江波龍(301308.SZ):隨着宏觀經濟的逐步企穩,以智能手機為代表的市場主流存儲容量的快速升級,未來會催生大量新的存儲容量需求
格隆匯5月25日丨江波龍(301308.SZ)於2023年5月23日16:00-17:30接受機構調研,問答環節中,就“從公司股權激勵有關公吿中看到公司制定的2023年營收目標不低於91.63億元,其信心主要是來源於哪裏?”,公司回覆稱,依據市場機構的分析,宏觀經濟有望逐步復甦,消費者信心將得到恢復,再疊加原產減產效應,雙重驅動之下將為市場帶來較強的回暖動力;此外,隨着宏觀經濟的逐步企穩,以智能手機為代表的市場主流存儲容量的快速升級,未來會催生大量新的存儲容量需求。
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