金吾财讯 | 存储概念局部走强，截至发稿，西部数据（WDC）涨6.95%，希捷科技（STX）涨5.12%，慧荣科技（SIMO）涨1.25%，闪迪（SNDK）涨0.31%。消息面上，国联民生证券发布研报称，持续看好本轮存储超级周期，AI需求高景气、供给约束强化、长协锁定盈利、股东回报提升共同推动盈利中枢上移。需求端，AI训练向推理及Agentic AI加速演进，不仅持续拉动HBM需求，也显著提升服务器DRAM和企业级SSD配置需求，存储需求由单一HBM向更广泛的数据中心存储扩散；同时，先进制程、封测及产能切换约束使供给扩张仍相对有限，DRAM和NAND价格在高基数下仍有望延续上涨，价格上涨持续性明显强于传统周期。
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