“五一”假期期间,美股存储板块全线爆发,美光、闪迪、希捷、西部数据齐创历史新高,叠加SK海力士市值突破1000万亿韩元,标志着存储行业已由单纯的“涨价预期”正式迈入“业绩兑现”的超级周期。第一财经“壹评级”认为,第一季度全产业链的超预期表现,叠加闪迪第三季度业绩指引炸裂及高盛大幅上调目标价,共同验证了AI算力需求对存储产业的强劲拉动作用。 “壹评级”分析,当前存储板块的核心变化在于“确定性”...
Source Link“五一”假期期间,美股存储板块全线爆发,美光、闪迪、希捷、西部数据齐创历史新高,叠加SK海力士市值突破1000万亿韩元,标志着存储行业已由单纯的“涨价预期”正式迈入“业绩兑现”的超级周期。第一财经“壹评级”认为,第一季度全产业链的超预期表现,叠加闪迪第三季度业绩指引炸裂及高盛大幅上调目标价,共同验证了AI算力需求对存储产业的强劲拉动作用。 “壹评级”分析,当前存储板块的核心变化在于“确定性”...
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