本文作者:董静大摩称,当前内存行业的超级周期是结构性的,其强度和持续时间将超越历史经验。正确的策略是拥抱拥有定价权的内存龙头,并认识到下游消费电子领域正面临的严峻挑战。11月12日,据硬AI消息,摩根士丹利在最新研报中发出明确信号:由AI驱动的内存超级周期不仅真实存在,而且其强度和持久性可能远超市场想象。该行称,本轮内存需求的核心驱动力已从对价格敏感的传统客户,转变为对价格不敏感的AI数据中心和...
Source Link本文作者:董静大摩称,当前内存行业的超级周期是结构性的,其强度和持续时间将超越历史经验。正确的策略是拥抱拥有定价权的内存龙头,并认识到下游消费电子领域正面临的严峻挑战。11月12日,据硬AI消息,摩根士丹利在最新研报中发出明确信号:由AI驱动的内存超级周期不仅真实存在,而且其强度和持久性可能远超市场想象。该行称,本轮内存需求的核心驱动力已从对价格敏感的传统客户,转变为对价格不敏感的AI数据中心和...
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