智通财经APP获悉，周二，存储概念走低，闪迪(SNDK.US)跌近3%，西部数据(WDC.US)跌近2%，希捷科技(STX.US)跌近1%，美光科技(MU.US)一度翻绿。消息面上，知名做空机构香橼称正在做空闪迪 ，指当前存储芯片市场繁荣为“供应幻象”。香橼续称，市场正按照英伟达的逻辑给闪迪定价，但这存在一个致命问题：英伟达拥有护城河，而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业，而周期终会见顶。
智通财经APP获悉，周二，存储概念走低，闪迪(SNDK.US)跌近3%，西部数据(WDC.US)跌近2%，希捷科技(STX.US)跌近1%，美光科技(MU.US)一度翻绿。消息面上，知名做空机构香橼称正在做空闪迪 ，指当前存储芯片市场繁荣为“供应幻象”。香橼续称，市场正按照英伟达的逻辑给闪迪定价，但这存在一个致命问题：英伟达拥有护城河，而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业，而周期终会见顶。
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