三星电子在2026年第三季度业绩电话会议上给出一个偏紧的行业判断:AI基础设施建设竞争加剧、个人AI智能体(886099)普及,将继续推升内存需求;新增产能短期内难以显著提高供应量,供应紧张预计持续至2028年。消费电子(881124)产品面临的内存成本压力短期难以缓解。但存储产业链的盈利画面并不齐整。江波龙(HK9976)第三季度业绩预告显示,归母净利润预计为34.23亿至43.23亿元,对比...
Source Link三星电子在2026年第三季度业绩电话会议上给出一个偏紧的行业判断:AI基础设施建设竞争加剧、个人AI智能体(886099)普及,将继续推升内存需求;新增产能短期内难以显著提高供应量,供应紧张预计持续至2028年。消费电子(881124)产品面临的内存成本压力短期难以缓解。但存储产业链的盈利画面并不齐整。江波龙(HK9976)第三季度业绩预告显示,归母净利润预计为34.23亿至43.23亿元,对比...
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