重磅信号!阿里、百度同日官宣涨价,存储芯片核心标的一览

21世纪经济报道
Mar 18

3月18日,存储芯片赛道全线爆发,成为 A 股市场核心焦点。朗科科技走出3天2板,佰维存储续涨超9%刷新历史新高,江波龙、普冉股份、聚辰股份等个股集体跟涨。当天,在韩国、日本证券市场上,存储芯片概念股也集体大涨,三星电子涨超5%,SK海力士涨超4%。  消息面上,国内两大云计算巨头阿里云与百度智能云同日宣布AI算力及存储产品价格上调,最高涨幅达34%,直接点燃了市场对存储产业进入超级景气周期的热情...

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