小摩:HBM规格降级不改紧缺底色,2026-2028年需求复合增速仍达63%

智通财经
Sep 23
【小摩:HBM规格降级不改紧缺底色,2026-2028年需求复合增速仍达63%】智通财经APP获悉,摩根大通近日发布HBM存储行业研报,针对HBM规格降级的市场担忧,更新行业供需、下游需求、技术迭代、厂商竞争与投资判断。该行认为,即便出现规格下调,HBM供需仍持续偏紧,2026-2028年HBM比特需求复合增速仍达63%,价格上行趋势延续,存储板块具备投资价值。

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