DRAM现货价格在过去几个月飙升逾600%，把存储芯片短缺推向“超级周期”的叙事，也在股市中制造出罕见的胜负分化：存储厂商股价冲高，消费电子与手机、PC产业链公司则承受盈利挤压。 据彭博数据，全球消费电子制造商相关指数自9月底以来下跌12%，而包括三星在内的存储厂商股票指数同期上涨超过160%。 市场目前关注供给紧张持续时间。Fidelity International基金经理Vivian Pai...
Source LinkDRAM现货价格在过去几个月飙升逾600%，把存储芯片短缺推向“超级周期”的叙事，也在股市中制造出罕见的胜负分化：存储厂商股价冲高，消费电子与手机、PC产业链公司则承受盈利挤压。 据彭博数据，全球消费电子制造商相关指数自9月底以来下跌12%，而包括三星在内的存储厂商股票指数同期上涨超过160%。 市场目前关注供给紧张持续时间。Fidelity International基金经理Vivian Pai...
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