受闪迪有利的长期前景提振,亚洲存储芯片制造商股价上涨

格隆汇
Aug 14
闪迪(SNDK.US)发布的乐观前景提振了对AI繁荣带来的长期盈利的乐观情绪,亚洲存储芯片股上涨。闪迪合作伙伴铠侠控股股票在东京一度上涨8.7%,而存储器制造商SK海力士的股票在首尔一度涨6.5%。彭博亚洲半导体股指数一度上涨1.6%,有望连续第五个交易日走高。闪迪此前表示,预计在与客户签订的长期定价协议的推动下,2028年至2030年间,营收将实现15%至20%的增长。Ortus Advisors日本股票策略主管安德鲁·杰克逊写道:“几年前,NAND闪存制造商给出如此准确的长期预测是闻所未闻的。与波动性更大的现货内存价格相比,长期协议可能有助于平抑经典的繁荣/萧条周期。”

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