9月14日，SK海力士夜盘下跌5.28%，报180.19美元/股，成交额528万美元。半导体板块同步走弱，美光科技跌3.92%、英特尔跌3.84%、美国超微公司跌2.63%。
消息面上，宏观利空持续发酵。此前公布的美国8月PPI同比增长5.4%超出预期，交易员已充分消化美联储10月加息预期，美国10年期国债收益率盘中突破4.85%，叠加国际油价突破100美元，市场风险偏好显著收缩，半导体等成长板块首当其冲。此外，SK海力士期权市场近日连续出现大规模偏空大单，机构资金通过熊市看涨价差等策略押注上行空间受限。竞争层面，长鑫存储二季度利润率反超SK海力士等巨头，且产能扩张计划激进，市场对全球DRAM竞争格局生变的担忧升温。SK海力士工会将于9月15日至16日就薪资协议进行投票，劳资不确定性亦构成短期扰动。
（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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