周三盘中，美光科技（MU）股价大涨5.08%，引发市场关注。这一涨势主要受到公司计划对部分产品征收附加费的消息推动，同时整个存储芯片行业普遍涨价也为股价提供了强劲支撑。
据知情人士透露，美光科技已通知美国客户，将从本周三起对部分产品征收附加费。尽管半导体产品获得关税豁免，但内存模块和固态硬盘仍需缴纳新关税。这一举措是对美国近期实施新关税政策的直接回应，可能会对公司的收入和利润产生积极影响。
值得注意的是，美光科技并非唯一一家采取涨价措施的存储芯片制造商。三星电子计划将DRAM和NAND闪存价格上调3-5%，而SanDisk已宣布从4月1日起涨价逾10%。业内分析机构TrendForce预测，受多重因素影响，DRAM价格可能上涨3-8%，NAND Flash晶圆价格可能攀升10-15%。这一轮全球性的存储芯片价格上涨，不仅推动了美光科技股价的上扬，也可能对整个电子产业链的成本结构产生深远影响。
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