异动解读｜闪迪盘中上涨4.03%，存储板块集体走强受供应紧缺预期提振

行情直击06-17

6月17日，闪迪盘中上涨4.03%，报2068.79美元/股，成交额7.78亿美元。当日美股存储概念股集体走高，美光科技涨超4%，西部数据涨超3%，板块联动明显。

消息面上，此前供应链消息显示，云服务商龙头企业已将2027年可用长期协议产能悉数预订，并正积极推进2028年供应谈判。多家存储模组厂商收到OEM通知，称无法在承诺供货量之外提供额外供应，上游产能已被大规模转向AI服务器及CSP需求。DRAM与NAND市场短缺预计自下半年起进一步扩大，行业普遍预期2027年短缺程度将超过当前水平，存储价格有望在未来两至三年内维持强势。此外，高盛此前报告称SpaceX、OpenAI等超级IPO资金分流效应有限，缓解了市场对存储板块资金面的担忧。

（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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