Hızlı Bakış
受惠於AI需求強勁，記憶體類股表現亮眼。南亞科股價突破400元，最高達417.5元；華邦電盤中強勢漲停，達184.5元。兩家公司均創新高價，主要受外資調高目標價及第二季DRAM漲幅預期帶動。
Yapay zekâ özeti
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The memory market is experiencing strong demand due to artificial intelligence (AI). Micron Technology's stock has surged past 1000 yuan, triggering a rally in Taiwanese memory stocks. Nanya Technology and Winbond Electronics have both reached new highs.
南亞科攻破4百元、華邦電漲停，雙創新高。（記者洪友芳攝）
〔記者洪友芳／新竹報導〕記憶體受惠人工智慧（AI）強勁需求而水漲船高，美光科技（Micron）飆漲至千元大關之上，引爆台廠記憶體族群今行情續噴出，南亞科（2408）攻破4百元關卡，最高達417.5元，截至9點37分，股價來到413元、上漲31.5元，成交量7.87萬張華邦電（2344）盤中股價強勢衝漲停，攻達184.5元，上漲16.5元，成交量17.4萬張，南亞科、華邦電雙雙創新高價。
南亞科、華邦電近期獲外資調高目標價，市場調查機構昨釋出報告，預計估第二季一般型DRAM漲幅將上看逾6成。南亞科與轉投資補丁科技攜手開發客製化記憶體，切入高通的智慧行動裝置，昨高通巳將兩家公佈在記者會背板上；華邦電則是矽電容打入三星電機供應鏈行列，多種利多消息激勵股價強漲。
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General DRAM price increase of over 60% in Q2.
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Açık Sorular
- What is the specific impact of the custom memory on Qualcomm's devices?
- What is the volume and value of Winbond's silicon capacitor supply to Samsung?
- How sustainable is the current rally in memory stock prices?
- What are the specific target prices set by foreign investors for Nanya and Winbond?
