摩根大通：DRAM / NAND 供需仍紧张，基本面有望保持强劲至 2028 年
Source IT之家1h ago
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This item is a 中文-language original; headline and summary shown as published.
IT之家 11 月 5 日消息，据财联社报道，摩根大通最新研究报告指出，主要存储股较 2026 年高点平均回撤约 45%，费城半导体指数较近期高点回撤约 29%。 摩根大通认为，尽管市场担忧人工智能融资、电力瓶颈及投资回报，但 DRAM（IT之家注：动态随机存储器）和 NAND（闪存）供需仍然紧张，长期供货协议不断扩…
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