美光科技在1月6日的盘前交易中股价大涨5.05%,引发了市场的广泛关注。
消息面上,本周在拉斯维加斯举行的消费电子展(CES)上,英伟达宣布将推出新一代基于Blackwell架构的RTX 5000系列显卡,其中美光科技将为新显卡提供内存。根据英伟达首席执行官黄仁勋的介绍,新的GeForce GPU将从1月份开始提供,意味着美光的内存产品将得到采用,提振了投资者对美光科技业绩和订单的预期。
除了美光自身的利好消息,整个半导体板块在CES上表现抢眼,也为美光科技的股价上涨提供了助力。作为全球第三大独立内存芯片制造商,美光科技有望受益于人工智能和数据中心等领域需求的持续增长。调查公司Gartner预计,2025年全球半导体行业总收入将达到6918亿美元,同比增长3.3%。
总体而言,本次CES带来了新产品发布和需求增长的积极预期,推动了美光科技以及整个芯片板块股价上涨。不过值得关注的是,由于通胀高企和市场对经济衰退的担忧,科技板块未来走势仍存在一定不确定性。
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