存储芯片龙头上半年净利大增约2倍机构建议关注两主线

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6月18日晚，存储芯片上市企业佰维存储披露公告称，预计2024年上半年实现归属净利润约为2.8亿元至3.3亿元；归母净利润为28000万元至33000万元，同比增长194.44%至211.31%。同日，据《科创板日报》报道，存储芯片供应链透露，上游存储原厂HBM订单2025年预订一空，订单能见度可达2026年一季度。SK海力士、美光2024年HBM提前售罄，2025年订单也接近满载，估计合计供应给...

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存储芯片龙头上半年净利大增约2倍 机构建议关注两主线

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存储芯片龙头上半年净利大增约2倍机构建议关注两主线