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Morgan Stanley expects the growth rate of storage prices to peak in Q4 this year

2026-07-16 12:44:20

BlockBeats news, July 16: Morgan Stanley expects the growth rate of DRAM contract prices to peak in Q4 2026, after which the year-over-year growth rate could drop sharply. A situation like the previous year, when prices rose fourfold, is unlikely to occur again, and the valuations of storage companies (forward 12-month expected price-to-book ratio) still need to be reassessed.

DRAM-5.14%

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