美光科技（MU）周三盘中股价大涨5.08%，引起市场广泛关注。这一强劲涨幅与公司最新的定价策略密切相关。
据知情人士透露，美光科技已通知美国客户，计划从周三开始对部分产品征收附加费。尽管半导体产品获得关税豁免，但内存模块和固态硬盘仍需缴纳新关税。这一举措是对美国政府最新关税政策的直接回应，新政策针对某些国家的进口产品征收11%-50%的"互惠"关税。
值得注意的是，美光科技并非唯一采取涨价行动的存储芯片巨头。三星电子计划将DRAM和NAND闪存价格上调3-5%，而SanDisk已宣布从4月1日起涨价逾10%。市场分析机构TrendForce预测，受多重因素影响，DRAM价格可能上涨3-8%，NAND闪存晶圆价格可能攀升10-15%。这轮全球性的存储芯片价格上涨，不仅反映了行业对成本压力的应对，也可能为美光科技带来更高的利润空间，这无疑是推动其股价上涨的重要因素。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.