美光科技涨超8% 机构指公司是“AI内存+存储栈”里最直接的受益者之一

金吾资讯01-02

金吾财讯 | 美光科技(MU)涨超8%，截至发稿，报308.82美元。日前，富国银行发布研报称，无论是谷歌无比庞大的TPU AI算力集群，抑或海量英伟达AI GPU算力集群，均离不开需要全面集成搭载AI芯片的HBM存储系统，以及当前科技巨头们加速新建或扩建AI数据中心必须大规模购置服务器级别DDR5存储以及企业级高性能SSD/HDD；而美光正好同时卡在这三块核心存储领域：HBM、服务器DRAM(...

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