7月28日，希捷科技盘中下跌6.6%，报764.41美元/股，成交额1.44亿美元。存储板块延续集体抛售，闪迪跌超8%、西部数据跌超6%、戴尔跌超6%，行业情绪持续承压。
消息面上，摩根士丹利此前报告警示，AI驱动的半导体存储行业狂欢正接近拐点，内存合同价格预计第四季度见顶，叠加长鑫存储上市融资推进产能扩张，直接冲击美股存储企业中长期市场份额与定价能力。希捷科技将于今日盘后发布财报，预期每股收益4.89美元，财报前多空博弈显著加剧，盘前已跌超4%，开盘后跌幅进一步扩大。
（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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