港股存储概念集体高开，南方最多两倍做多海力士涨超14%，南方两倍做多三星电子涨超10%；澜起科技涨超5%；兆易创新涨3.5%。
消息面上，韩国综合指数涨超3%，SK海力涨近6%，三星电子涨超4%。韩国数据中心基础设施公司Elice股价一度飙升30%，收复了上市首日32%跌幅中的大部分。日经225指数高开，目前涨超1000点涨幅1.6%，铠侠、爱德万测试涨近5%，东京电子涨近3%，软银集团涨近3%。
此外，个股方面，澜起科技发布公告，经公司财务部门初步测算，2026年7月1日至2026年9月30日。预计2026年第三季度实现营业收入约为20.79亿元，较上年同期增长约46.0%；预计2026年第三季度实现归属于上市公司股东的净利润12.00亿元至13.00亿元，较上年同期增长153.6%至174.7%；预计2026年第三季度实现归属于上市公司股东的扣除非经常性损益的净利润9.50亿元至10.50亿元，较上年同期增长152.6%至179.2%。
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