周四，存储概念股走势分化。闪迪涨超6%再创历史新高，年内累涨近250%。同时，希捷科技(STX.US)涨近1%，西部数据跌超2%，美光科技跌1.8%。瑞银认为，全球DRAM市场的供需缺口将延续至2027年第四季度。DRAM市场已高度整合至三寡头格局，供应端缺乏足够的"竞争性扩产"动力来平抑需求冲击，价格上行压力将更加持久。
周四，存储概念股走势分化。闪迪涨超6%再创历史新高，年内累涨近250%。同时，希捷科技(STX.US)涨近1%，西部数据跌超2%，美光科技跌1.8%。瑞银认为，全球DRAM市场的供需缺口将延续至2027年第四季度。DRAM市场已高度整合至三寡头格局，供应端缺乏足够的"竞争性扩产"动力来平抑需求冲击，价格上行压力将更加持久。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
