EPISODE · Mar 31, 2026 · 10 MIN
花旗大幅下调存储巨头目标价，存储超级周期还能持续多久？
from 亮眼看财经
花旗大幅下调存储巨头目标价，存储超级周期还能持续多久？花旗宣布大幅下调存储巨头的目标价，而且从近期存储芯片巨头的价格表现来看，却遭遇到市场资金的持续抛售。即使存储芯片巨头的业绩超预期，但市场资金似乎并不买账。知名机构纷纷下调存储巨头的目标价，反映出市场资金对存储行业的发展前景依然保持比较谨慎的态度。万物皆周期，存储芯片深受周期的影响，而且存储芯片的周期长达比较短，一旦价格确立高位，如果市场存在扩产预期，或者需求端发生松动，存储芯片价格也会发生较大的波动。在这一期节目里，我们谈一谈存储芯片的周期长度，也分析一下存储超级周期还可以持续多长时间？欢迎收听和关注。在小宇宙查看该单集文稿
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花旗大幅下调存储巨头目标价，存储超级周期还能持续多久？
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