10月23日，长鑫科技午后直线拉升，截至发稿，股价大涨超6%，报42.23元/股，成交额超130亿元，总市值为2.87万亿元。 全球存储芯片股近日因市场担忧供应过剩和需求疲软而遭遇抛售。英伟达首席执行官黄仁勋日前在柏林GTC大会期间接受采访时表示，到2029年出现内存供应过剩的可能性不大。 国信证券表示，AI训练与推理带来的存储需求呈非线性爆发。本轮存储周期的主脉络非常清晰，先需求扩张、再库存...
Source Link10月23日，长鑫科技午后直线拉升，截至发稿，股价大涨超6%，报42.23元/股，成交额超130亿元，总市值为2.87万亿元。 全球存储芯片股近日因市场担忧供应过剩和需求疲软而遭遇抛售。英伟达首席执行官黄仁勋日前在柏林GTC大会期间接受采访时表示，到2029年出现内存供应过剩的可能性不大。 国信证券表示，AI训练与推理带来的存储需求呈非线性爆发。本轮存储周期的主脉络非常清晰，先需求扩张、再库存...
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