1. 海关总署：前三季度我国进口存储部件增长1.5倍。
2. 马斯克：存储厂商报价高得离谱，但美光价格合理。
3. 新平台实现光子存储超1微秒。
4. 华为徐松余：下一代麒麟2027芯片已经就绪。
5. 三星公布下一代内存与存储技术，联合AMD演示内存扩展方案。
6. 三星证券：存储芯片价格涨势放缓不代表利润见顶，维持三星、SK海力士“买入”评级。
7. 高盛：高带宽闪存有望破解AI“内存墙”，潜在市场规模最高1500亿美元。
8. 机构：到2026年底全球在售智能手机价格预计平均上涨20%。
9. 芯和半导体系统级EDA在CPO等AI产业关键场景形成客户验证。
10. 君正股份：存储市场Q4价格继续有所上涨，预计27年供需仍会比较紧张。
11. 深圳华强：存储芯片供给紧张、需求旺盛格局目前没有发生变化。(Historical earnings: In 2026Q1 (period ended 2026-03-28), Advanced Micro Devices reported basic EPS of 0.85, diluted EPS of 0.84, and net income of USD 1.383 billion. In the prior-year period (2025Q1, ended 2025-03-29), basic and diluted EPS were both 0.44, with net income of USD 0.709 billion. For 2025FY (ended 2025-12-27), basic EPS was 2.67, diluted EPS was 2.65, and net income was USD 4.335 billion, compared with 2024FY basic EPS of 1.01, diluted EPS of 1.00, and net income of USD 1.641 billion. Consensus expectations: For 2026Q3 (event date 2026-11-03), consensus EPS estimate is 1.9601; revenue estimate is not available. For 2026Q4 (event date 2027-02-01), consensus EPS estimate is 2.6677 and revenue estimate is USD 16.340 billion.)