受AI算力需求驱动，五一假期全球存储龙头业绩爆发，股价创历史新高。A股节后开盘，存储板块强势领涨，多股涨停。科技巨头资本开支大幅上修，头部厂商产能被提前锁定，存储产业进入高景气周期。 5月6日，A股迎来节后首个交易日，开盘后存储板块强势领涨，多只个股掀起涨停潮。江波龙 “20CM” 封板，德明利、通富微电、兆易创新等个股涨停，佰维存储、澜起科技、香农芯创、北京君正等多股涨超10%。 本轮A股...
Source Link受AI算力需求驱动，五一假期全球存储龙头业绩爆发，股价创历史新高。A股节后开盘，存储板块强势领涨，多股涨停。科技巨头资本开支大幅上修，头部厂商产能被提前锁定，存储产业进入高景气周期。 5月6日，A股迎来节后首个交易日，开盘后存储板块强势领涨，多只个股掀起涨停潮。江波龙 “20CM” 封板，德明利、通富微电、兆易创新等个股涨停，佰维存储、澜起科技、香农芯创、北京君正等多股涨超10%。 本轮A股...
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