尽管投资者担忧行业已触及周期顶点，但摩根士丹利分析师指出，存储芯片企业仍拥有广阔的长期增长空间。虽然华尔街对这些公司的长期增长前景缺乏坚定信心，但分析师认为存储芯片供应正面临严重瓶颈，并将持续推动价格上涨。
分析师特别强调，人工智能应用正在吞噬大量存储芯片产能，导致其他行业供给不足，进而制约了个人电脑和智能手机的生产规模。针对当前高企的利润率水平，分析师表示："81%的毛利率虽未必成为新常态，但在未来几个季度——甚至可能延续至未来两年内——我们很难看到该指标出现恶化。"
尽管投资者担忧行业已触及周期顶点，但摩根士丹利分析师指出，存储芯片企业仍拥有广阔的长期增长空间。虽然华尔街对这些公司的长期增长前景缺乏坚定信心，但分析师认为存储芯片供应正面临严重瓶颈，并将持续推动价格上涨。
分析师特别强调，人工智能应用正在吞噬大量存储芯片产能，导致其他行业供给不足，进而制约了个人电脑和智能手机的生产规模。针对当前高企的利润率水平，分析师表示："81%的毛利率虽未必成为新常态，但在未来几个季度——甚至可能延续至未来两年内——我们很难看到该指标出现恶化。"
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