电子行业研究:AI强需拉动,26Q1存储芯片价格有望继续大涨

国金证券
Jan 04

(以下内容从国金证券《电子行业研究:AI强需拉动,26Q1存储芯片价格有望继续大涨》研报附件原文摘录)电子周观点:AI强需拉动,26Q1存储芯片价格有望继续大涨。Google、Meta、微软及亚马逊AWS等北美四大云厂(CSP)持续扩大AI基础建设投资,2026年总投资金额有望达到6000亿美元(约合4.2万亿元人民币)历史新高规模。在AI强劲需求带动下,2025年存储芯片价格大涨,其中...

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