Rambus（股票代码：RMBS）今日盘中大涨6.38%，引起了市场的广泛关注。
消息面上，此次股价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释放了积极信号，其财务前景进一步增强，并预计将在第三季度实现创纪录的自由现金流。同时，美光预计HBM、DRAM和NAND等存储芯片的供应紧张状况将持续，这强化了市场对整个存储行业的乐观情绪，并产生了显著的板块联动效应。
此外，Rambus自身也处于修复性反弹阶段。此前，公司因内部人士集中减持及半导体板块整体承压，股价经历了超过10%的连续回调。近期，随着存储板块情绪回暖，其股价从低点开始持续反弹。市场对高带宽内存（HBM）及人工智能（AI）相关存储需求的长期乐观预期，是支撑本轮反弹的核心基本面因素。
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