异动解读|希捷科技盘中下跌3.88%,存储板块延续回调获利了结压力持续释放

行情直击
Aug 19

8月19日,希捷科技盘中下跌3.88%,报866.47美元/股,成交额4.86亿美元。存储板块连续第二日集体承压,西部数据跌4.11%,闪迪跌2.74%,戴尔跌6.91%,超微电脑跌2.41%,板块延续普跌格局。

消息面上,存储板块此前经历连续大幅上涨——闪迪近5个交易日累涨35%、希捷此前单日涨幅达7%,短期涨幅过快引发的获利了结压力仍在释放。尽管TrendForce最新报告显示Q2 AI服务器采购稳健、Enterprise SSD需求旺盛,前五大NAND Flash厂商合计营收季增77%达688.7亿美元,但伯恩斯坦此前报告指出Q3 DRAM和NAND合约价格涨幅收窄至约20%,涨价空间受到需求端阻力与长期协议价格上限的双重压制,令市场情绪趋于谨慎。

(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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