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【研选行业+公司】存储效能成AI胜负手,这类介质迎机遇,唯一标的已圈出
第一财经· 2025-11-15 12:46
Group 1 - The global data volume is expected to double from 1.1ZB to 2.4ZB, indicating a significant opportunity for storage efficiency, particularly in AI applications. A key stock in the A-share market has been identified as a major beneficiary of this trend [1] - A major industrial gas supplier has reported a year-on-year net profit increase of 82% in the third quarter, successfully reversing a trend of seven consecutive quarters of revenue growth without profit. The production capacity of electronic industrial gas projects is set to expand, creating a window for increased output. Additionally, the early termination of shareholder share reduction signals strong confidence in the company's future [1]