智通财经APP获悉，存储概念跌幅居前，截至发稿，南方两倍做多海力士(07709)跌15.72%，报32.82港元；南方两倍做多三星电子(07747)跌12.1%，报61.48港元；澜起科技(06809)跌3.62%，报260.2港元；兆易创新(03986)跌2.47%，报474港元。
消息面上，美股两大存储芯片巨头闪迪、西部数据先后发布2026财年第四季度财报。尽管当期营收、盈利双双超出市场预期，但下一季度业绩指引未能匹配市场对AI存储赛道的高增长期待。盘后交易中，闪迪股价大跌超8%，西部数据跌约11%。美股存储股的低迷情绪迅速通过供应链传导至亚太市场，并拖累亚太股市集体下挫。今早韩国KOSPI指数盘中大跌逾5%触发SIDECAR机制，交易所暂停程序化卖盘约5分钟；SK海力士一度跌超9%，三星电子跌超6%。
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