ai叙事不变，行业推_老虎社区_美港股上老虎

ai叙事不变，行业推进中，不宜看空存储。等增速下来了，再跑来得及

TrendForce预测，DRAM价格将在第二季度上涨58%至63%。尽管各公司计划扩大产能，但预计到2027年仍将面临供应短缺。分析师预测，三星今年的营业利润可能超过300万亿韩元，明年将超过400万亿韩元。【存储板块再传利好，大家看好美光等公司涨势吗？股价能否收复失地？】

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