万联证券：AI技术创新与供需格局变化共同驱动存储景气周期

智通财经网2025-12-09

智通财经APP获悉，万联证券发布研报称，AI浪潮持续推进，云厂商资本开支加速，服务器存储需求旺盛。AI+消费终端等应用加速渗透，端侧存储持续扩容，存储行业有望迎来以AI驱动的新一轮景气周期。万联证券主要观点如下：存储市场规模较大，有望迎来以AI驱动的新一轮景气周期据CFM闪存市场数据显示，2025Q3全球存储市场规模创造季度历史新高，且已连续两个季度增长，其中DRAM市场规模环比增长24.7%至...

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万联证券：AI技术创新与供需格局变化 共同驱动存储景气周期

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万联证券：AI技术创新与供需格局变化共同驱动存储景气周期