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Web3-Lucky
DRAM 格局正在重塑：三星 33%→38%，重夺第一；SK 海力士 39%→25%，份额大幅回落；美光微升至 24%；长鑫存储一举冲到 10%，增速亮眼。三足鼎立的旧格局被打破，四强竞逐的新局面成型。
盘面同步反映：存储股分化明显，海力士走势偏弱，美光弹性更强。AI 驱动的存储大周期依然成立，但份额此消彼长——不能再把存储当成一个板块整体去炒，个股必须分开看。
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