进入2026年以来,存储芯片价格的持续飙涨成为半导体市场最受关注的现象,本轮行情涨幅甚至超过2018年的历史高点,全球存储行业已进入“超级牛市”阶段,不少存储公司股价已如坐上火箭。过去一年股价暴涨超过26倍后,全球存储巨头闪迪公司将纳入纳斯达克100指数,跻身纳斯达克上市的100家最大非金融公司精英阵营。但也有空头机构指出,闪迪以超过1200亿美元的市值,对应2026年仅60亿美元的预期净利润,...
Source Link进入2026年以来,存储芯片价格的持续飙涨成为半导体市场最受关注的现象,本轮行情涨幅甚至超过2018年的历史高点,全球存储行业已进入“超级牛市”阶段,不少存储公司股价已如坐上火箭。过去一年股价暴涨超过26倍后,全球存储巨头闪迪公司将纳入纳斯达克100指数,跻身纳斯达克上市的100家最大非金融公司精英阵营。但也有空头机构指出,闪迪以超过1200亿美元的市值,对应2026年仅60亿美元的预期净利润,...
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