Tiger Brokers

存储板块盘前集体走强 SK海力士（SKHY）涨5.58% 分析师澄清NAND板块多重利空传言

金吾财讯
Jul 27

金吾财讯 | 存储板块盘前集体走强，SK海力士（SKHY）涨5.58%，闪迪（SNDK）涨4.90%，西部数据（WDC）涨3.95%，希捷科技（STX）涨3.56%，美光科技（MU）涨3.33%。

消息面上，7月24日，市场流传多条NAND存储行业负面传闻，包括闪迪与Meta签订长期供货协议接受较低报价、云厂商压价QLCeSSD、国内CSP采购需求疲软等消息，引发资金抛售，导致股价大幅走低10.79%。Citrini行业分析师Jukan发布观点，针对市场流传的NAND板块看空研报、QLC价格谈判负面传闻逐一澄清，认为当下存储板块股价走弱仅放大了悲观消息，行业基本面并未出现实质性恶化，维持对存储赛道的看多判断。针对闪迪与Meta签订长期供货协议（LTA）接受低于当期报价的市场解读，分析师表示该定价策略具备合理商业逻辑。闪迪是行业内推行长期锁量协议最为积极的厂商，规划将超五成出货量分配至长期协议订单，为锁定长期稳定需求，企业愿意接受低于季度现货的长协定价，不能由此推导企业无法将订单转售给出价更高的北美客户。分析师重申中长期存储行业景气逻辑，此前其曾判断DRAM合约价至2027年底仍存在约40%上涨空间，HBM产品供给持续偏紧，本次对NAND环节利空传闻的澄清，进一步巩固其全存储板块看多立场。

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