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乐观，认为其在HBM市场的领先地位将直接受益于AI算力需求的爆发。结合美光此前公布的强劲季度业绩及下季度37%的收入增长预期，其已成为AI周期中的核心受益标的。　　第2名英伟达收跌0.77%，成交307.97亿美元。英伟达将于美东时间周三（5月20日）盘后发布2027财年第一季度财报。期权市场数据显示，交易员正在为这家AI巨头股价可能出现的大幅双向波动做准备，预期市值振幅高达约3500亿美元。　　

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