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美光受益于AI内存需求 强劲的定价和供应限制支撑看涨前景_蜘蛛资讯网

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。有限的洁净室空间和设备限制（例如由EUV光刻工具造成的限制）仍然是增加产出的主要障碍。　　预计到2026年，数据中心将占据DRAM市场超过70%的份额。这将减弱消费设备需求减少所带来的影响。但市场仍然存在一些需要谨慎的理由。Erste Group的一位分析师下调了该股评级，原因是担心大量的资本投入以及内存周期的长期可持续性。　　尽管观点各异，但大多数分析师仍然持乐观态度，多数给出“买入”评级，并

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