周一盘中，存储芯片制造商西部数据（WDC）股价大涨5.08%，引发市场关注。此轮涨势与整个存储行业的积极氛围密切相关。
消息面上，有报道称三星电子已将DDR5内存合同定价推迟至11月中旬。据悉，此举是由于DDR5内存现货价格近期飙升，涨幅高达两倍。分析人士认为，三星此举预示着存储芯片供应趋紧和价格上涨，这通常会提高包括西部数据在内的存储芯片制造商的收入和利润率。
值得注意的是，当日其他存储相关股票也普遍走强。市场人士表示，除了行业基本面改善外，人工智能需求持续旺盛以及中美贸易关系缓和的预期，也为科技股整体带来提振。投资者正密切关注存储芯片市场的供需变化，以及可能对相关公司业绩带来的积极影响。
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