中信证券研报指出自2023年以来AI驱动全球数据中心存储需求显著提升HDD较SSD在容量、成本层面优势明显成为欧美云厂商

智通财经
Sep 05
中信证券研报指出自2023年以来AI驱动全球数据中心存储需求显著提升HDD较SSD在容量、成本层面优势明显成为欧美云厂商近线存储首选。目前美股公司希捷科技、西部数据贡献全球80%产能经历2021年下行周期后企业短期扩产意愿&动力不足且扩产周期一般需要12—18个月左右。本轮数据中心HDD上行周期自2024年开始当前主要企业产品交期、订单能见度基本在一年以上行业供需偏紧的态势有望至少延续至2026下半年左右。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10