中信证券：坚定看好存储产业趋势 推荐存储原厂及贴近原厂的设计公司
36氪获悉，中信证券研报指出，3月以来，DRAM现货价格存在小幅回调，然主流DRAM颗粒现货相较合约溢价率仍较高，合约价延续涨势；NAND 3月合约价上涨保持强劲，涨幅超现货。TrendForce预计Q2 DRAM/NAND Flash合约价涨幅达58%~63%/70%~75%，
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