$Micron Technology(MU)$ 人工智能将推动数据中心DRAM和NAND位元需求占比首次突破行业总需求的50%,这标志着存储芯片正从周期性大宗商品赛道转向AI基础设施核心资产。
机构分析认为,在十五年一遇的供需缺口、AI驱动的需求重构与寡头供给弹性三重因素下,存储芯片行业正迎来结构性转变,美光科技作为行业龙头将直接受益于这一趋势。
$美光科技(MU)$

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