存储概念股上涨,美光创新高,三星、海力士上调HBM报价

老虎资讯综合
Dec 24, 2025

周三,存储概念股盘初普涨, 美光科技 涨近4%再创新高,年内暴涨超240%。同时,SanDisk Corp 涨超4%,西部数据涨超2%。消息面上,存储涨价潮蔓延,三星电子、SK海力士等存储供应商已上调明年HBM3E价格,涨幅接近20%。

一般而言,在新一代HBM产品面世之前,供应商往往会下调前一代产品价格,因此本次涨价在业内较为罕见。

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