5月21日，Rambus盘中上涨5.01%，报140.245美元/股，成交额1.12亿美元。
消息面上，美光科技此前在JPM会议上表示财务前景进一步增强，有望在第三季度实现创纪录的自由现金流，并预计HBM、DRAM和NAND存储芯片供应紧张状况将持续，带动存储板块持续走强。当日美光科技涨3.23%，板块联动效应显著。Rambus此前因内部人士集中减持及半导体板块承压连续回调超10%，近期随存储板块回暖持续修复，已从低点120美元附近快速反弹。当前TTM市盈率仍处于较高水平，市场对HBM及AI存储需求前景的乐观预期是短期反弹的核心支撑。
（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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