金吾财讯 | 美股存储概念股盘前集体回调，截至发稿，闪迪（SNDK）跌5.78%，西部数据（WDC）跌5.41%，美光科技（MU）跌4.48%，SK海力士（SKHY）跌5.11%，希捷科技（STX）跌4.80%，慧荣科技（SIMO）跌3.74%，Rambus（RMBS）跌2.59%。消息面上，TrendForce集邦咨询最新NAND Flash产业研究披露，2026年第二季AI Server采购力度维持稳健，尤其Enterprise SSD需求旺盛，导致整体NANDFlash市场供不应求，原厂得以借由议价机制大幅调涨产品平均销售单价（ASP）。因此，在已上市NAND Flash品牌中，前五大厂商合计营收季增77%，达688.7亿美元。展望第三季营收概况，尽管智能手机、PC终端因BOM（物料清单）成本垫高推升整机售价，动能较弱，AI Server对Enterprise SSD需求持续旺盛，加上原厂普遍优先投入资本支出于DRAM/HBM，NAND Flash新增产能有限，预估第三季ASP将继续支撑产业总额成长。
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