EPISODE · Jul 7, 2026 · 10 MIN
芯片股抛售潮席卷全球，存储“涨到头”了吗？
from 亮眼看财经
在存储芯片股价下跌的背后，一方面与存储芯片前期涨幅巨大，股票估值大幅提升的因素有关，另一方面是作为科技七巨头之一的Meta宣布加码云计算业务，或预示着未来AI资本开支有逐渐减缓的趋势。假如未来有更多的科技巨头、云厂商像Meta那样加码云计算业务，或减少AI资本开支力度，那么将会对算力芯片、存储芯片等产业的投资逻辑产生出实质性的冲击影响。一场由存储芯片巨头引发的全球芯片抛售潮，正在改写全球芯片股的投资逻辑，科技股对全球资金的虹吸效应正在逐渐减弱。在这一期节目中，我们具体聊聊存储芯片的底层逻辑，是否正在被动摇，存储头部是否已经形成？欢迎收听！在小宇宙查看该单集文稿
Embed this episode
Ready to play
芯片股抛售潮席卷全球，存储“涨到头”了吗？
0:00
10:19
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 亮眼看财经?
This episode is 10 minutes long.
When was this 亮眼看财经 episode published?
This episode was published on July 7, 2026.
Can I download this 亮眼看财经 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!