港股异动 | 存储概念集体高开 CSP龙头企业已将27年LTA产能悉数预订存储短缺压力将持续加剧

智通财经06-12

智通财经APP获悉，存储概念股集体高开，截至发稿，澜起科技(06809)涨6.08%，报387.2港元；兆易创新(03986)涨4.95%，报721港元；伟仕佳杰(00856)涨3.24%，报9.88港元。消息面上，据市场媒体报道，Digitimes Asia周三援引供应链消息人士称，云服务商(CSP)龙头企业已将2027年可用长期协议(LTA)产能悉数预订，目前正积极推进2028年供应谈判。...

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港股异动 | 存储概念集体高开 CSP龙头企业已将27年LTA产能悉数预订 存储短缺压力将持续加剧

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港股异动 | 存储概念集体高开 CSP龙头企业已将27年LTA产能悉数预订存储短缺压力将持续加剧