闪迪(SNDK)今日夜盘股价大跌5.50%，引起了市场的广泛关注。
消息面上，此次下跌与整个半导体行业的持续调整密切相关。板块震荡的导火索是龙头企业AMD的业绩指引未能达到部分乐观预期，且其AI芯片在中国市场面临销售压力，引发了市场对行业增长可持续性的担忧。此外，经过前期大幅上涨，半导体板块估值已处于历史高位，在高估值背景下，任何负面信号都容易引发资金出逃。
宏观层面，美国劳动力市场数据疲软以及美联储降息预期延后，也导致成长股估值普遍承压，风险偏好转向保守，加剧了半导体股票的抛售压力。尽管盘中半导体板块曾一度反弹，但市场对行业基本面的担忧并未消散，导致闪迪在夜盘交易中再度大幅下挫。
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