{"id":792321,"date":"2026-06-03T16:51:43","date_gmt":"2026-06-03T08:51:43","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=792321"},"modified":"2026-06-03T16:51:43","modified_gmt":"2026-06-03T08:51:43","slug":"%e6%9c%ba%e6%9e%84%ef%bc%9a%e4%bb%8a%e5%b9%b4%e4%b8%80%e5%ad%a3%e5%ba%a6%e5%85%a8%e7%90%83nand%e5%ad%98%e5%82%a8%e5%b8%82%e5%9c%ba%e8%a7%84%e6%a8%a1%e7%8e%af%e6%af%94%e7%bf%bb%e5%80%8d-%e9%95%bf","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=792321","title":{"rendered":"\u673a\u6784\uff1a\u4eca\u5e74\u4e00\u5b63\u5ea6\u5168\u7403NAND\u5b58\u50a8\u5e02\u573a\u89c4\u6a21\u73af\u6bd4\u7ffb\u500d \u957f\u6c5f\u5b58\u50a8\u4efd\u989d13%"},"content":{"rendered":"<p>6\u67083\u65e5\uff0c\u7b2c\u4e09\u65b9\u673a\u6784Counterpoint Research\u6700\u65b0\u7684NAND\u5b58\u50a8\u5e02\u573a\u8ffd\u8e2a\u62a5\u544a\u663e\u793a\uff1a\u53d7AI\u57fa\u7840\u8bbe\u65bd\u9700\u6c42\u6301\u7eed\u589e\u957f\u7684\u63a8\u52a8\uff0c2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5168\u7403NAND\uff08\u95ea\u5b58\uff09\u5b58\u50a8\u5e02\u573a\u8425\u6536\u8fbe\u5230460\u4ebf\u7f8e\u5143\uff0c\u5e02\u573a\u89c4\u6a21\u73af\u6bd4\u63a5\u8fd1\u7ffb\u500d\uff0c\u540c\u6bd4\u589e\u957f\u81f3\u53bb\u5e74\u540c\u671f\u76843.5\u500d\uff0c\u91cd\u73b0\u4e86\u6b64\u524dDRAM\uff08\u52a8\u6001\u968f\u673a\u5b58\u53d6\u5b58\u50a8\u5668\uff09\u5e02\u573a\u7ecf\u5386\u7684\u4ef7\u683c\u5927\u5e45\u4e0a\u6da8\u8d8b\u52bf\u3002<\/p>\n<p>Counterpoint \u8868\u793a\uff0c<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0800\" data-code=\"90,BK0800\" rel=\"noopener\">\u4eba\u5de5\u667a\u80fd<\/a><\/span><span><\/span>\u57fa\u7840\u8bbe\u65bd\u7684\u90e8\u7f72\u4ee5\u53ca\u5411Agentic AI\u7684\u8f6c\u578b\uff0c\u4ecd\u662f\u5e02\u573a\u7684\u6838\u5fc3\u589e\u957f\u5f15\u64ce\u3002\u9762\u5411\u670d\u52a1\u5668\u7684\u4f01\u4e1a\u7ea7\u56fa\u6001\u786c\u76d8\uff08eSSD\uff09\u57282026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5360\u636e\u4e86NAND\u5e02\u573a\u603b\u91cf\u768443%\uff0c\u9884\u8ba1\u5230\u4eca\u5e74\u5e74\u5e95\u5c06\u8d85\u8fc760%\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684NAND\u5e02\u573a\u8425\u6536\u5df2\u8d85\u8fc72023\u5e74\u5168\u5e74\u6c34\u5e73\u3002<\/p>\n<p><center><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D25563494994154646580_w1024h710.jpg\" width=\"580\" alt=\"\u673a\u6784\uff1a\u4eca\u5e74\u4e00\u5b63\u5ea6\u5168\u7403NAND\u5b58\u50a8\u5e02\u573a\u89c4\u6a21\u73af\u6bd4\u7ffb\u500d \u957f\u6c5f\u5b58\u50a8\u4efd\u989d13%\" style=\" display:block; margin-left:auto; margin-right:auto; \" \/><\/center><\/p>\n<p>\u5177\u4f53\u5e02\u573a\u4efd\u989d\u6392\u540d\u65b9\u9762\uff1a\u4e09\u661f\u4ee529%\u7684\u5e02\u573a\u4efd\u989d\uff0c\u7ee7\u7eed\u4fdd\u6301\u5176\u5e02\u573a\u7b2c\u4e00\u7684\u5730\u4f4d\u3002\u7b2c\u4e8c\u540d\u4e3aSK\u6d77\u529b\u58eb\uff0c\u5e02\u573a\u4efd\u989d\u4e3a18%\uff1b\u7b2c\u4e09\u540d\u80f6\u7740\uff0c\u94e0\u4fa0\uff08Kioxia\uff09\u3001\u7f8e\u5149\uff08Micron\uff09\u3001<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.SNDK\" data-code=\"105,SNDK\" rel=\"noopener\">\u95ea\u8fea<\/a><\/span><span><\/span>\uff08SanDisk\uff09\u548c\u957f\u6c5f\u5b58\u50a8\uff08YMTC\uff09\u5e02\u573a\u4efd\u989d\u63a5\u8fd1\u3002\u5728\u5f3a\u52b2\u9700\u6c42\u63a8\u52a8\u4e0b\uff0c\u4e09\u5bb6\u56f4\u7ed5\u5168\u7403\u7b2c\u4e09\u7684\u4f4d\u7f6e\u5c55\u5f00\u6fc0\u70c8\u7ade\u4e89\u3002<\/p>\n<p>Counterpoint\u62a5\u544a\u663e\u793a\uff1a\u957f\u6c5f\u5b58\u50a8\u6210\u4e3a\u5e02\u573a\u8868\u73b0\u6700\u4eae\u773c\u7684\u5382\u5546\u3002\u5728\u4e2d\u56fd\u672c\u571f\u5382\u5546\u9700\u6c42\u5f3a\u52b2\u4ee5\u53ca\u4f9b\u5e94\u7d27\u5f20\u63a8\u52a8\u4ef7\u683c\u4e0a\u6da8\u7684\u53cc\u91cd\u9a71\u52a8\u4e0b\uff0c\u957f\u6c5f\u5b58\u50a8\u8425\u6536\u540c\u6bd4\u589e\u957f\u8fd1 445%\uff0c\u5e02\u573a\u4efd\u989d\u4ece\u53bb\u5e74\u540c\u671f\u76848%\u63d0\u5347\u81f3\u672c\u5b63\u5ea6\u768413%\u3002<\/p>\n<p>Counterpoint\u8fdb\u4e00\u6b65\u6307\u51fa\uff0c\u957f\u6c5f\u5b58\u50a8\u6b63\u8ba1\u5212\u5728\u4e2d\u56fd\u7b79\u5907\u9996\u6b21\u516c\u5f00\u52df\u80a1\uff08<a href=\"https:\/\/www.alphaseek.cn\/?tag=ipo\" title=\"View all posts in IPO\" target=\"_blank\" class=\"tag_link\">IPO<\/a>\uff09\uff0c\u53d1\u5c55\u8def\u5f84\u4e0e\u6b64\u524d\u7684\u957f\u946b\u5b58\u50a8\u7c7b\u4f3c\u3002\u82e5\u6210\u529f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%8a%e5%b8%82\" title=\"View all posts in \u4e0a\u5e02\" target=\"_blank\" class=\"tag_link\">\u4e0a\u5e02<\/a>\uff0c\u957f\u6c5f\u5b58\u50a8\u6709\u671b\u83b7\u5f97\u66f4\u5145\u8db3\u7684\u8d44\u91d1\u6ce8\u5165\uff0c\u540c\u65f6\u8fdb\u4e00\u6b65\u63d0\u5347\u5e02\u573a\u516c\u4fe1\u529b\u548c\u54c1\u724c\u5f71\u54cd\u529b\u3002<\/p>\n<p>Counterpoint Research \u7814\u7a76\u603b\u76d1MS