法巴：巨头停产旧型号美光、Sandisk直接受益全球抢货潮

格隆汇2025-12-11

法国巴黎银行表示，随着人工智能(AI)推动内存行业进入“历史性上升周期”，美光科技和Sandisk有望持续受益。该行分析师卡尔·阿克曼在客户报告中表示：“随着消费级DRAM和NAND TLC现货价格在11月同比分别上涨408%和165%，我们相信DRAM和NAND正步入可能贯穿2026年的历史性上升周期。我们继续看好内存和存储供应链，不过数据中心业务占比较高的公司表现会更好。”

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法巴：巨头停产旧型号 美光、Sandisk直接受益全球抢货潮

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法巴：巨头停产旧型号美光、Sandisk直接受益全球抢货潮