美股:2026年存储芯片的机会来了吗?

港美财观
Jan 25

HI,小伙们我回来了,因年未工作比较忙,最近没有更文章,从今天开始恢复正常更新。本周美股存储板块集体走强,美光(Micron)、海力士(SK Hynix)等行业巨头普涨5%–20%,西部数据旗下的闪迪(SanDisk)涨幅更是突破22%。这波行情并非简单的行业周期性反弹,如果说2024-2025年是英伟达GPU的高光时刻,那么进入2026年初,市场的焦点已正式转移到制约AI性能的两大瓶颈上:存储与...

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