闪迪暴涨背后:三大催化共振,NAND成“必需品”,AI 重估存储价值

华尔街见闻
Jan 23

黄仁勋点燃第一把火,他系统性提出ICMS的概念并给出了一个清晰判断:上下文正在成为AI的新瓶颈,而不是算力本身,这为NAND创造了全新应用场景;DeepSeek Engram则在模型层面,验证了NAND可作为“慢速内存”的可行性。而ClaudeCode在应用层面,放大了长期存储的刚性需求。过去三周,存储板块迎来罕见的“完美风暴”。闪迪股价累计涨幅超过100%,NAND相关标的集体上行。表面看,这是...

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