异动解读|慧荣科技盘前上涨5.89%,存储板块供应紧缺叙事延续叠加机构首予买入评级

行情直击
Jun 15

6月15日,慧荣科技盘前上涨5.89%,报297.0美元/股,成交额32.69万美元。消息面上,存储板块持续获利好催化,英伟达CEO黄仁勋近日表示存储芯片供应紧张将持续数年,同业个股中美光科技涨8.22%、迈威尔科技涨5.58%、美国超微公司涨4.89%,板块情绪共振明显。此外,中信证券近日首予慧荣科技买入评级,指出公司为全球独立SSD主控芯片龙头,受益于6nm PCIe 5.0主控芯片技术领先及NAND原厂退出带来的份额提升,业绩增长动能强劲。基本面方面,公司一季度业绩超预期、获利翻倍且管理层上调业绩指引,此前自高点累计回调逾15%后修复动能持续释放。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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