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存储概念股全线重挫 兆易创新（03986）跌14.91% 英伟达拟为OpenAI提供2500亿美元担保引发市场忧虑

金吾财讯
Jul 28

金吾财讯 | 港股存储概念股全线重挫，截止发稿，南方两倍做多海力士（07709）跌26.64%，南方两倍做多三星电子（07747）跌23.57%，兆易创新（03986）跌14.91%，澜起科技（06809）跌10.37%，伟仕佳杰（00856）跌6.00%。消息面上，英伟达周一披露，其正就一项在俄亥俄州建设大型数据中心项目与OpenAI进行谈判，计划为OpenAI提供约2500亿美元的财务担保。该交易规模将成为全球人工智能行业最大的融资安排之一。英伟达的支持将使OpenAI能够以更有利的条件获得债务融资，因为这能减轻贷款方对OpenAI缺乏投资级信用评级的担忧。不过，该消息发布后，再次点燃了投资市场对AI资本支出循环现金流逻辑的疑虑，并带来供应商融资风险方面的额外担忧。受此消息影响，隔晚美股盘中费城半导体指数一度大跌近5%，美股存储概念股亦集体同步下挫，其中闪迪大幅收跌超11%，SK海力士ADR跌超7%且跌破发行价。值得一提的是，摩根士丹利旗下E·Trade的首席交易和投资官克里斯·拉金新近预警称，本周可能出现超出寻常的惊喜，既有好的也有坏的。地缘政治和油价可能是最大的变数，但即便美股科技七巨头财报强劲，市场也不一定做出看涨反应，尤其是如果人工智能支出水平继续引发质疑的话。

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