美股存储全线走高,西部数据、希捷、闪迪大涨创新高,美光踏入“5000亿美元俱乐部”

华尔街见闻
Mar 18

AI驱动的存储芯片需求浪潮正将整个板块推向新高地。周二美股收盘,存储及数据存储板块全线大涨,美光科技市值首次在收盘时突破5000亿美元,正式跻身标普500指数中最具价值的16家公司之列,闪迪、西部数据、希捷等个股亦同步创下新高。推动本轮上涨的核心催化剂来自多个方向。美光周一盘后宣布,面向英伟达下一代Vera Rubin AI平台的HBM4高带宽内存芯片已进入量产阶段,打消了市场对其能否成为该平台...

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