AI的高速发展促进了_老虎社区_美港股上老虎

AI的高速发展促进了数据中心的大规模建设，需要存储的数据也是指数级的爆发式增长因此存储相关公司还会再涨

存储板块，上周五美光的董事花费800万美金增持了美光的股票，美光再度大涨8%，继续创出历史新高。近期三星、SK海力士、美光三大存储巨头已将超40%的先进DRAM产能转向HBM生产，挤压消费级内存产能，引发供应链紧张，花旗集团分析师认为，受AI智能体普及和AI CPU内存需求激增的驱动，存储芯片价格将在2026年出现失控式上涨。【大家觉得，存储板块，现在是风险更大or机会更大？你的操作策略是？】

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TengMA
01-07
TengMA
存储需求爆表，闭眼上车！

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