异动解读|Rambus盘前上涨5.4%,存储板块持续走强带动修复性反弹延续

行情直击
May 26

5月26日,Rambus盘前上涨5.4%,报150.65美元/股,成交额99.4万美元。消息面上,存储板块持续走强,行业龙头美光科技当日涨8.42%,此前美光在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,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从低点120美元附近持续修复性反弹,市场对HBM及AI相关存储需求的长期乐观预期是支撑反弹的核心因素。

(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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