9月8日，慧荣科技盘中上涨5.21%，报269.56美元/股，成交额1.16亿美元。上周五该股已大涨8.7%领涨存储芯片板块，本次上涨延续板块做多趋势。
消息面上，据CFM闪存市场数据，二季度全球DRAM市场规模达1470.24亿美元，环比增长55.9%，创历史新高。原厂积极响应服务器市场强劲需求，持续扩大服务器DRAM、HBM等高附加值产品销售，ASP环比涨幅维持在40%至50%区间。与此同时，NAND Flash市场同样供不应求，前五大厂商合计营收季增77%，AI服务器对高容量存储的持续拉动为板块景气度提供支撑。慧荣科技作为全球NAND闪存控制芯片设计龙头，处于存储产业链上游核心环节，是本轮涨价周期中弹性较高的标的之一。同行业个股中，英特尔涨9.16%，美国超微公司涨6.62%，博通涨3.39%。
（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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