异动解读|慧与科技盘中下跌3.63%,存储板块集体重挫拖累硬件行业

行情直击
Jul 28

7月28日,慧与科技盘中下跌3.63%,报44.22美元/股,成交额6081.21万美元。

消息面上,存储板块当日遭遇集体抛售,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。慧与科技所在的电脑硬件、储存设备及电脑周边行业个股普遍承压,其中戴尔跌13.17%,西部数据跌13.11%,希捷科技跌13.02%,闪迪跌12.76%,行业情绪显著恶化。

(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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