周一，存储概念股盘前普涨。截至发稿， 美光科技 、 闪迪 涨超3%， 西部数据 涨近3%， 希捷科技 涨超2%。韦德布什分析师Matt Bryson在给客户的报告中指出，今年1月，DRAM与NAND闪存的合约定价似乎已反映出2026年第一季度将有50%甚至更高的涨幅，最新迹象表明，部分合约价格甚至出现了三位数的增长。
周一，存储概念股盘前普涨。截至发稿， 美光科技 、 闪迪 涨超3%， 西部数据 涨近3%， 希捷科技 涨超2%。韦德布什分析师Matt Bryson在给客户的报告中指出，今年1月，DRAM与NAND闪存的合约定价似乎已反映出2026年第一季度将有50%甚至更高的涨幅，最新迹象表明，部分合约价格甚至出现了三位数的增长。
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