6月17日，慧荣科技盘中上涨5.28%，报291.0美元/股，成交额1.58亿美元，逆势领涨半导体板块。
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，叠加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。值得注意的是，同业美光科技跌4.08%、迈威尔科技跌5.13%、英特尔跌6.31%，慧荣科技在板块整体承压下逆势走强，显示个股层面催化因素驱动明显。
（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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