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華爾街見聞
2026.01.07 02:25

傑富瑞的 Conor 對閃迪持悲觀態度，他認為隨着長江存儲積極擴張，而客户端固態硬盤 (SSD) 規格卻不斷下調，他仍然擔心 NAND 閃存的前景。他還表示，他接觸到的許多歐洲閃迪看好者低估了長江存儲目前的市場份額及其技術與閃迪的差距有多小。

傑富瑞的 Conor 對閃迪持悲觀態度，他認為隨着長江存儲積極擴張，而客户端固態硬盤 (SSD) 規格卻不斷下調，他仍然擔心 NAND 閃存的前景。他還表示，他接觸到的許多歐洲閃迪看好者低估了長江存儲目前的市場份額及其技術與閃迪的差距有多小。

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