美股异动|涨价潮或降温?存储概念股回调,SK海力士跌近5%

格隆汇
Sep 10
存储概念股回调,SK海力士跌近5%,西部数据、闪迪、慧荣科技跌超4%,美光科技跌近4%,希捷科技跌近3%。 消息面上,铠侠CEO太田裕雄日前直言,“(存储)价格已经涨得够高了!” 他表示,已指示业务团队不要向数据中心客户大幅提高报价,以免打击AI产业的投资意愿。太田强调,即便是超大规模数据中心运营商,其预算也是有限的,若价格继续失控上涨,最终将反噬AI投资意愿,进而冲击整体内存市场的长期成长。(格隆汇)

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