金吾财讯 | 芯片股逆市有支撑，截至发稿，华虹半导体(01347)涨3.02%，中兴通讯(00763)涨2.84%，中芯国际(00981)涨1.53%，上海复旦(01385)涨1.35%。消息面上，国金证券表示，每轮存储大周期(08年、16年等)的开启都是由新兴技术推动产品升级和创新，进而催生新产品的总量、渗透率和存储器价值量的提升，推动存储器市场规模上升一个台阶，随着AI驱动需求提升，当下正处在新一轮存储大周期的起点。建议持续重点关注存储器库存、价格数据以及AI算力提升对存储芯片的需求拉动。
金吾财讯 | 芯片股逆市有支撑，截至发稿，华虹半导体(01347)涨3.02%，中兴通讯(00763)涨2.84%，中芯国际(00981)涨1.53%，上海复旦(01385)涨1.35%。消息面上，国金证券表示，每轮存储大周期(08年、16年等)的开启都是由新兴技术推动产品升级和创新，进而催生新产品的总量、渗透率和存储器价值量的提升，推动存储器市场规模上升一个台阶，随着AI驱动需求提升，当下正处在新一轮存储大周期的起点。建议持续重点关注存储器库存、价格数据以及AI算力提升对存储芯片的需求拉动。
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