异动解读｜澜起科技盘中上涨3.35%，存储板块持续走强叠加小摩增持

行情直击08-14

8月14日，澜起科技盘中上涨3.35%，报295.4港元/股，成交额8340.88万港元。

消息面上，存储板块近日持续走强，SK海力士宣布重启中国大连NAND闪存生产基地2号工厂建设，计划将产能扩大约50%。摩根大通研究指出本轮存储上行周期或持续至2028年底，全球DRAM bit需求未来三年增速维持25%-31%，供给增速低于需求。此外，小摩于8月10日增持公司约7.35万股H股，每股作价约259.71港元，合计约1907.75万港元。公司A股回购计划亦稳步推进，持续释放维护市值信号。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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