存储芯片股持续飙升：美光与闪迪的上涨动力何在_老虎社区_美港股上老虎

存储芯片股持续飙升：美光与闪迪的上涨动力何在

环球市场播报05-09

存储芯片制造商的股价周五继续走高，美光科技上涨约4%，闪迪上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。　　供需失衡驱动价格上涨　　本轮上涨的核心动力是存储芯片价格的持续攀升。自2月底伊朗战争爆发以来，DRAM和NAND闪存芯片的现货价格已分别上涨约25%和18%。导致供应紧张的原因包括：韩国厂商占全球存储芯片供应量的60%以上，中东冲突...

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03:53","market":"other","language":"zh","title":"存储芯片股持续飙升：美光与闪迪的上涨动力何在","url":"https://stock-news.laohu8.com/highlight/detail?id=2634464837","media":"环球市场播报","summary":"存储芯片制造商的股价周五继续走高，美光科技上涨约4%，闪迪上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。　　本轮上涨的核心动力是存储芯片价格的持续攀升。　　美光同时受益于DRAM和NAND价格上涨，以及其在HBM市场的领先地位。今年以来，美光累计上涨约45%，闪迪上市以来累计上涨约60%。存储芯片板块已成为半导体领域中表现最出色的子板块，但高波动性意味着投资者需要保持警惕。","content":"<html><body><div>\n<p>　　存储芯片制造商的股价周五继续走高，<span><a href=\"https://laohu8.com/S/MU\">美光</a></span><span></span>科技上涨约4%，<span><a href=\"https://laohu8.com/S/SNDK\">闪迪</a></span><span></span>上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。</p>\n<p>　　供需失衡驱动价格上涨</p>\n<p>　　本轮上涨的核心动力是存储芯片价格的持续攀升。自2月底伊朗战争爆发以来，DRAM和NAND闪存芯片的现货价格已分别上涨约25%和18%。导致供应紧张的原因包括：韩国厂商占全球存储芯片供应量的60%以上，中东冲突导致的海运受阻和保险成本上升已影响出货；AI服务器对高带宽内存的需求正在消耗大量产能，挤压了传统PC和智能手机的内存供应；主要厂商在过去两年中削减了资本支出，导致当前产能无法快速响应需求增长。</p>\n<p>　　美光的双引擎</p>\n<p>　　美光同时受益于DRAM和NAND价格上涨，以及其在HBM市场的领先地位。美光的HBM3E产品已被<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<span><a href=\"https://laohu8.com/S/AMD\">AMD</a></span><span></span>采用。分析师预计，HBM相关营收将从2025年的约20亿美元增长至2026年的约50亿美元。美光预计2026财年营收将达到创纪录的400亿美元以上，同比增长约30%。</p>\n<p>　　闪迪的独立之路</p>\n<p>　　闪迪于今年2月从<span><a href=\"https://laohu8.com/S/WDC\">西部数据</a></span><span></span>分拆独立，专注于NAND闪存和固态硬盘业务。独立后，公司可更灵活地调整产能和定价策略。闪迪刚刚发布的用于AI数据中心的SSD新品获得了多家服务器厂商的采购意向。</p>\n<p>　　行业整合预期</p>\n<p>　　SK海力士近期表示，正在考虑扩大在中国的产能，而日本存储芯片制造商铠侠的IPO计划也引发了对行业进一步整合的猜测。分析师指出，存储芯片行业经过多年的价格战和整合，目前已经形成了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、美光、闪迪和铠侠“五强”格局。任何进一步的整合都可能强化定价纪律。花旗最新报告将美光目标价从180美元上调至200美元，维持买入评级，认为存储芯片的涨价周期至少可持续至2026年底。</p>\n<p>　　风险提示</p>\n<p>　　不过，分析师也提醒，存储芯片行业历史上周期性极强，涨价周期往往伴随着随后的供应过剩和价格暴跌。投资者需要关注下半年消费电子需求能否消化当前的价格涨幅。周五尾盘，美光报165美元，闪迪报95美元。今年以来，美光累计上涨约45%，闪迪上市以来累计上涨约60%。费城半导体指数同期上涨约18%。存储芯片板块已成为半导体领域中表现最出色的子板块，但高波动性意味着投资者需要保持警惕。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储芯片股持续飙升：美光与闪迪的上涨动力何在</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储芯片股持续飙升：美光与闪迪的上涨动力何在\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-09 03:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-09/doc-inhxfnzx3940395.