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谁为“存储超级周期”买单？大摩下调多家硬件设备公司评级 episode artwork

EPISODE · Nov 18, 2025 · 3 MIN

谁为“存储超级周期”买单？大摩下调多家硬件设备公司评级

from 科技热点新闻

1.随着DRAM、NAND价格快速上涨，大摩下调多家设备制造评级； 2.其中戴尔遭到“双重下调”，引发新一轮抛售；3.相比之下，大摩认为苹果与Pure Storage受益于差异化商业模式

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谁为“存储超级周期”买单？大摩下调多家硬件设备公司评级

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