Goldman Sachs insists: The NAND craze will only last until the end of this year

華爾街見聞
2026.01.31 02:13

即便閃迪財報遠超預期，高盛繼續維持其現有預測，即 NAND 價格（尤其是 Kixia）的 QoQ 上漲僅會持續到 2026 年第四季度（10 月至 12 月），此後，價格預計將逐步回落。

即便閃迪財報遠超預期，高盛繼續維持其現有預測，即 NAND 價格（尤其是 Kixia）的 QoQ 上漲僅會持續到 2026 年第四季度（10 月至 12 月），此後，價格預計將逐步回落。

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