9月22日，SK海力士盘中上涨3.72%，报195.88美元/股，成交额11.57亿美元，存储概念股集体走强。
消息面上，多重利好共振驱动存储板块上行。一方面，三星已将超半数4纳米产能分配给HBM4基础裸片生产，HBM竞赛全面升级。Counterpoint数据显示，SK海力士以约50%的HBM收入份额保持领先，三星从一季度的21%升至二季度的33%，美光占18%。另一方面，英伟达CFO近日表示，公司正面临"内存极端定价条件"，价格涨幅超出预期并将进一步走高。SK海力士预计内存市场最早到2030年才能实现供需平衡，并已投入约383亿美元用于韩国国内产能扩建。供需持续紧张预期进一步强化了市场对存储龙头的看多情绪。
（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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