存储概念股集体走强，闪迪涨超9%，美光科技涨超7%，西部数据涨近4%，希捷科技涨超3%。 消息面上，美光表示，新NAND闪存晶圆厂正按计划推进，预计将于2028年下半年实现首批晶圆出货；HBM4客户出货量也正在按计划于2028年第一季度逐步提升，比原计划提前了一个季度。美光首席财务官还指出，市场需求远超供应，预计供应紧张的局面将持续到2026年以后。 此外，三星电子首席技术官Song Jai-hyuk预计，市场对内存芯片的强劲需求不仅将持续今年全年，而且还将持续到明年，因为人工智能推动了强劲的需求。(格隆汇)
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