重大信号!美光科技和闪迪突然暴跌

芯财富
Jul 15, 2025

美光(Micron)受到分析师看淡下半年存储市况冲击、股价下跌,拖累费城半导体指数逆势走软。Edgewater Research发表研究报告指出,2025年上半年存储需求与报价似乎较佳(但未说明究竟是优于去年或是优于预期)。展望下半年,认为存储需求及报价表现恐不如季节性趋势(sub seasonal,指逊于过去下半年历史平均表现),且可能偏向下方。这意味着,下半年市况会变得有点糟糕,可能比投资人...

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