闪迪(SNDK)今日盘中大跌5.02%，引起了市场的广泛关注。
消息面上，自3月中旬以来，内存价格转向，引发市场对内存周期见顶的担忧。此外，谷歌发布的新型AI内存压缩技术TurboQuant，引发市场对存储需求前景的担忧，叠加存储需求增速逐渐放缓，导致存储芯片股集体回调。
具体来看，美国多家零售商的DDR5内存出现大范围降价，单套最高降幅达100美元。国内深圳华强北也出现内存条抛售行情，有批发商表示主流16G内存条价格"一天掉了一百多块"，前期囤货的大户正在疯狂抛售。市场分析认为，此次下跌归咎于谷歌TurboQuant技术对预期未来下行周期提前开启的影响，部分资金提前兑现，加之外部环境的不确定性，从而导致上涨过程中的回调。
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