存储板块受压明显 闪迪(SNDK)跌9.20% 长鑫存储IPO带来竞争压力致板块获利了结

金吾财讯
Jul 16

金吾财讯 | 存储板块受压明显,Rambus (RMBS) 跌 4.02%,美光科技 (MU) 跌 4.99%,慧荣科技 (SIMO) 跌 5.91%,西部数据 (WDC) 跌 7.02%,希捷科技 (STX) 跌 7.18%,SK 海力士 (SKHY) 跌 8.15%,闪迪 (SNDK) 跌 9.20%。

消息面上,半导体板块周四延续下跌走势,市场资金从 AI 硬件、存储芯片等高动量赛道集中获利了结,存储板块集体承压。本次下跌并非单日行情,周三该股已率先回落,在此之前个股走出持续数月的大幅上涨行情,短期积累大量浮盈催生集中兑现需求。

板块下跌的另一重催化来自国内存储厂商长鑫存储 (CXMT) IPO 融资消息,企业递交上海科创板上市申报,计划募资规模接近 100 亿美元,国内存储产能与技术持续扩张,全球闪存行业竞争格局迎来变化,市场担忧国产存储放量会压缩海外存储厂商长期盈利空间,带动全板块存储标的同步走弱。

尽管短期股价回调,华尔街机构对存储板块中长期成长逻辑仍维持乐观判断。机构判断 NAND 闪存供需紧平衡格局将延续至 2027 年,产品价格至少在 2027 年年中之前保持坚挺,AI 算力、数据中心扩容持续拉动企业级闪存采购需求,行业价格周期上行周期具备持续性。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10