金吾财讯 | 芯片股大幅回调，天数智芯(09903)跌11.78%，芯碁微装(09630)跌11.24%，ASMPT(00522)跌9.28%，兆易创新(03986)跌8.07%，英诺赛科(02577)跌5.11%，华虹宏力(01347)跌5.06%，澜起科技(06809)跌4.70%，天域半导体(02658)跌4.33%，壁仞科技(06082)跌4.02%，长光辰芯(03277)跌3.86%，爱芯元智(00600)跌3.85%，中芯国际(00981)跌3.41%。中国银河证券提到，算力芯片方面，上周Meta对外出租闲置AI算力新闻引起市场对于“算力过剩”的担忧，板块回调。该机构认为Meta属于自身模型能力不足与自身算力规模建设冗余的个例。存储芯片方面，上周DDR5现货价格涨势趋缓，NAND价格保持上涨。Trendforce预估2026Q3DRAM合约价季增13-18%，NAND合约价季增10-15%。上周全球存储板块波动幅度较大，该机构认为即将到来的中报业绩披露窗口期将支撑存储板块股价表现。
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