投行Jefferies在最新报告中表示，全球内存价格涨势可能超过市场预期，最快到2028年才有机会改善。
据Odaily星球日报报道，报告预计，今年第三季度内存价格将较上一季度上涨40%至50%，第四季度或进一步上涨30%至40%，高于市场预期的15%至20%。
报告称，价格上涨主要原因是人工智能行业客户愿意签订长期合约，并提供约40%的预付款。
Jefferies：内存价格涨势或超预期
2026-06-23 03:24:20
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