7月28日，美国超微公司夜盘下跌3.03%，报479.96美元/股，成交额2721.37万美元。
消息面上，中国DRAM龙头长鑫科技上市引发全球存储板块重估，市场担忧DRAM供给格局未来可能生变，SK海力士自赴美上市以来首次收盘跌破IPO发行价，半导体板块整体承压。同板块中美光科技跌3.78%、英特尔跌3.43%、SK海力士跌2.95%、台积电跌2.02%、英伟达跌1.08%。此外，AMD此前Advancing AI大会密集利好已于7月24日起持续释放，多家投行集中上调目标价，市场在8月4日财报窗口期倾向于兑现前期涨幅，本次下跌系板块系统性抛压与"利好出尽"式获利回吐的叠加延续。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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