金吾财讯 | 存储板块集体走强，南方两倍做多海力士(07709)涨4.67%，澜起科技(06809)涨4.26%，兆易创新(03986)涨2.95%，伟仕佳杰(00856)涨1.09%，南方两倍做多三星(07747)涨0.23%。消息面上，隔夜美股存储概念股悉数走高，美光科技(MU)收涨9.87%，闪迪(SNDK)收涨5.3%；摩根士丹利将2026年全球半导体行业收入预测从8070亿美元上调至8800亿美元，并维持对MU和SNDK的增持评级，目标价分别为1050美元和1750美元。美光科技CEO桑杰·梅赫罗特上周接受媒体采访时亦表示，“AI竞赛不仅是算力竞赛，更是存储竞赛。”桑杰指出，当前存储行业面临的不是短期供需错配，而是结构性的供给约束。先进存储产品需要消耗更多晶圆，而建设新晶圆厂往往需要三到四年时间，后续产能爬坡同样漫长。更重要的是，随着技术节点推进，每片晶圆带来的存储容量产出增幅正在下降。他判断，行业供给紧张状态有望延续至2026年之后。
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