慧荣科技(SIMO)今日盘前股价大涨10.70%，引起了市场的广泛关注。
消息面上，全球存储芯片板块迎来大举反弹，AI驱动的存储超级周期正全面到来。瑞银、高盛、花旗等华尔街大行纷纷发布看涨报告，指出DRAM和NAND闪存合约价格预计将大幅上涨，其中DRAM价格环比涨幅预期被上调，NAND价格也预计同比显著增长。AI数据中心扩张导致HBM、高端DRAM及企业级SSD(eSSD)需求激增，供需持续失衡。
慧荣科技作为NAND闪存控制器和SSD解决方案的核心供应商，其业务与eSSD生态紧密相连，直接受益于此次存储芯片行业的强劲景气度和价格上涨预期。此外，公司最新公布的第四季度财报显示调整后营业利润率及毛利率表现稳健，进一步增强了市场对其在行业上行周期中盈利能力的信心。行业基本面的强劲复苏与公司自身的稳健表现，共同推动了其股价的上涨。
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