异动解读 | 存储芯片板块企稳反弹,慧荣科技盘中大涨5.12%

异动解读
May 20

慧荣科技(SIMO)今日盘中大涨5.12%,引起了市场的广泛关注。

消息面上,存储芯片板块盘中出现企稳反弹迹象,同业美光科技上涨带动了板块整体情绪回暖。此外,慧荣科技此前公布的一季度业绩全面超预期,获利翻倍且指引上调,叠加AI存储需求的长期催化,为股价提供了基本面支撑。公司管理层曾指出,在AI浪潮下,全球存储芯片面临严重供不应求的局面,预计2030年前都难以完全满足需求。

此次股价上涨,也被市场视为在前期连续上涨后经历回调压力下的技术性修复与反弹。

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