国信证券:AI拉动需求增长 存储大周期方兴未艾

智通财经网
Dec 10, 2025

智通财经APP获悉,国信证券发布研报称,存储市场存在HDD、SSD、NAND、DRAM、HBM几大技术趋势,主要参与者众多。AI大模型推理拉动存储需求快速增长,根据该行测算结果,2026年AI推理对DRAM、NAND需求分别为23.0EB、593.5EB,短期供不应求,存储价格有望持续提升,存储大周期方兴未艾。国信证券主要观点如下:存储系统系统构成与分类。1)系统构成:AI存储系统主要分为网络端...

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