和讯投顾李诗园:别再只盯着算力了!AI存储芯片来了

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别再只盯着算力了,2026年一个比GPU更紧张更确定的超级缺货来了,那就是AI存储芯片!马斯克和全球的巨头都在疯抢,这场由AI引爆的存储风暴将持续至少三年,AI服务器对hbm高带宽内存的需求是指数级的增长,全球的产能被预定到2028年,巨头们正把产能全部转向高端芯片,导致了传统的存储也意外紧缺,甚至出现价格倒挂的情况。那 A股投资逻辑非常清晰,就三条主线,第一个是最核心的hbm产业链,第二个是弹性...

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