异动解读 | 存储板块走强叠加AI需求乐观预期，Rambus盘前大涨6.21%

异动解读05-27

Rambus（股票代码：RMBS）今日盘前股价大幅上涨6.21%，引发了市场关注。

消息面上，此次上涨主要受到存储板块整体走强的带动。行业巨头美光科技此前在会议上表达了积极的财务前景，并预计高带宽内存（HBM）、DRAM和NAND等存储芯片的供应紧张状况将持续，这增强了市场对整个存储行业的信心，产生了显著的板块联动效应。此外，市场对人工智能（AI）相关存储需求的长期乐观预期，是支撑本轮股价修复性反弹的核心因素。

Rambus股价此前因内部人士集中减持及半导体板块整体承压而经历了一轮超过10%的回调，近期随着存储板块持续回暖，股价从低点附近展开了修复性反弹。

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