OpenAI Astra发布再点燃AI算力热情，存储芯片成新主线

OpenAI Astra发布再点燃AI算力热情，存储芯片成新主线

2026-09-07 21:53

ChainThink 消息，9 月 7 日，OpenAI 旗舰模型 Astra 发布再度点燃市场对 AI 基础设施的热情，存储芯片成为率先受益板块。

美股半导体股上周五集体走强，美光科技涨超 6%，闪迪涨近 12%；周一亚洲市场延续涨势，SK 海力士涨约 8%，三星电子涨超 5%，铠侠涨约 10%。

机构认为，前沿 AI 模型能力提升将带动算力需求增长，存储和网络环节瓶颈可能加剧，HBM、DRAM 等有望重新成为 AI 基础设施交易主线。

高盛和摩根士丹利预计，2027 年全球 AI 资本支出将达 1.3 万亿至 1.5 万亿美元，其中超半数或用于内存建设。

盛宝银行首席投资策略师 Charu Channa 表示，Astra 发布进一步支持 AI 支出持续增长，前沿模型算力需求将利好 SK 海力士、三星电子等存储厂商。

随着 AI 模型增强，市场关注正从 GPU 的“算力交易”向 HBM、DRAM 等“存储交易”扩散。

Disclaimer: Contains third-party opinions, does not constitute financial advice

Recommended Reading

Amazon announces a multi-billion dollar investment in Missouri to build a data center campus, expected to create over 400 long-term positions

06-16
Amazon announces a multi-billion dollar investment in Missouri to build a data center campus, expected to create over 400 long-term positions

Elon Musk's current personal net worth has risen to the range of $1.1 trillion to $1.2 trillion.

06-15
Elon Musk's current personal net worth has risen to the range of $1.1 trillion to $1.2 trillion.

OpenAI and Anthropic Employees Cash Out $14 Billion in Five Years

06-15
OpenAI and Anthropic Employees Cash Out $14 Billion in Five Years

Tencent Involved in Investment in Lin Junyang's AI Lab, Former Head of Alibaba's Qwen, Valued at $2 Billion

06-15
Tencent Involved in Investment in Lin Junyang's AI Lab, Former Head of Alibaba's Qwen, Valued at $2 Billion

Binance will delist the CVC/USDC, RPL/USDC, RVN/USDC, and XAI/USDC leveraged trading pairs on June 19

06-15
Binance will delist the CVC/USDC, RPL/USDC, RVN/USDC, and XAI/USDC leveraged trading pairs on June 19

U.S. Security Experts Unite to Urge Repeal of Anthropic Ban, Warn That Restricting Defensive Tools Will Lose the AI Race Against China

06-15
U.S. Security Experts Unite to Urge Repeal of Anthropic Ban, Warn That Restricting Defensive Tools Will Lose the AI Race Against China

Musk vows SpaceX revenue to reach $1 trillion by 2030

06-15
Musk vows SpaceX revenue to reach $1 trillion by 2030