金吾财讯 | 存储概念股持续走强，南方两倍做多海力士(07709)涨11.00%，澜起科技(06809)涨9.51%，南方两倍做多三星电子(07747)涨9.13%，兆易创新(03986)涨2.69%，伟仕佳杰(00856)涨1.35%。隔晚海外存储巨头暴力反弹，闪迪，SK海力士ADR、西部数据、美光等均涨超10%。摩根士丹利的最新研报指出，AI数据中心存储芯片供应短缺的情况仍在加剧，预计该行业的“超级周期”将延续到2028年，而存储芯片的价格在未来一个季度可能继续上涨25%。该判断引燃了市场对半导体板块的做多情绪，尤其是存储芯片。周二，闪迪以超过14%的涨幅领涨标普500指数，西部数据、美光科技、希捷科技等存储蓝筹股都至少上涨11%。东吴证券表示，26H1存储收入同比增长53%、规模首次接近逻辑业务、公司预计全年存储收入仍增长约75%、主要受益于HBM、高端DDR及先进DRAM扩产。Q2中国区收入占比环比由19%降至14%、韩国维持43%、中国台湾提升至30%，该机构认为主要由于国内前期采购进入消化阶段，而韩国HBM扩产、台积电2nm建设提速。
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