英伟达大单“点燃”行情，存储板块再爆发

第一财经2025-11-06

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　受HBM4涨价消息影响，美东时间周三，美国存储芯片大厂美光科技（MU.US）收涨8.93%，报价237.5美元，盘中升至239.88美元的历史高位。　　wind数据显示，今年以来美光科技股价已上涨183.01%，52周最高报价为237.62美元，最低为61.44美元。AI发展的强劲趋势带动这家半导体公司的股价一路飙升。...

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　　受HBM4涨价消息影响，美东时间周三，美国存储芯片大厂美光科技（MU.US）收涨8.93%，报价237.5美元，盘中升至239.88美元的历史高位。\n　　wind数据显示，今年以来美光科技股价已上涨183.01%，52周最高报价为237.62美元，最低为61.44美元。AI发展的强劲趋势带动这家半导体公司的股价一路飙升。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2025-11-06/doc-infwmrcc2148581.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BZ1G4Q59.USD","symbol_name":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","start_time":0,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-11-06/doc-infwmrcc2148581.shtml","article_id":"2581365330","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/marketresearch/2025-11-06/doc-infwmrcc2148581.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, 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　　受HBM4涨价消息影响，美东时间周三，美国存储芯片大厂美光科技（MU.US）收涨8.93%，报价237.5美元，盘中升至239.88美元的历史高位。\n　　wind数据显示，今年以来美光科技股价已上涨183.01%，52周最高报价为237.62美元，最低为61.44美元。AI发展的强劲趋势带动这家半导体公司的股价一路飙升。\n\n　　消息面上，韩国半导体巨头SK海力士5日表示，已与英伟达就明年HBM4的供应完成了价格和数量谈判，媒体报道称，SK海力士在谈判中占据上风，HBM4价格比目前供应的HBM3E价格高出50%以上。\n　　美光科技9月24日公布的2025财年第四财季财报（截至2025年8月28日）显示，该季度公司营收达到113.2亿美元，同比增长46%，毛利率达到45.7%，盈利能力同比大幅提升。财报电话会中，管理层表示，这一业绩得益于高价值数据中心产品的产能爬坡以及DRAM在各终端市场的广泛定价优势。\n　　财报电话会表示，2025财年，美光科技HBM、大容量DIMM内存条和低功耗服务器DRAM的合计收入达到100亿美元，较上一财年增长超过五倍。彼时，美光科技还提到，近期已向客户送样HBM4产品，正与客户就HBM4规格与采购量进行积极磋商，预计将在未来几个月内完成协议签署。\n　　伴随着头部企业股价上涨和行业对HBM4价格的高预期，市场对存储行业的未来需求增长表示乐观。美光预计，2025年行业DRAM位元需求增长率将处于高十位数百分比区间。花旗分析师Christopher Danely则预测，第四季度DRAM价格将较第三季度上涨25%，创下上世纪90年代以来的最高季度涨幅。\n　　AI服务器、支持AI功能的智能手机及AI设备的增量正在进一步带动存储需求。在数据中心领域，除了对各类DRAM的需求增加，AI服务器也在拉动HBM、包括低功耗DRAM和高密度DRAM模组的需求。各大厂商不断推动的AI个人电脑、AI手机等也让内存芯片制造商看到了更多机会。\n　　11月6日，国内多只存储相关个股也迎来股价上涨。截至发稿，德明利（001309）涨幅达10%，香农芯创（300475）涨超9%，航宇微（300053）、江波龙（301308）等跟涨。\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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