核心观点NAND: 西部数据2025 年或将逐步减少NAND 供应。根据DRAMexchange,上周(20250205-0207)NAND 颗粒22 个品类现货价格环比涨跌幅区间为-1.18%至2.94%,平均涨跌幅为0.18%。其中16 个料号价格持平,4 个料号价格上涨,2 个料号价格下跌。根据科创板日报报道,对于NAND,西部数据预计收入将环比下降15%左右,预计2025 年逐步减少...
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