Rambus（股票代码：RMBS）今日盘中股价大幅上涨5.05%，引起了市场关注。
消息面上，此次上涨主要受到存储板块整体走强的带动。行业龙头美光科技在近期会议上表示其财务前景进一步增强，并预计HBM、DRAM和NAND等存储芯片的供应紧张状况将持续，这一积极表态提振了整个存储板块的市场情绪，产生了显著的板块联动效应。
此外，Rambus股价此前因内部人士集中减持及半导体板块整体承压而经历了超过10%的回调，近期随着存储板块回暖，股价从低点附近展开修复性反弹。市场对HBM及AI相关存储需求的长期乐观预期，是支撑此次短期反弹的核心因素。
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