研报掘金丨长城证券:江波龙成长空间广阔,维持“增持”评级

格隆汇
19 Jun

长城证券研报指出,6月16日,江波龙携手Sandisk闪迪签署合作备忘录共启UFS新篇。此次合作将深度整合双方优势资源,基于闪迪先进的BiSC8—-218 层3D闪存技术,结合江波龙在主控芯片(由旗下子公司慧忆微提供)、自有固件和元成ESAT 专品专线封测制造服务方面的专业技术能力,面向移动设备及IOT应用推出高品质UFS存储解决方案。全球AIGC 浪潮推动及“数字中国”顶层规划出炉,存储市场获得成长新动能,公司作为国内独立存储器龙头,积极推进存储产业链国内国际双轮布局,成长空间广阔。维持“增持”评级。

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