7月7日， 存储股板块集体下挫，闪迪盘中下跌超12%，西部数据跌超10%，美光科技跌超8%，希捷科技跌近8%。
三星电子公布二季度初步业绩，营业利润同比大增约1800%，显示AI相关存储需求仍在高位，但三星股价在韩国市场下跌。强劲业绩未能继续推动存储股上行，反而成为部分资金兑现前期涨幅的窗口。
同时，高盛最新资金追踪报告显示，美国对冲基金近期持续减持科技股，信息技术板块已连续四周成为美股净卖出规模最高的行业，半导体和硬件设备是主要抛售方向。报告还显示，对冲基金已连续三周整体净卖出个股，上周减持重点集中在美国本土股票。
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