金吾财讯 | 存储板块盘初走强，西部数据 (WDC) 涨 5.57%，慧荣科技 (SIMO) 涨 4.00%，Rambus (RMBS) 涨 2.30%，希捷科技 (STX) 涨 2.88%，美光科技 (MU) 涨 1.99%，闪迪 (SNDK) 涨 1.39%。消息面上，距离美光 (MU) 6 月 24 日发布第三财季财报尚有一周，德意志银行维持买入评级，将目标价自 1000 美元上调 50% 至 1500 美元，上调核心依据为 AI 算力拉动 DRAM 需求持续高增，行业芯片价格维持上行通道。该行上调美光 5 月财季业绩预测，测算营收 351 亿美元，高于企业此前给出指引区间上限，芯片涨价红利仍有向上弹性。研报指出，高算力 AI 负载大幅抬高 DRAM 单设备用量，传统通用 DRAM 与低功耗 DRAM 成为增长核心；尽管近半年全产业链集中宣布扩产，但位元需求增速持续超越供给，供需紧平衡格局将延续至 2028 年。
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