广发证券：AI NAND供需紧张涨价仍有弹性

智通财经网01-27

智通财经APP获悉，广发证券发布研报称，随着生成式AI迈向具备长期推理能力的代理型系统，AI Agent在执行任务时需频繁存取庞大的矢量数据库以进行检索增强生成，相关数据量庞大且具高度随机存取特性，将显著推升对高IOPS企业级SSD的需求。供给端，海外原厂投资不再用于大规模新建晶圆厂以增加晶圆投入，而是高度集中于HBM和先进制程迁移，NAND投入较为审慎；价格端，预计NAND Flash合约价有望...

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广发证券：AI NAND供需紧张 涨价仍有弹性

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广发证券：AI NAND供需紧张涨价仍有弹性