金吾财讯 | 美股半导体板块整体承压下行，英特尔（INTC）下跌 4.22%，高通（QCOM）大跌 5.34%，AMD（AMD）跌幅达 5.63%，英伟达（NVDA） 1.62%、台积电（TSM）2.44%、美光科技（MU）2.96%。
板块层面，费城半导体指数重挫 3.5%，盘中刷新日低至 10900 点下方，反映市场对产业链供需与资本开支的担忧升温。
利空核心来自存储硬件龙头企业战略表态。希捷科技 CEO Dave Mosley 在摩根大通行业会议上称，企业不会新建工厂、引进新设备，认为周期过长且拖累技术迭代，公司将聚焦提升单块硬盘存储密度，而非扩产放量。
在 AI 数据中心算力与存储需求持续高增的背景下，头部硬盘厂商明确收缩产能扩张意愿，引发市场对硬件供给端约束的担忧，叠加半导体板块整体估值波动，共同压制板块及个股表现。
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