Pouring cold water on the hot SanDisk and NAND, Jeffries: The market underestimates Yangtze Memory Technologies

华尔街见闻
2026.01.07 02:25

杰富瑞的 Conor 对闪迪持悲观态度，他认为随着长江存储积极扩张，而客户端固态硬盘 (SSD) 规格却不断下调，他仍然担心 NAND 闪存的前景。他还表示，他接触到的许多欧洲闪迪看好者低估了长江存储目前的市场份额及其技术与闪迪的差距有多小。

杰富瑞的 Conor 对闪迪持悲观态度，他认为随着长江存储积极扩张，而客户端固态硬盘 (SSD) 规格却不断下调，他仍然担心 NAND 闪存的前景。他还表示，他接触到的许多欧洲闪迪看好者低估了长江存储目前的市场份额及其技术与闪迪的差距有多小。

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