摩根士丹利警告:存储芯片价格飙涨200%,十年行情即将开启?

财报翻译官
Oct 20, 2025

存储芯片价格飙涨,美光一个月暴涨60%,行业超级周期真的来了!最近全球存储芯片市场彻底火爆,三星、美光、闪迪等巨头轮番调价,DRAM和NAND Flash芯片价格持续攀升,部分产品涨幅高达30%。资本市场上,美光股价月内飙涨60%,铠侠和闪迪更是疯狂,涨幅超过100%。摩根士丹利最新报告直言,人工智能正驱动存储行业进入“超级周期”,预计2025年全球存储市场规模将突破2000亿美元。存储芯片涨疯了...

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