闪迪、希捷科技、西部数据均创新高，戴尔称AI内存需求将激增625倍_老虎社区_美港股上老虎

闪迪、希捷科技、西部数据均创新高，戴尔称AI内存需求将激增625倍

智通财经04-08 22:37

周三，存储概念集体大涨，闪迪、西部数据、希捷科技盘初均创历史新高。消息面上，戴尔科技CEO迈克尔·戴尔警告，随着加速器单机内存容量与数据中心部署规模同步扩张，全球AI内存需求将较现有水平激增625倍，而供给端的追赶需要数年时间。

戴尔表示，AI基础设施中每个加速器的内存容量和系统整体规模正同步扩大，两者叠加将形成内存总需求约625倍增长的结构性格局。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2625940697?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/6b6f37ad3b425344201383df3f22c475","is_english":false,"pubTime":"2026-04-08 22:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2625940697","market":"us","top_or_hot":-1,"title":"闪迪、希捷科技、西部数据均创新高，戴尔称AI内存需求将激增625倍","media":"智通财经","content":"<html><head></head><body><p>周三，存储概念集体大涨，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、 <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 、 <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 盘初均创历史新高。消息面上，<strong><a href=\"https://laohu8.com/S/DELL\">戴尔科技</a>CEO迈克尔·戴尔警告，随着加速器单机内存容量与数据中心部署规模同步扩张，全球AI内存需求将较现有水平激增625倍，而供给端的追赶需要数年时间。</strong></p><p>戴尔表示，AI基础设施中每个加速器的内存容量和系统整体规模正同步扩大，两者叠加将形成内存总需求约625倍增长的结构性格局。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1af873e5cc971331ef222b1451cb8bf4\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f070c75d910f0f7f0796c94cd53df0f0\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f558f17f61259faa5c0ca0528e55bdbd\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>闪迪、希捷科技、西部数据均创新高，戴尔称AI内存需求将激增625倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n闪迪、希捷科技、西部数据均创新高，戴尔称AI内存需求将激增625倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-08 22:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1426245.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三，存储概念集体大涨，闪迪、 西部数据 、 希捷科技 盘初均创历史新高。消息面上，戴尔科技CEO迈克尔·戴尔警告，随着加速器单机内存容量与数据中心部署规模同步扩张，全球AI内存需求将较现有水平激增625倍，而供给端的追赶需要数年时间。戴尔表示，AI基础设施中每个加速器的内存容量和系统整体规模正同步扩大，两者叠加将形成内存总需求约625倍增长的结构性格局。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1426245.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MU","symbol_name":"美光科技","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1426245.html","article_id":"2625940697","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/6b6f37ad3b425344201383df3f22c475"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2625940697","pubTimestamp":1775659046,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"内存容量和系统整体规模正同步扩大。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"MU":"美光科技","STX":"希捷科技","SNDK":"闪迪","WDC":"西部数据"},"translate_title":"SanDisk, Seagate Technologies, Western Digital all hit record highs as Dell warns of a 625x surge in global AI memory demand","themeId":"94dc3312071d10e82b9a83759c1f8209","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fa0ffe6a37c7d97b2dccaadff9a3e973","symbols_score_info":{"STX":1.88,"WDC":1.89,"MU":1.92,"SNDK":1.97},"content_text":"周三，存储概念集体大涨，闪迪、 西部数据 、 希捷科技 盘初均创历史新高。消息面上，戴尔科技CEO迈克尔·戴尔警告，随着加速器单机内存容量与数据中心部署规模同步扩张，全球AI内存需求将较现有水平激增625倍，而供给端的追赶需要数年时间。戴尔表示，AI基础设施中每个加速器的内存容量和系统整体规模正同步扩大，两者叠加将形成内存总需求约625倍增长的结构性格局。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":1,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}