摩根士丹利报告指出,存储芯片股近期因谷歌TurboQuant技术引发的需求担忧遭遇抛售,但这一担忧被过度放大。该技术旨在扩展模型能力而非削减存储采购,对存储市场并无实质性影响。AI已令DRAM供应从松弛转为紧缺,PC与智能手机生产均受内存制约,存储已成为AI基础设施扩张的核心瓶颈。该行认为,当前估值下的悲观情绪被过度放大,供需紧张态势料将持续数年。美国存储芯片股近期因谷歌TurboQuant内存...
Source Link摩根士丹利报告指出,存储芯片股近期因谷歌TurboQuant技术引发的需求担忧遭遇抛售,但这一担忧被过度放大。该技术旨在扩展模型能力而非削减存储采购,对存储市场并无实质性影响。AI已令DRAM供应从松弛转为紧缺,PC与智能手机生产均受内存制约,存储已成为AI基础设施扩张的核心瓶颈。该行认为,当前估值下的悲观情绪被过度放大,供需紧张态势料将持续数年。美国存储芯片股近期因谷歌TurboQuant内存...
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