8月14日，存储概念涨幅居前，截至发稿， 南方两倍做多海力士涨10.18%，报37港元；南方两倍做多三星电子(07747)涨4.05%，报82.8港元；兆易创新(03986)涨2.2%，报512港元；澜起科技(06809)涨2.23%，报293.2港元。
消息面上，隔夜存储巨头闪迪大涨超13%，并带动美股存储概念大涨。闪迪在投资者日给出的长期财务目标远超预期，令市场开始重新审视过去对NAND的周期定价逻辑。闪迪预计，在2028至2030财年期间，营收将保持中高双位数增长；非GAAP口径下，毛利率预计维持在约80%，营业利润率约为75%。分析认为，公司实则是在传递一个明确信号：AI驱动的存储需求增长，有望令其未来数年的营收增速与盈利能力中枢显著高于传统存储周期平均水平。
另据报道，SK海力士董事长崔泰源表示，明年可能将成为近几年最严重的内存短缺年。随着AI服务器需求持续爆发，HBM高带宽存储供不应求，不少科技巨头甚至提前赶到韩国抢签长期协议。面对蜂拥而至的订单，海力士坦言产能有限，即使全力扩产，也难以满足所有客户需求。
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