慧荣科技(SIMO)今日夜盘股价大涨12.11%，成为市场关注的焦点。
消息面上，全球存储芯片板块迎来大举反弹，AI驱动的存储超级周期正全面到来。瑞银、高盛、花旗等华尔街大行纷纷发布看涨报告，指出DRAM和NAND闪存合约价格预计将大幅上涨，其中DRAM价格环比涨幅预期被上调至90-95%，NAND价格也预计同比显著增长。AI数据中心扩张导致HBM、高端DRAM及企业级SSD(eSSD)需求激增，供需持续失衡。
慧荣科技作为NAND闪存控制器和SSD解决方案的核心供应商，其业务与eSSD生态紧密相连，直接受益于此次存储芯片行业的强劲景气度和价格上涨预期。行业基本面的强劲复苏，是推动其股价上涨的主要原因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.