存储概念盘前集体调整 闪迪跌2.81% 西部数据跌1.21%

金吾财讯
Feb 04

金吾财讯 | 存储概念盘前集体调整,闪迪跌2.81%,西部数据跌1.21%,美光科技跌1.09%。

英特尔CEO陈立武在思科会议上释放了极具冲击力的供需信号。他透露与两家主要存储大厂沟通后的结论是:供应紧张至少将持续至2028年。核心驱动力不再是消费电子的周期性波动,而是AI基础设施的结构性挤压。陈立武明确指出,“人工智能将吸收大量内存”,尤其是英伟达Rubin等新一代平台对HBM(高带宽内存)的渴求,正在无情挤占传统DRAM的产能。此前市场普遍认为存储周期约在2025—2026年见顶,而陈立武给出的“2028年”节点远超华尔街共识,暗示本轮“超级周期”的持续性可能被低估。

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