9月4日，SK海力士盘中上涨3.09%，报168.78美元/股，成交额5.79亿美元。此前连续多日回调后，存储板块迎来集体反弹。
消息面上，Counterpoint Research最新数据显示，今年第二季度全球NAND市场销售额环比增长70%，主要受价格上涨推动，延续了一季度环比增长90%的强劲态势。其中三星电子以28%份额居首，SK海力士以19%位列第二。同日，半导体板块整体走强，美光科技涨3.4%、英伟达涨2.21%、美国超微公司涨2.36%，行业情绪明显修复。此外，SK海力士此前因HBM4竞争格局担忧连跌数日，当前反弹亦包含技术性修复因素。
（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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