智通财经APP获悉，存储概念股涨幅居前，截至发稿，南方东英SK海力士每日杠杆最多2X产品(07709)涨7%；兆易创新(03986)涨3%；澜起科技(06809)涨1%；江波龙(09976)涨3%。
消息面上，继隔夜美股存储股集体收涨后，今早韩股存储双雄走高，SK海力士涨超4%。此前，英伟达首席执行官黄仁勋的表态提振了半导体市场的乐观情绪。他表示，随着人工智能(AI)进一步渗透医疗、制造、金融服务等多个行业，公司明年的芯片销量将达到今年的两倍。
另据报道，业内人士透露，有半导体制造设备关键零部件的交货周期已延长了一倍以上，行业正面临供应短缺的困境。中原证券指出，AI驱动存储器需求旺盛，存储器周期持续上行，AI及国产替代需求有望推动国内存储厂商显著受益于行业趋势，并持续提升市场份额。
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