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中原证券4月25日发布研报称,给予江波龙(301308.SZ)买入评级。评级理由主要包括:1)AI推动存储需求大幅增长,存储器市场2024年有望强劲复苏;2)公司竞争优势突出,未来国产替代空间广阔;3)公司存储产品拓展企业级及车规级市场,有望成为未来成长的新动力。(每日经济新闻)

Zhongyuan Securities released a research report on April 25 stating that Jiang Bolong (301308.SZ) was given a purchase rating. The main reasons for the rating include: 1) AI is driving a sharp increase in storage demand, and the memory market is expected

Zhitong Finance ·  Apr 26 13:08
Zhongyuan Securities released a research report on April 25 stating that Jiang Bolong (301308.SZ) was given a purchase rating. The main reasons for the rating include: 1) AI is driving a sharp increase in storage demand, and the memory market is expected to recover strongly in 2024; 2) the company's competitive advantage is outstanding, and there is plenty of room for domestic alternatives in the future; 3) the company's storage products expand the enterprise and vehicle grade markets, which are expected to become a new driving force for future growth. (Mainichi Keizai Shimbun)

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