存储领域市场预期短缺两年

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中东战火导致全球股市全面回档，美国包括美光在内的存储类股周二（3日）跟进韩国同行大跌，但分析师认为，存储领域基本面并未转坏，DRAM与NAND芯片价格动能正在增强，供应短缺情况可能持续至2028年。瑞穗交易部门分析师Jordan Klein表示，三星与SK海力士股价单日的极端跌幅，偏向反映韩国股市先前“严重超买”，而非“基本面出现新的负面信号”。美光在周二表示，在低功耗服务器存储方面取得进展，已...

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存储领域 市场预期短缺两年

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存储领域市场预期短缺两年