存储概念股再度走强 AI基础设施建设推升存储芯片需求机构料行业供需缺口扩大

智通财经03-11

存储概念股再度走强，截至发稿，兆易创新(03986)涨5.5%，报398.8港元；澜起科技(06809)涨2.28%，报188港元。消息面上，美国应用材料公司周二表示，将于美光科技和SK海力士合作，开发对人工智能和高性能计算至关重要的下一代芯片。公告发布之际，OpenAI、Alphabet旗下的谷歌和微软等美国科技公司正快速建设人工智能基础设施，推动了对存储芯片的需求，导致供应紧张并推高了价格。...

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存储概念股再度走强 AI基础设施建设推升存储芯片需求 机构料行业供需缺口扩大

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存储概念股再度走强 AI基础设施建设推升存储芯片需求机构料行业供需缺口扩大