资本热话 | 需求激增HBM涨价预期高企,A股存储板块集体异动

第一财经陆家嘴
Nov 06, 2025

导语美光预计,2025年行业DRAM位元需求增长率将处于高十位数百分比区间。受HBM4涨价消息影响,美东时间周三,美国存储芯片大厂美光科技(MU.US)收涨8.93%,报价237.5美元,盘中升至239.88美元的历史高位。wind数据显示,今年以来美光科技股价已上涨183.01%,52周最高报价为237.62美元,最低为61.44美元。AI发展的强劲趋势带动这家半导体公司的股价一路飙升。消息面上...

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