金吾财讯 | 港股存储概念股持续承压，截至发稿，南方两倍做多三星电子(07747)跌18.10%，南方两倍做多海力士(07709)跌17.63%，兆易创新(03986)跌5.42%，伟仕佳杰(00856)跌3.59%，澜起科技(06809)跌2.23%。消息面上，隔夜美股半导体板块继续走低，拖累港股存储板块表现。与此同时，长鑫存储于昨日（7月16日）正式开启申购，初始发行募资约579亿元人民币，若全额行使超额配售选择权，募资总额可达666亿元，创下科创板史上第二大IPO纪录。不过，市场担忧国产存储放量进一步压缩已上市存储厂商长期盈利空间，带动存储标的同步走弱。
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