存储牛股闪迪再创新高报告称大容量3D NAND本季度价格或翻番

上海有色网01-12

刚短暂调整一天的美股存储芯片板块，又在周五重回“狂欢”模式。周五开盘后，闪迪涨幅一度超过10%，带动美光科技、希捷、西部数据不同程度走高。消息面上，一份野村证券近期的研报引发了市场传播。分析师指出，面对未来几个季度服务器级存储需求保持强劲的背景下，闪迪可能在本季度将其面向企业级固态硬盘（SSD）的大容量3D NAND闪存价格上调一倍。分析师写道：“渠道调研显示，多家存储器供应商仍在持续推高价格，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112082453a70f2d21&s=b><strong>上海有色网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>刚短暂调整一天的美股存储芯片板块，又在周五重回“狂欢”模式。周五开盘后，闪迪涨幅一度超过10%，带动美光科技、希捷、西部数据不同程度走高。消息面上，一份野村证券近期的研报引发了市场传播。分析师指出，面对未来几个季度服务器级存储需求保持强劲的背景下，闪迪可能在本季度将其面向企业级固态硬盘（SSD）的大容量3D NAND闪存价格上调一倍。分析师写道：“渠道调研显示，多家存储器供应商仍在持续推高价格，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112082453a70f2d21&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":"LU1316542783.SGD","symbol_name":"Janus Henderson Horizon Global Technology Leaders A2 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quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS.UK":0.6,"NVDX":0.6,"SNVD.UK":0.6,"NVD":0.6,"3NVD.UK":0.6,"SNDK":1.95,"2NVD.UK":0.6,"NVDY":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"NVDS":0.6,"NVDU":0.6},"content_text":"刚短暂调整一天的美股存储芯片板块，又在周五重回“狂欢”模式。周五开盘后，闪迪涨幅一度超过10%，带动美光科技、希捷、西部数据不同程度走高。消息面上，一份野村证券近期的研报引发了市场传播。分析师指出，面对未来几个季度服务器级存储需求保持强劲的背景下，闪迪可能在本季度将其面向企业级固态硬盘（SSD）的大容量3D NAND闪存价格上调一倍。分析师写道：“渠道调研显示，多家存储器供应商仍在持续推高价格，其中企业级NAND的涨幅尤为激进。用于企业级SSD的闪迪NAND价格，在3月所在季度内，环比涨幅可能超过100%。”野村还点名英伟达正是这一轮闪存芯片涨价的主要推手。分析师们指出，英伟达的推理上下文内存存储平台（ICMSP）是今年企业级存储需求的重要驱动因素之一。该平台基于BlueField-4 DPU，并配备一块512GB SSD，用于承载KV缓存。在VR NVL144机架中，每一个计算托盘都配备了一颗带有512GB硬盘的BlueField-4数据处理单元。这意味着每个机架共包含18颗DPU，对应9.216TB的3D NAND容量。也就是说，假设英伟达需要出货5万套 VR NVL144机架，那么公司就需要从供应链中获得约0.439 EB（艾字节）的3D NAND，相当于439 PB或439,000TB。报告称，内存供应商计划提高企业级3D 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存储牛股闪迪再创新高 报告称大容量3D NAND本季度价格或翻番

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存储牛股闪迪再创新高报告称大容量3D NAND本季度价格或翻番