金吾财讯 | 存储概念板块走弱，截至发稿，伟仕佳杰（00856）跌3.46%，兆易创新（03986）跌6.01%，江波龙（09976）跌6.64%，澜起科技（06809）大跌9.60%。消息面上，高盛经济学家David Mericle等人研究认为，AI需求对通胀的影响显著但温和，且软件及配件类别的数据存在较多测量问题。高盛行业分析师预计，明年存储芯片和电脑价格涨幅将明显放缓，从而同时减轻真实成本压力，以及软件与配件统计中的测量影响。该行称，AI需求带来的通胀拉动可能已接近峰值，而非持续以当前速度扩大。
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