因内存短缺导致涨价高盛等机构预计美光科技表现强劲

新浪财经2025-12-09

来源：环球市场播报对人工智能所需的数据中心基础设施的飙升投资，已造成内存短缺，推高了价格，并为美光科技即将发布的季度财报提供了支撑。供应高端AI服务器的厂商（包括戴尔）已经指出，内存瓶颈正成为日益严重的问题。在其第三财季的财报电话会上，戴尔表示，更高的内存价格正在增加其成本，而内存短缺也带来了挑战。改造数据中心以适配AI服务器的热潮暴露出一系列供应瓶颈，其中包括由三星、SK海力士和美光主导的内存...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209150727a72cc055&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：环球市场播报对人工智能所需的数据中心基础设施的飙升投资，已造成内存短缺，推高了价格，并为美光科技即将发布的季度财报提供了支撑。供应高端AI服务器的厂商（包括戴尔）已经指出，内存瓶颈正成为日益严重的问题。在其第三财季的财报电话会上，戴尔表示，更高的内存价格正在增加其成本，而内存短缺也带来了挑战。改造数据中心以适配AI服务器的热潮暴露出一系列供应瓶颈，其中包括由三星、SK海力士和美光主导的内存...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209150727a72cc055&s=b\">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":"LU0345770993.USD","symbol_name":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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因内存短缺导致涨价 高盛等机构预计美光科技表现强劲

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因内存短缺导致涨价高盛等机构预计美光科技表现强劲