6月22日，慧荣科技盘中上涨5.54%，报347.5美元/股，成交额7054.43万美元，延续近期强势表现。消息面上，存储板块供应紧缺叙事持续升温，公司高级副总裁Nelson Duann此前警告NAND短缺"只是开始"，数据中心虹吸七至八成产能，在建新厂至少要到明年末才有实质产出，供给困局至少延续至明年。Aletheia Capital大幅上调DRAM及HBM价格预期，预计第三季度DRAM均价将上涨30%；TD Cowen将美光目标价从660美元上调至1500美元。此外，中信证券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。同业美光科技涨3.86%、英特尔涨2.49%，板块情绪共振明显。
（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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