受AI智能体推动，内存需求超过供给，MU将从中受益，预计长期表现良好。
逐段跳播
Micron 上涨 16%，Broadcom 5.4%，Nvidia 8%，Apple 3%，Google 1.7%。
Micron up 16%, Broadcom 5.4%, Nvidia 8%, Apple 3%, Google 1.7%.
但 City 现在大谈内存。他们谈到 SSD 需求在 2027 年增长约 53%，2028 年再增长 41%，因为所有 AI 智能体都需要记住东西，比如我车里的 Grock，我可以问 Grock 我的狗叫什么名字，它会记得，尽管我已经三个月没提过我狗的名字了，它就有那种记忆，这记忆从哪来？
来自 Micron、Skinx、SanDisk 等等，所有这些知识都被存储起来，又是 NAND 内存。所有这些类型的内存，HBM 内存，需求远远超过供给。这三家公司未来几年会继续表现非常好。其中两家是我投资组合的重要部分。
But City now is talking a lot about memory. They're talking about SSD demand up about 53% in 2027. and another 41% in 2028 because of all of the AI agent requirements to remember stuff like for example Grock in my car I can ask Grock say what's the name of my dog it will remember even though I haven't mentioned the name of my dog for 3 months it has that memory where is it coming from well Micron Skinx SanDisk etc all of that knowledge is stored and again NAND memory memory.
All this type of memory, HBM memory, the demand for it far exceeds the supply. These three companies here will continue to do very well over the years. And two of them are uh a big part of my portfolio.
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