7月21日，美光科技夜盘上涨3.17%，报892.91美元/股，成交额2.15亿美元。股价在此前较高点回落约30%后延续反弹态势。
消息面上，SK集团会长崔泰源警告当前存储芯片价格处于"异常"状态，长期不可持续，但同时预计明年整体存储需求将激增近60%，供不应求局面将持续至2027年。投行KeyBanc预测今年三季度DRAM价格将环比上涨15%至20%，NAND闪存涨幅高达30%至40%，维持对美光"增持"评级及1750美元目标价。摩根士丹利亦将此次回调定性为买入窗口，指出内存正日益成为AI基础设施建设的主要瓶颈之一。板块内SK海力士涨3.59%，存储股整体走强。
（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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