马斯克称机器人内存需求将远超现有设备,低功耗DRAM随之成为市场讨论方向。长期看,机器人、AI眼镜(886085)、智能手表等端侧设备会带来新增存储需求;短期看,存储芯片(886042)板块仍要接受业绩兑现、库存周期(883436)和终端需求的检验。佰维存储(688525)(688525.SH)10月28日晚披露的2026年三季报,提供了观察这种反差的样本。10月29日,佰维存储(688525)...
Source Link马斯克称机器人内存需求将远超现有设备,低功耗DRAM随之成为市场讨论方向。长期看,机器人、AI眼镜(886085)、智能手表等端侧设备会带来新增存储需求;短期看,存储芯片(886042)板块仍要接受业绩兑现、库存周期(883436)和终端需求的检验。佰维存储(688525)(688525.SH)10月28日晚披露的2026年三季报,提供了观察这种反差的样本。10月29日,佰维存储(688525)...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.