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江波龙：AI存储需求的结构性受益者；首次覆盖，给予买入评级
2026-10-21 18:39
20 Oct 2026 18:00:35 ET │ 43 pages E s s e n t i a l s | Longsys (301308.SZ / 9976.HK) Structural Beneficiary of AI Memory Demand; Initiating At Buy/HR CITI'S TAKE We initiate coverage of Longsys with Buy/High Risk ratings on both the A- shares (TP: Rmb325, 9.5x 2027E P/E) and H-shares (TP: HK$195, 5x 2027E P/E at ~45% A-to-H discount). We view Longsys as a structural beneficiary of AI-driven memory demand growth, transitioning from a cyclical, consumer-oriented module vendor to an enterprise/AI-driven grow ...
闪迪：美光业绩映射显示NAND供应或持续紧张至2028年；重申“买入”
2026-10-21 18:37
Sandisk Corp (SNDK.O) MU Read-Thru: NAND Now Tight Thru CY28; Reit. Buy on S/D Fundamentals CITI'S TAKE MU Read-Thru – Micron (covered by Atif Malik) reported better-than- expected results and guidance amid robust AI demand. Sequentially, NAND revenue +42%, B/S +10% as prices increased ~30% (vs Consensus +20%qq/Citi +34%qq), on tight NAND conditions. Mgmt expects Micron NAND supply to grow less than industry supply growth in CY26. For CY27/CY28, expect industry NAND bit shipments to grow mid-20s% range and ...
存储价格跟踪：2026年四季度DRAM和NAND均价预测整体高于高盛预期_ Memory Pricing Tracker_ September 2026_ 4Q26 DRAM_NAND ASP forecast overall higher than GSe
高盛· 2026-10-21 18:37
30 September 2026 | 11:49PM SGT Equity Research South Korea Tech: Memory Pricing Tracker: September 2026: 4Q26 DRAM/NAND ASP forecast overall higher than GSe TrendForce expects 4Q26 DRAM ASP for PC/server/mobile to increase by +13-18%/+10-15%/+0-5% qoq, while forecasts NAND ASP to grow 15-20% qoq during the same period. TrendForce estimates are higher than GSe for PC DRAM, server DRAM, and NAND, while inline for mobile DRAM. We reiterate our Buy ratings on SEC (on CL) and Hynix. PC DRAM: 4Q26 pricing foreca ...
全球存储月报（9月）：三季度价格环比上涨约20%，四季度或再涨百分之十几-Global Memory MEMORY TRACKER (Sep)_ ~20% price hike QoQ,in 3Q, & perhaps teens% in 4Q
2026-10-21 18:37
纪要 关注公众亏:水木纪要 6 October 2026 Global Memorv MEMORY TRACKER (Sep): ~20% price hike QoQ,in 3Q, & perhaps teens% in 4Q Mark Li +852 2123 2645 mark.li@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Edward Hou. CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai. CFA +852 2123 266 vipin.cai@be This monthly tracker (download dataset here) summarizes contract/spot price data released by TrendForce/DRAMeXchange & compares that with our model & investor expectations. DRAM: Sep contract ...
