存储概念股再度走强 AI基础设施建设推升存储芯片需求 机构料行业供需缺口扩大

智通财经
Mar 11

存储概念股再度走强,截至发稿,兆易创新(03986)涨5.5%,报398.8港元;澜起科技(06809)涨2.28%,报188港元。消息面上,美国应用材料公司周二表示,将于美光科技和SK海力士合作,开发对人工智能和高性能计算至关重要的下一代芯片。公告发布之际,OpenAI、Alphabet旗下的谷歌和微软等美国科技公司正快速建设人工智能基础设施,推动了对存储芯片的需求,导致供应紧张并推高了价格。...

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