我认为存储的涨价周期_老虎社区_美港股上老虎 - 老虎社区

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effortless
02-12

我认为存储的涨价周期至少延续到2026年中，因为AI服务器HBM/DRAM需求爆发，头部厂控产保价，库存仅10周（历史低位）。

# 大摩强推美光！存储再度走强，你上车了吗？

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BonnieHoyle
·02-12
认同观点，存储股还能涨几年！
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