单周飙升38%！美光市值突破8400亿美元，内存芯片热潮进入“抛物线”式上涨_老虎社区_美港股上老虎

单周飙升38%！美光市值突破8400亿美元，内存芯片热潮进入“抛物线”式上涨

环球市场播报05-09

受全球内存芯片短缺影响，美光科技股价本周狂飙，整个半导体板块的乐观情绪推动该股持续走高。　　周五，美光股价大涨超过15%，收于746.81美元。本周累计上涨近38%，过去一个月累计上涨近84%。　　这是美光自2008年12月（当时股价在大萧条后低于5美元）以来表现最好的一周。根据LSEG数据，公司目前市值超过8400亿美元。　　美光并非唯一表现出色的芯片股。AMD本周上涨26%，周五触及52...

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Micron's market capitalization exceeds $840 billion, and the memory chip boom enters a \"parabolic\" rise","themeId":"2194a31eae1428d0d62d6757ba120010","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/296b1aabb2682567ef9ffefc032fdc82","symbols_score_info":{"MUU":0.6,"MULL":0.6,"MUD":0.6,"MU":1.96},"content_text":"受全球内存芯片短缺影响，美光科技股价本周狂飙，整个半导体板块的乐观情绪推动该股持续走高。\n　　周五，美光股价大涨超过15%，收于746.81美元。本周累计上涨近38%，过去一个月累计上涨近84%。\n　　这是美光自2008年12月（当时股价在大萧条后低于5美元）以来表现最好的一周。根据LSEG数据，公司目前市值超过8400亿美元。\n　　美光并非唯一表现出色的芯片股。AMD本周上涨26%，周五触及52周新高，市值超过7400亿美元。英特尔本周上涨25%，过去一个月涨幅超过一倍，这家CPU制造商被广泛认为正在强势回归。\n\n　　美国银行和Evercore指出，由超大规模云厂商（hyperscalers）组成的资本支出到明年底可能超过1万亿美元，而内存芯片需求正成为当前AI建设阶段的标志。\n　　尽管图形处理器（GPU）此前一直是AI硬件建设的焦点，但内存、存储和CPU正越来越多地抢走风头。\n　　在内存芯片短缺的背景下，内存制造商的售价和利润率不断扩大，而超大规模云厂商则抱怨终端用户商品和服务的成本上升。\n　　DRAM和NAND是需求最旺盛的两类内存。DRAM速度更快但更挑剔，基于闪存的NAND稍慢但更可靠。两者对AI处理都至关重要。\n　　多份股票研究报告显示，美光、三星和SK海力士合计生产了全球超过90%的DRAM。\n　　与美光一样，韩国内存芯片制造商也表现强劲。三星本周与苹果、Alphabet（谷歌母公司）、微软等公司一同加入了万亿美元市值俱乐部。\n　　周五报道称，SK海力士正在接洽众多全球科技公司的投资意向，这些公司希望投资新建专用内存生产线以提高产量。报道还提到，其中一项提议是客户提供的与紫外光刻机相关的设备融资交易。\n　　Mizuho分析师Vijay Rakesh在本周的一份研究报告中写道：“美光在内存领域依然处于有利位置，领先的DRAM制程有助于逐年降低成本，而NAND方面，不断增加的层数可改善成本并提高晶圆产能。”\n　　研究人员表示，过去几个月，美光在散户交易中的整体占比正在上升。根据Vanda Research的数据，4月中旬净买入量升至两年来的最高水平。Vanda策略师Viraj Patel周五表示，尽管近几个月散户投资者的整体股票买入量较过去几年略有疲软，但“可以说，美光占据了散户资金流和关注度的更大份额。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：丁文武","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}