存储概念股集体走强，西部数据涨近5%，美光科技涨4.5%，闪迪涨超3%，希捷科技涨2.8%，慧荣科技涨2.5%。 消息面上，英伟达CEO黄仁勋周一在摩根士丹利科技大会上表示，芯片供给短缺对英伟达而言是“极好的消息”，因为资源受限会促使客户更倾向于直接选择性能最强的解决方案。他向DRAM厂商喊话：“产能扩多少，英伟达就会用掉多少。”这一表态被业界视为对DRAM产业景气的强力背书，AI算力扩张对存储资源的需求将持续增长。(格隆汇)
存储概念股集体走强，西部数据涨近5%，美光科技涨4.5%，闪迪涨超3%，希捷科技涨2.8%，慧荣科技涨2.5%。 消息面上，英伟达CEO黄仁勋周一在摩根士丹利科技大会上表示，芯片供给短缺对英伟达而言是“极好的消息”，因为资源受限会促使客户更倾向于直接选择性能最强的解决方案。他向DRAM厂商喊话：“产能扩多少，英伟达就会用掉多少。”这一表态被业界视为对DRAM产业景气的强力背书，AI算力扩张对存储资源的需求将持续增长。(格隆汇)
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.