金吾财讯 | 美股存储概念股盘初悉数上扬，截至发稿，闪迪 (SNDK) 涨 5.65%，美光科技 (MU) 涨 5.46%，西部数据 (WDC) 涨 5.48%，希捷科技 (STX) 涨 5.08%，SK 海力士 (SKHY) 涨 5.02%，Rambus (RMBS) 涨 4.21%，慧荣科技 (SIMO) 涨 0.95%。消息面上，摩根士丹利新近研究报告披露，分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认，存储短缺的强度没有任何减弱迹象。大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。
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