江波龙（09976）午后涨超3%，截至发稿，股价上涨3.56%，现报203.60港元，成交额5431.52万港元。
9月30日，上交所发布公告称，根据有关规定，港股通标的证券名单发生调整并自并自下一港股通交易日（10月8日）起生效，调入江波龙。公司若进行港股通有望打开增量资金配置窗口，市场普遍预期流动性抬升。
值得一提的是，美光第四财季营收542.29亿美元，同比增长379%，环比增长31%，高于市场预期514.9亿美元。预计2027财年第一季度营收中值615亿美元，高于市场预期570.2亿美元。CEO表示，需求自上次财报以来进一步增强，预计2027年和2028年供需状况将明显紧于2026年。
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