Storage is a good sector, pullbacks are buying opportunities...
【存储行业专题报告】需求爆发&供给刚性，存储超级成长周期
核心观点：需求爆发&供给刚性，价格持续上涨，存储迎来超级周期。1）AI 大模型技术超预期迭代升级，全球 Token 消耗量爆发式增长，由此带来海量的数据存储、处理和检索需求，存储行业迎来超级景气周期。2）海外三大原厂将有限产能向高利润 HBM 和 DDR5 产品倾斜，对消费级和低端存储芯片产能造成严重挤压，供需缺口扩大。3）存储原厂在上轮周期产能和资本开支过度后...
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