大牛犇犇
03-19
……跌了
内存供应短缺超预期!存储概念股还能继续涨?
存储芯片股带动芯片指数涨超2%、连续七日跑赢大盘,闪迪涨超9%。花旗报告表示,AI推理需求激增带动KV缓存存储爆发,SK海力士一季度DRAM与NAND均价预计环比分别上涨63%和70%,整体营收约52万亿韩元,环比增58%,季度营业利润料达39.1万亿韩元,环比翻倍、同比增426%,超市场预期。【内存供应短缺持续超预期,大家觉得还能继续持有吗?现在是否到了止盈时刻?】
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