在 AI 需求带动本轮存储 “超级” 周期的情况下，存储行业在昨晚再次迎来大涨（$Sandisk(SNDK.US)+27%，$美光科技(MU.US)+10%），而这主要是黄仁勋在 CES2026 上的演讲给原本火热的存储市场又添上了 “一把火”。Source：Longport.app首先我们回顾一下，黄仁勋在 CES2026 大会上的核心内容，一方面是谈物理 AI 的广阔前景和落地场景；另一方面...
Source Link在 AI 需求带动本轮存储 “超级” 周期的情况下，存储行业在昨晚再次迎来大涨（$Sandisk(SNDK.US)+27%，$美光科技(MU.US)+10%），而这主要是黄仁勋在 CES2026 上的演讲给原本火热的存储市场又添上了 “一把火”。Source：Longport.app首先我们回顾一下，黄仁勋在 CES2026 大会上的核心内容，一方面是谈物理 AI 的广阔前景和落地场景；另一方面...
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