Hwang\u8868\u793a\uff1a\u201c\u5982\u679c\u957f\u6c5f\u5b58\u50a8\u80fd\u901a\u8fc7\u6b64\u6b21IPO\u83b7\u5f97\u989d\u5916\u8d44\u91d1\u652f\u6301\uff0c\u516c\u53f8\u5c06\u5177\u5907\u8fdb\u4e00\u6b65\u6269\u5927\u4ea7\u80fd\u548c\u4e1a\u52a1\u89c4\u6a21\u7684\u80fd\u529b\u3002\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u6211\u4eec\u9884\u8ba1\u957f\u6c5f\u5b58\u50a8\u5c06\u8d85\u8d8a\u94e0\u4fa0\u548c\u7f8e\u5149\uff0c\u8fdb\u4e00\u6b65\u6269\u5927\u9886\u5148\u4f18\u52bf\uff0c\u6210\u4e3a\u5168\u7403\u7b2c\u4e09\u5927NAND\u5b58\u50a8\u5382\u5546\u3002\u201d<\/p>\n<p>\u516c\u5f00\u4fe1\u606f\u663e\u793a\uff1a\u4e09\u661f<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1201\" data-code=\"90,BK1201\" rel=\"noopener\">\u7535\u5b50<\/a><\/span><span><\/span>\u4eca\u5e74\u7b2c\u4e00\u8d22\u5b63\u5b9e\u73b0\u5408\u5e76\u9500\u552e\u989d\u7ea6133\u4e07\u4ebf\u97e9\u5143\uff08\u7ea6\u54086064.8\u4ebf\u5143<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%ba%e6%b0%91%e5%b8%81\" title=\"View all posts in \u4eba\u6c11\u5e01\" target=\"_blank\" class=\"tag_link\">\u4eba\u6c11\u5e01<\/a>\uff09\uff0c\u540c\u6bd4\u589e\u957f68.1%\uff0c\u8f832025\u5e74\u7b2c\u56db\u5b63\u5ea6\u768493.84\u4e07\u4ebf\u97e9\u5143\u589e\u957f41.7%\u3002\u8be5\u516c\u53f8\u4e00\u5b63\u5ea6\u5408\u5e76\u8425\u4e1a\u5229\u6da6\u7ea6\u4e3a57.2\u4e07\u4ebf\u97e9\u5143\uff08\u7ea6\u54082608.32\u4ebf\u5143\u4eba\u6c11\u5e01\uff09\uff0c\u4e0e2025\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76846.69\u4e07\u4ebf\u97e9\u5143\u76f8\u6bd4\u98d9\u5347755%\uff0c\u521b\u4e0b\u8fd1\u5e74\u6765\u540c\u6bd4\u589e\u5e45\u65b0\u9ad8\uff1b\u8f832025\u5e74\u7b2c\u56db\u5b63\u5ea6\u768420.07\u4e07\u4ebf\u97e9\u5143\u589e\u957f185%\uff0c\u76c8\u5229\u89c4\u6a21\u5b9e\u73b0\u8fde\u7eed\u4e24\u4e2a\u5b63\u5ea6\u7684\u9ad8\u901f\u6500\u5347\u3002<\/p>\n<p>SK\u6d77\u529b\u58eb\u516c\u5e032026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u73b0\u8425\u653652.5763\u4e07\u4ebf\u97e9\u5143\uff0c\u9996\u6b21\u51b2\u783450\u4e07\u4ebf\u97e9\u5143\uff0c\u73af\u6bd4\u524d\u4e00\u5b63\u5ea6\u589e\u957f\u4e8660%\uff0c\u540c\u6bd4\u4e0a\u5e74\u589e\u957f\u4e86198%\uff1b\u8425\u4e1a\u5229\u6da6\u4e3a37.6\u4e07\u4ebf\u97e9\u5143\uff0c\u540c\u6837\u521b\u51fa\u65b0\u9ad8\uff0c\u73af\u6bd4\u589e\u957f\u4e8696%\uff0c\u540c\u6bd4\u589e\u957f\u4e86405%\u3002\u8425\u4e1a\u5229\u6da6\u7387\u9ad8\u8fbe72%\u3002<\/p>\n<p><span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.MU\" data-code=\"105,MU\" rel=\"noopener\">\u7f8e\u5149\u79d1\u6280<\/a><\/span><span><\/span>\u622a\u81f32026\u5e742\u670826\u65e5\u76842026\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u663e\u793a\uff0c\u672c\u5b63\u5ea6\u516c\u53f8\u8425\u6536\u8fbe\u5230238.6\u4ebf\u7f8e\u5143\uff0c\u8f83\u53bb\u5e74\u540c\u671f\u768480.5\u4ebf\u7f8e\u5143\u589e\u957f196%\uff0c\u8f83\u4e0a\u4e00\u5b63\u5ea6\u7684136.4\u4ebf\u7f8e\u5143\u589e\u957f75%\uff0c\u521b\u4e0b<