东方证券：存储巨头业绩强劲 AI需求有望被持续挖掘

智通财经02-02

智通财经APP获悉，东方证券发布研报称，海外存储巨头SK海力士与闪迪(SNDK.US)业绩强劲，且下季指引乐观，印证存储行业供不应求。AI推理需求正成为存储增长核心动力，将持续拉动数据中心对DRAM和NAND的需求。同时，NOR Flash等利基存储因产能被主流产品挤压，供给大幅收缩，预计紧缺与涨价态势将延续，国内相关厂商有望受益。东方证券主要观点如下：事件SK海力士、三星、闪迪等海外头部存储厂商...

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