text": "+105%",
    "change_pct": 105.08,
    "change_points": null
   },
   "market_type": "etf_official_closing_price_reference",
   "source": "Roundhill Investments",
   "source_url": "https://www.roundhillinvestments.com/etf/dram/"
  }
 ],
 "sources": [
  {
   "name": "TrendForce DRAM Price",
   "url": "https://www.trendforce.com/price/dram/dram_spot",
   "date": "2026-10-21",
   "freshness": "fresh"
  },
  {
   "name": "TrendForce NAND / Flash Price",
   "url": "https://www.trendforce.com/price/flash/emmc_spot",
   "date": "2026-10-12",
   "freshness": "fresh"
  },
  {
   "name": "CFM 闪存市场",
   "url": "https://www.chinaflashmarket.com/price",
   "date": "2026-10-21",
   "freshness": "fresh"
  },
  {
   "name": "AWS S3 Price List (us-east-1)",
   "url": "https://pricing.us-east-1.amazonaws.com/offers/v1.0/aws/AmazonS3/current/us-east-1/index.csv",
   "date": "2026-10-15",
   "freshness": "fresh"
  },
  {
   "name": "Azure Blob Storage Retail Prices (eastus)",
   "url": "https://prices.azure.com/api/retail/prices?currencyCode=USD&$filter=serviceName%20eq%20%27Storage%27%20and%20armRegionName%20eq%20%27eastus%27%20and%20priceType%20eq%20%27Consumption%27%20and%20productName%20eq%20%27Blob%20Storage%27%20and%20contains(meterName,%20%27Data%20Stored%27)",
   "date": "2026-10-21",
   "freshness": "fresh"
  },
  {
   "name": "FRED / BLS Storage and Semiconductor PPI",
   "url": "https://fred.stlouisfed.org/graph/fredgraph.csv?id=PCU334112334112,PCU33443344",
   "date": "2026-09-01",
   "freshness": "watch"
  },
  {
   "name": "HBM Proxy Events",
   "url": null,
   "date": "2026-09-30",
   "freshness": "watch"
  },
  {
   "name": "K-Stat Korea Memory Exports",
   "url": "https://m.stat.kita.net/stat/kts/pum/ItemImpExpDetailPopup.screen",
   "date": "2026-09-30",
   "freshness": "fresh"
  },
  {
   "name": "Stanford DAM Memory Prices",
   "url": "https://dam.stanford.edu/assets/memory-prices/memory-prices.csv",
   "date": "2026-09-01",
   "freshness": "watch"
  },
  {
   "name": "TWSE / MOPS Taiwan Memory Revenue",
   "url": "https://mopsov.twse.com.tw/nas/t21/",
   "date": "2026-09-30",
   "freshness": "fresh"
  },
  {
   "name": "B站 AI 评论情绪",
   "url": null,
   "date": "2026-09-29",
   "freshness": "watch"
  },
  {
   "name": "存储厂商官方经营指标",
   "url": null,
   "date": "2026-09-30",
   "freshness": "fresh"
  },
  {
   "name": "X 存储讨论公开样本",
   "url": null,
   "date": "2026-10-08",
   "freshness": "fresh"
  }
 ],
 "notes": [
  "引用数值请同时给出数据日期；各指标更新频率不同。",
  "涨跌按各指标自己的窗口首尾计算，窗口长度不同，幅度不能直接横向比较。",
  "偏旧指标不参与周期判断。",
  "HBM 没有公开现货市场，相关数值是公开估算或证据打分，不是成交价。",
  "自研情绪是公开样本打分，不是市场价格，也不代表平台全体用户。"
 ],
 "disclaimer": "数据仅供产业研究，不构成投资建议。",
 "links": {
  "page": "https://wangyufeng.org/storage-trend/",
  "markdown": "https://wangyufeng.org/storage-trend/index.md",
  "llms": "https://wangyufeng.org/storage-trend/llms.txt",
  "snapshot_api": "https://storage-trend-api.wangyufeng.workers.dev/api/snapshot",
  "history_api": "https://storage-trend-api.wangyufeng.workers.dev/api/public-history"
 }
}