6月18日，慧荣科技盘中上涨5.35%，报331.095美元/股，成交额4179.05万美元。消息面上，存储板块供应紧缺叙事持续发酵，Aletheia Capital大幅上调DRAM及HBM价格预期，预计第三季度DRAM均价将上涨30%，HBM均价到明年可能每年翻番；TD Cowen将美光目标价从660美元上调至1500美元；摩根士丹利亦指出HDD短缺至少持续至2028年。慧荣科技高管警告NAND短缺"只是开始"，数据中心虹吸七至八成产能，供给困局至少延续至明年。同业个股中，美光科技涨6.79%、英特尔涨11.19%、博通涨4.90%，板块情绪共振明显。
（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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