海力士暴漲＋南亞科財報旺　記憶體補漲行情18檔必收

Yahoo Entertainment - 2026년 7월 12일

海力士暴漲＋南亞科財報旺　記憶體補漲行情18檔必收

記憶體大廠南亞科第二季財報亮眼，稅後淨利達501.92億元，EPS 14.66元創下歷史新高。受惠AI需求帶動，DRAM產業景氣循環正向轉變，不僅南亞科股價強勢，韓國SK海力士赴美掛牌首日亦大漲13%，市值超越美光，並預估記憶體供不應求將延續至2030年。此波利多帶動台灣記憶體供應鏈全面看俏，包含旺宏、華邦電、晶豪科等相關個股，以及封測、模組通路廠皆備受市場矚目，有望迎來強勁成長動能。投資人應留意產業趨勢，審慎評估市場風險。

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