科技分析师Dan Ives:目前存储市场供需比约1比15,供给短缺格局短期难改变

格隆汇
Yesterday
科技分析师Dan Ives认为,存储市场的强劲需求仍将延续,供给短缺的格局短期内难以改变;就AI革命而言,目前存储市场的需求与供给比例约为15比1。随着存储需求及价格同步上升,包括苹果在内的企业都必须支付更高的存储成本。Ives表示:“目前是存储业者的天下,其他所有人都得付‘租金’。”他指出,存储产业未来仍会出现周期性的起伏,但这一轮多年期的产业循环仍将持续发展。当被问及企业可能过度下单或库存出现变化的可能性时,Ives称目前不必担心这些问题,目前正开始按照多头情境发展。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10