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存储芯片股持续飙升：美光与闪迪的上涨动力何在

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。

存储芯片股持续飙升：美光与闪迪的上涨动力何在

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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":{"BK4579":"人工智能","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4588":"碎股","BK4605":"半导体精选","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4170":"电脑硬件、储存设备及电脑周边","SNXX":"Tradr 2X Long SNDK Daily ETF","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4543":"AI","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MUU":"2倍做多MU ETF-Direxion","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","SNDK":"闪迪","BK4585":"ETF&股票定投概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4141":"半导体产品","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","MU":"美光科技","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4575":"芯片概念","BK4566":"资本集团","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0109392836.USD":"富兰克林科技股A","MUD":"1倍做空MU ETF-Direxion","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","MULL":"2倍做多MU ETF-GraniteShares","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) 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":{"SNDK":1.91,"MU":1.95,"SNXX":0.6,"MULL":0.6,"MUU":0.6,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":7,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}