摩根士丹利发布研报指出,AI驱动的芯片投资狂潮正从GPU向内存领域蔓延。研报强调当前市场正处于周期性转向的关键节点,预计2026年将出现内存价格双底探底后的复苏周期。摩根士丹利认为,与市场普遍关注的DRAM和HBM相比,NAND市场因其供需格局的急剧扭转,展现出更显著的上涨潜力。AI引发的芯片狂热正从GPU等逻辑芯片,迅速蔓延至内存领域。摩根士丹利认为,内存市场,特别是闪存(NAND),正处于一个...
Source Link摩根士丹利发布研报指出,AI驱动的芯片投资狂潮正从GPU向内存领域蔓延。研报强调当前市场正处于周期性转向的关键节点,预计2026年将出现内存价格双底探底后的复苏周期。摩根士丹利认为,与市场普遍关注的DRAM和HBM相比,NAND市场因其供需格局的急剧扭转,展现出更显著的上涨潜力。AI引发的芯片狂热正从GPU等逻辑芯片,迅速蔓延至内存领域。摩根士丹利认为,内存市场,特别是闪存(NAND),正处于一个...
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