存储概念股全面反弹,美光、闪迪与SK海力士均涨超2%

TradingKey中文
2 hours ago

TradingKey - 存储板块盘前全线大涨,美光、闪迪与 SK 海力士均涨逾2%。

美东时间10月9日,存储概念股在盘前时段集体上涨,扭转昨天的普跌行情。其中SK海力士 (SKHY)上涨2.35%,美光科技 (MU) 上涨2.14%,闪迪 (SNDK) 涨2.08%,西部数据 (WDC)  上涨1.73%,希捷科技 (STX) 涨1.46%。

SK海力士股价图表,来源:TradingView

日前因东芝传出产能扩张消息,触发市场对传统 DRAM / NAND 供过于求的担忧,存储板块出现集体急跌与连锁清算,美光、闪迪与 SK 海力士等存储三巨头均跌超4%,西部数据下跌近3%。

随着市场对东芝/铠侠产能扩建计划导致供过于求的过度恐慌逐渐得到修复,加上华尔街机构出面发声澄清,带动资金回流存储板块。其中,Cantor Fitzgerald 与未来资产(Mirae Asset)在内的多家券商出具报告指出,市场对产能过剩及 HBM降价的恐慌明显过度。

虽然短线受产能扩张传言与情绪面干扰,但全球 AI 算力建设对大容量 DDR5、企业级SSD 及 HBM 的结构性需求依然相当稳固。不过,也要警惕筹码面洗盘,因为存储股年内涨幅巨大,而且高 Beta 特性导致其易受短线消息引发同步大起大落。

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