2月10日,美国市场的存储芯片概念再次暴跌。闪迪大跌超过7%,市值回到799亿美元。加剧了自2月份开始的下跌趋势。随着市场消化新的数据,存储类厂商的增速普遍放缓。这标志着这只被视为人工智能驱动的数据存储需求快速晴雨表的厂商出现了突然的转变。此次下跌意义重大,因为飙升依赖于市场供求紧张以及对数据中心支出稳定的预期。即使没有新的公司动态,下跌也可能在交易量巨大的市场中引发快速的价格调整。美光科技下跌...
Source Link2月10日,美国市场的存储芯片概念再次暴跌。闪迪大跌超过7%,市值回到799亿美元。加剧了自2月份开始的下跌趋势。随着市场消化新的数据,存储类厂商的增速普遍放缓。这标志着这只被视为人工智能驱动的数据存储需求快速晴雨表的厂商出现了突然的转变。此次下跌意义重大,因为飙升依赖于市场供求紧张以及对数据中心支出稳定的预期。即使没有新的公司动态,下跌也可能在交易量巨大的市场中引发快速的价格调整。美光科技下跌...
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