金吾财讯 | 存储概念股普升，闪迪（SNDK）涨2.95%，美光科技（MU）涨2.60%，SK海力士（SKHY）涨2.37%，Rambus（RMBS）涨1.47%，慧荣科技（SIMO）涨1.33%，希捷科技（STX）涨1.03%，西部数据（WDC）涨0.70%。交银国际认为，AI加速器出货量能见度上升或帮助AI相关芯片/硬件公司短期内估值修复。AI加速芯片出货量的上升或带动相关的光模块/存储器/PCB等零部件需求。中短期内，AI智能体的兴起或进一步提升CPU/存储器需求，使CPU/存储器供不应求进一步加剧，并延长CPU/存储器上行周期。
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