花旗分析师在研报中称，鉴于 2026 年下半年 DRAM 芯片价格有望走高，将美光科技列入“上行催化剂”观察名单；同时因智能手机销量增长疲软，将高通列入“下行催化剂”观察名单。
据Odaily星球日报报道，花旗分析师表示，人工智能计算需求仍处于供不应求状态，最近 AWS EC2 GPU 价格上涨了 20%反映了这一点；DRAM 短缺是当前算力供应的最大制约因素。
AI趋势 | 花旗：美光列入上行观察名单
2026-07-06 13:23:42
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
STOCKS | Citi Analysts Add Micron to Upside Catalyst Watch List and Qualcomm to Downside ListNext article：
美股大型科技股盘前多数上涨
