紧跟存储超级周期与AI算力主升浪易方达AI ETF(03489)一键布局核心机遇

智通财经05-11

智通财经APP获悉，存储、光模块、先进代工是目前AI算力链三大核心约束，当前三大环节景气共振，驱动硬件板块估值中枢上移。自2月底以来，存储芯片现货价格持续走高，DRAM现货价涨幅约25%，NAND闪存涨幅约18%。交银国际指出，当前全球存储芯片行业正经历本世纪以来最强劲的上行周期。“光通信巨头”Coherent电话会指出，订单正经历"阶跃式"增长，积压订单已创历史新高，客户排至2028年。先进代工...

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紧跟存储超级周期与AI算力主升浪 易方达AI ETF(03489)一键布局核心机遇

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紧跟存储超级周期与AI算力主升浪易方达AI ETF(03489)一键布局核心机遇