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艳阳高照天

02-11

$美光科技(MU)$存储芯片原本就是强周期赛道，最近更是进入了超级景气周期，核心原因依然是AI爆发，让存储芯片都不够用。

存储涨价潮！近期回调能否给机会？

时隔一个月再度飙升，报道：三星电子Q1 DRAM价格涨幅从70%上调至100%。供需严重失调，Nand闪存一季度预计涨价90%。【存储板块近期回调，是否是上车时机？大家看好其后市发展吗？】

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