9月15日，美国网存盘中下跌5.3%，报188.72美元/股，成交额2.73亿美元。
消息面上，存储硬件板块当日集体走弱，戴尔跌5.85%、闪迪跌4.98%、西部数据跌4.51%、希捷科技跌3.02%，行业普遍承压。此前公司在发布强劲Q1财报的同时，明确警告Q2毛利率将出现环比下滑，且全年指引隐含下半年营收增速将放缓至约9%，多家机构指出该指引偏保守但也反映出增长动能的边际减弱。Wedbush指出公司业务模型缺乏明确的转型催化，难以实质性提升增长轨迹。此前股价自Q1财报后大幅攀升至199美元附近，板块整体回调叠加市场对下半年放缓预期的消化，构成本次回落的主要背景。
（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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