就在存储产业巨头们集体实现扭亏、竞速HBM(高带宽内存)的关口,摩根士丹利(业界简称“大摩”)突然发布一份针对存储产业的悲观报告,直指当前存储芯片将面临寒冬。 报告一发出,立即引发存储龙头们股价震荡。但随后不久,在9月25日美光发布2024财年第四财季报告,光速“打脸”大摩的结论,股价旋即大涨超14%。 (近五日美光股价表现,25日财报发布后股价大涨) 美光CEO Sanjay ...
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