异动解读｜闪迪盘中上涨4.25%，机构大幅上调存储价格预期催化板块走强

行情直击06-18

6月18日，闪迪盘中上涨4.25%，报2044.73美元/股，成交额6.38亿美元。

消息面上，Aletheia Capital大幅上调DRAM及HBM价格预期，指出内存正成为AI硬件中最关键部件，价值占比有望从约40%升至超70%。与此同时，供应链消息显示云服务商龙头已将2027年长期协议产能悉数预订，多家存储模组厂商收到OEM通知称无法提供额外供应，上游产能已大规模转向英伟达相关AI服务器及CSP需求。DRAM与NAND市场短缺预计下半年起进一步扩大，存储价格有望在未来两至三年内维持强势。当日存储板块全线走强，西部数据涨超5%，美光涨超4%。

（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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