11月10日周一盘中，美光科技(MU)股价大涨6.82%，引发市场广泛关注。这一显著涨幅主要受到以下几个因素的推动：
首先，存储芯片市场供需严重失衡，价格持续上涨。据报道，存储芯片巨头闪迪(SanDisk)近期大幅上调NAND闪存合约价格，涨幅高达50%。这反映出存储市场供应紧张，主要受人工智能数据中心需求持续爆发及晶圆供应严重受限的双重驱动。
其次，美光科技在AI存储领域取得重大进展。公司近期宣布开始交付12-Hi HBM4样品，其带宽超过2.8TB/s，性能和能效均创下新纪录。美光CEO表示，公司计划今年在价值1000亿美元的HBM市场中获得更高市场份额，预计高带宽存储器领域收入将超过80亿美元。这一战略布局有望为美光带来可观收益。
此外，AI巨头对存储芯片的需求持续强劲，进一步推高了市场预期。英伟达等公司对高性能存储芯片的需求不断增长，预示着AI领域对存储技术的依赖日益加深。在这一背景下，作为领先的存储芯片制造商，美光科技有望从中受益，这也是投资者看好其前景、推动股价上涨的主要原因。
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