智通财经APP获悉，周一，存储芯片概念股普涨，闪迪(SNDK.US)、西部数据(WDC.US)涨逾5%，希捷科技(STX.US)涨逾4%，美光科技(MU.US)、SK海力士(SKHY.US)涨逾3%。
消息面上，日前，韩国财政部长李炯日称，半导体行业繁荣势头至少将持续到2027年。他在IMF和世行年会期间称，半导体供需缺口仍非常大，供应端持续扩张，当下行业景气度高、需求旺盛，但长期看缺口将收窄。
英伟达CEO黄仁勋表示，客户AI芯片订购需求持续超过供应，新订单几乎每周甚至每天涌入。分析师艾夫斯认为，抛售反映美债收益率升破5%后对基建融资成本的担忧，属融资层面问题，AI算力潜在需求仍强劲，回调提供买入机会。
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