聚焦BofA Global Research_全球存储技术:对1Q-2Q平均售价和利润的乐观情绪上升,上调全球预测。Blended ASP (US$)New 2.3 2.2 2.3 2.9 3.6 3.9 3.9 3.9 3.4 3.0 1.6 2.6 2.4 3.8 3.6 Old 2.3 2.2 2.3 2.9 3.7 3.8 3.8 3.7 3.4 3.0 1.6 2.6 2.5 3.8 3.5 Diff nm nm nm -2.3% -2.3% 2.4% 3.5% 3.5% nm nm nm nm -0.7% 1.9% 2.8%Source: BofA Global Research estimates, industry data. Chg = change. Equiv = equivalent。
聚焦BofA Global Research_全球存储技术:对1Q-2Q平均售价和利润的乐观情绪上升,上调全球预测。Blended ASP (US$)New 2.3 2.2 2.3 2.9 3.6 3.9 3.9 3.9 3.4 3.0 1.6 2.6 2.4 3.8 3.6 Old 2.3 2.2 2.3 2.9 3.7 3.8 3.8 3.7 3.4 3.0 1.6 2.6 2.5 3.8 3.5 Diff nm nm nm -2.3% -2.3% 2.4% 3.5% 3.5% nm nm nm nm -0.7% 1.9% 2.8%Source: BofA Global Research estimates, industry data. Chg = change. Equiv = equivalent。
聚焦BofA Global Research_全球存储技术:对1Q-2Q平均售价和利润的乐观情绪上升,上调全球预测。Blended ASP (US$)New 2.3 2.2 2.3 2.9 3.6 3.9 3.9 3.9 3.4 3.0 1.6 2.6 2.4 3.8 3.6 Old 2.3 2.2 2.3 2.9 3.7 3.8 3.8 3.7 3.4 3.0 1.6 2.6 2.5 3.8 3.5 Diff nm nm nm -2.3% -2.3% 2.4% 3.5% 3.5% nm nm nm nm -0.7% 1.9% 2.8%Source: BofA Global Research estimates, industry data. Chg = change. Equiv = equivalent。
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适合战略规划、产品经理等读者参考。
重点分析了BofA、Global、对1Q等议题。