6月25日，慧荣科技盘后上涨6.21%，报341.63美元/股，成交额1312.64万美元。消息面上，存储板块供应紧缺叙事持续升温，公司高级副总裁Nelson Duann此前警告NAND短缺"只是开始"，数据中心虹吸七至八成产能，在建新厂至少要到明年末才有实质产出，供给困局至少延续至明年。机构层面，中信证券首予公司买入评级，指出其为全球独立SSD主控芯片龙头，受益于6nm PCIe 5.0技术领先及NAND原厂退出带来的份额提升。同业个股中，美光科技涨9.45%，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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