【期貨熱點追蹤】甲醇領跌化工期貨，供應放量壓力，機構觀點指出，當前下游需求表現一般，支撐力度十分有限，短期內尚未看到可靠的增量需求，將維持弱勢震盪的格局。

Bernstein says commodity DRAM prices, which rose roughly 4.5x between 2025 Q3 and 2026 Q2, could continue to climb into 2027. That trend has pushed commodity DRAM ASP per bit to parity with or above HBM. Bernstein estimates higher bit density and better yields mean commodity DRAM could generate about twice the revenue per wafer of HBM this year and enjoy materially higher margins. HBM prices would need to rise roughly threefold to match DRAM on revenue per wafer, but suppliers are unlikely to push HBM that high because excessive HBM pricing could harm the broader AI ecosystem and ultimately curb memory demand.

China A-share gold-related stocks extended gains; Zinc Industry, Yuguang Gold & Lead and Gaoneng Environment hit daily limit-ups, while Guiyan Platinum and Zhongse Co. rose over 7%.