金吾财讯 | 存储股涨幅居前，闪迪(SNDK)涨超6%，希捷科技(STX)涨超5%，美光科技(MU)涨超1%。消息面上，根据集邦咨询最新存储器价格调查，2026年第二季因DRAM原厂积极将产能转向HBM、Server应用，并采用“补涨”策略拉近各类产品价差，尽管终端市场面临出货下修风险，预估整体一般型DRAM(Conventional DRAM)合约价格仍将季增58-63%。NAND Flash市场持续由AI、数据中心需求主导，全产品线连锁涨价的效应不减，预计第二季整体合约价格将季增70-75%。
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