美国最大内存芯片制造商美光科技周一股价暴跌9.9%，在本月初投资者消化了该公司亮眼的财报后，跌势持续扩大。
这已是美光科技在过去八个交易日中第七次收跌，较3月18日创下的历史收盘高点回落30%——而就在次日，该公司公布了第二季度营收近乎翻三倍的业绩。目前美光正投入2000亿美元扩大美国本土制造规模，因为人工智能相关内存需求正持续超越供应能力。
上周谷歌发布可能减少AI模型内存需求的新技术后，美光股价亦遭遇大幅下挫。尽管过去一年间AI浪潮推动内存芯片需求激增，价格水涨船高，令美光在股市收获可观涨幅，但自2026年初以来，其股价已回吐大部分涨幅。
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