研報掘金丨長城證券:江波龍成長空間廣闊,維持“增持”評級
長城證券研報指出,6月16日,江波龍攜手Sandisk閃迪簽署合作備忘錄共啓UFS新篇。此次合作將深度整合雙方優勢資源,基於閃迪先進的BiSC8—-218 層3D閃存技術,結合江波龍在主控芯片(由旗下子公司慧憶微提供)、自有固件和元成ESAT 專品專線封測製造服務方面的專業技術能力,面向移動設備及IOT應用推出高品質UFS存儲解決方案。全球AIGC 浪潮推動及“數字中國”頂層規劃出爐,存儲市場獲得成長新動能,公司作爲國內獨立存儲器龍頭,積極推進存儲產業鏈國內國際雙輪佈局,成長空間廣闊。維持“增持”評級。
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