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>存储芯片制造商的股价周五继续走高，美光科技上涨约4%，闪迪上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。\n　　供需失衡驱动价格上涨\n　　本轮上涨的核心动力是存储芯片价格的持续攀升。自2月底伊朗战争爆发以来，DRAM和NAND闪存芯片的现货价格已分别上涨约25%和18%。导致供应紧张的原因包括：韩国厂商占全球存储芯片供应量的60%以上，中东冲突...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-09/doc-inhxfnzx3940395.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","MUU":"2倍做多MU ETF-Direxion","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY 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ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-09/doc-inhxfnzx3940395.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2634464837","content_text":"存储芯片制造商的股价周五继续走高，美光科技上涨约4%，闪迪上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。\n　　供需失衡驱动价格上涨\n　　本轮上涨的核心动力是存储芯片价格的持续攀升。自2月底伊朗战争爆发以来，DRAM和NAND闪存芯片的现货价格已分别上涨约25%和18%。导致供应紧张的原因包括：韩国厂商占全球存储芯片供应量的60%以上，中东冲突导致的海运受阻和保险成本上升已影响出货；AI服务器对高带宽内存的需求正在消耗大量产能，挤压了传统PC和智能手机的内存供应；主要厂商在过去两年中削减了资本支出，导致当前产能无法快速响应需求增长。\n　　美光的双引擎\n　　美光同时受益于DRAM和NAND价格上涨，以及其在HBM市场的领先地位。美光的HBM3E产品已被英伟达和AMD采用。分析师预计，HBM相关营收将从2025年的约20亿美元增长至2026年的约50亿美元。美光预计2026财年营收将达到创纪录的400亿美元以上，同比增长约30%。\n　　闪迪的独立之路\n　　闪迪于今年2月从西部数据分拆独立，专注于NAND闪存和固态硬盘业务。独立后，公司可更灵活地调整产能和定价策略。闪迪刚刚发布的用于AI数据中心的SSD新品获得了多家服务器厂商的采购意向。\n　　行业整合预期\n　　SK海力士近期表示，正在考虑扩大在中国的产能，而日本存储芯片制造商铠侠的IPO计划也引发了对行业进一步整合的猜测。分析师指出，存储芯片行业经过多年的价格战和整合，目前已经形成了三星、SK海力士、美光、闪迪和铠侠“五强”格局。任何进一步的整合都可能强化定价纪律。花旗最新报告将美光目标价从180美元上调至200美元，维持买入评级，认为存储芯片的涨价周期至少可持续至2026年底。\n　　风险提示\n　　不过，分析师也提醒，存储芯片行业历史上周期性极强，涨价周期往往伴随着随后的供应过剩和价格暴跌。投资者需要关注下半年消费电子需求能否消化当前的价格涨幅。周五尾盘，美光报165美元，闪迪报95美元。今年以来，美光累计上涨约45%，闪迪上市以来累计上涨约60%。费城半导体指数同期上涨约18%。存储芯片板块已成为半导体领域中表现最出色的子板块，但高波动性意味着投资者需要保持警惕。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"MULL":0.6,"SNDK":1.91,"SNXX":0.6,"MU":1.95}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":562138847106864,"gmtCreate":1778272701170,"gmtModify":1778272703634,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"先赚50倍","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","vip":1,"crmLevel":6,"crmLevelSwitch":1,"wearingBadges":[],"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"htmlText":"maga","listText":"maga","text":"maga","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562138847106864","repostId":2634464837,"repostType":2,"repost":{"id":"2634464837","kind":"news","pubTimestamp":1778269980,"share":"https://www.laohu8.com/m/news/2634464837?lang=zh_CN&edition=full","pubTime":"2026-05-09 03:53","market":"other","language":"zh","title":"存储芯片股持续飙升：美光与闪迪的上涨动力何在","url":"https://stock-news.laohu8.com/highlight/detail?id=2634464837","media":"环球市场播报","summary":"存储芯片制造商的股价周五继续走高，美光科技上涨约4%，闪迪上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。　　