摩根士丹利：DRAM合约价增速或在2026年第四季度见顶
2026-07-16 12:53:51
据Odaily星球日报报道，摩根士丹利发布最新存储行业观点，预判DRAM合约价同比增速将在2026年第四季度见顶。报告指出，四季度后DRAM价格同比涨幅或将大幅回落，此前一年价格暴涨四倍的行情难以复刻。机构同时提及，当前存储芯片企业对应未来12个月预期市净率存在重估空间，板块估值逻辑或将迎来调整。
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