异动解读 | 美光高额支出计划引担忧,存储板块普跌拖累闪迪盘前大跌5.05%

异动解读
Mar 19

闪迪(SNDK)今日盘前股价大幅下挫5.05%,引发了市场关注。

消息面上,此次下跌主要受存储板块整体情绪拖累。同板块的美光科技(MU)盘前同样跌超4%,尽管其第二财季营收大幅增长近两倍且业绩指引超预期,但公司的高额资本支出计划引发了投资者对行业未来盈利能力和过度投资的担忧,导致存储概念股盘前普遍走低。

值得注意的是,闪迪在上一交易日因召开春季新品发布会、推出一系列创新存储解决方案而逆市收涨并创下历史新高,但今日盘前交易中,板块层面的负面情绪暂时压制了公司特定的积极因素。

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