昨日，美股科技股多数下跌，半导体板块普跌，其中，存储芯片股同步走低，闪迪跌近10%，西部数据跌超5%，美光科技跌超5%，这恐怕也是全球存储市场超涨后的正常回落。近日，闪存龙头企业闪迪宣布，11月调涨NAND闪存合约价格，高达50%的超级涨幅再次引起行业震荡。三星电子、SK海力士、西部数据等全球存储芯片巨头相继发布最新季度财报，业绩远超预期。摩根士丹利新近研报指出，AI驱动下存储行业供需失衡加剧，...
Source Link昨日，美股科技股多数下跌，半导体板块普跌，其中，存储芯片股同步走低，闪迪跌近10%，西部数据跌超5%，美光科技跌超5%，这恐怕也是全球存储市场超涨后的正常回落。近日，闪存龙头企业闪迪宣布，11月调涨NAND闪存合约价格，高达50%的超级涨幅再次引起行业震荡。三星电子、SK海力士、西部数据等全球存储芯片巨头相继发布最新季度财报，业绩远超预期。摩根士丹利新近研报指出，AI驱动下存储行业供需失衡加剧，...
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