存储概念普升 慧荣科技升2.85% 业内人士:DRAM/NAND紧缺将持续至2030年

金吾财讯
Feb 20

金吾财讯 | 存储概念普升,慧荣科技升2.85%,闪迪升2.26%,Rambus升1.54%,西部数据升1.25%,美光科技升1.23%。消息面上,群联电子(Phison)首席执行官潘健成(K.S. Pua)警告称,DRAM 内存和 NAND 闪存(核心股)短缺问题的严重程度远超市场预期,且因结构性转变持续至 2030 年以后。

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