分析：2027至2028年存储芯片真实订单远超供应能力，民主党政策冲击难以改变供需格局

【分析：2027至2028年存储芯片真实订单远超供应能力，民主党政策冲击难以改变供需格局】金色财经报道，11月5日，韩国证券公司Meritz Securities指出，存储芯片厂商目前收到的2027-2028年订单远超产能，即使美国民主党在中期选举中取得优势，导致部分数据中心项目延期或调整，也不太可能从根本上改变存储芯片供应短缺的局面。Meritz表示，今年存储芯片订单交付率(可供应产能与订单量之比)一直维持在80%-85%的较低水平，推动存储芯片售价大幅上涨。预计2027年供需缺口将进一步扩大，订单交付率可能降至约80%。此外，OpenAI CEO Sam Altman近期访问韩国期间，曾要求SK hynix和Samsung Electronics提供2027-2030年的HBM等定制化存储产品，需求规模甚至超过两家公司的可供应产能。(2026-11-05 16:55:28)

排名	#	交易平台	24H成交额	成交涨跌幅	活跃度
1	OKX 欧易OKX	$184.69亿	-11.4%	86.7%	86.7%
2	HTX 火币huobi	$26.51亿	0.43%	68.6%	68.6%
3	Binance 币安网	$398.85亿	-8.25%	85.4%	85.4%
4	Coinbase Coinbase	$9.35亿	-15.3%	69.3%	69.3%
5	Bybit Bybit	$112.16亿	-6.8%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.72亿	-8.46%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.11亿	19.35%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.32亿	-8.55%	68.4%	68.4%
9	Upbit Upbit	$2.83亿	-21.35%	56.9%	56.9%
10	Bitget Bitget	$73.25亿	0.49%	71.1%	71.1%
11	Deribit Deribit	$4.52亿	5.36%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,046.47万	-18.11%	59.5%	59.5%
13	BiKing 币王	$217.97亿	-0.43%	31%	31%
14	MEXC MEXC	$111.37亿	1.28%	76.2%	76.2%
15	Bithumb Bithumb	$1.43亿	-9.54%	66.9%	66.9%
16	gate.io 大门	$107.26亿	-12.46%	55.2%	55.2%
17	BitTap 币泰	$11.64亿	-6.56%	26%	26%
18	Hyperliquid Hyperliquid	$16.45亿	26.56%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.12亿	-10.57%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,645.08万	-21.16%	58.2%	58.2%

