据英国《金融时报》报道分析，尽管当前存储芯片板块在人工智能需求驱动下经历空前上涨，但行业的强周期性规律并未消失。过去六个月内，闪迪股价飙升1200%，西部数据、希捷、美光及SK海力士涨幅亦达180%至280%，成为标普500指数中表现最突出的标的。这轮涨势引发市场警惕：投资者可能正在重蹈2022年周期逆转的覆辙。 报道认为，AI应用催生的存储需求是此轮行情的核心动力。伴随内存价格持续攀升，闪迪已...
Source Link据英国《金融时报》报道分析，尽管当前存储芯片板块在人工智能需求驱动下经历空前上涨，但行业的强周期性规律并未消失。过去六个月内，闪迪股价飙升1200%，西部数据、希捷、美光及SK海力士涨幅亦达180%至280%，成为标普500指数中表现最突出的标的。这轮涨势引发市场警惕：投资者可能正在重蹈2022年周期逆转的覆辙。 报道认为，AI应用催生的存储需求是此轮行情的核心动力。伴随内存价格持续攀升，闪迪已...
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