本轮上涨的核心动力是存储芯片价格的持续攀升。　　美光同时受益于DRAM和NAND价格上涨，以及其在HBM市场的领先地位。今年以来，美光累计上涨约45%，闪迪上市以来累计上涨约60%。存储芯片板块已成为半导体领域中表现最出色的子板块，但高波动性意味着投资者需要保持警惕。","content":"<html><body><div>\n<p>　　存储芯片制造商的股价周五继续走高，<span><a href=\"https://laohu8.com/S/MU\">美光</a></span><span></span>科技上涨约4%，<span><a href=\"https://laohu8.com/S/SNDK\">闪迪</a></span><span></span>上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。</p>\n<p>　　供需失衡驱动价格上涨</p>\n<p>　　本轮上涨的核心动力是存储芯片价格的持续攀升。自2月底伊朗战争爆发以来，DRAM和NAND闪存芯片的现货价格已分别上涨约25%和18%。导致供应紧张的原因包括：韩国厂商占全球存储芯片供应量的60%以上，中东冲突导致的海运受阻和保险成本上升已影响出货；AI服务器对高带宽内存的需求正在消耗大量产能，挤压了传统PC和智能手机的内存供应；主要厂商在过去两年中削减了资本支出，导致当前产能无法快速响应需求增长。</p>\n<p>　　美光的双引擎</p>\n<p>　　美光同时受益于DRAM和NAND价格上涨，以及其在HBM市场的领先地位。美光的HBM3E产品已被<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<span><a href=\"https://laohu8.com/S/AMD\">AMD</a></span><span></span>采用。分析师预计，HBM相关营收将从2025年的约20亿美元增长至2026年的约50亿美元。美光预计2026财年营收将达到创纪录的400亿美元以上，同比增长约30%。</p>\n<p>　　闪迪的独立之路</p>\n<p>　　闪迪于今年2月从<span><a href=\"https://laohu8.com/S/WDC\">西部数据</a></span><span></span>分拆独立，专注于NAND闪存和固态硬盘业务。独立后，公司可更灵活地调整产能和定价策略。闪迪刚刚发布的用于AI数据中心的SSD新品获得了多家服务器厂商的采购意向。</p>\n<p>　　行业整合预期</p>\n<p>　　SK海力士近期表示，正在考虑扩大在中国的产能，而日本存储芯片制造商铠侠的IPO计划也引发了对行业进一步整合的猜测。分析师指出，存储芯片行业经过多年的价格战和整合，目前已经形成了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、美光、闪迪和铠侠“五强”格局。任何进一步的整合都可能强化定价纪律。花旗最新报告将美光目标价从180美元上调至200美元，维持买入评级，认为存储芯片的涨价周期至少可持续至2026年底。</p>\n<p>　　风险提示</p>\n<p>　　不过，分析师也提醒，存储芯片行业历史上周期性极强，涨价周期往往伴随着随后的供应过剩和价格暴跌。投资者需要关注下半年消费电子需求能否消化当前的价格涨幅。周五尾盘，美光报165美元，闪迪报95美元。今年以来，美光累计上涨约45%，闪迪上市以来累计上涨约60%。费城半导体指数同期上涨约18%。存储芯片板块已成为半导体领域中表现最出色的子板块，但高波动性意味着投资者需要保持警惕。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储芯片股持续飙升：美光与闪迪的上涨动力何在</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储芯片股持续飙升：美光与闪迪的上涨动力何在\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-09 03:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-09/doc-inhxfnzx3940395.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>存储芯片制造商的股价周五继续走高，美光科技上涨约4%，闪迪上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。\n　　供需失衡驱动价格上涨\n　　本轮上涨的核心动力是存储芯片价格的持续攀升。自2月底伊朗战争爆发以来，DRAM和NAND闪存芯片的现货价格已分别上涨约25%和18%。导致供应紧张的原因包括：韩国厂商占全球存储芯片供应量的60%以上，中东冲突...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-09/doc-inhxfnzx3940395.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","MUU":"2倍做多MU ETF-Direxion","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY 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