广发证券：HBF在读为主应用优势显著商业化进程加速

智通财经02-27

智通财经APP获悉，广发证券发布研报称，HBF在读为主应用优势显著，商业化进程加速。该技术有效填补了HBM与传统固态硬盘之间的空白，为对容量和成本敏感的读取密集型应用提供理想的解决方案。AI记忆持续扩展模型能力边界，AIAgent等应用加速落地。AI记忆相关上游基础设施价值量、重要性将不断提升。建议关注产业链核心受益标的。广发证券主要观点如下：HBF是基于3DNAND的高带宽堆叠存储介质HBF是...

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广发证券：HBF在读为主应用优势显著 商业化进程加速

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广发证券：HBF在读为主应用优势显著商业化进程加速