异动解读|希捷科技盘中下跌3.38%,存储板块集体跳水大摩此前警告周期拐点临近

行情直击
Jul 27

7月27日,希捷科技盘中下跌3.38%,报822.87美元/股,成交额6.53亿美元。消息面上,存储板块盘中集体跳水,闪迪跌8.05%、西部数据跌4.27%,板块盘前涨幅全部回吐。此前摩根士丹利报告警示,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NAND负面传闻持续发酵,行业情绪承压。希捷科技将于7月28日盘后发布财报,预期每股收益4.89美元,财报前多空博弈加剧。

(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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