7月10日，A股存储芯片板块午后短线快速拉升，多只个股走强，其中德明利（001309.SZ）强势涨停。市场分析认为，此次板块异动主要受多重利好因素推动：一方面，全球AI算力需求持续高企，带动高性能存储芯片订单增长；另一方面，近期美光、三星等国际大厂相继上调DRAM和NAND Flash产品价格，行业景气度明显回升。此外，国产替代逻辑持续强化，国内存储产业链企业有望加速导入客户供应链。德明利作为国内主控芯片及存储模组的重要厂商，受益于行业复苏与技术自主可控趋势，获得资金高度关注。短期来看，存储芯片板块或延续震荡上行态势，但投资者也需警惕市场情绪波动带来的回调风险。
On July 10, the memory chip sector in China’s A-share market surged in the afternoon, with several stocks rallying sharply—Damingli (001309.SZ) hitting its daily trading limit. Analysts attribute this short-term rally to multiple positive catalysts: soaring global AI computing demand is driving orders for high-performance memory chips; meanwhile, major international players like Micron and Samsung have recently raised prices for DRAM and NAND Flash products, signaling a clear recovery in industry sentiment. Additionally, the ongoing push for domestic substitution is accelerating the integration of Chinese memory supply chain companies into client ecosystems. As a key domestic provider of controller chips and memory modules, Damingli is benefiting from both sectoral recovery and the trend toward technological self-reliance, attracting significant investor interest. In the near term, the memory chip sector may continue its upward momentum, though investors should remain cautious about potential pullbacks driven by market sentiment volatility.
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