EPISODE · May 27, 2026 · 11 MIN
从周期股到AI核心资产：美光1万亿美元市值背后的逻辑
from 亮眼看财经
美光科技总市值突破1万亿美元，市场对美光科技、SK海力士以及三星的估值定价已经从周期行业转变为AI核心基础设施行业。美光科技总市值突破历史新高，背后反映出AI基础设施的投入持续加码、HBM需求的持续提升等现象。这一期节目，我们深入探讨存储芯片的景气周期持续性，同时也分析一下美光科技市值突破1万亿美元的背后逻辑，欢迎收听。在小宇宙查看该单集文稿
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从周期股到AI核心资产：美光1万亿美元市值背后的逻辑
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