美光科技盘前涨超2% 四季度存储涨价趋势仍将持续

金吾资讯
Oct 24, 2025

金吾财讯 | 美光科技(MU)盘前涨超2%,截至发稿,报211.45美元。消息面上,据媒体报道,三星电子、SK海力士等主要内存供应商,将在今年第四季度继续向客户调整报价。幅度上,包括DRAM和NAND在内存储产品价格将上调高达30%,从而顺应AI驱动的存储芯片需求激增趋势。整体而言,本轮涨价幅度略高于预期。展望未来,上海证券研报表示,AI需求旺盛推动存储需求的增长,同时由于海外原厂产能限制,...

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