周四盘中，港股上海复旦（01385）股价大涨5.13%，引发市场关注。分析认为，这一涨势主要受益于存储芯片行业前景向好的消息刺激。
据报道，全球领先的存储芯片制造商SK海力士近日公布其第三季度利润同比增长62%，创下历史新高。更值得注意的是，该公司透露明年全系列存储芯片订单已售罄，这一消息强烈暗示全球人工智能基础设施建设正在大幅提升整个行业的需求。与此同时，市场研究机构TrendForce集邦咨询预测，2025年第四季度服务器DRAM合约价将上涨，2026年DDR5合约价有望全年呈上涨态势。
作为存储芯片相关概念股之一，上海复旦的股价表现反映了投资者对存储芯片行业前景的乐观预期。摩根士丹利预测，在人工智能热潮的推动下，存储芯片行业可能迎来"超级周期"。不过，值得注意的是，最新数据显示上海复旦的港股通持股比例有所下降，这可能暗示部分投资者选择了获利了结。投资者在关注行业利好的同时，也需警惕短期内可能出现的股价波动。
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.