存储巨头四季报“五大关键点”:当前周期强度超越2017-18“云繁荣周期”

华尔街见闻
Feb 16

美银美林指出,SK海力士库存周转天数降至127天的低位,成品库存仅剩2-3周。三星DRAM售价环比大涨40%,现货价格创25年新高。行业高管认为,本轮周期强度已超越2017-18年的云繁荣期,若短缺持续至2027年,价格仍有上涨空间。随着存储巨头们四季度财报的披露,一个清晰的信号正在释放:存储行业不仅走出了低谷,更在AI浪潮的推动下,开启了一轮强度罕见的“超级周期”。据追风交易台消息,本周,美银...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10