大摩表示,本轮周期由AI数据中心和云服务商主导,这些客户对价格敏感度较低,推理工作负载已成为通用内存需求的主要驱动力,另一方面供应商掌握了史无前例的定价权。大摩认为本轮峰值定价有望超越上一轮高点,内存周期通常持续4-6个季度,盈利增长才是最终的决定性因素,而非历史估值。大摩认为,由AI驱动的新一轮内存“超级周期”已然降临,其强度和逻辑与以往任何周期都截然不同。据追风交易台,摩根士丹利在最新的报告中...
Source Link大摩表示,本轮周期由AI数据中心和云服务商主导,这些客户对价格敏感度较低,推理工作负载已成为通用内存需求的主要驱动力,另一方面供应商掌握了史无前例的定价权。大摩认为本轮峰值定价有望超越上一轮高点,内存周期通常持续4-6个季度,盈利增长才是最终的决定性因素,而非历史估值。大摩认为,由AI驱动的新一轮内存“超级周期”已然降临,其强度和逻辑与以往任何周期都截然不同。据追风交易台,摩根士丹利在最新的报告中...
Source LinkDisclaimer: 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.