11月5日周三，美光科技（MU）股价盘中大涨5.02%，引发市场关注。这一涨幅主要受益于全球存储芯片价格的持续上涨及人工智能（AI）需求的强劲增长。
根据市场研究机构TrendForce的最新报告，DRAM和NAND闪存价格均出现大幅上涨。其中，DDR5芯片本周价格飙升30%，NAND闪存市场更是出现"一货难求"的局面。作为全球最大的存储芯片制造商之一，美光科技直接受益于这一行业趋势。
此外，AI算力需求的爆发式增长也成为推动美光科技股价上涨的重要因素。公司高带宽内存（HBM）产品需求激增，这不仅提高了公司的利润率，也增强了投资者对其在AI时代持续增长的信心。分析师预计，存储芯片的供需紧张态势可能持续到2026年上半年，这将为美光科技带来持续的业绩增长动力。
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