异动解读|慧荣科技盘中上涨5.62%,存储供应紧缺叙事延续叠加机构首予买入评级

行情直击
Jun 15

6月15日,慧荣科技盘中上涨5.62%,报281.19美元/股,成交额5959.55万美元。消息面上,英伟达CEO黄仁勋近日表示存储芯片供应紧张将持续数年,同业美光科技涨8.42%、美国超微公司涨8.12%、英特尔涨4.53%,板块情绪共振明显。

此外,中信证券近日首予慧荣科技买入评级,指出公司为全球独立SSD主控芯片龙头,受益于6nm PCIe 5.0主控芯片技术领先及NAND原厂退出带来的份额提升。公司一季度获利翻倍且管理层上调业绩指引,基本面支撑持续。

(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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