美光科技今日盘中大涨5.10%，成为市场关注的焦点。
消息面上，存储芯片行业近期利好频出，行业景气度持续走强。同业公司闪迪宣布拿下420亿美元长期订单，并表示高毛利可持续，凸显行业正处于“转折点时刻”。美光科技自身业绩同样亮眼，此前发布的财报显示其收入与净利润均实现大幅增长，为股价提供了坚实支撑。
更为关键的是，美光科技首席执行官近日公开表示，人工智能（AI）浪潮仍处于“早期阶段”，但随着推理规模扩大，对内存（DRAM和NAND）的需求正以超出产业供给能力的速度膨胀。他预计，今年AI对存储芯片的需求可能超过行业总可寻址市场的50%。当前的核心矛盾在于供给端极度紧张且无法快速扩产，这种供需失衡的格局预计将持续，从而巩固了内存厂商的定价权并推动行业整体走强。
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