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1675\" data-code=\"90,BK1675\" rel=\"noopener\">\u5386\u53f2\u65b0\u9ad8<\/a><\/span><span><\/span>\uff1b\u51c0\u5229\u6da6\u8868\u73b0\u66f4\u4e3a\u5f3a\u52b2\uff0c\u5728GAAP\u51c6\u5219\u4e0b\u51c0\u5229\u6da6\u4e3a137.9\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u66b4\u6da8770.8%\uff0c\u73af\u6bd4\u589e\u957f163.1%\u3002<\/p>\n<p>\u65e5\u524d\uff0c\u7f8e\u5149CEO\u6851\u6770\u00b7\u9a6c\u7f57\u7279\u62c9\uff08Sanjay Mehrotra\uff09\u63a5\u53d7\u5916\u5a92\u91c7\u8bbf\u65f6\u53d1\u51fa\u9884\u8b66\uff0c\u79f0\u5f53\u524d\u5168\u7403\u5185\u5b58\u77ed\u7f3a\u53ef\u80fd\u5ef6\u7eed\u81f32026\u5e74\u4e4b\u540e\uff0c\u800c\u884c\u4e1a\u771f\u6b63\u610f\u4e49\u4e0a\u7684\u5927\u89c4\u6a21\u65b0\u4ea7\u80fd\u91ca\u653e\uff0c\u81f3\u5c11\u8981\u7b49\u52302028\u5e74\u3002<\/p>\n<p>\u53d7\u5f3a\u52b2\u4e1a\u7ee9\u63a8\u52a8\u4ee5\u53ca\u5bf9\u672a\u6765\u7684\u5f3a\u70c8\u770b\u597d\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u8005\u4e00\u76f4\u5728\u6301\u7eed\u4e70\u5165\u5b58\u50a8\u80a1\u3002\u4eca\u5e74\u4ee5\u6765\uff0c\u4e09\u661f<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1201\" data-code=\"90,BK1201\">\u7535\u5b50<\/span>\u6da8\u5e45\u7ea6\u4e3a208%\uff0cSK\u6d77\u529b\u58eb\u6da8\u5e45\u7ea6\u4e3a270%\uff0c\u7f8e\u5149\u6da8\u5e45\u4e3a270%\u3002<\/p>\n<p><a target=\"_blank\" href=\"https:\/\/acttg.eastmoney.com\/pub\/xxlout_khmbdfcfappnew_random_0007467a\" rel=\"noopener\"><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D24832930842412850501_w690h389.jpg\" alt=\"\u673a\u6784\uff1a\u4eca\u5e74\u4e00\u5b63\u5ea6\u5168\u7403NAND\u5b58\u50a8\u5e02\u573a\u89c4\u6a21\u73af\u6bd4\u7ffb\u500d \u957f\u6c5f\u5b58\u50a8\u4efd\u989d13%\" style=\" display:block; margin-left:auto; margin-right:auto; \" \/><\/a><\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>6\u67083\u65e5\uff0c\u7b2c\u4e09\u65b9\u673a\u6784Counterpoint Research\u6700\u65b0\u7684NAND\u5b58\u50a8\u5e02\u573a\u8ffd\u8e2a\u62a5\u544a\u663e\u793a\uff1a\u53d7AI\u57fa\u7840\u8bbe [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[232],"tags":[57,195,266,148,14,241],"views":26,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/792321"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=792321"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/792321\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=792321"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=792321"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=792321"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}