AI支出进入新阶段！杰富瑞最新研判：存储巨头正从云巨头手中接过定价权

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杰富瑞发表最新研报指出，投资者目前对人工智能(AI)赛道的关注重心正从超大规模云平台企业，转向为AI产业提供核心元器件的上游供应商。该行分析师Christopher Wood在其最新一期《贪婪与恐惧》市场分析报告中表示，AI领域持续数年的投入热潮已进入新阶段，存储芯片厂商取代芯片设计企业与云平台方，成为掌握定价权的核心主体。随着高端存储芯片合约价格在去年年末大幅飙升，SK海力士、美光(MU.US)...

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