Daishin Securities估计,从2026年第一季度开始,针对北美客户的修订定价政策将生效,ASP预计环比提升约50%。这标志着铠侠摆脱历史遗留约束的关键时刻,也是移动NAND价格正常化的拐点。摩根士丹利更为激进地预计,铠侠一季度ASP将环比飙升近90%,调整后毛利率将达到66%。铠侠翻身更为整个NAND行业释放了强劲信号,高盛预期三星电子和SK海力士盈利能力将大幅改善。日本存储芯片...
Source LinkDaishin Securities估计,从2026年第一季度开始,针对北美客户的修订定价政策将生效,ASP预计环比提升约50%。这标志着铠侠摆脱历史遗留约束的关键时刻,也是移动NAND价格正常化的拐点。摩根士丹利更为激进地预计,铠侠一季度ASP将环比飙升近90%,调整后毛利率将达到66%。铠侠翻身更为整个NAND行业释放了强劲信号,高盛预期三星电子和SK海力士盈利能力将大幅改善。日本存储芯片...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.