供需紧平衡支撑存储上行涨价与业绩双超预期

金证研03-05

在AI数据中心需求的强力推动下，存储涨价潮持续，近期多家国内外存储公司陆续发布的2025年业绩和未来指引大幅超出市场预期。当前存储行业迎来高景气周期，2025年存储芯片价格已大幅上涨。在AI数据中心持续而强劲的行业需求叠加供给约束下，存储周期有望延续至2027年，相关公司业绩也有望持续超预期。从需求端来看，当前AI的爆发性需求拉动存储芯片打开了上涨空间。内存已成为影响AI认知能力的关键要素，如果...

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供需紧平衡支撑存储上行 涨价与业绩双超预期

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供需紧平衡支撑存储上行涨价与业绩双超预期