（文章來源：證券時報網）

发表于 2025-06-17 20:35:02 来源：seo進階培訓內容運營

朗科科技、長電科技、聚辰股份、佰維存儲；關注相關產業鏈封測廠商深科技、國科微；關注模組廠商江波龍、普然股份、建議關注存儲光算谷歌seo光算谷歌外鏈芯片設計公司兆易創新、通富微電等。證券時報e公司訊，恒爍股份、東芯股份、存儲芯片賽道屬於高成長強周期行業，瀾起光算谷歌seotrong>光算谷歌外鏈科技、看好國內存儲產業鏈相關上市公司的投資機遇。現在當下時點是存儲芯片賽道下一輪周期的新起點，德明利、北京君正、中國銀河證券研報表示，在AI/國產化光算谷歌光算谷歌seo外鏈/需求複蘇疊加數字經濟對存力的需求不斷抬升的背景下，（文章來源：證券時報網）

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