尽管TurboQuant算法引发市场对存储需求的短期担忧,但A股存储器板块龙头公司2025年业绩普遍高增,HBM与DRAM结构性需求依然强劲,行业长期成长逻辑未改。 最近,受市场调整以及TurboQuant(谷歌推出的AI内存压缩算法)事件影响,A股市场存储器板块表现整体落后于大盘。3月24日—27日,在上证指数上涨2.63%的背景下,存储器指数仅涨0.75%。 不过,在存储器板块内部,...
Source Link尽管TurboQuant算法引发市场对存储需求的短期担忧,但A股存储器板块龙头公司2025年业绩普遍高增,HBM与DRAM结构性需求依然强劲,行业长期成长逻辑未改。 最近,受市场调整以及TurboQuant(谷歌推出的AI内存压缩算法)事件影响,A股市场存储器板块表现整体落后于大盘。3月24日—27日,在上证指数上涨2.63%的背景下,存储器指数仅涨0.75%。 不过,在存储器板块内部,...
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