异动解读|慧荣科技盘中上涨5.05%,存储供应紧缺叙事延续叠加中信证券给予买入评级

行情直击
Jun 11

6月11日,慧荣科技盘中上涨5.05%,报264.38美元/股,成交额2543.75万美元。

消息面上,英伟达CEO黄仁勋近日明确表示内存短缺问题将持续相当长时间,摩根士丹利预估供应紧张或延续2至3年,存储板块利好持续催化;同时中信证券给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企业级SSD业务拓展,业绩增长动能强劲。同业个股中英特尔涨7.46%、迈威尔科技涨5.32%、美国超微公司涨4.49%,板块情绪共振明显。慧荣科技此前自高点累计回调逾15%后技术性超跌,叠加一季度业绩超预期、获利翻倍及管理层上调业绩指引等基本面支撑,短期修复动能持续释放。

(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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