芯片板块午后拉升，截至14:40，上证科创板芯片指数上涨3.8%，上证科创板芯片设计主题指数上涨3.4%。有观点认为，当下，全球存储芯片市场正经历一轮由AI算力需求引发的结构性涨价，本轮涨价的底层逻辑是人工智能对存储资源的系统性“虹吸”叠加供给端产能调整形成的双重挤压。从价格走势看，本轮涨价的幅度与速度均超出市场预期。TrendForce集邦咨询数据显示，2026年第二季度通用型DRAM合约价格预计环比上涨58%至63%，NAND闪存合约价格环比上涨70%至75%。而在2026年第一季度，DRAM合约价涨幅已被上修至90%至95%，NAND涨幅被上修至55%至60%。机构普遍认为，AI算力需求拉动、国产化率提升与价格上涨形成共振，为存储芯片产业链相关企业带来了投资机遇。科创芯片ETF易方达(589130，联接A/C：020670/020671)跟踪上证科创板芯片指数，全面覆盖科创板芯片产业链；科创芯片设计ETF易方达(589030)跟踪上证科创板芯片设计主题指数，数字芯片设计和模拟芯片设计合计占比近95%，更直接受益于AI芯片需求爆发，助力投资者把握此轮涨价潮下芯片产业链投资机会。
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