异动解读｜慧荣科技盘中上涨5.25%，存储板块延续强势美光高管称内存短缺将持续至2028年

行情直击09-19

9月18日，慧荣科技盘中上涨5.25%，报266.61美元/股，成交额9387.25万美元。

消息面上，美光科技前执行副总裁Sumit Sadana近日表示，当前内存短缺覆盖多个市场领域，即使全球推进约20个扩产项目，有意义的新增供应也要到2028年才会开始爬坡，供需何时恢复平衡"看不到明确时间"。受此提振，存储板块连续两日集体走强，SK海力士、闪迪、西部数据、美光科技等均跟涨。慧荣科技作为NAND闪存控制芯片设计龙头，供需偏紧格局延续有望支撑其控制芯片出货量与议价能力。此外，公司近期发布了面向Agentic AI基础设施的MonTitan SSD参考设计平台，进一步拓展企业级存储市场布局。

（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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