6月25日，慧荣科技盘前上涨8.19%，报349.01美元/股，成交额21.54万美元。消息面上，美光科技于6月24日盘后发布第三财季财报，营收414.6亿美元，同比增长346%，调整后毛利率达84.9%，净利润282.4亿美元，均创历史纪录，第四财季营收指引约500亿美元，远超市场预期。美光管理层表示存储供需紧缺局面将延续至明年之后，已签署16份长期战略供货协议锁定高价格水平。
慧荣科技作为全球独立SSD主控芯片龙头，此前高管警告NAND短缺"只是开始"，数据中心虹吸七至八成产能，供给困局至少延续至明年。中信证券首予公司买入评级，看好其6nm PCIe 5.0技术领先优势。同业个股中，美光科技涨17.12%，英特尔涨6.11%，板块情绪强势共振。
（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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