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A股異動丨存儲芯片概念股走高 奧比中光漲超5% 知名廠商實施漲價
格隆匯 03-12 10:10
A存儲芯片概念股集體走高,其中,朗科科技漲超14%領銜上漲,首都在線漲超6%,翱捷科技、恆爍股份、奧比中光漲超5%,海光信息、全志科技、中科曙光、寒武紀跟漲。消息上,全球知名存儲芯片廠商閃迪公司近日向客戶發出漲價函表示,公司將於4月1日開始對旗下產品實施漲價,整體漲幅將超過10%,此次調價適用於所有面向渠道和消費類產品。資深產業經濟觀察家、北京智帆海岸營銷顧問有限責任公司首席顧問樑振鵬表示,閃迪是行業內率先啓動漲價的存儲企業之一,基於全球存儲芯片供需關係的改善,預計接下來會有更多的企業跟進漲價。甬興證券陳宇哲稱,持續看好受益先進算力芯片快速發展的HBM產業鏈、以存儲爲代表的半導體週期復甦主線。(格隆匯)

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