美股异动|存储概念股连续三日大幅回调,闪迪跌超13%,SK海力士跌超8%

格隆汇
Jul 28
存储概念股连续三日大幅回调,截至发稿,西部数据、闪迪、希捷科技跌超13%,慧荣科技跌超11%,美光科技、Rambus跌超10%,SK海力士跌超8%。 消息面上,英伟达据报正就一项与OpenAI相关的大型数据中心项目进行谈判,拟提供约2500亿美元的资金支持。分析指出,包括市场对AI基础设施融资方式的忧虑、中国芯片技术的快速进步,以及中国半导体企业竞争压力的持续加剧等多重因素,共同推动此轮抛售潮。(格隆汇)

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