异动解读 | 韩国监管冲击叠加板块承压,迈威尔科技夜盘大跌5%

异动解读
Jul 17

迈威尔科技(MRVL)今日夜盘大跌5.00%,引发了市场的广泛关注。

消息面上,韩国金融服务委员会联合财政部及央行收紧单一股票杠杆ETF监管,将最低保证金从1000万韩元提高至3000万韩元并禁止新产品上市,此举精准打击了存储芯片板块的投机资金来源,导致SK海力士暴跌超11%、三星电子跌超8%,冲击波进而波及美股半导体产业链。

此外,半导体板块整体承压也是重要因素。自6月高点以来,费城半导体指数30只成分股全部回落,其中迈威尔科技跌幅达到36%,表现最弱。市场对存储价格可能见顶的担忧情绪持续,行业获利了结氛围浓厚,共同导致公司股价在夜盘交易中大幅下挫。

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