招商证券:AI时代存储需求推动周期上行 涨价浪潮下厂商盈利能力逐季提升

智通财经网
Nov 10

智通财经APP获悉,招商证券发布研报称,海外存储原厂盈利能力持续提升,国内部分存储模组公司快速扭亏为盈,25H2利润预计将加速释放,利基存储芯片和存储产业链配套公司亦将持续受益于存储涨价浪潮。AI时代下多模态应用、企业级存储等需求爆发,存储厂商技术创新加速,同时供给侧原厂扩产聚焦HBM等盈利能力强的高端产品,NAND Flash产能开出有限,并加速退出利基DRAM市场,因此存储行业整体供不应求,...

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