光大证券:存储跌价即将结束,二季度价格有望逐步回升

新华财经
Mar 04, 2025

新华财经上海3月4日电 光大证券最新报告显示,TrendForce集邦咨询认为,NAND Flash市场供需结构将有望在25年下半年显著改善,包含原厂减产、智能手机库存去化、AI及DeepSeek效应等因素将推升NAND Flash需求,从而缓解供过于求的局面,预期下半年将迎来价格回升。根据闪徳资讯,随着NAND Flash厂商积极减产以维持供需秩序,NAND Flash下游有望于2025年...

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