需求激增、库存枯竭、存储已成“卖方市场”,大摩:投资者不应因“恐高”而离场

华尔街见闻
Oct 21

大摩表示,AI浪潮正驱动存储芯片进入强劲上行周期。需求激增与供应滞后导致DRAM库存降至两周以下,市场已转为“卖方市场”,厂商报价涨幅高达25%。此轮涨价远未见顶,价格具备翻倍潜力,并强调“停留在市场中的时间比择时更重要”,投资者不应因“恐高”而错过后续行情。AI引发的需求浪潮正在重塑全球存储市场。据追风交易台消息,10月19日,摩根士丹利在最新报告中指出,存储行业正处于一轮强劲上行周期的早期至...

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