考虑到AI Agent普及和AI CPU内存需求激增，花旗将服务器DRAM的平均售价（ASP）涨幅预期上调至144%，预计企业级SSD的ASP将同比上涨87%。在分析师看来，市场将进入一个极其剧烈的卖方市场，定价权将完全掌握在三星等存储巨头手中。花旗警告，2026年全球将面临存储芯片的“严重供应短缺”。据追风交易台信息，花旗在其最新的展望中，展现了比野村证券更为激进的看涨姿态。分析师认为，受AI ...
Source Link考虑到AI Agent普及和AI CPU内存需求激增，花旗将服务器DRAM的平均售价（ASP）涨幅预期上调至144%，预计企业级SSD的ASP将同比上涨87%。在分析师看来，市场将进入一个极其剧烈的卖方市场，定价权将完全掌握在三星等存储巨头手中。花旗警告，2026年全球将面临存储芯片的“严重供应短缺”。据追风交易台信息，花旗在其最新的展望中，展现了比野村证券更为激进的看涨姿态。分析师认为，受AI ...
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