排名	#	币种	最新价	24H最高	24H最低	24H量	流通市值	24H涨跌幅
1	BTC 比特币	$ 80408.8	$8.12万	$7.80万	$10.88亿	$1.61兆	2.55%	2.55%
2	ETH 以太坊	$ 2419.33	$2,450.30	$2,310.41	$5.02亿	$2,919.97亿	4.16%	4.16%
3	XRP 瑞波币	$ 1.3196	$1.34	$1.28	$5,064.20万	$803.86亿	2.88%	2.88%
4	BNB 币安币	$ 715.6	$723.40	$698.20	$1,408.82万	$975.79亿	1.89%	1.89%
5	USDC USD Coin	$ 1.00079	$1.00	$1.00	$8,142.95万	$707.71亿	-0.04%	-0.04%
6	SOL Solana	$ 96.79	$98.13	$92.47	$1.17亿	$548.36亿	3.85%	3.85%
7	TRX 波场	$ 0.3184	$0.32	$0.31	$744.23万	$301.58亿	-1.05%	-1.05%
8	DOGE 狗狗币	$ 0.07704	$0.08	$0.07	$2,307.82万	$129.60亿	2.43%	2.43%
9	BCH 比特现金	$ 288.48	$290.18	$272.30	$449.14万	$57.63亿	4.65%	4.65%
10	HYPE Hyperliquid	$ 83.54	$88.88	$82.77	$3,558.01万	$283.49亿	-3.66%	-3.66%
11	ADA 艾达币	$ 0.19908	$0.20	$0.19	$571.14万	$71.57亿	4.12%	4.12%
12	WBTC Wrapped Bitcoin	$ 80143.8	$8.12万	$7.78万	$6.39万	$103.32亿	2.36%	2.36%
13	LEO UNUS SED LEO	$ 9.383	$9.43	$9.31	$449.17	$86.48亿	0.63%	0.63%
14	LINK ChainLink	$ 11.583	$11.80	$11.05	$1,432.10万	$78.54亿	4.01%	4.01%
15	XLM 恒星币	$ 0.1675	$0.17	$0.16	$442.21万	$54.29亿	2.11%	2.11%
16	LTC 莱特币	$ 56.22	$57.05	$54.48	$479.44万	$43.13亿	2.79%	2.79%
17	HBAR Hedera Hashgraph	$ 0.07284	$0.07	$0.07	$63.07万	$31.17亿	3.14%	3.14%
18	ZEC 大零币	$ 1326.45	$1,350.91	$1,271.10	$4,102.61万	$218.55亿	3.03%	3.03%
19	AVAX Avalanche	$ 8.763	$9.16	$8.62	$528.63万	$37.70亿	0.75%	0.75%
20	SHIB Shiba Inu	$ 0.00000475	$0.00	$0.00	$45.26万	$27.99亿	1.34%	1.34%
21	SUI Sui	$ 0.9312	$0.96	$0.90	$1,251.32万	$35.31亿	2%	2%
22	CRO Cronos	$ 0.05235	$0.05	$0.05	$8.68万	$20.21亿	2.3%	2.3%
23	WLFI worldlibertyfinancial-education	$ 0.04676	$0.05	$0.05	$240.17万	$12.50亿	-4.12%	-4.12%
24	UNI Uniswap	$ 7.581	$7.82	$7.26	$1,408.63万	$48.15亿	1.44%	1.44%
25	DOT 波卡币	$ 0.9572	$1.00	$0.94	$66.48万	$15.82亿	0.67%	0.67%
26	MNT Mantle	$ 0.4722	$0.48	$0.46	$34.68万	$15.36亿	2.58%	2.58%
27	PAXG PAX Gold	$ 4117.28	$4,138.40	$4,028.41	$202.53万	$15.68亿	1.78%	1.78%
28	ASTER Aster	$ 0.7107	$0.71	$0.69	$297.85万	$17.74亿	0.77%	0.77%
29	AAVE Aave	$ 133.58	$137.00	$129.76	$811.81万	$20.46亿	2.01%	2.01%
30	HTX HTX	$ 0.000001565	$0.00	$0.00	$7,030.47	$15.65亿	-0.22%	-0.22%
31	TAO Bittensor	$ 236.05	$240.28	$227.32	$239.16万	$24.94亿	2.6%	2.6%
32	OKB OK币	$ 111.46	$113.45	$107.57	$14.07万	$23.41亿	2.38%	2.38%
33	PEPE Pepe	$ 0.000004984	$0.00	$0.00	$1,454.90万	$20.97亿	-2.02%	-2.02%
34	ETC 以太经典	$ 7.461	$7.49	$7.08	$44.32万	$11.57亿	4.26%	4.26%
35	NEAR NEAR Protocol	$ 4.03	$4.27	$3.96	$2,503.84万	$51.77亿	-1.05%	-1.05%
36	ICP Internet Computer(Dfinity)	$ 2.654	$2.67	$2.51	$27.27万	$14.50亿	4.94%	4.94%
37	PI Pi Network	$ 0.07707	$0.08	$0.08	$43.43万	$6.46亿	2.29%	2.29%
38	WLD Worldcoin	$ 0.3782	$0.40	$0.37	$1,295.50万	$10.23亿	-2.72%	-2.72%
39	ATOM 阿童木	$ 1.529	$1.54	$1.42	$21.16万	$7.44亿	6.92%	6.92%
40	FDUSD First Digital USD	$ 0.9989	$1.00	$1.00	$819.16万	$9.82亿	0.15%	0.15%
41	ENA Ethena	$ 0.1812	$0.19	$0.18	$694.38万	$14.42亿	-0.98%	-0.98%
42	USDD USDD	$ 0.9989	$1.00	$1.00	$3.08万	$8.54亿	0%	0%
43	KAS Kaspa	$ 0.03209	$0.03	$0.03	$127.41万	$8.69亿	1.93%	1.93%
44	QNT Quant	$ 205.49	$211.31	$194.77	$130.62万	$24.81亿	5.27%	5.27%
45	ALGO Algorand	$ 0.10141	$0.10	$0.09	$12.23万	$8.96亿	7.28%	7.28%
46	FLR Flare	$ 0.006081	$0.01	$0.01	$3.33万	$5.03亿	1.31%	1.31%
47	XDC XDC Network	$ 0.03183	$0.03	$0.03	$31.26万	$6.07亿	1.33%	1.33%
48	APT Aptos	$ 0.6428	$0.66	$0.62	$65.72万	$4.83亿	1.34%	1.34%

分析：2027至2028年存储芯片真实订单远超供应能力，民主党政策冲击难以改变供需格局

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