金吾财讯 | 交银国际表示,最近一个月科技股跑赢大盘,A股科技股估值增长明显。该机构认为估值提升或是股价的主要驱动因素,市场或进一步看好AI在2026年后的前景。该机构指,存储价格继续强劲上升。该机构维持对于存储价格将继续坚挺的判断,预计DRAM的强劲价格将延续至3Q26(之前为1H26),而NAND价格也有望保持在较强水平直至1H26(之前为1Q26)。半导体制造设备进口额8月继续保持同比增长,...
Source Link金吾财讯 | 交银国际表示,最近一个月科技股跑赢大盘,A股科技股估值增长明显。该机构认为估值提升或是股价的主要驱动因素,市场或进一步看好AI在2026年后的前景。该机构指,存储价格继续强劲上升。该机构维持对于存储价格将继续坚挺的判断,预计DRAM的强劲价格将延续至3Q26(之前为1H26),而NAND价格也有望保持在较强水平直至1H26(之前为1Q26)。半导体制造设备进口额8月继续保持同比增长,...
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