美股异动|存储概念股拉升,闪迪涨超6%,SK海力士、美光涨超5%

格隆汇
Yesterday
存储概念股盘初拉升,闪迪涨超6%,SK海力士、美光科技涨超5%,慧荣科技涨超4%,西部数据、希捷科技涨超2%。 消息面上,美光科技CEO高级顾问、前执行副总裁兼首席商务官Sumit Sadana日前表示,当前内存短缺覆盖多个市场领域,即使公司在全球推进约20个扩产项目,真正有意义的新增供应也要到2028年才会开始爬坡;至于供需何时重新恢复平衡,美光目前仍“看不到明确时间”。(格隆汇)

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