异动解读|慧荣科技盘中上涨5.04%,存储供应紧缺叙事延续叠加机构买入评级催化

行情直击
Jun 17

6月17日,慧荣科技盘中上涨5.04%,报296.92美元/股,成交额2962.56万美元,领涨半导体存储板块。

消息面上,存储供应紧缺叙事持续发酵,英伟达CEO黄仁勋近日表示存储芯片供应紧张将持续数年,同业美光科技涨0.4%、美国超微公司涨1.02%、迈威尔科技涨2.82%,板块情绪共振。此外,中信证券近日首予慧荣科技买入评级,指出公司为全球独立SSD主控芯片龙头,受益于6nm PCIe 5.0主控芯片技术领先及NAND原厂退出带来的份额提升。公司一季度获利翻倍且管理层上调业绩指引,基本面支撑持续。

(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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