伯恩斯坦逆势唱多芯片股:市场对内存ASP涨幅放缓担忧过度,首选希捷(STX.US)、看好闪迪(SNDK.US)等

智通财经
Oct 23
【伯恩斯坦逆势唱多芯片股:市场对内存ASP涨幅放缓担忧过度,首选希捷(STX.US)、看好闪迪(SNDK.US)等】智通财经APP获悉,伯恩斯坦发布最新研报,对内存与 HDD 整体维持建设性看法,认为近期的回调已经把对涨幅放缓的担忧过度计入了。美股方面,希捷(STX.US)仍是首选,西部数据(WDC.US)与闪迪(SNDK.US)同样为“跑赢大盘”。伯恩斯坦对三家的 2027 财年预测均高出市场共识约 12%。

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