金吾财讯 | 美股存储概念股盘中全线走高，截至发稿，SK海力士（SKHY）涨3.11%，美光科技（MU）涨2.43%，Rambus（RMBS）涨1.75%，闪迪（SNDK）涨1.52%，西部数据（WDC）涨0.94%，慧荣科技（SIMO）涨0.82%，希捷科技（STX）涨0.30%。消息面上，TrendForce集邦咨询最新研究显示，AI服务器需求持续扩张，HBM与Conventional DRAM仍竞逐有限的先进制程及晶圆产能，加上新一代产品的良率与产出提升仍需时间，预估2027年存储器供应将持续吃紧。在整体存储器价格维持上行趋势的情况下，供应商对2027年HBM涨价态度亦更为明确，为反映整体供应持续紧张，以及高价HBM4占比提升、HBM4e于2027年下半年逐步放量所带来的影响，TrendForce集邦咨询上修明年HBM价格展望，预估Blended ASP（平均价格）年增幅度将达121%。
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