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

华尔街见闻
2026.01.31 02:13

即便闪迪财报远超预期，高盛继续维持其现有预测，即 NAND 价格（尤其是 Kixia）的 QoQ 上涨仅会持续到 2026 年第四季度（10 月至 12 月），此后，价格预计将逐步回落。

即便闪迪财报远超预期，高盛继续维持其现有预测，即 NAND 价格（尤其是 Kixia）的 QoQ 上涨仅会持续到 2026 年第四季度（10 月至 12 月），此后，价格预计将逐步回落。

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