壹评级：假期期间存储火热，闪迪签最高五年长协，行业持续高景气

第一财经05-06

“五一”假期期间，美股存储板块全线爆发，美光、闪迪、希捷、西部数据齐创历史新高，叠加SK海力士市值突破1000万亿韩元，标志着存储行业已由单纯的“涨价预期”正式迈入“业绩兑现”的超级周期。第一财经“壹评级”认为，第一季度全产业链的超预期表现，叠加闪迪第三季度业绩指引炸裂及高盛大幅上调目标价，共同验证了AI算力需求对存储产业的强劲拉动作用。　　“壹评级”分析，当前存储板块的核心变化在于“确定性”...

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