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异动解读 | 长鑫科技上市冲击存储格局，希捷科技盘中大跌9.83%

异动解读
Jul 28

希捷科技（STX）今日盘中大幅下挫，跌幅达9.83%，引发市场广泛关注。此次下跌并非孤立事件，而是整个存储板块集体重挫的一部分，西部数据、美光科技、闪迪等存储概念股同样出现显著跌幅。

消息面上，此次存储板块集体回调的核心导火索是中国DRAM龙头长鑫科技（CXMT）在A股科创板上市首日暴涨超460%，市值突破3万亿元人民币，成为A股新市值一哥。市场普遍担忧，长鑫科技完成今年亚洲规模最大的IPO后，将获得充裕资本支持，未来扩产与技术研发能力增强，可能改变全球DRAM供给格局，对现有存储巨头形成长期竞争压力。与此同时，摩根士丹利此前发布报告警示，AI驱动的半导体存储行业狂欢正接近拐点，内存合同价格预计将在第四季度见顶，叠加长鑫科技上市融资推进产能扩张，直接冲击美股存储企业的中长期市场份额与定价能力。

此外，希捷科技即将于盘后发布财报，市场预期每股收益为4.89美元。在财报公布前夕，多空博弈显著加剧，投资者情绪趋于谨慎，进一步放大了盘中跌幅。不过，多数分析师认为，当前存储股的回调更多是情绪驱动的估值调整，长鑫科技短期内仍难以进入HBM等AI高端存储市场，全球AI存储市场格局短期内不会发生根本改变。

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