希捷科技(STX)今日盘中大跌5.31%，引发市场广泛关注。该股承压主要受到存储芯片板块整体走弱的拖累，同板块的美光科技、SK海力士、闪迪、西部数据等也同步出现较大跌幅。
消息面上，存储板块今日承压的原因较为复杂。一方面，希捷科技此前发布的第四财季财报表现亮眼，营收36.29亿美元同比增48%，调整后每股收益5.71美元同比增120%，毛利率52.7%创历史新高，叠加多家投行集体上调目标价，股价在7月30日至31日累计大涨逾20%，当前回调属于短期获利盘集中消化。另一方面，据中国台湾社交平台曝光的信息，美光台湾公司工会因不满原有的奖金分配制度，计划召开会议讨论罢工事宜，该消息对存储板块整体情绪造成一定冲击。此外，据链上监测数据显示，有巨鲸交易员开设了价值超800万美元的闪迪空单，也加剧了板块的抛售压力。
尽管短期承压，但从行业基本面来看，业内人士仍普遍看好存储板块的后续发展。Omdia预计2026年存储芯片将占据半导体市场总收入的50%以上，AI需求已超出行业现有的芯片生产与封装能力，高带宽内存(HBM)等产品的产能瓶颈预计将持续至2027年。
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