和讯投顾李诗园：别再只盯着算力了！AI存储芯片来了

和讯网02-02

别再只盯着算力了，2026年一个比GPU更紧张更确定的超级缺货来了，那就是AI存储芯片！马斯克和全球的巨头都在疯抢，这场由AI引爆的存储风暴将持续至少三年，AI服务器对hbm高带宽内存的需求是指数级的增长，全球的产能被预定到2028年，巨头们正把产能全部转向高端芯片，导致了传统的存储也意外紧缺，甚至出现价格倒挂的情况。那 A股投资逻辑非常清晰，就三条主线，第一个是最核心的hbm产业链，第二个是弹性...

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