Open in PodwiseOpen

Episode cover

27 Jul 2026

28m

「野村」20260727：长鑫存储目标价116元/股，潜在涨幅1239.5%。智能体AI推动未来五年存储需求年均复合增长率60%，而供给增长率仅为30%-40%，供需缺口持续扩大推动EPS和P/E上行

老厉害

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.

Open in Podwise

Shownotes are not generated by Podwise.

「野村」20260727：长鑫存储目标价116元/股，潜在涨幅1239.5%。智能体AI推动未来五年存储需求年均复合增长率60%，而供给增长率仅为30%-40%，供需缺口持续扩大推动EPS和P/E上行