8月18日，西部数据盘中下跌5.32%，报505.975美元/股，成交额5.35亿美元。存储芯片板块集体承压，前一交易日在马斯克点名看好存储行业及高盛上调需求预测催化下板块大幅走强（西部数据收涨超6%、闪迪涨超8%），本交易日出现明显获利回吐。
消息面上，多重利空共振：一方面，伯恩斯坦此前预计三季度DRAM和NAND合约价格涨幅收窄至约20%，存储涨价周期或接近尾声；另一方面，全球长期国债收益率飙升至多年高位，双线资本CEO冈拉克警告英伟达联合多家金融巨头推动的逾5000亿美元AI基础设施融资可能是AI狂热见顶信号，"大空头"迈克尔·伯里亦警告AI领域过度投资问题。同板块中，闪迪跌5.2%，希捷科技跌4.95%，超微电脑跌2.17%。
（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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