今年再涨两个40%,投行Jefferies预计全球内存价格涨势或延续至2028年
2026-06-23 03:14
Odaily Planet Daily News: Investment bank Jefferies stated in its latest report that the global memory price uptrend may exceed market expectations, with improvement unlikely until at least 2028. The report forecasts that memory prices in the third quarter of this year will increase by 40% to 50% compared to the previous quarter, and may further rise by 30% to 40% in the fourth quarter, exceeding the market's expectation of 15% to 20%. The primary reason for the price increase is that clients in the AI industry are willing to sign long-term contracts and provide approximately 40% of the payment in advance.
