【中信证券:NAND有望Q2起涨 模组环节将迎利润拐点】中信证券研报指出,随原厂控产影响显现,行业库存逐步消化,AI拉动需求提升,我们预计主流NAND Flash 价格有望于25Q2开涨,DRAM价格有望于25H2企稳向好,存储模组涨价早于晶圆端,国内模组厂商主要布局NAND产品,25Q2有望迎利润拐点,低价存货有望带来利润弹性,估值有望率先提升,建议关注模组环节投资机会。

金融界
28 Feb
中信证券研报指出,随原厂控产影响显现,行业库存逐步消化,AI拉动需求提升,我们预计主流NAND Flash 价格有望于25Q2开涨,DRAM价格有望于25H2企稳向好,存储模组涨价早于晶圆端,国内模组厂商主要布局NAND产品,25Q2有望迎利润拐点,低价存货有望带来利润弹性,估值有望率先提升,建议关注模组环节投资机会。

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