6月15日，Rambus夜盘上涨5.12%，报153.79美元/股，成交额14.83万美元。消息面上，半导体板块整体走强，同行业美国超微公司涨5.31%，迈威尔科技涨5.19%，美光科技涨5.09%，英特尔涨4.9%，AI相关需求情绪升温带动板块联动上行。
近期英伟达与SK海力士达成多年期技术合作协议推动AI数据中心下一代内存发展，黄仁勋表示存储供应短缺还将持续数年，瑞银亦预计全球半导体行业收入将持续增长，存储芯片为核心驱动。Rambus此前因内部人士集中减持及板块承压连续回调，近期随存储板块回暖从低点120美元附近展开修复性反弹，市场对高带宽内存及AI相关存储需求的长期乐观预期是支撑本轮反弹的核心因素，本次上涨延续了这一修复趋势。
（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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