【华泰证券:价格拐点将至 关注本土存储产业链投资机遇】华泰证券认为,存储模组环节处于行业下游,伴随行业价格企稳回升,其业绩有望率先迎来拐点。国内存储模组公司产品技术能力日趋完善,横向扩充产品品类,逐步实现从消费类向企业级/车规级产品的拓展,纵向发力主控芯片及封测领域,实现自主供应,提升综合竞争力。

金融界
04 Mar
华泰证券认为,存储模组环节处于行业下游,伴随行业价格企稳回升,其业绩有望率先迎来拐点。国内存储模组公司产品技术能力日趋完善,横向扩充产品品类,逐步实现从消费类向企业级/车规级产品的拓展,纵向发力主控芯片及封测领域,实现自主供应,提升综合竞争力。

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