美股存储板块集体狂飙创新高，闪迪单日暴涨10.63%，年内已飙升82%。分析认为，AI基础设施建设对高性能存储的渴求，叠加主要厂商的减产保价策略，已导致市场供需结构发生根本性逆转，行业正从传统的周期性波动转向“高利润、稳价格”的类代工模式，2026年价格上涨趋势或将持续深化。美股存储板块在周三再度爆发，主要厂商股价集体刷新历史新高，随着人工智能热潮引发的存储芯片需求激增与供应短缺，全球存储市场正...
Source Link美股存储板块集体狂飙创新高，闪迪单日暴涨10.63%，年内已飙升82%。分析认为，AI基础设施建设对高性能存储的渴求，叠加主要厂商的减产保价策略，已导致市场供需结构发生根本性逆转，行业正从传统的周期性波动转向“高利润、稳价格”的类代工模式，2026年价格上涨趋势或将持续深化。美股存储板块在周三再度爆发，主要厂商股价集体刷新历史新高，随着人工智能热潮引发的存储芯片需求激增与供应短缺，全球存储市场正...
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