Stifel维持TFI International持有评级，看好数据中心货运前景

如何下载本站课件？
请联系客服购买获取百度网盘分享链接。QQ652489989或微信q652489989。

Stifel维持TFI International持有评级，看好数据中心货运前景

2026年6月，三星公布UFS 5.0嵌入式存储方案，面向需要在设备本地处理人工智能任务的手机、可穿戴设备和扩展现实产品。公司给出的最高顺序读取速度为每秒10.8GB，最高写入速度为每秒9.5GB，希望加快大模型文件及其他大型数据的载入，降低本地应用的等待时间。

新方案采用更新的接口标准，并通过时钟控制和多电压等设计改善能源利用效率。封装尺寸为7.5毫米乘13毫米、厚0.9毫米，为终端内部布局提供更多空间。三星在发布时计划于2026年第四季度开始量产，容量最高达到1TB。随着部分人工智能功能从云端转向终端，存储速度、功耗和封装体积的重要性进一步上升。不过，本地模型运行表现还由处理器、内存和软件共同决定，更快的闪存并不意味着所有任务都会同比加速。这里的量产时间属于发布时的安排，实际终端采用情况需要以相关产品后续信息为准。

https://lightroom.adobe.com/shares/4822094e44e2df4ebee286f69000a882
https://lightroom.adobe.com/shares/e88a008cd0613e4991729ef045279d8c
https://lightroom.adobe.com/shares/a305880527d6cd448625dab877a4a401
https://lightroom.adobe.com/shares/71011ba408217b4fbef3f9c33778cfd0
https://lightroom.adobe.com/shares/234eb4be9aed694fb7ab33a8e6a151e8
https://lightroom.adobe.com/shares/fd7c06c4a837844290cf9006b299250e
https://lightroom.adobe.com/shares/a88e64a2f8edb9458314811c0632e3ac
https://lightroom.adobe.com/shares/54127a100f33064e847274cb9d5eb23d
https://lightroom.adobe.com/shares/d0469e2b45e0fc4da8ecc17411b08c50
https://lightroom.adobe.com/shares/3892c9411264ee47b18d18ecb009d6a2
https://lightroom.adobe.com/shares/1bf7dc55c7f41e4caca3d128cbbe0548
https://lightroom.adobe.com/shares/af1cab30b344e147af83582d4265542a
https://lightroom.adobe.com/shares/b2e1293eac5d2d459b2260e7e6de7c4e
https://lightroom.adobe.com/shares/45093f1fc3c1e846baa71b02f7d30f38
https://lightroom.adobe.com/shares/766c50cc54580f4ead1c5ae14f1a35ed
https://lightroom.adobe.com/shares/10a0d0eb789f724483566d038867b818
https://lightroom.adobe.com/shares/6ef3b8c9d609bc45afe1efb39b5ff9f5
https://lightroom.adobe.com/shares/bb72986b3e325043b7d8a42c25ceb572
https://lightroom.adobe.com/shares/cba421ac35e754488dafe9788e9048e1
https://lightroom.adobe.com/shares/fa6b7d80cdc89a439d1620d883b7f52d
https://lightroom.adobe.com/shares/31bfd8de1a3a694dbea65dedeab326b3
https://lightroom.adobe.com/shares/703da4d16ed09742a2ca8daa21d2d3fc
https://lightroom.adobe.com/shares/755b07945239c34c8acfe8f9581e4a5a
https://lightroom.adobe.com/shares/64b8df0f3fb3ef4782bea92a35c55071
https://lightroom.adobe.com/shares/9327e5589bb7db42a9663b2b5e4e1b20
https://lightroom.adobe.com/shares/20e6fec5bbae83469e3158b99722ca08
https://lightroom.adobe.com/shares/49b6c1115fa72847937666f1e742fc93
https://lightroom.adobe.com/shares/b788eb5a6853f54d9d34ff2f97248654
https://lightroom.adobe.com/shares/6c1363106f7ec94088e89c2805a7b489
https://lightroom.adobe.com/shares/627c55fb502d174aafa278e4afc407d0
https://lightroom.adobe.com/shares/fd58684515b13149a11db6cb210c652b
https://lightroom.adobe.com/shares/a5a5d08fcdba2d40b971d9dd73a058b0
https://lightroom.adobe.com/shares/e071e7e9aad7ea43a920cb63a98a45ad
https://lightroom.adobe.com/shares/11aa90b88e4e66449fd6a27ad4914534
https://lightroom.adobe.com/shares/2deb1eabcf4ba94188152878834632f9
https://lightroom.adobe.com/shares/5060f90c74450c4da3aa6ae37d99855d
https://lightroom.adobe.com/shares/976786031f467f49a974796f914ae9cb
https://lightroom.adobe.com/shares/d3ed293b68ac3f4bbc76a9ebe415a454
https://lightroom.adobe.com/shares/aa4575edb5a16d48a4e5851adf37e12b
https://lightroom.adobe.com/shares/e07f9cb4333ece439582331dd4500e12
https://lightroom.adobe.com/shares/0467a324ca0b5a45bbdeaf488440c98b
https://lightroom.adobe.com/shares/351fa6f54b4d39408ed04b867a971120
https://lightroom.adobe.com/shares/0dde9b48c9cb534db1bccab384d39a31
https://lightroom.adobe.com/shares/78ec466887c27d4ab009a9ae3a37ec86
https://lightroom.adobe.com/shares/5b6e287b9ebeca498d4191f423cf58f5
https://lightroom.adobe.com/shares/1028101f5627274c81662d0486bdaa22
https://lightroom.adobe.com/shares/4fa7fb390e469f489b193aef8029e634
https://lightroom.adobe.com/shares/76142d63f2153e4a908671f45fd362e8
https://lightroom.adobe.com/shares/c80c6cbcae41a341959fe4931274911b
https://lightroom.adobe.com/shares/203d46742bb82843a05bedc0150ed842

帮你顶下哈！！