异动解读｜美光科技夜盘上涨3.16%，HBM需求乐观及汽车战略协议签署持续提振存储板块反弹

行情直击07-20

7月20日，美光科技夜盘上涨3.16%，报875.74美元/股，成交额5843.21万美元。存储板块在此前因韩国监管收紧杠杆ETF引发的剧烈抛售后延续修复走势。

消息面上，市场对高带宽内存（HBM）需求的乐观情绪再度高涨，半导体行业向先进AI服务器的转型持续推动对美光HBM3E及下一代HBM4解决方案的旺盛需求。此外，美光近期宣布已与高通、伟世通、哈曼、均联智行、电装、安斯泰莫和现代摩比斯等七家汽车生态系统关键供应商签订战略客户协议，采用"照单全付"模式锁定长期供应，累计签署16份SCA协议，覆盖约20%的DRAM产能及三分之一NAND产能。同行业中，SK海力士涨4.03%，板块整体回暖明显。

（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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