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A股异动丨存储芯片概念股走高 奥比中光涨超5% 知名厂商实施涨价
格隆汇 03-12 10:10
A存储芯片概念股集体走高,其中,朗科科技涨超14%领衔上涨,首都在线涨超6%,翱捷科技、恒烁股份、奥比中光涨超5%,海光信息、全志科技、中科曙光、寒武纪跟涨。消息上,全球知名存储芯片厂商闪迪公司近日向客户发出涨价函表示,公司将于4月1日开始对旗下产品实施涨价,整体涨幅将超过10%,此次调价适用于所有面向渠道和消费类产品。资深产业经济观察家、北京智帆海岸营销顾问有限责任公司首席顾问梁振鹏表示,闪迪是行业内率先启动涨价的存储企业之一,基于全球存储芯片供需关系的改善,预计接下来会有更多的企业跟进涨价。甬兴证券陈宇哲称,持续看好受益先进算力芯片快速发展的HBM产业链、以存储为代表的半导体周期复苏主线。(格隆汇)

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