8月17日，美股存储概念股普涨，闪迪涨超8%，西部数据涨超6%，美光科技涨超4%，SK海力士涨近4%。
消息面上，埃隆.马斯克近期在X平台直接点名存储将成为自主AI时代的核心制约，明确看好美光科技、闪迪、SK海力士三家存储巨头的长期成长空间。高盛预测，到2030年全球自主AI的月token消耗量将达到120千万亿，是2026年初的24倍，存储需求几乎呈无限增长态势。
8月17日，美股存储概念股普涨，闪迪涨超8%，西部数据涨超6%，美光科技涨超4%，SK海力士涨近4%。
消息面上，埃隆.马斯克近期在X平台直接点名存储将成为自主AI时代的核心制约，明确看好美光科技、闪迪、SK海力士三家存储巨头的长期成长空间。高盛预测，到2030年全球自主AI的月token消耗量将达到120千万亿，是2026年初的24倍，存储需求几乎呈无限增长态势。
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