美股异动|存储概念股普涨,SK海力士、闪迪涨超3%,小摩上调市场规模预测

格隆汇
Aug 11
存储概念股普涨,SK海力士、闪迪涨超3%,希捷科技、西部数据涨近2%,美光科技涨超1%。消息面上,摩根大通指出,AI需求推动存储芯片价格和出货量同步增长,将2026年至2028年全球存储市场规模预测上调4%至8%,预计市场规模将由2026年的约9690亿美元增至2027年的1.44万亿美元、2028年的1.82万亿美元。供需短缺未来两年仍将持续,2027年可能进一步恶化,2028年仅小幅缓解;明年客户需求与供应之比仍只有70%至80%。(格隆汇)

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