美光科技（MU）今日盘中股价大幅下跌5.07%，引发市场关注。截至盘中，该股报109.97美元/股，成交量258.708万股，换手率0.23%，振幅2.59%。
此次股价下跌可能与行业龙头三星电子最新发布的财报有关。三星电子今日公布的2025财年第二季度财报显示，其芯片业务营业利润较上年同期大幅下降94%，仅为0.4万亿韩元（约合2.87亿美元）。这一业绩不佳的表现反映了整个半导体行业目前面临的挑战，可能引发投资者对美光科技等同行业公司前景的担忧。
值得注意的是，在高带宽存储器（HBM）市场中，三星的市场份额从2024年第一季度的40%以上降至第二季度的17%，甚至落后于美光科技。与此同时，SK海力士在人工智能存储芯片领域已经取得领先地位。这种竞争格局的变化可能会影响投资者对美光科技市场地位的判断。尽管如此，美光科技仍在积极开发下一代HBM4技术，以期在未来的市场竞争中保持竞争力。
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