电子：存储超级周期下的市场机会

华福证券12-21 16:07

（以下内容从华福证券《电子：存储超级周期下的市场机会》研报附件原文摘录）投资要点：涨价逻辑叠加AI需求催生存储超级大周期AI驱动的存储超级周期，核心逻辑是AI服务器对存储的海量需求与头部厂商产能向高端倾斜导致的供需缺口。存储芯片全产业链存储芯片全产业链包括设计与模组、封测与制造、设备与材料等细分，当前国内存储产业链齐全，或在此轮超级周期中获得快速发展。HBM高带宽内存赛道受到极大关注HBM作为AI...

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