金吾财讯 | 美股存储概念股集体上攻，闪迪（SNDK）涨6.93%，希捷科技（STX）涨5.59%，西部数据（WDC）涨4.96%，慧荣科技（SIMO）涨4.45%，SK海力士（SKHY）涨3.97%。消息面上，据CFM闪存市场数据，2026年二季度全球DRAM市场规模1470.24亿美元，环比增长55.9%，创历史新高。原厂二季度积极响应服务器市场的强劲需求，继续扩大服务器DRAM、HBM等高附加值产品销售，相对于第一季度服务器、PC DRAM ASP环比翻倍增长，二季度涨幅较为放缓至40%-50%区间。有利的定价环境推动原厂DRAM价格持续走强，整体实现量价齐升，从而带动原厂二季度销售收入环比大幅上涨。展望三季度，原厂与部分服务器客户已锁定长协价格上限，加上非长协以外的价格上涨空间也正逐季缩小，预计三季度原厂DRAM ASP环比继续上涨、增速趋缓，与此同时，在三季度DRAM bit出货量实现正增长的预期下，预计原厂三季度DRAM销售收入再创历史新高。
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