当美银最新的行业报告宣布存储芯片正式进入“超级周期”，预测 DRAM 利润率可能突破 60%、NAND 闪存超过 30% 时，资本市场的情绪迅速被点燃。在 AI 浪潮的加持下，存储板块被视为确定性最高的赛道之一，分析师们的目标价纷纷上调，媒体头条充斥着“供不应求”、“量价齐升”的字眼。然而，就在这一片乐观声中，另一组数据却在提醒投资者保持冷静：韩国股市在一周之内三次触发熔断机制，全球能源成本飙升，...
Source Link当美银最新的行业报告宣布存储芯片正式进入“超级周期”，预测 DRAM 利润率可能突破 60%、NAND 闪存超过 30% 时，资本市场的情绪迅速被点燃。在 AI 浪潮的加持下，存储板块被视为确定性最高的赛道之一，分析师们的目标价纷纷上调，媒体头条充斥着“供不应求”、“量价齐升”的字眼。然而，就在这一片乐观声中，另一组数据却在提醒投资者保持冷静：韩国股市在一周之内三次触发熔断机制，全球能源成本飙升，...
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