异动解读|SK海力士盘前上涨3.96%,存储芯片库存告急叠加AI算力需求催化

行情直击
Sep 08

9月8日,SK海力士盘前上涨3.96%,报180.5美元/股,成交额329.51万美元。

消息面上,韩国KB证券最新研报警告,三星电子与SK海力士的存储芯片库存已降至不足10天供应量,明年DRAM与NAND的比特需求将超出供应10个百分点以上。与此同时,OpenAI旗舰模型Astra的发布再度点燃市场对AI算力基础设施的热情,存储芯片作为AI基础设施核心环节率先受益。此外,SK海力士1c nm DRAM产能份额正加速扩大,有望于明年一季度成为主流工艺,进一步巩固其技术领先地位。

(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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