EPISODE · Jun 25, 2026 · 12 MIN
美光科技财报大超预期：HBM供不应求，存储芯片超级周期还能狂奔几年？
from 亮眼看财经
美光科技再次交出亮眼成绩单，HBM高带宽存储器订单几乎全部售罄，AI服务器需求持续爆发，推动DRAM和NAND价格进入新一轮上涨周期。在本期节目中，我们将从美光财报出发，拆解AI产业链背后的核心逻辑：为什么HBM成为继GPU之后最稀缺的资源？DRAM、NAND价格上涨能持续多久？我们将深入探讨市场最关心的问题——这轮由AI驱动的存储芯片超级周期究竟还能走多远？从美光到SK海力士，从HBM到AI数据中心，从存储芯片涨价到资本市场估值重构，本期节目带你深入了解美光科技财报，深入了解存储芯片的发展前景，欢迎收听。在小宇宙查看该单集文稿
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美光科技财报大超预期：HBM供不应求，存储芯片超级周期还能狂奔几年？
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