存储概念盘前集体走高，截止发稿，美光(MU)盘前涨5.05%，闪迪(SNDK)盘前涨3.54%，西部数据(WDC)涨1.38%，希捷科技(STX)涨1.03%。
消息面上，集邦咨询大幅上调全球存储市场规模预期，智能体AI带来的结构性需求扩张，成为行业核心增长动因。数据显示，2026年全球存储市场规模预测由5516亿美元上调至8893亿美元，2027年预计突破1.28万亿美元，年增速达44%，行业成长空间被持续打开。
细分赛道增长态势明确，DRAM与NAND闪存市场同步迎来爆发式增长。2026年DRAM市场规模预计达6187亿美元，同比激增303%，2027年增至9033亿美元；NAND闪存2026年、2027年市场规模分别为2706亿美元、3794亿美元，持续保持高双位数增速。
本轮行业高增长源于AI产业范式迭代，AI应用从模型训练转向智能体推理，持续扩容KV缓存需求，推高HBM、通用DRAM采购规模。同时云厂商资本开支提速，叠加HBM、传统存储产品的适配短板，高性能SSD产品持续渗透。供给端短期存在刚性约束，存储产品价格上涨趋势有望延续至2027年。
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.