金吾财讯 | 存储概念股走高，兆易创新（03986）涨6.46%，澜起科技（06809）涨5.21%。SK海力士董事长崔泰源在公司韩国总部接受了媒体专访。他在采访中再次强调了存储需求的爆发式增长，并表示明年将出现最严重的“存储荒”。爱建证券表示，前道设备方面，存储仍将是2027年设备投资主线。Lam预计2027年设备终端需求呈现“DRAM＞先进逻辑＞NAND”的增长格局：DRAM受HBM持续扩产及1γ等先进节点升级驱动，设备需求弹性最大；先进逻辑受2nm、3nm及GAA架构量产推动，先进制程投资保持高景气；NAND虽仍保持增长，但当前资本开支以200层以上产线升级为主，大规模新建产能释放相对靠后，因此短期景气度弱于DRAM和先进逻辑。
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