金吾财讯 | 美股存储芯片股全线走高，截至发稿，SK海力士（SKHY）涨5.36%，慧荣科技（SIMO）涨3.23%，闪迪（SNDK）涨2.46%，希捷科技（STX）涨1.84%，Rambus（RMBS）涨1.50%，西部数据（WDC）涨0.70%，美光科技（MU）涨0.77%。消息面上，SK海力士日前宣布40万亿韩元史上最大股票回购计划，持续鼓舞投资者信心。且据周四外媒报道，另一全球存储芯片巨头——三星电子也计划推出规模超过100万亿韩元（折合约720亿美元）的股东回报计划。此外，美光科技方面，也有市场媒体报道称，该公司正式推出美光研究实验室，计划未来十年投入100亿美元资金支持该实验室建设，其重点研究方向包含核心存储技术、先进存算架构、封装技术以及下一代半导体制造工艺。再者，里昂新近研报指出，记忆体行业近期受宏观逆风影响出现调整，债息上升及地缘政治等因素为记忆体股复苏带来压力，惟该行对行业前景维持正面看法，认为近期回调属买入机会，受惠于持续的人工智能资本开支、AI应用及变现能力上升。里昂预期2027至2028年记忆体需求增长将超过供应增长。
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