异动解读|慧荣科技夜盘上涨5.81%,存储板块供应紧缺叙事持续发酵叠加机构集体看多

行情直击
Jun 18

6月18日,慧荣科技夜盘上涨5.81%,报324.97美元/股,成交额71.98万美元。

消息面上,存储板块供应紧缺叙事持续升温,摩根士丹利研报指出HDD行业上行周期拉长、短缺加剧,大幅上调西部数据及希捷目标价;TD Cowen将美光目标价从660美元上调至1500美元。同业个股中,美光科技涨3.78%、迈威尔科技涨3.09%、美国超微公司涨2.97%,板块情绪共振明显。此外,中信证券此前首予慧荣科技买入评级,指出公司为全球独立SSD主控芯片龙头,受益于6nm PCIe 5.0主控芯片技术领先及NAND原厂退出带来的份额提升,公司一季度获利翻倍且管理层上调业绩指引,基本面支撑持续。

(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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